Morgan Stanley (MS)

Sector:Financials
Super Investor Stats:
Ownership count:3
Ownership rank:299
% of all portfolios:0.059%
Hold Price * :$164.57
History Portfolio Manager Activity Share change % change to portfolio ▲
Q1  2026
≡ Richard Pzena - Pzena Investment Management Add 0.87% 4,126 0.00
≡ Torray Funds Reduce 0.98% 306 0.01
≡ David Katz - Matrix Asset Advisors Reduce 8.62% 22,443 0.34
Q4  2025
≡ David Katz - Matrix Asset Advisors Reduce 2.95% 7,925 0.13
≡ Richard Pzena - Pzena Investment Management Reduce 39.89% 313,358 0.17
≡ Torray Funds Reduce 21.63% 8,594 0.23
Q3  2025
≡ Richard Pzena - Pzena Investment Management Reduce 0.70% 5,570 0.00
≡ Greenhaven Associates Sell 100.00% 10,000 0.02
≡ David Katz - Matrix Asset Advisors Reduce 0.40% 1,087 0.02
≡ Torray Funds Reduce 9.85% 4,339 0.10
Q2  2025
≡ Richard Pzena - Pzena Investment Management Add 3.67% 27,993 0.01
≡ Torray Funds Reduce 2.74% 1,242 0.03
≡ David Katz - Matrix Asset Advisors Add 3.52% 9,164 0.13
Q1  2025
≡ Richard Pzena - Pzena Investment Management Add 1.89% 14,190 0.01
≡ Torray Funds Add 18.50% 7,075 0.12
≡ David Katz - Matrix Asset Advisors Reduce 7.16% 20,073 0.26
Q4  2024
≡ Richard Pzena - Pzena Investment Management Reduce 0.16% 1,204 0.00
≡ Torray Funds Reduce 21.14% 10,249 0.18
≡ David Katz - Matrix Asset Advisors Reduce 7.03% 21,203 0.29
Q3  2024
≡ Richard Pzena - Pzena Investment Management Add 0.05% 365 0.00
≡ David Katz - Matrix Asset Advisors Reduce 0.73% 2,224 0.03
≡ Torray Funds Add 8.14% 3,651 0.05
Q2  2024
≡ Richard Pzena - Pzena Investment Management Reduce 0.27% 2,011 0.00
≡ Torray Funds Add 0.48% 213 0.00
≡ David Katz - Matrix Asset Advisors Reduce 0.67% 2,049 0.02
Q1  2024
≡ David Katz - Matrix Asset Advisors Reduce 0.17% 508 0.01
≡ Torray Funds Buy 44,623 0.63
Q4  2023
≡ Bill & Melinda Gates Foundation Trust Sell 100.00% 27,880 0.01
≡ David Katz - Matrix Asset Advisors Add 12.63% 34,351 0.41
Q3  2023
≡ Bill & Melinda Gates Foundation Trust Buy 27,880 0.01
≡ Lee Ainslie - Maverick Capital Sell 100.00% 7,200 0.01
≡ David Katz - Matrix Asset Advisors Add 0.50% 1,343 0.02
Q2  2023
≡ Lee Ainslie - Maverick Capital Buy 7,200 0.01
≡ David Katz - Matrix Asset Advisors Add 2.80% 7,386 0.09
Q1  2023
≡ David Katz - Matrix Asset Advisors Add 0.58% 1,508 0.02
≡ Harry Burn - Sound Shore Sell 100.00% 200,685 1.97
Q4  2022
≡ Harry Burn - Sound Shore Reduce 9.68% 21,505 0.21
≡ David Katz - Matrix Asset Advisors Add 16.75% 37,562 0.48
Q3  2022
≡ David Katz - Matrix Asset Advisors Add 19.03% 35,860 0.46
≡ Harry Burn - Sound Shore Reduce 46.46% 192,780 1.78
Q2  2022
≡ David Katz - Matrix Asset Advisors Add 20.72% 32,335 0.38
Q1  2022
≡ David Katz - Matrix Asset Advisors Add 0.01% 16 0.00
≡ Harry Burn - Sound Shore Add 13.82% 50,370 0.38
Q4  2021
≡ David Katz - Matrix Asset Advisors Reduce 0.60% 944 0.01
≡ Greenhaven Associates Reduce 96.26% 257,090 0.51
Q3  2021
≡ Lee Ainslie - Maverick Capital Sell 100.00% 1,729 0.00
≡ David Katz - Matrix Asset Advisors Reduce 0.51% 800 0.01
≡ Greenhaven Associates Reduce 3.33% 9,200 0.03
≡ Harry Burn - Sound Shore Reduce 12.27% 51,000 0.41
Q2  2021
≡ Lee Ainslie - Maverick Capital Reduce 95.82% 39,672 0.00
≡ David Katz - Matrix Asset Advisors Reduce 1.85% 2,976 0.04
≡ Harry Burn - Sound Shore Reduce 6.17% 27,350 0.20
≡ Greenhaven Associates Reduce 95.15% 5,417,974 14.51
Q1  2021
≡ Lee Ainslie - Maverick Capital Add 6869.87% 40,807 0.03
≡ David Katz - Matrix Asset Advisors Reduce 23.54% 49,487 0.57
≡ Harry Burn - Sound Shore Reduce 29.22% 182,850 1.19
≡ ValueAct Capital Sell 100.00% 8,283,722 6.58
≡ Greenhaven Associates Reduce 40.32% 3,846,281 6.75
Q4  2020
≡ Lee Ainslie - Maverick Capital Reduce 99.53% 125,874 0.00
≡ David Katz - Matrix Asset Advisors Reduce 2.04% 4,379 0.05
≡ Greenhaven Associates Add 3.59% 330,771 0.43
≡ Harry Burn - Sound Shore Reduce 14.66% 107,500 0.66
≡ ValueAct Capital Reduce 27.97% 3,216,278 2.55
Q3  2020
≡ David Katz - Matrix Asset Advisors Reduce 2.52% 5,552 0.05
≡ Lee Ainslie - Maverick Capital Add 2248.09% 121,082 0.11
≡ Greenhaven Associates Reduce 3.00% 285,100 0.30
≡ ValueAct Capital Reduce 19.30% 2,750,000 1.87
Q2  2020
≡ David Katz - Matrix Asset Advisors Reduce 2.51% 5,665 0.05
≡ Lee Ainslie - Maverick Capital Reduce 90.84% 53,386 0.10
≡ Harry Burn - Sound Shore Reduce 36.97% 430,200 2.08
≡ Greenhaven Associates Add 225.71% 6,579,774 7.03
Q1  2020
≡ Lee Ainslie - Maverick Capital Reduce 35.50% 32,354 0.02
≡ Harry Burn - Sound Shore Reduce 4.55% 55,400 0.20
≡ ValueAct Capital Reduce 5.00% 750,000 0.37
≡ David Katz - Matrix Asset Advisors Add 527.36% 189,850 1.47
≡ Greenhaven Associates Buy 2,915,100 3.69
Q4  2019
≡ Lee Ainslie - Maverick Capital Reduce 24.34% 29,308 0.02
≡ Greenhaven Associates Sell 100.00% 273,500 0.24
≡ Harry Burn - Sound Shore Reduce 8.71% 116,250 0.40
≡ ValueAct Capital Reduce 32.58% 7,250,000 3.75
Q3  2019
≡ Lee Ainslie - Maverick Capital Reduce 5.60% 7,146 0.00
≡ Greenhaven Associates Buy 273,500 0.24
≡ Harry Burn - Sound Shore Add 16.86% 192,650 0.52
≡ ValueAct Capital Reduce 15.17% 3,978,561 1.83
Q2  2019
≡ Lee Ainslie - Maverick Capital Reduce 20.42% 32,740 0.02
≡ Harry Burn - Sound Shore Buy 1,142,500 2.98
Q1  2019
≡ Lee Ainslie - Maverick Capital Add 2.92% 4,550 0.00
≡ David Katz - Matrix Asset Advisors Add 24.57% 7,100 0.57
Q4  2018
≡ Lee Ainslie - Maverick Capital Add 2.20% 3,350 0.00
≡ David Katz - Matrix Asset Advisors Add 19.92% 4,800 0.40
≡ ValueAct Capital Add 26.04% 5,418,091 2.68
Q3  2018
≡ Lee Ainslie - Maverick Capital Reduce 13.28% 23,350 0.01
≡ ValueAct Capital Add 11.23% 2,100,850 0.96
Q2  2018
≡ Lee Ainslie - Maverick Capital Buy 175,770 0.10
≡ ValueAct Capital Add 4.18% 750,000 0.32
Q1  2018
≡ David Katz - Matrix Asset Advisors Reduce 5.86% 1,500 0.14
Q4  2017
≡ ValueAct Capital Add 0.42% 75,000 0.04
≡ David Katz - Matrix Asset Advisors Reduce 5.19% 1,400 0.12
Q1  2017
≡ David Katz - Matrix Asset Advisors Reduce 27.03% 10,000 0.74
≡ ValueAct Capital Reduce 33.52% 9,016,380 3.23

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.