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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 1,042,289 | $82.9M | 0.25% | −190,349−15.4% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,018,338 | $80.5M | 2.54% | +479,685+89.1% | Added |
| Public Employees Retirement System of Ohio | 1,007,827 | $79.6M | 0.36% | +96,555+10.6% | Added |
| Intech Investment Management LLC | 976,465 | $77.2M | 0.58% | −545,777−35.9% | Reduced |
| Russell Investments Group, Ltd. | 959,833 | $76.0M | 0.17% | +78,747+8.9% | Added |
| Calamos Advisors LLC | 924,348 | $73.0M | 0.35% | +39,585+4.5% | Added |
| HRT Financial LP | 913,569 | $72.2M | 0.78% | +825,152+933.3% | Added |
| CIBC Private Wealth Group, LLC | 909,053 | $71.8M | 0.19% | +9,792+1.1% | Added |
| Swedbank AB | 855,615 | $67.6M | 0.16% | +95,500+12.6% | Added |
| State of Tennessee, Treasury Department | 855,180 | $67.6M | 0.33% | −306,516−26.4% | Reduced |
| Standard Life Aberdeen plc | 844,196 | $66.7M | 0.20% | +325,839+62.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 822,152 | $65.0M | 0.28% | −27,939−3.3% | Reduced |
| Aristotle Capital Management, LLC | 820,780 | $64.8M | 0.15% | −630−0.1% | Reduced |
| Sadoff Investment Management LLC | 815,571 | $64.4M | 5.02% | −16,079−1.9% | Reduced |
| DnB Asset Management AS | 814,266 | $64.3M | 0.50% | −76,085−8.5% | Reduced |
| RBF Capital, LLC | 810,432 | $64.0M | 5.48% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 808,740 | $63.9M | 0.21% | +55,115+7.3% | Added |
| Factory Mutual Insurance Co | 805,600 | $63.6M | 1.05% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 799,881 | $63.2M | 0.11% | −123,780−13.4% | Reduced |
| LPL Financial LLC | 798,261 | $63.1M | 0.06% | +103,080+14.8% | Added |
| Robeco Institutional Asset Management B.V. | 789,646 | $62.4M | 0.20% | −298,002−27.4% | Reduced |
| Epoch Investment Partners, Inc. | 784,306 | $62.0M | 0.40% | −121,665−13.4% | Reduced |
| Westfield Capital Management Co LP | 783,459 | $61.9M | 0.49% | +10,087+1.3% | Added |
| Kames Capital plc | 774,227 | $61.2M | 1.24% | −4,935−0.6% | Reduced |
| Storebrand Asset Management AS | 772,284 | $61.0M | 0.37% | −865−0.1% | Reduced |
| State of New Jersey Common Pension Fund D | 770,620 | $60.9M | 0.25% | −10,897−1.4% | Reduced |
| Pzena Investment Management LLC | 763,513 | $60.3M | 0.30% | −15,433−2.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 757,823 | $59.9M | 0.17% | −26,890−3.4% | Reduced |
| Clearbridge Investments, LLC | 757,473 | $59.8M | 0.06% | +50,181+7.1% | Added |
| M&T Bank Corp | 754,439 | $59.6M | 0.26% | +14,438+2.0% | Added |
| Allianz Asset Management GmbH | 751,688 | $59.4M | 0.14% | −687,317−47.8% | Reduced |
| AXA S.A. | 736,432 | $58.2M | 0.23% | −6,765−0.9% | Reduced |
| Candriam Luxembourg S.C.A. | 731,599 | $57.8M | 0.41% | +182,749+33.3% | Added |
| Avalon Investment & Advisory | 698,670 | $55.2M | 1.71% | −536−0.1% | Reduced |
| Susquehanna International Group, LLP | 668,713 | $52.8M | 0.11% | −751,791−52.9% | Reduced |
| National Bank of Canada | 663,852 | $52.4M | 0.30% | +549,509+480.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 661,309 | $52.3M | 1.18% | −1,736−0.3% | Reduced |
| Sound Shore Management Inc | 646,122 | $51.0M | 2.07% | −519,324−44.6% | Reduced |
| Pictet Asset Management SA | 626,708 | $49.5M | 0.07% | −29,809−4.5% | Reduced |
| Umb Bank N A | 622,496 | $49.2M | 0.83% | +144,401+30.2% | Added |
| US Bancorp | 619,012 | $48.9M | 0.10% | +58,645+10.5% | Added |
| HighTower Advisors, LLC | 624,017 | $48.8M | 0.13% | +72,097+13.1% | Added |
| Teachers Retirement System of the State of Kentucky | 612,883 | $48.4M | 0.57% | +612,883 | New |
| Natixis | 604,433 | $47.9M | 0.23% | +131,728+27.9% | Added |
| Gateway Investment Advisers LLC | 597,675 | $47.2M | 0.59% | −3,918−0.7% | Reduced |
| Asset Management One Co.,Ltd. | 582,185 | $46.0M | 0.23% | −10,192−1.7% | Reduced |
| Lazard Freres Gestion S.A.S. | 571,924 | $45.9M | 1.74% | −36,838−6.1% | Reduced |
| Ninety One UK Ltd | 580,723 | $45.9M | 0.15% | −147,677−20.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 574,329 | $45.4M | 0.27% | +33,138+6.1% | Added |
| STRS Ohio | 563,927 | $44.6M | 0.21% | −9,694−1.7% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 553,877 | $43.8M | 3.55% | +5,636+1.0% | Added |
| Treasurer of the State of North Carolina | 542,853 | $42.9M | 0.28% | −14,290−2.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 532,161 | $42.0M | 1.64% | +5,684+1.1% | Added |
| Ergoteles LLC | 525,381 | $41.5M | 1.46% | +525,381 | New |
| SEI Investments Co | 522,505 | $41.3M | 0.09% | −33,678−6.1% | Reduced |
| Nisa Investment Advisors, LLC | 519,536 | $41.1M | 0.35% | +4,173+0.8% | Added |
| Todd Asset Management LLC | 509,584 | $40.3M | 1.13% | −5,592−1.1% | Reduced |
| TCW Group Inc | 506,480 | $40.0M | 0.59% | −13,782−2.6% | Reduced |
| Tredje AP-fonden | 464,817 | $36.7M | 0.76% | +124,310+36.5% | Added |
| Rafferty Asset Management, LLC | 459,938 | $36.3M | 0.39% | +54,242+13.4% | Added |
| Signature Estate & Investment Advisors LLC | 458,013 | $36.2M | 1.70% | −22,017−4.6% | Reduced |
| NFJ Investment Group, LLC | 834,022 | $35.6M | 0.94% | +358,018+75.2% | Added |
| Pinnacle Associates Ltd | 444,243 | $35.1M | 0.81% | +9,362+2.2% | Added |
| American International Group, Inc. | 437,571 | $34.6M | 0.25% | −25,395−5.5% | Reduced |
| GWM Advisors LLC | 437,119 | $34.5M | 0.57% | +8,264+1.9% | Added |
| Employees Retirement System of Texas | 434,000 | $34.3M | 0.52% | +85,000+24.4% | Added |
| Royal London Asset Management Ltd | 432,510 | $34.2M | 0.17% | −45,359−9.5% | Reduced |
| Capitolis Advisors LLC | 410,753 | $32.5M | 2.31% | +400,000+3,719.9% | Added |
| TD Waterhouse Canada Inc. | 383,191 | $32.4M | 0.37% | +1840.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 404,815 | $32.0M | 1.94% | −186,830−31.6% | Reduced |
| Rathbone Brothers plc | 401,988 | $31.8M | 0.39% | −50,400−11.1% | Reduced |
| Edgar Lomax Co | 390,100 | $30.8M | 2.13% | −4,330−1.1% | Reduced |
| Clark Capital Management Group, Inc. | 383,842 | $30.3M | 0.40% | +11,873+3.2% | Added |
| Fiduciary Trust Co | 381,165 | $30.1M | 0.65% | +634+0.2% | Added |
| Alyeska Investment Group, L.P. | 379,160 | $30.0M | 0.35% | +379,160 | New |
| Laurion Capital Management LP | 370,535 | $29.3M | 0.81% | −248,045−40.1% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $29.2M | 2.14% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 367,272 | $29.0M | 0.08% | +13,314+3.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 363,273 | $28.7M | 1.23% | +5,961+1.7% | Added |
| State of Michigan Retirement System | 362,426 | $28.6M | 0.21% | −15,100−4.0% | Reduced |
| Aviva PLC | 360,783 | $28.5M | 0.16% | −81,044−18.3% | Reduced |
| Arizona State Retirement System | 356,625 | $28.2M | 0.29% | −9,894−2.7% | Reduced |
| MetLife Investment Management | 353,679 | $27.9M | 0.23% | −20,732−5.5% | Reduced |
| Oppenheimer Asset Management Inc. | 352,477 | $27.8M | 0.49% | −51,211−12.7% | Reduced |
| Nomura Asset Management Co Ltd | 347,949 | $27.5M | 0.18% | −6,919−1.9% | Reduced |
| Bridger Management, LLC | 342,214 | $27.0M | 8.18% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 342,037 | $27.0M | 0.12% | +15,703+4.8% | Added |
| Vontobel Holding Ltd. | 337,895 | $27.0M | 0.32% | +128,103+61.1% | Added |
| Amalgamated Bank | 335,308 | $26.5M | 0.26% | −8,256−2.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 334,679 | $26.4M | 2.30% | −192−0.1% | Reduced |
| Polaris Wealth Advisory Group, LLC | 331,854 | $26.0M | 2.16% | −10,269−3.0% | Reduced |
| Forsta Ap-Fonden | 327,263 | $25.9M | 0.32% | +3,700+1.1% | Added |
| Adams Diversified Equity Fund, Inc. | 323,300 | $25.5M | 1.27% | +108,500+50.5% | Added |
| CIBC World Markets Corp | 321,143 | $25.4M | 0.35% | +6,019+1.9% | Added |
| Boston Common Asset Management, LLC | 320,285 | $25.3M | 1.33% | −66,359−17.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 318,946 | $25.2M | 0.17% | −287,979−47.4% | Reduced |
| CIBC World Markets Inc. | 313,968 | $24.8M | 0.11% | +29,042+10.2% | Added |
| Moody Lynn & Lieberson, LLC | 306,658 | $24.2M | 2.34% | +39,144+14.6% | Added |
| Teacher Retirement System of Texas | 305,813 | $24.2M | 0.18% | −25,946−7.8% | Reduced |
| Mariner, LLC | 304,464 | $24.1M | 0.10% | −134,723−30.7% | Reduced |