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 |
|---|---|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | 381,540 | $37.5M | 1.22% | +10,501+2.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 380,799 | $37.3M | 0.50% | +44,973+13.4% | Added |
| Fiduciary Trust Co | 380,182 | $37.3M | 0.61% | +11,322+3.1% | Added |
| Rathbone Brothers plc | 378,508 | $37.2M | 0.36% | +27,600+7.9% | Added |
| Amalgamated Bank | 376,159 | $36.9M | 0.27% | −12,298−3.2% | Reduced |
| Arizona State Retirement System | 374,784 | $36.8M | 0.28% | −14,352−3.7% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $36.2M | 1.66% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 367,819 | $36.1M | 0.28% | +227,519+162.2% | Added |
| GWM Advisors LLC | 364,471 | $35.8M | 0.54% | +37,234+11.4% | Added |
| Tredje AP-fonden | 364,007 | $35.7M | 0.69% | −61,894−14.5% | Reduced |
| State of Michigan Retirement System | 361,422 | $35.5M | 0.19% | −5,100−1.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 350,287 | $34.4M | 0.17% | −30,774−8.1% | Reduced |
| Dana Investment Advisors, Inc. | 348,910 | $34.2M | 1.48% | −20,554−5.6% | Reduced |
| NN Investment Partners Holdings N.V. | 342,754 | $33.6M | 0.17% | −33,294−8.9% | Reduced |
| USS Investment Management Ltd | 342,242 | $33.6M | 0.27% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 336,510 | $33.0M | 0.08% | −811,972−70.7% | Reduced |
| CIBC World Markets Inc. | 332,673 | $32.7M | 0.11% | −65,619−16.5% | Reduced |
| Oregon Public Employees Retirement Fund | 330,429 | $32.4M | 0.36% | −111,876−25.3% | Reduced |
| Braun Stacey Associates Inc | 327,511 | $32.1M | 1.17% | +22,885+7.5% | Added |
| Jupiter Asset Management Ltd | 323,442 | $32.0M | 0.35% | +8,367+2.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 323,008 | $31.7M | 2.33% | −7,547−2.3% | Reduced |
| Brandywine Global Investment Management, LLC | 321,300 | $31.5M | 0.23% | −3,286−1.0% | Reduced |
| PFS Investments Inc. | 321,083 | $31.5M | 0.61% | −10,231−3.1% | Reduced |
| Forsta Ap-Fonden | 320,863 | $31.5M | 0.32% | +9,100+2.9% | Added |
| Bridgewater Associates, LP | 319,434 | $31.4M | 0.18% | −431,488−57.5% | Reduced |
| MetLife Investment Management | 317,168 | $31.1M | 0.26% | −12,508−3.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 316,942 | $31.1M | 0.10% | −169,875−34.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 313,262 | $30.8M | 2.06% | +4,269+1.4% | Added |
| Janney Montgomery Scott LLC | 312,664 | $30.7M | 0.12% | +7,813+2.6% | Added |
| Pinnacle Associates Ltd | 310,558 | $30.5M | 0.53% | +28,057+9.9% | Added |
| Ossiam | 309,860 | $30.4M | 0.80% | −34,399−10.0% | Reduced |
| Commonwealth Equity Services, LLC | 309,044 | $30.3M | 0.07% | +22,967+8.0% | Added |
| AXA S.A. | 299,118 | $29.4M | 0.08% | −4,456−1.5% | Reduced |
| Chilton Capital Management LLC | 296,050 | $29.1M | 1.48% | +5,602+1.9% | Added |
| Keybank National Association | 294,319 | $28.9M | 0.12% | −3,638−1.2% | Reduced |
| Mark Asset Management LP | 294,218 | $28.9M | 4.18% | −1,044−0.4% | Reduced |
| Gamco Investors, Inc. Et Al | 287,482 | $28.2M | 0.24% | −62,199−17.8% | Reduced |
| Swiss Life Asset Management Ltd | 286,371 | $28.1M | 0.37% | −33,179−10.4% | Reduced |
| Baird Financial Group, Inc. | 284,542 | $27.9M | 0.07% | +162,978+134.1% | Added |
| Advisor Group Holdings, Inc. | 283,731 | $27.9M | 0.05% | +26,425+10.3% | Added |
| Chartwell Investment Partners, LLC | 283,126 | $27.8M | 0.81% | −37,558−11.7% | Reduced |
| Argent Capital Management LLC | 274,424 | $26.9M | 0.78% | −2,862−1.0% | Reduced |
| Picton Mahoney Asset Management | 271,602 | $26.7M | 0.96% | −7,110−2.6% | Reduced |
| Bollard Group LLC | 270,417 | $26.5M | 0.85% | +763+0.3% | Added |
| Handelsbanken Fonder AB | 258,783 | $25.4M | 0.13% | −75,898−22.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 257,269 | $25.3M | 0.32% | −5,614−2.1% | Reduced |
| US Bancorp | 255,206 | $25.1M | 0.04% | +19,366+8.2% | Added |
| National Bank of Canada | 247,706 | $24.3M | 0.10% | +247,706 | New |
| RMB Capital Management, LLC | 247,361 | $24.3M | 0.73% | −820.0% | Reduced |
| Hosking Partners LLP | 246,723 | $24.2M | 0.58% | −4,692−1.9% | Reduced |
| Blue Chip Partners, Inc. | 244,919 | $24.0M | 3.02% | +4,028+1.7% | Added |
| Comerica Bank | 242,580 | $24.0M | 0.18% | −8,317−3.3% | Reduced |
| Utah Retirement Systems | 243,468 | $23.9M | 0.30% | −3,000−1.2% | Reduced |
| Heritage Investors Management Corp | 243,202 | $23.9M | 0.93% | −1,789−0.7% | Reduced |
| 1832 Asset Management L.P. | 237,903 | $23.8M | 0.04% | −4,877,977−95.3% | Reduced |
| British Columbia Investment Management Corp | 240,574 | $23.6M | 0.13% | −17,477−6.8% | Reduced |
| Tweedy, Browne Co LLC | 237,835 | $23.3M | 0.74% | 00.0% | Unchanged |
| Carlson Capital L P | 234,300 | $23.0M | 1.33% | +234,300 | New |
| Raymond James Financial Services Advisors, Inc. | 234,240 | $23.0M | 0.04% | +48,533+26.1% | Added |
| Yousif Capital Management, LLC | 233,163 | $22.9M | 0.24% | +233,163 | New |
| Diamond Hill Capital Management Inc | 232,962 | $22.9M | 0.08% | −171,192−42.4% | Reduced |
| Public Employees Retirement Association of Colorado | 231,950 | $22.8M | 0.09% | −10,525−4.3% | Reduced |
| Hallmark Capital Management Inc | 229,077 | $22.5M | 1.80% | −8,055−3.4% | Reduced |
| Gulf International Bank (UK) Ltd | 228,773 | $22.5M | 0.32% | −45,917−16.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 228,714 | $22.5M | 0.11% | +157,270+220.1% | Added |
| 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 |
| State of Alaska, Department of Revenue | 222,688 | $21.9M | 0.21% | −14,510−6.1% | Reduced |
| Tiaa, FSB | 221,439 | $21.7M | 0.07% | −3,794−1.7% | Reduced |
| Wesbanco Bank Inc | 220,863 | $21.7M | 0.78% | +470+0.2% | Added |
| Mutual of America Capital Management LLC | 220,066 | $21.6M | 0.22% | −3,849−1.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 219,258 | $21.5M | 0.84% | +36,741+20.1% | Added |
| D. E. Shaw & Co., Inc. | 216,165 | $21.2M | 0.03% | −51,568−19.3% | Reduced |
| Crossmark Global Holdings, Inc. | 214,570 | $21.1M | 0.46% | +50,031+30.4% | Added |
| Mackay Shields LLC | 213,925 | $21.0M | 0.17% | −8,491−3.8% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 210,923 | $20.7M | 4.05% | −433−0.2% | Reduced |
| Ninety One SA (PTY) Ltd | 208,775 | $20.6M | 6.00% | +162,223+348.5% | Added |
| Maple Capital Management, Inc. | 208,014 | $20.4M | 2.23% | +18,366+9.7% | Added |
| Abner Herrman & Brock LLC | 206,445 | $20.3M | 2.64% | −3,486−1.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 205,000 | $20.1M | 0.24% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 201,960 | $19.8M | 0.12% | +11,059+5.8% | Added |
| Railway Pension Investments Ltd | 200,600 | $19.7M | 0.15% | −1,373,622−87.3% | Reduced |
| Texas Permanent School Fund | 198,000 | $19.4M | 0.24% | −27,491−12.2% | Reduced |
| Vontobel Holding Ltd. | 195,555 | $19.3M | 0.16% | −7,140−3.5% | Reduced |
| CIBC Asset Management Inc | 193,211 | $19.0M | 0.07% | +4,208+2.2% | Added |
| APG Asset Management N.V. | 215,576 | $18.6M | 0.03% | −14,400−6.3% | Reduced |
| ExodusPoint Capital Management, LP | 188,719 | $18.5M | 0.23% | −241,638−56.1% | Reduced |
| Blair William & Co | 187,774 | $18.4M | 0.06% | +62,866+50.3% | Added |
| Bridgecreek Investment Management, LLC | 187,505 | $18.4M | 2.51% | −550.0% | Reduced |
| IFM Investors Pty Ltd | 186,987 | $18.4M | 0.34% | −4,048−2.1% | Reduced |
| Man Group plc | 186,670 | $18.3M | 0.06% | −210,401−53.0% | Reduced |
| Earnest Partners LLC | 185,539 | $18.2M | 0.11% | −12,121−6.1% | Reduced |
| Pinebridge Investments, L.P. | 184,688 | $18.1M | 0.19% | +111,723+153.1% | Added |
| TPI Fund Managers Ltd | 184,680 | $18.1M | 2.23% | 00.0% | Unchanged |
| Grand Jean Capital Management Inc | 182,874 | $18.0M | 4.46% | −12,319−6.3% | Reduced |
| LVM Capital Management Ltd | 181,766 | $17.8M | 2.38% | +1,441+0.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 180,184 | $17.7M | 0.19% | −2,735−1.5% | Reduced |
| Xponance, Inc. | 175,366 | $17.2M | 0.27% | +56,085+47.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 173,783 | $17.1M | 0.04% | −7,343−4.1% | Reduced |
| Bailard, Inc. | 172,941 | $17.0M | 0.54% | +1,569+0.9% | Added |