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, Q4 2023
Institutional positions in Morgan Stanley as of Dec 31, 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
- 1,761
- +123 vs. Q3 2023
- Shares held
- 1.38B
- −267.8K (0.0%) vs. Q3 2023
- Total value
- $128.3B
- +$15.8B (+14.1%) vs. Q3 2023
- New holders
- 246
- 600 more added
- Sold out
- 123
- 715 more reduced
33 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $218.1B |
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $35.2B | 100.00% | 00.0% | Unchanged |
| State Street Corp | 113,915,845 | $10.6B | 0.52% | +2,124,934+1.9% | Added |
| Vanguard Group Inc | 109,042,753 | $10.2B | 0.22% | −603,640−0.6% | Reduced |
| BlackRock Inc. | 90,499,215 | $8.44B | 0.22% | +2,874,192+3.3% | Added |
| JPMorgan Chase & Co | 59,940,044 | $5.59B | 0.57% | +7,226,094+13.7% | Added |
| Wellington Management Group LLP | 38,451,051 | $3.59B | 0.67% | +5,631,435+17.2% | Added |
| Capital International Investors | 24,499,542 | $2.28B | 0.51% | +1,865,645+8.2% | Added |
| Geode Capital Management, LLC | 23,861,892 | $2.22B | 0.23% | +241,414+1.0% | Added |
| Bank of America Corp | 20,966,912 | $1.96B | 0.22% | −2,532,703−10.8% | Reduced |
| Fisher Asset Management, LLC | 20,228,334 | $1.89B | 1.00% | +495,055+2.5% | Added |
| Massachusetts Financial Services Co | 20,197,232 | $1.88B | 0.61% | +575,114+2.9% | Added |
| FMR LLC | 17,251,568 | $1.61B | 0.12% | −6,222,884−26.5% | Reduced |
| Capital Research Global Investors | 17,139,623 | $1.60B | 0.39% | −6,349,128−27.0% | Reduced |
| Ameriprise Financial Inc | 15,335,952 | $1.43B | 0.43% | −1,658,594−9.8% | Reduced |
| Royal Bank of Canada | 14,972,560 | $1.40B | 0.35% | −249,942−1.6% | Reduced |
| Bank of New York Mellon Corp | 14,771,778 | $1.38B | 0.28% | +1,612,507+12.3% | Added |
| Price T Rowe Associates Inc | 13,469,721 | $1.26B | 0.17% | −7,787,349−36.6% | Reduced |
| Northern Trust Corp | 12,314,250 | $1.15B | 0.21% | −793,715−6.1% | Reduced |
| Goldman Sachs Group Inc | 11,155,744 | $1.04B | 0.23% | −1,276,207−10.3% | Reduced |
| Invesco Ltd. | 10,777,004 | $1.00B | 0.24% | +4,104,869+61.5% | Added |
| Norges Bank | 10,274,582 | $958.1M | 0.17% | +252,621+2.5% | Added |
| Manufacturers Life Insurance Company, The | 9,061,378 | $845.0M | 0.50% | +979,250+12.1% | Added |
| Charles Schwab Investment Management Inc | 8,820,988 | $815.9M | 0.21% | +383,211+4.5% | Added |
| Dimensional Fund Advisors LP | 8,683,688 | $809.8M | 0.24% | −508,544−5.5% | Reduced |
| Franklin Resources Inc | 8,426,697 | $785.8M | 0.37% | −3,106,684−26.9% | Reduced |
| Legal & General Group Plc | 8,398,690 | $783.2M | 0.24% | −66,157−0.8% | Reduced |
| Nuveen Asset Management, LLC | 7,924,548 | $739.0M | 0.24% | +135,852+1.7% | Added |
| UBS Group AG | 7,236,830 | $674.8M | 0.27% | −314,900−4.2% | Reduced |
| Capital World Investors | 7,207,324 | $672.1M | 0.12% | +32,152+0.4% | Added |
| Boston Partners | 7,094,388 | $659.3M | 0.87% | +1,195,258+20.3% | Added |
| Janus Henderson Group PLC | 6,958,823 | $648.9M | 0.39% | −63,306−0.9% | Reduced |
| Barclays PLC | 6,645,595 | $619.7M | 0.32% | +2,591,036+63.9% | Added |
| Bank of Montreal | 6,580,561 | $616.4M | 0.33% | +9,003+0.1% | Added |
| UBS Asset Management Americas Inc | 5,999,271 | $559.4M | 0.22% | +85,231+1.4% | Added |
| Morgan Stanley | 5,832,054 | $543.8M | 0.05% | +8,573+0.1% | Added |
| Ontario Teachers Pension Plan Board | 5,499,919 | $512.9M | 5.12% | +5,499,919 | New |
| Amundi | 5,424,332 | $501.4M | 0.23% | +810,805+17.6% | Added |
| Principal Financial Group Inc | 4,973,545 | $463.8M | 0.30% | −178,834−3.5% | Reduced |
| Wells Fargo & Company | 4,852,791 | $452.5M | 0.13% | −71,788−1.5% | Reduced |
| California Public Employees Retirement System | 3,948,333 | $368.2M | 0.28% | −66,961−1.7% | Reduced |
| Canada Pension Plan Investment Board | 3,796,054 | $354.0M | 0.45% | +696,799+22.5% | Added |
| HSBC Holdings PLC | 3,341,977 | $311.8M | 0.29% | −114,630−3.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,201,513 | $298.5M | 0.19% | +3,188,236+24,013.2% | Added |
| Deutsche Bank AG | 3,086,216 | $287.8M | 0.15% | +238,241+8.4% | Added |
| Credit Suisse AG | 3,083,520 | $287.5M | 0.28% | +165,643+5.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,968,279 | $276.8M | 0.20% | −38,960−1.3% | Reduced |
| Alliancebernstein L.P. | 2,940,495 | $274.2M | 0.11% | −124,148−4.1% | Reduced |
| Lord, Abbett & Co. LLC | 2,799,202 | $261.0M | 0.92% | −316,823−10.2% | Reduced |
| Rhumbline Advisers | 2,535,022 | $236.4M | 0.25% | −21,740−0.9% | Reduced |
| TD Asset Management Inc | 2,513,778 | $234.4M | 0.23% | −622,418−19.8% | Reduced |
| Unisphere Establishment | 2,365,000 | $220.5M | 2.28% | +2,365,000 | New |
| Schroder Investment Management Group | 2,344,721 | $218.6M | 0.28% | −1,163,128−33.2% | Reduced |
| Ensign Peak Advisors, Inc | 2,260,058 | $210.8M | 0.42% | +671,543+42.3% | Added |
| The PNC Financial Services Group, Inc. | 2,226,750 | $207.6M | 0.16% | −23,917−1.1% | Reduced |
| Cullen Capital Management LLC | 2,156,633 | $201.1M | 2.98% | −736,800−25.5% | Reduced |
| First Trust Advisors LP | 2,151,008 | $200.6M | 0.22% | +152,337+7.6% | Added |
| National Pension Service | 2,022,035 | $188.6M | 0.26% | +40,583+2.0% | Added |
| California State Teachers Retirement System | 1,987,524 | $185.3M | 0.26% | +9,260+0.5% | Added |
| Envestnet Asset Management Inc | 1,923,327 | $179.4M | 0.07% | +81,267+4.4% | Added |
| Nordea Investment Management AB | 1,918,298 | $179.3M | 0.23% | −11,940−0.6% | Reduced |
| CI Private Wealth, LLC | 1,865,481 | $174.0M | 0.32% | −163,296−8.0% | Reduced |
| Focused Investors LLC | 1,800,350 | $167.9M | 5.43% | −10,500−0.6% | Reduced |
| Fifth Third Bancorp | 1,775,077 | $165.5M | 0.70% | −71,226−3.9% | Reduced |
| Primecap Management Co | 1,770,204 | $165.1M | 0.13% | −773,009−30.4% | Reduced |
| Toronto Dominion Bank | 1,755,693 | $163.7M | 0.24% | +381,100+27.7% | Added |
| New York State Common Retirement Fund | 1,706,610 | $159.1M | 0.22% | −382,760−18.3% | Reduced |
| FIL Ltd | 1,653,416 | $154.2M | 0.16% | −26,000−1.5% | Reduced |
| Raymond James & Associates | 1,617,971 | $150.9M | 0.11% | −66,440−3.9% | Reduced |
| Jane Street Group, LLC | 1,559,142 | $145.4M | 0.18% | −985,122−38.7% | Reduced |
| Prudential Financial Inc | 1,574,104 | $143.6M | 0.22% | +172,176+12.3% | Added |
| Hamlin Capital Management, LLC | 1,399,892 | $130.5M | 4.11% | +72,801+5.5% | Added |
| Stifel Financial Corp | 1,398,729 | $130.4M | 0.16% | +51,366+3.8% | Added |
| Standard Life Aberdeen plc | 1,385,130 | $129.2M | 0.28% | +275,183+24.8% | Added |
| LSV Asset Management | 1,368,453 | $127.6M | 0.28% | −57,046−4.0% | Reduced |
| Fayez Sarofim & Co | 1,459,410 | $125.3M | 0.38% | +1,666+0.1% | Added |
| Citigroup Inc | 1,340,684 | $125.0M | 0.17% | −737,228−35.5% | Reduced |
| American Century Companies Inc | 1,329,712 | $124.0M | 0.09% | −162,180−10.9% | Reduced |
| Great West Life Assurance Co | 1,329,781 | $123.6M | 0.27% | +167,139+14.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,320,515 | $123.1M | 0.16% | −4,659,578−77.9% | Reduced |
| New York State Teachers Retirement System | 1,311,465 | $122.3M | 0.27% | −56,497−4.1% | Reduced |
| Neuberger Berman Group LLC | 1,302,908 | $121.5M | 0.11% | −285,812−18.0% | Reduced |
| State Board of Administration of Florida Retirement System | 1,277,241 | $119.1M | 0.25% | −6180.0% | Reduced |
| Evercore Wealth Management, LLC | 1,274,605 | $118.9M | 1.99% | +48,812+4.0% | Added |
| Susquehanna International Group, LLP | 1,264,540 | $117.9M | 0.20% | −40,253−3.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,227,734 | $114.5M | 0.24% | −40,900−3.2% | Reduced |
| Federated Hermes, Inc. | 1,215,753 | $113.4M | 0.28% | +846,266+229.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,210,922 | $111.3M | 0.20% | +69,790+6.1% | Added |
| LPL Financial LLC | 1,164,327 | $108.6M | 0.07% | +254,847+28.0% | Added |
| BNP Paribas Arbitrage, SA | 1,160,608 | $108.2M | 0.20% | +130,239+12.6% | Added |
| Natixis Advisors, L.P. | 1,104,272 | $103.0M | 0.27% | −15,235−1.4% | Reduced |
| Korea Investment CORP | 1,082,694 | $101.0M | 0.27% | −16,532−1.5% | Reduced |
| Artisan Partners Limited Partnership | 1,059,376 | $98.8M | 0.16% | +23,991+2.3% | Added |
| Retirement Systems of Alabama | 1,051,033 | $98.0M | 0.42% | +87,047+9.0% | Added |
| Douglas Lane & Associates, LLC | 1,040,415 | $97.0M | 1.49% | −8,220−0.8% | Reduced |
| Truist Financial Corp | 1,029,623 | $96.0M | 0.15% | −66,066−6.0% | Reduced |
| Macquarie Group Ltd | 1,021,153 | $95.2M | 0.11% | −699,846−40.7% | Reduced |
| Commerce Bank | 998,932 | $93.2M | 0.66% | −5,790−0.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 972,913 | $90.7M | 0.10% | −935,527−49.0% | Reduced |
| Russell Investments Group, Ltd. | 927,440 | $86.5M | 0.15% | −278,049−23.1% | Reduced |
| Aristotle Capital Management, LLC | 927,000 | $86.4M | 0.17% | +107,000+13.0% | Added |