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.

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

Name: MORGAN STANLEY (MS) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Financial Services · Investment Banking

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

/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

tracked investors

Total Reported

$2.2B

combined 13F value

Other88.8%
Hedge Funds11.2%

Other(3)

88.8%

Hedge Funds(1)

11.2%

Tracked investors reporting MS

Investor	Firm	Shares	Market value	% of portfolio	As of
Ken Griffin	Citadel Advisors	7.3M	$1.2B	0.19%	Mar 31, 2026
Izzy Englander	Millennium Management	4.7M	$765.6M	0.32%	Mar 31, 2026
Steve Cohen	Point72 Asset Management	1.5M	$248.2M	0.32%	Mar 31, 2026
Ray Dalio	Bridgewater Associates	14.8K	$2.4M	0.01%	Mar 31, 2026

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

Investor	Action	Δ %	Current value	Filing date
Ray Dalio	New	—	$2.4M	May 15, 2026

Ray Dalio
New
$2.4MMay 15, 2026

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.