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 |
|---|---|---|---|---|---|
| Korea Investment CORP | 986,232 | $92.9M | 0.24% | −96,462−8.9% | Reduced |
| BNP Paribas Arbitrage, SA | 987,565 | $93.0M | 0.11% | −173,043−14.9% | Reduced |
| Millennium Management LLC | 1,037,719 | $97.7M | 0.08% | +441,247+74.0% | Added |
| Douglas Lane & Associates, LLC | 1,038,765 | $97.8M | 1.38% | −1,650−0.2% | Reduced |
| Retirement Systems of Alabama | 1,049,007 | $98.8M | 0.38% | −2,026−0.2% | Reduced |
| Artisan Partners Limited Partnership | 1,056,301 | $99.5M | 0.14% | −3,075−0.3% | Reduced |
| Natixis Advisors, L.P. | 1,079,431 | $101.6M | 0.23% | −24,841−2.2% | Reduced |
| Commerce Bank | 1,119,184 | $105.4M | 0.70% | +120,252+12.0% | Added |
| Holocene Advisors, LP | 1,134,974 | $106.9M | 0.39% | +762,156+204.4% | Added |
| Tredje AP-fonden | 1,143,073 | $107.6M | 1.12% | +401,000+54.0% | Added |
| Fayez Sarofim & Co | 1,158,776 | $109.1M | 0.33% | −300,634−20.6% | Reduced |
| American Century Companies Inc | 1,198,174 | $112.8M | 0.07% | −131,538−9.9% | Reduced |
| LPL Financial LLC | 1,216,881 | $114.6M | 0.06% | +52,554+4.5% | Added |
| Adage Capital Partners GP, L.L.C. | 1,228,834 | $115.7M | 0.22% | +1,100+0.1% | Added |
| New York State Teachers Retirement System | 1,264,690 | $119.1M | 0.25% | −46,775−3.6% | Reduced |
| D. E. Shaw & Co., Inc. | 1,278,363 | $120.4M | 0.15% | +979,778+328.1% | Added |
| Susquehanna International Group, LLP | 1,280,954 | $120.6M | 0.18% | +16,414+1.3% | Added |
| Evercore Wealth Management, LLC | 1,298,565 | $122.3M | 1.92% | +23,960+1.9% | Added |
| Public Employees Retirement Association of Colorado | 1,301,835 | $122.6M | 0.53% | +1,116,058+600.8% | Added |
| State Board of Administration of Florida Retirement System | 1,421,155 | $124.8M | 0.29% | +143,914+11.3% | Added |
| Hamlin Capital Management, LLC | 1,401,133 | $131.9M | 3.90% | +1,241+0.1% | Added |
| Great West Life Assurance Co | 1,420,042 | $133.8M | 0.27% | +90,261+6.8% | Added |
| Standard Life Aberdeen plc | 1,440,786 | $135.7M | 0.27% | +55,656+4.0% | Added |
| Federated Hermes, Inc. | 1,454,586 | $137.0M | 0.32% | +238,833+19.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,469,432 | $138.4M | 0.19% | +258,510+21.3% | Added |
| FIL Ltd | 1,506,799 | $141.9M | 0.14% | −146,617−8.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,523,115 | $143.4M | 0.16% | +202,600+15.3% | Added |
| Stifel Financial Corp | 1,525,219 | $143.6M | 0.16% | +126,490+9.0% | Added |
| Macquarie Group Ltd | 1,530,120 | $144.1M | 0.16% | +508,967+49.8% | Added |
| Primecap Management Co | 1,568,714 | $147.7M | 0.11% | −201,490−11.4% | Reduced |
| Fifth Third Bancorp | 1,611,982 | $151.8M | 0.59% | −163,095−9.2% | Reduced |
| New York State Common Retirement Fund | 1,633,010 | $153.8M | 0.20% | −73,600−4.3% | Reduced |
| 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 |
| Raymond James & Associates | 1,700,118 | $160.1M | 0.11% | +82,147+5.1% | Added |
| Citigroup Inc | 1,712,317 | $161.2M | 0.18% | +371,633+27.7% | Added |
| CI Private Wealth, LLC | 1,856,553 | $174.8M | 0.31% | −8,928−0.5% | Reduced |
| Lord, Abbett & Co. LLC | 1,949,578 | $183.6M | 0.59% | −849,624−30.4% | Reduced |
| Unisphere Establishment | 1,950,000 | $183.6M | 1.86% | −415,000−17.5% | Reduced |
| California State Teachers Retirement System | 1,984,287 | $186.8M | 0.24% | −3,237−0.2% | Reduced |
| Neuberger Berman Group LLC | 1,998,960 | $188.2M | 0.16% | +696,052+53.4% | Added |
| National Pension Service | 2,055,561 | $193.6M | 0.23% | +33,526+1.7% | Added |
| Nordea Investment Management AB | 2,224,521 | $208.8M | 0.25% | +306,223+16.0% | Added |
| The PNC Financial Services Group, Inc. | 2,259,448 | $212.7M | 0.15% | +32,698+1.5% | Added |
| Ensign Peak Advisors, Inc | 2,276,038 | $214.3M | 0.39% | +15,980+0.7% | Added |
| Envestnet Asset Management Inc | 2,412,962 | $227.2M | 0.08% | +489,635+25.5% | Added |
| Rhumbline Advisers | 2,511,141 | $236.4M | 0.23% | −23,881−0.9% | Reduced |
| Cullen Capital Management LLC | 2,706,302 | $254.8M | 2.84% | +549,669+25.5% | Added |
| Alliancebernstein L.P. | 2,900,166 | $273.1M | 0.10% | −40,329−1.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,931,728 | $276.1M | 0.19% | −36,551−1.2% | Reduced |
| Credit Suisse AG | 3,023,296 | $284.7M | 0.28% | −60,224−2.0% | Reduced |
| Voya Investment Management LLC | 3,040,766 | $286.3M | 0.28% | +2,484,815+446.9% | Added |
| Deutsche Bank AG | 3,296,794 | $310.4M | 0.14% | +210,578+6.8% | Added |
| HSBC Holdings PLC | 3,363,809 | $316.7M | 0.23% | +21,832+0.7% | Added |
| Canada Pension Plan Investment Board | 3,509,349 | $330.4M | 0.35% | −286,705−7.6% | Reduced |
| California Public Employees Retirement System | 3,591,996 | $338.2M | 0.24% | −356,337−9.0% | Reduced |
| Wells Fargo & Company | 3,906,405 | $367.8M | 0.10% | −946,386−19.5% | Reduced |
| Schroder Investment Management Group | 3,936,453 | $370.7M | 0.44% | +1,591,732+67.9% | Added |
| Royal Bank of Canada | 4,579,519 | $431.2M | 0.11% | −10,393,041−69.4% | Reduced |
| Principal Financial Group Inc | 4,669,089 | $439.6M | 0.26% | −304,456−6.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,215,415 | $491.1M | 0.30% | +2,013,902+62.9% | Added |
| Amundi | 5,717,550 | $521.9M | 0.22% | +293,218+5.4% | Added |
| Capital World Investors | 5,609,164 | $528.2M | 0.09% | −1,598,160−22.2% | Reduced |
| Ontario Teachers Pension Plan Board | 5,816,843 | $547.7M | 5.03% | +316,924+5.8% | Added |
| UBS Asset Management Americas Inc | 5,952,840 | $560.5M | 0.20% | −46,431−0.8% | Reduced |
| Nuveen Asset Management, LLC | 5,960,411 | $561.2M | 0.17% | −1,964,137−24.8% | Reduced |
| Morgan Stanley | 5,977,230 | $562.8M | 0.05% | +145,176+2.5% | Added |
| Franklin Resources Inc | 6,521,133 | $614.0M | 0.19% | −1,905,564−22.6% | Reduced |
| Bank of Montreal | 6,643,561 | $621.4M | 0.32% | +63,000+1.0% | Added |
| Janus Henderson Group PLC | 6,908,721 | $650.5M | 0.35% | −50,102−0.7% | Reduced |
| Boston Partners | 7,151,492 | $673.0M | 0.80% | +57,104+0.8% | Added |
| Legal & General Group Plc | 8,320,355 | $783.4M | 0.23% | −78,335−0.9% | Reduced |
| Dimensional Fund Advisors LP | 8,591,476 | $809.0M | 0.22% | −92,212−1.1% | Reduced |
| Barclays PLC | 8,718,762 | $821.0M | 0.37% | +2,073,167+31.2% | Added |
| UBS Group AG | 8,772,018 | $826.0M | 0.27% | +1,535,188+21.2% | Added |
| Manufacturers Life Insurance Company, The | 9,515,820 | $896.0M | 0.83% | +454,442+5.0% | Added |
| Goldman Sachs Group Inc | 9,874,450 | $929.8M | 0.20% | −1,281,294−11.5% | Reduced |
| Capital Research Global Investors | 10,317,997 | $971.5M | 0.22% | −6,821,626−39.8% | Reduced |
| Charles Schwab Investment Management Inc | 10,873,418 | $1.01B | 0.23% | +2,052,430+23.3% | Added |
| Invesco Ltd. | 11,470,143 | $1.08B | 0.23% | +693,139+6.4% | Added |
| Northern Trust Corp | 11,812,018 | $1.11B | 0.19% | −502,232−4.1% | Reduced |
| Bank of New York Mellon Corp | 12,572,023 | $1.18B | 0.23% | −2,199,755−14.9% | Reduced |
| Price T Rowe Associates Inc | 12,891,605 | $1.21B | 0.15% | −578,116−4.3% | Reduced |
| Norges Bank | 13,266,855 | $1.25B | 0.20% | +2,992,273+29.1% | Added |
| Ameriprise Financial Inc | 13,296,699 | $1.25B | 0.34% | −2,039,253−13.3% | Reduced |
| FMR LLC | 17,261,343 | $1.63B | 0.11% | +9,775+0.1% | Added |
| Massachusetts Financial Services Co | 19,828,106 | $1.87B | 0.56% | −369,126−1.8% | Reduced |
| Fisher Asset Management, LLC | 20,783,077 | $1.96B | 0.91% | +554,743+2.7% | Added |
| Bank of America Corp | 22,733,156 | $2.14B | 0.21% | +1,766,244+8.4% | Added |
| Geode Capital Management, LLC | 24,542,538 | $2.30B | 0.21% | +680,646+2.9% | Added |
| Capital International Investors | 28,481,070 | $2.68B | 0.54% | +3,981,528+16.3% | Added |
| Wellington Management Group LLP | 42,901,669 | $4.04B | 0.72% | +4,450,618+11.6% | Added |
| JPMorgan Chase & Co | 50,279,626 | $4.73B | 0.42% | −9,660,418−16.1% | Reduced |
| BlackRock Inc. | 89,219,481 | $8.40B | 0.20% | −1,279,734−1.4% | Reduced |
| Vanguard Group Inc | 108,436,118 | $10.2B | 0.20% | −606,635−0.6% | Reduced |
| State Street Corp | 111,569,678 | $10.5B | 0.47% | −2,346,167−2.1% | Reduced |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $35.5B | 100.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 590 | – | – | −10,259−94.6% | Reduced |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −441,817−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −310,205−100.0% | Sold out |