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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 988,954 | $97.1M | 0.10% | −1,579,939−61.5% | Reduced |
| Crake Asset Management LLP | 991,158 | $97.3M | 5.50% | +353,023+55.3% | Added |
| CIBC World Markets Corp | 1,011,333 | $99.3M | 0.53% | +625,724+162.3% | Added |
| Pzena Investment Management LLC | 1,018,996 | $100.0M | 0.38% | −735,560−41.9% | Reduced |
| Russell Investments Group, Ltd. | 1,085,600 | $106.7M | 0.17% | −153,835−12.4% | Reduced |
| Douglas Lane & Associates, LLC | 1,088,107 | $106.8M | 1.42% | −12,047−1.1% | Reduced |
| Truist Financial Corp | 1,093,709 | $107.4M | 0.16% | +69,391+6.8% | Added |
| Retirement Systems of Alabama | 1,095,959 | $107.6M | 0.37% | −25,597−2.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,096,622 | $107.6M | 0.23% | +794,289+262.7% | Added |
| Junto Capital Management LP | 1,097,069 | $107.7M | 2.77% | +382,903+53.6% | Added |
| Sound Shore Management Inc | 1,106,867 | $108.7M | 3.02% | −6,457−0.6% | Reduced |
| Artisan Partners Limited Partnership | 1,129,579 | $110.9M | 0.13% | −348,375−23.6% | Reduced |
| State of Tennessee, Treasury Department | 1,173,165 | $115.2M | 0.42% | +89,785+8.3% | Added |
| Stifel Financial Corp | 1,192,230 | $117.0M | 0.15% | −2,679−0.2% | Reduced |
| SG Americas Securities, LLC | 1,197,998 | $117.6M | 0.77% | +1,135,234+1,808.7% | Added |
| Epoch Investment Partners, Inc. | 1,198,276 | $117.6M | 0.60% | −52,816−4.2% | Reduced |
| Bank of Nova Scotia | 1,214,173 | $119.2M | 0.17% | +480,486+65.5% | Added |
| Great West Life Assurance Co | 1,223,238 | $119.8M | 0.25% | −249,446−16.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,224,111 | $120.2M | 2.27% | −618,660−33.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,238,032 | $121.5M | 0.26% | +49,094+4.1% | Added |
| Natixis Advisors, L.P. | 1,252,908 | $123.0M | 0.47% | −46,660−3.6% | Reduced |
| Evercore Wealth Management, LLC | 1,284,122 | $126.0M | 2.05% | +12,535+1.0% | Added |
| Raymond James & Associates | 1,293,997 | $127.0M | 0.10% | +65,215+5.3% | Added |
| Mackenzie Financial Corp | 1,305,184 | $128.1M | 0.17% | −22,791−1.7% | Reduced |
| Korea Investment CORP | 1,368,593 | $134.3M | 0.35% | +282,308+26.0% | Added |
| Susquehanna International Group, LLP | 1,379,266 | $135.4M | 0.20% | −766,939−35.7% | Reduced |
| Westfield Capital Management Co LP | 1,379,952 | $135.5M | 0.81% | −53,494−3.7% | Reduced |
| Toronto Dominion Bank | 1,381,954 | $135.6M | 0.18% | +304,375+28.2% | Added |
| Tesco Pension Investment Ltd | 1,388,223 | $136.3M | 2.23% | +35,517+2.6% | Added |
| Eminence Capital, LP | 1,438,457 | $141.2M | 1.84% | +418,375+41.0% | Added |
| Thrivent Financial for Lutherans | 1,472,020 | $144.3M | 0.28% | −56,822−3.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,543,934 | $151.6M | 0.27% | −67,300−4.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,576,200 | $155.2M | 0.38% | +214,315+15.7% | Added |
| Commerce Bank | 1,593,904 | $156.5M | 1.02% | +4,001+0.3% | Added |
| State Board of Administration of Florida Retirement System | 1,618,948 | $158.9M | 0.29% | −25,930−1.6% | Reduced |
| State of Wisconsin Investment Board | 1,738,967 | $170.7M | 0.33% | −237,382−12.0% | Reduced |
| New York State Teachers Retirement System | 1,739,957 | $170.8M | 0.33% | −24,666−1.4% | Reduced |
| Fifth Third Bancorp | 1,770,645 | $173.8M | 0.68% | +55,053+3.2% | Added |
| American Century Companies Inc | 1,783,368 | $175.1M | 0.11% | +217,553+13.9% | Added |
| Alphinity Investment Management Pty Ltd | 1,872,268 | $183.8M | 4.13% | +220,943+13.4% | Added |
| National Pension Service | 1,882,379 | $184.8M | 0.32% | −41,903−2.2% | Reduced |
| Neuberger Berman Group LLC | 1,925,550 | $185.6M | 0.15% | +92,933+5.1% | Added |
| Envestnet Asset Management Inc | 1,948,297 | $191.2M | 0.09% | +66,371+3.5% | Added |
| HSBC Holdings PLC | 2,007,831 | $197.6M | 0.21% | −251,270−11.1% | Reduced |
| First Republic Investment Management, Inc. | 2,028,683 | $199.1M | 0.43% | +223,845+12.4% | Added |
| Focused Investors LLC | 2,050,300 | $201.3M | 6.16% | −129,500−5.9% | Reduced |
| Ensign Peak Advisors, Inc | 2,153,591 | $211.4M | 0.40% | +230,765+12.0% | Added |
| Rhumbline Advisers | 2,322,199 | $227.9M | 0.28% | −6,325−0.3% | Reduced |
| AMF Pensionsforsakring AB | 2,424,579 | $238.2M | 1.63% | +1,713+0.1% | Added |
| First Trust Advisors LP | 2,446,914 | $240.2M | 0.23% | +472,462+23.9% | Added |
| California State Teachers Retirement System | 2,455,317 | $241.0M | 0.28% | −17,607−0.7% | Reduced |
| Eaton Vance Management | 2,537,798 | $249.1M | 0.30% | −212,592−7.7% | Reduced |
| Capital International Investors | 2,605,964 | $255.8M | 0.05% | +2,605,964 | New |
| Cullen Capital Management LLC | 2,606,381 | $255.8M | 2.40% | −73,932−2.8% | Reduced |
| KBC Group NV | 2,664,954 | $261.6M | 0.86% | +444,827+20.0% | Added |
| The PNC Financial Services Group, Inc. | 2,704,962 | $265.5M | 0.22% | −34,562−1.3% | Reduced |
| Citigroup Inc | 2,855,928 | $280.3M | 0.25% | −98,209−3.3% | Reduced |
| Nordea Investment Management AB | 2,859,408 | $281.4M | 0.34% | +110,501+4.0% | Added |
| California Public Employees Retirement System | 2,883,342 | $283.0M | 0.19% | −195,140−6.3% | Reduced |
| Prudential Financial Inc | 2,935,005 | $288.1M | 0.36% | +1,334,658+83.4% | Added |
| Allianz Asset Management GmbH | 2,971,388 | $291.7M | 0.21% | −675,971−18.5% | Reduced |
| Agf Investments Inc. | 3,069,514 | $301.3M | 2.17% | +39,549+1.3% | Added |
| Millennium Management LLC | 3,118,860 | $306.1M | 0.34% | −169,197−5.1% | Reduced |
| New York State Common Retirement Fund | 3,252,542 | $319.3M | 0.32% | −190,457−5.5% | Reduced |
| Macquarie Group Ltd | 3,289,412 | $322.9M | 0.27% | −445,298−11.9% | Reduced |
| Alliancebernstein L.P. | 3,365,340 | $330.3M | 0.12% | −3,291−0.1% | Reduced |
| Fayez Sarofim & Co | 3,413,891 | $335.1M | 1.00% | +11,267+0.3% | Added |
| Amundi | 3,342,128 | $342.7M | 0.22% | −111,221−3.2% | Reduced |
| Principal Financial Group Inc | 3,530,400 | $346.5M | 0.21% | −189,985−5.1% | Reduced |
| Schroder Investment Management Group | 3,738,267 | $366.9M | 0.50% | +982,205+35.6% | Added |
| Lord, Abbett & Co. LLC | 3,897,478 | $382.6M | 0.87% | +264,685+7.3% | Added |
| Credit Suisse AG | 4,026,557 | $395.2M | 0.32% | +748,130+22.8% | Added |
| Deutsche Bank AG | 4,034,906 | $396.1M | 0.18% | +247,940+6.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,412,862 | $433.2M | 0.26% | +242,407+5.8% | Added |
| GQG Partners LLC | 4,479,226 | $439.6M | 1.09% | −3,355,485−42.8% | Reduced |
| FIL Ltd | 4,516,526 | $443.3M | 0.45% | −1,902,356−29.6% | Reduced |
| TD Asset Management Inc | 4,587,990 | $450.4M | 0.38% | −182,259−3.8% | Reduced |
| LSV Asset Management | 4,684,563 | $459.8M | 0.81% | −218,770−4.5% | Reduced |
| Capital World Investors | 4,939,268 | $484.8M | 0.08% | +12,278+0.2% | Added |
| Parametric Portfolio Associates LLC | 5,069,809 | $497.7M | 0.25% | −227,491−4.3% | Reduced |
| Canada Pension Plan Investment Board | 5,231,897 | $513.6M | 0.55% | −572,320−9.9% | Reduced |
| UBS Group AG | 5,514,904 | $541.3M | 0.21% | −35,982−0.6% | Reduced |
| Wells Fargo & Company | 5,601,166 | $549.8M | 0.14% | +211,263+3.9% | Added |
| UBS Asset Management Americas Inc | 5,737,143 | $563.2M | 0.22% | −72,384−1.2% | Reduced |
| Barclays PLC | 5,906,003 | $579.7M | 0.35% | +640,918+12.2% | Added |
| Franklin Resources Inc | 6,303,253 | $618.7M | 0.22% | +1,370,436+27.8% | Added |
| Charles Schwab Investment Management Inc | 7,006,607 | $687.8M | 0.20% | −78,429−1.1% | Reduced |
| Royal Bank of Canada | 7,671,587 | $753.0M | 0.18% | +2,202,072+40.3% | Added |
| Invesco Ltd. | 8,587,755 | $843.0M | 0.20% | −578,927−6.3% | Reduced |
| Primecap Management Co | 8,802,831 | $864.1M | 0.60% | −1,011,204−10.3% | Reduced |
| Goldman Sachs Group Inc | 8,853,969 | $869.1M | 0.21% | −566,237−6.0% | Reduced |
| Legal & General Group Plc | 9,326,772 | $915.5M | 0.28% | −315,816−3.3% | Reduced |
| Bank of Montreal | 9,715,719 | $968.7M | 0.52% | −905,345−8.5% | Reduced |
| Manufacturers Life Insurance Company, The | 10,032,308 | $985.4M | 0.60% | −219,387−2.1% | Reduced |
| Fisher Asset Management, LLC | 10,448,069 | $1.03B | 0.57% | +474,238+4.8% | Added |
| Dimensional Fund Advisors LP | 10,546,530 | $1.04B | 0.31% | −959,143−8.3% | Reduced |
| Capital Research Global Investors | 13,271,214 | $1.30B | 0.29% | +3,718,415+38.9% | Added |
| Janus Henderson Group PLC | 14,037,219 | $1.38B | 0.57% | +734,628+5.5% | Added |
| Bank of New York Mellon Corp | 14,347,246 | $1.41B | 0.25% | +213,860+1.5% | Added |
| Eagle Capital Management LLC | 14,561,371 | $1.43B | 4.26% | −449,275−3.0% | Reduced |