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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 300,015 | $38.4M | 0.07% | +11,710+4.1% | Added |
| MML Investors Services, LLC | 299,453 | $37.6M | 0.13% | +10,045+3.5% | Added |
| Gradient Investments LLC | 298,807 | $37.6M | 0.76% | −32,504−9.8% | Reduced |
| Corebridge Financial, Inc. | 294,400 | $37.0M | 0.20% | −46,217−13.6% | Reduced |
| Baird Financial Group, Inc. | 290,438 | $36.5M | 0.07% | −1,727−0.6% | Reduced |
| Conning Inc. | 290,356 | $36.5M | 1.28% | −85,303−22.7% | Reduced |
| Fort Washington Investment Advisors Inc | 289,779 | $36.4M | 0.22% | +285,496+6,665.8% | Added |
| Banco Santander, S.A. | 288,172 | $36.2M | 0.44% | +197,281+217.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 287,763 | $36.2M | 0.84% | +2,243+0.8% | Added |
| Toronto Dominion Bank | 281,377 | $35.4M | 0.07% | −68,283−19.5% | Reduced |
| Matrix Asset Advisors Inc | 280,424 | $35.3M | 3.85% | −21,203−7.0% | Reduced |
| AXA S.A. | 279,892 | $35.2M | 0.11% | −91,800−24.7% | Reduced |
| Blue Chip Partners, Inc. | 279,108 | $35.1M | 3.02% | −6,513−2.3% | Reduced |
| Chilton Investment Co LLC | 272,447 | $34.3M | 0.88% | +14,390+5.6% | Added |
| Lazard Asset Management LLC | 271,692 | $34.2M | 0.05% | +159,388+141.9% | Added |
| Czech National Bank | 268,965 | $33.8M | 0.31% | +15,192+6.0% | Added |
| Mn Services Vermogensbeheer B.V. | 268,800 | $33.8M | 0.23% | +2,200+0.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 267,971 | $33.7M | 0.15% | −239,886−47.2% | Reduced |
| Acadian Asset Management LLC | 266,581 | $33.5M | 0.10% | +108,561+68.7% | Added |
| Maple Capital Management, Inc. | 265,879 | $33.4M | 2.46% | +830.0% | Added |
| ProShare Advisors LLC | 265,823 | $33.4M | 0.08% | +26,383+11.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 263,767 | $33.2M | 0.21% | −7,422−2.7% | Reduced |
| TD Waterhouse Canada Inc. | 260,741 | $32.8M | 0.26% | +38,348+17.2% | Added |
| Heritage Investors Management Corp | 257,717 | $32.4M | 1.05% | −3,429−1.3% | Reduced |
| QRG Capital Management, Inc. | 254,124 | $31.9M | 0.33% | +10,009+4.1% | Added |
| Annex Advisory Services, LLC | 252,714 | $31.8M | 0.96% | −8,405−3.2% | Reduced |
| Groupama Asset Managment | 251,398 | $31.6M | 0.65% | +170,811+212.0% | Added |
| Gabelli Funds LLC | 251,279 | $31.6M | 0.24% | −7,207−2.8% | Reduced |
| Keybank National Association | 249,848 | $31.4M | 0.12% | −1,005−0.4% | Reduced |
| Los Angeles Capital Management LLC | 248,870 | $31.3M | 0.13% | +99,570+66.7% | Added |
| Rockefeller Capital Management L.P. | 246,325 | $30.9M | 0.08% | −120,697−32.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 244,816 | $30.8M | 1.89% | +33,336+15.8% | Added |
| Teacher Retirement System of Texas | 244,540 | $30.7M | 0.11% | −14,894−5.7% | Reduced |
| Weiss Asset Management LP | 244,045 | $30.7M | 0.70% | +244,045 | New |
| Creative Planning | 241,349 | $30.3M | 0.03% | +21,235+9.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 240,256 | $30.2M | 0.06% | +317+0.1% | Added |
| Kovitz Investment Group Partners, LLC | 240,060 | $30.2M | 0.15% | −622−0.3% | Reduced |
| Bank of Nova Scotia | 239,841 | $30.2M | 0.05% | −162,272−40.4% | Reduced |
| Balyasny Asset Management LLC | 239,276 | $30.1M | 0.07% | +156,454+188.9% | Added |
| Beacon Investment Advisory Services, Inc. | 238,938 | $30.0M | 1.30% | +5,436+2.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 238,484 | $30.0M | 0.26% | +50,000+26.5% | Added |
| Amalgamated Bank | 234,340 | $29.5M | 0.24% | −6,918−2.9% | Reduced |
| British Columbia Investment Management Corp | 232,352 | $29.2M | 0.17% | +28,967+14.2% | Added |
| Abner Herrman & Brock LLC | 230,246 | $28.9M | 3.60% | −887−0.4% | Reduced |
| Capital Group Private Client Services, Inc. | 228,670 | $28.7M | 0.26% | −3,260−1.4% | Reduced |
| Crossmark Global Holdings, Inc. | 228,310 | $28.7M | 0.52% | −33,720−12.9% | Reduced |
| IFM Investors Pty Ltd | 227,449 | $28.6M | 0.29% | −20,982−8.4% | Reduced |
| CIBC Asset Management Inc | 226,353 | $28.5M | 0.09% | +5,157+2.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 224,900 | $28.3M | 0.06% | −1,372,900−85.9% | Reduced |
| Hosking Partners LLP | 223,799 | $28.1M | 1.10% | −110,901−33.1% | Reduced |
| Cerity Partners LLC | 235,340 | $28.1M | 0.06% | −12,337−5.0% | Reduced |
| Bollard Group LLC | 217,907 | $27.4M | 0.76% | −44,105−16.8% | Reduced |
| Adams Diversified Equity Fund, Inc. | 215,269 | $27.1M | 1.02% | −15,800−6.8% | Reduced |
| Bailard, Inc. | 214,107 | $26.9M | 0.69% | +2,240+1.1% | Added |
| AMF Pensionsforsakring AB | 212,235 | $26.7M | 0.19% | −44,125−17.2% | Reduced |
| Agf Management Ltd | 210,363 | $26.4M | 0.13% | −70,684−25.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 210,248 | $26.4M | 1.90% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 208,973 | $26.3M | 1.96% | −13,545−6.1% | Reduced |
| NFJ Investment Group, LLC | 208,402 | $26.2M | 0.84% | −43,456−17.3% | Reduced |
| Camden Capital, LLC | 203,121 | $25.5M | 2.77% | +652+0.3% | Added |
| Varma Mutual Pension Insurance Co | 202,712 | $25.5M | 0.19% | −79,900−28.3% | Reduced |
| USS Investment Management Ltd | 202,126 | $25.4M | 0.18% | −7,931−3.8% | Reduced |
| AQR Capital Management LLC | 200,232 | $25.2M | 0.03% | −67,570−25.2% | Reduced |
| Ossiam | 200,107 | $25.2M | 0.43% | −918,192−82.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 198,692 | $25.0M | 4.12% | −1,234−0.6% | Reduced |
| Connors Investor Services Inc | 197,844 | $24.9M | 2.33% | −47,320−19.3% | Reduced |
| LVM Capital Management Ltd | 196,009 | $24.6M | 2.65% | −828−0.4% | Reduced |
| CIBC World Markets Corp | 194,480 | $24.5M | 0.14% | −45,284−18.9% | Reduced |
| Utah Retirement Systems | 192,568 | $24.2M | 0.27% | +600+0.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 192,029 | $24.1M | 0.25% | +52,951+38.1% | Added |
| Harvest Portfolios Group Inc. | 191,723 | $24.1M | 0.80% | −48,504−20.2% | Reduced |
| Cetera Investment Advisers | 191,487 | $24.1M | 0.05% | +19,195+11.1% | Added |
| Aptus Capital Advisors, LLC | 190,347 | $23.9M | 0.28% | +40,036+26.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 189,333 | $23.8M | 0.24% | −21,700−10.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 188,215 | $23.7M | 0.20% | −25,013−11.7% | Reduced |
| Bridger Management, LLC | 187,714 | $23.6M | 12.68% | 00.0% | Unchanged |
| Umb Bank N A | 187,301 | $23.5M | 0.37% | −8,456−4.3% | Reduced |
| Assetmark, Inc | 187,154 | $23.5M | 0.06% | −61,129−24.6% | Reduced |
| Sanctuary Advisors, LLC | 165,374 | $23.1M | 0.15% | −6,740−3.9% | Reduced |
| New York Life Investment Management LLC | 183,990 | $23.1M | 0.23% | −608−0.3% | Reduced |
| Edge Capital Group, LLC | 183,748 | $23.1M | 1.03% | −45,914−20.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 183,590 | $23.1M | 0.33% | −259,697−58.6% | Reduced |
| Payden & Rygel | 183,500 | $23.1M | 1.99% | +52,000+39.5% | Added |
| Diamond Hill Capital Management Inc | 181,422 | $22.8M | 0.10% | −20,830−10.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 181,202 | $22.8M | 0.68% | −547−0.3% | Reduced |
| RMB Capital Management, LLC | 180,333 | $22.7M | 0.52% | +7,289+4.2% | Added |
| Xponance, Inc. | 179,420 | $22.6M | 0.21% | +2,463+1.4% | Added |
| Colony Group, LLC | 177,219 | $22.3M | 0.06% | +102,451+137.0% | Added |
| TCG Advisory Services, LLC | 176,525 | $22.2M | 0.93% | +3,311+1.9% | Added |
| Advisor Group Holdings, Inc. | 199,911 | $21.9M | 0.05% | +40,865+25.7% | Added |
| Copeland Capital Management, LLC | 171,203 | $21.5M | 0.40% | −26,883−13.6% | Reduced |
| Mutual of America Capital Management LLC | 171,202 | $21.5M | 0.23% | −5,977−3.4% | Reduced |
| Pathstone Holdings, LLC | 170,995 | $21.5M | 0.10% | +2,152+1.3% | Added |
| Yousif Capital Management, LLC | 170,795 | $21.5M | 0.24% | −5,352−3.0% | Reduced |
| Peapack Gladstone Financial Corp | 170,657 | $21.5M | 0.31% | −2,745−1.6% | Reduced |
| Capital International Inc | 169,428 | $21.3M | 0.25% | +33,746+24.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 169,293 | $21.3M | 0.21% | +169,293 | New |
| Grand Jean Capital Management Inc | 168,582 | $21.2M | 4.92% | −803−0.5% | 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 |