Morgan Stanley (MS) Held by Superinvestors
MORGAN STANLEY (MS) is currently held by 7 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $552.93M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Viking Global Investors is currently the largest disclosed institutional shareholder of MS tracked by InsiderSet, reporting ownership valued at approximately $339.19M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $308.33M, representing an estimated loss of -9.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed MS value among the investors covered in this analysis. Major shareholders include Viking Global Investors, Hancock Classic Value, Sequoia Financial Advisors, and several other long-term asset managers with concentrated positions in MORGAN STANLEY (MS).
This page ranks the largest institutional MS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Viking Global Investors | Ole Andreas Halvorsen | 0.97% | 1,622,593 | $339,186,841 | $308,325,122 | -$30,861,719 | -9.10% |
| Hancock Classic Value | Richard Pzena | 0.28% | 454,492 | $95,007,008 | $86,362,570 | -$8,644,438 | -9.10% |
| Sequoia Financial Advisors | 0.29% | 280,037 | $58,538,965 | $53,212,631 | -$5,326,334 | -9.10% | |
| Matrix Advisors Value Fund | David Katz | 3.54% | 208,042 | $43,489,028 | $39,532,141 | -$3,956,887 | -9.10% |
| Eagle Capital Management | Ravenel Boykin Curry IV | 0.05% | 76,500 | $15,991,560 | $14,536,530 | -$1,455,030 | -9.10% |
| Torray Fund | Robert Torray | 0.07% | 2,377 | $496,888 | $451,678 | -$45,210 | -9.10% |
| Mairs & Power Growth Fund | Andrew R. Adams | 0.00% | 1,036 | $216,565 | $196,861 | -$19,704 | -9.10% |
Frequently asked questions about MS
Who are the largest superinvestors holding MS?
The largest superinvestors holding MS in the latest SEC Form 13F filings include Viking Global Investors, Hancock Classic Value, Sequoia Financial Advisors, Matrix Advisors Value Fund, and Eagle Capital Management. InsiderSet ranks these superinvestors by their latest reported MS position.
What does the MS superinvestors page include?
This page tracks MS positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. MORGAN STANLEY (MS) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold MS?
InsiderSet currently tracks 7 superinvestors reporting MS holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own MS.
How much MS stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $552.93M in MS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were MS superinvestor holdings last updated?
The latest MS superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor MS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its MS position after the reporting date.
Are superinvestors buying or selling MS?
Buying and selling can be analyzed by comparing MS positions across consecutive 13F reporting periods. InsiderSet's MS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MS ownership changes.
How have superinvestor MS holdings changed over time?
InsiderSet tracks MS holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.