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; 2,746 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Nearwater Capital Markets, Ltd | 321,773 | $37.5M | 1.07% | 00.0% | Unchanged |
| Comerica Bank | 319,314 | $37.3M | 0.16% | +2,164+0.7% | Added |
| GW&K Investment Management, LLC | 311,053 | $36.3M | 0.34% | −505−0.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 301,969 | $35.2M | 1.65% | +63,031+26.4% | Added |
| Fort Washington Investment Advisors Inc | 300,302 | $35.0M | 0.22% | +10,523+3.6% | Added |
| Marshall Wace, LLP | 298,567 | $34.8M | 0.05% | −1,001,456−77.0% | Reduced |
| Baird Financial Group, Inc. | 297,657 | $34.7M | 0.07% | +7,219+2.5% | Added |
| Worldquant Millennium Advisors LLC | 295,456 | $34.5M | 0.22% | +238,803+421.5% | Added |
| Oppenheimer Asset Management Inc. | 293,866 | $34.3M | 0.43% | −12,271−4.0% | Reduced |
| Annex Advisory Services, LLC | 291,900 | $34.1M | 0.97% | +39,186+15.5% | Added |
| ProShare Advisors LLC | 291,208 | $34.0M | 0.08% | +25,385+9.5% | Added |
| Conning Inc. | 290,429 | $33.9M | 1.19% | +730.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 290,240 | $33.9M | 0.15% | +178,906+160.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 288,810 | $33.7M | 0.81% | +1,047+0.4% | Added |
| Parallax Volatility Advisers, L.P. | 285,901 | $33.4M | 1.08% | +285,898+9,529,933.3% | Added |
| Prana Capital Management, LP | 284,611 | $33.2M | 1.35% | +284,611 | New |
| Czech National Bank | 284,209 | $33.2M | 0.30% | +15,244+5.7% | Added |
| Corebridge Financial, Inc. | 283,810 | $33.1M | 0.19% | −10,590−3.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 284,057 | $33.1M | 0.33% | +135,374+91.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 282,975 | $33.0M | 0.19% | +19,208+7.3% | Added |
| D. E. Shaw & Co., Inc. | 282,932 | $33.0M | 0.04% | −1,305,187−82.2% | Reduced |
| Forsta Ap-Fonden | 281,963 | $32.9M | 0.25% | −31,200−10.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 281,171 | $32.9M | 0.16% | +13,200+4.9% | Added |
| Blue Chip Partners, Inc. | 277,234 | $32.3M | 2.79% | −1,874−0.7% | Reduced |
| Creative Planning | 270,543 | $31.6M | 0.03% | +29,194+12.1% | Added |
| Groupama Asset Managment | 273,594 | $31.6M | 0.63% | +22,196+8.8% | Added |
| AXA S.A. | 263,004 | $30.7M | 0.10% | −16,888−6.0% | Reduced |
| QRG Capital Management, Inc. | 262,556 | $30.6M | 0.32% | +8,432+3.3% | Added |
| Nomura Holdings Inc | 262,389 | $30.6M | 0.16% | +200,663+325.1% | Added |
| Chilton Investment Co LLC | 260,352 | $30.4M | 0.74% | −12,095−4.4% | Reduced |
| Matrix Asset Advisors Inc | 260,351 | $30.4M | 3.35% | −20,073−7.2% | Reduced |
| CIBC Private Wealth Group, LLC | 295,433 | $29.6M | 0.06% | −4,582−1.5% | Reduced |
| AQR Capital Management LLC | 259,583 | $29.5M | 0.03% | +59,351+29.6% | Added |
| Natixis | 256,571 | $29.5M | 0.17% | +256,571 | New |
| Heritage Investors Management Corp | 252,016 | $29.4M | 1.01% | −5,701−2.2% | Reduced |
| Maple Capital Management, Inc. | 248,891 | $29.0M | 2.24% | −16,988−6.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 247,952 | $28.9M | 0.03% | +218,960+755.2% | Added |
| Moody Lynn & Lieberson, LLC | 246,774 | $28.8M | 1.85% | +1,958+0.8% | Added |
| Keybank National Association | 246,435 | $28.8M | 0.12% | −3,413−1.4% | Reduced |
| Gabelli Funds LLC | 244,469 | $28.5M | 0.22% | −6,810−2.7% | Reduced |
| TD Waterhouse Canada Inc. | 245,767 | $28.4M | 0.23% | −14,974−5.7% | Reduced |
| Quantinno Capital Management LP | 241,357 | $28.2M | 0.18% | +112,808+87.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 239,652 | $28.0M | 0.06% | +14,752+6.6% | Added |
| Kovitz Investment Group Partners, LLC | 239,375 | $27.9M | 0.14% | −685−0.3% | Reduced |
| Acadian Asset Management LLC | 238,108 | $27.8M | 0.08% | −28,473−10.7% | Reduced |
| Amalgamated Bank | 237,028 | $27.7M | 0.24% | +2,688+1.1% | Added |
| Mn Services Vermogensbeheer B.V. | 233,500 | $27.2M | 0.21% | −35,300−13.1% | Reduced |
| Crossmark Global Holdings, Inc. | 231,371 | $27.0M | 0.48% | +3,061+1.3% | Added |
| British Columbia Investment Management Corp | 231,075 | $27.0M | 0.17% | −1,277−0.5% | Reduced |
| Foundations Investment Advisors, LLC | 230,348 | $26.9M | 0.50% | +158,403+220.2% | Added |
| Cerity Partners LLC | 230,309 | $26.9M | 0.06% | −5,031−2.1% | Reduced |
| Boston Common Asset Management, LLC | 228,372 | $26.6M | 0.81% | +85,985+60.4% | Added |
| IFM Investors Pty Ltd | 226,337 | $26.4M | 0.29% | −1,112−0.5% | Reduced |
| Kodai Capital Management LP | 223,497 | $26.1M | 1.03% | +223,497 | New |
| CIBC Asset Management Inc | 221,645 | $25.9M | 0.09% | −4,708−2.1% | Reduced |
| Aptus Capital Advisors, LLC | 220,964 | $25.8M | 0.29% | +30,617+16.1% | Added |
| Abner Herrman & Brock LLC | 220,085 | $25.7M | 3.28% | −10,161−4.4% | Reduced |
| Bollard Group LLC | 219,340 | $25.6M | 0.67% | +1,433+0.7% | Added |
| Connors Investor Services Inc | 217,763 | $25.4M | 2.52% | +19,919+10.1% | Added |
| Bailard, Inc. | 214,325 | $25.0M | 0.65% | +218+0.1% | Added |
| AMF Pensionsforsakring AB | 212,235 | $24.8M | 0.18% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 210,248 | $24.5M | 1.82% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 205,299 | $24.0M | 0.19% | +17,084+9.1% | Added |
| Cetera Investment Advisers | 207,224 | $23.8M | 0.05% | +15,737+8.2% | Added |
| Nexus Investment Management ULC | 141,701 | $23.8M | 2.69% | +9,674+7.3% | Added |
| Camden Capital, LLC | 203,196 | $23.7M | 2.49% | +750.0% | Added |
| Hallmark Capital Management Inc | 202,446 | $23.6M | 1.79% | −6,527−3.1% | Reduced |
| USS Investment Management Ltd | 202,080 | $23.6M | 0.18% | −460.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 198,321 | $23.1M | 4.00% | −371−0.2% | Reduced |
| Trexquant Investment LP | 197,791 | $23.1M | 0.27% | +197,791 | New |
| Squarepoint Ops LLC | 197,516 | $23.0M | 0.06% | −928,655−82.5% | Reduced |
| LVM Capital Management Ltd | 197,173 | $23.0M | 2.56% | +1,164+0.6% | Added |
| Peapack Gladstone Financial Corp | 196,521 | $22.9M | 0.34% | +25,864+15.2% | Added |
| Hosking Partners LLP | 193,238 | $22.5M | 0.95% | −30,561−13.7% | Reduced |
| Harvest Portfolios Group Inc. | 189,954 | $22.2M | 0.65% | −1,769−0.9% | Reduced |
| Utah Retirement Systems | 189,872 | $22.2M | 0.26% | −2,696−1.4% | Reduced |
| Payden & Rygel | 189,000 | $22.1M | 1.89% | +5,500+3.0% | Added |
| Sequoia Financial Advisors, LLC | 187,793 | $21.9M | 0.17% | +127,645+212.2% | Added |
| Bridger Management, LLC | 187,714 | $21.9M | 10.89% | 00.0% | Unchanged |
| First Manhattan Co | 185,651 | $21.7M | 0.06% | +136,507+277.8% | Added |
| Pacific Heights Asset Management LLC | 185,000 | $21.6M | 1.47% | −275,000−59.8% | Reduced |
| Varma Mutual Pension Insurance Co | 184,012 | $21.5M | 0.18% | −18,700−9.2% | Reduced |
| New York Life Investment Management LLC | 182,762 | $21.3M | 0.22% | −1,228−0.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 182,388 | $21.3M | 0.64% | +1,186+0.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 182,358 | $21.3M | 0.30% | −1,232−0.7% | Reduced |
| Diamond Hill Capital Management Inc | 181,422 | $21.2M | 0.10% | 00.0% | Unchanged |
| Umb Bank N A | 179,565 | $20.9M | 0.35% | −7,736−4.1% | Reduced |
| Capital Group Private Client Services, Inc. | 179,413 | $20.9M | 0.20% | −49,257−21.5% | Reduced |
| Xponance, Inc. | 178,932 | $20.9M | 0.20% | −488−0.3% | Reduced |
| Daiwa Securities Group Inc. | 177,306 | $20.7M | 0.09% | +12,847+7.8% | Added |
| Pathstone Holdings, LLC | 177,199 | $20.7M | 0.09% | +6,204+3.6% | Added |
| ASR Vermogensbeheer N.V. | 176,985 | $20.6M | 0.31% | +176,985 | New |
| TCG Advisory Services, LLC | 175,651 | $20.5M | 0.83% | −874−0.5% | Reduced |
| NFJ Investment Group, LLC | 174,497 | $20.4M | 0.68% | −33,905−16.3% | Reduced |
| Mercer Global Advisors Inc | 173,855 | $20.3M | 0.05% | +8,274+5.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 171,219 | $20.0M | 0.04% | −69,037−28.7% | Reduced |
| Colony Group, LLC | 170,350 | $19.9M | 0.05% | −6,869−3.9% | Reduced |
| Yousif Capital Management, LLC | 169,627 | $19.8M | 0.23% | −1,168−0.7% | Reduced |
| Captrust Financial Advisors | 168,883 | $19.7M | 0.05% | +10,584+6.7% | Added |
| Copeland Capital Management, LLC | 167,768 | $19.6M | 0.39% | −3,435−2.0% | Reduced |