MS

Morgan Stanley

Latest period2026 - Q2Total superinvestors244

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 244 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

SuperinvestorPortfolio %Reported Value
Jeremi Roux@Hamlin Capital Management, Llc
Recent Activity
Decreased -8.56%
5.54%
$246.312M
1.178M shares@ 209.04 avg price
AEGON ASSET MANAGEMENT UK Plc@Aegon Asset Management Uk Plc
Recent Activity
Increased 21.71%
1.75%
$164.033M
784,695 shares@ 209.05 avg price
Mikael Aho@Handelsbanken Fonder Ab
Recent Activity
Increased 14.82%
0.32%
$109.971M
526,074 shares@ 209.05 avg price
Marc Strijbos@Cardano Risk Management B.v.
Recent Activity
Decreased -8.33%
0.82%
$106.229M
508,175 shares@ 209.05 avg price
MAREK SESTAK@Czech National Bank
Recent Activity
Increased 4.14%
0.39%
$71.326M
341,206 shares@ 209.04 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Decreased -2.63%
1.2%
$70.183M
335,740 shares@ 209.04 avg price
Nicole Alexander@Gradient Investments Llc
Recent Activity
Decreased -2.7%
0.92%
$66.612M
318,659 shares@ 209.04 avg price
Soren Pihl@Pensiondanmark Pensionsforsikringsaktieselskab
Recent Activity
New Position
0.47%
$55.806M
266,962 shares@ 209.04 avg price
Christopher Chung@Beacon Investment Advisory Services, Inc.
Recent Activity
Decreased -4.59%
1.78%
$47.784M
228,589 shares@ 209.05 avg price
Dave P. Cleveland@Lvm Capital Management Ltd Mi
Recent Activity
Decreased -0.74%
3.33%
$39.727M
190,045 shares@ 209.04 avg price

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