Follow-The-Filings

Security

MS

Morgan Stanley · COM NEW

Equity holders as of 2026 Q1 (each manager’s latest book)

21 owners 1 new max 3.5% (David Katz - Matrix Asset...)

grid → activity → earnings →
owners 21
rank #155
master % 0.21%
max % 3.5%
tracked value $74.9B
qoq N 1 A 13 R 4

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 stale 3.5% Reduce -0.06 pp 208,042 $43.5B hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 1.4% Add -0.09 pp 25,600,068 $4.2B hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.7% Add +0.41 pp 4,197,269 $691M hist
Vanguard Group Inc. 2025 Q4 stale 0.3% Add +0.03 pp 119,718,100 $21.3B hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.3% Add +0.18 pp 1,446,420 $238M hist
Norges Bank 2025 Q4 stale 0.3% Exit -0.29 pp 15,415,129 $2.7B hist
Two Sigma Investments, LP 2025 Q4 stale 0.3% Exit -0.28 pp 1,116,813 $198M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.3% Add +0.10 pp 3,997,261 $658M hist
Richard Pzena - Pzena Investment Management LLC 2026 Q1 0.3% Add 0.00 pp 476,365 $78M hist
Natixis Advisors, LLC 2026 Q1 0.2% Add -0.02 pp 1,062,098 $175M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.2% Add +0.09 pp 1,864,278 $307M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.2% Reduce -0.32 pp 858,561 $141M hist
Renaissance Technologies LLC 2026 Q1 0.2% New 0.2% 674,111 $111M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Reduce -0.06 pp 2,865,020 $471M hist
Torray Investment Partners LLC 2026 Q2 stale 0.1% Reduce -0.68 pp 2,377 $497 hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 561,713 $91M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add -0.01 pp 45,234 $7M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% — 119 $25M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add 0.00 pp 14,762 $2M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% Add 0.00 pp 9,100 $1M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 883 $145 hist

21 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 17,636 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 17,814 Filing Doc
424B2 PRICING SUPPLEMENT NO. 17,803 Filing Doc
424B2 AMENDMENT NO. 1 DATED JULY 31, 2026 RELATING TO PRELIMINARY PRICING SUPPLEMENT N Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 17,635 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 17,818 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 17,815 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 17,816 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 17,817 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 17,801 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 17,792 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 17,833 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 17,822 Filing Doc
424B2 PRICING SUPPLEMENT NO. 17,609 Filing Doc
424B2 PRICING SUPPLEMENT NO. 17,185 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 17,809 Filing Doc
424B2 PRICING SUPPLEMENT NO. 17,445 Filing Doc
424B2 PRICING SUPPLEMENT NO. 17,558 Filing Doc
424B2 PRICING SUPPLEMENT NO. 17,587 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 17,832 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 17,841 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 17,824 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 17,835 Filing Doc
424B2 PRICING SUPPLEMENT NO. 17,690 Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT NO. 17,830 Filing Doc

Updated 10 minutes 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
Revenue — — —
Gross profit — — —
Gross margin — — —
Net income $9.09B $13.39B $16.86B
Net margin — — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $1.19T $1.22T $1.42T
Total current liabilities — — —
Total non-current liabilities — — —
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