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, 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 | 2,746 | $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, 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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 104,035 | $9.62M | 0.08% | +8,046+8.4% | Added |
| Point72 Europe (London) LLP | 103,360 | $9.64M | 1.21% | +103,360 | New |
| Greystone Financial Group, LLC | 103,408 | $9.64M | 2.23% | +23,111+28.8% | Added |
| AQR Capital Management LLC | 103,813 | $9.68M | 0.02% | −1,414−1.3% | Reduced |
| BOCHK Asset Management Ltd | 106,400 | $9.92M | 6.10% | +106,400 | New |
| Capital Analysts, LLC | 107,515 | $10.0M | 0.50% | +2,408+2.3% | Added |
| Elo Mutual Pension Insurance Co | 108,498 | $10.1M | 0.27% | +3,662+3.5% | Added |
| Groupama Asset Managment | 108,839 | $10.1M | 0.26% | +108,839 | New |
| Nixon Peabody Trust Co | 109,863 | $10.2M | 1.15% | +109,863 | New |
| La Banque Postale Asset Management SA | 110,067 | $10.3M | 0.23% | −49,315−30.9% | Reduced |
| AlTi Global, Inc. | 110,264 | $10.3M | 0.31% | +110,264 | New |
| Winslow Capital Management, LLC | 110,315 | $10.3M | 0.04% | −30,429−21.6% | Reduced |
| Wesbanco Bank Inc | 110,323 | $10.3M | 0.58% | −39,529−26.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 110,825 | $10.3M | 0.04% | +1,291+1.2% | Added |
| Cullinan Associates Inc | 111,719 | $10.4M | 0.58% | −65,498−37.0% | Reduced |
| Kestra Private Wealth Services, LLC | 111,904 | $10.4M | 0.27% | +19,944+21.7% | Added |
| DuPont Capital Management Corp | 112,672 | $10.5M | 0.92% | −2,930−2.5% | Reduced |
| Socorro Asset Management LP | 112,913 | $10.5M | 4.65% | +11,277+11.1% | Added |
| Capital International Inc | 113,138 | $10.6M | 0.16% | +19,748+21.1% | Added |
| Edmond de Rothschild Holding S.A. | 113,336 | $10.6M | 0.19% | −4,207−3.6% | Reduced |
| GWM Advisors LLC | 117,514 | $10.7M | 0.10% | −322,915−73.3% | Reduced |
| Achmea Investment Management B.V. | 115,285 | $10.8M | 0.22% | −59,265−34.0% | Reduced |
| Polar Capital Holdings Plc | 119,189 | $11.1M | 0.08% | −8,188−6.4% | Reduced |
| CWM, LLC | 120,616 | $11.2M | 0.06% | +7,997+7.1% | Added |
| Grassi Investment Management | 121,225 | $11.3M | 1.19% | +200+0.2% | Added |
| Fred Alger Management, LLC | 122,783 | $11.4M | 0.06% | +8,809+7.7% | Added |
| Daiwa Securities Group Inc. | 118,141 | $11.6M | 0.07% | +6,277+5.6% | Added |
| Zenyatta Capital Management LP | 125,000 | $11.7M | 4.52% | +60,000+92.3% | Added |
| Easterly Investment Partners LLC | 126,976 | $11.8M | 1.27% | +3,185+2.6% | Added |
| Wade G W & Inc | 127,524 | $11.9M | 0.39% | −9,697−7.1% | Reduced |
| Eagle Capital Management LLC | 128,817 | $12.0M | 0.05% | −63,142−32.9% | Reduced |
| Viking Fund Management LLC | 130,150 | $12.1M | 2.36% | +30,150+30.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 130,944 | $12.2M | 0.16% | +120.0% | Added |
| Meitav Dash Investments Ltd | 131,073 | $12.2M | 0.18% | −154,471−54.1% | Reduced |
| Crestwood Advisors Group LLC | 131,958 | $12.3M | 0.29% | −6,988−5.0% | Reduced |
| NewEdge Wealth, LLC | 132,760 | $12.4M | 0.32% | −25,916−16.3% | Reduced |
| Nomura Holdings Inc | 133,860 | $12.5M | 0.11% | +22,824+20.6% | Added |
| Calamos Wealth Management LLC | 136,655 | $12.7M | 0.80% | +126,255+1,214.0% | Added |
| CBOE Vest Financial, LLC | 137,935 | $12.9M | 0.48% | +33,918+32.6% | Added |
| Shelton Capital Management | 139,397 | $13.0M | 0.41% | +56,201+67.6% | Added |
| Copeland Capital Management, LLC | 141,136 | $13.2M | 0.26% | −3,044−2.1% | Reduced |
| Telos Capital Management, Inc. | 141,153 | $13.2M | 1.60% | +4,447+3.3% | Added |
| Worldquant Millennium Advisors LLC | 142,182 | $13.3M | 0.19% | +10,158+7.7% | Added |
| British Columbia Investment Management Corp | 143,050 | $13.3M | 0.11% | +29,156+25.6% | Added |
| Nissay Asset Management Corp | 144,504 | $13.5M | 0.11% | +3,838+2.7% | Added |
| Argent Trust Co | 145,577 | $13.6M | 0.68% | +6,061+4.3% | Added |
| Brown Advisory Inc | 145,832 | $13.6M | 0.02% | −856−0.6% | Reduced |
| Bessemer Group Inc | 146,132 | $13.6M | 0.03% | −2,027−1.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 146,871 | $13.7M | 0.02% | −34,547−19.0% | Reduced |
| Oppenheimer & Co Inc | 148,443 | $13.8M | 0.25% | +6,379+4.5% | Added |
| Scotia Capital Inc. | 148,664 | $13.9M | 0.09% | +1,362+0.9% | Added |
| Balyasny Asset Management LLC | 151,084 | $14.1M | 0.04% | +58,378+63.0% | Added |
| Eisler Capital (UK) Ltd. | 152,124 | $14.2M | 1.29% | −378,664−71.3% | Reduced |
| Creative Planning | 152,500 | $14.2M | 0.03% | −17,514−10.3% | Reduced |
| Peapack Gladstone Financial Corp | 152,881 | $14.3M | 0.24% | +3,463+2.3% | Added |
| FineMark National Bank & Trust | 152,882 | $14.3M | 0.58% | +16,585+12.2% | Added |
| State of Alaska, Department of Revenue | 153,862 | $14.3M | 0.17% | −32,505−17.4% | Reduced |
| Pittenger & Anderson Inc | 156,290 | $14.6M | 0.65% | +266+0.2% | Added |
| Cerity Partners LLC | 156,511 | $14.6M | 0.05% | −53,915−25.6% | Reduced |
| Appleton Partners Inc | 157,580 | $14.7M | 1.18% | +5,785+3.8% | Added |
| Tiaa Trust, National Association | 161,224 | $15.0M | 0.05% | −47,878−22.9% | Reduced |
| Grand Jean Capital Management Inc | 161,394 | $15.0M | 4.50% | −36,461−18.4% | Reduced |
| Glenmede Trust Co NA | 161,563 | $15.1M | 0.08% | +1,587+1.0% | Added |
| Blair William & Co | 162,004 | $15.1M | 0.05% | −12,508−7.2% | Reduced |
| Bridgecreek Investment Management, LLC | 162,380 | $15.1M | 2.93% | −8,825−5.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 162,839 | $15.2M | 0.04% | +3,913+2.5% | Added |
| Xponance, Inc. | 163,531 | $15.2M | 0.18% | +10,648+7.0% | Added |
| Mercer Global Advisors Inc | 164,920 | $15.4M | 0.05% | +2,790+1.7% | Added |
| Captrust Financial Advisors | 167,878 | $15.7M | 0.05% | +601+0.4% | Added |
| Edgar Lomax Co | 169,675 | $15.8M | 1.03% | −6,925−3.9% | Reduced |
| TCG Advisory Services, LLC | 170,118 | $15.9M | 1.10% | +131,071+335.7% | Added |
| Tower Research Capital LLC (TRC) | 170,286 | $15.9M | 0.20% | +103,994+156.9% | Added |
| Nexus Investment Management ULC | 171,341 | $16.0M | 1.67% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 174,177 | $16.3M | 0.09% | +174,177 | New |
| O'Shaughnessy Asset Management, LLC | 174,665 | $16.3M | 0.22% | −16,315−8.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 175,115 | $16.3M | 0.62% | −560−0.3% | Reduced |
| MAI Capital Management | 177,417 | $16.5M | 0.22% | −19,815−10.0% | Reduced |
| Marshall Wace, LLP | 177,546 | $16.6M | 0.03% | +177,546 | New |
| Cambridge Investment Research Advisors, Inc. | 177,673 | $16.6M | 0.07% | +7,796+4.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 179,095 | $16.7M | 0.35% | +28,156+18.7% | Added |
| Squarepoint Ops LLC | 181,103 | $16.9M | 0.07% | +34,347+23.4% | Added |
| Abner Herrman & Brock LLC | 181,104 | $16.9M | 2.37% | −14,631−7.5% | Reduced |
| Bridger Management, LLC | 181,914 | $17.0M | 6.50% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 183,433 | $17.1M | 0.21% | −10,200−5.3% | Reduced |
| Pacific Heights Asset Management LLC | 185,000 | $17.3M | 1.48% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 185,777 | $17.3M | 0.08% | −5,564−2.9% | Reduced |
| Yousif Capital Management, LLC | 185,985 | $17.3M | 0.20% | −8,290−4.3% | Reduced |
| Cinctive Capital Management LP | 188,371 | $17.6M | 1.23% | +162,718+634.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $17.6M | 0.24% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 188,746 | $17.6M | 0.20% | −15,321−7.5% | Reduced |
| Guggenheim Capital LLC | 194,235 | $18.1M | 0.14% | +5,617+3.0% | Added |
| Boston Common Asset Management, LLC | 194,931 | $18.2M | 0.41% | −12,098−5.8% | Reduced |
| Public Sector Pension Investment Board | 197,295 | $18.4M | 0.14% | −95,185−32.5% | Reduced |
| New York Life Investment Management LLC | 197,708 | $18.4M | 0.19% | −27,593−12.2% | Reduced |
| CIBC Asset Management Inc | 198,668 | $18.5M | 0.07% | −16,140−7.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 200,683 | $18.7M | 3.71% | −3,810−1.9% | Reduced |
| LVM Capital Management Ltd | 201,650 | $18.8M | 2.41% | −550.0% | Reduced |
| Diamond Hill Capital Management Inc | 202,252 | $18.9M | 0.08% | 00.0% | Unchanged |
| Camden Capital, LLC | 203,178 | $18.9M | 1.94% | +782+0.4% | Added |
| USS Investment Management Ltd | 206,180 | $19.2M | 0.17% | −16,631−7.5% | Reduced |