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, Q4 2021
Institutional positions in Morgan Stanley as of Dec 31, 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
- 1,716
- +148 vs. Q3 2021
- Shares held
- 1.50B
- −31.4M (−2.1%) vs. Q3 2021
- Total value
- $146.9B
- −$1.82B (−1.2%) vs. Q3 2021
- New holders
- 246
- 640 more added
- Sold out
- 98
- 589 more reduced
24 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $218.1B |
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $37.0B | 100.00% | 00.0% | Unchanged |
| State Street Corp | 130,520,155 | $12.8B | 0.61% | +2,714,510+2.1% | Added |
| Vanguard Group Inc | 117,937,806 | $11.6B | 0.26% | −650,877−0.5% | Reduced |
| BlackRock Inc. | 106,794,945 | $10.5B | 0.27% | −6,402,153−5.7% | Reduced |
| FMR LLC | 43,723,474 | $4.29B | 0.32% | +690,835+1.6% | Added |
| JPMorgan Chase & Co | 42,492,491 | $4.17B | 0.52% | +479,225+1.1% | Added |
| Wellington Management Group LLP | 42,269,708 | $4.15B | 0.66% | −425,613−1.0% | Reduced |
| Price T Rowe Associates Inc | 25,206,452 | $2.47B | 0.22% | −28,337,173−52.9% | Reduced |
| Geode Capital Management, LLC | 23,850,965 | $2.33B | 0.28% | +183,686+0.8% | Added |
| Ameriprise Financial Inc | 23,758,149 | $2.32B | 0.64% | +7,416,538+45.4% | Added |
| Bank of America Corp | 22,735,176 | $2.23B | 0.24% | −362,177−1.6% | Reduced |
| Massachusetts Financial Services Co | 19,778,692 | $1.94B | 0.53% | −210,647−1.1% | Reduced |
| Nuveen Asset Management, LLC | 18,567,314 | $1.82B | 0.54% | −295,898−1.6% | Reduced |
| Norges Bank | 16,059,749 | $1.58B | 0.32% | −540,617−3.3% | Reduced |
| Northern Trust Corp | 14,941,139 | $1.47B | 0.24% | −216,124−1.4% | Reduced |
| Eagle Capital Management LLC | 14,561,371 | $1.43B | 4.26% | −449,275−3.0% | Reduced |
| Bank of New York Mellon Corp | 14,347,246 | $1.41B | 0.25% | +213,860+1.5% | Added |
| Janus Henderson Group PLC | 14,037,219 | $1.38B | 0.57% | +734,628+5.5% | Added |
| Capital Research Global Investors | 13,271,214 | $1.30B | 0.29% | +3,718,415+38.9% | Added |
| Dimensional Fund Advisors LP | 10,546,530 | $1.04B | 0.31% | −959,143−8.3% | Reduced |
| Fisher Asset Management, LLC | 10,448,069 | $1.03B | 0.57% | +474,238+4.8% | Added |
| Manufacturers Life Insurance Company, The | 10,032,308 | $985.4M | 0.60% | −219,387−2.1% | Reduced |
| Bank of Montreal | 9,715,719 | $968.7M | 0.52% | −905,345−8.5% | Reduced |
| Legal & General Group Plc | 9,326,772 | $915.5M | 0.28% | −315,816−3.3% | Reduced |
| Goldman Sachs Group Inc | 8,853,969 | $869.1M | 0.21% | −566,237−6.0% | Reduced |
| Primecap Management Co | 8,802,831 | $864.1M | 0.60% | −1,011,204−10.3% | Reduced |
| Invesco Ltd. | 8,587,755 | $843.0M | 0.20% | −578,927−6.3% | Reduced |
| Royal Bank of Canada | 7,671,587 | $753.0M | 0.18% | +2,202,072+40.3% | Added |
| Charles Schwab Investment Management Inc | 7,006,607 | $687.8M | 0.20% | −78,429−1.1% | Reduced |
| Franklin Resources Inc | 6,303,253 | $618.7M | 0.22% | +1,370,436+27.8% | Added |
| Barclays PLC | 5,906,003 | $579.7M | 0.35% | +640,918+12.2% | Added |
| UBS Asset Management Americas Inc | 5,737,143 | $563.2M | 0.22% | −72,384−1.2% | Reduced |
| Wells Fargo & Company | 5,601,166 | $549.8M | 0.14% | +211,263+3.9% | Added |
| UBS Group AG | 5,514,904 | $541.3M | 0.21% | −35,982−0.6% | Reduced |
| Canada Pension Plan Investment Board | 5,231,897 | $513.6M | 0.55% | −572,320−9.9% | Reduced |
| Parametric Portfolio Associates LLC | 5,069,809 | $497.7M | 0.25% | −227,491−4.3% | Reduced |
| Capital World Investors | 4,939,268 | $484.8M | 0.08% | +12,278+0.2% | Added |
| LSV Asset Management | 4,684,563 | $459.8M | 0.81% | −218,770−4.5% | Reduced |
| TD Asset Management Inc | 4,587,990 | $450.4M | 0.38% | −182,259−3.8% | Reduced |
| FIL Ltd | 4,516,526 | $443.3M | 0.45% | −1,902,356−29.6% | Reduced |
| GQG Partners LLC | 4,479,226 | $439.6M | 1.09% | −3,355,485−42.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,412,862 | $433.2M | 0.26% | +242,407+5.8% | Added |
| Deutsche Bank AG | 4,034,906 | $396.1M | 0.18% | +247,940+6.5% | Added |
| Credit Suisse AG | 4,026,557 | $395.2M | 0.32% | +748,130+22.8% | Added |
| Lord, Abbett & Co. LLC | 3,897,478 | $382.6M | 0.87% | +264,685+7.3% | Added |
| Schroder Investment Management Group | 3,738,267 | $366.9M | 0.50% | +982,205+35.6% | Added |
| Principal Financial Group Inc | 3,530,400 | $346.5M | 0.21% | −189,985−5.1% | Reduced |
| Amundi | 3,342,128 | $342.7M | 0.22% | −111,221−3.2% | Reduced |
| Fayez Sarofim & Co | 3,413,891 | $335.1M | 1.00% | +11,267+0.3% | Added |
| Alliancebernstein L.P. | 3,365,340 | $330.3M | 0.12% | −3,291−0.1% | Reduced |
| Macquarie Group Ltd | 3,289,412 | $322.9M | 0.27% | −445,298−11.9% | Reduced |
| New York State Common Retirement Fund | 3,252,542 | $319.3M | 0.32% | −190,457−5.5% | Reduced |
| Millennium Management LLC | 3,118,860 | $306.1M | 0.34% | −169,197−5.1% | Reduced |
| Agf Investments Inc. | 3,069,514 | $301.3M | 2.17% | +39,549+1.3% | Added |
| Allianz Asset Management GmbH | 2,971,388 | $291.7M | 0.21% | −675,971−18.5% | Reduced |
| Prudential Financial Inc | 2,935,005 | $288.1M | 0.36% | +1,334,658+83.4% | Added |
| California Public Employees Retirement System | 2,883,342 | $283.0M | 0.19% | −195,140−6.3% | Reduced |
| Nordea Investment Management AB | 2,859,408 | $281.4M | 0.34% | +110,501+4.0% | Added |
| Citigroup Inc | 2,855,928 | $280.3M | 0.25% | −98,209−3.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,704,962 | $265.5M | 0.22% | −34,562−1.3% | Reduced |
| KBC Group NV | 2,664,954 | $261.6M | 0.86% | +444,827+20.0% | Added |
| Cullen Capital Management LLC | 2,606,381 | $255.8M | 2.40% | −73,932−2.8% | Reduced |
| Capital International Investors | 2,605,964 | $255.8M | 0.05% | +2,605,964 | New |
| Eaton Vance Management | 2,537,798 | $249.1M | 0.30% | −212,592−7.7% | Reduced |
| California State Teachers Retirement System | 2,455,317 | $241.0M | 0.28% | −17,607−0.7% | Reduced |
| First Trust Advisors LP | 2,446,914 | $240.2M | 0.23% | +472,462+23.9% | Added |
| AMF Pensionsforsakring AB | 2,424,579 | $238.2M | 1.63% | +1,713+0.1% | Added |
| Rhumbline Advisers | 2,322,199 | $227.9M | 0.28% | −6,325−0.3% | Reduced |
| Ensign Peak Advisors, Inc | 2,153,591 | $211.4M | 0.40% | +230,765+12.0% | Added |
| Focused Investors LLC | 2,050,300 | $201.3M | 6.16% | −129,500−5.9% | Reduced |
| First Republic Investment Management, Inc. | 2,028,683 | $199.1M | 0.43% | +223,845+12.4% | Added |
| HSBC Holdings PLC | 2,007,831 | $197.6M | 0.21% | −251,270−11.1% | Reduced |
| Envestnet Asset Management Inc | 1,948,297 | $191.2M | 0.09% | +66,371+3.5% | Added |
| Neuberger Berman Group LLC | 1,925,550 | $185.6M | 0.15% | +92,933+5.1% | Added |
| National Pension Service | 1,882,379 | $184.8M | 0.32% | −41,903−2.2% | Reduced |
| Alphinity Investment Management Pty Ltd | 1,872,268 | $183.8M | 4.13% | +220,943+13.4% | Added |
| American Century Companies Inc | 1,783,368 | $175.1M | 0.11% | +217,553+13.9% | Added |
| Fifth Third Bancorp | 1,770,645 | $173.8M | 0.68% | +55,053+3.2% | Added |
| New York State Teachers Retirement System | 1,739,957 | $170.8M | 0.33% | −24,666−1.4% | Reduced |
| State of Wisconsin Investment Board | 1,738,967 | $170.7M | 0.33% | −237,382−12.0% | Reduced |
| State Board of Administration of Florida Retirement System | 1,618,948 | $158.9M | 0.29% | −25,930−1.6% | Reduced |
| Commerce Bank | 1,593,904 | $156.5M | 1.02% | +4,001+0.3% | Added |
| DekaBank Deutsche Girozentrale | 1,576,200 | $155.2M | 0.38% | +214,315+15.7% | Added |
| Adage Capital Partners GP, L.L.C. | 1,543,934 | $151.6M | 0.27% | −67,300−4.2% | Reduced |
| Thrivent Financial for Lutherans | 1,472,020 | $144.3M | 0.28% | −56,822−3.7% | Reduced |
| Eminence Capital, LP | 1,438,457 | $141.2M | 1.84% | +418,375+41.0% | Added |
| Tesco Pension Investment Ltd | 1,388,223 | $136.3M | 2.23% | +35,517+2.6% | Added |
| Toronto Dominion Bank | 1,381,954 | $135.6M | 0.18% | +304,375+28.2% | Added |
| Westfield Capital Management Co LP | 1,379,952 | $135.5M | 0.81% | −53,494−3.7% | Reduced |
| Susquehanna International Group, LLP | 1,379,266 | $135.4M | 0.20% | −766,939−35.7% | Reduced |
| Korea Investment CORP | 1,368,593 | $134.3M | 0.35% | +282,308+26.0% | Added |
| Mackenzie Financial Corp | 1,305,184 | $128.1M | 0.17% | −22,791−1.7% | Reduced |
| Raymond James & Associates | 1,293,997 | $127.0M | 0.10% | +65,215+5.3% | Added |
| Evercore Wealth Management, LLC | 1,284,122 | $126.0M | 2.05% | +12,535+1.0% | Added |
| Natixis Advisors, L.P. | 1,252,908 | $123.0M | 0.47% | −46,660−3.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,238,032 | $121.5M | 0.26% | +49,094+4.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,224,111 | $120.2M | 2.27% | −618,660−33.6% | Reduced |
| Great West Life Assurance Co | 1,223,238 | $119.8M | 0.25% | −249,446−16.9% | Reduced |
| Bank of Nova Scotia | 1,214,173 | $119.2M | 0.17% | +480,486+65.5% | Added |
| Epoch Investment Partners, Inc. | 1,198,276 | $117.6M | 0.60% | −52,816−4.2% | Reduced |