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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 42,489,308 | $3.23B | 0.48% | +713,595+1.7% | Added |
| Wellington Management Group LLP | 44,327,598 | $3.37B | 0.68% | +6,649,370+17.6% | Added |
| BlackRock Inc. | 94,140,996 | $7.16B | 0.23% | −5,736,476−5.7% | Reduced |
| Vanguard Group Inc | 119,304,205 | $9.07B | 0.26% | −157,971−0.1% | Reduced |
| State Street Corp | 122,701,247 | $9.33B | 0.56% | −7,747,790−5.9% | Reduced |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $28.7B | 100.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,368 | – | – | −198−12.6% | Reduced |
| St. Johns Investment Management Company, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Crake Asset Management LLP | 0 | $0 | 0.00% | −491,158−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −390,874−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −203,274−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −194,900−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −169,747−100.0% | Sold out |
| Loews Corp | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −114,480−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −89,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −86,698−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −85,173−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −81,000−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −78,224−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −69,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −60,624−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −60,600−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −53,794−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −50,351−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −49,028−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −46,749−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −44,674−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −42,090−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −38,421−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −146,022−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −34,367−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −32,205−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −32,125−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −29,157−100.0% | Sold out |
| Next Level Private LLC | 0 | $0 | 0.00% | −26,248−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −21,821−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,524−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −21,092−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −18,369−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −16,598−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −14,244−100.0% | Sold out |
| Oak Asset Management, LLC | 0 | $0 | 0.00% | −15,728−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −13,574−100.0% | Sold out |
| Fractal Investments LLC | 0 | $0 | 0.00% | −13,464−100.0% | Sold out |
| Van Leeuwen & Company, LLC | 0 | $0 | 0.00% | −12,885−100.0% | Sold out |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −12,714−100.0% | Sold out |
| Capital Management Associates | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −10,916−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,402−100.0% | Sold out |
| Odey Holdings Ltd | 0 | $0 | 0.00% | −10,343−100.0% | Sold out |
| Norris Financial Group, LLC | 0 | $0 | 0.00% | −10,214−100.0% | Sold out |
| Sumitomo Mitsui Financial Group, Inc. | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,939−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −7,378−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −7,302−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −7,227−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −7,105−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −7,077−100.0% | Sold out |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −6,613−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −6,713−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −6,380−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −5,437−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −5,370−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −5,112−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,112−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,063−100.0% | Sold out |
| Fort Pitt Capital Group, LLC | 0 | $0 | 0.00% | −4,621−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −4,485−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,449−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −4,434−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −4,253−100.0% | Sold out |
| Frontier Wealth Management LLC | 0 | $0 | 0.00% | −4,352−100.0% | Sold out |
| First Pacific Advisors, LP | 0 | $0 | 0.00% | −4,160−100.0% | Sold out |
| First International Bank & Trust | 0 | $0 | 0.00% | −4,062−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,869−100.0% | Sold out |
| Central Asset Investments & Management Holdings (HK) Ltd | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −3,641−100.0% | Sold out |
| New Century Advisors, LLC | 0 | $0 | 0.00% | −3,580−100.0% | Sold out |
| Intercontinental Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,392−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −3,289−100.0% | Sold out |
| Emfo, LLC | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| West Bancorporation Inc | 0 | $0 | 0.00% | −3,130−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,138−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −3,090−100.0% | Sold out |
| Segment Wealth Management, LLC | 0 | $0 | 0.00% | −3,028−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −3,010−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −2,999−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −2,987−100.0% | Sold out |
| Narus Financial Partners, LLC | 0 | $0 | 0.00% | −2,944−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,858−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −2,813−100.0% | Sold out |
| Reliant Investment Management, LLC | 0 | $0 | 0.00% | −2,795−100.0% | Sold out |
| Rockland Trust Co | 0 | $0 | 0.00% | −2,761−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −2,849−100.0% | Sold out |