Stock Ownership/MS

MORGAN STANLEY (MS): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in MS · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
42
13F filers
Aggregate Value
$10.6B
Across holders
Last Price
$214.08
2026-08-24
Sector
Financials
GICS
Quarterly fund activity19 increased23 reduced4 exited
Full exits: VOLORIDGE INVESTMENT MANAGEMENT, LLC, Verition Fund Management LLC, RENAISSANCE TECHNOLOGIES LLC, Hound Partners, LLC
Institutional Holders of MS
↗
42 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
Fisher Asset Management, LLC
CIK 0000850529
Institutional Manager26.17M$5.5B51.4%1.6%Added+$119.8MQ2 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund4.65M$971.8M9.1%0.8%Added+$326.7MQ2 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund3.42M$715.7M6.7%0.5%Reduced+$713.8MQ2 2026
AXIOM INVESTORS LLC /DE
CIK 0001109147
Hedge Fund2.79M$582.6M5.5%5.0%Reduced$-68.5MQ2 2026
VIKING GLOBAL INVESTORS LP
CIK 0001103804
Hedge Fund1.62M$339.2M3.2%1.0%Added—Q2 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund1.42M$297.7M2.8%0.3%Added+$267.5MQ2 2026
Holocene Advisors, LP
CIK 0001700574
Hedge Fund1.05M$220.0M2.1%0.5%Added+$92.1MQ2 2026
Squarepoint Ops LLC
CIK 0001642575
Hedge Fund1.04M$216.9M2.0%0.2%Reduced+$190.8MQ2 2026
SHAW D E & CO INC
CIK 0001009207
Hedge Fund1.03M$215.6M2.0%0.1%Reduced+$39.9MQ2 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.
CIK 0001165408
Hedge Fund929K$194.2M1.8%0.3%Reduced$-9.1MQ2 2026
Fisher Asset Management, LLCAdded
Institutional Manager
$5.5B· 51.4% of total· 1.6% port· 26.17M sh· +$119.8M QoQ· Q2 2026
MARSHALL WACE, LLPAdded
Hedge Fund
$971.8M· 9.1% of total· 0.8% port· 4.65M sh· +$326.7M QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPReduced
Hedge Fund
$715.7M· 6.7% of total· 0.5% port· 3.42M sh· +$713.8M QoQ· Q2 2026
AXIOM INVESTORS LLC /DEReduced
Hedge Fund
$582.6M· 5.5% of total· 5.0% port· 2.79M sh· $-68.5M QoQ· Q2 2026
VIKING GLOBAL INVESTORS LPAdded
Hedge Fund
$339.2M· 3.2% of total· 1.0% port· 1.62M sh· — QoQ· Q2 2026
Qube Research & Technologies LtdAdded
Hedge Fund
$297.7M· 2.8% of total· 0.3% port· 1.42M sh· +$267.5M QoQ· Q2 2026
Holocene Advisors, LPAdded
Hedge Fund
$220.0M· 2.1% of total· 0.5% port· 1.05M sh· +$92.1M QoQ· Q2 2026
Squarepoint Ops LLCReduced
Hedge Fund
$216.9M· 2.0% of total· 0.2% port· 1.04M sh· +$190.8M QoQ· Q2 2026
SHAW D E & CO INCReduced
Hedge Fund
$215.6M· 2.0% of total· 0.1% port· 1.03M sh· +$39.9M QoQ· Q2 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.Reduced
Hedge Fund
$194.2M· 1.8% of total· 0.3% port· 929K sh· $-9.1M QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$191.4M· 1.8% of total· 0.1% port· 916K sh· +$185.5M QoQ· Q2 2026
CITADEL ADVISORS LLCReduced
Hedge Fund
$113.9M· 1.1% of total· 0.0% port· 545K sh· +$56.1M QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCReduced
Hedge Fund
$110.6M· 1.0% of total· 0.0% port· 529K sh· +$14.6M QoQ· Q2 2026
Woodline Partners LPAdded
Hedge Fund
$108.9M· 1.0% of total· 0.3% port· 521K sh· +$79.9M QoQ· Q2 2026
PZENA INVESTMENT MANAGEMENT LLCReduced
Institutional Manager
$95.0M· 0.9% of total· 0.3% port· 454K sh· $-4.6M QoQ· Q2 2026
PRIMECAP MANAGEMENT CO/CA/Reduced
Institutional Manager
$90.3M· 0.8% of total· 0.1% port· 432K sh· $-84K QoQ· Q2 2026
Rockefeller Capital Management L.P.Added
Hedge Fund
$89.4M· 0.8% of total· 0.1% port· 428K sh· $-316.4M QoQ· Q2 2026
BALYASNY ASSET MANAGEMENT LLCReduced
Hedge Fund
$80.5M· 0.8% of total· 0.1% port· 385K sh· +$62.7M QoQ· Q2 2026
Hudson Bay Capital Management LPAdded
Hedge Fund
$74.3M· 0.7% of total· 0.2% port· 356K sh· +$1.4M QoQ· Q2 2026
TUDOR INVESTMENT CORP ET ALAdded
Hedge Fund
$56.4M· 0.5% of total· 0.1% port· 270K sh· +$50.7M QoQ· Q2 2026
PineBridge Investments, L.P.Added
Hedge Fund
$56.4M· 0.5% of total· 0.4% port· 355K sh· +$21.5M QoQ· Q3 2025
Point72 Asset Management, L.P.Reduced
Hedge Fund
$51.3M· 0.5% of total· 0.1% port· 245K sh· +$45.5M QoQ· Q2 2026
TCW GROUP INCReduced
Hedge Fund
$47.9M· 0.4% of total· 0.3% port· 229K sh· +$36.9M QoQ· Q2 2026
Man Group plcReduced
Hedge Fund
$41.6M· 0.4% of total· 0.1% port· 199K sh· +$40.9M QoQ· Q2 2026
Walleye Capital LLCAdded
Hedge Fund
$35.6M· 0.3% of total· 0.1% port· 170K sh· +$18.4M QoQ· Q2 2026
FRED ALGER MANAGEMENT, LLCAdded
Hedge Fund
$32.3M· 0.3% of total· 0.1% port· 154K sh· +$1.2M QoQ· Q2 2026
JUPITER ASSET MANAGEMENT LTDAdded
Hedge Fund
$26.2M· 0.2% of total· 0.1% port· 125K sh· +$7.7M QoQ· Q2 2026
Clearbridge Investments, LLCReduced
Hedge Fund
$26.1M· 0.2% of total· 0.0% port· 125K sh· $-6.5M QoQ· Q2 2026
GAMCO INVESTORS, INC. ET ALReduced
Institutional Manager
$20.9M· 0.2% of total· 0.2% port· 100K sh· $-1.5M QoQ· Q2 2026
EAGLE CAPITAL MANAGEMENT LLCReduced
Hedge Fund
$16.0M· 0.2% of total· 0.0% port· 77K sh· $-646K QoQ· Q2 2026
Rokos Capital Management LLPReduced
Hedge Fund
$14.5M· 0.1% of total· 0.1% port· 69K sh· $-35.0M QoQ· Q2 2026
Gotham Asset Management, LLCAdded
Hedge Fund
$9.5M· 0.1% of total· 0.0% port· 45K sh· +$29K QoQ· Q2 2026
Parallax Volatility Advisers, L.P.Added
Hedge Fund
$7.8M· 0.1% of total· 0.0% port· 37K sh· $-33.0M QoQ· Q2 2026
Fulcrum Asset Management LLPAdded
Hedge Fund
$5.7M· 0.1% of total· 0.6% port· 27K sh· +$2.0M QoQ· Q2 2026
Schonfeld Strategic Advisors LLCReduced
Hedge Fund
$4.6M· 0.0% of total· 0.0% port· 22K sh· $-19.9M QoQ· Q2 2026
SOROS FUND MANAGEMENT LLCAdded
Family Office
$4.0M· 0.0% of total· 0.0% port· 19K sh· — QoQ· Q2 2026
Bridgewater Associates, LPAdded
Hedge Fund
$3.9M· 0.0% of total· 0.0% port· 19K sh· +$829K QoQ· Q2 2026
Grantham, Mayo, Van Otterloo & Co. LLCReduced
Institutional Manager
$3.5M· 0.0% of total· 0.0% port· 17K sh· $-522K QoQ· Q2 2026
CAPSTONE INVESTMENT ADVISORS, LLCReduced
Hedge Fund
$3.3M· 0.0% of total· 0.0% port· 16K sh· $-39.3M QoQ· Q2 2026
Bridgewater Advisors Inc.Reduced
Hedge Fund
$1.8M· 0.0% of total· 0.1% port· 8K sh· $-1K QoQ· Q2 2026
Alphadyne Asset Management LPReduced
Hedge Fund
$570K· 0.0% of total· 0.0% port· 3K sh· $-5.5M QoQ· Q2 2026
Ancora Advisors, LLCReduced
Hedge Fund
$96K· 0.0% of total· 0.0% port· 458 sh· $-89K QoQ· Q2 2026
1–10 of 42
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