Morgan StanleyMS
13F holders, Q2 2024 (June 30)1,827holders +29
143new positions
107sold out
11famous investors
$97.13avg. 13F price*
At the end of Q2 2024, 1,827 institutions reported holding Morgan Stanley (MS) in their 13F filings, up 29 from Q1 2024. 143 opened new positions and 107 sold out. The largest holders were Mitsubishi Ufj Financial Group Inc. ($36.6B), State Street Corp. ($10.7B) and Vanguard Group Inc. ($10.6B). 11 famous investors held it, including Ken Fisher (0.9% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.3% of Tudor Investment Corporation'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 143 | $288.3M |
| Exits | 107 | $355.6M |
All 13F filers, Q1 2024 → Q2 2024: 46,895,054 shares bought and 50,931,072 shares sold, net −4,036,018 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,827 holders
| Mitsubishi Ufj Financial Group Inc. | 100.00% | No change | 377,085,167 | $36.6B |
| State Street Corp. | 0.47% | Reduce -1.2% | 110,268,763 | $10.7B |
| Vanguard Group Inc. | 0.20% | Add +0.2% | 108,650,157 | $10.6B |
| BlackRock Inc. | 0.19% | Reduce -5.4% | 84,368,261 | $8.2B |
| JPMorgan Chase & Co. | 0.42% | Reduce -1.4% | 49,595,731 | $4.8B |
| Wellington Management Group LLP | 0.67% | Reduce -10.2% | 38,531,143 | $3.7B |
| Capital International Investors | 0.59% | Add +4.2% | 29,690,060 | $2.9B |
| Geode Capital Management, LLC | 0.21% | Add +1.8% | 24,971,096 | $2.4B |
| FMR LLC | 0.14% | Add +34.3% | 23,176,614 | $2.3B |
| Fisher Asset Management | 0.92% | Add +5.0% | 21,814,109 | $2.1B |
| Bank of America Corp. | 0.20% | Reduce -7.5% | 21,016,146 | $2.0B |
| Massachusetts Financial Services Co. | 0.58% | Reduce -1.7% | 19,490,842 | $1.9B |
| Norges Bank | 0.21% | Add +8.1% | 14,346,860 | $1.4B |
| Goldman Sachs Group Inc. | 0.26% | Add +39.1% | 13,739,561 | $1.3B |
| Ameriprise Financial Inc. | 0.34% | Reduce -2.1% | 13,015,331 | $1.3B |
| Bank of New York Mellon Corp | 0.24% | Add +2.4% | 12,875,677 | $1.3B |
| T. Rowe Price Associates Inc. | 0.15% | Reduce -2.0% | 12,632,804 | $1.2B |
| Northern Trust Corp. | 0.20% | Add +1.3% | 11,967,496 | $1.2B |
| Charles Schwab Investment Management Inc. | 0.20% | Add +0.8% | 10,956,373 | $1.1B |
| Invesco Ltd. | 0.22% | Reduce -5.8% | 10,806,492 | $1.1B |
| UBS Group AG | 0.30% | Add +13.6% | 9,963,250 | $968.3M |
| Manufacturers Life Insurance Company, The | 0.82% | Reduce -5.6% | 8,980,242 | $872.8M |
| Dimensional Fund Advisors LP | 0.22% | Add +2.8% | 8,834,372 | $858.6M |
| Capital Research Global Investors | 0.18% | Reduce -16.1% | 8,655,732 | $841.3M |
| Legal & General Group Plc | 0.23% | Reduce -1.4% | 8,203,399 | $797.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.23% | Add +35.5% | 8,068,397 | $784.2M |
| Royal Bank of Canada | 0.18% | Add +69.7% | 7,769,672 | $755.1M |
| Boston Partners | 0.87% | Add +0.0% | 7,153,515 | $697.5M |
| Janus Henderson Group PLC | 0.35% | Reduce -2.2% | 6,756,525 | $656.7M |
| Bank of Montreal | 0.18% | Reduce -7.2% | 6,163,303 | $602.9M |
| Morgan Stanley | 0.05% | Add +1.5% | 6,068,850 | $589.8M |
| Nuveen Asset Management, LLC | 0.17% | Reduce -0.8% | 5,912,713 | $574.7M |
| Capital World Investors | 0.09% | Add +0.0% | 5,609,171 | $545.2M |
| Amundi | 0.20% | Reduce -7.2% | 5,304,672 | $527.9M |
| Barclays PLC | 0.24% | Reduce -38.6% | 5,356,164 | $520.6M |
| Principal Financial Group Inc. | 0.27% | Add +0.1% | 4,675,685 | $454.4M |
| Schroder Investment Management Group | 0.50% | Add +18.6% | 4,669,837 | $453.9M |
| Franklin Resources Inc. | 0.14% | Reduce -31.3% | 4,481,328 | $435.5M |
| Deutsche Bank AG | 0.18% | Add +26.7% | 4,177,814 | $406.0M |
| Wells Fargo & Company | 0.10% | Add +6.3% | 4,152,019 | $403.5M |
| Voya Investment Management LLC | 0.44% | Add +31.1% | 3,985,049 | $387.3M |
| HSBC Holdings PLC | 0.20% | Reduce -3.0% | 3,261,248 | $316.6M |
| Alliancebernstein L.P. | 0.10% | Reduce -2.4% | 2,830,611 | $275.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.19% | Reduce -7.8% | 2,704,068 | $262.8M |
| Cullen Capital Management, LLC | 2.89% | Reduce -4.7% | 2,580,429 | $250.8M |
| Rhumbline Advisers | 0.23% | Add +0.2% | 2,516,009 | $244.5M |
| Envestnet Asset Management Inc. | 0.09% | Add +4.1% | 2,512,442 | $244.2M |
| California Public Employees Retirement System | 0.18% | Reduce -31.3% | 2,468,311 | $239.9M |
| National Bank of Canada | 0.36% | Add +282.5% | 2,345,860 | $232.6M |
| Canada Pension Plan Investment Board | 0.22% | Reduce -33.5% | 2,333,770 | $226.8M |
| PNC Financial Services Group, Inc. | 0.14% | Reduce -1.5% | 2,225,075 | $216.3M |
| Marshall Wace, LLP | 0.29% | Add +530.6% | 2,083,424 | $202.5M |
| National Pension Service | 0.23% | Add +0.9% | 2,074,513 | $201.6M |
| Ensign Peak Advisors, Inc | 0.37% | Reduce -9.3% | 2,063,707 | $200.6M |
| Fayez Sarofim & Co | 0.54% | Add +77.6% | 2,058,135 | $200.0M |
| California State Teachers Retirement System | 0.24% | Add +0.1% | 1,985,193 | $192.9M |
| Lord, Abbett & Co. LLC | 0.63% | Add +1.4% | 1,977,082 | $192.2M |
| Unisphere Establishment | 1.91% | No change | 1,950,000 | $189.5M |
| Nordea Investment Management AB | 0.22% | Reduce -14.1% | 1,910,891 | $185.2M |
| Citigroup Inc. | 0.17% | Add +7.1% | 1,833,872 | $178.2M |
| Ontario Teachers Pension Plan Board | 1.73% | Reduce -69.2% | 1,791,472 | $174.1M |
| Neuberger Berman Group LLC | 0.14% | Reduce -11.3% | 1,773,697 | $172.4M |
| Raymond James & Associates | 0.11% | Add +2.0% | 1,734,048 | $168.5M |
| Corient Private Wealth LP | 0.29% | Reduce -9.0% | 1,690,074 | $164.3M |
| Millennium Management | 0.14% | Add +61.9% | 1,680,185 | $163.3M |
| BNP Paribas Financial Markets | 0.18% | Add +67.5% | 1,654,210 | $160.8M |
| Focused Investors LLC | 5.21% | Reduce -2.7% | 1,649,700 | $160.3M |
| Macquarie Group Ltd. | 0.18% | Add +7.5% | 1,644,188 | $159.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.19% | Add +11.4% | 1,636,366 | $159.0M |
| New York State Common Retirement Fund | 0.20% | Reduce -1.9% | 1,601,607 | $155.7M |
| Stifel Financial Corp. | 0.17% | Add +1.2% | 1,542,924 | $150.0M |
| CANADA LIFE ASSURANCE Co | 0.28% | Add +8.6% | 1,541,908 | $149.9M |
| Fifth Third Bancorp | 0.56% | Reduce -5.3% | 1,526,147 | $148.3M |
| Primecap Management Co. | 0.11% | Reduce -4.0% | 1,505,901 | $146.4M |
| Prudential Financial Inc. | 0.21% | Add +57.7% | 1,472,058 | $143.1M |
| D. E. Shaw & Co. | 0.22% | Add +14.7% | 1,466,767 | $142.6M |
| Aberdeen Group plc | 0.27% | Add +1.8% | 1,466,181 | $142.5M |
| LPL Financial LLC | 0.07% | Add +15.8% | 1,408,908 | $136.9M |
| FIL Ltd | 0.13% | Reduce -7.4% | 1,395,656 | $135.6M |
| Hamlin Capital Management, LLC | 3.97% | Reduce -1.0% | 1,387,091 | $134.9M |
| Federated Hermes, Inc. | 0.32% | Reduce -5.6% | 1,372,582 | $133.4M |
| Qube Research & Technologies Ltd | 0.24% | Add +56.3% | 1,329,405 | $129.2M |
| Public Employees Retirement Association of Colorado | 0.53% | Reduce -0.3% | 1,297,437 | $126.1M |
| Evercore Wealth Management, LLC | 1.98% | Reduce -0.5% | 1,292,178 | $125.6M |
| Tredje AP-fonden | 1.14% | Add +6.5% | 1,217,673 | $118.3M |
| New York State Teachers Retirement System | 0.25% | Reduce -4.5% | 1,208,217 | $117.4M |
| Adage Capital Partners Gp, L.L.C. | 0.22% | Reduce -2.3% | 1,200,334 | $116.7M |
| State Board of Administration of Florida Retirement System | 0.22% | Reduce -17.8% | 1,167,614 | $113.5M |
| American Century Companies Inc. | 0.07% | Reduce -3.7% | 1,153,910 | $112.1M |
| Natixis Advisors, LLC | 0.24% | Add +5.3% | 1,136,587 | $110.5M |
| Artisan Partners Limited Partnership | 0.17% | Add +6.7% | 1,127,176 | $109.6M |
| Bessemer Group Inc. | 0.19% | Add +44.2% | 1,123,905 | $109.2M |
| Commerce Bank | 0.71% | Add +0.1% | 1,120,850 | $108.9M |
| Douglas Lane & Associates, LLC | 1.42% | Reduce -0.7% | 1,031,403 | $100.2M |
| Capital Fund Management S.A. | 1.13% | Add +17.1% | 1,023,881 | $99.5M |
| Retirement Systems of Alabama | 0.38% | Reduce -4.2% | 1,004,952 | $97.7M |
| Korea Investment CORP | 0.24% | Add +0.1% | 987,357 | $96.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.40% | Add +54.2% | 979,828 | $95.2M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Add +0.9% | 947,905 | $92.1M |
| Squarepoint Ops LLC | 0.34% | Add +99.6% | 930,003 | $90.4M |
"% of holder's portfolio" is MS's weight in each manager's 13F, not the share of Morgan Stanley the manager owns.