MS fund manager activity
Morgan Stanley · NYSE. Reported by 23 tracked fund managers in their 13F filings, Q2 2013 to Q3 2026.
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Added | 9,100 | $1,497,587 | 0.00% | May 15, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 25,600,068 | $4,213,003,465 | 1.43% | May 5, 2026 |
| Jeremy Grantham - GMO | Trimmed | 19,390 | $3,191,012 | 0.01% | May 14, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 45,234 | $7,444,159 | 0.02% | May 15, 2026 |
| David Katz - Matrix Asset Advisors | Trimmed | 238,060 | $39,177,478 | 3.59% | Apr 22, 2026 |
| Richard Pzena - Pzena Investment Management | Added | 476,365 | $78,395,388 | 0.25% | Apr 24, 2026 |
| Torray Funds | Trimmed | 30,832 | $5,074,022 | 0.74% | May 1, 2026 |
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | New | 6,600 | $1,171,698 | 0.00% | Feb 17, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 25,018,335 | $4,441,505,244 | 1.52% | Feb 9, 2026 |
| Jeremy Grantham - GMO | Trimmed | 29,070 | $5,160,797 | 0.01% | Feb 17, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 44,906 | $7,972,162 | 0.03% | Feb 17, 2026 |
| David Katz - Matrix Asset Advisors | Trimmed | 260,503 | $46,247,037 | 4.16% | Jan 16, 2026 |
| Richard Pzena - Pzena Investment Management | Trimmed | 472,239 | $83,836,590 | 0.25% | Feb 6, 2026 |
| Torray Funds | Trimmed | 31,138 | $5,527,929 | 0.79% | Jan 28, 2026 |
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