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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 1,522,825 | $158.7M | 0.14% | +974,367+177.7% | Added |
| Great West Life Assurance Co | 1,562,031 | $163.0M | 0.28% | +20,123+1.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,597,800 | $166.6M | 0.40% | +1,266,600+382.4% | Added |
| Stifel Financial Corp | 1,607,923 | $167.6M | 0.18% | +64,999+4.2% | Added |
| Focused Investors LLC | 1,618,200 | $168.7M | 5.12% | −31,500−1.9% | Reduced |
| Standard Life Aberdeen plc | 1,628,952 | $169.2M | 0.31% | +162,771+11.1% | Added |
| LPL Financial LLC | 1,656,079 | $172.6M | 0.08% | +247,171+17.5% | Added |
| Citigroup Inc | 1,763,634 | $183.8M | 0.17% | −70,238−3.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,766,239 | $184.1M | 0.20% | +129,873+7.9% | Added |
| Macquarie Group Ltd | 1,896,557 | $197.7M | 0.21% | +252,369+15.3% | Added |
| CI Private Wealth, LLC | 1,904,824 | $198.2M | 0.31% | +214,750+12.7% | Added |
| Fayez Sarofim & Co | 1,913,135 | $199.4M | 0.51% | −145,000−7.0% | Reduced |
| Lord, Abbett & Co. LLC | 1,947,252 | $203.0M | 0.65% | −29,830−1.5% | Reduced |
| Unisphere Establishment | 1,950,000 | $203.3M | 1.93% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,970,713 | $205.4M | 0.24% | −14,480−0.7% | Reduced |
| Raymond James & Associates | 2,077,282 | $216.5M | 0.13% | +343,234+19.8% | Added |
| Neuberger Berman Group LLC | 2,083,531 | $217.2M | 0.17% | +309,834+17.5% | Added |
| Nordea Investment Management AB | 2,097,200 | $217.8M | 0.25% | +186,309+9.7% | Added |
| Ensign Peak Advisors, Inc | 2,181,465 | $227.4M | 0.40% | +117,758+5.7% | Added |
| The PNC Financial Services Group, Inc. | 2,245,833 | $234.1M | 0.15% | +20,758+0.9% | Added |
| Canada Pension Plan Investment Board | 2,267,186 | $236.3M | 0.22% | −66,584−2.9% | Reduced |
| BNP Paribas Arbitrage, SA | 2,317,799 | $241.6M | 0.24% | +663,589+40.1% | Added |
| National Pension Service | 2,371,049 | $247.2M | 0.24% | +296,536+14.3% | Added |
| Rhumbline Advisers | 2,426,282 | $252.9M | 0.23% | −89,727−3.6% | Reduced |
| Federated Hermes, Inc. | 2,446,266 | $255.0M | 0.56% | +1,073,684+78.2% | Added |
| Cullen Capital Management LLC | 2,461,917 | $256.6M | 2.79% | −118,512−4.6% | Reduced |
| California Public Employees Retirement System | 2,495,210 | $260.1M | 0.18% | +26,899+1.1% | Added |
| Millennium Management LLC | 2,519,040 | $262.6M | 0.23% | +838,855+49.9% | Added |
| Envestnet Asset Management Inc | 2,526,924 | $263.4M | 0.09% | +14,482+0.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,732,791 | $284.9M | 0.20% | +28,723+1.1% | Added |
| Alliancebernstein L.P. | 2,842,101 | $296.3M | 0.10% | +11,490+0.4% | Added |
| HSBC Holdings PLC | 3,381,149 | $352.1M | 0.22% | +119,901+3.7% | Added |
| Voya Investment Management LLC | 4,054,639 | $422.7M | 0.44% | +69,590+1.7% | Added |
| Wells Fargo & Company | 4,345,532 | $453.0M | 0.11% | +193,513+4.7% | Added |
| Principal Financial Group Inc | 4,711,805 | $491.2M | 0.27% | +36,120+0.8% | Added |
| Schroder Investment Management Group | 4,828,686 | $503.3M | 0.52% | +158,849+3.4% | Added |
| Deutsche Bank AG | 4,867,141 | $507.4M | 0.21% | +689,327+16.5% | Added |
| Amundi | 4,811,589 | $513.6M | 0.19% | −493,083−9.3% | Reduced |
| Capital World Investors | 5,628,444 | $586.7M | 0.09% | +19,273+0.3% | Added |
| Nuveen Asset Management, LLC | 5,801,821 | $604.8M | 0.17% | −110,892−1.9% | Reduced |
| Alphinity Investment Management Pty Ltd | 5,971,265 | $622.4M | 3.68% | +5,971,265 | New |
| Barclays PLC | 6,078,153 | $633.6M | 0.28% | +721,989+13.5% | Added |
| Morgan Stanley | 6,111,353 | $637.0M | 0.05% | +42,503+0.7% | Added |
| Boston Partners | 6,179,511 | $648.4M | 0.77% | −974,004−13.6% | Reduced |
| Bank of Montreal | 6,261,038 | $651.8M | 0.31% | +97,735+1.6% | Added |
| Janus Henderson Group PLC | 6,314,308 | $658.2M | 0.34% | −442,217−6.5% | Reduced |
| Royal Bank of Canada | 7,547,847 | $786.8M | 0.17% | −221,825−2.9% | Reduced |
| Dimensional Fund Advisors LP | 8,102,065 | $844.6M | 0.20% | −732,307−8.3% | Reduced |
| Legal & General Group Plc | 8,249,376 | $859.9M | 0.23% | +45,977+0.6% | Added |
| UBS Asset Management Americas Inc | 8,454,177 | $881.3M | 0.23% | +385,780+4.8% | Added |
| Franklin Resources Inc | 7,850,848 | $881.5M | 0.25% | +3,369,520+75.2% | Added |
| Manufacturers Life Insurance Company, The | 8,859,140 | $923.5M | 0.81% | −121,102−1.3% | Reduced |
| Invesco Ltd. | 10,356,874 | $1.08B | 0.21% | −449,618−4.2% | Reduced |
| UBS Group AG | 10,431,378 | $1.09B | 0.30% | +468,128+4.7% | Added |
| Charles Schwab Investment Management Inc | 10,971,995 | $1.14B | 0.22% | +15,622+0.1% | Added |
| Bank of New York Mellon Corp | 11,019,072 | $1.15B | 0.21% | −1,856,605−14.4% | Reduced |
| Northern Trust Corp | 11,169,608 | $1.16B | 0.19% | −797,888−6.7% | Reduced |
| Price T Rowe Associates Inc | 12,222,263 | $1.27B | 0.15% | −410,541−3.2% | Reduced |
| Ameriprise Financial Inc | 13,111,818 | $1.37B | 0.35% | +96,487+0.7% | Added |
| Norges Bank | 14,941,146 | $1.56B | 0.22% | +594,286+4.1% | Added |
| Goldman Sachs Group Inc | 14,965,570 | $1.56B | 0.30% | +1,226,009+8.9% | Added |
| Capital Research Global Investors | 15,050,540 | $1.57B | 0.33% | +6,394,808+73.9% | Added |
| Massachusetts Financial Services Co | 19,169,369 | $2.00B | 0.60% | −321,473−1.6% | Reduced |
| Bank of America Corp | 20,827,995 | $2.17B | 0.19% | −188,151−0.9% | Reduced |
| Fisher Asset Management, LLC | 22,404,981 | $2.34B | 0.96% | +590,872+2.7% | Added |
| FMR LLC | 22,836,225 | $2.38B | 0.14% | −340,389−1.5% | Reduced |
| Geode Capital Management, LLC | 25,240,729 | $2.62B | 0.21% | +269,633+1.1% | Added |
| Capital International Investors | 30,017,631 | $3.13B | 0.60% | +327,571+1.1% | Added |
| Wellington Management Group LLP | 31,171,766 | $3.25B | 0.57% | −7,359,377−19.1% | Reduced |
| JPMorgan Chase & Co | 40,993,901 | $4.27B | 0.34% | −8,601,830−17.3% | Reduced |
| BlackRock, Inc. | 88,782,071 | $9.25B | 0.19% | +88,782,071 | New |
| Vanguard Group Inc | 109,436,152 | $11.4B | 0.20% | +785,995+0.7% | Added |
| State Street Corp | 110,279,349 | $11.5B | 0.47% | +10,5860.0% | Added |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $39.3B | 100.00% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −1,791,472−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −451,180−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −280,773−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −252,956−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −234,262−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −176,460−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −164,911−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −155,144−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −152,992−100.0% | Sold out |
| Svenska Handelsbanken AB (publ) | 0 | $0 | 0.00% | −114,745−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −110,048−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −98,806−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −84,301−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −67,600−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −52,591−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −55,705−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −44,336−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −41,791−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −38,609−100.0% | Sold out |
| Surience Private Wealth LLC | 0 | $0 | 0.00% | −38,161−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −38,092−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −34,500−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −31,847−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −26,625−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −817,081−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −24,414−100.0% | Sold out |