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 |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | 142,900 | $11.3M | 0.48% | +3,841+2.8% | Added |
| Oppenheimer & Co Inc | 141,685 | $11.2M | 0.26% | +3,256+2.4% | Added |
| Regentatlantic Capital LLC | 140,849 | $11.1M | 0.33% | −3,884−2.7% | Reduced |
| APG Asset Management N.V. | 136,676 | $11.0M | 0.03% | −30,900−18.4% | Reduced |
| Bank of the West | 138,400 | $10.9M | 1.42% | −2,370−1.7% | Reduced |
| Shelton Capital Management | 138,375 | $10.9M | 0.52% | −9,227−6.3% | Reduced |
| Achmea Investment Management B.V. | 137,668 | $10.9M | 0.38% | −12,292−8.2% | Reduced |
| Hartford Investment Management Co | 136,608 | $10.8M | 0.35% | −4,899−3.5% | Reduced |
| AQR Capital Management LLC | 134,311 | $10.6M | 0.03% | −134,987−50.1% | Reduced |
| Burney Co | 133,790 | $10.6M | 0.58% | −523−0.4% | Reduced |
| Fullerton Fund Management Co Ltd. | 133,642 | $10.6M | 0.79% | +133,642 | New |
| Edge Capital Group, LLC | 132,983 | $10.5M | 0.86% | +1,515+1.2% | Added |
| Wealthfront Advisers LLC | 132,925 | $10.5M | 0.06% | +34,719+35.4% | Added |
| Mercer Global Advisors Inc | 131,745 | $10.4M | 0.06% | −31,819−19.5% | Reduced |
| D. E. Shaw & Co., Inc. | 130,335 | $10.3M | 0.02% | −667,129−83.7% | Reduced |
| Telos Capital Management, Inc. | 130,016 | $10.3M | 1.69% | +197+0.2% | Added |
| British Columbia Investment Management Corp | 129,795 | $10.3M | 0.12% | −25,300−16.3% | Reduced |
| Bokf, NA | 129,224 | $10.2M | 0.21% | +817+0.6% | Added |
| Advisors Asset Management, Inc. | 128,939 | $10.2M | 0.21% | −8,471−6.2% | Reduced |
| FineMark National Bank & Trust | 128,918 | $10.2M | 0.51% | +22,237+20.8% | Added |
| Tower Research Capital LLC (TRC) | 127,506 | $10.1M | 0.16% | +51,055+66.8% | Added |
| Agf Investments Inc. | 126,661 | $10.0M | 0.09% | +89,318+239.2% | Added |
| Brightworth | 124,652 | $9.85M | 1.06% | −517−0.4% | Reduced |
| Scotia Capital Inc. | 124,448 | $9.83M | 0.08% | −13,141−9.6% | Reduced |
| Creative Planning | 122,191 | $9.65M | 0.02% | −6,577−5.1% | Reduced |
| Grassi Investment Management | 121,275 | $9.58M | 1.41% | 00.0% | Unchanged |
| Argent Trust Co | 120,777 | $9.54M | 0.69% | +2,011+1.7% | Added |
| BTC Capital Management, Inc. | 120,714 | $9.54M | 1.25% | +2,150+1.8% | Added |
| Madison Asset Management, LLC | 117,499 | $9.28M | 0.16% | +114,393+3,683.0% | Added |
| Socorro Asset Management LP | 113,032 | $8.93M | 4.16% | −31,121−21.6% | Reduced |
| Winslow Capital Management, LLC | 112,942 | $8.92M | 0.05% | −1,611−1.4% | Reduced |
| Squarepoint Ops LLC | 112,189 | $8.86M | 0.08% | +112,189 | New |
| Securian Asset Management, Inc | 111,400 | $8.80M | 0.26% | −4,472−3.9% | Reduced |
| Westpac Banking Corp | 110,962 | $8.77M | 0.13% | 00.0% | Unchanged |
| ING Groep NV | 110,382 | $8.72M | 0.15% | −127,960−53.7% | Reduced |
| Appleton Partners Inc | 108,605 | $8.58M | 0.86% | +743+0.7% | Added |
| Private Capital Advisors, Inc. | 107,295 | $8.48M | 1.47% | −224−0.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 106,110 | $8.38M | 0.79% | +100,730+1,872.3% | Added |
| Flputnam Investment Management Co | 105,352 | $8.32M | 0.32% | +3,573+3.5% | Added |
| Tweedy, Browne Co LLC | 105,055 | $8.30M | 0.37% | −17,615−14.4% | Reduced |
| Kentucky Retirement Systems | 104,824 | $8.28M | 0.35% | +960+0.9% | Added |
| Citadel Advisors LLC | 104,591 | $8.26M | 0.01% | −170,848−62.0% | Reduced |
| Assetmark, Inc | 104,285 | $8.24M | 0.04% | +27,536+35.9% | Added |
| Marvin & Palmer Associates Inc | 103,659 | $8.19M | 5.03% | +88,882+601.5% | Added |
| Capital International Sarl | 103,614 | $8.19M | 0.66% | +31,970+44.6% | Added |
| Norinchukin Bank, The | 102,856 | $8.13M | 0.17% | +13,866+15.6% | Added |
| Oregon Public Employees Retirement Fund | 102,340 | $8.09M | 0.12% | −8,076−7.3% | Reduced |
| Ziegler Capital Management, LLC | 102,116 | $8.08M | 0.35% | −4,636−4.3% | Reduced |
| Banco Santander, S.A. | 101,768 | $8.04M | 0.11% | −4,745−4.5% | Reduced |
| Ethic Inc. | 100,598 | $7.95M | 0.54% | +9,251+10.1% | Added |
| Brinker Capital Investments, LLC | 100,075 | $7.91M | 0.16% | +534+0.5% | Added |
| Fred Alger Management, LLC | 99,972 | $7.90M | 0.04% | −9,660−8.8% | Reduced |
| Amica Mutual Insurance Co | 99,676 | $7.88M | 1.12% | −15,458−13.4% | Reduced |
| Ashfield Capital Partners, LLC | 99,593 | $7.87M | 0.66% | −1,040−1.0% | Reduced |
| JustInvest LLC | 99,385 | $7.85M | 0.36% | +23,194+30.4% | Added |
| Credit Agricole S A | 98,652 | $7.79M | 0.26% | +18,618+23.3% | Added |
| Elo Mutual Pension Insurance Co | 98,537 | $7.79M | 0.29% | −6,769−6.4% | Reduced |
| General Pension Society PZU Joint Stock Co | 97,369 | $7.69M | 3.79% | −27,000−21.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 96,874 | $7.65M | 0.17% | +4,496+4.9% | Added |
| Lowe Brockenbrough & Co Inc | 96,523 | $7.63M | 0.73% | −9,089−8.6% | Reduced |
| Dowling & Yahnke LLC | 96,412 | $7.62M | 0.35% | +413+0.4% | Added |
| Daiwa Securities Group Inc. | 95,375 | $7.54M | 0.06% | +2,179+2.3% | Added |
| Brown Advisory Inc | 93,925 | $7.42M | 0.01% | +5,653+6.4% | Added |
| Wolverine Trading, LLC | 91,786 | $7.33M | 0.28% | +10,182+12.5% | Added |
| Kestra Advisory Services, LLC | 92,554 | $7.31M | 0.08% | −5,321−5.4% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $7.27M | 0.95% | 00.0% | Unchanged |
| Capital International Inc | 91,927 | $7.26M | 0.16% | +59,599+184.4% | Added |
| Point72 Europe (London) LLP | 91,800 | $7.25M | 2.31% | +8,700+10.5% | Added |
| SG Americas Securities, LLC | 90,832 | $7.18M | 0.11% | +1,593+1.8% | Added |
| Becker Capital Management Inc | 90,283 | $7.13M | 0.37% | −217−0.2% | Reduced |
| Telemus Capital, LLC | 89,955 | $7.11M | 0.73% | +55+0.1% | Added |
| Capital Analysts, LLC | 89,500 | $7.07M | 0.49% | +4,807+5.7% | Added |
| Hennessy Advisors Inc | 88,800 | $7.02M | 0.48% | −5,800−6.1% | Reduced |
| White Pine Investment CO | 86,619 | $6.84M | 2.83% | −2,641−3.0% | Reduced |
| D.A. Davidson & Co. | 86,067 | $6.81M | 0.09% | −2,881−3.2% | Reduced |
| Oak Harvest Investment Services | 85,802 | $6.78M | 1.81% | +3,408+4.1% | Added |
| Louisiana State Employees Retirement System | 85,700 | $6.77M | 0.20% | −2,900−3.3% | Reduced |
| Polar Capital Holdings Plc | 85,626 | $6.76M | 0.05% | −23,316−21.4% | Reduced |
| Prospera Financial Services Inc | 85,309 | $6.74M | 0.35% | +326+0.4% | Added |
| Private Advisor Group, LLC | 85,285 | $6.74M | 0.08% | +10,944+14.7% | Added |
| Edmond de Rothschild Holding S.A. | 85,161 | $6.73M | 0.18% | +6,050+7.6% | Added |
| Gradient Investments LLC | 85,081 | $6.72M | 0.21% | −855−1.0% | Reduced |
| Capital Group Private Client Services, Inc. | 84,834 | $6.70M | 0.09% | +3,712+4.6% | Added |
| Montag A & Associates Inc | 83,855 | $6.63M | 0.46% | −3,390−3.9% | Reduced |
| McGuire Investment Group, LLC | 83,611 | $6.61M | 1.50% | −532−0.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 83,268 | $6.58M | 0.67% | −7,263−8.0% | Reduced |
| PFS Investments Inc. | 83,072 | $6.56M | 0.14% | +766+0.9% | Added |
| Hourglass Capital, LLC | 81,682 | $6.45M | 2.45% | −150−0.2% | Reduced |
| YHB Investment Advisors, Inc. | 81,666 | $6.45M | 0.72% | −2,428−2.9% | Reduced |
| Cubist Systematic Strategies, LLC | 81,586 | $6.45M | 0.05% | −148,855−64.6% | Reduced |
| Burns J W & Co Inc | 81,459 | $6.44M | 1.26% | +126+0.2% | Added |
| Mizuho Markets Cayman LP | 80,858 | $6.39M | 0.91% | +46,850+137.8% | Added |
| RNC Capital Management LLC | 80,784 | $6.38M | 0.40% | −7,726−8.7% | Reduced |
| Copeland Capital Management, LLC | 80,182 | $6.33M | 0.21% | +10,396+14.9% | Added |
| Capital International Ltd | 78,751 | $6.22M | 0.43% | +57,241+266.1% | Added |
| Metropolitan Life Insurance Co | 78,337 | $6.19M | 0.29% | −4,508−5.4% | Reduced |
| Ci Investments Inc. | 78,320 | $6.19M | 0.03% | +78,153+46,798.2% | Added |
| CTC LLC | 78,222 | $6.18M | 0.73% | +14,370+22.5% | Added |
| Ieq Capital, LLC | 78,161 | $6.17M | 0.17% | −16,280−17.2% | Reduced |
| Banque Pictet & Cie SA | 76,577 | $6.05M | 0.07% | −1,747−2.2% | Reduced |