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, Q3 2024
Institutional positions in Morgan Stanley as of Sep 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
- 1,875
- +69 vs. Q2 2024
- Shares held
- 1.35B
- +88.0M (+7.0%) vs. Q2 2024
- Total value
- $141.1B
- +$18.2B (+14.8%) vs. Q2 2024
- New holders
- 177
- 764 more added
- Sold out
- 108
- 660 more reduced
23 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $218.1B |
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $39.3B | 100.00% | 00.0% | Unchanged |
| State Street Corp | 110,279,349 | $11.5B | 0.47% | +10,5860.0% | Added |
| Vanguard Group Inc | 109,436,152 | $11.4B | 0.20% | +785,995+0.7% | Added |
| BlackRock, Inc. | 88,782,071 | $9.25B | 0.19% | +88,782,071 | New |
| JPMorgan Chase & Co | 40,993,901 | $4.27B | 0.34% | −8,601,830−17.3% | Reduced |
| Wellington Management Group LLP | 31,171,766 | $3.25B | 0.57% | −7,359,377−19.1% | Reduced |
| Capital International Investors | 30,017,631 | $3.13B | 0.60% | +327,571+1.1% | Added |
| Geode Capital Management, LLC | 25,240,729 | $2.62B | 0.21% | +269,633+1.1% | Added |
| FMR LLC | 22,836,225 | $2.38B | 0.14% | −340,389−1.5% | Reduced |
| Fisher Asset Management, LLC | 22,404,981 | $2.34B | 0.96% | +590,872+2.7% | Added |
| Bank of America Corp | 20,827,995 | $2.17B | 0.19% | −188,151−0.9% | Reduced |
| Massachusetts Financial Services Co | 19,169,369 | $2.00B | 0.60% | −321,473−1.6% | Reduced |
| Capital Research Global Investors | 15,050,540 | $1.57B | 0.33% | +6,394,808+73.9% | Added |
| Goldman Sachs Group Inc | 14,965,570 | $1.56B | 0.30% | +1,226,009+8.9% | Added |
| Norges Bank | 14,941,146 | $1.56B | 0.22% | +594,286+4.1% | Added |
| Ameriprise Financial Inc | 13,111,818 | $1.37B | 0.35% | +96,487+0.7% | Added |
| Price T Rowe Associates Inc | 12,222,263 | $1.27B | 0.15% | −410,541−3.2% | Reduced |
| Northern Trust Corp | 11,169,608 | $1.16B | 0.19% | −797,888−6.7% | Reduced |
| Bank of New York Mellon Corp | 11,019,072 | $1.15B | 0.21% | −1,856,605−14.4% | Reduced |
| Charles Schwab Investment Management Inc | 10,971,995 | $1.14B | 0.22% | +15,622+0.1% | Added |
| UBS Group AG | 10,431,378 | $1.09B | 0.30% | +468,128+4.7% | Added |
| Invesco Ltd. | 10,356,874 | $1.08B | 0.21% | −449,618−4.2% | Reduced |
| Manufacturers Life Insurance Company, The | 8,859,140 | $923.5M | 0.81% | −121,102−1.3% | Reduced |
| Franklin Resources Inc | 7,850,848 | $881.5M | 0.25% | +3,369,520+75.2% | Added |
| UBS Asset Management Americas Inc | 8,454,177 | $881.3M | 0.23% | +385,780+4.8% | Added |
| Legal & General Group Plc | 8,249,376 | $859.9M | 0.23% | +45,977+0.6% | Added |
| Dimensional Fund Advisors LP | 8,102,065 | $844.6M | 0.20% | −732,307−8.3% | Reduced |
| Royal Bank of Canada | 7,547,847 | $786.8M | 0.17% | −221,825−2.9% | Reduced |
| Janus Henderson Group PLC | 6,314,308 | $658.2M | 0.34% | −442,217−6.5% | Reduced |
| Bank of Montreal | 6,261,038 | $651.8M | 0.31% | +97,735+1.6% | Added |
| Boston Partners | 6,179,511 | $648.4M | 0.77% | −974,004−13.6% | Reduced |
| Morgan Stanley | 6,111,353 | $637.0M | 0.05% | +42,503+0.7% | Added |
| Barclays PLC | 6,078,153 | $633.6M | 0.28% | +721,989+13.5% | Added |
| Alphinity Investment Management Pty Ltd | 5,971,265 | $622.4M | 3.68% | +5,971,265 | New |
| Nuveen Asset Management, LLC | 5,801,821 | $604.8M | 0.17% | −110,892−1.9% | Reduced |
| Capital World Investors | 5,628,444 | $586.7M | 0.09% | +19,273+0.3% | Added |
| Amundi | 4,811,589 | $513.6M | 0.19% | −493,083−9.3% | Reduced |
| Deutsche Bank AG | 4,867,141 | $507.4M | 0.21% | +689,327+16.5% | Added |
| Schroder Investment Management Group | 4,828,686 | $503.3M | 0.52% | +158,849+3.4% | Added |
| Principal Financial Group Inc | 4,711,805 | $491.2M | 0.27% | +36,120+0.8% | Added |
| Wells Fargo & Company | 4,345,532 | $453.0M | 0.11% | +193,513+4.7% | Added |
| Voya Investment Management LLC | 4,054,639 | $422.7M | 0.44% | +69,590+1.7% | Added |
| HSBC Holdings PLC | 3,381,149 | $352.1M | 0.22% | +119,901+3.7% | Added |
| Alliancebernstein L.P. | 2,842,101 | $296.3M | 0.10% | +11,490+0.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,732,791 | $284.9M | 0.20% | +28,723+1.1% | Added |
| Envestnet Asset Management Inc | 2,526,924 | $263.4M | 0.09% | +14,482+0.6% | Added |
| Millennium Management LLC | 2,519,040 | $262.6M | 0.23% | +838,855+49.9% | Added |
| California Public Employees Retirement System | 2,495,210 | $260.1M | 0.18% | +26,899+1.1% | Added |
| Cullen Capital Management LLC | 2,461,917 | $256.6M | 2.79% | −118,512−4.6% | Reduced |
| Federated Hermes, Inc. | 2,446,266 | $255.0M | 0.56% | +1,073,684+78.2% | Added |
| Rhumbline Advisers | 2,426,282 | $252.9M | 0.23% | −89,727−3.6% | Reduced |
| National Pension Service | 2,371,049 | $247.2M | 0.24% | +296,536+14.3% | Added |
| BNP Paribas Arbitrage, SA | 2,317,799 | $241.6M | 0.24% | +663,589+40.1% | Added |
| Canada Pension Plan Investment Board | 2,267,186 | $236.3M | 0.22% | −66,584−2.9% | Reduced |
| The PNC Financial Services Group, Inc. | 2,245,833 | $234.1M | 0.15% | +20,758+0.9% | Added |
| Ensign Peak Advisors, Inc | 2,181,465 | $227.4M | 0.40% | +117,758+5.7% | Added |
| Nordea Investment Management AB | 2,097,200 | $217.8M | 0.25% | +186,309+9.7% | Added |
| Neuberger Berman Group LLC | 2,083,531 | $217.2M | 0.17% | +309,834+17.5% | Added |
| Raymond James & Associates | 2,077,282 | $216.5M | 0.13% | +343,234+19.8% | Added |
| California State Teachers Retirement System | 1,970,713 | $205.4M | 0.24% | −14,480−0.7% | Reduced |
| Unisphere Establishment | 1,950,000 | $203.3M | 1.93% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 1,947,252 | $203.0M | 0.65% | −29,830−1.5% | Reduced |
| Fayez Sarofim & Co | 1,913,135 | $199.4M | 0.51% | −145,000−7.0% | Reduced |
| CI Private Wealth, LLC | 1,904,824 | $198.2M | 0.31% | +214,750+12.7% | Added |
| Macquarie Group Ltd | 1,896,557 | $197.7M | 0.21% | +252,369+15.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,766,239 | $184.1M | 0.20% | +129,873+7.9% | Added |
| Citigroup Inc | 1,763,634 | $183.8M | 0.17% | −70,238−3.8% | Reduced |
| LPL Financial LLC | 1,656,079 | $172.6M | 0.08% | +247,171+17.5% | Added |
| Standard Life Aberdeen plc | 1,628,952 | $169.2M | 0.31% | +162,771+11.1% | Added |
| Focused Investors LLC | 1,618,200 | $168.7M | 5.12% | −31,500−1.9% | Reduced |
| Stifel Financial Corp | 1,607,923 | $167.6M | 0.18% | +64,999+4.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,597,800 | $166.6M | 0.40% | +1,266,600+382.4% | Added |
| Great West Life Assurance Co | 1,562,031 | $163.0M | 0.28% | +20,123+1.3% | Added |
| Arrowstreet Capital, Limited Partnership | 1,522,825 | $158.7M | 0.14% | +974,367+177.7% | Added |
| Fifth Third Bancorp | 1,514,494 | $157.9M | 0.57% | −11,653−0.8% | Reduced |
| Hamlin Capital Management, LLC | 1,503,973 | $156.8M | 3.93% | +116,882+8.4% | Added |
| New York State Common Retirement Fund | 1,498,503 | $156.2M | 0.21% | −103,104−6.4% | Reduced |
| Primecap Management Co | 1,450,907 | $151.2M | 0.11% | −54,994−3.7% | Reduced |
| Prudential Financial Inc | 1,425,102 | $148.6M | 0.21% | −46,956−3.2% | Reduced |
| FIL Ltd | 1,345,487 | $140.3M | 0.13% | −50,169−3.6% | Reduced |
| HighTower Advisors, LLC | 1,370,572 | $140.1M | 0.20% | +569,689+71.1% | Added |
| Public Employees Retirement Association of Colorado | 1,294,580 | $134.9M | 0.54% | −2,857−0.2% | Reduced |
| Evercore Wealth Management, LLC | 1,282,786 | $133.7M | 2.01% | −9,392−0.7% | Reduced |
| Tredje AP-fonden | 1,232,973 | $128.5M | 1.16% | +15,300+1.3% | Added |
| Korea Investment CORP | 1,219,459 | $127.1M | 0.30% | +232,102+23.5% | Added |
| Adage Capital Partners GP, L.L.C. | 1,174,234 | $122.4M | 0.22% | −26,100−2.2% | Reduced |
| Natixis Advisors, L.P. | 1,152,937 | $120.2M | 0.23% | +16,350+1.4% | Added |
| New York State Teachers Retirement System | 1,147,624 | $119.6M | 0.25% | −60,593−5.0% | Reduced |
| Bessemer Group Inc | 1,146,678 | $119.5M | 0.20% | +22,773+2.0% | Added |
| State Board of Administration of Florida Retirement System | 1,131,850 | $118.0M | 0.23% | −35,764−3.1% | Reduced |
| Commerce Bank | 1,128,893 | $117.7M | 0.72% | +8,043+0.7% | Added |
| Ossiam | 1,118,299 | $116.6M | 2.25% | +385,819+52.7% | Added |
| National Bank of Canada | 1,102,176 | $114.9M | 0.16% | −1,243,684−53.0% | Reduced |
| American Century Companies Inc | 1,101,337 | $114.8M | 0.07% | −52,573−4.6% | Reduced |
| Artisan Partners Limited Partnership | 1,084,570 | $113.1M | 0.17% | −42,606−3.8% | Reduced |
| Marshall Wace, LLP | 1,078,083 | $112.4M | 0.15% | −1,005,341−48.3% | Reduced |
| Man Group plc | 1,044,802 | $108.9M | 0.31% | +269,674+34.8% | Added |
| Brandywine Global Investment Management, LLC | 933,595 | $104.8M | 0.70% | +39,959+4.5% | Added |
| Douglas Lane & Associates, LLC | 1,000,142 | $104.3M | 1.43% | −31,261−3.0% | Reduced |
| Susquehanna International Group, LLP | 974,905 | $101.6M | 0.17% | +304,391+45.4% | Added |