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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 1,528,842 | $148.8M | 0.30% | +7,245+0.5% | Added |
| American Century Companies Inc | 1,565,815 | $152.4M | 0.10% | −13,762−0.9% | Reduced |
| Railway Pension Investments Ltd | 1,574,222 | $153.2M | 1.24% | +59,200+3.9% | Added |
| Commerce Bank | 1,589,903 | $154.7M | 1.09% | +18,023+1.1% | Added |
| Prudential Financial Inc | 1,600,347 | $155.8M | 0.22% | −1,905,797−54.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,611,234 | $156.8M | 0.31% | −66,500−4.0% | Reduced |
| State Board of Administration of Florida Retirement System | 1,644,878 | $160.1M | 0.31% | −78,938−4.6% | Reduced |
| Alphinity Investment Management Pty Ltd | 1,651,325 | $160.7M | 5.98% | −298,562−15.3% | Reduced |
| Fifth Third Bancorp | 1,715,592 | $166.9M | 0.73% | +6,038+0.4% | Added |
| Pzena Investment Management LLC | 1,754,556 | $170.7M | 0.68% | −654,722−27.2% | Reduced |
| New York State Teachers Retirement System | 1,764,623 | $171.7M | 0.36% | −75,616−4.1% | Reduced |
| First Republic Investment Management, Inc. | 1,804,838 | $175.6M | 0.43% | +399,341+28.4% | Added |
| Neuberger Berman Group LLC | 1,832,617 | $175.7M | 0.15% | −22,930−1.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,842,771 | $179.3M | 4.67% | −20,434−1.1% | Reduced |
| Envestnet Asset Management Inc | 1,881,926 | $183.1M | 0.10% | +564,729+42.9% | Added |
| Ensign Peak Advisors, Inc | 1,922,826 | $187.1M | 0.39% | −171,197−8.2% | Reduced |
| National Pension Service | 1,924,282 | $187.3M | 0.36% | −6,704−0.3% | Reduced |
| First Trust Advisors LP | 1,974,452 | $192.1M | 0.21% | −131,066−6.2% | Reduced |
| State of Wisconsin Investment Board | 1,976,349 | $192.3M | 0.40% | +556,820+39.2% | Added |
| Susquehanna International Group, LLP | 2,146,205 | $208.8M | 0.27% | +10,046+0.5% | Added |
| Focused Investors LLC | 2,179,800 | $212.1M | 7.07% | −70,200−3.1% | Reduced |
| KBC Group NV | 2,220,127 | $216.0M | 0.79% | +59,686+2.8% | Added |
| HSBC Holdings PLC | 2,259,101 | $221.4M | 0.25% | −30,226−1.3% | Reduced |
| Rhumbline Advisers | 2,328,524 | $226.6M | 0.31% | −118,562−4.8% | Reduced |
| AMF Pensionsforsakring AB | 2,422,866 | $235.9M | 1.71% | +268,302+12.5% | Added |
| California State Teachers Retirement System | 2,472,924 | $240.6M | 0.31% | −52,325−2.1% | Reduced |
| Citadel Advisors LLC | 2,568,893 | $250.0M | 0.28% | +1,124,607+77.9% | Added |
| Cullen Capital Management LLC | 2,680,313 | $260.8M | 2.56% | −270,376−9.2% | Reduced |
| Eaton Vance Management | 2,750,390 | $266.0M | 0.37% | −166,874−5.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,739,524 | $266.6M | 0.25% | −44,601−1.6% | Reduced |
| Schroder Investment Management Group | 2,756,062 | $268.2M | 0.43% | −495,508−15.2% | Reduced |
| Ontario Teachers Pension Plan Board | 2,769,657 | $269.5M | 1.04% | −1,166,312−29.6% | Reduced |
| Nordea Investment Management AB | 2,748,907 | $274.1M | 0.36% | −8,358−0.3% | Reduced |
| Citigroup Inc | 2,954,137 | $287.5M | 0.29% | −262,870−8.2% | Reduced |
| Agf Investments Inc. | 3,029,965 | $294.8M | 2.26% | +40,737+1.4% | Added |
| California Public Employees Retirement System | 3,078,482 | $299.6M | 0.22% | −57,149−1.8% | Reduced |
| Credit Suisse AG | 3,278,427 | $319.0M | 0.26% | −1,232,342−27.3% | Reduced |
| Millennium Management LLC | 3,288,057 | $320.0M | 0.42% | +261,948+8.7% | Added |
| Alliancebernstein L.P. | 3,368,631 | $327.8M | 0.13% | −328,256−8.9% | Reduced |
| Fayez Sarofim & Co | 3,402,624 | $331.1M | 1.10% | −5,805−0.2% | Reduced |
| New York State Common Retirement Fund | 3,442,999 | $335.0M | 0.36% | −232,740−6.3% | Reduced |
| Amundi | 3,453,349 | $336.0M | 0.24% | −248,328−6.7% | Reduced |
| Lord, Abbett & Co. LLC | 3,632,793 | $353.5M | 0.85% | +340,437+10.3% | Added |
| Allianz Asset Management GmbH | 3,647,359 | $354.9M | 0.29% | −689,418−15.9% | Reduced |
| Principal Financial Group Inc | 3,720,385 | $362.0M | 0.24% | −14,916−0.4% | Reduced |
| Macquarie Group Ltd | 3,734,710 | $363.4M | 0.31% | −225,124−5.7% | Reduced |
| Deutsche Bank AG | 3,786,966 | $368.5M | 0.17% | +119,417+3.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,170,455 | $405.8M | 0.25% | −282,814−6.4% | Reduced |
| TD Asset Management Inc | 4,770,249 | $464.2M | 0.48% | −255,237−5.1% | Reduced |
| LSV Asset Management | 4,903,333 | $477.1M | 0.86% | −256,867−5.0% | Reduced |
| Capital World Investors | 4,926,990 | $479.4M | 0.08% | +11,243+0.2% | Added |
| Franklin Resources Inc | 4,932,817 | $480.0M | 0.18% | −2,717,684−35.5% | Reduced |
| Barclays PLC | 5,265,085 | $512.3M | 0.36% | +966,133+22.5% | Added |
| 1832 Asset Management L.P. | 5,115,880 | $512.5M | 0.96% | +5,115,272+841,327.6% | Added |
| Parametric Portfolio Associates LLC | 5,297,300 | $515.5M | 0.29% | +125,825+2.4% | Added |
| Wells Fargo & Company | 5,389,903 | $524.5M | 0.12% | −124,726−2.3% | Reduced |
| Royal Bank of Canada | 5,469,515 | $532.2M | 0.15% | +381,705+7.5% | Added |
| UBS Group AG | 5,550,886 | $540.2M | 0.23% | −15,921−0.3% | Reduced |
| Canada Pension Plan Investment Board | 5,804,217 | $564.8M | 0.64% | +1,6810.0% | Added |
| UBS Asset Management Americas Inc | 5,809,527 | $565.3M | 0.23% | +166,857+3.0% | Added |
| FIL Ltd | 6,418,882 | $624.6M | 0.69% | −972,212−13.2% | Reduced |
| Charles Schwab Investment Management Inc | 7,085,036 | $689.4M | 0.23% | −76,094−1.1% | Reduced |
| GQG Partners LLC | 7,834,711 | $762.3M | 2.09% | +603,958+8.4% | Added |
| Invesco Ltd. | 9,166,682 | $892.0M | 0.23% | −2,190,818−19.3% | Reduced |
| Goldman Sachs Group Inc | 9,420,206 | $916.7M | 0.23% | +1,911,640+25.5% | Added |
| Capital Research Global Investors | 9,552,799 | $929.6M | 0.22% | +8,786,406+1,146.5% | Added |
| Legal & General Group Plc | 9,642,588 | $938.3M | 0.31% | +204,126+2.2% | Added |
| Primecap Management Co | 9,814,035 | $955.0M | 0.67% | −229,938−2.3% | Reduced |
| Fisher Asset Management, LLC | 9,973,831 | $970.6M | 0.60% | +231,534+2.4% | Added |
| Manufacturers Life Insurance Company, The | 10,251,695 | $997.6M | 0.82% | +921,218+9.9% | Added |
| Bank of Montreal | 10,621,064 | $1.06B | 0.53% | −243,734−2.2% | Reduced |
| Dimensional Fund Advisors LP | 11,505,673 | $1.12B | 0.36% | −92,970−0.8% | Reduced |
| Janus Henderson Group PLC | 13,302,591 | $1.29B | 0.57% | −673,859−4.8% | Reduced |
| Bank of New York Mellon Corp | 14,133,386 | $1.38B | 0.27% | +1,229,381+9.5% | Added |
| Eagle Capital Management LLC | 15,010,646 | $1.46B | 4.29% | −479,253−3.1% | Reduced |
| Northern Trust Corp | 15,157,263 | $1.47B | 0.26% | −1,629,463−9.7% | Reduced |
| Ameriprise Financial Inc | 16,341,611 | $1.59B | 0.51% | −1,125,178−6.4% | Reduced |
| Norges Bank | 16,600,366 | $1.62B | 0.36% | −1,966,870−10.6% | Reduced |
| Nuveen Asset Management, LLC | 18,863,212 | $1.84B | 0.57% | +1,174,567+6.6% | Added |
| Massachusetts Financial Services Co | 19,989,339 | $1.95B | 0.57% | +1,668,662+9.1% | Added |
| Bank of America Corp | 23,097,353 | $2.25B | 0.25% | +1,122,216+5.1% | Added |
| Geode Capital Management, LLC | 23,667,279 | $2.30B | 0.31% | −452,962−1.9% | Reduced |
| JPMorgan Chase & Co | 42,013,266 | $4.09B | 0.54% | −10,814,433−20.5% | Reduced |
| Wellington Management Group LLP | 42,695,321 | $4.15B | 0.71% | +4,477,785+11.7% | Added |
| FMR LLC | 43,032,639 | $4.19B | 0.33% | −1,556,071−3.5% | Reduced |
| Price T Rowe Associates Inc | 53,543,625 | $5.21B | 0.49% | −4,786,484−8.2% | Reduced |
| BlackRock Inc. | 113,197,098 | $11.0B | 0.31% | −7,328,049−6.1% | Reduced |
| Vanguard Group Inc | 118,588,683 | $11.5B | 0.29% | −2,040,907−1.7% | Reduced |
| State Street Corp | 127,805,645 | $12.4B | 0.66% | −1,888,387−1.5% | Reduced |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $36.7B | 100.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2 | – | – | +2 | New |
| Sofos Investments, Inc. | 53 | – | – | 00.0% | Unchanged |
| Marshall Wace Asia Ltd | 0 | $0 | 0.00% | −2,263,572−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −750,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −608,188−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −550,000−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −330,475−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −281,721−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −255,688−100.0% | Sold out |