MS

Morgan Stanley

Latest period2024 - Q4Total superinvestors315

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 315 superinvestors own shares of Morgan Stanley (MS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Morgan Stanley (MS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Morgan Stanley (MS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Morgan Stanley (MS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.18%
$2.137M
713,976 shares@ 3.0 avg price
Jesper Bonnivier@Avanza Fonder Ab
Recent Activity
New Position
0.35%
$11.751M
93,472 shares@ 125.73 avg price
Hudault@Mirabaud & Cie Sa
Recent Activity
New Position
1.59%
$4.934M
39,247 shares@ 125.73 avg price
Armand Doucette@Surience Private Wealth Llc
Recent Activity
New Position
5.74%
$4.446M
35,362 shares@ 125.73 avg price
Michael Thomas@Matrix Trust Co
Recent Activity
New Position
0.36%
$2.04M
16,228 shares@ 125.71 avg price
Jack Alexander Earp@Donoghue Forlines Llc
Recent Activity
New Position
0.52%
$1.544M
12,283 shares@ 125.73 avg price
Jim Clark@Worth Asset Management, Llc
Recent Activity
New Position
0.81%
$1.498M
11,916 shares@ 125.73 avg price
Mark Fiskio@Empirical Asset Management, Llc
Recent Activity
New Position
0.03%
$66,732
11,142 shares@ 5.99 avg price
Kendra Means@Verity & Verity, Llc
Recent Activity
New Position
0.12%
$1.242M
9,879 shares@ 125.73 avg price
Dawn Thomason@Usa Financial Formulas
Recent Activity
New Position
0.19%
$1.195M
9,504 shares@ 125.73 avg price