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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 1,720,999 | $140.6M | 0.18% | +39,719+2.4% | Added |
| Focused Investors LLC | 1,810,850 | $147.9M | 5.26% | −21,400−1.2% | Reduced |
| Envestnet Asset Management Inc | 1,842,060 | $150.4M | 0.07% | +390,406+26.9% | Added |
| Fifth Third Bancorp | 1,846,303 | $150.8M | 0.70% | +48,382+2.7% | Added |
| D. E. Shaw & Co., Inc. | 1,905,610 | $155.6M | 0.26% | +1,649,327+643.6% | Added |
| Arrowstreet Capital, Limited Partnership | 1,908,440 | $155.9M | 0.19% | +843,260+79.2% | Added |
| Nordea Investment Management AB | 1,930,238 | $158.8M | 0.22% | −490,060−20.2% | Reduced |
| California State Teachers Retirement System | 1,978,264 | $161.6M | 0.25% | −86,107−4.2% | Reduced |
| National Pension Service | 1,981,452 | $162.8M | 0.26% | +36,081+1.9% | Added |
| First Trust Advisors LP | 1,998,671 | $163.2M | 0.19% | +13,875+0.7% | Added |
| CI Private Wealth, LLC | 2,028,777 | $165.7M | 0.38% | −18,426−0.9% | Reduced |
| Citigroup Inc | 2,077,912 | $169.7M | 0.24% | −17,551−0.8% | Reduced |
| New York State Common Retirement Fund | 2,089,370 | $170.6M | 0.25% | −137,986−6.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,250,667 | $183.8M | 0.16% | −6,518−0.3% | Reduced |
| Primecap Management Co | 2,543,213 | $207.7M | 0.18% | −76,030−2.9% | Reduced |
| Jane Street Group, LLC | 2,544,264 | $207.8M | 0.32% | +133,125+5.5% | Added |
| Rhumbline Advisers | 2,556,762 | $208.8M | 0.24% | −8,996−0.4% | Reduced |
| First Republic Investment Management, Inc. | 2,737,798 | $223.6M | 0.64% | +2,737,798 | New |
| Deutsche Bank AG | 2,847,975 | $232.6M | 0.15% | −431,290−13.2% | Reduced |
| Cullen Capital Management LLC | 2,893,433 | $236.3M | 2.76% | −61,173−2.1% | Reduced |
| Credit Suisse AG | 2,917,877 | $238.3M | 0.25% | +3,516+0.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,007,239 | $245.6M | 0.20% | −52,800−1.7% | Reduced |
| Alliancebernstein L.P. | 3,064,643 | $250.3M | 0.11% | −146,717−4.6% | Reduced |
| Canada Pension Plan Investment Board | 3,099,255 | $253.1M | 0.37% | −217,341−6.6% | Reduced |
| Lord, Abbett & Co. LLC | 3,116,025 | $254.5M | 0.95% | −7,114−0.2% | Reduced |
| TD Asset Management Inc | 3,136,196 | $256.1M | 0.31% | +349,000+12.5% | Added |
| HSBC Holdings PLC | 3,456,607 | $281.9M | 0.31% | +196,364+6.0% | Added |
| Schroder Investment Management Group | 3,507,849 | $286.5M | 0.43% | +144,114+4.3% | Added |
| California Public Employees Retirement System | 4,015,294 | $327.9M | 0.28% | +1,393,065+53.1% | Added |
| Barclays PLC | 4,054,559 | $331.1M | 0.22% | +448,000+12.4% | Added |
| Amundi | 4,613,527 | $364.2M | 0.18% | +858,213+22.9% | Added |
| Wells Fargo & Company | 4,924,579 | $402.2M | 0.13% | +96,751+2.0% | Added |
| Principal Financial Group Inc | 5,152,379 | $420.8M | 0.30% | −138,047−2.6% | Reduced |
| Morgan Stanley | 5,823,481 | $475.6M | 0.05% | +74,499+1.3% | Added |
| Boston Partners | 5,899,130 | $477.8M | 0.66% | +5,899,130 | New |
| UBS Asset Management Americas Inc | 5,914,040 | $483.0M | 0.22% | −16,778−0.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,980,093 | $488.4M | 0.72% | +5,905,679+7,936.2% | Added |
| Invesco Ltd. | 6,672,135 | $544.9M | 0.15% | +766,530+13.0% | Added |
| Janus Henderson Group PLC | 7,022,129 | $573.5M | 0.38% | −312,776−4.3% | Reduced |
| Bank of Montreal | 6,571,558 | $582.2M | 0.34% | +158,265+2.5% | Added |
| Capital World Investors | 7,175,172 | $586.0M | 0.12% | −15,809,297−68.8% | Reduced |
| UBS Group AG | 7,551,730 | $616.7M | 0.28% | +377,831+5.3% | Added |
| Nuveen Asset Management, LLC | 7,788,696 | $636.1M | 0.22% | −56,240−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 8,082,128 | $660.1M | 0.38% | +483,859+6.4% | Added |
| Charles Schwab Investment Management Inc | 8,437,777 | $683.6M | 0.20% | −19,622−0.2% | Reduced |
| Legal & General Group Plc | 8,464,847 | $691.3M | 0.24% | −373,726−4.2% | Reduced |
| Dimensional Fund Advisors LP | 9,192,232 | $750.8M | 0.25% | −560,887−5.8% | Reduced |
| Norges Bank | 10,021,961 | $818.5M | 0.17% | −498,474−4.7% | Reduced |
| Franklin Resources Inc | 11,533,381 | $941.9M | 0.48% | +346,006+3.1% | Added |
| Goldman Sachs Group Inc | 12,431,951 | $1.02B | 0.26% | +1,302,699+11.7% | Added |
| Northern Trust Corp | 13,107,965 | $1.07B | 0.21% | +277,909+2.2% | Added |
| Bank of New York Mellon Corp | 13,159,271 | $1.07B | 0.24% | +415,531+3.3% | Added |
| Royal Bank of Canada | 15,222,502 | $1.24B | 0.36% | −652,176−4.1% | Reduced |
| Ameriprise Financial Inc | 16,994,546 | $1.39B | 0.46% | −916,833−5.1% | Reduced |
| Massachusetts Financial Services Co | 19,622,118 | $1.60B | 0.56% | −697,756−3.4% | Reduced |
| Fisher Asset Management, LLC | 19,733,279 | $1.61B | 0.91% | −182,649−0.9% | Reduced |
| Price T Rowe Associates Inc | 21,257,070 | $1.74B | 0.25% | −1,941,466−8.4% | Reduced |
| Capital International Investors | 22,633,897 | $1.85B | 0.47% | −1,829,546−7.5% | Reduced |
| FMR LLC | 23,474,452 | $1.92B | 0.17% | +4,098,577+21.2% | Added |
| Capital Research Global Investors | 23,488,751 | $1.92B | 0.53% | −4,584,264−16.3% | Reduced |
| Bank of America Corp | 23,499,615 | $1.92B | 0.24% | −175,354−0.7% | Reduced |
| Geode Capital Management, LLC | 23,620,478 | $1.92B | 0.23% | −5,5380.0% | Reduced |
| Wellington Management Group LLP | 32,819,616 | $2.68B | 0.54% | −3,443,650−9.5% | Reduced |
| JPMorgan Chase & Co | 52,713,950 | $4.31B | 0.50% | +2,902,571+5.8% | Added |
| BlackRock Inc. | 87,625,023 | $7.16B | 0.21% | −3,010,570−3.3% | Reduced |
| Vanguard Group Inc | 109,646,393 | $8.95B | 0.22% | −1,207,713−1.1% | Reduced |
| State Street Corp | 111,790,911 | $9.13B | 0.51% | −2,733,607−2.4% | Reduced |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $30.8B | 100.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 248 | – | – | +150+153.1% | Added |
| Quilter Plc | 8,055 | – | – | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −2,994−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −736,247−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −274,842−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −211,150−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −187,691−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −181,556−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −72,511−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −63,119−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −47,900−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −46,660−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −41,654−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −41,301−100.0% | Sold out |
| Carroll Investors, Inc | 0 | $0 | 0.00% | −40,570−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −38,779−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −27,866−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −23,418−100.0% | Sold out |
| Opus Investment Management Inc | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −20,794−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −16,109−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −14,610−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −14,555−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −14,443−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −11,678−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −9,574−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,731−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,488−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,334−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,780−100.0% | Sold out |