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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 251,593 | $24.5M | 0.08% | +24,351+10.7% | Added |
| HRT Financial LP | 252,956 | $24.6M | 0.14% | −158,742−38.6% | Reduced |
| Keybank National Association | 253,151 | $24.6M | 0.10% | −4,527−1.8% | Reduced |
| Teacher Retirement System of Texas | 253,272 | $24.6M | 0.14% | +85,586+51.0% | Added |
| ProShare Advisors LLC | 254,118 | $24.7M | 0.07% | +11,407+4.7% | Added |
| CIBC World Markets Corp | 254,374 | $24.7M | 0.16% | −80,988−24.1% | Reduced |
| NFJ Investment Group, LLC | 254,669 | $24.8M | 0.76% | −12,400−4.6% | Reduced |
| Gabelli Funds LLC | 256,401 | $24.9M | 0.19% | −9,120−3.4% | Reduced |
| Crossmark Global Holdings, Inc. | 257,736 | $25.0M | 0.48% | +5,896+2.3% | Added |
| Annex Advisory Services, LLC | 258,666 | $25.1M | 0.89% | +20,169+8.5% | Added |
| Adams Diversified Equity Fund, Inc. | 258,669 | $25.1M | 0.86% | −43,600−14.4% | Reduced |
| Bollard Group LLC | 260,528 | $25.3M | 0.71% | +4,654+1.8% | Added |
| Forsta Ap-Fonden | 262,663 | $25.5M | 0.23% | −34,500−11.6% | Reduced |
| Maple Capital Management, Inc. | 263,107 | $25.6M | 2.07% | +5,887+2.3% | Added |
| Heritage Investors Management Corp | 267,118 | $26.0M | 0.91% | −2,769−1.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 271,628 | $26.4M | 0.13% | +31,200+13.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 274,866 | $26.7M | 0.18% | −158−0.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 278,300 | $27.0M | 0.20% | −12,300−4.2% | Reduced |
| Baird Financial Group, Inc. | 280,125 | $27.2M | 0.06% | +48,564+21.0% | Added |
| Trexquant Investment LP | 280,773 | $27.3M | 0.42% | +145,898+108.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 282,680 | $27.5M | 0.68% | +6,207+2.2% | Added |
| Blue Chip Partners, Inc. | 285,276 | $27.7M | 2.56% | +8,297+3.0% | Added |
| Mackenzie Financial Corp | 288,336 | $28.0M | 0.04% | +5,595+2.0% | Added |
| Madison Asset Management, LLC | 291,336 | $28.3M | 0.35% | −54,752−15.8% | Reduced |
| Varma Mutual Pension Insurance Co | 295,412 | $28.7M | 0.23% | −23,288−7.3% | Reduced |
| CIBC Private Wealth Group, LLC | 288,450 | $29.0M | 0.05% | −7,812−2.6% | Reduced |
| Janney Montgomery Scott LLC | 300,203 | $29.2M | 0.09% | −25,316−7.8% | Reduced |
| Matrix Asset Advisors Inc | 303,851 | $29.5M | 3.53% | −2,049−0.7% | Reduced |
| Chilton Capital Management LLC | 304,880 | $29.6M | 1.33% | −26,620−8.0% | Reduced |
| Erste Asset Management GmbH | 316,633 | $30.5M | 0.40% | +10,377+3.4% | Added |
| KBC Group NV | 315,248 | $30.6M | 0.09% | +4,327+1.4% | Added |
| Ofi Invest Asset Management | 339,348 | $30.8M | 0.82% | +337,347+16,858.9% | Added |
| Renaissance Technologies LLC | 318,624 | $31.0M | 0.05% | −78,359−19.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 321,642 | $31.3M | 1.93% | −423−0.1% | Reduced |
| Colony Group, LLC | 322,036 | $31.3M | 0.11% | +185,669+136.2% | Added |
| GW&K Investment Management, LLC | 324,353 | $31.5M | 0.29% | −7,002−2.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 331,200 | $32.2M | 0.10% | +206,200+165.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 332,626 | $32.3M | 0.05% | −70,486−17.5% | Reduced |
| Comerica Bank | 334,732 | $32.5M | 0.14% | +170.0% | Added |
| MetLife Investment Management | 335,339 | $32.6M | 0.19% | +43,620+15.0% | Added |
| Vontobel Holding Ltd. | 342,499 | $33.3M | 0.11% | +28,570+9.1% | Added |
| State of Michigan Retirement System | 342,726 | $33.3M | 0.17% | −500−0.1% | Reduced |
| Hosking Partners LLP | 350,334 | $34.0M | 1.26% | −29,675−7.8% | Reduced |
| Corebridge Financial, Inc. | 350,703 | $34.1M | 0.19% | +350,703 | New |
| Oppenheimer Asset Management Inc. | 352,518 | $34.3M | 0.44% | +52,429+17.5% | Added |
| Arizona State Retirement System | 355,555 | $34.6M | 0.23% | +2,304+0.7% | Added |
| Nomura Asset Management Co Ltd | 360,421 | $35.0M | 0.12% | +9,728+2.8% | Added |
| Gradient Investments LLC | 362,321 | $35.2M | 0.79% | −1,351−0.4% | Reduced |
| Agf Management Ltd | 363,559 | $35.3M | 0.20% | −84,319−18.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 364,106 | $35.4M | 0.72% | −345−0.1% | Reduced |
| Conning Inc. | 365,298 | $35.4M | 1.28% | −38,345−9.5% | Reduced |
| Swiss Life Asset Management Ltd | 365,418 | $35.5M | 0.42% | +19,232+5.6% | Added |
| Robeco Institutional Asset Management B.V. | 367,254 | $35.7M | 0.08% | +166,682+83.1% | Added |
| Basswood Capital Management, L.L.C. | 369,259 | $35.9M | 2.33% | 00.0% | Unchanged |
| Fiduciary Trust Co | 374,358 | $36.4M | 0.55% | −2,111−0.6% | Reduced |
| Credit Agricole S A | 389,212 | $37.8M | 0.23% | +278,468+251.5% | Added |
| CIBC World Markets Inc. | 389,324 | $37.8M | 0.09% | −80,136−17.1% | Reduced |
| Candriam Luxembourg S.C.A. | 393,841 | $38.3M | 0.23% | +210,226+114.5% | Added |
| Resona Asset Management Co.,Ltd. | 396,735 | $38.5M | 0.23% | −23,888−5.7% | Reduced |
| AXA S.A. | 398,734 | $38.8M | 0.12% | −11,667−2.8% | Reduced |
| Toronto Dominion Bank | 409,141 | $39.8M | 0.06% | −162,900−28.5% | Reduced |
| STRS Ohio | 415,364 | $40.4M | 0.16% | −31,580−7.1% | Reduced |
| Natixis | 424,217 | $41.2M | 0.26% | +331,615+358.1% | Added |
| Commonwealth Equity Services, LLC | 424,742 | $41.3M | 0.07% | +2,575+0.6% | Added |
| Todd Asset Management LLC | 433,798 | $42.2M | 0.88% | +48,005+12.4% | Added |
| Handelsbanken Fonder AB | 439,439 | $42.7M | 0.19% | +13,675+3.2% | Added |
| Rafferty Asset Management, LLC | 440,139 | $42.8M | 0.16% | −508−0.1% | Reduced |
| State of Tennessee, Treasury Department | 441,986 | $43.0M | 0.16% | +19,755+4.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 442,880 | $43.0M | 0.72% | −450−0.1% | Reduced |
| Zurich Insurance Group Ltd | 451,180 | $43.9M | 0.38% | +451,180 | New |
| State of New Jersey Common Pension Fund D | 451,970 | $43.9M | 0.19% | −258,957−36.4% | Reduced |
| Pinnacle Associates Ltd | 452,566 | $44.0M | 0.69% | −11,724−2.5% | Reduced |
| Nisa Investment Advisors, LLC | 467,921 | $45.5M | 0.29% | −11,319−2.4% | Reduced |
| Capital Advisors Inc | 472,729 | $45.9M | 0.95% | +8,663+1.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 490,288 | $47.7M | 0.15% | +37,569+8.3% | Added |
| Teachers Retirement System of the State of Kentucky | 501,301 | $48.7M | 0.44% | +16,642+3.4% | Added |
| Asset Management One Co.,Ltd. | 501,586 | $48.7M | 0.19% | −1,987−0.4% | Reduced |
| Worldquant Millennium Advisors LLC | 502,899 | $48.9M | 0.45% | +306,415+155.9% | Added |
| Lazard Freres Gestion S.A.S. | 532,585 | $49.3M | 1.14% | +2,378+0.4% | Added |
| Gateway Investment Advisers LLC | 509,347 | $49.5M | 0.56% | −19,475−3.7% | Reduced |
| Danske Bank A/S | 518,972 | $50.4M | 0.19% | −48,351−8.5% | Reduced |
| Treasurer of the State of North Carolina | 520,507 | $50.6M | 0.21% | −6,037−1.1% | Reduced |
| SEI Investments Co | 526,151 | $51.1M | 0.07% | +8,260+1.6% | Added |
| Atalanta Sosnoff Capital, LLC | 527,311 | $51.2M | 1.16% | +129,046+32.4% | Added |
| Chilton Investment Co LLC | 530,661 | $51.6M | 1.45% | −211,302−28.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 548,458 | $53.3M | 0.05% | +513,432+1,465.9% | Added |
| Teewinot Capital Advisers, L.L.C. | 555,925 | $54.0M | 5.33% | +158,886+40.0% | Added |
| Calamos Advisors LLC | 574,569 | $55.8M | 0.27% | −120,622−17.4% | Reduced |
| DekaBank Deutsche Girozentrale | 584,912 | $56.1M | 0.10% | −107,872−15.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 587,742 | $57.1M | 0.14% | −22,759−3.7% | Reduced |
| Royal London Asset Management Ltd | 587,778 | $57.1M | 0.15% | −1,796−0.3% | Reduced |
| TD Asset Management Inc | 597,123 | $58.0M | 0.05% | −40,466−6.3% | Reduced |
| LGT Capital Partners Ltd. | 604,120 | $58.7M | 2.00% | +53,540+9.7% | Added |
| Jane Street Group, LLC | 615,701 | $59.8M | 0.06% | +167,814+37.5% | Added |
| Kames Capital plc | 621,413 | $60.3M | 0.85% | +18,330+3.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 620,829 | $60.3M | 3.27% | +12,318+2.0% | Added |
| Clearbridge Investments, LLC | 625,756 | $60.8M | 0.05% | −24,115−3.7% | Reduced |
| Pictet Asset Management Holding SA | 626,485 | $60.9M | 0.07% | −12,227−1.9% | Reduced |
| Victory Capital Management Inc | 644,671 | $62.7M | 0.06% | +22,482+3.6% | Added |
| Caisse de Depot Et Placement du Quebec | 654,781 | $63.6M | 0.15% | +228,554+53.6% | Added |