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 | $218.0B |
| 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, 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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 973,063 | $101.4M | 0.22% | +25,158+2.7% | Added |
| Alyeska Investment Group, L.P. | 969,611 | $101.1M | 0.52% | +969,611 | New |
| Squarepoint Ops LLC | 949,795 | $99.0M | 0.32% | +19,792+2.1% | Added |
| Retirement Systems of Alabama | 937,020 | $97.7M | 0.37% | −67,932−6.8% | Reduced |
| Russell Investments Group, Ltd. | 936,420 | $97.6M | 0.14% | +68,481+7.9% | Added |
| DnB Asset Management AS | 928,019 | $96.7M | 0.44% | +3,229+0.3% | Added |
| Allianz Asset Management GmbH | 869,670 | $90.7M | 0.14% | +14,094+1.6% | Added |
| M&T Bank Corp | 842,699 | $87.8M | 0.29% | −18,131−2.1% | Reduced |
| Swedbank AB | 837,985 | $87.4M | 0.11% | +13,231+1.6% | Added |
| Clark Capital Management Group, Inc. | 835,396 | $87.1M | 0.60% | +15,506+1.9% | Added |
| Aristotle Capital Management, LLC | 826,487 | $86.2M | 0.16% | +6,487+0.8% | Added |
| RBF Capital, LLC | 810,432 | $84.5M | 4.33% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 809,089 | $84.3M | 0.63% | +2,586+0.3% | Added |
| Storebrand Asset Management AS | 784,205 | $81.7M | 0.26% | +20,465+2.7% | Added |
| Aviva PLC | 770,544 | $80.3M | 0.21% | +18,103+2.4% | Added |
| Rathbone Brothers plc | 764,832 | $79.7M | 0.40% | +44,688+6.2% | Added |
| US Bancorp | 760,980 | $79.3M | 0.10% | −17,948−2.3% | Reduced |
| Renaissance Technologies LLC | 757,783 | $79.0M | 0.12% | +439,159+137.8% | Added |
| Pzena Investment Management LLC | 750,188 | $78.2M | 0.25% | +3650.0% | Added |
| First Trust Advisors LP | 739,852 | $77.1M | 0.07% | +517,895+233.3% | Added |
| TCW Group Inc | 739,055 | $77.0M | 0.67% | −19,268−2.5% | Reduced |
| Pictet Asset Management Holding SA | 737,399 | $76.9M | 0.08% | +110,914+17.7% | Added |
| State of Wisconsin Investment Board | 722,060 | $75.3M | 0.19% | +35,360+5.1% | Added |
| Kames Capital plc | 719,210 | $75.0M | 1.02% | +97,797+15.7% | Added |
| Mariner, LLC | 695,433 | $72.5M | 0.13% | +29,912+4.5% | Added |
| D. E. Shaw & Co., Inc. | 682,270 | $71.1M | 0.09% | −784,497−53.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 672,624 | $70.1M | 0.21% | −15,101−2.2% | Reduced |
| Public Employees Retirement System of Ohio | 667,801 | $69.6M | 0.30% | −4,207−0.6% | Reduced |
| LGT Capital Partners Ltd. | 663,540 | $69.2M | 2.41% | +59,420+9.8% | Added |
| Employees Retirement System of Texas | 659,400 | $68.7M | 0.59% | 00.0% | Unchanged |
| Truist Financial Corp | 657,277 | $68.5M | 0.11% | −28,490−4.2% | Reduced |
| Factory Mutual Insurance Co | 655,250 | $68.3M | 0.71% | −60,000−8.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 621,239 | $64.8M | 3.26% | +410+0.1% | Added |
| Teewinot Capital Advisers, L.L.C. | 609,254 | $63.5M | 6.42% | +53,329+9.6% | Added |
| Qube Research & Technologies Ltd | 606,235 | $63.2M | 0.12% | −723,170−54.4% | Reduced |
| Royal London Asset Management Ltd | 596,932 | $62.2M | 0.15% | +9,154+1.6% | Added |
| Victory Capital Management Inc | 595,792 | $62.1M | 0.06% | −48,879−7.6% | Reduced |
| TD Asset Management Inc | 589,263 | $61.3M | 0.05% | −7,860−1.3% | Reduced |
| DekaBank Deutsche Girozentrale | 587,689 | $61.2M | 0.11% | +2,777+0.5% | Added |
| Clearbridge Investments, LLC | 581,417 | $60.6M | 0.05% | −44,339−7.1% | Reduced |
| Capital Fund Management S.A. | 569,478 | $59.4M | 0.66% | −454,403−44.4% | Reduced |
| Calamos Advisors LLC | 548,468 | $57.2M | 0.27% | −26,101−4.5% | Reduced |
| SEI Investments Co | 545,274 | $56.8M | 0.07% | +19,123+3.6% | Added |
| Nisa Investment Advisors, LLC | 545,146 | $56.8M | 0.34% | +77,225+16.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 541,669 | $56.5M | 0.13% | −46,073−7.8% | Reduced |
| Atalanta Sosnoff Capital, LLC | 526,153 | $54.8M | 1.18% | −1,158−0.2% | Reduced |
| Danske Bank A/S | 524,372 | $54.7M | 0.18% | +5,400+1.0% | Added |
| Lazard Freres Gestion S.A.S. | 523,798 | $54.6M | 1.16% | −8,787−1.6% | Reduced |
| Treasurer of the State of North Carolina | 519,357 | $54.1M | 0.22% | −1,150−0.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 507,857 | $53.0M | 0.24% | +236,229+87.0% | Added |
| Candriam Luxembourg S.C.A. | 508,289 | $53.0M | 0.30% | +114,448+29.1% | Added |
| Asset Management One Co.,Ltd. | 503,769 | $52.5M | 0.19% | +2,183+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 485,271 | $50.6M | 0.15% | −5,017−1.0% | Reduced |
| Capital Advisors Inc | 484,821 | $50.5M | 1.01% | +12,092+2.6% | Added |
| Teachers Retirement System of the State of Kentucky | 480,205 | $50.1M | 0.44% | −21,096−4.2% | Reduced |
| State of Tennessee, Treasury Department | 477,231 | $49.7M | 0.17% | +35,245+8.0% | Added |
| Robeco Institutional Asset Management B.V. | 459,810 | $47.9M | 0.10% | +92,556+25.2% | Added |
| State of New Jersey Common Pension Fund D | 451,970 | $47.1M | 0.19% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 446,031 | $46.5M | 0.51% | −63,316−12.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 443,287 | $46.2M | 0.75% | +407+0.1% | Added |
| Erste Asset Management GmbH | 442,276 | $46.1M | 0.55% | +125,643+39.7% | Added |
| Handelsbanken Fonder AB | 440,023 | $45.9M | 0.18% | +584+0.1% | Added |
| KBC Group NV | 437,036 | $45.6M | 0.14% | +121,788+38.6% | Added |
| Holocene Advisors, LP | 435,373 | $45.4M | 0.18% | +435,373 | New |
| Todd Asset Management LLC | 431,197 | $44.9M | 1.05% | −2,601−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 430,516 | $44.9M | 0.07% | +5,774+1.4% | Added |
| Rafferty Asset Management, LLC | 422,350 | $44.0M | 0.15% | −17,789−4.0% | Reduced |
| Nomura Asset Management Co Ltd | 422,103 | $44.0M | 0.14% | +61,682+17.1% | Added |
| Pinnacle Associates Ltd | 471,784 | $44.0M | 0.76% | +19,218+4.2% | Added |
| STRS Ohio | 414,259 | $43.2M | 0.17% | −1,105−0.3% | Reduced |
| Bank of Nova Scotia | 402,113 | $41.9M | 0.08% | −284,476−41.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 388,508 | $40.5M | 0.23% | −8,227−2.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 385,787 | $40.2M | 0.19% | −594,041−60.6% | Reduced |
| Optiver Holding B.V. | 381,832 | $39.8M | 1.01% | +222,664+139.9% | Added |
| Conning Inc. | 375,659 | $39.2M | 1.29% | +10,361+2.8% | Added |
| AXA S.A. | 371,692 | $38.7M | 0.11% | −27,042−6.8% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $38.5M | 1.99% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 367,022 | $38.2M | 0.10% | +127,066+53.0% | Added |
| Fiduciary Trust Co | 366,242 | $38.2M | 0.53% | −8,116−2.2% | Reduced |
| CIBC World Markets Inc. | 364,017 | $37.9M | 0.09% | −25,307−6.5% | Reduced |
| Kodai Capital Management LP | 360,042 | $37.5M | 0.78% | +360,042 | New |
| Ferguson Wellman Capital Management, Inc | 359,696 | $37.5M | 0.73% | −4,410−1.2% | Reduced |
| Vontobel Holding Ltd. | 356,654 | $37.2M | 0.12% | +14,155+4.1% | Added |
| Swiss Life Asset Management Ltd | 354,033 | $36.9M | 0.42% | −11,385−3.1% | Reduced |
| Oppenheimer Asset Management Inc. | 353,258 | $36.8M | 0.44% | +740+0.2% | Added |
| Toronto Dominion Bank | 349,660 | $36.4M | 0.06% | −59,481−14.5% | Reduced |
| Arizona State Retirement System | 349,479 | $36.4M | 0.23% | −6,076−1.7% | Reduced |
| Corebridge Financial, Inc. | 340,617 | $35.5M | 0.19% | −10,086−2.9% | Reduced |
| Comerica Bank | 339,808 | $35.4M | 0.14% | +5,076+1.5% | Added |
| State of Michigan Retirement System | 339,226 | $35.4M | 0.18% | −3,500−1.0% | Reduced |
| Hosking Partners LLP | 334,700 | $34.9M | 1.35% | −15,634−4.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 332,329 | $34.6M | 0.05% | −297−0.1% | Reduced |
| Gradient Investments LLC | 331,311 | $34.5M | 0.72% | −31,010−8.6% | Reduced |
| MetLife Investment Management | 325,565 | $33.9M | 0.19% | −9,774−2.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 324,476 | $33.8M | 1.93% | +2,834+0.9% | Added |
| GW&K Investment Management, LLC | 318,808 | $33.2M | 0.28% | −5,545−1.7% | Reduced |
| Janney Montgomery Scott LLC | 317,239 | $33.1M | 0.09% | +17,036+5.7% | Added |
| Varma Mutual Pension Insurance Co | 282,612 | $32.9M | 0.26% | −12,800−4.3% | Reduced |
| Credit Agricole S A | 314,021 | $32.7M | 0.17% | −75,191−19.3% | Reduced |
| Chilton Capital Management LLC | 313,087 | $32.6M | 1.36% | +8,207+2.7% | Added |