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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 330,400 | $31.1M | 0.05% | +152,854+86.1% | Added |
| GW&K Investment Management, LLC | 331,355 | $31.2M | 0.28% | −3,585−1.1% | Reduced |
| Chilton Capital Management LLC | 331,500 | $31.2M | 1.48% | +23,792+7.7% | Added |
| Comerica Bank | 334,715 | $31.5M | 0.14% | +3,016+0.9% | Added |
| CIBC World Markets Corp | 335,362 | $31.6M | 0.21% | −55,623−14.2% | Reduced |
| State of Michigan Retirement System | 343,226 | $32.3M | 0.17% | −2,800−0.8% | Reduced |
| Madison Asset Management, LLC | 346,088 | $32.6M | 0.40% | +9,902+2.9% | Added |
| Swiss Life Asset Management Ltd | 346,186 | $32.6M | 0.45% | +116,691+50.8% | Added |
| Nomura Asset Management Co Ltd | 350,693 | $33.0M | 0.12% | +8,961+2.6% | Added |
| Arizona State Retirement System | 353,251 | $33.3M | 0.23% | +3,619+1.0% | Added |
| Quadrature Capital Ltd | 357,794 | $33.7M | 0.58% | +357,794 | New |
| Gradient Investments LLC | 363,672 | $34.2M | 0.79% | +14,973+4.3% | Added |
| Ferguson Wellman Capital Management, Inc | 364,451 | $34.3M | 0.70% | −11,610−3.1% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $34.8M | 2.03% | 00.0% | Unchanged |
| Fiduciary Trust Co | 376,469 | $35.4M | 0.54% | −2,012−0.5% | Reduced |
| American International Group, Inc. | 376,736 | $35.5M | 0.13% | −5,759−1.5% | Reduced |
| Hosking Partners LLP | 380,009 | $35.8M | 1.32% | −1,138−0.3% | Reduced |
| Todd Asset Management LLC | 385,793 | $36.3M | 0.74% | −29,518−7.1% | Reduced |
| Renaissance Technologies LLC | 396,983 | $37.4M | 0.06% | +396,983 | New |
| Teewinot Capital Advisers, L.L.C. | 397,039 | $37.4M | 3.92% | +89,527+29.1% | Added |
| Atalanta Sosnoff Capital, LLC | 398,265 | $37.5M | 0.87% | +24,579+6.6% | Added |
| Conning Inc. | 403,643 | $37.9M | 1.24% | +15,827+4.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 403,112 | $38.0M | 0.06% | +38,400+10.5% | Added |
| Rockefeller Capital Management L.P. | 406,712 | $38.3M | 0.11% | +132,252+48.2% | Added |
| AXA S.A. | 410,401 | $38.6M | 0.12% | −19,051−4.4% | Reduced |
| HRT Financial LP | 411,698 | $38.8M | 0.24% | +385,379+1,464.3% | Added |
| Resona Asset Management Co.,Ltd. | 420,623 | $39.6M | 0.24% | +420,623 | New |
| Commonwealth Equity Services, LLC | 422,167 | $39.8M | 0.07% | −482−0.1% | Reduced |
| State of Tennessee, Treasury Department | 422,231 | $39.8M | 0.15% | −4,620−1.1% | Reduced |
| Handelsbanken Fonder AB | 425,764 | $40.1M | 0.17% | +33,100+8.4% | Added |
| Caisse de Depot Et Placement du Quebec | 426,227 | $40.1M | 0.10% | +211,227+98.2% | Added |
| Rokos Capital Management LLP | 437,819 | $41.2M | 1.06% | +437,819 | New |
| Rafferty Asset Management, LLC | 440,647 | $41.5M | 0.15% | −7,330−1.6% | Reduced |
| Clark Capital Management Group, Inc. | 441,466 | $41.6M | 0.31% | −299,400−40.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 443,330 | $41.7M | 0.67% | +600.0% | Added |
| STRS Ohio | 446,944 | $42.1M | 0.17% | −26,929−5.7% | Reduced |
| Agf Management Ltd | 447,878 | $42.2M | 0.23% | +47,586+11.9% | Added |
| Jane Street Group, LLC | 447,887 | $42.2M | 0.05% | −1,111,255−71.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 452,719 | $42.6M | 0.15% | −132,725−22.7% | Reduced |
| Capital Advisors Inc | 464,066 | $43.7M | 0.94% | −117,771−20.2% | Reduced |
| Pinnacle Associates Ltd | 464,290 | $43.7M | 0.69% | −7,494−1.6% | Reduced |
| Squarepoint Ops LLC | 466,006 | $43.9M | 0.18% | +284,903+157.3% | Added |
| CIBC World Markets Inc. | 469,460 | $44.2M | 0.11% | −59,922−11.3% | Reduced |
| Nisa Investment Advisors, LLC | 479,240 | $45.1M | 0.29% | −503−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 484,659 | $45.6M | 0.41% | −45,220−8.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 530,207 | $47.3M | 1.17% | +18,909+3.7% | Added |
| Asset Management One Co.,Ltd. | 503,573 | $47.4M | 0.18% | −34,046−6.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 508,849 | $47.9M | 1.12% | 00.0% | Unchanged |
| SEI Investments Co | 517,891 | $48.8M | 0.07% | +9,883+1.9% | Added |
| Treasurer of the State of North Carolina | 526,544 | $49.6M | 0.22% | −11,980−2.2% | Reduced |
| Gateway Investment Advisers LLC | 528,822 | $49.8M | 0.57% | +1320.0% | Added |
| Man Group plc | 533,459 | $50.2M | 0.14% | +235,410+79.0% | Added |
| LGT Capital Partners Ltd. | 550,580 | $51.8M | 1.62% | +334,000+154.2% | Added |
| Twin Tree Management, LP | 556,732 | $52.4M | 1.19% | +315,777+131.1% | Added |
| Employees Retirement System of Texas | 564,000 | $53.1M | 0.58% | 00.0% | Unchanged |
| Danske Bank A/S | 567,323 | $53.4M | 0.17% | +567,323 | New |
| Toronto Dominion Bank | 572,041 | $53.9M | 0.08% | −1,183,652−67.4% | Reduced |
| Public Employees Retirement System of Ohio | 576,293 | $54.3M | 0.21% | −56,667−9.0% | Reduced |
| Royal London Asset Management Ltd | 589,574 | $55.5M | 0.14% | −1,008−0.2% | Reduced |
| Aviva PLC | 591,852 | $55.7M | 0.18% | +8,094+1.4% | Added |
| Kames Capital plc | 603,083 | $56.8M | 0.85% | +19,536+3.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 608,511 | $57.3M | 3.15% | +16,351+2.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 610,501 | $57.5M | 0.13% | −47,222−7.2% | Reduced |
| TCW Group Inc | 613,295 | $57.7M | 0.58% | +146,278+31.3% | Added |
| Victory Capital Management Inc | 622,189 | $58.6M | 0.06% | +47,884+8.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 635,457 | $59.8M | 0.26% | +138,219+27.8% | Added |
| TD Asset Management Inc | 637,589 | $60.0M | 0.06% | −1,876,189−74.6% | Reduced |
| Pictet Asset Management Holding SA | 638,712 | $60.1M | 0.07% | −15,416−2.4% | Reduced |
| National Bank of Canada | 613,352 | $60.3M | 0.10% | −171,284−21.8% | Reduced |
| Mariner, LLC | 645,714 | $60.8M | 0.13% | −1,106−0.2% | Reduced |
| Clearbridge Investments, LLC | 649,871 | $61.2M | 0.05% | −24,184−3.6% | Reduced |
| Thrivent Financial for Lutherans | 657,387 | $61.9M | 0.12% | −1,212−0.2% | Reduced |
| Factory Mutual Insurance Co | 670,050 | $63.1M | 0.72% | 00.0% | Unchanged |
| AMF Pensionsforsakring AB | 686,109 | $64.6M | 0.49% | −36,639−5.1% | Reduced |
| Rathbone Brothers plc | 686,897 | $64.7M | 0.37% | +60,241+9.6% | Added |
| DekaBank Deutsche Girozentrale | 692,784 | $64.7M | 0.12% | −3,921−0.6% | Reduced |
| HighTower Advisors, LLC | 687,823 | $64.8M | 0.11% | −96,505−12.3% | Reduced |
| State of Wisconsin Investment Board | 693,610 | $65.3M | 0.17% | +533+0.1% | Added |
| Calamos Advisors LLC | 695,191 | $65.5M | 0.32% | −46,329−6.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 698,226 | $65.7M | 0.22% | −12,320−1.7% | Reduced |
| State of New Jersey Common Pension Fund D | 710,927 | $66.9M | 0.20% | 00.0% | Unchanged |
| Truist Financial Corp | 719,784 | $67.8M | 0.10% | −309,839−30.1% | Reduced |
| Chilton Investment Co LLC | 741,963 | $69.9M | 1.91% | +329,508+79.9% | Added |
| Pzena Investment Management LLC | 751,834 | $70.8M | 0.24% | +2,043+0.3% | Added |
| UniSuper Management Pty Ltd | 754,631 | $71.1M | 0.68% | +17,623+2.4% | Added |
| Storebrand Asset Management AS | 767,151 | $72.2M | 0.25% | +1,753+0.2% | Added |
| Bessemer Group Inc | 779,451 | $73.4M | 0.13% | +633,319+433.4% | Added |
| US Bancorp | 783,886 | $73.8M | 0.10% | +17,355+2.3% | Added |
| DnB Asset Management AS | 809,645 | $76.2M | 0.40% | +92,753+12.9% | Added |
| RBF Capital, LLC | 810,432 | $76.3M | 4.29% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 850,449 | $80.1M | 0.14% | +755,436+795.1% | Added |
| Brandywine Global Investment Management, LLC | 864,282 | $81.4M | 0.59% | −6,156−0.7% | Reduced |
| M&T Bank Corp | 867,706 | $81.7M | 0.28% | +28,473+3.4% | Added |
| Capital Fund Management S.A. | 874,685 | $82.4M | 1.01% | +231,652+36.0% | Added |
| Russell Investments Group, Ltd. | 886,705 | $83.4M | 0.13% | −40,735−4.4% | Reduced |
| Allianz Asset Management GmbH | 917,521 | $86.4M | 0.15% | +613,109+201.4% | Added |
| Aristotle Capital Management, LLC | 927,000 | $87.3M | 0.16% | 00.0% | Unchanged |
| Swedbank AB | 929,887 | $87.6M | 0.12% | +13,025+1.4% | Added |
| Prudential Financial Inc | 933,367 | $87.9M | 0.12% | −640,737−40.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 939,065 | $88.4M | 0.23% | +35,114+3.9% | Added |