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 |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 381,832 | $39.8M | 1.01% | +222,664+139.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 385,787 | $40.2M | 0.19% | −594,041−60.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 388,508 | $40.5M | 0.23% | −8,227−2.1% | Reduced |
| Bank of Nova Scotia | 402,113 | $41.9M | 0.08% | −284,476−41.4% | Reduced |
| STRS Ohio | 414,259 | $43.2M | 0.17% | −1,105−0.3% | Reduced |
| Pinnacle Associates Ltd | 471,784 | $44.0M | 0.76% | +19,218+4.2% | Added |
| Nomura Asset Management Co Ltd | 422,103 | $44.0M | 0.14% | +61,682+17.1% | Added |
| Rafferty Asset Management, LLC | 422,350 | $44.0M | 0.15% | −17,789−4.0% | Reduced |
| Commonwealth Equity Services, LLC | 430,516 | $44.9M | 0.07% | +5,774+1.4% | Added |
| Todd Asset Management LLC | 431,197 | $44.9M | 1.05% | −2,601−0.6% | Reduced |
| Holocene Advisors, LP | 435,373 | $45.4M | 0.18% | +435,373 | New |
| KBC Group NV | 437,036 | $45.6M | 0.14% | +121,788+38.6% | Added |
| Handelsbanken Fonder AB | 440,023 | $45.9M | 0.18% | +584+0.1% | Added |
| Erste Asset Management GmbH | 442,276 | $46.1M | 0.55% | +125,643+39.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 443,287 | $46.2M | 0.75% | +407+0.1% | Added |
| Gateway Investment Advisers LLC | 446,031 | $46.5M | 0.51% | −63,316−12.4% | Reduced |
| State of New Jersey Common Pension Fund D | 451,970 | $47.1M | 0.19% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 459,810 | $47.9M | 0.10% | +92,556+25.2% | Added |
| State of Tennessee, Treasury Department | 477,231 | $49.7M | 0.17% | +35,245+8.0% | Added |
| Teachers Retirement System of the State of Kentucky | 480,205 | $50.1M | 0.44% | −21,096−4.2% | Reduced |
| Capital Advisors Inc | 484,821 | $50.5M | 1.01% | +12,092+2.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 485,271 | $50.6M | 0.15% | −5,017−1.0% | Reduced |
| Asset Management One Co.,Ltd. | 503,769 | $52.5M | 0.19% | +2,183+0.4% | Added |
| Candriam Luxembourg S.C.A. | 508,289 | $53.0M | 0.30% | +114,448+29.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 507,857 | $53.0M | 0.24% | +236,229+87.0% | Added |
| Treasurer of the State of North Carolina | 519,357 | $54.1M | 0.22% | −1,150−0.2% | Reduced |
| Lazard Freres Gestion S.A.S. | 523,798 | $54.6M | 1.16% | −8,787−1.6% | Reduced |
| Danske Bank A/S | 524,372 | $54.7M | 0.18% | +5,400+1.0% | Added |
| Atalanta Sosnoff Capital, LLC | 526,153 | $54.8M | 1.18% | −1,158−0.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 541,669 | $56.5M | 0.13% | −46,073−7.8% | Reduced |
| Nisa Investment Advisors, LLC | 545,146 | $56.8M | 0.34% | +77,225+16.5% | Added |
| SEI Investments Co | 545,274 | $56.8M | 0.07% | +19,123+3.6% | Added |
| Calamos Advisors LLC | 548,468 | $57.2M | 0.27% | −26,101−4.5% | Reduced |
| Capital Fund Management S.A. | 569,478 | $59.4M | 0.66% | −454,403−44.4% | Reduced |
| Clearbridge Investments, LLC | 581,417 | $60.6M | 0.05% | −44,339−7.1% | Reduced |
| DekaBank Deutsche Girozentrale | 587,689 | $61.2M | 0.11% | +2,777+0.5% | Added |
| TD Asset Management Inc | 589,263 | $61.3M | 0.05% | −7,860−1.3% | Reduced |
| Victory Capital Management Inc | 595,792 | $62.1M | 0.06% | −48,879−7.6% | Reduced |
| Royal London Asset Management Ltd | 596,932 | $62.2M | 0.15% | +9,154+1.6% | Added |
| Qube Research & Technologies Ltd | 606,235 | $63.2M | 0.12% | −723,170−54.4% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 609,254 | $63.5M | 6.42% | +53,329+9.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 621,239 | $64.8M | 3.26% | +410+0.1% | Added |
| Factory Mutual Insurance Co | 655,250 | $68.3M | 0.71% | −60,000−8.4% | Reduced |
| Truist Financial Corp | 657,277 | $68.5M | 0.11% | −28,490−4.2% | Reduced |
| Employees Retirement System of Texas | 659,400 | $68.7M | 0.59% | 00.0% | Unchanged |
| LGT Capital Partners Ltd. | 663,540 | $69.2M | 2.41% | +59,420+9.8% | Added |
| Public Employees Retirement System of Ohio | 667,801 | $69.6M | 0.30% | −4,207−0.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 672,624 | $70.1M | 0.21% | −15,101−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 682,270 | $71.1M | 0.09% | −784,497−53.5% | Reduced |
| Mariner, LLC | 695,433 | $72.5M | 0.13% | +29,912+4.5% | Added |
| Kames Capital plc | 719,210 | $75.0M | 1.02% | +97,797+15.7% | Added |
| State of Wisconsin Investment Board | 722,060 | $75.3M | 0.19% | +35,360+5.1% | Added |
| Pictet Asset Management Holding SA | 737,399 | $76.9M | 0.08% | +110,914+17.7% | Added |
| TCW Group Inc | 739,055 | $77.0M | 0.67% | −19,268−2.5% | Reduced |
| First Trust Advisors LP | 739,852 | $77.1M | 0.07% | +517,895+233.3% | Added |
| Pzena Investment Management LLC | 750,188 | $78.2M | 0.25% | +3650.0% | Added |
| Renaissance Technologies LLC | 757,783 | $79.0M | 0.12% | +439,159+137.8% | Added |
| US Bancorp | 760,980 | $79.3M | 0.10% | −17,948−2.3% | Reduced |
| Rathbone Brothers plc | 764,832 | $79.7M | 0.40% | +44,688+6.2% | Added |
| Aviva PLC | 770,544 | $80.3M | 0.21% | +18,103+2.4% | Added |
| Storebrand Asset Management AS | 784,205 | $81.7M | 0.26% | +20,465+2.7% | Added |
| UniSuper Management Pty Ltd | 809,089 | $84.3M | 0.63% | +2,586+0.3% | Added |
| RBF Capital, LLC | 810,432 | $84.5M | 4.33% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 826,487 | $86.2M | 0.16% | +6,487+0.8% | Added |
| Clark Capital Management Group, Inc. | 835,396 | $87.1M | 0.60% | +15,506+1.9% | Added |
| Swedbank AB | 837,985 | $87.4M | 0.11% | +13,231+1.6% | Added |
| M&T Bank Corp | 842,699 | $87.8M | 0.29% | −18,131−2.1% | Reduced |
| Allianz Asset Management GmbH | 869,670 | $90.7M | 0.14% | +14,094+1.6% | Added |
| DnB Asset Management AS | 928,019 | $96.7M | 0.44% | +3,229+0.3% | Added |
| Russell Investments Group, Ltd. | 936,420 | $97.6M | 0.14% | +68,481+7.9% | Added |
| Retirement Systems of Alabama | 937,020 | $97.7M | 0.37% | −67,932−6.8% | Reduced |
| Squarepoint Ops LLC | 949,795 | $99.0M | 0.32% | +19,792+2.1% | Added |
| Alyeska Investment Group, L.P. | 969,611 | $101.1M | 0.52% | +969,611 | New |
| Wealth Enhancement Advisory Services, LLC | 973,063 | $101.4M | 0.22% | +25,158+2.7% | Added |
| Susquehanna International Group, LLP | 974,905 | $101.6M | 0.17% | +304,391+45.4% | Added |
| Douglas Lane & Associates, LLC | 1,000,142 | $104.3M | 1.43% | −31,261−3.0% | Reduced |
| Brandywine Global Investment Management, LLC | 933,595 | $104.8M | 0.70% | +39,959+4.5% | Added |
| Man Group plc | 1,044,802 | $108.9M | 0.31% | +269,674+34.8% | Added |
| Marshall Wace, LLP | 1,078,083 | $112.4M | 0.15% | −1,005,341−48.3% | Reduced |
| Artisan Partners Limited Partnership | 1,084,570 | $113.1M | 0.17% | −42,606−3.8% | Reduced |
| American Century Companies Inc | 1,101,337 | $114.8M | 0.07% | −52,573−4.6% | Reduced |
| National Bank of Canada | 1,102,176 | $114.9M | 0.16% | −1,243,684−53.0% | Reduced |
| Ossiam | 1,118,299 | $116.6M | 2.25% | +385,819+52.7% | Added |
| Commerce Bank | 1,128,893 | $117.7M | 0.72% | +8,043+0.7% | Added |
| State Board of Administration of Florida Retirement System | 1,131,850 | $118.0M | 0.23% | −35,764−3.1% | Reduced |
| Bessemer Group Inc | 1,146,678 | $119.5M | 0.20% | +22,773+2.0% | Added |
| New York State Teachers Retirement System | 1,147,624 | $119.6M | 0.25% | −60,593−5.0% | Reduced |
| Natixis Advisors, L.P. | 1,152,937 | $120.2M | 0.23% | +16,350+1.4% | Added |
| Adage Capital Partners GP, L.L.C. | 1,174,234 | $122.4M | 0.22% | −26,100−2.2% | Reduced |
| Korea Investment CORP | 1,219,459 | $127.1M | 0.30% | +232,102+23.5% | Added |
| Tredje AP-fonden | 1,232,973 | $128.5M | 1.16% | +15,300+1.3% | Added |
| Evercore Wealth Management, LLC | 1,282,786 | $133.7M | 2.01% | −9,392−0.7% | Reduced |
| Public Employees Retirement Association of Colorado | 1,294,580 | $134.9M | 0.54% | −2,857−0.2% | Reduced |
| HighTower Advisors, LLC | 1,370,572 | $140.1M | 0.20% | +569,689+71.1% | Added |
| FIL Ltd | 1,345,487 | $140.3M | 0.13% | −50,169−3.6% | Reduced |
| Prudential Financial Inc | 1,425,102 | $148.6M | 0.21% | −46,956−3.2% | Reduced |
| Primecap Management Co | 1,450,907 | $151.2M | 0.11% | −54,994−3.7% | Reduced |
| New York State Common Retirement Fund | 1,498,503 | $156.2M | 0.21% | −103,104−6.4% | Reduced |
| Hamlin Capital Management, LLC | 1,503,973 | $156.8M | 3.93% | +116,882+8.4% | Added |
| Fifth Third Bancorp | 1,514,494 | $157.9M | 0.57% | −11,653−0.8% | Reduced |