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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 326,334 | $25.1M | 0.11% | −51,900−13.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 330,547 | $25.1M | 0.38% | +1,094+0.3% | Added |
| Bessemer Group Inc | 331,290 | $25.2M | 0.06% | −2,702,878−89.1% | Reduced |
| Teacher Retirement System of Texas | 331,759 | $25.2M | 0.17% | −153,095−31.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 334,871 | $25.5M | 2.11% | +8,152+2.5% | Added |
| Dana Investment Advisors, Inc. | 337,674 | $25.7M | 1.30% | −21,313−5.9% | Reduced |
| Tredje AP-fonden | 340,507 | $25.9M | 0.65% | −24,000−6.6% | Reduced |
| Worldquant Millennium Advisors LLC | 341,843 | $26.0M | 0.74% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 342,123 | $26.0M | 2.08% | +342,123 | New |
| Bridger Management, LLC | 342,214 | $26.0M | 5.87% | −32,378−8.6% | Reduced |
| Amalgamated Bank | 343,564 | $26.1M | 0.24% | −7,259−2.1% | Reduced |
| Employees Retirement System of Texas | 349,000 | $26.5M | 0.38% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 353,958 | $26.9M | 0.07% | +4,305+1.2% | Added |
| Nomura Asset Management Co Ltd | 354,868 | $27.0M | 0.17% | +8,506+2.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 357,312 | $27.2M | 1.12% | −5,952−1.6% | Reduced |
| Bridgewater Associates, LP | 365,090 | $27.8M | 0.12% | +50,488+16.0% | Added |
| Arizona State Retirement System | 366,519 | $27.9M | 0.27% | −2,770−0.8% | Reduced |
| E. Ohman J:or Asset Management AB | 367,705 | $28.0M | 1.21% | −58,016−13.6% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $28.1M | 1.77% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 371,969 | $28.3M | 0.37% | −485,004−56.6% | Reduced |
| MetLife Investment Management | 374,411 | $28.5M | 0.22% | −9,414−2.5% | Reduced |
| State of Michigan Retirement System | 377,526 | $28.7M | 0.20% | +19,900+5.6% | Added |
| Fiduciary Trust Co | 380,531 | $28.9M | 0.61% | +437+0.1% | Added |
| Boston Common Asset Management, LLC | 386,644 | $29.4M | 1.47% | +47,282+13.9% | Added |
| Edgar Lomax Co | 394,430 | $30.0M | 1.88% | +10,765+2.8% | Added |
| Abeille Asset Management SA | 402,003 | $30.6M | 1.08% | +83,781+26.3% | Added |
| Oppenheimer Asset Management Inc. | 403,688 | $30.7M | 0.51% | −58,313−12.6% | Reduced |
| Rafferty Asset Management, LLC | 405,696 | $30.9M | 0.28% | −260,558−39.1% | Reduced |
| TD Waterhouse Canada Inc. | 383,007 | $31.3M | 0.35% | +51,515+15.5% | Added |
| GWM Advisors LLC | 428,855 | $32.6M | 0.56% | +28,366+7.1% | Added |
| Qube Research & Technologies Ltd | 433,740 | $33.0M | 0.25% | −294,642−40.5% | Reduced |
| Pinnacle Associates Ltd | 434,881 | $33.1M | 0.72% | +83,340+23.7% | Added |
| Voloridge Investment Management, LLC | 436,308 | $33.2M | 0.17% | +43,918+11.2% | Added |
| Mariner, LLC | 439,187 | $33.4M | 0.14% | +25,148+6.1% | Added |
| Aviva PLC | 441,827 | $33.6M | 0.18% | +22,505+5.4% | Added |
| Arrowstreet Capital, Limited Partnership | 445,483 | $33.9M | 0.05% | +445,483 | New |
| Walleye Trading LLC | 451,340 | $34.3M | 0.83% | +188,167+71.5% | Added |
| Rathbone Brothers plc | 452,388 | $34.4M | 0.39% | +38,580+9.3% | Added |
| American International Group, Inc. | 462,966 | $35.2M | 0.24% | −15,878−3.3% | Reduced |
| Junto Capital Management LP | 469,546 | $35.7M | 1.06% | −112,008−19.3% | Reduced |
| Natixis | 472,705 | $36.0M | 0.13% | −426,831−47.5% | Reduced |
| NFJ Investment Group, LLC | 476,004 | $36.2M | 0.87% | −6,330−1.3% | Reduced |
| Umb Bank N A | 478,095 | $36.4M | 0.57% | +6,717+1.4% | Added |
| Royal London Asset Management Ltd | 477,869 | $36.4M | 0.17% | −2,568−0.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 480,030 | $36.5M | 1.84% | +48,260+11.2% | Added |
| Voleon Capital Management LP | 500,000 | $38.0M | 10.86% | +500,000 | New |
| Todd Asset Management LLC | 515,176 | $39.2M | 1.01% | −2,007−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 515,363 | $39.2M | 0.34% | −23,752−4.4% | Reduced |
| Standard Life Aberdeen plc | 518,357 | $39.5M | 0.12% | +19,217+3.9% | Added |
| TCW Group Inc | 520,262 | $39.6M | 0.52% | −106,755−17.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 526,477 | $40.0M | 1.48% | −360−0.1% | Reduced |
| Tesco Pension Investment Ltd | 533,976 | $40.6M | 2.36% | −521,131−49.4% | Reduced |
| Atalanta Sosnoff Capital, LLC | 538,653 | $41.0M | 1.24% | +15,983+3.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 541,191 | $41.2M | 0.24% | +142,832+35.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 548,241 | $41.7M | 3.40% | +3,064+0.6% | Added |
| Candriam Luxembourg S.C.A. | 548,850 | $41.7M | 0.34% | +888+0.2% | Added |
| HighTower Advisors, LLC | 551,920 | $42.0M | 0.11% | +26,723+5.1% | Added |
| Treasurer of the State of North Carolina | 557,143 | $42.4M | 0.27% | −6,436−1.1% | Reduced |
| SEI Investments Co | 556,183 | $42.4M | 0.09% | +125,539+29.2% | Added |
| US Bancorp | 560,367 | $42.6M | 0.08% | +76,644+15.8% | Added |
| STRS Ohio | 573,621 | $43.6M | 0.20% | −1,533−0.3% | Reduced |
| Lazard Freres Gestion S.A.S. | 608,762 | $44.8M | 1.61% | −34,760−5.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 591,645 | $45.0M | 2.69% | +158,246+36.5% | Added |
| Asset Management One Co.,Ltd. | 592,377 | $45.1M | 0.21% | −31,699−5.1% | Reduced |
| Gateway Investment Advisers LLC | 601,593 | $45.8M | 0.52% | +1,541+0.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 606,925 | $46.2M | 0.28% | −107,471−15.0% | Reduced |
| Laurion Capital Management LP | 618,580 | $47.0M | 1.97% | +618,580 | New |
| Bank of Nova Scotia | 624,310 | $47.5M | 0.11% | −786,395−55.7% | Reduced |
| Public Sector Pension Investment Board | 638,579 | $48.6M | 0.43% | −100,161−13.6% | Reduced |
| Pictet Asset Management SA | 656,517 | $49.9M | 0.07% | −170,634−20.6% | Reduced |
| M&T Bank Corp | 740,001 | $50.3M | 0.24% | +104,727+16.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 663,045 | $50.4M | 1.12% | −1,529−0.2% | Reduced |
| LPL Financial LLC | 695,181 | $52.9M | 0.05% | +45,416+7.0% | Added |
| Avalon Investment & Advisory | 699,206 | $53.2M | 1.50% | +16,450+2.4% | Added |
| Jane Street Group, LLC | 702,067 | $53.4M | 0.11% | −143,886−17.0% | Reduced |
| Clearbridge Investments, LLC | 707,292 | $53.8M | 0.05% | −51,788−6.8% | Reduced |
| Ninety One UK Ltd | 728,400 | $55.4M | 0.16% | −7,523−1.0% | Reduced |
| AXA S.A. | 743,197 | $56.5M | 0.21% | +144,455+24.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 753,625 | $57.3M | 0.25% | +82,107+12.2% | Added |
| Panagora Asset Management Inc | 753,637 | $57.3M | 0.38% | −138,096−15.5% | Reduced |
| Voya Investment Management LLC | 757,017 | $57.6M | 0.15% | −35,804−4.5% | Reduced |
| Swedbank AB | 760,115 | $57.8M | 0.13% | +54,900+7.8% | Added |
| Storebrand Asset Management AS | 773,149 | $58.8M | 0.33% | +8,091+1.1% | Added |
| Westfield Capital Management Co LP | 773,372 | $58.8M | 0.46% | +14,529+1.9% | Added |
| Pzena Investment Management LLC | 778,946 | $59.2M | 0.27% | −54,048−6.5% | Reduced |
| Kames Capital plc | 779,162 | $59.3M | 1.12% | −41,870−5.1% | Reduced |
| State of New Jersey Common Pension Fund D | 781,517 | $59.4M | 0.23% | −8,198−1.0% | Reduced |
| Balyasny Asset Management LLC | 781,524 | $59.4M | 0.25% | +761,696+3,841.5% | Added |
| Brandywine Global Investment Management, LLC | 783,255 | $59.6M | 0.52% | +82,294+11.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 784,713 | $59.7M | 0.15% | +66,342+9.2% | Added |
| D. E. Shaw & Co., Inc. | 797,464 | $60.7M | 0.10% | +518,625+186.0% | Added |
| Factory Mutual Insurance Co | 805,600 | $61.3M | 1.00% | +2,000+0.2% | Added |
| Aristotle Capital Management, LLC | 821,410 | $62.5M | 0.13% | −2100.0% | Reduced |
| Sadoff Investment Management LLC | 831,650 | $63.3M | 4.75% | −8,490−1.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 850,091 | $64.7M | 0.27% | −7,323−0.9% | Reduced |
| Calamos Advisors LLC | 884,763 | $67.3M | 0.30% | +6,973+0.8% | Added |
| Russell Investments Group, Ltd. | 881,086 | $67.3M | 0.14% | +160,570+22.3% | Added |
| DnB Asset Management AS | 890,351 | $67.7M | 0.48% | −11,759−1.3% | Reduced |
| CIBC Private Wealth Group, LLC | 899,261 | $68.4M | 0.18% | +269,686+42.8% | Added |
| Epoch Investment Partners, Inc. | 905,971 | $68.9M | 0.40% | −158,352−14.9% | Reduced |