MORGAN STANLEY

MS stock holders 13F

7 superinvestors reported owning MS (Common Stock) according to the gurus' 2021 Q1 reports.

Top 5 gurus who own (MS) MORGAN STANLEY

The top 5 super investors (holders) owning MS (by the percentage (%) of portfolio) are Edgar Wachenheim III - Greenhaven Associates (9.99%), Jim Cullen - Cullen Value Fund (4.17%), David Katz - Matrix Advisors Value Fund (3.24%), Harry Burn - Sound Shore Management (2.95%) and Ravenel Boykin Curry IV - Eagle Capital Management (2.85%) as of their 2021 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 "2021 Q1" dropdown menu and select the date.

# of holders: 7

Period: 2021 Q1

Type: Common Stock

History

% change to
Portfolio

B. Tweedy, Ch. Browne

Tweedy, Browne Co All Funds (US)

0.91%

312,805

$77.66

$24,292,375

-12.85% (-46,139)

-0.13%

David Katz

Matrix Advisors Value Fund

3.24%

25,200

$77.66

$1,957,032

-22.22% (-7,200)

-0.93%

Edgar Wachenheim III

Greenhaven Associates

9.99%

5,694,264

$77.66

$442,217,000

-40.32% (-3,846,281)

-6.75%

Harry Burn

Sound Shore Management

2.95%

1,301,417

$77.66

$101,068,000

-31.56% (-599,990)

-1.36%

Jim Cullen

Cullen Value Fund

4.17%

14,065

$77.66

$1,092,287

-21.97% (-3,960)

-1.17%

Ravenel Boykin Curry IV

Eagle Capital Management

2.85%

11,903,837

$77.66

$924,452,000

-8.78% (-1,145,193)

-0.27%

Ronald Muhlenkamp

Muhlenkamp & Co

0.41%

10,805

$102.92

$1,112,000

Current price: $137.87 69.65% AVG reported hold price*: $81.27

Completely sold out

History

Name

Company

Sold
Shares*

% change to
Portfolio

Jeffrey Ubben

ValueAct Holdings

8,283,722

-6.63%

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.