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MS · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

MSV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MS
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterMSV
Q3 202034 holders, $8.9bn55 holders, $62.2bn
Q4 202028 holders, $15.5bn52 holders, $67.1bn
Q1 202133 holders, $16.4bn58 holders, $64.5bn
Q2 202127 holders, $18.8bn52 holders, $69.3bn
Q3 202128 holders, $20.9bn56 holders, $63.6bn
Q4 202127 holders, $18.2bn47 holders, $58.0bn
Q1 202225 holders, $15.5bn59 holders, $61.8bn
Q2 202227 holders, $13.1bn57 holders, $55.2bn
Q3 202221 holders, $14.4bn57 holders, $50.7bn
Q4 202222 holders, $15.1bn54 holders, $59.4bn
Q1 202317 holders, $16.7bn55 holders, $64.0bn
Q2 202323 holders, $15.1bn54 holders, $65.2bn
Q3 202320 holders, $12.7bn55 holders, $61.5bn
Q4 202321 holders, $13.1bn48 holders, $68.6bn
Q1 202424 holders, $13.1bn50 holders, $73.1bn
Q2 202424 holders, $13.6bn45 holders, $69.5bn
Q3 202425 holders, $14.4bn47 holders, $70.5bn
Q4 202425 holders, $17.7bn48 holders, $77.6bn
Q1 202527 holders, $14.6bn43 holders, $83.5bn
Q2 202526 holders, $17.4bn45 holders, $83.4bn
Q3 202533 holders, $20.8bn48 holders, $82.8bn
Q4 202533 holders, $22.3bn49 holders, $86.0bn
Q1 202634 holders, $19.8bn49 holders, $73.3bn
Q2 202632 holders, $25.5bn52 holders, $81.9bn
MS

Morgan Stanley

Holders
27
Reported value
$14.6bn
Buyers
12
Sellers
16

Breadth -4 among 95 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
43
Reported value
$83.5bn
Buyers
19
Sellers
23

Breadth -4 among 95 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q1 2025

Among the 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MS (8)

Citadel Advisors LLC, Hudson Bay Capital Management LP, Millennium Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Winton Group Ltd

Only V (24)

Akre Capital Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, Farallon Capital Management LLC, Harris Associates LP, Markel Group Inc, Moore Capital Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, TCI Fund Management Ltd, Two Sigma Advisers LP, ValueAct Holdings LP, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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