Morgan StanleyMS
13F holders, Q1 2025 (March 31)2,104holders −12
146new positions
150sold out
9famous investors
$116.52avg. 13F price*
At the end of Q1 2025, 2,104 institutions reported holding Morgan Stanley (MS) in their 13F filings, down 12 from Q4 2024. 146 opened new positions and 150 sold out. The largest holders were Mitsubishi Ufj Financial Group Inc. ($44.0B), Vanguard Group Inc. ($13.7B) and State Street Corp. ($12.5B). 9 famous investors held it, including Ken Fisher (1.2% of Fisher Asset Management's portfolio), Israel Englander (0.5% of Millennium Management's portfolio) and Paul Tudor Jones (0.5% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 146 | $513.3M |
| Exits | 150 | $763.8M |
All 13F filers, Q4 2024 → Q1 2025: 48,743,241 shares bought and 44,701,501 shares sold, net +4,041,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,104 holders
| Mitsubishi Ufj Financial Group Inc. | 100.00% | No change | 377,085,167 | $44.0B |
| Vanguard Group Inc. | 0.25% | Add +6.9% | 117,769,345 | $13.7B |
| State Street Corp. | 0.52% | Reduce -3.7% | 107,146,233 | $12.5B |
| BlackRock, Inc. | 0.24% | Add +1.2% | 96,238,352 | $11.2B |
| JPMorgan Chase & Co. | 0.34% | Reduce -6.0% | 38,579,764 | $4.5B |
| Capital International Investors | 0.62% | Reduce -10.0% | 26,984,106 | $3.1B |
| Geode Capital Management, LLC | 0.24% | Add +3.2% | 26,662,389 | $3.1B |
| FMR LLC | 0.18% | Reduce -8.0% | 23,528,395 | $2.7B |
| Fisher Asset Management | 1.18% | Add +2.0% | 23,296,036 | $2.7B |
| Bank of America Corp. | 0.22% | Add +12.2% | 21,108,539 | $2.5B |
| Capital Research Global Investors | 0.51% | Reduce -8.4% | 19,962,428 | $2.3B |
| Wellington Management Group LLP | 0.43% | Reduce -7.6% | 19,305,043 | $2.3B |
| Goldman Sachs Group Inc. | 0.37% | Add +18.7% | 16,577,516 | $1.9B |
| Massachusetts Financial Services Co. | 0.63% | Reduce -3.4% | 16,306,104 | $1.9B |
| Norges Bank | 0.25% | Add +0.8% | 15,315,459 | $1.8B |
| Northern Trust Corp. | 0.24% | Add +3.0% | 13,807,153 | $1.6B |
| Ameriprise Financial Inc. | 0.41% | Add +1.7% | 13,063,819 | $1.5B |
| UBS Group AG | 0.31% | Add +10.6% | 12,126,722 | $1.4B |
| T. Rowe Price Associates Inc. | 0.16% | Reduce -19.8% | 11,320,148 | $1.3B |
| Charles Schwab Investment Management Inc. | 0.24% | Reduce -0.6% | 10,951,700 | $1.3B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.29% | Add +4.8% | 9,652,910 | $1.1B |
| Royal Bank of Canada | 0.25% | Add +8.1% | 9,387,904 | $1.1B |
| Invesco Ltd. | 0.20% | Add +0.7% | 8,959,754 | $1.0B |
| Legal & General Group Plc | 0.26% | Add +2.1% | 8,211,563 | $958.0M |
| Franklin Resources Inc. | 0.28% | Add +5.5% | 8,146,933 | $950.5M |
| Dimensional Fund Advisors LP | 0.23% | Add +0.7% | 8,037,341 | $937.6M |
| Bank of New York Mellon Corp | 0.18% | Reduce -0.8% | 7,670,822 | $895.0M |
| Schroder Investment Management Group | 0.89% | Add +4.1% | 7,580,656 | $884.4M |
| Manufacturers Life Insurance Company, The | 0.78% | Reduce -2.6% | 6,981,382 | $814.5M |
| Nuveen, LLC | 0.23% | — | 6,578,439 | $767.5M |
| Morgan Stanley | 0.05% | Add +1.2% | 6,150,965 | $717.6M |
| Barclays PLC | 0.32% | Add +138.7% | 6,010,844 | $701.3M |
| Capital World Investors | 0.11% | Reduce -0.6% | 5,619,396 | $655.6M |
| Bank of Montreal | 0.35% | Reduce -2.3% | 5,586,572 | $651.8M |
| Alphinity Investment Management Pty Ltd | 4.23% | Reduce -10.4% | 5,348,473 | $624.0M |
| Janus Henderson Group PLC | 0.32% | Reduce -7.9% | 5,039,574 | $581.2M |
| Amundi | 0.21% | Add +21.7% | 5,200,064 | $567.8M |
| Deutsche Bank AG | 0.20% | Reduce -9.5% | 4,409,339 | $514.4M |
| Millennium Management | 0.49% | Add +14.2% | 4,209,583 | $491.1M |
| Wells Fargo & Company | 0.12% | Reduce -5.7% | 4,130,284 | $481.9M |
| Principal Financial Group Inc. | 0.27% | Reduce -4.0% | 4,069,267 | $474.8M |
| Boston Partners | 0.54% | Reduce -2.7% | 3,855,298 | $448.6M |
| Voya Investment Management LLC | 0.58% | Reduce -10.8% | 3,792,336 | $442.5M |
| HSBC Holdings PLC | 0.29% | Add +6.3% | 3,677,935 | $427.5M |
| Axiom Investors LLC | 3.48% | Add +99.9% | 3,111,979 | $363.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.25% | Add +6.6% | 2,990,922 | $349.0M |
| Envestnet Asset Management Inc. | 0.11% | Add +18.8% | 2,946,684 | $343.8M |
| California Public Employees Retirement System | 0.22% | Add +14.2% | 2,708,489 | $316.0M |
| Citigroup Inc. | 0.24% | Add +35.5% | 2,686,631 | $313.4M |
| Alliancebernstein L.P. | 0.11% | Reduce -9.2% | 2,624,999 | $306.3M |
| Raymond James Financial Inc. | 0.11% | Reduce -5.0% | 2,448,443 | $285.7M |
| Ensign Peak Advisors, Inc | 0.54% | Reduce -0.1% | 2,436,506 | $284.3M |
| National Pension Service | 0.27% | Add +3.7% | 2,399,984 | $280.0M |
| BNP Paribas Financial Markets | 0.21% | Add +11.1% | 2,324,788 | $271.2M |
| Rhumbline Advisers | 0.25% | Reduce -2.5% | 2,312,815 | $269.8M |
| Canada Pension Plan Investment Board | 0.26% | Add +41.7% | 2,255,350 | $263.1M |
| PNC Financial Services Group, Inc. | 0.14% | Add +0.1% | 2,251,634 | $262.7M |
| Federated Hermes, Inc. | 0.56% | Add +40.4% | 2,204,743 | $257.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.23% | Add +11.8% | 2,153,343 | $251.2M |
| Allianz Asset Management GmbH | 0.37% | Add +170.4% | 2,146,667 | $250.5M |
| Fayez Sarofim & Co | 0.59% | Reduce -9.3% | 2,030,443 | $236.9M |
| Neuberger Berman Group LLC | 0.20% | Reduce -7.2% | 2,005,663 | $234.0M |
| LPL Financial LLC | 0.09% | Add +2.7% | 1,929,977 | $225.2M |
| American Century Companies Inc. | 0.14% | Reduce -17.3% | 1,927,525 | $224.9M |
| Public Employees Retirement Association of Colorado | 0.94% | Add +5.5% | 1,879,134 | $219.2M |
| California State Teachers Retirement System | 0.27% | Reduce -0.8% | 1,861,901 | $217.2M |
| Lord, Abbett & Co. LLC | 0.81% | Reduce -10.2% | 1,856,462 | $216.6M |
| Citadel Advisors | 0.20% | Reduce -48.5% | 1,732,734 | $202.2M |
| Qube Research & Technologies Ltd | 0.31% | Add +36.6% | 1,689,482 | $197.1M |
| Cullen Capital Management, LLC | 2.24% | Reduce -9.2% | 1,662,599 | $194.0M |
| FIL Ltd | 0.18% | Reduce -27.2% | 1,630,223 | $190.2M |
| Stifel Financial Corp. | 0.20% | Add +1.1% | 1,619,221 | $188.9M |
| Prudential Financial Inc. | 0.27% | Add +8.2% | 1,613,019 | $188.2M |
| New York State Common Retirement Fund | 0.26% | Reduce -6.4% | 1,524,203 | $177.8M |
| Hamlin Capital Management, LLC | 4.23% | Add +1.6% | 1,515,280 | $176.8M |
| Fifth Third Bancorp | 0.67% | Add +0.5% | 1,514,441 | $176.7M |
| Bessemer Group Inc. | 0.31% | Reduce -4.1% | 1,469,593 | $171.5M |
| Macquarie Group Ltd. | 0.20% | Reduce -4.8% | 1,392,351 | $162.4M |
| HighTower Advisors, LLC | 0.22% | Reduce -1.4% | 1,393,541 | $159.9M |
| Mackenzie Financial Corp. | 0.23% | Add +59.0% | 1,362,411 | $159.0M |
| Focused Investors LLC | 4.79% | Reduce -2.6% | 1,277,000 | $149.0M |
| Corient Private Wealth LP | 0.24% | Reduce -1.8% | 1,257,838 | $146.2M |
| Evercore Wealth Management, LLC | 2.33% | Reduce -2.5% | 1,241,998 | $144.9M |
| CANADA LIFE ASSURANCE Co | 0.25% | Add +1.1% | 1,233,556 | $144.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.29% | Add +17.0% | 1,203,945 | $140.5M |
| Rokos Capital Management LLP | 3.90% | Add +46.4% | 1,190,229 | $138.8M |
| Commerce Bank | 0.88% | Add +3.4% | 1,187,931 | $138.6M |
| National Bank of Canada | 0.16% | Add +124.7% | 1,171,928 | $136.7M |
| Primecap Management Co. | 0.11% | Reduce -2.5% | 1,150,145 | $134.2M |
| New York State Teachers Retirement System | 0.31% | Reduce -2.5% | 1,144,625 | $133.5M |
| State Board of Administration of Florida Retirement System | 0.26% | No change | 1,120,989 | $130.8M |
| Adage Capital Partners Gp, L.L.C. | 0.23% | Reduce -6.1% | 1,078,434 | $125.8M |
| Menora Mivtachim Holdings LTD. | 0.81% | Reduce -30.3% | 1,068,227 | $124.6M |
| Natixis Advisors, LLC | 0.23% | Reduce -10.7% | 1,060,619 | $123.7M |
| Korea Investment CORP | 0.30% | Add +9.4% | 1,047,035 | $122.2M |
| Aberdeen Group plc | 0.24% | Reduce -30.9% | 1,058,357 | $121.6M |
| Brandywine Global Investment Management, LLC | 0.83% | Add +12.7% | 976,001 | $113.9M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Reduce -0.5% | 969,920 | $113.2M |
| Clark Capital Management Group, Inc. | 0.80% | Add +2.5% | 957,818 | $111.7M |
| Robeco Institutional Asset Management B.V. | 0.22% | Add +53.0% | 956,286 | $111.6M |
"% of holder's portfolio" is MS's weight in each manager's 13F, not the share of Morgan Stanley the manager owns.