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Morgan Stanley — Major Holders & Superinvestors

MS
NYSEFinancial ServicesFinancial - Capital MarketsCIK 0000895421morganstanley.comAbout MS
Last close · Oct 16, 2026180.54−1.56 (−0.86%)
Market cap$284.8B

Of the 85 managers this site tracks, 7 held Morgan Stanley (MS) at the end of Q3 2026, their latest 13Fs. The largest position by value was Viking Global's, $339.2M; Richard Pzena's ($95.0M) and David Katz's ($38.6M) follow. No Schedule 13D or 13G is on file for MS from the activists and large holders the site follows.

Superinvestors holding MS

7 of the tracked managers · latest 13F
ManagerFirmQuarterSharesValue
Viking GlobalViking Global Investors LPQ2 20262M$339.2M
Richard PzenaPzena Investment Management LLCQ2 2026454,492$95.0M
David KatzMatrix Asset Advisors IncQ3 2026205,191$38.6M
SorosSoros Fund Management LLCQ2 202619,096$4.0M
BridgewaterBridgewater Associates, LPQ2 202618,729$3.9M
TorrayTorray Investment Partners LLCQ2 20262,377$496,888
Mairs & PowerMairs & Power IncQ2 20261,036$216,565

13D/13G are SEC beneficial-ownership disclosures, triggered only above 5%; a 13F is a quarterly snapshot filed up to 45 days after quarter end. Superinvestor names link to their full portfolios under Investors.