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 | $218.0B |
| 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, 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 |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | 950,276 | $110.9M | 1.63% | −18,539−1.9% | Reduced |
| Nordea Investment Management AB | 908,699 | $103.6M | 0.11% | −15,825−1.7% | Reduced |
| Aviva PLC | 879,397 | $102.6M | 0.25% | +122,743+16.2% | Added |
| Retirement Systems of Alabama | 871,978 | $101.7M | 0.40% | −62,822−6.7% | Reduced |
| Russell Investments Group, Ltd. | 839,997 | $97.9M | 0.13% | −19,220−2.2% | Reduced |
| Capital Fund Management S.A. | 831,747 | $97.0M | 1.24% | +234,361+39.2% | Added |
| UniSuper Management Pty Ltd | 826,882 | $96.5M | 0.72% | +4,657+0.6% | Added |
| First Trust Advisors LP | 817,703 | $95.4M | 0.08% | +63,161+8.4% | Added |
| M&T Bank Corp | 814,633 | $95.0M | 0.35% | −34,325−4.0% | Reduced |
| Storebrand Asset Management AS | 801,836 | $93.6M | 0.30% | +11,713+1.5% | Added |
| Pictet Asset Management Holding SA | 796,375 | $92.9M | 0.10% | −57,778−6.8% | Reduced |
| Aristotle Capital Management, LLC | 795,487 | $92.8M | 0.18% | −18,000−2.2% | Reduced |
| CIBC World Markets Inc. | 786,669 | $91.8M | 0.21% | +274,845+53.7% | Added |
| Victory Capital Management Inc | 779,823 | $91.0M | 0.09% | −161,230−17.1% | Reduced |
| DnB Asset Management AS | 778,556 | $90.8M | 0.42% | −140,481−15.3% | Reduced |
| Pzena Investment Management LLC | 763,174 | $89.0M | 0.31% | +14,190+1.9% | Added |
| Mariner, LLC | 763,091 | $89.0M | 0.15% | +35,695+4.9% | Added |
| State of Wisconsin Investment Board | 758,262 | $88.5M | 0.23% | +27,694+3.8% | Added |
| Kames Capital plc | 754,880 | $87.9M | 1.28% | +65,840+9.6% | Added |
| US Bancorp | 753,401 | $87.9M | 0.12% | −7,518−1.0% | Reduced |
| Bank of Nova Scotia | 744,231 | $86.8M | 0.20% | +504,390+210.3% | Added |
| Artisan Partners Limited Partnership | 735,154 | $85.8M | 0.14% | −153,085−17.2% | Reduced |
| Swiss Life Asset Management Ltd | 727,779 | $84.9M | 0.62% | +28,981+4.1% | Added |
| Susquehanna International Group, LLP | 718,421 | $83.8M | 0.14% | −60,640−7.8% | Reduced |
| Rathbone Brothers plc | 705,313 | $82.3M | 0.40% | +52,778+8.1% | Added |
| Hudson Bay Capital Management LP | 704,153 | $82.2M | 0.52% | +704,153 | New |
| APG Asset Management N.V. | 748,771 | $80.9M | 0.25% | −41,575−5.3% | Reduced |
| DekaBank Deutsche Girozentrale | 692,784 | $78.7M | 0.15% | +105,095+17.9% | Added |
| Royal London Asset Management Ltd | 664,407 | $77.5M | 0.18% | +63,135+10.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 653,858 | $76.3M | 0.24% | −2,269−0.3% | Reduced |
| Pinebridge Investments, L.P. | 645,470 | $75.3M | 0.61% | +64,517+11.1% | Added |
| TCW Group Inc | 640,639 | $74.7M | 0.67% | −58,620−8.4% | Reduced |
| Virginia Retirement Systems Et Al | 637,400 | $74.4M | 0.55% | +637,400 | New |
| Woodley Farra Manion Portfolio Management Inc | 618,209 | $72.1M | 3.59% | −2,868−0.5% | Reduced |
| SEI Investments Co | 604,676 | $70.5M | 0.09% | +40,013+7.1% | Added |
| Nisa Investment Advisors, LLC | 603,565 | $70.4M | 0.35% | +13,218+2.2% | Added |
| Truist Financial Corp | 602,897 | $70.3M | 0.11% | −28,332−4.5% | Reduced |
| Credit Agricole S A | 599,154 | $69.9M | 0.26% | +216,994+56.8% | Added |
| Asset Management One Co.,Ltd. | 593,201 | $69.2M | 0.24% | +21,179+3.7% | Added |
| TD Asset Management Inc | 586,322 | $68.4M | 0.06% | +2,996+0.5% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 585,000 | $68.3M | 0.38% | +585,000 | New |
| Danske Bank A/S | 572,923 | $66.8M | 0.20% | −502,210−46.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 526,659 | $61.4M | 0.16% | −35,191−6.3% | Reduced |
| Nomura Asset Management Co Ltd | 525,775 | $61.3M | 0.19% | +69,853+15.3% | Added |
| Candriam Luxembourg S.C.A. | 525,199 | $61.3M | 0.38% | −182,555−25.8% | Reduced |
| Treasurer of the State of North Carolina | 525,072 | $61.3M | 0.24% | +1,995+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 520,617 | $60.7M | 0.17% | +21,063+4.2% | Added |
| Capital Advisors Inc | 503,118 | $58.7M | 1.17% | +11,332+2.3% | Added |
| KBC Group NV | 481,720 | $56.2M | 0.17% | −297,210−38.2% | Reduced |
| KLP Kapitalforvaltning AS | 479,989 | $56.0M | 0.27% | −3,600−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 475,273 | $55.5M | 0.20% | −18,103−3.7% | Reduced |
| Handelsbanken Fonder AB | 470,671 | $54.9M | 0.23% | −13,808−2.9% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 468,473 | $54.7M | 0.34% | −25,321−5.1% | Reduced |
| Commonwealth Equity Services, LLC | 466,964 | $54.5M | 0.08% | +20,336+4.6% | Added |
| Donaldson Capital Management, LLC | 462,038 | $53.9M | 2.04% | +45,091+10.8% | Added |
| Pinnacle Associates Ltd | 460,730 | $53.8M | 0.79% | +5,785+1.3% | Added |
| State of Tennessee, Treasury Department | 456,791 | $53.3M | 0.20% | −8,647−1.9% | Reduced |
| Calamos Advisors LLC | 444,987 | $51.9M | 0.25% | −70,270−13.6% | Reduced |
| Gateway Investment Advisers LLC | 443,935 | $51.8M | 0.59% | +3,573+0.8% | Added |
| Tudor Investment Corp Et Al | 441,456 | $51.5M | 0.46% | +398,639+931.0% | Added |
| MML Investors Services, LLC | 435,683 | $50.8M | 0.17% | +136,230+45.5% | Added |
| Employees Retirement System of Texas | 432,800 | $50.5M | 0.46% | −89,200−17.1% | Reduced |
| Public Sector Pension Investment Board | 430,809 | $50.3M | 0.22% | +108,960+33.9% | Added |
| Lazard Freres Gestion S.A.S. | 425,443 | $49.6M | 1.21% | −44,585−9.5% | Reduced |
| Man Group plc | 417,663 | $48.7M | 0.15% | −240,664−36.6% | Reduced |
| DJE Kapital AG | 430,301 | $48.7M | 1.44% | +272,708+173.0% | Added |
| LGT Capital Partners Ltd. | 409,142 | $47.7M | 2.12% | −96,698−19.1% | Reduced |
| Rafferty Asset Management, LLC | 407,223 | $47.5M | 0.20% | −30,435−7.0% | Reduced |
| Factory Mutual Insurance Co | 406,350 | $47.4M | 0.55% | −102,500−20.1% | Reduced |
| State of New Jersey Common Pension Fund D | 404,693 | $47.2M | 0.21% | −42,474−9.5% | Reduced |
| Clearbridge Investments, LLC | 403,828 | $47.1M | 0.04% | −96,188−19.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 395,862 | $46.1M | 0.27% | +28,125+7.6% | Added |
| Holocene Advisors, LP | 394,595 | $46.0M | 0.14% | +394,595 | New |
| STRS Ohio | 387,926 | $45.3M | 0.19% | −9,669−2.4% | Reduced |
| Todd Asset Management LLC | 386,839 | $45.1M | 1.06% | +1530.0% | Added |
| Toronto Dominion Bank | 385,283 | $45.0M | 0.11% | +103,906+36.9% | Added |
| Caisse de Depot Et Placement du Quebec | 379,786 | $44.3M | 0.09% | +309,286+438.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 375,382 | $43.8M | 0.12% | +39,779+11.9% | Added |
| Ofi Invest Asset Management | 400,231 | $43.2M | 1.14% | −130,137−24.5% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $43.1M | 2.42% | 00.0% | Unchanged |
| Sarasin & Partners LLP | 365,825 | $42.7M | 0.46% | +365,825 | New |
| Edgar Lomax Co | 365,425 | $42.6M | 2.67% | −1,285−0.4% | Reduced |
| Fiduciary Trust Co | 364,152 | $42.5M | 0.56% | +11,473+3.3% | Added |
| Banco Santander, S.A. | 361,950 | $42.2M | 0.47% | +73,778+25.6% | Added |
| Optiver Holding B.V. | 357,563 | $41.7M | 1.61% | +237,765+198.5% | Added |
| Ferguson Wellman Capital Management, Inc | 348,987 | $40.7M | 0.79% | +963+0.3% | Added |
| Chilton Capital Management LLC | 347,651 | $40.6M | 1.75% | +33,884+10.8% | Added |
| Rockefeller Capital Management L.P. | 346,425 | $40.4M | 0.10% | +100,100+40.6% | Added |
| Arizona State Retirement System | 342,266 | $39.9M | 0.25% | −9,126−2.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 339,545 | $39.6M | 0.36% | +3,540+1.1% | Added |
| Gradient Investments LLC | 336,000 | $39.2M | 0.79% | +37,193+12.4% | Added |
| State of Michigan Retirement System | 335,726 | $39.2M | 0.23% | −1,000−0.3% | Reduced |
| Janney Montgomery Scott LLC | 333,296 | $38.9M | 0.11% | +19,771+6.3% | Added |
| Lazard Asset Management LLC | 332,980 | $38.8M | 0.06% | +61,288+22.6% | Added |
| Teacher Retirement System of Texas | 330,826 | $38.6M | 0.16% | +86,286+35.3% | Added |
| Vontobel Holding Ltd. | 330,787 | $38.6M | 0.14% | +16,200+5.1% | Added |
| Agf Management Ltd | 327,978 | $38.3M | 0.20% | +117,615+55.9% | Added |
| Tredje AP-fonden | 324,713 | $37.9M | 0.35% | −504,617−60.8% | Reduced |
| MetLife Investment Management | 322,710 | $37.7M | 0.20% | −7,249−2.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 322,512 | $37.6M | 2.18% | −4,783−1.5% | Reduced |