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
Q1 2023Hancock Classic ValueSell-4,202754,456$66,241,237
Q1 2023Matrix Advisors Value FundBuy1,508263,328$23,120,198
Q4 2022Eagle Capital ManagementSell-5,343,7487,267,668$617,897,133
Q4 2022Matrix Advisors Value FundBuy37,562261,820$22,259,936
Q4 2022Sound Shore ManagementSell-26,621619,501$52,669,975
Q4 2022Sequoia Financial AdvisorsSell-5,22319,661$1,671,593
Q4 2022Hancock Classic ValueSell-4,855758,658$64,501,103
Q3 2022Eagle Capital ManagementSell-1,367,46912,611,416$996,428
Q3 2022Sound Shore ManagementSell-519,324646,122$51,050
Q3 2022Matrix Advisors Value FundBuy35,860224,258$17,719
Q3 2022Tweedy, Browne Co All Funds (US)Sell-17,615105,055$8,300
Q3 2022Hancock Classic ValueSell-15,433763,513$60,325
Q3 2022Sequoia Financial AdvisorsSell-92624,884$1,095
Q2 2022Eagle Capital ManagementSell-149,24313,978,885$1,063,234
Q2 2022Tweedy, Browne Co All Funds (US)Sell-103,720122,670$9,330
Q2 2022Sound Shore ManagementSell-94,8011,165,446$88,644
Q2 2022Hancock Classic ValueSell-54,048778,946$59,247
Q2 2022Matrix Advisors Value FundBuy32,335188,398$14,330
Q2 2022Sequoia Financial AdvisorsSell-3,94625,810$1,148
Q1 2022Eagle Capital ManagementSell-433,24314,128,128$1,234,798
Q1 2022Hancock Classic ValueSell-186,002832,994$72,804
Q1 2022Sound Shore ManagementBuy153,3801,260,247$110,146
Q1 2022Tweedy, Browne Co All Funds (US)Sell-11,445226,390$19,786
Q1 2022Sequoia Financial AdvisorsSell-2,08029,756$1,604
Q1 2022Matrix Advisors Value FundBuy16156,063$13,640
Q4 2021Hancock Classic ValueSell-735,5601,018,996$100,025
Q4 2021Eagle Capital ManagementSell-449,27514,561,371$1,429,344
Q4 2021Greenhaven AssociatesSell-257,09010,000$982
Q4 2021Sequoia Financial AdvisorsBuy20,26131,836$1,790
Q4 2021Sound Shore ManagementSell-6,4571,106,867$108,650

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.

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