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 |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 153,273 | $15.0M | 0.35% | +9,318+6.5% | Added |
| Gemsstock Limited | 154,100 | $15.1M | 5.81% | +79,100+105.5% | Added |
| Westpac Banking Corp | 154,447 | $15.2M | 0.16% | −68,451−30.7% | Reduced |
| Sit Investment Associates Inc | 155,925 | $15.3M | 0.36% | +2,875+1.9% | Added |
| Matrix Asset Advisors Inc | 156,047 | $15.3M | 1.99% | −944−0.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 156,444 | $15.4M | 0.19% | +2,193+1.4% | Added |
| Acadian Asset Management LLC | 158,938 | $15.6M | 0.06% | +35,616+28.9% | Added |
| Pacific Heights Asset Management LLC | 160,000 | $15.7M | 1.32% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 160,714 | $15.8M | 0.21% | −9,039−5.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 162,116 | $16.0M | 0.21% | +162,116 | New |
| Peapack Gladstone Financial Corp | 163,792 | $16.1M | 0.30% | +4,476+2.8% | Added |
| Pittenger & Anderson Inc | 164,627 | $16.2M | 0.75% | +1,463+0.9% | Added |
| Edgar Lomax Co | 166,030 | $16.3M | 0.98% | −1,615−1.0% | Reduced |
| Daiwa Securities Group Inc. | 142,128 | $16.3M | 0.10% | −23,417−14.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 171,374 | $16.8M | 0.92% | +171,374 | New |
| Bailard, Inc. | 172,941 | $17.0M | 0.54% | +1,569+0.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 173,783 | $17.1M | 0.04% | −7,343−4.1% | Reduced |
| Xponance, Inc. | 175,366 | $17.2M | 0.27% | +56,085+47.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 180,184 | $17.7M | 0.19% | −2,735−1.5% | Reduced |
| LVM Capital Management Ltd | 181,766 | $17.8M | 2.38% | +1,441+0.8% | Added |
| Grand Jean Capital Management Inc | 182,874 | $18.0M | 4.46% | −12,319−6.3% | Reduced |
| TPI Fund Managers Ltd | 184,680 | $18.1M | 2.23% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 184,688 | $18.1M | 0.19% | +111,723+153.1% | Added |
| Earnest Partners LLC | 185,539 | $18.2M | 0.11% | −12,121−6.1% | Reduced |
| Man Group plc | 186,670 | $18.3M | 0.06% | −210,401−53.0% | Reduced |
| IFM Investors Pty Ltd | 186,987 | $18.4M | 0.34% | −4,048−2.1% | Reduced |
| Bridgecreek Investment Management, LLC | 187,505 | $18.4M | 2.51% | −550.0% | Reduced |
| Blair William & Co | 187,774 | $18.4M | 0.06% | +62,866+50.3% | Added |
| ExodusPoint Capital Management, LP | 188,719 | $18.5M | 0.23% | −241,638−56.1% | Reduced |
| APG Asset Management N.V. | 215,576 | $18.6M | 0.03% | −14,400−6.3% | Reduced |
| CIBC Asset Management Inc | 193,211 | $19.0M | 0.07% | +4,208+2.2% | Added |
| Vontobel Holding Ltd. | 195,555 | $19.3M | 0.16% | −7,140−3.5% | Reduced |
| Texas Permanent School Fund | 198,000 | $19.4M | 0.24% | −27,491−12.2% | Reduced |
| Railway Pension Investments Ltd | 200,600 | $19.7M | 0.15% | −1,373,622−87.3% | Reduced |
| Mercer Global Advisors Inc | 201,960 | $19.8M | 0.12% | +11,059+5.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 205,000 | $20.1M | 0.24% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 206,445 | $20.3M | 2.64% | −3,486−1.7% | Reduced |
| Maple Capital Management, Inc. | 208,014 | $20.4M | 2.23% | +18,366+9.7% | Added |
| Ninety One SA (PTY) Ltd | 208,775 | $20.6M | 6.00% | +162,223+348.5% | Added |
| J.P. Marvel Investment Advisors, LLC | 210,923 | $20.7M | 4.05% | −433−0.2% | Reduced |
| Mackay Shields LLC | 213,925 | $21.0M | 0.17% | −8,491−3.8% | Reduced |
| Crossmark Global Holdings, Inc. | 214,570 | $21.1M | 0.46% | +50,031+30.4% | Added |
| D. E. Shaw & Co., Inc. | 216,165 | $21.2M | 0.03% | −51,568−19.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 219,258 | $21.5M | 0.84% | +36,741+20.1% | Added |
| Mutual of America Capital Management LLC | 220,066 | $21.6M | 0.22% | −3,849−1.7% | Reduced |
| Wesbanco Bank Inc | 220,863 | $21.7M | 0.78% | +470+0.2% | Added |
| Tiaa, FSB | 221,439 | $21.7M | 0.07% | −3,794−1.7% | Reduced |
| State of Alaska, Department of Revenue | 222,688 | $21.9M | 0.21% | −14,510−6.1% | Reduced |
| LGT Capital Partners Ltd. | 227,050 | $22.3M | 0.59% | +6,890+3.1% | Added |
| Guggenheim Capital LLC | 227,039 | $22.3M | 0.12% | +10,207+4.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 228,714 | $22.5M | 0.11% | +157,270+220.1% | Added |
| Gulf International Bank (UK) Ltd | 228,773 | $22.5M | 0.32% | −45,917−16.7% | Reduced |
| Hallmark Capital Management Inc | 229,077 | $22.5M | 1.80% | −8,055−3.4% | Reduced |
| Public Employees Retirement Association of Colorado | 231,950 | $22.8M | 0.09% | −10,525−4.3% | Reduced |
| Diamond Hill Capital Management Inc | 232,962 | $22.9M | 0.08% | −171,192−42.4% | Reduced |
| Yousif Capital Management, LLC | 233,163 | $22.9M | 0.24% | +233,163 | New |
| Raymond James Financial Services Advisors, Inc. | 234,240 | $23.0M | 0.04% | +48,533+26.1% | Added |
| Carlson Capital L P | 234,300 | $23.0M | 1.33% | +234,300 | New |
| Tweedy, Browne Co LLC | 237,835 | $23.3M | 0.74% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 240,574 | $23.6M | 0.13% | −17,477−6.8% | Reduced |
| 1832 Asset Management L.P. | 237,903 | $23.8M | 0.04% | −4,877,977−95.3% | Reduced |
| Heritage Investors Management Corp | 243,202 | $23.9M | 0.93% | −1,789−0.7% | Reduced |
| Utah Retirement Systems | 243,468 | $23.9M | 0.30% | −3,000−1.2% | Reduced |
| Comerica Bank | 242,580 | $24.0M | 0.18% | −8,317−3.3% | Reduced |
| Blue Chip Partners, Inc. | 244,919 | $24.0M | 3.02% | +4,028+1.7% | Added |
| Hosking Partners LLP | 246,723 | $24.2M | 0.58% | −4,692−1.9% | Reduced |
| RMB Capital Management, LLC | 247,361 | $24.3M | 0.73% | −820.0% | Reduced |
| National Bank of Canada | 247,706 | $24.3M | 0.10% | +247,706 | New |
| US Bancorp | 255,206 | $25.1M | 0.04% | +19,366+8.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 257,269 | $25.3M | 0.32% | −5,614−2.1% | Reduced |
| Handelsbanken Fonder AB | 258,783 | $25.4M | 0.13% | −75,898−22.7% | Reduced |
| Bollard Group LLC | 270,417 | $26.5M | 0.85% | +763+0.3% | Added |
| Picton Mahoney Asset Management | 271,602 | $26.7M | 0.96% | −7,110−2.6% | Reduced |
| Argent Capital Management LLC | 274,424 | $26.9M | 0.78% | −2,862−1.0% | Reduced |
| Chartwell Investment Partners, LLC | 283,126 | $27.8M | 0.81% | −37,558−11.7% | Reduced |
| Advisor Group Holdings, Inc. | 283,731 | $27.9M | 0.05% | +26,425+10.3% | Added |
| Baird Financial Group, Inc. | 284,542 | $27.9M | 0.07% | +162,978+134.1% | Added |
| Swiss Life Asset Management Ltd | 286,371 | $28.1M | 0.37% | −33,179−10.4% | Reduced |
| Gamco Investors, Inc. Et Al | 287,482 | $28.2M | 0.24% | −62,199−17.8% | Reduced |
| Mark Asset Management LP | 294,218 | $28.9M | 4.18% | −1,044−0.4% | Reduced |
| Keybank National Association | 294,319 | $28.9M | 0.12% | −3,638−1.2% | Reduced |
| Chilton Capital Management LLC | 296,050 | $29.1M | 1.48% | +5,602+1.9% | Added |
| AXA S.A. | 299,118 | $29.4M | 0.08% | −4,456−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 309,044 | $30.3M | 0.07% | +22,967+8.0% | Added |
| Ossiam | 309,860 | $30.4M | 0.80% | −34,399−10.0% | Reduced |
| Pinnacle Associates Ltd | 310,558 | $30.5M | 0.53% | +28,057+9.9% | Added |
| Janney Montgomery Scott LLC | 312,664 | $30.7M | 0.12% | +7,813+2.6% | Added |
| Moody Lynn & Lieberson, LLC | 313,262 | $30.8M | 2.06% | +4,269+1.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 316,942 | $31.1M | 0.10% | −169,875−34.9% | Reduced |
| MetLife Investment Management | 317,168 | $31.1M | 0.26% | −12,508−3.8% | Reduced |
| Bridgewater Associates, LP | 319,434 | $31.4M | 0.18% | −431,488−57.5% | Reduced |
| Forsta Ap-Fonden | 320,863 | $31.5M | 0.32% | +9,100+2.9% | Added |
| PFS Investments Inc. | 321,083 | $31.5M | 0.61% | −10,231−3.1% | Reduced |
| Brandywine Global Investment Management, LLC | 321,300 | $31.5M | 0.23% | −3,286−1.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 323,008 | $31.7M | 2.33% | −7,547−2.3% | Reduced |
| Jupiter Asset Management Ltd | 323,442 | $32.0M | 0.35% | +8,367+2.7% | Added |
| Braun Stacey Associates Inc | 327,511 | $32.1M | 1.17% | +22,885+7.5% | Added |
| Oregon Public Employees Retirement Fund | 330,429 | $32.4M | 0.36% | −111,876−25.3% | Reduced |
| CIBC World Markets Inc. | 332,673 | $32.7M | 0.11% | −65,619−16.5% | Reduced |
| Fred Alger Management, LLC | 336,510 | $33.0M | 0.08% | −811,972−70.7% | Reduced |