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Morgan Stanley

MS Financials
$214.23 $-3.32 (-1.53%)
Market Cap: $336.46 B
Gurus Holding
16
Popularity Rank
#85
% of Shares Held
1.90%
Net Activity (Q2 2026)
+$185.26 M

Guru Ownership Trend

Guru Analysis for Morgan Stanley (MS)

Morgan Stanley (MS), a key player in the Financials sector, continues to attract institutional attention.

As of Q2 2026, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $6.4 B.

Top institutional holders include Ken Fisher and Andreas Halvorsen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $185.26 M net inflow during the quarter.

Recent activity highlights Andreas Halvorsen who opened a new position. Conversely, Steven Cohen reduced exposure by 83.0%.

Key Holders

Top 5 by Value

$5.47 B
$339.19 M
$191.38 M
$95.01 M
$56.44 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$561.83 M
Total Buy Value
New Buys 3
Additions 7
-$376.58 M
Total Sell Value
Reductions 5
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
7
Net Buyers
10

FAQs for Morgan Stanley (MS)

Major holders include Ken Fisher ($5.47 B), Andreas Halvorsen ($339.19 M), Cliff Asness ($191.38 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 29.89 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $185.26 M, with 10 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited MS. The total reported sell value was $376.58 M.

Yes, 3 managers opened new positions in MS, and 7 increased their existing holdings. The total reported buy value was $561.83 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.63% Add 2.2% 26,172,995 $5.47 B Q2 2026
0.97% New Buy 1,622,593 $339.19 M Q2 2026
0.07% Add 63.0% 915,529 $191.38 M Q2 2026
0.28% Reduce -4.6% 454,492 $95.01 M Q2 2026
0.08% Add 73.2% 270,000 $56.44 M Q2 2026
0.06% Reduce -83.0% 245,395 $51.3 M Q2 2026
0.19% Reduce -6.7% 100,177 $20.94 M Q2 2026
0.02% Add 0.3% 45,373 $9.48 M Q2 2026
0.05% New Buy 19,096 $3.99 M Q2 2026
0.02% Add 26.9% 18,729 $3.92 M Q2 2026
0.01% Reduce -12.9% 16,891 $3.53 M Q2 2026
1.42% Add 0.1% 6,942 $1.45 M Q2 2026
0.00% Reduce -76.5% 3,588 $750,035 Q2 2026
0.00% 1,700 $355,368 Q2 2026
0.00% New Buy 1,036 $216,565 Q2 2026
0.00% Add 2.6% 158 $33,452 Q2 2026
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Transaction
Value
Shares
Position / Chg
SEC Form