# 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: 2026-07-08T13:33:15.981Z

## Summary

As of the most recent 13F filing period, MORGAN STANLEY (MS) is held by 5 tracked superinvestors with an aggregate position value of $125.5M representing 047636523806030832147622417 shares.

## Top institutional holders (5)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Richard Pzena](https://superinvestorclub.com/manager/288) | Pzena Investment Management | 476365 | $78.4M | 0.25% | 2026-03-31 |
| 2 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 238060 | $39.2M | 3.59% | 2026-03-31 |
| 3 | [Torray LLC](https://superinvestorclub.com/manager/3250) | Torray LLC | 30832 | $5.1M | 0.74% | 2026-03-31 |
| 4 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 14762 | $2.4M | 0.01% | 2026-03-31 |
| 5 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 2417 | $397,766 | 0.01% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 1 holders, $22.2M aggregate, 0272057 shares
- 2023-12-31: 1 holders, $28.6M aggregate, 0306408 shares
- 2024-03-31: 2 holders, $29.1M aggregate, 03059002846 shares
- 2024-06-30: 2 holders, $29.8M aggregate, 03038512293 shares
- 2024-09-30: 2 holders, $49.1M aggregate, 0301627169357 shares
- 2024-12-31: 3 holders, $40.4M aggregate, 0280424382382591 shares
- 2025-03-31: 5 holders, $126.2M aggregate, 076317426035145313100002593 shares
- 2025-06-30: 5 holders, $157.4M aggregate, 079116726951544071100002553 shares
- 2025-09-30: 4 holders, $174.3M aggregate, 0785597268428397322478 shares
- 2025-12-31: 5 holders, $138.4M aggregate, 047223926050331138132832352 shares
- 2026-03-31: 5 holders, $125.5M aggregate, 047636523806030832147622417 shares

## Recent congressional trades (42)

- 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: 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
- 2025-10-07: Ro Khanna (Democrat-CA) 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
- 2025-08-04: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-07-11: Ritchie Torres (Democrat-NY) sale $1,001 - $15,000
- 2025-07-01: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-06-06: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-06-06: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-05-28: Ro Khanna (Democrat-CA) sale $15,001 - $50,000
- 2025-05-15: Julie Johnson (Democrat-TX) sale $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."