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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 156,274 | $12.3M | 0.07% | +19,961+14.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 156,426 | $12.4M | 0.22% | −6,087−3.7% | Reduced |
| Pittenger & Anderson Inc | 156,834 | $12.4M | 0.74% | −795−0.5% | Reduced |
| Winton Group Ltd | 158,078 | $12.5M | 0.82% | +86,792+121.8% | Added |
| Man Group plc | 160,500 | $12.7M | 0.06% | – | – |
| O'Shaughnessy Asset Management, LLC | 164,553 | $13.0M | 0.24% | +8,350+5.3% | Added |
| MML Investors Services, LLC | 164,608 | $13.0M | 0.10% | +9,632+6.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 165,401 | $13.1M | 0.32% | +18,383+12.5% | Added |
| Capula Management Ltd | 167,709 | $13.3M | 1.63% | +61,224+57.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 168,430 | $13.3M | 0.07% | −1,020−0.6% | Reduced |
| Cornerstone Advisors, LLC | 170,100 | $13.4M | 0.66% | +66,100+63.6% | Added |
| Gratus Capital LLC | 173,698 | $13.7M | 1.46% | +15,532+9.8% | Added |
| Walleye Capital LLC | 173,730 | $13.7M | 0.31% | +173,730 | New |
| Erste Asset Management GmbH | 174,678 | $13.9M | 0.31% | +8,085+4.9% | Added |
| Core Alternative Capital | 177,184 | $14.0M | 2.23% | +72,983+70.0% | Added |
| Pacific Heights Asset Management LLC | 180,000 | $14.2M | 1.51% | 00.0% | Unchanged |
| Payden & Rygel | 180,100 | $14.2M | 0.83% | +8,300+4.8% | Added |
| NorthCrest Asset Manangement, LLC | 180,565 | $14.3M | 0.77% | +1,281+0.7% | Added |
| Qube Research & Technologies Ltd | 182,883 | $14.4M | 0.09% | −250,857−57.8% | Reduced |
| Bridgecreek Investment Management, LLC | 183,780 | $14.5M | 3.10% | −500−0.3% | Reduced |
| Blair William & Co | 187,072 | $14.8M | 0.07% | +12,213+7.0% | Added |
| Texas Permanent School Fund | 189,017 | $14.9M | 0.24% | +4,635+2.5% | Added |
| Hosking Partners LLP | 190,340 | $15.0M | 0.66% | −11,813−5.8% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 198,789 | $15.1M | 1.05% | 00.0% | Unchanged |
| Abeille Asset Management SA | 192,947 | $15.2M | 0.59% | −209,056−52.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 193,150 | $15.3M | 0.03% | −26,587−12.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 195,873 | $15.5M | 0.16% | −7,884−3.9% | Reduced |
| Guggenheim Capital LLC | 199,787 | $15.8M | 0.15% | +4,743+2.4% | Added |
| State of Alaska, Department of Revenue | 200,483 | $15.8M | 0.21% | −16,935−7.8% | Reduced |
| Crossmark Global Holdings, Inc. | 200,773 | $15.9M | 0.44% | −21,777−9.8% | Reduced |
| LVM Capital Management Ltd | 201,300 | $15.9M | 2.43% | +3,060+1.5% | Added |
| Diamond Hill Capital Management Inc | 202,252 | $16.0M | 0.08% | 00.0% | Unchanged |
| Earnest Partners LLC | 204,207 | $16.1M | 0.11% | +7,358+3.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 205,000 | $16.2M | 0.26% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 207,440 | $16.4M | 4.17% | −910−0.4% | Reduced |
| New York Life Investment Management LLC | 210,424 | $16.6M | 0.20% | −9,598−4.4% | Reduced |
| Mark Asset Management LP | 210,564 | $16.6M | 4.12% | −560.0% | Reduced |
| Abner Herrman & Brock LLC | 211,785 | $16.7M | 3.07% | +20,370+10.6% | Added |
| Yousif Capital Management, LLC | 211,850 | $16.7M | 0.24% | −10,224−4.6% | Reduced |
| Hallmark Capital Management Inc | 213,827 | $16.9M | 1.69% | −1,851−0.9% | Reduced |
| Mutual of America Capital Management LLC | 214,725 | $17.0M | 0.23% | −5,331−2.4% | Reduced |
| Gulf International Bank (UK) Ltd | 214,773 | $17.0M | 0.32% | 00.0% | Unchanged |
| Bailard, Inc. | 215,046 | $17.0M | 0.70% | +7,477+3.6% | Added |
| Public Employees Retirement Association of Colorado | 219,066 | $17.3M | 0.10% | −1,141−0.5% | Reduced |
| Bank of Nova Scotia | 220,188 | $17.4M | 0.06% | −404,122−64.7% | Reduced |
| Matrix Asset Advisors Inc | 224,258 | $17.7M | 2.90% | +35,860+19.0% | Added |
| Utah Retirement Systems | 224,568 | $17.7M | 0.30% | −3,100−1.4% | Reduced |
| Baird Financial Group, Inc. | 225,433 | $17.8M | 0.05% | −20,710−8.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 226,735 | $17.9M | 0.04% | +548+0.2% | Added |
| USS Investment Management Ltd | 226,741 | $17.9M | 0.28% | −99,562−30.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 227,629 | $18.0M | 0.99% | +1,574+0.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 228,786 | $18.1M | 0.05% | −7,202−3.1% | Reduced |
| E. Ohman J:or Asset Management AB | 229,550 | $18.1M | 0.83% | −138,155−37.6% | Reduced |
| Tiaa, FSB | 231,568 | $18.3M | 0.08% | +9,936+4.5% | Added |
| Arrowstreet Capital, Limited Partnership | 231,634 | $18.3M | 0.03% | −213,849−48.0% | Reduced |
| IFM Investors Pty Ltd | 232,246 | $18.4M | 0.33% | +3,088+1.3% | Added |
| Chartwell Investment Partners, LLC | 234,876 | $18.6M | 0.79% | +847+0.4% | Added |
| Putnam Investments LLC | 236,589 | $18.7M | 0.04% | −37,686−13.7% | Reduced |
| Panagora Asset Management Inc | 238,539 | $18.8M | 0.13% | −515,098−68.3% | Reduced |
| CIBC Asset Management Inc | 238,578 | $18.9M | 0.08% | +8,307+3.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 249,133 | $18.9M | 0.24% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 243,311 | $19.2M | 0.47% | 00.0% | Unchanged |
| Comerica Bank | 242,279 | $19.2M | 0.16% | −846−0.3% | Reduced |
| LGT Capital Partners Ltd. | 243,640 | $19.3M | 0.59% | −15,500−6.0% | Reduced |
| RMB Capital Management, LLC | 247,051 | $19.5M | 0.73% | −9,569−3.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 247,597 | $19.6M | 0.04% | +30,014+13.8% | Added |
| Heritage Investors Management Corp | 250,343 | $19.8M | 1.00% | −3,024−1.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 250,873 | $19.8M | 0.16% | −8,083−3.1% | Reduced |
| Gamco Investors, Inc. Et Al | 254,947 | $20.1M | 0.24% | −6,250−2.4% | Reduced |
| ProShare Advisors LLC | 256,993 | $20.3M | 0.08% | −40,486−13.6% | Reduced |
| Blue Chip Partners, Inc. | 263,335 | $20.8M | 2.85% | +6,598+2.6% | Added |
| Walleye Trading LLC | 264,008 | $20.9M | 0.68% | −187,332−41.5% | Reduced |
| Public Sector Pension Investment Board | 266,015 | $21.0M | 0.18% | −372,564−58.3% | Reduced |
| Maple Capital Management, Inc. | 235,858 | $21.2M | 2.67% | +8,597+3.8% | Added |
| Handelsbanken Fonder AB | 270,763 | $21.4M | 0.14% | +5,719+2.2% | Added |
| Bollard Group LLC | 270,819 | $21.4M | 0.90% | +2,133+0.8% | Added |
| Argent Capital Management LLC | 271,011 | $21.4M | 0.84% | +598+0.2% | Added |
| Gabelli Funds LLC | 273,574 | $21.6M | 0.18% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 274,795 | $21.7M | 0.05% | +9,639+3.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 283,809 | $22.4M | 0.36% | −46,738−14.1% | Reduced |
| Keybank National Association | 288,550 | $22.8M | 0.12% | +2,537+0.9% | Added |
| Dana Investment Advisors, Inc. | 298,363 | $23.6M | 1.34% | −39,311−11.6% | Reduced |
| Swiss Life Asset Management Ltd | 299,588 | $23.7M | 0.41% | +34,485+13.0% | Added |
| Chilton Capital Management LLC | 300,652 | $23.8M | 1.58% | +3,514+1.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 301,170 | $23.8M | 0.09% | −911,092−75.2% | Reduced |
| Mariner, LLC | 304,464 | $24.1M | 0.10% | −134,723−30.7% | Reduced |
| Teacher Retirement System of Texas | 305,813 | $24.2M | 0.18% | −25,946−7.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 306,658 | $24.2M | 2.34% | +39,144+14.6% | Added |
| CIBC World Markets Inc. | 313,968 | $24.8M | 0.11% | +29,042+10.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 318,946 | $25.2M | 0.17% | −287,979−47.4% | Reduced |
| Boston Common Asset Management, LLC | 320,285 | $25.3M | 1.33% | −66,359−17.2% | Reduced |
| CIBC World Markets Corp | 321,143 | $25.4M | 0.35% | +6,019+1.9% | Added |
| Adams Diversified Equity Fund, Inc. | 323,300 | $25.5M | 1.27% | +108,500+50.5% | Added |
| Forsta Ap-Fonden | 327,263 | $25.9M | 0.32% | +3,700+1.1% | Added |
| Polaris Wealth Advisory Group, LLC | 331,854 | $26.0M | 2.16% | −10,269−3.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 334,679 | $26.4M | 2.30% | −192−0.1% | Reduced |
| Amalgamated Bank | 335,308 | $26.5M | 0.26% | −8,256−2.4% | Reduced |
| Vontobel Holding Ltd. | 337,895 | $27.0M | 0.32% | +128,103+61.1% | Added |
| Janney Montgomery Scott LLC | 342,037 | $27.0M | 0.12% | +15,703+4.8% | Added |
| Bridger Management, LLC | 342,214 | $27.0M | 8.18% | 00.0% | Unchanged |