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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 301,170 | $23.8M | 0.09% | −911,092−75.2% | Reduced |
| Chilton Capital Management LLC | 300,652 | $23.8M | 1.58% | +3,514+1.2% | Added |
| Swiss Life Asset Management Ltd | 299,588 | $23.7M | 0.41% | +34,485+13.0% | Added |
| Dana Investment Advisors, Inc. | 298,363 | $23.6M | 1.34% | −39,311−11.6% | Reduced |
| Keybank National Association | 288,550 | $22.8M | 0.12% | +2,537+0.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 283,809 | $22.4M | 0.36% | −46,738−14.1% | Reduced |
| Advisor Group Holdings, Inc. | 274,795 | $21.7M | 0.05% | +9,639+3.6% | Added |
| Gabelli Funds LLC | 273,574 | $21.6M | 0.18% | 00.0% | Unchanged |
| Argent Capital Management LLC | 271,011 | $21.4M | 0.84% | +598+0.2% | Added |
| Bollard Group LLC | 270,819 | $21.4M | 0.90% | +2,133+0.8% | Added |
| Handelsbanken Fonder AB | 270,763 | $21.4M | 0.14% | +5,719+2.2% | Added |
| Maple Capital Management, Inc. | 235,858 | $21.2M | 2.67% | +8,597+3.8% | Added |
| Public Sector Pension Investment Board | 266,015 | $21.0M | 0.18% | −372,564−58.3% | Reduced |
| Walleye Trading LLC | 264,008 | $20.9M | 0.68% | −187,332−41.5% | Reduced |
| Blue Chip Partners, Inc. | 263,335 | $20.8M | 2.85% | +6,598+2.6% | Added |
| ProShare Advisors LLC | 256,993 | $20.3M | 0.08% | −40,486−13.6% | Reduced |
| Gamco Investors, Inc. Et Al | 254,947 | $20.1M | 0.24% | −6,250−2.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 250,873 | $19.8M | 0.16% | −8,083−3.1% | Reduced |
| Heritage Investors Management Corp | 250,343 | $19.8M | 1.00% | −3,024−1.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 247,597 | $19.6M | 0.04% | +30,014+13.8% | Added |
| RMB Capital Management, LLC | 247,051 | $19.5M | 0.73% | −9,569−3.7% | Reduced |
| LGT Capital Partners Ltd. | 243,640 | $19.3M | 0.59% | −15,500−6.0% | Reduced |
| Comerica Bank | 242,279 | $19.2M | 0.16% | −846−0.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 243,311 | $19.2M | 0.47% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 249,133 | $18.9M | 0.24% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 238,578 | $18.9M | 0.08% | +8,307+3.6% | Added |
| Panagora Asset Management Inc | 238,539 | $18.8M | 0.13% | −515,098−68.3% | Reduced |
| Putnam Investments LLC | 236,589 | $18.7M | 0.04% | −37,686−13.7% | Reduced |
| Chartwell Investment Partners, LLC | 234,876 | $18.6M | 0.79% | +847+0.4% | Added |
| IFM Investors Pty Ltd | 232,246 | $18.4M | 0.33% | +3,088+1.3% | Added |
| Arrowstreet Capital, Limited Partnership | 231,634 | $18.3M | 0.03% | −213,849−48.0% | Reduced |
| Tiaa, FSB | 231,568 | $18.3M | 0.08% | +9,936+4.5% | Added |
| E. Ohman J:or Asset Management AB | 229,550 | $18.1M | 0.83% | −138,155−37.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 228,786 | $18.1M | 0.05% | −7,202−3.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 227,629 | $18.0M | 0.99% | +1,574+0.7% | Added |
| USS Investment Management Ltd | 226,741 | $17.9M | 0.28% | −99,562−30.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 226,735 | $17.9M | 0.04% | +548+0.2% | Added |
| Baird Financial Group, Inc. | 225,433 | $17.8M | 0.05% | −20,710−8.4% | Reduced |
| Utah Retirement Systems | 224,568 | $17.7M | 0.30% | −3,100−1.4% | Reduced |
| Matrix Asset Advisors Inc | 224,258 | $17.7M | 2.90% | +35,860+19.0% | Added |
| Bank of Nova Scotia | 220,188 | $17.4M | 0.06% | −404,122−64.7% | Reduced |
| Public Employees Retirement Association of Colorado | 219,066 | $17.3M | 0.10% | −1,141−0.5% | Reduced |
| Bailard, Inc. | 215,046 | $17.0M | 0.70% | +7,477+3.6% | Added |
| Gulf International Bank (UK) Ltd | 214,773 | $17.0M | 0.32% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 214,725 | $17.0M | 0.23% | −5,331−2.4% | Reduced |
| Hallmark Capital Management Inc | 213,827 | $16.9M | 1.69% | −1,851−0.9% | Reduced |
| Yousif Capital Management, LLC | 211,850 | $16.7M | 0.24% | −10,224−4.6% | Reduced |
| Abner Herrman & Brock LLC | 211,785 | $16.7M | 3.07% | +20,370+10.6% | Added |
| Mark Asset Management LP | 210,564 | $16.6M | 4.12% | −560.0% | Reduced |
| New York Life Investment Management LLC | 210,424 | $16.6M | 0.20% | −9,598−4.4% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 207,440 | $16.4M | 4.17% | −910−0.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 205,000 | $16.2M | 0.26% | 00.0% | Unchanged |
| Earnest Partners LLC | 204,207 | $16.1M | 0.11% | +7,358+3.7% | Added |
| Diamond Hill Capital Management Inc | 202,252 | $16.0M | 0.08% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 201,300 | $15.9M | 2.43% | +3,060+1.5% | Added |
| Crossmark Global Holdings, Inc. | 200,773 | $15.9M | 0.44% | −21,777−9.8% | Reduced |
| State of Alaska, Department of Revenue | 200,483 | $15.8M | 0.21% | −16,935−7.8% | Reduced |
| Guggenheim Capital LLC | 199,787 | $15.8M | 0.15% | +4,743+2.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 195,873 | $15.5M | 0.16% | −7,884−3.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 193,150 | $15.3M | 0.03% | −26,587−12.1% | Reduced |
| Abeille Asset Management SA | 192,947 | $15.2M | 0.59% | −209,056−52.0% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 198,789 | $15.1M | 1.05% | 00.0% | Unchanged |
| Hosking Partners LLP | 190,340 | $15.0M | 0.66% | −11,813−5.8% | Reduced |
| Texas Permanent School Fund | 189,017 | $14.9M | 0.24% | +4,635+2.5% | Added |
| Blair William & Co | 187,072 | $14.8M | 0.07% | +12,213+7.0% | Added |
| Bridgecreek Investment Management, LLC | 183,780 | $14.5M | 3.10% | −500−0.3% | Reduced |
| Qube Research & Technologies Ltd | 182,883 | $14.4M | 0.09% | −250,857−57.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 180,565 | $14.3M | 0.77% | +1,281+0.7% | Added |
| Payden & Rygel | 180,100 | $14.2M | 0.83% | +8,300+4.8% | Added |
| Pacific Heights Asset Management LLC | 180,000 | $14.2M | 1.51% | 00.0% | Unchanged |
| Core Alternative Capital | 177,184 | $14.0M | 2.23% | +72,983+70.0% | Added |
| Erste Asset Management GmbH | 174,678 | $13.9M | 0.31% | +8,085+4.9% | Added |
| Walleye Capital LLC | 173,730 | $13.7M | 0.31% | +173,730 | New |
| Gratus Capital LLC | 173,698 | $13.7M | 1.46% | +15,532+9.8% | Added |
| Cornerstone Advisors, LLC | 170,100 | $13.4M | 0.66% | +66,100+63.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 168,430 | $13.3M | 0.07% | −1,020−0.6% | Reduced |
| Capula Management Ltd | 167,709 | $13.3M | 1.63% | +61,224+57.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 165,401 | $13.1M | 0.32% | +18,383+12.5% | Added |
| MML Investors Services, LLC | 164,608 | $13.0M | 0.10% | +9,632+6.2% | Added |
| O'Shaughnessy Asset Management, LLC | 164,553 | $13.0M | 0.24% | +8,350+5.3% | Added |
| Man Group plc | 160,500 | $12.7M | 0.06% | – | – |
| Winton Group Ltd | 158,078 | $12.5M | 0.82% | +86,792+121.8% | Added |
| Pittenger & Anderson Inc | 156,834 | $12.4M | 0.74% | −795−0.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 156,426 | $12.4M | 0.22% | −6,087−3.7% | Reduced |
| Acadian Asset Management LLC | 156,274 | $12.3M | 0.07% | +19,961+14.6% | Added |
| Czech National Bank | 155,594 | $12.3M | 0.35% | +155,594 | New |
| Allspring Global Investments Holdings, LLC | 155,244 | $12.3M | 0.02% | +42,702+37.9% | Added |
| Rockefeller Capital Management L.P. | 153,699 | $12.1M | 0.06% | +7,478+5.1% | Added |
| Capstone Investment Advisors, LLC | 153,371 | $12.1M | 0.26% | +33,021+27.4% | Added |
| Crestwood Advisors Group LLC | 152,815 | $12.1M | 0.43% | +22,588+17.3% | Added |
| Cullinan Associates Inc | 151,948 | $12.0M | 0.76% | +33,720+28.5% | Added |
| Wade G W & Inc | 151,378 | $12.0M | 0.59% | +432+0.3% | Added |
| Bessemer Group Inc | 149,215 | $11.8M | 0.03% | −182,075−55.0% | Reduced |
| Nissay Asset Management Corp | 148,730 | $11.8M | 0.12% | +3,132+2.2% | Added |
| Xponance, Inc. | 146,625 | $11.6M | 0.22% | +15,436+11.8% | Added |
| Captrust Financial Advisors | 145,897 | $11.5M | 0.07% | +653+0.4% | Added |
| Sit Investment Associates Inc | 145,590 | $11.5M | 0.34% | −27,425−15.9% | Reduced |
| Grand Jean Capital Management Inc | 145,301 | $11.5M | 5.09% | −375−0.3% | Reduced |
| Peapack Gladstone Financial Corp | 144,907 | $11.4M | 0.23% | −2,041−1.4% | Reduced |
| MAI Capital Management | 144,705 | $11.4M | 0.22% | +127,188+726.1% | Added |