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
- 1,672
- −23 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
- 141
- 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 |
|---|---|---|---|---|---|
| Ashfield Capital Partners, LLC | 101,584 | $8.88M | 0.57% | +14,595+16.8% | Added |
| Maryland State Retirement & Pension System | 102,547 | $8.96M | 0.24% | −300−0.3% | Reduced |
| Kestra Advisory Services, LLC | 103,881 | $9.08M | 0.09% | +22,847+28.2% | Added |
| Lowe Brockenbrough & Co Inc | 103,892 | $9.08M | 0.67% | +3,417+3.4% | Added |
| Appleton Partners Inc | 105,256 | $9.20M | 0.75% | +9,582+10.0% | Added |
| Fred Alger Management, LLC | 105,477 | $9.22M | 0.03% | −231,033−68.7% | Reduced |
| FineMark National Bank & Trust | 106,440 | $9.30M | 0.37% | +7,782+7.9% | Added |
| Tudor Investment Corp Et Al | 106,985 | $9.35M | 0.24% | −45,164−29.7% | Reduced |
| Ieq Capital, LLC | 107,512 | $9.40M | 0.22% | +4,156+4.0% | Added |
| Private Capital Advisors, Inc. | 107,779 | $9.42M | 1.37% | +107,779 | New |
| U.S. Capital Wealth Advisors, LLC | 108,298 | $9.46M | 0.35% | +65,936+155.6% | Added |
| Ziegler Capital Management, LLC | 108,496 | $9.47M | 0.40% | −19,687−15.4% | Reduced |
| Cyrus J. Lawrence, LLC | 108,573 | $9.49M | 2.17% | +108,573 | New |
| St Germain D J Co Inc | 108,851 | $9.51M | 0.54% | −1,216−1.1% | Reduced |
| Flputnam Investment Management Co | 109,456 | $9.57M | 0.31% | +7,132+7.0% | Added |
| Argent Trust Co | 110,429 | $9.65M | 0.59% | −470−0.4% | Reduced |
| Banco Santander, S.A. | 111,012 | $9.70M | 0.10% | +6,573+6.3% | Added |
| Westpac Banking Corp | 111,701 | $9.76M | 0.11% | −42,746−27.7% | Reduced |
| SeaTown Holdings Pte. Ltd. | 114,480 | $10.0M | 0.74% | +114,480 | New |
| Loews Corp | 115,000 | $10.1M | 0.08% | +115,000 | New |
| Amica Mutual Insurance Co | 115,134 | $10.1M | 1.18% | −7,793−6.3% | Reduced |
| Rockefeller Capital Management L.P. | 115,949 | $10.1M | 0.05% | +35,906+44.9% | Added |
| BTC Capital Management, Inc. | 115,980 | $10.1M | 1.00% | −5,773−4.7% | Reduced |
| Securian Asset Management, Inc | 118,059 | $10.3M | 0.20% | −3,147−2.6% | Reduced |
| Shelton Capital Management | 118,500 | $10.4M | 0.39% | +9,902+9.1% | Added |
| Wolverine Trading, LLC | 114,852 | $10.4M | 0.31% | +37,231+48.0% | Added |
| Brinker Capital Investments, LLC | 120,219 | $10.5M | 0.16% | −1,292−1.1% | Reduced |
| Grassi Investment Management | 120,525 | $10.5M | 1.11% | +1,575+1.3% | Added |
| Creative Planning | 121,603 | $10.6M | 0.02% | +7,491+6.6% | Added |
| General Pension Society PZU Joint Stock Co | 124,369 | $10.9M | 3.77% | 00.0% | Unchanged |
| Brightworth | 124,469 | $10.9M | 1.10% | +1,409+1.1% | Added |
| Verition Fund Management LLC | 124,864 | $10.9M | 0.21% | +36,602+41.5% | Added |
| Leuthold Group, LLC | 125,116 | $10.9M | 1.40% | −428−0.3% | Reduced |
| Captrust Financial Advisors | 126,756 | $11.1M | 0.07% | −19,708−13.5% | Reduced |
| Kings Point Capital Management | 127,488 | $11.1M | 0.97% | +3,288+2.6% | Added |
| Thompson Siegel & Walmsley LLC | 127,650 | $11.2M | 0.16% | 00.0% | Unchanged |
| Bokf, NA | 128,953 | $11.3M | 0.19% | −12,067−8.6% | Reduced |
| Edge Capital Group, LLC | 129,597 | $11.3M | 0.78% | −1,382−1.1% | Reduced |
| Telos Capital Management, Inc. | 129,913 | $11.4M | 1.47% | −2,364−1.8% | Reduced |
| Crestwood Advisors Group LLC | 130,413 | $11.4M | 0.32% | −1,333−1.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 138,516 | $11.6M | 0.46% | +1,183+0.9% | Added |
| Morgan Stanley | 133,764 | $11.7M | 0.00% | +7,028+5.5% | Added |
| Achmea Investment Management B.V. | 134,426 | $11.7M | 0.31% | +134,426 | New |
| Alberta Investment Management Corp | 135,000 | $11.8M | 0.07% | +46,200+52.0% | Added |
| Burney Co | 136,312 | $11.9M | 0.55% | −1,482−1.1% | Reduced |
| Twin Tree Management, LP | 137,097 | $12.0M | 0.24% | +137,097 | New |
| PEAK6 Investments LLC | 140,564 | $12.3M | 0.37% | +49,609+54.5% | Added |
| Hartford Investment Management Co | 141,365 | $12.4M | 0.32% | −11,908−7.8% | Reduced |
| Bank of the West | 141,999 | $12.4M | 1.28% | +1,428+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 143,060 | $12.5M | 0.06% | +17,921+14.3% | Added |
| Regentatlantic Capital LLC | 145,477 | $12.7M | 0.36% | +188+0.1% | Added |
| Grand Jean Capital Management Inc | 146,520 | $12.8M | 3.52% | −36,354−19.9% | Reduced |
| Gratus Capital LLC | 149,410 | $13.1M | 1.26% | +7,629+5.4% | Added |
| Wade G W & Inc | 150,725 | $13.2M | 0.56% | −550.0% | Reduced |
| AlphaCrest Capital Management LLC | 151,305 | $13.2M | 0.74% | +86,833+134.7% | Added |
| Nissay Asset Management Corp | 152,167 | $13.3M | 0.12% | +1,122+0.7% | Added |
| Jupiter Asset Management Ltd | 153,200 | $13.4M | 0.16% | −170,242−52.6% | Reduced |
| Matrix Asset Advisors Inc | 156,063 | $13.6M | 1.83% | +160.0% | Added |
| Scotia Capital Inc. | 157,711 | $13.8M | 0.09% | +5,039+3.3% | Added |
| NorthCrest Asset Manangement, LLC | 158,036 | $13.8M | 0.66% | −13,338−7.8% | Reduced |
| Exchange Traded Concepts, LLC | 159,181 | $13.9M | 0.28% | +158,789+40,507.4% | Added |
| MML Investors Services, LLC | 159,709 | $14.0M | 0.10% | +31,205+24.3% | Added |
| Adams Diversified Equity Fund, Inc. | 160,600 | $14.0M | 0.56% | −222,900−58.1% | Reduced |
| Erste Asset Management GmbH | 155,809 | $14.1M | 0.27% | +3,881+2.6% | Added |
| Peapack Gladstone Financial Corp | 162,783 | $14.2M | 0.28% | −1,009−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 163,072 | $14.3M | 0.19% | +956+0.6% | Added |
| Pittenger & Anderson Inc | 163,316 | $14.3M | 0.70% | −1,311−0.8% | Reduced |
| APG Asset Management N.V. | 184,376 | $14.5M | 0.03% | −31,200−14.5% | Reduced |
| Socorro Asset Management LP | 169,525 | $14.8M | 4.12% | +21,195+14.3% | Added |
| Two Sigma Investments, LP | 169,747 | $14.8M | 0.04% | +45,841+37.0% | Added |
| Pacific Heights Asset Management LLC | 170,000 | $14.9M | 1.27% | +10,000+6.3% | Added |
| Xponance, Inc. | 175,603 | $15.3M | 0.26% | +237+0.1% | Added |
| Glenmede Trust Co NA | 175,750 | $15.4M | 0.08% | +133,255+313.6% | Added |
| Liontrust Investment Partners LLP | 177,000 | $15.5M | 0.20% | +37,000+26.4% | Added |
| Bailard, Inc. | 178,681 | $15.6M | 0.53% | +5,740+3.3% | Added |
| Mercer Global Advisors Inc | 180,853 | $15.8M | 0.09% | −21,107−10.5% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 181,356 | $15.9M | 0.86% | +66,365+57.7% | Added |
| Texas Permanent School Fund | 183,874 | $16.1M | 0.22% | −14,126−7.1% | Reduced |
| Sit Investment Associates Inc | 184,375 | $16.1M | 0.43% | +28,450+18.2% | Added |
| Acadian Asset Management LLC | 184,423 | $16.1M | 0.07% | +25,485+16.0% | Added |
| Caisse de Depot Et Placement du Quebec | 184,658 | $16.1M | 0.04% | −240,942−56.6% | Reduced |
| Bridgecreek Investment Management, LLC | 186,205 | $16.3M | 2.41% | −1,300−0.7% | Reduced |
| 1832 Asset Management L.P. | 189,566 | $16.3M | 0.03% | −48,337−20.3% | Reduced |
| LVM Capital Management Ltd | 187,146 | $16.4M | 2.16% | +5,380+3.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 189,678 | $16.6M | 0.16% | +9,494+5.3% | Added |
| Earnest Partners LLC | 191,617 | $16.7M | 0.10% | +6,078+3.3% | Added |
| TPI Fund Managers Ltd | 193,985 | $17.0M | 2.18% | +9,305+5.0% | Added |
| Railway Pension Investments Ltd | 194,900 | $17.0M | 0.13% | −5,700−2.8% | Reduced |
| Diamond Hill Capital Management Inc | 202,252 | $17.7M | 0.07% | −30,710−13.2% | Reduced |
| Mackay Shields LLC | 203,274 | $17.8M | 0.16% | −10,651−5.0% | Reduced |
| Abner Herrman & Brock LLC | 204,592 | $17.9M | 2.51% | −1,853−0.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 205,000 | $17.9M | 0.23% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 206,187 | $18.0M | 0.29% | −51,082−19.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 206,296 | $18.0M | 0.04% | +32,513+18.7% | Added |
| Capstone Investment Advisors, LLC | 206,705 | $18.1M | 0.39% | +190,312+1,160.9% | Added |
| Cubist Systematic Strategies, LLC | 207,392 | $18.1M | 0.15% | +62,905+43.5% | Added |
| British Columbia Investment Management Corp | 208,012 | $18.2M | 0.12% | −32,562−13.5% | Reduced |
| Vontobel Holding Ltd. | 201,837 | $18.2M | 0.16% | +6,282+3.2% | Added |
| Tiaa, FSB | 209,406 | $18.3M | 0.06% | −12,033−5.4% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 209,133 | $18.3M | 3.72% | −1,790−0.8% | Reduced |