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, 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 | 2,746 | $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, 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 |
|---|---|---|---|---|---|
| McGuire Investment Group, LLC | 83,611 | $6.61M | 1.50% | −532−0.6% | Reduced |
| Montag A & Associates Inc | 83,855 | $6.63M | 0.46% | −3,390−3.9% | Reduced |
| Capital Group Private Client Services, Inc. | 84,834 | $6.70M | 0.09% | +3,712+4.6% | Added |
| Gradient Investments LLC | 85,081 | $6.72M | 0.21% | −855−1.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 85,161 | $6.73M | 0.18% | +6,050+7.6% | Added |
| Private Advisor Group, LLC | 85,285 | $6.74M | 0.08% | +10,944+14.7% | Added |
| Prospera Financial Services Inc | 85,309 | $6.74M | 0.35% | +326+0.4% | Added |
| Polar Capital Holdings Plc | 85,626 | $6.76M | 0.05% | −23,316−21.4% | Reduced |
| Louisiana State Employees Retirement System | 85,700 | $6.77M | 0.20% | −2,900−3.3% | Reduced |
| Oak Harvest Investment Services | 85,802 | $6.78M | 1.81% | +3,408+4.1% | Added |
| D.A. Davidson & Co. | 86,067 | $6.81M | 0.09% | −2,881−3.2% | Reduced |
| White Pine Investment CO | 86,619 | $6.84M | 2.83% | −2,641−3.0% | Reduced |
| Hennessy Advisors Inc | 88,800 | $7.02M | 0.48% | −5,800−6.1% | Reduced |
| Capital Analysts, LLC | 89,500 | $7.07M | 0.49% | +4,807+5.7% | Added |
| Telemus Capital, LLC | 89,955 | $7.11M | 0.73% | +55+0.1% | Added |
| Becker Capital Management Inc | 90,283 | $7.13M | 0.37% | −217−0.2% | Reduced |
| SG Americas Securities, LLC | 90,832 | $7.18M | 0.11% | +1,593+1.8% | Added |
| Point72 Europe (London) LLP | 91,800 | $7.25M | 2.31% | +8,700+10.5% | Added |
| Capital International Inc | 91,927 | $7.26M | 0.16% | +59,599+184.4% | Added |
| American Assets Investment Management, LLC | 92,000 | $7.27M | 0.95% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 92,554 | $7.31M | 0.08% | −5,321−5.4% | Reduced |
| Wolverine Trading, LLC | 91,786 | $7.33M | 0.28% | +10,182+12.5% | Added |
| Brown Advisory Inc | 93,925 | $7.42M | 0.01% | +5,653+6.4% | Added |
| Daiwa Securities Group Inc. | 95,375 | $7.54M | 0.06% | +2,179+2.3% | Added |
| Dowling & Yahnke LLC | 96,412 | $7.62M | 0.35% | +413+0.4% | Added |
| Lowe Brockenbrough & Co Inc | 96,523 | $7.63M | 0.73% | −9,089−8.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 96,874 | $7.65M | 0.17% | +4,496+4.9% | Added |
| General Pension Society PZU Joint Stock Co | 97,369 | $7.69M | 3.79% | −27,000−21.7% | Reduced |
| Elo Mutual Pension Insurance Co | 98,537 | $7.79M | 0.29% | −6,769−6.4% | Reduced |
| Credit Agricole S A | 98,652 | $7.79M | 0.26% | +18,618+23.3% | Added |
| JustInvest LLC | 99,385 | $7.85M | 0.36% | +23,194+30.4% | Added |
| Ashfield Capital Partners, LLC | 99,593 | $7.87M | 0.66% | −1,040−1.0% | Reduced |
| Amica Mutual Insurance Co | 99,676 | $7.88M | 1.12% | −15,458−13.4% | Reduced |
| Fred Alger Management, LLC | 99,972 | $7.90M | 0.04% | −9,660−8.8% | Reduced |
| Brinker Capital Investments, LLC | 100,075 | $7.91M | 0.16% | +534+0.5% | Added |
| Ethic Inc. | 100,598 | $7.95M | 0.54% | +9,251+10.1% | Added |
| Banco Santander, S.A. | 101,768 | $8.04M | 0.11% | −4,745−4.5% | Reduced |
| Ziegler Capital Management, LLC | 102,116 | $8.08M | 0.35% | −4,636−4.3% | Reduced |
| Oregon Public Employees Retirement Fund | 102,340 | $8.09M | 0.12% | −8,076−7.3% | Reduced |
| Norinchukin Bank, The | 102,856 | $8.13M | 0.17% | +13,866+15.6% | Added |
| Capital International Sarl | 103,614 | $8.19M | 0.66% | +31,970+44.6% | Added |
| Marvin & Palmer Associates Inc | 103,659 | $8.19M | 5.03% | +88,882+601.5% | Added |
| Assetmark, Inc | 104,285 | $8.24M | 0.04% | +27,536+35.9% | Added |
| Citadel Advisors LLC | 104,591 | $8.26M | 0.01% | −170,848−62.0% | Reduced |
| Kentucky Retirement Systems | 104,824 | $8.28M | 0.35% | +960+0.9% | Added |
| Tweedy, Browne Co LLC | 105,055 | $8.30M | 0.37% | −17,615−14.4% | Reduced |
| Flputnam Investment Management Co | 105,352 | $8.32M | 0.32% | +3,573+3.5% | Added |
| Fukoku Mutual Life Insurance Co | 106,110 | $8.38M | 0.79% | +100,730+1,872.3% | Added |
| Private Capital Advisors, Inc. | 107,295 | $8.48M | 1.47% | −224−0.2% | Reduced |
| Appleton Partners Inc | 108,605 | $8.58M | 0.86% | +743+0.7% | Added |
| ING Groep NV | 110,382 | $8.72M | 0.15% | −127,960−53.7% | Reduced |
| Westpac Banking Corp | 110,962 | $8.77M | 0.13% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 111,400 | $8.80M | 0.26% | −4,472−3.9% | Reduced |
| Squarepoint Ops LLC | 112,189 | $8.86M | 0.08% | +112,189 | New |
| Winslow Capital Management, LLC | 112,942 | $8.92M | 0.05% | −1,611−1.4% | Reduced |
| Socorro Asset Management LP | 113,032 | $8.93M | 4.16% | −31,121−21.6% | Reduced |
| Madison Asset Management, LLC | 117,499 | $9.28M | 0.16% | +114,393+3,683.0% | Added |
| BTC Capital Management, Inc. | 120,714 | $9.54M | 1.25% | +2,150+1.8% | Added |
| Argent Trust Co | 120,777 | $9.54M | 0.69% | +2,011+1.7% | Added |
| Grassi Investment Management | 121,275 | $9.58M | 1.41% | 00.0% | Unchanged |
| Creative Planning | 122,191 | $9.65M | 0.02% | −6,577−5.1% | Reduced |
| Scotia Capital Inc. | 124,448 | $9.83M | 0.08% | −13,141−9.6% | Reduced |
| Brightworth | 124,652 | $9.85M | 1.06% | −517−0.4% | Reduced |
| Agf Investments Inc. | 126,661 | $10.0M | 0.09% | +89,318+239.2% | Added |
| Tower Research Capital LLC (TRC) | 127,506 | $10.1M | 0.16% | +51,055+66.8% | Added |
| FineMark National Bank & Trust | 128,918 | $10.2M | 0.51% | +22,237+20.8% | Added |
| Advisors Asset Management, Inc. | 128,939 | $10.2M | 0.21% | −8,471−6.2% | Reduced |
| Bokf, NA | 129,224 | $10.2M | 0.21% | +817+0.6% | Added |
| British Columbia Investment Management Corp | 129,795 | $10.3M | 0.12% | −25,300−16.3% | Reduced |
| Telos Capital Management, Inc. | 130,016 | $10.3M | 1.69% | +197+0.2% | Added |
| D. E. Shaw & Co., Inc. | 130,335 | $10.3M | 0.02% | −667,129−83.7% | Reduced |
| Mercer Global Advisors Inc | 131,745 | $10.4M | 0.06% | −31,819−19.5% | Reduced |
| Wealthfront Advisers LLC | 132,925 | $10.5M | 0.06% | +34,719+35.4% | Added |
| Edge Capital Group, LLC | 132,983 | $10.5M | 0.86% | +1,515+1.2% | Added |
| Fullerton Fund Management Co Ltd. | 133,642 | $10.6M | 0.79% | +133,642 | New |
| Burney Co | 133,790 | $10.6M | 0.58% | −523−0.4% | Reduced |
| AQR Capital Management LLC | 134,311 | $10.6M | 0.03% | −134,987−50.1% | Reduced |
| Hartford Investment Management Co | 136,608 | $10.8M | 0.35% | −4,899−3.5% | Reduced |
| Achmea Investment Management B.V. | 137,668 | $10.9M | 0.38% | −12,292−8.2% | Reduced |
| Shelton Capital Management | 138,375 | $10.9M | 0.52% | −9,227−6.3% | Reduced |
| Bank of the West | 138,400 | $10.9M | 1.42% | −2,370−1.7% | Reduced |
| APG Asset Management N.V. | 136,676 | $11.0M | 0.03% | −30,900−18.4% | Reduced |
| Regentatlantic Capital LLC | 140,849 | $11.1M | 0.33% | −3,884−2.7% | Reduced |
| Oppenheimer & Co Inc | 141,685 | $11.2M | 0.26% | +3,256+2.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 142,900 | $11.3M | 0.48% | +3,841+2.8% | Added |
| MAI Capital Management | 144,705 | $11.4M | 0.22% | +127,188+726.1% | Added |
| Peapack Gladstone Financial Corp | 144,907 | $11.4M | 0.23% | −2,041−1.4% | Reduced |
| Grand Jean Capital Management Inc | 145,301 | $11.5M | 5.09% | −375−0.3% | Reduced |
| Sit Investment Associates Inc | 145,590 | $11.5M | 0.34% | −27,425−15.9% | Reduced |
| Captrust Financial Advisors | 145,897 | $11.5M | 0.07% | +653+0.4% | Added |
| Xponance, Inc. | 146,625 | $11.6M | 0.22% | +15,436+11.8% | Added |
| Nissay Asset Management Corp | 148,730 | $11.8M | 0.12% | +3,132+2.2% | Added |
| Bessemer Group Inc | 149,215 | $11.8M | 0.03% | −182,075−55.0% | Reduced |
| Wade G W & Inc | 151,378 | $12.0M | 0.59% | +432+0.3% | Added |
| Cullinan Associates Inc | 151,948 | $12.0M | 0.76% | +33,720+28.5% | Added |
| Crestwood Advisors Group LLC | 152,815 | $12.1M | 0.43% | +22,588+17.3% | Added |
| Capstone Investment Advisors, LLC | 153,371 | $12.1M | 0.26% | +33,021+27.4% | Added |
| Rockefeller Capital Management L.P. | 153,699 | $12.1M | 0.06% | +7,478+5.1% | Added |
| Allspring Global Investments Holdings, LLC | 155,244 | $12.3M | 0.02% | +42,702+37.9% | Added |
| Czech National Bank | 155,594 | $12.3M | 0.35% | +155,594 | New |