Whale Analyzer
MS Institutional Holders and 13F Ownership
Compare 11 tracked holders of MS, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Capital Research Global Investors, National Pension Service, Viking Global Investors, and PRIMECAP Management Company.
Continue to the live MS dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Capital Research Global Investors 13F holdings | $3.78B | 18.1M | Reduced | 2026-06-30 |
| National Pension Service 13F holdings | $618.9M | 3.0M | Increased | 2026-06-30 |
| Viking Global Investors 13F holdings | $339.2M | 1.6M | New | 2026-06-30 |
| PRIMECAP Management Company 13F holdings | $90.3M | 432.0K | Reduced | 2026-06-30 |
| Pzena Investment Management 13F holdings | $39.3M | 208.9K | Reduced | 2026-09-30 |
| Matrix Asset Advisors 13F holdings | $38.6M | 205.2K | Reduced | 2026-09-30 |
| Soros Fund Management 13F holdings | $4.0M | 19.1K | New | 2026-06-30 |
| Bridgewater Associates 13F holdings | $3.9M | 18.7K | Increased | 2026-06-30 |
| Robotti & Co 13F holdings | $1.4M | 6.5K | Held | 2026-06-30 |
| Torray Funds 13F holdings | $447.1K | 2.4K | Held | 2026-09-30 |
| Mairs & Power Funds 13F holdings | $216.6K | 1.0K | New | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Capital Research Global Investors SEC filing (0001422848-26-000094) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- Viking Global Investors SEC filing (0001103804-26-000006) · report date 2026-06-30
- PRIMECAP Management Company SEC filing (0000763212-26-000028) · report date 2026-06-30
- Pzena Investment Management SEC filing (0001027796-26-000065) · report date 2026-09-30
- Matrix Asset Advisors SEC filing (0001172661-26-004502) · report date 2026-09-30
- Soros Fund Management SEC filing (0000902664-26-003507) · report date 2026-06-30
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
- Robotti & Co SEC filing (0001140361-26-031881) · report date 2026-06-30
- Torray Funds SEC filing (0001193125-26-439683) · report date 2026-09-30
- Mairs & Power Funds SEC filing (0001172661-26-003496) · report date 2026-06-30
Tracked-sample concentration
Reported position value for MS is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 76.9% of aggregate reported value in this sample
- Top 5 tracked holders: 99.0% of aggregate reported value in this sample
- Top 10 tracked holders: 100.0% of aggregate reported value in this sample
Whale activity this quarter
Across 11 tracked holders, 5 increased, 4 reduced, 2 held. Net positioning is net buying.
- Capital Research Global Investors ($3.78B) (▼ 10.9% qoq shares) · modeled avg cost estimate $73.80
- National Pension Service ($618.9M) (▲ 0.3% qoq shares) · modeled avg cost estimate $66.59
- Viking Global Investors ($339.2M) · modeled avg cost estimate $165.81
- PRIMECAP Management Company ($90.3M) (▼ 0.1% qoq shares)
- Pzena Investment Management ($39.3M) (▼ 54.0% qoq shares) · modeled avg cost estimate $59.54
- Matrix Asset Advisors ($38.6M) (▼ 1.4% qoq shares)
- Bridgewater Associates ($3.9M) (▲ 26.9% qoq shares)
- Robotti & Co ($1.4M) (→ 0.0% qoq shares) · modeled avg cost estimate $0.60
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 5 covered tracked holders is $79.24 versus a current price of $181.44, so MS trades above that estimate (+129.0%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Financials
MS sits within the Financials sector alongside 139 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live MS dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on MS with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns MS stock?
Whale Analyzer tracks 11 public-disclosure holders of MS with a combined reported value of $4.91B. See the holder table above for the largest tracked positions.
Which top funds are buying MS?
Tracked holders were net buying last quarter — 5 increased, 4 reduced, 2 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked MS sample?
The top five tracked holders account for 99.0% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does MS compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 5 covered tracked holders is $79.24 versus a current price of $181.44 (+129.0%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for MS?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive MS dashboard to explore them, or read our 13F Alpha Signals Guide.