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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 305,404 | $31.8M | 0.04% | +17,068+5.9% | Added |
| Matrix Asset Advisors Inc | 301,627 | $31.4M | 3.50% | −2,224−0.7% | Reduced |
| Baird Financial Group, Inc. | 292,165 | $30.5M | 0.06% | +12,040+4.3% | Added |
| Forsta Ap-Fonden | 289,863 | $30.2M | 0.23% | +27,200+10.4% | Added |
| MML Investors Services, LLC | 289,408 | $30.2M | 0.11% | +38,209+15.2% | Added |
| CIBC Private Wealth Group, LLC | 288,305 | $30.1M | 0.05% | −145−0.1% | Reduced |
| Blue Chip Partners, Inc. | 285,621 | $29.8M | 2.59% | +345+0.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 285,520 | $29.8M | 0.69% | +2,840+1.0% | Added |
| Agf Management Ltd | 281,047 | $29.3M | 0.15% | −82,512−22.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 271,189 | $28.3M | 0.18% | −3,677−1.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 266,600 | $27.8M | 0.19% | −11,700−4.2% | Reduced |
| AQR Capital Management LLC | 267,802 | $27.7M | 0.04% | +152,674+132.6% | Added |
| Maple Capital Management, Inc. | 265,796 | $27.7M | 2.11% | +2,689+1.0% | Added |
| Crossmark Global Holdings, Inc. | 262,030 | $27.3M | 0.49% | +4,294+1.7% | Added |
| Bollard Group LLC | 262,012 | $27.3M | 0.73% | +1,484+0.6% | Added |
| Heritage Investors Management Corp | 261,146 | $27.2M | 0.91% | −5,972−2.2% | Reduced |
| Annex Advisory Services, LLC | 261,119 | $27.2M | 0.87% | +2,453+0.9% | Added |
| Teacher Retirement System of Texas | 259,434 | $27.0M | 0.13% | +6,162+2.4% | Added |
| Gabelli Funds LLC | 258,486 | $26.9M | 0.19% | +2,085+0.8% | Added |
| Chilton Investment Co LLC | 258,057 | $26.9M | 0.70% | −272,604−51.4% | Reduced |
| AMF Pensionsforsakring AB | 256,360 | $26.8M | 0.19% | +25,179+10.9% | Added |
| Czech National Bank | 253,773 | $26.5M | 0.27% | +15,311+6.4% | Added |
| NFJ Investment Group, LLC | 251,858 | $26.3M | 0.77% | −2,811−1.1% | Reduced |
| Keybank National Association | 250,853 | $26.1M | 0.10% | −2,298−0.9% | Reduced |
| IFM Investors Pty Ltd | 248,431 | $25.9M | 0.25% | −1,776−0.7% | Reduced |
| Assetmark, Inc | 248,283 | $25.9M | 0.07% | −3,310−1.3% | Reduced |
| Cerity Partners LLC | 247,677 | $25.8M | 0.06% | +43,664+21.4% | Added |
| Connors Investor Services Inc | 245,164 | $25.5M | 2.47% | +9,260+3.9% | Added |
| Pinebridge Investments, L.P. | 244,774 | $25.5M | 0.19% | +242,486+10,598.2% | Added |
| QRG Capital Management, Inc. | 244,115 | $25.4M | 0.27% | +8,645+3.7% | Added |
| Amalgamated Bank | 241,258 | $25.1M | 0.21% | −7,568−3.0% | Reduced |
| Harvest Portfolios Group Inc. | 240,227 | $25.0M | 0.83% | −8,844−3.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 239,939 | $25.0M | 0.06% | +62,749+35.4% | Added |
| CIBC World Markets Corp | 239,764 | $25.0M | 0.18% | −14,610−5.7% | Reduced |
| ProShare Advisors LLC | 239,440 | $25.0M | 0.06% | −14,678−5.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 237,080 | $24.7M | 1.69% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 233,502 | $24.3M | 1.01% | +998+0.4% | Added |
| Capital Group Private Client Services, Inc. | 231,930 | $24.2M | 0.23% | −3,776−1.6% | Reduced |
| TD Waterhouse Canada Inc. | 222,393 | $24.1M | 0.20% | −17,364−7.2% | Reduced |
| Abner Herrman & Brock LLC | 231,133 | $24.1M | 2.91% | −320.0% | Reduced |
| Adams Diversified Equity Fund, Inc. | 231,069 | $24.1M | 0.89% | −27,600−10.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 213,228 | $23.9M | 0.21% | +5,755+2.8% | Added |
| Edge Capital Group, LLC | 229,662 | $23.9M | 1.06% | −2,781−1.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 240,682 | $23.4M | 0.17% | +106,981+80.0% | Added |
| Hallmark Capital Management Inc | 222,518 | $23.2M | 1.72% | −1,279−0.6% | Reduced |
| Sanctuary Advisors, LLC | 172,114 | $23.2M | 0.15% | +13,425+8.5% | Added |
| CIBC Asset Management Inc | 221,196 | $23.1M | 0.07% | +30,722+16.1% | Added |
| Madison Asset Management, LLC | 221,191 | $23.1M | 0.26% | −70,145−24.1% | Reduced |
| Chartwell Investment Partners, LLC | 220,262 | $23.0M | 0.79% | −3,129−1.4% | Reduced |
| Creative Planning | 220,114 | $22.9M | 0.02% | +8,902+4.2% | Added |
| Public Sector Pension Investment Board | 217,396 | $22.7M | 0.12% | +5,213+2.5% | Added |
| Bailard, Inc. | 211,867 | $22.1M | 0.57% | −1,793−0.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 211,480 | $22.0M | 1.36% | −1,649−0.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 211,033 | $22.0M | 0.22% | +211,033 | New |
| Fukoku Mutual Life Insurance Co | 210,248 | $21.9M | 1.57% | −703−0.3% | Reduced |
| USS Investment Management Ltd | 210,057 | $21.9M | 0.16% | −5,437−2.5% | Reduced |
| British Columbia Investment Management Corp | 203,385 | $21.2M | 0.13% | −31,538−13.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 202,983 | $21.1M | 0.21% | +359+0.2% | Added |
| Camden Capital, LLC | 202,469 | $21.1M | 2.28% | +533+0.3% | Added |
| Diamond Hill Capital Management Inc | 202,252 | $21.1M | 0.09% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 199,926 | $20.8M | 3.40% | −586−0.3% | Reduced |
| Copeland Capital Management, LLC | 198,086 | $20.6M | 0.36% | −8,016−3.9% | Reduced |
| Umb Bank N A | 195,757 | $20.4M | 0.32% | −11,447−5.5% | Reduced |
| Utah Retirement Systems | 191,968 | $20.0M | 0.23% | +700+0.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $19.6M | 0.21% | 00.0% | Unchanged |
| Bridger Management, LLC | 187,714 | $19.6M | 9.79% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 185,000 | $19.3M | 1.43% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 184,598 | $19.2M | 0.19% | −6,357−3.3% | Reduced |
| LVM Capital Management Ltd | 196,837 | $19.1M | 2.18% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 181,803 | $19.0M | 0.04% | +11,670+6.9% | Added |
| Nexus Investment Management ULC | 182,027 | $19.0M | 1.86% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 181,749 | $18.9M | 0.57% | +1,173+0.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 179,126 | $18.7M | 0.05% | +9,076+5.3% | Added |
| Mutual of America Capital Management LLC | 177,179 | $18.5M | 0.19% | −6,862−3.7% | Reduced |
| Xponance, Inc. | 176,957 | $18.4M | 0.18% | +2,320+1.3% | Added |
| Yousif Capital Management, LLC | 176,147 | $18.4M | 0.20% | −2,541−1.4% | Reduced |
| Peapack Gladstone Financial Corp | 173,402 | $18.1M | 0.26% | −1,823−1.0% | Reduced |
| TCG Advisory Services, LLC | 173,214 | $18.1M | 0.79% | −2,481−1.4% | Reduced |
| RMB Capital Management, LLC | 173,044 | $18.0M | 0.41% | −5,027−2.8% | Reduced |
| Ninety One SA (PTY) Ltd | 173,121 | $18.0M | 3.93% | 00.0% | Unchanged |
| Cetera Investment Advisers | 172,292 | $18.0M | 0.04% | +19,077+12.5% | Added |
| Edgar Lomax Co | 169,545 | $17.7M | 1.08% | −2,695−1.6% | Reduced |
| Grand Jean Capital Management Inc | 169,385 | $17.7M | 3.95% | −200−0.1% | Reduced |
| Bridgewater Associates, LP | 169,357 | $17.7M | 0.10% | +167,064+7,285.8% | Added |
| Pathstone Holdings, LLC | 168,843 | $17.6M | 0.08% | +5,367+3.3% | Added |
| MAI Capital Management | 167,954 | $17.5M | 0.17% | −15,659−8.5% | Reduced |
| Daiwa Securities Group Inc. | 167,076 | $17.4M | 0.08% | +26,043+18.5% | Added |
| Gamco Investors, Inc. Et Al | 161,687 | $16.9M | 0.17% | −14,129−8.0% | Reduced |
| Wesbanco Bank Inc | 160,458 | $16.7M | 0.57% | +5,984+3.9% | Added |
| Prudential PLC | 159,702 | $16.6M | 0.08% | +6,433+4.2% | Added |
| Blair William & Co | 159,364 | $16.6M | 0.05% | +1,346+0.9% | Added |
| Advisor Group Holdings, Inc. | 159,046 | $16.6M | 0.04% | −11,435−6.7% | Reduced |
| FineMark National Bank & Trust | 158,287 | $16.5M | 0.57% | +712+0.5% | Added |
| Pittenger & Anderson Inc | 157,988 | $16.5M | 0.62% | +1,928+1.2% | Added |
| Acadian Asset Management LLC | 158,020 | $16.5M | 0.05% | −78,197−33.1% | Reduced |
| Appleton Partners Inc | 157,732 | $16.4M | 1.21% | +396+0.3% | Added |
| Brown Advisory Inc | 154,931 | $16.2M | 0.02% | −3,487−2.2% | Reduced |
| Citadel Advisors LLC | 154,172 | $16.1M | 0.02% | −693,558−81.8% | Reduced |
| Ninety One UK Ltd | 153,981 | $16.1M | 0.04% | −84,966−35.6% | Reduced |
| SpiderRock Advisors, LLC | 153,713 | $16.0M | 0.34% | +73,365+91.3% | Added |