Morgan Stanley (MS)
- Sector
- Financials
- Industry
- Investment Banking & Brokerage
- Last price
- $181.51
- As of
Kresmion compiles this page from MS's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
MORGAN STANLEY (MS): 8 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-10-14.
See the full MS dossier
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Preview the MS dossierActive signals for MS
- highCONSENSUS_SELL
5 tracked funds reduced MS this 2026Q2, institutional consensus
- highINSTITUTIONAL_EXIT
CITADEL ADVISORS LLC cut 72% of MS (2026Q2)
- highINSTITUTIONAL_EXIT
Point72 Asset Management, L.P. cut 68% of MS (2026Q2)
- highINSTITUTIONAL_SURGE
Point72 Asset Management, L.P. added +783% to MS (2026Q2)
- mediumNEW_POSITION
VIKING GLOBAL INVESTORS LP new position in MS
FREE, NO ACCOUNT
Every signal on MS, as it fires
You are seeing 5 of 46 signals recorded on MS since 2026-05-05.
The five above landed across 2 days. The other 41 were recorded on 8 other days. 36 of the 46 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in MS (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LPCUSIP 617446448 · 2026Q2 | $715.7M | 0.52% | , |
| VIKING GLOBAL INVESTORS LPCUSIP 617446448 · 2026Q2 | $339.2M | 0.97% | , |
| D. E. Shaw & Co., Inc.CUSIP 617446448 · 2026Q2 | $215.6M | 0.10% | , |
| CITADEL ADVISORS LLCCUSIP 617446448 · 2026Q2 | $113.9M | 0.01% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 617446448 · 2026Q2 | $110.6M | 0.04% | , |
| Point72 Asset Management, L.P.CUSIP 617446448 · 2026Q2 | $51.3M | 0.06% | , |
| SOROS FUND MANAGEMENT LLCCUSIP 617446448 · 2026Q2 | $4M | 0.05% | , |
| Bridgewater Associates, LPCUSIP 617446448 · 2026Q2 | $3.9M | 0.02% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, MS
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
MS against its peers
MS's return on equity of 15.1% ranks in the 25th percentile of 5 Investment Banking & Brokerage sub-industry peers, fiscal periods ending between 2025-09-30 and 2025-12-31.
| Metric | MS | Peer median | Percentile | n |
|---|---|---|---|---|
| Return on equity | 15.1% | 17.9% | 25 | 5 |
| P / E | 17.8x | 20.8x | 42 | 5 |
| 1 year | 16.8% | 3.7% | 75 | 5 |
Peers (5): GS, SCHW, HOOD, IBKR, RJF. Fiscal periods ending between 2025-09-30 and 2025-12-31. Every figure is one full fiscal year read from one annual filing (MS: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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