MORGAN STANLEY

MS stock holders 13F

4 superinvestors reported owning MS (Common Stock) according to the gurus' 2023 Q2 reports.

Top 4 gurus who own (MS) MORGAN STANLEY

The 4 super investors (holders) owning MS (by the percentage (%) of portfolio) are David Katz - Matrix Advisors Value Fund (3.71%), Jim Cullen - Cullen Value Fund (2.92%), Ravenel Boykin Curry IV - Eagle Capital Management (0.42%) and Edgar Wachenheim III - Greenhaven Associates (0.01%) as of their 2023 Q2 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 "2023 Q2" dropdown menu and select the date.

# of holders: 4

Period: 2023 Q2

Type: Common Stock

History

% change to
Portfolio

David Katz

Matrix Advisors Value Fund

3.71%

24,750

$85.40

$2,113,650

Edgar Wachenheim III

Greenhaven Associates

0.01%

10,000

$85.40

$854,000

Jim Cullen

Cullen Value Fund

2.92%

7,413

$85.40

$633,146

Ravenel Boykin Curry IV

Eagle Capital Management

0.42%

1,087,450

$85.40

$92,868,230

-80.01% (-4,351,347)

-1.67%

Current price: $99.58 16.60% AVG reported hold price*: $85.40

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.