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, Q1 2022
Institutional positions in Morgan Stanley as of Mar 31, 2022. 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
- 1,673
- −22 vs. Q4 2021
- Shares held
- 1.48B
- −20.2M (−1.4%) vs. Q4 2021
- Total value
- $129.1B
- −$17.8B (−12.1%) vs. Q4 2021
- New holders
- 142
- 675 more added
- Sold out
- 164
- 615 more reduced
21 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $218.1B |
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $33.0B | 100.00% | 00.0% | Unchanged |
| State Street Corp | 130,449,037 | $11.4B | 0.56% | −71,118−0.1% | Reduced |
| Vanguard Group Inc | 119,462,176 | $10.4B | 0.25% | +1,524,370+1.3% | Added |
| BlackRock Inc. | 99,877,472 | $8.73B | 0.24% | −6,917,473−6.5% | Reduced |
| JPMorgan Chase & Co | 41,775,713 | $3.65B | 0.47% | −716,778−1.7% | Reduced |
| Wellington Management Group LLP | 37,678,228 | $3.29B | 0.56% | −4,591,480−10.9% | Reduced |
| FMR LLC | 34,365,771 | $3.00B | 0.24% | −9,357,703−21.4% | Reduced |
| Capital Research Global Investors | 26,638,524 | $2.33B | 0.57% | +13,367,310+100.7% | Added |
| Bank of America Corp | 25,747,893 | $2.25B | 0.24% | +3,012,717+13.3% | Added |
| Geode Capital Management, LLC | 23,639,581 | $2.06B | 0.26% | −211,384−0.9% | Reduced |
| Massachusetts Financial Services Co | 22,052,848 | $1.93B | 0.57% | +2,274,156+11.5% | Added |
| Capital International Investors | 20,756,931 | $1.81B | 0.41% | +18,150,967+696.5% | Added |
| Ameriprise Financial Inc | 18,298,605 | $1.59B | 0.47% | −5,459,544−23.0% | Reduced |
| Price T Rowe Associates Inc | 16,654,440 | $1.46B | 0.15% | −8,552,012−33.9% | Reduced |
| Norges Bank | 15,678,483 | $1.37B | 0.30% | −381,266−2.4% | Reduced |
| Northern Trust Corp | 14,330,963 | $1.25B | 0.22% | −610,176−4.1% | Reduced |
| Eagle Capital Management LLC | 14,128,128 | $1.23B | 4.17% | −433,243−3.0% | Reduced |
| Nuveen Asset Management, LLC | 12,959,731 | $1.20B | 0.39% | −5,607,583−30.2% | Reduced |
| Bank of New York Mellon Corp | 13,211,345 | $1.15B | 0.22% | −1,135,901−7.9% | Reduced |
| Janus Henderson Group PLC | 12,000,357 | $1.05B | 0.51% | −2,036,862−14.5% | Reduced |
| Goldman Sachs Group Inc | 11,482,077 | $1.00B | 0.25% | +2,628,108+29.7% | Added |
| Manufacturers Life Insurance Company, The | 11,172,739 | $976.5M | 0.64% | +1,140,431+11.4% | Added |
| Fisher Asset Management, LLC | 10,769,276 | $941.2M | 0.56% | +321,207+3.1% | Added |
| Dimensional Fund Advisors LP | 10,161,317 | $888.3M | 0.28% | −385,213−3.7% | Reduced |
| Invesco Ltd. | 9,932,919 | $868.1M | 0.22% | +1,345,164+15.7% | Added |
| Legal & General Group Plc | 9,789,288 | $855.6M | 0.26% | +462,516+5.0% | Added |
| Franklin Resources Inc | 8,822,981 | $771.1M | 0.31% | +2,519,728+40.0% | Added |
| Primecap Management Co | 8,385,164 | $732.9M | 0.55% | −417,667−4.7% | Reduced |
| UBS Group AG | 7,105,712 | $621.0M | 0.27% | +1,590,808+28.8% | Added |
| Bank of Montreal | 6,791,883 | $618.7M | 0.35% | −2,923,836−30.1% | Reduced |
| Charles Schwab Investment Management Inc | 7,074,398 | $618.3M | 0.19% | +67,791+1.0% | Added |
| Wells Fargo & Company | 5,914,761 | $517.0M | 0.14% | +313,595+5.6% | Added |
| UBS Asset Management Americas Inc | 5,624,154 | $491.6M | 0.21% | −112,989−2.0% | Reduced |
| Ontario Teachers Pension Plan Board | 5,168,318 | $451.7M | 5.47% | +5,168,318 | New |
| Capital World Investors | 4,914,772 | $429.6M | 0.07% | −24,496−0.5% | Reduced |
| Principal Financial Group Inc | 4,903,391 | $428.6M | 0.27% | +1,372,991+38.9% | Added |
| Deutsche Bank AG | 4,898,027 | $428.1M | 0.20% | +863,121+21.4% | Added |
| Parametric Portfolio Associates LLC | 4,854,015 | $424.2M | 0.22% | −215,794−4.3% | Reduced |
| Royal Bank of Canada | 4,684,961 | $409.5M | 0.11% | −2,986,626−38.9% | Reduced |
| LSV Asset Management | 4,612,795 | $403.2M | 0.74% | −71,768−1.5% | Reduced |
| Credit Suisse AG | 4,384,772 | $383.2M | 0.33% | +358,215+8.9% | Added |
| Barclays PLC | 4,376,501 | $382.5M | 0.31% | −1,529,502−25.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,340,504 | $379.4M | 0.25% | −72,358−1.6% | Reduced |
| Canada Pension Plan Investment Board | 4,135,870 | $361.5M | 0.48% | −1,096,027−20.9% | Reduced |
| Lord, Abbett & Co. LLC | 3,986,929 | $348.5M | 0.93% | +89,451+2.3% | Added |
| Amundi | 3,891,736 | $325.1M | 0.22% | +549,608+16.4% | Added |
| Citigroup Inc | 3,587,323 | $313.5M | 0.33% | +731,395+25.6% | Added |
| Alliancebernstein L.P. | 3,553,701 | $310.6M | 0.12% | +188,361+5.6% | Added |
| TD Asset Management Inc | 3,487,529 | $304.8M | 0.28% | −1,100,461−24.0% | Reduced |
| FIL Ltd | 3,484,187 | $304.5M | 0.31% | −1,032,339−22.9% | Reduced |
| Schroder Investment Management Group | 3,369,421 | $304.2M | 0.40% | −368,846−9.9% | Reduced |
| Fayez Sarofim & Co | 3,411,212 | $298.1M | 0.94% | −2,679−0.1% | Reduced |
| New York State Common Retirement Fund | 3,321,432 | $290.3M | 0.31% | +68,890+2.1% | Added |
| Bessemer Group Inc | 3,034,168 | $265.2M | 0.56% | +2,621,021+634.4% | Added |
| Nordea Investment Management AB | 2,858,024 | $256.6M | 0.32% | −1,3840.0% | Reduced |
| First Trust Advisors LP | 2,888,545 | $252.5M | 0.26% | +441,631+18.0% | Added |
| Cullen Capital Management LLC | 2,741,878 | $239.6M | 2.21% | +135,497+5.2% | Added |
| California Public Employees Retirement System | 2,720,907 | $237.8M | 0.18% | −162,435−5.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,641,042 | $230.8M | 0.20% | −63,920−2.4% | Reduced |
| Eaton Vance Management | 2,371,194 | $207.2M | 0.24% | −166,604−6.6% | Reduced |
| Prudential Financial Inc | 2,361,096 | $206.4M | 0.27% | −573,909−19.6% | Reduced |
| Rhumbline Advisers | 2,356,825 | $206.0M | 0.27% | +34,626+1.5% | Added |
| First Republic Investment Management, Inc. | 2,322,456 | $203.0M | 0.44% | +293,773+14.5% | Added |
| California State Teachers Retirement System | 2,287,304 | $199.9M | 0.26% | −168,013−6.8% | Reduced |
| KBC Group NV | 2,240,651 | $195.8M | 0.77% | −424,303−15.9% | Reduced |
| Allianz Asset Management GmbH | 2,194,231 | $191.8M | 0.15% | −777,157−26.2% | Reduced |
| HSBC Holdings PLC | 2,005,554 | $177.5M | 0.24% | −2,277−0.1% | Reduced |
| AMF Pensionsforsakring AB | 2,026,721 | $177.3M | 1.31% | −397,858−16.4% | Reduced |
| Focused Investors LLC | 1,983,400 | $173.3M | 5.52% | −66,900−3.3% | Reduced |
| Envestnet Asset Management Inc | 1,962,677 | $171.5M | 0.09% | +14,380+0.7% | Added |
| Susquehanna International Group, LLP | 1,926,471 | $168.4M | 0.25% | +547,205+39.7% | Added |
| Fifth Third Bancorp | 1,875,500 | $163.9M | 0.67% | +104,855+5.9% | Added |
| Neuberger Berman Group LLC | 1,841,007 | $160.9M | 0.14% | −84,543−4.4% | Reduced |
| Ensign Peak Advisors, Inc | 1,750,273 | $153.0M | 0.31% | −403,318−18.7% | Reduced |
| National Pension Service | 1,739,298 | $152.0M | 0.28% | −143,081−7.6% | Reduced |
| New York State Teachers Retirement System | 1,727,199 | $151.0M | 0.31% | −12,758−0.7% | Reduced |
| Macquarie Group Ltd | 1,721,047 | $150.4M | 0.14% | −1,568,365−47.7% | Reduced |
| Eminence Capital, LP | 1,634,798 | $142.9M | 2.29% | +196,341+13.6% | Added |
| Millennium Management LLC | 1,591,426 | $139.1M | 0.17% | −1,527,434−49.0% | Reduced |
| State Board of Administration of Florida Retirement System | 1,566,042 | $136.9M | 0.27% | −52,906−3.3% | Reduced |
| Thrivent Financial for Lutherans | 1,554,446 | $135.9M | 0.27% | +82,426+5.6% | Added |
| Adage Capital Partners GP, L.L.C. | 1,490,334 | $130.3M | 0.25% | −53,600−3.5% | Reduced |
| Commerce Bank | 1,476,278 | $129.0M | 0.88% | −117,626−7.4% | Reduced |
| Korea Investment CORP | 1,470,476 | $128.5M | 0.32% | +101,883+7.4% | Added |
| American Century Companies Inc | 1,461,337 | $127.7M | 0.09% | −322,031−18.1% | Reduced |
| Raymond James & Associates | 1,441,216 | $126.0M | 0.11% | +147,219+11.4% | Added |
| Bank of Nova Scotia | 1,410,705 | $123.3M | 0.21% | +196,532+16.2% | Added |
| Evercore Wealth Management, LLC | 1,287,405 | $112.5M | 1.99% | +3,283+0.3% | Added |
| Toronto Dominion Bank | 1,286,154 | $112.4M | 0.17% | −95,800−6.9% | Reduced |
| Great West Life Assurance Co | 1,207,769 | $111.2M | 0.23% | −15,469−1.3% | Reduced |
| Sound Shore Management Inc | 1,260,247 | $110.1M | 3.20% | +153,380+13.9% | Added |
| State of Wisconsin Investment Board | 1,233,762 | $107.8M | 0.22% | −505,205−29.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,222,911 | $106.9M | 1.75% | −1,200−0.1% | Reduced |
| Mackenzie Financial Corp | 1,217,642 | $106.4M | 0.14% | −87,542−6.7% | Reduced |
| State of Tennessee, Treasury Department | 1,206,369 | $105.4M | 0.41% | +33,204+2.8% | Added |
| DekaBank Deutsche Girozentrale | 1,163,873 | $104.9M | 0.26% | −412,327−26.2% | Reduced |
| Natixis Advisors, L.P. | 1,199,749 | $104.9M | 0.40% | −53,159−4.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,161,437 | $101.5M | 0.24% | −76,595−6.2% | Reduced |
| Artisan Partners Limited Partnership | 1,157,218 | $101.1M | 0.13% | +27,639+2.4% | Added |
| Retirement Systems of Alabama | 1,153,692 | $100.8M | 0.37% | +57,733+5.3% | Added |