George Soros's MS Position Overview
George Soros (via Soros Fund Management LLC) currently holds 19,096 shares of Morgan Stanley (MS) worth $3.99 M, representing 0.05% of the portfolio. First purchased in 2018-Q1, this medium-term investment has been held for 14 quarters.
Based on 13F filings, George Soros has maintained a strategic position in MS, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2020, adding 582,263 shares. Largest reduction occurred in Q3 2019, reducing 486,325 shares.
Analysis based on 13F filings available since 2013 Q2
George Soros's Morgan Stanley (MS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Morgan Stanley (MS) Trades by George Soros
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +19,096 | New Buy | 19,096 | $209.04 |
| Q1 2021 | -99,701 | Sold Out | 0 | $0.00 |
| Q3 2020 | -482,562 | Reduce 82.88% | 99,701 | $48.35 |
| Q2 2020 | +582,263 | New Buy | 582,263 | $48.30 |
| Q1 2020 | -134,143 | Sold Out | 0 | $0.00 |
| Q3 2019 | -486,325 | Reduce 78.38% | 134,143 | $42.67 |
| Q2 2019 | +102,006 | Add 19.67% | 620,468 | $43.81 |
| Q1 2019 | +252,602 | Add 95.01% | 518,462 | $42.20 |
| Q4 2018 | -32,095 | Reduce 10.77% | 265,860 | $39.65 |
| Q3 2018 | -210,603 | Reduce 41.41% | 297,955 | $46.57 |
| Q2 2018 | +10,899 | Add 2.19% | 508,558 | $47.40 |
| Q1 2018 | +497,659 | New Buy | 497,659 | $53.96 |
George Soros's Morgan Stanley Investment FAQs
George Soros first purchased Morgan Stanley (MS) in Q1 2018, acquiring 497,659 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
George Soros has held Morgan Stanley (MS) for 14 quarters since Q1 2018.
George Soros's largest addition to Morgan Stanley (MS) was in Q2 2020, adding 582,263 shares worth $28.12 M.
According to the latest 13F filing for Q2 2026, George Soros's firm, Soros Fund Management LLC, owns 19,096 shares of Morgan Stanley (MS), valued at approximately $3.99 M.
As of the Q2 2026 filing, Morgan Stanley (MS) represents approximately 0.05% of George Soros's publicly disclosed stock portfolio, making it one of their key holdings.
George Soros's peak holding in Morgan Stanley (MS) was 620,468 shares, as reported at the end of Q2 2019.