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, 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 | 2,746 | $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, 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 |
|---|---|---|---|---|---|
| Beacon Investment Advisory Services, Inc. | 182,517 | $17.8M | 0.74% | −10,340−5.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 182,919 | $17.8M | 0.21% | −3,570−1.9% | Reduced |
| Moody National Bank Trust Division | 183,567 | $17.9M | 0.26% | −567−0.3% | Reduced |
| TPI Fund Managers Ltd | 184,680 | $18.0M | 2.43% | +1,121+0.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 185,707 | $18.1M | 0.04% | −13,709−6.9% | Reduced |
| Bridgecreek Investment Management, LLC | 187,560 | $18.3M | 2.61% | −1,000−0.5% | Reduced |
| CIBC Asset Management Inc | 189,003 | $18.4M | 0.07% | +8,890+4.9% | Added |
| Maple Capital Management, Inc. | 189,648 | $18.5M | 2.34% | +3,831+2.1% | Added |
| Mercer Global Advisors Inc | 190,901 | $18.6M | 0.13% | +1,158+0.6% | Added |
| IFM Investors Pty Ltd | 191,035 | $18.6M | 0.38% | +422+0.2% | Added |
| Ergoteles LLC | 193,006 | $18.8M | 0.69% | +193,006 | New |
| Grand Jean Capital Management Inc | 195,193 | $19.0M | 4.80% | −105−0.1% | Reduced |
| Earnest Partners LLC | 197,660 | $19.2M | 0.12% | −23,005−10.4% | Reduced |
| APG Asset Management N.V. | 229,976 | $19.3M | 0.03% | −24,300−9.6% | Reduced |
| Vontobel Holding Ltd. | 202,695 | $19.7M | 0.17% | −13,715−6.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 205,000 | $19.9M | 0.21% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 209,931 | $20.4M | 2.88% | +4,322+2.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 211,356 | $20.6M | 6.19% | +171+0.1% | Added |
| Guggenheim Capital LLC | 216,832 | $21.1M | 0.13% | −72,605−25.1% | Reduced |
| LGT Capital Partners Ltd. | 220,160 | $21.4M | 0.65% | −189,620−46.3% | Reduced |
| Wesbanco Bank Inc | 220,393 | $21.4M | 0.82% | −24,597−10.0% | Reduced |
| Mackay Shields LLC | 222,416 | $21.6M | 0.20% | −11,012−4.7% | Reduced |
| Westpac Banking Corp | 222,898 | $21.7M | 0.23% | −57,816−20.6% | Reduced |
| Mutual of America Capital Management LLC | 223,915 | $21.8M | 0.22% | −2,832−1.2% | Reduced |
| Tiaa, FSB | 225,233 | $21.9M | 0.08% | +6,325+2.9% | Added |
| Texas Permanent School Fund | 225,491 | $21.9M | 0.27% | −21,794−8.8% | Reduced |
| US Bancorp | 235,840 | $22.9M | 0.04% | +5,602+2.4% | Added |
| Hallmark Capital Management Inc | 237,132 | $23.1M | 2.01% | −15,429−6.1% | Reduced |
| State of Alaska, Department of Revenue | 237,198 | $23.1M | 0.23% | −7,204−2.9% | Reduced |
| Tweedy, Browne Co LLC | 237,835 | $23.1M | 0.77% | −44,200−15.7% | Reduced |
| Blue Chip Partners, Inc. | 240,891 | $23.4M | 3.29% | +2,614+1.1% | Added |
| Public Employees Retirement Association of Colorado | 242,475 | $23.6M | 0.10% | −1,116−0.5% | Reduced |
| Heritage Investors Management Corp | 244,991 | $23.8M | 1.00% | −9,254−3.6% | Reduced |
| Mariner, LLC | 245,301 | $23.9M | 0.12% | −74,717−23.3% | Reduced |
| Utah Retirement Systems | 246,468 | $24.0M | 0.32% | −18,200−6.9% | Reduced |
| RMB Capital Management, LLC | 247,443 | $24.1M | 0.79% | +5,145+2.1% | Added |
| Hosking Partners LLP | 251,415 | $24.5M | 0.61% | −28,202−10.1% | Reduced |
| Advisor Group Holdings, Inc. | 257,306 | $25.1M | 0.05% | +21,581+9.2% | Added |
| British Columbia Investment Management Corp | 258,051 | $25.1M | 0.15% | −3,253−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 260,180 | $25.3M | 0.32% | −11,463−4.2% | Reduced |
| Comerica Bank | 250,897 | $25.5M | 0.15% | −68,287−21.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 262,883 | $25.6M | 0.33% | −20,686−7.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 264,187 | $25.7M | 0.53% | −24,026−8.3% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 267,090 | $26.0M | 0.87% | −9,200−3.3% | Reduced |
| D. E. Shaw & Co., Inc. | 267,733 | $26.1M | 0.03% | +258,272+2,729.9% | Added |
| Bollard Group LLC | 269,654 | $26.2M | 0.86% | +12,534+4.9% | Added |
| Gulf International Bank (UK) Ltd | 274,690 | $26.7M | 0.34% | −5,455−1.9% | Reduced |
| Argent Capital Management LLC | 277,286 | $27.0M | 0.85% | +1,918+0.7% | Added |
| Picton Mahoney Asset Management | 278,712 | $27.1M | 1.05% | −10,840−3.7% | Reduced |
| Pinnacle Associates Ltd | 282,501 | $27.5M | 0.51% | −2,791−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 286,077 | $27.8M | 0.07% | +23,743+9.1% | Added |
| NFJ Investment Group, LLC | 287,019 | $27.9M | 0.55% | +3,577+1.3% | Added |
| Chilton Capital Management LLC | 290,448 | $28.3M | 1.61% | −4,555−1.5% | Reduced |
| Mark Asset Management LP | 295,262 | $28.7M | 4.32% | −2,467−0.8% | Reduced |
| Keybank National Association | 297,957 | $29.0M | 0.13% | −5,455−1.8% | Reduced |
| Nomura Asset Management Co Ltd | 298,005 | $29.0M | 0.16% | −126,695−29.8% | Reduced |
| Bessemer Group Inc | 299,197 | $29.1M | 0.06% | −20,426−6.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 302,333 | $29.4M | 0.07% | −1,238,767−80.4% | Reduced |
| AXA S.A. | 303,574 | $29.5M | 0.08% | +24,781+8.9% | Added |
| Braun Stacey Associates Inc | 304,626 | $29.6M | 1.19% | −14,210−4.5% | Reduced |
| Janney Montgomery Scott LLC | 304,851 | $29.7M | 0.13% | −563−0.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 308,993 | $30.1M | 2.25% | +6,251+2.1% | Added |
| Forsta Ap-Fonden | 311,763 | $30.3M | 0.34% | −2,500−0.8% | Reduced |
| Jupiter Asset Management Ltd | 315,075 | $30.6M | 0.35% | +52,537+20.0% | Added |
| Swiss Life Asset Management Ltd | 319,550 | $31.1M | 0.43% | +69,840+28.0% | Added |
| Chartwell Investment Partners, LLC | 320,684 | $31.2M | 0.97% | −270.0% | Reduced |
| M&G Investment Management Ltd | 325,332 | $31.6M | 0.15% | −115,720−26.2% | Reduced |
| Brandywine Global Investment Management, LLC | 324,586 | $31.6M | 0.24% | −117,818−26.6% | Reduced |
| GWM Advisors LLC | 327,237 | $31.8M | 0.79% | +25,655+8.5% | Added |
| MetLife Investment Management | 329,676 | $32.1M | 0.29% | −15,419−4.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 330,555 | $32.2M | 2.51% | −89,821−21.4% | Reduced |
| Handelsbanken Fonder AB | 334,681 | $32.6M | 0.17% | +6,435+2.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 335,826 | $32.8M | 0.52% | +44,877+15.4% | Added |
| ProShare Advisors LLC | 338,546 | $32.9M | 0.09% | +8,371+2.5% | Added |
| Worldquant Millennium Advisors LLC | 339,738 | $33.1M | 0.72% | +332,908+4,874.2% | Added |
| PFS Investments Inc. | 331,314 | $33.2M | 0.69% | +26,663+8.8% | Added |
| USS Investment Management Ltd | 342,242 | $33.3M | 0.29% | +311,742+1,022.1% | Added |
| Ossiam | 344,259 | $33.5M | 0.95% | +266,832+344.6% | Added |
| Gamco Investors, Inc. Et Al | 349,681 | $34.0M | 0.30% | −16,802−4.6% | Reduced |
| Rathbone Brothers plc | 350,908 | $34.1M | 0.37% | +22,500+6.9% | Added |
| Kames Capital plc | 354,869 | $34.5M | 0.49% | +178,399+101.1% | Added |
| Adams Diversified Equity Fund, Inc. | 362,500 | $35.3M | 1.39% | −51,300−12.4% | Reduced |
| State of Michigan Retirement System | 366,522 | $35.7M | 0.20% | −667,000−64.5% | Reduced |
| Fiduciary Trust Co | 368,860 | $35.9M | 0.64% | −647−0.2% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $35.9M | 1.46% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 369,464 | $36.0M | 1.63% | −61,082−14.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 371,039 | $36.1M | 1.31% | +371,039 | New |
| Select Equity Group, L.P. | 372,032 | $36.2M | 0.12% | −336,883−47.5% | Reduced |
| AQR Capital Management LLC | 375,077 | $36.5M | 0.07% | −160,853−30.0% | Reduced |
| NN Investment Partners Holdings N.V. | 376,048 | $36.6M | 0.20% | +14,769+4.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 381,061 | $37.1M | 0.20% | −13,541−3.4% | Reduced |
| HRT Financial LP | 382,660 | $37.2M | 0.23% | +188,278+96.9% | Added |
| CIBC World Markets Corp | 385,609 | $37.5M | 0.26% | +6,452+1.7% | Added |
| Amalgamated Bank | 388,457 | $37.8M | 0.32% | −23,322−5.7% | Reduced |
| Arizona State Retirement System | 389,136 | $37.9M | 0.31% | −6,347−1.6% | Reduced |
| AMP Capital Investors Ltd | 390,553 | $38.1M | 0.21% | −123,698−24.1% | Reduced |
| Man Group plc | 397,071 | $38.6M | 0.14% | +153,498+63.0% | Added |
| CIBC World Markets Inc. | 398,292 | $38.8M | 0.14% | +18,720+4.9% | Added |
| Diamond Hill Capital Management Inc | 404,154 | $39.3M | 0.15% | −3,379,897−89.3% | Reduced |
| Umb Bank N A | 407,788 | $39.7M | 0.89% | +8,166+2.0% | Added |