MORGAN STANLEY (MS): Institutional Ownership
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
32
13F filers
Aggregate Value
$5.9B
Across holders
Last Price
$212.03
2026-06-26
Sector
Financials
GICS
Holder activity6 new13 added12 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 25.60M | $4.2B | 71.0% | 1.4% | Added | +$95.7M | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 2.16M | $354.7M | 6.0% | 0.1% | Added | +$37.0M | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 1.53M | $251.6M | 4.2% | 0.3% | Added | +$246.7M | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 1.07M | $176.8M | 3.0% | 0.2% | Added | +$127.9M | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | Hedge Fund | 973K | $160.1M | 2.7% | 0.2% | Added | +$8.2M | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 859K | $141.3M | 2.4% | 0.2% | Reduced | $-226.4M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 674K | $110.9M | 1.9% | 0.2% | New | — | Q1 2026 |
| Holocene Advisors, LP CIK 0001700574 | Hedge Fund | 611K | $100.6M | 1.7% | 0.2% | Reduced | $-184.0M | Q1 2026 |
| PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 | Institutional Manager | 476K | $78.4M | 1.3% | 0.3% | Added | +$679K | Q1 2026 |
| PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 | Institutional Manager | 432K | $71.2M | 1.2% | 0.1% | Unchanged | +$0 | Q1 2026 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 394K | $55.5M | 0.9% | 0.3% | New | — | Q2 2025 |
| Rokos Capital Management LLP CIK 0001666335 | Hedge Fund | 237K | $39.0M | 0.7% | 0.3% | Reduced | $-63.9M | Q1 2026 |
| Hudson Bay Capital Management LP CIK 0001393825 | Hedge Fund | 174K | $28.7M | 0.5% | 0.1% | Reduced | $-7.0M | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 156K | $25.7M | 0.4% | 0.0% | Reduced | $-59.7M | Q1 2026 |
| Hound Partners, LLC CIK 0001353316 | Hedge Fund | 142K | $23.3M | 0.4% | 2.9% | New | — | Q1 2026 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 117K | $19.3M | 0.3% | 0.1% | Added | +$18.9M | Q1 2026 |
| GAMCO INVESTORS, INC. ET AL CIK 0000807249 | Institutional Manager | 107K | $17.7M | 0.3% | 0.2% | Reduced | $-1.3M | Q1 2026 |
| Eisler Capital (UK) Ltd. CIK 0001849486 | Hedge Fund | 167K | $17.4M | 0.3% | 0.1% | Added | +$1.1M | Q3 2024 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 61K | $10.0M | 0.2% | 0.0% | Reduced | $-46.4M | Q1 2026 |
| CAXTON ASSOCIATES LLP CIK 0002051323 | Hedge Fund | 62K | $9.8M | 0.2% | 0.2% | New | — | Q3 2025 |
Added
Institutional Manager
$4.2B· 71.0% of total· 1.4% port· 25.60M sh· +$95.7M QoQ· Q1 2026
Added
Hedge Fund
$354.7M· 6.0% of total· 0.1% port· 2.16M sh· +$37.0M QoQ· Q1 2026
Added
Hedge Fund
$251.6M· 4.2% of total· 0.3% port· 1.53M sh· +$246.7M QoQ· Q1 2026
Added
Hedge Fund
$176.8M· 3.0% of total· 0.2% port· 1.07M sh· +$127.9M QoQ· Q1 2026
Added
Hedge Fund
$160.1M· 2.7% of total· 0.2% port· 973K sh· +$8.2M QoQ· Q1 2026
Reduced
Hedge Fund
$141.3M· 2.4% of total· 0.2% port· 859K sh· $-226.4M QoQ· Q1 2026
New
Hedge Fund
$110.9M· 1.9% of total· 0.2% port· 674K sh· — QoQ· Q1 2026
Reduced
Hedge Fund
$100.6M· 1.7% of total· 0.2% port· 611K sh· $-184.0M QoQ· Q1 2026
Added
Institutional Manager
$78.4M· 1.3% of total· 0.3% port· 476K sh· +$679K QoQ· Q1 2026
Unchanged
Institutional Manager
$71.2M· 1.2% of total· 0.1% port· 432K sh· +$0 QoQ· Q1 2026
New
Hedge Fund
$55.5M· 0.9% of total· 0.3% port· 394K sh· — QoQ· Q2 2025
Reduced
Hedge Fund
$39.0M· 0.7% of total· 0.3% port· 237K sh· $-63.9M QoQ· Q1 2026
Reduced
Hedge Fund
$28.7M· 0.5% of total· 0.1% port· 174K sh· $-7.0M QoQ· Q1 2026
Reduced
Hedge Fund
$25.7M· 0.4% of total· 0.0% port· 156K sh· $-59.7M QoQ· Q1 2026
New
Hedge Fund
$23.3M· 0.4% of total· 2.9% port· 142K sh· — QoQ· Q1 2026
Added
Hedge Fund
$19.3M· 0.3% of total· 0.1% port· 117K sh· +$18.9M QoQ· Q1 2026
Reduced
Institutional Manager
$17.7M· 0.3% of total· 0.2% port· 107K sh· $-1.3M QoQ· Q1 2026
Added
Hedge Fund
$17.4M· 0.3% of total· 0.1% port· 167K sh· +$1.1M QoQ· Q3 2024
Reduced
Hedge Fund
$10.0M· 0.2% of total· 0.0% port· 61K sh· $-46.4M QoQ· Q1 2026
New
Hedge Fund
$9.8M· 0.2% of total· 0.2% port· 62K sh· — QoQ· Q3 2025
Added
Hedge Fund
$7.4M· 0.1% of total· 0.0% port· 45K sh· +$54K QoQ· Q1 2026
Reduced
Hedge Fund
$5.7M· 0.1% of total· 0.0% port· 35K sh· $-9.5M QoQ· Q1 2026
Reduced
Hedge Fund
$3.7M· 0.1% of total· 0.0% port· 22K sh· $-7.9M QoQ· Q1 2026
Reduced
Hedge Fund
$3.3M· 0.1% of total· 0.0% port· 20K sh· $-7.4M QoQ· Q1 2026
Reduced
Institutional Manager
$3.2M· 0.1% of total· 0.0% port· 19K sh· $-1.6M QoQ· Q1 2026
Added
Hedge Fund
$2.4M· 0.0% of total· 0.0% port· 15K sh· +$243K QoQ· Q1 2026
Added
Hedge Fund
$1.6M· 0.0% of total· 0.1% port· 8K sh· +$394K QoQ· Q1 2026
New
Institutional Manager
$1.4M· 0.0% of total· 0.0% port· 10K sh· — QoQ· Q2 2025
Reduced
Hedge Fund
$839K· 0.0% of total· 0.0% port· 5K sh· $-313K QoQ· Q1 2026
New
Family Office
$788K· 0.0% of total· 0.0% port· 6K sh· — QoQ· Q2 2025
Added
Hedge Fund
$145K· 0.0% of total· 0.0% port· 883 sh· +$9K QoQ· Q1 2026
Added
Hedge Fund
$13K· 0.0% of total· 0.0% port· 81 sh· +$10K QoQ· Q1 2026
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