L3VLUP
ProSign in

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 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 8 Feb 2024
Managers listing it
21
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 16 listed it in both
Shares listed
140,771,823
combined, among listed positions
Reported value
$13.1bn
combined, at the quarter end

Among the 93 comparable managers: 10 buyers (opened or added shares) and 11 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 Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

21 of 21 holders

ActionFiling
Wellington Management Group LLP38,451,051$3.6bn0.67%Added+5,631,43512 Feb 2024 (the filing on sec.gov)
MFS Investment Management20,197,232$1.9bn0.61%Added+575,1148 Feb 2024 (the filing on sec.gov)
Fidelity (FMR LLC)17,251,568$1.6bn0.12%Trimmed-6,222,8845 Nov 2026 (the filing on sec.gov)
Capital Research Global Investors17,139,623$1.6bn0.39%Trimmed-6,349,12813 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc13,469,721$1.3bn0.17%Trimmed-7,787,34916 Feb 2024 (the filing on sec.gov)
Invesco Ltd10,777,004$1.0bn0.24%Added+4,104,86913 Feb 2024 (the filing on sec.gov)
Capital World Investors7,207,324$672m0.12%Added+32,15213 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd6,958,823$649m0.39%Trimmed-63,30614 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP2,940,495$274m0.11%Trimmed-124,14814 Feb 2024 (the filing on sec.gov)
Jane Street Group LLC1,559,142$145munder 0.1%Trimmed-985,12215 Feb 2024 (the filing on sec.gov)
Neuberger Berman Group LLC1,302,908$121m0.11%Trimmed-285,81214 Nov 2024 (the filing on sec.gov)
Artisan Partners LP1,059,376$99m0.15%Added+23,99112 Feb 2024 (the filing on sec.gov)
Arrowstreet Capital LP972,913$91m0.10%Trimmed-935,52714 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP372,818$35m0.14%Newnew14 Feb 2024 (the filing on sec.gov)
Point72 Asset Management LP298,286$28m0.07%Newnew14 Feb 2024 (the filing on sec.gov)
Man Group PLC298,049$28m0.08%Addedn.a.14 Feb 2024 (the filing on sec.gov)
GAMCO Investors Inc206,709$19m0.21%Trimmed-16,56114 Feb 2024 (the filing on sec.gov)
Eisler Capital Management Ltd152,124$14m0.11%Trimmed-378,66413 Feb 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP80,000$7.5munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)
Verition Fund Management LLC47,947$4.5munder 0.1%Trimmed-18,40614 Feb 2024 (the filing on sec.gov)
Winton Group Ltd28,710$2.7m0.19%Newnew12 Feb 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

Q3 2023 to Q4 2023, 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 (4)

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 →