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
- 1,760
- +123 vs. Q3 2023
- Shares held
- 1.38B
- −267.7K (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
- 714 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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 208,668 | $19.5M | 0.25% | +1,800+0.9% | Added |
| Edge Capital Group, LLC | 211,265 | $19.7M | 1.10% | +22,893+12.2% | Added |
| Annex Advisory Services, LLC | 212,922 | $19.9M | 0.83% | +9,504+4.7% | Added |
| Caisse de Depot Et Placement du Quebec | 215,000 | $20.0M | 0.05% | +106,500+98.2% | Added |
| Assetmark, Inc | 215,548 | $20.1M | 0.07% | +15,837+7.9% | Added |
| Bailard, Inc. | 216,165 | $20.2M | 0.60% | −2,245−1.0% | Reduced |
| Baird Financial Group, Inc. | 216,402 | $20.2M | 0.05% | −32,768−13.2% | Reduced |
| LGT Capital Partners Ltd. | 216,580 | $20.2M | 0.60% | −14,677−6.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 217,951 | $20.3M | 1.69% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 218,987 | $20.4M | 1.55% | −65,414−23.0% | Reduced |
| Chartwell Investment Partners, LLC | 219,962 | $20.5M | 0.72% | +6,908+3.2% | Added |
| Earnest Partners LLC | 220,498 | $20.6M | 0.10% | −551−0.2% | Reduced |
| MML Investors Services, LLC | 221,138 | $20.6M | 0.10% | +15,366+7.5% | Added |
| Czech National Bank | 221,386 | $20.6M | 0.29% | −1,609−0.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 225,839 | $21.1M | 0.96% | −8,281−3.5% | Reduced |
| Candriam Luxembourg S.C.A. | 226,252 | $21.1M | 0.15% | −273,560−54.7% | Reduced |
| RMB Capital Management, LLC | 228,108 | $21.3M | 0.65% | −5,939−2.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 228,997 | $21.4M | 0.04% | −28,877−11.2% | Reduced |
| Swiss Life Asset Management Ltd | 229,495 | $21.4M | 0.26% | +44,877+24.3% | Added |
| Connors Investor Services Inc | 235,222 | $21.9M | 2.46% | +26,995+13.0% | Added |
| Argent Capital Management LLC | 236,145 | $22.0M | 0.72% | −4,730−2.0% | Reduced |
| Twin Tree Management, LP | 240,955 | $22.5M | 0.41% | +56,081+30.3% | Added |
| Crossmark Global Holdings, Inc. | 242,371 | $22.6M | 0.47% | +17,265+7.7% | Added |
| Hallmark Capital Management Inc | 243,009 | $22.7M | 1.77% | +2,219+0.9% | Added |
| QRG Capital Management, Inc. | 246,027 | $22.9M | 0.34% | −220.0% | Reduced |
| Ninety One UK Ltd | 246,955 | $23.0M | 0.07% | +246,955 | New |
| Forsta Ap-Fonden | 248,063 | $23.1M | 0.23% | −10,800−4.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 248,168 | $23.1M | 0.08% | −186,832−42.9% | Reduced |
| Braun Stacey Associates Inc | 248,366 | $23.2M | 1.04% | +27,112+12.3% | Added |
| Maple Capital Management, Inc. | 250,356 | $23.3M | 2.34% | +2,724+1.1% | Added |
| IFM Investors Pty Ltd | 251,353 | $23.4M | 0.29% | −6,854−2.7% | Reduced |
| Bollard Group LLC | 252,207 | $23.5M | 0.82% | −12,449−4.7% | Reduced |
| ProShare Advisors LLC | 260,943 | $24.3M | 0.07% | −20,024−7.1% | Reduced |
| Keybank National Association | 262,615 | $24.5M | 0.11% | −9,573−3.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 265,003 | $24.7M | 0.14% | +2,694+1.0% | Added |
| Heritage Investors Management Corp | 265,559 | $24.8M | 0.94% | +7,594+2.9% | Added |
| NFJ Investment Group, LLC | 267,264 | $24.9M | 0.69% | −10,530−3.8% | Reduced |
| Mackenzie Financial Corp | 267,517 | $24.9M | 0.04% | −9,949−3.6% | Reduced |
| Erste Asset Management GmbH | 268,328 | $25.1M | 0.37% | +18,217+7.3% | Added |
| Teacher Retirement System of Texas | 269,520 | $25.1M | 0.17% | −17,940−6.2% | Reduced |
| Gabelli Funds LLC | 271,471 | $25.3M | 0.19% | +12,520+4.8% | Added |
| Blue Chip Partners, Inc. | 272,465 | $25.4M | 2.65% | +4,819+1.8% | Added |
| Rockefeller Capital Management L.P. | 274,460 | $25.6M | 0.09% | +52,705+23.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 276,758 | $25.8M | 0.19% | +20,223+7.9% | Added |
| Ofi Invest Asset Management | 306,020 | $25.8M | 0.87% | −3,149−1.0% | Reduced |
| Intech Investment Management LLC | 278,495 | $26.0M | 0.38% | −223,572−44.5% | Reduced |
| Harvest Portfolios Group Inc. | 282,575 | $26.4M | 1.12% | +28,456+11.2% | Added |
| Texas Permanent School Fund | 290,094 | $27.1M | 0.23% | −2,599−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 294,079 | $27.4M | 0.05% | −100,986−25.6% | Reduced |
| Fullerton Fund Management Co Ltd. | 297,353 | $27.7M | 1.61% | +297,353 | New |
| Man Group plc | 298,049 | $27.8M | 0.08% | – | – |
| Point72 Asset Management, L.P. | 298,286 | $27.8M | 0.08% | +298,286 | New |
| D. E. Shaw & Co., Inc. | 298,585 | $27.8M | 0.04% | −1,607,025−84.3% | Reduced |
| Amalgamated Bank | 300,034 | $28.0M | 0.22% | −15,027−4.8% | Reduced |
| Vontobel Holding Ltd. | 301,345 | $28.1M | 0.24% | −5,903−1.9% | Reduced |
| TD Waterhouse Canada Inc. | 280,927 | $28.3M | 0.26% | −41,475−12.9% | Reduced |
| Allianz Asset Management GmbH | 304,412 | $28.4M | 0.05% | −81,892−21.2% | Reduced |
| MetLife Investment Management | 305,606 | $28.5M | 0.21% | −8,518−2.7% | Reduced |
| Matrix Asset Advisors Inc | 306,408 | $28.6M | 3.64% | +34,351+12.6% | Added |
| Teewinot Capital Advisers, L.L.C. | 307,512 | $28.7M | 4.34% | +155,695+102.6% | Added |
| Chilton Capital Management LLC | 307,708 | $28.7M | 1.46% | −1,953−0.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 310,205 | $28.9M | 0.80% | +310,205 | New |
| Citadel Advisors LLC | 312,386 | $29.1M | 0.03% | +176,836+130.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 329,553 | $30.7M | 2.05% | −4,192−1.3% | Reduced |
| Comerica Bank | 331,699 | $30.9M | 0.14% | −3,888−1.2% | Reduced |
| Degroof Petercam Asset Management | 333,000 | $31.1M | 0.41% | +333,000 | New |
| GW&K Investment Management, LLC | 334,940 | $31.2M | 0.29% | +175,232+109.7% | Added |
| Madison Asset Management, LLC | 336,186 | $31.3M | 0.42% | −17,234−4.9% | Reduced |
| Janney Montgomery Scott LLC | 339,907 | $31.7M | 0.10% | −6,204−1.8% | Reduced |
| Oppenheimer Asset Management Inc. | 340,256 | $31.7M | 0.44% | −15,240−4.3% | Reduced |
| Payden & Rygel | 340,700 | $31.8M | 2.31% | +206,190+153.3% | Added |
| Nomura Asset Management Co Ltd | 341,732 | $31.9M | 0.13% | −717−0.2% | Reduced |
| State of Michigan Retirement System | 346,026 | $32.3M | 0.19% | −3,700−1.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 346,168 | $32.3M | 0.08% | −329,380−48.8% | Reduced |
| Adams Diversified Equity Fund, Inc. | 347,069 | $32.4M | 1.28% | +27,200+8.5% | Added |
| Gradient Investments LLC | 348,699 | $32.5M | 0.79% | +28,300+8.8% | Added |
| Arizona State Retirement System | 349,632 | $32.6M | 0.25% | −4,915−1.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 364,712 | $34.0M | 0.06% | +19,614+5.7% | Added |
| Ossiam | 368,110 | $34.3M | 0.55% | +320,273+669.5% | Added |
| Basswood Capital Management, L.L.C. | 369,259 | $34.4M | 2.23% | 00.0% | Unchanged |
| Sapient Capital LLC | 369,542 | $34.5M | 0.89% | +369,542 | New |
| Holocene Advisors, LP | 372,818 | $34.8M | 0.14% | +372,818 | New |
| Atalanta Sosnoff Capital, LLC | 373,686 | $34.8M | 0.90% | +27,845+8.1% | Added |
| Ferguson Wellman Capital Management, Inc | 376,061 | $35.1M | 0.79% | −325,274−46.4% | Reduced |
| Fiduciary Trust Co | 378,481 | $35.3M | 0.59% | +2,240+0.6% | Added |
| Hosking Partners LLP | 381,147 | $35.5M | 1.50% | −27,039−6.6% | Reduced |
| American International Group, Inc. | 382,495 | $35.7M | 0.15% | −5,830−1.5% | Reduced |
| Conning Inc. | 387,816 | $36.1M | 1.26% | −5,534−1.4% | Reduced |
| CIBC World Markets Corp | 390,985 | $36.5M | 0.20% | −117,929−23.2% | Reduced |
| Handelsbanken Fonder AB | 392,664 | $36.6M | 0.18% | +31,796+8.8% | Added |
| Agf Management Ltd | 400,292 | $37.3M | 0.22% | +37,654+10.4% | Added |
| Optiver Holding B.V. | 411,406 | $38.4M | 1.15% | +411,406 | New |
| Chilton Investment Co LLC | 412,455 | $38.5M | 1.13% | +400,423+3,328.0% | Added |
| Todd Asset Management LLC | 415,311 | $38.7M | 0.85% | −4,835−1.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 416,360 | $38.8M | 1.06% | +29,205+7.5% | Added |
| Commonwealth Equity Services, LLC | 422,649 | $39.4M | 0.07% | −26,203−5.8% | Reduced |
| State of Tennessee, Treasury Department | 426,851 | $39.8M | 0.16% | −9,795−2.2% | Reduced |
| AXA S.A. | 429,452 | $40.0M | 0.13% | −116,554−21.3% | Reduced |
| AustralianSuper Pty Ltd | 441,817 | $41.2M | 0.25% | +441,817 | New |
| Migdal Insurance & Financial Holdings Ltd. | 443,270 | $41.3M | 0.83% | −17,521−3.8% | Reduced |