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, Q3 2022
Institutional positions in Morgan Stanley as of Sep 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
- 1,586
- +2 vs. Q2 2022
- Shares held
- 1.43B
- −14.2M (−1.0%) vs. Q2 2022
- Total value
- $112.7B
- +$3.12B (+2.8%) vs. Q2 2022
- New holders
- 108
- 637 more added
- Sold out
- 106
- 609 more reduced
23 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $218.1B |
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $29.8B | 100.00% | 00.0% | Unchanged |
| State Street Corp | 121,341,253 | $9.59B | 0.61% | −1,359,994−1.1% | Reduced |
| Vanguard Group Inc | 113,663,163 | $8.98B | 0.26% | −5,641,042−4.7% | Reduced |
| BlackRock Inc. | 90,370,009 | $7.14B | 0.24% | −3,770,987−4.0% | Reduced |
| Wellington Management Group LLP | 49,209,446 | $3.89B | 0.83% | +4,881,848+11.0% | Added |
| JPMorgan Chase & Co | 43,722,452 | $3.45B | 0.53% | +1,233,144+2.9% | Added |
| Capital Research Global Investors | 28,456,871 | $2.25B | 0.74% | +1,220,461+4.5% | Added |
| FMR LLC | 25,670,203 | $2.03B | 0.21% | −1,582,532−5.8% | Reduced |
| Capital International Investors | 23,931,378 | $1.89B | 0.55% | +1,221,636+5.4% | Added |
| Bank of America Corp | 23,202,669 | $1.83B | 0.24% | −952,345−3.9% | Reduced |
| Geode Capital Management, LLC | 23,160,476 | $1.83B | 0.28% | −538,432−2.3% | Reduced |
| Massachusetts Financial Services Co | 21,340,359 | $1.69B | 0.63% | −144,682−0.7% | Reduced |
| Fisher Asset Management, LLC | 18,416,436 | $1.46B | 1.09% | +7,514,505+68.9% | Added |
| Capital World Investors | 16,201,785 | $1.28B | 0.29% | +11,287,013+229.7% | Added |
| Ameriprise Financial Inc | 15,265,542 | $1.21B | 0.45% | −1,730,741−10.2% | Reduced |
| Northern Trust Corp | 13,513,842 | $1.07B | 0.24% | −445,125−3.2% | Reduced |
| Bank of New York Mellon Corp | 13,235,217 | $1.05B | 0.25% | −327,760−2.4% | Reduced |
| Eagle Capital Management LLC | 12,611,416 | $996.4M | 4.54% | −1,367,469−9.8% | Reduced |
| Nuveen Asset Management, LLC | 11,319,153 | $894.3M | 0.36% | −421,117−3.6% | Reduced |
| Norges Bank | 11,101,124 | $877.1M | 0.23% | −3,560,746−24.3% | Reduced |
| Manufacturers Life Insurance Company, The | 10,943,217 | $864.6M | 0.60% | −202,634−1.8% | Reduced |
| Price T Rowe Associates Inc | 10,358,018 | $819.0M | 0.13% | −3,680,505−26.2% | Reduced |
| Goldman Sachs Group Inc | 10,096,169 | $797.7M | 0.23% | +293,624+3.0% | Added |
| Invesco Ltd. | 9,736,090 | $769.2M | 0.25% | −305,351−3.0% | Reduced |
| Franklin Resources Inc | 9,646,450 | $762.2M | 0.42% | −743,137−7.2% | Reduced |
| Dimensional Fund Advisors LP | 9,545,684 | $754.3M | 0.29% | −547,601−5.4% | Reduced |
| Legal & General Group Plc | 9,350,315 | $738.8M | 0.29% | −605,194−6.1% | Reduced |
| Charles Schwab Investment Management Inc | 8,385,505 | $662.5M | 0.24% | +1,364,506+19.4% | Added |
| Janus Henderson Group PLC | 8,203,779 | $648.2M | 0.49% | −397,579−4.6% | Reduced |
| Bank of Montreal | 6,429,318 | $545.7M | 0.43% | −375,922−5.5% | Reduced |
| UBS Group AG | 6,682,486 | $528.0M | 0.30% | +514,460+8.3% | Added |
| UBS Asset Management Americas Inc | 5,366,861 | $424.0M | 0.24% | −796,776−12.9% | Reduced |
| Principal Financial Group Inc | 5,310,191 | $419.6M | 0.33% | +451,471+9.3% | Added |
| Primecap Management Co | 5,248,961 | $414.7M | 0.40% | −2,800,243−34.8% | Reduced |
| Royal Bank of Canada | 5,220,603 | $412.5M | 0.14% | +88,927+1.7% | Added |
| Wells Fargo & Company | 4,994,205 | $394.6M | 0.14% | −134,785−2.6% | Reduced |
| Morgan Stanley | 4,672,873 | $369.2M | 0.05% | −244,443−5.0% | Reduced |
| Amundi | 4,320,138 | $356.9M | 0.21% | −92,685−2.1% | Reduced |
| Credit Suisse AG | 4,496,691 | $355.3M | 0.40% | −1,046,464−18.9% | Reduced |
| Citigroup Inc | 4,390,452 | $346.9M | 0.49% | −265,394−5.7% | Reduced |
| Deutsche Bank AG | 4,357,545 | $344.3M | 0.21% | +82,834+1.9% | Added |
| LSV Asset Management | 4,285,276 | $338.6M | 0.80% | −61,040−1.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,131,358 | $326.4M | 0.27% | −399,697−8.8% | Reduced |
| Barclays PLC | 3,991,915 | $315.4M | 0.35% | +588,983+17.3% | Added |
| Lord, Abbett & Co. LLC | 3,693,235 | $291.8M | 1.07% | +197,428+5.6% | Added |
| Schroder Investment Management Group | 3,610,290 | $285.2M | 0.47% | −161,627−4.3% | Reduced |
| Canada Pension Plan Investment Board | 3,535,454 | $279.3M | 0.47% | −510,716−12.6% | Reduced |
| Fayez Sarofim & Co | 3,411,157 | $269.5M | 1.06% | −550.0% | Reduced |
| Alliancebernstein L.P. | 3,399,486 | $268.6M | 0.13% | −190,569−5.3% | Reduced |
| Neuberger Berman Group LLC | 3,183,121 | $251.5M | 0.26% | +1,757,682+123.3% | Added |
| TD Asset Management Inc | 3,014,627 | $240.7M | 0.30% | −375,798−11.1% | Reduced |
| California Public Employees Retirement System | 2,913,934 | $230.2M | 0.21% | +391,794+15.5% | Added |
| Cullen Capital Management LLC | 2,892,843 | $228.6M | 2.45% | +14,966+0.5% | Added |
| FIL Ltd | 2,780,027 | $219.7M | 0.28% | −26,802−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,701,889 | $213.5M | 0.22% | +81,439+3.1% | Added |
| Nordea Investment Management AB | 2,567,294 | $206.5M | 0.33% | −212,603−7.6% | Reduced |
| First Republic Investment Management, Inc. | 2,544,565 | $201.0M | 0.53% | +91,083+3.7% | Added |
| Toronto Dominion Bank | 2,500,681 | $197.5M | 0.35% | +1,509,589+152.3% | Added |
| Rhumbline Advisers | 2,444,913 | $193.2M | 0.29% | +73,213+3.1% | Added |
| HSBC Holdings PLC | 2,272,489 | $181.0M | 0.33% | +314,045+16.0% | Added |
| New York State Common Retirement Fund | 2,281,009 | $180.2M | 0.26% | −850,830−27.2% | Reduced |
| California State Teachers Retirement System | 2,188,319 | $172.9M | 0.29% | −60,899−2.7% | Reduced |
| First Trust Advisors LP | 2,142,629 | $169.3M | 0.22% | −298,788−12.2% | Reduced |
| AMF Pensionsforsakring AB | 1,994,908 | $157.8M | 1.87% | −436,909−18.0% | Reduced |
| Ensign Peak Advisors, Inc | 1,949,318 | $154.0M | 0.38% | +68,985+3.7% | Added |
| Focused Investors LLC | 1,948,000 | $153.9M | 5.51% | −33,500−1.7% | Reduced |
| National Pension Service | 1,887,884 | $150.8M | 0.31% | +30,990+1.7% | Added |
| Fifth Third Bancorp | 1,896,484 | $149.8M | 0.78% | +10,893+0.6% | Added |
| Macquarie Group Ltd | 1,846,127 | $145.9M | 0.18% | +202,553+12.3% | Added |
| Prudential Financial Inc | 1,796,793 | $142.0M | 0.24% | −681,066−27.5% | Reduced |
| KBC Group NV | 1,789,521 | $141.4M | 0.73% | −318,563−15.1% | Reduced |
| Jane Street Group, LLC | 1,774,024 | $140.2M | 0.27% | +1,071,957+152.7% | Added |
| Eaton Vance Management | 1,709,520 | $135.1M | 0.20% | −319,385−15.7% | Reduced |
| New York State Teachers Retirement System | 1,601,793 | $126.6M | 0.33% | −77,075−4.6% | Reduced |
| Thrivent Financial for Lutherans | 1,510,555 | $119.4M | 0.33% | +2,837+0.2% | Added |
| State Board of Administration of Florida Retirement System | 1,460,025 | $115.4M | 0.30% | −44,864−3.0% | Reduced |
| Korea Investment CORP | 1,406,065 | $111.1M | 0.34% | +36,956+2.7% | Added |
| Caisse de Depot Et Placement du Quebec | 1,390,483 | $109.9M | 0.33% | +1,150,483+479.4% | Added |
| Envestnet Asset Management Inc | 1,350,311 | $106.7M | 0.06% | −7,505−0.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,349,334 | $106.6M | 0.26% | −38,100−2.7% | Reduced |
| Balyasny Asset Management LLC | 1,332,236 | $105.3M | 0.41% | +550,712+70.5% | Added |
| Eminence Capital, LP | 1,330,092 | $105.1M | 2.25% | −72,721−5.2% | Reduced |
| Raymond James & Associates | 1,291,918 | $102.1M | 0.10% | +11,201+0.9% | Added |
| Evercore Wealth Management, LLC | 1,277,312 | $100.9M | 2.28% | +12,552+1.0% | Added |
| Brandywine Global Investment Management, LLC | 1,260,494 | $99.6M | 0.93% | +477,239+60.9% | Added |
| Natixis Advisors, L.P. | 1,250,266 | $98.8M | 0.42% | +151,308+13.8% | Added |
| American Century Companies Inc | 1,245,982 | $98.4M | 0.09% | +168,419+15.6% | Added |
| Millennium Management LLC | 1,235,258 | $97.6M | 0.12% | −1,634,068−56.9% | Reduced |
| Stifel Financial Corp | 1,224,638 | $96.8M | 0.16% | +83,142+7.3% | Added |
| Artisan Partners Limited Partnership | 1,184,553 | $93.6M | 0.17% | +2790.0% | Added |
| State of Wisconsin Investment Board | 1,174,541 | $92.8M | 0.29% | −154,945−11.7% | Reduced |
| Victory Capital Management Inc | 1,168,388 | $92.3M | 0.11% | +5,918+0.5% | Added |
| Retirement Systems of Alabama | 1,161,890 | $91.8M | 0.43% | −19,137−1.6% | Reduced |
| Commerce Bank | 1,150,200 | $90.9M | 0.79% | −243,193−17.5% | Reduced |
| Voya Investment Management LLC | 1,146,765 | $90.6M | 0.11% | +389,748+51.5% | Added |
| Truist Financial Corp | 1,140,128 | $90.1M | 0.17% | +69,978+6.5% | Added |
| BNP Paribas Arbitrage, SA | 1,125,582 | $88.9M | 0.23% | −1,425,038−55.9% | Reduced |
| Great West Life Assurance Co | 1,124,721 | $88.8M | 0.25% | −19,539−1.7% | Reduced |
| Douglas Lane & Associates, LLC | 1,095,786 | $86.6M | 1.60% | −3,986−0.4% | Reduced |
| Junto Capital Management LP | 1,094,015 | $86.4M | 2.40% | +624,469+133.0% | Added |