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 |
|---|---|---|---|---|---|
| Brandywine Global Investment Management, LLC | 1,260,494 | $99.6M | 0.93% | +477,239+60.9% | Added |
| Evercore Wealth Management, LLC | 1,277,312 | $100.9M | 2.28% | +12,552+1.0% | Added |
| Raymond James & Associates | 1,291,918 | $102.1M | 0.10% | +11,201+0.9% | Added |
| Eminence Capital, LP | 1,330,092 | $105.1M | 2.25% | −72,721−5.2% | Reduced |
| Balyasny Asset Management LLC | 1,332,236 | $105.3M | 0.41% | +550,712+70.5% | Added |
| Adage Capital Partners GP, L.L.C. | 1,349,334 | $106.6M | 0.26% | −38,100−2.7% | Reduced |
| Envestnet Asset Management Inc | 1,350,311 | $106.7M | 0.06% | −7,505−0.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,390,483 | $109.9M | 0.33% | +1,150,483+479.4% | Added |
| Korea Investment CORP | 1,406,065 | $111.1M | 0.34% | +36,956+2.7% | Added |
| State Board of Administration of Florida Retirement System | 1,460,025 | $115.4M | 0.30% | −44,864−3.0% | Reduced |
| Thrivent Financial for Lutherans | 1,510,555 | $119.4M | 0.33% | +2,837+0.2% | Added |
| New York State Teachers Retirement System | 1,601,793 | $126.6M | 0.33% | −77,075−4.6% | Reduced |
| Eaton Vance Management | 1,709,520 | $135.1M | 0.20% | −319,385−15.7% | Reduced |
| Jane Street Group, LLC | 1,774,024 | $140.2M | 0.27% | +1,071,957+152.7% | Added |
| KBC Group NV | 1,789,521 | $141.4M | 0.73% | −318,563−15.1% | Reduced |
| Prudential Financial Inc | 1,796,793 | $142.0M | 0.24% | −681,066−27.5% | Reduced |
| Macquarie Group Ltd | 1,846,127 | $145.9M | 0.18% | +202,553+12.3% | Added |
| Fifth Third Bancorp | 1,896,484 | $149.8M | 0.78% | +10,893+0.6% | Added |
| National Pension Service | 1,887,884 | $150.8M | 0.31% | +30,990+1.7% | Added |
| Focused Investors LLC | 1,948,000 | $153.9M | 5.51% | −33,500−1.7% | Reduced |
| Ensign Peak Advisors, Inc | 1,949,318 | $154.0M | 0.38% | +68,985+3.7% | Added |
| AMF Pensionsforsakring AB | 1,994,908 | $157.8M | 1.87% | −436,909−18.0% | Reduced |
| First Trust Advisors LP | 2,142,629 | $169.3M | 0.22% | −298,788−12.2% | Reduced |
| California State Teachers Retirement System | 2,188,319 | $172.9M | 0.29% | −60,899−2.7% | Reduced |
| New York State Common Retirement Fund | 2,281,009 | $180.2M | 0.26% | −850,830−27.2% | Reduced |
| HSBC Holdings PLC | 2,272,489 | $181.0M | 0.33% | +314,045+16.0% | Added |
| Rhumbline Advisers | 2,444,913 | $193.2M | 0.29% | +73,213+3.1% | Added |
| Toronto Dominion Bank | 2,500,681 | $197.5M | 0.35% | +1,509,589+152.3% | Added |
| First Republic Investment Management, Inc. | 2,544,565 | $201.0M | 0.53% | +91,083+3.7% | Added |
| Nordea Investment Management AB | 2,567,294 | $206.5M | 0.33% | −212,603−7.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,701,889 | $213.5M | 0.22% | +81,439+3.1% | Added |
| FIL Ltd | 2,780,027 | $219.7M | 0.28% | −26,802−1.0% | Reduced |
| Cullen Capital Management LLC | 2,892,843 | $228.6M | 2.45% | +14,966+0.5% | Added |
| California Public Employees Retirement System | 2,913,934 | $230.2M | 0.21% | +391,794+15.5% | Added |
| TD Asset Management Inc | 3,014,627 | $240.7M | 0.30% | −375,798−11.1% | Reduced |
| Neuberger Berman Group LLC | 3,183,121 | $251.5M | 0.26% | +1,757,682+123.3% | Added |
| Alliancebernstein L.P. | 3,399,486 | $268.6M | 0.13% | −190,569−5.3% | Reduced |
| Fayez Sarofim & Co | 3,411,157 | $269.5M | 1.06% | −550.0% | Reduced |
| Canada Pension Plan Investment Board | 3,535,454 | $279.3M | 0.47% | −510,716−12.6% | Reduced |
| Schroder Investment Management Group | 3,610,290 | $285.2M | 0.47% | −161,627−4.3% | Reduced |
| Lord, Abbett & Co. LLC | 3,693,235 | $291.8M | 1.07% | +197,428+5.6% | Added |
| Barclays PLC | 3,991,915 | $315.4M | 0.35% | +588,983+17.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,131,358 | $326.4M | 0.27% | −399,697−8.8% | Reduced |
| LSV Asset Management | 4,285,276 | $338.6M | 0.80% | −61,040−1.4% | Reduced |
| Deutsche Bank AG | 4,357,545 | $344.3M | 0.21% | +82,834+1.9% | Added |
| Citigroup Inc | 4,390,452 | $346.9M | 0.49% | −265,394−5.7% | Reduced |
| Credit Suisse AG | 4,496,691 | $355.3M | 0.40% | −1,046,464−18.9% | Reduced |
| Amundi | 4,320,138 | $356.9M | 0.21% | −92,685−2.1% | Reduced |
| Morgan Stanley | 4,672,873 | $369.2M | 0.05% | −244,443−5.0% | Reduced |
| Wells Fargo & Company | 4,994,205 | $394.6M | 0.14% | −134,785−2.6% | Reduced |
| Royal Bank of Canada | 5,220,603 | $412.5M | 0.14% | +88,927+1.7% | Added |
| Primecap Management Co | 5,248,961 | $414.7M | 0.40% | −2,800,243−34.8% | Reduced |
| Principal Financial Group Inc | 5,310,191 | $419.6M | 0.33% | +451,471+9.3% | Added |
| UBS Asset Management Americas Inc | 5,366,861 | $424.0M | 0.24% | −796,776−12.9% | Reduced |
| UBS Group AG | 6,682,486 | $528.0M | 0.30% | +514,460+8.3% | Added |
| Bank of Montreal | 6,429,318 | $545.7M | 0.43% | −375,922−5.5% | Reduced |
| Janus Henderson Group PLC | 8,203,779 | $648.2M | 0.49% | −397,579−4.6% | Reduced |
| Charles Schwab Investment Management Inc | 8,385,505 | $662.5M | 0.24% | +1,364,506+19.4% | Added |
| Legal & General Group Plc | 9,350,315 | $738.8M | 0.29% | −605,194−6.1% | Reduced |
| Dimensional Fund Advisors LP | 9,545,684 | $754.3M | 0.29% | −547,601−5.4% | Reduced |
| Franklin Resources Inc | 9,646,450 | $762.2M | 0.42% | −743,137−7.2% | Reduced |
| Invesco Ltd. | 9,736,090 | $769.2M | 0.25% | −305,351−3.0% | Reduced |
| Goldman Sachs Group Inc | 10,096,169 | $797.7M | 0.23% | +293,624+3.0% | Added |
| Price T Rowe Associates Inc | 10,358,018 | $819.0M | 0.13% | −3,680,505−26.2% | Reduced |
| Manufacturers Life Insurance Company, The | 10,943,217 | $864.6M | 0.60% | −202,634−1.8% | Reduced |
| Norges Bank | 11,101,124 | $877.1M | 0.23% | −3,560,746−24.3% | Reduced |
| Nuveen Asset Management, LLC | 11,319,153 | $894.3M | 0.36% | −421,117−3.6% | Reduced |
| Eagle Capital Management LLC | 12,611,416 | $996.4M | 4.54% | −1,367,469−9.8% | Reduced |
| Bank of New York Mellon Corp | 13,235,217 | $1.05B | 0.25% | −327,760−2.4% | Reduced |
| Northern Trust Corp | 13,513,842 | $1.07B | 0.24% | −445,125−3.2% | Reduced |
| Ameriprise Financial Inc | 15,265,542 | $1.21B | 0.45% | −1,730,741−10.2% | Reduced |
| Capital World Investors | 16,201,785 | $1.28B | 0.29% | +11,287,013+229.7% | Added |
| Fisher Asset Management, LLC | 18,416,436 | $1.46B | 1.09% | +7,514,505+68.9% | Added |
| Massachusetts Financial Services Co | 21,340,359 | $1.69B | 0.63% | −144,682−0.7% | Reduced |
| Geode Capital Management, LLC | 23,160,476 | $1.83B | 0.28% | −538,432−2.3% | Reduced |
| Bank of America Corp | 23,202,669 | $1.83B | 0.24% | −952,345−3.9% | Reduced |
| Capital International Investors | 23,931,378 | $1.89B | 0.55% | +1,221,636+5.4% | Added |
| FMR LLC | 25,670,203 | $2.03B | 0.21% | −1,582,532−5.8% | Reduced |
| Capital Research Global Investors | 28,456,871 | $2.25B | 0.74% | +1,220,461+4.5% | Added |
| JPMorgan Chase & Co | 43,722,452 | $3.45B | 0.53% | +1,233,144+2.9% | Added |
| Wellington Management Group LLP | 49,209,446 | $3.89B | 0.83% | +4,881,848+11.0% | Added |
| BlackRock Inc. | 90,370,009 | $7.14B | 0.24% | −3,770,987−4.0% | Reduced |
| Vanguard Group Inc | 113,663,163 | $8.98B | 0.26% | −5,641,042−4.7% | Reduced |
| State Street Corp | 121,341,253 | $9.59B | 0.61% | −1,359,994−1.1% | Reduced |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $29.8B | 100.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,264 | – | – | −104−7.6% | Reduced |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −5,057,620−100.0% | Sold out |
| Tesco Pension Investment Ltd | 0 | $0 | 0.00% | −533,976−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −436,308−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −365,090−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −341,843−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −177,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −159,117−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −132,703−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −120,065−100.0% | Sold out |
| Stamos Capital Partners, L.P. | 0 | $0 | 0.00% | −115,890−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −98,319−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −70,176−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −69,543−100.0% | Sold out |