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, Q3 2021
Institutional positions in Morgan Stanley as of Sep 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
- 1,592
- +63 vs. Q2 2021
- Shares held
- 1.53B
- −37.1M (−2.4%) vs. Q2 2021
- Total value
- $148.8B
- +$5.24B (+3.7%) vs. Q2 2021
- New holders
- 138
- 555 more added
- Sold out
- 75
- 660 more reduced
21 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $36.7B | 100.00% | 00.0% | Unchanged |
| State Street Corp | 127,805,645 | $12.4B | 0.66% | −1,888,387−1.5% | Reduced |
| Vanguard Group Inc | 118,588,683 | $11.5B | 0.29% | −2,040,907−1.7% | Reduced |
| BlackRock Inc. | 113,197,098 | $11.0B | 0.31% | −7,328,049−6.1% | Reduced |
| Price T Rowe Associates Inc | 53,543,625 | $5.21B | 0.49% | −4,786,484−8.2% | Reduced |
| FMR LLC | 43,032,639 | $4.19B | 0.33% | −1,556,071−3.5% | Reduced |
| Wellington Management Group LLP | 42,695,321 | $4.15B | 0.71% | +4,477,785+11.7% | Added |
| JPMorgan Chase & Co | 42,013,266 | $4.09B | 0.54% | −10,814,433−20.5% | Reduced |
| Geode Capital Management, LLC | 23,667,279 | $2.30B | 0.31% | −452,962−1.9% | Reduced |
| Bank of America Corp | 23,097,353 | $2.25B | 0.25% | +1,122,216+5.1% | Added |
| Massachusetts Financial Services Co | 19,989,339 | $1.95B | 0.57% | +1,668,662+9.1% | Added |
| Nuveen Asset Management, LLC | 18,863,212 | $1.84B | 0.57% | +1,174,567+6.6% | Added |
| Norges Bank | 16,600,366 | $1.62B | 0.36% | −1,966,870−10.6% | Reduced |
| Ameriprise Financial Inc | 16,341,611 | $1.59B | 0.51% | −1,125,178−6.4% | Reduced |
| Northern Trust Corp | 15,157,263 | $1.47B | 0.26% | −1,629,463−9.7% | Reduced |
| Eagle Capital Management LLC | 15,010,646 | $1.46B | 4.29% | −479,253−3.1% | Reduced |
| Bank of New York Mellon Corp | 14,133,386 | $1.38B | 0.27% | +1,229,381+9.5% | Added |
| Janus Henderson Group PLC | 13,302,591 | $1.29B | 0.57% | −673,859−4.8% | Reduced |
| Dimensional Fund Advisors LP | 11,505,673 | $1.12B | 0.36% | −92,970−0.8% | Reduced |
| Bank of Montreal | 10,621,064 | $1.06B | 0.53% | −243,734−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 10,251,695 | $997.6M | 0.82% | +921,218+9.9% | Added |
| Fisher Asset Management, LLC | 9,973,831 | $970.6M | 0.60% | +231,534+2.4% | Added |
| Primecap Management Co | 9,814,035 | $955.0M | 0.67% | −229,938−2.3% | Reduced |
| Legal & General Group Plc | 9,642,588 | $938.3M | 0.31% | +204,126+2.2% | Added |
| Capital Research Global Investors | 9,552,799 | $929.6M | 0.22% | +8,786,406+1,146.5% | Added |
| Goldman Sachs Group Inc | 9,420,206 | $916.7M | 0.23% | +1,911,640+25.5% | Added |
| Invesco Ltd. | 9,166,682 | $892.0M | 0.23% | −2,190,818−19.3% | Reduced |
| GQG Partners LLC | 7,834,711 | $762.3M | 2.09% | +603,958+8.4% | Added |
| Charles Schwab Investment Management Inc | 7,085,036 | $689.4M | 0.23% | −76,094−1.1% | Reduced |
| FIL Ltd | 6,418,882 | $624.6M | 0.69% | −972,212−13.2% | Reduced |
| UBS Asset Management Americas Inc | 5,809,527 | $565.3M | 0.23% | +166,857+3.0% | Added |
| Canada Pension Plan Investment Board | 5,804,217 | $564.8M | 0.64% | +1,6810.0% | Added |
| UBS Group AG | 5,550,886 | $540.2M | 0.23% | −15,921−0.3% | Reduced |
| Royal Bank of Canada | 5,469,515 | $532.2M | 0.15% | +381,705+7.5% | Added |
| Wells Fargo & Company | 5,389,903 | $524.5M | 0.12% | −124,726−2.3% | Reduced |
| Parametric Portfolio Associates LLC | 5,297,300 | $515.5M | 0.29% | +125,825+2.4% | Added |
| 1832 Asset Management L.P. | 5,115,880 | $512.5M | 0.96% | +5,115,272+841,327.6% | Added |
| Barclays PLC | 5,265,085 | $512.3M | 0.36% | +966,133+22.5% | Added |
| Franklin Resources Inc | 4,932,817 | $480.0M | 0.18% | −2,717,684−35.5% | Reduced |
| Capital World Investors | 4,926,990 | $479.4M | 0.08% | +11,243+0.2% | Added |
| LSV Asset Management | 4,903,333 | $477.1M | 0.86% | −256,867−5.0% | Reduced |
| TD Asset Management Inc | 4,770,249 | $464.2M | 0.48% | −255,237−5.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,170,455 | $405.8M | 0.25% | −282,814−6.4% | Reduced |
| Deutsche Bank AG | 3,786,966 | $368.5M | 0.17% | +119,417+3.3% | Added |
| Macquarie Group Ltd | 3,734,710 | $363.4M | 0.31% | −225,124−5.7% | Reduced |
| Principal Financial Group Inc | 3,720,385 | $362.0M | 0.24% | −14,916−0.4% | Reduced |
| Allianz Asset Management GmbH | 3,647,359 | $354.9M | 0.29% | −689,418−15.9% | Reduced |
| Lord, Abbett & Co. LLC | 3,632,793 | $353.5M | 0.85% | +340,437+10.3% | Added |
| Amundi | 3,453,349 | $336.0M | 0.24% | −248,328−6.7% | Reduced |
| New York State Common Retirement Fund | 3,442,999 | $335.0M | 0.36% | −232,740−6.3% | Reduced |
| Fayez Sarofim & Co | 3,402,624 | $331.1M | 1.10% | −5,805−0.2% | Reduced |
| Alliancebernstein L.P. | 3,368,631 | $327.8M | 0.13% | −328,256−8.9% | Reduced |
| Millennium Management LLC | 3,288,057 | $320.0M | 0.42% | +261,948+8.7% | Added |
| Credit Suisse AG | 3,278,427 | $319.0M | 0.26% | −1,232,342−27.3% | Reduced |
| California Public Employees Retirement System | 3,078,482 | $299.6M | 0.22% | −57,149−1.8% | Reduced |
| Agf Investments Inc. | 3,029,965 | $294.8M | 2.26% | +40,737+1.4% | Added |
| Citigroup Inc | 2,954,137 | $287.5M | 0.29% | −262,870−8.2% | Reduced |
| Nordea Investment Management AB | 2,748,907 | $274.1M | 0.36% | −8,358−0.3% | Reduced |
| Ontario Teachers Pension Plan Board | 2,769,657 | $269.5M | 1.04% | −1,166,312−29.6% | Reduced |
| Schroder Investment Management Group | 2,756,062 | $268.2M | 0.43% | −495,508−15.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,739,524 | $266.6M | 0.25% | −44,601−1.6% | Reduced |
| Eaton Vance Management | 2,750,390 | $266.0M | 0.37% | −166,874−5.7% | Reduced |
| Cullen Capital Management LLC | 2,680,313 | $260.8M | 2.56% | −270,376−9.2% | Reduced |
| Citadel Advisors LLC | 2,568,893 | $250.0M | 0.28% | +1,124,607+77.9% | Added |
| California State Teachers Retirement System | 2,472,924 | $240.6M | 0.31% | −52,325−2.1% | Reduced |
| AMF Pensionsforsakring AB | 2,422,866 | $235.9M | 1.71% | +268,302+12.5% | Added |
| Rhumbline Advisers | 2,328,524 | $226.6M | 0.31% | −118,562−4.8% | Reduced |
| HSBC Holdings PLC | 2,259,101 | $221.4M | 0.25% | −30,226−1.3% | Reduced |
| KBC Group NV | 2,220,127 | $216.0M | 0.79% | +59,686+2.8% | Added |
| Focused Investors LLC | 2,179,800 | $212.1M | 7.07% | −70,200−3.1% | Reduced |
| Susquehanna International Group, LLP | 2,146,205 | $208.8M | 0.27% | +10,046+0.5% | Added |
| State of Wisconsin Investment Board | 1,976,349 | $192.3M | 0.40% | +556,820+39.2% | Added |
| First Trust Advisors LP | 1,974,452 | $192.1M | 0.21% | −131,066−6.2% | Reduced |
| National Pension Service | 1,924,282 | $187.3M | 0.36% | −6,704−0.3% | Reduced |
| Ensign Peak Advisors, Inc | 1,922,826 | $187.1M | 0.39% | −171,197−8.2% | Reduced |
| Envestnet Asset Management Inc | 1,881,926 | $183.1M | 0.10% | +564,729+42.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,842,771 | $179.3M | 4.67% | −20,434−1.1% | Reduced |
| Neuberger Berman Group LLC | 1,832,617 | $175.7M | 0.15% | −22,930−1.2% | Reduced |
| First Republic Investment Management, Inc. | 1,804,838 | $175.6M | 0.43% | +399,341+28.4% | Added |
| New York State Teachers Retirement System | 1,764,623 | $171.7M | 0.36% | −75,616−4.1% | Reduced |
| Pzena Investment Management LLC | 1,754,556 | $170.7M | 0.68% | −654,722−27.2% | Reduced |
| Fifth Third Bancorp | 1,715,592 | $166.9M | 0.73% | +6,038+0.4% | Added |
| Alphinity Investment Management Pty Ltd | 1,651,325 | $160.7M | 5.98% | −298,562−15.3% | Reduced |
| State Board of Administration of Florida Retirement System | 1,644,878 | $160.1M | 0.31% | −78,938−4.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,611,234 | $156.8M | 0.31% | −66,500−4.0% | Reduced |
| Prudential Financial Inc | 1,600,347 | $155.8M | 0.22% | −1,905,797−54.4% | Reduced |
| Commerce Bank | 1,589,903 | $154.7M | 1.09% | +18,023+1.1% | Added |
| Railway Pension Investments Ltd | 1,574,222 | $153.2M | 1.24% | +59,200+3.9% | Added |
| American Century Companies Inc | 1,565,815 | $152.4M | 0.10% | −13,762−0.9% | Reduced |
| Thrivent Financial for Lutherans | 1,528,842 | $148.8M | 0.30% | +7,245+0.5% | Added |
| Great West Life Assurance Co | 1,472,684 | $144.3M | 0.34% | +8,962+0.6% | Added |
| Artisan Partners Limited Partnership | 1,477,954 | $143.8M | 0.18% | −14,860−1.0% | Reduced |
| Westfield Capital Management Co LP | 1,433,446 | $139.5M | 0.84% | +136,156+10.5% | Added |
| DekaBank Deutsche Girozentrale | 1,361,885 | $136.7M | 0.38% | −524,819−27.8% | Reduced |
| Tesco Pension Investment Ltd | 1,352,706 | $131.6M | 2.42% | −76,405−5.3% | Reduced |
| Ninety One UK Ltd | 1,340,566 | $130.4M | 0.33% | −669,905−33.3% | Reduced |
| Mackenzie Financial Corp | 1,327,975 | $129.2M | 0.18% | −98,911−6.9% | Reduced |
| Natixis Advisors, L.P. | 1,299,568 | $126.5M | 0.52% | −42,897−3.2% | Reduced |
| Evercore Wealth Management, LLC | 1,271,587 | $123.7M | 2.24% | −16,128−1.3% | Reduced |
| Epoch Investment Partners, Inc. | 1,251,092 | $121.7M | 0.68% | −785,642−38.6% | Reduced |