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 |
|---|---|---|---|---|---|
| RBF Capital, LLC | 810,432 | $101.9M | 5.31% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 813,487 | $102.3M | 0.20% | −13,000−1.6% | Reduced |
| Rokos Capital Management LLP | 813,197 | $102.3M | 2.22% | +813,197 | New |
| UniSuper Management Pty Ltd | 822,225 | $103.4M | 0.74% | +13,136+1.6% | Added |
| Tredje AP-fonden | 829,330 | $104.3M | 0.94% | −403,643−32.7% | Reduced |
| Swedbank AB | 832,979 | $104.7M | 0.13% | −5,006−0.6% | Reduced |
| M&T Bank Corp | 848,958 | $106.7M | 0.36% | +6,259+0.7% | Added |
| Pictet Asset Management Holding SA | 854,153 | $107.4M | 0.12% | +116,754+15.8% | Added |
| Mackenzie Financial Corp | 856,769 | $107.7M | 0.15% | +551,365+180.5% | Added |
| Russell Investments Group, Ltd. | 859,217 | $108.0M | 0.15% | −77,203−8.2% | Reduced |
| Brandywine Global Investment Management, LLC | 866,315 | $108.9M | 0.79% | −67,280−7.2% | Reduced |
| Artisan Partners Limited Partnership | 888,239 | $111.7M | 0.17% | −196,331−18.1% | Reduced |
| DnB Asset Management AS | 919,037 | $115.5M | 0.50% | −8,982−1.0% | Reduced |
| Nordea Investment Management AB | 924,524 | $116.5M | 0.12% | −1,172,676−55.9% | Reduced |
| Retirement Systems of Alabama | 934,800 | $117.5M | 0.44% | −2,220−0.2% | Reduced |
| Clark Capital Management Group, Inc. | 934,926 | $117.5M | 0.82% | +99,530+11.9% | Added |
| Victory Capital Management Inc | 941,053 | $118.3M | 0.12% | +345,261+57.9% | Added |
| Korea Investment CORP | 957,428 | $120.4M | 0.29% | −262,031−21.5% | Reduced |
| Douglas Lane & Associates, LLC | 968,815 | $121.8M | 1.72% | −31,327−3.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 974,647 | $122.5M | 0.23% | +1,584+0.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,028,803 | $129.3M | 0.26% | +1,028,803 | New |
| Unisphere Establishment | 1,050,000 | $132.0M | 1.15% | −900,000−46.2% | Reduced |
| Danske Bank A/S | 1,075,133 | $135.2M | 0.40% | +550,761+105.0% | Added |
| State Board of Administration of Florida Retirement System | 1,120,989 | $140.9M | 0.27% | −10,861−1.0% | Reduced |
| Squarepoint Ops LLC | 1,126,171 | $141.6M | 0.36% | +176,376+18.6% | Added |
| Adage Capital Partners GP, L.L.C. | 1,148,084 | $144.3M | 0.25% | −26,150−2.2% | Reduced |
| Commerce Bank | 1,148,566 | $144.4M | 0.89% | +19,673+1.7% | Added |
| New York State Teachers Retirement System | 1,174,211 | $147.6M | 0.31% | +26,587+2.3% | Added |
| Primecap Management Co | 1,179,595 | $148.3M | 0.11% | −271,312−18.7% | Reduced |
| Natixis Advisors, L.P. | 1,187,784 | $149.3M | 0.28% | +34,847+3.0% | Added |
| Great West Life Assurance Co | 1,219,603 | $153.3M | 0.26% | −342,428−21.9% | Reduced |
| Qube Research & Technologies Ltd | 1,237,134 | $155.5M | 0.25% | +630,899+104.1% | Added |
| Evercore Wealth Management, LLC | 1,274,422 | $160.2M | 2.40% | −8,364−0.7% | Reduced |
| CI Private Wealth, LLC | 1,281,002 | $160.6M | 0.27% | −623,822−32.7% | Reduced |
| Marshall Wace, LLP | 1,300,023 | $163.4M | 0.21% | +221,940+20.6% | Added |
| Focused Investors LLC | 1,311,800 | $164.9M | 5.21% | −306,400−18.9% | Reduced |
| HighTower Advisors, LLC | 1,412,678 | $174.5M | 0.24% | +42,106+3.1% | Added |
| Arrowstreet Capital, Limited Partnership | 1,405,016 | $176.6M | 0.14% | −117,809−7.7% | Reduced |
| Macquarie Group Ltd | 1,462,717 | $177.8M | 0.22% | −433,840−22.9% | Reduced |
| Prudential Financial Inc | 1,490,558 | $187.4M | 0.26% | +65,456+4.6% | Added |
| Hamlin Capital Management, LLC | 1,490,670 | $187.4M | 4.64% | −13,303−0.9% | Reduced |
| Fifth Third Bancorp | 1,506,337 | $189.4M | 0.69% | −8,157−0.5% | Reduced |
| Standard Life Aberdeen plc | 1,532,571 | $192.5M | 0.36% | −96,381−5.9% | Reduced |
| Bessemer Group Inc | 1,532,498 | $192.7M | 0.31% | +385,820+33.6% | Added |
| Menora Mivtachim Holdings Ltd. | 1,532,977 | $192.7M | 1.21% | +1,532,977 | New |
| Axiom Investors LLC | 1,556,964 | $195.7M | 1.44% | +1,556,964 | New |
| Federated Hermes, Inc. | 1,569,948 | $197.4M | 0.43% | −876,318−35.8% | Reduced |
| D. E. Shaw & Co., Inc. | 1,588,119 | $199.7M | 0.22% | +905,849+132.8% | Added |
| Canada Pension Plan Investment Board | 1,591,896 | $200.1M | 0.19% | −675,290−29.8% | Reduced |
| Stifel Financial Corp | 1,602,131 | $201.4M | 0.21% | −5,792−0.4% | Reduced |
| New York State Common Retirement Fund | 1,628,303 | $204.7M | 0.27% | +129,800+8.7% | Added |
| Public Employees Retirement Association of Colorado | 1,780,745 | $223.9M | 0.89% | +486,165+37.6% | Added |
| Cullen Capital Management LLC | 1,830,069 | $230.1M | 2.68% | −631,848−25.7% | Reduced |
| California State Teachers Retirement System | 1,877,092 | $236.0M | 0.28% | −93,621−4.8% | Reduced |
| LPL Financial LLC | 1,879,615 | $236.3M | 0.10% | +223,536+13.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,925,304 | $242.5M | 0.23% | +159,065+9.0% | Added |
| Citigroup Inc | 1,982,997 | $249.3M | 0.24% | +219,363+12.4% | Added |
| Lord, Abbett & Co. LLC | 2,067,755 | $260.0M | 0.82% | +120,503+6.2% | Added |
| BNP Paribas Arbitrage, SA | 2,093,292 | $263.2M | 0.20% | −224,507−9.7% | Reduced |
| Neuberger Berman Group LLC | 2,162,140 | $271.8M | 0.22% | +78,609+3.8% | Added |
| FIL Ltd | 2,238,416 | $281.4M | 0.26% | +892,929+66.4% | Added |
| Fayez Sarofim & Co | 2,238,714 | $281.5M | 0.68% | +325,579+17.0% | Added |
| The PNC Financial Services Group, Inc. | 2,248,451 | $282.7M | 0.19% | +2,618+0.1% | Added |
| National Pension Service | 2,313,928 | $290.9M | 0.28% | −57,121−2.4% | Reduced |
| American Century Companies Inc | 2,331,960 | $293.2M | 0.17% | +1,230,623+111.7% | Added |
| Rhumbline Advisers | 2,370,856 | $298.1M | 0.27% | −55,426−2.3% | Reduced |
| California Public Employees Retirement System | 2,372,562 | $298.3M | 0.20% | −122,648−4.9% | Reduced |
| Ensign Peak Advisors, Inc | 2,439,366 | $306.7M | 0.55% | +257,901+11.8% | Added |
| Envestnet Asset Management Inc | 2,480,672 | $311.9M | 0.10% | −46,252−1.8% | Reduced |
| Barclays PLC | 2,517,811 | $316.5M | 0.16% | −3,560,342−58.6% | Reduced |
| Raymond James Financial Inc | 2,578,094 | $324.1M | 0.12% | +2,578,094 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,805,076 | $352.7M | 0.24% | +72,285+2.6% | Added |
| Alliancebernstein L.P. | 2,889,322 | $363.2M | 0.12% | +47,221+1.7% | Added |
| Citadel Advisors LLC | 3,363,852 | $422.9M | 0.39% | +3,209,680+2,081.9% | Added |
| HSBC Holdings PLC | 3,460,508 | $435.3M | 0.27% | +79,359+2.3% | Added |
| Millennium Management LLC | 3,687,640 | $463.6M | 0.40% | +1,168,600+46.4% | Added |
| Boston Partners | 3,960,978 | $500.1M | 0.61% | −2,218,533−35.9% | Reduced |
| Principal Financial Group Inc | 4,237,185 | $532.7M | 0.29% | −474,620−10.1% | Reduced |
| Voya Investment Management LLC | 4,250,392 | $534.4M | 0.56% | +195,753+4.8% | Added |
| Amundi | 4,274,351 | $544.8M | 0.19% | −537,238−11.2% | Reduced |
| Wells Fargo & Company | 4,380,763 | $550.7M | 0.13% | +35,231+0.8% | Added |
| Deutsche Bank AG | 4,870,259 | $612.3M | 0.24% | +3,118+0.1% | Added |
| Janus Henderson Group PLC | 5,474,243 | $688.3M | 0.35% | −840,065−13.3% | Reduced |
| Nuveen Asset Management, LLC | 5,478,758 | $688.8M | 0.19% | −323,063−5.6% | Reduced |
| Capital World Investors | 5,655,399 | $711.0M | 0.11% | +26,955+0.5% | Added |
| Bank of Montreal | 5,717,093 | $718.8M | 0.36% | −543,945−8.7% | Reduced |
| Alphinity Investment Management Pty Ltd | 5,969,490 | $750.5M | 4.08% | −1,7750.0% | Reduced |
| Morgan Stanley | 6,080,379 | $764.4M | 0.05% | −30,974−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 7,164,838 | $900.8M | 0.78% | −1,694,302−19.1% | Reduced |
| Schroder Investment Management Group | 7,282,156 | $915.7M | 0.88% | +2,453,470+50.8% | Added |
| Franklin Resources Inc | 7,718,509 | $970.4M | 0.27% | −132,339−1.7% | Reduced |
| Bank of New York Mellon Corp | 7,736,851 | $972.7M | 0.18% | −3,282,221−29.8% | Reduced |
| Dimensional Fund Advisors LP | 7,984,403 | $1.00B | 0.24% | −117,662−1.5% | Reduced |
| Legal & General Group Plc | 8,040,164 | $1.01B | 0.27% | −209,212−2.5% | Reduced |
| Royal Bank of Canada | 8,684,616 | $1.09B | 0.24% | +1,136,769+15.1% | Added |
| Invesco Ltd. | 8,893,909 | $1.12B | 0.21% | −1,462,965−14.1% | Reduced |
| UBS Asset Management Americas Inc | 9,210,293 | $1.16B | 0.27% | +756,116+8.9% | Added |
| UBS Group AG | 10,967,351 | $1.38B | 0.31% | +535,973+5.1% | Added |
| Charles Schwab Investment Management Inc | 11,019,694 | $1.39B | 0.26% | +47,699+0.4% | Added |
| Ameriprise Financial Inc | 12,844,090 | $1.62B | 0.41% | −267,728−2.0% | Reduced |