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, 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 | 2,746 | $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, 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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 134,420 | $13.1M | 0.01% | −6,064−4.3% | Reduced |
| Oak Harvest Investment Services | 134,541 | $13.1M | 2.06% | +7,034+5.5% | Added |
| Capital International Inc | 135,835 | $13.2M | 0.18% | −2,647−1.9% | Reduced |
| Walleye Capital LLC | 138,287 | $13.4M | 0.14% | +114,098+471.7% | Added |
| Bokf, NA | 139,351 | $13.5M | 0.24% | +42,756+44.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 140,982 | $13.7M | 0.16% | +5,248+3.9% | Added |
| Daiwa Securities Group Inc. | 141,033 | $13.7M | 0.07% | +15,019+11.9% | Added |
| Ethic Inc. | 142,063 | $13.8M | 0.32% | +22,537+18.9% | Added |
| APG Asset Management N.V. | 152,992 | $13.9M | 0.02% | +95,000+163.8% | Added |
| Los Angeles Capital Management LLC | 143,137 | $13.9M | 0.05% | +136,485+2,051.8% | Added |
| Argent Trust Co | 143,798 | $14.0M | 0.62% | −134−0.1% | Reduced |
| Nissay Asset Management Corp | 145,101 | $14.1M | 0.09% | +3,053+2.1% | Added |
| Guggenheim Capital LLC | 146,359 | $14.2M | 0.10% | −34,713−19.2% | Reduced |
| Fred Alger Management, LLC | 146,576 | $14.2M | 0.07% | +8,193+5.9% | Added |
| State of Alaska, Department of Revenue | 148,562 | $14.4M | 0.16% | −460−0.3% | Reduced |
| Janney Capital Management LLC | 149,374 | $14.5M | 1.02% | −6,613−4.2% | Reduced |
| Telos Capital Management, Inc. | 150,367 | $14.6M | 1.62% | +1,115+0.7% | Added |
| Sanctuary Advisors, LLC | 158,689 | $14.7M | 0.11% | +158,689 | New |
| Cetera Investment Advisers | 153,215 | $14.8M | 0.03% | −70,453−31.5% | Reduced |
| Glenmede Trust Co NA | 152,664 | $14.8M | 0.08% | −4,145−2.6% | Reduced |
| Prudential PLC | 153,269 | $14.9M | 0.10% | −1,172−0.8% | Reduced |
| Wesbanco Bank Inc | 154,474 | $15.0M | 0.56% | +5,467+3.7% | Added |
| ExodusPoint Capital Management, LP | 155,144 | $15.1M | 0.17% | +155,144 | New |
| Pittenger & Anderson Inc | 156,060 | $15.2M | 0.62% | −100−0.1% | Reduced |
| Appleton Partners Inc | 157,336 | $15.3M | 1.18% | −4,905−3.0% | Reduced |
| FineMark National Bank & Trust | 157,575 | $15.3M | 0.56% | +2,212+1.4% | Added |
| Blair William & Co | 158,018 | $15.4M | 0.05% | −6,734−4.1% | Reduced |
| Brown Advisory Inc | 158,418 | $15.4M | 0.02% | −39,635−20.0% | Reduced |
| Optiver Holding B.V. | 159,168 | $15.5M | 0.30% | +158,492+23,445.6% | Added |
| Pathstone Holdings, LLC | 163,476 | $15.9M | 0.07% | +3,189+2.0% | Added |
| Walleye Trading LLC | 164,911 | $16.0M | 0.32% | +161,969+5,505.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 166,064 | $16.1M | 0.39% | +2,436+1.5% | Added |
| Grand Jean Capital Management Inc | 169,585 | $16.5M | 4.11% | +1,415+0.8% | Added |
| Mercer Global Advisors Inc | 170,133 | $16.5M | 0.05% | +10,082+6.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 170,050 | $16.5M | 0.04% | +14,603+9.4% | Added |
| Advisor Group Holdings, Inc. | 170,481 | $16.6M | 0.04% | −13,441−7.3% | Reduced |
| Edgar Lomax Co | 172,240 | $16.7M | 1.08% | −3,015−1.7% | Reduced |
| Ninety One SA (PTY) Ltd | 173,121 | $16.8M | 2.60% | +173,121 | New |
| Xponance, Inc. | 174,637 | $17.0M | 0.17% | +1,653+1.0% | Added |
| Peapack Gladstone Financial Corp | 175,225 | $17.0M | 0.26% | +1,225+0.7% | Added |
| TCG Advisory Services, LLC | 175,695 | $17.1M | 0.82% | +736+0.4% | Added |
| Gamco Investors, Inc. Et Al | 175,816 | $17.1M | 0.19% | −13,894−7.3% | Reduced |
| Cubist Systematic Strategies, LLC | 176,460 | $17.2M | 0.30% | +176,460 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 177,190 | $17.2M | 0.04% | +177,190 | New |
| RMB Capital Management, LLC | 178,071 | $17.3M | 0.41% | −50,172−22.0% | Reduced |
| Yousif Capital Management, LLC | 178,688 | $17.4M | 0.20% | −3,821−2.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 180,576 | $17.6M | 0.58% | +766+0.4% | Added |
| Nexus Investment Management ULC | 182,027 | $17.7M | 1.86% | 00.0% | Unchanged |
| MAI Capital Management | 183,613 | $17.8M | 0.18% | −3,050−1.6% | Reduced |
| Mutual of America Capital Management LLC | 184,041 | $17.9M | 0.20% | −1,267−0.7% | Reduced |
| Pacific Heights Asset Management LLC | 185,000 | $18.0M | 1.41% | 00.0% | Unchanged |
| Bridger Management, LLC | 187,714 | $18.2M | 9.39% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $18.3M | 0.21% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 190,474 | $18.5M | 0.07% | −19,768−9.4% | Reduced |
| New York Life Investment Management LLC | 190,955 | $18.6M | 0.19% | +1,355+0.7% | Added |
| Utah Retirement Systems | 191,268 | $18.6M | 0.22% | −11,700−5.8% | Reduced |
| Payden & Rygel Investment Group | 192,800 | $18.7M | 1.51% | −19,800−9.3% | Reduced |
| Payden & Rygel | 192,800 | $18.7M | 1.51% | −19,800−9.3% | Reduced |
| LVM Capital Management Ltd | 196,837 | $19.1M | 2.18% | −7,473−3.7% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 200,512 | $19.5M | 3.20% | 00.0% | Unchanged |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 201,333 | $19.6M | 0.22% | +201,333 | New |
| Camden Capital, LLC | 201,936 | $19.6M | 1.57% | −1,315−0.6% | Reduced |
| Diamond Hill Capital Management Inc | 202,252 | $19.7M | 0.08% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 202,624 | $19.7M | 0.21% | −26,455−11.5% | Reduced |
| Cerity Partners LLC | 204,013 | $19.8M | 0.05% | −26,281−11.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 206,066 | $20.0M | 0.46% | +206,066 | New |
| Copeland Capital Management, LLC | 206,102 | $20.0M | 0.37% | +7,511+3.8% | Added |
| Umb Bank N A | 207,204 | $20.1M | 0.33% | −57,594−21.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 207,473 | $20.2M | 0.21% | +12,936+6.6% | Added |
| Fukoku Mutual Life Insurance Co | 210,951 | $20.5M | 1.58% | 00.0% | Unchanged |
| Creative Planning | 211,212 | $20.5M | 0.02% | +41,660+24.6% | Added |
| Lazard Asset Management LLC | 211,977 | $20.6M | 0.03% | +174,847+470.9% | Added |
| Public Sector Pension Investment Board | 212,183 | $20.6M | 0.13% | +15,073+7.6% | Added |
| Moody Lynn & Lieberson, LLC | 213,129 | $20.7M | 1.36% | +2,498+1.2% | Added |
| Bailard, Inc. | 213,660 | $20.8M | 0.57% | −2,328−1.1% | Reduced |
| USS Investment Management Ltd | 215,494 | $20.9M | 0.17% | +3,299+1.6% | Added |
| First Trust Advisors LP | 221,957 | $21.6M | 0.02% | +14,045+6.8% | Added |
| Chartwell Investment Partners, LLC | 223,391 | $21.7M | 0.76% | +1,685+0.8% | Added |
| Hallmark Capital Management Inc | 223,797 | $21.8M | 1.73% | −14,787−6.2% | Reduced |
| Abner Herrman & Brock LLC | 231,165 | $22.5M | 2.85% | +6,946+3.1% | Added |
| AMF Pensionsforsakring AB | 231,181 | $22.5M | 0.17% | −454,928−66.3% | Reduced |
| Edge Capital Group, LLC | 232,443 | $22.6M | 1.09% | +7,992+3.6% | Added |
| Beacon Investment Advisory Services, Inc. | 232,504 | $22.6M | 0.97% | +2,859+1.2% | Added |
| Quadrature Capital Ltd | 234,262 | $22.8M | 0.38% | −123,532−34.5% | Reduced |
| British Columbia Investment Management Corp | 234,923 | $22.8M | 0.14% | +87,457+59.3% | Added |
| QRG Capital Management, Inc. | 235,470 | $22.9M | 0.27% | +11,361+5.1% | Added |
| Capital Group Private Client Services, Inc. | 235,706 | $22.9M | 0.23% | −3,133−1.3% | Reduced |
| Connors Investor Services Inc | 235,904 | $22.9M | 2.39% | +740.0% | Added |
| Acadian Asset Management LLC | 236,217 | $23.0M | 0.07% | +234,969+18,827.6% | Added |
| Tudor Investment Corp Et Al | 236,907 | $23.0M | 0.26% | +194,642+460.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 237,080 | $23.0M | 0.95% | −271,769−53.4% | Reduced |
| Czech National Bank | 238,462 | $23.2M | 0.27% | +18,009+8.2% | Added |
| Ninety One UK Ltd | 238,947 | $23.2M | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 239,956 | $23.3M | 0.07% | −166,756−41.0% | Reduced |
| TD Waterhouse Canada Inc. | 239,757 | $23.8M | 0.21% | +2,711+1.1% | Added |
| SG Americas Securities, LLC | 248,376 | $24.1M | 0.15% | −50,430−16.9% | Reduced |
| Amalgamated Bank | 248,826 | $24.2M | 0.21% | −5,516−2.2% | Reduced |
| Harvest Portfolios Group Inc. | 249,071 | $24.2M | 0.93% | −25,120−9.2% | Reduced |
| IFM Investors Pty Ltd | 250,207 | $24.3M | 0.25% | +1,205+0.5% | Added |
| MML Investors Services, LLC | 251,199 | $24.4M | 0.10% | +7,270+3.0% | Added |