ValuationViz

MS fund manager activity

Morgan Stanley · NYSE. Reported by 23 tracked fund managers in their 13F filings, Q2 2013 to Q3 2026.

Q3 2026

ManagerActivitySharesValue% of portfolioFiled
David Katz - Matrix Asset AdvisorsTrimmed205,191$38,592,2593.18%Oct 13, 2026

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Ron Baron - Baron CapitalAdded9,620$2,010,9650.00%Aug 14, 2026
Ken Fisher - Fisher Asset ManagementAdded26,172,995$5,471,202,9231.63%Aug 4, 2026
Jeremy Grantham - GMOTrimmed16,891$3,530,8950.01%Aug 13, 2026
Joel Greenblatt - Gotham Asset ManagementAdded45,373$9,484,7720.02%Aug 14, 2026
Mairs & Power FundsNew1,036$216,5650.00%Aug 14, 2026
David Katz - Matrix Asset AdvisorsTrimmed208,042$43,489,0283.54%Jul 15, 2026
Richard Pzena - Pzena Investment ManagementTrimmed454,492$95,007,0080.28%Aug 7, 2026
Torray FundsTrimmed2,377$496,8880.07%Jul 30, 2026
Viking Global InvestorsNew1,622,593$339,186,8410.97%Aug 14, 2026

Older quarters