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MS in the 13F filings

Morgan Stanley · CUSIP 617446448

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 13 May 2024
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 14 listed it in both
Shares listed
139,421,569
combined, among listed positions
Reported value
$13.1bn
combined, at the quarter end

Among the 93 comparable managers: 16 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing MS in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

24 of 24 holders

ActionFiling
Wellington Management Group LLP42,901,669$4.0bn0.72%Added+4,450,61815 May 2024 (the filing on sec.gov)
MFS Investment Management19,828,106$1.9bn0.56%Trimmed-369,12614 May 2024 (the filing on sec.gov)
Fidelity (FMR LLC)17,261,343$1.6bn0.11%Added+9,7755 Nov 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc12,891,605$1.2bn0.15%Trimmed-578,11615 May 2024 (the filing on sec.gov)
Invesco Ltd11,470,143$1.1bn0.23%Added+693,13914 May 2024 (the filing on sec.gov)
Capital Research Global Investors10,317,997$972m0.22%Trimmed-6,821,62614 May 2024 (the filing on sec.gov)
Janus Henderson Group Ltd6,908,721$651m0.35%Trimmed-50,10215 May 2024 (the filing on sec.gov)
Capital World Investors5,609,164$528m0.09%Trimmed-1,598,16014 May 2024 (the filing on sec.gov)
AllianceBernstein LP2,900,166$273m0.10%Trimmed-40,32914 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC1,998,960$188m0.16%Added+696,05214 Nov 2024 (the filing on sec.gov)
D. E. Shaw & Co.1,278,363$120m0.10%Addedn.a.15 May 2024 (the filing on sec.gov)
Holocene Advisors LP1,134,974$107m0.39%Added+762,15615 May 2024 (the filing on sec.gov)
Artisan Partners LP1,056,301$99m0.14%Trimmed-3,07513 May 2024 (the filing on sec.gov)
Millennium Management LLC1,037,719$98munder 0.1%Newnew15 May 2024 (the filing on sec.gov)
Man Group PLC533,459$50m0.13%Added+235,41015 May 2024 (the filing on sec.gov)
Squarepoint Ops LLC466,006$44m0.08%Addedn.a.15 May 2024 (the filing on sec.gov)
Rokos Capital Management LLP437,819$41m0.22%Newnew17 May 2024 (the filing on sec.gov)
Renaissance Technologies LLC396,983$37m0.06%Newnew13 May 2024 (the filing on sec.gov)
Marshall Wace LLP330,400$31munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Two Sigma Investments LP237,347$22m0.05%Newnew15 May 2024 (the filing on sec.gov)
Moore Capital Management LP190,190$18m0.29%Newnew15 May 2024 (the filing on sec.gov)
GAMCO Investors Inc189,710$18m0.18%Trimmed-16,99914 May 2024 (the filing on sec.gov)
Caxton Associates LLP23,250$2.2m0.12%Newnew15 May 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP21,174$2.0munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)

What managers have written about MS

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

By writers not tracked in the 13F universe

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
25 in Q3 2024 to 32 in Q2 2026

Tracked managers listing it, at least.

0102030402014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
MS by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201318$4.7bnn.a.n.a.
Q3 201316$5.1bnn.a.n.a.
Q4 201316$6.0bnn.a.n.a.
Q1 201416$5.9bnn.a.n.a.
Q2 201415$6.1bnn.a.n.a.
Q3 201413$6.9bnn.a.n.a.
Q4 201415$7.7bnn.a.n.a.
Q1 201519$7.6bnn.a.n.a.
Q2 201518$8.7bnn.a.n.a.
Q3 201523$6.8bnn.a.n.a.
Q4 201524$7.2bnn.a.n.a.
Q1 201617$5.4bnn.a.n.a.
Q2 201616$6.9bnn.a.n.a.
Q3 201616$8.3bnn.a.n.a.
Q4 201627$10.8bnn.a.n.a.
Q1 201725$10.4bnn.a.n.a.
Q2 201723$11.3bnn.a.n.a.
Q3 201722$11.6bnn.a.n.a.
Q4 201724$12.0bnn.a.n.a.
Q1 201823$12.6bnn.a.n.a.
Q2 201830$10.6bnn.a.n.a.
Q3 201832$10.2bnn.a.n.a.
Q4 201829$8.1bnn.a.n.a.
Q1 201928$7.8bnn.a.n.a.
Q2 201930$7.7bnn.a.n.a.
Q3 201930$6.6bnn.a.n.a.
Q4 201923$7.7bnn.a.n.a.
Q1 202031$5.9bnn.a.n.a.
Q2 202024$9.0bnn.a.n.a.
Q3 202034$8.9bnn.a.n.a.
Q4 202028$15.5bnn.a.n.a.
Q1 202133$16.4bnn.a.n.a.
Q2 202127$18.8bnn.a.n.a.
Q3 202128$20.9bnn.a.n.a.
Q4 202127$18.2bnn.a.n.a.
Q1 202225$15.5bnn.a.n.a.
Q2 202227$13.1bnn.a.n.a.
Q3 202221$14.4bnn.a.n.a.
Q4 202222$15.1bnn.a.n.a.
Q1 202317$16.7bnn.a.n.a.
Q2 202323$15.1bnn.a.n.a.
Q3 202320$12.7bnn.a.n.a.
Q4 202321$13.1bn1011
Q1 202424$13.1bn168
Q2 202424$13.6bn1314
Q3 202425$14.4bn1314
Q4 202425$17.7bn1611
Q1 202527$14.6bn1216
Q2 202526$17.4bn179
Q3 202533$20.8bn2014
Q4 202533$22.3bn2019
Q1 202634$19.8bn2020
Q2 202632$25.5bn1724

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

MS and V →MS and AXP →MS and BAC →Choose a stock to compare with MS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own MS, latest filings →Back to the 13F Explorer →