MORGAN STANLEY (MS) Stock Institutional Trading Activity
MORGAN STANLEY (MS) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q1 2026), investors with some of the largest reported share count changes include Matrix Advisors Value Fund, Sequoia Financial Advisors, Torray Fund, Hancock Classic Value, and Eagle Capital Management. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.
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| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2014 | Eagle Capital Management | Sell | -2,111,055 | 28,240,824 | $913,026 |
| Q2 2014 | Miller Value Partners | Sell | -66,950 | 640,275 | $20,701 |
| Q2 2014 | Hancock Classic Value | Buy | 676,780 | 12,957,017 | $418,900 |
| Q1 2014 | Ariel Appreciation Fund | Buy | 4,800 | 158,680 | $4,946 |
| Q1 2014 | Muhlenkamp & Co | Buy | 307,370 | 319,435 | $9,957 |
| Q1 2014 | Matrix Advisors Value Fund | Sell | -19,935 | 702,046 | $21,883 |
| Q1 2014 | Eagle Capital Management | Buy | 315,708 | 30,351,879 | $946,068 |
| Q1 2014 | Miller Value Partners | Sell | -700 | 707,225 | $22,045 |
| Q1 2014 | Hancock Classic Value | Sell | -204,073 | 12,280,237 | $382,775 |
| Q4 2013 | Muhlenkamp & Co | Buy | 805 | 12,065 | $378 |
| Q4 2013 | Ariel Appreciation Fund | Sell | -34,695 | 153,880 | $4,826 |
| Q4 2013 | Matrix Advisors Value Fund | Sell | -22,058 | 721,981 | $22,641 |
| Q4 2013 | Eagle Capital Management | Sell | -125,881 | 30,036,171 | $941,934 |
| Q4 2013 | Miller Value Partners | Buy | 28,550 | 707,925 | $22,201 |
| Q4 2013 | Hancock Classic Value | Sell | -245,735 | 12,484,310 | $391,508 |
| Q3 2013 | Ariel Appreciation Fund | Sell | -28,050 | 188,575 | $5,082 |
| Q3 2013 | Matrix Advisors Value Fund | Sell | -12,018 | 744,039 | $20,052 |
| Q3 2013 | Eagle Capital Management | Buy | 554,078 | 30,162,052 | $812,867 |
| Q3 2013 | Renaissance Technologies LLC | Buy | 612,400 | 612,400 | $16,504 |
| Q3 2013 | Miller Value Partners | Buy | 23,325 | 679,375 | $18,310 |
| Q3 2013 | Hancock Classic Value | Sell | -541,295 | 12,730,045 | $343,075 |
| Q2 2013 | Muhlenkamp & Co | Buy | 11,260 | 11,260 | $275 |
| Q2 2013 | Ariel Appreciation Fund | Buy | 216,625 | 216,625 | $5,292 |
| Q2 2013 | Matrix Advisors Value Fund | Buy | 756,057 | 756,057 | $18,470 |
| Q2 2013 | Eagle Capital Management | Buy | 29,607,974 | 29,607,974 | $723,323 |
| Q2 2013 | Miller Value Partners | Buy | 656,050 | 656,050 | $16,028 |
| Q2 2013 | Hancock Classic Value | Buy | 13,271,340 | 13,271,340 | $324,219 |
Frequently asked questions about MS activity
Which institutional owners are buying MS?
Institutional owners buying MS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MS activity?
"Buy" means an investor increased their reported position in MS compared to the prior reporting period. This reflects growing exposure to MORGAN STANLEY (MS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MS increasing?
Institutional interest in MS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.