MORGAN STANLEY (MS) Institutional Ownership Changes & 13F Activity

MORGAN STANLEY (MS) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Matrix Advisors Value Fund, Hancock Classic Value, Torray Fund, and Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2024Torray FundBuy3,65148,487$5,054,334
Q3 2024Matrix Advisors Value FundSell-2,224301,627$31,441,598
Q3 2024Hancock Classic ValueBuy365750,188$78,199,597
Q2 2024Renaissance Technologies LLCSell-78,359318,624$30,967,067
Q2 2024Eagle Capital ManagementSell-24,147101,771$9,891,123
Q2 2024Sequoia Financial AdvisorsBuy3,69046,784$4,546,906
Q2 2024Torray FundBuy3,43044,836$4,357,657
Q2 2024Matrix Advisors Value FundSell-2,049303,851$29,531,000
Q2 2024Hancock Classic ValueSell-2,011749,823$72,875,297
Q1 2024Renaissance Technologies LLCBuy340,483396,983$37,380
Q1 2024Torray FundBuy41,40641,406$4,201,746
Q1 2024Sequoia Financial AdvisorsSell-14,85343,094$4,057,723
Q1 2024Eagle Capital ManagementSell-2,899125,918$11,856,439
Q1 2024Hancock Classic ValueBuy2,043751,834$70,792,689
Q1 2024Matrix Advisors Value FundSell-508305,900$28,803,544
Q4 2023Eagle Capital ManagementSell-63,142128,817$12,012,185
Q4 2023Matrix Advisors Value FundBuy34,351306,408$28,572,546
Q4 2023Sequoia Financial AdvisorsBuy31,95457,947$5,403,551
Q4 2023Hancock Classic ValueBuy545749,791$69,918,011
Q3 2023Eagle Capital ManagementSell-895,491191,959$15,677,292
Q3 2023Bill & Melinda Gates Foundation TrustBuy27,88027,880$2,276,960
Q3 2023Matrix Advisors Value FundBuy1,343272,057$22,218,895
Q3 2023Hancock Classic ValueSell-950749,246$61,190,921
Q3 2023Sequoia Financial AdvisorsSell-15725,993$2,122,864
Q2 2023Eagle Capital ManagementSell-4,351,3471,087,450$92,868,230
Q2 2023Matrix Advisors Value FundBuy7,386270,714$23,118,976
Q2 2023Hancock Classic ValueSell-4,260750,196$64,066,738
Q2 2023Sequoia Financial AdvisorsBuy1,40226,150$2,233,175
Q1 2023Eagle Capital ManagementSell-1,828,8715,438,797$477,526,377
Q1 2023Sequoia Financial AdvisorsBuy5,08724,748$2,172,876

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.

Related MS insights