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, Q1 2025
Institutional positions in Morgan Stanley as of Mar 31, 2025. 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
- 2,104
- +17 vs. Q4 2024
- Shares held
- 1.37B
- +11.7M (+0.9%) vs. Q4 2024
- Total value
- $159.1B
- −$10.9B (−6.4%) vs. Q4 2024
- New holders
- 172
- 889 more added
- Sold out
- 155
- 756 more reduced
31 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $218.1B |
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $44.0B | 100.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 117,769,345 | $13.7B | 0.25% | +7,636,547+6.9% | Added |
| State Street Corp | 107,146,233 | $12.5B | 0.52% | −4,134,346−3.7% | Reduced |
| BlackRock, Inc. | 96,238,352 | $11.2B | 0.24% | +1,152,027+1.2% | Added |
| JPMorgan Chase & Co | 38,579,764 | $4.50B | 0.34% | −2,449,692−6.0% | Reduced |
| Capital International Investors | 26,984,106 | $3.15B | 0.62% | −3,000,514−10.0% | Reduced |
| Geode Capital Management, LLC | 26,662,389 | $3.10B | 0.24% | +817,636+3.2% | Added |
| FMR LLC | 23,528,395 | $2.75B | 0.18% | −2,033,165−8.0% | Reduced |
| Fisher Asset Management, LLC | 23,296,036 | $2.72B | 1.18% | +462,099+2.0% | Added |
| Bank of America Corp | 21,108,539 | $2.46B | 0.22% | +2,298,251+12.2% | Added |
| Capital Research Global Investors | 19,962,428 | $2.33B | 0.51% | −1,832,445−8.4% | Reduced |
| Wellington Management Group LLP | 19,305,043 | $2.25B | 0.43% | −1,590,941−7.6% | Reduced |
| Goldman Sachs Group Inc | 16,577,516 | $1.93B | 0.37% | +2,610,122+18.7% | Added |
| Massachusetts Financial Services Co | 16,306,104 | $1.90B | 0.63% | −573,402−3.4% | Reduced |
| Norges Bank | 15,315,459 | $1.79B | 0.25% | +121,378+0.8% | Added |
| Northern Trust Corp | 13,807,153 | $1.61B | 0.24% | +403,956+3.0% | Added |
| Ameriprise Financial Inc | 13,063,819 | $1.52B | 0.41% | +219,729+1.7% | Added |
| UBS Group AG | 12,126,722 | $1.41B | 0.31% | +1,159,371+10.6% | Added |
| Price T Rowe Associates Inc | 11,320,148 | $1.32B | 0.16% | −2,792,360−19.8% | Reduced |
| Charles Schwab Investment Management Inc | 10,951,700 | $1.28B | 0.24% | −67,994−0.6% | Reduced |
| UBS Asset Management Americas Inc | 9,652,910 | $1.13B | 0.29% | +442,617+4.8% | Added |
| Royal Bank of Canada | 9,387,904 | $1.10B | 0.25% | +703,288+8.1% | Added |
| Invesco Ltd. | 8,959,754 | $1.05B | 0.20% | +65,845+0.7% | Added |
| Legal & General Group Plc | 8,211,563 | $958.0M | 0.26% | +171,399+2.1% | Added |
| Franklin Resources Inc | 8,146,933 | $950.5M | 0.28% | +428,424+5.6% | Added |
| Dimensional Fund Advisors LP | 8,037,341 | $937.6M | 0.23% | +52,938+0.7% | Added |
| Bank of New York Mellon Corp | 7,670,822 | $895.0M | 0.18% | −66,029−0.9% | Reduced |
| Schroder Investment Management Group | 7,580,656 | $884.4M | 0.89% | +298,500+4.1% | Added |
| Manufacturers Life Insurance Company, The | 6,981,382 | $814.5M | 0.77% | −183,456−2.6% | Reduced |
| Nuveen, LLC | 6,578,439 | $767.5M | 0.24% | +6,578,439 | New |
| Morgan Stanley | 6,150,965 | $717.6M | 0.05% | +70,586+1.2% | Added |
| Barclays PLC | 6,010,844 | $701.3M | 0.32% | +3,493,033+138.7% | Added |
| Capital World Investors | 5,619,396 | $655.6M | 0.11% | −36,003−0.6% | Reduced |
| Bank of Montreal | 5,586,572 | $651.8M | 0.35% | −130,521−2.3% | Reduced |
| Alphinity Investment Management Pty Ltd | 5,348,473 | $624.0M | 4.23% | −621,017−10.4% | Reduced |
| Janus Henderson Group PLC | 5,039,574 | $581.2M | 0.32% | −434,669−7.9% | Reduced |
| Amundi | 5,200,064 | $567.8M | 0.21% | +925,713+21.7% | Added |
| Deutsche Bank AG | 4,409,339 | $514.4M | 0.20% | −460,920−9.5% | Reduced |
| Millennium Management LLC | 4,209,583 | $491.1M | 0.48% | +521,943+14.2% | Added |
| Wells Fargo & Company | 4,130,284 | $481.9M | 0.12% | −250,479−5.7% | Reduced |
| Principal Financial Group Inc | 4,069,267 | $474.8M | 0.27% | −167,918−4.0% | Reduced |
| Boston Partners | 3,855,298 | $448.6M | 0.54% | −105,680−2.7% | Reduced |
| Voya Investment Management LLC | 3,792,336 | $442.5M | 0.49% | −458,056−10.8% | Reduced |
| HSBC Holdings PLC | 3,677,935 | $427.5M | 0.29% | +217,427+6.3% | Added |
| Axiom Investors LLC | 3,111,979 | $363.1M | 3.48% | +1,555,015+99.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,990,922 | $349.0M | 0.25% | +185,846+6.6% | Added |
| Envestnet Asset Management Inc | 2,946,684 | $343.8M | 0.11% | +466,012+18.8% | Added |
| California Public Employees Retirement System | 2,708,489 | $316.0M | 0.22% | +335,927+14.2% | Added |
| Citigroup Inc | 2,686,631 | $313.4M | 0.24% | +703,634+35.5% | Added |
| Alliancebernstein L.P. | 2,624,999 | $306.3M | 0.11% | −264,323−9.1% | Reduced |
| Raymond James Financial Inc | 2,448,443 | $285.7M | 0.11% | −129,651−5.0% | Reduced |
| Ensign Peak Advisors, Inc | 2,436,506 | $284.3M | 0.54% | −2,860−0.1% | Reduced |
| National Pension Service | 2,399,984 | $280.0M | 0.27% | +86,056+3.7% | Added |
| BNP Paribas Arbitrage, SA | 2,324,788 | $271.2M | 0.21% | +231,496+11.1% | Added |
| Rhumbline Advisers | 2,312,815 | $269.8M | 0.25% | −58,041−2.4% | Reduced |
| Canada Pension Plan Investment Board | 2,255,350 | $263.1M | 0.26% | +663,454+41.7% | Added |
| The PNC Financial Services Group, Inc. | 2,251,634 | $262.7M | 0.14% | +3,183+0.1% | Added |
| Federated Hermes, Inc. | 2,204,743 | $257.2M | 0.55% | +634,795+40.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,153,343 | $251.2M | 0.23% | +228,039+11.8% | Added |
| Allianz Asset Management GmbH | 2,146,667 | $250.5M | 0.37% | +1,352,787+170.4% | Added |
| Fayez Sarofim & Co | 2,030,443 | $236.9M | 0.59% | −208,271−9.3% | Reduced |
| Neuberger Berman Group LLC | 2,005,663 | $234.0M | 0.20% | −156,477−7.2% | Reduced |
| LPL Financial LLC | 1,929,977 | $225.2M | 0.09% | +50,362+2.7% | Added |
| American Century Companies Inc | 1,927,525 | $224.9M | 0.14% | −404,435−17.3% | Reduced |
| Public Employees Retirement Association of Colorado | 1,879,134 | $219.2M | 0.94% | +98,389+5.5% | Added |
| California State Teachers Retirement System | 1,861,901 | $217.2M | 0.27% | −15,191−0.8% | Reduced |
| Lord, Abbett & Co. LLC | 1,856,462 | $216.6M | 0.77% | −211,293−10.2% | Reduced |
| Citadel Advisors LLC | 1,732,734 | $202.2M | 0.20% | −1,631,118−48.5% | Reduced |
| Qube Research & Technologies Ltd | 1,689,482 | $197.1M | 0.31% | +452,348+36.6% | Added |
| Cullen Capital Management LLC | 1,662,599 | $194.0M | 2.24% | −167,470−9.2% | Reduced |
| FIL Ltd | 1,630,223 | $190.2M | 0.18% | −608,193−27.2% | Reduced |
| Stifel Financial Corp | 1,619,221 | $188.9M | 0.20% | +17,090+1.1% | Added |
| Prudential Financial Inc | 1,613,019 | $188.2M | 0.27% | +122,461+8.2% | Added |
| New York State Common Retirement Fund | 1,524,203 | $177.8M | 0.26% | −104,100−6.4% | Reduced |
| Hamlin Capital Management, LLC | 1,515,280 | $176.8M | 4.23% | +24,610+1.7% | Added |
| Fifth Third Bancorp | 1,514,441 | $176.7M | 0.67% | +8,104+0.5% | Added |
| Bessemer Group Inc | 1,469,593 | $171.5M | 0.31% | −62,905−4.1% | Reduced |
| Macquarie Group Ltd | 1,392,351 | $162.4M | 0.20% | −70,366−4.8% | Reduced |
| HighTower Advisors, LLC | 1,393,541 | $159.9M | 0.22% | −19,137−1.4% | Reduced |
| Mackenzie Financial Corp | 1,362,411 | $159.0M | 0.23% | +505,642+59.0% | Added |
| Focused Investors LLC | 1,277,000 | $149.0M | 4.79% | −34,800−2.7% | Reduced |
| CI Private Wealth, LLC | 1,257,838 | $146.2M | 0.24% | −23,164−1.8% | Reduced |
| Evercore Wealth Management, LLC | 1,241,998 | $144.9M | 2.33% | −32,424−2.5% | Reduced |
| Great West Life Assurance Co | 1,233,556 | $144.2M | 0.25% | +13,953+1.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,203,945 | $140.5M | 0.28% | +175,142+17.0% | Added |
| Rokos Capital Management LLP | 1,190,229 | $138.8M | 3.77% | +377,032+46.4% | Added |
| Commerce Bank | 1,187,931 | $138.6M | 0.88% | +39,365+3.4% | Added |
| National Bank of Canada | 1,171,928 | $136.7M | 0.16% | +650,450+124.7% | Added |
| Primecap Management Co | 1,150,145 | $134.2M | 0.11% | −29,450−2.5% | Reduced |
| New York State Teachers Retirement System | 1,144,625 | $133.5M | 0.31% | −29,586−2.5% | Reduced |
| State Board of Administration of Florida Retirement System | 1,120,989 | $130.8M | 0.26% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 1,078,434 | $125.8M | 0.23% | −69,650−6.1% | Reduced |
| Menora Mivtachim Holdings Ltd. | 1,068,227 | $124.6M | 0.81% | −464,750−30.3% | Reduced |
| Natixis Advisors, L.P. | 1,060,619 | $123.7M | 0.23% | −127,165−10.7% | Reduced |
| Korea Investment CORP | 1,047,035 | $122.2M | 0.30% | +89,607+9.4% | Added |
| Standard Life Aberdeen plc | 1,058,357 | $121.6M | 0.24% | −474,214−30.9% | Reduced |
| Brandywine Global Investment Management, LLC | 976,001 | $113.9M | 0.82% | +109,686+12.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 969,920 | $113.2M | 0.22% | −4,727−0.5% | Reduced |
| Clark Capital Management Group, Inc. | 957,818 | $111.7M | 0.80% | +22,892+2.4% | Added |
| Robeco Institutional Asset Management B.V. | 956,286 | $111.6M | 0.22% | +331,314+53.0% | Added |