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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 2025
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 May 2025
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 19 listed it in both
Shares listed
125,603,239
combined, among listed positions
Reported value
$14.6bn
combined, at the quarter end

Among the 95 comparable managers: 12 buyers (opened or added shares) and 16 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 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
Fidelity (FMR LLC)23,528,395$2.7bn0.18%Trimmed-2,033,1655 Nov 2026 (the filing on sec.gov)
Capital Research Global Investors19,962,428$2.3bn0.51%Trimmed-1,832,44512 May 2025 (the filing on sec.gov)
Wellington Management Group LLP19,305,043$2.3bn0.43%Trimmed-1,590,94113 May 2025 (the filing on sec.gov)
MFS Investment Management16,306,104$1.9bn0.63%Trimmed-573,4022 May 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc11,320,148$1.3bn0.16%Trimmed-2,792,36014 May 2025 (the filing on sec.gov)
Invesco Ltd8,959,754$1.0bn0.20%Added+65,84512 May 2025 (the filing on sec.gov)
Capital World Investors5,619,396$656m0.11%Trimmed-36,00312 May 2025 (the filing on sec.gov)
Janus Henderson Group Ltd5,039,574$581m0.32%Trimmed-434,66915 May 2025 (the filing on sec.gov)
Millennium Management LLC4,209,583$491m0.26%Added+521,94315 May 2025 (the filing on sec.gov)
AllianceBernstein LP2,624,999$306m0.11%Trimmed-264,32315 May 2025 (the filing on sec.gov)
Neuberger Berman Group LLC2,005,663$234m0.20%Trimmed-156,47727 Oct 2026 (the filing on sec.gov)
Citadel Advisors LLC1,732,734$202munder 0.1%Trimmed-1,631,11815 May 2025 (the filing on sec.gov)
Rokos Capital Management LLP1,190,229$139m1.44%Added+377,03215 May 2025 (the filing on sec.gov)
Artisan Partners LP735,154$86m0.14%Trimmed-153,08514 May 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP704,153$82m0.25%Newnew14 May 2025 (the filing on sec.gov)
Tudor Investment Corp441,456$52m0.17%Addedn.a.15 May 2025 (the filing on sec.gov)
Man Group PLC417,663$49m0.12%Trimmed-240,66415 May 2025 (the filing on sec.gov)
Holocene Advisors LP394,595$46m0.13%Newnew15 May 2025 (the filing on sec.gov)
Marshall Wace LLP298,567$35munder 0.1%Trimmed-1,001,45615 May 2025 (the filing on sec.gov)
Acadian Asset Management LLC238,108$28m0.08%Trimmed-28,47321 May 2025 (the filing on sec.gov)
GAMCO Investors Inc145,193$17m0.19%Trimmed-5,59914 May 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC132,661$15m0.09%Addedn.a.15 May 2025 (the filing on sec.gov)
Walleye Capital LLC120,036$14m0.06%Addedn.a.14 May 2025 (the filing on sec.gov)
Woodline Partners LP104,541$12m0.08%Added+30,04415 May 2025 (the filing on sec.gov)
Quantbot Technologies LP30,554$3.6m0.11%Newnew13 May 2025 (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

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 2024 to Q1 2025, 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 (5)

Exited (1)

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 →