Follow-The-Filings

Security · featured owners

MS Morgan Stanley

Financials COM NEW Equity as of 2026 Q2 among managers we track

  • 8 Owners
  • #168
  • Max 3.5%
  • Master 0.03%
  • $484M
  • 3 new 1 add 3 reduce

MS (Morgan Stanley) is held in 8 featured 13F books as of 2026 Q2. David Katz - Matrix Asset Advisors is the largest tracked holder by portfolio weight (3.5%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 3.5% (David Katz - Matrix Asset Advisors) · not free-float ownership

  1. David Katz reduce 3.5%
  2. Andreas Halvorsen new 0.97%
  3. Richard Pzena reduce 0.28%
  4. Torray Investment Partners reduce 0.07%
  5. George Soros new 0.05%
  6. Kentucky Trust Co. 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Andreas Halvorsen - Viking Global Investors 2026 Q2 0.97% New 0.97% 1,622,593 $339M history
Richard Pzena - Pzena Investment Management 2026 Q2 0.28% Reduce −4.6% 454,492 $95M history
David Katz - Matrix Asset Advisors 2026 Q2 3.5% Reduce −12.6% 208,042 $43M history
George Soros - Soros Fund Management 2026 Q2 0.05% New 0.05% 19,096 $4M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 <0.01% Add +5.7% 9,620 $2M history
Torray Investment Partners 2026 Q2 0.07% Reduce −92.3% 2,377 $497K history
Mairs & Power 2026 Q2 <0.01% New <0.01% 1,036 $217K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.01% Hold 119 $25K history

8 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
424B2 PRICING SUPPLEMENT NO. 18,129 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,344 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,360 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,546 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,540 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,617 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,595 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,534 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 18,746 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 18,763 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,584 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 18,694 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,501 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,612 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,657 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,604 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,520 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,502 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,638 Filing Doc
424B2 AMENDMENT NO. 1 DATED SEPTEMBER 14, 2026 RELATING TO PRELIMINARY PRICING SUPPLEM Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,503 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,491 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,541 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,345 Filing Doc
424B2 PRICING SUPPLEMENT NO. 18,632 Filing Doc

Updated about 13 hours ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Net income $9.09B $13.39B $16.86B

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $1.19T $1.22T $1.42T
Total equity $99.04B $104.51B $111.63B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$33.54B $1.36B -$17.89B
Cash from investing -$3.08B -$29.46B -$46.78B
Cash from financing -$2.73B $46.76B $67.76B
Net change in cash -$38.9B $16.15B $6.31B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders