Morgan Stanley
MS- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
In the last 90 days, Morgan Stanley insiders filed 0 open-market purchases and 3 sales; 2,745 institutions reported holding it in 13F filings for Q2 2026, worth $281.7B in total; superinvestors Viking Global Investors and Soros Fund Management hold it.
Other share classesMS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ
13F holders, Q3 2023
Institutional positions in Morgan Stanley as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,671
- +5 vs. Q2 2023
- Shares held
- 1.38B
- −8.15M (−0.6%) vs. Q2 2023
- Total value
- $112.7B
- −$5.81B (−4.9%) vs. Q2 2023
- New holders
- 121
- 673 more added
- Sold out
- 116
- 627 more reduced
23 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| Q4 2025 | 2,533 | $239.4B |
| Q3 2025 | 2,266 | $211.9B |
| Q2 2025 | 2,209 | $190.6B |
| Q1 2025 | 2,104 | $159.1B |
| Q4 2024 | 2,118 | $170.9B |
| Q3 2024 | 1,875 | $141.1B |
| Q2 2024 | 1,829 | $131.2B |
| Q1 2024 | 1,799 | $127.8B |
| Q4 2023 | 1,761 | $128.3B |
| Q3 2023 | 1,671 | $112.7B |
| Q2 2023 | 1,689 | $118.7B |
| Q1 2023 | 1,674 | $124.1B |
| Q4 2022 | 1,682 | $120.2B |
| Q3 2022 | 1,586 | $112.7B |
| Q2 2022 | 1,607 | $109.6B |
| Q1 2022 | 1,673 | $129.1B |
| Q4 2021 | 1,716 | $146.9B |
| Q3 2021 | 1,592 | $148.8B |
| Q2 2021 | 1,550 | $143.7B |
| Q1 2021 | 1,516 | $123.7B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $30.8B | 100.00% | 00.0% | Unchanged |
| State Street Corp | 111,790,911 | $9.13B | 0.51% | −2,733,607−2.4% | Reduced |
| Vanguard Group Inc | 109,646,393 | $8.95B | 0.22% | −1,207,713−1.1% | Reduced |
| BlackRock Inc. | 87,625,023 | $7.16B | 0.21% | −3,010,570−3.3% | Reduced |
| JPMorgan Chase & Co | 52,713,950 | $4.31B | 0.50% | +2,902,571+5.8% | Added |
| Wellington Management Group LLP | 32,819,616 | $2.68B | 0.54% | −3,443,650−9.5% | Reduced |
| Geode Capital Management, LLC | 23,620,478 | $1.92B | 0.23% | −5,5380.0% | Reduced |
| Bank of America Corp | 23,499,615 | $1.92B | 0.24% | −175,354−0.7% | Reduced |
| Capital Research Global Investors | 23,488,751 | $1.92B | 0.53% | −4,584,264−16.3% | Reduced |
| FMR LLC | 23,474,452 | $1.92B | 0.17% | +4,098,577+21.2% | Added |
| Capital International Investors | 22,633,897 | $1.85B | 0.47% | −1,829,546−7.5% | Reduced |
| Price T Rowe Associates Inc | 21,257,070 | $1.74B | 0.25% | −1,941,466−8.4% | Reduced |
| Fisher Asset Management, LLC | 19,733,279 | $1.61B | 0.91% | −182,649−0.9% | Reduced |
| Massachusetts Financial Services Co | 19,622,118 | $1.60B | 0.56% | −697,756−3.4% | Reduced |
| Ameriprise Financial Inc | 16,994,546 | $1.39B | 0.46% | −916,833−5.1% | Reduced |
| Royal Bank of Canada | 15,222,502 | $1.24B | 0.36% | −652,176−4.1% | Reduced |
| Bank of New York Mellon Corp | 13,159,271 | $1.07B | 0.24% | +415,531+3.3% | Added |
| Northern Trust Corp | 13,107,965 | $1.07B | 0.21% | +277,909+2.2% | Added |
| Goldman Sachs Group Inc | 12,431,951 | $1.02B | 0.26% | +1,302,699+11.7% | Added |
| Franklin Resources Inc | 11,533,381 | $941.9M | 0.48% | +346,006+3.1% | Added |
| Norges Bank | 10,021,961 | $818.5M | 0.17% | −498,474−4.7% | Reduced |
| Dimensional Fund Advisors LP | 9,192,232 | $750.8M | 0.25% | −560,887−5.8% | Reduced |
| Legal & General Group Plc | 8,464,847 | $691.3M | 0.24% | −373,726−4.2% | Reduced |
| Charles Schwab Investment Management Inc | 8,437,777 | $683.6M | 0.20% | −19,622−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 8,082,128 | $660.1M | 0.38% | +483,859+6.4% | Added |
| Nuveen Asset Management, LLC | 7,788,696 | $636.1M | 0.22% | −56,240−0.7% | Reduced |
| UBS Group AG | 7,551,730 | $616.7M | 0.28% | +377,831+5.3% | Added |
| Capital World Investors | 7,175,172 | $586.0M | 0.12% | −15,809,297−68.8% | Reduced |
| Bank of Montreal | 6,571,558 | $582.2M | 0.34% | +158,265+2.5% | Added |
| Janus Henderson Group PLC | 7,022,129 | $573.5M | 0.38% | −312,776−4.3% | Reduced |
| Invesco Ltd. | 6,672,135 | $544.9M | 0.15% | +766,530+13.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,980,093 | $488.4M | 0.72% | +5,905,679+7,936.2% | Added |
| UBS Asset Management Americas Inc | 5,914,040 | $483.0M | 0.22% | −16,778−0.3% | Reduced |
| Boston Partners | 5,899,130 | $477.8M | 0.66% | +5,899,130 | New |
| Morgan Stanley | 5,823,481 | $475.6M | 0.05% | +74,499+1.3% | Added |
| Principal Financial Group Inc | 5,152,379 | $420.8M | 0.30% | −138,047−2.6% | Reduced |
| Wells Fargo & Company | 4,924,579 | $402.2M | 0.13% | +96,751+2.0% | Added |
| Amundi | 4,613,527 | $364.2M | 0.18% | +858,213+22.9% | Added |
| Barclays PLC | 4,054,559 | $331.1M | 0.22% | +448,000+12.4% | Added |
| California Public Employees Retirement System | 4,015,294 | $327.9M | 0.28% | +1,393,065+53.1% | Added |
| Schroder Investment Management Group | 3,507,849 | $286.5M | 0.43% | +144,114+4.3% | Added |
| HSBC Holdings PLC | 3,456,607 | $281.9M | 0.31% | +196,364+6.0% | Added |
| TD Asset Management Inc | 3,136,196 | $256.1M | 0.31% | +349,000+12.5% | Added |
| Lord, Abbett & Co. LLC | 3,116,025 | $254.5M | 0.95% | −7,114−0.2% | Reduced |
| Canada Pension Plan Investment Board | 3,099,255 | $253.1M | 0.37% | −217,341−6.6% | Reduced |
| Alliancebernstein L.P. | 3,064,643 | $250.3M | 0.11% | −146,717−4.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,007,239 | $245.6M | 0.20% | −52,800−1.7% | Reduced |
| Credit Suisse AG | 2,917,877 | $238.3M | 0.25% | +3,516+0.1% | Added |
| Cullen Capital Management LLC | 2,893,433 | $236.3M | 2.76% | −61,173−2.1% | Reduced |
| Deutsche Bank AG | 2,847,975 | $232.6M | 0.15% | −431,290−13.2% | Reduced |
| First Republic Investment Management, Inc. | 2,737,798 | $223.6M | 0.64% | +2,737,798 | New |
| Rhumbline Advisers | 2,556,762 | $208.8M | 0.24% | −8,996−0.4% | Reduced |
| Jane Street Group, LLC | 2,544,264 | $207.8M | 0.32% | +133,125+5.5% | Added |
| Primecap Management Co | 2,543,213 | $207.7M | 0.18% | −76,030−2.9% | Reduced |
| The PNC Financial Services Group, Inc. | 2,250,667 | $183.8M | 0.16% | −6,518−0.3% | Reduced |
| New York State Common Retirement Fund | 2,089,370 | $170.6M | 0.25% | −137,986−6.2% | Reduced |
| Citigroup Inc | 2,077,912 | $169.7M | 0.24% | −17,551−0.8% | Reduced |
| CI Private Wealth, LLC | 2,028,777 | $165.7M | 0.38% | −18,426−0.9% | Reduced |
| First Trust Advisors LP | 1,998,671 | $163.2M | 0.19% | +13,875+0.7% | Added |
| National Pension Service | 1,981,452 | $162.8M | 0.26% | +36,081+1.9% | Added |
| California State Teachers Retirement System | 1,978,264 | $161.6M | 0.25% | −86,107−4.2% | Reduced |
| Nordea Investment Management AB | 1,930,238 | $158.8M | 0.22% | −490,060−20.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,908,440 | $155.9M | 0.19% | +843,260+79.2% | Added |
| D. E. Shaw & Co., Inc. | 1,905,610 | $155.6M | 0.26% | +1,649,327+643.6% | Added |
| Fifth Third Bancorp | 1,846,303 | $150.8M | 0.70% | +48,382+2.7% | Added |
| Envestnet Asset Management Inc | 1,842,060 | $150.4M | 0.07% | +390,406+26.9% | Added |
| Focused Investors LLC | 1,810,850 | $147.9M | 5.26% | −21,400−1.2% | Reduced |
| Macquarie Group Ltd | 1,720,999 | $140.6M | 0.18% | +39,719+2.4% | Added |
| Raymond James & Associates | 1,684,411 | $137.6M | 0.12% | +118,276+7.6% | Added |
| FIL Ltd | 1,679,416 | $137.2M | 0.16% | −505,906−23.2% | Reduced |
| Neuberger Berman Group LLC | 1,588,720 | $129.8M | 0.12% | +14,059+0.9% | Added |
| Ensign Peak Advisors, Inc | 1,588,515 | $129.7M | 0.28% | +68,275+4.5% | Added |
| American Century Companies Inc | 1,491,892 | $121.8M | 0.09% | −90,673−5.7% | Reduced |
| Fayez Sarofim & Co | 1,457,744 | $119.1M | 0.40% | −399,906−21.5% | Reduced |
| Millennium Management LLC | 1,456,858 | $119.0M | 0.12% | +1,127,673+342.6% | Added |
| LSV Asset Management | 1,425,499 | $116.4M | 0.27% | −1,139,528−44.4% | Reduced |
| Prudential Financial Inc | 1,401,928 | $114.5M | 0.18% | +58,214+4.3% | Added |
| Toronto Dominion Bank | 1,374,593 | $112.3M | 0.19% | −342,833−20.0% | Reduced |
| New York State Teachers Retirement System | 1,367,962 | $111.7M | 0.27% | −70,456−4.9% | Reduced |
| Stifel Financial Corp | 1,347,363 | $110.0M | 0.15% | +57,471+4.5% | Added |
| Hamlin Capital Management, LLC | 1,327,091 | $108.4M | 3.73% | +430,156+48.0% | Added |
| Susquehanna International Group, LLP | 1,304,793 | $106.6M | 0.17% | −605,633−31.7% | Reduced |
| State Board of Administration of Florida Retirement System | 1,277,859 | $104.4M | 0.25% | −56,511−4.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,268,634 | $103.6M | 0.23% | −29,400−2.3% | Reduced |
| Evercore Wealth Management, LLC | 1,225,793 | $100.1M | 1.87% | −68,742−5.3% | Reduced |
| Qube Research & Technologies Ltd | 1,207,274 | $98.6M | 0.29% | +26,623+2.3% | Added |
| Russell Investments Group, Ltd. | 1,205,489 | $98.5M | 0.20% | +171,412+16.6% | Added |
| Capital Fund Management S.A. | 1,205,087 | $98.4M | 1.32% | +997,658+481.0% | Added |
| Great West Life Assurance Co | 1,162,642 | $95.0M | 0.23% | −20,119−1.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,141,132 | $93.2M | 0.19% | +69,230+6.5% | Added |
| Natixis Advisors, L.P. | 1,119,507 | $91.4M | 0.28% | −39,031−3.4% | Reduced |
| Standard Life Aberdeen plc | 1,109,947 | $90.6M | 0.23% | +52,847+5.0% | Added |
| Korea Investment CORP | 1,099,226 | $89.8M | 0.26% | −30,298−2.7% | Reduced |
| Truist Financial Corp | 1,095,689 | $89.5M | 0.15% | +56,757+5.5% | Added |
| Douglas Lane & Associates, LLC | 1,048,635 | $85.6M | 1.44% | −4,465−0.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,048,199 | $85.6M | 0.28% | +1,044,675+29,644.6% | Added |
| Voya Investment Management LLC | 1,045,241 | $85.2M | 0.09% | +121,017+13.1% | Added |
| Artisan Partners Limited Partnership | 1,035,385 | $84.6M | 0.14% | +2,319+0.2% | Added |
| BNP Paribas Arbitrage, SA | 1,030,369 | $84.2M | 0.19% | +189,938+22.6% | Added |
| Commerce Bank | 1,004,722 | $82.1M | 0.65% | −16,912−1.7% | Reduced |