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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- MORGAN STANLEY (MS) stock institutional ownership
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| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q3 2020 | Tweedy, Browne Co All Funds (US) | Buy | 655 | 463,155 | $22,394 |
| Q3 2020 | Hancock Classic Value | Sell | -1,206,364 | 6,178,326 | $298,722 |
| Q3 2020 | ValueAct Holdings | Sell | -2,750,000 | 11,500,000 | $556,025 |
| Q3 2020 | Greenhaven Associates | Sell | -285,100 | 9,209,774 | $445,293 |
| Q2 2020 | Eagle Capital Management | Sell | -334,447 | 14,830,891 | $716,332 |
| Q2 2020 | Sound Shore Management | Sell | -918,235 | 2,451,406 | $118,403 |
| Q2 2020 | Sequoia Financial Advisors | Sell | -6,455 | 0 | $322 |
| Q2 2020 | Matrix Advisors Value Fund | Sell | -5,665 | 220,185 | $10,635 |
| Q2 2020 | Tweedy, Browne Co All Funds (US) | Buy | 462,500 | 462,500 | $22,339 |
| Q2 2020 | Hancock Classic Value | Sell | -1,094,805 | 7,384,690 | $356,681 |
| Q2 2020 | Greenhaven Associates | Buy | 6,579,774 | 9,494,874 | $458,602 |
| Q1 2020 | Eagle Capital Management | Sell | -169,131 | 15,165,338 | $515,621 |
| Q1 2020 | Sound Shore Management | Sell | -104,986 | 3,369,641 | $114,568 |
| Q1 2020 | Sequoia Financial Advisors | Buy | 1,087 | 6,455 | $219 |
| Q1 2020 | Renaissance Technologies LLC | Sell | -2,414,700 | 56,500 | $1,921 |
| Q1 2020 | Matrix Advisors Value Fund | Sell | -14,912 | 225,850 | $7,679 |
| Q1 2020 | Hancock Classic Value | Sell | -215,769 | 8,479,495 | $288,303 |
| Q1 2020 | ValueAct Holdings | Sell | -750,000 | 14,250,000 | $484,500 |
| Q1 2020 | Greenhaven Associates | Buy | 2,641,600 | 2,915,100 | $99,113 |
| Q4 2019 | Dodge & Cox Stock Fund | Sell | -500 | 4,000 | $204 |
| Q4 2019 | Sound Shore Management | Sell | -723,670 | 3,474,627 | $177,623 |
| Q4 2019 | Eagle Capital Management | Sell | -164,649 | 15,334,469 | $783,898 |
| Q4 2019 | Matrix Advisors Value Fund | Sell | -4,614 | 240,762 | $12,308 |
| Q4 2019 | Hancock Classic Value | Buy | 80,038 | 8,695,264 | $444,502 |
| Q4 2019 | ValueAct Holdings | Sell | -7,250,000 | 15,000,000 | $766,800 |
| Q3 2019 | Sound Shore Management | Buy | 651,326 | 4,198,297 | $179,141 |
| Q3 2019 | Eagle Capital Management | Buy | 86,744 | 15,499,118 | $661,347 |
| Q3 2019 | Matrix Advisors Value Fund | Sell | -4,573 | 245,376 | $10,470 |
| Q3 2019 | Greenhaven Associates | Buy | 273,500 | 273,500 | $11,670 |
| Q3 2019 | Renaissance Technologies LLC | Buy | 1,117,100 | 2,471,200 | $105,446 |
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.