Morgan Stanley
Held by 3 superinvestors (MS).
Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.
Morgan Stanley (MS) is held by 3 of the superinvestors tracked on Compounder, with a combined $120.0M in reported 13F value. The largest position belongs to Richard Pzena, where it makes up 0.3% of the portfolio.
Other notable holders by value include David Katz (3.6% of its book) and Ray Dalio (0.0% of its book).
Over the latest quarter, 0 of the tracked filers opened a new position in MS, 2 added to existing ones, 1 trimmed, and 0 sold out entirely.
Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-03-31. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.
Superinvestors holding this security over the last 8 quarters: 4 → 3.
Early quarters may understate holder counts due to data backfill — read the slope with care.
- Value$78.4MWeight (prev→now)0.3% → 0.3% ▲
- Value$39.2MWeight (prev→now)4.2% → 3.6% ▼
- Value$2.4MWeight (prev→now)0.0% → 0.0% ▲
Sources· SEC EDGAR 13F as of 2026-05-15
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