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
- 2,117
- +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
- 791 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 | 2,513 | $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, 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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 148,683 | $18.8M | 0.20% | −54,300−26.8% | Reduced |
| Gamco Investors, Inc. Et Al | 150,792 | $19.0M | 0.20% | −10,895−6.7% | Reduced |
| Wesbanco Bank Inc | 152,289 | $19.1M | 0.65% | −8,169−5.1% | Reduced |
| Appleton Partners Inc | 153,040 | $19.2M | 1.42% | −4,692−3.0% | Reduced |
| Prudential PLC | 155,937 | $19.6M | 0.10% | −3,765−2.4% | Reduced |
| Brown Advisory Inc | 156,277 | $19.6M | 0.02% | +1,346+0.9% | Added |
| Twin Tree Management, LP | 156,579 | $19.7M | 0.48% | +55,170+54.4% | Added |
| DJE Kapital AG | 157,593 | $19.7M | 0.46% | +157,593 | New |
| Generali Asset Management SPA SGR | 157,088 | $19.7M | 0.50% | +157,088 | New |
| Blair William & Co | 157,512 | $19.8M | 0.06% | −1,852−1.2% | Reduced |
| Captrust Financial Advisors | 158,299 | $19.9M | 0.06% | +35,399+28.8% | Added |
| Pittenger & Anderson Inc | 159,667 | $20.1M | 0.73% | +1,679+1.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 160,768 | $20.2M | 0.21% | +15,801+10.9% | Added |
| Ethic Inc. | 162,269 | $20.4M | 0.41% | +42,743+35.8% | Added |
| Daiwa Securities Group Inc. | 164,459 | $20.7M | 0.09% | −2,617−1.6% | Reduced |
| Mercer Global Advisors Inc | 165,581 | $20.8M | 0.05% | −16,222−8.9% | Reduced |
| MAI Capital Management | 165,784 | $20.8M | 0.16% | −2,170−1.3% | Reduced |
| Madison Asset Management, LLC | 166,706 | $21.0M | 0.24% | −54,485−24.6% | Reduced |
| Madison Investment Advisors, LLC | 166,706 | $21.0M | 0.24% | +166,706 | New |
| Grand Jean Capital Management Inc | 168,582 | $21.2M | 4.92% | −803−0.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 169,293 | $21.3M | 0.21% | +169,293 | New |
| Capital International Inc | 169,428 | $21.3M | 0.25% | +33,746+24.9% | Added |
| Peapack Gladstone Financial Corp | 170,657 | $21.5M | 0.31% | −2,745−1.6% | Reduced |
| Yousif Capital Management, LLC | 170,795 | $21.5M | 0.24% | −5,352−3.0% | Reduced |
| Pathstone Holdings, LLC | 170,995 | $21.5M | 0.10% | +2,152+1.3% | Added |
| Mutual of America Capital Management LLC | 171,202 | $21.5M | 0.23% | −5,977−3.4% | Reduced |
| Copeland Capital Management, LLC | 171,203 | $21.5M | 0.40% | −26,883−13.6% | Reduced |
| Advisor Group Holdings, Inc. | 199,911 | $21.9M | 0.05% | +40,865+25.7% | Added |
| TCG Advisory Services, LLC | 176,525 | $22.2M | 0.93% | +3,311+1.9% | Added |
| Colony Group, LLC | 177,219 | $22.3M | 0.06% | +102,451+137.0% | Added |
| Xponance, Inc. | 179,420 | $22.6M | 0.21% | +2,463+1.4% | Added |
| RMB Capital Management, LLC | 180,333 | $22.7M | 0.52% | +7,289+4.2% | Added |
| NorthCrest Asset Manangement, LLC | 181,202 | $22.8M | 0.68% | −547−0.3% | Reduced |
| Diamond Hill Capital Management Inc | 181,422 | $22.8M | 0.10% | −20,830−10.3% | Reduced |
| Payden & Rygel | 183,500 | $23.1M | 1.99% | +52,000+39.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 183,590 | $23.1M | 0.33% | −259,697−58.6% | Reduced |
| Edge Capital Group, LLC | 183,748 | $23.1M | 1.03% | −45,914−20.0% | Reduced |
| New York Life Investment Management LLC | 183,990 | $23.1M | 0.23% | −608−0.3% | Reduced |
| Sanctuary Advisors, LLC | 165,374 | $23.1M | 0.15% | −6,740−3.9% | Reduced |
| Assetmark, Inc | 187,154 | $23.5M | 0.06% | −61,129−24.6% | Reduced |
| Umb Bank N A | 187,301 | $23.5M | 0.37% | −8,456−4.3% | Reduced |
| Bridger Management, LLC | 187,714 | $23.6M | 12.68% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 188,215 | $23.7M | 0.20% | −25,013−11.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 189,333 | $23.8M | 0.24% | −21,700−10.3% | Reduced |
| Aptus Capital Advisors, LLC | 190,347 | $23.9M | 0.28% | +40,036+26.6% | Added |
| Cetera Investment Advisers | 191,487 | $24.1M | 0.05% | +19,195+11.1% | Added |
| Harvest Portfolios Group Inc. | 191,723 | $24.1M | 0.80% | −48,504−20.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 192,029 | $24.1M | 0.25% | +52,951+38.1% | Added |
| Utah Retirement Systems | 192,568 | $24.2M | 0.27% | +600+0.3% | Added |
| CIBC World Markets Corp | 194,480 | $24.5M | 0.14% | −45,284−18.9% | Reduced |
| LVM Capital Management Ltd | 196,009 | $24.6M | 2.65% | −828−0.4% | Reduced |
| Connors Investor Services Inc | 197,844 | $24.9M | 2.33% | −47,320−19.3% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 198,692 | $25.0M | 4.12% | −1,234−0.6% | Reduced |
| Ossiam | 200,107 | $25.2M | 0.43% | −918,192−82.1% | Reduced |
| AQR Capital Management LLC | 200,232 | $25.2M | 0.03% | −67,570−25.2% | Reduced |
| USS Investment Management Ltd | 202,126 | $25.4M | 0.18% | −7,931−3.8% | Reduced |
| Varma Mutual Pension Insurance Co | 202,712 | $25.5M | 0.19% | −79,900−28.3% | Reduced |
| Camden Capital, LLC | 203,121 | $25.5M | 2.77% | +652+0.3% | Added |
| NFJ Investment Group, LLC | 208,402 | $26.2M | 0.84% | −43,456−17.3% | Reduced |
| Hallmark Capital Management Inc | 208,973 | $26.3M | 1.96% | −13,545−6.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 210,248 | $26.4M | 1.90% | 00.0% | Unchanged |
| Agf Management Ltd | 210,363 | $26.4M | 0.13% | −70,684−25.2% | Reduced |
| AMF Pensionsforsakring AB | 212,235 | $26.7M | 0.19% | −44,125−17.2% | Reduced |
| Bailard, Inc. | 214,107 | $26.9M | 0.69% | +2,240+1.1% | Added |
| Adams Diversified Equity Fund, Inc. | 215,269 | $27.1M | 1.02% | −15,800−6.8% | Reduced |
| Bollard Group LLC | 217,907 | $27.4M | 0.76% | −44,105−16.8% | Reduced |
| Cerity Partners LLC | 235,340 | $28.1M | 0.06% | −12,337−5.0% | Reduced |
| Hosking Partners LLP | 223,799 | $28.1M | 1.10% | −110,901−33.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 224,900 | $28.3M | 0.06% | −1,372,900−85.9% | Reduced |
| CIBC Asset Management Inc | 226,353 | $28.5M | 0.09% | +5,157+2.3% | Added |
| IFM Investors Pty Ltd | 227,449 | $28.6M | 0.29% | −20,982−8.4% | Reduced |
| Crossmark Global Holdings, Inc. | 228,310 | $28.7M | 0.52% | −33,720−12.9% | Reduced |
| Capital Group Private Client Services, Inc. | 228,670 | $28.7M | 0.26% | −3,260−1.4% | Reduced |
| Abner Herrman & Brock LLC | 230,246 | $28.9M | 3.60% | −887−0.4% | Reduced |
| British Columbia Investment Management Corp | 232,352 | $29.2M | 0.17% | +28,967+14.2% | Added |
| Amalgamated Bank | 234,340 | $29.5M | 0.24% | −6,918−2.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 238,484 | $30.0M | 0.26% | +50,000+26.5% | Added |
| Beacon Investment Advisory Services, Inc. | 238,938 | $30.0M | 1.30% | +5,436+2.3% | Added |
| Balyasny Asset Management LLC | 239,276 | $30.1M | 0.07% | +156,454+188.9% | Added |
| Bank of Nova Scotia | 239,841 | $30.2M | 0.05% | −162,272−40.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 240,060 | $30.2M | 0.15% | −622−0.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 240,256 | $30.2M | 0.06% | +317+0.1% | Added |
| Creative Planning | 241,349 | $30.3M | 0.03% | +21,235+9.6% | Added |
| Weiss Asset Management LP | 244,045 | $30.7M | 0.70% | +244,045 | New |
| Teacher Retirement System of Texas | 244,540 | $30.7M | 0.11% | −14,894−5.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 244,816 | $30.8M | 1.89% | +33,336+15.8% | Added |
| Rockefeller Capital Management L.P. | 246,325 | $30.9M | 0.08% | −120,697−32.9% | Reduced |
| Los Angeles Capital Management LLC | 248,870 | $31.3M | 0.13% | +99,570+66.7% | Added |
| Keybank National Association | 249,848 | $31.4M | 0.12% | −1,005−0.4% | Reduced |
| Gabelli Funds LLC | 251,279 | $31.6M | 0.24% | −7,207−2.8% | Reduced |
| Groupama Asset Managment | 251,398 | $31.6M | 0.65% | +170,811+212.0% | Added |
| Annex Advisory Services, LLC | 252,714 | $31.8M | 0.96% | −8,405−3.2% | Reduced |
| QRG Capital Management, Inc. | 254,124 | $31.9M | 0.33% | +10,009+4.1% | Added |
| Heritage Investors Management Corp | 257,717 | $32.4M | 1.05% | −3,429−1.3% | Reduced |
| TD Waterhouse Canada Inc. | 260,741 | $32.8M | 0.26% | +38,348+17.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 263,767 | $33.2M | 0.21% | −7,422−2.7% | Reduced |
| ProShare Advisors LLC | 265,823 | $33.4M | 0.08% | +26,383+11.0% | Added |
| Maple Capital Management, Inc. | 265,879 | $33.4M | 2.46% | +830.0% | Added |
| Acadian Asset Management LLC | 266,581 | $33.5M | 0.10% | +108,561+68.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 267,971 | $33.7M | 0.15% | −239,886−47.2% | Reduced |