Morgan StanleyMS
13F holders, Q1 2024 (March 31)1,798holders
11famous investors
$94.06avg. 13F price*
At the end of Q1 2024, 1,798 institutions reported holding Morgan Stanley (MS) in their 13F filings. The largest holders were Mitsubishi Ufj Financial Group Inc. ($35.5B), State Street Corp. ($10.5B) and Vanguard Group Inc. ($10.2B). 11 famous investors held it, including Ken Fisher (0.9% of Fisher Asset Management's portfolio), Mario Gabelli (0.2% of GAMCO Investors's portfolio) and David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio).
- Company
- Morgan Stanley
- Sector
- Finance
- CUSIP
- 617446448
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 134 | $395.5M |
| Exits | 105 | $264.2M |
Ownership 1,798 holders
| Mitsubishi Ufj Financial Group Inc. | 100.00% | No change | 377,085,167 | $35.5B |
| State Street Corp. | 0.47% | Reduce -2.1% | 111,569,678 | $10.5B |
| Vanguard Group Inc. | 0.20% | Reduce -0.6% | 108,436,118 | $10.2B |
| BlackRock Inc. | 0.20% | Reduce -1.4% | 89,219,481 | $8.4B |
| JPMorgan Chase & Co. | 0.42% | Reduce -16.1% | 50,279,626 | $4.7B |
| Wellington Management Group LLP | 0.72% | Add +11.6% | 42,901,669 | $4.0B |
| Capital International Investors | 0.54% | Add +16.3% | 28,481,070 | $2.7B |
| Geode Capital Management, LLC | 0.21% | Add +2.9% | 24,542,538 | $2.3B |
| Bank of America Corp. | 0.21% | Add +8.4% | 22,733,156 | $2.1B |
| Fisher Asset Management | 0.91% | Add +2.7% | 20,783,077 | $2.0B |
| Massachusetts Financial Services Co. | 0.56% | Reduce -1.8% | 19,828,106 | $1.9B |
| FMR LLC | 0.11% | Add +0.1% | 17,261,343 | $1.6B |
| Ameriprise Financial Inc. | 0.35% | Reduce -13.3% | 13,296,699 | $1.3B |
| Norges Bank | 0.20% | Add +29.1% | 13,266,855 | $1.2B |
| T. Rowe Price Associates Inc. | 0.15% | Reduce -4.3% | 12,891,605 | $1.2B |
| Bank of New York Mellon Corp | 0.23% | Reduce -14.9% | 12,572,023 | $1.2B |
| Northern Trust Corp. | 0.19% | Reduce -4.1% | 11,812,018 | $1.1B |
| Invesco Ltd. | 0.23% | Add +6.4% | 11,470,143 | $1.1B |
| Charles Schwab Investment Management Inc. | 0.23% | Add +23.3% | 10,873,418 | $1.0B |
| Capital Research Global Investors | 0.22% | Reduce -39.8% | 10,317,997 | $971.5M |
| Goldman Sachs Group Inc. | 0.20% | Reduce -11.5% | 9,874,450 | $929.8M |
| Manufacturers Life Insurance Company, The | 0.83% | Add +5.0% | 9,515,820 | $896.0M |
| UBS Group AG | 0.27% | Add +21.2% | 8,772,018 | $826.0M |
| Barclays PLC | 0.37% | Add +31.2% | 8,718,762 | $821.0M |
| Dimensional Fund Advisors LP | 0.22% | Reduce -1.1% | 8,591,476 | $809.0M |
| Legal & General Group Plc | 0.23% | Reduce -0.9% | 8,320,355 | $783.4M |
| Boston Partners | 0.80% | Add +0.8% | 7,151,492 | $673.0M |
| Janus Henderson Group PLC | 0.35% | Reduce -0.7% | 6,908,721 | $650.5M |
| Bank of Montreal | 0.20% | Add +1.0% | 6,643,561 | $621.4M |
| Franklin Resources Inc. | 0.20% | Reduce -22.6% | 6,521,133 | $614.0M |
| Morgan Stanley | 0.05% | Add +2.5% | 5,977,230 | $562.8M |
| Nuveen Asset Management, LLC | 0.17% | Reduce -24.8% | 5,960,411 | $561.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.20% | Reduce -0.8% | 5,952,840 | $560.5M |
| Ontario Teachers Pension Plan Board | 5.10% | Add +5.8% | 5,816,843 | $547.7M |
| Capital World Investors | 0.09% | Reduce -22.2% | 5,609,164 | $528.2M |
| Amundi | 0.22% | Add +5.4% | 5,717,550 | $521.9M |
| T. Rowe Price Investment Management, Inc. | 0.30% | Add +62.9% | 5,215,415 | $491.1M |
| Principal Financial Group Inc. | 0.26% | Reduce -6.1% | 4,669,089 | $439.6M |
| Royal Bank of Canada | 0.11% | Reduce -69.4% | 4,579,519 | $431.2M |
| Schroder Investment Management Group | 0.44% | Add +67.9% | 3,936,453 | $370.7M |
| Wells Fargo & Company | 0.10% | Reduce -19.5% | 3,906,405 | $367.8M |
| California Public Employees Retirement System | 0.24% | Reduce -9.0% | 3,591,996 | $338.2M |
| Canada Pension Plan Investment Board | 0.35% | Reduce -7.5% | 3,509,349 | $330.4M |
| HSBC Holdings PLC | 0.23% | Add +0.7% | 3,363,809 | $316.7M |
| Deutsche Bank AG | 0.14% | Add +6.8% | 3,296,794 | $310.4M |
| Voya Investment Management LLC | 0.32% | Add +446.9% | 3,040,766 | $286.3M |
| Credit Suisse AG/ | 0.27% | Reduce -1.9% | 3,023,296 | $284.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.19% | Reduce -1.2% | 2,931,728 | $276.1M |
| Alliancebernstein L.P. | 0.10% | Reduce -1.4% | 2,900,166 | $273.1M |
| Cullen Capital Management, LLC | 2.84% | Add +25.5% | 2,706,302 | $254.8M |
| Rhumbline Advisers | 0.23% | Reduce -0.9% | 2,511,141 | $236.4M |
| Envestnet Asset Management Inc. | 0.08% | Add +25.5% | 2,412,962 | $227.2M |
| Ensign Peak Advisors, Inc | 0.39% | Add +0.7% | 2,276,038 | $214.3M |
| PNC Financial Services Group, Inc. | 0.15% | Add +1.5% | 2,259,448 | $212.7M |
| Nordea Investment Management AB | 0.25% | Add +16.0% | 2,224,521 | $208.8M |
| National Pension Service | 0.23% | Add +1.7% | 2,055,561 | $193.6M |
| Neuberger Berman Group LLC | 0.16% | Add +53.4% | 1,998,960 | $188.2M |
| California State Teachers Retirement System | 0.24% | Reduce -0.2% | 1,984,287 | $186.8M |
| Unisphere Establishment | 1.86% | Reduce -17.6% | 1,950,000 | $183.6M |
| Lord, Abbett & Co. LLC | 0.60% | Reduce -30.4% | 1,949,578 | $183.6M |
| Corient Private Wealth LP | 0.31% | Reduce -0.5% | 1,856,553 | $174.8M |
| Citigroup Inc. | 0.17% | Add +27.7% | 1,712,317 | $161.2M |
| Raymond James & Associates | 0.11% | Add +5.1% | 1,700,118 | $160.1M |
| Focused Investors Fund L P | 5.00% | — | 1,696,200 | $159.7M |
| Focused Investors LLC | 5.00% | Reduce -5.8% | 1,696,200 | $159.7M |
| New York State Common Retirement Fund | 0.20% | Reduce -4.3% | 1,633,010 | $153.8M |
| Fifth Third Bancorp | 0.59% | Reduce -9.2% | 1,611,982 | $151.8M |
| Primecap Management Co. | 0.11% | Reduce -11.4% | 1,568,714 | $147.7M |
| Macquarie Group Ltd. | 0.16% | Add +49.8% | 1,530,120 | $144.1M |
| Stifel Financial Corp. | 0.16% | Add +9.0% | 1,525,219 | $143.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.17% | Add +15.3% | 1,523,115 | $143.4M |
| FIL Ltd | 0.14% | Reduce -8.9% | 1,506,799 | $141.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.19% | Add +21.4% | 1,469,432 | $138.4M |
| Federated Hermes, Inc. | 0.32% | Add +19.6% | 1,454,586 | $137.0M |
| Aberdeen Group plc | 0.27% | Add +4.0% | 1,440,786 | $135.7M |
| CANADA LIFE ASSURANCE Co | 0.27% | Add +6.8% | 1,420,042 | $133.8M |
| Hamlin Capital Management, LLC | 3.90% | Add +0.1% | 1,401,133 | $131.9M |
| State Board of Administration of Florida Retirement System | 0.29% | Add +11.3% | 1,421,155 | $124.8M |
| Public Employees Retirement Association of Colorado | 0.53% | Add +600.8% | 1,301,835 | $122.6M |
| Evercore Wealth Management, LLC | 1.92% | Add +1.9% | 1,298,565 | $122.3M |
| Susquehanna International Group, LLP | 0.18% | Add +1.3% | 1,280,954 | $120.6M |
| D. E. Shaw & Co. | 0.17% | Add +328.1% | 1,278,363 | $120.4M |
| New York State Teachers Retirement System | 0.25% | Reduce -3.6% | 1,264,690 | $119.1M |
| Adage Capital Partners Gp, L.L.C. | 0.22% | Add +0.1% | 1,228,834 | $115.7M |
| LPL Financial LLC | 0.06% | Add +4.5% | 1,216,881 | $114.6M |
| American Century Companies Inc. | 0.07% | Reduce -9.9% | 1,198,174 | $112.8M |
| Fayez Sarofim & Co | 0.33% | Reduce -20.6% | 1,158,776 | $109.1M |
| Tredje AP-fonden | 1.12% | Add +54.0% | 1,143,073 | $107.6M |
| Holocene Advisors, LP | 0.39% | Add +204.4% | 1,134,974 | $106.9M |
| Commerce Bank | 0.70% | Add +12.0% | 1,119,184 | $105.4M |
| Natixis Advisors, LLC | 0.23% | Reduce -2.3% | 1,079,431 | $101.6M |
| Artisan Partners Limited Partnership | 0.14% | Reduce -0.3% | 1,056,301 | $99.5M |
| Retirement Systems of Alabama | 0.38% | Reduce -0.2% | 1,049,007 | $98.8M |
| Douglas Lane & Associates, LLC | 1.38% | Reduce -0.2% | 1,038,765 | $97.8M |
| Millennium Management | 0.09% | Add +74.0% | 1,037,719 | $97.7M |
| BNP Paribas Financial Markets | 0.12% | Reduce -14.9% | 987,565 | $93.0M |
| Korea Investment CORP | 0.24% | Reduce -8.9% | 986,232 | $92.9M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Add +3.9% | 939,065 | $88.4M |
| Prudential Financial Inc. | 0.12% | Reduce -40.7% | 933,367 | $87.9M |
| Swedbank AB | 0.12% | Add +1.4% | 929,887 | $87.6M |
"% of holder's portfolio" is MS's weight in each manager's 13F, not the share of Morgan Stanley the manager owns.