Morgan StanleyMS
13F holders, Q3 2024 (September 30)1,873holders +46
149new positions
107sold out
11famous investors
$104.29avg. 13F price*
At the end of Q3 2024, 1,873 institutions reported holding Morgan Stanley (MS) in their 13F filings, up 46 from Q2 2024. 149 opened new positions and 107 sold out. The largest holders were Mitsubishi Ufj Financial Group Inc. ($39.3B), State Street Corp. ($11.5B) and Vanguard Group Inc. ($11.4B). 11 famous investors held it, including Ken Fisher (1.0% of Fisher Asset Management's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).
- Company
- Morgan Stanley
- Sector
- Finance
- CUSIP
- 617446448
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 149 | $903.1M |
| Exits | 107 | $467.2M |
All 13F filers, Q2 2024 → Q3 2024: 40,803,121 shares bought and 42,059,828 shares sold, net −1,256,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,873 holders
| Mitsubishi Ufj Financial Group Inc. | 100.00% | No change | 377,085,167 | $39.3B |
| State Street Corp. | 0.47% | Add +0.0% | 110,279,349 | $11.5B |
| Vanguard Group Inc. | 0.20% | Add +0.7% | 109,436,152 | $11.4B |
| BlackRock, Inc. | 0.20% | — | 88,782,071 | $9.3B |
| JPMorgan Chase & Co. | 0.34% | Reduce -17.3% | 40,993,901 | $4.3B |
| Wellington Management Group LLP | 0.57% | Reduce -19.1% | 31,171,766 | $3.2B |
| Capital International Investors | 0.60% | Add +1.1% | 30,017,631 | $3.1B |
| Geode Capital Management, LLC | 0.21% | Add +1.1% | 25,240,729 | $2.6B |
| FMR LLC | 0.15% | Reduce -1.5% | 22,836,225 | $2.4B |
| Fisher Asset Management | 0.96% | Add +2.7% | 22,404,981 | $2.3B |
| Bank of America Corp. | 0.19% | Reduce -0.9% | 20,827,995 | $2.2B |
| Massachusetts Financial Services Co. | 0.60% | Reduce -1.6% | 19,169,369 | $2.0B |
| Capital Research Global Investors | 0.33% | Add +73.9% | 15,050,540 | $1.6B |
| Goldman Sachs Group Inc. | 0.30% | Add +8.9% | 14,965,570 | $1.6B |
| Norges Bank | 0.22% | Add +4.1% | 14,941,146 | $1.6B |
| Ameriprise Financial Inc. | 0.35% | Add +0.7% | 13,111,818 | $1.4B |
| T. Rowe Price Associates Inc. | 0.15% | Reduce -3.3% | 12,222,263 | $1.3B |
| Northern Trust Corp. | 0.19% | Reduce -6.7% | 11,169,608 | $1.2B |
| Bank of New York Mellon Corp | 0.21% | Reduce -14.4% | 11,019,072 | $1.1B |
| Charles Schwab Investment Management Inc. | 0.22% | Add +0.1% | 10,971,995 | $1.1B |
| UBS Group AG | 0.30% | Add +4.7% | 10,431,378 | $1.1B |
| Invesco Ltd. | 0.21% | Reduce -4.2% | 10,356,874 | $1.1B |
| Manufacturers Life Insurance Company, The | 0.82% | Reduce -1.4% | 8,859,140 | $923.5M |
| Franklin Resources Inc. | 0.25% | Add +75.2% | 7,850,848 | $881.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.23% | Add +4.8% | 8,454,177 | $881.3M |
| Legal & General Group Plc | 0.23% | Add +0.6% | 8,249,376 | $859.9M |
| Dimensional Fund Advisors LP | 0.20% | Reduce -8.3% | 8,102,065 | $844.6M |
| Royal Bank of Canada | 0.18% | Reduce -2.9% | 7,547,847 | $786.8M |
| Janus Henderson Group PLC | 0.34% | Reduce -6.5% | 6,314,308 | $658.2M |
| Bank of Montreal | 0.31% | Add +1.6% | 6,261,038 | $651.8M |
| Boston Partners | 0.77% | Reduce -13.6% | 6,179,511 | $648.4M |
| Morgan Stanley | 0.05% | Add +0.7% | 6,111,353 | $637.0M |
| Barclays PLC | 0.28% | Add +13.5% | 6,078,153 | $633.6M |
| Alphinity Investment Management Pty Ltd | 3.68% | New | 5,971,265 | $622.4M |
| Nuveen Asset Management, LLC | 0.17% | Reduce -1.9% | 5,801,821 | $604.8M |
| Capital World Investors | 0.09% | Add +0.3% | 5,628,444 | $586.7M |
| Amundi | 0.19% | Reduce -9.3% | 4,811,589 | $513.6M |
| Deutsche Bank AG | 0.21% | Add +16.5% | 4,867,141 | $507.4M |
| Schroder Investment Management Group | 0.52% | Add +3.4% | 4,828,686 | $503.3M |
| Principal Financial Group Inc. | 0.27% | Add +0.8% | 4,711,805 | $491.2M |
| Wells Fargo & Company | 0.11% | Add +4.7% | 4,345,532 | $453.0M |
| Voya Investment Management LLC | 0.51% | Add +1.8% | 4,054,639 | $422.7M |
| HSBC Holdings PLC | 0.22% | Add +3.7% | 3,381,149 | $352.1M |
| Alliancebernstein L.P. | 0.10% | Add +0.4% | 2,842,101 | $296.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.20% | Add +1.1% | 2,732,791 | $284.9M |
| Envestnet Asset Management Inc. | 0.09% | Add +0.6% | 2,526,924 | $263.4M |
| Millennium Management | 0.24% | Add +49.9% | 2,519,040 | $262.6M |
| California Public Employees Retirement System | 0.18% | Add +1.1% | 2,495,210 | $260.1M |
| Cullen Capital Management, LLC | 2.79% | Reduce -4.6% | 2,461,917 | $256.6M |
| Federated Hermes, Inc. | 0.56% | Add +78.2% | 2,446,266 | $255.0M |
| Rhumbline Advisers | 0.23% | Reduce -3.6% | 2,426,282 | $252.9M |
| National Pension Service | 0.24% | Add +14.3% | 2,371,049 | $247.2M |
| BNP Paribas Financial Markets | 0.24% | Add +40.1% | 2,317,799 | $241.6M |
| Canada Pension Plan Investment Board | 0.22% | Reduce -2.9% | 2,267,186 | $236.3M |
| PNC Financial Services Group, Inc. | 0.15% | Add +0.9% | 2,245,833 | $234.1M |
| Ensign Peak Advisors, Inc | 0.40% | Add +5.7% | 2,181,465 | $227.4M |
| Nordea Investment Management AB | 0.25% | Add +9.8% | 2,097,200 | $217.8M |
| Neuberger Berman Group LLC | 0.17% | Add +17.5% | 2,083,531 | $217.2M |
| Raymond James & Associates | 0.13% | Add +19.8% | 2,077,282 | $216.5M |
| California State Teachers Retirement System | 0.24% | Reduce -0.7% | 1,970,713 | $205.4M |
| Unisphere Establishment | 1.93% | No change | 1,950,000 | $203.3M |
| Lord, Abbett & Co. LLC | 0.65% | Reduce -1.5% | 1,947,252 | $203.0M |
| Fayez Sarofim & Co | 0.51% | Reduce -7.0% | 1,913,135 | $199.4M |
| Corient Private Wealth LP | 0.31% | Add +12.7% | 1,904,824 | $198.2M |
| Macquarie Group Ltd. | 0.21% | Add +15.3% | 1,896,557 | $197.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.20% | Add +7.9% | 1,766,239 | $184.1M |
| Citigroup Inc. | 0.17% | Reduce -3.8% | 1,763,634 | $183.8M |
| LPL Financial LLC | 0.08% | Add +17.5% | 1,656,079 | $172.6M |
| Aberdeen Group plc | 0.31% | Add +11.1% | 1,628,952 | $169.2M |
| Focused Investors LLC | 5.12% | Reduce -1.9% | 1,618,200 | $168.7M |
| Stifel Financial Corp. | 0.18% | Add +4.2% | 1,607,923 | $167.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.41% | Add +382.4% | 1,597,800 | $166.6M |
| CANADA LIFE ASSURANCE Co | 0.28% | Add +1.3% | 1,562,031 | $163.0M |
| Arrowstreet Capital, Limited Partnership | 0.14% | Add +177.7% | 1,522,825 | $158.7M |
| Fifth Third Bancorp | 0.57% | Reduce -0.8% | 1,514,494 | $157.9M |
| Hamlin Capital Management, LLC | 3.93% | Add +8.4% | 1,503,973 | $156.8M |
| New York State Common Retirement Fund | 0.21% | Reduce -6.4% | 1,498,503 | $156.2M |
| Primecap Management Co. | 0.11% | Reduce -3.6% | 1,450,907 | $151.2M |
| Prudential Financial Inc. | 0.21% | Reduce -3.2% | 1,425,102 | $148.6M |
| FIL Ltd | 0.13% | Reduce -3.6% | 1,345,487 | $140.3M |
| HighTower Advisors, LLC | 0.21% | Add +71.1% | 1,370,572 | $140.1M |
| Public Employees Retirement Association of Colorado | 0.54% | Reduce -0.2% | 1,294,580 | $134.9M |
| Evercore Wealth Management, LLC | 2.01% | Reduce -0.7% | 1,282,786 | $133.7M |
| Tredje AP-fonden | 1.16% | Add +1.3% | 1,232,973 | $128.5M |
| Korea Investment CORP | 0.30% | Add +23.5% | 1,219,459 | $127.1M |
| Adage Capital Partners Gp, L.L.C. | 0.22% | Reduce -2.2% | 1,174,234 | $122.4M |
| Natixis Advisors, LLC | 0.23% | Add +1.4% | 1,152,937 | $120.2M |
| New York State Teachers Retirement System | 0.25% | Reduce -5.0% | 1,147,624 | $119.6M |
| Bessemer Group Inc. | 0.20% | Add +2.0% | 1,146,678 | $119.5M |
| State Board of Administration of Florida Retirement System | 0.23% | Reduce -3.1% | 1,131,850 | $118.0M |
| Commerce Bank | 0.72% | Add +0.7% | 1,128,893 | $117.7M |
| Ossiam | 2.25% | Add +52.7% | 1,118,299 | $116.6M |
| National Bank of Canada | 0.15% | Reduce -53.0% | 1,102,176 | $114.9M |
| American Century Companies Inc. | 0.07% | Reduce -4.6% | 1,101,337 | $114.8M |
| Artisan Partners Limited Partnership | 0.17% | Reduce -3.8% | 1,084,570 | $113.1M |
| Marshall Wace, LLP | 0.15% | Reduce -48.3% | 1,078,083 | $112.4M |
| Man Group plc | 0.32% | Add +34.8% | 1,044,802 | $108.9M |
| Brandywine Global Investment Management, LLC | 0.71% | Add +4.5% | 933,595 | $104.8M |
| Douglas Lane & Associates, LLC | 1.43% | Reduce -3.0% | 1,000,142 | $104.3M |
| Susquehanna International Group, LLP | 0.18% | Add +45.4% | 974,905 | $101.6M |
"% of holder's portfolio" is MS's weight in each manager's 13F, not the share of Morgan Stanley the manager owns.