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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 347,949 | $27.5M | 0.18% | −6,919−1.9% | Reduced |
| Oppenheimer Asset Management Inc. | 352,477 | $27.8M | 0.49% | −51,211−12.7% | Reduced |
| MetLife Investment Management | 353,679 | $27.9M | 0.23% | −20,732−5.5% | Reduced |
| Arizona State Retirement System | 356,625 | $28.2M | 0.29% | −9,894−2.7% | Reduced |
| Aviva PLC | 360,783 | $28.5M | 0.16% | −81,044−18.3% | Reduced |
| State of Michigan Retirement System | 362,426 | $28.6M | 0.21% | −15,100−4.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 363,273 | $28.7M | 1.23% | +5,961+1.7% | Added |
| Commonwealth Equity Services, LLC | 367,272 | $29.0M | 0.08% | +13,314+3.8% | Added |
| Basswood Capital Management, L.L.C. | 369,259 | $29.2M | 2.14% | 00.0% | Unchanged |
| Laurion Capital Management LP | 370,535 | $29.3M | 0.81% | −248,045−40.1% | Reduced |
| Alyeska Investment Group, L.P. | 379,160 | $30.0M | 0.35% | +379,160 | New |
| Fiduciary Trust Co | 381,165 | $30.1M | 0.65% | +634+0.2% | Added |
| Clark Capital Management Group, Inc. | 383,842 | $30.3M | 0.40% | +11,873+3.2% | Added |
| Edgar Lomax Co | 390,100 | $30.8M | 2.13% | −4,330−1.1% | Reduced |
| Rathbone Brothers plc | 401,988 | $31.8M | 0.39% | −50,400−11.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 404,815 | $32.0M | 1.94% | −186,830−31.6% | Reduced |
| TD Waterhouse Canada Inc. | 383,191 | $32.4M | 0.37% | +1840.0% | Added |
| Capitolis Advisors LLC | 410,753 | $32.5M | 2.31% | +400,000+3,719.9% | Added |
| Royal London Asset Management Ltd | 432,510 | $34.2M | 0.17% | −45,359−9.5% | Reduced |
| Employees Retirement System of Texas | 434,000 | $34.3M | 0.52% | +85,000+24.4% | Added |
| GWM Advisors LLC | 437,119 | $34.5M | 0.57% | +8,264+1.9% | Added |
| American International Group, Inc. | 437,571 | $34.6M | 0.25% | −25,395−5.5% | Reduced |
| Pinnacle Associates Ltd | 444,243 | $35.1M | 0.81% | +9,362+2.2% | Added |
| NFJ Investment Group, LLC | 834,022 | $35.6M | 0.94% | +358,018+75.2% | Added |
| Signature Estate & Investment Advisors LLC | 458,013 | $36.2M | 1.70% | −22,017−4.6% | Reduced |
| Rafferty Asset Management, LLC | 459,938 | $36.3M | 0.39% | +54,242+13.4% | Added |
| Tredje AP-fonden | 464,817 | $36.7M | 0.76% | +124,310+36.5% | Added |
| TCW Group Inc | 506,480 | $40.0M | 0.59% | −13,782−2.6% | Reduced |
| Todd Asset Management LLC | 509,584 | $40.3M | 1.13% | −5,592−1.1% | Reduced |
| Nisa Investment Advisors, LLC | 519,536 | $41.1M | 0.35% | +4,173+0.8% | Added |
| SEI Investments Co | 522,505 | $41.3M | 0.09% | −33,678−6.1% | Reduced |
| Ergoteles LLC | 525,381 | $41.5M | 1.46% | +525,381 | New |
| Ferguson Wellman Capital Management, Inc | 532,161 | $42.0M | 1.64% | +5,684+1.1% | Added |
| Treasurer of the State of North Carolina | 542,853 | $42.9M | 0.28% | −14,290−2.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 553,877 | $43.8M | 3.55% | +5,636+1.0% | Added |
| STRS Ohio | 563,927 | $44.6M | 0.21% | −9,694−1.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 574,329 | $45.4M | 0.27% | +33,138+6.1% | Added |
| Ninety One UK Ltd | 580,723 | $45.9M | 0.15% | −147,677−20.3% | Reduced |
| Lazard Freres Gestion S.A.S. | 571,924 | $45.9M | 1.74% | −36,838−6.1% | Reduced |
| Asset Management One Co.,Ltd. | 582,185 | $46.0M | 0.23% | −10,192−1.7% | Reduced |
| Gateway Investment Advisers LLC | 597,675 | $47.2M | 0.59% | −3,918−0.7% | Reduced |
| Natixis | 604,433 | $47.9M | 0.23% | +131,728+27.9% | Added |
| Teachers Retirement System of the State of Kentucky | 612,883 | $48.4M | 0.57% | +612,883 | New |
| HighTower Advisors, LLC | 624,017 | $48.8M | 0.13% | +72,097+13.1% | Added |
| US Bancorp | 619,012 | $48.9M | 0.10% | +58,645+10.5% | Added |
| Umb Bank N A | 622,496 | $49.2M | 0.83% | +144,401+30.2% | Added |
| Pictet Asset Management SA | 626,708 | $49.5M | 0.07% | −29,809−4.5% | Reduced |
| Sound Shore Management Inc | 646,122 | $51.0M | 2.07% | −519,324−44.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 661,309 | $52.3M | 1.18% | −1,736−0.3% | Reduced |
| National Bank of Canada | 663,852 | $52.4M | 0.30% | +549,509+480.6% | Added |
| Susquehanna International Group, LLP | 668,713 | $52.8M | 0.11% | −751,791−52.9% | Reduced |
| Avalon Investment & Advisory | 698,670 | $55.2M | 1.71% | −536−0.1% | Reduced |
| Candriam Luxembourg S.C.A. | 731,599 | $57.8M | 0.41% | +182,749+33.3% | Added |
| AXA S.A. | 736,432 | $58.2M | 0.23% | −6,765−0.9% | Reduced |
| Allianz Asset Management GmbH | 751,688 | $59.4M | 0.14% | −687,317−47.8% | Reduced |
| M&T Bank Corp | 754,439 | $59.6M | 0.26% | +14,438+2.0% | Added |
| Clearbridge Investments, LLC | 757,473 | $59.8M | 0.06% | +50,181+7.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 757,823 | $59.9M | 0.17% | −26,890−3.4% | Reduced |
| Pzena Investment Management LLC | 763,513 | $60.3M | 0.30% | −15,433−2.0% | Reduced |
| State of New Jersey Common Pension Fund D | 770,620 | $60.9M | 0.25% | −10,897−1.4% | Reduced |
| Storebrand Asset Management AS | 772,284 | $61.0M | 0.37% | −865−0.1% | Reduced |
| Kames Capital plc | 774,227 | $61.2M | 1.24% | −4,935−0.6% | Reduced |
| Westfield Capital Management Co LP | 783,459 | $61.9M | 0.49% | +10,087+1.3% | Added |
| Epoch Investment Partners, Inc. | 784,306 | $62.0M | 0.40% | −121,665−13.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 789,646 | $62.4M | 0.20% | −298,002−27.4% | Reduced |
| LPL Financial LLC | 798,261 | $63.1M | 0.06% | +103,080+14.8% | Added |
| Mackenzie Financial Corp | 799,881 | $63.2M | 0.11% | −123,780−13.4% | Reduced |
| Factory Mutual Insurance Co | 805,600 | $63.6M | 1.05% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 808,740 | $63.9M | 0.21% | +55,115+7.3% | Added |
| RBF Capital, LLC | 810,432 | $64.0M | 5.48% | 00.0% | Unchanged |
| DnB Asset Management AS | 814,266 | $64.3M | 0.50% | −76,085−8.5% | Reduced |
| Sadoff Investment Management LLC | 815,571 | $64.4M | 5.02% | −16,079−1.9% | Reduced |
| Aristotle Capital Management, LLC | 820,780 | $64.8M | 0.15% | −630−0.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 822,152 | $65.0M | 0.28% | −27,939−3.3% | Reduced |
| Standard Life Aberdeen plc | 844,196 | $66.7M | 0.20% | +325,839+62.9% | Added |
| State of Tennessee, Treasury Department | 855,180 | $67.6M | 0.33% | −306,516−26.4% | Reduced |
| Swedbank AB | 855,615 | $67.6M | 0.16% | +95,500+12.6% | Added |
| CIBC Private Wealth Group, LLC | 909,053 | $71.8M | 0.19% | +9,792+1.1% | Added |
| HRT Financial LP | 913,569 | $72.2M | 0.78% | +825,152+933.3% | Added |
| Calamos Advisors LLC | 924,348 | $73.0M | 0.35% | +39,585+4.5% | Added |
| Russell Investments Group, Ltd. | 959,833 | $76.0M | 0.17% | +78,747+8.9% | Added |
| Intech Investment Management LLC | 976,465 | $77.2M | 0.58% | −545,777−35.9% | Reduced |
| Public Employees Retirement System of Ohio | 1,007,827 | $79.6M | 0.36% | +96,555+10.6% | Added |
| Atalanta Sosnoff Capital, LLC | 1,018,338 | $80.5M | 2.54% | +479,685+89.1% | Added |
| DekaBank Deutsche Girozentrale | 1,042,289 | $82.9M | 0.25% | −190,349−15.4% | Reduced |
| Junto Capital Management LP | 1,094,015 | $86.4M | 2.40% | +624,469+133.0% | Added |
| Douglas Lane & Associates, LLC | 1,095,786 | $86.6M | 1.60% | −3,986−0.4% | Reduced |
| Great West Life Assurance Co | 1,124,721 | $88.8M | 0.25% | −19,539−1.7% | Reduced |
| BNP Paribas Arbitrage, SA | 1,125,582 | $88.9M | 0.23% | −1,425,038−55.9% | Reduced |
| Truist Financial Corp | 1,140,128 | $90.1M | 0.17% | +69,978+6.5% | Added |
| Voya Investment Management LLC | 1,146,765 | $90.6M | 0.11% | +389,748+51.5% | Added |
| Commerce Bank | 1,150,200 | $90.9M | 0.79% | −243,193−17.5% | Reduced |
| Retirement Systems of Alabama | 1,161,890 | $91.8M | 0.43% | −19,137−1.6% | Reduced |
| Victory Capital Management Inc | 1,168,388 | $92.3M | 0.11% | +5,918+0.5% | Added |
| State of Wisconsin Investment Board | 1,174,541 | $92.8M | 0.29% | −154,945−11.7% | Reduced |
| Artisan Partners Limited Partnership | 1,184,553 | $93.6M | 0.17% | +2790.0% | Added |
| Stifel Financial Corp | 1,224,638 | $96.8M | 0.16% | +83,142+7.3% | Added |
| Millennium Management LLC | 1,235,258 | $97.6M | 0.12% | −1,634,068−56.9% | Reduced |
| American Century Companies Inc | 1,245,982 | $98.4M | 0.09% | +168,419+15.6% | Added |
| Natixis Advisors, L.P. | 1,250,266 | $98.8M | 0.42% | +151,308+13.8% | Added |