Morgan StanleyMS
13F holders, Q4 2024 (December 31)2,116holders +243
209new positions
81sold out
9famous investors
$125.61avg. 13F price*
At the end of Q4 2024, 2,116 institutions reported holding Morgan Stanley (MS) in their 13F filings, up 243 from Q3 2024. 209 opened new positions and 81 sold out. The largest holders were Mitsubishi Ufj Financial Group Inc. ($47.4B), State Street Corp. ($14.0B) and Vanguard Group Inc. ($13.8B). 9 famous investors held it, including Ken Fisher (1.1% of Fisher Asset Management's portfolio), Israel Englander (0.4% of Millennium Management's portfolio) and Ken Griffin (0.4% of Citadel Advisors's portfolio).
- Company
- Morgan Stanley
- Sector
- Finance
- CUSIP
- 617446448
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 209 | $894.1M |
| Exits | 81 | $420.4M |
All 13F filers, Q3 2024 → Q4 2024: 57,196,935 shares bought and 53,635,375 shares sold, net +3,561,560 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,116 holders
| Mitsubishi Ufj Financial Group Inc. | 100.00% | No change | 377,085,167 | $47.4B |
| State Street Corp. | 0.55% | Add +0.9% | 111,280,579 | $14.0B |
| Vanguard Group Inc. | 0.24% | Add +0.6% | 110,132,798 | $13.8B |
| BlackRock, Inc. | 0.24% | Add +7.1% | 95,086,325 | $12.0B |
| JPMorgan Chase & Co. | 0.41% | Add +0.1% | 41,029,456 | $5.2B |
| Capital International Investors | 0.71% | Reduce -0.1% | 29,984,620 | $3.8B |
| Geode Capital Management, LLC | 0.25% | Add +2.4% | 25,844,753 | $3.2B |
| FMR LLC | 0.19% | Add +11.9% | 25,561,560 | $3.2B |
| Fisher Asset Management | 1.14% | Add +1.9% | 22,833,937 | $2.9B |
| Capital Research Global Investors | 0.56% | Add +44.8% | 21,794,873 | $2.7B |
| Wellington Management Group LLP | 0.48% | Reduce -33.0% | 20,895,984 | $2.6B |
| Bank of America Corp. | 0.22% | Reduce -9.7% | 18,810,288 | $2.4B |
| Massachusetts Financial Services Co. | 0.67% | Reduce -11.9% | 16,879,506 | $2.1B |
| Norges Bank | 0.25% | Add +1.7% | 15,194,081 | $1.9B |
| T. Rowe Price Associates Inc. | 0.20% | Add +15.5% | 14,112,508 | $1.8B |
| Goldman Sachs Group Inc. | 0.34% | Reduce -6.7% | 13,967,394 | $1.8B |
| Northern Trust Corp. | 0.24% | Add +20.0% | 13,403,197 | $1.7B |
| Ameriprise Financial Inc. | 0.42% | Reduce -2.0% | 12,844,090 | $1.6B |
| Charles Schwab Investment Management Inc. | 0.26% | Add +0.4% | 11,019,694 | $1.4B |
| UBS Group AG | 0.31% | Add +5.1% | 10,967,351 | $1.4B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.27% | Add +8.9% | 9,210,293 | $1.2B |
| Invesco Ltd. | 0.21% | Reduce -14.1% | 8,893,909 | $1.1B |
| Royal Bank of Canada | 0.24% | Add +15.1% | 8,684,616 | $1.1B |
| Legal & General Group Plc | 0.27% | Reduce -2.5% | 8,040,164 | $1.0B |
| Dimensional Fund Advisors LP | 0.24% | Reduce -1.4% | 7,984,403 | $1.0B |
| Bank of New York Mellon Corp | 0.18% | Reduce -29.8% | 7,736,851 | $972.7M |
| Franklin Resources Inc. | 0.27% | Reduce -1.7% | 7,718,509 | $970.4M |
| Schroder Investment Management Group | 0.88% | Add +50.8% | 7,282,156 | $915.7M |
| Manufacturers Life Insurance Company, The | 0.79% | Reduce -19.1% | 7,164,838 | $900.8M |
| Morgan Stanley | 0.05% | Reduce -0.5% | 6,080,379 | $764.4M |
| Alphinity Investment Management Pty Ltd | 4.08% | Reduce -0.0% | 5,969,490 | $750.5M |
| Bank of Montreal | 0.36% | Reduce -8.7% | 5,717,093 | $718.8M |
| Capital World Investors | 0.11% | Add +0.5% | 5,655,399 | $711.0M |
| Nuveen Asset Management, LLC | 0.20% | Reduce -5.6% | 5,478,758 | $688.8M |
| Janus Henderson Group PLC | 0.35% | Reduce -13.3% | 5,474,243 | $688.3M |
| Deutsche Bank AG | 0.24% | Add +0.1% | 4,870,259 | $612.3M |
| Wells Fargo & Company | 0.13% | Add +0.8% | 4,380,763 | $550.7M |
| Amundi | 0.19% | Reduce -11.2% | 4,274,351 | $544.8M |
| Voya Investment Management LLC | 0.65% | Add +4.8% | 4,250,392 | $534.4M |
| Principal Financial Group Inc. | 0.29% | Reduce -10.1% | 4,237,185 | $532.7M |
| Boston Partners | 0.61% | Reduce -35.9% | 3,960,978 | $500.1M |
| Millennium Management | 0.41% | Add +46.4% | 3,687,640 | $463.6M |
| HSBC Holdings PLC | 0.27% | Add +2.4% | 3,460,508 | $435.3M |
| Citadel Advisors | 0.40% | Add +2081.9% | 3,363,852 | $422.9M |
| Alliancebernstein L.P. | 0.12% | Add +1.7% | 2,889,322 | $363.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.24% | Add +2.6% | 2,805,076 | $352.7M |
| Raymond James Financial Inc. | 0.12% | — | 2,578,094 | $324.1M |
| Barclays PLC | 0.16% | Reduce -58.6% | 2,517,811 | $316.5M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -1.8% | 2,480,672 | $311.9M |
| Ensign Peak Advisors, Inc | 0.55% | Add +11.8% | 2,439,366 | $306.7M |
| California Public Employees Retirement System | 0.20% | Reduce -4.9% | 2,372,562 | $298.3M |
| Rhumbline Advisers | 0.27% | Reduce -2.3% | 2,370,856 | $298.1M |
| American Century Companies Inc. | 0.17% | Add +111.7% | 2,331,960 | $293.2M |
| National Pension Service | 0.28% | Reduce -2.4% | 2,313,928 | $290.9M |
| PNC Financial Services Group, Inc. | 0.19% | Add +0.1% | 2,248,451 | $282.7M |
| Fayez Sarofim & Co | 0.68% | Add +17.0% | 2,238,714 | $281.5M |
| FIL Ltd | 0.26% | Add +66.4% | 2,238,416 | $281.4M |
| Neuberger Berman Group LLC | 0.22% | Add +3.8% | 2,162,140 | $271.8M |
| BNP Paribas Financial Markets | 0.21% | Reduce -9.7% | 2,093,292 | $263.2M |
| Lord, Abbett & Co. LLC | 0.86% | Add +6.2% | 2,067,755 | $260.0M |
| Citigroup Inc. | 0.24% | Add +12.4% | 1,982,997 | $249.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.23% | Add +9.0% | 1,925,304 | $242.5M |
| LPL Financial LLC | 0.10% | Add +13.5% | 1,879,615 | $236.3M |
| California State Teachers Retirement System | 0.28% | Reduce -4.8% | 1,877,092 | $236.0M |
| Cullen Capital Management, LLC | 2.68% | Reduce -25.7% | 1,830,069 | $230.1M |
| Public Employees Retirement Association of Colorado | 0.89% | Add +37.5% | 1,780,745 | $223.9M |
| New York State Common Retirement Fund | 0.27% | Add +8.7% | 1,628,303 | $204.7M |
| Stifel Financial Corp. | 0.21% | Reduce -0.4% | 1,602,131 | $201.4M |
| Canada Pension Plan Investment Board | 0.19% | Reduce -29.8% | 1,591,896 | $200.1M |
| D. E. Shaw & Co. | 0.24% | Add +132.8% | 1,588,119 | $199.7M |
| Federated Hermes, Inc. | 0.43% | Reduce -35.8% | 1,569,948 | $197.4M |
| Axiom Investors LLC | 1.44% | New | 1,556,964 | $195.7M |
| Menora Mivtachim Holdings LTD. | 1.21% | New | 1,532,977 | $192.7M |
| Bessemer Group Inc. | 0.31% | Add +33.6% | 1,532,498 | $192.7M |
| Aberdeen Group plc | 0.36% | Reduce -5.9% | 1,532,571 | $192.5M |
| Fifth Third Bancorp | 0.69% | Reduce -0.5% | 1,506,337 | $189.4M |
| Hamlin Capital Management, LLC | 4.64% | Reduce -0.9% | 1,490,670 | $187.4M |
| Prudential Financial Inc. | 0.26% | Add +4.6% | 1,490,558 | $187.4M |
| Macquarie Group Ltd. | 0.22% | Reduce -22.9% | 1,462,717 | $177.8M |
| Arrowstreet Capital, Limited Partnership | 0.14% | Reduce -7.7% | 1,405,016 | $176.6M |
| HighTower Advisors, LLC | 0.24% | Add +3.1% | 1,412,678 | $174.5M |
| Focused Investors LLC | 5.21% | Reduce -18.9% | 1,311,800 | $164.9M |
| Marshall Wace, LLP | 0.21% | Add +20.6% | 1,300,023 | $163.4M |
| Corient Private Wealth LP | 0.27% | Reduce -32.8% | 1,281,002 | $160.6M |
| Evercore Wealth Management, LLC | 2.40% | Reduce -0.7% | 1,274,422 | $160.2M |
| Qube Research & Technologies Ltd | 0.25% | Add +104.1% | 1,237,134 | $155.5M |
| CANADA LIFE ASSURANCE Co | 0.26% | Reduce -21.9% | 1,219,603 | $153.3M |
| Natixis Advisors, LLC | 0.28% | Add +3.0% | 1,187,784 | $149.3M |
| Primecap Management Co. | 0.11% | Reduce -18.7% | 1,179,595 | $148.3M |
| New York State Teachers Retirement System | 0.31% | Add +2.3% | 1,174,211 | $147.6M |
| Commerce Bank | 0.89% | Add +1.7% | 1,148,566 | $144.4M |
| Adage Capital Partners Gp, L.L.C. | 0.25% | Reduce -2.2% | 1,148,084 | $144.3M |
| Squarepoint Ops LLC | 0.37% | Add +18.6% | 1,126,171 | $141.6M |
| State Board of Administration of Florida Retirement System | 0.27% | Reduce -1.0% | 1,120,989 | $140.9M |
| Danske Bank A/S | 0.40% | Add +105.0% | 1,075,133 | $135.2M |
| Unisphere Establishment | 1.15% | Reduce -46.1% | 1,050,000 | $132.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.26% | — | 1,028,803 | $129.3M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Add +0.2% | 974,647 | $122.5M |
| Douglas Lane & Associates, LLC | 1.72% | Reduce -3.1% | 968,815 | $121.8M |
| Korea Investment CORP | 0.29% | Reduce -21.5% | 957,428 | $120.4M |
"% of holder's portfolio" is MS's weight in each manager's 13F, not the share of Morgan Stanley the manager owns.