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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 150,939 | $12.3M | 0.27% | −314,342−67.6% | Reduced |
| Wealth High Governance Capital Ltda | 150,000 | $12.3M | 4.26% | −100,000−40.0% | Reduced |
| Wesbanco Bank Inc | 149,852 | $12.2M | 0.53% | +2,167+1.5% | Added |
| Peapack Gladstone Financial Corp | 149,418 | $12.2M | 0.23% | +7,357+5.2% | Added |
| Oak Harvest Investment Services | 149,140 | $12.2M | 2.58% | +48,552+48.3% | Added |
| Bessemer Group Inc | 148,159 | $12.1M | 0.03% | −2,143−1.4% | Reduced |
| Core Alternative Capital | 147,353 | $12.0M | 1.86% | −11,836−7.4% | Reduced |
| Scotia Capital Inc. | 147,302 | $12.0M | 0.09% | +73,363+99.2% | Added |
| Squarepoint Ops LLC | 146,756 | $12.0M | 0.06% | +67,070+84.2% | Added |
| Brown Advisory Inc | 146,688 | $12.0M | 0.02% | +22,136+17.8% | Added |
| Man Group plc | – | $11.8M | 0.04% | – | – |
| Copeland Capital Management, LLC | 144,180 | $11.8M | 0.25% | −3,460−2.3% | Reduced |
| Oppenheimer & Co Inc | 142,064 | $11.6M | 0.24% | −28,799−16.9% | Reduced |
| Winslow Capital Management, LLC | 140,744 | $11.5M | 0.05% | +27,716+24.5% | Added |
| Nissay Asset Management Corp | 140,666 | $11.5M | 0.10% | +4,753+3.5% | Added |
| Argent Trust Co | 139,516 | $11.4M | 0.62% | +3,050+2.2% | Added |
| Crestwood Advisors Group LLC | 138,946 | $11.3M | 0.30% | +944+0.7% | Added |
| ExodusPoint Capital Management, LP | 137,366 | $11.2M | 0.14% | +137,366 | New |
| Wade G W & Inc | 137,221 | $11.2M | 0.42% | −1,167−0.8% | Reduced |
| Telos Capital Management, Inc. | 136,706 | $11.2M | 1.55% | +6,189+4.7% | Added |
| FineMark National Bank & Trust | 136,297 | $11.1M | 0.48% | +490.0% | Added |
| Citadel Advisors LLC | 135,550 | $11.1M | 0.01% | −147,156−52.1% | Reduced |
| Payden & Rygel | 134,510 | $11.0M | 0.86% | −3,100−2.3% | Reduced |
| Payden & Rygel Investment Group | 134,510 | $11.0M | 0.86% | +134,510 | New |
| Hancock Whitney Corp | 134,419 | $11.0M | 0.45% | +2,026+1.5% | Added |
| Worldquant Millennium Advisors LLC | 132,024 | $10.8M | 0.17% | +128,460+3,604.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 130,932 | $10.7M | 0.17% | +3,854+3.0% | Added |
| Wealthfront Advisers LLC | 129,891 | $10.6M | 0.05% | +3,082+2.4% | Added |
| Polar Capital Holdings Plc | 127,377 | $10.4M | 0.08% | −495−0.4% | Reduced |
| Easterly Investment Partners LLC | 123,791 | $10.1M | 1.11% | +39,347+46.6% | Added |
| Grassi Investment Management | 121,025 | $9.88M | 1.14% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 117,925 | $9.64M | 0.08% | +71,988+156.7% | Added |
| Ethic Inc. | 117,602 | $9.60M | 0.34% | −4,578−3.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 117,543 | $9.60M | 0.20% | +19,355+19.7% | Added |
| Daiwa Securities Group Inc. | 111,864 | $9.58M | 0.07% | +6,341+6.0% | Added |
| DuPont Capital Management Corp | 115,602 | $9.44M | 0.82% | +65,570+131.1% | Added |
| Gulf International Bank (UK) Ltd | 114,909 | $9.38M | 0.27% | −11,760−9.3% | Reduced |
| Fred Alger Management, LLC | 113,974 | $9.31M | 0.05% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 113,894 | $9.30M | 0.09% | +552+0.5% | Added |
| Flputnam Investment Management Co | 113,363 | $9.26M | 0.26% | +4,844+4.5% | Added |
| CWM, LLC | 112,619 | $9.20M | 0.06% | +11,519+11.4% | Added |
| Nomura Holdings Inc | 111,036 | $9.07M | 0.10% | +62,730+129.9% | Added |
| Cornerstone Advisors, LLC | 110,800 | $9.05M | 0.42% | −59,300−34.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 109,534 | $8.95M | 0.04% | +109,534 | New |
| Westpac Banking Corp | 109,009 | $8.90M | 0.67% | +5,635+5.5% | Added |
| Caisse de Depot Et Placement du Quebec | 108,500 | $8.86M | 0.03% | −158,000−59.3% | Reduced |
| Capital Group Private Client Services, Inc. | 107,967 | $8.82M | 0.11% | −2,372−2.1% | Reduced |
| BTC Capital Management, Inc. | 106,921 | $8.73M | 1.01% | +758+0.7% | Added |
| Liontrust Investment Partners LLP | 106,000 | $8.66M | 0.14% | +6,000+6.0% | Added |
| Bayesian Capital Management, LP | 106,000 | $8.66M | 0.99% | +106,000 | New |
| Castleark Management LLC | 105,960 | $8.65M | 0.44% | 00.0% | Unchanged |
| JustInvest LLC | 105,852 | $8.64M | 0.26% | +3,556+3.5% | Added |
| AQR Capital Management LLC | 105,227 | $8.59M | 0.02% | +13,334+14.5% | Added |
| Capital Analysts, LLC | 105,107 | $8.58M | 0.48% | +7,468+7.6% | Added |
| Elo Mutual Pension Insurance Co | 104,836 | $8.56M | 0.26% | −25,890−19.8% | Reduced |
| Power Corp of Canada | 104,077 | $8.50M | 0.54% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 104,017 | $8.50M | 0.46% | +44,725+75.4% | Added |
| Ziegler Capital Management, LLC | 103,184 | $8.43M | 0.34% | −3,456−3.2% | Reduced |
| New Republic Capital, LLC | 101,848 | $8.32M | 6.79% | −222−0.2% | Reduced |
| Socorro Asset Management LP | 101,636 | $8.30M | 3.88% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 101,490 | $8.29M | 0.64% | +604+0.6% | Added |
| Advisors Asset Management, Inc. | 100,141 | $8.18M | 0.18% | −1,334−1.3% | Reduced |
| Viking Fund Management LLC | 100,000 | $8.17M | 1.65% | +25,000+33.3% | Added |
| Allspring Global Investments Holdings, LLC | 99,270 | $8.11M | 0.01% | −7,383−6.9% | Reduced |
| Ieq Capital, LLC | 99,090 | $8.09M | 0.16% | +171+0.2% | Added |
| Brinker Capital Investments, LLC | 98,708 | $8.06M | 0.10% | −13,094−11.7% | Reduced |
| Orion Portfolio Solutions, LLC | 98,708 | $8.06M | 0.10% | −13,094−11.7% | Reduced |
| Oregon Public Employees Retirement Fund | 98,672 | $8.06M | 0.11% | −2,772−2.7% | Reduced |
| APG Asset Management N.V. | 98,394 | $8.04M | 0.02% | +51,200+108.5% | Added |
| Kentucky Retirement Systems | 97,479 | $7.96M | 0.28% | −7,260−6.9% | Reduced |
| General Pension Society PZU Joint Stock Co | 97,369 | $7.95M | 2.84% | 00.0% | Unchanged |
| Banco Santander, S.A. | 96,994 | $7.92M | 0.11% | +17,702+22.3% | Added |
| Cetera Investment Advisers | 95,989 | $7.73M | 0.07% | −2,979−3.0% | Reduced |
| FORA Capital, LLC | 94,451 | $7.71M | 0.68% | +94,451 | New |
| Synovus Financial Corp | 93,837 | $7.66M | 0.09% | +1,077+1.2% | Added |
| Capital International Inc | 93,390 | $7.63M | 0.15% | −31,177−25.0% | Reduced |
| Balyasny Asset Management LLC | 92,706 | $7.57M | 0.02% | −755,704−89.1% | Reduced |
| Maryland State Retirement & Pension System | 92,605 | $7.56M | 0.17% | +756+0.8% | Added |
| American Assets Investment Management, LLC | 92,000 | $7.51M | 0.84% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 91,996 | $7.51M | 0.11% | −28,564−23.7% | Reduced |
| Kestra Private Wealth Services, LLC | 91,960 | $7.51M | 0.24% | +13,118+16.6% | Added |
| Abn Amro Investment Solutions | 91,743 | $7.49M | 0.15% | −3,125−3.3% | Reduced |
| Securian Asset Management, Inc | 91,557 | $7.48M | 0.22% | −14,680−13.8% | Reduced |
| Ci Investments Inc. | 89,740 | $7.33M | 0.04% | −1,145−1.3% | Reduced |
| Mizuho Markets Cayman LP | 88,493 | $7.23M | 3.20% | −6,745−7.1% | Reduced |
| Aptus Capital Advisors, LLC | 87,756 | $7.17M | 0.21% | −3,217−3.5% | Reduced |
| Hartford Investment Management Co | 87,328 | $7.13M | 0.29% | −4,672−5.1% | Reduced |
| Fiduciary Alliance LLC | 86,909 | $7.10M | 1.64% | +2,097+2.5% | Added |
| Capula Management Ltd | 86,087 | $7.03M | 0.46% | +86,087 | New |
| Prudential PLC | 84,452 | $6.90M | 0.08% | −4,894−5.5% | Reduced |
| Shelton Capital Management | 83,196 | $6.79M | 0.25% | −26,398−24.1% | Reduced |
| Cetera Advisor Networks LLC | 87,538 | $6.78M | 0.04% | +8,857+11.3% | Added |
| Kinneret Advisory, LLC | 82,687 | $6.75M | 0.83% | −49−0.1% | Reduced |
| Sit Investment Associates Inc | 82,240 | $6.72M | 0.18% | +7,400+9.9% | Added |
| Kestra Advisory Services, LLC | 82,236 | $6.72M | 0.07% | +25,195+44.2% | Added |
| McGuire Investment Group, LLC | 81,969 | $6.69M | 1.29% | +2,055+2.6% | Added |
| Capstone Investment Advisors, LLC | 81,429 | $6.65M | 0.18% | −3,451−4.1% | Reduced |
| Wolverine Trading, LLC | 80,998 | $6.62M | 0.07% | +42,653+111.2% | Added |
| Pacer Advisors, Inc. | 80,866 | $6.60M | 0.03% | −155−0.2% | Reduced |
| Intact Investment Management Inc. | 80,800 | $6.60M | 0.29% | −20,600−20.3% | Reduced |