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 2019Sound Shore ManagementBuy651,3264,198,297$179,141
Q3 2019Hancock Classic ValueSell-280,1338,615,226$367,612
Q3 2019Greenhaven AssociatesBuy273,500273,500$11,670
Q3 2019Eagle Capital ManagementBuy86,74415,499,118$661,347
Q3 2019Matrix Advisors Value FundSell-4,573245,376$10,470
Q2 2019Sound Shore ManagementBuy3,546,9713,546,971$155,393
Q2 2019Renaissance Technologies LLCSell-3,300,1001,354,100$59,323
Q2 2019Hancock Classic ValueSell-90,7258,895,359$389,706
Q2 2019Eagle Capital ManagementBuy50,53615,412,374$675,216
Q2 2019Matrix Advisors Value FundSell-34,744249,949$10,950
Q1 2019Hancock Classic ValueSell-276,4998,986,084$379,213
Q1 2019Eagle Capital ManagementBuy88,13415,361,838$648,270
Q1 2019Matrix Advisors Value FundBuy23,586284,693$12,014
Q1 2019Muhlenkamp & CoBuy5,00010,805$456
Q4 2018ValueAct HoldingsBuy5,418,09126,228,561$1,039,962
Q4 2018Eagle Capital ManagementBuy3,769,27115,273,704$605,602
Q4 2018Hancock Classic ValueBuy1,163,4989,262,583$367,261
Q4 2018Matrix Advisors Value FundBuy96,918261,107$10,353
Q3 2018Eagle Capital ManagementBuy5,664,43011,504,433$535,761
Q3 2018Renaissance Technologies LLCBuy4,478,0004,654,200$216,746
Q3 2018ValueAct HoldingsBuy2,100,85020,810,470$969,144
Q3 2018Hancock Classic ValueSell-148,1818,099,085$377,174
Q3 2018Matrix Advisors Value FundSell-3,491164,189$7,646
Q2 2018ValueAct HoldingsBuy750,00018,709,620$886,836
Q2 2018Egerton Capital UKSell-508,0312,628,323$124,583
Q2 2018Eagle Capital ManagementSell-82,6795,840,003$276,816
Q2 2018Hancock Classic ValueBuy47,2608,247,266$390,920
Q2 2018Matrix Advisors Value FundSell-3,188167,680$7,948
Q2 2018Sequoia Financial AdvisorsSell-7225,368$254
Q1 2018Hancock Classic ValueSell-503,1678,200,006$442,472

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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