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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 462,001 | $40.4M | 0.57% | +19,606+4.4% | Added |
| Umb Bank N A | 471,378 | $41.2M | 0.55% | +12,964+2.8% | Added |
| American International Group, Inc. | 478,844 | $41.9M | 0.23% | −16,646−3.4% | Reduced |
| Royal London Asset Management Ltd | 480,437 | $42.0M | 0.16% | +7,566+1.6% | Added |
| NFJ Investment Group, LLC | 482,334 | $42.2M | 0.86% | +17,030+3.7% | Added |
| US Bancorp | 483,723 | $42.3M | 0.07% | +228,517+89.5% | Added |
| Teacher Retirement System of Texas | 484,854 | $42.4M | 0.22% | −382,049−44.1% | Reduced |
| ING Groep NV | 489,910 | $42.8M | 0.43% | +37,548+8.3% | Added |
| Crake Asset Management LLP | 491,158 | $42.9M | 3.32% | −500,000−50.4% | Reduced |
| Standard Life Aberdeen plc | 499,140 | $44.3M | 0.11% | −117,035−19.0% | Reduced |
| Todd Asset Management LLC | 517,183 | $45.2M | 0.99% | −4,260−0.8% | Reduced |
| HighTower Advisors, LLC | 525,197 | $45.5M | 0.10% | +14,470+2.8% | Added |
| Atalanta Sosnoff Capital, LLC | 522,670 | $45.7M | 1.07% | −645−0.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 526,837 | $46.0M | 1.45% | −8,221−1.5% | Reduced |
| Nisa Investment Advisors, LLC | 539,115 | $47.1M | 0.33% | −2,800−0.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 545,177 | $47.6M | 3.55% | −10,725−1.9% | Reduced |
| Candriam Luxembourg S.C.A. | 547,962 | $47.9M | 0.33% | −94,717−14.7% | Reduced |
| Treasurer of the State of North Carolina | 563,579 | $49.3M | 0.27% | −5,693−1.0% | Reduced |
| STRS Ohio | 575,154 | $50.3M | 0.18% | −11,964−2.0% | Reduced |
| Junto Capital Management LP | 581,554 | $50.8M | 1.40% | −515,515−47.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 587,557 | $51.4M | 0.50% | −4,488−0.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 643,522 | $52.1M | 1.57% | −55,023−7.9% | Reduced |
| AXA S.A. | 598,742 | $52.3M | 0.15% | +299,624+100.2% | Added |
| Gateway Investment Advisers LLC | 600,052 | $52.4M | 0.52% | −32,121−5.1% | Reduced |
| RNC Capital Management LLC | 617,760 | $54.0M | 2.74% | −5,618−0.9% | Reduced |
| Asset Management One Co.,Ltd. | 624,076 | $54.5M | 0.21% | −45,354−6.8% | Reduced |
| TCW Group Inc | 627,017 | $54.8M | 0.52% | −10,469−1.6% | Reduced |
| CIBC Private Wealth Group, LLC | 629,575 | $55.0M | 0.12% | −160,893−20.4% | Reduced |
| M&T Bank Corp | 635,274 | $55.5M | 0.25% | +25,066+4.1% | Added |
| LPL Financial LLC | 649,765 | $56.8M | 0.05% | +8,216+1.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 664,574 | $58.1M | 1.01% | −308,977−31.7% | Reduced |
| Rafferty Asset Management, LLC | 666,254 | $58.2M | 0.35% | −41,072−5.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 671,518 | $58.7M | 0.23% | +61,582+10.1% | Added |
| Avalon Investment & Advisory | 682,756 | $59.7M | 1.44% | +67,292+10.9% | Added |
| Cookson Peirce & Co Inc | 687,625 | $60.1M | 3.51% | +2,180+0.3% | Added |
| Brandywine Global Investment Management, LLC | 700,961 | $61.3M | 0.45% | +379,661+118.2% | Added |
| Swedbank AB | 705,215 | $61.6M | 0.11% | −1670.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 714,396 | $62.4M | 0.31% | +485,682+212.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 718,371 | $62.8M | 0.14% | −22,024−3.0% | Reduced |
| Russell Investments Group, Ltd. | 720,516 | $63.4M | 0.11% | −365,084−33.6% | Reduced |
| Qube Research & Technologies Ltd | 728,382 | $63.7M | 0.58% | +360,563+98.0% | Added |
| Ninety One UK Ltd | 735,923 | $64.3M | 0.16% | −124,402−14.5% | Reduced |
| Public Sector Pension Investment Board | 738,740 | $64.6M | 0.40% | −113,630−13.3% | Reduced |
| Westfield Capital Management Co LP | 758,843 | $66.3M | 0.43% | −621,109−45.0% | Reduced |
| Clearbridge Investments, LLC | 759,080 | $66.3M | 0.05% | +63,086+9.1% | Added |
| Storebrand Asset Management AS | 765,058 | $66.9M | 0.32% | −38,522−4.8% | Reduced |
| State of New Jersey Common Pension Fund D | 789,715 | $69.0M | 0.22% | −11,239−1.4% | Reduced |
| Voya Investment Management LLC | 792,821 | $69.3M | 0.14% | −16,918−2.1% | Reduced |
| Citadel Advisors LLC | 794,795 | $69.5M | 0.08% | −194,159−19.6% | Reduced |
| Factory Mutual Insurance Co | 803,600 | $70.2M | 0.95% | 00.0% | Unchanged |
| RBF Capital, LLC | 810,432 | $70.8M | 4.55% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 811,745 | $70.9M | 0.25% | −78,795−8.8% | Reduced |
| Kames Capital plc | 821,032 | $71.8M | 1.06% | +419,937+104.7% | Added |
| Aristotle Capital Management, LLC | 821,620 | $71.8M | 0.13% | −9,541−1.1% | Reduced |
| Pictet Asset Management SA | 827,151 | $72.3M | 0.08% | −115,969−12.3% | Reduced |
| Pzena Investment Management LLC | 832,994 | $72.8M | 0.28% | −186,002−18.3% | Reduced |
| Sadoff Investment Management LLC | 840,140 | $73.4M | 4.66% | −117,931−12.3% | Reduced |
| Jane Street Group, LLC | 845,953 | $73.9M | 0.14% | +114,145+15.6% | Added |
| Clark Capital Management Group, Inc. | 856,973 | $74.9M | 0.84% | +116,652+15.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 857,414 | $74.9M | 0.26% | −8,935−1.0% | Reduced |
| Calamos Advisors LLC | 877,790 | $76.7M | 0.30% | +89,340+11.3% | Added |
| Panagora Asset Management Inc | 891,733 | $77.9M | 0.42% | −13,791−1.5% | Reduced |
| Natixis | 899,536 | $78.6M | 0.27% | +159,414+21.5% | Added |
| DnB Asset Management AS | 902,110 | $78.8M | 0.47% | +315,173+53.7% | Added |
| BNP Paribas Arbitrage, SA | 995,143 | $87.0M | 0.17% | +553,138+125.1% | Added |
| Tesco Pension Investment Ltd | 1,055,107 | $92.2M | 2.25% | −333,116−24.0% | Reduced |
| Epoch Investment Partners, Inc. | 1,064,323 | $93.0M | 0.46% | −133,953−11.2% | Reduced |
| Douglas Lane & Associates, LLC | 1,089,813 | $95.3M | 1.34% | +1,706+0.2% | Added |
| Victory Capital Management Inc | 1,199,215 | $96.6M | 0.10% | +276,745+30.0% | Added |
| Stifel Financial Corp | 1,115,221 | $97.5M | 0.13% | −77,009−6.5% | Reduced |
| Truist Financial Corp | 1,128,084 | $98.6M | 0.16% | +34,375+3.1% | Added |
| Retirement Systems of Alabama | 1,153,692 | $100.8M | 0.37% | +57,733+5.3% | Added |
| Artisan Partners Limited Partnership | 1,157,218 | $101.1M | 0.13% | +27,639+2.4% | Added |
| Robeco Institutional Asset Management B.V. | 1,161,437 | $101.5M | 0.24% | −76,595−6.2% | Reduced |
| Natixis Advisors, L.P. | 1,199,749 | $104.9M | 0.40% | −53,159−4.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,163,873 | $104.9M | 0.26% | −412,327−26.2% | Reduced |
| State of Tennessee, Treasury Department | 1,206,369 | $105.4M | 0.41% | +33,204+2.8% | Added |
| Mackenzie Financial Corp | 1,217,642 | $106.4M | 0.14% | −87,542−6.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,222,911 | $106.9M | 1.75% | −1,200−0.1% | Reduced |
| State of Wisconsin Investment Board | 1,233,762 | $107.8M | 0.22% | −505,205−29.1% | Reduced |
| Sound Shore Management Inc | 1,260,247 | $110.1M | 3.20% | +153,380+13.9% | Added |
| Great West Life Assurance Co | 1,207,769 | $111.2M | 0.23% | −15,469−1.3% | Reduced |
| Toronto Dominion Bank | 1,286,154 | $112.4M | 0.17% | −95,800−6.9% | Reduced |
| Evercore Wealth Management, LLC | 1,287,405 | $112.5M | 1.99% | +3,283+0.3% | Added |
| Bank of Nova Scotia | 1,410,705 | $123.3M | 0.21% | +196,532+16.2% | Added |
| Raymond James & Associates | 1,441,216 | $126.0M | 0.11% | +147,219+11.4% | Added |
| American Century Companies Inc | 1,461,337 | $127.7M | 0.09% | −322,031−18.1% | Reduced |
| Korea Investment CORP | 1,470,476 | $128.5M | 0.32% | +101,883+7.4% | Added |
| Commerce Bank | 1,476,278 | $129.0M | 0.88% | −117,626−7.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,490,334 | $130.3M | 0.25% | −53,600−3.5% | Reduced |
| Thrivent Financial for Lutherans | 1,554,446 | $135.9M | 0.27% | +82,426+5.6% | Added |
| State Board of Administration of Florida Retirement System | 1,566,042 | $136.9M | 0.27% | −52,906−3.3% | Reduced |
| Millennium Management LLC | 1,591,426 | $139.1M | 0.17% | −1,527,434−49.0% | Reduced |
| Eminence Capital, LP | 1,634,798 | $142.9M | 2.29% | +196,341+13.6% | Added |
| Macquarie Group Ltd | 1,721,047 | $150.4M | 0.14% | −1,568,365−47.7% | Reduced |
| New York State Teachers Retirement System | 1,727,199 | $151.0M | 0.31% | −12,758−0.7% | Reduced |
| National Pension Service | 1,739,298 | $152.0M | 0.28% | −143,081−7.6% | Reduced |
| Ensign Peak Advisors, Inc | 1,750,273 | $153.0M | 0.31% | −403,318−18.7% | Reduced |
| Neuberger Berman Group LLC | 1,841,007 | $160.9M | 0.14% | −84,543−4.4% | Reduced |
| Fifth Third Bancorp | 1,875,500 | $163.9M | 0.67% | +104,855+5.9% | Added |