MS

MORGAN STANLEY

Superinvestors

Institutional investors holding MS

Investor	Fund	Weight	Shares	Value	Quarter
David Katz	Matrix Asset Advisors	3.59%	238,060	$39.2M	2026Q1
Bruce Berkowitz	Fairholme Capital	2.13%	11,964,700	$275.3M	2011Q2
Kenneth Fisher	Fisher Asset Management	1.43%	25,600,068	$4.2B	2026Q1
Viking Global Investors	Viking Global Investors	1.18%	6,104,957	$140.5M	2011Q2
Bill Miller	Miller Value Partners	0.79%	640,275	$20.7M	2014Q2
Torray Funds	Torray Investment Partners	0.74%	30,832	$5.1M	2026Q1
William Von Mueffling	Cantillon Capital Management	0.41%	370,853	$23.4M	2007Q3
Tweedy Browne Co.	Tweedy Browne Value Fund	0.37%	105,055	$8.3M	2022Q3
Richard Pzena	Pzena Investment Management	0.25%	476,365	$78.4M	2026Q1
David Tepper	Appaloosa Management	0.21%	500,000	$8.4M	2012Q3
Christopher Davis	Davis Selected Advisers	0.09%	0	$52.1M	2009Q3
Bill Nygren	Oakmark Select Fund – Harris Associates	0.03%	20,555	$1.2M	2005Q1
Greenhaven Associates	Greenhaven Associates	0.02%	10,000	$1.4M	2025Q2
Ruane Cunniff	Sequoia Fund	0.01%	27,691	$999K	2008Q2
Bill & Melinda Gates Foundation	Bill & Melinda Gates Foundation Trust	0.01%	27,880	$2.3M	2023Q3
Dodge & Cox	Dodge & Cox	0.00%	4,000	$204K	2019Q4
First Eagle Investment Management	First Eagle Investment Management	0.00%	1,700	$77K	2013Q4
Jensen Investment Management	Jensen Investment Management	0.00%	1,010	$46K	2008Q1

Congressional Activity

Congressional data coming soon

Insider Activity

4

Total trades

$4.1M

Volume

0

Buys

4

Sells

Last trade: Apr 20, 2026

Insider Tradeslast 90 days

Date	Insider	Type	Value
Apr 20, 2026	Eric F Grossman	Sell	$1.1M
Apr 16, 2026	Mandell Crawley	Sell	$477K

Congressional Tradeslast 90 days

Congressional trade data is being sourced and will appear here shortly.