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 Form 13F filings. 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 2020Hancock Classic ValueSell-1,206,3646,178,326$298,722
Q3 2020Eagle Capital ManagementSell-1,160,96513,669,926$660,941
Q3 2020Greenhaven AssociatesSell-285,1009,209,774$445,293
Q3 2020Sound Shore ManagementSell-215,5192,235,887$108,105
Q3 2020Sequoia Financial AdvisorsBuy7,2237,223$349
Q3 2020Matrix Advisors Value FundSell-5,552214,633$10,378
Q3 2020Tweedy, Browne Co All Funds (US)Buy655463,155$22,394
Q2 2020Greenhaven AssociatesBuy6,579,7749,494,874$458,602
Q2 2020Hancock Classic ValueSell-1,094,8057,384,690$356,681
Q2 2020Sound Shore ManagementSell-918,2352,451,406$118,403
Q2 2020Tweedy, Browne Co All Funds (US)Buy462,500462,500$22,339
Q2 2020Eagle Capital ManagementSell-334,44714,830,891$716,332
Q2 2020Sequoia Financial AdvisorsSell-6,4550$322
Q2 2020Matrix Advisors Value FundSell-5,665220,185$10,635
Q1 2020Greenhaven AssociatesBuy2,641,6002,915,100$99,113
Q1 2020Renaissance Technologies LLCSell-2,414,70056,500$1,921
Q1 2020ValueAct HoldingsSell-750,00014,250,000$484,500
Q1 2020Hancock Classic ValueSell-215,7698,479,495$288,303
Q1 2020Eagle Capital ManagementSell-169,13115,165,338$515,621
Q1 2020Sound Shore ManagementSell-104,9863,369,641$114,568
Q1 2020Matrix Advisors Value FundSell-14,912225,850$7,679
Q1 2020Sequoia Financial AdvisorsBuy1,0876,455$219
Q4 2019ValueAct HoldingsSell-7,250,00015,000,000$766,800
Q4 2019Sound Shore ManagementSell-723,6703,474,627$177,623
Q4 2019Eagle Capital ManagementSell-164,64915,334,469$783,898
Q4 2019Hancock Classic ValueBuy80,0388,695,264$444,502
Q4 2019Matrix Advisors Value FundSell-4,614240,762$12,308
Q4 2019Dodge & Cox Stock FundSell-5004,000$204
Q3 2019ValueAct HoldingsSell-3,978,56122,250,000$949,408
Q3 2019Renaissance Technologies LLCBuy1,117,1002,471,200$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.

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