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 |
|---|---|---|---|---|---|
| Chilton Capital Management LLC | 309,661 | $25.3M | 1.42% | +261+0.1% | Added |
| Vontobel Holding Ltd. | 307,248 | $25.1M | 0.23% | −8,662−2.7% | Reduced |
| Texas Permanent School Fund | 292,693 | $23.9M | 0.23% | −11,818−3.9% | Reduced |
| Public Sector Pension Investment Board | 292,480 | $23.9M | 0.18% | +12,127+4.3% | Added |
| Ofi Invest Asset Management | 309,169 | $23.8M | 0.86% | −383−0.1% | Reduced |
| Meitav Dash Investments Ltd | 285,544 | $23.6M | 0.38% | −184,856−39.3% | Reduced |
| Teacher Retirement System of Texas | 287,460 | $23.5M | 0.16% | +41,876+17.1% | Added |
| Moody Lynn & Lieberson, LLC | 284,401 | $23.2M | 1.99% | +174+0.1% | Added |
| ProShare Advisors LLC | 280,967 | $22.9M | 0.07% | −12,711−4.3% | Reduced |
| NFJ Investment Group, LLC | 277,794 | $22.7M | 0.66% | −117,959−29.8% | Reduced |
| Keybank National Association | 272,188 | $22.2M | 0.11% | −5,015−1.8% | Reduced |
| Matrix Asset Advisors Inc | 272,057 | $22.2M | 3.17% | +1,343+0.5% | Added |
| Mizuho Markets Americas LLC | 269,470 | $22.0M | 0.82% | +269,470 | New |
| Blue Chip Partners, Inc. | 267,646 | $21.9M | 2.60% | +2,489+0.9% | Added |
| Mackenzie Financial Corp | 277,466 | $21.6M | 0.04% | −12,056−4.2% | Reduced |
| Bollard Group LLC | 264,656 | $21.6M | 0.80% | −9,212−3.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 262,309 | $21.4M | 0.14% | +14,886+6.0% | Added |
| Gabelli Funds LLC | 258,951 | $21.1M | 0.17% | +525+0.2% | Added |
| Forsta Ap-Fonden | 258,863 | $21.1M | 0.24% | −1,400−0.5% | Reduced |
| IFM Investors Pty Ltd | 258,207 | $21.1M | 0.28% | +7,488+3.0% | Added |
| Heritage Investors Management Corp | 257,965 | $21.1M | 0.88% | +2,359+0.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 257,874 | $21.1M | 0.05% | −36,912−12.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 256,535 | $21.0M | 0.17% | +29,342+12.9% | Added |
| Harvest Portfolios Group Inc. | 254,119 | $20.8M | 0.98% | +5,309+2.1% | Added |
| Erste Asset Management GmbH | 250,111 | $20.5M | 0.35% | +119,074+90.9% | Added |
| Baird Financial Group, Inc. | 249,170 | $20.3M | 0.06% | +57,292+29.9% | Added |
| Maple Capital Management, Inc. | 247,632 | $20.2M | 2.31% | +901+0.4% | Added |
| QRG Capital Management, Inc. | 246,049 | $20.1M | 0.35% | +246,049 | New |
| Argent Capital Management LLC | 240,875 | $19.7M | 0.70% | −24,460−9.2% | Reduced |
| Hallmark Capital Management Inc | 240,790 | $19.7M | 1.64% | +42,979+21.7% | Added |
| Beacon Investment Advisory Services, Inc. | 234,120 | $19.1M | 0.94% | −1,336−0.6% | Reduced |
| RMB Capital Management, LLC | 234,047 | $19.1M | 0.65% | +9,831+4.4% | Added |
| LGT Capital Partners Ltd. | 231,257 | $18.9M | 0.68% | −3,570−1.5% | Reduced |
| New York Life Investment Management LLC | 225,301 | $18.4M | 0.20% | −8,731−3.7% | Reduced |
| Gamco Investors, Inc. Et Al | 223,270 | $18.2M | 0.21% | −5,612−2.5% | Reduced |
| Czech National Bank | 222,995 | $18.2M | 0.29% | +68,782+44.6% | Added |
| USS Investment Management Ltd | 222,811 | $18.2M | 0.20% | +4,270+2.0% | Added |
| Rockefeller Capital Management L.P. | 221,755 | $18.1M | 0.07% | −23,554−9.6% | Reduced |
| Braun Stacey Associates Inc | 221,254 | $18.1M | 0.88% | +20,702+10.3% | Added |
| Earnest Partners LLC | 221,049 | $18.1M | 0.10% | −5,978−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 225,106 | $18.0M | 0.41% | +9,466+4.4% | Added |
| Bailard, Inc. | 218,410 | $17.8M | 0.59% | −6,115−2.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 217,951 | $17.8M | 1.63% | +83,000+61.5% | Added |
| CIBC Asset Management Inc | 214,808 | $17.5M | 0.07% | −6,923−3.1% | Reduced |
| Chartwell Investment Partners, LLC | 213,054 | $17.4M | 0.67% | −897−0.4% | Reduced |
| Cerity Partners LLC | 210,426 | $17.2M | 0.08% | −4,408−2.1% | Reduced |
| Tiaa Trust, National Association | 209,102 | $17.1M | 0.06% | +209,102 | New |
| Putnam Investments LLC | 209,076 | $17.1M | 0.03% | +6,165+3.0% | Added |
| Connors Investor Services Inc | 208,227 | $17.0M | 2.09% | +36,954+21.6% | Added |
| Boston Common Asset Management, LLC | 207,029 | $16.9M | 0.40% | −4,327−2.0% | Reduced |
| Utah Retirement Systems | 206,868 | $16.9M | 0.24% | +500+0.2% | Added |
| Grand Jean Capital Management Inc | 197,855 | $16.8M | 5.23% | 00.0% | Unchanged |
| MML Investors Services, LLC | 205,772 | $16.8M | 0.09% | +23,901+13.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 204,493 | $16.7M | 3.60% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 204,067 | $16.7M | 0.21% | −9,740−4.6% | Reduced |
| Annex Advisory Services, LLC | 203,418 | $16.6M | 1.01% | +97,420+91.9% | Added |
| Camden Capital, LLC | 202,396 | $16.5M | 1.96% | −49,474−19.6% | Reduced |
| Diamond Hill Capital Management Inc | 202,252 | $16.5M | 0.08% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 201,705 | $16.5M | 2.32% | −1,055−0.5% | Reduced |
| Assetmark, Inc | 199,711 | $16.3M | 0.07% | +20,460+11.4% | Added |
| MAI Capital Management | 197,232 | $16.1M | 0.24% | +3,218+1.7% | Added |
| Abner Herrman & Brock LLC | 195,735 | $16.0M | 2.45% | +823+0.4% | Added |
| Yousif Capital Management, LLC | 194,275 | $15.9M | 0.20% | −10,010−4.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 193,633 | $15.8M | 0.21% | −20,700−9.7% | Reduced |
| Eagle Capital Management LLC | 191,959 | $15.7M | 0.07% | −895,491−82.3% | Reduced |
| Public Employees Retirement Association of Colorado | 191,341 | $15.6M | 0.08% | −9,394−4.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 190,980 | $15.6M | 0.23% | −598−0.3% | Reduced |
| Guggenheim Capital LLC | 188,618 | $15.4M | 0.13% | +9,034+5.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $15.4M | 0.20% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 188,372 | $15.4M | 1.00% | +57,174+43.6% | Added |
| State of Alaska, Department of Revenue | 186,367 | $15.2M | 0.19% | −9,535−4.9% | Reduced |
| Pacific Heights Asset Management LLC | 185,000 | $15.1M | 1.43% | −5,000−2.6% | Reduced |
| Twin Tree Management, LP | 184,874 | $15.1M | 0.51% | −1,198−0.6% | Reduced |
| Swiss Life Asset Management Ltd | 184,618 | $15.1M | 0.23% | +22,283+13.7% | Added |
| Bridger Management, LLC | 181,914 | $14.9M | 5.44% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 181,418 | $14.8M | 0.02% | −12,944−6.7% | Reduced |
| Credit Agricole S A | 179,480 | $14.7M | 0.45% | +29,490+19.7% | Added |
| Cullinan Associates Inc | 177,217 | $14.5M | 0.84% | +31,298+21.4% | Added |
| Edgar Lomax Co | 176,600 | $14.4M | 0.98% | −2,915−1.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 175,675 | $14.3M | 0.58% | −2,450−1.4% | Reduced |
| Zurich Insurance Group Ltd | 175,371 | $14.3M | 0.15% | −205,524−54.0% | Reduced |
| Tredje AP-fonden | 175,080 | $14.3M | 0.21% | +490+0.3% | Added |
| Achmea Investment Management B.V. | 174,550 | $14.3M | 0.31% | −31,038−15.1% | Reduced |
| Blair William & Co | 174,512 | $14.3M | 0.05% | +4,555+2.7% | Added |
| Nexus Investment Management ULC | 171,341 | $14.0M | 1.58% | +171,341 | New |
| Bridgecreek Investment Management, LLC | 171,205 | $14.0M | 2.86% | −7,000−3.9% | Reduced |
| Creative Planning | 170,014 | $13.9M | 0.02% | +11,913+7.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 169,877 | $13.9M | 0.06% | +16,267+10.6% | Added |
| Wolverine Asset Management LLC | 169,540 | $13.8M | 0.26% | +104,752+161.7% | Added |
| Captrust Financial Advisors | 167,277 | $13.7M | 0.05% | +12,415+8.0% | Added |
| Mercer Global Advisors Inc | 162,130 | $13.2M | 0.05% | +2,216+1.4% | Added |
| Glenmede Trust Co NA | 159,976 | $13.1M | 0.07% | −12,104−7.0% | Reduced |
| GW&K Investment Management, LLC | 159,708 | $13.0M | 0.13% | +159,279+37,128.0% | Added |
| La Banque Postale Asset Management SA | 159,382 | $13.0M | 0.29% | +81,179+103.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 158,926 | $13.0M | 0.04% | +17,588+12.4% | Added |
| NewEdge Wealth, LLC | 158,676 | $13.0M | 0.41% | +146,749+1,230.4% | Added |
| Pittenger & Anderson Inc | 156,024 | $12.7M | 0.64% | +2,925+1.9% | Added |
| Xponance, Inc. | 152,883 | $12.5M | 0.17% | +2,946+2.0% | Added |
| Teewinot Capital Advisers, L.L.C. | 151,817 | $12.4M | 1.98% | +151,817 | New |
| Appleton Partners Inc | 151,795 | $12.4M | 1.10% | +4,189+2.8% | Added |