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, 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
- 1,798
- +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
- 681 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 | 2,746 | $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, 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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 85,188 | $8.02M | 0.02% | +2,025+2.4% | Added |
| AQR Capital Management LLC | 85,553 | $8.03M | 0.01% | −18,260−17.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 85,489 | $8.05M | 0.96% | +20,810+32.2% | Added |
| Banque Pictet & Cie SA | 85,646 | $8.06M | 0.08% | −807−0.9% | Reduced |
| Cresset Asset Management, LLC | 86,950 | $8.19M | 0.04% | +15,601+21.9% | Added |
| Maryland State Retirement & Pension System | 91,840 | $8.26M | 0.16% | −1,761−1.9% | Reduced |
| Mediolanum International Funds Ltd | 88,808 | $8.30M | 0.14% | +88,808 | New |
| Point72 Asset Management, L.P. | 88,681 | $8.35M | 0.02% | −209,605−70.3% | Reduced |
| Atria Investments LLC | 88,892 | $8.37M | 0.12% | +2,944+3.4% | Added |
| Cornerstone Advisors, LLC | 90,200 | $8.49M | 0.35% | −5,600−5.8% | Reduced |
| Core Alternative Capital | 90,547 | $8.53M | 1.53% | −8,736−8.8% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $8.66M | 0.82% | 00.0% | Unchanged |
| Banco Santander, S.A. | 92,122 | $8.67M | 0.10% | −1,405−1.5% | Reduced |
| Natixis | 92,602 | $8.72M | 0.05% | −767,574−89.2% | Reduced |
| Howe & Rusling Inc | 92,874 | $8.75M | 0.84% | +1,669+1.8% | Added |
| Liontrust Investment Partners LLP | 93,000 | $8.76M | 0.12% | −2,000−2.1% | Reduced |
| Brinker Capital Investments, LLC | 93,444 | $8.80M | 0.09% | −61−0.1% | Reduced |
| Orion Portfolio Solutions, LLC | 93,444 | $8.80M | 0.09% | −61−0.1% | Reduced |
| Citadel Advisors LLC | 93,831 | $8.84M | 0.01% | −218,555−70.0% | Reduced |
| Ziegler Capital Management, LLC | 94,467 | $8.89M | 0.34% | −3,241−3.3% | Reduced |
| Aptus Capital Advisors, LLC | 94,617 | $8.91M | 0.19% | +7,526+8.6% | Added |
| JustInvest LLC | 94,877 | $8.93M | 0.19% | +17,784+23.1% | Added |
| Steel Peak Wealth Management LLC | 94,938 | $8.94M | 0.46% | +5,965+6.7% | Added |
| Kentucky Retirement Systems | 95,141 | $8.96M | 0.27% | −5,977−5.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 95,845 | $9.02M | 0.03% | +12,750+15.3% | Added |
| Wealthfront Advisers LLC | 95,946 | $9.03M | 0.03% | +1,342+1.4% | Added |
| Bokf, NA | 96,595 | $9.03M | 0.16% | +43,417+81.6% | Added |
| Kestra Advisory Services, LLC | 96,333 | $9.07M | 0.06% | +12,574+15.0% | Added |
| Balyasny Asset Management LLC | 96,380 | $9.08M | 0.02% | −54,704−36.2% | Reduced |
| General Pension Society PZU Joint Stock Co | 97,369 | $9.17M | 2.57% | 00.0% | Unchanged |
| GWM Advisors LLC | 98,152 | $9.24M | 0.08% | −19,362−16.5% | Reduced |
| Groupama Asset Managment | 78,475 | $9.28M | 0.17% | −30,364−27.9% | Reduced |
| Private Advisor Group, LLC | 99,158 | $9.34M | 0.07% | +10,859+12.3% | Added |
| Quantitative Investment Management, LLC | 100,935 | $9.50M | 0.56% | +100,935 | New |
| B. Metzler seel. Sohn & Co. AG | 101,949 | $9.60M | 0.11% | +18,598+22.3% | Added |
| New Republic Capital, LLC | 102,103 | $9.61M | 6.10% | +230+0.2% | Added |
| Lowe Brockenbrough & Co Inc | 102,655 | $9.67M | 0.65% | +15,080+17.2% | Added |
| Gulf International Bank (UK) Ltd | 103,583 | $9.75M | 0.25% | +656+0.6% | Added |
| Ieq Capital, LLC | 104,840 | $9.87M | 0.14% | +3,823+3.8% | Added |
| Greystone Financial Group, LLC | 105,819 | $9.96M | 1.99% | +2,411+2.3% | Added |
| Credit Agricole S A | 110,744 | $10.0M | 0.17% | +95,919+647.0% | Added |
| Oregon Public Employees Retirement Fund | 107,092 | $10.1M | 0.20% | +8,494+8.6% | Added |
| Thompson Siegel & Walmsley LLC | 107,172 | $10.1M | 0.16% | +20,500+23.7% | Added |
| Boston Common Asset Management, LLC | 108,287 | $10.2M | 0.24% | −86,644−44.4% | Reduced |
| Capital Analysts, LLC | 109,018 | $10.3M | 0.48% | +1,503+1.4% | Added |
| Earnest Partners LLC | 109,069 | $10.3M | 0.05% | −111,429−50.5% | Reduced |
| Illinois Municipal Retirement Fund | 111,005 | $10.5M | 0.16% | +49,729+81.2% | Added |
| Elo Mutual Pension Insurance Co | 112,477 | $10.6M | 0.25% | +3,979+3.7% | Added |
| DuPont Capital Management Corp | 112,672 | $10.6M | 0.88% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 112,818 | $10.6M | 0.14% | +93,812+493.6% | Added |
| Svenska Handelsbanken AB (publ) | 114,745 | $10.8M | 3.41% | +114,745 | New |
| Achmea Investment Management B.V. | 115,285 | $10.9M | 0.21% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 115,426 | $10.9M | 0.99% | +115,426 | New |
| Socorro Asset Management LP | 115,933 | $10.9M | 4.17% | +3,020+2.7% | Added |
| Nixon Peabody Trust Co | 115,965 | $10.9M | 1.00% | +6,102+5.6% | Added |
| SPX Equities Gestao de Recursos Ltda | 117,610 | $11.1M | 0.97% | +117,610 | New |
| Intact Investment Management Inc. | 118,800 | $11.2M | 0.44% | +38,000+47.0% | Added |
| Ethic Inc. | 119,526 | $11.3M | 0.28% | +27,897+30.4% | Added |
| Grassi Investment Management | 120,750 | $11.4M | 1.03% | −475−0.4% | Reduced |
| ING Groep NV | 121,563 | $11.4M | 0.08% | +121,563 | New |
| Captrust Financial Advisors | 122,065 | $11.5M | 0.04% | −45,813−27.3% | Reduced |
| Kestra Private Wealth Services, LLC | 122,157 | $11.5M | 0.26% | +10,253+9.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 125,000 | $11.8M | 0.04% | −123,168−49.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 125,000 | $11.8M | 0.04% | +14,175+12.8% | Added |
| CWM, LLC | 125,198 | $11.8M | 0.06% | +4,582+3.8% | Added |
| Eagle Capital Management LLC | 125,918 | $11.9M | 0.05% | −2,899−2.3% | Reduced |
| Daiwa Securities Group Inc. | 126,014 | $11.9M | 0.07% | +7,873+6.7% | Added |
| Oak Harvest Investment Services | 127,507 | $12.0M | 1.99% | +45,933+56.3% | Added |
| Viking Fund Management LLC | 130,150 | $12.3M | 2.22% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 130,780 | $12.3M | 0.20% | −17,663−11.9% | Reduced |
| Trexquant Investment LP | 134,875 | $12.7M | 0.25% | +134,875 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 135,734 | $12.8M | 0.16% | +4,790+3.7% | Added |
| Colony Group, LLC | 136,367 | $12.8M | 0.10% | +129,842+1,989.9% | Added |
| Calamos Wealth Management LLC | 136,404 | $12.8M | 0.72% | −251−0.2% | Reduced |
| Fred Alger Management, LLC | 138,383 | $13.0M | 0.06% | +15,600+12.7% | Added |
| Capital International Inc | 138,482 | $13.0M | 0.18% | +25,344+22.4% | Added |
| Greenwich Wealth Management LLC | 139,564 | $13.1M | 1.05% | +115,098+470.4% | Added |
| Northwestern Mutual Wealth Management Co | 140,484 | $13.2M | 0.01% | −6,387−4.3% | Reduced |
| Nissay Asset Management Corp | 142,048 | $13.4M | 0.09% | −2,456−1.7% | Reduced |
| Argent Trust Co | 143,932 | $13.6M | 0.61% | −1,645−1.1% | Reduced |
| British Columbia Investment Management Corp | 147,466 | $13.9M | 0.10% | +4,416+3.1% | Added |
| Wesbanco Bank Inc | 149,007 | $14.0M | 0.53% | +38,684+35.1% | Added |
| State of Alaska, Department of Revenue | 149,022 | $14.0M | 0.16% | −4,840−3.1% | Reduced |
| Telos Capital Management, Inc. | 149,252 | $14.1M | 1.58% | +8,099+5.7% | Added |
| Scotia Capital Inc. | 151,196 | $14.2M | 0.08% | +2,532+1.7% | Added |
| Prudential PLC | 154,441 | $14.5M | 0.12% | +69,808+82.5% | Added |
| FineMark National Bank & Trust | 155,363 | $14.6M | 0.54% | +2,481+1.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 155,447 | $14.6M | 0.04% | −7,392−4.5% | Reduced |
| Janney Capital Management LLC | 155,987 | $14.7M | 0.98% | +152,948+5,032.8% | Added |
| Pittenger & Anderson Inc | 156,160 | $14.7M | 0.60% | −130−0.1% | Reduced |
| Glenmede Trust Co NA | 156,809 | $14.8M | 0.07% | −4,754−2.9% | Reduced |
| Easterly Investment Partners LLC | 157,569 | $14.8M | 1.13% | +30,593+24.1% | Added |
| Mercer Global Advisors Inc | 160,051 | $15.1M | 0.04% | −4,869−3.0% | Reduced |
| Pathstone Holdings, LLC | 160,287 | $15.1M | 0.07% | −13,890−8.0% | Reduced |
| Appleton Partners Inc | 162,241 | $15.3M | 1.19% | +4,661+3.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 163,628 | $15.4M | 0.35% | −15,467−8.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 164,559 | $15.5M | 0.06% | −13,114−7.4% | Reduced |
| Blair William & Co | 164,752 | $15.5M | 0.05% | +2,748+1.7% | Added |
| Teacher Retirement System of Texas | 167,686 | $15.8M | 0.10% | −101,834−37.8% | Reduced |
| Grand Jean Capital Management Inc | 168,170 | $15.8M | 4.18% | +6,776+4.2% | Added |