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 |
|---|---|---|---|---|---|
| Teewinot Capital Advisers, L.L.C. | 307,512 | $28.7M | 4.34% | +155,695+102.6% | Added |
| Matrix Asset Advisors Inc | 306,408 | $28.6M | 3.64% | +34,351+12.6% | Added |
| MetLife Investment Management | 305,606 | $28.5M | 0.21% | −8,518−2.7% | Reduced |
| Allianz Asset Management GmbH | 304,412 | $28.4M | 0.05% | −81,892−21.2% | Reduced |
| TD Waterhouse Canada Inc. | 280,927 | $28.3M | 0.26% | −41,475−12.9% | Reduced |
| Vontobel Holding Ltd. | 301,345 | $28.1M | 0.24% | −5,903−1.9% | Reduced |
| Amalgamated Bank | 300,034 | $28.0M | 0.22% | −15,027−4.8% | Reduced |
| D. E. Shaw & Co., Inc. | 298,585 | $27.8M | 0.04% | −1,607,025−84.3% | Reduced |
| Point72 Asset Management, L.P. | 298,286 | $27.8M | 0.08% | +298,286 | New |
| Man Group plc | 298,049 | $27.8M | 0.08% | – | – |
| Fullerton Fund Management Co Ltd. | 297,353 | $27.7M | 1.61% | +297,353 | New |
| Advisor Group Holdings, Inc. | 294,079 | $27.4M | 0.05% | −100,986−25.6% | Reduced |
| Texas Permanent School Fund | 290,094 | $27.1M | 0.23% | −2,599−0.9% | Reduced |
| Harvest Portfolios Group Inc. | 282,575 | $26.4M | 1.12% | +28,456+11.2% | Added |
| Intech Investment Management LLC | 278,495 | $26.0M | 0.38% | −223,572−44.5% | Reduced |
| Ofi Invest Asset Management | 306,020 | $25.8M | 0.87% | −3,149−1.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 276,758 | $25.8M | 0.19% | +20,223+7.9% | Added |
| Rockefeller Capital Management L.P. | 274,460 | $25.6M | 0.09% | +52,705+23.8% | Added |
| Blue Chip Partners, Inc. | 272,465 | $25.4M | 2.65% | +4,819+1.8% | Added |
| Gabelli Funds LLC | 271,471 | $25.3M | 0.19% | +12,520+4.8% | Added |
| Teacher Retirement System of Texas | 269,520 | $25.1M | 0.17% | −17,940−6.2% | Reduced |
| Erste Asset Management GmbH | 268,328 | $25.1M | 0.37% | +18,217+7.3% | Added |
| Mackenzie Financial Corp | 267,517 | $24.9M | 0.04% | −9,949−3.6% | Reduced |
| NFJ Investment Group, LLC | 267,264 | $24.9M | 0.69% | −10,530−3.8% | Reduced |
| Heritage Investors Management Corp | 265,559 | $24.8M | 0.94% | +7,594+2.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 265,003 | $24.7M | 0.14% | +2,694+1.0% | Added |
| Keybank National Association | 262,615 | $24.5M | 0.11% | −9,573−3.5% | Reduced |
| ProShare Advisors LLC | 260,943 | $24.3M | 0.07% | −20,024−7.1% | Reduced |
| Bollard Group LLC | 252,207 | $23.5M | 0.82% | −12,449−4.7% | Reduced |
| IFM Investors Pty Ltd | 251,353 | $23.4M | 0.29% | −6,854−2.7% | Reduced |
| Maple Capital Management, Inc. | 250,356 | $23.3M | 2.34% | +2,724+1.1% | Added |
| Braun Stacey Associates Inc | 248,366 | $23.2M | 1.04% | +27,112+12.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 248,168 | $23.1M | 0.08% | −186,832−42.9% | Reduced |
| Forsta Ap-Fonden | 248,063 | $23.1M | 0.23% | −10,800−4.2% | Reduced |
| Ninety One UK Ltd | 246,955 | $23.0M | 0.07% | +246,955 | New |
| QRG Capital Management, Inc. | 246,027 | $22.9M | 0.34% | −220.0% | Reduced |
| Hallmark Capital Management Inc | 243,009 | $22.7M | 1.77% | +2,219+0.9% | Added |
| Crossmark Global Holdings, Inc. | 242,371 | $22.6M | 0.47% | +17,265+7.7% | Added |
| Twin Tree Management, LP | 240,955 | $22.5M | 0.41% | +56,081+30.3% | Added |
| Argent Capital Management LLC | 236,145 | $22.0M | 0.72% | −4,730−2.0% | Reduced |
| Connors Investor Services Inc | 235,222 | $21.9M | 2.46% | +26,995+13.0% | Added |
| Swiss Life Asset Management Ltd | 229,495 | $21.4M | 0.26% | +44,877+24.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 228,997 | $21.4M | 0.04% | −28,877−11.2% | Reduced |
| RMB Capital Management, LLC | 228,108 | $21.3M | 0.65% | −5,939−2.5% | Reduced |
| Candriam Luxembourg S.C.A. | 226,252 | $21.1M | 0.15% | −273,560−54.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 225,839 | $21.1M | 0.96% | −8,281−3.5% | Reduced |
| Czech National Bank | 221,386 | $20.6M | 0.29% | −1,609−0.7% | Reduced |
| MML Investors Services, LLC | 221,138 | $20.6M | 0.10% | +15,366+7.5% | Added |
| Earnest Partners LLC | 220,498 | $20.6M | 0.10% | −551−0.2% | Reduced |
| Chartwell Investment Partners, LLC | 219,962 | $20.5M | 0.72% | +6,908+3.2% | Added |
| Moody Lynn & Lieberson, LLC | 218,987 | $20.4M | 1.55% | −65,414−23.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 217,951 | $20.3M | 1.69% | 00.0% | Unchanged |
| LGT Capital Partners Ltd. | 216,580 | $20.2M | 0.60% | −14,677−6.3% | Reduced |
| Baird Financial Group, Inc. | 216,402 | $20.2M | 0.05% | −32,768−13.2% | Reduced |
| Bailard, Inc. | 216,165 | $20.2M | 0.60% | −2,245−1.0% | Reduced |
| Assetmark, Inc | 215,548 | $20.1M | 0.07% | +15,837+7.9% | Added |
| Caisse de Depot Et Placement du Quebec | 215,000 | $20.0M | 0.05% | +106,500+98.2% | Added |
| Annex Advisory Services, LLC | 212,922 | $19.9M | 0.83% | +9,504+4.7% | Added |
| Edge Capital Group, LLC | 211,265 | $19.7M | 1.10% | +22,893+12.2% | Added |
| Utah Retirement Systems | 208,668 | $19.5M | 0.25% | +1,800+0.9% | Added |
| Gamco Investors, Inc. Et Al | 206,709 | $19.3M | 0.21% | −16,561−7.4% | Reduced |
| USS Investment Management Ltd | 206,180 | $19.2M | 0.17% | −16,631−7.5% | Reduced |
| Camden Capital, LLC | 203,178 | $18.9M | 1.94% | +782+0.4% | Added |
| Diamond Hill Capital Management Inc | 202,252 | $18.9M | 0.08% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 201,650 | $18.8M | 2.41% | −550.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 200,683 | $18.7M | 3.71% | −3,810−1.9% | Reduced |
| CIBC Asset Management Inc | 198,668 | $18.5M | 0.07% | −16,140−7.5% | Reduced |
| New York Life Investment Management LLC | 197,708 | $18.4M | 0.19% | −27,593−12.2% | Reduced |
| Public Sector Pension Investment Board | 197,295 | $18.4M | 0.14% | −95,185−32.5% | Reduced |
| Boston Common Asset Management, LLC | 194,931 | $18.2M | 0.41% | −12,098−5.8% | Reduced |
| Guggenheim Capital LLC | 194,235 | $18.1M | 0.14% | +5,617+3.0% | Added |
| Mutual of America Capital Management LLC | 188,746 | $17.6M | 0.20% | −15,321−7.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $17.6M | 0.24% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 188,371 | $17.6M | 1.23% | +162,718+634.3% | Added |
| Yousif Capital Management, LLC | 185,985 | $17.3M | 0.20% | −8,290−4.3% | Reduced |
| Public Employees Retirement Association of Colorado | 185,777 | $17.3M | 0.08% | −5,564−2.9% | Reduced |
| Pacific Heights Asset Management LLC | 185,000 | $17.3M | 1.48% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 183,433 | $17.1M | 0.21% | −10,200−5.3% | Reduced |
| Bridger Management, LLC | 181,914 | $17.0M | 6.50% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 181,104 | $16.9M | 2.37% | −14,631−7.5% | Reduced |
| Squarepoint Ops LLC | 181,103 | $16.9M | 0.07% | +34,347+23.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 179,095 | $16.7M | 0.35% | +28,156+18.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 177,673 | $16.6M | 0.07% | +7,796+4.6% | Added |
| Marshall Wace, LLP | 177,546 | $16.6M | 0.03% | +177,546 | New |
| MAI Capital Management | 177,417 | $16.5M | 0.22% | −19,815−10.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 175,115 | $16.3M | 0.62% | −560−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 174,665 | $16.3M | 0.22% | −16,315−8.5% | Reduced |
| Pathstone Holdings, LLC | 174,177 | $16.3M | 0.09% | +174,177 | New |
| Nexus Investment Management ULC | 171,341 | $16.0M | 1.67% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 170,286 | $15.9M | 0.20% | +103,994+156.9% | Added |
| TCG Advisory Services, LLC | 170,118 | $15.9M | 1.10% | +131,071+335.7% | Added |
| Edgar Lomax Co | 169,675 | $15.8M | 1.03% | −6,925−3.9% | Reduced |
| Captrust Financial Advisors | 167,878 | $15.7M | 0.05% | +601+0.4% | Added |
| Mercer Global Advisors Inc | 164,920 | $15.4M | 0.05% | +2,790+1.7% | Added |
| Xponance, Inc. | 163,531 | $15.2M | 0.18% | +10,648+7.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 162,839 | $15.2M | 0.04% | +3,913+2.5% | Added |
| Bridgecreek Investment Management, LLC | 162,380 | $15.1M | 2.93% | −8,825−5.2% | Reduced |
| Blair William & Co | 162,004 | $15.1M | 0.05% | −12,508−7.2% | Reduced |
| Glenmede Trust Co NA | 161,563 | $15.1M | 0.08% | +1,587+1.0% | Added |
| Grand Jean Capital Management Inc | 161,394 | $15.0M | 4.50% | −36,461−18.4% | Reduced |