Morgan Stanley

Exchange: NYSE
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000895421

SEC filings (opens in a new tab)

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.PA MS.PE MS.PF MS.PI MS.PK MS.PL MS.PO MS.PP MS.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

Value heldQ1 2021: $123.7B

Institutions holding MS and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,745	$281.7B
Q1 2026	2,513	$218.0B
Q4 2025	2,532	$239.4B
Q3 2025	2,265	$211.9B
Q2 2025	2,208	$190.6B
Q1 2025	2,103	$159.1B
Q4 2024	2,117	$170.9B
Q3 2024	1,874	$141.1B
Q2 2024	1,828	$131.2B
Q1 2024	1,798	$127.8B
Q4 2023	1,760	$128.3B
Q3 2023	1,670	$112.7B
Q2 2023	1,688	$118.7B
Q1 2023	1,673	$124.1B
Q4 2022	1,681	$120.2B
Q3 2022	1,585	$112.7B
Q2 2022	1,606	$109.6B
Q1 2022	1,672	$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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Zurcher Kantonalbank (Zurich Cantonalbank)	393,408	$30.6M	0.18%	–	–
Umb Bank N A	395,411	$30.7M	0.75%	–	–
Arizona State Retirement System	396,458	$30.8M	0.27%	–	–
Tweedy, Browne Co LLC	403,620	$31.3M	0.91%	–	–
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	407,130	$31.6M	0.21%	–	–
CIBC World Markets Inc.	408,068	$31.7M	0.10%	–	–
Candriam Luxembourg S.C.A.	445,180	$31.8M	0.27%	–	–
Nomura Asset Management Co Ltd	410,939	$31.9M	0.20%	–	–
LPL Financial LLC	412,890	$32.1M	0.04%	–	–
Adams Diversified Equity Fund, Inc.	413,800	$32.1M	1.37%	–	–
Laurion Capital Management LP	422,657	$32.8M	0.45%	–	–
Natixis Investment Managers International	422,905	$32.8M	2.25%	–	–
Employees Retirement System of Texas	423,000	$32.9M	0.42%	–	–
Deroy & Devereaux Private Investment Counsel Inc	424,031	$32.9M	2.60%	–	–
Dana Investment Advisors, Inc.	432,946	$33.6M	1.56%	–	–
Point72 Asset Management, L.P.	433,400	$33.7M	0.17%	–	–
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	433,609	$33.7M	0.31%	–	–
HighTower Advisors, LLC	436,467	$33.8M	0.11%	–	–
Cubist Systematic Strategies, LLC	437,277	$34.0M	0.43%	–	–
Banco Bilbao Vizcaya Argentaria, S.A.	439,965	$34.0M	0.67%	–	–
Brandywine Global Investment Management, LLC	447,702	$34.8M	0.26%	–	–
Qube Research & Technologies Ltd	468,111	$36.4M	0.60%	–	–
Avalon Investment & Advisory	473,252	$36.8M	0.84%	–	–
NN Investment Partners Holdings N.V.	473,737	$36.8M	0.22%	–	–
Natixis	493,256	$38.3M	0.13%	–	–
Royal London Asset Management Ltd	498,877	$38.8M	0.18%	–	–
Employees Provident Fund Board	500,000	$38.8M	0.66%	–	–
E. Ohman J:or Asset Management AB	509,027	$39.5M	1.43%	–	–
Squarepoint Ops LLC	512,511	$39.8M	0.37%	–	–
Ferguson Wellman Capital Management, Inc	513,816	$39.9M	1.39%	–	–
American International Group, Inc.	516,926	$40.1M	0.16%	–	–
AMP Capital Investors Ltd	516,823	$40.3M	0.20%	–	–
SEI Investments Co	534,360	$40.8M	0.10%	–	–
Bridgewater Associates, LP	532,547	$41.4M	0.36%	–	–
Aviva PLC	544,498	$42.3M	0.21%	–	–
Clearbridge Investments, LLC	546,759	$42.5M	0.03%	–	–
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	561,721	$43.6M	0.18%	–	–
Phoenix Holdings Ltd.	577,622	$44.9M	1.01%	–	–
Bridger Management, LLC	584,092	$45.4M	4.24%	–	–
Woodley Farra Manion Portfolio Management Inc	584,292	$45.4M	3.79%	–	–
Loomis Sayles & Co L P	586,507	$45.5M	0.06%	–	–
Oppenheimer Asset Management Inc.	589,707	$45.8M	0.71%	–	–
Treasurer of the State of North Carolina	591,642	$45.9M	0.29%	–	–
Gateway Investment Advisers LLC	601,856	$46.7M	0.51%	–	–
Nisa Investment Advisors, LLC	603,140	$46.8M	0.30%	–	–
LGT Capital Partners Ltd.	624,330	$48.5M	1.59%	–	–
Skandinaviska Enskilda Banken AB (publ)	642,243	$50.0M	0.33%	–	–
Voya Investment Management LLC	648,354	$50.4M	0.10%	–	–
Payden & Rygel	659,400	$51.2M	2.38%	–	–
Tredje AP-fonden	664,901	$51.6M	1.24%	–	–
Cookson Peirce & Co Inc	675,537	$52.5M	3.44%	–	–
Todd Asset Management LLC	679,926	$52.8M	1.24%	–	–
STRS Ohio	681,558	$52.9M	0.20%	–	–
Standard Life Aberdeen plc	682,604	$53.0M	0.12%	–	–
M&T Bank Corp	691,537	$53.7M	0.23%	–	–
Gabelli Funds LLC	695,584	$54.0M	0.36%	–	–
O'Shaughnessy Asset Management, LLC	699,929	$54.4M	1.20%	–	–
Clal Insurance Enterprises Holdings Ltd	712,500	$55.3M	0.64%	–	–
Rafferty Asset Management, LLC	716,502	$55.6M	0.39%	–	–
Teachers Retirement System of the State of Kentucky	716,699	$55.7M	0.55%	–	–
Lazard Freres Gestion S.A.S.	843,382	$55.7M	1.94%	–	–
Swedbank AB	725,116	$56.3M	0.12%	–	–
Teacher Retirement System of Texas	741,895	$57.6M	0.32%	–	–
Asset Management One Co.,Ltd.	746,615	$58.0M	0.23%	–	–
Fullerton Fund Management Co Ltd.	752,483	$58.4M	4.50%	–	–
CIBC World Markets Corp	755,582	$58.7M	0.38%	–	–
RNC Capital Management LLC	762,382	$59.2M	3.34%	–	–
Capital Research Global Investors	766,739	$59.5M	0.01%	–	–
Calamos Advisors LLC	787,277	$61.1M	0.36%	–	–
State of New Jersey Common Pension Fund D	801,546	$62.2M	0.22%	–	–
RBF Capital, LLC	813,432	$63.2M	3.96%	–	–
Aristotle Capital Management, LLC	831,191	$64.5M	0.13%	–	–
Storebrand Asset Management AS	840,896	$65.3M	0.35%	–	–
DnB Asset Management AS	850,296	$66.0M	0.48%	–	–
Artemis Investment Management LLP	851,183	$66.1M	0.63%	–	–
Winslow Capital Management, LLC	894,121	$69.4M	0.29%	–	–
Public Sector Pension Investment Board	902,410	$70.1M	0.47%	–	–
Pictet Asset Management Ltd	902,503	$70.1M	0.08%	–	–
Putnam Investments LLC	922,364	$71.6M	0.12%	–	–
Jupiter Asset Management Ltd	923,917	$71.8M	0.71%	–	–
Mitsubishi UFJ Trust & Banking Corp	987,350	$74.8M	0.17%	–	–
Truist Financial Corp	984,972	$76.5M	0.13%	–	–
Victory Capital Management Inc	985,369	$76.5M	0.08%	–	–
Holocene Advisors, LP	985,779	$76.6M	0.49%	–	–
Prudential PLC	995,675	$77.3M	0.54%	–	–
Public Employees Retirement System of Ohio	1,005,268	$78.1M	0.31%	–	–
Chevy Chase Trust Holdings, Inc.	1,012,486	$78.6M	0.28%	–	–
Sadoff Investment Management LLC	1,024,174	$79.5M	5.57%	–	–
Junto Capital Management LP	1,034,969	$80.4M	2.89%	–	–
Bank of Nova Scotia	1,082,399	$84.0M	0.17%	–	–
Migdal Insurance & Financial Holdings Ltd.	1,103,406	$85.7M	0.86%	–	–
Clark Capital Management Group, Inc.	1,158,395	$90.0M	1.37%	–	–
Douglas Lane & Associates, LLC	1,159,230	$90.0M	1.40%	–	–
BNP Paribas Arbitrage, SA	1,175,346	$91.3M	0.20%	–	–
First Republic Investment Management, Inc.	1,176,074	$91.3M	0.30%	–	–
Raymond James & Associates	1,181,268	$91.7M	0.09%	–	–
Retirement Systems of Alabama	1,202,823	$93.4M	0.35%	–	–
Stifel Financial Corp	1,207,510	$93.8M	0.15%	–	–
State of Tennessee, Treasury Department	1,246,939	$96.8M	0.40%	–	–
Korea Investment CORP	1,260,834	$97.9M	0.31%	–	–