# Morgan Stanley (MS): value investors who own it | moatshark

2 value investors held Morgan Stanley in their Q3 2026 13F, led by Matrix Asset Advisors, Mairs & Power.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Matrix Asset Advisors | 3.2% | $38.6m | Trimmed -1.4% | 54 |
| Mairs & Power | 0.0% | $217k | New | 1 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-07-28 | SCHAPIRO MARY L | Director | Sold | 1000 | $212k |
| 2026-07-17 | Pizzi Michael A. | Head Technology & Operations | Sold | 17064 | $3.7m |
| 2026-07-17 | Pizzi Michael A. | Head Technology & Operations | Sold | 7101 | $1.5m |
| 2026-07-16 | YESHAYA SHARON | Chief Financial Officer | Sold | 9172 | $2.0m |
| 2026-07-16 | YESHAYA SHARON | Chief Financial Officer | Sold | 6382 | $1.4m |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/ms). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.