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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 1,353,535 | $124.1M | 0.28% | +52,845+4.1% | Added |
| Natixis Advisors, L.P. | 1,342,465 | $123.1M | 0.58% | −189,349−12.4% | Reduced |
| Russell Investments Group, Ltd. | 1,325,333 | $121.5M | 0.20% | −339,432−20.4% | Reduced |
| Raymond James & Associates | 1,320,363 | $121.1M | 0.11% | +139,095+11.8% | Added |
| Envestnet Asset Management Inc | 1,317,197 | $120.8M | 0.07% | −61,582−4.5% | Reduced |
| Junto Capital Management LP | 1,316,605 | $120.7M | 3.85% | +281,636+27.2% | Added |
| Zurich Insurance Group Ltd | 1,310,026 | $120.1M | 1.50% | −84,039−6.0% | Reduced |
| Westfield Capital Management Co LP | 1,297,290 | $118.9M | 0.71% | −369,422−22.2% | Reduced |
| Evercore Wealth Management, LLC | 1,287,715 | $118.1M | 2.16% | −4,087−0.3% | Reduced |
| Factory Mutual Insurance Co | 1,266,998 | $116.2M | 1.42% | −51,053−3.9% | Reduced |
| Korea Investment CORP | 1,265,939 | $116.1M | 0.33% | +5,105+0.4% | Added |
| Sound Shore Management Inc | 1,240,906 | $113.8M | 3.16% | −60,511−4.6% | Reduced |
| Stifel Financial Corp | 1,240,410 | $113.7M | 0.17% | +32,900+2.7% | Added |
| Retirement Systems of Alabama | 1,187,585 | $108.9M | 0.39% | −15,238−1.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,170,142 | $107.3M | 1.13% | +66,736+6.0% | Added |
| Natixis | 1,134,324 | $104.0M | 0.45% | +641,068+130.0% | Added |
| Douglas Lane & Associates, LLC | 1,131,048 | $103.7M | 1.45% | −28,182−2.4% | Reduced |
| State of Tennessee, Treasury Department | 1,097,005 | $100.6M | 0.38% | −149,934−12.0% | Reduced |
| BNP Paribas Arbitrage, SA | 1,096,075 | $100.5M | 0.19% | −79,271−6.7% | Reduced |
| Toronto Dominion Bank | 1,083,748 | $99.4M | 0.15% | −198,834−15.5% | Reduced |
| Capitolis Advisors LLC | 1,035,868 | $95.0M | 1.12% | +687,580+197.4% | Added |
| State of Michigan Retirement System | 1,033,522 | $94.8M | 0.56% | +642,900+164.6% | Added |
| Sadoff Investment Management LLC | 1,011,795 | $92.8M | 6.19% | −12,379−1.2% | Reduced |
| Pictet Asset Management Ltd | 1,005,122 | $92.2M | 0.10% | +102,619+11.4% | Added |
| Truist Financial Corp | 1,001,046 | $91.8M | 0.15% | +16,074+1.6% | Added |
| Kiltearn Partners LLP | 994,366 | $91.2M | 3.65% | −390,300−28.2% | Reduced |
| Public Sector Pension Investment Board | 993,830 | $91.1M | 0.57% | +91,420+10.1% | Added |
| Clark Capital Management Group, Inc. | 986,724 | $90.5M | 1.27% | −171,671−14.8% | Reduced |
| Victory Capital Management Inc | 979,840 | $89.8M | 0.09% | −5,529−0.6% | Reduced |
| Public Employees Retirement System of Ohio | 961,705 | $88.2M | 0.31% | −43,563−4.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 953,809 | $87.5M | 0.30% | −58,677−5.8% | Reduced |
| Calamos Advisors LLC | 870,555 | $79.8M | 0.40% | +83,278+10.6% | Added |
| Bank of Nova Scotia | 865,768 | $79.4M | 0.15% | −216,631−20.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 861,164 | $78.3M | 0.17% | −126,186−12.8% | Reduced |
| Storebrand Asset Management AS | 848,210 | $77.8M | 0.38% | +7,314+0.9% | Added |
| State of New Jersey Common Pension Fund D | 838,090 | $76.8M | 0.25% | +36,544+4.6% | Added |
| Aristotle Capital Management, LLC | 831,191 | $76.2M | 0.15% | 00.0% | Unchanged |
| RBF Capital, LLC | 813,432 | $74.6M | 4.17% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 801,491 | $73.5M | 0.39% | −536,880−40.1% | Reduced |
| Rafferty Asset Management, LLC | 790,153 | $72.4M | 0.46% | +73,651+10.3% | Added |
| RNC Capital Management LLC | 777,488 | $71.3M | 3.77% | +15,106+2.0% | Added |
| Fullerton Fund Management Co Ltd. | 767,220 | $70.3M | 4.79% | +14,737+2.0% | Added |
| Capital Research Global Investors | 766,393 | $70.3M | 0.02% | −3460.0% | Reduced |
| DnB Asset Management AS | 752,858 | $69.0M | 0.46% | −97,438−11.5% | Reduced |
| Senator Investment Group LP | 750,000 | $68.8M | 1.31% | +750,000 | New |
| Asset Management One Co.,Ltd. | 740,134 | $67.9M | 0.25% | −6,481−0.9% | Reduced |
| Swedbank AB | 722,670 | $66.3M | 0.12% | −2,446−0.3% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 709,000 | $65.0M | 0.74% | −3,500−0.5% | Reduced |
| Select Equity Group, L.P. | 708,915 | $65.0M | 0.22% | −1,719,334−70.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 697,299 | $63.9M | 0.39% | +55,056+8.6% | Added |
| Cookson Peirce & Co Inc | 689,183 | $63.2M | 3.93% | +13,646+2.0% | Added |
| Lazard Freres Gestion S.A.S. | 797,722 | $61.7M | 1.99% | −45,660−5.4% | Reduced |
| CIBC Private Wealth Group, LLC | 668,921 | $61.3M | 0.14% | +409,513+157.9% | Added |
| Teachers Retirement System of the State of Kentucky | 666,288 | $61.1M | 0.56% | −50,411−7.0% | Reduced |
| Standard Life Aberdeen plc | 659,748 | $60.5M | 0.13% | −22,856−3.3% | Reduced |
| STRS Ohio | 651,689 | $59.8M | 0.21% | −29,869−4.4% | Reduced |
| Putnam Investments LLC | 648,446 | $59.5M | 0.09% | −273,918−29.7% | Reduced |
| Gabelli Funds LLC | 640,084 | $58.7M | 0.37% | −55,500−8.0% | Reduced |
| Teacher Retirement System of Texas | 633,850 | $58.1M | 0.32% | −108,045−14.6% | Reduced |
| Gateway Investment Advisers LLC | 631,711 | $57.9M | 0.59% | +29,855+5.0% | Added |
| M&T Bank Corp | 619,803 | $56.8M | 0.25% | −71,734−10.4% | Reduced |
| Clearbridge Investments, LLC | 614,472 | $56.3M | 0.04% | +67,713+12.4% | Added |
| Holocene Advisors, LP | 608,188 | $55.8M | 0.34% | −377,591−38.3% | Reduced |
| Todd Asset Management LLC | 608,175 | $55.8M | 1.26% | −71,751−10.6% | Reduced |
| Voya Investment Management LLC | 602,768 | $55.3M | 0.11% | −45,586−7.0% | Reduced |
| Bridgewater Associates, LP | 593,359 | $54.4M | 0.35% | +60,812+11.4% | Added |
| Treasurer of the State of North Carolina | 584,652 | $53.6M | 0.31% | −6,990−1.2% | Reduced |
| Bridger Management, LLC | 584,092 | $53.6M | 5.00% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 577,544 | $53.0M | 4.09% | −6,748−1.2% | Reduced |
| LPL Financial LLC | 571,665 | $52.4M | 0.05% | +158,775+38.5% | Added |
| Aviva PLC | 563,693 | $51.7M | 0.23% | +19,195+3.5% | Added |
| Payden & Rygel | 557,100 | $51.1M | 2.44% | −102,300−15.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 554,774 | $50.9M | 0.18% | −6,947−1.2% | Reduced |
| Moore Capital Management, LP | 550,000 | $50.4M | 0.93% | +417,941+316.5% | Added |
| AQR Capital Management LLC | 535,930 | $48.5M | 0.08% | +160,390+42.7% | Added |
| SEI Investments Co | 524,350 | $48.1M | 0.11% | −10,010−1.9% | Reduced |
| Oppenheimer Asset Management Inc. | 516,267 | $47.3M | 0.67% | −73,440−12.5% | Reduced |
| American International Group, Inc. | 515,294 | $47.2M | 0.19% | −1,632−0.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 514,270 | $47.2M | 1.54% | +454+0.1% | Added |
| AMP Capital Investors Ltd | 514,251 | $47.1M | 0.23% | −2,572−0.5% | Reduced |
| Nisa Investment Advisors, LLC | 509,345 | $46.7M | 0.29% | −93,795−15.6% | Reduced |
| Employees Provident Fund Board | 500,000 | $45.8M | 0.76% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 496,761 | $45.5M | 0.19% | −2,116−0.4% | Reduced |
| Loomis Sayles & Co L P | 496,160 | $45.5M | 0.06% | −90,347−15.4% | Reduced |
| E. Ohman J:or Asset Management AB | 483,828 | $44.4M | 1.39% | −25,199−5.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 475,642 | $43.6M | 0.24% | +68,512+16.8% | Added |
| ING Groep NV | 472,249 | $43.3M | 0.69% | +372,891+375.3% | Added |
| Avalon Investment & Advisory | 465,061 | $42.6M | 0.95% | −8,191−1.7% | Reduced |
| Squarepoint Ops LLC | 461,445 | $42.3M | 0.31% | −51,066−10.0% | Reduced |
| Crake Asset Management LLP | 455,535 | $41.8M | 2.17% | −1,157,739−71.8% | Reduced |
| Oregon Public Employees Retirement Fund | 451,208 | $41.4M | 0.46% | +110,654+32.5% | Added |
| M&G Investment Management Ltd | 441,052 | $40.6M | 0.21% | +436,879+10,469.2% | Added |
| Brandywine Global Investment Management, LLC | 442,404 | $40.6M | 0.30% | −5,298−1.2% | Reduced |
| HighTower Advisors, LLC | 436,890 | $40.1M | 0.12% | +423+0.1% | Added |
| TCW Group Inc | 436,750 | $40.0M | 0.35% | +78,626+22.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 434,209 | $39.8M | 0.36% | +600+0.1% | Added |
| Dana Investment Advisors, Inc. | 430,546 | $39.5M | 1.75% | −2,400−0.6% | Reduced |
| Nomura Asset Management Co Ltd | 424,700 | $38.9M | 0.23% | +13,761+3.3% | Added |
| Employees Retirement System of Texas | 423,000 | $38.8M | 0.47% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 420,376 | $38.5M | 2.90% | −3,655−0.9% | Reduced |