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Morgan Stanley

MS Financials
$220.83 +$2.85 (1.31%)
Market Cap: $348.31 B
Gurus Holding
15
Popularity Rank
#115
% of Shares Held
1.85%
Net Activity (Q1 2026)
+$222.45 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 Q1 2026, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $6.44 B.

Top institutional holders include Ken Fisher and Steven Cohen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $222.45 M net inflow during the quarter.

Recent activity highlights Manning & Napier Group who increased their stake by 431.0%. Conversely, Jefferies Group reduced exposure by 92.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$358.04 M
Total Buy Value
New Buys 1
Additions 7
-$135.58 M
Total Sell Value
Reductions 7
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
8

FAQs for Morgan Stanley (MS)

Major holders include Ken Fisher ($4.21 B), Steven Cohen ($238.04 M), Renaissance Technologies (RenTech) ($110.94 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 29.16 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $222.45 M, with 8 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 0 fully exited MS. The total reported sell value was $135.58 M.

Yes, 1 managers opened new positions in MS, and 7 increased their existing holdings. The total reported buy value was $358.04 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.43% Add 2.3% 25,600,068 $4.21 B Q1 2026
0.30% Add 122.5% 1,446,420 $238.04 M Q1 2026
0.17% New Buy 674,111 $110.94 M Q1 2026
0.04% Add 26.9% 561,713 $91.18 M Q1 2026
0.25% Add 0.9% 476,365 $78.4 M Q1 2026
0.05% Reduce -78.1% 155,896 $25.66 M Q1 2026
0.17% Reduce -6.8% 107,342 $17.67 M Q1 2026
0.02% Add 0.7% 45,234 $7.44 M Q1 2026
0.03% Reduce -66.5% 33,691 $5.54 M Q1 2026
0.01% Reduce -33.3% 19,390 $3.19 M Q1 2026
0.02% Reduce -92.2% 15,252 $2.51 M Q1 2026
0.01% Add 11.1% 14,762 $2.43 M Q1 2026
1.37% Reduce -22.8% 6,937 $1.14 M Q1 2026
0.00% Reduce -45.2% 1,700 $279,769 Q1 2026
0.00% Add 431.0% 154 $24,389 Q1 2026
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Transaction
Value
Shares
Position / Chg
SEC Form