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
- 1,798
- +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 | 2,745 | $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, 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 |
|---|---|---|---|---|---|
| Creative Planning | 169,552 | $16.0M | 0.02% | +17,052+11.2% | Added |
| CTC LLC | 172,183 | $16.2M | 0.27% | +172,183 | New |
| Xponance, Inc. | 172,984 | $16.3M | 0.17% | +9,453+5.8% | Added |
| Peapack Gladstone Financial Corp | 174,000 | $16.4M | 0.26% | +21,119+13.8% | Added |
| TCG Advisory Services, LLC | 174,959 | $16.5M | 0.91% | +4,841+2.8% | Added |
| Edgar Lomax Co | 175,255 | $16.5M | 1.02% | +5,580+3.3% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 176,724 | $16.6M | 3.48% | +176,724 | New |
| NorthCrest Asset Manangement, LLC | 179,810 | $16.9M | 0.58% | +4,695+2.7% | Added |
| Guggenheim Capital LLC | 181,072 | $17.0M | 0.12% | −13,163−6.8% | Reduced |
| Nexus Investment Management ULC | 182,027 | $17.1M | 1.65% | +10,686+6.2% | Added |
| Yousif Capital Management, LLC | 182,509 | $17.2M | 0.19% | −3,476−1.9% | Reduced |
| Candriam Luxembourg S.C.A. | 183,615 | $17.3M | 0.11% | −42,637−18.8% | Reduced |
| Advisor Group Holdings, Inc. | 183,922 | $17.3M | 0.04% | −110,157−37.5% | Reduced |
| Pacific Heights Asset Management LLC | 185,000 | $17.4M | 1.43% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 185,308 | $17.4M | 0.19% | −3,438−1.8% | Reduced |
| MAI Capital Management | 186,663 | $17.6M | 0.18% | +9,246+5.2% | Added |
| Bridger Management, LLC | 187,714 | $17.7M | 7.97% | +5,800+3.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $17.7M | 0.22% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 189,600 | $17.9M | 0.18% | −8,108−4.1% | Reduced |
| Gamco Investors, Inc. Et Al | 189,710 | $17.9M | 0.18% | −16,999−8.2% | Reduced |
| Moore Capital Management, LP | 190,190 | $17.9M | 0.37% | +190,190 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 192,233 | $18.1M | 0.20% | +8,800+4.8% | Added |
| Cinctive Capital Management LP | 193,570 | $18.2M | 0.94% | +5,199+2.8% | Added |
| O'Shaughnessy Asset Management, LLC | 194,537 | $18.3M | 0.20% | +19,872+11.4% | Added |
| Worldquant Millennium Advisors LLC | 196,484 | $18.5M | 0.23% | +54,302+38.2% | Added |
| Public Sector Pension Investment Board | 197,110 | $18.6M | 0.13% | −185−0.1% | Reduced |
| Brown Advisory Inc | 198,053 | $18.6M | 0.02% | +52,221+35.8% | Added |
| Copeland Capital Management, LLC | 198,591 | $18.7M | 0.34% | +57,455+40.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 200,512 | $18.9M | 3.27% | −171−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 200,572 | $18.9M | 0.04% | −145,596−42.1% | Reduced |
| Diamond Hill Capital Management Inc | 202,252 | $19.0M | 0.08% | 00.0% | Unchanged |
| Utah Retirement Systems | 202,968 | $19.1M | 0.22% | −5,700−2.7% | Reduced |
| Camden Capital, LLC | 203,251 | $19.1M | 1.70% | +730.0% | Added |
| LVM Capital Management Ltd | 204,310 | $19.2M | 2.27% | +2,660+1.3% | Added |
| First Trust Advisors LP | 207,912 | $19.6M | 0.02% | −1,943,096−90.3% | Reduced |
| CIBC Asset Management Inc | 210,242 | $19.8M | 0.07% | +11,574+5.8% | Added |
| Moody Lynn & Lieberson, LLC | 210,631 | $19.8M | 1.33% | −8,356−3.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 210,951 | $19.9M | 1.57% | −7,000−3.2% | Reduced |
| USS Investment Management Ltd | 212,195 | $20.0M | 0.16% | +6,015+2.9% | Added |
| Payden & Rygel | 212,600 | $20.0M | 1.37% | −128,100−37.6% | Reduced |
| Payden & Rygel Investment Group | 212,600 | $20.0M | 1.37% | +212,600 | New |
| Cetera Investment Advisers | 223,668 | $20.3M | 0.05% | +119,633+115.0% | Added |
| Bailard, Inc. | 215,988 | $20.3M | 0.56% | −177−0.1% | Reduced |
| Czech National Bank | 220,453 | $20.8M | 0.27% | −933−0.4% | Reduced |
| Chartwell Investment Partners, LLC | 221,706 | $20.9M | 0.72% | +1,744+0.8% | Added |
| QRG Capital Management, Inc. | 224,109 | $21.1M | 0.27% | −21,918−8.9% | Reduced |
| Abner Herrman & Brock LLC | 224,219 | $21.1M | 2.64% | +43,115+23.8% | Added |
| Edge Capital Group, LLC | 224,451 | $21.1M | 1.05% | +13,186+6.2% | Added |
| Assetmark, Inc | 227,242 | $21.4M | 0.07% | +11,694+5.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 229,079 | $21.4M | 0.25% | −237,995−51.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 244,126 | $21.5M | 0.05% | +15,129+6.6% | Added |
| RMB Capital Management, LLC | 228,243 | $21.5M | 0.49% | +135+0.1% | Added |
| Ossiam | 229,007 | $21.6M | 0.38% | −139,103−37.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 229,645 | $21.6M | 0.93% | +3,806+1.7% | Added |
| Cerity Partners LLC | 230,294 | $21.7M | 0.06% | +73,783+47.1% | Added |
| Baird Financial Group, Inc. | 231,561 | $21.8M | 0.05% | +15,159+7.0% | Added |
| Connors Investor Services Inc | 235,830 | $22.2M | 2.34% | +608+0.3% | Added |
| Two Sigma Investments, LP | 237,347 | $22.3M | 0.05% | +237,347 | New |
| Annex Advisory Services, LLC | 238,497 | $22.5M | 0.80% | +25,575+12.0% | Added |
| Hallmark Capital Management Inc | 238,584 | $22.5M | 1.69% | −4,425−1.8% | Reduced |
| Capital Group Private Client Services, Inc. | 238,839 | $22.5M | 0.23% | +165,204+224.4% | Added |
| Ninety One UK Ltd | 238,947 | $22.5M | 0.06% | −8,008−3.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 240,428 | $22.6M | 0.11% | −24,575−9.3% | Reduced |
| ProShare Advisors LLC | 242,711 | $22.9M | 0.06% | −18,232−7.0% | Reduced |
| MML Investors Services, LLC | 243,929 | $23.0M | 0.09% | +22,791+10.3% | Added |
| TD Waterhouse Canada Inc. | 237,046 | $23.3M | 0.17% | −43,881−15.6% | Reduced |
| IFM Investors Pty Ltd | 249,002 | $23.4M | 0.26% | −2,351−0.9% | Reduced |
| Bornite Capital Management LP | 250,000 | $23.5M | 3.94% | +250,000 | New |
| Crossmark Global Holdings, Inc. | 251,840 | $23.7M | 0.45% | +9,469+3.9% | Added |
| Amalgamated Bank | 254,342 | $23.9M | 0.20% | −45,692−15.2% | Reduced |
| Bollard Group LLC | 255,874 | $24.1M | 0.73% | +3,667+1.5% | Added |
| Maple Capital Management, Inc. | 257,220 | $24.2M | 2.20% | +6,864+2.7% | Added |
| Keybank National Association | 257,678 | $24.3M | 0.10% | −4,937−1.9% | Reduced |
| Umb Bank N A | 264,798 | $24.9M | 0.39% | −276,574−51.1% | Reduced |
| Nomura Holdings Inc | 265,085 | $25.0M | 0.20% | +131,225+98.0% | Added |
| Gabelli Funds LLC | 265,521 | $25.0M | 0.18% | −5,950−2.2% | Reduced |
| NFJ Investment Group, LLC | 267,069 | $25.1M | 0.69% | −195−0.1% | Reduced |
| Bank of Nova Scotia | 267,907 | $25.2M | 0.05% | −555,596−67.5% | Reduced |
| Heritage Investors Management Corp | 269,887 | $25.4M | 0.90% | +4,328+1.6% | Added |
| Harvest Portfolios Group Inc. | 274,191 | $25.8M | 1.01% | −8,384−3.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 275,024 | $25.9M | 0.18% | −1,734−0.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 276,473 | $26.0M | 0.65% | −139,887−33.6% | Reduced |
| Blue Chip Partners, Inc. | 276,979 | $26.1M | 2.53% | +4,514+1.7% | Added |
| Mackenzie Financial Corp | 282,741 | $26.6M | 0.04% | +15,224+5.7% | Added |
| Texas Permanent School Fund | 289,535 | $27.3M | 0.22% | −559−0.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 290,600 | $27.4M | 0.20% | +290,600 | New |
| MetLife Investment Management | 291,719 | $27.5M | 0.18% | −13,887−4.5% | Reduced |
| CIBC Private Wealth Group, LLC | 296,262 | $27.7M | 0.05% | −362,822−55.0% | Reduced |
| Forsta Ap-Fonden | 297,163 | $28.0M | 0.24% | +49,100+19.8% | Added |
| SG Americas Securities, LLC | 298,806 | $28.1M | 0.14% | +239,835+406.7% | Added |
| Oppenheimer Asset Management Inc. | 300,089 | $28.3M | 0.41% | −40,167−11.8% | Reduced |
| Adams Diversified Equity Fund, Inc. | 302,269 | $28.5M | 1.01% | −44,800−12.9% | Reduced |
| Erste Asset Management GmbH | 306,256 | $28.7M | 0.39% | +37,928+14.1% | Added |
| Matrix Asset Advisors Inc | 305,900 | $28.8M | 3.44% | −508−0.2% | Reduced |
| KBC Group NV | 310,921 | $29.3M | 0.09% | −316,599−50.5% | Reduced |
| Vontobel Holding Ltd. | 313,929 | $29.6M | 0.24% | +12,584+4.2% | Added |
| Varma Mutual Pension Insurance Co | 318,700 | $30.0M | 0.26% | +264,500+488.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 322,065 | $30.3M | 1.85% | −7,488−2.3% | Reduced |
| Janney Montgomery Scott LLC | 325,519 | $30.7M | 0.09% | −14,388−4.2% | Reduced |
| Degroof Petercam Asset Management | 330,200 | $31.1M | 0.37% | −2,800−0.8% | Reduced |