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
- 1,670
- +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
- 672 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 |
|---|---|---|---|---|---|
| Todd Asset Management LLC | 420,146 | $34.3M | 0.82% | −599−0.1% | Reduced |
| Rafferty Asset Management, LLC | 428,115 | $35.0M | 0.21% | +10,156+2.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 435,000 | $35.5M | 0.16% | +335,000+335.0% | Added |
| State of Tennessee, Treasury Department | 436,646 | $35.7M | 0.14% | −389,617−47.2% | Reduced |
| GWM Advisors LLC | 440,429 | $36.0M | 0.40% | −7,623−1.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 447,920 | $36.4M | 0.49% | +45,682+11.4% | Added |
| Commonwealth Equity Services, LLC | 448,852 | $36.7M | 0.08% | +14,521+3.3% | Added |
| TCW Group Inc | 449,613 | $36.7M | 0.46% | −96,220−17.6% | Reduced |
| Epoch Investment Partners, Inc. | 449,675 | $36.7M | 0.23% | −23,699−5.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 460,791 | $37.6M | 0.81% | −98,274−17.6% | Reduced |
| Pinnacle Associates Ltd | 477,111 | $39.0M | 0.72% | +14,552+3.1% | Added |
| Nisa Investment Advisors, LLC | 478,347 | $39.1M | 0.30% | −42,737−8.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 482,890 | $39.4M | 0.17% | −134,143−21.7% | Reduced |
| STRS Ohio | 490,985 | $40.1M | 0.18% | −6,706−1.3% | Reduced |
| Lazard Freres Gestion S.A.S. | 510,441 | $40.1M | 1.27% | +1,510+0.3% | Added |
| Signature Estate & Investment Advisors LLC | 495,377 | $40.5M | 1.37% | +24,369+5.2% | Added |
| Candriam Luxembourg S.C.A. | 499,812 | $40.8M | 0.33% | +38,814+8.4% | Added |
| Intech Investment Management LLC | 502,067 | $41.0M | 0.60% | −525,217−51.1% | Reduced |
| CIBC World Markets Corp | 508,914 | $41.6M | 0.41% | +243,235+91.6% | Added |
| Eisler Capital (UK) Ltd. | 530,788 | $43.3M | 1.90% | +491,681+1,257.3% | Added |
| Gateway Investment Advisers LLC | 530,869 | $43.4M | 0.54% | −25,749−4.6% | Reduced |
| Treasurer of the State of North Carolina | 534,424 | $43.6M | 0.24% | +4,760+0.9% | Added |
| Rathbone Brothers plc | 537,996 | $43.9M | 0.32% | +39,348+7.9% | Added |
| Asset Management One Co.,Ltd. | 539,175 | $44.0M | 0.20% | +12,897+2.5% | Added |
| Teachers Retirement System of the State of Kentucky | 541,786 | $44.2M | 0.45% | 00.0% | Unchanged |
| AXA S.A. | 546,006 | $44.6M | 0.16% | +40,701+8.1% | Added |
| Employees Retirement System of Texas | 564,000 | $46.1M | 0.68% | 00.0% | Unchanged |
| Select Equity Group, L.P. | 565,262 | $46.2M | 0.19% | +565,262 | New |
| Aviva PLC | 577,996 | $47.2M | 0.20% | +19,111+3.4% | Added |
| Clark Capital Management Group, Inc. | 579,536 | $47.3M | 0.47% | +81,866+16.4% | Added |
| SEI Investments Co | 580,827 | $47.4M | 0.09% | −26,087−4.3% | Reduced |
| Royal London Asset Management Ltd | 582,875 | $47.6M | 0.15% | +37,889+7.0% | Added |
| Umb Bank N A | 586,245 | $47.9M | 0.77% | −34,320−5.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 586,274 | $47.9M | 3.19% | +14,047+2.5% | Added |
| KBC Group NV | 592,384 | $48.4M | 0.20% | −12,404−2.1% | Reduced |
| Canoe Financial LP | 443,651 | $49.2M | 1.38% | −235,429−34.7% | Reduced |
| Public Employees Retirement System of Ohio | 609,617 | $49.8M | 0.22% | −49,802−7.6% | Reduced |
| HighTower Advisors, LLC | 669,705 | $52.7M | 0.10% | −89,412−11.8% | Reduced |
| Pictet Asset Management Holding SA | 647,621 | $52.9M | 0.07% | +647,621 | New |
| Mariner, LLC | 655,422 | $53.5M | 0.14% | +15,701+2.5% | Added |
| Factory Mutual Insurance Co | 670,050 | $54.7M | 0.76% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 675,548 | $55.2M | 0.15% | −175,338−20.6% | Reduced |
| Thrivent Financial for Lutherans | 678,404 | $55.4M | 0.13% | −828−0.1% | Reduced |
| State of Wisconsin Investment Board | 681,781 | $55.7M | 0.17% | −157,173−18.7% | Reduced |
| CIBC World Markets Inc. | 682,541 | $55.7M | 0.20% | −1,584−0.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 687,775 | $56.2M | 0.14% | −24,841−3.5% | Reduced |
| M&T Bank Corp | 699,201 | $57.1M | 0.23% | −35,536−4.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 701,335 | $57.3M | 1.40% | −12,619−1.8% | Reduced |
| State of New Jersey Common Pension Fund D | 710,927 | $58.1M | 0.21% | −30,594−4.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 722,208 | $59.0M | 0.23% | −32,017−4.2% | Reduced |
| DekaBank Deutsche Girozentrale | 718,128 | $59.1M | 0.14% | +5,269+0.7% | Added |
| DnB Asset Management AS | 726,662 | $59.3M | 0.35% | −88,385−10.8% | Reduced |
| UniSuper Management Pty Ltd | 736,200 | $60.1M | 0.74% | −5,545−0.7% | Reduced |
| Storebrand Asset Management AS | 747,975 | $61.1M | 0.29% | −21,920−2.8% | Reduced |
| Pzena Investment Management LLC | 749,246 | $61.2M | 0.26% | −950−0.1% | Reduced |
| Calamos Advisors LLC | 750,716 | $61.3M | 0.33% | −25,265−3.3% | Reduced |
| US Bancorp | 757,938 | $61.9M | 0.10% | +27,996+3.8% | Added |
| RBF Capital, LLC | 810,432 | $66.2M | 4.37% | −70,000−8.0% | Reduced |
| Aristotle Capital Management, LLC | 820,000 | $67.0M | 0.14% | 00.0% | Unchanged |
| National Bank of Canada | 867,869 | $69.8M | 0.13% | +314,507+56.8% | Added |
| Clearbridge Investments, LLC | 860,175 | $70.3M | 0.07% | +141,195+19.6% | Added |
| CIBC Private Wealth Group, LLC | 867,060 | $70.8M | 0.17% | −78,855−8.3% | Reduced |
| LPL Financial LLC | 909,480 | $74.3M | 0.05% | +41,529+4.8% | Added |
| Brandywine Global Investment Management, LLC | 911,230 | $74.4M | 0.65% | −53,684−5.6% | Reduced |
| Victory Capital Management Inc | 923,385 | $75.4M | 0.09% | −154,913−14.4% | Reduced |
| Retirement Systems of Alabama | 963,986 | $78.7M | 0.37% | −7,584−0.8% | Reduced |
| Swedbank AB | 986,009 | $80.5M | 0.15% | −5,867−0.6% | Reduced |
| Eminence Capital, LP | 986,099 | $80.5M | 1.59% | −28,467−2.8% | Reduced |
| Commerce Bank | 1,004,722 | $82.1M | 0.65% | −16,912−1.7% | Reduced |
| BNP Paribas Arbitrage, SA | 1,030,369 | $84.2M | 0.19% | +189,938+22.6% | Added |
| Artisan Partners Limited Partnership | 1,035,385 | $84.6M | 0.14% | +2,319+0.2% | Added |
| Voya Investment Management LLC | 1,045,241 | $85.2M | 0.09% | +121,017+13.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,048,199 | $85.6M | 0.28% | +1,044,675+29,644.6% | Added |
| Douglas Lane & Associates, LLC | 1,048,635 | $85.6M | 1.44% | −4,465−0.4% | Reduced |
| Truist Financial Corp | 1,095,689 | $89.5M | 0.15% | +56,757+5.5% | Added |
| Korea Investment CORP | 1,099,226 | $89.8M | 0.26% | −30,298−2.7% | Reduced |
| Standard Life Aberdeen plc | 1,109,947 | $90.6M | 0.23% | +52,847+5.0% | Added |
| Natixis Advisors, L.P. | 1,119,507 | $91.4M | 0.28% | −39,031−3.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,141,132 | $93.2M | 0.19% | +69,230+6.5% | Added |
| Great West Life Assurance Co | 1,162,642 | $95.0M | 0.23% | −20,119−1.7% | Reduced |
| Capital Fund Management S.A. | 1,205,087 | $98.4M | 1.32% | +997,658+481.0% | Added |
| Russell Investments Group, Ltd. | 1,205,489 | $98.5M | 0.20% | +171,412+16.6% | Added |
| Qube Research & Technologies Ltd | 1,207,274 | $98.6M | 0.29% | +26,623+2.3% | Added |
| Evercore Wealth Management, LLC | 1,225,793 | $100.1M | 1.87% | −68,742−5.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,268,634 | $103.6M | 0.23% | −29,400−2.3% | Reduced |
| State Board of Administration of Florida Retirement System | 1,277,859 | $104.4M | 0.25% | −56,511−4.2% | Reduced |
| Susquehanna International Group, LLP | 1,304,793 | $106.6M | 0.17% | −605,633−31.7% | Reduced |
| Hamlin Capital Management, LLC | 1,327,091 | $108.4M | 3.73% | +430,156+48.0% | Added |
| Stifel Financial Corp | 1,347,363 | $110.0M | 0.15% | +57,471+4.5% | Added |
| New York State Teachers Retirement System | 1,367,962 | $111.7M | 0.27% | −70,456−4.9% | Reduced |
| Toronto Dominion Bank | 1,374,593 | $112.3M | 0.19% | −342,833−20.0% | Reduced |
| Prudential Financial Inc | 1,401,928 | $114.5M | 0.18% | +58,214+4.3% | Added |
| LSV Asset Management | 1,425,499 | $116.4M | 0.27% | −1,139,528−44.4% | Reduced |
| Millennium Management LLC | 1,456,858 | $119.0M | 0.12% | +1,127,673+342.6% | Added |
| Fayez Sarofim & Co | 1,457,744 | $119.1M | 0.40% | −399,906−21.5% | Reduced |
| American Century Companies Inc | 1,491,892 | $121.8M | 0.09% | −90,673−5.7% | Reduced |
| Ensign Peak Advisors, Inc | 1,588,515 | $129.7M | 0.28% | +68,275+4.5% | Added |
| Neuberger Berman Group LLC | 1,588,720 | $129.8M | 0.12% | +14,059+0.9% | Added |
| FIL Ltd | 1,679,416 | $137.2M | 0.16% | −505,906−23.2% | Reduced |
| Raymond James & Associates | 1,684,411 | $137.6M | 0.12% | +118,276+7.6% | Added |