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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| DnB Asset Management AS | 924,790 | $89.9M | 0.43% | +115,145+14.2% | Added |
| Brandywine Global Investment Management, LLC | 893,636 | $86.9M | 0.65% | +29,354+3.4% | Added |
| Russell Investments Group, Ltd. | 867,939 | $84.2M | 0.14% | −18,766−2.1% | Reduced |
| M&T Bank Corp | 860,830 | $83.7M | 0.29% | −6,876−0.8% | Reduced |
| Allianz Asset Management GmbH | 855,576 | $83.2M | 0.13% | −61,945−6.8% | Reduced |
| Citadel Advisors LLC | 847,730 | $82.4M | 0.08% | +753,899+803.5% | Added |
| Swedbank AB | 824,754 | $80.2M | 0.11% | −105,133−11.3% | Reduced |
| Aristotle Capital Management, LLC | 820,000 | $79.7M | 0.15% | −107,000−11.5% | Reduced |
| Clark Capital Management Group, Inc. | 819,890 | $79.7M | 0.59% | +378,424+85.7% | Added |
| RBF Capital, LLC | 810,432 | $78.8M | 4.59% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 806,503 | $78.4M | 0.65% | +51,872+6.9% | Added |
| US Bancorp | 778,928 | $75.7M | 0.10% | −4,958−0.6% | Reduced |
| HighTower Advisors, LLC | 800,883 | $75.7M | 0.12% | +113,060+16.4% | Added |
| Man Group plc | 775,128 | $75.3M | 0.20% | +241,669+45.3% | Added |
| Storebrand Asset Management AS | 763,740 | $74.2M | 0.25% | −3,411−0.4% | Reduced |
| TCW Group Inc | 758,323 | $73.7M | 0.66% | +145,028+23.6% | Added |
| Aviva PLC | 752,441 | $73.1M | 0.20% | +160,589+27.1% | Added |
| Pzena Investment Management LLC | 749,823 | $72.9M | 0.26% | −2,011−0.3% | Reduced |
| Ossiam | 732,480 | $71.2M | 1.35% | +503,473+219.9% | Added |
| Rathbone Brothers plc | 720,144 | $70.0M | 0.38% | +33,247+4.8% | Added |
| Factory Mutual Insurance Co | 715,250 | $69.5M | 0.79% | +45,200+6.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 687,725 | $66.8M | 0.21% | −10,501−1.5% | Reduced |
| State of Wisconsin Investment Board | 686,700 | $66.7M | 0.18% | −6,910−1.0% | Reduced |
| Bank of Nova Scotia | 686,589 | $66.7M | 0.13% | +418,682+156.3% | Added |
| Truist Financial Corp | 685,767 | $66.6M | 0.10% | −34,017−4.7% | Reduced |
| Public Employees Retirement System of Ohio | 672,008 | $65.3M | 0.25% | +95,715+16.6% | Added |
| Susquehanna International Group, LLP | 670,514 | $65.2M | 0.11% | −610,440−47.7% | Reduced |
| Mariner, LLC | 665,521 | $64.7M | 0.13% | +19,807+3.1% | Added |
| Employees Retirement System of Texas | 659,400 | $64.1M | 0.60% | +95,400+16.9% | Added |
| Caisse de Depot Et Placement du Quebec | 654,781 | $63.6M | 0.15% | +228,554+53.6% | Added |
| Victory Capital Management Inc | 644,671 | $62.7M | 0.06% | +22,482+3.6% | Added |
| Pictet Asset Management Holding SA | 626,485 | $60.9M | 0.07% | −12,227−1.9% | Reduced |
| Clearbridge Investments, LLC | 625,756 | $60.8M | 0.05% | −24,115−3.7% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 620,829 | $60.3M | 3.27% | +12,318+2.0% | Added |
| Kames Capital plc | 621,413 | $60.3M | 0.85% | +18,330+3.0% | Added |
| Jane Street Group, LLC | 615,701 | $59.8M | 0.06% | +167,814+37.5% | Added |
| LGT Capital Partners Ltd. | 604,120 | $58.7M | 2.00% | +53,540+9.7% | Added |
| TD Asset Management Inc | 597,123 | $58.0M | 0.05% | −40,466−6.3% | Reduced |
| Royal London Asset Management Ltd | 587,778 | $57.1M | 0.15% | −1,796−0.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 587,742 | $57.1M | 0.14% | −22,759−3.7% | Reduced |
| DekaBank Deutsche Girozentrale | 584,912 | $56.1M | 0.10% | −107,872−15.6% | Reduced |
| Calamos Advisors LLC | 574,569 | $55.8M | 0.27% | −120,622−17.4% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 555,925 | $54.0M | 5.33% | +158,886+40.0% | Added |
| Arrowstreet Capital, Limited Partnership | 548,458 | $53.3M | 0.05% | +513,432+1,465.9% | Added |
| Chilton Investment Co LLC | 530,661 | $51.6M | 1.45% | −211,302−28.5% | Reduced |
| Atalanta Sosnoff Capital, LLC | 527,311 | $51.2M | 1.16% | +129,046+32.4% | Added |
| SEI Investments Co | 526,151 | $51.1M | 0.07% | +8,260+1.6% | Added |
| Treasurer of the State of North Carolina | 520,507 | $50.6M | 0.21% | −6,037−1.1% | Reduced |
| Danske Bank A/S | 518,972 | $50.4M | 0.19% | −48,351−8.5% | Reduced |
| Gateway Investment Advisers LLC | 509,347 | $49.5M | 0.56% | −19,475−3.7% | Reduced |
| Lazard Freres Gestion S.A.S. | 532,585 | $49.3M | 1.14% | +2,378+0.4% | Added |
| Worldquant Millennium Advisors LLC | 502,899 | $48.9M | 0.45% | +306,415+155.9% | Added |
| Asset Management One Co.,Ltd. | 501,586 | $48.7M | 0.19% | −1,987−0.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 501,301 | $48.7M | 0.44% | +16,642+3.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 490,288 | $47.7M | 0.15% | +37,569+8.3% | Added |
| Capital Advisors Inc | 472,729 | $45.9M | 0.95% | +8,663+1.9% | Added |
| Nisa Investment Advisors, LLC | 467,921 | $45.5M | 0.29% | −11,319−2.4% | Reduced |
| Pinnacle Associates Ltd | 452,566 | $44.0M | 0.69% | −11,724−2.5% | Reduced |
| State of New Jersey Common Pension Fund D | 451,970 | $43.9M | 0.19% | −258,957−36.4% | Reduced |
| Zurich Insurance Group Ltd | 451,180 | $43.9M | 0.38% | +451,180 | New |
| Migdal Insurance & Financial Holdings Ltd. | 442,880 | $43.0M | 0.72% | −450−0.1% | Reduced |
| State of Tennessee, Treasury Department | 441,986 | $43.0M | 0.16% | +19,755+4.7% | Added |
| Rafferty Asset Management, LLC | 440,139 | $42.8M | 0.16% | −508−0.1% | Reduced |
| Handelsbanken Fonder AB | 439,439 | $42.7M | 0.19% | +13,675+3.2% | Added |
| Todd Asset Management LLC | 433,798 | $42.2M | 0.88% | +48,005+12.4% | Added |
| Commonwealth Equity Services, LLC | 424,742 | $41.3M | 0.07% | +2,575+0.6% | Added |
| Natixis | 424,217 | $41.2M | 0.26% | +331,615+358.1% | Added |
| STRS Ohio | 415,364 | $40.4M | 0.16% | −31,580−7.1% | Reduced |
| Toronto Dominion Bank | 409,141 | $39.8M | 0.06% | −162,900−28.5% | Reduced |
| AXA S.A. | 398,734 | $38.8M | 0.12% | −11,667−2.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 396,735 | $38.5M | 0.23% | −23,888−5.7% | Reduced |
| Candriam Luxembourg S.C.A. | 393,841 | $38.3M | 0.23% | +210,226+114.5% | Added |
| CIBC World Markets Inc. | 389,324 | $37.8M | 0.09% | −80,136−17.1% | Reduced |
| Credit Agricole S A | 389,212 | $37.8M | 0.23% | +278,468+251.5% | Added |
| Fiduciary Trust Co | 374,358 | $36.4M | 0.55% | −2,111−0.6% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $35.9M | 2.33% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 367,254 | $35.7M | 0.08% | +166,682+83.1% | Added |
| Swiss Life Asset Management Ltd | 365,418 | $35.5M | 0.42% | +19,232+5.6% | Added |
| Conning Inc. | 365,298 | $35.4M | 1.28% | −38,345−9.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 364,106 | $35.4M | 0.72% | −345−0.1% | Reduced |
| Agf Management Ltd | 363,559 | $35.3M | 0.20% | −84,319−18.8% | Reduced |
| Gradient Investments LLC | 362,321 | $35.2M | 0.79% | −1,351−0.4% | Reduced |
| Nomura Asset Management Co Ltd | 360,421 | $35.0M | 0.12% | +9,728+2.8% | Added |
| Arizona State Retirement System | 355,555 | $34.6M | 0.23% | +2,304+0.7% | Added |
| Oppenheimer Asset Management Inc. | 352,518 | $34.3M | 0.44% | +52,429+17.5% | Added |
| Corebridge Financial, Inc. | 350,703 | $34.1M | 0.19% | +350,703 | New |
| Hosking Partners LLP | 350,334 | $34.0M | 1.26% | −29,675−7.8% | Reduced |
| State of Michigan Retirement System | 342,726 | $33.3M | 0.17% | −500−0.1% | Reduced |
| Vontobel Holding Ltd. | 342,499 | $33.3M | 0.11% | +28,570+9.1% | Added |
| MetLife Investment Management | 335,339 | $32.6M | 0.19% | +43,620+15.0% | Added |
| Comerica Bank | 334,732 | $32.5M | 0.14% | +170.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 332,626 | $32.3M | 0.05% | −70,486−17.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 331,200 | $32.2M | 0.10% | +206,200+165.0% | Added |
| GW&K Investment Management, LLC | 324,353 | $31.5M | 0.29% | −7,002−2.1% | Reduced |
| Colony Group, LLC | 322,036 | $31.3M | 0.11% | +185,669+136.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 321,642 | $31.3M | 1.93% | −423−0.1% | Reduced |
| Renaissance Technologies LLC | 318,624 | $31.0M | 0.05% | −78,359−19.7% | Reduced |
| Ofi Invest Asset Management | 339,348 | $30.8M | 0.82% | +337,347+16,858.9% | Added |
| KBC Group NV | 315,248 | $30.6M | 0.09% | +4,327+1.4% | Added |
| Erste Asset Management GmbH | 316,633 | $30.5M | 0.40% | +10,377+3.4% | Added |