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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | 927,000 | $87.3M | 0.16% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 917,521 | $86.4M | 0.15% | +613,109+201.4% | Added |
| Russell Investments Group, Ltd. | 886,705 | $83.4M | 0.13% | −40,735−4.4% | Reduced |
| Capital Fund Management S.A. | 874,685 | $82.4M | 1.01% | +231,652+36.0% | Added |
| M&T Bank Corp | 867,706 | $81.7M | 0.28% | +28,473+3.4% | Added |
| Brandywine Global Investment Management, LLC | 864,282 | $81.4M | 0.59% | −6,156−0.7% | Reduced |
| Qube Research & Technologies Ltd | 850,449 | $80.1M | 0.14% | +755,436+795.1% | Added |
| RBF Capital, LLC | 810,432 | $76.3M | 4.29% | 00.0% | Unchanged |
| DnB Asset Management AS | 809,645 | $76.2M | 0.40% | +92,753+12.9% | Added |
| US Bancorp | 783,886 | $73.8M | 0.10% | +17,355+2.3% | Added |
| Bessemer Group Inc | 779,451 | $73.4M | 0.13% | +633,319+433.4% | Added |
| Storebrand Asset Management AS | 767,151 | $72.2M | 0.25% | +1,753+0.2% | Added |
| UniSuper Management Pty Ltd | 754,631 | $71.1M | 0.68% | +17,623+2.4% | Added |
| Pzena Investment Management LLC | 751,834 | $70.8M | 0.24% | +2,043+0.3% | Added |
| Chilton Investment Co LLC | 741,963 | $69.9M | 1.91% | +329,508+79.9% | Added |
| Truist Financial Corp | 719,784 | $67.8M | 0.10% | −309,839−30.1% | Reduced |
| State of New Jersey Common Pension Fund D | 710,927 | $66.9M | 0.20% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 698,226 | $65.7M | 0.22% | −12,320−1.7% | Reduced |
| Calamos Advisors LLC | 695,191 | $65.5M | 0.32% | −46,329−6.2% | Reduced |
| State of Wisconsin Investment Board | 693,610 | $65.3M | 0.17% | +533+0.1% | Added |
| HighTower Advisors, LLC | 687,823 | $64.8M | 0.11% | −96,505−12.3% | Reduced |
| DekaBank Deutsche Girozentrale | 692,784 | $64.7M | 0.12% | −3,921−0.6% | Reduced |
| Rathbone Brothers plc | 686,897 | $64.7M | 0.37% | +60,241+9.6% | Added |
| AMF Pensionsforsakring AB | 686,109 | $64.6M | 0.49% | −36,639−5.1% | Reduced |
| Factory Mutual Insurance Co | 670,050 | $63.1M | 0.72% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 657,387 | $61.9M | 0.12% | −1,212−0.2% | Reduced |
| Clearbridge Investments, LLC | 649,871 | $61.2M | 0.05% | −24,184−3.6% | Reduced |
| Mariner, LLC | 645,714 | $60.8M | 0.13% | −1,106−0.2% | Reduced |
| National Bank of Canada | 613,352 | $60.3M | 0.10% | −171,284−21.8% | Reduced |
| Pictet Asset Management Holding SA | 638,712 | $60.1M | 0.07% | −15,416−2.4% | Reduced |
| TD Asset Management Inc | 637,589 | $60.0M | 0.06% | −1,876,189−74.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 635,457 | $59.8M | 0.26% | +138,219+27.8% | Added |
| Victory Capital Management Inc | 622,189 | $58.6M | 0.06% | +47,884+8.3% | Added |
| TCW Group Inc | 613,295 | $57.7M | 0.58% | +146,278+31.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 610,501 | $57.5M | 0.13% | −47,222−7.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 608,511 | $57.3M | 3.15% | +16,351+2.8% | Added |
| Kames Capital plc | 603,083 | $56.8M | 0.85% | +19,536+3.3% | Added |
| Aviva PLC | 591,852 | $55.7M | 0.18% | +8,094+1.4% | Added |
| Royal London Asset Management Ltd | 589,574 | $55.5M | 0.14% | −1,008−0.2% | Reduced |
| Public Employees Retirement System of Ohio | 576,293 | $54.3M | 0.21% | −56,667−9.0% | Reduced |
| Toronto Dominion Bank | 572,041 | $53.9M | 0.08% | −1,183,652−67.4% | Reduced |
| Danske Bank A/S | 567,323 | $53.4M | 0.17% | +567,323 | New |
| Employees Retirement System of Texas | 564,000 | $53.1M | 0.58% | 00.0% | Unchanged |
| Twin Tree Management, LP | 556,732 | $52.4M | 1.19% | +315,777+131.1% | Added |
| LGT Capital Partners Ltd. | 550,580 | $51.8M | 1.62% | +334,000+154.2% | Added |
| Man Group plc | 533,459 | $50.2M | 0.14% | +235,410+79.0% | Added |
| Gateway Investment Advisers LLC | 528,822 | $49.8M | 0.57% | +1320.0% | Added |
| Treasurer of the State of North Carolina | 526,544 | $49.6M | 0.22% | −11,980−2.2% | Reduced |
| SEI Investments Co | 517,891 | $48.8M | 0.07% | +9,883+1.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 508,849 | $47.9M | 1.12% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 503,573 | $47.4M | 0.18% | −34,046−6.3% | Reduced |
| Lazard Freres Gestion S.A.S. | 530,207 | $47.3M | 1.17% | +18,909+3.7% | Added |
| Teachers Retirement System of the State of Kentucky | 484,659 | $45.6M | 0.41% | −45,220−8.5% | Reduced |
| Nisa Investment Advisors, LLC | 479,240 | $45.1M | 0.29% | −503−0.1% | Reduced |
| CIBC World Markets Inc. | 469,460 | $44.2M | 0.11% | −59,922−11.3% | Reduced |
| Squarepoint Ops LLC | 466,006 | $43.9M | 0.18% | +284,903+157.3% | Added |
| Pinnacle Associates Ltd | 464,290 | $43.7M | 0.69% | −7,494−1.6% | Reduced |
| Capital Advisors Inc | 464,066 | $43.7M | 0.94% | −117,771−20.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 452,719 | $42.6M | 0.15% | −132,725−22.7% | Reduced |
| Jane Street Group, LLC | 447,887 | $42.2M | 0.05% | −1,111,255−71.3% | Reduced |
| Agf Management Ltd | 447,878 | $42.2M | 0.23% | +47,586+11.9% | Added |
| STRS Ohio | 446,944 | $42.1M | 0.17% | −26,929−5.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 443,330 | $41.7M | 0.67% | +600.0% | Added |
| Clark Capital Management Group, Inc. | 441,466 | $41.6M | 0.31% | −299,400−40.4% | Reduced |
| Rafferty Asset Management, LLC | 440,647 | $41.5M | 0.15% | −7,330−1.6% | Reduced |
| Rokos Capital Management LLP | 437,819 | $41.2M | 1.06% | +437,819 | New |
| Caisse de Depot Et Placement du Quebec | 426,227 | $40.1M | 0.10% | +211,227+98.2% | Added |
| Handelsbanken Fonder AB | 425,764 | $40.1M | 0.17% | +33,100+8.4% | Added |
| State of Tennessee, Treasury Department | 422,231 | $39.8M | 0.15% | −4,620−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 422,167 | $39.8M | 0.07% | −482−0.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 420,623 | $39.6M | 0.24% | +420,623 | New |
| HRT Financial LP | 411,698 | $38.8M | 0.24% | +385,379+1,464.3% | Added |
| AXA S.A. | 410,401 | $38.6M | 0.12% | −19,051−4.4% | Reduced |
| Rockefeller Capital Management L.P. | 406,712 | $38.3M | 0.11% | +132,252+48.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 403,112 | $38.0M | 0.06% | +38,400+10.5% | Added |
| Conning Inc. | 403,643 | $37.9M | 1.24% | +15,827+4.1% | Added |
| Atalanta Sosnoff Capital, LLC | 398,265 | $37.5M | 0.87% | +24,579+6.6% | Added |
| Teewinot Capital Advisers, L.L.C. | 397,039 | $37.4M | 3.92% | +89,527+29.1% | Added |
| Renaissance Technologies LLC | 396,983 | $37.4M | 0.06% | +396,983 | New |
| Todd Asset Management LLC | 385,793 | $36.3M | 0.74% | −29,518−7.1% | Reduced |
| Hosking Partners LLP | 380,009 | $35.8M | 1.32% | −1,138−0.3% | Reduced |
| American International Group, Inc. | 376,736 | $35.5M | 0.13% | −5,759−1.5% | Reduced |
| Fiduciary Trust Co | 376,469 | $35.4M | 0.54% | −2,012−0.5% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $34.8M | 2.03% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 364,451 | $34.3M | 0.70% | −11,610−3.1% | Reduced |
| Gradient Investments LLC | 363,672 | $34.2M | 0.79% | +14,973+4.3% | Added |
| Quadrature Capital Ltd | 357,794 | $33.7M | 0.58% | +357,794 | New |
| Arizona State Retirement System | 353,251 | $33.3M | 0.23% | +3,619+1.0% | Added |
| Nomura Asset Management Co Ltd | 350,693 | $33.0M | 0.12% | +8,961+2.6% | Added |
| Swiss Life Asset Management Ltd | 346,186 | $32.6M | 0.45% | +116,691+50.8% | Added |
| Madison Asset Management, LLC | 346,088 | $32.6M | 0.40% | +9,902+2.9% | Added |
| State of Michigan Retirement System | 343,226 | $32.3M | 0.17% | −2,800−0.8% | Reduced |
| CIBC World Markets Corp | 335,362 | $31.6M | 0.21% | −55,623−14.2% | Reduced |
| Comerica Bank | 334,715 | $31.5M | 0.14% | +3,016+0.9% | Added |
| Chilton Capital Management LLC | 331,500 | $31.2M | 1.48% | +23,792+7.7% | Added |
| GW&K Investment Management, LLC | 331,355 | $31.2M | 0.28% | −3,585−1.1% | Reduced |
| Marshall Wace, LLP | 330,400 | $31.1M | 0.05% | +152,854+86.1% | Added |
| Degroof Petercam Asset Management | 330,200 | $31.1M | 0.37% | −2,800−0.8% | Reduced |
| Janney Montgomery Scott LLC | 325,519 | $30.7M | 0.09% | −14,388−4.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 322,065 | $30.3M | 1.85% | −7,488−2.3% | Reduced |