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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 337,674 | $25.7M | 1.30% | −21,313−5.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 334,871 | $25.5M | 2.11% | +8,152+2.5% | Added |
| Teacher Retirement System of Texas | 331,759 | $25.2M | 0.17% | −153,095−31.6% | Reduced |
| Bessemer Group Inc | 331,290 | $25.2M | 0.06% | −2,702,878−89.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 330,547 | $25.1M | 0.38% | +1,094+0.3% | Added |
| Janney Montgomery Scott LLC | 326,334 | $25.1M | 0.11% | −51,900−13.7% | Reduced |
| Simplex Trading, LLC | 327,504 | $24.9M | 0.82% | +236,567+260.1% | Added |
| USS Investment Management Ltd | 326,303 | $24.8M | 0.26% | −26,441−7.5% | Reduced |
| Forsta Ap-Fonden | 323,563 | $24.6M | 0.32% | +42,800+15.2% | Added |
| CIBC World Markets Corp | 315,124 | $24.0M | 0.23% | −17,488−5.3% | Reduced |
| ProShare Advisors LLC | 297,479 | $22.6M | 0.08% | −117,876−28.4% | Reduced |
| Chilton Capital Management LLC | 297,138 | $22.6M | 1.38% | +18,724+6.7% | Added |
| Keybank National Association | 286,013 | $21.8M | 0.11% | −5,953−2.0% | Reduced |
| CIBC World Markets Inc. | 284,926 | $21.7M | 0.09% | −26,930−8.6% | Reduced |
| Citadel Advisors LLC | 275,439 | $20.9M | 0.03% | −519,356−65.3% | Reduced |
| Putnam Investments LLC | 274,275 | $20.9M | 0.04% | −7,150−2.5% | Reduced |
| Gabelli Funds LLC | 273,574 | $20.8M | 0.16% | −200−0.1% | Reduced |
| Argent Capital Management LLC | 270,413 | $20.6M | 0.78% | −4,373−1.6% | Reduced |
| Bollard Group LLC | 268,686 | $20.4M | 0.83% | +2,161+0.8% | Added |
| Moody Lynn & Lieberson, LLC | 267,514 | $20.3M | 1.83% | +31,111+13.2% | Added |
| Swiss Life Asset Management Ltd | 265,103 | $20.2M | 0.33% | +15,092+6.0% | 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 |
| Handelsbanken Fonder AB | 265,044 | $20.2M | 0.13% | +11,226+4.4% | Added |
| Gamco Investors, Inc. Et Al | 261,197 | $19.9M | 0.22% | −4,885−1.8% | Reduced |
| Comerica Bank | 243,125 | $19.9M | 0.16% | +3,490+1.5% | Added |
| LGT Capital Partners Ltd. | 259,140 | $19.7M | 0.60% | +28,530+12.4% | Added |
| Ossiam | 258,815 | $19.7M | 0.59% | −58,805−18.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 258,956 | $19.7M | 0.14% | −6,258−2.4% | Reduced |
| Blue Chip Partners, Inc. | 256,737 | $19.5M | 2.49% | +7,031+2.8% | Added |
| RMB Capital Management, LLC | 256,620 | $19.5M | 0.67% | +7,597+3.1% | Added |
| Heritage Investors Management Corp | 253,367 | $19.3M | 0.90% | +8,330+3.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 249,133 | $18.9M | 0.24% | −97,000−28.0% | Reduced |
| Baird Financial Group, Inc. | 246,143 | $18.7M | 0.05% | −60,494−19.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 243,311 | $18.5M | 0.39% | −979,600−80.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 240,000 | $18.3M | 0.05% | +55,342+30.0% | Added |
| ING Groep NV | 238,342 | $18.1M | 0.21% | −251,568−51.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 235,988 | $17.9M | 0.05% | +29,692+14.4% | Added |
| Chartwell Investment Partners, LLC | 234,029 | $17.8M | 0.71% | −16,764−6.7% | Reduced |
| Cubist Systematic Strategies, LLC | 230,441 | $17.5M | 0.13% | +23,049+11.1% | Added |
| CIBC Asset Management Inc | 230,271 | $17.5M | 0.07% | +11,287+5.2% | Added |
| IFM Investors Pty Ltd | 229,158 | $17.4M | 0.31% | +11,709+5.4% | Added |
| Utah Retirement Systems | 227,668 | $17.3M | 0.28% | −8,400−3.6% | Reduced |
| Maple Capital Management, Inc. | 227,261 | $17.3M | 2.28% | +10,400+4.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 226,187 | $17.2M | 0.04% | −13,368−5.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 226,055 | $17.2M | 0.90% | +599+0.3% | Added |
| Crossmark Global Holdings, Inc. | 222,550 | $16.9M | 0.44% | −2,673−1.2% | Reduced |
| Yousif Capital Management, LLC | 222,074 | $16.9M | 0.22% | −7,555−3.3% | Reduced |
| Tiaa, FSB | 221,632 | $16.9M | 0.07% | +12,226+5.8% | Added |
| Gulf International Bank (UK) Ltd | 214,773 | $16.8M | 0.30% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 220,207 | $16.7M | 0.09% | −1,361−0.6% | Reduced |
| Mutual of America Capital Management LLC | 220,056 | $16.7M | 0.21% | +383+0.2% | Added |
| New York Life Investment Management LLC | 220,022 | $16.7M | 0.19% | +220,022 | New |
| Northwestern Mutual Wealth Management Co | 219,737 | $16.7M | 0.03% | −135,456−38.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 217,583 | $16.6M | 0.03% | +132,452+155.6% | Added |
| State of Alaska, Department of Revenue | 217,418 | $16.5M | 0.20% | +3,975+1.9% | Added |
| 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 |
| Loomis Sayles & Co L P | 215,569 | $16.4M | 0.03% | −127,991−37.3% | Reduced |
| Adams Diversified Equity Fund, Inc. | 214,800 | $16.3M | 0.78% | +54,200+33.7% | Added |
| Mark Asset Management LP | 210,620 | $16.0M | 3.88% | −4,292−2.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 208,350 | $15.8M | 3.81% | −783−0.4% | Reduced |
| Bailard, Inc. | 207,569 | $15.8M | 0.62% | +28,888+16.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 205,000 | $15.6M | 0.24% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 203,757 | $15.5M | 0.17% | +14,079+7.4% | Added |
| Diamond Hill Capital Management Inc | 202,252 | $15.4M | 0.07% | 00.0% | Unchanged |
| Hosking Partners LLP | 202,153 | $15.4M | 0.61% | −38,959−16.2% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 198,789 | $15.1M | 1.05% | +17,433+9.6% | Added |
| LVM Capital Management Ltd | 198,240 | $15.1M | 2.19% | +11,094+5.9% | Added |
| Earnest Partners LLC | 196,849 | $15.0M | 0.10% | +5,232+2.7% | Added |
| Guggenheim Capital LLC | 195,044 | $14.8M | 0.12% | −67,114−25.6% | Reduced |
| Abner Herrman & Brock LLC | 191,415 | $14.6M | 2.51% | −13,177−6.4% | Reduced |
| TPI Fund Managers Ltd | 188,705 | $14.4M | 2.40% | −5,280−2.7% | Reduced |
| Matrix Asset Advisors Inc | 188,398 | $14.3M | 2.20% | +32,335+20.7% | Added |
| Texas Permanent School Fund | 184,382 | $14.0M | 0.22% | +508+0.3% | Added |
| Bridgecreek Investment Management, LLC | 184,280 | $14.0M | 2.91% | −1,925−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 181,062 | $13.8M | 0.14% | +177,362+4,793.6% | Added |
| Pacific Heights Asset Management LLC | 180,000 | $13.7M | 1.39% | +10,000+5.9% | Added |
| NorthCrest Asset Manangement, LLC | 179,284 | $13.6M | 0.70% | +21,248+13.4% | Added |
| Liontrust Investment Partners LLP | 177,000 | $13.5M | 0.19% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 175,871 | $13.4M | 0.08% | +121+0.1% | Added |
| Blair William & Co | 174,859 | $13.3M | 0.06% | −39,108−18.3% | Reduced |
| Sit Investment Associates Inc | 173,015 | $13.2M | 0.40% | −11,360−6.2% | Reduced |
| Payden & Rygel | 171,800 | $13.1M | 0.78% | −55,700−24.5% | Reduced |
| Erste Asset Management GmbH | 166,593 | $13.0M | 0.29% | +10,784+6.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 169,450 | $12.9M | 0.07% | +26,390+18.4% | Added |
| Wesbanco Bank Inc | 166,266 | $12.6M | 0.56% | −55,799−25.1% | Reduced |
| Mercer Global Advisors Inc | 163,564 | $12.4M | 0.08% | −17,289−9.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 162,513 | $12.4M | 0.20% | −559−0.3% | Reduced |
| APG Asset Management N.V. | 167,576 | $12.2M | 0.03% | −16,800−9.1% | Reduced |
| ExodusPoint Capital Management, LP | 159,117 | $12.1M | 0.17% | +66,692+72.2% | Added |
| Gratus Capital LLC | 158,166 | $12.0M | 1.35% | +8,756+5.9% | Added |
| Pittenger & Anderson Inc | 157,629 | $12.0M | 0.70% | −5,687−3.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 156,203 | $11.9M | 0.22% | +63,216+68.0% | Added |
| British Columbia Investment Management Corp | 155,095 | $11.8M | 0.11% | −52,917−25.4% | Reduced |
| MML Investors Services, LLC | 154,976 | $11.8M | 0.09% | −4,733−3.0% | Reduced |
| Wade G W & Inc | 150,946 | $11.5M | 0.52% | +221+0.1% | Added |
| Achmea Investment Management B.V. | 149,960 | $11.4M | 0.37% | +15,534+11.6% | Added |
| Man Group plc | – | $11.3M | 0.05% | – | – |
| Shelton Capital Management | 147,602 | $11.2M | 0.51% | +29,102+24.6% | Added |