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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 164,559 | $15.5M | 0.06% | −13,114−7.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 163,628 | $15.4M | 0.35% | −15,467−8.6% | Reduced |
| Appleton Partners Inc | 162,241 | $15.3M | 1.19% | +4,661+3.0% | Added |
| Pathstone Holdings, LLC | 160,287 | $15.1M | 0.07% | −13,890−8.0% | Reduced |
| Mercer Global Advisors Inc | 160,051 | $15.1M | 0.04% | −4,869−3.0% | Reduced |
| Easterly Investment Partners LLC | 157,569 | $14.8M | 1.13% | +30,593+24.1% | Added |
| Glenmede Trust Co NA | 156,809 | $14.8M | 0.07% | −4,754−2.9% | Reduced |
| Pittenger & Anderson Inc | 156,160 | $14.7M | 0.60% | −130−0.1% | Reduced |
| Janney Capital Management LLC | 155,987 | $14.7M | 0.98% | +152,948+5,032.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 155,447 | $14.6M | 0.04% | −7,392−4.5% | Reduced |
| FineMark National Bank & Trust | 155,363 | $14.6M | 0.54% | +2,481+1.6% | Added |
| Prudential PLC | 154,441 | $14.5M | 0.12% | +69,808+82.5% | Added |
| Scotia Capital Inc. | 151,196 | $14.2M | 0.08% | +2,532+1.7% | Added |
| Telos Capital Management, Inc. | 149,252 | $14.1M | 1.58% | +8,099+5.7% | Added |
| State of Alaska, Department of Revenue | 149,022 | $14.0M | 0.16% | −4,840−3.1% | Reduced |
| Wesbanco Bank Inc | 149,007 | $14.0M | 0.53% | +38,684+35.1% | Added |
| British Columbia Investment Management Corp | 147,466 | $13.9M | 0.10% | +4,416+3.1% | Added |
| Argent Trust Co | 143,932 | $13.6M | 0.61% | −1,645−1.1% | Reduced |
| Nissay Asset Management Corp | 142,048 | $13.4M | 0.09% | −2,456−1.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 140,484 | $13.2M | 0.01% | −6,387−4.3% | Reduced |
| Greenwich Wealth Management LLC | 139,564 | $13.1M | 1.05% | +115,098+470.4% | Added |
| Capital International Inc | 138,482 | $13.0M | 0.18% | +25,344+22.4% | Added |
| Fred Alger Management, LLC | 138,383 | $13.0M | 0.06% | +15,600+12.7% | Added |
| Calamos Wealth Management LLC | 136,404 | $12.8M | 0.72% | −251−0.2% | Reduced |
| Colony Group, LLC | 136,367 | $12.8M | 0.10% | +129,842+1,989.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 135,734 | $12.8M | 0.16% | +4,790+3.7% | Added |
| Trexquant Investment LP | 134,875 | $12.7M | 0.25% | +134,875 | New |
| Oppenheimer & Co Inc | 130,780 | $12.3M | 0.20% | −17,663−11.9% | Reduced |
| Viking Fund Management LLC | 130,150 | $12.3M | 2.22% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 127,507 | $12.0M | 1.99% | +45,933+56.3% | Added |
| Daiwa Securities Group Inc. | 126,014 | $11.9M | 0.07% | +7,873+6.7% | Added |
| Eagle Capital Management LLC | 125,918 | $11.9M | 0.05% | −2,899−2.3% | Reduced |
| CWM, LLC | 125,198 | $11.8M | 0.06% | +4,582+3.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 125,000 | $11.8M | 0.04% | +14,175+12.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 125,000 | $11.8M | 0.04% | −123,168−49.6% | Reduced |
| Kestra Private Wealth Services, LLC | 122,157 | $11.5M | 0.26% | +10,253+9.2% | Added |
| Captrust Financial Advisors | 122,065 | $11.5M | 0.04% | −45,813−27.3% | Reduced |
| ING Groep NV | 121,563 | $11.4M | 0.08% | +121,563 | New |
| Grassi Investment Management | 120,750 | $11.4M | 1.03% | −475−0.4% | Reduced |
| Ethic Inc. | 119,526 | $11.3M | 0.28% | +27,897+30.4% | Added |
| Intact Investment Management Inc. | 118,800 | $11.2M | 0.44% | +38,000+47.0% | Added |
| SPX Equities Gestao de Recursos Ltda | 117,610 | $11.1M | 0.97% | +117,610 | New |
| Nixon Peabody Trust Co | 115,965 | $10.9M | 1.00% | +6,102+5.6% | Added |
| Socorro Asset Management LP | 115,933 | $10.9M | 4.17% | +3,020+2.7% | Added |
| BTC Capital Management, Inc. | 115,426 | $10.9M | 0.99% | +115,426 | New |
| Achmea Investment Management B.V. | 115,285 | $10.9M | 0.21% | 00.0% | Unchanged |
| Svenska Handelsbanken AB (publ) | 114,745 | $10.8M | 3.41% | +114,745 | New |
| Kovitz Investment Group Partners, LLC | 112,818 | $10.6M | 0.14% | +93,812+493.6% | Added |
| DuPont Capital Management Corp | 112,672 | $10.6M | 0.88% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 112,477 | $10.6M | 0.25% | +3,979+3.7% | Added |
| Illinois Municipal Retirement Fund | 111,005 | $10.5M | 0.16% | +49,729+81.2% | Added |
| Earnest Partners LLC | 109,069 | $10.3M | 0.05% | −111,429−50.5% | Reduced |
| Capital Analysts, LLC | 109,018 | $10.3M | 0.48% | +1,503+1.4% | Added |
| Boston Common Asset Management, LLC | 108,287 | $10.2M | 0.24% | −86,644−44.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 107,172 | $10.1M | 0.16% | +20,500+23.7% | Added |
| Oregon Public Employees Retirement Fund | 107,092 | $10.1M | 0.20% | +8,494+8.6% | Added |
| Credit Agricole S A | 110,744 | $10.0M | 0.17% | +95,919+647.0% | Added |
| Greystone Financial Group, LLC | 105,819 | $9.96M | 1.99% | +2,411+2.3% | Added |
| Ieq Capital, LLC | 104,840 | $9.87M | 0.14% | +3,823+3.8% | Added |
| Gulf International Bank (UK) Ltd | 103,583 | $9.75M | 0.25% | +656+0.6% | Added |
| Lowe Brockenbrough & Co Inc | 102,655 | $9.67M | 0.65% | +15,080+17.2% | Added |
| New Republic Capital, LLC | 102,103 | $9.61M | 6.10% | +230+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 101,949 | $9.60M | 0.11% | +18,598+22.3% | Added |
| Quantitative Investment Management, LLC | 100,935 | $9.50M | 0.56% | +100,935 | New |
| Private Advisor Group, LLC | 99,158 | $9.34M | 0.07% | +10,859+12.3% | Added |
| Groupama Asset Managment | 78,475 | $9.28M | 0.17% | −30,364−27.9% | Reduced |
| GWM Advisors LLC | 98,152 | $9.24M | 0.08% | −19,362−16.5% | Reduced |
| General Pension Society PZU Joint Stock Co | 97,369 | $9.17M | 2.57% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 96,380 | $9.08M | 0.02% | −54,704−36.2% | Reduced |
| Kestra Advisory Services, LLC | 96,333 | $9.07M | 0.06% | +12,574+15.0% | Added |
| Bokf, NA | 96,595 | $9.03M | 0.16% | +43,417+81.6% | Added |
| Wealthfront Advisers LLC | 95,946 | $9.03M | 0.03% | +1,342+1.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 95,845 | $9.02M | 0.03% | +12,750+15.3% | Added |
| Kentucky Retirement Systems | 95,141 | $8.96M | 0.27% | −5,977−5.9% | Reduced |
| Steel Peak Wealth Management LLC | 94,938 | $8.94M | 0.46% | +5,965+6.7% | Added |
| JustInvest LLC | 94,877 | $8.93M | 0.19% | +17,784+23.1% | Added |
| Aptus Capital Advisors, LLC | 94,617 | $8.91M | 0.19% | +7,526+8.6% | Added |
| Ziegler Capital Management, LLC | 94,467 | $8.89M | 0.34% | −3,241−3.3% | Reduced |
| Citadel Advisors LLC | 93,831 | $8.84M | 0.01% | −218,555−70.0% | Reduced |
| Brinker Capital Investments, LLC | 93,444 | $8.80M | 0.09% | −61−0.1% | Reduced |
| Orion Portfolio Solutions, LLC | 93,444 | $8.80M | 0.09% | −61−0.1% | Reduced |
| Liontrust Investment Partners LLP | 93,000 | $8.76M | 0.12% | −2,000−2.1% | Reduced |
| Howe & Rusling Inc | 92,874 | $8.75M | 0.84% | +1,669+1.8% | Added |
| Natixis | 92,602 | $8.72M | 0.05% | −767,574−89.2% | Reduced |
| Banco Santander, S.A. | 92,122 | $8.67M | 0.10% | −1,405−1.5% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $8.66M | 0.82% | 00.0% | Unchanged |
| Core Alternative Capital | 90,547 | $8.53M | 1.53% | −8,736−8.8% | Reduced |
| Cornerstone Advisors, LLC | 90,200 | $8.49M | 0.35% | −5,600−5.8% | Reduced |
| Atria Investments LLC | 88,892 | $8.37M | 0.12% | +2,944+3.4% | Added |
| Point72 Asset Management, L.P. | 88,681 | $8.35M | 0.02% | −209,605−70.3% | Reduced |
| Mediolanum International Funds Ltd | 88,808 | $8.30M | 0.14% | +88,808 | New |
| Maryland State Retirement & Pension System | 91,840 | $8.26M | 0.16% | −1,761−1.9% | Reduced |
| Cresset Asset Management, LLC | 86,950 | $8.19M | 0.04% | +15,601+21.9% | Added |
| Banque Pictet & Cie SA | 85,646 | $8.06M | 0.08% | −807−0.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 85,489 | $8.05M | 0.96% | +20,810+32.2% | Added |
| AQR Capital Management LLC | 85,553 | $8.03M | 0.01% | −18,260−17.6% | Reduced |
| Pacer Advisors, Inc. | 85,188 | $8.02M | 0.02% | +2,025+2.4% | Added |
| Lyell Wealth Management, LP | 84,254 | $7.93M | 0.81% | +5,140+6.5% | Added |
| Advisors Asset Management, Inc. | 83,786 | $7.89M | 0.15% | −2,586−3.0% | Reduced |
| D.A. Davidson & Co. | 83,159 | $7.83M | 0.07% | +5,908+7.6% | Added |