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 |
|---|---|---|---|---|---|
| Chilton Capital Management LLC | 304,880 | $29.6M | 1.33% | −26,620−8.0% | Reduced |
| Matrix Asset Advisors Inc | 303,851 | $29.5M | 3.53% | −2,049−0.7% | Reduced |
| Janney Montgomery Scott LLC | 300,203 | $29.2M | 0.09% | −25,316−7.8% | Reduced |
| CIBC Private Wealth Group, LLC | 288,450 | $29.0M | 0.05% | −7,812−2.6% | Reduced |
| Varma Mutual Pension Insurance Co | 295,412 | $28.7M | 0.23% | −23,288−7.3% | Reduced |
| Madison Asset Management, LLC | 291,336 | $28.3M | 0.35% | −54,752−15.8% | Reduced |
| Mackenzie Financial Corp | 288,336 | $28.0M | 0.04% | +5,595+2.0% | Added |
| Blue Chip Partners, Inc. | 285,276 | $27.7M | 2.56% | +8,297+3.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 282,680 | $27.5M | 0.68% | +6,207+2.2% | Added |
| Trexquant Investment LP | 280,773 | $27.3M | 0.42% | +145,898+108.2% | Added |
| Baird Financial Group, Inc. | 280,125 | $27.2M | 0.06% | +48,564+21.0% | Added |
| Mn Services Vermogensbeheer B.V. | 278,300 | $27.0M | 0.20% | −12,300−4.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 274,866 | $26.7M | 0.18% | −158−0.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 271,628 | $26.4M | 0.13% | +31,200+13.0% | Added |
| Heritage Investors Management Corp | 267,118 | $26.0M | 0.91% | −2,769−1.0% | Reduced |
| Maple Capital Management, Inc. | 263,107 | $25.6M | 2.07% | +5,887+2.3% | Added |
| Forsta Ap-Fonden | 262,663 | $25.5M | 0.23% | −34,500−11.6% | Reduced |
| Bollard Group LLC | 260,528 | $25.3M | 0.71% | +4,654+1.8% | Added |
| Adams Diversified Equity Fund, Inc. | 258,669 | $25.1M | 0.86% | −43,600−14.4% | Reduced |
| Annex Advisory Services, LLC | 258,666 | $25.1M | 0.89% | +20,169+8.5% | Added |
| Crossmark Global Holdings, Inc. | 257,736 | $25.0M | 0.48% | +5,896+2.3% | Added |
| Gabelli Funds LLC | 256,401 | $24.9M | 0.19% | −9,120−3.4% | Reduced |
| NFJ Investment Group, LLC | 254,669 | $24.8M | 0.76% | −12,400−4.6% | Reduced |
| CIBC World Markets Corp | 254,374 | $24.7M | 0.16% | −80,988−24.1% | Reduced |
| ProShare Advisors LLC | 254,118 | $24.7M | 0.07% | +11,407+4.7% | Added |
| Teacher Retirement System of Texas | 253,272 | $24.6M | 0.14% | +85,586+51.0% | Added |
| Keybank National Association | 253,151 | $24.6M | 0.10% | −4,527−1.8% | Reduced |
| HRT Financial LP | 252,956 | $24.6M | 0.14% | −158,742−38.6% | Reduced |
| Assetmark, Inc | 251,593 | $24.5M | 0.08% | +24,351+10.7% | Added |
| MML Investors Services, LLC | 251,199 | $24.4M | 0.10% | +7,270+3.0% | Added |
| IFM Investors Pty Ltd | 250,207 | $24.3M | 0.25% | +1,205+0.5% | Added |
| Harvest Portfolios Group Inc. | 249,071 | $24.2M | 0.93% | −25,120−9.2% | Reduced |
| Amalgamated Bank | 248,826 | $24.2M | 0.21% | −5,516−2.2% | Reduced |
| SG Americas Securities, LLC | 248,376 | $24.1M | 0.15% | −50,430−16.9% | Reduced |
| TD Waterhouse Canada Inc. | 239,757 | $23.8M | 0.21% | +2,711+1.1% | Added |
| Rockefeller Capital Management L.P. | 239,956 | $23.3M | 0.07% | −166,756−41.0% | Reduced |
| Ninety One UK Ltd | 238,947 | $23.2M | 0.06% | 00.0% | Unchanged |
| Czech National Bank | 238,462 | $23.2M | 0.27% | +18,009+8.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 237,080 | $23.0M | 0.95% | −271,769−53.4% | Reduced |
| Tudor Investment Corp Et Al | 236,907 | $23.0M | 0.26% | +194,642+460.5% | Added |
| Acadian Asset Management LLC | 236,217 | $23.0M | 0.07% | +234,969+18,827.6% | Added |
| Connors Investor Services Inc | 235,904 | $22.9M | 2.39% | +740.0% | Added |
| Capital Group Private Client Services, Inc. | 235,706 | $22.9M | 0.23% | −3,133−1.3% | Reduced |
| QRG Capital Management, Inc. | 235,470 | $22.9M | 0.27% | +11,361+5.1% | Added |
| British Columbia Investment Management Corp | 234,923 | $22.8M | 0.14% | +87,457+59.3% | Added |
| Quadrature Capital Ltd | 234,262 | $22.8M | 0.38% | −123,532−34.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 232,504 | $22.6M | 0.97% | +2,859+1.2% | Added |
| Edge Capital Group, LLC | 232,443 | $22.6M | 1.09% | +7,992+3.6% | Added |
| AMF Pensionsforsakring AB | 231,181 | $22.5M | 0.17% | −454,928−66.3% | Reduced |
| Abner Herrman & Brock LLC | 231,165 | $22.5M | 2.85% | +6,946+3.1% | Added |
| Hallmark Capital Management Inc | 223,797 | $21.8M | 1.73% | −14,787−6.2% | Reduced |
| Chartwell Investment Partners, LLC | 223,391 | $21.7M | 0.76% | +1,685+0.8% | Added |
| First Trust Advisors LP | 221,957 | $21.6M | 0.02% | +14,045+6.8% | Added |
| USS Investment Management Ltd | 215,494 | $20.9M | 0.17% | +3,299+1.6% | Added |
| Bailard, Inc. | 213,660 | $20.8M | 0.57% | −2,328−1.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 213,129 | $20.7M | 1.36% | +2,498+1.2% | Added |
| Public Sector Pension Investment Board | 212,183 | $20.6M | 0.13% | +15,073+7.6% | Added |
| Lazard Asset Management LLC | 211,977 | $20.6M | 0.03% | +174,847+470.9% | Added |
| Creative Planning | 211,212 | $20.5M | 0.02% | +41,660+24.6% | Added |
| Fukoku Mutual Life Insurance Co | 210,951 | $20.5M | 1.58% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 207,473 | $20.2M | 0.21% | +12,936+6.6% | Added |
| Umb Bank N A | 207,204 | $20.1M | 0.33% | −57,594−21.8% | Reduced |
| Copeland Capital Management, LLC | 206,102 | $20.0M | 0.37% | +7,511+3.8% | Added |
| Susquehanna Fundamental Investments, LLC | 206,066 | $20.0M | 0.46% | +206,066 | New |
| Cerity Partners LLC | 204,013 | $19.8M | 0.05% | −26,281−11.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 202,624 | $19.7M | 0.21% | −26,455−11.5% | Reduced |
| Diamond Hill Capital Management Inc | 202,252 | $19.7M | 0.08% | 00.0% | Unchanged |
| Camden Capital, LLC | 201,936 | $19.6M | 1.57% | −1,315−0.6% | Reduced |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 201,333 | $19.6M | 0.22% | +201,333 | New |
| J.P. Marvel Investment Advisors, LLC | 200,512 | $19.5M | 3.20% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 196,837 | $19.1M | 2.18% | −7,473−3.7% | 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 |
| Utah Retirement Systems | 191,268 | $18.6M | 0.22% | −11,700−5.8% | Reduced |
| New York Life Investment Management LLC | 190,955 | $18.6M | 0.19% | +1,355+0.7% | Added |
| CIBC Asset Management Inc | 190,474 | $18.5M | 0.07% | −19,768−9.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $18.3M | 0.21% | 00.0% | Unchanged |
| Bridger Management, LLC | 187,714 | $18.2M | 9.39% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 185,000 | $18.0M | 1.41% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 184,041 | $17.9M | 0.20% | −1,267−0.7% | Reduced |
| MAI Capital Management | 183,613 | $17.8M | 0.18% | −3,050−1.6% | Reduced |
| Nexus Investment Management ULC | 182,027 | $17.7M | 1.86% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 180,576 | $17.6M | 0.58% | +766+0.4% | Added |
| Yousif Capital Management, LLC | 178,688 | $17.4M | 0.20% | −3,821−2.1% | Reduced |
| RMB Capital Management, LLC | 178,071 | $17.3M | 0.41% | −50,172−22.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 177,190 | $17.2M | 0.04% | +177,190 | New |
| Cubist Systematic Strategies, LLC | 176,460 | $17.2M | 0.30% | +176,460 | New |
| Gamco Investors, Inc. Et Al | 175,816 | $17.1M | 0.19% | −13,894−7.3% | Reduced |
| TCG Advisory Services, LLC | 175,695 | $17.1M | 0.82% | +736+0.4% | Added |
| Peapack Gladstone Financial Corp | 175,225 | $17.0M | 0.26% | +1,225+0.7% | Added |
| Xponance, Inc. | 174,637 | $17.0M | 0.17% | +1,653+1.0% | Added |
| Ninety One SA (PTY) Ltd | 173,121 | $16.8M | 2.60% | +173,121 | New |
| Edgar Lomax Co | 172,240 | $16.7M | 1.08% | −3,015−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 170,481 | $16.6M | 0.04% | −13,441−7.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 170,050 | $16.5M | 0.04% | +14,603+9.4% | Added |
| Mercer Global Advisors Inc | 170,133 | $16.5M | 0.05% | +10,082+6.3% | Added |
| Grand Jean Capital Management Inc | 169,585 | $16.5M | 4.11% | +1,415+0.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 166,064 | $16.1M | 0.39% | +2,436+1.5% | Added |
| Walleye Trading LLC | 164,911 | $16.0M | 0.32% | +161,969+5,505.4% | Added |
| Pathstone Holdings, LLC | 163,476 | $15.9M | 0.07% | +3,189+2.0% | Added |