MORGAN STANLEY (MS) Stock Institutional Owners


MORGAN STANLEY (MS) is held by 5 institutional investors with a total value of $191.75M. This comprehensive analysis highlights the top institutional holders led by Hancock Classic Value, Matrix Advisors Value Fund, Sequoia Financial Advisors, and others, who collectively account for nearly 100% of the total institutional ownership.Hancock Classic Value remains the largest institutional holder with a position worth $83.84M. Explore insights into ownership patterns, position sizes, and portfolio allocations to understand institutional investment strategies and market sentiment.

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NameInvestor/ManagerPortfolio %QuantityReported Balance
Hancock Classic ValueRichard Pzena0.25%472,239$83,836,590
Matrix Advisors Value FundDavid Katz4.16%260,503$46,247,037
Sequoia Financial Advisors0.25%259,311$41,220,126
Eagle Capital ManagementRavenel Boykin Curry IV0.04%79,588$14,129,258
Torray FundRobert Torray0.86%39,732$6,315,799

Frequently asked questions about MS

  • Who owns the most MS stock?

    The largest holders of MS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MORGAN STANLEY (MS).

  • Is MS widely held by superinvestors?

    Many widely followed stocks like MS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MS is represented among the institutional managers we track.