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, 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 | 2,746 | $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, 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 |
|---|---|---|---|---|---|
| D L Carlson Investment Group Inc | 81,718 | $8.02M | 1.28% | −20.0% | Reduced |
| Burns J W & Co Inc | 82,299 | $8.08M | 1.17% | −242−0.3% | Reduced |
| McGuire Investment Group, LLC | 84,020 | $8.25M | 1.36% | −2,435−2.8% | Reduced |
| Spectrum Management Group, LLC | 85,474 | $8.39M | 1.21% | −435−0.5% | Reduced |
| YHB Investment Advisors, Inc. | 85,936 | $8.44M | 0.67% | +90.0% | Added |
| Kentucky Retirement Systems | 86,863 | $8.53M | 0.35% | +733+0.9% | Added |
| Ashfield Capital Partners, LLC | 86,989 | $8.54M | 0.55% | −229−0.3% | Reduced |
| Verition Fund Management LLC | 88,262 | $8.66M | 0.11% | +51,668+141.2% | Added |
| Alberta Investment Management Corp | 88,800 | $8.72M | 0.05% | +3,500+4.1% | Added |
| Howe & Rusling Inc | 88,864 | $8.72M | 1.02% | −26,558−23.0% | Reduced |
| New Mexico Educational Retirement Board | 89,110 | $8.75M | 0.29% | −8,300−8.5% | Reduced |
| Pacer Advisors, Inc. | 89,297 | $8.77M | 0.09% | +7,410+9.0% | Added |
| Paloma Partners Management Co | 89,366 | $8.77M | 0.28% | +89,366 | New |
| Prospera Financial Services Inc | 89,640 | $8.80M | 0.38% | +1,553+1.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 89,688 | $8.80M | 0.18% | +2,458+2.8% | Added |
| Federated Hermes, Inc. | 89,861 | $8.82M | 0.02% | −361,189−80.1% | Reduced |
| Louisiana State Employees Retirement System | 90,000 | $8.83M | 0.19% | −900−1.0% | Reduced |
| PEAK6 Investments LLC | 90,955 | $8.93M | 0.25% | +90,955 | New |
| O'Shaughnessy Asset Management, LLC | 91,526 | $8.98M | 0.16% | −172,661−65.4% | Reduced |
| People's United Financial, Inc. | 91,899 | $9.02M | 0.22% | −10,101−9.9% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $9.03M | 0.97% | 00.0% | Unchanged |
| Telemus Capital, LLC | 92,073 | $9.04M | 0.73% | −157−0.2% | Reduced |
| White Pine Investment CO | 92,208 | $9.05M | 3.01% | −3,960−4.1% | Reduced |
| Nicholas Investment Partners, LP | 92,500 | $9.08M | 0.57% | +2,500+2.8% | Added |
| LGT Fund Management Co Ltd. | 93,000 | $9.13M | 2.63% | +93,000 | New |
| Nomura Holdings Inc | 99,279 | $9.15M | 0.05% | +11,424+13.0% | Added |
| Becker Capital Management Inc | 93,990 | $9.23M | 0.36% | −12,188−11.5% | Reduced |
| Dowling & Yahnke LLC | 94,456 | $9.27M | 0.45% | −1,772−1.8% | Reduced |
| Hourglass Capital, LLC | 95,653 | $9.39M | 3.14% | −45,374−32.2% | Reduced |
| Appleton Partners Inc | 95,674 | $9.39M | 0.71% | +16,662+21.1% | Added |
| Knights of Columbus Asset Advisors LLC | 96,070 | $9.43M | 0.76% | +87,954+1,083.7% | Added |
| Squarepoint Ops LLC | 96,496 | $9.47M | 0.05% | −41,953−30.3% | Reduced |
| Clear Street Markets LLC | 97,250 | $9.55M | 0.86% | +19,349+24.8% | Added |
| FineMark National Bank & Trust | 98,658 | $9.68M | 0.37% | +3,051+3.2% | Added |
| Montag A & Associates Inc | 99,652 | $9.78M | 0.48% | −1,898−1.9% | Reduced |
| Brown Advisory Inc | 99,788 | $9.79M | 0.01% | +14,740+17.3% | Added |
| Lowe Brockenbrough & Co Inc | 100,475 | $9.86M | 0.72% | −36,533−26.7% | Reduced |
| Motco | 100,801 | $9.89M | 0.61% | −2,687−2.6% | Reduced |
| Flputnam Investment Management Co | 102,324 | $10.0M | 0.31% | +792+0.8% | Added |
| Maryland State Retirement & Pension System | 102,847 | $10.1M | 0.26% | −1,006−1.0% | Reduced |
| Elo Mutual Pension Insurance Co | 102,875 | $10.1M | 0.28% | +5,698+5.9% | Added |
| Ieq Capital, LLC | 103,356 | $10.1M | 0.23% | +21,022+25.5% | Added |
| Edmond de Rothschild Holding S.A. | 103,579 | $10.2M | 0.22% | +6,266+6.4% | Added |
| Banco Santander, S.A. | 104,439 | $10.3M | 0.06% | +19,798+23.4% | Added |
| Crestline Management, LP | 105,000 | $10.3M | 0.77% | +105,000 | New |
| Core Alternative Capital | 107,926 | $10.5M | 2.12% | −2,243−2.0% | Reduced |
| Coldstream Capital Management Inc | 108,069 | $10.6M | 0.33% | +98,149+989.4% | Added |
| Shelton Capital Management | 108,598 | $10.7M | 0.38% | −10,312−8.7% | Reduced |
| Desjardins Global Asset Management Inc. | 108,803 | $10.7M | 0.91% | +108,803 | New |
| DuPont Capital Management Corp | 109,885 | $10.8M | 0.38% | −38,955−26.2% | Reduced |
| St Germain D J Co Inc | 110,067 | $10.8M | 0.59% | +3,159+3.0% | Added |
| Argent Trust Co | 110,899 | $10.9M | 0.64% | −2,736−2.4% | Reduced |
| Winslow Capital Management, LLC | 111,769 | $11.0M | 0.04% | +59,988+115.8% | Added |
| Creative Planning | 114,112 | $11.2M | 0.02% | +4,381+4.0% | Added |
| Kiwi Wealth Investments Limited Partnership | 114,991 | $11.3M | 0.53% | −22,569−16.4% | Reduced |
| Grassi Investment Management | 118,950 | $11.7M | 1.18% | 00.0% | Unchanged |
| Allstate Corp | 119,043 | $11.7M | 0.22% | +82,314+224.1% | Added |
| Marvin & Palmer Associates Inc | 120,523 | $11.8M | 5.06% | −14,494−10.7% | Reduced |
| Andra AP-fonden | 121,011 | $11.9M | 0.24% | −38,400−24.1% | Reduced |
| Securian Asset Management, Inc | 121,206 | $11.9M | 0.22% | −587−0.5% | Reduced |
| Brinker Capital Investments, LLC | 121,511 | $11.9M | 0.17% | −10,286−7.8% | Reduced |
| BTC Capital Management, Inc. | 121,753 | $12.0M | 1.18% | +76+0.1% | Added |
| Amica Mutual Insurance Co | 122,927 | $12.1M | 1.02% | 00.0% | Unchanged |
| Brightworth | 123,060 | $12.1M | 1.11% | +197+0.2% | Added |
| Two Sigma Investments, LP | 123,906 | $12.2M | 0.03% | −606,376−83.0% | Reduced |
| Kings Point Capital Management | 124,200 | $12.2M | 1.00% | +49,347+65.9% | Added |
| General Pension Society PZU Joint Stock Co | 124,369 | $12.2M | 3.80% | 00.0% | Unchanged |
| Bornite Capital Management LP | 125,000 | $12.3M | 4.24% | +125,000 | New |
| Cambridge Investment Research Advisors, Inc. | 125,139 | $12.3M | 0.05% | +4,653+3.9% | Added |
| Leuthold Group, LLC | 125,544 | $12.3M | 1.44% | −2,870−2.2% | Reduced |
| Morgan Stanley | 126,736 | $12.4M | 0.00% | −294−0.2% | Reduced |
| Advisors Asset Management, Inc. | 126,811 | $12.4M | 0.18% | +28,648+29.2% | Added |
| Thompson Siegel & Walmsley LLC | 127,650 | $12.5M | 0.17% | +26,850+26.6% | Added |
| Banque Pictet & Cie SA | 127,801 | $12.5M | 0.09% | +62,286+95.1% | Added |
| Ziegler Capital Management, LLC | 128,183 | $12.6M | 0.45% | −6,972−5.2% | Reduced |
| MML Investors Services, LLC | 128,504 | $12.6M | 0.09% | +15,578+13.8% | Added |
| Myriad Asset Management Ltd. | 128,804 | $12.6M | 1.38% | −8,500−6.2% | Reduced |
| Wealthfront Advisers LLC | 129,542 | $12.7M | 0.05% | +5,717+4.6% | Added |
| Edge Capital Group, LLC | 130,979 | $12.9M | 0.91% | −27,771−17.5% | Reduced |
| Crestwood Advisors Group LLC | 131,746 | $12.9M | 0.34% | +1,983+1.5% | Added |
| Telos Capital Management, Inc. | 132,277 | $13.0M | 1.62% | +2,107+1.6% | Added |
| Tower Research Capital LLC (TRC) | 134,017 | $13.2M | 0.23% | +112,932+535.6% | Added |
| Greenwood Capital Associates LLC | 137,286 | $13.5M | 1.91% | +5,159+3.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 137,333 | $13.5M | 0.47% | +2,736+2.0% | Added |
| Polar Capital Holdings Plc | 137,695 | $13.5M | 0.07% | +32,889+31.4% | Added |
| Burney Co | 137,794 | $13.5M | 0.58% | +998+0.7% | Added |
| Liontrust Investment Partners LLP | 140,000 | $13.7M | 0.16% | +140,000 | New |
| Bank of the West | 140,571 | $13.8M | 1.31% | +4,081+3.0% | Added |
| Bokf, NA | 141,020 | $13.8M | 0.21% | +6,326+4.7% | Added |
| Gratus Capital LLC | 141,781 | $13.9M | 1.29% | +4,957+3.6% | Added |
| Cubist Systematic Strategies, LLC | 144,487 | $14.2M | 0.13% | −115,693−44.5% | Reduced |
| Regentatlantic Capital LLC | 145,289 | $14.3M | 0.40% | −3,178−2.1% | Reduced |
| Nicola Wealth Management Ltd. | 146,000 | $14.3M | 1.35% | 00.0% | Unchanged |
| Captrust Financial Advisors | 146,464 | $14.4M | 0.10% | +33,385+29.5% | Added |
| Socorro Asset Management LP | 148,330 | $14.6M | 4.15% | +9,000+6.5% | Added |
| Wade G W & Inc | 150,780 | $14.8M | 0.64% | −570−0.4% | Reduced |
| Nissay Asset Management Corp | 151,045 | $14.8M | 0.11% | −370−0.2% | Reduced |
| Tudor Investment Corp Et Al | 152,149 | $14.9M | 0.29% | +102,327+205.4% | Added |
| Scotia Capital Inc. | 152,672 | $15.0M | 0.10% | +29,570+24.0% | Added |
| Erste Asset Management GmbH | 151,928 | $15.0M | 0.27% | −960−0.6% | Reduced |