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 $281.9B 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, Q2 2022
Institutional positions in Morgan Stanley as of Jun 30, 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
- 1,607
- −46 vs. Q1 2022
- Shares held
- 1.44B
- −28.4M (−1.9%) vs. Q1 2022
- Total value
- $109.7B
- −$18.8B (−14.7%) vs. Q1 2022
- New holders
- 113
- 608 more added
- Sold out
- 159
- 649 more reduced
20 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | $281.9B |
| Q1 2026 | 2,514 | $218.2B |
| Q4 2025 | 2,533 | $240.8B |
| Q3 2025 | 2,266 | $217.9B |
| Q2 2025 | 2,209 | $192.0B |
| Q1 2025 | 2,104 | $159.9B |
| Q4 2024 | 2,118 | $171.1B |
| Q3 2024 | 1,875 | $145.4B |
| Q2 2024 | 1,829 | $136.2B |
| Q1 2024 | 1,799 | $133.9B |
| Q4 2023 | 1,761 | $134.7B |
| Q3 2023 | 1,671 | $113.1B |
| Q2 2023 | 1,689 | $119.2B |
| Q1 2023 | 1,674 | $127.0B |
| Q4 2022 | 1,682 | $120.9B |
| Q3 2022 | 1,586 | $113.4B |
| Q2 2022 | 1,607 | $109.7B |
| Q1 2022 | 1,673 | $129.1B |
| Q4 2021 | 1,716 | $147.6B |
| Q3 2021 | 1,592 | $148.8B |
| Q2 2021 | 1,550 | $144.0B |
| Q1 2021 | 1,516 | $123.9B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $28.7B | 100.00% | 00.0% | Unchanged |
| State Street Corp | 122,701,247 | $9.33B | 0.56% | −7,747,790−5.9% | Reduced |
| Vanguard Group Inc | 119,304,205 | $9.07B | 0.26% | −157,971−0.1% | Reduced |
| BlackRock Inc. | 94,140,996 | $7.16B | 0.23% | −5,736,476−5.7% | Reduced |
| Wellington Management Group LLP | 44,327,598 | $3.37B | 0.68% | +6,649,370+17.6% | Added |
| JPMorgan Chase & Co | 42,489,308 | $3.23B | 0.48% | +713,595+1.7% | Added |
| FMR LLC | 27,252,735 | $2.07B | 0.21% | −7,113,036−20.7% | Reduced |
| Capital Research Global Investors | 27,236,410 | $2.07B | 0.65% | +597,886+2.2% | Added |
| Bank of America Corp | 24,155,014 | $1.84B | 0.23% | −1,592,879−6.2% | Reduced |
| Geode Capital Management, LLC | 23,698,908 | $1.80B | 0.26% | +59,327+0.3% | Added |
| Capital International Investors | 22,709,742 | $1.73B | 0.47% | +1,952,811+9.4% | Added |
| Massachusetts Financial Services Co | 21,485,041 | $1.63B | 0.56% | −567,807−2.6% | Reduced |
| Ameriprise Financial Inc | 16,996,283 | $1.29B | 0.45% | −1,302,322−7.1% | Reduced |
| Norges Bank | 14,661,870 | $1.12B | 0.29% | −1,016,613−6.5% | Reduced |
| Price T Rowe Associates Inc | 14,038,523 | $1.07B | 0.13% | −2,615,917−15.7% | Reduced |
| Eagle Capital Management LLC | 13,978,885 | $1.06B | 4.63% | −149,243−1.1% | Reduced |
| Northern Trust Corp | 13,958,967 | $1.06B | 0.23% | −371,996−2.6% | Reduced |
| Bank of New York Mellon Corp | 13,562,977 | $1.03B | 0.24% | +351,632+2.7% | Added |
| Nuveen Asset Management, LLC | 11,740,270 | $893.0M | 0.35% | −1,219,461−9.4% | Reduced |
| Manufacturers Life Insurance Company, The | 11,145,851 | $847.8M | 0.59% | −26,888−0.2% | Reduced |
| Fisher Asset Management, LLC | 10,901,931 | $829.2M | 0.59% | +132,655+1.2% | Added |
| Franklin Resources Inc | 10,389,587 | $790.2M | 0.39% | +1,566,606+17.8% | Added |
| Dimensional Fund Advisors LP | 10,093,285 | $767.7M | 0.28% | −68,032−0.7% | Reduced |
| Invesco Ltd. | 10,041,441 | $763.8M | 0.23% | +108,522+1.1% | Added |
| Legal & General Group Plc | 9,955,509 | $757.2M | 0.27% | +166,221+1.7% | Added |
| Goldman Sachs Group Inc | 9,802,545 | $745.6M | 0.22% | −1,679,532−14.6% | Reduced |
| Janus Henderson Group PLC | 8,601,358 | $654.2M | 0.45% | −3,398,999−28.3% | Reduced |
| Primecap Management Co | 8,049,204 | $612.2M | 0.55% | −335,960−4.0% | Reduced |
| Bank of Montreal | 6,805,240 | $537.6M | 0.29% | +13,357+0.2% | Added |
| Charles Schwab Investment Management Inc | 7,020,999 | $534.0M | 0.19% | −53,399−0.8% | Reduced |
| UBS Group AG | 6,168,026 | $469.1M | 0.24% | −937,686−13.2% | Reduced |
| UBS Asset Management Americas Inc | 6,163,637 | $468.8M | 0.25% | +539,483+9.6% | Added |
| Credit Suisse AG | 5,543,155 | $421.6M | 0.44% | +1,158,383+26.4% | Added |
| Royal Bank of Canada | 5,131,676 | $390.3M | 0.12% | +446,715+9.5% | Added |
| Wells Fargo & Company | 5,128,990 | $390.1M | 0.13% | −785,771−13.3% | Reduced |
| Ontario Teachers Pension Plan Board | 5,057,620 | $384.7M | 5.38% | −110,698−2.1% | Reduced |
| Morgan Stanley | 4,917,316 | $374.0M | 0.05% | +4,783,552+3,576.1% | Added |
| Capital World Investors | 4,914,772 | $373.8M | 0.08% | 00.0% | Unchanged |
| Principal Financial Group Inc | 4,858,720 | $369.6M | 0.27% | −44,671−0.9% | Reduced |
| Citigroup Inc | 4,655,846 | $354.1M | 0.47% | +1,068,523+29.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,531,055 | $344.6M | 0.27% | +190,551+4.4% | Added |
| LSV Asset Management | 4,346,316 | $330.6M | 0.71% | −266,479−5.8% | Reduced |
| Amundi | 4,412,823 | $330.1M | 0.26% | +521,087+13.4% | Added |
| Deutsche Bank AG | 4,274,711 | $325.1M | 0.18% | −623,316−12.7% | Reduced |
| Canada Pension Plan Investment Board | 4,046,170 | $307.8M | 0.51% | −89,700−2.2% | Reduced |
| Schroder Investment Management Group | 3,771,917 | $294.9M | 0.45% | +402,496+11.9% | Added |
| Alliancebernstein L.P. | 3,590,055 | $273.1M | 0.12% | +36,354+1.0% | Added |
| Lord, Abbett & Co. LLC | 3,495,807 | $265.9M | 0.94% | −491,122−12.3% | Reduced |
| Fayez Sarofim & Co | 3,411,212 | $259.5M | 0.95% | 00.0% | Unchanged |
| Barclays PLC | 3,402,932 | $258.8M | 0.29% | −973,569−22.2% | Reduced |
| TD Asset Management Inc | 3,390,425 | $257.9M | 0.30% | −97,104−2.8% | Reduced |
| New York State Common Retirement Fund | 3,131,839 | $238.2M | 0.31% | −189,593−5.7% | Reduced |
| Cullen Capital Management LLC | 2,877,877 | $218.9M | 2.20% | +135,999+5.0% | Added |
| Millennium Management LLC | 2,869,326 | $218.2M | 0.28% | +1,277,900+80.3% | Added |
| FIL Ltd | 2,806,829 | $213.5M | 0.25% | −677,358−19.4% | Reduced |
| Nordea Investment Management AB | 2,779,897 | $208.4M | 0.31% | −78,127−2.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,620,450 | $199.3M | 0.20% | −20,592−0.8% | Reduced |
| BNP Paribas Arbitrage, SA | 2,550,620 | $194.0M | 0.44% | +1,555,477+156.3% | Added |
| California Public Employees Retirement System | 2,522,140 | $191.8M | 0.18% | −198,767−7.3% | Reduced |
| Prudential Financial Inc | 2,477,859 | $188.5M | 0.30% | +116,763+4.9% | Added |
| First Republic Investment Management, Inc. | 2,453,482 | $186.6M | 0.48% | +131,026+5.6% | Added |
| First Trust Advisors LP | 2,441,417 | $185.7M | 0.23% | −447,128−15.5% | Reduced |
| AMF Pensionsforsakring AB | 2,431,817 | $185.1M | 1.82% | +405,096+20.0% | Added |
| Rhumbline Advisers | 2,371,700 | $180.4M | 0.26% | +14,875+0.6% | Added |
| California State Teachers Retirement System | 2,249,218 | $171.1M | 0.27% | −38,086−1.7% | Reduced |
| KBC Group NV | 2,108,084 | $160.3M | 0.80% | −132,567−5.9% | Reduced |
| Eaton Vance Management | 2,028,905 | $154.3M | 0.22% | −342,289−14.4% | Reduced |
| Focused Investors LLC | 1,981,500 | $150.7M | 5.18% | −1,900−0.1% | Reduced |
| HSBC Holdings PLC | 1,958,444 | $150.6M | 0.23% | −47,110−2.3% | Reduced |
| Fifth Third Bancorp | 1,885,591 | $143.4M | 0.69% | +10,091+0.5% | Added |
| Ensign Peak Advisors, Inc | 1,880,333 | $143.0M | 0.34% | +130,060+7.4% | Added |
| National Pension Service | 1,856,894 | $141.2M | 0.29% | +117,596+6.8% | Added |
| New York State Teachers Retirement System | 1,678,868 | $127.7M | 0.31% | −48,331−2.8% | Reduced |
| Macquarie Group Ltd | 1,643,574 | $125.0M | 0.14% | −77,473−4.5% | Reduced |
| Intech Investment Management LLC | 1,522,242 | $115.8M | 0.67% | +1,522,242 | New |
| Thrivent Financial for Lutherans | 1,507,718 | $114.7M | 0.31% | −46,728−3.0% | Reduced |
| State Board of Administration of Florida Retirement System | 1,504,889 | $114.5M | 0.28% | −61,153−3.9% | Reduced |
| AXA S.A. | 1,486,394 | $113.1M | 0.21% | +288,910+24.1% | Added |
| Allianz Asset Management GmbH | 1,439,005 | $109.5M | 0.11% | −755,226−34.4% | Reduced |
| Neuberger Berman Group LLC | 1,425,439 | $108.5M | 0.11% | −415,568−22.6% | Reduced |
| Susquehanna International Group, LLP | 1,420,504 | $108.0M | 0.23% | −505,967−26.3% | Reduced |
| Eminence Capital, LP | 1,402,813 | $106.7M | 2.12% | −231,985−14.2% | Reduced |
| Commerce Bank | 1,393,393 | $106.0M | 0.86% | −82,885−5.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,387,434 | $105.5M | 0.24% | −102,900−6.9% | Reduced |
| Korea Investment CORP | 1,369,109 | $104.1M | 0.32% | −101,367−6.9% | Reduced |
| Envestnet Asset Management Inc | 1,357,816 | $103.3M | 0.06% | −604,861−30.8% | Reduced |
| State of Wisconsin Investment Board | 1,329,486 | $101.1M | 0.26% | +95,724+7.8% | Added |
| Raymond James & Associates | 1,280,717 | $97.4M | 0.10% | −160,499−11.1% | Reduced |
| Evercore Wealth Management, LLC | 1,264,760 | $96.2M | 2.03% | −22,645−1.8% | Reduced |
| DekaBank Deutsche Girozentrale | 1,232,638 | $95.4M | 0.28% | +68,765+5.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,212,262 | $92.2M | 0.35% | +876,178+260.7% | Added |
| Artisan Partners Limited Partnership | 1,184,274 | $90.1M | 0.15% | +27,056+2.3% | Added |
| Retirement Systems of Alabama | 1,181,027 | $89.8M | 0.39% | +27,335+2.4% | Added |
| Sound Shore Management Inc | 1,165,446 | $88.6M | 3.25% | −94,801−7.5% | Reduced |
| Victory Capital Management Inc | 1,162,470 | $88.4M | 0.10% | −36,745−3.1% | Reduced |
| State of Tennessee, Treasury Department | 1,161,696 | $88.4M | 0.41% | −44,673−3.7% | Reduced |
| Great West Life Assurance Co | 1,144,260 | $87.2M | 0.23% | −63,509−5.3% | Reduced |
| Stifel Financial Corp | 1,141,496 | $86.8M | 0.14% | +26,275+2.4% | Added |
| Douglas Lane & Associates, LLC | 1,099,772 | $83.6M | 1.42% | +9,959+0.9% | Added |
| Natixis Advisors, L.P. | 1,098,958 | $83.6M | 0.37% | −100,791−8.4% | Reduced |