Which hedge funds own MS? MORGAN STANLEY, Q2 2026 13F holders
92 tracked hedge funds disclosed a position in MS (MORGAN STANLEY) in their Q2 2026 13F filings, worth $5.4bn in total. The largest holder by portfolio weight is Bridger Management, LLC at 15.6% of its book. 16 opened a new position this quarter: Marvin & Palmer Associates Inc, Delta Global Management LP, Philadelphia Financial Management of San Francisco, LLC, Viking Global Investors LP. 25 exited: Hound Partners, LLC, Junto Capital Management LP, Think Investments LP.
- 92
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 16
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 25
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $398m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $336m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $5.4bn
- Combined value Sum of the holders' reported positions in the security.
- 7.4%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Hound Partners, LLC | 2.9% | $23.3m |
| Junto Capital Management LP | 2.0% | $93.0m |
| Think Investments LP | 1.5% | $11.2m |
| FJ Capital Management LLC | 1.0% | $9.2m |
| Carlson Capital, L.P. | 0.6% | $1.4m |
| Encore Global Management, LP | 0.5% | $658k |
| One River Asset Management, LLC | 0.4% | $126k |
| Prana Capital Management, LP | 0.3% | $9.5m |
| Aquatic Capital Management LLC | 0.3% | $9.6m |
| Graham Capital Management, L.P. | 0.2% | $6.3m |
| MQS Management LLC | 0.2% | $298k |
| ExodusPoint Capital Management, LP | 0.2% | $19.5m |
| Renaissance Technologies LLC | 0.2% | $111m |
| Polar Asset Management Partners Inc. | 0.2% | $6.8m |
| Campbell & CO Investment Adviser LLC | 0.1% | $2.5m |
| J. Goldman & Co LP | 0.1% | $2.6m |
| 111 Capital | 0.1% | $440k |
| Atom Investors LP | 0.10% | $1.3m |
| Voloridge Investment Management, LLC | 0.08% | $20.5m |
| Wolverine Asset Management LLC | 0.06% | $3.7m |
| Twinbeech Capital LP | 0.04% | $393k |
| Patton Fund Management, Inc. | 0.04% | $234k |
| Armistice Capital, LLC | 0.02% | $497k |
| Verition Fund Management LLC | 0.02% | $1.6m |
| Elequin Capital, LP | 0.0% | $41.5k |
Ownership over time
Who discovered MS first? Beta
The run: Q1 2020 → Q2 2026, +515%
| Greenhaven Associates (Edgar Wachenheim) high conviction | Q1 2020 | 3.7% | +9.2 pts |
| Basswood Capital Management, L.L.C. | Q1 2019 | 2.5% | +5.0 pts |
| Marvin & Palmer Associates Inc high conviction | Q2 2020 | – | +4.7 pts |
| Junto Capital Management LP high conviction | Q1 2019 | 3.4% | +4.1 pts |
| Eminence Capital, LP | Q2 2019 | 1.9% | +2.9 pts |
| Samlyn Capital, LLC | Q1 2020 | 1.5% | +2.6 pts |
| Mark Asset Management LP | Q1 2020 | 1.6% | +2.3 pts |
| Partners Capital Investment Group, LLP | Q4 2019 | 1.8% | +1.2 pts |
| Hunting Hill Global Capital, LLC high conviction | Q1 2020 | 2.9% | +1.2 pts |
| Ninety One North America, Inc. | Q1 2020 | 1.2% | +1.1 pts |
| Azora Capital LP high conviction | Q1 2019 | 2.4% | +1.0 pts |
| Mirabella Financial Services LLP | Q2 2020 | – | +0.8 pts |
| Moore Capital Management, LP | Q1 2020 | 1.5% | +0.5 pts |
| Twinbeech Capital LP | Q1 2020 | 1.1% | +0.2 pts |
| EJF Capital LP high conviction | Q2 2020 | – | +0.1 pts |
| CenterStar Asset Management, LLC | Q1 2019 | 0.3% | −0.2 pts |
| Prana Capital Management, LP | Q2 2019 | 0.9% | −0.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.