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, 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 | 2,746 | $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, 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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 56,952 | $4.98M | 0.02% | +21,866+62.3% | Added |
| SG Americas Securities, LLC | 57,776 | $5.05M | 0.05% | −1,140,222−95.2% | Reduced |
| Virginia Retirement Systems Et Al | 58,100 | $5.08M | 0.05% | 00.0% | Unchanged |
| HRT Financial LP | 58,131 | $5.08M | 0.04% | +41,359+246.6% | Added |
| CenterStar Asset Management, LLC | – | $5.11M | 3.56% | – | – |
| First National Bank of Omaha | 58,874 | $5.15M | 0.26% | −17,487−22.9% | Reduced |
| Baxter Bros Inc | 59,077 | $5.16M | 0.78% | +85+0.1% | Added |
| Norinchukin Bank, The | 59,149 | $5.17M | 0.07% | +11,319+23.7% | Added |
| Glenview Trust Co | 60,560 | $5.29M | 0.17% | +787+1.3% | Added |
| Catalyst Capital Advisors LLC | 60,600 | $5.30M | 0.23% | −4,650−7.1% | Reduced |
| Engineers Gate Manager LP | 60,624 | $5.30M | 0.21% | +60,624 | New |
| Cullinan Associates Inc | 60,666 | $5.30M | 0.28% | +55,625+1,103.5% | Added |
| Spectrum Management Group, LLC | 61,041 | $5.33M | 0.85% | −24,433−28.6% | Reduced |
| Signet Financial Management, LLC | 61,436 | $5.37M | 0.90% | +331+0.5% | Added |
| Northern Oak Wealth Management Inc | 61,584 | $5.38M | 0.66% | +1,582+2.6% | Added |
| Wills Financial Group, Inc. | 61,739 | $5.40M | 2.27% | −1,053−1.7% | Reduced |
| Cito Capital Group, LLC | 61,948 | $5.41M | 2.47% | −8,200−11.7% | Reduced |
| Iowa State Bank | 62,331 | $5.45M | 1.26% | −1,825−2.8% | Reduced |
| Meyer Handelman Co | 63,346 | $5.54M | 0.21% | −252−0.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 63,839 | $5.58M | 0.12% | −8,214−11.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 56,929 | $5.59M | 0.31% | −546−0.9% | Reduced |
| Central Trust Co | 64,715 | $5.66M | 0.16% | +3,066+5.0% | Added |
| Central Bank & Trust Co | 64,800 | $5.66M | 0.90% | +3,936+6.5% | Added |
| Lyell Wealth Management, LP | 64,903 | $5.67M | 0.73% | +38,959+150.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 65,113 | $5.69M | 0.38% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 66,463 | $5.81M | 0.21% | −84−0.1% | Reduced |
| Avitas Wealth Management LLC | 66,586 | $5.82M | 1.05% | −2,495−3.6% | Reduced |
| Old Second National Bank of Aurora | 67,136 | $5.87M | 1.47% | +16,074+31.5% | Added |
| Oliver Luxxe Assets LLC | 67,230 | $5.88M | 1.49% | −206−0.3% | Reduced |
| Trexquant Investment LP | 68,280 | $5.97M | 0.28% | +3,344+5.1% | Added |
| Private Advisor Group, LLC | 68,487 | $5.99M | 0.05% | +8,159+13.5% | Added |
| Gibraltar Capital Management, Inc. | 68,612 | $6.00M | 2.49% | +217+0.3% | Added |
| Capital International Sarl | 68,640 | $6.00M | 0.30% | +57,071+493.3% | Added |
| Carlson Capital L P | 69,000 | $6.03M | 0.41% | −165,300−70.6% | Reduced |
| Baugh & Associates, LLC | 69,857 | $6.11M | 3.59% | −375−0.5% | Reduced |
| Hudson Bay Capital Management LP | 70,000 | $6.12M | 0.09% | −5,000−6.7% | Reduced |
| Cna Financial Corp | 70,000 | $6.12M | 1.90% | +70,000 | New |
| Prudential PLC | 70,286 | $6.14M | 0.09% | +34,166+94.6% | Added |
| Cutler Group LP | 70,349 | $6.15M | 0.57% | +38,871+123.5% | Added |
| D L Carlson Investment Group Inc | 70,586 | $6.17M | 1.03% | −11,132−13.6% | Reduced |
| BW Gestao de Investimentos Ltda. | 71,182 | $6.22M | 1.32% | +71,182 | New |
| German American Bancorp, Inc. | 72,586 | $6.34M | 0.93% | +438+0.6% | Added |
| Connors Investor Services Inc | 73,081 | $6.39M | 0.66% | −1,500−2.0% | Reduced |
| Illinois Municipal Retirement Fund | 73,409 | $6.42M | 0.19% | +1,452+2.0% | Added |
| First Citizens Bank & Trust Co | 73,442 | $6.42M | 0.25% | +2,480+3.5% | Added |
| Gradient Investments LLC | 74,252 | $6.49M | 0.17% | −2,792−3.6% | Reduced |
| Swarthmore Group Inc | 74,949 | $6.55M | 1.67% | −817−1.1% | Reduced |
| Wolverine Asset Management LLC | 75,202 | $6.57M | 0.08% | +58,048+338.4% | Added |
| Atria Investments LLC | 75,792 | $6.62M | 0.12% | +4,746+6.7% | Added |
| Twin Capital Management Inc | 77,213 | $6.75M | 0.73% | −3,165−3.9% | Reduced |
| Oak Harvest Investment Services | 77,609 | $6.78M | 1.68% | +5,854+8.2% | Added |
| Cetera Investment Advisers | 84,891 | $6.79M | 0.10% | +4,816+6.0% | Added |
| Nicholas Investment Partners, LP | 78,224 | $6.84M | 0.49% | −14,276−15.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 78,572 | $6.87M | 2.84% | +375+0.5% | Added |
| EJF Capital LLC | 81,000 | $7.08M | 0.76% | +81,000 | New |
| Capital Analysts, LLC | 81,066 | $7.08M | 0.45% | +2,485+3.2% | Added |
| D.A. Davidson & Co. | 81,206 | $7.10M | 0.08% | +7,581+10.3% | Added |
| People's United Financial, Inc. | 81,343 | $7.11M | 0.20% | −10,556−11.5% | Reduced |
| Capital Group Private Client Services, Inc. | 81,443 | $7.12M | 0.08% | +81,443 | New |
| Credit Agricole S A | 82,035 | $7.17M | 0.22% | +4,649+6.0% | Added |
| Burns J W & Co Inc | 82,292 | $7.19M | 1.14% | −70.0% | Reduced |
| New Mexico Educational Retirement Board | 82,410 | $7.20M | 0.27% | −6,700−7.5% | Reduced |
| Ethic Inc. | 83,144 | $7.27M | 0.50% | +2,128+2.6% | Added |
| Hourglass Capital, LLC | 83,762 | $7.32M | 2.29% | −11,891−12.4% | Reduced |
| YHB Investment Advisors, Inc. | 84,094 | $7.35M | 0.65% | −1,842−2.1% | Reduced |
| McGuire Investment Group, LLC | 84,429 | $7.38M | 1.35% | +409+0.5% | Added |
| CMT Capital Markets Trading GmbH | 85,173 | $7.44M | 3.33% | +58,615+220.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 85,131 | $7.46M | 0.01% | +62,982+284.4% | Added |
| Prospera Financial Services Inc | 85,377 | $7.46M | 0.31% | −4,263−4.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 85,796 | $7.50M | 0.16% | −17,783−17.2% | Reduced |
| Metropolitan Life Insurance Co | 86,025 | $7.52M | 0.27% | −74,689−46.5% | Reduced |
| Core Alternative Capital | 86,565 | $7.57M | 2.02% | −21,361−19.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 86,644 | $7.57M | 0.16% | −3,044−3.4% | Reduced |
| Twinbeech Capital LP | 86,698 | $7.58M | 0.33% | +86,698 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 87,000 | $7.60M | 0.03% | −1,009,622−92.1% | Reduced |
| Brown Advisory Inc | 88,300 | $7.72M | 0.01% | −11,488−11.5% | Reduced |
| DuPont Capital Management Corp | 88,589 | $7.74M | 0.31% | −21,296−19.4% | Reduced |
| Howe & Rusling Inc | 88,648 | $7.75M | 0.90% | −216−0.2% | Reduced |
| Nicola Wealth Management Ltd. | 89,000 | $7.78M | 0.68% | −57,000−39.0% | Reduced |
| White Pine Investment CO | 89,800 | $7.85M | 2.67% | −2,408−2.6% | Reduced |
| Kentucky Retirement Systems | 90,358 | $7.90M | 0.32% | +3,495+4.0% | Added |
| Winslow Capital Management, LLC | 90,512 | $7.91M | 0.03% | −21,257−19.0% | Reduced |
| Simplex Trading, LLC | 90,937 | $7.95M | 0.25% | +90,937 | New |
| Telemus Capital, LLC | 91,449 | $7.99M | 0.70% | −624−0.7% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $8.04M | 0.85% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 92,425 | $8.08M | 0.12% | −96,294−51.0% | Reduced |
| Montag A & Associates Inc | 92,542 | $8.09M | 0.43% | −7,110−7.1% | Reduced |
| Becker Capital Management Inc | 92,572 | $8.09M | 0.33% | −1,418−1.5% | Reduced |
| Banque Pictet & Cie SA | 92,790 | $8.11M | 0.06% | −35,011−27.4% | Reduced |
| Louisiana State Employees Retirement System | 89,500 | $8.11M | 0.19% | −500−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 92,987 | $8.13M | 0.14% | +1,461+1.6% | Added |
| Dowling & Yahnke LLC | 94,610 | $8.27M | 0.36% | +154+0.2% | Added |
| Hennessy Advisors Inc | 95,100 | $8.31M | 0.44% | +61,000+178.9% | Added |
| Wealthfront Advisers LLC | 97,777 | $8.55M | 0.04% | −31,765−24.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 97,886 | $8.55M | 0.73% | +1,816+1.9% | Added |
| Pacer Advisors, Inc. | 98,852 | $8.64M | 0.07% | +9,555+10.7% | Added |
| Stamos Capital Partners, L.P. | 98,920 | $8.65M | 2.89% | +44,920+83.2% | Added |
| Elo Mutual Pension Insurance Co | 99,021 | $8.65M | 0.25% | −3,854−3.7% | Reduced |
| Oppenheimer & Co Inc | 99,975 | $8.74M | 0.16% | +31,131+45.2% | Added |
| Polar Capital Holdings Plc | 100,558 | $8.79M | 0.05% | −37,137−27.0% | Reduced |