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 |
|---|---|---|---|---|---|
| Tredje AP-fonden | 414,901 | $38.0M | 0.80% | −250,000−37.6% | Reduced |
| Boston Common Asset Management, LLC | 414,840 | $38.0M | 1.64% | +50,967+14.0% | Added |
| Adams Diversified Equity Fund, Inc. | 413,800 | $37.9M | 1.50% | 00.0% | Unchanged |
| Amalgamated Bank | 411,779 | $37.8M | 0.30% | +334,380+432.0% | Added |
| LGT Capital Partners Ltd. | 409,780 | $37.6M | 1.06% | −214,550−34.4% | Reduced |
| Umb Bank N A | 399,622 | $36.6M | 0.84% | +4,211+1.1% | Added |
| Arizona State Retirement System | 395,483 | $36.3M | 0.29% | −975−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 394,602 | $36.2M | 0.20% | +1,194+0.3% | Added |
| CIBC World Markets Inc. | 379,572 | $34.8M | 0.10% | −28,496−7.0% | Reduced |
| CIBC World Markets Corp | 379,157 | $34.8M | 0.24% | −376,425−49.8% | Reduced |
| Fiduciary Trust Co | 369,507 | $33.9M | 0.66% | +2,274+0.6% | Added |
| Basswood Capital Management, L.L.C. | 369,259 | $33.9M | 1.42% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 366,483 | $33.6M | 0.28% | −16,221−4.2% | Reduced |
| NN Investment Partners Holdings N.V. | 361,279 | $33.1M | 0.18% | −112,458−23.7% | Reduced |
| Badgley Phelps & Bell Inc | 360,834 | $33.1M | 1.23% | +20,265+6.0% | Added |
| Federated Hermes, Inc. | 350,572 | $32.1M | 0.06% | +255,292+267.9% | Added |
| Comerica Bank | 319,184 | $31.8M | 0.19% | −25,883−7.5% | Reduced |
| MetLife Investment Management | 345,095 | $31.6M | 0.28% | −12,508−3.5% | Reduced |
| Alyeska Investment Group, L.P. | 330,475 | $30.3M | 0.35% | +217,120+191.5% | Added |
| ProShare Advisors LLC | 330,175 | $30.3M | 0.09% | +17,813+5.7% | Added |
| Rathbone Brothers plc | 328,408 | $30.1M | 0.33% | +267,310+437.5% | Added |
| Handelsbanken Fonder AB | 328,246 | $30.1M | 0.16% | −26,509−7.5% | Reduced |
| Chartwell Investment Partners, LLC | 320,711 | $29.4M | 0.86% | −22,993−6.7% | Reduced |
| Mariner, LLC | 320,018 | $29.3M | 0.18% | +187,597+141.7% | Added |
| Bessemer Group Inc | 319,623 | $29.3M | 0.06% | −17,314−5.1% | Reduced |
| Braun Stacey Associates Inc | 318,836 | $29.2M | 1.14% | −2,660−0.8% | Reduced |
| Forsta Ap-Fonden | 314,263 | $28.8M | 0.34% | +31,900+11.3% | Added |
| Janney Montgomery Scott LLC | 305,414 | $28.0M | 0.12% | +20,334+7.1% | Added |
| Keybank National Association | 303,412 | $27.8M | 0.12% | −11,756−3.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 302,742 | $27.8M | 2.09% | +8,683+3.0% | Added |
| GWM Advisors LLC | 301,582 | $27.7M | 0.74% | +19,293+6.8% | Added |
| PFS Investments Inc. | 304,651 | $27.5M | 0.63% | +55,464+22.3% | Added |
| Mark Asset Management LP | 297,729 | $27.3M | 4.07% | −31,619−9.6% | Reduced |
| Chilton Capital Management LLC | 295,003 | $27.0M | 1.57% | +15,362+5.5% | Added |
| Acadian Asset Management LLC | 292,277 | $26.8M | 0.10% | +174,011+147.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 290,949 | $26.8M | 0.48% | −149,016−33.9% | Reduced |
| Picton Mahoney Asset Management | 289,552 | $26.5M | 0.96% | −16,295−5.3% | Reduced |
| Guggenheim Capital LLC | 289,437 | $26.5M | 0.16% | +32,825+12.8% | Added |
| O'Shaughnessy Asset Management, LLC | 288,213 | $26.4M | 0.53% | −411,716−58.8% | Reduced |
| Pinnacle Associates Ltd | 285,292 | $26.2M | 0.47% | +3,358+1.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 283,569 | $26.0M | 0.33% | +44,807+18.8% | Added |
| NFJ Investment Group, LLC | 283,442 | $26.0M | 0.49% | +1,788+0.6% | Added |
| Artemis Investment Management LLP | 282,145 | $25.9M | 0.22% | −569,038−66.9% | Reduced |
| Tweedy, Browne Co LLC | 282,035 | $25.9M | 0.73% | −121,585−30.1% | Reduced |
| Prudential PLC | 281,721 | $25.8M | 0.24% | −713,954−71.7% | Reduced |
| Westpac Banking Corp | 280,714 | $25.7M | 0.26% | −55,895−16.6% | Reduced |
| Gulf International Bank (UK) Ltd | 280,145 | $25.7M | 0.33% | +12,130+4.5% | Added |
| Hosking Partners LLP | 279,617 | $25.6M | 0.57% | −3,911−1.4% | Reduced |
| AXA S.A. | 278,793 | $25.6M | 0.07% | −49,805−15.2% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 276,290 | $25.3M | 0.74% | −5,417,974−95.1% | Reduced |
| Argent Capital Management LLC | 275,368 | $25.2M | 0.79% | −948−0.3% | Reduced |
| Virginia Retirement Systems Et Al | 273,600 | $25.1M | 0.25% | −16,000−5.5% | Reduced |
| Cubist Systematic Strategies, LLC | 271,643 | $24.9M | 0.28% | −165,634−37.9% | Reduced |
| Bridgeway Capital Management, LLC | 267,735 | $24.5M | 0.44% | −69,500−20.6% | Reduced |
| Utah Retirement Systems | 264,668 | $24.3M | 0.31% | −3,801−1.4% | Reduced |
| Jupiter Asset Management Ltd | 262,538 | $24.1M | 0.25% | −661,379−71.6% | Reduced |
| Commonwealth Equity Services, LLC | 262,334 | $24.1M | 0.06% | +13,111+5.3% | Added |
| British Columbia Investment Management Corp | 261,304 | $24.0M | 0.15% | +30,432+13.2% | Added |
| Bollard Group LLC | 257,120 | $23.6M | 0.75% | +8,904+3.6% | Added |
| Balyasny Asset Management LLC | 255,688 | $23.4M | 0.13% | −1,763,982−87.3% | Reduced |
| Heritage Investors Management Corp | 254,245 | $23.3M | 0.98% | −5,660−2.2% | Reduced |
| Hallmark Capital Management Inc | 252,561 | $23.2M | 1.96% | −15,912−5.9% | Reduced |
| ExodusPoint Capital Management, LP | 250,486 | $23.0M | 0.36% | +94,417+60.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 249,601 | $22.9M | 0.12% | +126,508+102.8% | Added |
| Texas Permanent School Fund | 247,285 | $22.7M | 0.26% | −3,302−1.3% | Reduced |
| Wesbanco Bank Inc | 244,990 | $22.5M | 0.84% | −5,439−2.2% | Reduced |
| State of Alaska, Department of Revenue | 244,402 | $22.4M | 0.23% | −17,957−6.8% | Reduced |
| Public Employees Retirement Association of Colorado | 243,591 | $22.3M | 0.10% | −10,059−4.0% | Reduced |
| Man Group plc | 243,573 | $22.3M | 0.08% | −17,179−6.6% | Reduced |
| RMB Capital Management, LLC | 242,298 | $22.2M | 0.74% | −69,145−22.2% | Reduced |
| Swiss Life Asset Management Ltd | 249,710 | $22.2M | 0.29% | −5,790−2.3% | Reduced |
| Blue Chip Partners, Inc. | 238,277 | $21.8M | 3.12% | +1,517+0.6% | Added |
| Advisor Group Holdings, Inc. | 235,725 | $21.6M | 0.05% | −17,810−7.0% | Reduced |
| Mackay Shields LLC | 233,428 | $21.4M | 0.20% | −22,007−8.6% | Reduced |
| Point72 Asset Management, L.P. | 232,700 | $21.3M | 0.11% | −200,700−46.3% | Reduced |
| Candriam Luxembourg S.C.A. | 222,431 | $21.1M | 0.14% | −222,749−50.0% | Reduced |
| US Bancorp | 230,238 | $21.1M | 0.04% | −3,497−1.5% | Reduced |
| Easterly Investment Partners LLC | 229,399 | $21.0M | 2.47% | −83,999−26.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 227,587 | $20.9M | 0.80% | −22,429−9.0% | Reduced |
| Mutual of America Capital Management LLC | 226,747 | $20.8M | 0.21% | −160−0.1% | Reduced |
| Twin Tree Management, LP | 223,072 | $20.5M | 0.61% | +146,679+192.0% | Added |
| Crossmark Global Holdings, Inc. | 222,371 | $20.4M | 0.48% | +20,423+10.1% | Added |
| Jane Street Group, LLC | 221,783 | $20.3M | 0.05% | +81,316+57.9% | Added |
| DuPont Capital Management Corp | 221,134 | $20.3M | 0.48% | +8,188+3.8% | Added |
| Earnest Partners LLC | 220,665 | $20.2M | 0.12% | −39,780−15.3% | Reduced |
| Tiaa, FSB | 218,908 | $20.1M | 0.07% | −8,366−3.7% | Reduced |
| APG Asset Management N.V. | 254,276 | $19.7M | 0.03% | −52,000−17.0% | Reduced |
| Vontobel Holding Ltd. | 216,410 | $19.6M | 0.17% | −29,753−12.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 211,185 | $19.4M | 4.12% | −310.0% | Reduced |
| Maple Capital Management, Inc. | 185,817 | $19.3M | 2.33% | +18,244+10.9% | Added |
| Abner Herrman & Brock LLC | 205,609 | $18.9M | 2.63% | −285−0.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 205,000 | $18.8M | 0.20% | +205,000 | New |
| Raymond James Financial Services Advisors, Inc. | 199,416 | $18.3M | 0.04% | +29,937+17.7% | Added |
| Grand Jean Capital Management Inc | 195,298 | $17.9M | 4.44% | +350.0% | Added |
| HRT Financial LP | 194,382 | $17.8M | 0.16% | +144,651+290.9% | Added |
| DSC Advisors, L.P. | 193,520 | $17.7M | 17.14% | −420.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 192,857 | $17.7M | 0.72% | +21,261+12.4% | Added |
| IFM Investors Pty Ltd | 190,613 | $17.5M | 0.36% | +37,220+24.3% | Added |
| Mercer Global Advisors Inc | 189,743 | $17.4M | 0.13% | +17,488+10.2% | Added |
| LVM Capital Management Ltd | 189,085 | $17.3M | 2.65% | +1,485+0.8% | Added |