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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 147,018 | $11.2M | 0.25% | −59,169−28.7% | Reduced |
| Peapack Gladstone Financial Corp | 146,948 | $11.2M | 0.26% | −15,835−9.7% | Reduced |
| Rockefeller Capital Management L.P. | 146,221 | $11.1M | 0.06% | +30,272+26.1% | Added |
| Grand Jean Capital Management Inc | 145,676 | $11.1M | 4.44% | −844−0.6% | Reduced |
| Nissay Asset Management Corp | 145,598 | $11.1M | 0.11% | −6,569−4.3% | Reduced |
| Captrust Financial Advisors | 145,244 | $11.0M | 0.07% | +18,488+14.6% | Added |
| Regentatlantic Capital LLC | 144,733 | $11.0M | 0.36% | −744−0.5% | Reduced |
| Socorro Asset Management LP | 144,153 | $11.0M | 3.90% | −25,372−15.0% | Reduced |
| Hartford Investment Management Co | 141,507 | $10.8M | 0.33% | +142+0.1% | Added |
| Bank of the West | 140,770 | $10.7M | 1.36% | −1,229−0.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 139,059 | $10.6M | 0.44% | +543+0.4% | Added |
| Oppenheimer & Co Inc | 138,429 | $10.5M | 0.23% | +38,454+38.5% | Added |
| Scotia Capital Inc. | 137,589 | $10.5M | 0.08% | −20,122−12.8% | Reduced |
| Advisors Asset Management, Inc. | 137,410 | $10.5M | 0.19% | +137,410 | New |
| Acadian Asset Management LLC | 136,313 | $10.4M | 0.05% | −48,110−26.1% | Reduced |
| Burney Co | 134,313 | $10.2M | 0.54% | −1,999−1.5% | Reduced |
| Prana Capital Management, LP | 132,703 | $10.1M | 0.77% | +132,703 | New |
| Marshall Wace, LLP | 132,300 | $10.1M | 0.02% | +132,300 | New |
| Edge Capital Group, LLC | 131,468 | $10.0M | 0.95% | +1,871+1.4% | Added |
| Xponance, Inc. | 131,189 | $9.98M | 0.20% | −44,414−25.3% | Reduced |
| Crestwood Advisors Group LLC | 130,227 | $9.90M | 0.33% | −186−0.1% | Reduced |
| Telos Capital Management, Inc. | 129,819 | $9.87M | 1.51% | −94−0.1% | Reduced |
| Creative Planning | 128,768 | $9.79M | 0.02% | +7,165+5.9% | Added |
| Bokf, NA | 128,407 | $9.77M | 0.19% | −546−0.4% | Reduced |
| PEAK6 Investments LLC | 120,065 | $9.73M | 0.22% | −20,499−14.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 126,150 | $9.60M | 0.15% | −1,500−1.2% | Reduced |
| Brightworth | 125,169 | $9.52M | 1.02% | +700+0.6% | Added |
| General Pension Society PZU Joint Stock Co | 124,369 | $9.46M | 4.23% | 00.0% | Unchanged |
| Tweedy, Browne Co LLC | 122,670 | $9.33M | 0.38% | −103,720−45.8% | Reduced |
| Grassi Investment Management | 121,275 | $9.22M | 1.23% | +750+0.6% | Added |
| Capstone Investment Advisors, LLC | 120,350 | $9.15M | 0.21% | −86,355−41.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 119,974 | $9.13M | 0.04% | +32,974+37.9% | Added |
| Argent Trust Co | 118,766 | $9.03M | 0.62% | +8,337+7.5% | Added |
| BTC Capital Management, Inc. | 118,564 | $9.00M | 1.10% | +2,584+2.2% | Added |
| Cullinan Associates Inc | 118,228 | $8.99M | 0.55% | +57,562+94.9% | Added |
| Stamos Capital Partners, L.P. | 115,890 | $8.81M | 2.67% | +16,970+17.2% | Added |
| Securian Asset Management, Inc | 115,872 | $8.81M | 0.21% | −2,187−1.9% | Reduced |
| Amica Mutual Insurance Co | 115,134 | $8.76M | 1.11% | 00.0% | Unchanged |
| Winslow Capital Management, LLC | 114,553 | $8.71M | 0.05% | +24,041+26.6% | Added |
| National Bank of Canada | 114,343 | $8.69M | 0.05% | −239,885−67.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 112,542 | $8.56M | 0.01% | −175,816−61.0% | Reduced |
| Westpac Banking Corp | 110,962 | $8.44M | 0.11% | −739−0.7% | Reduced |
| Oregon Public Employees Retirement Fund | 110,416 | $8.40M | 0.13% | −222,673−66.9% | Reduced |
| Fred Alger Management, LLC | 109,632 | $8.34M | 0.04% | +4,155+3.9% | Added |
| Polar Capital Holdings Plc | 108,942 | $8.29M | 0.06% | +8,384+8.3% | Added |
| Appleton Partners Inc | 107,862 | $8.20M | 0.78% | +2,606+2.5% | Added |
| Private Capital Advisors, Inc. | 107,519 | $8.18M | 1.38% | −260−0.2% | Reduced |
| Pinebridge Investments, L.P. | 107,403 | $8.17M | 0.10% | −172,726−61.7% | Reduced |
| Ziegler Capital Management, LLC | 106,752 | $8.12M | 0.33% | −1,744−1.6% | Reduced |
| FineMark National Bank & Trust | 106,681 | $8.11M | 0.37% | +241+0.2% | Added |
| Banco Santander, S.A. | 106,513 | $8.10M | 0.11% | −4,499−4.1% | Reduced |
| Capula Management Ltd | 106,485 | $8.10M | 1.14% | +106,485 | New |
| Verition Fund Management LLC | 105,987 | $8.06M | 0.17% | −18,877−15.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 105,612 | $8.03M | 0.70% | +1,720+1.7% | Added |
| Elo Mutual Pension Insurance Co | 105,306 | $8.01M | 0.27% | +6,285+6.3% | Added |
| Twin Tree Management, LP | 105,026 | $7.99M | 0.15% | −32,071−23.4% | Reduced |
| Core Alternative Capital | 104,201 | $7.92M | 1.87% | +17,636+20.4% | Added |
| Cornerstone Advisors, LLC | 104,000 | $7.91M | 0.41% | +104,000 | New |
| Kentucky Retirement Systems | 103,864 | $7.90M | 0.33% | +13,506+14.9% | Added |
| Alberta Investment Management Corp | 102,300 | $7.78M | 0.06% | −32,700−24.2% | Reduced |
| Interval Partners, LP | 102,254 | $7.78M | 0.55% | +102,254 | New |
| Flputnam Investment Management Co | 101,779 | $7.74M | 0.28% | −7,677−7.0% | Reduced |
| Ashfield Capital Partners, LLC | 100,633 | $7.65M | 0.60% | −951−0.9% | Reduced |
| Brinker Capital Investments, LLC | 99,541 | $7.57M | 0.14% | −20,678−17.2% | Reduced |
| Daiwa Securities Group Inc. | 93,196 | $7.53M | 0.06% | +4,251+4.8% | Added |
| Maryland State Retirement & Pension System | 98,319 | $7.48M | 0.24% | −4,228−4.1% | Reduced |
| Wealthfront Advisers LLC | 98,206 | $7.47M | 0.04% | +429+0.4% | Added |
| Kestra Advisory Services, LLC | 97,875 | $7.44M | 0.08% | −6,006−5.8% | Reduced |
| Dowling & Yahnke LLC | 95,999 | $7.30M | 0.34% | +1,389+1.5% | Added |
| Louisiana State Employees Retirement System | 88,600 | $7.23M | 0.19% | −900−1.0% | Reduced |
| Hennessy Advisors Inc | 94,600 | $7.20M | 0.43% | −500−0.5% | Reduced |
| Ieq Capital, LLC | 94,441 | $7.18M | 0.22% | −13,071−12.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 92,378 | $7.03M | 0.17% | +5,734+6.6% | Added |
| American Assets Investment Management, LLC | 92,000 | $7.00M | 0.87% | 00.0% | Unchanged |
| Ethic Inc. | 91,347 | $6.95M | 0.48% | +8,203+9.9% | Added |
| Knights of Columbus Asset Advisors LLC | 90,531 | $6.89M | 0.69% | −7,355−7.5% | Reduced |
| Becker Capital Management Inc | 90,500 | $6.88M | 0.33% | −2,072−2.2% | Reduced |
| Telemus Capital, LLC | 89,900 | $6.84M | 0.66% | −1,549−1.7% | Reduced |
| Quadrature Capital Ltd | 89,687 | $6.83M | 0.28% | +89,687 | New |
| White Pine Investment CO | 89,260 | $6.79M | 2.68% | −540−0.6% | Reduced |
| SG Americas Securities, LLC | 89,239 | $6.79M | 0.09% | +31,463+54.5% | Added |
| Norinchukin Bank, The | 88,990 | $6.77M | 0.13% | +29,841+50.5% | Added |
| Leuthold Group, LLC | 88,980 | $6.77M | 0.96% | −36,136−28.9% | Reduced |
| D.A. Davidson & Co. | 88,948 | $6.76M | 0.08% | +7,742+9.5% | Added |
| RNC Capital Management LLC | 88,510 | $6.73M | 0.38% | −529,250−85.7% | Reduced |
| HRT Financial LP | 88,417 | $6.72M | 0.07% | +30,286+52.1% | Added |
| Brown Advisory Inc | 88,272 | $6.71M | 0.01% | −280.0% | Reduced |
| Montag A & Associates Inc | 87,245 | $6.64M | 0.43% | −5,297−5.7% | Reduced |
| Gradient Investments LLC | 85,936 | $6.54M | 0.19% | +11,684+15.7% | Added |
| Prospera Financial Services Inc | 84,983 | $6.46M | 0.33% | −394−0.5% | Reduced |
| Capital Analysts, LLC | 84,693 | $6.44M | 0.45% | +3,627+4.5% | Added |
| McGuire Investment Group, LLC | 84,143 | $6.40M | 1.38% | −286−0.3% | Reduced |
| YHB Investment Advisors, Inc. | 84,094 | $6.40M | 0.67% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 81,604 | $6.38M | 0.20% | −33,248−28.9% | Reduced |
| Point72 Europe (London) LLP | 83,100 | $6.32M | 1.98% | +83,100 | New |
| Metropolitan Life Insurance Co | 82,845 | $6.30M | 0.28% | −3,180−3.7% | Reduced |
| Oak Harvest Investment Services | 82,394 | $6.27M | 1.69% | +4,785+6.2% | Added |
| PFS Investments Inc. | 82,306 | $6.26M | 0.13% | −230,866−73.7% | Reduced |
| Hourglass Capital, LLC | 81,832 | $6.22M | 2.20% | −1,930−2.3% | Reduced |
| Burns J W & Co Inc | 81,333 | $6.19M | 1.17% | −959−1.2% | Reduced |