# MORGAN STANLEY (MS) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 617446448
Page URL: https://superinvestorclub.com/stock/MS
Last updated: 2026-08-29T13:48:54.632Z

## Summary

As of the most recent 13F filing period, MORGAN STANLEY (MS) is held by 9 tracked superinvestors with an aggregate position value of $499.6M representing 0162259345449220804276500187294040237723521036 shares.

## Top institutional holders (9)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Andreas Halvorsen](https://superinvestorclub.com/manager/59) | Viking Global Investors | 1622593 | $339.2M | 0.97% | 2026-06-30 |
| 2 | [Richard Pzena](https://superinvestorclub.com/manager/288) | Pzena Investment Management | 454492 | $95.0M | 0.28% | 2026-06-30 |
| 3 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 208042 | $43.5M | 3.54% | 2026-06-30 |
| 4 | [Boykin Curry](https://superinvestorclub.com/manager/3282) | Eagle Capital Management | 76500 | $16.0M | 0.05% | 2026-06-30 |
| 5 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 18729 | $3.9M | 0.02% | 2026-06-30 |
| 6 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 4040 | $844,522 | 0.03% | 2026-06-30 |
| 7 | [Torray LLC](https://superinvestorclub.com/manager/3250) | Torray LLC | 2377 | $496,888 | 0.07% | 2026-06-30 |
| 8 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 2352 | $491,663 | 0.01% | 2026-06-30 |
| 9 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 1036 | $216,565 | 0.00% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $92.9M aggregate, 01087450 shares
- 2023-09-30: 2 holders, $37.9M aggregate, 0272057191959 shares
- 2023-12-31: 2 holders, $40.6M aggregate, 0306408128817 shares
- 2024-03-31: 3 holders, $40.9M aggregate, 03059001259182846 shares
- 2024-06-30: 3 holders, $39.6M aggregate, 03038511017712293 shares
- 2024-09-30: 4 holders, $58.8M aggregate, 0301627169357907342057 shares
- 2024-12-31: 5 holders, $51.9M aggregate, 0280424894383823825912111 shares
- 2025-03-31: 7 holders, $135.7M aggregate, 076317426035179588453131000025932364 shares
- 2025-06-30: 7 holders, $168.9M aggregate, 079116726951579588440711000025532510 shares
- 2025-09-30: 6 holders, $187.4M aggregate, 0785597268428795883973232002478 shares
- 2025-12-31: 7 holders, $153.1M aggregate, 047223926050379588311381328332072352 shares
- 2026-03-31: 7 holders, $139.2M aggregate, 047636523806079588308321476237962417 shares

## Recent congressional trades (50)

- 2026-07-10: Dan Newhouse (Republican-WA) purchase $1,001 - $15,000
- 2025-12-18: Julie Johnson (Democrat-TX) sale $1,001 - $15,000
- 2025-12-17: Steve Cohen (Democrat-TN) sale $50,001 - $100,000
- 2025-11-18: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2025-11-18: Gil Cisneros (Democrat-CA) purchase $1,001 - $15,000
- 2025-11-13: Julie Johnson (Democrat-TX) sale $1,001 - $15,000
- 2025-10-17: Gil Cisneros (Democrat-CA) purchase $1,001 - $15,000
- 2025-10-17: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2025-10-07: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-09-23: Valerie Hoyle (D-OR) sale $1,001 - $15,000
- 2025-09-11: Marjorie Taylor Greene (Republican-GA) purchase $1,001 - $15,000
- 2025-08-28: Marjorie Taylor Greene (Republican-GA) purchase $1,001 - $15,000
- 2025-08-14: Julie Johnson (Democrat-TX) sale $1,001 - $15,000
- 2025-08-14: Julie Johnson (Democrat-TX) sale $1,001 - $15,000
- 2025-08-04: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "MORGAN STANLEY (MS) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/MS), aggregating SEC 13F, Form 4, and congressional disclosures."