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
Q2  2025
≡ Richard Pzena - Pzena Investment Management Add 3.67% 27,993 0.01
≡ David Katz - Matrix Asset Advisors Add 3.52% 9,164 0.13
Q1  2025
≡ Torray Funds Add 18.50% 7,075 0.12
≡ Richard Pzena - Pzena Investment Management Add 1.89% 14,190 0.01
Q3  2024
≡ Torray Funds Add 8.14% 3,651 0.05
≡ Richard Pzena - Pzena Investment Management Add 0.05% 365 0.00
Q2  2024
≡ Torray Funds Add 0.48% 213 0.00
Q1  2024
≡ Torray Funds Buy 44,623 0.63
Q4  2023
≡ David Katz - Matrix Asset Advisors Add 12.63% 34,351 0.41
Q3  2023
≡ David Katz - Matrix Asset Advisors Add 0.50% 1,343 0.02
≡ Bill & Melinda Gates Foundation Trust Buy 27,880 0.01
Q2  2023
≡ David Katz - Matrix Asset Advisors Add 2.80% 7,386 0.09
≡ Lee Ainslie - Maverick Capital Buy 7,200 0.01
Q1  2023
≡ David Katz - Matrix Asset Advisors Add 0.58% 1,508 0.02
Q4  2022
≡ 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
Q2  2022
≡ David Katz - Matrix Asset Advisors Add 20.72% 32,335 0.38
Q1  2022
≡ Harry Burn - Sound Shore Add 13.82% 50,370 0.38
≡ David Katz - Matrix Asset Advisors Add 0.01% 16 0.00
Q1  2021
≡ Lee Ainslie - Maverick Capital Add 6869.87% 40,807 0.03
Q4  2020
≡ Greenhaven Associates Add 3.59% 330,771 0.43
Q3  2020
≡ Lee Ainslie - Maverick Capital Add 2248.09% 121,082 0.11
Q2  2020
≡ Greenhaven Associates Add 225.71% 6,579,774 7.03
Q1  2020
≡ David Katz - Matrix Asset Advisors Add 527.36% 189,850 1.47
≡ Greenhaven Associates Buy 2,915,100 3.69
Q3  2019
≡ Harry Burn - Sound Shore Add 16.86% 192,650 0.52
≡ Greenhaven Associates Buy 273,500 0.24
Q2  2019
≡ Harry Burn - Sound Shore Buy 1,142,500 2.98
Q1  2019
≡ David Katz - Matrix Asset Advisors Add 24.57% 7,100 0.57
≡ Lee Ainslie - Maverick Capital Add 2.92% 4,550 0.00
Q4  2018
≡ ValueAct Capital Add 26.04% 5,418,091 2.68
≡ David Katz - Matrix Asset Advisors Add 19.92% 4,800 0.40
≡ Lee Ainslie - Maverick Capital Add 2.20% 3,350 0.00
Q3  2018
≡ ValueAct Capital Add 11.23% 2,100,850 0.96
Q2  2018
≡ ValueAct Capital Add 4.18% 750,000 0.32
≡ Lee Ainslie - Maverick Capital Buy 175,770 0.10
Q4  2017
≡ ValueAct Capital Add 0.42% 75,000 0.04
Q3  2016
≡ ValueAct Capital Add 10.26% 3,900,000 1.09
Q2  2016
≡ ValueAct Capital Buy 38,000,000 8.96
Q1  2016
≡ David Katz - Matrix Asset Advisors Add 3.51% 2,000 0.09
Q4  2015
≡ Daniel Loeb - Third Point Buy 3,000,000 0.97
Q2  2014
≡ David Katz - Matrix Asset Advisors Add 5.67% 4,000 0.16
Q1  2014
≡ Prem Watsa - Fairfax Financial Holdings Buy 24,500 0.03
Q3  2013
≡ David Katz - Matrix Asset Advisors Add 1.22% 1,000 0.04
Q3  2012
≡ David Tepper - Appaloosa Management Buy 500,000 0.24
Q3  2011
≡ Robert Olstein - Olstein Capital Management Add 41.82% 115,000 0.33
≡ David Katz - Matrix Asset Advisors Add 3.27% 3,500 0.06
≡ Thomas Russo - Gardner Russo & Quinn Buy 200 0.00
Q2  2011
≡ Robert Olstein - Olstein Capital Management Add 14.58% 35,000 0.14
Q1  2011
≡ Bruce Berkowitz - Fairholme Capital Add 3.15% 1,061,700 0.23
≡ David Katz - Matrix Asset Advisors Add 1.90% 2,000 0.05
Q4  2010
≡ Bruce Berkowitz - Fairholme Capital Add 11.81% 3,559,400 0.70
≡ Harry Burn - Sound Shore Add 9.14% 153,700 0.22
≡ David Katz - Matrix Asset Advisors Add 2.94% 3,000 0.08
Q3  2010
≡ Bruce Berkowitz - Fairholme Capital Add 1369.92% 28,084,700 7.59
≡ David Katz - Matrix Asset Advisors Add 4.08% 4,000 0.11
≡ Robert Olstein - Olstein Capital Management Add 0.84% 2,000 0.01
Q2  2010
≡ Robert Olstein - Olstein Capital Management Add 9.68% 21,000 0.09
≡ Bruce Berkowitz - Fairholme Capital Buy 2,050,100 0.56
Q1  2010
≡ Harry Burn - Sound Shore Add 23.62% 342,500 0.47
≡ Robert Olstein - Olstein Capital Management Buy 217,000 1.03
Q4  2009
≡ David Katz - Matrix Asset Advisors Add 2.62% 2,500 0.07
Q3  2009
≡ Harry Burn - Sound Shore Add 31.56% 398,300 0.62
Q2  2009
≡ Harry Burn - Sound Shore Buy 1,262,000 2.14
Q4  2008
≡ David Katz - Matrix Asset Advisors Add 10.71% 12,000 0.23
≡ David Tepper - Appaloosa Management Buy 7,475,259 31.88
Q1  2008
≡ David Katz - Matrix Asset Advisors Add 18.30% 20,500 0.73
≡ Robert Olstein - Olstein Capital Management Add 8.86% 54,000 0.22
Q4  2007
≡ Robert Olstein - Olstein Capital Management Add 44.82% 188,600 0.71
Q3  2007
≡ David Katz - Matrix Asset Advisors Add 48.05% 37,000 1.14
≡ Robert Olstein - Olstein Capital Management Add 44.26% 129,100 0.52
Q1  2007
≡ Robert Olstein - Olstein Capital Management Add 105.86% 150,000 0.73

* "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.