Exited position

Daniel Loeb’s Morgan Stanley (MS) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Third Point LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2012Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares7.75MHighest verified quarter-end share count
Quarters reported2Verified quarters with shares above zero
What happened?

Third Point LLC first reported Morgan Stanley in Q4 2012. The latest verified relationship event shows that Third Point LLC sold the entire position in Q1 2016, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2016
Sold the entire position−3.00M shares · No shares reported at quarter-end
Q4 2015
New position+3.00M shares · 3.00M shares reported
Filing context

Quarter-end price $31.81 · Estimated holding basis $31.81

Q1 2013
Sold the entire position−7.75M shares · No shares reported at quarter-end
Q4 2012
New position+7.75M shares · 7.75M shares reported
Filing context

Quarter-end price $19.12 · Estimated holding basis $19.12

Portfolio importance

How important was Morgan Stanley in Third Point LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight1.0%Q4 2015
Last reported rank#19of 28 reported positions
Peak portfolio weight2.7%Q4 2012
Best historical rank#7Q4 2012
At peak importanceQ4 2012
MS
2.7%
Largest holding
26.6%
Cross-investor discovery

Who else owns Morgan Stanley?

Also reported by 3 other tracked investors in their latest verified filings.

George SorosSoros Fund Management
MS0.1% of reported portfolio
Joel GreenblattGotham Asset Management
MS0.0% of reported portfolio
Ray DalioBridgewater Associates, LP
MS0.0% of reported portfolio
Explore Morgan Stanley across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$214.382026-09-11

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Morgan Stanley stock page →

This tracker follows Third Point LLC’s Form 13F disclosures, not Daniel Loeb’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.