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; 2,746 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 | 2,746 | $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, 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 |
|---|---|---|---|---|---|
| Hosking Partners LLP | 279,617 | $25.6M | 0.57% | −3,911−1.4% | Reduced |
| Gulf International Bank (UK) Ltd | 280,145 | $25.7M | 0.33% | +12,130+4.5% | Added |
| Westpac Banking Corp | 280,714 | $25.7M | 0.26% | −55,895−16.6% | Reduced |
| Prudential PLC | 281,721 | $25.8M | 0.24% | −713,954−71.7% | Reduced |
| Tweedy, Browne Co LLC | 282,035 | $25.9M | 0.73% | −121,585−30.1% | Reduced |
| Artemis Investment Management LLP | 282,145 | $25.9M | 0.22% | −569,038−66.9% | Reduced |
| NFJ Investment Group, LLC | 283,442 | $26.0M | 0.49% | +1,788+0.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 283,569 | $26.0M | 0.33% | +44,807+18.8% | Added |
| Pinnacle Associates Ltd | 285,292 | $26.2M | 0.47% | +3,358+1.2% | Added |
| O'Shaughnessy Asset Management, LLC | 288,213 | $26.4M | 0.53% | −411,716−58.8% | Reduced |
| Guggenheim Capital LLC | 289,437 | $26.5M | 0.16% | +32,825+12.8% | Added |
| Picton Mahoney Asset Management | 289,552 | $26.5M | 0.96% | −16,295−5.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 290,949 | $26.8M | 0.48% | −149,016−33.9% | Reduced |
| Acadian Asset Management LLC | 292,277 | $26.8M | 0.10% | +174,011+147.1% | Added |
| Chilton Capital Management LLC | 295,003 | $27.0M | 1.57% | +15,362+5.5% | Added |
| Mark Asset Management LP | 297,729 | $27.3M | 4.07% | −31,619−9.6% | Reduced |
| PFS Investments Inc. | 304,651 | $27.5M | 0.63% | +55,464+22.3% | Added |
| GWM Advisors LLC | 301,582 | $27.7M | 0.74% | +19,293+6.8% | Added |
| Moody Lynn & Lieberson, LLC | 302,742 | $27.8M | 2.09% | +8,683+3.0% | Added |
| Keybank National Association | 303,412 | $27.8M | 0.12% | −11,756−3.7% | Reduced |
| Janney Montgomery Scott LLC | 305,414 | $28.0M | 0.12% | +20,334+7.1% | Added |
| Forsta Ap-Fonden | 314,263 | $28.8M | 0.34% | +31,900+11.3% | Added |
| Braun Stacey Associates Inc | 318,836 | $29.2M | 1.14% | −2,660−0.8% | Reduced |
| Bessemer Group Inc | 319,623 | $29.3M | 0.06% | −17,314−5.1% | Reduced |
| Mariner, LLC | 320,018 | $29.3M | 0.18% | +187,597+141.7% | Added |
| Chartwell Investment Partners, LLC | 320,711 | $29.4M | 0.86% | −22,993−6.7% | Reduced |
| Handelsbanken Fonder AB | 328,246 | $30.1M | 0.16% | −26,509−7.5% | Reduced |
| Rathbone Brothers plc | 328,408 | $30.1M | 0.33% | +267,310+437.5% | Added |
| ProShare Advisors LLC | 330,175 | $30.3M | 0.09% | +17,813+5.7% | Added |
| Alyeska Investment Group, L.P. | 330,475 | $30.3M | 0.35% | +217,120+191.5% | Added |
| MetLife Investment Management | 345,095 | $31.6M | 0.28% | −12,508−3.5% | Reduced |
| Comerica Bank | 319,184 | $31.8M | 0.19% | −25,883−7.5% | Reduced |
| Federated Hermes, Inc. | 350,572 | $32.1M | 0.06% | +255,292+267.9% | Added |
| Badgley Phelps & Bell Inc | 360,834 | $33.1M | 1.23% | +20,265+6.0% | Added |
| NN Investment Partners Holdings N.V. | 361,279 | $33.1M | 0.18% | −112,458−23.7% | Reduced |
| Gamco Investors, Inc. Et Al | 366,483 | $33.6M | 0.28% | −16,221−4.2% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $33.9M | 1.42% | 00.0% | Unchanged |
| Fiduciary Trust Co | 369,507 | $33.9M | 0.66% | +2,274+0.6% | Added |
| CIBC World Markets Corp | 379,157 | $34.8M | 0.24% | −376,425−49.8% | Reduced |
| CIBC World Markets Inc. | 379,572 | $34.8M | 0.10% | −28,496−7.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 394,602 | $36.2M | 0.20% | +1,194+0.3% | Added |
| Arizona State Retirement System | 395,483 | $36.3M | 0.29% | −975−0.2% | Reduced |
| Umb Bank N A | 399,622 | $36.6M | 0.84% | +4,211+1.1% | Added |
| LGT Capital Partners Ltd. | 409,780 | $37.6M | 1.06% | −214,550−34.4% | Reduced |
| Amalgamated Bank | 411,779 | $37.8M | 0.30% | +334,380+432.0% | Added |
| Adams Diversified Equity Fund, Inc. | 413,800 | $37.9M | 1.50% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 414,840 | $38.0M | 1.64% | +50,967+14.0% | Added |
| Tredje AP-fonden | 414,901 | $38.0M | 0.80% | −250,000−37.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 420,376 | $38.5M | 2.90% | −3,655−0.9% | Reduced |
| Employees Retirement System of Texas | 423,000 | $38.8M | 0.47% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 424,700 | $38.9M | 0.23% | +13,761+3.3% | Added |
| Dana Investment Advisors, Inc. | 430,546 | $39.5M | 1.75% | −2,400−0.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 434,209 | $39.8M | 0.36% | +600+0.1% | Added |
| TCW Group Inc | 436,750 | $40.0M | 0.35% | +78,626+22.0% | Added |
| HighTower Advisors, LLC | 436,890 | $40.1M | 0.12% | +423+0.1% | Added |
| Brandywine Global Investment Management, LLC | 442,404 | $40.6M | 0.30% | −5,298−1.2% | Reduced |
| M&G Investment Management Ltd | 441,052 | $40.6M | 0.21% | +436,879+10,469.2% | Added |
| Oregon Public Employees Retirement Fund | 451,208 | $41.4M | 0.46% | +110,654+32.5% | Added |
| Crake Asset Management LLP | 455,535 | $41.8M | 2.17% | −1,157,739−71.8% | Reduced |
| Squarepoint Ops LLC | 461,445 | $42.3M | 0.31% | −51,066−10.0% | Reduced |
| Avalon Investment & Advisory | 465,061 | $42.6M | 0.95% | −8,191−1.7% | Reduced |
| ING Groep NV | 472,249 | $43.3M | 0.69% | +372,891+375.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 475,642 | $43.6M | 0.24% | +68,512+16.8% | Added |
| E. Ohman J:or Asset Management AB | 483,828 | $44.4M | 1.39% | −25,199−5.0% | Reduced |
| Loomis Sayles & Co L P | 496,160 | $45.5M | 0.06% | −90,347−15.4% | Reduced |
| Royal London Asset Management Ltd | 496,761 | $45.5M | 0.19% | −2,116−0.4% | Reduced |
| Employees Provident Fund Board | 500,000 | $45.8M | 0.76% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 509,345 | $46.7M | 0.29% | −93,795−15.6% | Reduced |
| AMP Capital Investors Ltd | 514,251 | $47.1M | 0.23% | −2,572−0.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 514,270 | $47.2M | 1.54% | +454+0.1% | Added |
| American International Group, Inc. | 515,294 | $47.2M | 0.19% | −1,632−0.3% | Reduced |
| Oppenheimer Asset Management Inc. | 516,267 | $47.3M | 0.67% | −73,440−12.5% | Reduced |
| SEI Investments Co | 524,350 | $48.1M | 0.11% | −10,010−1.9% | Reduced |
| AQR Capital Management LLC | 535,930 | $48.5M | 0.08% | +160,390+42.7% | Added |
| Moore Capital Management, LP | 550,000 | $50.4M | 0.93% | +417,941+316.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 554,774 | $50.9M | 0.18% | −6,947−1.2% | Reduced |
| Payden & Rygel | 557,100 | $51.1M | 2.44% | −102,300−15.5% | Reduced |
| Aviva PLC | 563,693 | $51.7M | 0.23% | +19,195+3.5% | Added |
| LPL Financial LLC | 571,665 | $52.4M | 0.05% | +158,775+38.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 577,544 | $53.0M | 4.09% | −6,748−1.2% | Reduced |
| Bridger Management, LLC | 584,092 | $53.6M | 5.00% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 584,652 | $53.6M | 0.31% | −6,990−1.2% | Reduced |
| Bridgewater Associates, LP | 593,359 | $54.4M | 0.35% | +60,812+11.4% | Added |
| Voya Investment Management LLC | 602,768 | $55.3M | 0.11% | −45,586−7.0% | Reduced |
| Todd Asset Management LLC | 608,175 | $55.8M | 1.26% | −71,751−10.6% | Reduced |
| Holocene Advisors, LP | 608,188 | $55.8M | 0.34% | −377,591−38.3% | Reduced |
| Clearbridge Investments, LLC | 614,472 | $56.3M | 0.04% | +67,713+12.4% | Added |
| M&T Bank Corp | 619,803 | $56.8M | 0.25% | −71,734−10.4% | Reduced |
| Gateway Investment Advisers LLC | 631,711 | $57.9M | 0.59% | +29,855+5.0% | Added |
| Teacher Retirement System of Texas | 633,850 | $58.1M | 0.32% | −108,045−14.6% | Reduced |
| Gabelli Funds LLC | 640,084 | $58.7M | 0.37% | −55,500−8.0% | Reduced |
| Putnam Investments LLC | 648,446 | $59.5M | 0.09% | −273,918−29.7% | Reduced |
| STRS Ohio | 651,689 | $59.8M | 0.21% | −29,869−4.4% | Reduced |
| Standard Life Aberdeen plc | 659,748 | $60.5M | 0.13% | −22,856−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 666,288 | $61.1M | 0.56% | −50,411−7.0% | Reduced |
| CIBC Private Wealth Group, LLC | 668,921 | $61.3M | 0.14% | +409,513+157.9% | Added |
| Lazard Freres Gestion S.A.S. | 797,722 | $61.7M | 1.99% | −45,660−5.4% | Reduced |
| Cookson Peirce & Co Inc | 689,183 | $63.2M | 3.93% | +13,646+2.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 697,299 | $63.9M | 0.39% | +55,056+8.6% | Added |
| Select Equity Group, L.P. | 708,915 | $65.0M | 0.22% | −1,719,334−70.8% | Reduced |