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
- 1,760
- +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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 447,977 | $41.8M | 0.18% | +19,862+4.6% | Added |
| TCW Group Inc | 467,017 | $43.6M | 0.49% | +17,404+3.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 467,074 | $43.6M | 0.52% | +19,154+4.3% | Added |
| Pinnacle Associates Ltd | 471,784 | $44.0M | 0.74% | −5,327−1.1% | Reduced |
| STRS Ohio | 473,873 | $44.2M | 0.18% | −17,112−3.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 511,298 | $44.7M | 1.29% | +857+0.2% | Added |
| Nisa Investment Advisors, LLC | 479,743 | $44.7M | 0.32% | +1,396+0.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 497,238 | $46.4M | 0.22% | +183,091+58.3% | Added |
| SEI Investments Co | 508,008 | $47.4M | 0.08% | −72,819−12.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 508,849 | $47.5M | 0.84% | +508,849 | New |
| Gateway Investment Advisers LLC | 528,690 | $49.3M | 0.57% | −2,179−0.4% | Reduced |
| CIBC World Markets Inc. | 529,382 | $49.4M | 0.14% | −153,159−22.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 529,879 | $49.4M | 0.46% | −11,907−2.2% | Reduced |
| Treasurer of the State of North Carolina | 538,524 | $50.2M | 0.24% | +4,100+0.8% | Added |
| Asset Management One Co.,Ltd. | 537,619 | $50.3M | 0.20% | −1,556−0.3% | Reduced |
| Umb Bank N A | 541,372 | $50.5M | 0.74% | −44,873−7.7% | Reduced |
| Voya Investment Management LLC | 555,951 | $51.8M | 0.05% | −489,290−46.8% | Reduced |
| Employees Retirement System of Texas | 564,000 | $52.6M | 0.62% | 00.0% | Unchanged |
| Victory Capital Management Inc | 574,305 | $53.6M | 0.06% | −349,080−37.8% | Reduced |
| Capital Advisors Inc | 581,837 | $54.3M | 1.21% | +170,035+41.3% | Added |
| Kames Capital plc | 583,547 | $54.4M | 0.87% | +583,547 | New |
| Aviva PLC | 583,758 | $54.4M | 0.20% | +5,762+1.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 585,444 | $54.6M | 0.21% | +102,554+21.2% | Added |
| Royal London Asset Management Ltd | 590,582 | $55.1M | 0.16% | +7,707+1.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 592,160 | $55.2M | 3.30% | +5,886+1.0% | Added |
| Millennium Management LLC | 596,472 | $55.6M | 0.05% | −860,386−59.1% | Reduced |
| Rathbone Brothers plc | 626,656 | $58.4M | 0.38% | +88,660+16.5% | Added |
| KBC Group NV | 627,520 | $58.5M | 0.21% | +35,136+5.9% | Added |
| Public Employees Retirement System of Ohio | 632,960 | $59.0M | 0.24% | +23,343+3.8% | Added |
| Wolverine Trading, LLC | 635,329 | $59.2M | 0.45% | +554,331+684.4% | Added |
| Capital Fund Management S.A. | 643,033 | $60.0M | 0.76% | −562,054−46.6% | Reduced |
| Mariner, LLC | 646,820 | $60.3M | 0.14% | −8,602−1.3% | Reduced |
| Pictet Asset Management Holding SA | 654,128 | $61.0M | 0.07% | +6,507+1.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 657,723 | $61.3M | 0.14% | −30,052−4.4% | Reduced |
| Thrivent Financial for Lutherans | 658,599 | $61.4M | 0.13% | −19,805−2.9% | Reduced |
| CIBC Private Wealth Group, LLC | 659,084 | $61.5M | 0.13% | −207,976−24.0% | Reduced |
| Factory Mutual Insurance Co | 670,050 | $62.5M | 0.78% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 674,055 | $62.9M | 0.05% | −186,120−21.6% | Reduced |
| State of Wisconsin Investment Board | 693,077 | $64.6M | 0.18% | +11,296+1.7% | Added |
| DekaBank Deutsche Girozentrale | 696,705 | $65.1M | 0.13% | −21,423−3.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 710,546 | $66.3M | 0.24% | −11,662−1.6% | Reduced |
| State of New Jersey Common Pension Fund D | 710,927 | $66.3M | 0.22% | 00.0% | Unchanged |
| DnB Asset Management AS | 716,892 | $66.9M | 0.35% | −9,770−1.3% | Reduced |
| AMF Pensionsforsakring AB | 722,748 | $67.4M | 0.58% | +321,273+80.0% | Added |
| UniSuper Management Pty Ltd | 737,008 | $68.7M | 0.76% | +808+0.1% | Added |
| Clark Capital Management Group, Inc. | 740,866 | $69.1M | 0.57% | +161,330+27.8% | Added |
| Calamos Advisors LLC | 741,520 | $69.1M | 0.35% | −9,196−1.2% | Reduced |
| Tredje AP-fonden | 742,073 | $69.2M | 0.86% | +566,993+323.8% | Added |
| Pzena Investment Management LLC | 749,791 | $69.9M | 0.26% | +545+0.1% | Added |
| Storebrand Asset Management AS | 765,398 | $71.4M | 0.26% | +17,423+2.3% | Added |
| US Bancorp | 766,531 | $71.5M | 0.11% | +8,593+1.1% | Added |
| HighTower Advisors, LLC | 784,328 | $73.2M | 0.12% | +114,623+17.1% | Added |
| National Bank of Canada | 784,636 | $73.7M | 0.13% | −83,233−9.6% | Reduced |
| RBF Capital, LLC | 810,432 | $75.6M | 4.73% | 00.0% | Unchanged |
| Bank of Nova Scotia | 823,503 | $76.8M | 0.14% | +441,346+115.5% | Added |
| M&T Bank Corp | 839,233 | $78.3M | 0.29% | +140,032+20.0% | Added |
| Natixis | 860,176 | $80.2M | 0.61% | +787,657+1,086.1% | Added |
| Brandywine Global Investment Management, LLC | 870,438 | $81.2M | 0.65% | −40,792−4.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 903,951 | $84.3M | 0.24% | −144,248−13.8% | Reduced |
| Swedbank AB | 916,862 | $85.5M | 0.14% | −69,147−7.0% | Reduced |
| Aristotle Capital Management, LLC | 927,000 | $86.4M | 0.17% | +107,000+13.0% | Added |
| Russell Investments Group, Ltd. | 927,440 | $86.5M | 0.15% | −278,049−23.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 972,913 | $90.7M | 0.10% | −935,527−49.0% | Reduced |
| Commerce Bank | 998,932 | $93.2M | 0.66% | −5,790−0.6% | Reduced |
| Macquarie Group Ltd | 1,021,153 | $95.2M | 0.11% | −699,846−40.7% | Reduced |
| Truist Financial Corp | 1,029,623 | $96.0M | 0.15% | −66,066−6.0% | Reduced |
| Douglas Lane & Associates, LLC | 1,040,415 | $97.0M | 1.49% | −8,220−0.8% | Reduced |
| Retirement Systems of Alabama | 1,051,033 | $98.0M | 0.42% | +87,047+9.0% | Added |
| Artisan Partners Limited Partnership | 1,059,376 | $98.8M | 0.16% | +23,991+2.3% | Added |
| Korea Investment CORP | 1,082,694 | $101.0M | 0.27% | −16,532−1.5% | Reduced |
| Natixis Advisors, L.P. | 1,104,272 | $103.0M | 0.27% | −15,235−1.4% | Reduced |
| BNP Paribas Arbitrage, SA | 1,160,608 | $108.2M | 0.20% | +130,239+12.6% | Added |
| LPL Financial LLC | 1,164,327 | $108.6M | 0.07% | +254,847+28.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,210,922 | $111.3M | 0.20% | +69,790+6.1% | Added |
| Federated Hermes, Inc. | 1,215,753 | $113.4M | 0.28% | +846,266+229.0% | Added |
| Adage Capital Partners GP, L.L.C. | 1,227,734 | $114.5M | 0.24% | −40,900−3.2% | Reduced |
| Susquehanna International Group, LLP | 1,264,540 | $117.9M | 0.20% | −40,253−3.1% | Reduced |
| Evercore Wealth Management, LLC | 1,274,605 | $118.9M | 1.99% | +48,812+4.0% | Added |
| State Board of Administration of Florida Retirement System | 1,277,241 | $119.1M | 0.25% | −6180.0% | Reduced |
| Neuberger Berman Group LLC | 1,302,908 | $121.5M | 0.11% | −285,812−18.0% | Reduced |
| New York State Teachers Retirement System | 1,311,465 | $122.3M | 0.27% | −56,497−4.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,320,515 | $123.1M | 0.16% | −4,659,578−77.9% | Reduced |
| Great West Life Assurance Co | 1,329,781 | $123.6M | 0.27% | +167,139+14.4% | Added |
| American Century Companies Inc | 1,329,712 | $124.0M | 0.09% | −162,180−10.9% | Reduced |
| Citigroup Inc | 1,340,684 | $125.0M | 0.17% | −737,228−35.5% | Reduced |
| Fayez Sarofim & Co | 1,459,410 | $125.3M | 0.38% | +1,666+0.1% | Added |
| LSV Asset Management | 1,368,453 | $127.6M | 0.28% | −57,046−4.0% | Reduced |
| Standard Life Aberdeen plc | 1,385,130 | $129.2M | 0.28% | +275,183+24.8% | Added |
| Stifel Financial Corp | 1,398,729 | $130.4M | 0.16% | +51,366+3.8% | Added |
| Hamlin Capital Management, LLC | 1,399,892 | $130.5M | 4.11% | +72,801+5.5% | Added |
| Prudential Financial Inc | 1,574,104 | $143.6M | 0.22% | +172,176+12.3% | Added |
| Jane Street Group, LLC | 1,559,142 | $145.4M | 0.18% | −985,122−38.7% | Reduced |
| Raymond James & Associates | 1,617,971 | $150.9M | 0.11% | −66,440−3.9% | Reduced |
| FIL Ltd | 1,653,416 | $154.2M | 0.16% | −26,000−1.5% | Reduced |
| New York State Common Retirement Fund | 1,706,610 | $159.1M | 0.22% | −382,760−18.3% | Reduced |
| Toronto Dominion Bank | 1,755,693 | $163.7M | 0.24% | +381,100+27.7% | Added |
| Primecap Management Co | 1,770,204 | $165.1M | 0.13% | −773,009−30.4% | Reduced |
| Fifth Third Bancorp | 1,775,077 | $165.5M | 0.70% | −71,226−3.9% | Reduced |
| Focused Investors LLC | 1,800,350 | $167.9M | 5.43% | −10,500−0.6% | Reduced |
| CI Private Wealth, LLC | 1,865,481 | $174.0M | 0.32% | −163,296−8.0% | Reduced |