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
Q4 2021Matrix Advisors Value FundSell-944156,047$15,318
Q3 2021Hancock Classic ValueSell-654,7221,754,556$170,736
Q3 2021Eagle Capital ManagementSell-479,25315,010,646$1,460,686
Q3 2021Sound Shore ManagementSell-127,5821,113,324$108,338
Q3 2021Tweedy, Browne Co All Funds (US)Sell-44,200237,835$23,144
Q3 2021Sequoia Financial AdvisorsSell-19,78611,575$873
Q3 2021Greenhaven AssociatesSell-9,200267,090$25,991
Q3 2021Matrix Advisors Value FundSell-800156,991$15,277
Q2 2021Greenhaven AssociatesSell-5,417,974276,290$25,333
Q2 2021Eagle Capital ManagementBuy3,586,06215,489,899$1,420,269
Q2 2021Hancock Classic ValueSell-909,7202,409,278$220,907
Q2 2021Tweedy, Browne Co All Funds (US)Sell-121,585282,035$25,860
Q2 2021Sound Shore ManagementSell-60,5111,240,906$113,779
Q2 2021Matrix Advisors Value FundSell-2,976157,791$14,468
Q2 2021Sequoia Financial AdvisorsBuy2,31931,361$1,617
Q1 2021Greenhaven AssociatesSell-3,846,2815,694,264$442,217
Q1 2021Hancock Classic ValueSell-1,663,0393,318,998$257,753
Q1 2021Eagle Capital ManagementSell-1,145,19311,903,837$924,452
Q1 2021Sound Shore ManagementSell-599,9901,301,417$101,068
Q1 2021Tweedy, Browne Co All Funds (US)Sell-59,535403,620$31,345
Q1 2021Matrix Advisors Value FundSell-49,487160,767$12,485
Q1 2021Sequoia Financial AdvisorsBuy69029,042$1,220
Q4 2020ValueAct HoldingsSell-3,216,2788,283,722$567,683
Q4 2020Hancock Classic ValueSell-1,196,2894,982,037$341,419
Q4 2020Eagle Capital ManagementSell-620,89613,049,030$894,250
Q4 2020Sound Shore ManagementSell-334,4801,901,407$130,303
Q4 2020Greenhaven AssociatesBuy330,7719,540,545$653,814
Q4 2020Sequoia Financial AdvisorsBuy21,12928,352$1,105
Q4 2020Matrix Advisors Value FundSell-4,379210,254$14,409
Q3 2020ValueAct HoldingsSell-2,750,00011,500,000$556,025

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