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 2021
Institutional positions in Morgan Stanley as of Jun 30, 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
- 1,550
- +51 vs. Q1 2021
- Shares held
- 1.57B
- −15.8M (−1.0%) vs. Q1 2021
- Total value
- $143.7B
- +$20.7B (+16.9%) vs. Q1 2021
- New holders
- 146
- 585 more added
- Sold out
- 95
- 609 more reduced
17 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $34.6B | 100.00% | 00.0% | Unchanged |
| State Street Corp | 129,694,032 | $11.9B | 0.63% | −2,644,070−2.0% | Reduced |
| Vanguard Group Inc | 120,629,590 | $11.1B | 0.28% | −392,396−0.3% | Reduced |
| BlackRock Inc. | 120,525,147 | $11.1B | 0.31% | +1,162,612+1.0% | Added |
| Price T Rowe Associates Inc | 58,330,109 | $5.35B | 0.50% | −10,608,054−15.4% | Reduced |
| JPMorgan Chase & Co | 52,827,699 | $4.84B | 0.62% | −2,164,159−3.9% | Reduced |
| FMR LLC | 44,588,710 | $4.09B | 0.32% | −150,481−0.3% | Reduced |
| Wellington Management Group LLP | 38,217,536 | $3.50B | 0.58% | +4,377,498+12.9% | Added |
| Geode Capital Management, LLC | 24,120,241 | $2.21B | 0.30% | +830,122+3.6% | Added |
| Bank of America Corp | 21,975,137 | $2.01B | 0.23% | +45,119+0.2% | Added |
| Norges Bank | 18,567,236 | $1.70B | 0.37% | −9,783−0.1% | Reduced |
| Massachusetts Financial Services Co | 18,320,677 | $1.68B | 0.49% | +4,979,125+37.3% | Added |
| Nuveen Asset Management, LLC | 17,688,645 | $1.62B | 0.48% | +774,900+4.6% | Added |
| Ameriprise Financial Inc | 17,466,789 | $1.60B | 0.50% | −330,782−1.9% | Reduced |
| Northern Trust Corp | 16,786,726 | $1.54B | 0.27% | −484,644−2.8% | Reduced |
| Eagle Capital Management LLC | 15,489,899 | $1.42B | 4.05% | +3,586,062+30.1% | Added |
| Janus Henderson Group PLC | 13,976,450 | $1.28B | 0.55% | −30,088−0.2% | Reduced |
| Bank of New York Mellon Corp | 12,904,005 | $1.18B | 0.23% | −723,682−5.3% | Reduced |
| Dimensional Fund Advisors LP | 11,598,643 | $1.06B | 0.34% | −833,788−6.7% | Reduced |
| Invesco Ltd. | 11,357,500 | $1.04B | 0.26% | −922,007−7.5% | Reduced |
| Bank of Montreal | 10,864,798 | $985.3M | 0.51% | +2,023,854+22.9% | Added |
| Primecap Management Co | 10,043,973 | $920.9M | 0.62% | −1,591,655−13.7% | Reduced |
| Fisher Asset Management, LLC | 9,742,297 | $893.3M | 0.56% | +235,518+2.5% | Added |
| Legal & General Group Plc | 9,438,462 | $865.4M | 0.29% | +190,657+2.1% | Added |
| Manufacturers Life Insurance Company, The | 9,330,477 | $855.5M | 0.69% | +351,816+3.9% | Added |
| Franklin Resources Inc | 7,650,501 | $701.5M | 0.27% | +1,845,940+31.8% | Added |
| Goldman Sachs Group Inc | 7,508,566 | $688.5M | 0.19% | −187,857−2.4% | Reduced |
| FIL Ltd | 7,391,094 | $677.7M | 0.73% | −402,576−5.2% | Reduced |
| GQG Partners LLC | 7,230,753 | $662.8M | 1.95% | +739,529+11.4% | Added |
| Charles Schwab Investment Management Inc | 7,161,130 | $656.6M | 0.22% | +56,142+0.8% | Added |
| Canada Pension Plan Investment Board | 5,802,536 | $532.0M | 0.64% | +1,813,517+45.5% | Added |
| UBS Asset Management Americas Inc | 5,642,670 | $517.4M | 0.22% | −1,034,853−15.5% | Reduced |
| UBS Group AG | 5,566,807 | $510.4M | 0.21% | +581,582+11.7% | Added |
| Wells Fargo & Company | 5,514,629 | $505.6M | 0.11% | −359,369−6.1% | Reduced |
| TD Asset Management Inc | 5,025,486 | $482.3M | 0.49% | −280,470−5.3% | Reduced |
| Parametric Portfolio Associates LLC | 5,171,475 | $474.2M | 0.27% | −80,308−1.5% | Reduced |
| LSV Asset Management | 5,160,200 | $473.1M | 0.80% | −271,530−5.0% | Reduced |
| Royal Bank of Canada | 5,087,810 | $466.5M | 0.13% | −2,948,843−36.7% | Reduced |
| Capital World Investors | 4,915,747 | $450.7M | 0.08% | −994,128−16.8% | Reduced |
| Credit Suisse AG | 4,510,769 | $408.9M | 0.32% | +1,978,413+78.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,453,269 | $408.3M | 0.24% | −271,788−5.8% | Reduced |
| Allianz Asset Management GmbH | 4,336,777 | $397.6M | 0.36% | +414,828+10.6% | Added |
| Barclays PLC | 4,298,952 | $394.2M | 0.32% | −354,802−7.6% | Reduced |
| Macquarie Group Ltd | 3,959,834 | $363.1M | 0.30% | +3,745,744+1,749.6% | Added |
| Ontario Teachers Pension Plan Board | 3,935,969 | $360.9M | 4.53% | −287,017−6.8% | Reduced |
| Diamond Hill Capital Management Inc | 3,784,051 | $347.0M | 1.32% | −795,403−17.4% | Reduced |
| Principal Financial Group Inc | 3,735,301 | $342.5M | 0.22% | −254,708−6.4% | Reduced |
| Amundi | 3,701,677 | $339.4M | 0.24% | +3,701,677 | New |
| Alliancebernstein L.P. | 3,696,887 | $339.0M | 0.14% | +196,570+5.6% | Added |
| New York State Common Retirement Fund | 3,675,739 | $337.0M | 0.35% | +153,753+4.4% | Added |
| Deutsche Bank AG | 3,667,549 | $336.3M | 0.16% | +822,119+28.9% | Added |
| Prudential Financial Inc | 3,506,144 | $321.5M | 0.44% | +1,185,221+51.1% | Added |
| Fayez Sarofim & Co | 3,408,429 | $312.5M | 1.05% | +5,804+0.2% | Added |
| Lord, Abbett & Co. LLC | 3,292,356 | $301.9M | 0.73% | +234,885+7.7% | Added |
| Schroder Investment Management Group | 3,251,570 | $298.1M | 0.37% | +128,553+4.1% | Added |
| Citigroup Inc | 3,217,007 | $295.0M | 0.26% | −98,924−3.0% | Reduced |
| California Public Employees Retirement System | 3,135,631 | $287.5M | 0.22% | −227,087−6.8% | Reduced |
| Millennium Management LLC | 3,026,109 | $277.5M | 0.36% | +952,073+45.9% | Added |
| Agf Investments Inc. | 2,989,228 | $274.1M | 2.05% | +235,224+8.5% | Added |
| Cullen Capital Management LLC | 2,950,689 | $270.5M | 2.62% | −14,423−0.5% | Reduced |
| Eaton Vance Management | 2,917,264 | $267.5M | 0.36% | −462,779−13.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,784,125 | $255.3M | 0.23% | +48,152+1.8% | Added |
| Nordea Investment Management AB | 2,757,265 | $252.8M | 0.34% | +59,397+2.2% | Added |
| California State Teachers Retirement System | 2,525,249 | $231.5M | 0.29% | −105,695−4.0% | Reduced |
| Rhumbline Advisers | 2,447,086 | $224.4M | 0.29% | −125,017−4.9% | Reduced |
| Pzena Investment Management LLC | 2,409,278 | $220.9M | 0.86% | −909,720−27.4% | Reduced |
| Eminence Capital, LP | 2,350,670 | $215.5M | 2.67% | +117,566+5.3% | Added |
| HSBC Holdings PLC | 2,289,327 | $208.9M | 0.25% | +196,665+9.4% | Added |
| Marshall Wace Asia Ltd | 2,263,572 | $207.5M | 4.39% | −421,097−15.7% | Reduced |
| Focused Investors LLC | 2,250,000 | $206.3M | 6.57% | −57,100−2.5% | Reduced |
| KBC Group NV | 2,160,441 | $198.1M | 0.71% | +247,172+12.9% | Added |
| AMF Pensionsforsakring AB | 2,154,564 | $197.6M | 1.36% | +2,154,564 | New |
| Susquehanna International Group, LLP | 2,136,159 | $195.9M | 0.21% | +690,321+47.7% | Added |
| First Trust Advisors LP | 2,105,518 | $193.1M | 0.21% | +325,647+18.3% | Added |
| Ensign Peak Advisors, Inc | 2,094,023 | $192.0M | 0.39% | −261,868−11.1% | Reduced |
| Epoch Investment Partners, Inc. | 2,036,734 | $186.7M | 1.00% | −1,155,006−36.2% | Reduced |
| Ninety One UK Ltd | 2,010,471 | $184.3M | 0.48% | −402,302−16.7% | Reduced |
| Alphinity Investment Management Pty Ltd | 1,949,887 | $178.8M | 6.72% | −76,430−3.8% | Reduced |
| National Pension Service | 1,930,986 | $177.1M | 0.34% | +27,326+1.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,863,205 | $175.3M | 4.35% | −309,853−14.3% | Reduced |
| DekaBank Deutsche Girozentrale | 1,886,704 | $171.2M | 0.50% | −203,118−9.7% | Reduced |
| New York State Teachers Retirement System | 1,840,239 | $168.7M | 0.35% | −85,675−4.4% | Reduced |
| Neuberger Berman Group LLC | 1,855,547 | $168.5M | 0.15% | +409,104+28.3% | Added |
| State Board of Administration of Florida Retirement System | 1,723,816 | $158.1M | 0.30% | −51,915−2.9% | Reduced |
| Fifth Third Bancorp | 1,709,554 | $156.7M | 0.69% | +29,888+1.8% | Added |
| Adage Capital Partners GP, L.L.C. | 1,677,734 | $153.8M | 0.30% | +11,100+0.7% | Added |
| American Century Companies Inc | 1,579,577 | $144.8M | 0.10% | +3,893+0.2% | Added |
| Commerce Bank | 1,571,880 | $144.1M | 1.02% | +40,284+2.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,541,100 | $141.3M | 0.31% | +1,506,978+4,416.4% | Added |
| Thrivent Financial for Lutherans | 1,521,597 | $139.5M | 0.28% | +11,282+0.7% | Added |
| Railway Pension Investments Ltd | 1,515,022 | $138.9M | 1.16% | +84,400+5.9% | Added |
| Atalanta Sosnoff Capital, LLC | 1,494,901 | $137.1M | 3.17% | −9,668−0.6% | Reduced |
| Artisan Partners Limited Partnership | 1,492,814 | $136.9M | 0.16% | −159,774−9.7% | Reduced |
| Great West Life Assurance Co | 1,463,722 | $134.1M | 0.31% | −204,012−12.2% | Reduced |
| Citadel Advisors LLC | 1,444,286 | $132.4M | 0.14% | −526,479−26.7% | Reduced |
| Tesco Pension Investment Ltd | 1,429,111 | $131.0M | 2.32% | +1,429,111 | New |
| Mackenzie Financial Corp | 1,426,886 | $130.8M | 0.18% | −146,768−9.3% | Reduced |
| State of Wisconsin Investment Board | 1,419,529 | $130.2M | 0.27% | −168,739−10.6% | Reduced |
| First Republic Investment Management, Inc. | 1,405,497 | $128.9M | 0.33% | +229,423+19.5% | Added |
| Fred Alger Management, LLC | 1,394,449 | $127.9M | 0.30% | −445,611−24.2% | Reduced |