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; 2,746 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 | 2,746 | $281.7B |
| Q1 2026 | 2,514 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 98,394 | $8.04M | 0.02% | +51,200+108.5% | Added |
| Oregon Public Employees Retirement Fund | 98,672 | $8.06M | 0.11% | −2,772−2.7% | Reduced |
| Brinker Capital Investments, LLC | 98,708 | $8.06M | 0.10% | −13,094−11.7% | Reduced |
| Orion Portfolio Solutions, LLC | 98,708 | $8.06M | 0.10% | −13,094−11.7% | Reduced |
| Ieq Capital, LLC | 99,090 | $8.09M | 0.16% | +171+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 99,270 | $8.11M | 0.01% | −7,383−6.9% | Reduced |
| Viking Fund Management LLC | 100,000 | $8.17M | 1.65% | +25,000+33.3% | Added |
| Advisors Asset Management, Inc. | 100,141 | $8.18M | 0.18% | −1,334−1.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 101,490 | $8.29M | 0.64% | +604+0.6% | Added |
| Socorro Asset Management LP | 101,636 | $8.30M | 3.88% | 00.0% | Unchanged |
| New Republic Capital, LLC | 101,848 | $8.32M | 6.79% | −222−0.2% | Reduced |
| Ziegler Capital Management, LLC | 103,184 | $8.43M | 0.34% | −3,456−3.2% | Reduced |
| CBOE Vest Financial, LLC | 104,017 | $8.50M | 0.46% | +44,725+75.4% | Added |
| Power Corp of Canada | 104,077 | $8.50M | 0.54% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 104,836 | $8.56M | 0.26% | −25,890−19.8% | Reduced |
| Capital Analysts, LLC | 105,107 | $8.58M | 0.48% | +7,468+7.6% | Added |
| AQR Capital Management LLC | 105,227 | $8.59M | 0.02% | +13,334+14.5% | Added |
| JustInvest LLC | 105,852 | $8.64M | 0.26% | +3,556+3.5% | Added |
| Castleark Management LLC | 105,960 | $8.65M | 0.44% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 106,000 | $8.66M | 0.99% | +106,000 | New |
| Liontrust Investment Partners LLP | 106,000 | $8.66M | 0.14% | +6,000+6.0% | Added |
| BTC Capital Management, Inc. | 106,921 | $8.73M | 1.01% | +758+0.7% | Added |
| Capital Group Private Client Services, Inc. | 107,967 | $8.82M | 0.11% | −2,372−2.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 108,500 | $8.86M | 0.03% | −158,000−59.3% | Reduced |
| Westpac Banking Corp | 109,009 | $8.90M | 0.67% | +5,635+5.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 109,534 | $8.95M | 0.04% | +109,534 | New |
| Cornerstone Advisors, LLC | 110,800 | $9.05M | 0.42% | −59,300−34.9% | Reduced |
| Nomura Holdings Inc | 111,036 | $9.07M | 0.10% | +62,730+129.9% | Added |
| CWM, LLC | 112,619 | $9.20M | 0.06% | +11,519+11.4% | Added |
| Flputnam Investment Management Co | 113,363 | $9.26M | 0.26% | +4,844+4.5% | Added |
| British Columbia Investment Management Corp | 113,894 | $9.30M | 0.09% | +552+0.5% | Added |
| Fred Alger Management, LLC | 113,974 | $9.31M | 0.05% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 114,909 | $9.38M | 0.27% | −11,760−9.3% | Reduced |
| DuPont Capital Management Corp | 115,602 | $9.44M | 0.82% | +65,570+131.1% | Added |
| Daiwa Securities Group Inc. | 111,864 | $9.58M | 0.07% | +6,341+6.0% | Added |
| Edmond de Rothschild Holding S.A. | 117,543 | $9.60M | 0.20% | +19,355+19.7% | Added |
| Ethic Inc. | 117,602 | $9.60M | 0.34% | −4,578−3.7% | Reduced |
| Pathstone Family Office, LLC | 117,925 | $9.64M | 0.08% | +71,988+156.7% | Added |
| Grassi Investment Management | 121,025 | $9.88M | 1.14% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 123,791 | $10.1M | 1.11% | +39,347+46.6% | Added |
| Polar Capital Holdings Plc | 127,377 | $10.4M | 0.08% | −495−0.4% | Reduced |
| Wealthfront Advisers LLC | 129,891 | $10.6M | 0.05% | +3,082+2.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 130,932 | $10.7M | 0.17% | +3,854+3.0% | Added |
| Worldquant Millennium Advisors LLC | 132,024 | $10.8M | 0.17% | +128,460+3,604.4% | Added |
| Hancock Whitney Corp | 134,419 | $11.0M | 0.45% | +2,026+1.5% | Added |
| Payden & Rygel | 134,510 | $11.0M | 0.86% | −3,100−2.3% | Reduced |
| Payden & Rygel Investment Group | 134,510 | $11.0M | 0.86% | +134,510 | New |
| Citadel Advisors LLC | 135,550 | $11.1M | 0.01% | −147,156−52.1% | Reduced |
| FineMark National Bank & Trust | 136,297 | $11.1M | 0.48% | +490.0% | Added |
| Telos Capital Management, Inc. | 136,706 | $11.2M | 1.55% | +6,189+4.7% | Added |
| Wade G W & Inc | 137,221 | $11.2M | 0.42% | −1,167−0.8% | Reduced |
| ExodusPoint Capital Management, LP | 137,366 | $11.2M | 0.14% | +137,366 | New |
| Crestwood Advisors Group LLC | 138,946 | $11.3M | 0.30% | +944+0.7% | Added |
| Argent Trust Co | 139,516 | $11.4M | 0.62% | +3,050+2.2% | Added |
| Nissay Asset Management Corp | 140,666 | $11.5M | 0.10% | +4,753+3.5% | Added |
| Winslow Capital Management, LLC | 140,744 | $11.5M | 0.05% | +27,716+24.5% | Added |
| Oppenheimer & Co Inc | 142,064 | $11.6M | 0.24% | −28,799−16.9% | Reduced |
| Copeland Capital Management, LLC | 144,180 | $11.8M | 0.25% | −3,460−2.3% | Reduced |
| Man Group plc | – | $11.8M | 0.04% | – | – |
| Brown Advisory Inc | 146,688 | $12.0M | 0.02% | +22,136+17.8% | Added |
| Squarepoint Ops LLC | 146,756 | $12.0M | 0.06% | +67,070+84.2% | Added |
| Scotia Capital Inc. | 147,302 | $12.0M | 0.09% | +73,363+99.2% | Added |
| Core Alternative Capital | 147,353 | $12.0M | 1.86% | −11,836−7.4% | Reduced |
| Bessemer Group Inc | 148,159 | $12.1M | 0.03% | −2,143−1.4% | Reduced |
| Oak Harvest Investment Services | 149,140 | $12.2M | 2.58% | +48,552+48.3% | Added |
| Peapack Gladstone Financial Corp | 149,418 | $12.2M | 0.23% | +7,357+5.2% | Added |
| Wesbanco Bank Inc | 149,852 | $12.2M | 0.53% | +2,167+1.5% | Added |
| Wealth High Governance Capital Ltda | 150,000 | $12.3M | 4.26% | −100,000−40.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 150,939 | $12.3M | 0.27% | −314,342−67.6% | Reduced |
| Appleton Partners Inc | 151,795 | $12.4M | 1.10% | +4,189+2.8% | Added |
| Teewinot Capital Advisers, L.L.C. | 151,817 | $12.4M | 1.98% | +151,817 | New |
| Xponance, Inc. | 152,883 | $12.5M | 0.17% | +2,946+2.0% | Added |
| Pittenger & Anderson Inc | 156,024 | $12.7M | 0.64% | +2,925+1.9% | Added |
| NewEdge Wealth, LLC | 158,676 | $13.0M | 0.41% | +146,749+1,230.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 158,926 | $13.0M | 0.04% | +17,588+12.4% | Added |
| La Banque Postale Asset Management SA | 159,382 | $13.0M | 0.29% | +81,179+103.8% | Added |
| GW&K Investment Management, LLC | 159,708 | $13.0M | 0.13% | +159,279+37,128.0% | Added |
| Glenmede Trust Co NA | 159,976 | $13.1M | 0.07% | −12,104−7.0% | Reduced |
| Mercer Global Advisors Inc | 162,130 | $13.2M | 0.05% | +2,216+1.4% | Added |
| Captrust Financial Advisors | 167,277 | $13.7M | 0.05% | +12,415+8.0% | Added |
| Wolverine Asset Management LLC | 169,540 | $13.8M | 0.26% | +104,752+161.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 169,877 | $13.9M | 0.06% | +16,267+10.6% | Added |
| Creative Planning | 170,014 | $13.9M | 0.02% | +11,913+7.5% | Added |
| Bridgecreek Investment Management, LLC | 171,205 | $14.0M | 2.86% | −7,000−3.9% | Reduced |
| Nexus Investment Management ULC | 171,341 | $14.0M | 1.58% | +171,341 | New |
| Blair William & Co | 174,512 | $14.3M | 0.05% | +4,555+2.7% | Added |
| Achmea Investment Management B.V. | 174,550 | $14.3M | 0.31% | −31,038−15.1% | Reduced |
| Tredje AP-fonden | 175,080 | $14.3M | 0.21% | +490+0.3% | Added |
| Zurich Insurance Group Ltd | 175,371 | $14.3M | 0.15% | −205,524−54.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 175,675 | $14.3M | 0.58% | −2,450−1.4% | Reduced |
| Edgar Lomax Co | 176,600 | $14.4M | 0.98% | −2,915−1.6% | Reduced |
| Cullinan Associates Inc | 177,217 | $14.5M | 0.84% | +31,298+21.4% | Added |
| Credit Agricole S A | 179,480 | $14.7M | 0.45% | +29,490+19.7% | Added |
| Northwestern Mutual Wealth Management Co | 181,418 | $14.8M | 0.02% | −12,944−6.7% | Reduced |
| Bridger Management, LLC | 181,914 | $14.9M | 5.44% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 184,618 | $15.1M | 0.23% | +22,283+13.7% | Added |
| Twin Tree Management, LP | 184,874 | $15.1M | 0.51% | −1,198−0.6% | Reduced |
| Pacific Heights Asset Management LLC | 185,000 | $15.1M | 1.43% | −5,000−2.6% | Reduced |
| State of Alaska, Department of Revenue | 186,367 | $15.2M | 0.19% | −9,535−4.9% | Reduced |
| Edge Capital Group, LLC | 188,372 | $15.4M | 1.00% | +57,174+43.6% | Added |