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
- 1,874
- +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
- 659 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 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 177,179 | $18.5M | 0.19% | −6,862−3.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 179,126 | $18.7M | 0.05% | +9,076+5.3% | Added |
| NorthCrest Asset Manangement, LLC | 181,749 | $18.9M | 0.57% | +1,173+0.6% | Added |
| Nexus Investment Management ULC | 182,027 | $19.0M | 1.86% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 181,803 | $19.0M | 0.04% | +11,670+6.9% | Added |
| LVM Capital Management Ltd | 196,837 | $19.1M | 2.18% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 184,598 | $19.2M | 0.19% | −6,357−3.3% | Reduced |
| Pacific Heights Asset Management LLC | 185,000 | $19.3M | 1.43% | 00.0% | Unchanged |
| Bridger Management, LLC | 187,714 | $19.6M | 9.79% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $19.6M | 0.21% | 00.0% | Unchanged |
| Utah Retirement Systems | 191,968 | $20.0M | 0.23% | +700+0.4% | Added |
| Umb Bank N A | 195,757 | $20.4M | 0.32% | −11,447−5.5% | Reduced |
| Copeland Capital Management, LLC | 198,086 | $20.6M | 0.36% | −8,016−3.9% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 199,926 | $20.8M | 3.40% | −586−0.3% | Reduced |
| Diamond Hill Capital Management Inc | 202,252 | $21.1M | 0.09% | 00.0% | Unchanged |
| Camden Capital, LLC | 202,469 | $21.1M | 2.28% | +533+0.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 202,983 | $21.1M | 0.21% | +359+0.2% | Added |
| British Columbia Investment Management Corp | 203,385 | $21.2M | 0.13% | −31,538−13.4% | Reduced |
| USS Investment Management Ltd | 210,057 | $21.9M | 0.16% | −5,437−2.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 210,248 | $21.9M | 1.57% | −703−0.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 211,033 | $22.0M | 0.22% | +211,033 | New |
| Moody Lynn & Lieberson, LLC | 211,480 | $22.0M | 1.36% | −1,649−0.8% | Reduced |
| Bailard, Inc. | 211,867 | $22.1M | 0.57% | −1,793−0.8% | Reduced |
| Public Sector Pension Investment Board | 217,396 | $22.7M | 0.12% | +5,213+2.5% | Added |
| Creative Planning | 220,114 | $22.9M | 0.02% | +8,902+4.2% | Added |
| Chartwell Investment Partners, LLC | 220,262 | $23.0M | 0.79% | −3,129−1.4% | Reduced |
| Madison Asset Management, LLC | 221,191 | $23.1M | 0.26% | −70,145−24.1% | Reduced |
| CIBC Asset Management Inc | 221,196 | $23.1M | 0.07% | +30,722+16.1% | Added |
| Sanctuary Advisors, LLC | 172,114 | $23.2M | 0.15% | +13,425+8.5% | Added |
| Hallmark Capital Management Inc | 222,518 | $23.2M | 1.72% | −1,279−0.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 240,682 | $23.4M | 0.17% | +106,981+80.0% | Added |
| Edge Capital Group, LLC | 229,662 | $23.9M | 1.06% | −2,781−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 213,228 | $23.9M | 0.21% | +5,755+2.8% | Added |
| Adams Diversified Equity Fund, Inc. | 231,069 | $24.1M | 0.89% | −27,600−10.7% | Reduced |
| Abner Herrman & Brock LLC | 231,133 | $24.1M | 2.91% | −320.0% | Reduced |
| TD Waterhouse Canada Inc. | 222,393 | $24.1M | 0.20% | −17,364−7.2% | Reduced |
| Capital Group Private Client Services, Inc. | 231,930 | $24.2M | 0.23% | −3,776−1.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 233,502 | $24.3M | 1.01% | +998+0.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 237,080 | $24.7M | 1.69% | 00.0% | Unchanged |
| ProShare Advisors LLC | 239,440 | $25.0M | 0.06% | −14,678−5.8% | Reduced |
| CIBC World Markets Corp | 239,764 | $25.0M | 0.18% | −14,610−5.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 239,939 | $25.0M | 0.06% | +62,749+35.4% | Added |
| Harvest Portfolios Group Inc. | 240,227 | $25.0M | 0.83% | −8,844−3.6% | Reduced |
| Amalgamated Bank | 241,258 | $25.1M | 0.21% | −7,568−3.0% | Reduced |
| QRG Capital Management, Inc. | 244,115 | $25.4M | 0.27% | +8,645+3.7% | Added |
| Pinebridge Investments, L.P. | 244,774 | $25.5M | 0.19% | +242,486+10,598.2% | Added |
| Connors Investor Services Inc | 245,164 | $25.5M | 2.47% | +9,260+3.9% | Added |
| Cerity Partners LLC | 247,677 | $25.8M | 0.06% | +43,664+21.4% | Added |
| Assetmark, Inc | 248,283 | $25.9M | 0.07% | −3,310−1.3% | Reduced |
| IFM Investors Pty Ltd | 248,431 | $25.9M | 0.25% | −1,776−0.7% | Reduced |
| Keybank National Association | 250,853 | $26.1M | 0.10% | −2,298−0.9% | Reduced |
| NFJ Investment Group, LLC | 251,858 | $26.3M | 0.77% | −2,811−1.1% | Reduced |
| Czech National Bank | 253,773 | $26.5M | 0.27% | +15,311+6.4% | Added |
| AMF Pensionsforsakring AB | 256,360 | $26.8M | 0.19% | +25,179+10.9% | Added |
| Chilton Investment Co LLC | 258,057 | $26.9M | 0.70% | −272,604−51.4% | Reduced |
| Gabelli Funds LLC | 258,486 | $26.9M | 0.19% | +2,085+0.8% | Added |
| Teacher Retirement System of Texas | 259,434 | $27.0M | 0.13% | +6,162+2.4% | Added |
| Annex Advisory Services, LLC | 261,119 | $27.2M | 0.87% | +2,453+0.9% | Added |
| Heritage Investors Management Corp | 261,146 | $27.2M | 0.91% | −5,972−2.2% | Reduced |
| Bollard Group LLC | 262,012 | $27.3M | 0.73% | +1,484+0.6% | Added |
| Crossmark Global Holdings, Inc. | 262,030 | $27.3M | 0.49% | +4,294+1.7% | Added |
| Maple Capital Management, Inc. | 265,796 | $27.7M | 2.11% | +2,689+1.0% | Added |
| AQR Capital Management LLC | 267,802 | $27.7M | 0.04% | +152,674+132.6% | Added |
| Mn Services Vermogensbeheer B.V. | 266,600 | $27.8M | 0.19% | −11,700−4.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 271,189 | $28.3M | 0.18% | −3,677−1.3% | Reduced |
| Agf Management Ltd | 281,047 | $29.3M | 0.15% | −82,512−22.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 285,520 | $29.8M | 0.69% | +2,840+1.0% | Added |
| Blue Chip Partners, Inc. | 285,621 | $29.8M | 2.59% | +345+0.1% | Added |
| CIBC Private Wealth Group, LLC | 288,305 | $30.1M | 0.05% | −145−0.1% | Reduced |
| MML Investors Services, LLC | 289,408 | $30.2M | 0.11% | +38,209+15.2% | Added |
| Forsta Ap-Fonden | 289,863 | $30.2M | 0.23% | +27,200+10.4% | Added |
| Baird Financial Group, Inc. | 292,165 | $30.5M | 0.06% | +12,040+4.3% | Added |
| Matrix Asset Advisors Inc | 301,627 | $31.4M | 3.50% | −2,224−0.7% | Reduced |
| Mackenzie Financial Corp | 305,404 | $31.8M | 0.04% | +17,068+5.9% | Added |
| Chilton Capital Management LLC | 313,087 | $32.6M | 1.36% | +8,207+2.7% | Added |
| Credit Agricole S A | 314,021 | $32.7M | 0.17% | −75,191−19.3% | Reduced |
| Varma Mutual Pension Insurance Co | 282,612 | $32.9M | 0.26% | −12,800−4.3% | Reduced |
| Janney Montgomery Scott LLC | 317,239 | $33.1M | 0.09% | +17,036+5.7% | Added |
| GW&K Investment Management, LLC | 318,808 | $33.2M | 0.28% | −5,545−1.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 324,476 | $33.8M | 1.93% | +2,834+0.9% | Added |
| MetLife Investment Management | 325,565 | $33.9M | 0.19% | −9,774−2.9% | Reduced |
| Gradient Investments LLC | 331,311 | $34.5M | 0.72% | −31,010−8.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 332,329 | $34.6M | 0.05% | −297−0.1% | Reduced |
| Hosking Partners LLP | 334,700 | $34.9M | 1.35% | −15,634−4.5% | Reduced |
| State of Michigan Retirement System | 339,226 | $35.4M | 0.18% | −3,500−1.0% | Reduced |
| Comerica Bank | 339,808 | $35.4M | 0.14% | +5,076+1.5% | Added |
| Corebridge Financial, Inc. | 340,617 | $35.5M | 0.19% | −10,086−2.9% | Reduced |
| Arizona State Retirement System | 349,479 | $36.4M | 0.23% | −6,076−1.7% | Reduced |
| Toronto Dominion Bank | 349,660 | $36.4M | 0.06% | −59,481−14.5% | Reduced |
| Oppenheimer Asset Management Inc. | 353,258 | $36.8M | 0.44% | +740+0.2% | Added |
| Swiss Life Asset Management Ltd | 354,033 | $36.9M | 0.42% | −11,385−3.1% | Reduced |
| Vontobel Holding Ltd. | 356,654 | $37.2M | 0.12% | +14,155+4.1% | Added |
| Ferguson Wellman Capital Management, Inc | 359,696 | $37.5M | 0.73% | −4,410−1.2% | Reduced |
| Kodai Capital Management LP | 360,042 | $37.5M | 0.78% | +360,042 | New |
| CIBC World Markets Inc. | 364,017 | $37.9M | 0.09% | −25,307−6.5% | Reduced |
| Fiduciary Trust Co | 366,242 | $38.2M | 0.53% | −8,116−2.2% | Reduced |
| Rockefeller Capital Management L.P. | 367,022 | $38.2M | 0.10% | +127,066+53.0% | Added |
| Basswood Capital Management, L.L.C. | 369,259 | $38.5M | 1.99% | 00.0% | Unchanged |
| AXA S.A. | 371,692 | $38.7M | 0.11% | −27,042−6.8% | Reduced |
| Conning Inc. | 375,659 | $39.2M | 1.29% | +10,361+2.8% | Added |