MORGAN STANLEY

MS stock holders 13F

6 superinvestors reported owning MS (Common Stock) according to the gurus' 2020 Q1 reports.

Top 5 gurus who own (MS) MORGAN STANLEY

The top 5 super investors (holders) owning MS (by the percentage (%) of portfolio) are Jeffrey Ubben - ValueAct Holdings (6.96%), Harry Burn - Sound Shore Management (3.99%), Edgar Wachenheim III - Greenhaven Associates (3.69%), David Katz - Matrix Advisors Value Fund (3.10%) and Jim Cullen - Cullen Value Fund (2.76%) as of their 2020 Q1 reports.

To check the latest activities of the top MS shareholders between value investors, please click on the "Activity" tab.

To see the historical data of MS's holders please click on the "2020 Q1" dropdown menu and select the date.

# of holders: 6
Period: 2020 Q1
Type: Common Stock
History
Name
Company
% of
Portfolio
Shares*
Price*
Value
% (shares)
Activity
% change to
Portfolio
David Katz
Matrix Advisors Value Fund
3.10%
36,000
$34.00
$1,224,000
buy
+3.10%
Edgar Wachenheim III
Greenhaven Associates
3.69%
2,915,100
$34.00
$99,113,000
buy
+3.69%
Harry Burn
Sound Shore Management
3.99%
3,369,641
$34.00
$114,568,000
-3.02% (-104,986)
-0.12%
Jeffrey Ubben
ValueAct Holdings
6.96%
14,250,000
$34.00
$484,500,000
-5.00% (-750,000)
-0.37%
Jim Cullen
Cullen Value Fund
2.76%
18,025
$34.00
$612,850
Ravenel Boykin Curry IV
Eagle Capital Management
2.14%
15,165,338
$34.00
$515,621,000
-1.10% (-169,131)
-0.02%
Current price: $137.87 305.50% AVG reported hold price*: $34.00

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.