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, Q4 2024
Institutional positions in Morgan Stanley as of Dec 31, 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
- 2,118
- +276 vs. Q3 2024
- Shares held
- 1.36B
- +10.7M (+0.8%) vs. Q3 2024
- Total value
- $170.9B
- +$30.1B (+21.4%) vs. Q3 2024
- New holders
- 358
- 704 more added
- Sold out
- 82
- 792 more reduced
33 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $218.1B |
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $47.4B | 100.00% | 00.0% | Unchanged |
| State Street Corp | 111,280,579 | $14.0B | 0.55% | +1,001,230+0.9% | Added |
| Vanguard Group Inc | 110,132,798 | $13.8B | 0.24% | +696,646+0.6% | Added |
| BlackRock, Inc. | 95,086,325 | $12.0B | 0.24% | +6,304,254+7.1% | Added |
| JPMorgan Chase & Co | 41,029,456 | $5.16B | 0.41% | +35,555+0.1% | Added |
| Capital International Investors | 29,984,620 | $3.77B | 0.71% | −33,011−0.1% | Reduced |
| Geode Capital Management, LLC | 25,844,753 | $3.24B | 0.25% | +604,024+2.4% | Added |
| FMR LLC | 25,561,560 | $3.21B | 0.19% | +2,725,335+11.9% | Added |
| Fisher Asset Management, LLC | 22,833,937 | $2.87B | 1.14% | +428,956+1.9% | Added |
| Capital Research Global Investors | 21,794,873 | $2.74B | 0.56% | +6,744,333+44.8% | Added |
| Wellington Management Group LLP | 20,895,984 | $2.63B | 0.48% | −10,275,782−33.0% | Reduced |
| Bank of America Corp | 18,810,288 | $2.36B | 0.22% | −2,017,707−9.7% | Reduced |
| Massachusetts Financial Services Co | 16,879,506 | $2.12B | 0.67% | −2,289,863−11.9% | Reduced |
| Norges Bank | 15,194,081 | $1.91B | 0.25% | +252,935+1.7% | Added |
| Price T Rowe Associates Inc | 14,112,508 | $1.77B | 0.20% | +1,890,245+15.5% | Added |
| Goldman Sachs Group Inc | 13,967,394 | $1.76B | 0.34% | −998,176−6.7% | Reduced |
| Northern Trust Corp | 13,403,197 | $1.69B | 0.24% | +2,233,589+20.0% | Added |
| Ameriprise Financial Inc | 12,844,090 | $1.62B | 0.41% | −267,728−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 11,019,694 | $1.39B | 0.26% | +47,699+0.4% | Added |
| UBS Group AG | 10,967,351 | $1.38B | 0.31% | +535,973+5.1% | Added |
| UBS Asset Management Americas Inc | 9,210,293 | $1.16B | 0.27% | +756,116+8.9% | Added |
| Invesco Ltd. | 8,893,909 | $1.12B | 0.21% | −1,462,965−14.1% | Reduced |
| Royal Bank of Canada | 8,684,616 | $1.09B | 0.24% | +1,136,769+15.1% | Added |
| Legal & General Group Plc | 8,040,164 | $1.01B | 0.27% | −209,212−2.5% | Reduced |
| Dimensional Fund Advisors LP | 7,984,403 | $1.00B | 0.24% | −117,662−1.5% | Reduced |
| Bank of New York Mellon Corp | 7,736,851 | $972.7M | 0.18% | −3,282,221−29.8% | Reduced |
| Franklin Resources Inc | 7,718,509 | $970.4M | 0.27% | −132,339−1.7% | Reduced |
| Schroder Investment Management Group | 7,282,156 | $915.7M | 0.88% | +2,453,470+50.8% | Added |
| Manufacturers Life Insurance Company, The | 7,164,838 | $900.8M | 0.78% | −1,694,302−19.1% | Reduced |
| Morgan Stanley | 6,080,379 | $764.4M | 0.05% | −30,974−0.5% | Reduced |
| Alphinity Investment Management Pty Ltd | 5,969,490 | $750.5M | 4.08% | −1,7750.0% | Reduced |
| Bank of Montreal | 5,717,093 | $718.8M | 0.36% | −543,945−8.7% | Reduced |
| Capital World Investors | 5,655,399 | $711.0M | 0.11% | +26,955+0.5% | Added |
| Nuveen Asset Management, LLC | 5,478,758 | $688.8M | 0.19% | −323,063−5.6% | Reduced |
| Janus Henderson Group PLC | 5,474,243 | $688.3M | 0.35% | −840,065−13.3% | Reduced |
| Deutsche Bank AG | 4,870,259 | $612.3M | 0.24% | +3,118+0.1% | Added |
| Wells Fargo & Company | 4,380,763 | $550.7M | 0.13% | +35,231+0.8% | Added |
| Amundi | 4,274,351 | $544.8M | 0.19% | −537,238−11.2% | Reduced |
| Voya Investment Management LLC | 4,250,392 | $534.4M | 0.56% | +195,753+4.8% | Added |
| Principal Financial Group Inc | 4,237,185 | $532.7M | 0.29% | −474,620−10.1% | Reduced |
| Boston Partners | 3,960,978 | $500.1M | 0.61% | −2,218,533−35.9% | Reduced |
| Millennium Management LLC | 3,687,640 | $463.6M | 0.40% | +1,168,600+46.4% | Added |
| HSBC Holdings PLC | 3,460,508 | $435.3M | 0.27% | +79,359+2.3% | Added |
| Citadel Advisors LLC | 3,363,852 | $422.9M | 0.39% | +3,209,680+2,081.9% | Added |
| Alliancebernstein L.P. | 2,889,322 | $363.2M | 0.12% | +47,221+1.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,805,076 | $352.7M | 0.24% | +72,285+2.6% | Added |
| Raymond James Financial Inc | 2,578,094 | $324.1M | 0.12% | +2,578,094 | New |
| Barclays PLC | 2,517,811 | $316.5M | 0.16% | −3,560,342−58.6% | Reduced |
| Envestnet Asset Management Inc | 2,480,672 | $311.9M | 0.10% | −46,252−1.8% | Reduced |
| Ensign Peak Advisors, Inc | 2,439,366 | $306.7M | 0.55% | +257,901+11.8% | Added |
| California Public Employees Retirement System | 2,372,562 | $298.3M | 0.20% | −122,648−4.9% | Reduced |
| Rhumbline Advisers | 2,370,856 | $298.1M | 0.27% | −55,426−2.3% | Reduced |
| American Century Companies Inc | 2,331,960 | $293.2M | 0.17% | +1,230,623+111.7% | Added |
| National Pension Service | 2,313,928 | $290.9M | 0.28% | −57,121−2.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,248,451 | $282.7M | 0.19% | +2,618+0.1% | Added |
| Fayez Sarofim & Co | 2,238,714 | $281.5M | 0.68% | +325,579+17.0% | Added |
| FIL Ltd | 2,238,416 | $281.4M | 0.26% | +892,929+66.4% | Added |
| Neuberger Berman Group LLC | 2,162,140 | $271.8M | 0.22% | +78,609+3.8% | Added |
| BNP Paribas Arbitrage, SA | 2,093,292 | $263.2M | 0.20% | −224,507−9.7% | Reduced |
| Lord, Abbett & Co. LLC | 2,067,755 | $260.0M | 0.82% | +120,503+6.2% | Added |
| Citigroup Inc | 1,982,997 | $249.3M | 0.24% | +219,363+12.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,925,304 | $242.5M | 0.23% | +159,065+9.0% | Added |
| LPL Financial LLC | 1,879,615 | $236.3M | 0.10% | +223,536+13.5% | Added |
| California State Teachers Retirement System | 1,877,092 | $236.0M | 0.28% | −93,621−4.8% | Reduced |
| Cullen Capital Management LLC | 1,830,069 | $230.1M | 2.68% | −631,848−25.7% | Reduced |
| Public Employees Retirement Association of Colorado | 1,780,745 | $223.9M | 0.89% | +486,165+37.6% | Added |
| New York State Common Retirement Fund | 1,628,303 | $204.7M | 0.27% | +129,800+8.7% | Added |
| Stifel Financial Corp | 1,602,131 | $201.4M | 0.21% | −5,792−0.4% | Reduced |
| Canada Pension Plan Investment Board | 1,591,896 | $200.1M | 0.19% | −675,290−29.8% | Reduced |
| D. E. Shaw & Co., Inc. | 1,588,119 | $199.7M | 0.22% | +905,849+132.8% | Added |
| Federated Hermes, Inc. | 1,569,948 | $197.4M | 0.43% | −876,318−35.8% | Reduced |
| Axiom Investors LLC | 1,556,964 | $195.7M | 1.44% | +1,556,964 | New |
| Menora Mivtachim Holdings Ltd. | 1,532,977 | $192.7M | 1.21% | +1,532,977 | New |
| Bessemer Group Inc | 1,532,498 | $192.7M | 0.31% | +385,820+33.6% | Added |
| Standard Life Aberdeen plc | 1,532,571 | $192.5M | 0.36% | −96,381−5.9% | Reduced |
| Fifth Third Bancorp | 1,506,337 | $189.4M | 0.69% | −8,157−0.5% | Reduced |
| Hamlin Capital Management, LLC | 1,490,670 | $187.4M | 4.64% | −13,303−0.9% | Reduced |
| Prudential Financial Inc | 1,490,558 | $187.4M | 0.26% | +65,456+4.6% | Added |
| Macquarie Group Ltd | 1,462,717 | $177.8M | 0.22% | −433,840−22.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,405,016 | $176.6M | 0.14% | −117,809−7.7% | Reduced |
| HighTower Advisors, LLC | 1,412,678 | $174.5M | 0.24% | +42,106+3.1% | Added |
| Focused Investors LLC | 1,311,800 | $164.9M | 5.21% | −306,400−18.9% | Reduced |
| Marshall Wace, LLP | 1,300,023 | $163.4M | 0.21% | +221,940+20.6% | Added |
| CI Private Wealth, LLC | 1,281,002 | $160.6M | 0.27% | −623,822−32.7% | Reduced |
| Evercore Wealth Management, LLC | 1,274,422 | $160.2M | 2.40% | −8,364−0.7% | Reduced |
| Qube Research & Technologies Ltd | 1,237,134 | $155.5M | 0.25% | +630,899+104.1% | Added |
| Great West Life Assurance Co | 1,219,603 | $153.3M | 0.26% | −342,428−21.9% | Reduced |
| Natixis Advisors, L.P. | 1,187,784 | $149.3M | 0.28% | +34,847+3.0% | Added |
| Primecap Management Co | 1,179,595 | $148.3M | 0.11% | −271,312−18.7% | Reduced |
| New York State Teachers Retirement System | 1,174,211 | $147.6M | 0.31% | +26,587+2.3% | Added |
| Commerce Bank | 1,148,566 | $144.4M | 0.89% | +19,673+1.7% | Added |
| Adage Capital Partners GP, L.L.C. | 1,148,084 | $144.3M | 0.25% | −26,150−2.2% | Reduced |
| Squarepoint Ops LLC | 1,126,171 | $141.6M | 0.36% | +176,376+18.6% | Added |
| State Board of Administration of Florida Retirement System | 1,120,989 | $140.9M | 0.27% | −10,861−1.0% | Reduced |
| Danske Bank A/S | 1,075,133 | $135.2M | 0.40% | +550,761+105.0% | Added |
| Unisphere Establishment | 1,050,000 | $132.0M | 1.15% | −900,000−46.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,028,803 | $129.3M | 0.26% | +1,028,803 | New |
| Wealth Enhancement Advisory Services, LLC | 974,647 | $122.5M | 0.23% | +1,584+0.2% | Added |
| Douglas Lane & Associates, LLC | 968,815 | $121.8M | 1.72% | −31,327−3.1% | Reduced |
| Korea Investment CORP | 957,428 | $120.4M | 0.29% | −262,031−21.5% | Reduced |