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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
30 Jun 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 6 Aug 2024
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 19 listed it in both
Shares listed
140,191,829
combined, among listed positions
Reported value
$13.6bn
combined, at the quarter end

Among the 94 comparable managers: 13 buyers (opened or added shares) and 14 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 Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, 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 LLP38,531,143$3.7bn0.67%Trimmed-4,370,52614 Aug 2024 (the filing on sec.gov)
Fidelity (FMR LLC)23,176,614$2.3bn0.14%Added+5,915,2715 Nov 2026 (the filing on sec.gov)
MFS Investment Management19,490,842$1.9bn0.58%Trimmed-337,2649 Aug 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc12,632,804$1.2bn0.15%Trimmed-258,80114 Aug 2024 (the filing on sec.gov)
Invesco Ltd10,806,492$1.1bn0.22%Trimmed-663,65113 Aug 2024 (the filing on sec.gov)
Capital Research Global Investors8,655,732$841m0.18%Trimmed-1,662,26513 Aug 2024 (the filing on sec.gov)
Janus Henderson Group Ltd6,756,525$657m0.35%Trimmed-152,19614 Aug 2024 (the filing on sec.gov)
Capital World Investors5,609,171$545m0.09%Added+713 Aug 2024 (the filing on sec.gov)
AllianceBernstein LP2,830,611$275m0.10%Trimmed-69,55514 Aug 2024 (the filing on sec.gov)
Marshall Wace LLP2,083,424$202m0.27%Added+1,753,02414 Aug 2024 (the filing on sec.gov)
Neuberger Berman Group LLC1,773,697$172m0.14%Trimmed-225,26314 Nov 2024 (the filing on sec.gov)
Millennium Management LLC1,680,185$163m0.08%Added+642,46614 Aug 2024 (the filing on sec.gov)
D. E. Shaw & Co.1,466,767$143m0.13%Added+188,40414 Aug 2024 (the filing on sec.gov)
Artisan Partners LP1,127,176$110m0.16%Added+70,87512 Aug 2024 (the filing on sec.gov)
Squarepoint Ops LLC930,003$90m0.15%Added+463,99714 Aug 2024 (the filing on sec.gov)
Man Group PLC775,128$75m0.19%Added+241,66914 Aug 2024 (the filing on sec.gov)
Arrowstreet Capital LP548,458$53munder 0.1%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Renaissance Technologies LLC318,624$31m0.05%Trimmed-78,3599 Aug 2024 (the filing on sec.gov)
Tudor Investment Corp236,907$23m0.12%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Acadian Asset Management LLC236,217$23m0.07%Addedn.a.6 Aug 2024 (the filing on sec.gov)
GAMCO Investors Inc175,816$17m0.19%Trimmed-13,89413 Aug 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP155,144$15m0.10%Newnew13 Aug 2024 (the filing on sec.gov)
Element Capital Management LLC110,048$11m0.83%Newnew8 Aug 2024 (the filing on sec.gov)
Rokos Capital Management LLP84,301$8.2m0.05%Trimmed-353,51814 Aug 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

Q1 2024 to Q2 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 (2)

Exited (3)

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 →