MORGAN STANLEY (MS) Institutional Ownership and Insiders Activity
MORGAN STANLEY (MS) is widely held by institutional investors, with 7 tracked firms reporting positions valued at approximately $552.93M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Viking Global Investors is the largest disclosed holder, reporting approximately $339.19M in MS holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Viking Global Investors representing the majority of disclosed value.
Recent insider activity includes 24 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.
Institutional Holders
7
Total Reported Value
$552.93M
Largest Holder
Viking Global Investors
Largest Position
$339.19M
Insider Transactions (90d)
24
Latest Filing Quarter
Q2 2026
New Institutional Positions
2
Funds Exiting Positions
0
Top Institutional Owners
View all- Viking Global Investors$339.19M
- Hancock Classic Value$95.01M
- Sequoia Financial Advisors$58.54M
- Matrix Advisors Value Fund$43.49M
- Eagle Capital Management$15.99M
ms News
All news- Bridger Management LLC Investment Activity Analysis for Q2 2026
Aug 21, 2026 · valut.ai
- Basswood Capital Management Q2 2026 Portfolio Shifts: Key Acquisitions and Disposals
Aug 18, 2026 · valut.ai
- Mitsubishi UFJ Financial Group Portfolio Concentration: A Deep Dive into a Single Holding
Aug 17, 2026 · valut.ai
- Marvin & Palmer Associates Inc Activity Analysis: Q2 2026 Portfolio Changes
Aug 10, 2026 · valut.ai
- New Republic Capital Q2 2026 Portfolio Activity: Heavy Investments in Tech Giants
Aug 4, 2026 · valut.ai
- P.A.W. Capital Corp Q2 Portfolio Changes: Focus on Financials and Tech
Jul 30, 2026 · valut.ai
- Westbourne Investment Advisors Q2 2026 Portfolio Changes
Jul 28, 2026 · valut.ai
- Morangie Management Llc Investment Activity Analysis: Q2 2026 Portfolio Shifts
Jul 19, 2026 · valut.ai
Related MS Institutional Insights:
- MS Institutional Ownership & Insiders Activity
- MS Institutional Ownership & 13F Activity
- MS Top Institutional Shareholders
- MS Institutional Buying Activity
- MS Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- MS Insider Trading & SEC Form 4 Activity
- MS Articles
- Top Institutional Investor Stock Rankings