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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 409,945 | $39.9M | 0.26% | +376,101+1,111.3% | Added |
| Boston Common Asset Management, LLC | 415,791 | $40.5M | 1.75% | +951+0.2% | Added |
| Bridger Management, LLC | 416,392 | $40.5M | 4.74% | −167,700−28.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 423,503 | $41.2M | 0.38% | −10,706−2.5% | Reduced |
| Tredje AP-fonden | 425,901 | $41.4M | 0.87% | +11,000+2.7% | Added |
| Teacher Retirement System of Texas | 427,674 | $41.6M | 0.22% | −206,176−32.5% | Reduced |
| ExodusPoint Capital Management, LP | 430,357 | $41.9M | 0.63% | +179,871+71.8% | Added |
| E. Ohman J:or Asset Management AB | 431,745 | $42.0M | 1.32% | −52,083−10.8% | Reduced |
| Oregon Public Employees Retirement Fund | 442,305 | $43.0M | 0.49% | −8,903−2.0% | Reduced |
| Payden & Rygel | 445,000 | $43.3M | 2.25% | −112,100−20.1% | Reduced |
| Federated Hermes, Inc. | 451,050 | $43.9M | 0.08% | +100,478+28.7% | Added |
| HighTower Advisors, LLC | 459,177 | $44.5M | 0.12% | +22,287+5.1% | Added |
| Avalon Investment & Advisory | 462,077 | $45.0M | 1.04% | −2,984−0.6% | Reduced |
| Employees Retirement System of Texas | 469,800 | $45.7M | 0.53% | +46,800+11.1% | Added |
| SEI Investments Co | 471,568 | $46.0M | 0.10% | −52,782−10.1% | Reduced |
| Candriam Luxembourg S.C.A. | 478,176 | $46.5M | 0.32% | +255,745+115.0% | Added |
| Oppenheimer Asset Management Inc. | 484,219 | $47.1M | 0.67% | −32,048−6.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 486,817 | $47.4M | 0.18% | −67,957−12.2% | Reduced |
| Kiltearn Partners LLP | 487,066 | $47.4M | 1.96% | −507,300−51.0% | Reduced |
| Royal London Asset Management Ltd | 490,434 | $47.7M | 0.19% | −6,327−1.3% | Reduced |
| Loomis Sayles & Co L P | 497,063 | $48.4M | 0.06% | +903+0.2% | Added |
| American International Group, Inc. | 499,431 | $48.6M | 0.26% | −15,863−3.1% | Reduced |
| Nisa Investment Advisors, LLC | 507,038 | $49.3M | 0.30% | −2,307−0.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 517,050 | $50.3M | 1.62% | +2,780+0.5% | Added |
| TCW Group Inc | 519,356 | $50.5M | 0.44% | +82,606+18.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 525,891 | $51.2M | 0.25% | +50,249+10.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 530,838 | $51.7M | 4.28% | −46,706−8.1% | Reduced |
| Todd Asset Management LLC | 547,253 | $53.3M | 1.22% | −60,922−10.0% | Reduced |
| Putnam Investments LLC | 554,758 | $54.0M | 0.08% | −93,688−14.4% | Reduced |
| Gabelli Funds LLC | 557,684 | $54.3M | 0.36% | −82,400−12.9% | Reduced |
| Aviva PLC | 561,991 | $54.7M | 0.24% | −1,702−0.3% | Reduced |
| Treasurer of the State of North Carolina | 575,002 | $56.0M | 0.32% | −9,650−1.7% | Reduced |
| LPL Financial LLC | 586,016 | $57.0M | 0.05% | +14,351+2.5% | Added |
| Laurion Capital Management LP | 592,553 | $57.7M | 0.83% | +583,163+6,210.5% | Added |
| STRS Ohio | 598,991 | $58.3M | 0.22% | −52,698−8.1% | Reduced |
| Voya Investment Management LLC | 605,786 | $58.9M | 0.12% | +3,018+0.5% | Added |
| M&T Bank Corp | 613,637 | $59.7M | 0.27% | −6,166−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 628,288 | $61.1M | 0.57% | −38,000−5.7% | Reduced |
| Gateway Investment Advisers LLC | 631,011 | $61.4M | 0.64% | −700−0.1% | Reduced |
| Crake Asset Management LLP | 638,135 | $62.1M | 3.39% | +182,600+40.1% | Added |
| Rafferty Asset Management, LLC | 654,629 | $63.7M | 0.44% | −135,524−17.2% | Reduced |
| Capitolis Advisors LLC | 630,151 | $63.9M | 0.58% | −405,717−39.2% | Reduced |
| Fullerton Fund Management Co Ltd. | 659,299 | $64.2M | 3.89% | −107,921−14.1% | Reduced |
| Standard Life Aberdeen plc | 659,669 | $64.7M | 0.15% | −790.0% | Reduced |
| Cookson Peirce & Co Inc | 694,490 | $67.6M | 4.12% | +5,307+0.8% | Added |
| Asset Management One Co.,Ltd. | 699,235 | $68.0M | 0.26% | −40,899−5.5% | Reduced |
| Clearbridge Investments, LLC | 704,394 | $68.5M | 0.05% | +89,922+14.6% | Added |
| BNP Paribas Arbitrage, SA | 707,218 | $68.8M | 0.16% | −388,857−35.5% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 711,500 | $69.2M | 0.79% | +2,500+0.4% | Added |
| Junto Capital Management LP | 714,166 | $69.5M | 2.19% | −602,439−45.8% | Reduced |
| DnB Asset Management AS | 714,918 | $69.6M | 0.45% | −37,940−5.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 713,855 | $69.7M | 0.38% | +16,556+2.4% | Added |
| Two Sigma Investments, LP | 730,282 | $71.1M | 0.19% | +730,282 | New |
| Bank of Nova Scotia | 733,687 | $72.1M | 0.13% | −132,081−15.3% | Reduced |
| Swedbank AB | 742,589 | $72.3M | 0.14% | +19,919+2.8% | Added |
| Bridgewater Associates, LP | 750,922 | $73.1M | 0.40% | +157,563+26.6% | Added |
| Lazard Freres Gestion S.A.S. | 754,832 | $73.5M | 2.07% | −42,890−5.4% | Reduced |
| CIBC Private Wealth Group, LLC | 762,426 | $74.2M | 0.17% | +93,505+14.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 767,272 | $74.7M | 0.79% | −402,870−34.4% | Reduced |
| RNC Capital Management LLC | 777,139 | $75.6M | 4.02% | −3490.0% | Reduced |
| Storebrand Asset Management AS | 780,830 | $76.0M | 0.37% | −67,380−7.9% | Reduced |
| RBF Capital, LLC | 810,432 | $78.9M | 4.50% | −3,000−0.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 815,705 | $79.4M | 0.17% | −45,459−5.3% | Reduced |
| State of New Jersey Common Pension Fund D | 821,604 | $80.0M | 0.25% | −16,486−2.0% | Reduced |
| Aristotle Capital Management, LLC | 831,161 | $80.9M | 0.15% | −300.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 901,604 | $87.7M | 0.31% | −52,205−5.5% | Reduced |
| Calamos Advisors LLC | 905,633 | $88.1M | 0.42% | +35,078+4.0% | Added |
| Clark Capital Management Group, Inc. | 915,392 | $89.1M | 1.22% | −71,332−7.2% | Reduced |
| Victory Capital Management Inc | 933,469 | $90.8M | 0.09% | −46,371−4.7% | Reduced |
| Public Employees Retirement System of Ohio | 933,764 | $90.9M | 0.32% | −27,941−2.9% | Reduced |
| Pictet Asset Management SA | 961,698 | $93.6M | 0.10% | +961,698 | New |
| Sadoff Investment Management LLC | 976,461 | $95.0M | 6.43% | −35,334−3.5% | Reduced |
| Panagora Asset Management Inc | 989,349 | $96.3M | 0.51% | +187,858+23.4% | Added |
| Public Sector Pension Investment Board | 993,990 | $96.7M | 0.57% | +1600.0% | Added |
| Eminence Capital, LP | 1,020,082 | $99.3M | 1.36% | −1,330,588−56.6% | Reduced |
| Truist Financial Corp | 1,024,318 | $99.7M | 0.16% | +23,272+2.3% | Added |
| Toronto Dominion Bank | 1,077,579 | $104.9M | 0.16% | −6,169−0.6% | Reduced |
| State of Tennessee, Treasury Department | 1,083,380 | $105.4M | 0.41% | −13,625−1.2% | Reduced |
| Korea Investment CORP | 1,086,285 | $105.7M | 0.32% | −179,654−14.2% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,093,157 | $106.4M | 2.49% | −401,744−26.9% | Reduced |
| Douglas Lane & Associates, LLC | 1,100,154 | $107.1M | 1.53% | −30,894−2.7% | Reduced |
| Sound Shore Management Inc | 1,113,324 | $108.3M | 3.06% | −127,582−10.3% | Reduced |
| Retirement Systems of Alabama | 1,121,556 | $109.1M | 0.41% | −66,029−5.6% | Reduced |
| Zurich Insurance Group Ltd | 1,134,048 | $110.4M | 1.32% | −175,978−13.4% | Reduced |
| Fred Alger Management, LLC | 1,148,482 | $111.8M | 0.27% | −245,967−17.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,188,938 | $115.7M | 0.26% | −164,597−12.2% | Reduced |
| Stifel Financial Corp | 1,194,909 | $116.3M | 0.17% | −45,501−3.7% | Reduced |
| Factory Mutual Insurance Co | 1,217,898 | $118.5M | 1.48% | −49,100−3.9% | Reduced |
| Raymond James & Associates | 1,228,782 | $119.6M | 0.11% | −91,581−6.9% | Reduced |
| Russell Investments Group, Ltd. | 1,239,435 | $121.0M | 0.20% | −85,898−6.5% | Reduced |
| Epoch Investment Partners, Inc. | 1,251,092 | $121.7M | 0.68% | −785,642−38.6% | Reduced |
| Evercore Wealth Management, LLC | 1,271,587 | $123.7M | 2.24% | −16,128−1.3% | Reduced |
| Natixis Advisors, L.P. | 1,299,568 | $126.5M | 0.52% | −42,897−3.2% | Reduced |
| Mackenzie Financial Corp | 1,327,975 | $129.2M | 0.18% | −98,911−6.9% | Reduced |
| Ninety One UK Ltd | 1,340,566 | $130.4M | 0.33% | −669,905−33.3% | Reduced |
| Tesco Pension Investment Ltd | 1,352,706 | $131.6M | 2.42% | −76,405−5.3% | Reduced |
| DekaBank Deutsche Girozentrale | 1,361,885 | $136.7M | 0.38% | −524,819−27.8% | Reduced |
| Westfield Capital Management Co LP | 1,433,446 | $139.5M | 0.84% | +136,156+10.5% | Added |
| Artisan Partners Limited Partnership | 1,477,954 | $143.8M | 0.18% | −14,860−1.0% | Reduced |
| Great West Life Assurance Co | 1,472,684 | $144.3M | 0.34% | +8,962+0.6% | Added |