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 |
|---|---|---|---|---|---|
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $15.4M | 0.20% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 188,618 | $15.4M | 0.13% | +9,034+5.0% | Added |
| O'Shaughnessy Asset Management, LLC | 190,980 | $15.6M | 0.23% | −598−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 191,341 | $15.6M | 0.08% | −9,394−4.7% | Reduced |
| Eagle Capital Management LLC | 191,959 | $15.7M | 0.07% | −895,491−82.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 193,633 | $15.8M | 0.21% | −20,700−9.7% | Reduced |
| Yousif Capital Management, LLC | 194,275 | $15.9M | 0.20% | −10,010−4.9% | Reduced |
| Abner Herrman & Brock LLC | 195,735 | $16.0M | 2.45% | +823+0.4% | Added |
| MAI Capital Management | 197,232 | $16.1M | 0.24% | +3,218+1.7% | Added |
| Assetmark, Inc | 199,711 | $16.3M | 0.07% | +20,460+11.4% | Added |
| LVM Capital Management Ltd | 201,705 | $16.5M | 2.32% | −1,055−0.5% | Reduced |
| Diamond Hill Capital Management Inc | 202,252 | $16.5M | 0.08% | 00.0% | Unchanged |
| Camden Capital, LLC | 202,396 | $16.5M | 1.96% | −49,474−19.6% | Reduced |
| Annex Advisory Services, LLC | 203,418 | $16.6M | 1.01% | +97,420+91.9% | Added |
| Mutual of America Capital Management LLC | 204,067 | $16.7M | 0.21% | −9,740−4.6% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 204,493 | $16.7M | 3.60% | 00.0% | Unchanged |
| MML Investors Services, LLC | 205,772 | $16.8M | 0.09% | +23,901+13.1% | Added |
| Grand Jean Capital Management Inc | 197,855 | $16.8M | 5.23% | 00.0% | Unchanged |
| Utah Retirement Systems | 206,868 | $16.9M | 0.24% | +500+0.2% | Added |
| Boston Common Asset Management, LLC | 207,029 | $16.9M | 0.40% | −4,327−2.0% | Reduced |
| Connors Investor Services Inc | 208,227 | $17.0M | 2.09% | +36,954+21.6% | Added |
| Putnam Investments LLC | 209,076 | $17.1M | 0.03% | +6,165+3.0% | Added |
| Tiaa Trust, National Association | 209,102 | $17.1M | 0.06% | +209,102 | New |
| Cerity Partners LLC | 210,426 | $17.2M | 0.08% | −4,408−2.1% | Reduced |
| Chartwell Investment Partners, LLC | 213,054 | $17.4M | 0.67% | −897−0.4% | Reduced |
| CIBC Asset Management Inc | 214,808 | $17.5M | 0.07% | −6,923−3.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 217,951 | $17.8M | 1.63% | +83,000+61.5% | Added |
| Bailard, Inc. | 218,410 | $17.8M | 0.59% | −6,115−2.7% | Reduced |
| Crossmark Global Holdings, Inc. | 225,106 | $18.0M | 0.41% | +9,466+4.4% | Added |
| Earnest Partners LLC | 221,049 | $18.1M | 0.10% | −5,978−2.6% | Reduced |
| Braun Stacey Associates Inc | 221,254 | $18.1M | 0.88% | +20,702+10.3% | Added |
| Rockefeller Capital Management L.P. | 221,755 | $18.1M | 0.07% | −23,554−9.6% | Reduced |
| USS Investment Management Ltd | 222,811 | $18.2M | 0.20% | +4,270+2.0% | Added |
| Czech National Bank | 222,995 | $18.2M | 0.29% | +68,782+44.6% | Added |
| Gamco Investors, Inc. Et Al | 223,270 | $18.2M | 0.21% | −5,612−2.5% | Reduced |
| New York Life Investment Management LLC | 225,301 | $18.4M | 0.20% | −8,731−3.7% | Reduced |
| LGT Capital Partners Ltd. | 231,257 | $18.9M | 0.68% | −3,570−1.5% | Reduced |
| RMB Capital Management, LLC | 234,047 | $19.1M | 0.65% | +9,831+4.4% | Added |
| Beacon Investment Advisory Services, Inc. | 234,120 | $19.1M | 0.94% | −1,336−0.6% | Reduced |
| Hallmark Capital Management Inc | 240,790 | $19.7M | 1.64% | +42,979+21.7% | Added |
| Argent Capital Management LLC | 240,875 | $19.7M | 0.70% | −24,460−9.2% | Reduced |
| QRG Capital Management, Inc. | 246,049 | $20.1M | 0.35% | +246,049 | New |
| Maple Capital Management, Inc. | 247,632 | $20.2M | 2.31% | +901+0.4% | Added |
| Baird Financial Group, Inc. | 249,170 | $20.3M | 0.06% | +57,292+29.9% | Added |
| Erste Asset Management GmbH | 250,111 | $20.5M | 0.35% | +119,074+90.9% | Added |
| Harvest Portfolios Group Inc. | 254,119 | $20.8M | 0.98% | +5,309+2.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 256,535 | $21.0M | 0.17% | +29,342+12.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 257,874 | $21.1M | 0.05% | −36,912−12.5% | Reduced |
| Heritage Investors Management Corp | 257,965 | $21.1M | 0.88% | +2,359+0.9% | Added |
| IFM Investors Pty Ltd | 258,207 | $21.1M | 0.28% | +7,488+3.0% | Added |
| Forsta Ap-Fonden | 258,863 | $21.1M | 0.24% | −1,400−0.5% | Reduced |
| Gabelli Funds LLC | 258,951 | $21.1M | 0.17% | +525+0.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 262,309 | $21.4M | 0.14% | +14,886+6.0% | Added |
| Bollard Group LLC | 264,656 | $21.6M | 0.80% | −9,212−3.4% | Reduced |
| Mackenzie Financial Corp | 277,466 | $21.6M | 0.04% | −12,056−4.2% | Reduced |
| Blue Chip Partners, Inc. | 267,646 | $21.9M | 2.60% | +2,489+0.9% | Added |
| Mizuho Markets Americas LLC | 269,470 | $22.0M | 0.82% | +269,470 | New |
| Matrix Asset Advisors Inc | 272,057 | $22.2M | 3.17% | +1,343+0.5% | Added |
| Keybank National Association | 272,188 | $22.2M | 0.11% | −5,015−1.8% | Reduced |
| NFJ Investment Group, LLC | 277,794 | $22.7M | 0.66% | −117,959−29.8% | Reduced |
| ProShare Advisors LLC | 280,967 | $22.9M | 0.07% | −12,711−4.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 284,401 | $23.2M | 1.99% | +174+0.1% | Added |
| Teacher Retirement System of Texas | 287,460 | $23.5M | 0.16% | +41,876+17.1% | Added |
| Meitav Dash Investments Ltd | 285,544 | $23.6M | 0.38% | −184,856−39.3% | Reduced |
| Ofi Invest Asset Management | 309,169 | $23.8M | 0.86% | −383−0.1% | Reduced |
| Public Sector Pension Investment Board | 292,480 | $23.9M | 0.18% | +12,127+4.3% | Added |
| Texas Permanent School Fund | 292,693 | $23.9M | 0.23% | −11,818−3.9% | Reduced |
| Vontobel Holding Ltd. | 307,248 | $25.1M | 0.23% | −8,662−2.7% | Reduced |
| Chilton Capital Management LLC | 309,661 | $25.3M | 1.42% | +261+0.1% | Added |
| MetLife Investment Management | 314,124 | $25.7M | 0.20% | −14,537−4.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 314,147 | $25.7M | 0.13% | +238,791+316.9% | Added |
| Amalgamated Bank | 315,061 | $25.7M | 0.22% | −6,852−2.1% | Reduced |
| Adams Diversified Equity Fund, Inc. | 319,869 | $26.1M | 1.12% | +58,000+22.1% | Added |
| Gradient Investments LLC | 320,399 | $26.2M | 0.69% | +8,358+2.7% | Added |
| HRT Financial LP | 331,539 | $27.1M | 0.27% | +331,539 | New |
| Kettle Hill Capital Management, LLC | 333,678 | $27.3M | 6.07% | +83,732+33.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 333,745 | $27.3M | 1.99% | −2,050−0.6% | Reduced |
| Comerica Bank | 335,587 | $27.4M | 0.14% | +174,298+108.1% | Added |
| Nomura Asset Management Co Ltd | 342,449 | $28.0M | 0.13% | +3,535+1.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 345,098 | $28.2M | 0.05% | −2,822−0.8% | Reduced |
| Atalanta Sosnoff Capital, LLC | 345,841 | $28.2M | 0.84% | −8,562−2.4% | Reduced |
| Janney Montgomery Scott LLC | 346,111 | $28.3M | 0.11% | +17,378+5.3% | Added |
| State of Michigan Retirement System | 349,726 | $28.6M | 0.18% | −8,500−2.4% | Reduced |
| Madison Asset Management, LLC | 353,420 | $28.9M | 0.42% | +22,824+6.9% | Added |
| Arizona State Retirement System | 354,547 | $29.0M | 0.25% | −3,982−1.1% | Reduced |
| Oppenheimer Asset Management Inc. | 355,496 | $29.0M | 0.45% | −5,028−1.4% | Reduced |
| TD Waterhouse Canada Inc. | 322,402 | $29.3M | 0.31% | −15,135−4.5% | Reduced |
| Handelsbanken Fonder AB | 360,868 | $29.5M | 0.16% | +10,444+3.0% | Added |
| Agf Management Ltd | 362,638 | $29.6M | 0.21% | −551−0.2% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $30.2M | 2.29% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 369,487 | $30.2M | 0.08% | +313,403+558.8% | Added |
| Fiduciary Trust Co | 376,241 | $30.7M | 0.56% | −798−0.2% | Reduced |
| Bank of Nova Scotia | 382,157 | $31.2M | 0.08% | −351,789−47.9% | Reduced |
| Allianz Asset Management GmbH | 386,304 | $31.5M | 0.06% | −3,321−0.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 387,155 | $31.6M | 1.08% | +7,962+2.1% | Added |
| American International Group, Inc. | 388,325 | $31.7M | 0.21% | −19,635−4.8% | Reduced |
| Conning Inc. | 393,350 | $32.1M | 1.17% | −5,796−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 395,065 | $32.3M | 0.05% | +120,545+43.9% | Added |
| AMF Pensionsforsakring AB | 401,475 | $32.8M | 0.32% | −337,634−45.7% | Reduced |
| Hosking Partners LLP | 408,186 | $33.3M | 1.48% | +68,463+20.2% | Added |