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	2,514	$218.0B
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, 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
Commerce Bank	1,531,596	$118.9M	0.90%	–	–
Thrivent Financial for Lutherans	1,510,315	$117.3M	0.26%	–	–
Atalanta Sosnoff Capital, LLC	1,504,569	$116.8M	2.89%	–	–
Susquehanna International Group, LLP	1,445,838	$112.3M	0.15%	–	–
Neuberger Berman Group LLC	1,446,443	$111.7M	0.11%	–	–
Railway Pension Investments Ltd	1,430,622	$111.1M	1.03%	–	–
Zurich Insurance Group Ltd	1,394,065	$108.3M	1.55%	–	–
Kiltearn Partners LLP	1,384,666	$107.5M	4.11%	–	–
Envestnet Asset Management Inc	1,378,779	$107.1M	0.07%	–	–
Panagora Asset Management Inc	1,338,371	$103.9M	0.58%	–	–
Factory Mutual Insurance Co	1,318,051	$102.4M	1.31%	–	–
Sound Shore Management Inc	1,301,417	$101.1M	2.95%	–	–
Robeco Institutional Asset Management B.V.	1,300,690	$101.0M	0.25%	–	–
Evercore Wealth Management, LLC	1,291,802	$100.3M	1.99%	–	–
Toronto Dominion Bank	1,282,582	$99.6M	0.18%	–	–
Korea Investment CORP	1,260,834	$97.9M	0.31%	–	–
State of Tennessee, Treasury Department	1,246,939	$96.8M	0.40%	–	–
Stifel Financial Corp	1,207,510	$93.8M	0.15%	–	–
Retirement Systems of Alabama	1,202,823	$93.4M	0.35%	–	–
Raymond James & Associates	1,181,268	$91.7M	0.09%	–	–
First Republic Investment Management, Inc.	1,176,074	$91.3M	0.30%	–	–
BNP Paribas Arbitrage, SA	1,175,346	$91.3M	0.20%	–	–
Douglas Lane & Associates, LLC	1,159,230	$90.0M	1.40%	–	–
Clark Capital Management Group, Inc.	1,158,395	$90.0M	1.37%	–	–
Migdal Insurance & Financial Holdings Ltd.	1,103,406	$85.7M	0.86%	–	–
Bank of Nova Scotia	1,082,399	$84.0M	0.17%	–	–
Junto Capital Management LP	1,034,969	$80.4M	2.89%	–	–
Sadoff Investment Management LLC	1,024,174	$79.5M	5.57%	–	–
Chevy Chase Trust Holdings, Inc.	1,012,486	$78.6M	0.28%	–	–
Public Employees Retirement System of Ohio	1,005,268	$78.1M	0.31%	–	–
Prudential PLC	995,675	$77.3M	0.54%	–	–
Holocene Advisors, LP	985,779	$76.6M	0.49%	–	–
Victory Capital Management Inc	985,369	$76.5M	0.08%	–	–
Truist Financial Corp	984,972	$76.5M	0.13%	–	–
Mitsubishi UFJ Trust & Banking Corp	987,350	$74.8M	0.17%	–	–
Jupiter Asset Management Ltd	923,917	$71.8M	0.71%	–	–
Putnam Investments LLC	922,364	$71.6M	0.12%	–	–
Pictet Asset Management Ltd	902,503	$70.1M	0.08%	–	–
Public Sector Pension Investment Board	902,410	$70.1M	0.47%	–	–
Winslow Capital Management, LLC	894,121	$69.4M	0.29%	–	–
Artemis Investment Management LLP	851,183	$66.1M	0.63%	–	–
DnB Asset Management AS	850,296	$66.0M	0.48%	–	–
Storebrand Asset Management AS	840,896	$65.3M	0.35%	–	–
Aristotle Capital Management, LLC	831,191	$64.5M	0.13%	–	–
RBF Capital, LLC	813,432	$63.2M	3.96%	–	–
State of New Jersey Common Pension Fund D	801,546	$62.2M	0.22%	–	–
Calamos Advisors LLC	787,277	$61.1M	0.36%	–	–
Capital Research Global Investors	766,739	$59.5M	0.01%	–	–
RNC Capital Management LLC	762,382	$59.2M	3.34%	–	–
CIBC World Markets Corp	755,582	$58.7M	0.38%	–	–
Fullerton Fund Management Co Ltd.	752,483	$58.4M	4.50%	–	–
Asset Management One Co.,Ltd.	746,615	$58.0M	0.23%	–	–
Teacher Retirement System of Texas	741,895	$57.6M	0.32%	–	–
Swedbank AB	725,116	$56.3M	0.12%	–	–
Lazard Freres Gestion S.A.S.	843,382	$55.7M	1.94%	–	–
Teachers Retirement System of the State of Kentucky	716,699	$55.7M	0.55%	–	–
Rafferty Asset Management, LLC	716,502	$55.6M	0.39%	–	–
Clal Insurance Enterprises Holdings Ltd	712,500	$55.3M	0.64%	–	–
O'Shaughnessy Asset Management, LLC	699,929	$54.4M	1.20%	–	–
Gabelli Funds LLC	695,584	$54.0M	0.36%	–	–
M&T Bank Corp	691,537	$53.7M	0.23%	–	–
Standard Life Aberdeen plc	682,604	$53.0M	0.12%	–	–
STRS Ohio	681,558	$52.9M	0.20%	–	–
Todd Asset Management LLC	679,926	$52.8M	1.24%	–	–
Cookson Peirce & Co Inc	675,537	$52.5M	3.44%	–	–
Tredje AP-fonden	664,901	$51.6M	1.24%	–	–
Payden & Rygel	659,400	$51.2M	2.38%	–	–
Voya Investment Management LLC	648,354	$50.4M	0.10%	–	–
Skandinaviska Enskilda Banken AB (publ)	642,243	$50.0M	0.33%	–	–
LGT Capital Partners Ltd.	624,330	$48.5M	1.59%	–	–
Nisa Investment Advisors, LLC	603,140	$46.8M	0.30%	–	–
Gateway Investment Advisers LLC	601,856	$46.7M	0.51%	–	–
Treasurer of the State of North Carolina	591,642	$45.9M	0.29%	–	–
Oppenheimer Asset Management Inc.	589,707	$45.8M	0.71%	–	–
Loomis Sayles & Co L P	586,507	$45.5M	0.06%	–	–
Woodley Farra Manion Portfolio Management Inc	584,292	$45.4M	3.79%	–	–
Bridger Management, LLC	584,092	$45.4M	4.24%	–	–
Phoenix Holdings Ltd.	577,622	$44.9M	1.01%	–	–
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	561,721	$43.6M	0.18%	–	–
Clearbridge Investments, LLC	546,759	$42.5M	0.03%	–	–
Aviva PLC	544,498	$42.3M	0.21%	–	–
Bridgewater Associates, LP	532,547	$41.4M	0.36%	–	–
SEI Investments Co	534,360	$40.8M	0.10%	–	–
AMP Capital Investors Ltd	516,823	$40.3M	0.20%	–	–
American International Group, Inc.	516,926	$40.1M	0.16%	–	–
Ferguson Wellman Capital Management, Inc	513,816	$39.9M	1.39%	–	–
Squarepoint Ops LLC	512,511	$39.8M	0.37%	–	–
E. Ohman J:or Asset Management AB	509,027	$39.5M	1.43%	–	–
Employees Provident Fund Board	500,000	$38.8M	0.66%	–	–
Royal London Asset Management Ltd	498,877	$38.8M	0.18%	–	–
Natixis	493,256	$38.3M	0.13%	–	–
NN Investment Partners Holdings N.V.	473,737	$36.8M	0.22%	–	–
Avalon Investment & Advisory	473,252	$36.8M	0.84%	–	–
Qube Research & Technologies Ltd	468,111	$36.4M	0.60%	–	–
Brandywine Global Investment Management, LLC	447,702	$34.8M	0.26%	–	–
Banco Bilbao Vizcaya Argentaria, S.A.	439,965	$34.0M	0.67%	–	–
Cubist Systematic Strategies, LLC	437,277	$34.0M	0.43%	–	–
HighTower Advisors, LLC	436,467	$33.8M	0.11%	–	–
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	433,609	$33.7M	0.31%	–	–
Point72 Asset Management, L.P.	433,400	$33.7M	0.17%	–	–