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 |
|---|---|---|---|---|---|
| Mn Services Vermogensbeheer B.V. | 268,800 | $33.8M | 0.23% | +2,200+0.8% | Added |
| Czech National Bank | 268,965 | $33.8M | 0.31% | +15,192+6.0% | Added |
| Lazard Asset Management LLC | 271,692 | $34.2M | 0.05% | +159,388+141.9% | Added |
| Chilton Investment Co LLC | 272,447 | $34.3M | 0.88% | +14,390+5.6% | Added |
| Blue Chip Partners, Inc. | 279,108 | $35.1M | 3.02% | −6,513−2.3% | Reduced |
| AXA S.A. | 279,892 | $35.2M | 0.11% | −91,800−24.7% | Reduced |
| Matrix Asset Advisors Inc | 280,424 | $35.3M | 3.85% | −21,203−7.0% | Reduced |
| Toronto Dominion Bank | 281,377 | $35.4M | 0.07% | −68,283−19.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 287,763 | $36.2M | 0.84% | +2,243+0.8% | Added |
| Banco Santander, S.A. | 288,172 | $36.2M | 0.44% | +197,281+217.1% | Added |
| Fort Washington Investment Advisors Inc | 289,779 | $36.4M | 0.22% | +285,496+6,665.8% | Added |
| Conning Inc. | 290,356 | $36.5M | 1.28% | −85,303−22.7% | Reduced |
| Baird Financial Group, Inc. | 290,438 | $36.5M | 0.07% | −1,727−0.6% | Reduced |
| Corebridge Financial, Inc. | 294,400 | $37.0M | 0.20% | −46,217−13.6% | Reduced |
| Gradient Investments LLC | 298,807 | $37.6M | 0.76% | −32,504−9.8% | Reduced |
| MML Investors Services, LLC | 299,453 | $37.6M | 0.13% | +10,045+3.5% | Added |
| CIBC Private Wealth Group, LLC | 300,015 | $38.4M | 0.07% | +11,710+4.1% | Added |
| Oppenheimer Asset Management Inc. | 306,137 | $38.5M | 0.47% | −47,121−13.3% | Reduced |
| GW&K Investment Management, LLC | 311,558 | $39.2M | 0.33% | −7,250−2.3% | Reduced |
| Forsta Ap-Fonden | 313,163 | $39.4M | 0.28% | +23,300+8.0% | Added |
| Janney Montgomery Scott LLC | 313,525 | $39.4M | 0.11% | −3,714−1.2% | Reduced |
| Chilton Capital Management LLC | 313,767 | $39.4M | 1.66% | +680+0.2% | Added |
| Vontobel Holding Ltd. | 314,587 | $39.5M | 0.14% | −42,067−11.8% | Reduced |
| Comerica Bank | 317,150 | $39.9M | 0.16% | −22,658−6.7% | Reduced |
| Nearwater Capital Markets, Ltd | 321,773 | $40.5M | 1.15% | +321,773 | New |
| Public Sector Pension Investment Board | 321,849 | $40.5M | 0.17% | +104,453+48.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 327,295 | $41.1M | 2.36% | +2,819+0.9% | Added |
| MetLife Investment Management | 329,959 | $41.5M | 0.23% | +4,394+1.3% | Added |
| Teewinot Capital Advisers, L.L.C. | 330,630 | $41.6M | 4.24% | −278,624−45.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 335,603 | $42.2M | 0.10% | +156,477+87.4% | Added |
| Teachers Retirement System of the State of Kentucky | 336,005 | $42.2M | 0.37% | −144,200−30.0% | Reduced |
| State of Michigan Retirement System | 336,726 | $42.3M | 0.22% | −2,500−0.7% | Reduced |
| Erste Asset Management GmbH | 344,853 | $43.6M | 0.53% | −97,423−22.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 348,024 | $43.8M | 0.83% | −11,672−3.2% | Reduced |
| Arizona State Retirement System | 351,392 | $44.2M | 0.27% | +1,913+0.5% | Added |
| Fiduciary Trust Co | 352,679 | $44.3M | 0.59% | −13,563−3.7% | Reduced |
| Edgar Lomax Co | 366,710 | $46.1M | 2.97% | +197,165+116.3% | Added |
| Resona Asset Management Co.,Ltd. | 367,737 | $46.3M | 0.27% | −20,771−5.3% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $46.4M | 2.71% | 00.0% | Unchanged |
| Credit Agricole S A | 382,160 | $48.0M | 0.16% | +68,139+21.7% | Added |
| Todd Asset Management LLC | 386,686 | $48.6M | 1.16% | −44,511−10.3% | Reduced |
| STRS Ohio | 397,595 | $50.0M | 0.20% | −16,664−4.0% | Reduced |
| Trivest Advisors Ltd | 400,000 | $50.3M | 2.28% | +400,000 | New |
| Donaldson Capital Management, LLC | 416,947 | $52.4M | 2.00% | +400,151+2,382.4% | Added |
| Rafferty Asset Management, LLC | 437,658 | $55.0M | 0.19% | +15,308+3.6% | Added |
| Gateway Investment Advisers LLC | 440,362 | $55.4M | 0.62% | −5,669−1.3% | Reduced |
| Fullerton Fund Management Co Ltd. | 442,733 | $55.7M | 1.94% | +435,110+5,707.9% | Added |
| Commonwealth Equity Services, LLC | 446,628 | $56.1M | 0.08% | +16,112+3.7% | Added |
| State of New Jersey Common Pension Fund D | 447,167 | $56.2M | 0.23% | −4,803−1.1% | Reduced |
| Pinnacle Associates Ltd | 454,945 | $57.2M | 0.78% | −16,839−3.6% | Reduced |
| Nomura Asset Management Co Ltd | 455,922 | $57.3M | 0.17% | +33,819+8.0% | Added |
| State of Tennessee, Treasury Department | 465,438 | $58.5M | 0.21% | −11,793−2.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 470,028 | $59.1M | 1.18% | −53,770−10.3% | Reduced |
| KLP Kapitalforvaltning AS | 483,589 | $60.8M | 0.29% | +483,589 | New |
| Handelsbanken Fonder AB | 484,479 | $60.9M | 0.23% | +44,456+10.1% | Added |
| Capital Advisors Inc | 491,786 | $61.8M | 1.23% | +6,965+1.4% | Added |
| Public Employees Retirement System of Ohio | 493,376 | $62.0M | 0.21% | −174,425−26.1% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 493,794 | $62.1M | 0.35% | +493,794 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 499,554 | $62.8M | 0.18% | +14,283+2.9% | Added |
| Clearbridge Investments, LLC | 500,016 | $62.9M | 0.05% | −81,401−14.0% | Reduced |
| LGT Capital Partners Ltd. | 505,840 | $63.6M | 2.42% | −157,700−23.8% | Reduced |
| Factory Mutual Insurance Co | 508,850 | $64.0M | 0.69% | −146,400−22.3% | Reduced |
| CIBC World Markets Inc. | 511,824 | $64.3M | 0.15% | +147,807+40.6% | Added |
| Ofi Invest Asset Management | 530,368 | $64.4M | 1.52% | +530,368 | New |
| Calamos Advisors LLC | 515,257 | $64.8M | 0.30% | −33,211−6.1% | Reduced |
| Atalanta Sosnoff Capital, LLC | 519,512 | $65.3M | 1.42% | −6,641−1.3% | Reduced |
| National Bank of Canada | 521,478 | $65.6M | 0.08% | −580,698−52.7% | Reduced |
| Employees Retirement System of Texas | 522,000 | $65.6M | 0.56% | −137,400−20.8% | Reduced |
| Treasurer of the State of North Carolina | 523,077 | $65.8M | 0.26% | +3,720+0.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 561,850 | $70.6M | 0.17% | +20,181+3.7% | Added |
| SEI Investments Co | 564,663 | $71.0M | 0.09% | +19,389+3.6% | Added |
| Asset Management One Co.,Ltd. | 572,022 | $72.5M | 0.25% | +68,253+13.5% | Added |
| Pinebridge Investments, L.P. | 580,953 | $73.0M | 0.56% | +336,179+137.3% | Added |
| TD Asset Management Inc | 583,326 | $73.3M | 0.06% | −5,937−1.0% | Reduced |
| DekaBank Deutsche Girozentrale | 587,689 | $74.1M | 0.14% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 590,347 | $74.2M | 0.29% | +45,201+8.3% | Added |
| Capital Fund Management S.A. | 597,386 | $75.1M | 0.74% | +27,908+4.9% | Added |
| Royal London Asset Management Ltd | 601,272 | $75.6M | 0.18% | +4,340+0.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 621,077 | $78.1M | 3.89% | −1620.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 624,972 | $78.6M | 0.15% | +165,162+35.9% | Added |
| Truist Financial Corp | 631,229 | $79.4M | 0.12% | −26,048−4.0% | Reduced |
| Rathbone Brothers plc | 652,535 | $82.0M | 0.40% | −112,297−14.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 656,127 | $82.5M | 0.25% | −16,497−2.5% | Reduced |
| Man Group plc | 658,327 | $82.8M | 0.25% | −386,475−37.0% | Reduced |
| Kames Capital plc | 689,040 | $86.7M | 1.14% | −30,170−4.2% | Reduced |
| Swiss Life Asset Management Ltd | 698,798 | $87.8M | 0.65% | +344,765+97.4% | Added |
| TCW Group Inc | 699,259 | $87.9M | 0.74% | −39,796−5.4% | Reduced |
| Candriam Luxembourg S.C.A. | 707,754 | $89.0M | 0.51% | +199,465+39.2% | Added |
| Mariner, LLC | 727,396 | $91.4M | 0.15% | +31,963+4.6% | Added |
| State of Wisconsin Investment Board | 730,568 | $91.8M | 0.24% | +8,508+1.2% | Added |
| Pzena Investment Management LLC | 748,984 | $94.2M | 0.32% | −1,204−0.2% | Reduced |
| First Trust Advisors LP | 754,542 | $94.9M | 0.08% | +14,690+2.0% | Added |
| Aviva PLC | 756,654 | $95.1M | 0.25% | −13,890−1.8% | Reduced |
| US Bancorp | 760,919 | $95.7M | 0.13% | −610.0% | Reduced |
| APG Asset Management N.V. | 790,346 | $96.0M | 0.27% | +790,346 | New |
| KBC Group NV | 778,930 | $97.9M | 0.27% | +341,894+78.2% | Added |
| Susquehanna International Group, LLP | 779,061 | $97.9M | 0.15% | −195,844−20.1% | Reduced |
| Jane Street Group, LLC | 789,907 | $99.3M | 0.16% | +723,210+1,084.3% | Added |
| Storebrand Asset Management AS | 790,123 | $99.3M | 0.30% | +5,918+0.8% | Added |
| Allianz Asset Management GmbH | 793,880 | $99.8M | 0.14% | −75,790−8.7% | Reduced |