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MWD —
MORGAN STANLEY
CUSIP: 617446448 · Held by 6 superinvestors · Combined value: $1,772,372,293
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.2% | $1,633,985,055 | 9,203,994 | ADD | +363,473 |
| 2 | Richard Pzena | 0.2% | $83,836,590 | 472,239 | REDUCE | -313,358 |
| 3 | David Katz | 4.2% | $46,247,037 | 260,503 | REDUCE | -7,925 |
| 4 | Torray LLC | 0.8% | $5,527,929 | 31,138 | REDUCE | -8,594 |
| 5 | Ray Dalio | 0.0% | $2,358,131 | 13,283 | NEW BUY | +13,283 |
| 6 | FPA Queens Road | 0.0% | $417,551 | 2,352 | REDUCE | -126 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | NEW BUY | +13,283 | New |
| Ken Griffin | ADD | +363,473 | +4.1% |
| David Katz | REDUCE | -7,925 | -3.0% |
| FPA Queens Road | REDUCE | -126 | -5.1% |
| Richard Pzena | REDUCE | -313,358 | -39.9% |
| Torray LLC | REDUCE | -8,594 | -21.6% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| David Katz | REDUCE | -1,087 | -0.4% |
| FPA Queens Road | REDUCE | -75 | -2.9% |
| Ken Griffin | REDUCE | -224,830 | -2.5% |
| Richard Pzena | REDUCE | -5,570 | -0.7% |
| Torray LLC | REDUCE | -4,339 | -9.8% |
| Greenhaven Associates | SOLD | -10,000 | Exit |
Who Owns MWD? Superinvestor Holdings
MORGAN STANLEY is held by 6 tracked superinvestors, with a combined position value of $1.8 billion . The largest positions are held by Ken Griffin (0.2% of portfolio), Richard Pzena (0.2% of portfolio), David Katz (4.2% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 4 reduced or exited.