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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 19 tracked institutions holding MS, 11 have a 3-year clone track record — 9 of them beat the S&P. Average holder's clone alpha: +3.6pt. It's a gauge of who owns the name, not just how many.
Among the 19 tracked institutional investors we monitor, MS (MORGAN STANLEY) is held with a combined value of $82.67B across 413,658,195 shares. The largest holder is VANGUARD GROUP INC with a position worth $21.25B (0.31% of their portfolio). 2 funds opened new positions in the most recent quarter. 9 funds increased their holdings. 8 funds reduced their position.
Total Institutional Value
$82.67B
Total Shares Held
413,658,195
Institutional Holders
19
% of Shares Outstanding
26.3%
of 1.57B shares · SEC 2026-07-31
Days to Cover
3.1+4.1%
13.89M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 26.3% of MS's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-31), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
22
$33.24M
Total Transactions
22
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Jul 28, 2026 | MARY L SCHAPIRO | S | Sale | 1,000 | $212.06K |
| Jul 17, 2026 | Michael A. Pizzi | S | Sale | 17,064 | $3.67M |
| Jul 16, 2026 | SHARON YESHAYA | S | Sale | 6,382 | $1.42M |
| Apr 20, 2026 | ERIC F GROSSMAN | S | Sale | 5,559 | $1.06M |
| Apr 16, 2026 | ANDREW M SAPERSTEIN | S | Sale | 6,584 | $1.23M |
| Apr 16, 2026 | MANDELL CRAWLEY | S | Sale | 2,546 | $476.74K |
| Jan 30, 2026 | DANIEL A SIMKOWITZ | S | Sale | 32,968 | $6.02M |
| Jan 20, 2026 | ANDREW M SAPERSTEIN | S | Sale | 5,990 | $1.10M |
| Jan 20, 2026 | ANDREW M SAPERSTEIN | S | Sale | 6,810 | $1.26M |
| Jan 20, 2026 | ANDREW M SAPERSTEIN | S | Sale | 3,700 | $687.87K |
Showing 10 of 22 transactions
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $21.25B | 0.31% | +1.2% |
| 2 | STATE STREET CORP | $20.81B | 0.62% | -1.8% |
| 3 | BlackRock, Inc. | $19.84B | 0.30% | -1.6% |
| 4 | Fisher Asset Management, LLC | $5.47B | 1.63% | +2.2% |
| 5 | FMR LLC | $5.21B | 0.23% | +9.6% |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $4.02B | 0.40% | +13.1% |
| 7 | Capital Research Global Investors | $3.78B | 0.53% | -10.9% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | $1.07B | 0.18% | +10.1% |
| 9 | VIKING GLOBAL INVESTORS LP | $339.19M | 0.97% | New |
| 10 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $194.21M | 0.27% | -4.5% |
| Member | Type | Date |
|---|---|---|
| Dan Newhouse | Buy | Jul 10, 2026 |
| Alan Armstrong | Buy | Mar 27, 2026 |
| Julie Johnson | Sell | Dec 18, 2025 |
| Steve Cohen | Sell |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of MS with a position worth $21.25B, representing 0.31% of their portfolio. In total, 19 institutional investors hold MS with a combined value of $82.67B.
In the most recent quarter, 2 funds opened a new position in MS. Additionally, 9 increased their holdings and 8 reduced their positions.
Institutional investors hold $82.67B worth of MS stock across 19 positions. The largest institutional holder is VANGUARD GROUP INC with $21.25B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For MS, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their MS positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Dec 17, 2025 |
| Steve Cohen | Sell | Dec 17, 2025 |
| Gilbert Cisneros | Buy | Nov 18, 2025 |
| Julie Johnson | Sell | Nov 13, 2025 |
| Gilbert Cisneros | Buy | Oct 17, 2025 |
Showing 8 of 29. STOCK Act disclosures lag up to 45 days.
Last Close
$215.35
2026-09-09
YTD
+18.4%
84% of 52-week range
