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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 911,272 | $69.3M | 0.29% | +99,527+12.3% | Added |
| Mackenzie Financial Corp | 923,661 | $70.3M | 0.11% | −293,981−24.1% | Reduced |
| RBF Capital, LLC | 810,432 | $70.8M | 4.93% | 00.0% | Unchanged |
| Toronto Dominion Bank | 991,092 | $75.4M | 0.14% | −295,062−22.9% | Reduced |
| Truist Financial Corp | 1,070,150 | $81.4M | 0.15% | −57,934−5.1% | Reduced |
| American Century Companies Inc | 1,077,563 | $82.0M | 0.07% | −383,774−26.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,087,648 | $82.7M | 0.26% | −73,789−6.4% | Reduced |
| Natixis Advisors, L.P. | 1,098,958 | $83.6M | 0.37% | −100,791−8.4% | Reduced |
| Douglas Lane & Associates, LLC | 1,099,772 | $83.6M | 1.42% | +9,959+0.9% | Added |
| Stifel Financial Corp | 1,141,496 | $86.8M | 0.14% | +26,275+2.4% | Added |
| Great West Life Assurance Co | 1,144,260 | $87.2M | 0.23% | −63,509−5.3% | Reduced |
| State of Tennessee, Treasury Department | 1,161,696 | $88.4M | 0.41% | −44,673−3.7% | Reduced |
| Victory Capital Management Inc | 1,162,470 | $88.4M | 0.10% | −36,745−3.1% | Reduced |
| Sound Shore Management Inc | 1,165,446 | $88.6M | 3.25% | −94,801−7.5% | Reduced |
| Retirement Systems of Alabama | 1,181,027 | $89.8M | 0.39% | +27,335+2.4% | Added |
| Artisan Partners Limited Partnership | 1,184,274 | $90.1M | 0.15% | +27,056+2.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,212,262 | $92.2M | 0.35% | +876,178+260.7% | Added |
| DekaBank Deutsche Girozentrale | 1,232,638 | $95.4M | 0.28% | +68,765+5.9% | Added |
| Evercore Wealth Management, LLC | 1,264,760 | $96.2M | 2.03% | −22,645−1.8% | Reduced |
| Raymond James & Associates | 1,280,717 | $97.4M | 0.10% | −160,499−11.1% | Reduced |
| State of Wisconsin Investment Board | 1,329,486 | $101.1M | 0.26% | +95,724+7.8% | Added |
| Envestnet Asset Management Inc | 1,357,816 | $103.3M | 0.06% | −604,861−30.8% | Reduced |
| Korea Investment CORP | 1,369,109 | $104.1M | 0.32% | −101,367−6.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,387,434 | $105.5M | 0.24% | −102,900−6.9% | Reduced |
| Commerce Bank | 1,393,393 | $106.0M | 0.86% | −82,885−5.6% | Reduced |
| Eminence Capital, LP | 1,402,813 | $106.7M | 2.12% | −231,985−14.2% | Reduced |
| Susquehanna International Group, LLP | 1,420,504 | $108.0M | 0.23% | −505,967−26.3% | Reduced |
| Neuberger Berman Group LLC | 1,425,439 | $108.5M | 0.11% | −415,568−22.6% | Reduced |
| Allianz Asset Management GmbH | 1,439,005 | $109.5M | 0.11% | −755,226−34.4% | Reduced |
| State Board of Administration of Florida Retirement System | 1,504,889 | $114.5M | 0.28% | −61,153−3.9% | Reduced |
| Thrivent Financial for Lutherans | 1,507,718 | $114.7M | 0.31% | −46,728−3.0% | Reduced |
| Intech Investment Management LLC | 1,522,242 | $115.8M | 0.67% | +1,522,242 | New |
| Macquarie Group Ltd | 1,643,574 | $125.0M | 0.14% | −77,473−4.5% | Reduced |
| New York State Teachers Retirement System | 1,678,868 | $127.7M | 0.31% | −48,331−2.8% | Reduced |
| National Pension Service | 1,856,894 | $141.2M | 0.29% | +117,596+6.8% | Added |
| Ensign Peak Advisors, Inc | 1,880,333 | $143.0M | 0.34% | +130,060+7.4% | Added |
| Fifth Third Bancorp | 1,885,591 | $143.4M | 0.69% | +10,091+0.5% | Added |
| HSBC Holdings PLC | 1,958,444 | $150.6M | 0.23% | −47,110−2.3% | Reduced |
| Focused Investors LLC | 1,981,500 | $150.7M | 5.18% | −1,900−0.1% | Reduced |
| Eaton Vance Management | 2,028,905 | $154.3M | 0.22% | −342,289−14.4% | Reduced |
| KBC Group NV | 2,108,084 | $160.3M | 0.80% | −132,567−5.9% | Reduced |
| California State Teachers Retirement System | 2,249,218 | $171.1M | 0.27% | −38,086−1.7% | Reduced |
| Rhumbline Advisers | 2,371,700 | $180.4M | 0.26% | +14,875+0.6% | Added |
| AMF Pensionsforsakring AB | 2,431,817 | $185.1M | 1.82% | +405,096+20.0% | Added |
| First Trust Advisors LP | 2,441,417 | $185.7M | 0.23% | −447,128−15.5% | Reduced |
| First Republic Investment Management, Inc. | 2,453,482 | $186.6M | 0.48% | +131,026+5.6% | Added |
| Prudential Financial Inc | 2,477,859 | $188.5M | 0.30% | +116,763+4.9% | Added |
| California Public Employees Retirement System | 2,522,140 | $191.8M | 0.18% | −198,767−7.3% | Reduced |
| BNP Paribas Arbitrage, SA | 2,550,620 | $194.0M | 0.44% | +1,555,477+156.3% | Added |
| The PNC Financial Services Group, Inc. | 2,620,450 | $199.3M | 0.20% | −20,592−0.8% | Reduced |
| Nordea Investment Management AB | 2,779,897 | $208.4M | 0.31% | −78,127−2.7% | Reduced |
| FIL Ltd | 2,806,829 | $213.5M | 0.25% | −677,358−19.4% | Reduced |
| Millennium Management LLC | 2,869,326 | $218.2M | 0.28% | +1,277,900+80.3% | Added |
| Cullen Capital Management LLC | 2,877,877 | $218.9M | 2.20% | +135,999+5.0% | Added |
| New York State Common Retirement Fund | 3,131,839 | $238.2M | 0.31% | −189,593−5.7% | Reduced |
| TD Asset Management Inc | 3,390,425 | $257.9M | 0.30% | −97,104−2.8% | Reduced |
| Barclays PLC | 3,402,932 | $258.8M | 0.29% | −973,569−22.2% | Reduced |
| Fayez Sarofim & Co | 3,411,212 | $259.5M | 0.95% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 3,495,807 | $265.9M | 0.94% | −491,122−12.3% | Reduced |
| Alliancebernstein L.P. | 3,590,055 | $273.1M | 0.12% | +36,354+1.0% | Added |
| Schroder Investment Management Group | 3,771,917 | $294.9M | 0.45% | +402,496+11.9% | Added |
| Canada Pension Plan Investment Board | 4,046,170 | $307.8M | 0.51% | −89,700−2.2% | Reduced |
| Deutsche Bank AG | 4,274,711 | $325.1M | 0.18% | −623,316−12.7% | Reduced |
| Amundi | 4,412,823 | $330.1M | 0.26% | +521,087+13.4% | Added |
| LSV Asset Management | 4,346,316 | $330.6M | 0.71% | −266,479−5.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,531,055 | $344.6M | 0.27% | +190,551+4.4% | Added |
| Citigroup Inc | 4,655,846 | $354.1M | 0.47% | +1,068,523+29.8% | Added |
| Principal Financial Group Inc | 4,858,720 | $369.6M | 0.27% | −44,671−0.9% | Reduced |
| Capital World Investors | 4,914,772 | $373.8M | 0.08% | 00.0% | Unchanged |
| Morgan Stanley | 4,917,316 | $374.0M | 0.05% | +4,783,552+3,576.1% | Added |
| Ontario Teachers Pension Plan Board | 5,057,620 | $384.7M | 5.38% | −110,698−2.1% | Reduced |
| Wells Fargo & Company | 5,128,990 | $390.1M | 0.13% | −785,771−13.3% | Reduced |
| Royal Bank of Canada | 5,131,676 | $390.3M | 0.12% | +446,715+9.5% | Added |
| Credit Suisse AG | 5,543,155 | $421.6M | 0.44% | +1,158,383+26.4% | Added |
| UBS Asset Management Americas Inc | 6,163,637 | $468.8M | 0.25% | +539,483+9.6% | Added |
| UBS Group AG | 6,168,026 | $469.1M | 0.24% | −937,686−13.2% | Reduced |
| Charles Schwab Investment Management Inc | 7,020,999 | $534.0M | 0.19% | −53,399−0.8% | Reduced |
| Bank of Montreal | 6,805,240 | $537.6M | 0.38% | +13,357+0.2% | Added |
| Primecap Management Co | 8,049,204 | $612.2M | 0.55% | −335,960−4.0% | Reduced |
| Janus Henderson Group PLC | 8,601,358 | $654.2M | 0.45% | −3,398,999−28.3% | Reduced |
| Goldman Sachs Group Inc | 9,802,545 | $745.6M | 0.22% | −1,679,532−14.6% | Reduced |
| Legal & General Group Plc | 9,955,509 | $757.2M | 0.27% | +166,221+1.7% | Added |
| Invesco Ltd. | 10,041,441 | $763.8M | 0.23% | +108,522+1.1% | Added |
| Dimensional Fund Advisors LP | 10,093,285 | $767.7M | 0.28% | −68,032−0.7% | Reduced |
| Franklin Resources Inc | 10,389,587 | $790.2M | 0.39% | +1,566,606+17.8% | Added |
| Fisher Asset Management, LLC | 10,901,931 | $829.2M | 0.59% | +132,655+1.2% | Added |
| Manufacturers Life Insurance Company, The | 11,145,851 | $847.8M | 0.59% | −26,888−0.2% | Reduced |
| Nuveen Asset Management, LLC | 11,740,270 | $893.0M | 0.35% | −1,219,461−9.4% | Reduced |
| Bank of New York Mellon Corp | 13,562,977 | $1.03B | 0.24% | +351,632+2.7% | Added |
| Northern Trust Corp | 13,958,967 | $1.06B | 0.23% | −371,996−2.6% | Reduced |
| Eagle Capital Management LLC | 13,978,885 | $1.06B | 4.63% | −149,243−1.1% | Reduced |
| Price T Rowe Associates Inc | 14,038,523 | $1.07B | 0.13% | −2,615,917−15.7% | Reduced |
| Norges Bank | 14,661,870 | $1.12B | 0.29% | −1,016,613−6.5% | Reduced |
| Ameriprise Financial Inc | 16,996,283 | $1.29B | 0.45% | −1,302,322−7.1% | Reduced |
| Massachusetts Financial Services Co | 21,485,041 | $1.63B | 0.56% | −567,807−2.6% | Reduced |
| Capital International Investors | 22,709,742 | $1.73B | 0.47% | +1,952,811+9.4% | Added |
| Geode Capital Management, LLC | 23,698,908 | $1.80B | 0.26% | +59,327+0.3% | Added |
| Bank of America Corp | 24,155,014 | $1.84B | 0.23% | −1,592,879−6.2% | Reduced |
| Capital Research Global Investors | 27,236,410 | $2.07B | 0.65% | +597,886+2.2% | Added |
| FMR LLC | 27,252,735 | $2.07B | 0.21% | −7,113,036−20.7% | Reduced |