MORGAN STANLEY (MS) Institutional Ownership

MS is currently held by 6 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $291.35M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Renaissance Technologies LLC, which reported ownership valued at approximately $110.94M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Renaissance Technologies LLC's MS position is now estimated to be worth approximately $152.37M, representing an estimated gain of +37.35% since the filing period.

Major shareholders tracked on this page include Renaissance Technologies LLC, Hancock Classic Value, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 98% of the total disclosed value among the investors covered in this analysis.

This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward MORGAN STANLEY (MS).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20266$291,354,0581,770,397
Q4 20255$197,918,0691,114,843
Q3 20255$227,735,0981,432,656
Q2 20256$196,437,6121,394,559
Q1 20256$157,063,4011,346,219
Q4 20246$154,287,5561,227,232
Q3 20247$210,226,2832,016,752
Q2 20247$153,140,9501,575,689
Q1 20247$120,691,1211,675,135
Q4 20235$116,838,7931,252,963
Q3 20236$104,303,6321,277,135
Q2 20235$183,141,1192,144,510