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
- 1,828
- +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
- 657 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 |
|---|---|---|---|---|---|
| Mariner, LLC | 665,521 | $64.7M | 0.13% | +19,807+3.1% | Added |
| Susquehanna International Group, LLP | 670,514 | $65.2M | 0.11% | −610,440−47.7% | Reduced |
| Public Employees Retirement System of Ohio | 672,008 | $65.3M | 0.25% | +95,715+16.6% | Added |
| Truist Financial Corp | 685,767 | $66.6M | 0.10% | −34,017−4.7% | Reduced |
| Bank of Nova Scotia | 686,589 | $66.7M | 0.13% | +418,682+156.3% | Added |
| State of Wisconsin Investment Board | 686,700 | $66.7M | 0.18% | −6,910−1.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 687,725 | $66.8M | 0.21% | −10,501−1.5% | Reduced |
| Factory Mutual Insurance Co | 715,250 | $69.5M | 0.79% | +45,200+6.7% | Added |
| Rathbone Brothers plc | 720,144 | $70.0M | 0.38% | +33,247+4.8% | Added |
| Ossiam | 732,480 | $71.2M | 1.35% | +503,473+219.9% | Added |
| Pzena Investment Management LLC | 749,823 | $72.9M | 0.26% | −2,011−0.3% | Reduced |
| Aviva PLC | 752,441 | $73.1M | 0.20% | +160,589+27.1% | Added |
| TCW Group Inc | 758,323 | $73.7M | 0.66% | +145,028+23.6% | Added |
| Storebrand Asset Management AS | 763,740 | $74.2M | 0.25% | −3,411−0.4% | Reduced |
| Man Group plc | 775,128 | $75.3M | 0.20% | +241,669+45.3% | Added |
| HighTower Advisors, LLC | 800,883 | $75.7M | 0.12% | +113,060+16.4% | Added |
| US Bancorp | 778,928 | $75.7M | 0.10% | −4,958−0.6% | Reduced |
| UniSuper Management Pty Ltd | 806,503 | $78.4M | 0.65% | +51,872+6.9% | Added |
| RBF Capital, LLC | 810,432 | $78.8M | 4.59% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 819,890 | $79.7M | 0.59% | +378,424+85.7% | Added |
| Aristotle Capital Management, LLC | 820,000 | $79.7M | 0.15% | −107,000−11.5% | Reduced |
| Swedbank AB | 824,754 | $80.2M | 0.11% | −105,133−11.3% | Reduced |
| Citadel Advisors LLC | 847,730 | $82.4M | 0.08% | +753,899+803.5% | Added |
| Allianz Asset Management GmbH | 855,576 | $83.2M | 0.13% | −61,945−6.8% | Reduced |
| M&T Bank Corp | 860,830 | $83.7M | 0.29% | −6,876−0.8% | Reduced |
| Russell Investments Group, Ltd. | 867,939 | $84.2M | 0.14% | −18,766−2.1% | Reduced |
| Brandywine Global Investment Management, LLC | 893,636 | $86.9M | 0.65% | +29,354+3.4% | Added |
| DnB Asset Management AS | 924,790 | $89.9M | 0.43% | +115,145+14.2% | Added |
| Squarepoint Ops LLC | 930,003 | $90.4M | 0.34% | +463,997+99.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 947,905 | $92.1M | 0.22% | +8,840+0.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 979,828 | $95.2M | 0.40% | +344,371+54.2% | Added |
| Korea Investment CORP | 987,357 | $96.0M | 0.24% | +1,125+0.1% | Added |
| Retirement Systems of Alabama | 1,004,952 | $97.7M | 0.38% | −44,055−4.2% | Reduced |
| Capital Fund Management S.A. | 1,023,881 | $99.5M | 1.13% | +149,196+17.1% | Added |
| Douglas Lane & Associates, LLC | 1,031,403 | $100.2M | 1.42% | −7,362−0.7% | Reduced |
| Commerce Bank | 1,120,850 | $108.9M | 0.71% | +1,666+0.1% | Added |
| Bessemer Group Inc | 1,123,905 | $109.2M | 0.19% | +344,454+44.2% | Added |
| Artisan Partners Limited Partnership | 1,127,176 | $109.6M | 0.17% | +70,875+6.7% | Added |
| Natixis Advisors, L.P. | 1,136,587 | $110.5M | 0.24% | +57,156+5.3% | Added |
| American Century Companies Inc | 1,153,910 | $112.1M | 0.07% | −44,264−3.7% | Reduced |
| State Board of Administration of Florida Retirement System | 1,167,614 | $113.5M | 0.22% | −253,541−17.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,200,334 | $116.7M | 0.22% | −28,500−2.3% | Reduced |
| New York State Teachers Retirement System | 1,208,217 | $117.4M | 0.25% | −56,473−4.5% | Reduced |
| Tredje AP-fonden | 1,217,673 | $118.3M | 1.14% | +74,600+6.5% | Added |
| Evercore Wealth Management, LLC | 1,292,178 | $125.6M | 1.98% | −6,387−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 1,297,437 | $126.1M | 0.53% | −4,398−0.3% | Reduced |
| Qube Research & Technologies Ltd | 1,329,405 | $129.2M | 0.24% | +478,956+56.3% | Added |
| Federated Hermes, Inc. | 1,372,582 | $133.4M | 0.32% | −82,004−5.6% | Reduced |
| Hamlin Capital Management, LLC | 1,387,091 | $134.9M | 3.97% | −14,042−1.0% | Reduced |
| FIL Ltd | 1,395,656 | $135.6M | 0.13% | −111,143−7.4% | Reduced |
| LPL Financial LLC | 1,408,908 | $136.9M | 0.07% | +192,027+15.8% | Added |
| Standard Life Aberdeen plc | 1,466,181 | $142.5M | 0.27% | +25,395+1.8% | Added |
| D. E. Shaw & Co., Inc. | 1,466,767 | $142.6M | 0.20% | +188,404+14.7% | Added |
| Prudential Financial Inc | 1,472,058 | $143.1M | 0.21% | +538,691+57.7% | Added |
| Primecap Management Co | 1,505,901 | $146.4M | 0.11% | −62,813−4.0% | Reduced |
| Fifth Third Bancorp | 1,526,147 | $148.3M | 0.56% | −85,835−5.3% | Reduced |
| Great West Life Assurance Co | 1,541,908 | $149.9M | 0.28% | +121,866+8.6% | Added |
| Stifel Financial Corp | 1,542,924 | $150.0M | 0.17% | +17,705+1.2% | Added |
| New York State Common Retirement Fund | 1,601,607 | $155.7M | 0.20% | −31,403−1.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,636,366 | $159.0M | 0.19% | +166,934+11.4% | Added |
| Macquarie Group Ltd | 1,644,188 | $159.8M | 0.18% | +114,068+7.5% | Added |
| Focused Investors LLC | 1,649,700 | $160.3M | 5.21% | −46,500−2.7% | Reduced |
| BNP Paribas Arbitrage, SA | 1,654,210 | $160.8M | 0.17% | +666,645+67.5% | Added |
| Millennium Management LLC | 1,680,185 | $163.3M | 0.13% | +642,466+61.9% | Added |
| CI Private Wealth, LLC | 1,690,074 | $164.3M | 0.29% | −166,479−9.0% | Reduced |
| Raymond James & Associates | 1,734,048 | $168.5M | 0.11% | +33,930+2.0% | Added |
| Neuberger Berman Group LLC | 1,773,697 | $172.4M | 0.14% | −225,263−11.3% | Reduced |
| Ontario Teachers Pension Plan Board | 1,791,472 | $174.1M | 1.71% | −4,025,371−69.2% | Reduced |
| Citigroup Inc | 1,833,872 | $178.2M | 0.17% | +121,555+7.1% | Added |
| Nordea Investment Management AB | 1,910,891 | $185.2M | 0.22% | −313,630−14.1% | Reduced |
| Unisphere Establishment | 1,950,000 | $189.5M | 1.91% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 1,977,082 | $192.2M | 0.63% | +27,504+1.4% | Added |
| California State Teachers Retirement System | 1,985,193 | $192.9M | 0.24% | +9060.0% | Added |
| Fayez Sarofim & Co | 2,058,135 | $200.0M | 0.54% | +899,359+77.6% | Added |
| Ensign Peak Advisors, Inc | 2,063,707 | $200.6M | 0.37% | −212,331−9.3% | Reduced |
| National Pension Service | 2,074,513 | $201.6M | 0.23% | +18,952+0.9% | Added |
| Marshall Wace, LLP | 2,083,424 | $202.5M | 0.29% | +1,753,024+530.6% | Added |
| The PNC Financial Services Group, Inc. | 2,225,075 | $216.3M | 0.14% | −34,373−1.5% | Reduced |
| Canada Pension Plan Investment Board | 2,333,770 | $226.8M | 0.22% | −1,175,579−33.5% | Reduced |
| National Bank of Canada | 2,345,860 | $232.6M | 0.37% | +1,732,508+282.5% | Added |
| California Public Employees Retirement System | 2,468,311 | $239.9M | 0.18% | −1,123,685−31.3% | Reduced |
| Envestnet Asset Management Inc | 2,512,442 | $244.2M | 0.09% | +99,480+4.1% | Added |
| Rhumbline Advisers | 2,516,009 | $244.5M | 0.23% | +4,868+0.2% | Added |
| Cullen Capital Management LLC | 2,580,429 | $250.8M | 2.89% | −125,873−4.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,704,068 | $262.8M | 0.19% | −227,660−7.8% | Reduced |
| Alliancebernstein L.P. | 2,830,611 | $275.1M | 0.10% | −69,555−2.4% | Reduced |
| HSBC Holdings PLC | 3,261,248 | $316.6M | 0.20% | −102,561−3.0% | Reduced |
| Voya Investment Management LLC | 3,985,049 | $387.3M | 0.38% | +944,283+31.1% | Added |
| Wells Fargo & Company | 4,152,019 | $403.5M | 0.10% | +245,614+6.3% | Added |
| Deutsche Bank AG | 4,177,814 | $406.0M | 0.18% | +881,020+26.7% | Added |
| Franklin Resources Inc | 4,481,328 | $435.5M | 0.13% | −2,039,805−31.3% | Reduced |
| Schroder Investment Management Group | 4,669,837 | $453.9M | 0.50% | +733,384+18.6% | Added |
| Principal Financial Group Inc | 4,675,685 | $454.4M | 0.27% | +6,596+0.1% | Added |
| Barclays PLC | 5,356,164 | $520.6M | 0.24% | −3,362,598−38.6% | Reduced |
| Amundi | 5,304,672 | $527.9M | 0.20% | −412,878−7.2% | Reduced |
| Capital World Investors | 5,609,171 | $545.2M | 0.09% | +70.0% | Added |
| Nuveen Asset Management, LLC | 5,912,713 | $574.7M | 0.17% | −47,698−0.8% | Reduced |
| Morgan Stanley | 6,068,850 | $589.8M | 0.05% | +91,620+1.5% | Added |
| Bank of Montreal | 6,163,303 | $602.9M | 0.30% | −480,258−7.2% | Reduced |
| Janus Henderson Group PLC | 6,756,525 | $656.7M | 0.35% | −152,196−2.2% | Reduced |