Morgan Stanley
MS- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
In the last 90 days, Morgan Stanley insiders filed 0 open-market purchases and 3 sales; 2,745 institutions reported holding it in 13F filings for Q2 2026, worth $281.7B in total; superinvestors Viking Global Investors and Soros Fund Management hold it.
Other share classesMS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ
13F holders, Q2 2026
Institutional positions in Morgan Stanley as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,745
- +266 vs. Q1 2026
- Shares held
- 1.35B
- +25.6M (+1.9%) vs. Q1 2026
- Total value
- $281.7B
- +$64.4B (+29.6%) vs. Q1 2026
- New holders
- 357
- 1,106 more added
- Sold out
- 91
- 947 more reduced
35 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| Q4 2025 | 2,533 | $239.4B |
| Q3 2025 | 2,266 | $211.9B |
| Q2 2025 | 2,209 | $190.6B |
| Q1 2025 | 2,104 | $159.1B |
| Q4 2024 | 2,118 | $170.9B |
| Q3 2024 | 1,875 | $141.1B |
| Q2 2024 | 1,829 | $131.2B |
| Q1 2024 | 1,799 | $127.8B |
| Q4 2023 | 1,761 | $128.3B |
| Q3 2023 | 1,671 | $112.7B |
| Q2 2023 | 1,689 | $118.7B |
| Q1 2023 | 1,674 | $124.1B |
| Q4 2022 | 1,682 | $120.2B |
| Q3 2022 | 1,586 | $112.7B |
| Q2 2022 | 1,607 | $109.6B |
| Q1 2022 | 1,673 | $129.1B |
| Q4 2021 | 1,716 | $146.9B |
| Q3 2021 | 1,592 | $148.8B |
| Q2 2021 | 1,550 | $143.7B |
| Q1 2021 | 1,516 | $123.7B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $78.8B | 100.00% | 00.0% | Unchanged |
| State Street Corp | 99,560,815 | $20.8B | 0.62% | −1,779,379−1.8% | Reduced |
| BlackRock, Inc. | 94,899,620 | $19.8B | 0.30% | −1,497,269−1.6% | Reduced |
| Vanguard Capital Management LLC | 77,700,641 | $16.2B | 0.35% | −14,4910.0% | Reduced |
| JPMorgan Chase & Co | 44,363,477 | $9.39B | 0.55% | +785,198+1.8% | Added |
| Vanguard Portfolio Management LLC | 30,203,228 | $6.31B | 0.28% | −37,573−0.1% | Reduced |
| Geode Capital Management, LLC | 27,346,327 | $5.69B | 0.30% | −356,347−1.3% | Reduced |
| Fisher Asset Management, LLC | 26,172,995 | $5.47B | 1.63% | +572,927+2.2% | Added |
| FMR LLC | 24,903,987 | $5.21B | 0.23% | +2,173,964+9.6% | Added |
| Price T Rowe Associates Inc | 19,246,850 | $4.02B | 0.40% | +2,232,093+13.1% | Added |
| Capital Research Global Investors | 18,070,606 | $3.78B | 0.53% | −2,200,114−10.9% | Reduced |
| Norges Bank | 17,984,532 | $3.76B | 0.37% | +17,984,532 | New |
| Bank of America Corp | 16,651,161 | $3.48B | 0.22% | +324,485+2.0% | Added |
| Ameriprise Financial Inc | 14,101,563 | $2.95B | 0.60% | +185,073+1.3% | Added |
| Goldman Sachs Group Inc | 13,906,759 | $2.91B | 0.30% | −968,422−6.5% | Reduced |
| Northern Trust Corp | 12,514,426 | $2.62B | 0.30% | −303,635−2.4% | Reduced |
| UBS Asset Management Americas Inc | 11,206,144 | $2.34B | 0.43% | +188,296+1.7% | Added |
| UBS Group AG | 10,529,270 | $2.20B | 0.35% | −1,394,068−11.7% | Reduced |
| Schroder Investment Management Group | 10,226,529 | $2.14B | 1.52% | −18,140−0.2% | Reduced |
| Capital World Investors | 10,170,848 | $2.13B | 0.25% | +8,554,426+529.2% | Added |
| Charles Schwab Investment Management Inc | 9,956,067 | $2.08B | 0.28% | −35,080−0.4% | Reduced |
| Bank of New York Mellon Corp | 9,759,983 | $2.04B | 0.33% | −34,305−0.4% | Reduced |
| Invesco Ltd. | 9,205,421 | $1.92B | 0.15% | +1,358,963+17.3% | Added |
| Massachusetts Financial Services Co | 9,212,711 | $1.92B | 0.61% | −2,537,145−21.6% | Reduced |
| Franklin Resources Inc | 8,358,992 | $1.75B | 0.38% | −816,229−8.9% | Reduced |
| Legal & General Group Plc | 7,494,442 | $1.57B | 0.33% | −800,821−9.7% | Reduced |
| Dimensional Fund Advisors LP | 7,023,920 | $1.47B | 0.27% | −211,836−2.9% | Reduced |
| Vanguard Fiduciary Trust Co | 6,709,499 | $1.40B | 0.31% | −44,190−0.7% | Reduced |
| Royal Bank of Canada | 6,695,389 | $1.40B | 0.24% | −1,228,440−15.5% | Reduced |
| Amundi | 6,692,356 | $1.40B | 0.34% | −288,920−4.1% | Reduced |
| Capital International Investors | 6,284,290 | $1.31B | 0.27% | −873,020−12.2% | Reduced |
| Bank of Montreal | 6,125,821 | $1.28B | 0.47% | −537,471−8.1% | Reduced |
| Morgan Stanley | 6,085,858 | $1.27B | 0.07% | −41,538−0.7% | Reduced |
| Nuveen, LLC | 5,905,402 | $1.23B | 0.29% | +303,511+5.4% | Added |
| Wellington Management Group LLP | 5,129,203 | $1.07B | 0.18% | +471,432+10.1% | Added |
| Boston Partners | 4,685,095 | $984.7M | 0.87% | +255,915+5.8% | Added |
| Marshall Wace, LLP | 4,648,847 | $971.8M | 0.82% | +451,578+10.8% | Added |
| Wells Fargo & Company | 4,469,936 | $934.4M | 0.16% | +138,920+3.2% | Added |
| Voya Investment Management LLC | 4,315,241 | $902.1M | 0.78% | +2,863,206+197.2% | Added |
| Barclays PLC | 4,005,043 | $837.2M | 0.26% | −1,208,811−23.2% | Reduced |
| BNP Paribas Arbitrage, SA | 3,816,630 | $797.8M | 0.42% | +1,041,333+37.5% | Added |
| Jupiter Topco LLC | 3,551,238 | $742.3M | 0.30% | +3,551,238 | New |
| Two Sigma Investments, LP | 3,423,546 | $715.7M | 0.54% | −316,066−8.5% | Reduced |
| HSBC Holdings PLC | 3,280,048 | $686.1M | 0.33% | −86,422−2.6% | Reduced |
| Canada Pension Plan Investment Board | 3,226,681 | $674.5M | 0.37% | +241,705+8.1% | Added |
| Deutsche Bank AG | 3,189,941 | $666.8M | 0.19% | −931,930−22.6% | Reduced |
| Envestnet Asset Management Inc | 3,093,632 | $646.7M | 0.15% | −6,747−0.2% | Reduced |
| National Pension Service | 2,960,629 | $618.9M | 0.40% | +8,212+0.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,884,044 | $602.9M | 0.33% | +197,134+7.3% | Added |
| Principal Financial Group Inc | 2,836,822 | $593.0M | 0.29% | −185,144−6.1% | Reduced |
| Axiom Investors LLC | 2,787,121 | $582.6M | 5.04% | −327,725−10.5% | Reduced |
| Allianz Asset Management GmbH | 2,720,431 | $568.7M | 0.53% | +107,051+4.1% | Added |
| Vanguard Global Advisers, LLC | 2,600,250 | $543.6M | 0.25% | −45,678−1.7% | Reduced |
| Neuberger Berman Group LLC | 2,597,715 | $543.0M | 0.36% | +214,361+9.0% | Added |
| Vanguard Asset Management, Ltd | 2,554,813 | $534.1M | 0.36% | +246,627+10.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,502,924 | $523.2M | 0.30% | −39,272−1.5% | Reduced |
| Citigroup Inc | 2,335,296 | $488.2M | 0.23% | +462,418+24.7% | Added |
| The PNC Financial Services Group, Inc. | 2,272,593 | $475.1M | 0.24% | −139,301−5.8% | Reduced |
| Lord, Abbett & Co. LLC | 2,140,714 | $447.5M | 1.28% | −9,863−0.5% | Reduced |
| California Public Employees Retirement System | 2,115,910 | $442.3M | 0.25% | −306,374−12.6% | Reduced |
| Rhumbline Advisers | 2,093,599 | $437.6M | 0.33% | −55,766−2.6% | Reduced |
| TD Asset Management Inc | 2,073,338 | $433.4M | 0.38% | −58,161−2.7% | Reduced |
| LPL Financial LLC | 2,073,037 | $433.3M | 0.10% | +80,196+4.0% | Added |
| Alliancebernstein L.P. | 2,622,343 | $431.6M | 0.15% | −246,420−8.6% | Reduced |
| Raymond James Financial Inc | 1,969,367 | $411.7M | 0.11% | −1840.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,876,903 | $392.3M | 0.56% | +314,380+20.1% | Added |
| American Century Companies Inc | 1,839,245 | $384.5M | 0.17% | +439,219+31.4% | Added |
| Robeco Institutional Asset Management B.V. | 1,833,588 | $383.3M | 0.47% | +1,079,631+143.2% | Added |
| Ensign Peak Advisors, Inc | 1,808,366 | $378.0M | 0.62% | −42,254−2.3% | Reduced |
| Fifth Third Bancorp | 1,807,355 | $377.8M | 0.61% | +7,593+0.4% | Added |
| California State Teachers Retirement System | 1,790,634 | $374.3M | 0.34% | +1270.0% | Added |
| Thrivent Financial for Lutherans | 1,775,349 | $371.1M | 0.62% | −201,729−10.2% | Reduced |
| KBC Group NV | 1,685,231 | $352.3M | 0.76% | −129,142−7.1% | Reduced |
| Stifel Financial Corp | 1,652,591 | $345.5M | 0.29% | +14,071+0.9% | Added |
| FIL Ltd | 1,644,681 | $343.8M | 0.25% | +145,987+9.7% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,622,593 | $339.2M | 0.97% | +1,622,593 | New |
| Fayez Sarofim & Co | 1,573,250 | $328.9M | 0.77% | −61,787−3.8% | Reduced |
| CI Private Wealth, LLC | 1,528,373 | $319.5M | 0.44% | −157,621−9.3% | Reduced |
| Public Employees Retirement Association of Colorado | 1,444,027 | $301.9M | 1.04% | −57,104−3.8% | Reduced |
| New York State Common Retirement Fund | 1,438,355 | $300.7M | 0.38% | −99,000−6.4% | Reduced |
| Qube Research & Technologies Ltd | 1,424,082 | $297.7M | 0.33% | +349,748+32.6% | Added |
| Cullen Capital Management LLC | 1,413,521 | $295.5M | 2.91% | −20,044−1.4% | Reduced |
| HighTower Advisors, LLC | 1,409,310 | $289.5M | 0.28% | +77,327+5.8% | Added |
| Winslow Capital Management, LLC | 1,372,032 | $286.8M | 0.99% | +406,593+42.1% | Added |
| Acadian Asset Management LLC | 1,360,434 | $284.4M | 0.34% | −21,859−1.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,328,385 | $277.7M | 0.53% | +736,736+124.5% | Added |
| Natixis Advisors, L.P. | 1,287,190 | $269.1M | 0.30% | +225,092+21.2% | Added |
| SG Americas Securities, LLC | 1,278,356 | $267.2M | 0.15% | +1,053,137+467.6% | Added |
| Prudential Financial Inc | 1,267,462 | $265.0M | 0.29% | −548,354−30.2% | Reduced |
| Bessemer Group Inc | 1,227,982 | $256.7M | 0.35% | +490,150+66.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,225,291 | $256.1M | 1.24% | +1,224,380+134,399.6% | Added |
| Commerce Bank | 1,219,953 | $255.0M | 1.12% | −66,058−5.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,190,383 | $249.6M | 0.67% | +726,155+156.4% | Added |
| Hamlin Capital Management, LLC | 1,178,300 | $246.3M | 5.54% | −110,420−8.6% | Reduced |
| Manufacturers Life Insurance Company, The | 1,129,349 | $236.1M | 0.18% | −97,774−8.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,122,424 | $232.5M | 0.36% | −1770.0% | Reduced |
| SEI Investments Co | 1,110,058 | $232.0M | 0.20% | −300,235−21.3% | Reduced |
| Focused Investors LLC | 1,104,050 | $230.8M | 7.79% | −124,300−10.1% | Reduced |
| Russell Investments Group, Ltd. | 1,100,822 | $230.7M | 0.20% | +49,245+4.7% | Added |
| Evercore Wealth Management, LLC | 1,088,168 | $227.5M | 3.22% | −89,225−7.6% | Reduced |