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 |
|---|---|---|---|---|---|
| NN Investment Partners Holdings N.V. | 376,048 | $36.6M | 0.20% | +14,769+4.1% | Added |
| AQR Capital Management LLC | 375,077 | $36.5M | 0.07% | −160,853−30.0% | Reduced |
| Select Equity Group, L.P. | 372,032 | $36.2M | 0.12% | −336,883−47.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 371,039 | $36.1M | 1.31% | +371,039 | New |
| Dana Investment Advisors, Inc. | 369,464 | $36.0M | 1.63% | −61,082−14.2% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $35.9M | 1.46% | 00.0% | Unchanged |
| Fiduciary Trust Co | 368,860 | $35.9M | 0.64% | −647−0.2% | Reduced |
| State of Michigan Retirement System | 366,522 | $35.7M | 0.20% | −667,000−64.5% | Reduced |
| Adams Diversified Equity Fund, Inc. | 362,500 | $35.3M | 1.39% | −51,300−12.4% | Reduced |
| Kames Capital plc | 354,869 | $34.5M | 0.49% | +178,399+101.1% | Added |
| Rathbone Brothers plc | 350,908 | $34.1M | 0.37% | +22,500+6.9% | Added |
| Gamco Investors, Inc. Et Al | 349,681 | $34.0M | 0.30% | −16,802−4.6% | Reduced |
| Ossiam | 344,259 | $33.5M | 0.95% | +266,832+344.6% | Added |
| USS Investment Management Ltd | 342,242 | $33.3M | 0.29% | +311,742+1,022.1% | Added |
| PFS Investments Inc. | 331,314 | $33.2M | 0.69% | +26,663+8.8% | Added |
| Worldquant Millennium Advisors LLC | 339,738 | $33.1M | 0.72% | +332,908+4,874.2% | Added |
| ProShare Advisors LLC | 338,546 | $32.9M | 0.09% | +8,371+2.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 335,826 | $32.8M | 0.52% | +44,877+15.4% | Added |
| Handelsbanken Fonder AB | 334,681 | $32.6M | 0.17% | +6,435+2.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 330,555 | $32.2M | 2.51% | −89,821−21.4% | Reduced |
| MetLife Investment Management | 329,676 | $32.1M | 0.29% | −15,419−4.5% | Reduced |
| GWM Advisors LLC | 327,237 | $31.8M | 0.79% | +25,655+8.5% | Added |
| Brandywine Global Investment Management, LLC | 324,586 | $31.6M | 0.24% | −117,818−26.6% | Reduced |
| M&G Investment Management Ltd | 325,332 | $31.6M | 0.15% | −115,720−26.2% | Reduced |
| Chartwell Investment Partners, LLC | 320,684 | $31.2M | 0.97% | −270.0% | Reduced |
| Swiss Life Asset Management Ltd | 319,550 | $31.1M | 0.43% | +69,840+28.0% | Added |
| Jupiter Asset Management Ltd | 315,075 | $30.6M | 0.35% | +52,537+20.0% | Added |
| Forsta Ap-Fonden | 311,763 | $30.3M | 0.34% | −2,500−0.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 308,993 | $30.1M | 2.25% | +6,251+2.1% | Added |
| Janney Montgomery Scott LLC | 304,851 | $29.7M | 0.13% | −563−0.2% | Reduced |
| Braun Stacey Associates Inc | 304,626 | $29.6M | 1.19% | −14,210−4.5% | Reduced |
| AXA S.A. | 303,574 | $29.5M | 0.08% | +24,781+8.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 302,333 | $29.4M | 0.07% | −1,238,767−80.4% | Reduced |
| Bessemer Group Inc | 299,197 | $29.1M | 0.06% | −20,426−6.4% | Reduced |
| Nomura Asset Management Co Ltd | 298,005 | $29.0M | 0.16% | −126,695−29.8% | Reduced |
| Keybank National Association | 297,957 | $29.0M | 0.13% | −5,455−1.8% | Reduced |
| Mark Asset Management LP | 295,262 | $28.7M | 4.32% | −2,467−0.8% | Reduced |
| Chilton Capital Management LLC | 290,448 | $28.3M | 1.61% | −4,555−1.5% | Reduced |
| NFJ Investment Group, LLC | 287,019 | $27.9M | 0.55% | +3,577+1.3% | Added |
| Commonwealth Equity Services, LLC | 286,077 | $27.8M | 0.07% | +23,743+9.1% | Added |
| Pinnacle Associates Ltd | 282,501 | $27.5M | 0.51% | −2,791−1.0% | Reduced |
| Picton Mahoney Asset Management | 278,712 | $27.1M | 1.05% | −10,840−3.7% | Reduced |
| Argent Capital Management LLC | 277,286 | $27.0M | 0.85% | +1,918+0.7% | Added |
| Gulf International Bank (UK) Ltd | 274,690 | $26.7M | 0.34% | −5,455−1.9% | Reduced |
| Bollard Group LLC | 269,654 | $26.2M | 0.86% | +12,534+4.9% | Added |
| D. E. Shaw & Co., Inc. | 267,733 | $26.1M | 0.03% | +258,272+2,729.9% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 267,090 | $26.0M | 0.87% | −9,200−3.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 264,187 | $25.7M | 0.53% | −24,026−8.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 262,883 | $25.6M | 0.33% | −20,686−7.3% | Reduced |
| Comerica Bank | 250,897 | $25.5M | 0.15% | −68,287−21.4% | Reduced |
| Cubist Systematic Strategies, LLC | 260,180 | $25.3M | 0.32% | −11,463−4.2% | Reduced |
| British Columbia Investment Management Corp | 258,051 | $25.1M | 0.15% | −3,253−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 257,306 | $25.1M | 0.05% | +21,581+9.2% | Added |
| Hosking Partners LLP | 251,415 | $24.5M | 0.61% | −28,202−10.1% | Reduced |
| RMB Capital Management, LLC | 247,443 | $24.1M | 0.79% | +5,145+2.1% | Added |
| Utah Retirement Systems | 246,468 | $24.0M | 0.32% | −18,200−6.9% | Reduced |
| Mariner, LLC | 245,301 | $23.9M | 0.12% | −74,717−23.3% | Reduced |
| Heritage Investors Management Corp | 244,991 | $23.8M | 1.00% | −9,254−3.6% | Reduced |
| Public Employees Retirement Association of Colorado | 242,475 | $23.6M | 0.10% | −1,116−0.5% | Reduced |
| Blue Chip Partners, Inc. | 240,891 | $23.4M | 3.29% | +2,614+1.1% | Added |
| Tweedy, Browne Co LLC | 237,835 | $23.1M | 0.77% | −44,200−15.7% | Reduced |
| State of Alaska, Department of Revenue | 237,198 | $23.1M | 0.23% | −7,204−2.9% | Reduced |
| Hallmark Capital Management Inc | 237,132 | $23.1M | 2.01% | −15,429−6.1% | Reduced |
| US Bancorp | 235,840 | $22.9M | 0.04% | +5,602+2.4% | Added |
| Texas Permanent School Fund | 225,491 | $21.9M | 0.27% | −21,794−8.8% | Reduced |
| Tiaa, FSB | 225,233 | $21.9M | 0.08% | +6,325+2.9% | Added |
| Mutual of America Capital Management LLC | 223,915 | $21.8M | 0.22% | −2,832−1.2% | Reduced |
| Westpac Banking Corp | 222,898 | $21.7M | 0.23% | −57,816−20.6% | Reduced |
| Mackay Shields LLC | 222,416 | $21.6M | 0.20% | −11,012−4.7% | Reduced |
| Wesbanco Bank Inc | 220,393 | $21.4M | 0.82% | −24,597−10.0% | Reduced |
| LGT Capital Partners Ltd. | 220,160 | $21.4M | 0.65% | −189,620−46.3% | Reduced |
| Guggenheim Capital LLC | 216,832 | $21.1M | 0.13% | −72,605−25.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 211,356 | $20.6M | 6.19% | +171+0.1% | Added |
| Abner Herrman & Brock LLC | 209,931 | $20.4M | 2.88% | +4,322+2.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 205,000 | $19.9M | 0.21% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 202,695 | $19.7M | 0.17% | −13,715−6.3% | Reduced |
| APG Asset Management N.V. | 229,976 | $19.3M | 0.03% | −24,300−9.6% | Reduced |
| Earnest Partners LLC | 197,660 | $19.2M | 0.12% | −23,005−10.4% | Reduced |
| Grand Jean Capital Management Inc | 195,193 | $19.0M | 4.80% | −105−0.1% | Reduced |
| Ergoteles LLC | 193,006 | $18.8M | 0.69% | +193,006 | New |
| IFM Investors Pty Ltd | 191,035 | $18.6M | 0.38% | +422+0.2% | Added |
| Mercer Global Advisors Inc | 190,901 | $18.6M | 0.13% | +1,158+0.6% | Added |
| Maple Capital Management, Inc. | 189,648 | $18.5M | 2.34% | +3,831+2.1% | Added |
| CIBC Asset Management Inc | 189,003 | $18.4M | 0.07% | +8,890+4.9% | Added |
| Bridgecreek Investment Management, LLC | 187,560 | $18.3M | 2.61% | −1,000−0.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 185,707 | $18.1M | 0.04% | −13,709−6.9% | Reduced |
| TPI Fund Managers Ltd | 184,680 | $18.0M | 2.43% | +1,121+0.6% | Added |
| Moody National Bank Trust Division | 183,567 | $17.9M | 0.26% | −567−0.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 182,919 | $17.8M | 0.21% | −3,570−1.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 182,517 | $17.8M | 0.74% | −10,340−5.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 181,126 | $17.6M | 0.04% | +4,857+2.8% | Added |
| LVM Capital Management Ltd | 180,325 | $17.5M | 2.65% | −8,760−4.6% | Reduced |
| American National Insurance Co | 180,315 | $17.5M | 0.66% | −155−0.1% | Reduced |
| Bridgeway Capital Management, LLC | 177,835 | $17.3M | 0.33% | −89,900−33.6% | Reduced |
| Twin Tree Management, LP | 177,634 | $17.3M | 0.51% | −45,438−20.4% | Reduced |
| Barometer Capital Management Inc. | 174,548 | $16.9M | 3.25% | +61,163+53.9% | Added |
| Bailard, Inc. | 171,372 | $16.7M | 0.57% | +510.0% | Added |
| Metropolitan Life Insurance Co | 169,753 | $16.5M | 0.24% | −9,216−5.1% | Reduced |
| Natixis | 169,086 | $16.5M | 0.06% | −965,238−85.1% | Reduced |
| Edgar Lomax Co | 167,645 | $16.3M | 1.05% | −3,230−1.9% | Reduced |