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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 171,374 | $16.8M | 0.92% | +171,374 | New |
| Daiwa Securities Group Inc. | 142,128 | $16.3M | 0.10% | −23,417−14.1% | Reduced |
| Edgar Lomax Co | 166,030 | $16.3M | 0.98% | −1,615−1.0% | Reduced |
| Pittenger & Anderson Inc | 164,627 | $16.2M | 0.75% | +1,463+0.9% | Added |
| Peapack Gladstone Financial Corp | 163,792 | $16.1M | 0.30% | +4,476+2.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 162,116 | $16.0M | 0.21% | +162,116 | New |
| Metropolitan Life Insurance Co | 160,714 | $15.8M | 0.21% | −9,039−5.3% | Reduced |
| Pacific Heights Asset Management LLC | 160,000 | $15.7M | 1.32% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 158,938 | $15.6M | 0.06% | +35,616+28.9% | Added |
| Parallax Volatility Advisers, L.P. | 156,444 | $15.4M | 0.19% | +2,193+1.4% | Added |
| Matrix Asset Advisors Inc | 156,047 | $15.3M | 1.99% | −944−0.6% | Reduced |
| Sit Investment Associates Inc | 155,925 | $15.3M | 0.36% | +2,875+1.9% | Added |
| Westpac Banking Corp | 154,447 | $15.2M | 0.16% | −68,451−30.7% | Reduced |
| Gemsstock Limited | 154,100 | $15.1M | 5.81% | +79,100+105.5% | Added |
| Hartford Investment Management Co | 153,273 | $15.0M | 0.35% | +9,318+6.5% | Added |
| Erste Asset Management GmbH | 151,928 | $15.0M | 0.27% | −960−0.6% | Reduced |
| Scotia Capital Inc. | 152,672 | $15.0M | 0.10% | +29,570+24.0% | Added |
| Tudor Investment Corp Et Al | 152,149 | $14.9M | 0.29% | +102,327+205.4% | Added |
| Nissay Asset Management Corp | 151,045 | $14.8M | 0.11% | −370−0.2% | Reduced |
| Wade G W & Inc | 150,780 | $14.8M | 0.64% | −570−0.4% | Reduced |
| Socorro Asset Management LP | 148,330 | $14.6M | 4.15% | +9,000+6.5% | Added |
| Captrust Financial Advisors | 146,464 | $14.4M | 0.10% | +33,385+29.5% | Added |
| Nicola Wealth Management Ltd. | 146,000 | $14.3M | 1.35% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 145,289 | $14.3M | 0.40% | −3,178−2.1% | Reduced |
| Cubist Systematic Strategies, LLC | 144,487 | $14.2M | 0.13% | −115,693−44.5% | Reduced |
| Gratus Capital LLC | 141,781 | $13.9M | 1.29% | +4,957+3.6% | Added |
| Bokf, NA | 141,020 | $13.8M | 0.21% | +6,326+4.7% | Added |
| Bank of the West | 140,571 | $13.8M | 1.31% | +4,081+3.0% | Added |
| Liontrust Investment Partners LLP | 140,000 | $13.7M | 0.16% | +140,000 | New |
| Burney Co | 137,794 | $13.5M | 0.58% | +998+0.7% | Added |
| Polar Capital Holdings Plc | 137,695 | $13.5M | 0.07% | +32,889+31.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 137,333 | $13.5M | 0.47% | +2,736+2.0% | Added |
| Greenwood Capital Associates LLC | 137,286 | $13.5M | 1.91% | +5,159+3.9% | Added |
| Tower Research Capital LLC (TRC) | 134,017 | $13.2M | 0.23% | +112,932+535.6% | Added |
| Telos Capital Management, Inc. | 132,277 | $13.0M | 1.62% | +2,107+1.6% | Added |
| Crestwood Advisors Group LLC | 131,746 | $12.9M | 0.34% | +1,983+1.5% | Added |
| Edge Capital Group, LLC | 130,979 | $12.9M | 0.91% | −27,771−17.5% | Reduced |
| Wealthfront Advisers LLC | 129,542 | $12.7M | 0.05% | +5,717+4.6% | Added |
| Myriad Asset Management Ltd. | 128,804 | $12.6M | 1.38% | −8,500−6.2% | Reduced |
| MML Investors Services, LLC | 128,504 | $12.6M | 0.09% | +15,578+13.8% | Added |
| Ziegler Capital Management, LLC | 128,183 | $12.6M | 0.45% | −6,972−5.2% | Reduced |
| Banque Pictet & Cie SA | 127,801 | $12.5M | 0.09% | +62,286+95.1% | Added |
| Thompson Siegel & Walmsley LLC | 127,650 | $12.5M | 0.17% | +26,850+26.6% | Added |
| Advisors Asset Management, Inc. | 126,811 | $12.4M | 0.18% | +28,648+29.2% | Added |
| Morgan Stanley | 126,736 | $12.4M | 0.00% | −294−0.2% | Reduced |
| Leuthold Group, LLC | 125,544 | $12.3M | 1.44% | −2,870−2.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 125,139 | $12.3M | 0.05% | +4,653+3.9% | Added |
| Bornite Capital Management LP | 125,000 | $12.3M | 4.24% | +125,000 | New |
| General Pension Society PZU Joint Stock Co | 124,369 | $12.2M | 3.80% | 00.0% | Unchanged |
| Kings Point Capital Management | 124,200 | $12.2M | 1.00% | +49,347+65.9% | Added |
| Two Sigma Investments, LP | 123,906 | $12.2M | 0.03% | −606,376−83.0% | Reduced |
| Brightworth | 123,060 | $12.1M | 1.11% | +197+0.2% | Added |
| Amica Mutual Insurance Co | 122,927 | $12.1M | 1.02% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 121,753 | $12.0M | 1.18% | +76+0.1% | Added |
| Brinker Capital Investments, LLC | 121,511 | $11.9M | 0.17% | −10,286−7.8% | Reduced |
| Securian Asset Management, Inc | 121,206 | $11.9M | 0.22% | −587−0.5% | Reduced |
| Andra AP-fonden | 121,011 | $11.9M | 0.24% | −38,400−24.1% | Reduced |
| Marvin & Palmer Associates Inc | 120,523 | $11.8M | 5.06% | −14,494−10.7% | Reduced |
| Allstate Corp | 119,043 | $11.7M | 0.22% | +82,314+224.1% | Added |
| Grassi Investment Management | 118,950 | $11.7M | 1.18% | 00.0% | Unchanged |
| Kiwi Wealth Investments Limited Partnership | 114,991 | $11.3M | 0.53% | −22,569−16.4% | Reduced |
| Creative Planning | 114,112 | $11.2M | 0.02% | +4,381+4.0% | Added |
| Winslow Capital Management, LLC | 111,769 | $11.0M | 0.04% | +59,988+115.8% | Added |
| Argent Trust Co | 110,899 | $10.9M | 0.64% | −2,736−2.4% | Reduced |
| St Germain D J Co Inc | 110,067 | $10.8M | 0.59% | +3,159+3.0% | Added |
| DuPont Capital Management Corp | 109,885 | $10.8M | 0.38% | −38,955−26.2% | Reduced |
| Desjardins Global Asset Management Inc. | 108,803 | $10.7M | 0.91% | +108,803 | New |
| Shelton Capital Management | 108,598 | $10.7M | 0.38% | −10,312−8.7% | Reduced |
| Coldstream Capital Management Inc | 108,069 | $10.6M | 0.33% | +98,149+989.4% | Added |
| Core Alternative Capital | 107,926 | $10.5M | 2.12% | −2,243−2.0% | Reduced |
| Crestline Management, LP | 105,000 | $10.3M | 0.77% | +105,000 | New |
| Banco Santander, S.A. | 104,439 | $10.3M | 0.06% | +19,798+23.4% | Added |
| Edmond de Rothschild Holding S.A. | 103,579 | $10.2M | 0.22% | +6,266+6.4% | Added |
| Ieq Capital, LLC | 103,356 | $10.1M | 0.23% | +21,022+25.5% | Added |
| Elo Mutual Pension Insurance Co | 102,875 | $10.1M | 0.28% | +5,698+5.9% | Added |
| Maryland State Retirement & Pension System | 102,847 | $10.1M | 0.26% | −1,006−1.0% | Reduced |
| Flputnam Investment Management Co | 102,324 | $10.0M | 0.31% | +792+0.8% | Added |
| Motco | 100,801 | $9.89M | 0.61% | −2,687−2.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 100,475 | $9.86M | 0.72% | −36,533−26.7% | Reduced |
| Brown Advisory Inc | 99,788 | $9.79M | 0.01% | +14,740+17.3% | Added |
| Montag A & Associates Inc | 99,652 | $9.78M | 0.48% | −1,898−1.9% | Reduced |
| FineMark National Bank & Trust | 98,658 | $9.68M | 0.37% | +3,051+3.2% | Added |
| Clear Street Markets LLC | 97,250 | $9.55M | 0.86% | +19,349+24.8% | Added |
| Squarepoint Ops LLC | 96,496 | $9.47M | 0.05% | −41,953−30.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 96,070 | $9.43M | 0.76% | +87,954+1,083.7% | Added |
| Appleton Partners Inc | 95,674 | $9.39M | 0.71% | +16,662+21.1% | Added |
| Hourglass Capital, LLC | 95,653 | $9.39M | 3.14% | −45,374−32.2% | Reduced |
| Dowling & Yahnke LLC | 94,456 | $9.27M | 0.45% | −1,772−1.8% | Reduced |
| Becker Capital Management Inc | 93,990 | $9.23M | 0.36% | −12,188−11.5% | Reduced |
| Nomura Holdings Inc | 99,279 | $9.15M | 0.05% | +11,424+13.0% | Added |
| LGT Fund Management Co Ltd. | 93,000 | $9.13M | 2.63% | +93,000 | New |
| Nicholas Investment Partners, LP | 92,500 | $9.08M | 0.57% | +2,500+2.8% | Added |
| White Pine Investment CO | 92,208 | $9.05M | 3.01% | −3,960−4.1% | Reduced |
| Telemus Capital, LLC | 92,073 | $9.04M | 0.73% | −157−0.2% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $9.03M | 0.97% | 00.0% | Unchanged |
| People's United Financial, Inc. | 91,899 | $9.02M | 0.22% | −10,101−9.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 91,526 | $8.98M | 0.16% | −172,661−65.4% | Reduced |
| PEAK6 Investments LLC | 90,955 | $8.93M | 0.25% | +90,955 | New |
| Louisiana State Employees Retirement System | 90,000 | $8.83M | 0.19% | −900−1.0% | Reduced |
| Federated Hermes, Inc. | 89,861 | $8.82M | 0.02% | −361,189−80.1% | Reduced |