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, Q1 2024
Institutional positions in Morgan Stanley as of Mar 31, 2024. 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
- 1,799
- +67 vs. Q4 2023
- Shares held
- 1.36B
- −16.6M (−1.2%) vs. Q4 2023
- Total value
- $127.8B
- −$415.5M (−0.3%) vs. Q4 2023
- New holders
- 175
- 703 more added
- Sold out
- 108
- 682 more reduced
29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 2,514 | $218.1B |
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $35.5B | 100.00% | 00.0% | Unchanged |
| State Street Corp | 111,569,678 | $10.5B | 0.47% | −2,346,167−2.1% | Reduced |
| Vanguard Group Inc | 108,436,118 | $10.2B | 0.20% | −606,635−0.6% | Reduced |
| BlackRock Inc. | 89,219,481 | $8.40B | 0.20% | −1,279,734−1.4% | Reduced |
| JPMorgan Chase & Co | 50,279,626 | $4.73B | 0.42% | −9,660,418−16.1% | Reduced |
| Wellington Management Group LLP | 42,901,669 | $4.04B | 0.72% | +4,450,618+11.6% | Added |
| Capital International Investors | 28,481,070 | $2.68B | 0.54% | +3,981,528+16.3% | Added |
| Geode Capital Management, LLC | 24,542,538 | $2.30B | 0.21% | +680,646+2.9% | Added |
| Bank of America Corp | 22,733,156 | $2.14B | 0.21% | +1,766,244+8.4% | Added |
| Fisher Asset Management, LLC | 20,783,077 | $1.96B | 0.91% | +554,743+2.7% | Added |
| Massachusetts Financial Services Co | 19,828,106 | $1.87B | 0.56% | −369,126−1.8% | Reduced |
| FMR LLC | 17,261,343 | $1.63B | 0.11% | +9,775+0.1% | Added |
| Ameriprise Financial Inc | 13,296,699 | $1.25B | 0.34% | −2,039,253−13.3% | Reduced |
| Norges Bank | 13,266,855 | $1.25B | 0.20% | +2,992,273+29.1% | Added |
| Price T Rowe Associates Inc | 12,891,605 | $1.21B | 0.15% | −578,116−4.3% | Reduced |
| Bank of New York Mellon Corp | 12,572,023 | $1.18B | 0.23% | −2,199,755−14.9% | Reduced |
| Northern Trust Corp | 11,812,018 | $1.11B | 0.19% | −502,232−4.1% | Reduced |
| Invesco Ltd. | 11,470,143 | $1.08B | 0.23% | +693,139+6.4% | Added |
| Charles Schwab Investment Management Inc | 10,873,418 | $1.01B | 0.23% | +2,052,430+23.3% | Added |
| Capital Research Global Investors | 10,317,997 | $971.5M | 0.22% | −6,821,626−39.8% | Reduced |
| Goldman Sachs Group Inc | 9,874,450 | $929.8M | 0.20% | −1,281,294−11.5% | Reduced |
| Manufacturers Life Insurance Company, The | 9,515,820 | $896.0M | 0.83% | +454,442+5.0% | Added |
| UBS Group AG | 8,772,018 | $826.0M | 0.27% | +1,535,188+21.2% | Added |
| Barclays PLC | 8,718,762 | $821.0M | 0.37% | +2,073,167+31.2% | Added |
| Dimensional Fund Advisors LP | 8,591,476 | $809.0M | 0.22% | −92,212−1.1% | Reduced |
| Legal & General Group Plc | 8,320,355 | $783.4M | 0.23% | −78,335−0.9% | Reduced |
| Boston Partners | 7,151,492 | $673.0M | 0.80% | +57,104+0.8% | Added |
| Janus Henderson Group PLC | 6,908,721 | $650.5M | 0.35% | −50,102−0.7% | Reduced |
| Bank of Montreal | 6,643,561 | $621.4M | 0.32% | +63,000+1.0% | Added |
| Franklin Resources Inc | 6,521,133 | $614.0M | 0.19% | −1,905,564−22.6% | Reduced |
| Morgan Stanley | 5,977,230 | $562.8M | 0.05% | +145,176+2.5% | Added |
| Nuveen Asset Management, LLC | 5,960,411 | $561.2M | 0.17% | −1,964,137−24.8% | Reduced |
| UBS Asset Management Americas Inc | 5,952,840 | $560.5M | 0.20% | −46,431−0.8% | Reduced |
| Ontario Teachers Pension Plan Board | 5,816,843 | $547.7M | 5.03% | +316,924+5.8% | Added |
| Capital World Investors | 5,609,164 | $528.2M | 0.09% | −1,598,160−22.2% | Reduced |
| Amundi | 5,717,550 | $521.9M | 0.22% | +293,218+5.4% | Added |
| T. Rowe Price Investment Management, Inc. | 5,215,415 | $491.1M | 0.30% | +2,013,902+62.9% | Added |
| Principal Financial Group Inc | 4,669,089 | $439.6M | 0.26% | −304,456−6.1% | Reduced |
| Royal Bank of Canada | 4,579,519 | $431.2M | 0.11% | −10,393,041−69.4% | Reduced |
| Schroder Investment Management Group | 3,936,453 | $370.7M | 0.44% | +1,591,732+67.9% | Added |
| Wells Fargo & Company | 3,906,405 | $367.8M | 0.10% | −946,386−19.5% | Reduced |
| California Public Employees Retirement System | 3,591,996 | $338.2M | 0.24% | −356,337−9.0% | Reduced |
| Canada Pension Plan Investment Board | 3,509,349 | $330.4M | 0.35% | −286,705−7.6% | Reduced |
| HSBC Holdings PLC | 3,363,809 | $316.7M | 0.23% | +21,832+0.7% | Added |
| Deutsche Bank AG | 3,296,794 | $310.4M | 0.14% | +210,578+6.8% | Added |
| Voya Investment Management LLC | 3,040,766 | $286.3M | 0.28% | +2,484,815+446.9% | Added |
| Credit Suisse AG | 3,023,296 | $284.7M | 0.28% | −60,224−2.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,931,728 | $276.1M | 0.19% | −36,551−1.2% | Reduced |
| Alliancebernstein L.P. | 2,900,166 | $273.1M | 0.10% | −40,329−1.4% | Reduced |
| Cullen Capital Management LLC | 2,706,302 | $254.8M | 2.84% | +549,669+25.5% | Added |
| Rhumbline Advisers | 2,511,141 | $236.4M | 0.23% | −23,881−0.9% | Reduced |
| Envestnet Asset Management Inc | 2,412,962 | $227.2M | 0.08% | +489,635+25.5% | Added |
| Ensign Peak Advisors, Inc | 2,276,038 | $214.3M | 0.39% | +15,980+0.7% | Added |
| The PNC Financial Services Group, Inc. | 2,259,448 | $212.7M | 0.15% | +32,698+1.5% | Added |
| Nordea Investment Management AB | 2,224,521 | $208.8M | 0.25% | +306,223+16.0% | Added |
| National Pension Service | 2,055,561 | $193.6M | 0.23% | +33,526+1.7% | Added |
| Neuberger Berman Group LLC | 1,998,960 | $188.2M | 0.16% | +696,052+53.4% | Added |
| California State Teachers Retirement System | 1,984,287 | $186.8M | 0.24% | −3,237−0.2% | Reduced |
| Unisphere Establishment | 1,950,000 | $183.6M | 1.86% | −415,000−17.5% | Reduced |
| Lord, Abbett & Co. LLC | 1,949,578 | $183.6M | 0.59% | −849,624−30.4% | Reduced |
| CI Private Wealth, LLC | 1,856,553 | $174.8M | 0.31% | −8,928−0.5% | Reduced |
| Citigroup Inc | 1,712,317 | $161.2M | 0.18% | +371,633+27.7% | Added |
| Raymond James & Associates | 1,700,118 | $160.1M | 0.11% | +82,147+5.1% | Added |
| Focused Investors LLC | 1,696,200 | $159.7M | 5.00% | −104,150−5.8% | Reduced |
| Focused Investors Fund L P | 1,696,200 | $159.7M | 5.00% | +1,696,200 | New |
| New York State Common Retirement Fund | 1,633,010 | $153.8M | 0.20% | −73,600−4.3% | Reduced |
| Fifth Third Bancorp | 1,611,982 | $151.8M | 0.59% | −163,095−9.2% | Reduced |
| Primecap Management Co | 1,568,714 | $147.7M | 0.11% | −201,490−11.4% | Reduced |
| Macquarie Group Ltd | 1,530,120 | $144.1M | 0.16% | +508,967+49.8% | Added |
| Stifel Financial Corp | 1,525,219 | $143.6M | 0.16% | +126,490+9.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,523,115 | $143.4M | 0.16% | +202,600+15.3% | Added |
| FIL Ltd | 1,506,799 | $141.9M | 0.14% | −146,617−8.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,469,432 | $138.4M | 0.19% | +258,510+21.3% | Added |
| Federated Hermes, Inc. | 1,454,586 | $137.0M | 0.32% | +238,833+19.6% | Added |
| Standard Life Aberdeen plc | 1,440,786 | $135.7M | 0.27% | +55,656+4.0% | Added |
| Great West Life Assurance Co | 1,420,042 | $133.8M | 0.27% | +90,261+6.8% | Added |
| Hamlin Capital Management, LLC | 1,401,133 | $131.9M | 3.90% | +1,241+0.1% | Added |
| State Board of Administration of Florida Retirement System | 1,421,155 | $124.8M | 0.29% | +143,914+11.3% | Added |
| Public Employees Retirement Association of Colorado | 1,301,835 | $122.6M | 0.53% | +1,116,058+600.8% | Added |
| Evercore Wealth Management, LLC | 1,298,565 | $122.3M | 1.92% | +23,960+1.9% | Added |
| Susquehanna International Group, LLP | 1,280,954 | $120.6M | 0.18% | +16,414+1.3% | Added |
| D. E. Shaw & Co., Inc. | 1,278,363 | $120.4M | 0.15% | +979,778+328.1% | Added |
| New York State Teachers Retirement System | 1,264,690 | $119.1M | 0.25% | −46,775−3.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,228,834 | $115.7M | 0.22% | +1,100+0.1% | Added |
| LPL Financial LLC | 1,216,881 | $114.6M | 0.06% | +52,554+4.5% | Added |
| American Century Companies Inc | 1,198,174 | $112.8M | 0.07% | −131,538−9.9% | Reduced |
| Fayez Sarofim & Co | 1,158,776 | $109.1M | 0.33% | −300,634−20.6% | Reduced |
| Tredje AP-fonden | 1,143,073 | $107.6M | 1.12% | +401,000+54.0% | Added |
| Holocene Advisors, LP | 1,134,974 | $106.9M | 0.39% | +762,156+204.4% | Added |
| Commerce Bank | 1,119,184 | $105.4M | 0.70% | +120,252+12.0% | Added |
| Natixis Advisors, L.P. | 1,079,431 | $101.6M | 0.23% | −24,841−2.2% | Reduced |
| Artisan Partners Limited Partnership | 1,056,301 | $99.5M | 0.14% | −3,075−0.3% | Reduced |
| Retirement Systems of Alabama | 1,049,007 | $98.8M | 0.38% | −2,026−0.2% | Reduced |
| Douglas Lane & Associates, LLC | 1,038,765 | $97.8M | 1.38% | −1,650−0.2% | Reduced |
| Millennium Management LLC | 1,037,719 | $97.7M | 0.08% | +441,247+74.0% | Added |
| BNP Paribas Arbitrage, SA | 987,565 | $93.0M | 0.11% | −173,043−14.9% | Reduced |
| Korea Investment CORP | 986,232 | $92.9M | 0.24% | −96,462−8.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 939,065 | $88.4M | 0.23% | +35,114+3.9% | Added |
| Prudential Financial Inc | 933,367 | $87.9M | 0.12% | −640,737−40.7% | Reduced |
| Swedbank AB | 929,887 | $87.6M | 0.12% | +13,025+1.4% | Added |