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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| Eminence Capital, LP | 986,099 | $80.5M | 1.59% | −28,467−2.8% | Reduced |
| Swedbank AB | 986,009 | $80.5M | 0.15% | −5,867−0.6% | Reduced |
| Retirement Systems of Alabama | 963,986 | $78.7M | 0.37% | −7,584−0.8% | Reduced |
| Victory Capital Management Inc | 923,385 | $75.4M | 0.09% | −154,913−14.4% | Reduced |
| Brandywine Global Investment Management, LLC | 911,230 | $74.4M | 0.65% | −53,684−5.6% | Reduced |
| LPL Financial LLC | 909,480 | $74.3M | 0.05% | +41,529+4.8% | Added |
| CIBC Private Wealth Group, LLC | 867,060 | $70.8M | 0.17% | −78,855−8.3% | Reduced |
| Clearbridge Investments, LLC | 860,175 | $70.3M | 0.07% | +141,195+19.6% | Added |
| National Bank of Canada | 867,869 | $69.8M | 0.13% | +314,507+56.8% | Added |
| Aristotle Capital Management, LLC | 820,000 | $67.0M | 0.14% | 00.0% | Unchanged |
| RBF Capital, LLC | 810,432 | $66.2M | 4.37% | −70,000−8.0% | Reduced |
| US Bancorp | 757,938 | $61.9M | 0.10% | +27,996+3.8% | Added |
| Calamos Advisors LLC | 750,716 | $61.3M | 0.33% | −25,265−3.3% | Reduced |
| Pzena Investment Management LLC | 749,246 | $61.2M | 0.26% | −950−0.1% | Reduced |
| Storebrand Asset Management AS | 747,975 | $61.1M | 0.29% | −21,920−2.8% | Reduced |
| UniSuper Management Pty Ltd | 736,200 | $60.1M | 0.74% | −5,545−0.7% | Reduced |
| DnB Asset Management AS | 726,662 | $59.3M | 0.35% | −88,385−10.8% | Reduced |
| DekaBank Deutsche Girozentrale | 718,128 | $59.1M | 0.14% | +5,269+0.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 722,208 | $59.0M | 0.23% | −32,017−4.2% | Reduced |
| State of New Jersey Common Pension Fund D | 710,927 | $58.1M | 0.21% | −30,594−4.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 701,335 | $57.3M | 1.40% | −12,619−1.8% | Reduced |
| M&T Bank Corp | 699,201 | $57.1M | 0.23% | −35,536−4.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 687,775 | $56.2M | 0.14% | −24,841−3.5% | Reduced |
| CIBC World Markets Inc. | 682,541 | $55.7M | 0.20% | −1,584−0.2% | Reduced |
| State of Wisconsin Investment Board | 681,781 | $55.7M | 0.17% | −157,173−18.7% | Reduced |
| Thrivent Financial for Lutherans | 678,404 | $55.4M | 0.13% | −828−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 675,548 | $55.2M | 0.15% | −175,338−20.6% | Reduced |
| Factory Mutual Insurance Co | 670,050 | $54.7M | 0.76% | 00.0% | Unchanged |
| Mariner, LLC | 655,422 | $53.5M | 0.14% | +15,701+2.5% | Added |
| Pictet Asset Management Holding SA | 647,621 | $52.9M | 0.07% | +647,621 | New |
| HighTower Advisors, LLC | 669,705 | $52.7M | 0.10% | −89,412−11.8% | Reduced |
| Public Employees Retirement System of Ohio | 609,617 | $49.8M | 0.22% | −49,802−7.6% | Reduced |
| Canoe Financial LP | 443,651 | $49.2M | 1.38% | −235,429−34.7% | Reduced |
| KBC Group NV | 592,384 | $48.4M | 0.20% | −12,404−2.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 586,274 | $47.9M | 3.19% | +14,047+2.5% | Added |
| Umb Bank N A | 586,245 | $47.9M | 0.77% | −34,320−5.5% | Reduced |
| Royal London Asset Management Ltd | 582,875 | $47.6M | 0.15% | +37,889+7.0% | Added |
| SEI Investments Co | 580,827 | $47.4M | 0.09% | −26,087−4.3% | Reduced |
| Clark Capital Management Group, Inc. | 579,536 | $47.3M | 0.47% | +81,866+16.4% | Added |
| Aviva PLC | 577,996 | $47.2M | 0.20% | +19,111+3.4% | Added |
| Select Equity Group, L.P. | 565,262 | $46.2M | 0.19% | +565,262 | New |
| Employees Retirement System of Texas | 564,000 | $46.1M | 0.68% | 00.0% | Unchanged |
| AXA S.A. | 546,006 | $44.6M | 0.16% | +40,701+8.1% | Added |
| Teachers Retirement System of the State of Kentucky | 541,786 | $44.2M | 0.45% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 539,175 | $44.0M | 0.20% | +12,897+2.5% | Added |
| Rathbone Brothers plc | 537,996 | $43.9M | 0.32% | +39,348+7.9% | Added |
| Treasurer of the State of North Carolina | 534,424 | $43.6M | 0.24% | +4,760+0.9% | Added |
| Gateway Investment Advisers LLC | 530,869 | $43.4M | 0.54% | −25,749−4.6% | Reduced |
| Eisler Capital (UK) Ltd. | 530,788 | $43.3M | 1.90% | +491,681+1,257.3% | Added |
| CIBC World Markets Corp | 508,914 | $41.6M | 0.41% | +243,235+91.6% | Added |
| Intech Investment Management LLC | 502,067 | $41.0M | 0.60% | −525,217−51.1% | Reduced |
| Candriam Luxembourg S.C.A. | 499,812 | $40.8M | 0.33% | +38,814+8.4% | Added |
| Signature Estate & Investment Advisors LLC | 495,377 | $40.5M | 1.37% | +24,369+5.2% | Added |
| Lazard Freres Gestion S.A.S. | 510,441 | $40.1M | 1.27% | +1,510+0.3% | Added |
| STRS Ohio | 490,985 | $40.1M | 0.18% | −6,706−1.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 482,890 | $39.4M | 0.17% | −134,143−21.7% | Reduced |
| Nisa Investment Advisors, LLC | 478,347 | $39.1M | 0.30% | −42,737−8.2% | Reduced |
| Pinnacle Associates Ltd | 477,111 | $39.0M | 0.72% | +14,552+3.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 460,791 | $37.6M | 0.81% | −98,274−17.6% | Reduced |
| Epoch Investment Partners, Inc. | 449,675 | $36.7M | 0.23% | −23,699−5.0% | Reduced |
| TCW Group Inc | 449,613 | $36.7M | 0.46% | −96,220−17.6% | Reduced |
| Commonwealth Equity Services, LLC | 448,852 | $36.7M | 0.08% | +14,521+3.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 447,920 | $36.4M | 0.49% | +45,682+11.4% | Added |
| GWM Advisors LLC | 440,429 | $36.0M | 0.40% | −7,623−1.7% | Reduced |
| State of Tennessee, Treasury Department | 436,646 | $35.7M | 0.14% | −389,617−47.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 435,000 | $35.5M | 0.16% | +335,000+335.0% | Added |
| Rafferty Asset Management, LLC | 428,115 | $35.0M | 0.21% | +10,156+2.4% | Added |
| Todd Asset Management LLC | 420,146 | $34.3M | 0.82% | −599−0.1% | Reduced |
| Capital Advisors Inc | 411,802 | $33.6M | 0.88% | +406,845+8,207.5% | Added |
| Hosking Partners LLP | 408,186 | $33.3M | 1.48% | +68,463+20.2% | Added |
| AMF Pensionsforsakring AB | 401,475 | $32.8M | 0.32% | −337,634−45.7% | Reduced |
| Advisor Group Holdings, Inc. | 395,065 | $32.3M | 0.05% | +120,545+43.9% | Added |
| Conning Inc. | 393,350 | $32.1M | 1.17% | −5,796−1.5% | Reduced |
| American International Group, Inc. | 388,325 | $31.7M | 0.21% | −19,635−4.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 387,155 | $31.6M | 1.08% | +7,962+2.1% | Added |
| Allianz Asset Management GmbH | 386,304 | $31.5M | 0.06% | −3,321−0.9% | Reduced |
| Bank of Nova Scotia | 382,157 | $31.2M | 0.08% | −351,789−47.9% | Reduced |
| Fiduciary Trust Co | 376,241 | $30.7M | 0.56% | −798−0.2% | Reduced |
| Federated Hermes, Inc. | 369,487 | $30.2M | 0.08% | +313,403+558.8% | Added |
| Basswood Capital Management, L.L.C. | 369,259 | $30.2M | 2.29% | 00.0% | Unchanged |
| Agf Management Ltd | 362,638 | $29.6M | 0.21% | −551−0.2% | Reduced |
| Handelsbanken Fonder AB | 360,868 | $29.5M | 0.16% | +10,444+3.0% | Added |
| TD Waterhouse Canada Inc. | 322,402 | $29.3M | 0.31% | −15,135−4.5% | Reduced |
| Oppenheimer Asset Management Inc. | 355,496 | $29.0M | 0.45% | −5,028−1.4% | Reduced |
| Arizona State Retirement System | 354,547 | $29.0M | 0.25% | −3,982−1.1% | Reduced |
| Madison Asset Management, LLC | 353,420 | $28.9M | 0.42% | +22,824+6.9% | Added |
| State of Michigan Retirement System | 349,726 | $28.6M | 0.18% | −8,500−2.4% | Reduced |
| Janney Montgomery Scott LLC | 346,111 | $28.3M | 0.11% | +17,378+5.3% | Added |
| Atalanta Sosnoff Capital, LLC | 345,841 | $28.2M | 0.84% | −8,562−2.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 345,098 | $28.2M | 0.05% | −2,822−0.8% | Reduced |
| Nomura Asset Management Co Ltd | 342,449 | $28.0M | 0.13% | +3,535+1.0% | Added |
| Comerica Bank | 335,587 | $27.4M | 0.14% | +174,298+108.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 333,745 | $27.3M | 1.99% | −2,050−0.6% | Reduced |
| Kettle Hill Capital Management, LLC | 333,678 | $27.3M | 6.07% | +83,732+33.5% | Added |
| HRT Financial LP | 331,539 | $27.1M | 0.27% | +331,539 | New |
| Gradient Investments LLC | 320,399 | $26.2M | 0.69% | +8,358+2.7% | Added |
| Adams Diversified Equity Fund, Inc. | 319,869 | $26.1M | 1.12% | +58,000+22.1% | Added |
| Amalgamated Bank | 315,061 | $25.7M | 0.22% | −6,852−2.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 314,147 | $25.7M | 0.13% | +238,791+316.9% | Added |
| MetLife Investment Management | 314,124 | $25.7M | 0.20% | −14,537−4.4% | Reduced |