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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: 1,672 institutionsQ2 2022: 1,606 institutionsQ3 2022: 1,585 institutionsQ4 2022: 1,681 institutionsQ1 2023: 1,673 institutionsQ2 2023: 1,688 institutionsQ3 2023: 1,670 institutionsQ4 2023: 1,760 institutionsQ1 2024: 1,798 institutionsQ2 2024: 1,828 institutionsQ3 2024: 1,874 institutionsQ4 2024: 2,117 institutionsQ1 2025: 2,103 institutionsQ2 2025: 2,208 institutionsQ3 2025: 2,265 institutionsQ4 2025: 2,532 institutionsQ1 2026: 2,513 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: $218.0BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,513$218.0B
Q4 20252,532$239.4B
Q3 20252,265$211.9B
Q2 20252,208$190.6B
Q1 20252,103$159.1B
Q4 20242,117$170.9B
Q3 20241,874$141.1B
Q2 20241,828$131.2B
Q1 20241,798$127.8B
Q4 20231,760$128.3B
Q3 20231,670$112.7B
Q2 20231,688$118.7B
Q1 20231,673$124.1B
Q4 20221,681$120.2B
Q3 20221,585$112.7B
Q2 20221,606$109.6B
Q1 20221,672$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
Toronto Dominion Bank1,282,582$99.6M0.18%––
Evercore Wealth Management, LLC1,291,802$100.3M1.99%––
Robeco Institutional Asset Management B.V.1,300,690$101.0M0.25%––
Sound Shore Management Inc1,301,417$101.1M2.95%––
Factory Mutual Insurance Co1,318,051$102.4M1.31%––
Panagora Asset Management Inc1,338,371$103.9M0.58%––
Envestnet Asset Management Inc1,378,779$107.1M0.07%––
Kiltearn Partners LLP1,384,666$107.5M4.11%––
Zurich Insurance Group Ltd1,394,065$108.3M1.55%––
Railway Pension Investments Ltd1,430,622$111.1M1.03%––
Neuberger Berman Group LLC1,446,443$111.7M0.11%––
Susquehanna International Group, LLP1,445,838$112.3M0.15%––
Atalanta Sosnoff Capital, LLC1,504,569$116.8M2.89%––
Thrivent Financial for Lutherans1,510,315$117.3M0.26%––
Commerce Bank1,531,596$118.9M0.90%––
Natixis Advisors, L.P.1,531,814$119.0M0.62%––
Vaughan Nelson Investment Management, L.P.1,556,672$120.9M1.29%––
Mackenzie Financial Corp1,573,654$122.2M0.19%––
American Century Companies Inc1,575,684$122.4M0.09%––
State of Wisconsin Investment Board1,588,268$123.3M0.26%––
Crake Asset Management LLP1,613,274$125.3M3.79%––
Artisan Partners Limited Partnership1,652,588$128.3M0.17%––
Great West Life Assurance Co1,667,734$128.9M0.31%––
Russell Investments Group, Ltd.1,664,765$129.3M0.23%––
Adage Capital Partners GP, L.L.C.1,666,634$129.4M0.26%––
Westfield Capital Management Co LP1,666,712$129.4M0.80%––
Fifth Third Bancorp1,679,666$130.4M0.61%––
State Board of Administration of Florida Retirement System1,775,731$137.9M0.27%––
First Trust Advisors LP1,779,871$138.2M0.17%––
Fred Alger Management, LLC1,840,060$142.9M0.37%––
National Pension Service1,903,660$147.8M0.31%––
KBC Group NV1,913,269$148.6M0.60%––
New York State Teachers Retirement System1,925,914$149.6M0.32%––
Citadel Advisors LLC1,970,765$153.0M0.16%––
Balyasny Asset Management LLC2,019,670$156.8M0.94%––
Alphinity Investment Management Pty Ltd2,026,317$157.4M7.35%––
Millennium Management LLC2,074,036$161.1M0.23%––
HSBC Holdings PLC2,092,662$163.8M0.22%––
DekaBank Deutsche Girozentrale2,089,822$165.2M0.55%––
Harel Insurance Investments & Financial Services Ltd.2,173,058$171.2M3.72%––
Eminence Capital, LP2,233,104$173.4M2.15%––
Samlyn Capital, LLC2,242,094$174.1M2.59%––
Focused Investors LLC2,307,100$179.2M6.20%––
Prudential Financial Inc2,320,923$180.2M0.27%––
Ensign Peak Advisors, Inc2,355,891$183.0M0.39%––
Ninety One UK Ltd2,412,773$187.4M0.53%––
Select Equity Group, L.P.2,428,249$188.6M0.69%––
Credit Suisse AG2,532,356$196.7M0.15%––
Rhumbline Advisers2,572,103$199.8M0.27%––
California State Teachers Retirement System2,630,944$204.3M0.27%––
Marshall Wace Asia Ltd2,684,669$208.5M4.66%––
Nordea Investment Management AB2,697,868$212.0M0.31%––
The PNC Financial Services Group, Inc.2,735,973$212.5M0.21%––
Agf Investments Inc.2,754,004$213.9M1.69%––
Deutsche Bank AG2,845,430$221.0M0.12%––
Cullen Capital Management LLC2,965,112$230.3M2.49%––
Lord, Abbett & Co. LLC3,057,471$237.4M0.61%––
Schroder Investment Management Group3,123,017$242.5M0.32%––
Epoch Investment Partners, Inc.3,191,740$247.9M1.16%––
Citigroup Inc3,315,931$257.5M0.25%––
Pzena Investment Management LLC3,318,998$257.8M1.05%––
California Public Employees Retirement System3,362,718$261.1M0.20%––
Eaton Vance Management3,380,043$262.5M0.39%––
Fayez Sarofim & Co3,402,625$264.2M0.97%––
Alliancebernstein L.P.3,500,317$271.8M0.12%––
1832 Asset Management L.P.3,416,630$272.0M0.59%––
New York State Common Retirement Fund3,521,986$273.5M0.30%––
Waddell & Reed Financial Inc3,907,137$303.4M0.62%––
Allianz Asset Management GmbH3,921,949$304.6M0.31%––
Canada Pension Plan Investment Board3,989,019$309.8M0.40%––
Principal Financial Group Inc3,990,009$309.9M0.22%––
Ontario Teachers Pension Plan Board4,222,986$328.0M3.65%––
Diamond Hill Capital Management Inc4,579,454$355.6M1.44%––
Barclays PLC4,653,754$361.4M0.35%––
Amundi Asset Management US, Inc.4,660,064$361.9M0.28%––
Sumitomo Mitsui Trust Holdings, Inc.4,725,057$366.9M0.23%––
UBS Group AG4,985,225$387.2M0.17%––
Parametric Portfolio Associates LLC5,251,783$407.9M0.23%––
TD Asset Management Inc5,305,956$412.1M0.46%––
LSV Asset Management5,431,730$421.8M0.72%––
Greenhaven Associates IncSuperinvestorGreenhaven Associates5,694,264$442.2M9.99%––
Franklin Resources Inc5,804,561$450.8M0.18%––
Wells Fargo & Company5,873,998$456.2M0.11%––
Capital World Investors5,909,875$459.0M0.08%––
GQG Partners LLC6,491,224$504.1M1.84%––
UBS Asset Management Americas Inc6,677,523$518.6M0.23%––
Charles Schwab Investment Management Inc7,104,988$551.8M0.20%––
Goldman Sachs Group Inc7,696,423$597.7M0.18%––
FIL Ltd7,793,670$605.3M0.69%––
Royal Bank of Canada8,036,653$624.1M0.19%––
Manufacturers Life Insurance Company, The8,978,661$697.3M0.60%––
Bank of Montreal8,840,944$709.0M0.50%––
Legal & General Group Plc9,247,805$718.2M0.27%––
Fisher Asset Management, LLC9,506,779$738.3M0.52%––
Primecap Management Co11,635,628$903.6M0.63%––
Eagle Capital Management LLC11,903,837$924.5M2.85%––
Invesco Ltd.12,279,507$953.6M0.25%––
Dimensional Fund Advisors LP12,432,431$965.6M0.32%––
Massachusetts Financial Services Co13,341,552$1.04B0.32%––
Bank of New York Mellon Corp13,627,687$1.06B0.22%––