Morgan Stanley (MS)
What changed in recent filings
- Institutions — 8 new · 2 added · 1 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Morgan Stanley
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 4 → 2026 Q2: 11 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Morgan Stanley
Institutions we track that reported holding this stock in their most recent 13F.
- Tudor Investment Corp0.08% of portfolio · since 2024 Q1
- Point72 Asset Management0.06% of portfolio · since 2025 Q2
- Bridgewater Associates0.02% of portfolio · since 2025 Q4
- Soros Fund ManagementNew this quarter0.05% of portfolio · since 2026 Q2
- PRIMECAP Management0.05% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)0.24% of portfolio · held as of 2026 Q2 or earlier
- National Pension Service (Korea)0.40% of portfolio · held as of 2026 Q2 or earlier
- Pzena Investment Management0.28% of portfolio · held as of 2026 Q2 or earlier
- Viking Global InvestorsNew this quarter0.97% of portfolio · since 2026 Q2
- Temasek Holdings (Singapore)New this quarter0.03% of portfolio · since 2026 Q2
- Capital World Investors0.25% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
A global financial institution providing investment banking, wealth management, and institutional securities services. It also expanded its retail-investor base via the E*TRADE acquisition.
What is the Financials sector?
Banks, investment, cards, and fintech. Moves with the rate cycle.
Morgan Stanley is classified under the Financials sector. See peers below.
ETFs holding Morgan Stanley
Per SEC N-PORT · 2026-06-30 · by weight · factual
MS on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Financials average
Peers · Financials
MS FAQ
What is Morgan Stanley (MS)?
A global financial institution providing investment banking, wealth management, and institutional securities services. It also expanded its retail-investor base via the E*TRADE acquisition.
What sector is Morgan Stanley in?
Morgan Stanley is classified under Financials. Banks, investment, cards, and fintech. Moves with the rate cycle.
Where can I analyze Morgan Stanley (MS) stock?
On Stocklore you can see MS's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.