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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, Q1 2021

Institutional positions in Morgan Stanley as of Mar 31, 2021. 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
1,516
No complete 13F data for Q4 2020
Shares held
1.59B
No complete 13F data for Q4 2020
Total value
$123.7B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,516 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,673 institutionsQ2 2022: 1,607 institutionsQ3 2022: 1,586 institutionsQ4 2022: 1,682 institutionsQ1 2023: 1,674 institutionsQ2 2023: 1,689 institutionsQ3 2023: 1,671 institutionsQ4 2023: 1,761 institutionsQ1 2024: 1,799 institutionsQ2 2024: 1,829 institutionsQ3 2024: 1,875 institutionsQ4 2024: 2,118 institutionsQ1 2025: 2,104 institutionsQ2 2025: 2,209 institutionsQ3 2025: 2,266 institutionsQ4 2025: 2,533 institutionsQ1 2026: 2,514 institutionsQ2 2026: 2,745 institutions
Value heldQ1 2021: $123.7B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.1BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,514$218.1B
Q4 20252,533$239.4B
Q3 20252,266$211.9B
Q2 20252,209$190.6B
Q1 20252,104$159.1B
Q4 20242,118$170.9B
Q3 20241,875$141.1B
Q2 20241,829$131.2B
Q1 20241,799$127.8B
Q4 20231,761$128.3B
Q3 20231,671$112.7B
Q2 20231,689$118.7B
Q1 20231,674$124.1B
Q4 20221,682$120.2B
Q3 20221,586$112.7B
Q2 20221,607$109.6B
Q1 20221,673$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Morgan Stanley.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Mitsubishi Ufj Financial Group Inc377,085,167$29.3B100.00%––
State Street Corp132,338,102$10.3B0.59%––
Vanguard Group Inc121,021,986$9.40B0.25%––
BlackRock Inc.119,362,535$9.27B0.27%––
Price T Rowe Associates Inc68,938,163$5.35B0.54%––
JPMorgan Chase & Co54,991,858$4.27B0.61%––
FMR LLC44,739,191$3.47B0.30%––
Wellington Management Group LLP33,840,038$2.63B0.46%––
Geode Capital Management, LLC23,290,119$1.80B0.28%––
Bank of America Corp21,930,018$1.70B0.20%––
Norges Bank18,577,019$1.44B0.33%––
Ameriprise Financial Inc17,797,571$1.38B0.46%––
Northern Trust Corp17,271,370$1.34B0.25%––
Nuveen Asset Management, LLC16,913,745$1.31B0.42%––
Janus Henderson Group PLC14,006,538$1.09B0.50%––
Bank of New York Mellon Corp13,627,687$1.06B0.22%––
Massachusetts Financial Services Co13,341,552$1.04B0.32%––
Dimensional Fund Advisors LP12,432,431$965.6M0.32%––
Invesco Ltd.12,279,507$953.6M0.25%––
Eagle Capital Management LLC11,903,837$924.5M2.85%––
Primecap Management Co11,635,628$903.6M0.63%––
Fisher Asset Management, LLC9,506,779$738.3M0.52%––
Legal & General Group Plc9,247,805$718.2M0.27%––
Bank of Montreal8,840,944$709.0M0.50%––
Manufacturers Life Insurance Company, The8,978,661$697.3M0.60%––
Royal Bank of Canada8,036,653$624.1M0.19%––
FIL Ltd7,793,670$605.3M0.69%––
Goldman Sachs Group Inc7,696,423$597.7M0.18%––
Charles Schwab Investment Management Inc7,104,988$551.8M0.20%––
UBS Asset Management Americas Inc6,677,523$518.6M0.23%––
GQG Partners LLC6,491,224$504.1M1.84%––
Capital World Investors5,909,875$459.0M0.08%––
Wells Fargo & Company5,873,998$456.2M0.11%––
Franklin Resources Inc5,804,561$450.8M0.18%––
Greenhaven Associates IncSuperinvestorGreenhaven Associates5,694,264$442.2M9.99%––
LSV Asset Management5,431,730$421.8M0.72%––
TD Asset Management Inc5,305,956$412.1M0.46%––
Parametric Portfolio Associates LLC5,251,783$407.9M0.23%––
UBS Group AG4,985,225$387.2M0.17%––
Sumitomo Mitsui Trust Holdings, Inc.4,725,057$366.9M0.23%––
Amundi Asset Management US, Inc.4,660,064$361.9M0.28%––
Barclays PLC4,653,754$361.4M0.35%––
Diamond Hill Capital Management Inc4,579,454$355.6M1.44%––
Ontario Teachers Pension Plan Board4,222,986$328.0M3.65%––
Principal Financial Group Inc3,990,009$309.9M0.22%––
Canada Pension Plan Investment Board3,989,019$309.8M0.40%––
Allianz Asset Management GmbH3,921,949$304.6M0.31%––
Waddell & Reed Financial Inc3,907,137$303.4M0.62%––
New York State Common Retirement Fund3,521,986$273.5M0.30%––
1832 Asset Management L.P.3,416,630$272.0M0.59%––
Alliancebernstein L.P.3,500,317$271.8M0.12%––
Fayez Sarofim & Co3,402,625$264.2M0.97%––
Eaton Vance Management3,380,043$262.5M0.39%––
California Public Employees Retirement System3,362,718$261.1M0.20%––
Pzena Investment Management LLC3,318,998$257.8M1.05%––
Citigroup Inc3,315,931$257.5M0.25%––
Epoch Investment Partners, Inc.3,191,740$247.9M1.16%––
Schroder Investment Management Group3,123,017$242.5M0.32%––
Lord, Abbett & Co. LLC3,057,471$237.4M0.61%––
Cullen Capital Management LLC2,965,112$230.3M2.49%––
Deutsche Bank AG2,845,430$221.0M0.12%––
Agf Investments Inc.2,754,004$213.9M1.69%––
The PNC Financial Services Group, Inc.2,735,973$212.5M0.21%––
Nordea Investment Management AB2,697,868$212.0M0.31%––
Marshall Wace Asia Ltd2,684,669$208.5M4.66%––
California State Teachers Retirement System2,630,944$204.3M0.27%––
Rhumbline Advisers2,572,103$199.8M0.27%––
Credit Suisse AG2,532,356$196.7M0.15%––
Select Equity Group, L.P.2,428,249$188.6M0.69%––
Ninety One UK Ltd2,412,773$187.4M0.53%––
Ensign Peak Advisors, Inc2,355,891$183.0M0.39%––
Prudential Financial Inc2,320,923$180.2M0.27%––
Focused Investors LLC2,307,100$179.2M6.20%––
Samlyn Capital, LLC2,242,094$174.1M2.59%––
Eminence Capital, LP2,233,104$173.4M2.15%––
Harel Insurance Investments & Financial Services Ltd.2,173,058$171.2M3.72%––
DekaBank Deutsche Girozentrale2,089,822$165.2M0.55%––
HSBC Holdings PLC2,092,662$163.8M0.22%––
Millennium Management LLC2,074,036$161.1M0.23%––
Alphinity Investment Management Pty Ltd2,026,317$157.4M7.35%––
Balyasny Asset Management LLC2,019,670$156.8M0.94%––
Citadel Advisors LLC1,970,765$153.0M0.16%––
New York State Teachers Retirement System1,925,914$149.6M0.32%––
KBC Group NV1,913,269$148.6M0.60%––
National Pension Service1,903,660$147.8M0.31%––
Fred Alger Management, LLC1,840,060$142.9M0.37%––
First Trust Advisors LP1,779,871$138.2M0.17%––
State Board of Administration of Florida Retirement System1,775,731$137.9M0.27%––
Fifth Third Bancorp1,679,666$130.4M0.61%––
Westfield Capital Management Co LP1,666,712$129.4M0.80%––
Adage Capital Partners GP, L.L.C.1,666,634$129.4M0.26%––
Russell Investments Group, Ltd.1,664,765$129.3M0.23%––
Great West Life Assurance Co1,667,734$128.9M0.31%––
Artisan Partners Limited Partnership1,652,588$128.3M0.17%––
Crake Asset Management LLP1,613,274$125.3M3.79%––
State of Wisconsin Investment Board1,588,268$123.3M0.26%––
American Century Companies Inc1,575,684$122.4M0.09%––
Mackenzie Financial Corp1,573,654$122.2M0.19%––
Vaughan Nelson Investment Management, L.P.1,556,672$120.9M1.29%––
Natixis Advisors, L.P.1,531,814$119.0M0.62%––