Morgan Stanley (MS)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 5 |
| Ownership rank: | 152 |
| % of all portfolios: | 0.055% |
| Hold Price * : | $194.23 |
| History | Portfolio Manager | Activity | Share change | % change to portfolio ▲ | |
| Q3 2026 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 1.37% | 2,851 | 0.04 | |
| Q2 2026 | |||||
| ≡ | Richard Pzena - Pzena Investment Management | Reduce 4.59% | 21,873 | 0.01 | |
| ≡ | David Katz - Matrix Asset Advisors | Reduce 12.61% | 30,018 | 0.51 | |
| ≡ | Torray Funds | Reduce 92.29% | 28,455 | 0.84 | |
| Q1 2026 | |||||
| ≡ | 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 | |||||
| ≡ | Torray Funds | Reduce 2.74% | 1,242 | 0.03 | |
| Q1 2025 | |||||
| ≡ | 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 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 0.73% | 2,224 | 0.03 | |
| Q2 2024 | |||||
| ≡ | Richard Pzena - Pzena Investment Management | Reduce 0.27% | 2,011 | 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 | |
| Q4 2023 | |||||
| ≡ | Bill & Melinda Gates Foundation Trust | Sell 100.00% | 27,880 | 0.01 | |
| Q3 2023 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 7,200 | 0.01 | |
| Q1 2023 | |||||
| ≡ | Harry Burn - Sound Shore | Sell 100.00% | 200,685 | 1.97 | |
| Q4 2022 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 9.68% | 21,505 | 0.21 | |
| Q3 2022 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 46.46% | 192,780 | 1.78 | |
| 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 | |||||
| ≡ | 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 | |
| ≡ | 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 | |
| ≡ | 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 | |
| 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 | |
| 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 | |
| ≡ | ValueAct Capital | Reduce 15.17% | 3,978,561 | 1.83 | |
| Q2 2019 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 20.42% | 32,740 | 0.02 | |
| Q3 2018 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 13.28% | 23,350 | 0.01 | |
| Q1 2018 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 5.86% | 1,500 | 0.14 | |
| Q4 2017 | |||||
| ≡ | 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 | |
| Q4 2016 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 37.29% | 22,000 | 1.58 | |
| ≡ | ValueAct Capital | Reduce 35.80% | 14,999,000 | 5.20 | |
| Q1 2016 | |||||
| ≡ | Daniel Loeb - Third Point | Sell 100.00% | 3,000,000 | 0.97 | |
| Q3 2015 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 1.72% | 1,000 | 0.05 | |
| Q4 2014 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 13.43% | 9,000 | 0.47 | |
| Q3 2014 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 10.07% | 7,500 | 0.35 | |
| Q2 2014 | |||||
| ≡ | Prem Watsa - Fairfax Financial Holdings | Sell 100.00% | 24,500 | 0.03 | |
| Q1 2014 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 8.44% | 6,500 | 0.25 | |
| Q4 2013 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 7.23% | 6,000 | 0.24 | |
| Q1 2013 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 7.87% | 7,000 | 0.27 | |
| Q4 2012 | |||||
| ≡ | David Tepper - Appaloosa Management | Sell 100.00% | 500,000 | 0.24 | |
| ≡ | David Katz - Matrix Asset Advisors | Reduce 9.64% | 9,500 | 0.35 | |
| Q3 2012 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 10.86% | 12,000 | 0.35 | |
| Q1 2012 | |||||
| ≡ | Thomas Russo - Gardner Russo & Quinn | Sell 100.00% | 200 | 0.00 | |
| Q3 2011 | |||||
| ≡ | Bruce Berkowitz - Fairholme Capital | Sell 100.00% | 34,755,900 | 5.80 | |
| Q1 2011 | |||||
| ≡ | Harry Burn - Sound Shore | Sell 100.00% | 1,835,300 | 2.67 | |
| Q2 2010 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 6.18% | 110,700 | 0.16 | |
| Q4 2009 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 12.68% | 210,500 | 0.31 | |
| Q2 2009 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 2.55% | 2,500 | 0.09 | |
| Q1 2009 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 20.97% | 26,000 | 0.86 | |
| ≡ | David Tepper - Appaloosa Management | Sell 100.00% | 7,475,259 | 31.88 | |
| Q3 2008 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 3.03% | 3,500 | 0.08 | |
| Q2 2008 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 12.83% | 17,000 | 0.50 | |
| Q4 2007 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 1.75% | 2,000 | 0.07 | |
| Q2 2007 | |||||
| ≡ | Harry Burn - Sound Shore | Sell 100.00% | 482,500 | 1.35 | |
| Q1 2007 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 20.55% | 124,800 | 0.35 | |
* "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.