MS in the 13F filings

Morgan Stanley · CUSIP 617446448

Sector · Other financial services Theme · Financial services· L3VLUP-defined

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023

Quarter end: 31 Dec 2025; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 22 Jan 2026
Managers listing it: 38; at least, of 95 tracked, among listed positions
Comparable managers: 92; filed both Q3 2025 and Q4 2025; 31 listed it in both
Shares listed: 126,371,918; combined, among listed positions
Reported value: $22.4bn; combined, at the quarter end

Among the 92 comparable managers: 20 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -5,711,704.

Managers listing MS in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

38 of 38 holders

				Action		Filing
Fidelity (FMR LLC)	26,166,591	$4.6bn	0.24%	Added	+1,371,421	17 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP	15,852,651	$2.8bn	0.49%	Trimmed	-2,880,247	17 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors	15,432,313	$2.7bn	0.51%	Trimmed	-3,816,598	11 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	14,917,776	$2.6bn	0.29%	Added	+3,364,080	17 Feb 2026 (the filing on sec.gov)
MFS Investment Management	12,458,302	$2.2bn	0.71%	Trimmed	-998,912	22 Jan 2026 (the filing on sec.gov)
Invesco Ltd	7,194,677	$1.3bn	0.12%	Trimmed	-1,888,903	19 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC	5,162,394	$916m	0.14%	Added	+1,674,173	17 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	4,176,949	$742m	0.33%	Trimmed	-612,377	17 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP	3,204,090	$569m	0.18%	Added	+700,598	17 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	2,275,708	$404m	0.30%	Trimmed	-81,886	27 Oct 2026 (the filing on sec.gov)
Millennium Management LLC	2,275,184	$404m	0.17%	Trimmed	-1,247,043	17 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	2,234,175	$397m	0.50%	Added	+1,767,506	17 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP	1,733,867	$308m	0.28%	Trimmed	-1,199,737	13 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP	1,729,735	$307m	0.64%	Added	+1,276,274	17 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP	1,116,813	$198m	0.28%	Trimmed	-118,156	17 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC	1,113,961	$198m	under 0.1%	Added	+778,251	12 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP	1,069,000	$190m	0.37%	Added	+45,164	17 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.	979,464	$174m	0.10%	Trimmed	-64,240	17 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC	888,587	$158m	0.26%	Added	+111,491	10 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp	712,236	$126m	0.23%	Added	+701,436	17 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC	684,900	$122m	0.13%	Trimmed	-806,048	13 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP	650,088	$115m	0.13%	Added	+343,628	17 Feb 2026 (the filing on sec.gov)
Rokos Capital Management LLP	624,962	$111m	0.43%	Added	+593,570	13 Feb 2026 (the filing on sec.gov)
Capital World Investors	608,950	$108m	under 0.1%	Trimmed	-5,048,925	11 Feb 2026 (the filing on sec.gov)
Artisan Partners LP	594,431	$106m	0.16%	Trimmed	-144,957	17 Feb 2026 (the filing on sec.gov)

Page 1 of 2

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

Morgan Stanley's 2024 shareholder letter, Ted Pick's first as chief executive · Morgan Stanley · 5 Apr 2024 · The writer’s own company

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

Every letter beside its positions →

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

T. Rowe Price Associates Incexisting position · 14,917,776 shares now+3,364,080
Balyasny Asset Management LLCexisting position · 2,234,175 shares now+1,767,506
Citadel Advisors LLCexisting position · 5,162,394 shares now+1,674,173
Fidelity (FMR LLC)existing position · 26,166,591 shares now+1,371,421
Holocene Advisors LPexisting position · 1,729,735 shares now+1,276,274

Reductions

Capital World Investorsexisting position · 608,950 shares now-5,048,925
Capital Research Global Investorsexisting position · 15,432,313 shares now-3,816,598
Wellington Management Group LLPexisting position · 15,852,651 shares now-2,880,247
Invesco Ltdexisting position · 7,194,677 shares now-1,888,903
Millennium Management LLCexisting position · 2,275,184 shares now-1,247,043

New positions and exits

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

New (3)

Exited (1)

Caxton Associates LLPwas $9.8m

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.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

MS by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q2 2013	18	$4.7bn	n.a.	n.a.
Q3 2013	16	$5.1bn	n.a.	n.a.
Q4 2013	16	$6.0bn	n.a.	n.a.
Q1 2014	16	$5.9bn	n.a.	n.a.
Q2 2014	15	$6.1bn	n.a.	n.a.
Q3 2014	13	$6.9bn	n.a.	n.a.
Q4 2014	15	$7.7bn	n.a.	n.a.
Q1 2015	19	$7.6bn	n.a.	n.a.
Q2 2015	18	$8.7bn	n.a.	n.a.
Q3 2015	23	$6.8bn	n.a.	n.a.
Q4 2015	24	$7.2bn	n.a.	n.a.
Q1 2016	17	$5.4bn	n.a.	n.a.
Q2 2016	16	$6.9bn	n.a.	n.a.
Q3 2016	16	$8.3bn	n.a.	n.a.
Q4 2016	27	$10.8bn	n.a.	n.a.
Q1 2017	25	$10.4bn	n.a.	n.a.
Q2 2017	23	$11.3bn	n.a.	n.a.
Q3 2017	22	$11.6bn	n.a.	n.a.
Q4 2017	24	$12.0bn	n.a.	n.a.
Q1 2018	23	$12.6bn	n.a.	n.a.
Q2 2018	30	$10.6bn	n.a.	n.a.
Q3 2018	32	$10.2bn	n.a.	n.a.
Q4 2018	29	$8.1bn	n.a.	n.a.
Q1 2019	28	$7.8bn	n.a.	n.a.
Q2 2019	30	$7.7bn	n.a.	n.a.
Q3 2019	30	$6.6bn	n.a.	n.a.
Q4 2019	23	$7.7bn	n.a.	n.a.
Q1 2020	31	$5.9bn	n.a.	n.a.
Q2 2020	24	$9.0bn	n.a.	n.a.
Q3 2020	34	$8.9bn	n.a.	n.a.
Q4 2020	28	$15.5bn	n.a.	n.a.
Q1 2021	33	$16.4bn	n.a.	n.a.
Q2 2021	27	$18.8bn	n.a.	n.a.
Q3 2021	28	$20.9bn	n.a.	n.a.
Q4 2021	27	$18.2bn	n.a.	n.a.
Q1 2022	25	$15.5bn	n.a.	n.a.
Q2 2022	27	$13.1bn	n.a.	n.a.
Q3 2022	21	$14.4bn	n.a.	n.a.
Q4 2022	22	$15.1bn	n.a.	n.a.
Q1 2023	17	$16.7bn	n.a.	n.a.
Q2 2023	23	$15.1bn	n.a.	n.a.
Q3 2023	20	$12.7bn	n.a.	n.a.
Q4 2023	21	$13.1bn	10	11
Q1 2024	24	$13.1bn	16	8
Q2 2024	24	$13.6bn	13	14
Q3 2024	25	$14.4bn	13	14
Q4 2024	25	$17.7bn	16	11
Q1 2025	27	$14.6bn	12	16
Q2 2025	26	$17.4bn	17	9
Q3 2025	33	$20.8bn	20	14
Q4 2025	33	$22.3bn	20	19
Q1 2026	34	$19.8bn	20	20
Q2 2026	32	$25.5bn	17	24

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 →

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