InvestorLens

MS — MORGAN STANLEY

Financial Services · Investment Banking

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

About MORGAN STANLEY (MS)

MORGAN STANLEY (MS) appears in the most recent 13F filings of 4 tracked institutional investors. MORGAN STANLEY is classified in the Financial Services sector (Investment Banking industry). The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $1.2B. Across recent filings, tracked investors recorded 1 new positions, 0 increased, 0 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in MS

100
/100
Strong Institutional Accumulation
Added / Increased1
Reduced0
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track MS

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

MS Ownership Composition

How MORGAN STANLEY is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
89% of tracked value
Institutions
4
tracked investors
Total Reported
$2.2B
combined 13F value
Sectors2
  • Other88.8%
  • Hedge Funds11.2%
Other(3)
88.8%
Hedge Funds(1)
11.2%

Tracked investors reporting MS

  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    7.3M
    Value
    $1.2B
    % Portfolio
    0.19%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    4.7M
    Value
    $765.6M
    % Portfolio
    0.32%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    1.5M
    Value
    $248.2M
    % Portfolio
    0.32%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    14.8K
    Value
    $2.4M
    % Portfolio
    0.01%

Recent activity

Frequently asked questions

How many institutional investors hold MS?
4 tracked institutional investors disclosed a position in MS (MORGAN STANLEY) in their most recent 13F filing.
Who is the largest institutional holder of MS?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in MS, valued at $1.2B.
Did institutional ownership of MS increase or decrease?
Across recent 13F filings, tracked investors recorded 1 new positions, 0 increased, 0 reduced, and 0 fully exited MS.
What sector is MS in?
MORGAN STANLEY is classified in the Financial Services GICS sector, Investment Banking industry.
Where does this MS ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.