Public record / Tickers / MS

MS — MORGAN STANLEY

Both disclosure regimes on one name: who in Congress filed about MS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
85
all PTR rows naming MS
Members · 12m
6
4 buys · 4 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Thomas R. Suozzi · $100K–$250K

Purchase · traded 2021-11-24 → filed 2021-12-01. Ranked over every MS row by the provable lower bound, never a point estimate.

6 members · 4 buys / 4 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

12 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

24 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 24 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-17Dan Newhouse R–WA-4Purchase · SP (spouse-owned)Traded 07-10 +7d$1K–$15K
2026-01-15Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-12-18 +28d$1K–$15K
2026-01-14Steve Cohen D–TN-9Sale · partial (partial sale)Traded 2025-12-17 +28d$50K–$100K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 85 ↗

Members active in MS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MS in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-312$2.0K to $30.0K2
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Alan Armstrong R–OK1$1.0K to $15.0K2
Dan Newhouse R–WA-41$1.0K to $15.0K3
Steve Cohen D–TN-91−$100K to −$50.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

6 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · MS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Dan Newhouse R–WA-4 $2K–$30K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Tudor Investment Corp $25.7M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · MORGAN STANLEY

Merged timeline of congressional filings and notable-manager moves on MS
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-17Dan Newhouse CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+328 sh
2026-05-15Bridgewater Associates 13Fadd+1,479 sh
2026-05-15Tudor Investment Corp 13Ftrim−556,340 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of MS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1MITSUBISHI UFJ FINANCIAL GROUP INC$62.1B1
2STATE STREET CORP$16.7B1
3BlackRock, Inc.$15.9B1
4VANGUARD CAPITAL MANAGEMENT LLC$12.8B1
5JPMORGAN CHASE & CO$6.9B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$5.0B1
7GEODE CAPITAL MANAGEMENT, LLC$4.5B1
8Fisher Asset Management, LLC$4.2B1
9FMR LLC$3.7B1
10Capital Research Global Investors$3.3B1
11BANK OF AMERICA CORP /DE/$2.7B1
12AMERIPRISE FINANCIAL INC$2.3B1
13NORTHERN TRUST CORP$2.1B1
14UBS Group AG$2.0B1
15MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.9B1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.8B1
17SCHRODER INVESTMENT MANAGEMENT GROUP$1.7B1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.6B1
19Bank of New York Mellon Corp$1.6B1
20FRANKLIN RESOURCES INC$1.5B1
21Legal & General Group Plc$1.4B1
22ROYAL BANK OF CANADA$1.3B1
23Invesco Ltd.$1.3B1
24DIMENSIONAL FUND ADVISORS LP$1.2B1
25Capital International Investors$1.2B1
26Amundi$1.1B1
27VANGUARD FIDUCIARY TRUST CO$1.1B1
28BANK OF MONTREAL /CAN/$1.1B1
29MORGAN STANLEY$1.0B1
30Nuveen, LLC$922M1
31BARCLAYS PLC$858M1
32WELLINGTON MANAGEMENT GROUP LLP$767M1
33Boston Partners$729M1
34WELLS FARGO & COMPANY/MN$713M1
35DEUTSCHE BANK AG\$678M1
36MILLENNIUM MANAGEMENT LLC$658M1
37Janus Henderson Group Ltd.$646M1
38TWO SIGMA INVESTMENTS, LP$615M1
39HSBC HOLDINGS PLC$554M1
40AXIOM INVESTORS LLC /DE$513M1
41ENVESTNET ASSET MANAGEMENT INC$510M1
42ALLIANCEBERNSTEIN L.P.$509M1
43PRINCIPAL FINANCIAL GROUP INC$497M1
44CANADA PENSION PLAN INVESTMENT BOARD$491M1
45National Pension Service$486M1
46CITADEL ADVISORS LLC$471M1
47Mitsubishi UFJ Asset Management Co., Ltd.$442M1
48Vanguard Global Advisers, LLC$435M1
49Allianz Asset Management GmbH$430M1
50Sumitomo Mitsui Trust Group, Inc.$418M1
51Neuberger Berman Group LLC$392M1
52VANGUARD ASSET MANAGEMENT, Ltd$380M1
53TD ASSET MANAGEMENT INC$351M1
54LPL Financial LLC$328M1
55RAYMOND JAMES FINANCIAL INC$324M1
56CITIGROUP INC$308M1
57D. E. Shaw & Co., Inc.$307M1
58Ensign Peak Advisors, Inc$305M1
59PRUDENTIAL FINANCIAL INC$299M1
60FIFTH THIRD BANCORP$296M1
61Corient Private Wealth LLC$277M1
62STIFEL FINANCIAL CORP$270M1
63Capital World Investors$266M1
64HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$257M1
65NEW YORK STATE COMMON RETIREMENT FUND$253M1
66FIL Ltd$247M1
67VOYA INVESTMENT MANAGEMENT LLC$239M1
68Point72 Asset Management, L.P.$238M1
69Cullen Capital Management, LLC$236M1
70SEI INVESTMENTS CO$232M1
71AMERICAN CENTURY COMPANIES INC$230M1
72SAMLYN CAPITAL, LLC$218M1
73HighTower Advisors, LLC$215M1
74Hamlin Capital Management, LLC$212M1
75COMMERCE BANK$212M1
76Alecta Tjanstepension Omsesidigt$210M1
77Connor, Clark & Lunn Investment Management Ltd.$206M1
78NATIONAL BANK OF CANADA /FI/$205M1
79Focused Investors LLC$202M1
80MANUFACTURERS LIFE INSURANCE COMPANY, THE$202M1
81Squarepoint Ops LLC$197M1
82Evercore Wealth Management, LLC$194M1
83Aberdeen Group plc$190M1
84Alyeska Investment Group, L.P.$185M1
85Universal- Beteiligungs- und Servicegesellschaft mbH$183M1
86AVIVA PLC$179M1
87Qube Research & Technologies Ltd$177M1
88STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$167M1
89Clark Capital Management Group, Inc.$163M1
90ADAGE CAPITAL PARTNERS GP, L.L.C.$160M1
91Winslow Capital Management, LLC$159M1
92NORDEA INVESTMENT MANAGEMENT AB$156M1
93Alphinity Investment Management Pty Ltd$155M1
94BNP Paribas Asset Management Holding S.A.$152M1
95Quantinno Capital Management LP$151M1
96NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$151M1
97Mariner, LLC$148M1
98OFI INVEST ASSET MANAGEMENT$144M1
99Swedbank AB$144M1
100FEDERATED HERMES, INC.$142M1
101BALYASNY ASSET MANAGEMENT L.P.$141M1
102CIBC WORLD MARKET INC.$141M1
103VICTORY CAPITAL MANAGEMENT INC$141M1
104MACKENZIE FINANCIAL CORP$140M1
105DANSKE BANK A/S$140M1
106STOREBRAND ASSET MANAGEMENT AS$138M1
107RBF Capital, LLC$133M1
108Swiss Life Asset Management Ltd$132M1
109Retirement Systems of Alabama$130M1
110Douglas Lane & Associates, LLC$129M1
111AustralianSuper Pty Ltd$125M1
112M&T BANK CORP$125M1
113Robeco Institutional Asset Management B.V.$124M1
114US BANCORP \DE\$118M1
115BANK OF NOVA SCOTIA$118M1
116Pictet Asset Management Holding SA$117M1
117STATE OF WISCONSIN INVESTMENT BOARD$113M1
118Bank Julius Baer & Co. Ltd, Zurich$112M1
119RENAISSANCE TECHNOLOGIES LLC$111M1
120ROYAL LONDON ASSET MANAGEMENT LTD$107M1
121Aristotle Capital Management, LLC$106M1
122PFA Pension, Forsikringsaktieselskab$106M1
123Asset Management One Co., Ltd.$104M1
124UniSuper Management Pty Ltd$104M1
125APG Asset Management N.V.$103M1
126Korea Investment CORP$102M1
127NATIXIS$101M1
128AGF MANAGEMENT LTD$101M1
129Holocene Advisors, LP$101M1
130Chevy Chase Trust Holdings, LLC$98.5M1
131Zurcher Kantonalbank (Zurich Cantonalbank)$97.4M1
132Vanguard Investments Australia, Ltd.$97.2M1
133PUBLIC SECTOR PENSION INVESTMENT BOARD$96.6M1
134TRUIST FINANCIAL CORP$95.4M1
135Artisan Partners Limited Partnership$95.3M1
136Junto Capital Management LP$93.0M1
137CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$92.8M1
138WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$92.8M1
139AQR CAPITAL MANAGEMENT LLC$91.2M1
140FIRST TRUST ADVISORS LP$88.6M1
141Calamos Advisors LLC$88.2M1
142Mitsubishi UFJ Trust & Banking Corp$87.7M1
143TORONTO DOMINION BANK$85.1M1
144CAPITAL ADVISORS INC/OK$83.8M1
145CREDIT AGRICOLE S A$83.7M1
146CIBC Bancorp USA Inc.$83.3M1
147KLP KAPITALFORVALTNING AS$82.5M1
148WESTFIELD CAPITAL MANAGEMENT CO LP$81.7M1
149WORLDQUANT MILLENNIUM ADVISORS LLC$81.6M1
150NOMURA ASSET MANAGEMENT CO LTD$80.6M1
151Creative Planning$79.1M1
152Life Cycle Investment Partners Ltd$79.1M1
153PZENA INVESTMENT MANAGEMENT LLC$78.4M1
154TD Waterhouse Canada Inc.$77.9M1
155DONALDSON CAPITAL MANAGEMENT, LLC$76.3M1
156Candriam S.C.A.$76.0M1
157PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$76.0M1
158Eurizon Capital SGR S.p.A.$76.0M1
159NISA INVESTMENT ADVISORS, LLC$75.8M1
160PINNACLE ASSOCIATES LTD$74.0M1
161GATEWAY INVESTMENT ADVISERS LLC$73.2M1
162MML INVESTORS SERVICES, LLC$71.8M1
163PRIMECAP MANAGEMENT CO/CA/$71.2M1
164Lansforsakringar Fondforvaltning AB (publ)$70.1M1
165Banco Santander, S.A.$68.7M1
166Fullerton Fund Management Co Ltd.$68.3M1
167State of New Jersey Common Pension Fund D$67.7M1
168Rockefeller Capital Management L.P.$65.0M1
169Focus Partners Wealth$63.3M1
170Man Group plc$62.4M1
171TODD ASSET MANAGEMENT LLC$61.7M1
172Resona Asset Management Co.,Ltd.$61.7M1
173COMMONWEALTH EQUITY SERVICES, LLC$61.3M1
174Cetera Investment Advisers$61.1M1
175BASSWOOD CAPITAL MANAGEMENT, L.L.C.$60.8M1
176Quadrature Capital Ltd$60.6M1
177ATALANTA SOSNOFF CAPITAL, LLC$60.4M1
178Tredje AP-fonden$59.3M1
179FOUNDATIONS INVESTMENT ADVISORS, LLC$57.6M1
180AMF Tjanstepension AB$57.4M1
181ABN AMRO Bank N.V.$57.3M1
182SCOTIA CAPITAL INC.$57.2M1
183O'SHAUGHNESSY ASSET MANAGEMENT, LLC$56.8M1
184Annex Advisory Services, LLC$56.7M1
185FIDUCIARY TRUST CO$55.9M1
186FACTORY MUTUAL INSURANCE CO$54.2M1
187Czech National Bank$53.9M1
188Gradient Investments LLC$53.9M1
189Arizona State Retirement System$53.5M1
190FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$53.5M1
191SEB Asset Management AB$52.6M1
192STATE OF MICHIGAN RETIREMENT SYSTEM$51.7M1
193Longaeva Partners L.P.$51.6M1
194DnB Asset Management AS$51.5M1
195Baird Financial Group, Inc.$51.3M1
196OPPENHEIMER ASSET MANAGEMENT INC.$50.3M1
197CIBC Asset Management Inc$49.7M1
198Zurich Insurance Group Ltd/FI$49.3M1
199FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$48.7M1
200Rafferty Asset Management, LLC$48.4M1
201AE Wealth Management LLC$48.4M1
202GROUPAMA ASSET MANAGMENT$48.3M1
203Badgley Phelps Wealth Managers, LLC$47.7M1
204CHILTON CAPITAL MANAGEMENT LLC$46.6M1
205COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$46.1M1
206MetLife Investment Management, LLC$46.1M1
207Teewinot Capital Advisers, L.L.C.$45.9M1
208PACIFIC HEIGHTS ASSET MANAGEMENT LLC$45.3M1
209Sequoia Financial Advisors, LLC$44.7M1
210Mirae Asset Global Investments Co., Ltd.$43.6M1
211TEACHER RETIREMENT SYSTEM OF TEXAS$43.3M1
212Cerity Partners LLC$42.6M1
213ZACKS INVESTMENT MANAGEMENT$42.1M1
214Empowered Funds, LLC$41.6M1
215ProShare Advisors LLC$41.3M1
216QRG CAPITAL MANAGEMENT, INC.$41.1M1
217MOODY LYNN LIEBERSON & WALKER, LLC$41.0M1
218NewEdge Advisors, LLC$40.4M1
219KEYBANK NATIONAL ASSOCIATION/OH$40.3M1
220IFM Investors Pty Ltd$40.3M1
221FLPUTNAM INVESTMENT MANAGEMENT CO$39.7M1
222Caldwell Investment Management Ltd.$39.6M1
223BEACON INVESTMENT ADVISORY SERVICES, INC.$39.4M1
224MATRIX ASSET ADVISORS INC/NY$39.2M1
225LAZARD ASSET MANAGEMENT LLC$39.1M1
226Rokos Capital Management LLP$39.0M1
227OSAIC HOLDINGS, INC.$38.3M1
228CONNING INC.$37.1M1
229MERCER GLOBAL ADVISORS INC /ADV$36.9M1
230Varma Mutual Pension Insurance Co$36.4M1
231Federation des caisses Desjardins du Quebec$35.6M1
232FIRST MANHATTAN CO. LLC.$35.4M1
233CWM, LLC$35.2M1
234Crossmark Global Holdings, Inc.$34.8M1
235Daiwa Securities Group Inc.$34.3M1
236Lido Advisors, LLC$34.3M1
237USS Investment Management Ltd$34.0M1
238XPONANCE LLC$34.0M1
239Vanguard Personalized Indexing Management, LLC$33.6M1
240Ethic Inc.$32.8M1
241J.P. Marvel Investment Advisors, LLC$32.6M1
242REGIONS FINANCIAL CORP$32.3M1
243BAILARD, INC.$31.4M1
244JANE STREET GROUP, LLC$31.1M1
245PICTON MAHONEY ASSET MANAGEMENT$30.6M1
246Utah Retirement Systems$30.4M1
247ARS Investment Partners, LLC$30.2M1
248Maple Capital Management, Inc.$29.8M1
249Migdal Insurance & Financial Holdings Ltd.$29.8M1
250Midwest Trust Co$29.2M1
251Sumitomo Mitsui DS Asset Management Company, Ltd$29.1M1
252Wealthfront Advisers LLC$29.1M1
253Pathstone Holdings, LLC$29.0M1
254Hudson Bay Capital Management LP$28.7M1
255NEOS Investment Management LLC$28.6M1
256Andra AP-fonden$28.5M1
257ASSETMARK, INC$28.3M1
258BROWN ADVISORY INC$28.2M1
259Rakuten Investment Management, Inc.$28.2M1
260NEW YORK LIFE INVESTMENT MANAGEMENT LLC$28.0M1
261Voleon Capital Management LP$27.8M1
262DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$27.3M1
263UMB Bank, n.a.$27.3M1
264BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$26.9M1
265BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$26.7M1
266PITTENGER & ANDERSON INC$26.5M1
267MAI Capital Management$26.4M1
268Boston Common Asset Management, LLC$26.3M1
269ASR Vermogensbeheer N.V.$26.1M1
270OP Asset Management Ltd$26.0M1
271Sanctuary Advisors, LLC$25.7M1
272Harvest Portfolios Group Inc.$25.7M1
273BLAIR WILLIAM & CO/IL$25.7M1
274&PARTNERS$25.7M1
275Clearbridge Investments, LLC$25.7M1
276TUDOR INVESTMENT CORP ET AL$25.7M1
277Pinnacle Financial Partners, Inc.$25.6M1
278ABN AMRO INVESTMENT SOLUTIONS$25.4M1
279NISSAY ASSET MANAGEMENT CORP /JAPAN$25.1M1
280Vontobel Holding Ltd.$25.1M1
281KESTRA PRIVATE WEALTH SERVICES, LLC$24.9M1
282GLENMEDE TRUST CO NA$24.8M1
283Perpetual Ltd$24.8M1
284HUB Investment Partners, LLC$24.2M1
285Kestra Advisory Services, LLC$24.0M1
286SCS Capital Management LLC$23.9M1
287IEQ CAPITAL, LLC$23.8M1
288MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$23.6M1
289Hound Partners, LLC$23.3M1
290Capital International, Inc./CA/$23.3M1
291NFJ INVESTMENT GROUP, LLC$23.3M1
292NorthCrest Asset Manangement, LLC$23.2M1
293YOUSIF CAPITAL MANAGEMENT, LLC$23.2M1
294Woodline Partners LP$22.9M1
295MACQUARIE GROUP LTD$22.8M1
296Allspring Global Investments Holdings, LLC$22.8M1
297OREGON PUBLIC EMPLOYEES RETIREMENT FUND$22.7M1
298LGT CAPITAL PARTNERS LTD.$22.4M1
299Copeland Capital Management, LLC$22.2M1
300Illinois Municipal Retirement Fund$21.9M1
301NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$21.9M1
302PRUDENTIAL PLC$21.9M1
303Generali Asset Management SPA SGR$21.6M1
304Telos Capital Management, Inc.$21.5M1
305MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$21.2M1
306Vinva Investment Management Ltd$21.0M1
307Dai-ichi Life Insurance Company, Ltd$20.8M1
308EDGAR LOMAX CO/VA$20.7M1
309AIA Group Ltd$20.6M1
310VOLORIDGE INVESTMENT MANAGEMENT, LLC$20.5M1
311Nexus Investment Management ULC$19.7M1
312SUSQUEHANNA INTERNATIONAL GROUP, LLP$19.6M1
313ExodusPoint Capital Management, LP$19.5M1
314Covea Finance$19.3M1
315Schonfeld Strategic Advisors LLC$19.3M1
316Apollon Wealth Management, LLC$19.1M1
317Oak Harvest Investment Services$18.8M1
318Curi Capital, LLC$18.6M1
319CAPITOLIS LIQUID GLOBAL MARKETS LLC$18.6M1
320HB Wealth Management, LLC$18.5M1
321Waverly Advisors, LLC$18.5M1
322BRIDGER MANAGEMENT, LLC$18.5M1
323Haverford Trust Co$17.9M1
324Elo Mutual Pension Insurance Co$17.7M1
325Aptus Capital Advisors, LLC$17.2M1
326New Republic Capital, LLC$17.1M1
327B. Metzler seel. Sohn & Co. AG$17.0M1
328BTC Capital Management, Inc.$16.9M1
329Investment Management Corp of Ontario$16.8M1
330PANAGORA ASSET MANAGEMENT INC$16.8M1
331BOKF, NA$16.6M1
332Merit Financial Group, LLC$16.5M1
333IMC-Chicago, LLC$16.2M1
334American Assets Investment Management, LLC$16.1M1
335Blue Chip Partners, LLC$16.0M1
336GW HENSSLER & ASSOCIATES LTD$15.7M1
337HOWE & RUSLING INC$15.6M1
338CONNORS INVESTOR SERVICES INC$15.4M1
339BAXTER BROS INC$15.3M1
340DJE Kapital AG$15.1M1
341Allworth Financial LP$15.1M1
342Optiver Holding B.V.$14.9M1
343Interval Partners, LP$14.9M1
344Calamos Wealth Management LLC$14.8M1
345ALLIANZ SE$14.6M1
346JUPITER ASSET MANAGEMENT LTD$14.6M1
347Avanza Fonder AB$14.5M1
348LOWE BROCKENBROUGH & CO INC$14.5M1
349OMERS ADMINISTRATION Corp$14.4M1
350Danica Pension, Livsforsikringsaktieselskab$14.4M1
351Orion Porfolio Solutions, LLC$14.4M1
352Steward Partners Investment Advisory, LLC$14.3M1
353Livforsakringsbolaget Skandia, Omsesidigt$14.2M1
354OpenArc Corporate Advisory, LLC$14.1M1
355Kintegral Advisory, LLC$14.1M1
356Edgestream Partners, L.P.$14.0M1
357Advisors Asset Management, Inc.$14.0M1
358LEVEL FOUR ADVISORY SERVICES, LLC$13.9M1
359Vident Advisory, LLC$13.7M1
360J. Safra Sarasin Holding AG$13.6M1
361ROCKLAND TRUST CO$13.5M1
362INTECH INVESTMENT MANAGEMENT LLC$13.3M1
363GERMAN AMERICAN BANCORP, INC.$13.3M1
364Banque Cantonale Vaudoise$13.1M1
365EAGLE CAPITAL MANAGEMENT LLC$13.1M1
366BANQUE PICTET & CIE SA$13.0M1
367Osmosis Investment Management UK Ltd$12.9M1
368Private Advisor Group, LLC$12.8M1
369ELEVATION POINT WEALTH PARTNERS, LLC$12.8M1
370Tidal Investments LLC$12.5M1
371McGuire Investment Group, LLC$12.5M1
372SHELTON CAPITAL MANAGEMENT$12.4M1
373Oliver Luxxe Assets LLC$12.3M1
374Mediolanum International Funds Ltd$12.3M1
375Vestmark Advisory Solutions, Inc.$12.3M1
376Venture Visionary Partners LLC$12.2M1
377Atria Investments, Inc$12.2M1
378Norinchukin Bank, The$12.1M1
379SIMPLEX TRADING, LLC$12.0M1
380MIZUHO SECURITIES USA LLC$12.0M1
381Westbourne Investment Advisors, Inc.$11.7M1
382LEUTHOLD GROUP, LLC$11.7M1
383Texas Capital Bank Wealth Management Services Inc$11.7M1
384STRATEGIC PLANNING GROUP, LLC$11.6M1
385D.A. DAVIDSON & CO.$11.4M1
386Cinctive Capital Management LP$11.4M1
387HARTFORD INVESTMENT MANAGEMENT CO$11.3M1
388Empirical Finance, LLC$11.3M1
389New Age Alpha Advisors, LLC$11.2M1
390Alley Investment Management Company, LLC$11.2M1
391Think Investments LP$11.2M1
392Cyndeo Wealth Partners, LLC$11.0M1
393Lombard Odier Asset Management (Switzerland) SA$10.8M1
394EASTERN BANK$10.8M1
395CITIZENS FINANCIAL GROUP INC/RI$10.8M1
396GUGGENHEIM CAPITAL LLC$10.7M1
397HOURGLASS CAPITAL, LLC$10.5M1
398Emerald Investment Advisers, LLC$10.4M1
399Baugh & Associates, LLC$10.4M1
400Concurrent Investment Advisors, LLC$10.3M1
401Walleye Capital LLC$10.0M1
402Laird Norton Wetherby Trust Company, LLC$10.0M1
403Sterling Capital Management LLC$10.0M1
404ALBION FINANCIAL GROUP /UT$9.9M1
405Trifecta Capital Advisors, LLC$9.8M1
406MONTAG A & ASSOCIATES INC$9.8M1
407Ballentine Partners, LLC$9.8M1
408Assenagon Asset Management S.A.$9.8M1
409Iowa State Bank$9.7M1
410GLOBALT Investments LLC / GA$9.7M1
411COLDSTREAM CAPITAL MANAGEMENT INC$9.7M1
412Aquatic Capital Management LLC$9.6M1
413NatWest Group plc$9.6M1
414Caprock Group, LLC$9.6M1
415INTACT INVESTMENT MANAGEMENT INC.$9.6M1
416OPPENHEIMER & CO INC$9.5M1
417BW Gestao de Investimentos Ltda.$9.5M1
418Nordwand Advisors, LLC$9.5M1
419Prana Capital Management, LP$9.5M1
420ADVOCATE GROUP LLC$9.4M1
421Maryland State Retirement & Pension System$9.4M1
422LOOMIS SAYLES & CO L P$9.3M1
423CHOREO, LLC$9.2M1
424FJ Capital Management LLC$9.2M1
425BECKER CAPITAL MANAGEMENT INC$9.2M1
426OLD SECOND NATIONAL BANK OF AURORA$9.1M1
427Equitable Holdings, Inc.$9.1M1
428DCM Advisors, LLC$9.0M1
429Polar Capital Holdings Plc$9.0M1
430ING GROEP NV$9.0M1
431Financiere des Professionnels - Fonds d'investissement inc.$8.9M1
432Groupe la Francaise$8.8M1
433Siemens Fonds Invest GmbH$8.6M1
434Union Bancaire Privee, UBP SA$8.6M1
435SevenBridge Financial Group, LLC$8.5M1
436Vise Technologies, Inc.$8.5M1
437Pinnacle Wealth Management Advisory Group, LLC$8.5M1
438Private Wealth Partners, LLC$8.4M1
439Consolidated Investment Group LLC$8.4M1
440Lorne Steinberg Wealth Management Inc.$8.4M1
441Diversified Trust Co$8.4M1
442Tower Research Capital LLC (TRC)$8.4M1
443FIRST NATIONAL TRUST CO$8.4M1
444Independent Advisor Alliance$8.3M1
445NIGHTVIEW CAPITAL, LLC$8.1M1
446Sarasin & Partners LLP$8.0M1
447NorthCoast Asset Management LLC$8.0M1
448UNITED CAPITAL FINANCIAL ADVISORS, LLC$7.9M1
449AG2R LA MONDIALE GESTION D'ACTIFS$7.9M1
450Joel Isaacson & Co., LLC$7.8M1
451HOEY INVESTMENTS, INC$7.7M1
452PRINCIPAL SECURITIES, INC.$7.7M1
453EP Wealth Advisors, LLC$7.7M1
454Brooklyn Investment Group$7.5M1
455Plato Investment Management Ltd$7.5M1
456UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$7.5M1
457Elk River Wealth Management LLC$7.5M1
458Gotham Asset Management, LLC$7.4M1
459Envestnet Portfolio Solutions, Inc.$7.4M1
460Sienna Gestion$7.4M1
461Xcel Wealth Management, LLC$7.4M1
462Occidental Asset Management, LLC$7.3M1
463Metis Global Partners, LLC$7.3M1
464Savant Capital, LLC$7.3M1
465Greystone Financial Group, LLC$7.3M1
466Trajan Wealth LLC$7.2M1
467Cercano Management LLC$7.2M1
468Orange Investment Advisors, Inc.$7.2M1
469Stratos Investment Management, LLC$7.2M1
470Perigon Wealth Management, LLC$7.2M1
471Stenger Family Office, LLC$7.2M1
472LBP AM SA$7.1M1
473Madison Asset Management, LLC$7.0M1
474HENNESSY ADVISORS INC$7.0M1
475Socorro Asset Management LP$7.0M1
476Summit Financial, LLC$7.0M1
477FIRST CITIZENS BANK & TRUST CO$7.0M1
478NOMURA HOLDINGS INC$7.0M1
479Arax Advisory Partners$7.0M1
480TOKIO MARINE ASSET MANAGEMENT CO LTD$6.9M1
481Ameritas Investment Partners, Inc.$6.9M1
482GREENWOOD CAPITAL ASSOCIATES LLC$6.9M1
483SkyOak Wealth, LLC$6.9M1
484Global Wealth Management Investment Advisory, Inc.$6.9M1
485LMCG INVESTMENTS, LLC$6.9M1
486Canada Post Corp Registered Pension Plan$6.8M1
487Polar Asset Management Partners Inc.$6.8M1
488Quantbot Technologies LP$6.8M1
489K.J. Harrison & Partners Inc$6.7M1
490Sowell Financial Services LLC$6.7M1
491RITHOLTZ WEALTH MANAGEMENT$6.6M1
492E. Ohman J:or Asset Management AB$6.6M1
493Geremia Financial Services, LLC$6.6M1
494Stokes Capital Advisors, LLC$6.5M1
495Capital Investment Counsel, LLC$6.5M1
496Linscomb Wealth, Inc.$6.4M1
497Morangie Management LLC$6.4M1
498Beacon Pointe Advisors, LLC$6.4M1
499NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.3M1
500QUADRANT CAPITAL GROUP LLC$6.3M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)4 buy / 4 sell
Congress net ($ bound)−$141K to $7.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MS

RETAINED WINDOW · ACTIVE HITS
Signal hits naming MS
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for MS · financials and macro

Financials — as filed PLANNED

MS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing