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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 1,239,435 | $121.0M | 0.20% | −85,898−6.5% | Reduced |
| Raymond James & Associates | 1,228,782 | $119.6M | 0.11% | −91,581−6.9% | Reduced |
| Factory Mutual Insurance Co | 1,217,898 | $118.5M | 1.48% | −49,100−3.9% | Reduced |
| Stifel Financial Corp | 1,194,909 | $116.3M | 0.17% | −45,501−3.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,188,938 | $115.7M | 0.26% | −164,597−12.2% | Reduced |
| Fred Alger Management, LLC | 1,148,482 | $111.8M | 0.27% | −245,967−17.6% | Reduced |
| Zurich Insurance Group Ltd | 1,134,048 | $110.4M | 1.32% | −175,978−13.4% | Reduced |
| Retirement Systems of Alabama | 1,121,556 | $109.1M | 0.41% | −66,029−5.6% | Reduced |
| Sound Shore Management Inc | 1,113,324 | $108.3M | 3.06% | −127,582−10.3% | Reduced |
| Douglas Lane & Associates, LLC | 1,100,154 | $107.1M | 1.53% | −30,894−2.7% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,093,157 | $106.4M | 2.49% | −401,744−26.9% | Reduced |
| Korea Investment CORP | 1,086,285 | $105.7M | 0.32% | −179,654−14.2% | Reduced |
| State of Tennessee, Treasury Department | 1,083,380 | $105.4M | 0.41% | −13,625−1.2% | Reduced |
| Toronto Dominion Bank | 1,077,579 | $104.9M | 0.16% | −6,169−0.6% | Reduced |
| Truist Financial Corp | 1,024,318 | $99.7M | 0.16% | +23,272+2.3% | Added |
| Eminence Capital, LP | 1,020,082 | $99.3M | 1.36% | −1,330,588−56.6% | Reduced |
| Public Sector Pension Investment Board | 993,990 | $96.7M | 0.57% | +1600.0% | Added |
| Panagora Asset Management Inc | 989,349 | $96.3M | 0.51% | +187,858+23.4% | Added |
| Sadoff Investment Management LLC | 976,461 | $95.0M | 6.43% | −35,334−3.5% | Reduced |
| Pictet Asset Management SA | 961,698 | $93.6M | 0.10% | +961,698 | New |
| Public Employees Retirement System of Ohio | 933,764 | $90.9M | 0.32% | −27,941−2.9% | Reduced |
| Victory Capital Management Inc | 933,469 | $90.8M | 0.09% | −46,371−4.7% | Reduced |
| Clark Capital Management Group, Inc. | 915,392 | $89.1M | 1.22% | −71,332−7.2% | Reduced |
| Calamos Advisors LLC | 905,633 | $88.1M | 0.42% | +35,078+4.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 901,604 | $87.7M | 0.31% | −52,205−5.5% | Reduced |
| Aristotle Capital Management, LLC | 831,161 | $80.9M | 0.15% | −300.0% | Reduced |
| State of New Jersey Common Pension Fund D | 821,604 | $80.0M | 0.25% | −16,486−2.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 815,705 | $79.4M | 0.17% | −45,459−5.3% | Reduced |
| RBF Capital, LLC | 810,432 | $78.9M | 4.50% | −3,000−0.4% | Reduced |
| Storebrand Asset Management AS | 780,830 | $76.0M | 0.37% | −67,380−7.9% | Reduced |
| RNC Capital Management LLC | 777,139 | $75.6M | 4.02% | −3490.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 767,272 | $74.7M | 0.79% | −402,870−34.4% | Reduced |
| CIBC Private Wealth Group, LLC | 762,426 | $74.2M | 0.17% | +93,505+14.0% | Added |
| Lazard Freres Gestion S.A.S. | 754,832 | $73.5M | 2.07% | −42,890−5.4% | Reduced |
| Bridgewater Associates, LP | 750,922 | $73.1M | 0.40% | +157,563+26.6% | Added |
| Swedbank AB | 742,589 | $72.3M | 0.14% | +19,919+2.8% | Added |
| Bank of Nova Scotia | 733,687 | $72.1M | 0.13% | −132,081−15.3% | Reduced |
| Two Sigma Investments, LP | 730,282 | $71.1M | 0.19% | +730,282 | New |
| Skandinaviska Enskilda Banken AB (publ) | 713,855 | $69.7M | 0.38% | +16,556+2.4% | Added |
| DnB Asset Management AS | 714,918 | $69.6M | 0.45% | −37,940−5.0% | Reduced |
| Junto Capital Management LP | 714,166 | $69.5M | 2.19% | −602,439−45.8% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 711,500 | $69.2M | 0.79% | +2,500+0.4% | Added |
| BNP Paribas Arbitrage, SA | 707,218 | $68.8M | 0.16% | −388,857−35.5% | Reduced |
| Clearbridge Investments, LLC | 704,394 | $68.5M | 0.05% | +89,922+14.6% | Added |
| Asset Management One Co.,Ltd. | 699,235 | $68.0M | 0.26% | −40,899−5.5% | Reduced |
| Cookson Peirce & Co Inc | 694,490 | $67.6M | 4.12% | +5,307+0.8% | Added |
| Standard Life Aberdeen plc | 659,669 | $64.7M | 0.15% | −790.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 659,299 | $64.2M | 3.89% | −107,921−14.1% | Reduced |
| Capitolis Advisors LLC | 630,151 | $63.9M | 0.58% | −405,717−39.2% | Reduced |
| Rafferty Asset Management, LLC | 654,629 | $63.7M | 0.44% | −135,524−17.2% | Reduced |
| Crake Asset Management LLP | 638,135 | $62.1M | 3.39% | +182,600+40.1% | Added |
| Gateway Investment Advisers LLC | 631,011 | $61.4M | 0.64% | −700−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 628,288 | $61.1M | 0.57% | −38,000−5.7% | Reduced |
| M&T Bank Corp | 613,637 | $59.7M | 0.27% | −6,166−1.0% | Reduced |
| Voya Investment Management LLC | 605,786 | $58.9M | 0.12% | +3,018+0.5% | Added |
| STRS Ohio | 598,991 | $58.3M | 0.22% | −52,698−8.1% | Reduced |
| Laurion Capital Management LP | 592,553 | $57.7M | 0.83% | +583,163+6,210.5% | Added |
| LPL Financial LLC | 586,016 | $57.0M | 0.05% | +14,351+2.5% | Added |
| Treasurer of the State of North Carolina | 575,002 | $56.0M | 0.32% | −9,650−1.7% | Reduced |
| Aviva PLC | 561,991 | $54.7M | 0.24% | −1,702−0.3% | Reduced |
| Gabelli Funds LLC | 557,684 | $54.3M | 0.36% | −82,400−12.9% | Reduced |
| Putnam Investments LLC | 554,758 | $54.0M | 0.08% | −93,688−14.4% | Reduced |
| Todd Asset Management LLC | 547,253 | $53.3M | 1.22% | −60,922−10.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 530,838 | $51.7M | 4.28% | −46,706−8.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 525,891 | $51.2M | 0.25% | +50,249+10.6% | Added |
| TCW Group Inc | 519,356 | $50.5M | 0.44% | +82,606+18.9% | Added |
| Ferguson Wellman Capital Management, Inc | 517,050 | $50.3M | 1.62% | +2,780+0.5% | Added |
| Nisa Investment Advisors, LLC | 507,038 | $49.3M | 0.30% | −2,307−0.5% | Reduced |
| American International Group, Inc. | 499,431 | $48.6M | 0.26% | −15,863−3.1% | Reduced |
| Loomis Sayles & Co L P | 497,063 | $48.4M | 0.06% | +903+0.2% | Added |
| Royal London Asset Management Ltd | 490,434 | $47.7M | 0.19% | −6,327−1.3% | Reduced |
| Kiltearn Partners LLP | 487,066 | $47.4M | 1.96% | −507,300−51.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 486,817 | $47.4M | 0.18% | −67,957−12.2% | Reduced |
| Oppenheimer Asset Management Inc. | 484,219 | $47.1M | 0.67% | −32,048−6.2% | Reduced |
| Candriam Luxembourg S.C.A. | 478,176 | $46.5M | 0.32% | +255,745+115.0% | Added |
| SEI Investments Co | 471,568 | $46.0M | 0.10% | −52,782−10.1% | Reduced |
| Employees Retirement System of Texas | 469,800 | $45.7M | 0.53% | +46,800+11.1% | Added |
| Avalon Investment & Advisory | 462,077 | $45.0M | 1.04% | −2,984−0.6% | Reduced |
| HighTower Advisors, LLC | 459,177 | $44.5M | 0.12% | +22,287+5.1% | Added |
| Federated Hermes, Inc. | 451,050 | $43.9M | 0.08% | +100,478+28.7% | Added |
| Payden & Rygel | 445,000 | $43.3M | 2.25% | −112,100−20.1% | Reduced |
| Oregon Public Employees Retirement Fund | 442,305 | $43.0M | 0.49% | −8,903−2.0% | Reduced |
| E. Ohman J:or Asset Management AB | 431,745 | $42.0M | 1.32% | −52,083−10.8% | Reduced |
| ExodusPoint Capital Management, LP | 430,357 | $41.9M | 0.63% | +179,871+71.8% | Added |
| Teacher Retirement System of Texas | 427,674 | $41.6M | 0.22% | −206,176−32.5% | Reduced |
| Tredje AP-fonden | 425,901 | $41.4M | 0.87% | +11,000+2.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 423,503 | $41.2M | 0.38% | −10,706−2.5% | Reduced |
| Bridger Management, LLC | 416,392 | $40.5M | 4.74% | −167,700−28.7% | Reduced |
| Boston Common Asset Management, LLC | 415,791 | $40.5M | 1.75% | +951+0.2% | Added |
| Voloridge Investment Management, LLC | 409,945 | $39.9M | 0.26% | +376,101+1,111.3% | Added |
| Umb Bank N A | 407,788 | $39.7M | 0.89% | +8,166+2.0% | Added |
| Diamond Hill Capital Management Inc | 404,154 | $39.3M | 0.15% | −3,379,897−89.3% | Reduced |
| CIBC World Markets Inc. | 398,292 | $38.8M | 0.14% | +18,720+4.9% | Added |
| Man Group plc | 397,071 | $38.6M | 0.14% | +153,498+63.0% | Added |
| AMP Capital Investors Ltd | 390,553 | $38.1M | 0.21% | −123,698−24.1% | Reduced |
| Arizona State Retirement System | 389,136 | $37.9M | 0.31% | −6,347−1.6% | Reduced |
| Amalgamated Bank | 388,457 | $37.8M | 0.32% | −23,322−5.7% | Reduced |
| CIBC World Markets Corp | 385,609 | $37.5M | 0.26% | +6,452+1.7% | Added |
| HRT Financial LP | 382,660 | $37.2M | 0.23% | +188,278+96.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 381,061 | $37.1M | 0.20% | −13,541−3.4% | Reduced |