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
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
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.