Ken Fisher's MS Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 25.02 M shares of Morgan Stanley (MS) worth $4.44 B, representing 1.52% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in MS, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2020, adding 7.91 M shares. Largest reduction occurred in Q1 2020, reducing 1.17 M shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Morgan Stanley (MS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Morgan Stanley (MS) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +524,189 | Add 2.14% | 25.02 M | $177.53 |
| Q3 2025 | +448,960 | Add 1.87% | 24.49 M | $158.96 |
| Q2 2025 | +749,150 | Add 3.22% | 24.05 M | $140.86 |
| Q1 2025 | +462,099 | Add 2.02% | 23.3 M | $116.67 |
| Q4 2024 | +428,956 | Add 1.91% | 22.83 M | $125.72 |
| Q3 2024 | +590,872 | Add 2.71% | 22.4 M | $104.24 |
| Q2 2024 | +1.03 M | Add 4.96% | 21.81 M | $97.19 |
| Q1 2024 | +554,743 | Add 2.74% | 20.78 M | $94.16 |
| Q4 2023 | +495,055 | Add 2.51% | 20.23 M | $93.25 |
| Q3 2023 | -182,649 | Reduce 0.92% | 19.73 M | $81.67 |
| Q2 2023 | +592,284 | Add 3.07% | 19.92 M | $85.40 |
| Q1 2023 | +350,375 | Add 1.85% | 19.32 M | $87.80 |
| Q4 2022 | +556,833 | Add 3.02% | 18.97 M | $85.02 |
| Q3 2022 | +7.51 M | Add 68.93% | 18.42 M | $79.01 |
| Q2 2022 | +132,655 | Add 1.23% | 10.9 M | $76.06 |
| Q1 2022 | +321,207 | Add 3.07% | 10.77 M | $87.40 |
| Q4 2021 | +474,238 | Add 4.75% | 10.45 M | $98.16 |
| Q3 2021 | +231,534 | Add 2.38% | 9.97 M | $97.31 |
| Q2 2021 | +235,518 | Add 2.48% | 9.74 M | $91.69 |
| Q1 2021 | +236,496 | Add 2.55% | 9.51 M | $77.66 |
| Q4 2020 | +392,165 | Add 4.42% | 9.27 M | $68.53 |
| Q3 2020 | +415,914 | Add 4.91% | 8.88 M | $48.35 |
| Q2 2020 | +7.91 M | Add 1424.86% | 8.46 M | $48.30 |
| Q1 2020 | -1.17 M | Reduce 67.74% | 554,949 | $34.00 |
| Q4 2019 | -66,240 | Reduce 3.71% | 1.72 M | $51.12 |
| Q3 2019 | -61,221 | Reduce 3.31% | 1.79 M | $42.67 |
| Q2 2019 | -52,018 | Reduce 2.74% | 1.85 M | $43.81 |
| Q1 2019 | -42,055 | Reduce 2.17% | 1.9 M | $42.20 |
| Q4 2018 | +14,996 | Add 0.78% | 1.94 M | $39.65 |
| Q3 2018 | -86,366 | Reduce 4.29% | 1.93 M | $46.57 |
| Q2 2018 | -53,842 | Reduce 2.60% | 2.01 M | $47.40 |
| Q1 2018 | -51,997 | Reduce 2.45% | 2.07 M | $53.96 |
| Q4 2017 | -44,243 | Reduce 2.04% | 2.12 M | $52.47 |
| Q3 2017 | -26,930 | Reduce 1.23% | 2.16 M | $48.17 |
| Q2 2017 | -14,748 | Reduce 0.67% | 2.19 M | $44.56 |
| Q1 2017 | -102,994 | Reduce 4.46% | 2.21 M | $42.84 |
| Q4 2016 | -41,884 | Reduce 1.78% | 2.31 M | $42.25 |
| Q3 2016 | +2.04 M | Add 656.92% | 2.35 M | $32.06 |
| Q2 2016 | -54,982 | Reduce 15.04% | 310,475 | $26.46 |
| Q1 2016 | +9,798 | Add 2.75% | 365,457 | $25.76 |
| Q4 2015 | +3,332 | Add 0.95% | 355,659 | $31.81 |
| Q3 2015 | +2,462 | Add 0.70% | 352,327 | $31.50 |
| Q2 2015 | -159 | Reduce 0.05% | 349,865 | $38.79 |
| Q1 2015 | +3,101 | Add 0.89% | 350,024 | $35.69 |
| Q4 2014 | +339,566 | Add 4615.55% | 346,923 | $38.80 |
| Q3 2014 | +112 | Add 1.55% | 7,357 | $34.52 |
| Q2 2014 | -2,250 | Reduce 23.70% | 7,245 | $32.30 |
| Q1 2014 | +1,771 | Add 22.93% | 9,495 | $31.17 |
| Q4 2013 | -17 | Reduce 0.22% | 7,724 | $31.33 |
| Q3 2013 | -4,519 | Reduce 36.86% | 7,741 | $27.00 |
| Q2 2013 | +12,260 | Add 0.00% | 12,260 | $24.47 |
Ken Fisher's Morgan Stanley Investment FAQs
Ken Fisher first purchased Morgan Stanley (MS) in Q2 2013, acquiring 12,260 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Morgan Stanley (MS) for 51 quarters since Q2 2013.
Ken Fisher's largest addition to Morgan Stanley (MS) was in Q2 2020, adding 8,462,204 shares worth $408.72 M.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 25,018,335 shares of Morgan Stanley (MS), valued at approximately $4.44 B.
As of the Q4 2025 filing, Morgan Stanley (MS) represents approximately 1.52% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Morgan Stanley (MS) was 25,018,335 shares, as reported at the end of Q4 2025.