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 |
|---|---|---|---|---|---|
| Pacific Heights Asset Management LLC | 170,000 | $14.9M | 1.27% | +10,000+6.3% | Added |
| Two Sigma Investments, LP | 169,747 | $14.8M | 0.04% | +45,841+37.0% | Added |
| Socorro Asset Management LP | 169,525 | $14.8M | 4.12% | +21,195+14.3% | Added |
| APG Asset Management N.V. | 184,376 | $14.5M | 0.03% | −31,200−14.5% | Reduced |
| Pittenger & Anderson Inc | 163,316 | $14.3M | 0.70% | −1,311−0.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 163,072 | $14.3M | 0.19% | +956+0.6% | Added |
| Peapack Gladstone Financial Corp | 162,783 | $14.2M | 0.28% | −1,009−0.6% | Reduced |
| Erste Asset Management GmbH | 155,809 | $14.1M | 0.27% | +3,881+2.6% | Added |
| Adams Diversified Equity Fund, Inc. | 160,600 | $14.0M | 0.56% | −222,900−58.1% | Reduced |
| MML Investors Services, LLC | 159,709 | $14.0M | 0.10% | +31,205+24.3% | Added |
| Exchange Traded Concepts, LLC | 159,181 | $13.9M | 0.28% | +158,789+40,507.4% | Added |
| NorthCrest Asset Manangement, LLC | 158,036 | $13.8M | 0.66% | −13,338−7.8% | Reduced |
| Scotia Capital Inc. | 157,711 | $13.8M | 0.09% | +5,039+3.3% | Added |
| Matrix Asset Advisors Inc | 156,063 | $13.6M | 1.83% | +160.0% | Added |
| Jupiter Asset Management Ltd | 153,200 | $13.4M | 0.16% | −170,242−52.6% | Reduced |
| Nissay Asset Management Corp | 152,167 | $13.3M | 0.12% | +1,122+0.7% | Added |
| AlphaCrest Capital Management LLC | 151,305 | $13.2M | 0.74% | +86,833+134.7% | Added |
| Wade G W & Inc | 150,725 | $13.2M | 0.56% | −550.0% | Reduced |
| Gratus Capital LLC | 149,410 | $13.1M | 1.26% | +7,629+5.4% | Added |
| Grand Jean Capital Management Inc | 146,520 | $12.8M | 3.52% | −36,354−19.9% | Reduced |
| Regentatlantic Capital LLC | 145,477 | $12.7M | 0.36% | +188+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 143,060 | $12.5M | 0.06% | +17,921+14.3% | Added |
| Bank of the West | 141,999 | $12.4M | 1.28% | +1,428+1.0% | Added |
| Hartford Investment Management Co | 141,365 | $12.4M | 0.32% | −11,908−7.8% | Reduced |
| PEAK6 Investments LLC | 140,564 | $12.3M | 0.37% | +49,609+54.5% | Added |
| Twin Tree Management, LP | 137,097 | $12.0M | 0.24% | +137,097 | New |
| Burney Co | 136,312 | $11.9M | 0.55% | −1,482−1.1% | Reduced |
| Alberta Investment Management Corp | 135,000 | $11.8M | 0.07% | +46,200+52.0% | Added |
| Achmea Investment Management B.V. | 134,426 | $11.7M | 0.31% | +134,426 | New |
| Morgan Stanley | 133,764 | $11.7M | 0.00% | +7,028+5.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 138,516 | $11.6M | 0.46% | +1,183+0.9% | Added |
| Crestwood Advisors Group LLC | 130,413 | $11.4M | 0.32% | −1,333−1.0% | Reduced |
| Telos Capital Management, Inc. | 129,913 | $11.4M | 1.47% | −2,364−1.8% | Reduced |
| Edge Capital Group, LLC | 129,597 | $11.3M | 0.78% | −1,382−1.1% | Reduced |
| Bokf, NA | 128,953 | $11.3M | 0.19% | −12,067−8.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 127,650 | $11.2M | 0.16% | 00.0% | Unchanged |
| Kings Point Capital Management | 127,488 | $11.1M | 0.97% | +3,288+2.6% | Added |
| Captrust Financial Advisors | 126,756 | $11.1M | 0.07% | −19,708−13.5% | Reduced |
| Leuthold Group, LLC | 125,116 | $10.9M | 1.40% | −428−0.3% | Reduced |
| Verition Fund Management LLC | 124,864 | $10.9M | 0.21% | +36,602+41.5% | Added |
| Brightworth | 124,469 | $10.9M | 1.10% | +1,409+1.1% | Added |
| General Pension Society PZU Joint Stock Co | 124,369 | $10.9M | 3.77% | 00.0% | Unchanged |
| Creative Planning | 121,603 | $10.6M | 0.02% | +7,491+6.6% | Added |
| Grassi Investment Management | 120,525 | $10.5M | 1.11% | +1,575+1.3% | Added |
| Brinker Capital Investments, LLC | 120,219 | $10.5M | 0.16% | −1,292−1.1% | Reduced |
| Wolverine Trading, LLC | 114,852 | $10.4M | 0.31% | +37,231+48.0% | Added |
| Shelton Capital Management | 118,500 | $10.4M | 0.39% | +9,902+9.1% | Added |
| Securian Asset Management, Inc | 118,059 | $10.3M | 0.20% | −3,147−2.6% | Reduced |
| BTC Capital Management, Inc. | 115,980 | $10.1M | 1.00% | −5,773−4.7% | Reduced |
| Rockefeller Capital Management L.P. | 115,949 | $10.1M | 0.05% | +35,906+44.9% | Added |
| Amica Mutual Insurance Co | 115,134 | $10.1M | 1.18% | −7,793−6.3% | Reduced |
| Loews Corp | 115,000 | $10.1M | 0.08% | +115,000 | New |
| SeaTown Holdings Pte. Ltd. | 114,480 | $10.0M | 0.74% | +114,480 | New |
| Westpac Banking Corp | 111,701 | $9.76M | 0.11% | −42,746−27.7% | Reduced |
| Banco Santander, S.A. | 111,012 | $9.70M | 0.10% | +6,573+6.3% | Added |
| Argent Trust Co | 110,429 | $9.65M | 0.59% | −470−0.4% | Reduced |
| Flputnam Investment Management Co | 109,456 | $9.57M | 0.31% | +7,132+7.0% | Added |
| St Germain D J Co Inc | 108,851 | $9.51M | 0.54% | −1,216−1.1% | Reduced |
| Cyrus J. Lawrence, LLC | 108,573 | $9.49M | 2.17% | +108,573 | New |
| Ziegler Capital Management, LLC | 108,496 | $9.47M | 0.40% | −19,687−15.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 108,298 | $9.46M | 0.35% | +65,936+155.6% | Added |
| Private Capital Advisors, Inc. | 107,779 | $9.42M | 1.37% | +107,779 | New |
| Ieq Capital, LLC | 107,512 | $9.40M | 0.22% | +4,156+4.0% | Added |
| Tudor Investment Corp Et Al | 106,985 | $9.35M | 0.24% | −45,164−29.7% | Reduced |
| FineMark National Bank & Trust | 106,440 | $9.30M | 0.37% | +7,782+7.9% | Added |
| Fred Alger Management, LLC | 105,477 | $9.22M | 0.03% | −231,033−68.7% | Reduced |
| Appleton Partners Inc | 105,256 | $9.20M | 0.75% | +9,582+10.0% | Added |
| Lowe Brockenbrough & Co Inc | 103,892 | $9.08M | 0.67% | +3,417+3.4% | Added |
| Kestra Advisory Services, LLC | 103,881 | $9.08M | 0.09% | +22,847+28.2% | Added |
| Maryland State Retirement & Pension System | 102,547 | $8.96M | 0.24% | −300−0.3% | Reduced |
| Ashfield Capital Partners, LLC | 101,584 | $8.88M | 0.57% | +14,595+16.8% | Added |
| Daiwa Securities Group Inc. | 88,945 | $8.83M | 0.06% | −53,183−37.4% | Reduced |
| Polar Capital Holdings Plc | 100,558 | $8.79M | 0.05% | −37,137−27.0% | Reduced |
| Oppenheimer & Co Inc | 99,975 | $8.74M | 0.16% | +31,131+45.2% | Added |
| Elo Mutual Pension Insurance Co | 99,021 | $8.65M | 0.25% | −3,854−3.7% | Reduced |
| Stamos Capital Partners, L.P. | 98,920 | $8.65M | 2.89% | +44,920+83.2% | Added |
| Pacer Advisors, Inc. | 98,852 | $8.64M | 0.07% | +9,555+10.7% | Added |
| Knights of Columbus Asset Advisors LLC | 97,886 | $8.55M | 0.73% | +1,816+1.9% | Added |
| Wealthfront Advisers LLC | 97,777 | $8.55M | 0.04% | −31,765−24.5% | Reduced |
| Hennessy Advisors Inc | 95,100 | $8.31M | 0.44% | +61,000+178.9% | Added |
| Dowling & Yahnke LLC | 94,610 | $8.27M | 0.36% | +154+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 92,987 | $8.13M | 0.14% | +1,461+1.6% | Added |
| Banque Pictet & Cie SA | 92,790 | $8.11M | 0.06% | −35,011−27.4% | Reduced |
| Louisiana State Employees Retirement System | 89,500 | $8.11M | 0.19% | −500−0.6% | Reduced |
| Becker Capital Management Inc | 92,572 | $8.09M | 0.33% | −1,418−1.5% | Reduced |
| Montag A & Associates Inc | 92,542 | $8.09M | 0.43% | −7,110−7.1% | Reduced |
| ExodusPoint Capital Management, LP | 92,425 | $8.08M | 0.12% | −96,294−51.0% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $8.04M | 0.85% | 00.0% | Unchanged |
| Telemus Capital, LLC | 91,449 | $7.99M | 0.70% | −624−0.7% | Reduced |
| Simplex Trading, LLC | 90,937 | $7.95M | 0.25% | +90,937 | New |
| Winslow Capital Management, LLC | 90,512 | $7.91M | 0.03% | −21,257−19.0% | Reduced |
| Kentucky Retirement Systems | 90,358 | $7.90M | 0.32% | +3,495+4.0% | Added |
| White Pine Investment CO | 89,800 | $7.85M | 2.67% | −2,408−2.6% | Reduced |
| Nicola Wealth Management Ltd. | 89,000 | $7.78M | 0.68% | −57,000−39.0% | Reduced |
| Howe & Rusling Inc | 88,648 | $7.75M | 0.90% | −216−0.2% | Reduced |
| DuPont Capital Management Corp | 88,589 | $7.74M | 0.31% | −21,296−19.4% | Reduced |
| Brown Advisory Inc | 88,300 | $7.72M | 0.01% | −11,488−11.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 87,000 | $7.60M | 0.03% | −1,009,622−92.1% | Reduced |
| Twinbeech Capital LP | 86,698 | $7.58M | 0.33% | +86,698 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 86,644 | $7.57M | 0.16% | −3,044−3.4% | Reduced |