MS
Morgan Stanley · Financial Services · Financial - Capital Markets
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.0% · net new positions -4.3% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 181 | -1 | 1.17B | $245.34B | +4 | −6 |
| Q1 2026 | 186 | +2 | 1.17B | $192.54B | +2 | −1 |
| Q4 2025 | 183 | +1 | 1.23B | $217.91B | +2 | — |
| Q3 2025 | 23 | 0 | 537.60M | $85.44B | — | −1 |
| Q2 2025 | 21 | +1 | 452.00M | $63.65B | +1 | — |
| Q1 2025 | 17 | -1 | 217.88M | $25.41B | — | −1 |
| Q4 2024 | 18 | -2 | 229.99M | $28.91B | — | −2 |
| Q3 2024 | 19 | 0 | 121.60M | $12.67B | — | — |
| Q2 2024 | 19 | — | 127.89M | $12.42B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 118.36M | -0.6% | $18.81B | 0.3% | ▼ Trim | 2 | SEC ↗ ×6 |
| 2 | State Street Global Advisors ✦ (passive) | 103.32M | -0.8% | $16.42B | 0.6% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 93.67M | -1.4% | $14.89B | 0.3% | ▼ Trim | 2 | SEC ↗ ×22 |
| 4 | JPMorgan Chase ✦ | 74.83M | — | $11.89B | 0.4% | n/c | 1 | SEC ↗ ×42 |
| 5 | Geode Capital Management ✦ (passive) | 26.54M | -0.4% | $4.20B | 0.3% | ▼ Trim | 6 | SEC ↗ ×2 |
| 6 | Fidelity (FMR) ✦ | 24.80M | +19.1% | $3.94B | 0.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 7 | Fisher Asset Management ✦ | 24.49M | +1.9% | $3.89B | 1.4% | ▲ Add | 6 | SEC ↗ |
| 8 | Wellington Management ✦ | 18.73M | -2.0% | $2.98B | 0.5% | ▼ Trim | 6 | SEC ↗ ×6 |
| 9 | Goldman Sachs Group ✦ | 14.97M | — | $2.38B | 0.3% | n/c | 1 | SEC ↗ ×6 |
| 10 | T. Rowe Price ✦ | 11.55M | -5.5% | $1.84B | 0.2% | ▼ Trim | 6 | SEC ↗ ×2 |
| 11 | Morgan Stanley ✦ | 6.15M | — | $977.64M | 0.1% | n/c | 1 | SEC ↗ ×10 |
| 12 | Capital World Investors ✦ | 5.66M | +0.3% | $899.38M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 13 | Millennium Management ✦ | 3.52M | +589.3% | $559.89M | 0.5% | ▲ Add | 6 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 3.49M | -9.5% | $554.49M | 0.5% | ▼ Trim | 6 | SEC ↗ ×2 |
| 15 | Marshall Wace ✦ | 2.93M | +40.2% | $466.33M | 0.5% | ▲ Add | 6 | SEC ↗ ×3 |
| 16 | Two Sigma Investments ✦ | 1.23M | +150.3% | $196.31M | 0.3% | ▲ Add | 6 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 1.04M | +253.6% | $165.91M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 18 | Adage Capital Partners ✦ | 964.23K | -11.2% | $153.27M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 19 | PRIMECAP Management ✦ | 528.97K | -16.8% | $84.09M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 358.79K | +80.5% | $57.03M | 0.0% | ▲ Add | 6 | SEC ↗ ×6 |
| 21 | Point72 Asset Management ✦ | 306.46K | +626.8% | $48.71M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | GAMCO Investors ✦ | 124.22K | -11.1% | $19.75M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 44.48K | +34.6% | $7.07M | 0.0% | ▲ Add | 6 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $2.23B | was 0.3% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,467 holders, 1.28B shares, $204.45B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
24.1% of class · View original SEC filing ↗
Morgan Stanley topped expectations on the top and bottom lines for the third quarter.
CNBCMorgan Stanley Chairman and CEO Ted Pick joins 'Squawk on the Street' to discuss the firm's latest earnings report, the…
CNBC TelevisionMorgan Stanley saw third quarter profit rise as the firm's equity traders topped analysts' estimates and a record…
Bloomberg Markets and FinanceBank of America reported a lower third-quarter profit, mostly tied to a regulatory settlement charge, while Morgan…
WSJMorgan Stanley profit rises on equity trading strength
Reuters