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 |
|---|---|---|---|---|---|
| Hallmark Capital Management Inc | 210,971 | $18.4M | 1.54% | −18,106−7.9% | Reduced |
| Tower Research Capital LLC (TRC) | 212,219 | $18.5M | 0.18% | +78,202+58.4% | Added |
| State of Alaska, Department of Revenue | 213,443 | $18.7M | 0.20% | −9,245−4.2% | Reduced |
| Blair William & Co | 213,967 | $18.7M | 0.07% | +26,193+13.9% | Added |
| Gulf International Bank (UK) Ltd | 214,773 | $18.8M | 0.28% | −14,000−6.1% | Reduced |
| Mark Asset Management LP | 214,912 | $18.8M | 3.40% | −79,306−27.0% | Reduced |
| Maple Capital Management, Inc. | 216,861 | $19.0M | 2.23% | +8,847+4.3% | Added |
| IFM Investors Pty Ltd | 217,449 | $19.0M | 0.29% | +30,462+16.3% | Added |
| CIBC Asset Management Inc | 218,984 | $19.1M | 0.07% | +25,773+13.3% | Added |
| Mutual of America Capital Management LLC | 219,673 | $19.2M | 0.20% | −393−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 221,568 | $19.4M | 0.09% | −10,382−4.5% | Reduced |
| Wesbanco Bank Inc | 222,065 | $19.4M | 0.74% | +1,202+0.5% | Added |
| Crossmark Global Holdings, Inc. | 225,223 | $19.7M | 0.44% | +10,653+5.0% | Added |
| Beacon Investment Advisory Services, Inc. | 225,456 | $19.7M | 0.84% | +6,198+2.8% | Added |
| Tweedy, Browne Co LLC | 226,390 | $19.8M | 0.64% | −11,445−4.8% | Reduced |
| Payden & Rygel | 227,500 | $19.9M | 1.00% | −215,100−48.6% | Reduced |
| Yousif Capital Management, LLC | 229,629 | $20.1M | 0.22% | −3,534−1.5% | Reduced |
| LGT Capital Partners Ltd. | 230,610 | $20.2M | 0.57% | +3,560+1.6% | Added |
| Utah Retirement Systems | 236,068 | $20.6M | 0.27% | −7,400−3.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 236,403 | $20.7M | 1.51% | −76,859−24.5% | Reduced |
| Picton Mahoney Asset Management | 239,232 | $20.9M | 0.78% | −32,370−11.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 239,555 | $20.9M | 0.04% | +5,315+2.3% | Added |
| Hosking Partners LLP | 241,112 | $21.1M | 0.54% | −5,611−2.3% | Reduced |
| Heritage Investors Management Corp | 245,037 | $21.4M | 0.86% | +1,835+0.8% | Added |
| Comerica Bank | 239,635 | $21.7M | 0.16% | −2,945−1.2% | Reduced |
| RMB Capital Management, LLC | 249,023 | $21.8M | 0.69% | +1,662+0.7% | Added |
| Blue Chip Partners, Inc. | 249,706 | $21.8M | 2.71% | +4,787+2.0% | Added |
| Swiss Life Asset Management Ltd | 250,011 | $21.8M | 0.31% | −36,360−12.7% | Reduced |
| Chartwell Investment Partners, LLC | 250,793 | $21.9M | 0.73% | −32,333−11.4% | Reduced |
| Handelsbanken Fonder AB | 253,818 | $22.2M | 0.12% | −4,965−1.9% | Reduced |
| Ninety One SA (PTY) Ltd | 248,732 | $22.2M | 6.21% | +39,957+19.1% | Added |
| Guggenheim Capital LLC | 262,158 | $22.9M | 0.14% | +35,119+15.5% | Added |
| Walleye Trading LLC | 263,173 | $23.0M | 0.47% | +204,738+350.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 265,214 | $23.2M | 0.14% | −407,903−60.6% | Reduced |
| Gamco Investors, Inc. Et Al | 266,082 | $23.3M | 0.21% | −21,400−7.4% | Reduced |
| Bollard Group LLC | 266,525 | $23.3M | 0.75% | −3,892−1.4% | Reduced |
| Gabelli Funds LLC | 273,774 | $23.9M | 0.16% | −168,000−38.0% | Reduced |
| Argent Capital Management LLC | 274,786 | $24.0M | 0.76% | +362+0.1% | Added |
| Chilton Capital Management LLC | 278,414 | $24.3M | 1.28% | −17,636−6.0% | Reduced |
| D. E. Shaw & Co., Inc. | 278,839 | $24.4M | 0.03% | +62,674+29.0% | Added |
| Pinebridge Investments, L.P. | 280,129 | $24.5M | 0.26% | +95,441+51.7% | Added |
| Forsta Ap-Fonden | 280,763 | $24.5M | 0.28% | −40,100−12.5% | Reduced |
| Putnam Investments LLC | 281,425 | $24.6M | 0.04% | −220,586−43.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 288,358 | $25.2M | 0.03% | −152,331−34.6% | Reduced |
| Keybank National Association | 291,966 | $25.5M | 0.11% | −2,353−0.8% | Reduced |
| Man Group plc | 292,719 | $25.6M | 0.09% | +106,049+56.8% | Added |
| Braun Stacey Associates Inc | 295,581 | $25.8M | 1.07% | −31,930−9.7% | Reduced |
| Baird Financial Group, Inc. | 306,637 | $26.8M | 0.07% | +22,095+7.8% | Added |
| CTC LLC | 310,767 | $27.2M | 0.50% | +310,767 | New |
| CIBC World Markets Inc. | 311,856 | $27.3M | 0.09% | −20,817−6.3% | Reduced |
| PFS Investments Inc. | 313,172 | $27.4M | 0.52% | −7,911−2.5% | Reduced |
| Bridgewater Associates, LP | 314,602 | $27.5M | 0.11% | −4,832−1.5% | Reduced |
| NN Investment Partners Holdings N.V. | 315,373 | $27.6M | 0.15% | −27,381−8.0% | Reduced |
| Ossiam | 317,620 | $27.8M | 0.73% | +7,760+2.5% | Added |
| Abeille Asset Management SA | 318,222 | $27.8M | 0.79% | +295,662+1,310.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 326,719 | $28.6M | 2.07% | +3,711+1.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 329,453 | $28.9M | 0.39% | −51,346−13.5% | Reduced |
| CIBC World Markets Corp | 332,612 | $29.1M | 0.23% | −678,721−67.1% | Reduced |
| Oregon Public Employees Retirement Fund | 333,089 | $29.1M | 0.30% | +2,660+0.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 336,084 | $29.4M | 0.10% | +19,142+6.0% | Added |
| Advisor Group Holdings, Inc. | 343,932 | $29.4M | 0.06% | +60,201+21.2% | Added |
| Boston Common Asset Management, LLC | 339,362 | $29.7M | 1.28% | −76,268−18.3% | Reduced |
| Worldquant Millennium Advisors LLC | 341,843 | $29.9M | 0.73% | −95,267−21.8% | Reduced |
| Loomis Sayles & Co L P | 343,560 | $30.0M | 0.04% | −69,051−16.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 346,133 | $30.3M | 0.30% | −50,580−12.7% | Reduced |
| Nomura Asset Management Co Ltd | 346,362 | $30.3M | 0.16% | −71,517−17.1% | Reduced |
| Employees Retirement System of Texas | 349,000 | $30.5M | 0.36% | −94,800−21.4% | Reduced |
| Commonwealth Equity Services, LLC | 349,653 | $30.6M | 0.07% | +40,609+13.1% | Added |
| Amalgamated Bank | 350,823 | $30.7M | 0.24% | −25,336−6.7% | Reduced |
| Amalgamated Financial Corp. | 350,823 | $30.7M | 0.24% | +350,823 | New |
| Pinnacle Associates Ltd | 351,541 | $30.7M | 0.54% | +40,983+13.2% | Added |
| USS Investment Management Ltd | 352,744 | $30.8M | 0.26% | +10,502+3.1% | Added |
| Northwestern Mutual Wealth Management Co | 355,193 | $31.0M | 0.05% | +291,231+455.3% | Added |
| National Bank of Canada | 354,228 | $31.1M | 0.12% | +106,522+43.0% | Added |
| State of Michigan Retirement System | 357,626 | $31.3M | 0.18% | −3,796−1.1% | Reduced |
| Dana Investment Advisors, Inc. | 358,987 | $31.4M | 1.45% | +10,077+2.9% | Added |
| TD Waterhouse Canada Inc. | 331,492 | $31.4M | 0.31% | −33,834−9.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 363,264 | $31.7M | 1.10% | −18,276−4.8% | Reduced |
| Tredje AP-fonden | 364,507 | $31.9M | 0.65% | +500+0.1% | Added |
| Basswood Capital Management, L.L.C. | 369,259 | $32.3M | 1.54% | 00.0% | Unchanged |
| Arizona State Retirement System | 369,289 | $32.3M | 0.26% | −5,495−1.5% | Reduced |
| Bridger Management, LLC | 374,592 | $32.7M | 5.37% | −41,800−10.0% | Reduced |
| Janney Montgomery Scott LLC | 378,234 | $33.1M | 0.14% | +65,570+21.0% | Added |
| Fiduciary Trust Co | 380,094 | $33.2M | 0.60% | −880.0% | Reduced |
| Edgar Lomax Co | 383,665 | $33.5M | 1.97% | +217,635+131.1% | Added |
| MetLife Investment Management | 383,825 | $33.5M | 0.22% | +66,657+21.0% | Added |
| Eisler Capital (UK) Ltd. | 390,874 | $34.2M | 2.48% | +390,874 | New |
| Voloridge Investment Management, LLC | 392,390 | $34.3M | 0.19% | −375,345−48.9% | Reduced |
| AQR Capital Management LLC | 395,159 | $34.5M | 0.07% | −117,428−22.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 398,359 | $34.8M | 0.17% | +48,072+13.7% | Added |
| GWM Advisors LLC | 400,489 | $35.0M | 0.61% | +36,018+9.9% | Added |
| Rathbone Brothers plc | 413,808 | $36.2M | 0.37% | +35,300+9.3% | Added |
| Mariner, LLC | 414,039 | $36.2M | 0.14% | +22,332+5.7% | Added |
| ProShare Advisors LLC | 415,355 | $36.3M | 0.08% | −12,613−2.9% | Reduced |
| Aviva PLC | 419,322 | $36.6M | 0.18% | −73,640−14.9% | Reduced |
| E. Ohman J:or Asset Management AB | 425,721 | $37.2M | 1.25% | −6,989−1.6% | Reduced |
| SEI Investments Co | 430,644 | $37.7M | 0.08% | −59,680−12.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 431,770 | $37.7M | 1.73% | +431,770 | New |
| Agf Investments Inc. | 432,975 | $37.8M | 0.28% | −2,636,539−85.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 433,399 | $38.4M | 2.77% | +11,607+2.8% | Added |