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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 342,242 | $33.6M | 0.27% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 342,754 | $33.6M | 0.17% | −33,294−8.9% | Reduced |
| Dana Investment Advisors, Inc. | 348,910 | $34.2M | 1.48% | −20,554−5.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 350,287 | $34.4M | 0.17% | −30,774−8.1% | Reduced |
| State of Michigan Retirement System | 361,422 | $35.5M | 0.19% | −5,100−1.4% | Reduced |
| Tredje AP-fonden | 364,007 | $35.7M | 0.69% | −61,894−14.5% | Reduced |
| GWM Advisors LLC | 364,471 | $35.8M | 0.54% | +37,234+11.4% | Added |
| Qube Research & Technologies Ltd | 367,819 | $36.1M | 0.28% | +227,519+162.2% | Added |
| Basswood Capital Management, L.L.C. | 369,259 | $36.2M | 1.66% | 00.0% | Unchanged |
| Arizona State Retirement System | 374,784 | $36.8M | 0.28% | −14,352−3.7% | Reduced |
| Amalgamated Bank | 376,159 | $36.9M | 0.27% | −12,298−3.2% | Reduced |
| Rathbone Brothers plc | 378,508 | $37.2M | 0.36% | +27,600+7.9% | Added |
| Fiduciary Trust Co | 380,182 | $37.3M | 0.61% | +11,322+3.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 380,799 | $37.3M | 0.50% | +44,973+13.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 381,540 | $37.5M | 1.22% | +10,501+2.8% | Added |
| Adams Diversified Equity Fund, Inc. | 383,500 | $37.6M | 1.43% | +21,000+5.8% | Added |
| Mariner, LLC | 391,707 | $38.5M | 0.16% | +146,406+59.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 396,713 | $38.9M | 0.34% | −26,790−6.3% | Reduced |
| Kames Capital plc | 401,095 | $39.5M | 0.51% | +46,226+13.0% | Added |
| Loomis Sayles & Co L P | 412,611 | $40.5M | 0.05% | −84,452−17.0% | Reduced |
| Bessemer Group Inc | 413,147 | $40.6M | 0.08% | +113,950+38.1% | Added |
| TD Waterhouse Canada Inc. | 365,326 | $40.7M | 0.40% | +365,326 | New |
| Boston Common Asset Management, LLC | 415,630 | $40.8M | 1.65% | −1610.0% | Reduced |
| Bridger Management, LLC | 416,392 | $40.9M | 5.28% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 417,879 | $41.0M | 0.21% | +119,874+40.2% | Added |
| Caisse de Depot Et Placement du Quebec | 425,600 | $41.8M | 0.09% | +425,600 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 421,792 | $41.8M | 2.97% | +421,792 | New |
| ProShare Advisors LLC | 427,968 | $42.0M | 0.08% | +89,422+26.4% | Added |
| E. Ohman J:or Asset Management AB | 432,710 | $42.5M | 1.23% | +965+0.2% | Added |
| Worldquant Millennium Advisors LLC | 437,110 | $42.9M | 0.85% | +97,372+28.7% | Added |
| Allspring Global Investments Holdings, LLC | 440,689 | $43.3M | 0.05% | +440,689 | New |
| Gabelli Funds LLC | 441,774 | $43.4M | 0.27% | −115,910−20.8% | Reduced |
| BNP Paribas Arbitrage, SA | 442,005 | $43.4M | 0.10% | −265,213−37.5% | Reduced |
| Oppenheimer Asset Management Inc. | 442,395 | $43.4M | 0.58% | −41,824−8.6% | Reduced |
| Payden & Rygel | 442,600 | $43.4M | 2.01% | −2,400−0.5% | Reduced |
| Employees Retirement System of Texas | 443,800 | $43.6M | 0.49% | −26,000−5.5% | Reduced |
| ING Groep NV | 452,362 | $44.4M | 0.40% | +329,818+269.1% | Added |
| Umb Bank N A | 458,414 | $45.0M | 0.57% | +50,626+12.4% | Added |
| NFJ Investment Group, LLC | 465,304 | $45.7M | 0.83% | +178,285+62.1% | Added |
| Royal London Asset Management Ltd | 472,871 | $46.4M | 0.17% | −17,563−3.6% | Reduced |
| SEI Investments Co | 490,324 | $48.1M | 0.09% | +18,756+4.0% | Added |
| Aviva PLC | 492,962 | $48.4M | 0.20% | −69,029−12.3% | Reduced |
| American International Group, Inc. | 495,490 | $48.6M | 0.24% | −3,941−0.8% | Reduced |
| Putnam Investments LLC | 502,011 | $49.3M | 0.07% | −52,747−9.5% | Reduced |
| HighTower Advisors, LLC | 510,727 | $49.9M | 0.11% | +51,550+11.2% | Added |
| AQR Capital Management LLC | 512,587 | $50.3M | 0.09% | +137,510+36.7% | Added |
| Todd Asset Management LLC | 521,443 | $51.2M | 1.10% | −25,810−4.7% | Reduced |
| Atalanta Sosnoff Capital, LLC | 523,315 | $51.4M | 1.11% | −569,842−52.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 535,058 | $52.5M | 1.53% | +18,008+3.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 555,902 | $54.6M | 3.80% | +25,064+4.7% | Added |
| Nisa Investment Advisors, LLC | 541,915 | $55.6M | 0.42% | +34,877+6.9% | Added |
| Treasurer of the State of North Carolina | 569,272 | $55.9M | 0.30% | −5,730−1.0% | Reduced |
| DnB Asset Management AS | 586,937 | $57.6M | 0.34% | −127,981−17.9% | Reduced |
| STRS Ohio | 587,118 | $57.6M | 0.20% | −11,873−2.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 592,045 | $58.1M | 0.52% | −36,243−5.8% | Reduced |
| Voleon Capital Management LP | 600,000 | $58.9M | 9.83% | +600,000 | New |
| M&T Bank Corp | 610,208 | $59.9M | 0.25% | −3,429−0.6% | Reduced |
| Avalon Investment & Advisory | 615,464 | $60.4M | 1.49% | +153,387+33.2% | Added |
| Standard Life Aberdeen plc | 616,175 | $60.5M | 0.13% | −43,494−6.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 609,936 | $61.1M | 0.24% | +84,045+16.0% | Added |
| RNC Capital Management LLC | 623,378 | $61.2M | 3.03% | −153,761−19.8% | Reduced |
| Gateway Investment Advisers LLC | 632,173 | $62.1M | 0.59% | +1,162+0.2% | Added |
| Lazard Freres Gestion S.A.S. | 698,545 | $62.5M | 1.69% | −56,287−7.5% | Reduced |
| TCW Group Inc | 637,486 | $62.6M | 0.52% | +118,130+22.7% | Added |
| LPL Financial LLC | 641,549 | $63.0M | 0.05% | +55,533+9.5% | Added |
| Candriam Luxembourg S.C.A. | 642,679 | $63.1M | 0.40% | +164,503+34.4% | Added |
| Asset Management One Co.,Ltd. | 669,430 | $66.1M | 0.23% | −29,805−4.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 673,117 | $66.5M | 0.34% | −40,738−5.7% | Reduced |
| Cookson Peirce & Co Inc | 685,445 | $67.3M | 3.75% | −9,045−1.3% | Reduced |
| Clearbridge Investments, LLC | 695,994 | $68.3M | 0.05% | −8,400−1.2% | Reduced |
| Capitolis Advisors LLC | 706,850 | $69.4M | 0.41% | +76,699+12.2% | Added |
| Rafferty Asset Management, LLC | 707,326 | $69.4M | 0.37% | +52,697+8.0% | Added |
| Clal Insurance Enterprises Holdings Ltd | 709,000 | $69.6M | 0.75% | −2,500−0.4% | Reduced |
| Swedbank AB | 705,382 | $69.7M | 0.12% | −37,207−5.0% | Reduced |
| Jane Street Group, LLC | 731,808 | $71.8M | 0.14% | +615,333+528.3% | Added |
| Natixis | 740,122 | $72.7M | 0.25% | +571,036+337.7% | Added |
| Clark Capital Management Group, Inc. | 740,321 | $72.7M | 0.89% | −175,071−19.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 740,395 | $72.7M | 0.15% | −75,310−9.2% | Reduced |
| Voloridge Investment Management, LLC | 767,735 | $75.4M | 0.41% | +357,790+87.3% | Added |
| Factory Mutual Insurance Co | 803,600 | $76.4M | 1.10% | −414,298−34.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 782,580 | $76.8M | 3.85% | +123,281+18.7% | Added |
| Calamos Advisors LLC | 788,450 | $77.4M | 0.31% | −117,183−12.9% | Reduced |
| CIBC Private Wealth Group, LLC | 790,468 | $77.6M | 0.16% | +28,042+3.7% | Added |
| Zurich Insurance Group Ltd | 790,696 | $77.6M | 0.88% | −343,352−30.3% | Reduced |
| State of New Jersey Common Pension Fund D | 800,954 | $78.6M | 0.23% | −20,650−2.5% | Reduced |
| Storebrand Asset Management AS | 803,580 | $78.9M | 0.35% | +22,750+2.9% | Added |
| Voya Investment Management LLC | 809,739 | $79.5M | 0.15% | +203,953+33.7% | Added |
| RBF Capital, LLC | 810,432 | $79.6M | 4.98% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 831,161 | $81.6M | 0.14% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 852,370 | $83.7M | 0.46% | −141,620−14.2% | Reduced |
| Ninety One UK Ltd | 860,325 | $84.5M | 0.20% | −480,241−35.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 866,349 | $85.0M | 0.27% | −35,255−3.9% | Reduced |
| Teacher Retirement System of Texas | 866,903 | $85.1M | 0.38% | +439,229+102.7% | Added |
| Holocene Advisors, LP | 889,917 | $87.4M | 0.46% | +889,917 | New |
| Public Employees Retirement System of Ohio | 890,540 | $87.4M | 0.29% | −43,224−4.6% | Reduced |
| Panagora Asset Management Inc | 905,524 | $88.9M | 0.47% | −83,825−8.5% | Reduced |
| Victory Capital Management Inc | 922,470 | $90.5M | 0.08% | −10,999−1.2% | Reduced |
| Pictet Asset Management SA | 943,120 | $92.6M | 0.09% | −18,578−1.9% | Reduced |
| Sadoff Investment Management LLC | 958,071 | $94.0M | 5.51% | −18,390−1.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 973,551 | $95.6M | 0.92% | +206,279+26.9% | Added |