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
- 1,672
- −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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 1,926,471 | $168.4M | 0.25% | +547,205+39.7% | Added |
| Envestnet Asset Management Inc | 1,962,677 | $171.5M | 0.09% | +14,380+0.7% | Added |
| Focused Investors LLC | 1,983,400 | $173.3M | 5.52% | −66,900−3.3% | Reduced |
| AMF Pensionsforsakring AB | 2,026,721 | $177.3M | 1.31% | −397,858−16.4% | Reduced |
| HSBC Holdings PLC | 2,005,554 | $177.5M | 0.24% | −2,277−0.1% | Reduced |
| Allianz Asset Management GmbH | 2,194,231 | $191.8M | 0.15% | −777,157−26.2% | Reduced |
| KBC Group NV | 2,240,651 | $195.8M | 0.77% | −424,303−15.9% | Reduced |
| California State Teachers Retirement System | 2,287,304 | $199.9M | 0.26% | −168,013−6.8% | Reduced |
| First Republic Investment Management, Inc. | 2,322,456 | $203.0M | 0.44% | +293,773+14.5% | Added |
| Rhumbline Advisers | 2,356,825 | $206.0M | 0.27% | +34,626+1.5% | Added |
| Prudential Financial Inc | 2,361,096 | $206.4M | 0.27% | −573,909−19.6% | Reduced |
| Eaton Vance Management | 2,371,194 | $207.2M | 0.24% | −166,604−6.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,641,042 | $230.8M | 0.20% | −63,920−2.4% | Reduced |
| California Public Employees Retirement System | 2,720,907 | $237.8M | 0.18% | −162,435−5.6% | Reduced |
| Cullen Capital Management LLC | 2,741,878 | $239.6M | 2.21% | +135,497+5.2% | Added |
| First Trust Advisors LP | 2,888,545 | $252.5M | 0.26% | +441,631+18.0% | Added |
| Nordea Investment Management AB | 2,858,024 | $256.6M | 0.32% | −1,3840.0% | Reduced |
| Bessemer Group Inc | 3,034,168 | $265.2M | 0.56% | +2,621,021+634.4% | Added |
| New York State Common Retirement Fund | 3,321,432 | $290.3M | 0.31% | +68,890+2.1% | Added |
| Fayez Sarofim & Co | 3,411,212 | $298.1M | 0.94% | −2,679−0.1% | Reduced |
| Schroder Investment Management Group | 3,369,421 | $304.2M | 0.40% | −368,846−9.9% | Reduced |
| FIL Ltd | 3,484,187 | $304.5M | 0.31% | −1,032,339−22.9% | Reduced |
| TD Asset Management Inc | 3,487,529 | $304.8M | 0.28% | −1,100,461−24.0% | Reduced |
| Alliancebernstein L.P. | 3,553,701 | $310.6M | 0.12% | +188,361+5.6% | Added |
| Citigroup Inc | 3,587,323 | $313.5M | 0.33% | +731,395+25.6% | Added |
| Amundi | 3,891,736 | $325.1M | 0.22% | +549,608+16.4% | Added |
| Lord, Abbett & Co. LLC | 3,986,929 | $348.5M | 0.93% | +89,451+2.3% | Added |
| Canada Pension Plan Investment Board | 4,135,870 | $361.5M | 0.48% | −1,096,027−20.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,340,504 | $379.4M | 0.25% | −72,358−1.6% | Reduced |
| Barclays PLC | 4,376,501 | $382.5M | 0.31% | −1,529,502−25.9% | Reduced |
| Credit Suisse AG | 4,384,772 | $383.2M | 0.33% | +358,215+8.9% | Added |
| LSV Asset Management | 4,612,795 | $403.2M | 0.74% | −71,768−1.5% | Reduced |
| Royal Bank of Canada | 4,684,961 | $409.5M | 0.11% | −2,986,626−38.9% | Reduced |
| Parametric Portfolio Associates LLC | 4,854,015 | $424.2M | 0.22% | −215,794−4.3% | Reduced |
| Deutsche Bank AG | 4,898,027 | $428.1M | 0.20% | +863,121+21.4% | Added |
| Principal Financial Group Inc | 4,903,391 | $428.6M | 0.27% | +1,372,991+38.9% | Added |
| Capital World Investors | 4,914,772 | $429.6M | 0.07% | −24,496−0.5% | Reduced |
| Ontario Teachers Pension Plan Board | 5,168,318 | $451.7M | 5.47% | +5,168,318 | New |
| UBS Asset Management Americas Inc | 5,624,154 | $491.6M | 0.21% | −112,989−2.0% | Reduced |
| Wells Fargo & Company | 5,914,761 | $517.0M | 0.14% | +313,595+5.6% | Added |
| Charles Schwab Investment Management Inc | 7,074,398 | $618.3M | 0.19% | +67,791+1.0% | Added |
| Bank of Montreal | 6,791,883 | $618.7M | 0.35% | −2,923,836−30.1% | Reduced |
| UBS Group AG | 7,105,712 | $621.0M | 0.27% | +1,590,808+28.8% | Added |
| Primecap Management Co | 8,385,164 | $732.9M | 0.55% | −417,667−4.7% | Reduced |
| Franklin Resources Inc | 8,822,981 | $771.1M | 0.31% | +2,519,728+40.0% | Added |
| Legal & General Group Plc | 9,789,288 | $855.6M | 0.26% | +462,516+5.0% | Added |
| Invesco Ltd. | 9,932,919 | $868.1M | 0.22% | +1,345,164+15.7% | Added |
| Dimensional Fund Advisors LP | 10,161,317 | $888.3M | 0.28% | −385,213−3.7% | Reduced |
| Fisher Asset Management, LLC | 10,769,276 | $941.2M | 0.56% | +321,207+3.1% | Added |
| Manufacturers Life Insurance Company, The | 11,172,739 | $976.5M | 0.64% | +1,140,431+11.4% | Added |
| Goldman Sachs Group Inc | 11,482,077 | $1.00B | 0.25% | +2,628,108+29.7% | Added |
| Janus Henderson Group PLC | 12,000,357 | $1.05B | 0.51% | −2,036,862−14.5% | Reduced |
| Bank of New York Mellon Corp | 13,211,345 | $1.15B | 0.22% | −1,135,901−7.9% | Reduced |
| Nuveen Asset Management, LLC | 12,959,731 | $1.20B | 0.39% | −5,607,583−30.2% | Reduced |
| Eagle Capital Management LLC | 14,128,128 | $1.23B | 4.17% | −433,243−3.0% | Reduced |
| Northern Trust Corp | 14,330,963 | $1.25B | 0.22% | −610,176−4.1% | Reduced |
| Norges Bank | 15,678,483 | $1.37B | 0.30% | −381,266−2.4% | Reduced |
| Price T Rowe Associates Inc | 16,654,440 | $1.46B | 0.15% | −8,552,012−33.9% | Reduced |
| Ameriprise Financial Inc | 18,298,605 | $1.59B | 0.47% | −5,459,544−23.0% | Reduced |
| Capital International Investors | 20,756,931 | $1.81B | 0.41% | +18,150,967+696.5% | Added |
| Massachusetts Financial Services Co | 22,052,848 | $1.93B | 0.57% | +2,274,156+11.5% | Added |
| Geode Capital Management, LLC | 23,639,581 | $2.06B | 0.26% | −211,384−0.9% | Reduced |
| Bank of America Corp | 25,747,893 | $2.25B | 0.24% | +3,012,717+13.3% | Added |
| Capital Research Global Investors | 26,638,524 | $2.33B | 0.57% | +13,367,310+100.7% | Added |
| FMR LLC | 34,365,771 | $3.00B | 0.24% | −9,357,703−21.4% | Reduced |
| Wellington Management Group LLP | 37,678,228 | $3.29B | 0.56% | −4,591,480−10.9% | Reduced |
| JPMorgan Chase & Co | 41,775,713 | $3.65B | 0.47% | −716,778−1.7% | Reduced |
| BlackRock Inc. | 99,877,472 | $8.73B | 0.24% | −6,917,473−6.5% | Reduced |
| Vanguard Group Inc | 119,462,176 | $10.4B | 0.25% | +1,524,370+1.3% | Added |
| State Street Corp | 130,449,037 | $11.4B | 0.56% | −71,118−0.1% | Reduced |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $33.0B | 100.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,566 | – | – | −688−30.5% | Reduced |
| GQG Partners LLC | 0 | $0 | 0.00% | −4,479,226−100.0% | Sold out |
| Alphinity Investment Management Pty Ltd | 0 | $0 | 0.00% | −1,872,268−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −889,917−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −790,696−100.0% | Sold out |
| Clal Insurance Enterprises Holdings Ltd | 0 | $0 | 0.00% | −709,000−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −156,444−100.0% | Sold out |
| Gemsstock Limited | 0 | $0 | 0.00% | −154,100−100.0% | Sold out |
| Myriad Asset Management Ltd. | 0 | $0 | 0.00% | −128,804−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −126,811−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −80,308−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −55,342−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −52,717−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −52,100−100.0% | Sold out |
| Odey Asset Management Group Ltd | 0 | $0 | 0.00% | −49,400−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −46,012−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −45,376−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −44,688−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −43,574−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −40,047−100.0% | Sold out |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −34,621−100.0% | Sold out |
| Helios Capital Management Pte. Ltd | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −32,433−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −31,509−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −27,200−100.0% | Sold out |