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
- 1,799
- +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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Varma Mutual Pension Insurance Co | 318,700 | $30.0M | 0.26% | +264,500+488.0% | Added |
| Vontobel Holding Ltd. | 313,929 | $29.6M | 0.24% | +12,584+4.2% | Added |
| KBC Group NV | 310,921 | $29.3M | 0.09% | −316,599−50.5% | Reduced |
| Matrix Asset Advisors Inc | 305,900 | $28.8M | 3.44% | −508−0.2% | Reduced |
| Erste Asset Management GmbH | 306,256 | $28.7M | 0.39% | +37,928+14.1% | Added |
| Adams Diversified Equity Fund, Inc. | 302,269 | $28.5M | 1.01% | −44,800−12.9% | Reduced |
| Oppenheimer Asset Management Inc. | 300,089 | $28.3M | 0.41% | −40,167−11.8% | Reduced |
| SG Americas Securities, LLC | 298,806 | $28.1M | 0.14% | +239,835+406.7% | Added |
| Forsta Ap-Fonden | 297,163 | $28.0M | 0.24% | +49,100+19.8% | Added |
| CIBC Private Wealth Group, LLC | 296,262 | $27.7M | 0.05% | −362,822−55.0% | Reduced |
| MetLife Investment Management | 291,719 | $27.5M | 0.18% | −13,887−4.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 290,600 | $27.4M | 0.20% | +290,600 | New |
| Texas Permanent School Fund | 289,535 | $27.3M | 0.22% | −559−0.2% | Reduced |
| Mackenzie Financial Corp | 282,741 | $26.6M | 0.04% | +15,224+5.7% | Added |
| Blue Chip Partners, Inc. | 276,979 | $26.1M | 2.53% | +4,514+1.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 276,473 | $26.0M | 0.65% | −139,887−33.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 275,024 | $25.9M | 0.18% | −1,734−0.6% | Reduced |
| Harvest Portfolios Group Inc. | 274,191 | $25.8M | 1.01% | −8,384−3.0% | Reduced |
| Heritage Investors Management Corp | 269,887 | $25.4M | 0.90% | +4,328+1.6% | Added |
| Bank of Nova Scotia | 267,907 | $25.2M | 0.05% | −555,596−67.5% | Reduced |
| NFJ Investment Group, LLC | 267,069 | $25.1M | 0.69% | −195−0.1% | Reduced |
| Gabelli Funds LLC | 265,521 | $25.0M | 0.18% | −5,950−2.2% | Reduced |
| Nomura Holdings Inc | 265,085 | $25.0M | 0.20% | +131,225+98.0% | Added |
| Umb Bank N A | 264,798 | $24.9M | 0.39% | −276,574−51.1% | Reduced |
| Keybank National Association | 257,678 | $24.3M | 0.10% | −4,937−1.9% | Reduced |
| Maple Capital Management, Inc. | 257,220 | $24.2M | 2.20% | +6,864+2.7% | Added |
| Bollard Group LLC | 255,874 | $24.1M | 0.73% | +3,667+1.5% | Added |
| Amalgamated Bank | 254,342 | $23.9M | 0.20% | −45,692−15.2% | Reduced |
| Crossmark Global Holdings, Inc. | 251,840 | $23.7M | 0.45% | +9,469+3.9% | Added |
| Bornite Capital Management LP | 250,000 | $23.5M | 3.94% | +250,000 | New |
| IFM Investors Pty Ltd | 249,002 | $23.4M | 0.26% | −2,351−0.9% | Reduced |
| TD Waterhouse Canada Inc. | 237,046 | $23.3M | 0.17% | −43,881−15.6% | Reduced |
| MML Investors Services, LLC | 243,929 | $23.0M | 0.09% | +22,791+10.3% | Added |
| ProShare Advisors LLC | 242,711 | $22.9M | 0.06% | −18,232−7.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 240,428 | $22.6M | 0.11% | −24,575−9.3% | Reduced |
| Ninety One UK Ltd | 238,947 | $22.5M | 0.06% | −8,008−3.2% | Reduced |
| Capital Group Private Client Services, Inc. | 238,839 | $22.5M | 0.23% | +165,204+224.4% | Added |
| Hallmark Capital Management Inc | 238,584 | $22.5M | 1.69% | −4,425−1.8% | Reduced |
| Annex Advisory Services, LLC | 238,497 | $22.5M | 0.80% | +25,575+12.0% | Added |
| Two Sigma Investments, LP | 237,347 | $22.3M | 0.05% | +237,347 | New |
| Connors Investor Services Inc | 235,830 | $22.2M | 2.34% | +608+0.3% | Added |
| Baird Financial Group, Inc. | 231,561 | $21.8M | 0.05% | +15,159+7.0% | Added |
| Cerity Partners LLC | 230,294 | $21.7M | 0.06% | +73,783+47.1% | Added |
| Beacon Investment Advisory Services, Inc. | 229,645 | $21.6M | 0.93% | +3,806+1.7% | Added |
| Ossiam | 229,007 | $21.6M | 0.38% | −139,103−37.8% | Reduced |
| RMB Capital Management, LLC | 228,243 | $21.5M | 0.49% | +135+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 244,126 | $21.5M | 0.05% | +15,129+6.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 229,079 | $21.4M | 0.25% | −237,995−51.0% | Reduced |
| Assetmark, Inc | 227,242 | $21.4M | 0.07% | +11,694+5.4% | Added |
| Edge Capital Group, LLC | 224,451 | $21.1M | 1.05% | +13,186+6.2% | Added |
| Abner Herrman & Brock LLC | 224,219 | $21.1M | 2.64% | +43,115+23.8% | Added |
| QRG Capital Management, Inc. | 224,109 | $21.1M | 0.27% | −21,918−8.9% | Reduced |
| Chartwell Investment Partners, LLC | 221,706 | $20.9M | 0.72% | +1,744+0.8% | Added |
| Czech National Bank | 220,453 | $20.8M | 0.27% | −933−0.4% | Reduced |
| Bailard, Inc. | 215,988 | $20.3M | 0.56% | −177−0.1% | Reduced |
| Cetera Investment Advisers | 223,668 | $20.3M | 0.05% | +119,633+115.0% | 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 |
| USS Investment Management Ltd | 212,195 | $20.0M | 0.16% | +6,015+2.9% | Added |
| Fukoku Mutual Life Insurance Co | 210,951 | $19.9M | 1.57% | −7,000−3.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 210,631 | $19.8M | 1.33% | −8,356−3.8% | Reduced |
| CIBC Asset Management Inc | 210,242 | $19.8M | 0.07% | +11,574+5.8% | Added |
| First Trust Advisors LP | 207,912 | $19.6M | 0.02% | −1,943,096−90.3% | Reduced |
| LVM Capital Management Ltd | 204,310 | $19.2M | 2.27% | +2,660+1.3% | Added |
| Camden Capital, LLC | 203,251 | $19.1M | 1.70% | +730.0% | Added |
| Utah Retirement Systems | 202,968 | $19.1M | 0.22% | −5,700−2.7% | Reduced |
| Diamond Hill Capital Management Inc | 202,252 | $19.0M | 0.08% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 200,572 | $18.9M | 0.04% | −145,596−42.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 200,512 | $18.9M | 3.27% | −171−0.1% | Reduced |
| Copeland Capital Management, LLC | 198,591 | $18.7M | 0.34% | +57,455+40.7% | Added |
| Brown Advisory Inc | 198,053 | $18.6M | 0.02% | +52,221+35.8% | Added |
| Public Sector Pension Investment Board | 197,110 | $18.6M | 0.13% | −185−0.1% | Reduced |
| Worldquant Millennium Advisors LLC | 196,484 | $18.5M | 0.23% | +54,302+38.2% | Added |
| O'Shaughnessy Asset Management, LLC | 194,537 | $18.3M | 0.20% | +19,872+11.4% | Added |
| Cinctive Capital Management LP | 193,570 | $18.2M | 0.94% | +5,199+2.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 192,233 | $18.1M | 0.20% | +8,800+4.8% | Added |
| Moore Capital Management, LP | 190,190 | $17.9M | 0.37% | +190,190 | New |
| Gamco Investors, Inc. Et Al | 189,710 | $17.9M | 0.18% | −16,999−8.2% | Reduced |
| New York Life Investment Management LLC | 189,600 | $17.9M | 0.18% | −8,108−4.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $17.7M | 0.22% | 00.0% | Unchanged |
| Bridger Management, LLC | 187,714 | $17.7M | 7.97% | +5,800+3.2% | Added |
| MAI Capital Management | 186,663 | $17.6M | 0.18% | +9,246+5.2% | Added |
| Mutual of America Capital Management LLC | 185,308 | $17.4M | 0.19% | −3,438−1.8% | Reduced |
| Pacific Heights Asset Management LLC | 185,000 | $17.4M | 1.43% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 183,922 | $17.3M | 0.04% | −110,157−37.5% | Reduced |
| Candriam Luxembourg S.C.A. | 183,615 | $17.3M | 0.11% | −42,637−18.8% | Reduced |
| Yousif Capital Management, LLC | 182,509 | $17.2M | 0.19% | −3,476−1.9% | Reduced |
| Nexus Investment Management ULC | 182,027 | $17.1M | 1.65% | +10,686+6.2% | Added |
| Guggenheim Capital LLC | 181,072 | $17.0M | 0.12% | −13,163−6.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 179,810 | $16.9M | 0.58% | +4,695+2.7% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 176,724 | $16.6M | 3.48% | +176,724 | New |
| Edgar Lomax Co | 175,255 | $16.5M | 1.02% | +5,580+3.3% | Added |
| TCG Advisory Services, LLC | 174,959 | $16.5M | 0.91% | +4,841+2.8% | Added |
| Peapack Gladstone Financial Corp | 174,000 | $16.4M | 0.26% | +21,119+13.8% | Added |
| Xponance, Inc. | 172,984 | $16.3M | 0.17% | +9,453+5.8% | Added |
| CTC LLC | 172,183 | $16.2M | 0.27% | +172,183 | New |
| Creative Planning | 169,552 | $16.0M | 0.02% | +17,052+11.2% | Added |
| Grand Jean Capital Management Inc | 168,170 | $15.8M | 4.18% | +6,776+4.2% | Added |
| Teacher Retirement System of Texas | 167,686 | $15.8M | 0.10% | −101,834−37.8% | Reduced |
| Blair William & Co | 164,752 | $15.5M | 0.05% | +2,748+1.7% | Added |