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 2017Matrix Advisors Value FundSell-85,670185,831$7,961
Q1 2017Sequoia Financial AdvisorsBuy7,12194,059$4,029
Q1 2017Muhlenkamp & CoSell-7005,805$249
Q4 2016ValueAct HoldingsSell-14,999,00026,901,000$1,136,567
Q4 2016Egerton Capital UKBuy2,225,3812,225,381$94,022
Q4 2016Hancock Classic ValueSell-1,369,7239,972,762$421,349
Q4 2016Eagle Capital ManagementSell-1,206,10913,843,266$584,878
Q4 2016Ariel Appreciation FundSell-129,150116,692$4,930
Q4 2016Matrix Advisors Value FundSell-125,897271,501$11,471
Q4 2016Sequoia Financial AdvisorsBuy45,28086,938$3,673
Q4 2016Dodge & Cox Stock FundSell-8005,500$232
Q3 2016ValueAct HoldingsBuy3,900,00041,900,000$1,343,314
Q3 2016Hancock Classic ValueSell-1,550,17211,342,485$363,640
Q3 2016Eagle Capital ManagementSell-741,98815,049,375$482,483
Q3 2016Muhlenkamp & CoSell-313,9706,505$209
Q3 2016Sequoia Financial AdvisorsBuy41,65841,658$1,336
Q3 2016Matrix Advisors Value FundSell-9,655397,398$12,741
Q3 2016Dodge & Cox Stock FundSell-7,3206,300$202
Q2 2016ValueAct HoldingsBuy38,000,00038,000,000$987,240
Q2 2016Eagle Capital ManagementSell-248,99915,791,363$410,260
Q2 2016Hancock Classic ValueBuy243,57412,892,657$334,951
Q2 2016Ariel Appreciation FundBuy45,717245,842$6,387
Q2 2016Matrix Advisors Value FundBuy2,918407,053$10,575
Q1 2016Hancock Classic ValueBuy3,165,46512,649,083$316,354
Q1 2016Eagle Capital ManagementSell-188,16316,040,362$401,169
Q1 2016Ariel Appreciation FundBuy42,625200,125$5,005
Q1 2016Matrix Advisors Value FundBuy26,230404,135$10,107
Q4 2015Third PointBuy3,000,0003,000,000$95,430
Q4 2015Renaissance Technologies LLCSell-451,133161,267$5,130
Q4 2015Hancock Classic ValueSell-194,5479,483,618$301,674

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