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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 1,918,298 | $179.3M | 0.23% | −11,940−0.6% | Reduced |
| Envestnet Asset Management Inc | 1,923,327 | $179.4M | 0.07% | +81,267+4.4% | Added |
| California State Teachers Retirement System | 1,987,524 | $185.3M | 0.26% | +9,260+0.5% | Added |
| National Pension Service | 2,022,035 | $188.6M | 0.26% | +40,583+2.0% | Added |
| First Trust Advisors LP | 2,151,008 | $200.6M | 0.22% | +152,337+7.6% | Added |
| Cullen Capital Management LLC | 2,156,633 | $201.1M | 2.98% | −736,800−25.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,226,750 | $207.6M | 0.16% | −23,917−1.1% | Reduced |
| Ensign Peak Advisors, Inc | 2,260,058 | $210.8M | 0.42% | +671,543+42.3% | Added |
| Schroder Investment Management Group | 2,344,721 | $218.6M | 0.28% | −1,163,128−33.2% | Reduced |
| Unisphere Establishment | 2,365,000 | $220.5M | 2.28% | +2,365,000 | New |
| TD Asset Management Inc | 2,513,778 | $234.4M | 0.23% | −622,418−19.8% | Reduced |
| Rhumbline Advisers | 2,535,022 | $236.4M | 0.25% | −21,740−0.9% | Reduced |
| Lord, Abbett & Co. LLC | 2,799,202 | $261.0M | 0.92% | −316,823−10.2% | Reduced |
| Alliancebernstein L.P. | 2,940,495 | $274.2M | 0.11% | −124,148−4.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,968,279 | $276.8M | 0.20% | −38,960−1.3% | Reduced |
| Credit Suisse AG | 3,083,520 | $287.5M | 0.28% | +165,643+5.7% | Added |
| Deutsche Bank AG | 3,086,216 | $287.8M | 0.15% | +238,241+8.4% | Added |
| T. Rowe Price Investment Management, Inc. | 3,201,513 | $298.5M | 0.19% | +3,188,236+24,013.2% | Added |
| HSBC Holdings PLC | 3,341,977 | $311.8M | 0.29% | −114,630−3.3% | Reduced |
| Canada Pension Plan Investment Board | 3,796,054 | $354.0M | 0.45% | +696,799+22.5% | Added |
| California Public Employees Retirement System | 3,948,333 | $368.2M | 0.28% | −66,961−1.7% | Reduced |
| Wells Fargo & Company | 4,852,791 | $452.5M | 0.13% | −71,788−1.5% | Reduced |
| Principal Financial Group Inc | 4,973,545 | $463.8M | 0.30% | −178,834−3.5% | Reduced |
| Amundi | 5,424,332 | $501.4M | 0.23% | +810,805+17.6% | Added |
| Ontario Teachers Pension Plan Board | 5,499,919 | $512.9M | 5.12% | +5,499,919 | New |
| Morgan Stanley | 5,832,054 | $543.8M | 0.05% | +8,573+0.1% | Added |
| UBS Asset Management Americas Inc | 5,999,271 | $559.4M | 0.22% | +85,231+1.4% | Added |
| Bank of Montreal | 6,580,561 | $616.4M | 0.33% | +9,003+0.1% | Added |
| Barclays PLC | 6,645,595 | $619.7M | 0.32% | +2,591,036+63.9% | Added |
| Janus Henderson Group PLC | 6,958,823 | $648.9M | 0.39% | −63,306−0.9% | Reduced |
| Boston Partners | 7,094,388 | $659.3M | 0.87% | +1,195,258+20.3% | Added |
| Capital World Investors | 7,207,324 | $672.1M | 0.12% | +32,152+0.4% | Added |
| UBS Group AG | 7,236,830 | $674.8M | 0.27% | −314,900−4.2% | Reduced |
| Nuveen Asset Management, LLC | 7,924,548 | $739.0M | 0.24% | +135,852+1.7% | Added |
| Legal & General Group Plc | 8,398,690 | $783.2M | 0.24% | −66,157−0.8% | Reduced |
| Franklin Resources Inc | 8,426,697 | $785.8M | 0.37% | −3,106,684−26.9% | Reduced |
| Dimensional Fund Advisors LP | 8,683,688 | $809.8M | 0.24% | −508,544−5.5% | Reduced |
| Charles Schwab Investment Management Inc | 8,820,988 | $815.9M | 0.21% | +383,211+4.5% | Added |
| Manufacturers Life Insurance Company, The | 9,061,378 | $845.0M | 0.50% | +979,250+12.1% | Added |
| Norges Bank | 10,274,582 | $958.1M | 0.17% | +252,621+2.5% | Added |
| Invesco Ltd. | 10,777,004 | $1.00B | 0.24% | +4,104,869+61.5% | Added |
| Goldman Sachs Group Inc | 11,155,744 | $1.04B | 0.23% | −1,276,207−10.3% | Reduced |
| Northern Trust Corp | 12,314,250 | $1.15B | 0.21% | −793,715−6.1% | Reduced |
| Price T Rowe Associates Inc | 13,469,721 | $1.26B | 0.17% | −7,787,349−36.6% | Reduced |
| Bank of New York Mellon Corp | 14,771,778 | $1.38B | 0.28% | +1,612,507+12.3% | Added |
| Royal Bank of Canada | 14,972,560 | $1.40B | 0.35% | −249,942−1.6% | Reduced |
| Ameriprise Financial Inc | 15,335,952 | $1.43B | 0.43% | −1,658,594−9.8% | Reduced |
| Capital Research Global Investors | 17,139,623 | $1.60B | 0.39% | −6,349,128−27.0% | Reduced |
| FMR LLC | 17,251,568 | $1.61B | 0.12% | −6,222,884−26.5% | Reduced |
| Massachusetts Financial Services Co | 20,197,232 | $1.88B | 0.61% | +575,114+2.9% | Added |
| Fisher Asset Management, LLC | 20,228,334 | $1.89B | 1.00% | +495,055+2.5% | Added |
| Bank of America Corp | 20,966,912 | $1.96B | 0.22% | −2,532,703−10.8% | Reduced |
| Geode Capital Management, LLC | 23,861,892 | $2.22B | 0.23% | +241,414+1.0% | Added |
| Capital International Investors | 24,499,542 | $2.28B | 0.51% | +1,865,645+8.2% | Added |
| Wellington Management Group LLP | 38,451,051 | $3.59B | 0.67% | +5,631,435+17.2% | Added |
| JPMorgan Chase & Co | 59,940,044 | $5.59B | 0.57% | +7,226,094+13.7% | Added |
| BlackRock Inc. | 90,499,215 | $8.44B | 0.22% | +2,874,192+3.3% | Added |
| Vanguard Group Inc | 109,042,753 | $10.2B | 0.22% | −603,640−0.6% | Reduced |
| State Street Corp | 113,915,845 | $10.6B | 0.52% | +2,124,934+1.9% | Added |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $35.2B | 100.00% | 00.0% | Unchanged |
| Eminence Capital, LP | 0 | $0 | 0.00% | −986,099−100.0% | Sold out |
| Canoe Financial LP | 0 | $0 | 0.00% | −443,651−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −565,262−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −333,678−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −269,470−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −175,371−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −169,540−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −106,000−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −105,960−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −104,077−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −86,087−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −71,305−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −63,690−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −57,326−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −54,554−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −53,311−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −49,411−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −47,574−100.0% | Sold out |
| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −47,511−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −46,606−100.0% | Sold out |
| Cypress Financial Planning LLC | 0 | $0 | 0.00% | −40,898−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −37,400−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −35,998−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −33,981−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −30,423−100.0% | Sold out |
| One River Asset Management, LLC | 0 | $0 | 0.00% | −28,810−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −27,946−100.0% | Sold out |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 0 | $0 | 0.00% | −27,880−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −23,098−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −21,750−100.0% | Sold out |
| United Asset Strategies, Inc. | 0 | $0 | 0.00% | −21,059−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −20,366−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −20,063−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −18,247−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −17,095−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −17,078−100.0% | Sold out |
| Mint Tower Capital Management B.V. | 0 | $0 | 0.00% | −16,528−100.0% | Sold out |