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
- 1,673
- −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 | 2,745 | $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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 1,128,084 | $98.6M | 0.16% | +34,375+3.1% | Added |
| Stifel Financial Corp | 1,115,221 | $97.5M | 0.13% | −77,009−6.5% | Reduced |
| Victory Capital Management Inc | 1,199,215 | $96.6M | 0.10% | +276,745+30.0% | Added |
| Douglas Lane & Associates, LLC | 1,089,813 | $95.3M | 1.34% | +1,706+0.2% | Added |
| Epoch Investment Partners, Inc. | 1,064,323 | $93.0M | 0.46% | −133,953−11.2% | Reduced |
| Tesco Pension Investment Ltd | 1,055,107 | $92.2M | 2.25% | −333,116−24.0% | Reduced |
| BNP Paribas Arbitrage, SA | 995,143 | $87.0M | 0.17% | +553,138+125.1% | Added |
| DnB Asset Management AS | 902,110 | $78.8M | 0.47% | +315,173+53.7% | Added |
| Natixis | 899,536 | $78.6M | 0.27% | +159,414+21.5% | Added |
| Panagora Asset Management Inc | 891,733 | $77.9M | 0.42% | −13,791−1.5% | Reduced |
| Calamos Advisors LLC | 877,790 | $76.7M | 0.30% | +89,340+11.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 857,414 | $74.9M | 0.26% | −8,935−1.0% | Reduced |
| Clark Capital Management Group, Inc. | 856,973 | $74.9M | 0.84% | +116,652+15.8% | Added |
| Jane Street Group, LLC | 845,953 | $73.9M | 0.14% | +114,145+15.6% | Added |
| Sadoff Investment Management LLC | 840,140 | $73.4M | 4.66% | −117,931−12.3% | Reduced |
| Pzena Investment Management LLC | 832,994 | $72.8M | 0.28% | −186,002−18.3% | Reduced |
| Pictet Asset Management SA | 827,151 | $72.3M | 0.08% | −115,969−12.3% | Reduced |
| Aristotle Capital Management, LLC | 821,620 | $71.8M | 0.13% | −9,541−1.1% | Reduced |
| Kames Capital plc | 821,032 | $71.8M | 1.06% | +419,937+104.7% | Added |
| Public Employees Retirement System of Ohio | 811,745 | $70.9M | 0.25% | −78,795−8.8% | Reduced |
| RBF Capital, LLC | 810,432 | $70.8M | 4.55% | 00.0% | Unchanged |
| Factory Mutual Insurance Co | 803,600 | $70.2M | 0.95% | 00.0% | Unchanged |
| Citadel Advisors LLC | 794,795 | $69.5M | 0.08% | −194,159−19.6% | Reduced |
| Voya Investment Management LLC | 792,821 | $69.3M | 0.14% | −16,918−2.1% | Reduced |
| State of New Jersey Common Pension Fund D | 789,715 | $69.0M | 0.22% | −11,239−1.4% | Reduced |
| Storebrand Asset Management AS | 765,058 | $66.9M | 0.32% | −38,522−4.8% | Reduced |
| Clearbridge Investments, LLC | 759,080 | $66.3M | 0.05% | +63,086+9.1% | Added |
| Westfield Capital Management Co LP | 758,843 | $66.3M | 0.43% | −621,109−45.0% | Reduced |
| Public Sector Pension Investment Board | 738,740 | $64.6M | 0.40% | −113,630−13.3% | Reduced |
| Ninety One UK Ltd | 735,923 | $64.3M | 0.16% | −124,402−14.5% | Reduced |
| Qube Research & Technologies Ltd | 728,382 | $63.7M | 0.58% | +360,563+98.0% | Added |
| Russell Investments Group, Ltd. | 720,516 | $63.4M | 0.11% | −365,084−33.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 718,371 | $62.8M | 0.14% | −22,024−3.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 714,396 | $62.4M | 0.31% | +485,682+212.4% | Added |
| Swedbank AB | 705,215 | $61.6M | 0.11% | −1670.0% | Reduced |
| Brandywine Global Investment Management, LLC | 700,961 | $61.3M | 0.45% | +379,661+118.2% | Added |
| Cookson Peirce & Co Inc | 687,625 | $60.1M | 3.51% | +2,180+0.3% | Added |
| Avalon Investment & Advisory | 682,756 | $59.7M | 1.44% | +67,292+10.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 671,518 | $58.7M | 0.23% | +61,582+10.1% | Added |
| Rafferty Asset Management, LLC | 666,254 | $58.2M | 0.35% | −41,072−5.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 664,574 | $58.1M | 1.01% | −308,977−31.7% | Reduced |
| LPL Financial LLC | 649,765 | $56.8M | 0.05% | +8,216+1.3% | Added |
| M&T Bank Corp | 635,274 | $55.5M | 0.25% | +25,066+4.1% | Added |
| CIBC Private Wealth Group, LLC | 629,575 | $55.0M | 0.12% | −160,893−20.4% | Reduced |
| TCW Group Inc | 627,017 | $54.8M | 0.52% | −10,469−1.6% | Reduced |
| Asset Management One Co.,Ltd. | 624,076 | $54.5M | 0.21% | −45,354−6.8% | Reduced |
| RNC Capital Management LLC | 617,760 | $54.0M | 2.74% | −5,618−0.9% | Reduced |
| Gateway Investment Advisers LLC | 600,052 | $52.4M | 0.52% | −32,121−5.1% | Reduced |
| AXA S.A. | 598,742 | $52.3M | 0.15% | +299,624+100.2% | Added |
| Lazard Freres Gestion S.A.S. | 643,522 | $52.1M | 1.57% | −55,023−7.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 587,557 | $51.4M | 0.50% | −4,488−0.8% | Reduced |
| Junto Capital Management LP | 581,554 | $50.8M | 1.40% | −515,515−47.0% | Reduced |
| STRS Ohio | 575,154 | $50.3M | 0.18% | −11,964−2.0% | Reduced |
| Treasurer of the State of North Carolina | 563,579 | $49.3M | 0.27% | −5,693−1.0% | Reduced |
| Candriam Luxembourg S.C.A. | 547,962 | $47.9M | 0.33% | −94,717−14.7% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 545,177 | $47.6M | 3.55% | −10,725−1.9% | Reduced |
| Nisa Investment Advisors, LLC | 539,115 | $47.1M | 0.33% | −2,800−0.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 526,837 | $46.0M | 1.45% | −8,221−1.5% | Reduced |
| Atalanta Sosnoff Capital, LLC | 522,670 | $45.7M | 1.07% | −645−0.1% | Reduced |
| HighTower Advisors, LLC | 525,197 | $45.5M | 0.10% | +14,470+2.8% | Added |
| Todd Asset Management LLC | 517,183 | $45.2M | 0.99% | −4,260−0.8% | Reduced |
| Standard Life Aberdeen plc | 499,140 | $44.3M | 0.11% | −117,035−19.0% | Reduced |
| Crake Asset Management LLP | 491,158 | $42.9M | 3.32% | −500,000−50.4% | Reduced |
| ING Groep NV | 489,910 | $42.8M | 0.43% | +37,548+8.3% | Added |
| Teacher Retirement System of Texas | 484,854 | $42.4M | 0.22% | −382,049−44.1% | Reduced |
| US Bancorp | 483,723 | $42.3M | 0.07% | +228,517+89.5% | Added |
| NFJ Investment Group, LLC | 482,334 | $42.2M | 0.86% | +17,030+3.7% | Added |
| Royal London Asset Management Ltd | 480,437 | $42.0M | 0.16% | +7,566+1.6% | Added |
| American International Group, Inc. | 478,844 | $41.9M | 0.23% | −16,646−3.4% | Reduced |
| Umb Bank N A | 471,378 | $41.2M | 0.55% | +12,964+2.8% | Added |
| Oppenheimer Asset Management Inc. | 462,001 | $40.4M | 0.57% | +19,606+4.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 433,399 | $38.4M | 2.77% | +11,607+2.8% | Added |
| Agf Investments Inc. | 432,975 | $37.8M | 0.28% | −2,636,539−85.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 431,770 | $37.7M | 1.73% | +431,770 | New |
| SEI Investments Co | 430,644 | $37.7M | 0.08% | −59,680−12.2% | Reduced |
| E. Ohman J:or Asset Management AB | 425,721 | $37.2M | 1.25% | −6,989−1.6% | Reduced |
| Aviva PLC | 419,322 | $36.6M | 0.18% | −73,640−14.9% | Reduced |
| ProShare Advisors LLC | 415,355 | $36.3M | 0.08% | −12,613−2.9% | Reduced |
| Mariner, LLC | 414,039 | $36.2M | 0.14% | +22,332+5.7% | Added |
| Rathbone Brothers plc | 413,808 | $36.2M | 0.37% | +35,300+9.3% | Added |
| GWM Advisors LLC | 400,489 | $35.0M | 0.61% | +36,018+9.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 398,359 | $34.8M | 0.17% | +48,072+13.7% | Added |
| AQR Capital Management LLC | 395,159 | $34.5M | 0.07% | −117,428−22.9% | Reduced |
| Voloridge Investment Management, LLC | 392,390 | $34.3M | 0.19% | −375,345−48.9% | Reduced |
| Eisler Capital (UK) Ltd. | 390,874 | $34.2M | 2.48% | +390,874 | New |
| MetLife Investment Management | 383,825 | $33.5M | 0.22% | +66,657+21.0% | Added |
| Edgar Lomax Co | 383,665 | $33.5M | 1.97% | +217,635+131.1% | Added |
| Fiduciary Trust Co | 380,094 | $33.2M | 0.60% | −880.0% | Reduced |
| Janney Montgomery Scott LLC | 378,234 | $33.1M | 0.14% | +65,570+21.0% | Added |
| Bridger Management, LLC | 374,592 | $32.7M | 5.37% | −41,800−10.0% | Reduced |
| Arizona State Retirement System | 369,289 | $32.3M | 0.26% | −5,495−1.5% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $32.3M | 1.54% | 00.0% | Unchanged |
| Tredje AP-fonden | 364,507 | $31.9M | 0.65% | +500+0.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 363,264 | $31.7M | 1.10% | −18,276−4.8% | Reduced |
| TD Waterhouse Canada Inc. | 331,492 | $31.4M | 0.31% | −33,834−9.3% | Reduced |
| Dana Investment Advisors, Inc. | 358,987 | $31.4M | 1.45% | +10,077+2.9% | Added |
| State of Michigan Retirement System | 357,626 | $31.3M | 0.18% | −3,796−1.1% | Reduced |
| National Bank of Canada | 354,228 | $31.1M | 0.12% | +106,522+43.0% | Added |
| Northwestern Mutual Wealth Management Co | 355,193 | $31.0M | 0.05% | +291,231+455.3% | Added |
| USS Investment Management Ltd | 352,744 | $30.8M | 0.26% | +10,502+3.1% | Added |