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 |
|---|---|---|---|---|---|
| Swedbank AB | 916,862 | $85.5M | 0.14% | −69,147−7.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 903,951 | $84.3M | 0.24% | −144,248−13.8% | Reduced |
| Brandywine Global Investment Management, LLC | 870,438 | $81.2M | 0.65% | −40,792−4.5% | Reduced |
| Natixis | 860,176 | $80.2M | 0.61% | +787,657+1,086.1% | Added |
| M&T Bank Corp | 839,233 | $78.3M | 0.29% | +140,032+20.0% | Added |
| Bank of Nova Scotia | 823,503 | $76.8M | 0.14% | +441,346+115.5% | Added |
| RBF Capital, LLC | 810,432 | $75.6M | 4.73% | 00.0% | Unchanged |
| National Bank of Canada | 784,636 | $73.7M | 0.13% | −83,233−9.6% | Reduced |
| HighTower Advisors, LLC | 784,328 | $73.2M | 0.12% | +114,623+17.1% | Added |
| US Bancorp | 766,531 | $71.5M | 0.11% | +8,593+1.1% | Added |
| Storebrand Asset Management AS | 765,398 | $71.4M | 0.26% | +17,423+2.3% | Added |
| Pzena Investment Management LLC | 749,791 | $69.9M | 0.26% | +545+0.1% | Added |
| Tredje AP-fonden | 742,073 | $69.2M | 0.86% | +566,993+323.8% | Added |
| Calamos Advisors LLC | 741,520 | $69.1M | 0.35% | −9,196−1.2% | Reduced |
| Clark Capital Management Group, Inc. | 740,866 | $69.1M | 0.57% | +161,330+27.8% | Added |
| UniSuper Management Pty Ltd | 737,008 | $68.7M | 0.76% | +808+0.1% | Added |
| AMF Pensionsforsakring AB | 722,748 | $67.4M | 0.58% | +321,273+80.0% | Added |
| DnB Asset Management AS | 716,892 | $66.9M | 0.35% | −9,770−1.3% | Reduced |
| State of New Jersey Common Pension Fund D | 710,927 | $66.3M | 0.22% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 710,546 | $66.3M | 0.24% | −11,662−1.6% | Reduced |
| DekaBank Deutsche Girozentrale | 696,705 | $65.1M | 0.13% | −21,423−3.0% | Reduced |
| State of Wisconsin Investment Board | 693,077 | $64.6M | 0.18% | +11,296+1.7% | Added |
| Clearbridge Investments, LLC | 674,055 | $62.9M | 0.05% | −186,120−21.6% | Reduced |
| Factory Mutual Insurance Co | 670,050 | $62.5M | 0.78% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 659,084 | $61.5M | 0.13% | −207,976−24.0% | Reduced |
| Thrivent Financial for Lutherans | 658,599 | $61.4M | 0.13% | −19,805−2.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 657,723 | $61.3M | 0.14% | −30,052−4.4% | Reduced |
| Pictet Asset Management Holding SA | 654,128 | $61.0M | 0.07% | +6,507+1.0% | Added |
| Mariner, LLC | 646,820 | $60.3M | 0.14% | −8,602−1.3% | Reduced |
| Capital Fund Management S.A. | 643,033 | $60.0M | 0.76% | −562,054−46.6% | Reduced |
| Wolverine Trading, LLC | 635,329 | $59.2M | 0.45% | +554,331+684.4% | Added |
| Public Employees Retirement System of Ohio | 632,960 | $59.0M | 0.24% | +23,343+3.8% | Added |
| KBC Group NV | 627,520 | $58.5M | 0.21% | +35,136+5.9% | Added |
| Rathbone Brothers plc | 626,656 | $58.4M | 0.38% | +88,660+16.5% | Added |
| Millennium Management LLC | 596,472 | $55.6M | 0.05% | −860,386−59.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 592,160 | $55.2M | 3.30% | +5,886+1.0% | Added |
| Royal London Asset Management Ltd | 590,582 | $55.1M | 0.16% | +7,707+1.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 585,444 | $54.6M | 0.21% | +102,554+21.2% | Added |
| Aviva PLC | 583,758 | $54.4M | 0.20% | +5,762+1.0% | Added |
| Kames Capital plc | 583,547 | $54.4M | 0.87% | +583,547 | New |
| Capital Advisors Inc | 581,837 | $54.3M | 1.21% | +170,035+41.3% | Added |
| Victory Capital Management Inc | 574,305 | $53.6M | 0.06% | −349,080−37.8% | Reduced |
| Employees Retirement System of Texas | 564,000 | $52.6M | 0.62% | 00.0% | Unchanged |
| Voya Investment Management LLC | 555,951 | $51.8M | 0.05% | −489,290−46.8% | Reduced |
| Umb Bank N A | 541,372 | $50.5M | 0.74% | −44,873−7.7% | Reduced |
| Asset Management One Co.,Ltd. | 537,619 | $50.3M | 0.20% | −1,556−0.3% | Reduced |
| Treasurer of the State of North Carolina | 538,524 | $50.2M | 0.24% | +4,100+0.8% | Added |
| Teachers Retirement System of the State of Kentucky | 529,879 | $49.4M | 0.46% | −11,907−2.2% | Reduced |
| CIBC World Markets Inc. | 529,382 | $49.4M | 0.14% | −153,159−22.4% | Reduced |
| Gateway Investment Advisers LLC | 528,690 | $49.3M | 0.57% | −2,179−0.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 508,849 | $47.5M | 0.84% | +508,849 | New |
| SEI Investments Co | 508,008 | $47.4M | 0.08% | −72,819−12.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 497,238 | $46.4M | 0.22% | +183,091+58.3% | Added |
| Nisa Investment Advisors, LLC | 479,743 | $44.7M | 0.32% | +1,396+0.3% | Added |
| Lazard Freres Gestion S.A.S. | 511,298 | $44.7M | 1.29% | +857+0.2% | Added |
| STRS Ohio | 473,873 | $44.2M | 0.18% | −17,112−3.5% | Reduced |
| Pinnacle Associates Ltd | 471,784 | $44.0M | 0.74% | −5,327−1.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 467,074 | $43.6M | 0.52% | +19,154+4.3% | Added |
| TCW Group Inc | 467,017 | $43.6M | 0.49% | +17,404+3.9% | Added |
| Rafferty Asset Management, LLC | 447,977 | $41.8M | 0.18% | +19,862+4.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 443,270 | $41.3M | 0.83% | −17,521−3.8% | Reduced |
| AustralianSuper Pty Ltd | 441,817 | $41.2M | 0.25% | +441,817 | New |
| AXA S.A. | 429,452 | $40.0M | 0.13% | −116,554−21.3% | Reduced |
| State of Tennessee, Treasury Department | 426,851 | $39.8M | 0.16% | −9,795−2.2% | Reduced |
| Commonwealth Equity Services, LLC | 422,649 | $39.4M | 0.07% | −26,203−5.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 416,360 | $38.8M | 1.06% | +29,205+7.5% | Added |
| Todd Asset Management LLC | 415,311 | $38.7M | 0.85% | −4,835−1.2% | Reduced |
| Chilton Investment Co LLC | 412,455 | $38.5M | 1.13% | +400,423+3,328.0% | Added |
| Optiver Holding B.V. | 411,406 | $38.4M | 1.15% | +411,406 | New |
| Agf Management Ltd | 400,292 | $37.3M | 0.22% | +37,654+10.4% | Added |
| Handelsbanken Fonder AB | 392,664 | $36.6M | 0.18% | +31,796+8.8% | Added |
| CIBC World Markets Corp | 390,985 | $36.5M | 0.20% | −117,929−23.2% | Reduced |
| Conning Inc. | 387,816 | $36.1M | 1.26% | −5,534−1.4% | Reduced |
| American International Group, Inc. | 382,495 | $35.7M | 0.15% | −5,830−1.5% | Reduced |
| Hosking Partners LLP | 381,147 | $35.5M | 1.50% | −27,039−6.6% | Reduced |
| Fiduciary Trust Co | 378,481 | $35.3M | 0.59% | +2,240+0.6% | Added |
| Ferguson Wellman Capital Management, Inc | 376,061 | $35.1M | 0.79% | −325,274−46.4% | Reduced |
| Atalanta Sosnoff Capital, LLC | 373,686 | $34.8M | 0.90% | +27,845+8.1% | Added |
| Holocene Advisors, LP | 372,818 | $34.8M | 0.14% | +372,818 | New |
| Sapient Capital LLC | 369,542 | $34.5M | 0.89% | +369,542 | New |
| Basswood Capital Management, L.L.C. | 369,259 | $34.4M | 2.23% | 00.0% | Unchanged |
| Ossiam | 368,110 | $34.3M | 0.55% | +320,273+669.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 364,712 | $34.0M | 0.06% | +19,614+5.7% | Added |
| Arizona State Retirement System | 349,632 | $32.6M | 0.25% | −4,915−1.4% | Reduced |
| Gradient Investments LLC | 348,699 | $32.5M | 0.79% | +28,300+8.8% | Added |
| Adams Diversified Equity Fund, Inc. | 347,069 | $32.4M | 1.28% | +27,200+8.5% | Added |
| Robeco Institutional Asset Management B.V. | 346,168 | $32.3M | 0.08% | −329,380−48.8% | Reduced |
| State of Michigan Retirement System | 346,026 | $32.3M | 0.19% | −3,700−1.1% | Reduced |
| Nomura Asset Management Co Ltd | 341,732 | $31.9M | 0.13% | −717−0.2% | Reduced |
| Payden & Rygel | 340,700 | $31.8M | 2.31% | +206,190+153.3% | Added |
| Oppenheimer Asset Management Inc. | 340,256 | $31.7M | 0.44% | −15,240−4.3% | Reduced |
| Janney Montgomery Scott LLC | 339,907 | $31.7M | 0.10% | −6,204−1.8% | Reduced |
| Madison Asset Management, LLC | 336,186 | $31.3M | 0.42% | −17,234−4.9% | Reduced |
| GW&K Investment Management, LLC | 334,940 | $31.2M | 0.29% | +175,232+109.7% | Added |
| Degroof Petercam Asset Management | 333,000 | $31.1M | 0.41% | +333,000 | New |
| Comerica Bank | 331,699 | $30.9M | 0.14% | −3,888−1.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 329,553 | $30.7M | 2.05% | −4,192−1.3% | Reduced |
| Citadel Advisors LLC | 312,386 | $29.1M | 0.03% | +176,836+130.5% | Added |
| Parallax Volatility Advisers, L.P. | 310,205 | $28.9M | 0.80% | +310,205 | New |
| Chilton Capital Management LLC | 307,708 | $28.7M | 1.46% | −1,953−0.6% | Reduced |