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, Q2 2024
Institutional positions in Morgan Stanley as of Jun 30, 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
- 1,829
- +61 vs. Q1 2024
- Shares held
- 1.35B
- −2.97M (−0.2%) vs. Q1 2024
- Total value
- $131.2B
- +$3.88B (+3.0%) vs. Q1 2024
- New holders
- 168
- 741 more added
- Sold out
- 107
- 658 more reduced
31 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | $218.1B |
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $36.6B | 100.00% | 00.0% | Unchanged |
| State Street Corp | 110,268,763 | $10.7B | 0.47% | −1,300,915−1.2% | Reduced |
| Vanguard Group Inc | 108,650,157 | $10.6B | 0.20% | +214,039+0.2% | Added |
| BlackRock Inc. | 84,368,261 | $8.20B | 0.19% | −4,851,220−5.4% | Reduced |
| JPMorgan Chase & Co | 49,595,731 | $4.82B | 0.42% | −683,895−1.4% | Reduced |
| Wellington Management Group LLP | 38,531,143 | $3.74B | 0.67% | −4,370,526−10.2% | Reduced |
| Capital International Investors | 29,690,060 | $2.89B | 0.59% | +1,208,990+4.2% | Added |
| Geode Capital Management, LLC | 24,971,096 | $2.42B | 0.21% | +428,558+1.7% | Added |
| FMR LLC | 23,176,614 | $2.25B | 0.14% | +5,915,271+34.3% | Added |
| Fisher Asset Management, LLC | 21,814,109 | $2.12B | 0.92% | +1,031,032+5.0% | Added |
| Bank of America Corp | 21,016,146 | $2.04B | 0.20% | −1,717,010−7.6% | Reduced |
| Massachusetts Financial Services Co | 19,490,842 | $1.89B | 0.58% | −337,264−1.7% | Reduced |
| Norges Bank | 14,346,860 | $1.39B | 0.21% | +1,080,005+8.1% | Added |
| Goldman Sachs Group Inc | 13,739,561 | $1.34B | 0.26% | +3,865,111+39.1% | Added |
| Ameriprise Financial Inc | 13,015,331 | $1.27B | 0.34% | −281,368−2.1% | Reduced |
| Bank of New York Mellon Corp | 12,875,677 | $1.25B | 0.24% | +303,654+2.4% | Added |
| Price T Rowe Associates Inc | 12,632,804 | $1.23B | 0.15% | −258,801−2.0% | Reduced |
| Northern Trust Corp | 11,967,496 | $1.16B | 0.20% | +155,478+1.3% | Added |
| Charles Schwab Investment Management Inc | 10,956,373 | $1.06B | 0.20% | +82,955+0.8% | Added |
| Invesco Ltd. | 10,806,492 | $1.05B | 0.22% | −663,651−5.8% | Reduced |
| UBS Group AG | 9,963,250 | $968.3M | 0.30% | +1,191,232+13.6% | Added |
| Manufacturers Life Insurance Company, The | 8,980,242 | $872.8M | 0.81% | −535,578−5.6% | Reduced |
| Dimensional Fund Advisors LP | 8,834,372 | $858.6M | 0.22% | +242,896+2.8% | Added |
| Capital Research Global Investors | 8,655,732 | $841.3M | 0.18% | −1,662,265−16.1% | Reduced |
| Legal & General Group Plc | 8,203,399 | $797.3M | 0.23% | −116,956−1.4% | Reduced |
| UBS Asset Management Americas Inc | 8,068,397 | $784.2M | 0.22% | +2,115,557+35.5% | Added |
| Royal Bank of Canada | 7,769,672 | $755.1M | 0.18% | +3,190,153+69.7% | Added |
| Boston Partners | 7,153,515 | $697.5M | 0.87% | +2,0230.0% | Added |
| Janus Henderson Group PLC | 6,756,525 | $656.7M | 0.35% | −152,196−2.2% | Reduced |
| Bank of Montreal | 6,163,303 | $602.9M | 0.30% | −480,258−7.2% | Reduced |
| Morgan Stanley | 6,068,850 | $589.8M | 0.05% | +91,620+1.5% | Added |
| Nuveen Asset Management, LLC | 5,912,713 | $574.7M | 0.17% | −47,698−0.8% | Reduced |
| Capital World Investors | 5,609,171 | $545.2M | 0.09% | +70.0% | Added |
| Amundi | 5,304,672 | $527.9M | 0.20% | −412,878−7.2% | Reduced |
| Barclays PLC | 5,356,164 | $520.6M | 0.24% | −3,362,598−38.6% | Reduced |
| Principal Financial Group Inc | 4,675,685 | $454.4M | 0.27% | +6,596+0.1% | Added |
| Schroder Investment Management Group | 4,669,837 | $453.9M | 0.50% | +733,384+18.6% | Added |
| Franklin Resources Inc | 4,481,328 | $435.5M | 0.13% | −2,039,805−31.3% | Reduced |
| Deutsche Bank AG | 4,177,814 | $406.0M | 0.18% | +881,020+26.7% | Added |
| Wells Fargo & Company | 4,152,019 | $403.5M | 0.10% | +245,614+6.3% | Added |
| Voya Investment Management LLC | 3,985,049 | $387.3M | 0.38% | +944,283+31.1% | Added |
| HSBC Holdings PLC | 3,261,248 | $316.6M | 0.20% | −102,561−3.0% | Reduced |
| Alliancebernstein L.P. | 2,830,611 | $275.1M | 0.10% | −69,555−2.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,704,068 | $262.8M | 0.19% | −227,660−7.8% | Reduced |
| Cullen Capital Management LLC | 2,580,429 | $250.8M | 2.89% | −125,873−4.7% | Reduced |
| Rhumbline Advisers | 2,516,009 | $244.5M | 0.23% | +4,868+0.2% | Added |
| Envestnet Asset Management Inc | 2,512,442 | $244.2M | 0.09% | +99,480+4.1% | Added |
| California Public Employees Retirement System | 2,468,311 | $239.9M | 0.18% | −1,123,685−31.3% | Reduced |
| National Bank of Canada | 2,345,860 | $232.6M | 0.37% | +1,732,508+282.5% | Added |
| Canada Pension Plan Investment Board | 2,333,770 | $226.8M | 0.22% | −1,175,579−33.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,225,075 | $216.3M | 0.14% | −34,373−1.5% | Reduced |
| Marshall Wace, LLP | 2,083,424 | $202.5M | 0.29% | +1,753,024+530.6% | Added |
| National Pension Service | 2,074,513 | $201.6M | 0.23% | +18,952+0.9% | Added |
| Ensign Peak Advisors, Inc | 2,063,707 | $200.6M | 0.37% | −212,331−9.3% | Reduced |
| Fayez Sarofim & Co | 2,058,135 | $200.0M | 0.54% | +899,359+77.6% | Added |
| California State Teachers Retirement System | 1,985,193 | $192.9M | 0.24% | +9060.0% | Added |
| Lord, Abbett & Co. LLC | 1,977,082 | $192.2M | 0.63% | +27,504+1.4% | Added |
| Unisphere Establishment | 1,950,000 | $189.5M | 1.91% | 00.0% | Unchanged |
| Nordea Investment Management AB | 1,910,891 | $185.2M | 0.22% | −313,630−14.1% | Reduced |
| Citigroup Inc | 1,833,872 | $178.2M | 0.17% | +121,555+7.1% | Added |
| Ontario Teachers Pension Plan Board | 1,791,472 | $174.1M | 1.71% | −4,025,371−69.2% | Reduced |
| Neuberger Berman Group LLC | 1,773,697 | $172.4M | 0.14% | −225,263−11.3% | Reduced |
| Raymond James & Associates | 1,734,048 | $168.5M | 0.11% | +33,930+2.0% | Added |
| CI Private Wealth, LLC | 1,690,074 | $164.3M | 0.29% | −166,479−9.0% | Reduced |
| Millennium Management LLC | 1,680,185 | $163.3M | 0.13% | +642,466+61.9% | Added |
| BNP Paribas Arbitrage, SA | 1,654,210 | $160.8M | 0.17% | +666,645+67.5% | Added |
| Focused Investors LLC | 1,649,700 | $160.3M | 5.21% | −46,500−2.7% | Reduced |
| Macquarie Group Ltd | 1,644,188 | $159.8M | 0.18% | +114,068+7.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,636,366 | $159.0M | 0.19% | +166,934+11.4% | Added |
| New York State Common Retirement Fund | 1,601,607 | $155.7M | 0.20% | −31,403−1.9% | Reduced |
| Stifel Financial Corp | 1,542,924 | $150.0M | 0.17% | +17,705+1.2% | Added |
| Great West Life Assurance Co | 1,541,908 | $149.9M | 0.28% | +121,866+8.6% | Added |
| Fifth Third Bancorp | 1,526,147 | $148.3M | 0.56% | −85,835−5.3% | Reduced |
| Primecap Management Co | 1,505,901 | $146.4M | 0.11% | −62,813−4.0% | Reduced |
| Prudential Financial Inc | 1,472,058 | $143.1M | 0.21% | +538,691+57.7% | Added |
| D. E. Shaw & Co., Inc. | 1,466,767 | $142.6M | 0.20% | +188,404+14.7% | Added |
| Standard Life Aberdeen plc | 1,466,181 | $142.5M | 0.27% | +25,395+1.8% | Added |
| LPL Financial LLC | 1,408,908 | $136.9M | 0.07% | +192,027+15.8% | Added |
| FIL Ltd | 1,395,656 | $135.6M | 0.13% | −111,143−7.4% | Reduced |
| Hamlin Capital Management, LLC | 1,387,091 | $134.9M | 3.97% | −14,042−1.0% | Reduced |
| Federated Hermes, Inc. | 1,372,582 | $133.4M | 0.32% | −82,004−5.6% | Reduced |
| Qube Research & Technologies Ltd | 1,329,405 | $129.2M | 0.24% | +478,956+56.3% | Added |
| Public Employees Retirement Association of Colorado | 1,297,437 | $126.1M | 0.53% | −4,398−0.3% | Reduced |
| Evercore Wealth Management, LLC | 1,292,178 | $125.6M | 1.98% | −6,387−0.5% | Reduced |
| Tredje AP-fonden | 1,217,673 | $118.3M | 1.14% | +74,600+6.5% | Added |
| New York State Teachers Retirement System | 1,208,217 | $117.4M | 0.25% | −56,473−4.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,200,334 | $116.7M | 0.22% | −28,500−2.3% | Reduced |
| State Board of Administration of Florida Retirement System | 1,167,614 | $113.5M | 0.22% | −253,541−17.8% | Reduced |
| American Century Companies Inc | 1,153,910 | $112.1M | 0.07% | −44,264−3.7% | Reduced |
| Natixis Advisors, L.P. | 1,136,587 | $110.5M | 0.24% | +57,156+5.3% | Added |
| Artisan Partners Limited Partnership | 1,127,176 | $109.6M | 0.17% | +70,875+6.7% | Added |
| Bessemer Group Inc | 1,123,905 | $109.2M | 0.19% | +344,454+44.2% | Added |
| Commerce Bank | 1,120,850 | $108.9M | 0.71% | +1,666+0.1% | Added |
| Douglas Lane & Associates, LLC | 1,031,403 | $100.2M | 1.42% | −7,362−0.7% | Reduced |
| Capital Fund Management S.A. | 1,023,881 | $99.5M | 1.13% | +149,196+17.1% | Added |
| Retirement Systems of Alabama | 1,004,952 | $97.7M | 0.38% | −44,055−4.2% | Reduced |
| Korea Investment CORP | 987,357 | $96.0M | 0.24% | +1,125+0.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 979,828 | $95.2M | 0.40% | +344,371+54.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 947,905 | $92.1M | 0.22% | +8,840+0.9% | Added |
| Squarepoint Ops LLC | 930,003 | $90.4M | 0.34% | +463,997+99.6% | Added |