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; 2,745 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 | 2,745 | $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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 1,077,563 | $82.0M | 0.07% | −383,774−26.3% | Reduced |
| Truist Financial Corp | 1,070,150 | $81.4M | 0.15% | −57,934−5.1% | Reduced |
| Toronto Dominion Bank | 991,092 | $75.4M | 0.14% | −295,062−22.9% | Reduced |
| RBF Capital, LLC | 810,432 | $70.8M | 4.93% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 923,661 | $70.3M | 0.11% | −293,981−24.1% | Reduced |
| Public Employees Retirement System of Ohio | 911,272 | $69.3M | 0.29% | +99,527+12.3% | Added |
| Epoch Investment Partners, Inc. | 905,971 | $68.9M | 0.40% | −158,352−14.9% | Reduced |
| CIBC Private Wealth Group, LLC | 899,261 | $68.4M | 0.18% | +269,686+42.8% | Added |
| DnB Asset Management AS | 890,351 | $67.7M | 0.48% | −11,759−1.3% | Reduced |
| Russell Investments Group, Ltd. | 881,086 | $67.3M | 0.14% | +160,570+22.3% | Added |
| Calamos Advisors LLC | 884,763 | $67.3M | 0.30% | +6,973+0.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 850,091 | $64.7M | 0.27% | −7,323−0.9% | Reduced |
| Sadoff Investment Management LLC | 831,650 | $63.3M | 4.75% | −8,490−1.0% | Reduced |
| Aristotle Capital Management, LLC | 821,410 | $62.5M | 0.13% | −2100.0% | Reduced |
| Factory Mutual Insurance Co | 805,600 | $61.3M | 1.00% | +2,000+0.2% | Added |
| D. E. Shaw & Co., Inc. | 797,464 | $60.7M | 0.10% | +518,625+186.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 784,713 | $59.7M | 0.15% | +66,342+9.2% | Added |
| Brandywine Global Investment Management, LLC | 783,255 | $59.6M | 0.52% | +82,294+11.7% | Added |
| Balyasny Asset Management LLC | 781,524 | $59.4M | 0.25% | +761,696+3,841.5% | Added |
| State of New Jersey Common Pension Fund D | 781,517 | $59.4M | 0.23% | −8,198−1.0% | Reduced |
| Kames Capital plc | 779,162 | $59.3M | 1.12% | −41,870−5.1% | Reduced |
| Pzena Investment Management LLC | 778,946 | $59.2M | 0.27% | −54,048−6.5% | Reduced |
| Westfield Capital Management Co LP | 773,372 | $58.8M | 0.46% | +14,529+1.9% | Added |
| Storebrand Asset Management AS | 773,149 | $58.8M | 0.33% | +8,091+1.1% | Added |
| Swedbank AB | 760,115 | $57.8M | 0.13% | +54,900+7.8% | Added |
| Voya Investment Management LLC | 757,017 | $57.6M | 0.15% | −35,804−4.5% | Reduced |
| Panagora Asset Management Inc | 753,637 | $57.3M | 0.38% | −138,096−15.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 753,625 | $57.3M | 0.25% | +82,107+12.2% | Added |
| AXA S.A. | 743,197 | $56.5M | 0.21% | +144,455+24.1% | Added |
| Ninety One UK Ltd | 728,400 | $55.4M | 0.16% | −7,523−1.0% | Reduced |
| Clearbridge Investments, LLC | 707,292 | $53.8M | 0.05% | −51,788−6.8% | Reduced |
| Jane Street Group, LLC | 702,067 | $53.4M | 0.11% | −143,886−17.0% | Reduced |
| Avalon Investment & Advisory | 699,206 | $53.2M | 1.50% | +16,450+2.4% | Added |
| LPL Financial LLC | 695,181 | $52.9M | 0.05% | +45,416+7.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 663,045 | $50.4M | 1.12% | −1,529−0.2% | Reduced |
| M&T Bank Corp | 740,001 | $50.3M | 0.24% | +104,727+16.5% | Added |
| Pictet Asset Management SA | 656,517 | $49.9M | 0.07% | −170,634−20.6% | Reduced |
| Public Sector Pension Investment Board | 638,579 | $48.6M | 0.43% | −100,161−13.6% | Reduced |
| Bank of Nova Scotia | 624,310 | $47.5M | 0.11% | −786,395−55.7% | Reduced |
| Laurion Capital Management LP | 618,580 | $47.0M | 1.97% | +618,580 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 606,925 | $46.2M | 0.28% | −107,471−15.0% | Reduced |
| Gateway Investment Advisers LLC | 601,593 | $45.8M | 0.52% | +1,541+0.3% | Added |
| Asset Management One Co.,Ltd. | 592,377 | $45.1M | 0.21% | −31,699−5.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 591,645 | $45.0M | 2.69% | +158,246+36.5% | Added |
| Lazard Freres Gestion S.A.S. | 608,762 | $44.8M | 1.61% | −34,760−5.4% | Reduced |
| STRS Ohio | 573,621 | $43.6M | 0.20% | −1,533−0.3% | Reduced |
| US Bancorp | 560,367 | $42.6M | 0.08% | +76,644+15.8% | Added |
| SEI Investments Co | 556,183 | $42.4M | 0.09% | +125,539+29.2% | Added |
| Treasurer of the State of North Carolina | 557,143 | $42.4M | 0.27% | −6,436−1.1% | Reduced |
| HighTower Advisors, LLC | 551,920 | $42.0M | 0.11% | +26,723+5.1% | Added |
| Candriam Luxembourg S.C.A. | 548,850 | $41.7M | 0.34% | +888+0.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 548,241 | $41.7M | 3.40% | +3,064+0.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 541,191 | $41.2M | 0.24% | +142,832+35.9% | Added |
| Atalanta Sosnoff Capital, LLC | 538,653 | $41.0M | 1.24% | +15,983+3.1% | Added |
| Tesco Pension Investment Ltd | 533,976 | $40.6M | 2.36% | −521,131−49.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 526,477 | $40.0M | 1.48% | −360−0.1% | Reduced |
| TCW Group Inc | 520,262 | $39.6M | 0.52% | −106,755−17.0% | Reduced |
| Standard Life Aberdeen plc | 518,357 | $39.5M | 0.12% | +19,217+3.9% | Added |
| Nisa Investment Advisors, LLC | 515,363 | $39.2M | 0.34% | −23,752−4.4% | Reduced |
| Todd Asset Management LLC | 515,176 | $39.2M | 1.01% | −2,007−0.4% | Reduced |
| Voleon Capital Management LP | 500,000 | $38.0M | 10.86% | +500,000 | New |
| Signature Estate & Investment Advisors LLC | 480,030 | $36.5M | 1.84% | +48,260+11.2% | Added |
| Royal London Asset Management Ltd | 477,869 | $36.4M | 0.17% | −2,568−0.5% | Reduced |
| Umb Bank N A | 478,095 | $36.4M | 0.57% | +6,717+1.4% | Added |
| NFJ Investment Group, LLC | 476,004 | $36.2M | 0.87% | −6,330−1.3% | Reduced |
| Natixis | 472,705 | $36.0M | 0.13% | −426,831−47.5% | Reduced |
| Junto Capital Management LP | 469,546 | $35.7M | 1.06% | −112,008−19.3% | Reduced |
| American International Group, Inc. | 462,966 | $35.2M | 0.24% | −15,878−3.3% | Reduced |
| Rathbone Brothers plc | 452,388 | $34.4M | 0.39% | +38,580+9.3% | Added |
| Walleye Trading LLC | 451,340 | $34.3M | 0.83% | +188,167+71.5% | Added |
| Arrowstreet Capital, Limited Partnership | 445,483 | $33.9M | 0.05% | +445,483 | New |
| Aviva PLC | 441,827 | $33.6M | 0.18% | +22,505+5.4% | Added |
| Mariner, LLC | 439,187 | $33.4M | 0.14% | +25,148+6.1% | Added |
| Voloridge Investment Management, LLC | 436,308 | $33.2M | 0.17% | +43,918+11.2% | Added |
| Pinnacle Associates Ltd | 434,881 | $33.1M | 0.72% | +83,340+23.7% | Added |
| Qube Research & Technologies Ltd | 433,740 | $33.0M | 0.25% | −294,642−40.5% | Reduced |
| GWM Advisors LLC | 428,855 | $32.6M | 0.56% | +28,366+7.1% | Added |
| TD Waterhouse Canada Inc. | 383,007 | $31.3M | 0.35% | +51,515+15.5% | Added |
| Rafferty Asset Management, LLC | 405,696 | $30.9M | 0.28% | −260,558−39.1% | Reduced |
| Oppenheimer Asset Management Inc. | 403,688 | $30.7M | 0.51% | −58,313−12.6% | Reduced |
| Abeille Asset Management SA | 402,003 | $30.6M | 1.08% | +83,781+26.3% | Added |
| Edgar Lomax Co | 394,430 | $30.0M | 1.88% | +10,765+2.8% | Added |
| Boston Common Asset Management, LLC | 386,644 | $29.4M | 1.47% | +47,282+13.9% | Added |
| Fiduciary Trust Co | 380,531 | $28.9M | 0.61% | +437+0.1% | Added |
| State of Michigan Retirement System | 377,526 | $28.7M | 0.20% | +19,900+5.6% | Added |
| MetLife Investment Management | 374,411 | $28.5M | 0.22% | −9,414−2.5% | Reduced |
| Clark Capital Management Group, Inc. | 371,969 | $28.3M | 0.37% | −485,004−56.6% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $28.1M | 1.77% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 367,705 | $28.0M | 1.21% | −58,016−13.6% | Reduced |
| Arizona State Retirement System | 366,519 | $27.9M | 0.27% | −2,770−0.8% | Reduced |
| Bridgewater Associates, LP | 365,090 | $27.8M | 0.12% | +50,488+16.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 357,312 | $27.2M | 1.12% | −5,952−1.6% | Reduced |
| Nomura Asset Management Co Ltd | 354,868 | $27.0M | 0.17% | +8,506+2.5% | Added |
| Commonwealth Equity Services, LLC | 353,958 | $26.9M | 0.07% | +4,305+1.2% | Added |
| Employees Retirement System of Texas | 349,000 | $26.5M | 0.38% | 00.0% | Unchanged |
| Amalgamated Bank | 343,564 | $26.1M | 0.24% | −7,259−2.1% | Reduced |
| Bridger Management, LLC | 342,214 | $26.0M | 5.87% | −32,378−8.6% | Reduced |
| Polaris Wealth Advisory Group, LLC | 342,123 | $26.0M | 2.08% | +342,123 | New |
| Worldquant Millennium Advisors LLC | 341,843 | $26.0M | 0.74% | 00.0% | Unchanged |
| Tredje AP-fonden | 340,507 | $25.9M | 0.65% | −24,000−6.6% | Reduced |