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 | $218.0B |
| 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, 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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 941,053 | $118.3M | 0.12% | +345,261+57.9% | Added |
| Clark Capital Management Group, Inc. | 934,926 | $117.5M | 0.82% | +99,530+11.9% | Added |
| Retirement Systems of Alabama | 934,800 | $117.5M | 0.44% | −2,220−0.2% | Reduced |
| Nordea Investment Management AB | 924,524 | $116.5M | 0.12% | −1,172,676−55.9% | Reduced |
| DnB Asset Management AS | 919,037 | $115.5M | 0.50% | −8,982−1.0% | Reduced |
| Artisan Partners Limited Partnership | 888,239 | $111.7M | 0.17% | −196,331−18.1% | Reduced |
| Brandywine Global Investment Management, LLC | 866,315 | $108.9M | 0.79% | −67,280−7.2% | Reduced |
| Russell Investments Group, Ltd. | 859,217 | $108.0M | 0.15% | −77,203−8.2% | Reduced |
| Mackenzie Financial Corp | 856,769 | $107.7M | 0.15% | +551,365+180.5% | Added |
| Pictet Asset Management Holding SA | 854,153 | $107.4M | 0.12% | +116,754+15.8% | Added |
| M&T Bank Corp | 848,958 | $106.7M | 0.36% | +6,259+0.7% | Added |
| Swedbank AB | 832,979 | $104.7M | 0.13% | −5,006−0.6% | Reduced |
| Tredje AP-fonden | 829,330 | $104.3M | 0.94% | −403,643−32.7% | Reduced |
| UniSuper Management Pty Ltd | 822,225 | $103.4M | 0.74% | +13,136+1.6% | Added |
| Rokos Capital Management LLP | 813,197 | $102.3M | 2.22% | +813,197 | New |
| Aristotle Capital Management, LLC | 813,487 | $102.3M | 0.20% | −13,000−1.6% | Reduced |
| RBF Capital, LLC | 810,432 | $101.9M | 5.31% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 793,880 | $99.8M | 0.14% | −75,790−8.7% | Reduced |
| Storebrand Asset Management AS | 790,123 | $99.3M | 0.30% | +5,918+0.8% | Added |
| Jane Street Group, LLC | 789,907 | $99.3M | 0.16% | +723,210+1,084.3% | Added |
| Susquehanna International Group, LLP | 779,061 | $97.9M | 0.15% | −195,844−20.1% | Reduced |
| KBC Group NV | 778,930 | $97.9M | 0.27% | +341,894+78.2% | Added |
| APG Asset Management N.V. | 790,346 | $96.0M | 0.27% | +790,346 | New |
| US Bancorp | 760,919 | $95.7M | 0.13% | −610.0% | Reduced |
| Aviva PLC | 756,654 | $95.1M | 0.25% | −13,890−1.8% | Reduced |
| First Trust Advisors LP | 754,542 | $94.9M | 0.08% | +14,690+2.0% | Added |
| Pzena Investment Management LLC | 748,984 | $94.2M | 0.32% | −1,204−0.2% | Reduced |
| State of Wisconsin Investment Board | 730,568 | $91.8M | 0.24% | +8,508+1.2% | Added |
| Mariner, LLC | 727,396 | $91.4M | 0.15% | +31,963+4.6% | Added |
| Candriam Luxembourg S.C.A. | 707,754 | $89.0M | 0.51% | +199,465+39.2% | Added |
| TCW Group Inc | 699,259 | $87.9M | 0.74% | −39,796−5.4% | Reduced |
| Swiss Life Asset Management Ltd | 698,798 | $87.8M | 0.65% | +344,765+97.4% | Added |
| Kames Capital plc | 689,040 | $86.7M | 1.14% | −30,170−4.2% | Reduced |
| Man Group plc | 658,327 | $82.8M | 0.25% | −386,475−37.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 656,127 | $82.5M | 0.25% | −16,497−2.5% | Reduced |
| Rathbone Brothers plc | 652,535 | $82.0M | 0.40% | −112,297−14.7% | Reduced |
| Truist Financial Corp | 631,229 | $79.4M | 0.12% | −26,048−4.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 624,972 | $78.6M | 0.15% | +165,162+35.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 621,077 | $78.1M | 3.89% | −1620.0% | Reduced |
| Royal London Asset Management Ltd | 601,272 | $75.6M | 0.18% | +4,340+0.7% | Added |
| Capital Fund Management S.A. | 597,386 | $75.1M | 0.74% | +27,908+4.9% | Added |
| Nisa Investment Advisors, LLC | 590,347 | $74.2M | 0.29% | +45,201+8.3% | Added |
| DekaBank Deutsche Girozentrale | 587,689 | $74.1M | 0.14% | 00.0% | Unchanged |
| TD Asset Management Inc | 583,326 | $73.3M | 0.06% | −5,937−1.0% | Reduced |
| Pinebridge Investments, L.P. | 580,953 | $73.0M | 0.56% | +336,179+137.3% | Added |
| Asset Management One Co.,Ltd. | 572,022 | $72.5M | 0.25% | +68,253+13.5% | Added |
| SEI Investments Co | 564,663 | $71.0M | 0.09% | +19,389+3.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 561,850 | $70.6M | 0.17% | +20,181+3.7% | Added |
| Treasurer of the State of North Carolina | 523,077 | $65.8M | 0.26% | +3,720+0.7% | Added |
| Employees Retirement System of Texas | 522,000 | $65.6M | 0.56% | −137,400−20.8% | Reduced |
| National Bank of Canada | 521,478 | $65.6M | 0.08% | −580,698−52.7% | Reduced |
| Atalanta Sosnoff Capital, LLC | 519,512 | $65.3M | 1.42% | −6,641−1.3% | Reduced |
| Calamos Advisors LLC | 515,257 | $64.8M | 0.30% | −33,211−6.1% | Reduced |
| Ofi Invest Asset Management | 530,368 | $64.4M | 1.52% | +530,368 | New |
| CIBC World Markets Inc. | 511,824 | $64.3M | 0.15% | +147,807+40.6% | Added |
| Factory Mutual Insurance Co | 508,850 | $64.0M | 0.69% | −146,400−22.3% | Reduced |
| LGT Capital Partners Ltd. | 505,840 | $63.6M | 2.42% | −157,700−23.8% | Reduced |
| Clearbridge Investments, LLC | 500,016 | $62.9M | 0.05% | −81,401−14.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 499,554 | $62.8M | 0.18% | +14,283+2.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 493,794 | $62.1M | 0.35% | +493,794 | New |
| Public Employees Retirement System of Ohio | 493,376 | $62.0M | 0.21% | −174,425−26.1% | Reduced |
| Capital Advisors Inc | 491,786 | $61.8M | 1.23% | +6,965+1.4% | Added |
| Handelsbanken Fonder AB | 484,479 | $60.9M | 0.23% | +44,456+10.1% | Added |
| KLP Kapitalforvaltning AS | 483,589 | $60.8M | 0.29% | +483,589 | New |
| Lazard Freres Gestion S.A.S. | 470,028 | $59.1M | 1.18% | −53,770−10.3% | Reduced |
| State of Tennessee, Treasury Department | 465,438 | $58.5M | 0.21% | −11,793−2.5% | Reduced |
| Nomura Asset Management Co Ltd | 455,922 | $57.3M | 0.17% | +33,819+8.0% | Added |
| Pinnacle Associates Ltd | 454,945 | $57.2M | 0.78% | −16,839−3.6% | Reduced |
| State of New Jersey Common Pension Fund D | 447,167 | $56.2M | 0.23% | −4,803−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 446,628 | $56.1M | 0.08% | +16,112+3.7% | Added |
| Fullerton Fund Management Co Ltd. | 442,733 | $55.7M | 1.94% | +435,110+5,707.9% | Added |
| Gateway Investment Advisers LLC | 440,362 | $55.4M | 0.62% | −5,669−1.3% | Reduced |
| Rafferty Asset Management, LLC | 437,658 | $55.0M | 0.19% | +15,308+3.6% | Added |
| Donaldson Capital Management, LLC | 416,947 | $52.4M | 2.00% | +400,151+2,382.4% | Added |
| Trivest Advisors Ltd | 400,000 | $50.3M | 2.28% | +400,000 | New |
| STRS Ohio | 397,595 | $50.0M | 0.20% | −16,664−4.0% | Reduced |
| Todd Asset Management LLC | 386,686 | $48.6M | 1.16% | −44,511−10.3% | Reduced |
| Credit Agricole S A | 382,160 | $48.0M | 0.16% | +68,139+21.7% | Added |
| Basswood Capital Management, L.L.C. | 369,259 | $46.4M | 2.71% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 367,737 | $46.3M | 0.27% | −20,771−5.3% | Reduced |
| Edgar Lomax Co | 366,710 | $46.1M | 2.97% | +197,165+116.3% | Added |
| Fiduciary Trust Co | 352,679 | $44.3M | 0.59% | −13,563−3.7% | Reduced |
| Arizona State Retirement System | 351,392 | $44.2M | 0.27% | +1,913+0.5% | Added |
| Ferguson Wellman Capital Management, Inc | 348,024 | $43.8M | 0.83% | −11,672−3.2% | Reduced |
| Erste Asset Management GmbH | 344,853 | $43.6M | 0.53% | −97,423−22.0% | Reduced |
| State of Michigan Retirement System | 336,726 | $42.3M | 0.22% | −2,500−0.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 336,005 | $42.2M | 0.37% | −144,200−30.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 335,603 | $42.2M | 0.10% | +156,477+87.4% | Added |
| Teewinot Capital Advisers, L.L.C. | 330,630 | $41.6M | 4.24% | −278,624−45.7% | Reduced |
| MetLife Investment Management | 329,959 | $41.5M | 0.23% | +4,394+1.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 327,295 | $41.1M | 2.36% | +2,819+0.9% | Added |
| Public Sector Pension Investment Board | 321,849 | $40.5M | 0.17% | +104,453+48.0% | Added |
| Nearwater Capital Markets, Ltd | 321,773 | $40.5M | 1.15% | +321,773 | New |
| Comerica Bank | 317,150 | $39.9M | 0.16% | −22,658−6.7% | Reduced |
| Vontobel Holding Ltd. | 314,587 | $39.5M | 0.14% | −42,067−11.8% | Reduced |
| Chilton Capital Management LLC | 313,767 | $39.4M | 1.66% | +680+0.2% | Added |
| Janney Montgomery Scott LLC | 313,525 | $39.4M | 0.11% | −3,714−1.2% | Reduced |
| Forsta Ap-Fonden | 313,163 | $39.4M | 0.28% | +23,300+8.0% | Added |
| GW&K Investment Management, LLC | 311,558 | $39.2M | 0.33% | −7,250−2.3% | Reduced |
| Oppenheimer Asset Management Inc. | 306,137 | $38.5M | 0.47% | −47,121−13.3% | Reduced |