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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 145,244 | $11.0M | 0.07% | +18,488+14.6% | Added |
| Nissay Asset Management Corp | 145,598 | $11.1M | 0.11% | −6,569−4.3% | Reduced |
| Grand Jean Capital Management Inc | 145,676 | $11.1M | 4.44% | −844−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 146,221 | $11.1M | 0.06% | +30,272+26.1% | Added |
| Peapack Gladstone Financial Corp | 146,948 | $11.2M | 0.26% | −15,835−9.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 147,018 | $11.2M | 0.25% | −59,169−28.7% | Reduced |
| Shelton Capital Management | 147,602 | $11.2M | 0.51% | +29,102+24.6% | Added |
| Man Group plc | – | $11.3M | 0.05% | – | – |
| Achmea Investment Management B.V. | 149,960 | $11.4M | 0.37% | +15,534+11.6% | Added |
| Wade G W & Inc | 150,946 | $11.5M | 0.52% | +221+0.1% | Added |
| MML Investors Services, LLC | 154,976 | $11.8M | 0.09% | −4,733−3.0% | Reduced |
| British Columbia Investment Management Corp | 155,095 | $11.8M | 0.11% | −52,917−25.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 156,203 | $11.9M | 0.22% | +63,216+68.0% | Added |
| Pittenger & Anderson Inc | 157,629 | $12.0M | 0.70% | −5,687−3.5% | Reduced |
| Gratus Capital LLC | 158,166 | $12.0M | 1.35% | +8,756+5.9% | Added |
| ExodusPoint Capital Management, LP | 159,117 | $12.1M | 0.17% | +66,692+72.2% | Added |
| APG Asset Management N.V. | 167,576 | $12.2M | 0.03% | −16,800−9.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 162,513 | $12.4M | 0.20% | −559−0.3% | Reduced |
| Mercer Global Advisors Inc | 163,564 | $12.4M | 0.08% | −17,289−9.6% | Reduced |
| Wesbanco Bank Inc | 166,266 | $12.6M | 0.56% | −55,799−25.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 169,450 | $12.9M | 0.07% | +26,390+18.4% | Added |
| Erste Asset Management GmbH | 166,593 | $13.0M | 0.29% | +10,784+6.9% | Added |
| Payden & Rygel | 171,800 | $13.1M | 0.78% | −55,700−24.5% | Reduced |
| Sit Investment Associates Inc | 173,015 | $13.2M | 0.40% | −11,360−6.2% | Reduced |
| Blair William & Co | 174,859 | $13.3M | 0.06% | −39,108−18.3% | Reduced |
| Glenmede Trust Co NA | 175,871 | $13.4M | 0.08% | +121+0.1% | Added |
| Liontrust Investment Partners LLP | 177,000 | $13.5M | 0.19% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 179,284 | $13.6M | 0.70% | +21,248+13.4% | Added |
| Pacific Heights Asset Management LLC | 180,000 | $13.7M | 1.39% | +10,000+5.9% | Added |
| Schonfeld Strategic Advisors LLC | 181,062 | $13.8M | 0.14% | +177,362+4,793.6% | Added |
| Bridgecreek Investment Management, LLC | 184,280 | $14.0M | 2.91% | −1,925−1.0% | Reduced |
| Texas Permanent School Fund | 184,382 | $14.0M | 0.22% | +508+0.3% | Added |
| Matrix Asset Advisors Inc | 188,398 | $14.3M | 2.20% | +32,335+20.7% | Added |
| TPI Fund Managers Ltd | 188,705 | $14.4M | 2.40% | −5,280−2.7% | Reduced |
| Abner Herrman & Brock LLC | 191,415 | $14.6M | 2.51% | −13,177−6.4% | Reduced |
| Guggenheim Capital LLC | 195,044 | $14.8M | 0.12% | −67,114−25.6% | Reduced |
| Earnest Partners LLC | 196,849 | $15.0M | 0.10% | +5,232+2.7% | Added |
| LVM Capital Management Ltd | 198,240 | $15.1M | 2.19% | +11,094+5.9% | Added |
| Kiwi Wealth Investments Limited Partnership | 198,789 | $15.1M | 1.05% | +17,433+9.6% | Added |
| Hosking Partners LLP | 202,153 | $15.4M | 0.61% | −38,959−16.2% | Reduced |
| Diamond Hill Capital Management Inc | 202,252 | $15.4M | 0.07% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 203,757 | $15.5M | 0.17% | +14,079+7.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 205,000 | $15.6M | 0.24% | 00.0% | Unchanged |
| Bailard, Inc. | 207,569 | $15.8M | 0.62% | +28,888+16.2% | Added |
| J.P. Marvel Investment Advisors, LLC | 208,350 | $15.8M | 3.81% | −783−0.4% | Reduced |
| Mark Asset Management LP | 210,620 | $16.0M | 3.88% | −4,292−2.0% | Reduced |
| Adams Diversified Equity Fund, Inc. | 214,800 | $16.3M | 0.78% | +54,200+33.7% | Added |
| Loomis Sayles & Co L P | 215,569 | $16.4M | 0.03% | −127,991−37.3% | Reduced |
| Hallmark Capital Management Inc | 215,678 | $16.4M | 1.54% | +4,707+2.2% | Added |
| Vontobel Holding Ltd. | 209,792 | $16.4M | 0.18% | +7,955+3.9% | Added |
| State of Alaska, Department of Revenue | 217,418 | $16.5M | 0.20% | +3,975+1.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 217,583 | $16.6M | 0.03% | +132,452+155.6% | Added |
| Northwestern Mutual Wealth Management Co | 219,737 | $16.7M | 0.03% | −135,456−38.1% | Reduced |
| New York Life Investment Management LLC | 220,022 | $16.7M | 0.19% | +220,022 | New |
| Mutual of America Capital Management LLC | 220,056 | $16.7M | 0.21% | +383+0.2% | Added |
| Public Employees Retirement Association of Colorado | 220,207 | $16.7M | 0.09% | −1,361−0.6% | Reduced |
| Gulf International Bank (UK) Ltd | 214,773 | $16.8M | 0.30% | 00.0% | Unchanged |
| Tiaa, FSB | 221,632 | $16.9M | 0.07% | +12,226+5.8% | Added |
| Yousif Capital Management, LLC | 222,074 | $16.9M | 0.22% | −7,555−3.3% | Reduced |
| Crossmark Global Holdings, Inc. | 222,550 | $16.9M | 0.44% | −2,673−1.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 226,055 | $17.2M | 0.90% | +599+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 226,187 | $17.2M | 0.04% | −13,368−5.6% | Reduced |
| Maple Capital Management, Inc. | 227,261 | $17.3M | 2.28% | +10,400+4.8% | Added |
| Utah Retirement Systems | 227,668 | $17.3M | 0.28% | −8,400−3.6% | Reduced |
| IFM Investors Pty Ltd | 229,158 | $17.4M | 0.31% | +11,709+5.4% | Added |
| CIBC Asset Management Inc | 230,271 | $17.5M | 0.07% | +11,287+5.2% | Added |
| Cubist Systematic Strategies, LLC | 230,441 | $17.5M | 0.13% | +23,049+11.1% | Added |
| Chartwell Investment Partners, LLC | 234,029 | $17.8M | 0.71% | −16,764−6.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 235,988 | $17.9M | 0.05% | +29,692+14.4% | Added |
| ING Groep NV | 238,342 | $18.1M | 0.21% | −251,568−51.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 240,000 | $18.3M | 0.05% | +55,342+30.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 243,311 | $18.5M | 0.39% | −979,600−80.1% | Reduced |
| Baird Financial Group, Inc. | 246,143 | $18.7M | 0.05% | −60,494−19.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 249,133 | $18.9M | 0.24% | −97,000−28.0% | Reduced |
| Heritage Investors Management Corp | 253,367 | $19.3M | 0.90% | +8,330+3.4% | Added |
| RMB Capital Management, LLC | 256,620 | $19.5M | 0.67% | +7,597+3.1% | Added |
| Blue Chip Partners, Inc. | 256,737 | $19.5M | 2.49% | +7,031+2.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 258,956 | $19.7M | 0.14% | −6,258−2.4% | Reduced |
| Ossiam | 258,815 | $19.7M | 0.59% | −58,805−18.5% | Reduced |
| LGT Capital Partners Ltd. | 259,140 | $19.7M | 0.60% | +28,530+12.4% | Added |
| Comerica Bank | 243,125 | $19.9M | 0.16% | +3,490+1.5% | Added |
| Gamco Investors, Inc. Et Al | 261,197 | $19.9M | 0.22% | −4,885−1.8% | Reduced |
| Handelsbanken Fonder AB | 265,044 | $20.2M | 0.13% | +11,226+4.4% | Added |
| AQR Capital Management LLC | 269,298 | $20.2M | 0.05% | −125,861−31.9% | Reduced |
| Advisor Group Holdings, Inc. | 265,156 | $20.2M | 0.04% | −78,776−22.9% | Reduced |
| Swiss Life Asset Management Ltd | 265,103 | $20.2M | 0.33% | +15,092+6.0% | Added |
| Moody Lynn & Lieberson, LLC | 267,514 | $20.3M | 1.83% | +31,111+13.2% | Added |
| Bollard Group LLC | 268,686 | $20.4M | 0.83% | +2,161+0.8% | Added |
| Argent Capital Management LLC | 270,413 | $20.6M | 0.78% | −4,373−1.6% | Reduced |
| Gabelli Funds LLC | 273,574 | $20.8M | 0.16% | −200−0.1% | Reduced |
| Putnam Investments LLC | 274,275 | $20.9M | 0.04% | −7,150−2.5% | Reduced |
| Citadel Advisors LLC | 275,439 | $20.9M | 0.03% | −519,356−65.3% | Reduced |
| CIBC World Markets Inc. | 284,926 | $21.7M | 0.09% | −26,930−8.6% | Reduced |
| Keybank National Association | 286,013 | $21.8M | 0.11% | −5,953−2.0% | Reduced |
| Chilton Capital Management LLC | 297,138 | $22.6M | 1.38% | +18,724+6.7% | Added |
| ProShare Advisors LLC | 297,479 | $22.6M | 0.08% | −117,876−28.4% | Reduced |
| CIBC World Markets Corp | 315,124 | $24.0M | 0.23% | −17,488−5.3% | Reduced |
| Forsta Ap-Fonden | 323,563 | $24.6M | 0.32% | +42,800+15.2% | Added |
| USS Investment Management Ltd | 326,303 | $24.8M | 0.26% | −26,441−7.5% | Reduced |
| Simplex Trading, LLC | 327,504 | $24.9M | 0.82% | +236,567+260.1% | Added |