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
- 1,673
- −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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 351,541 | $30.7M | 0.54% | +40,983+13.2% | 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 |
| Commonwealth Equity Services, LLC | 349,653 | $30.6M | 0.07% | +40,609+13.1% | Added |
| Employees Retirement System of Texas | 349,000 | $30.5M | 0.36% | −94,800−21.4% | Reduced |
| Nomura Asset Management Co Ltd | 346,362 | $30.3M | 0.16% | −71,517−17.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 346,133 | $30.3M | 0.30% | −50,580−12.7% | Reduced |
| Loomis Sayles & Co L P | 343,560 | $30.0M | 0.04% | −69,051−16.7% | Reduced |
| Worldquant Millennium Advisors LLC | 341,843 | $29.9M | 0.73% | −95,267−21.8% | Reduced |
| Boston Common Asset Management, LLC | 339,362 | $29.7M | 1.28% | −76,268−18.3% | Reduced |
| Advisor Group Holdings, Inc. | 343,932 | $29.4M | 0.06% | +60,201+21.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 336,084 | $29.4M | 0.10% | +19,142+6.0% | Added |
| Oregon Public Employees Retirement Fund | 333,089 | $29.1M | 0.30% | +2,660+0.8% | Added |
| CIBC World Markets Corp | 332,612 | $29.1M | 0.23% | −678,721−67.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 329,453 | $28.9M | 0.39% | −51,346−13.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 326,719 | $28.6M | 2.07% | +3,711+1.1% | Added |
| Abeille Asset Management SA | 318,222 | $27.8M | 0.79% | +295,662+1,310.6% | Added |
| Ossiam | 317,620 | $27.8M | 0.73% | +7,760+2.5% | Added |
| NN Investment Partners Holdings N.V. | 315,373 | $27.6M | 0.15% | −27,381−8.0% | Reduced |
| Bridgewater Associates, LP | 314,602 | $27.5M | 0.11% | −4,832−1.5% | Reduced |
| PFS Investments Inc. | 313,172 | $27.4M | 0.52% | −7,911−2.5% | Reduced |
| CIBC World Markets Inc. | 311,856 | $27.3M | 0.09% | −20,817−6.3% | Reduced |
| CTC LLC | 310,767 | $27.2M | 0.50% | +310,767 | New |
| Baird Financial Group, Inc. | 306,637 | $26.8M | 0.07% | +22,095+7.8% | Added |
| Braun Stacey Associates Inc | 295,581 | $25.8M | 1.07% | −31,930−9.7% | Reduced |
| Man Group plc | 292,719 | $25.6M | 0.09% | +106,049+56.8% | Added |
| Keybank National Association | 291,966 | $25.5M | 0.11% | −2,353−0.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 288,358 | $25.2M | 0.03% | −152,331−34.6% | Reduced |
| Putnam Investments LLC | 281,425 | $24.6M | 0.04% | −220,586−43.9% | Reduced |
| Forsta Ap-Fonden | 280,763 | $24.5M | 0.28% | −40,100−12.5% | Reduced |
| Pinebridge Investments, L.P. | 280,129 | $24.5M | 0.26% | +95,441+51.7% | Added |
| D. E. Shaw & Co., Inc. | 278,839 | $24.4M | 0.03% | +62,674+29.0% | Added |
| Chilton Capital Management LLC | 278,414 | $24.3M | 1.28% | −17,636−6.0% | Reduced |
| Argent Capital Management LLC | 274,786 | $24.0M | 0.76% | +362+0.1% | Added |
| Gabelli Funds LLC | 273,774 | $23.9M | 0.16% | −168,000−38.0% | Reduced |
| Bollard Group LLC | 266,525 | $23.3M | 0.75% | −3,892−1.4% | Reduced |
| Gamco Investors, Inc. Et Al | 266,082 | $23.3M | 0.21% | −21,400−7.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 265,214 | $23.2M | 0.14% | −407,903−60.6% | Reduced |
| Walleye Trading LLC | 263,173 | $23.0M | 0.47% | +204,738+350.4% | Added |
| Guggenheim Capital LLC | 262,158 | $22.9M | 0.14% | +35,119+15.5% | Added |
| Ninety One SA (PTY) Ltd | 248,732 | $22.2M | 6.21% | +39,957+19.1% | Added |
| Handelsbanken Fonder AB | 253,818 | $22.2M | 0.12% | −4,965−1.9% | Reduced |
| Chartwell Investment Partners, LLC | 250,793 | $21.9M | 0.73% | −32,333−11.4% | Reduced |
| Swiss Life Asset Management Ltd | 250,011 | $21.8M | 0.31% | −36,360−12.7% | Reduced |
| Blue Chip Partners, Inc. | 249,706 | $21.8M | 2.71% | +4,787+2.0% | Added |
| RMB Capital Management, LLC | 249,023 | $21.8M | 0.69% | +1,662+0.7% | Added |
| Comerica Bank | 239,635 | $21.7M | 0.16% | −2,945−1.2% | Reduced |
| Heritage Investors Management Corp | 245,037 | $21.4M | 0.86% | +1,835+0.8% | Added |
| Hosking Partners LLP | 241,112 | $21.1M | 0.54% | −5,611−2.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 239,555 | $20.9M | 0.04% | +5,315+2.3% | Added |
| Picton Mahoney Asset Management | 239,232 | $20.9M | 0.78% | −32,370−11.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 236,403 | $20.7M | 1.51% | −76,859−24.5% | Reduced |
| Utah Retirement Systems | 236,068 | $20.6M | 0.27% | −7,400−3.0% | Reduced |
| LGT Capital Partners Ltd. | 230,610 | $20.2M | 0.57% | +3,560+1.6% | Added |
| Yousif Capital Management, LLC | 229,629 | $20.1M | 0.22% | −3,534−1.5% | Reduced |
| Payden & Rygel | 227,500 | $19.9M | 1.00% | −215,100−48.6% | Reduced |
| Tweedy, Browne Co LLC | 226,390 | $19.8M | 0.64% | −11,445−4.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 225,456 | $19.7M | 0.84% | +6,198+2.8% | Added |
| Crossmark Global Holdings, Inc. | 225,223 | $19.7M | 0.44% | +10,653+5.0% | Added |
| Wesbanco Bank Inc | 222,065 | $19.4M | 0.74% | +1,202+0.5% | Added |
| Public Employees Retirement Association of Colorado | 221,568 | $19.4M | 0.09% | −10,382−4.5% | Reduced |
| Mutual of America Capital Management LLC | 219,673 | $19.2M | 0.20% | −393−0.2% | Reduced |
| CIBC Asset Management Inc | 218,984 | $19.1M | 0.07% | +25,773+13.3% | Added |
| IFM Investors Pty Ltd | 217,449 | $19.0M | 0.29% | +30,462+16.3% | Added |
| Maple Capital Management, Inc. | 216,861 | $19.0M | 2.23% | +8,847+4.3% | Added |
| Mark Asset Management LP | 214,912 | $18.8M | 3.40% | −79,306−27.0% | Reduced |
| Gulf International Bank (UK) Ltd | 214,773 | $18.8M | 0.28% | −14,000−6.1% | Reduced |
| Blair William & Co | 213,967 | $18.7M | 0.07% | +26,193+13.9% | Added |
| State of Alaska, Department of Revenue | 213,443 | $18.7M | 0.20% | −9,245−4.2% | Reduced |
| Tower Research Capital LLC (TRC) | 212,219 | $18.5M | 0.18% | +78,202+58.4% | Added |
| Hallmark Capital Management Inc | 210,971 | $18.4M | 1.54% | −18,106−7.9% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 209,133 | $18.3M | 3.72% | −1,790−0.8% | Reduced |
| Tiaa, FSB | 209,406 | $18.3M | 0.06% | −12,033−5.4% | Reduced |
| Vontobel Holding Ltd. | 201,837 | $18.2M | 0.16% | +6,282+3.2% | Added |
| British Columbia Investment Management Corp | 208,012 | $18.2M | 0.12% | −32,562−13.5% | Reduced |
| Cubist Systematic Strategies, LLC | 207,392 | $18.1M | 0.15% | +62,905+43.5% | Added |
| Capstone Investment Advisors, LLC | 206,705 | $18.1M | 0.39% | +190,312+1,160.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 206,296 | $18.0M | 0.04% | +32,513+18.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 206,187 | $18.0M | 0.29% | −51,082−19.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 205,000 | $17.9M | 0.23% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 204,592 | $17.9M | 2.51% | −1,853−0.9% | Reduced |
| Mackay Shields LLC | 203,274 | $17.8M | 0.16% | −10,651−5.0% | Reduced |
| Diamond Hill Capital Management Inc | 202,252 | $17.7M | 0.07% | −30,710−13.2% | Reduced |
| Railway Pension Investments Ltd | 194,900 | $17.0M | 0.13% | −5,700−2.8% | Reduced |
| TPI Fund Managers Ltd | 193,985 | $17.0M | 2.18% | +9,305+5.0% | Added |
| Earnest Partners LLC | 191,617 | $16.7M | 0.10% | +6,078+3.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 189,678 | $16.6M | 0.16% | +9,494+5.3% | Added |
| LVM Capital Management Ltd | 187,146 | $16.4M | 2.16% | +5,380+3.0% | Added |
| 1832 Asset Management L.P. | 189,566 | $16.3M | 0.03% | −48,337−20.3% | Reduced |
| Bridgecreek Investment Management, LLC | 186,205 | $16.3M | 2.41% | −1,300−0.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 184,658 | $16.1M | 0.04% | −240,942−56.6% | Reduced |
| Acadian Asset Management LLC | 184,423 | $16.1M | 0.07% | +25,485+16.0% | Added |
| Sit Investment Associates Inc | 184,375 | $16.1M | 0.43% | +28,450+18.2% | Added |
| Texas Permanent School Fund | 183,874 | $16.1M | 0.22% | −14,126−7.1% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 181,356 | $15.9M | 0.86% | +66,365+57.7% | Added |
| Mercer Global Advisors Inc | 180,853 | $15.8M | 0.09% | −21,107−10.5% | Reduced |
| Bailard, Inc. | 178,681 | $15.6M | 0.53% | +5,740+3.3% | Added |
| Liontrust Investment Partners LLP | 177,000 | $15.5M | 0.20% | +37,000+26.4% | Added |
| Glenmede Trust Co NA | 175,750 | $15.4M | 0.08% | +133,255+313.6% | Added |
| Xponance, Inc. | 175,603 | $15.3M | 0.26% | +237+0.1% | Added |