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, 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
- −28.6M (−1.9%) vs. Q1 2022
- Total value
- $109.6B
- −$18.9B (−14.7%) vs. Q1 2022
- New holders
- 113
- 609 more added
- Sold out
- 159
- 647 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 | 2,746 | $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, 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 |
|---|---|---|---|---|---|
| Westbourne Investment Advisors, Inc. | 78,374 | $5.96M | 3.70% | −198−0.3% | Reduced |
| New Mexico Educational Retirement Board | 78,610 | $5.98M | 0.29% | −3,800−4.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 79,111 | $6.02M | 0.15% | −6,685−7.8% | Reduced |
| Cetera Investment Advisers | 81,777 | $6.04M | 0.10% | −3,114−3.7% | Reduced |
| Credit Agricole S A | 80,034 | $6.09M | 0.24% | −2,001−2.4% | Reduced |
| Capital Group Private Client Services, Inc. | 81,122 | $6.17M | 0.08% | −321−0.4% | Reduced |
| Burns J W & Co Inc | 81,333 | $6.19M | 1.17% | −959−1.2% | Reduced |
| Hourglass Capital, LLC | 81,832 | $6.22M | 2.20% | −1,930−2.3% | Reduced |
| PFS Investments Inc. | 82,306 | $6.26M | 0.13% | −230,866−73.7% | Reduced |
| Oak Harvest Investment Services | 82,394 | $6.27M | 1.69% | +4,785+6.2% | Added |
| Metropolitan Life Insurance Co | 82,845 | $6.30M | 0.28% | −3,180−3.7% | Reduced |
| Point72 Europe (London) LLP | 83,100 | $6.32M | 1.98% | +83,100 | New |
| Wolverine Trading, LLC | 81,604 | $6.38M | 0.20% | −33,248−28.9% | Reduced |
| YHB Investment Advisors, Inc. | 84,094 | $6.40M | 0.67% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 84,143 | $6.40M | 1.38% | −286−0.3% | Reduced |
| Capital Analysts, LLC | 84,693 | $6.44M | 0.45% | +3,627+4.5% | Added |
| Prospera Financial Services Inc | 84,983 | $6.46M | 0.33% | −394−0.5% | Reduced |
| Gradient Investments LLC | 85,936 | $6.54M | 0.19% | +11,684+15.7% | Added |
| Montag A & Associates Inc | 87,245 | $6.64M | 0.43% | −5,297−5.7% | Reduced |
| Brown Advisory Inc | 88,272 | $6.71M | 0.01% | −280.0% | Reduced |
| HRT Financial LP | 88,417 | $6.72M | 0.07% | +30,286+52.1% | Added |
| RNC Capital Management LLC | 88,510 | $6.73M | 0.38% | −529,250−85.7% | Reduced |
| D.A. Davidson & Co. | 88,948 | $6.76M | 0.08% | +7,742+9.5% | Added |
| Leuthold Group, LLC | 88,980 | $6.77M | 0.96% | −36,136−28.9% | Reduced |
| Norinchukin Bank, The | 88,990 | $6.77M | 0.13% | +29,841+50.5% | Added |
| SG Americas Securities, LLC | 89,239 | $6.79M | 0.09% | +31,463+54.5% | Added |
| White Pine Investment CO | 89,260 | $6.79M | 2.68% | −540−0.6% | Reduced |
| Quadrature Capital Ltd | 89,687 | $6.83M | 0.28% | +89,687 | New |
| Telemus Capital, LLC | 89,900 | $6.84M | 0.66% | −1,549−1.7% | Reduced |
| Becker Capital Management Inc | 90,500 | $6.88M | 0.33% | −2,072−2.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 90,531 | $6.89M | 0.69% | −7,355−7.5% | Reduced |
| Ethic Inc. | 91,347 | $6.95M | 0.48% | +8,203+9.9% | Added |
| American Assets Investment Management, LLC | 92,000 | $7.00M | 0.87% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 92,378 | $7.03M | 0.17% | +5,734+6.6% | Added |
| Ieq Capital, LLC | 94,441 | $7.18M | 0.22% | −13,071−12.2% | Reduced |
| Hennessy Advisors Inc | 94,600 | $7.20M | 0.43% | −500−0.5% | Reduced |
| Louisiana State Employees Retirement System | 88,600 | $7.23M | 0.19% | −900−1.0% | Reduced |
| Dowling & Yahnke LLC | 95,999 | $7.30M | 0.34% | +1,389+1.5% | Added |
| Kestra Advisory Services, LLC | 97,875 | $7.44M | 0.08% | −6,006−5.8% | Reduced |
| Wealthfront Advisers LLC | 98,206 | $7.47M | 0.04% | +429+0.4% | Added |
| Maryland State Retirement & Pension System | 98,319 | $7.48M | 0.24% | −4,228−4.1% | Reduced |
| Daiwa Securities Group Inc. | 93,196 | $7.53M | 0.06% | +4,251+4.8% | Added |
| Brinker Capital Investments, LLC | 99,541 | $7.57M | 0.14% | −20,678−17.2% | Reduced |
| Ashfield Capital Partners, LLC | 100,633 | $7.65M | 0.60% | −951−0.9% | Reduced |
| Flputnam Investment Management Co | 101,779 | $7.74M | 0.28% | −7,677−7.0% | Reduced |
| Interval Partners, LP | 102,254 | $7.78M | 0.55% | +102,254 | New |
| Alberta Investment Management Corp | 102,300 | $7.78M | 0.06% | −32,700−24.2% | Reduced |
| Kentucky Retirement Systems | 103,864 | $7.90M | 0.33% | +13,506+14.9% | Added |
| Cornerstone Advisors, LLC | 104,000 | $7.91M | 0.41% | +104,000 | New |
| Core Alternative Capital | 104,201 | $7.92M | 1.87% | +17,636+20.4% | Added |
| Twin Tree Management, LP | 105,026 | $7.99M | 0.15% | −32,071−23.4% | Reduced |
| Elo Mutual Pension Insurance Co | 105,306 | $8.01M | 0.27% | +6,285+6.3% | Added |
| Lowe Brockenbrough & Co Inc | 105,612 | $8.03M | 0.70% | +1,720+1.7% | Added |
| Verition Fund Management LLC | 105,987 | $8.06M | 0.17% | −18,877−15.1% | Reduced |
| Capula Management Ltd | 106,485 | $8.10M | 1.14% | +106,485 | New |
| Banco Santander, S.A. | 106,513 | $8.10M | 0.11% | −4,499−4.1% | Reduced |
| FineMark National Bank & Trust | 106,681 | $8.11M | 0.37% | +241+0.2% | Added |
| Ziegler Capital Management, LLC | 106,752 | $8.12M | 0.33% | −1,744−1.6% | Reduced |
| Pinebridge Investments, L.P. | 107,403 | $8.17M | 0.10% | −172,726−61.7% | Reduced |
| Private Capital Advisors, Inc. | 107,519 | $8.18M | 1.38% | −260−0.2% | Reduced |
| Appleton Partners Inc | 107,862 | $8.20M | 0.78% | +2,606+2.5% | Added |
| Polar Capital Holdings Plc | 108,942 | $8.29M | 0.06% | +8,384+8.3% | Added |
| Fred Alger Management, LLC | 109,632 | $8.34M | 0.04% | +4,155+3.9% | Added |
| Oregon Public Employees Retirement Fund | 110,416 | $8.40M | 0.13% | −222,673−66.9% | Reduced |
| Westpac Banking Corp | 110,962 | $8.44M | 0.11% | −739−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 112,542 | $8.56M | 0.01% | −175,816−61.0% | Reduced |
| National Bank of Canada | 114,343 | $8.69M | 0.05% | −239,885−67.7% | Reduced |
| Winslow Capital Management, LLC | 114,553 | $8.71M | 0.05% | +24,041+26.6% | Added |
| Amica Mutual Insurance Co | 115,134 | $8.76M | 1.11% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 115,872 | $8.81M | 0.21% | −2,187−1.9% | Reduced |
| Stamos Capital Partners, L.P. | 115,890 | $8.81M | 2.67% | +16,970+17.2% | Added |
| Cullinan Associates Inc | 118,228 | $8.99M | 0.55% | +57,562+94.9% | Added |
| BTC Capital Management, Inc. | 118,564 | $9.00M | 1.10% | +2,584+2.2% | Added |
| Argent Trust Co | 118,766 | $9.03M | 0.62% | +8,337+7.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 119,974 | $9.13M | 0.04% | +32,974+37.9% | Added |
| Capstone Investment Advisors, LLC | 120,350 | $9.15M | 0.21% | −86,355−41.8% | Reduced |
| Grassi Investment Management | 121,275 | $9.22M | 1.23% | +750+0.6% | Added |
| Tweedy, Browne Co LLC | 122,670 | $9.33M | 0.38% | −103,720−45.8% | Reduced |
| General Pension Society PZU Joint Stock Co | 124,369 | $9.46M | 4.23% | 00.0% | Unchanged |
| Brightworth | 125,169 | $9.52M | 1.02% | +700+0.6% | Added |
| Thompson Siegel & Walmsley LLC | 126,150 | $9.60M | 0.15% | −1,500−1.2% | Reduced |
| PEAK6 Investments LLC | 120,065 | $9.73M | 0.22% | −20,499−14.6% | Reduced |
| Bokf, NA | 128,407 | $9.77M | 0.19% | −546−0.4% | Reduced |
| Creative Planning | 128,768 | $9.79M | 0.02% | +7,165+5.9% | Added |
| Telos Capital Management, Inc. | 129,819 | $9.87M | 1.51% | −94−0.1% | Reduced |
| Crestwood Advisors Group LLC | 130,227 | $9.90M | 0.33% | −186−0.1% | Reduced |
| Xponance, Inc. | 131,189 | $9.98M | 0.20% | −44,414−25.3% | Reduced |
| Edge Capital Group, LLC | 131,468 | $10.0M | 0.95% | +1,871+1.4% | Added |
| Marshall Wace, LLP | 132,300 | $10.1M | 0.02% | +132,300 | New |
| Prana Capital Management, LP | 132,703 | $10.1M | 0.77% | +132,703 | New |
| Burney Co | 134,313 | $10.2M | 0.54% | −1,999−1.5% | Reduced |
| Acadian Asset Management LLC | 136,313 | $10.4M | 0.05% | −48,110−26.1% | Reduced |
| Advisors Asset Management, Inc. | 137,410 | $10.5M | 0.19% | +137,410 | New |
| Scotia Capital Inc. | 137,589 | $10.5M | 0.08% | −20,122−12.8% | Reduced |
| Oppenheimer & Co Inc | 138,429 | $10.5M | 0.23% | +38,454+38.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 139,059 | $10.6M | 0.44% | +543+0.4% | Added |
| Bank of the West | 140,770 | $10.7M | 1.36% | −1,229−0.9% | Reduced |
| Hartford Investment Management Co | 141,507 | $10.8M | 0.33% | +142+0.1% | Added |
| Socorro Asset Management LP | 144,153 | $11.0M | 3.90% | −25,372−15.0% | Reduced |
| Regentatlantic Capital LLC | 144,733 | $11.0M | 0.36% | −744−0.5% | Reduced |