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MS

Morgan Stanley · XNYS

Season
Q2 2026 · as of Jun 30
Holders
8 of 97 filed · prev 5
Median weight
0.07%
Sector
Financials
Type
equity · US

Moves4 this quarter

Streakslongest holders · 53 quarters on record

  1. Matrix David Katz, CIO 3.5%53+ quarters
  2. Pzena Caroline Cai, CEO 0.3%53+ quarters
  3. PRIMECAP Joel Fried, portfolio manager 0.1%23 quarters
  4. Torray James Bailey, portfolio manager 0.1%10 quarters
  5. Baron Ron Baron, CEO 0.0%3 quarters

The record for MS begins Q2 2013: 53 quarters.

Over time53 quarters, Q2 2013 to Q2 2026

Managers holding8 Q2 2026

Largest weight3.5% Q2 2026

Holders8 of 97 filed

MatrixDavid Katz, CIO3.54%208,042$43Mtrimmed−13%−0.05 pp53+ q
VikingAndreas Halvorsen, CEO0.97%1,622,593$339Mnew+0.97 ppnew
PzenaCaroline Cai, CEO0.28%454,492$95Mtrimmed−5%—53+ q
SorosDawn Fitzpatrick, CIO0.07%19,096$4Mnew+0.07 ppnew
TorrayJames Bailey, portfolio manager0.07%2,377$496,888trimmed−92%−0.67 pp10 q
PRIMECAPJoel Fried, portfolio manager0.05%431,988$90Mtrimmed−0%—23 q
MairsAndrew Adams, CIO0.00%1,036$216,565new—new
BaronRon Baron, CEO0.00%9,620$2Madded+6%—3 q