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 |
|---|---|---|---|---|---|
| Clal Insurance Enterprises Holdings Ltd | 709,000 | $65.0M | 0.74% | −3,500−0.5% | Reduced |
| Swedbank AB | 722,670 | $66.3M | 0.12% | −2,446−0.3% | Reduced |
| Asset Management One Co.,Ltd. | 740,134 | $67.9M | 0.25% | −6,481−0.9% | Reduced |
| Senator Investment Group LP | 750,000 | $68.8M | 1.31% | +750,000 | New |
| DnB Asset Management AS | 752,858 | $69.0M | 0.46% | −97,438−11.5% | Reduced |
| Capital Research Global Investors | 766,393 | $70.3M | 0.02% | −3460.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 767,220 | $70.3M | 4.79% | +14,737+2.0% | Added |
| RNC Capital Management LLC | 777,488 | $71.3M | 3.77% | +15,106+2.0% | Added |
| Rafferty Asset Management, LLC | 790,153 | $72.4M | 0.46% | +73,651+10.3% | Added |
| Panagora Asset Management Inc | 801,491 | $73.5M | 0.39% | −536,880−40.1% | Reduced |
| RBF Capital, LLC | 813,432 | $74.6M | 4.17% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 831,191 | $76.2M | 0.15% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 838,090 | $76.8M | 0.25% | +36,544+4.6% | Added |
| Storebrand Asset Management AS | 848,210 | $77.8M | 0.38% | +7,314+0.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 861,164 | $78.3M | 0.17% | −126,186−12.8% | Reduced |
| Bank of Nova Scotia | 865,768 | $79.4M | 0.15% | −216,631−20.0% | Reduced |
| Calamos Advisors LLC | 870,555 | $79.8M | 0.40% | +83,278+10.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 953,809 | $87.5M | 0.30% | −58,677−5.8% | Reduced |
| Public Employees Retirement System of Ohio | 961,705 | $88.2M | 0.31% | −43,563−4.3% | Reduced |
| Victory Capital Management Inc | 979,840 | $89.8M | 0.09% | −5,529−0.6% | Reduced |
| Clark Capital Management Group, Inc. | 986,724 | $90.5M | 1.27% | −171,671−14.8% | Reduced |
| Public Sector Pension Investment Board | 993,830 | $91.1M | 0.57% | +91,420+10.1% | Added |
| Kiltearn Partners LLP | 994,366 | $91.2M | 3.65% | −390,300−28.2% | Reduced |
| Truist Financial Corp | 1,001,046 | $91.8M | 0.15% | +16,074+1.6% | Added |
| Pictet Asset Management Ltd | 1,005,122 | $92.2M | 0.10% | +102,619+11.4% | Added |
| Sadoff Investment Management LLC | 1,011,795 | $92.8M | 6.19% | −12,379−1.2% | Reduced |
| State of Michigan Retirement System | 1,033,522 | $94.8M | 0.56% | +642,900+164.6% | Added |
| Capitolis Advisors LLC | 1,035,868 | $95.0M | 1.12% | +687,580+197.4% | Added |
| Toronto Dominion Bank | 1,083,748 | $99.4M | 0.15% | −198,834−15.5% | Reduced |
| BNP Paribas Arbitrage, SA | 1,096,075 | $100.5M | 0.19% | −79,271−6.7% | Reduced |
| State of Tennessee, Treasury Department | 1,097,005 | $100.6M | 0.38% | −149,934−12.0% | Reduced |
| Douglas Lane & Associates, LLC | 1,131,048 | $103.7M | 1.45% | −28,182−2.4% | Reduced |
| Natixis | 1,134,324 | $104.0M | 0.45% | +641,068+130.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,170,142 | $107.3M | 1.13% | +66,736+6.0% | Added |
| Retirement Systems of Alabama | 1,187,585 | $108.9M | 0.39% | −15,238−1.3% | Reduced |
| Stifel Financial Corp | 1,240,410 | $113.7M | 0.17% | +32,900+2.7% | Added |
| Sound Shore Management Inc | 1,240,906 | $113.8M | 3.16% | −60,511−4.6% | Reduced |
| Korea Investment CORP | 1,265,939 | $116.1M | 0.33% | +5,105+0.4% | Added |
| Factory Mutual Insurance Co | 1,266,998 | $116.2M | 1.42% | −51,053−3.9% | Reduced |
| Evercore Wealth Management, LLC | 1,287,715 | $118.1M | 2.16% | −4,087−0.3% | Reduced |
| Westfield Capital Management Co LP | 1,297,290 | $118.9M | 0.71% | −369,422−22.2% | Reduced |
| Zurich Insurance Group Ltd | 1,310,026 | $120.1M | 1.50% | −84,039−6.0% | Reduced |
| Junto Capital Management LP | 1,316,605 | $120.7M | 3.85% | +281,636+27.2% | Added |
| Envestnet Asset Management Inc | 1,317,197 | $120.8M | 0.07% | −61,582−4.5% | Reduced |
| Raymond James & Associates | 1,320,363 | $121.1M | 0.11% | +139,095+11.8% | Added |
| Russell Investments Group, Ltd. | 1,325,333 | $121.5M | 0.20% | −339,432−20.4% | Reduced |
| Natixis Advisors, L.P. | 1,342,465 | $123.1M | 0.58% | −189,349−12.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,353,535 | $124.1M | 0.28% | +52,845+4.1% | Added |
| Fred Alger Management, LLC | 1,394,449 | $127.9M | 0.30% | −445,611−24.2% | Reduced |
| First Republic Investment Management, Inc. | 1,405,497 | $128.9M | 0.33% | +229,423+19.5% | Added |
| State of Wisconsin Investment Board | 1,419,529 | $130.2M | 0.27% | −168,739−10.6% | Reduced |
| Mackenzie Financial Corp | 1,426,886 | $130.8M | 0.18% | −146,768−9.3% | Reduced |
| Tesco Pension Investment Ltd | 1,429,111 | $131.0M | 2.32% | +1,429,111 | New |
| Citadel Advisors LLC | 1,444,286 | $132.4M | 0.14% | −526,479−26.7% | Reduced |
| Great West Life Assurance Co | 1,463,722 | $134.1M | 0.31% | −204,012−12.2% | Reduced |
| Artisan Partners Limited Partnership | 1,492,814 | $136.9M | 0.16% | −159,774−9.7% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,494,901 | $137.1M | 3.17% | −9,668−0.6% | Reduced |
| Railway Pension Investments Ltd | 1,515,022 | $138.9M | 1.16% | +84,400+5.9% | Added |
| Thrivent Financial for Lutherans | 1,521,597 | $139.5M | 0.28% | +11,282+0.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,541,100 | $141.3M | 0.31% | +1,506,978+4,416.4% | Added |
| Commerce Bank | 1,571,880 | $144.1M | 1.02% | +40,284+2.6% | Added |
| American Century Companies Inc | 1,579,577 | $144.8M | 0.10% | +3,893+0.2% | Added |
| Adage Capital Partners GP, L.L.C. | 1,677,734 | $153.8M | 0.30% | +11,100+0.7% | Added |
| Fifth Third Bancorp | 1,709,554 | $156.7M | 0.69% | +29,888+1.8% | Added |
| State Board of Administration of Florida Retirement System | 1,723,816 | $158.1M | 0.30% | −51,915−2.9% | Reduced |
| Neuberger Berman Group LLC | 1,855,547 | $168.5M | 0.15% | +409,104+28.3% | Added |
| New York State Teachers Retirement System | 1,840,239 | $168.7M | 0.35% | −85,675−4.4% | Reduced |
| DekaBank Deutsche Girozentrale | 1,886,704 | $171.2M | 0.50% | −203,118−9.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,863,205 | $175.3M | 4.35% | −309,853−14.3% | Reduced |
| National Pension Service | 1,930,986 | $177.1M | 0.34% | +27,326+1.4% | Added |
| Alphinity Investment Management Pty Ltd | 1,949,887 | $178.8M | 6.72% | −76,430−3.8% | Reduced |
| Ninety One UK Ltd | 2,010,471 | $184.3M | 0.48% | −402,302−16.7% | Reduced |
| Epoch Investment Partners, Inc. | 2,036,734 | $186.7M | 1.00% | −1,155,006−36.2% | Reduced |
| Ensign Peak Advisors, Inc | 2,094,023 | $192.0M | 0.39% | −261,868−11.1% | Reduced |
| First Trust Advisors LP | 2,105,518 | $193.1M | 0.21% | +325,647+18.3% | Added |
| Susquehanna International Group, LLP | 2,136,159 | $195.9M | 0.21% | +690,321+47.7% | Added |
| AMF Pensionsforsakring AB | 2,154,564 | $197.6M | 1.36% | +2,154,564 | New |
| KBC Group NV | 2,160,441 | $198.1M | 0.71% | +247,172+12.9% | Added |
| Focused Investors LLC | 2,250,000 | $206.3M | 6.57% | −57,100−2.5% | Reduced |
| Marshall Wace Asia Ltd | 2,263,572 | $207.5M | 4.39% | −421,097−15.7% | Reduced |
| HSBC Holdings PLC | 2,289,327 | $208.9M | 0.25% | +196,665+9.4% | Added |
| Eminence Capital, LP | 2,350,670 | $215.5M | 2.67% | +117,566+5.3% | Added |
| Pzena Investment Management LLC | 2,409,278 | $220.9M | 0.86% | −909,720−27.4% | Reduced |
| Rhumbline Advisers | 2,447,086 | $224.4M | 0.29% | −125,017−4.9% | Reduced |
| California State Teachers Retirement System | 2,525,249 | $231.5M | 0.29% | −105,695−4.0% | Reduced |
| Nordea Investment Management AB | 2,757,265 | $252.8M | 0.34% | +59,397+2.2% | Added |
| The PNC Financial Services Group, Inc. | 2,784,125 | $255.3M | 0.23% | +48,152+1.8% | Added |
| Eaton Vance Management | 2,917,264 | $267.5M | 0.36% | −462,779−13.7% | Reduced |
| Cullen Capital Management LLC | 2,950,689 | $270.5M | 2.62% | −14,423−0.5% | Reduced |
| Agf Investments Inc. | 2,989,228 | $274.1M | 2.05% | +235,224+8.5% | Added |
| Millennium Management LLC | 3,026,109 | $277.5M | 0.36% | +952,073+45.9% | Added |
| California Public Employees Retirement System | 3,135,631 | $287.5M | 0.22% | −227,087−6.8% | Reduced |
| Citigroup Inc | 3,217,007 | $295.0M | 0.26% | −98,924−3.0% | Reduced |
| Schroder Investment Management Group | 3,251,570 | $298.1M | 0.37% | +128,553+4.1% | Added |
| Lord, Abbett & Co. LLC | 3,292,356 | $301.9M | 0.73% | +234,885+7.7% | Added |
| Fayez Sarofim & Co | 3,408,429 | $312.5M | 1.05% | +5,804+0.2% | Added |
| Prudential Financial Inc | 3,506,144 | $321.5M | 0.44% | +1,185,221+51.1% | Added |
| Deutsche Bank AG | 3,667,549 | $336.3M | 0.16% | +822,119+28.9% | Added |
| New York State Common Retirement Fund | 3,675,739 | $337.0M | 0.35% | +153,753+4.4% | Added |
| Alliancebernstein L.P. | 3,696,887 | $339.0M | 0.14% | +196,570+5.6% | Added |