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

Why are billionaires buying MS?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 3 buying vs 0 selling last quarter
73
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their MS position last quarter, 3 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Andreas Halvorsen, George Soros, Ray Dalio)
  • +6 tracked investors reported holding MS at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Financial Servicessource
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About MORGAN STANLEY (MS)

MORGAN STANLEY (MS) appears in the most recent 13F filings of 6 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 $1.3B. Across recent filings, tracked investors recorded 6 new positions, 6 increased, 5 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in MS

60
/100
Institutional Accumulation
Added / Increased12
Reduced5
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track MS

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

MS Ownership Composition

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

Dominant Type
Multi-Strategy / Quant
77% of tracked value
Institutions
6
tracked investors
Total Reported
$1.8B
combined 13F value
Types3
  • Multi-Strategy / Quant77.1%
  • Other19.3%
  • Macro3.6%
Multi-Strategy / Quant(3)
77.1%
Other(1)
19.3%
Macro(2)
3.6%

Tracked investors currently reporting MS

1 tracked investor has since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    5M
    Value
    $1B
    % Portfolio
    0.12%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    1.2M
    Value
    $251.6M
    % Portfolio
    0.09%
  • Andreas HalvorsenJun 30, 2026
    Viking Global Investors
    Shares
    1.6M
    Value
    $339.2M
    % Portfolio
    0.97%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    269.5K
    Value
    $56.3M
    % Portfolio
    0.06%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    279K
    Value
    $58.3M
    % Portfolio
    0.08%
  • George SorosJun 30, 2026
    Soros Fund Management
    Shares
    19.1K
    Value
    $4M
    % Portfolio
    0.05%

Previously held MS

These investors reported MS in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Ray DalioBridgewater Associates169.4K$17.7MSep 30, 2024

Recent activity

Frequently asked questions

How many institutional investors hold MS?
6 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 $1.3B.
Did institutional ownership of MS increase or decrease?
Across recent 13F filings, tracked investors recorded 6 new positions, 6 increased, 5 reduced, and 3 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.
MS (MORGAN STANLEY) — Institutional Holders & 13F History — InvestorLens