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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 1,197,998 | $117.6M | 0.77% | +1,135,234+1,808.7% | Added |
| Stifel Financial Corp | 1,192,230 | $117.0M | 0.15% | −2,679−0.2% | Reduced |
| State of Tennessee, Treasury Department | 1,173,165 | $115.2M | 0.42% | +89,785+8.3% | Added |
| Artisan Partners Limited Partnership | 1,129,579 | $110.9M | 0.13% | −348,375−23.6% | Reduced |
| Sound Shore Management Inc | 1,106,867 | $108.7M | 3.02% | −6,457−0.6% | Reduced |
| Junto Capital Management LP | 1,097,069 | $107.7M | 2.77% | +382,903+53.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,096,622 | $107.6M | 0.23% | +794,289+262.7% | Added |
| Retirement Systems of Alabama | 1,095,959 | $107.6M | 0.37% | −25,597−2.3% | Reduced |
| Truist Financial Corp | 1,093,709 | $107.4M | 0.16% | +69,391+6.8% | Added |
| Douglas Lane & Associates, LLC | 1,088,107 | $106.8M | 1.42% | −12,047−1.1% | Reduced |
| Russell Investments Group, Ltd. | 1,085,600 | $106.7M | 0.17% | −153,835−12.4% | Reduced |
| Pzena Investment Management LLC | 1,018,996 | $100.0M | 0.38% | −735,560−41.9% | Reduced |
| CIBC World Markets Corp | 1,011,333 | $99.3M | 0.53% | +625,724+162.3% | Added |
| Crake Asset Management LLP | 991,158 | $97.3M | 5.50% | +353,023+55.3% | Added |
| Citadel Advisors LLC | 988,954 | $97.1M | 0.10% | −1,579,939−61.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 973,551 | $95.6M | 0.92% | +206,279+26.9% | Added |
| Sadoff Investment Management LLC | 958,071 | $94.0M | 5.51% | −18,390−1.9% | Reduced |
| Pictet Asset Management SA | 943,120 | $92.6M | 0.09% | −18,578−1.9% | Reduced |
| Victory Capital Management Inc | 922,470 | $90.5M | 0.08% | −10,999−1.2% | Reduced |
| Panagora Asset Management Inc | 905,524 | $88.9M | 0.47% | −83,825−8.5% | Reduced |
| Public Employees Retirement System of Ohio | 890,540 | $87.4M | 0.29% | −43,224−4.6% | Reduced |
| Holocene Advisors, LP | 889,917 | $87.4M | 0.46% | +889,917 | New |
| Teacher Retirement System of Texas | 866,903 | $85.1M | 0.38% | +439,229+102.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 866,349 | $85.0M | 0.27% | −35,255−3.9% | Reduced |
| Ninety One UK Ltd | 860,325 | $84.5M | 0.20% | −480,241−35.8% | Reduced |
| Public Sector Pension Investment Board | 852,370 | $83.7M | 0.46% | −141,620−14.2% | Reduced |
| Aristotle Capital Management, LLC | 831,161 | $81.6M | 0.14% | 00.0% | Unchanged |
| RBF Capital, LLC | 810,432 | $79.6M | 4.98% | 00.0% | Unchanged |
| Voya Investment Management LLC | 809,739 | $79.5M | 0.15% | +203,953+33.7% | Added |
| Storebrand Asset Management AS | 803,580 | $78.9M | 0.35% | +22,750+2.9% | Added |
| State of New Jersey Common Pension Fund D | 800,954 | $78.6M | 0.23% | −20,650−2.5% | Reduced |
| Zurich Insurance Group Ltd | 790,696 | $77.6M | 0.88% | −343,352−30.3% | Reduced |
| CIBC Private Wealth Group, LLC | 790,468 | $77.6M | 0.16% | +28,042+3.7% | Added |
| Calamos Advisors LLC | 788,450 | $77.4M | 0.31% | −117,183−12.9% | Reduced |
| Fullerton Fund Management Co Ltd. | 782,580 | $76.8M | 3.85% | +123,281+18.7% | Added |
| Factory Mutual Insurance Co | 803,600 | $76.4M | 1.10% | −414,298−34.0% | Reduced |
| Voloridge Investment Management, LLC | 767,735 | $75.4M | 0.41% | +357,790+87.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 740,395 | $72.7M | 0.15% | −75,310−9.2% | Reduced |
| Clark Capital Management Group, Inc. | 740,321 | $72.7M | 0.89% | −175,071−19.1% | Reduced |
| Natixis | 740,122 | $72.7M | 0.25% | +571,036+337.7% | Added |
| Jane Street Group, LLC | 731,808 | $71.8M | 0.14% | +615,333+528.3% | Added |
| Swedbank AB | 705,382 | $69.7M | 0.12% | −37,207−5.0% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 709,000 | $69.6M | 0.75% | −2,500−0.4% | Reduced |
| Rafferty Asset Management, LLC | 707,326 | $69.4M | 0.37% | +52,697+8.0% | Added |
| Capitolis Advisors LLC | 706,850 | $69.4M | 0.41% | +76,699+12.2% | Added |
| Clearbridge Investments, LLC | 695,994 | $68.3M | 0.05% | −8,400−1.2% | Reduced |
| Cookson Peirce & Co Inc | 685,445 | $67.3M | 3.75% | −9,045−1.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 673,117 | $66.5M | 0.34% | −40,738−5.7% | Reduced |
| Asset Management One Co.,Ltd. | 669,430 | $66.1M | 0.23% | −29,805−4.3% | Reduced |
| Candriam Luxembourg S.C.A. | 642,679 | $63.1M | 0.40% | +164,503+34.4% | Added |
| LPL Financial LLC | 641,549 | $63.0M | 0.05% | +55,533+9.5% | Added |
| TCW Group Inc | 637,486 | $62.6M | 0.52% | +118,130+22.7% | Added |
| Lazard Freres Gestion S.A.S. | 698,545 | $62.5M | 1.69% | −56,287−7.5% | Reduced |
| Gateway Investment Advisers LLC | 632,173 | $62.1M | 0.59% | +1,162+0.2% | Added |
| RNC Capital Management LLC | 623,378 | $61.2M | 3.03% | −153,761−19.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 609,936 | $61.1M | 0.24% | +84,045+16.0% | Added |
| Standard Life Aberdeen plc | 616,175 | $60.5M | 0.13% | −43,494−6.6% | Reduced |
| Avalon Investment & Advisory | 615,464 | $60.4M | 1.49% | +153,387+33.2% | Added |
| M&T Bank Corp | 610,208 | $59.9M | 0.25% | −3,429−0.6% | Reduced |
| Voleon Capital Management LP | 600,000 | $58.9M | 9.83% | +600,000 | New |
| Teachers Retirement System of the State of Kentucky | 592,045 | $58.1M | 0.52% | −36,243−5.8% | Reduced |
| STRS Ohio | 587,118 | $57.6M | 0.20% | −11,873−2.0% | Reduced |
| DnB Asset Management AS | 586,937 | $57.6M | 0.34% | −127,981−17.9% | Reduced |
| Treasurer of the State of North Carolina | 569,272 | $55.9M | 0.30% | −5,730−1.0% | Reduced |
| Nisa Investment Advisors, LLC | 541,915 | $55.6M | 0.42% | +34,877+6.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 555,902 | $54.6M | 3.80% | +25,064+4.7% | Added |
| Ferguson Wellman Capital Management, Inc | 535,058 | $52.5M | 1.53% | +18,008+3.5% | Added |
| Atalanta Sosnoff Capital, LLC | 523,315 | $51.4M | 1.11% | −569,842−52.1% | Reduced |
| Todd Asset Management LLC | 521,443 | $51.2M | 1.10% | −25,810−4.7% | Reduced |
| AQR Capital Management LLC | 512,587 | $50.3M | 0.09% | +137,510+36.7% | Added |
| HighTower Advisors, LLC | 510,727 | $49.9M | 0.11% | +51,550+11.2% | Added |
| Putnam Investments LLC | 502,011 | $49.3M | 0.07% | −52,747−9.5% | Reduced |
| American International Group, Inc. | 495,490 | $48.6M | 0.24% | −3,941−0.8% | Reduced |
| Aviva PLC | 492,962 | $48.4M | 0.20% | −69,029−12.3% | Reduced |
| SEI Investments Co | 490,324 | $48.1M | 0.09% | +18,756+4.0% | Added |
| Royal London Asset Management Ltd | 472,871 | $46.4M | 0.17% | −17,563−3.6% | Reduced |
| NFJ Investment Group, LLC | 465,304 | $45.7M | 0.83% | +178,285+62.1% | Added |
| Umb Bank N A | 458,414 | $45.0M | 0.57% | +50,626+12.4% | Added |
| ING Groep NV | 452,362 | $44.4M | 0.40% | +329,818+269.1% | Added |
| Employees Retirement System of Texas | 443,800 | $43.6M | 0.49% | −26,000−5.5% | Reduced |
| Payden & Rygel | 442,600 | $43.4M | 2.01% | −2,400−0.5% | Reduced |
| Oppenheimer Asset Management Inc. | 442,395 | $43.4M | 0.58% | −41,824−8.6% | Reduced |
| BNP Paribas Arbitrage, SA | 442,005 | $43.4M | 0.10% | −265,213−37.5% | Reduced |
| Gabelli Funds LLC | 441,774 | $43.4M | 0.27% | −115,910−20.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 440,689 | $43.3M | 0.05% | +440,689 | New |
| Worldquant Millennium Advisors LLC | 437,110 | $42.9M | 0.85% | +97,372+28.7% | Added |
| E. Ohman J:or Asset Management AB | 432,710 | $42.5M | 1.23% | +965+0.2% | Added |
| ProShare Advisors LLC | 427,968 | $42.0M | 0.08% | +89,422+26.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 421,792 | $41.8M | 2.97% | +421,792 | New |
| Caisse de Depot Et Placement du Quebec | 425,600 | $41.8M | 0.09% | +425,600 | New |
| Nomura Asset Management Co Ltd | 417,879 | $41.0M | 0.21% | +119,874+40.2% | Added |
| Bridger Management, LLC | 416,392 | $40.9M | 5.28% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 415,630 | $40.8M | 1.65% | −1610.0% | Reduced |
| TD Waterhouse Canada Inc. | 365,326 | $40.7M | 0.40% | +365,326 | New |
| Bessemer Group Inc | 413,147 | $40.6M | 0.08% | +113,950+38.1% | Added |
| Loomis Sayles & Co L P | 412,611 | $40.5M | 0.05% | −84,452−17.0% | Reduced |
| Kames Capital plc | 401,095 | $39.5M | 0.51% | +46,226+13.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 396,713 | $38.9M | 0.34% | −26,790−6.3% | Reduced |
| Mariner, LLC | 391,707 | $38.5M | 0.16% | +146,406+59.7% | Added |
| Adams Diversified Equity Fund, Inc. | 383,500 | $37.6M | 1.43% | +21,000+5.8% | Added |