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, Q4 2022
Institutional positions in Morgan Stanley as of Dec 31, 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
- 1,682
- +130 vs. Q3 2022
- Shares held
- 1.41B
- −8.27M (−0.6%) vs. Q3 2022
- Total value
- $120.2B
- +$7.79B (+6.9%) vs. Q3 2022
- New holders
- 218
- 608 more added
- Sold out
- 88
- 626 more reduced
34 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $218.1B |
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $32.1B | 100.00% | 00.0% | Unchanged |
| State Street Corp | 120,747,195 | $10.3B | 0.60% | −594,058−0.5% | Reduced |
| Vanguard Group Inc | 112,674,113 | $9.58B | 0.26% | −989,050−0.9% | Reduced |
| BlackRock Inc. | 89,307,933 | $7.59B | 0.24% | −1,062,076−1.2% | Reduced |
| Wellington Management Group LLP | 45,993,894 | $3.91B | 0.78% | −3,215,552−6.5% | Reduced |
| JPMorgan Chase & Co | 45,548,794 | $3.87B | 0.55% | +1,826,342+4.2% | Added |
| FMR LLC | 25,409,056 | $2.16B | 0.21% | −261,147−1.0% | Reduced |
| Capital World Investors | 24,977,981 | $2.12B | 0.45% | +8,776,196+54.2% | Added |
| Capital International Investors | 24,652,287 | $2.10B | 0.56% | +720,909+3.0% | Added |
| Geode Capital Management, LLC | 23,258,148 | $1.97B | 0.28% | +97,672+0.4% | Added |
| Bank of America Corp | 21,767,134 | $1.85B | 0.23% | −1,435,535−6.2% | Reduced |
| Capital Research Global Investors | 21,397,151 | $1.82B | 0.55% | −7,059,720−24.8% | Reduced |
| Massachusetts Financial Services Co | 20,942,609 | $1.78B | 0.62% | −397,750−1.9% | Reduced |
| Fisher Asset Management, LLC | 18,973,269 | $1.61B | 1.09% | +556,833+3.0% | Added |
| Ameriprise Financial Inc | 15,087,759 | $1.28B | 0.44% | −177,783−1.2% | Reduced |
| Bank of New York Mellon Corp | 14,150,351 | $1.20B | 0.27% | +915,134+6.9% | Added |
| Northern Trust Corp | 13,414,365 | $1.14B | 0.24% | −99,477−0.7% | Reduced |
| Royal Bank of Canada | 12,145,360 | $1.03B | 0.31% | +6,924,757+132.6% | Added |
| Norges Bank | 11,251,067 | $956.6M | 0.23% | +149,943+1.4% | Added |
| Price T Rowe Associates Inc | 10,737,304 | $912.9M | 0.15% | +379,286+3.7% | Added |
| Nuveen Asset Management, LLC | 10,171,729 | $864.8M | 0.34% | −1,147,424−10.1% | Reduced |
| Dimensional Fund Advisors LP | 9,656,692 | $821.0M | 0.29% | +111,008+1.2% | Added |
| Franklin Resources Inc | 9,653,549 | $820.7M | 0.43% | +7,099+0.1% | Added |
| Goldman Sachs Group Inc | 9,652,790 | $820.7M | 0.23% | −443,379−4.4% | Reduced |
| Invesco Ltd. | 9,389,473 | $798.3M | 0.23% | −346,617−3.6% | Reduced |
| Legal & General Group Plc | 8,711,027 | $740.6M | 0.28% | −639,288−6.8% | Reduced |
| Manufacturers Life Insurance Company, The | 8,378,830 | $712.4M | 0.45% | −2,564,387−23.4% | Reduced |
| Charles Schwab Investment Management Inc | 8,426,524 | $710.5M | 0.23% | +41,019+0.5% | Added |
| Janus Henderson Group PLC | 8,168,750 | $694.5M | 0.50% | −35,029−0.4% | Reduced |
| Eagle Capital Management LLC | 7,267,668 | $617.9M | 2.93% | −5,343,748−42.4% | Reduced |
| UBS Group AG | 7,262,063 | $617.4M | 0.30% | +579,577+8.7% | Added |
| Bank of Montreal | 6,163,456 | $556.3M | 0.43% | −265,862−4.1% | Reduced |
| UBS Asset Management Americas Inc | 5,908,623 | $502.4M | 0.26% | +541,762+10.1% | Added |
| Morgan Stanley | 5,704,618 | $485.0M | 0.06% | +1,031,745+22.1% | Added |
| Amundi | 5,310,773 | $472.5M | 0.26% | +990,635+22.9% | Added |
| Principal Financial Group Inc | 5,272,155 | $448.2M | 0.34% | −38,036−0.7% | Reduced |
| Credit Suisse AG | 5,262,038 | $447.4M | 0.48% | +765,347+17.0% | Added |
| Wells Fargo & Company | 4,871,207 | $414.2M | 0.13% | −122,998−2.5% | Reduced |
| Barclays PLC | 4,437,877 | $377.3M | 0.33% | +445,962+11.2% | Added |
| LSV Asset Management | 3,963,818 | $337.0M | 0.74% | −321,458−7.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,857,777 | $328.0M | 0.26% | −273,581−6.6% | Reduced |
| Deutsche Bank AG | 3,850,468 | $327.4M | 0.19% | −507,077−11.6% | Reduced |
| Neuberger Berman Group LLC | 3,638,724 | $309.4M | 0.30% | +455,603+14.3% | Added |
| Lord, Abbett & Co. LLC | 3,586,813 | $305.0M | 1.09% | −106,422−2.9% | Reduced |
| Primecap Management Co | 3,551,743 | $302.0M | 0.28% | −1,697,218−32.3% | Reduced |
| Schroder Investment Management Group | 3,432,750 | $291.9M | 0.46% | −177,540−4.9% | Reduced |
| Fayez Sarofim & Co | 3,410,383 | $290.0M | 1.07% | −7740.0% | Reduced |
| Citigroup Inc | 3,401,789 | $289.2M | 0.41% | −988,663−22.5% | Reduced |
| Canada Pension Plan Investment Board | 3,333,624 | $283.4M | 0.50% | −201,830−5.7% | Reduced |
| Alliancebernstein L.P. | 3,310,597 | $281.5M | 0.13% | −88,889−2.6% | Reduced |
| TD Asset Management Inc | 2,965,292 | $252.1M | 0.31% | −49,335−1.6% | Reduced |
| Nordea Investment Management AB | 2,928,391 | $247.5M | 0.39% | +361,097+14.1% | Added |
| FIL Ltd | 2,869,844 | $244.0M | 0.29% | +89,817+3.2% | Added |
| California Public Employees Retirement System | 2,850,851 | $242.4M | 0.21% | −63,083−2.2% | Reduced |
| HSBC Holdings PLC | 2,720,892 | $231.0M | 0.29% | +448,403+19.7% | Added |
| Toronto Dominion Bank | 2,632,236 | $223.7M | 0.33% | +131,555+5.3% | Added |
| The PNC Financial Services Group, Inc. | 2,620,430 | $222.8M | 0.21% | −81,459−3.0% | Reduced |
| Rhumbline Advisers | 2,541,627 | $216.1M | 0.29% | +96,714+4.0% | Added |
| First Republic Investment Management, Inc. | 2,412,187 | $205.1M | 0.46% | −132,378−5.2% | Reduced |
| Cullen Capital Management LLC | 2,261,038 | $192.1M | 2.47% | −631,805−21.8% | Reduced |
| New York State Common Retirement Fund | 2,255,569 | $191.8M | 0.26% | −25,440−1.1% | Reduced |
| California State Teachers Retirement System | 2,182,642 | $185.6M | 0.29% | −5,677−0.3% | Reduced |
| Macquarie Group Ltd | 2,180,545 | $185.4M | 0.22% | +334,418+18.1% | Added |
| Ensign Peak Advisors, Inc | 2,061,094 | $175.2M | 0.39% | +111,776+5.7% | Added |
| First Trust Advisors LP | 2,057,718 | $175.0M | 0.21% | −84,911−4.0% | Reduced |
| BNP Paribas Arbitrage, SA | 1,953,520 | $166.1M | 0.42% | +827,938+73.6% | Added |
| Focused Investors LLC | 1,941,200 | $165.0M | 5.32% | −6,800−0.3% | Reduced |
| Fifth Third Bancorp | 1,897,301 | $161.3M | 0.78% | +8170.0% | Added |
| National Pension Service | 1,850,906 | $157.4M | 0.31% | −36,978−2.0% | Reduced |
| Prudential Financial Inc | 1,777,579 | $151.1M | 0.25% | −19,214−1.1% | Reduced |
| New York State Teachers Retirement System | 1,553,260 | $132.1M | 0.32% | −48,533−3.0% | Reduced |
| Thrivent Financial for Lutherans | 1,478,452 | $125.7M | 0.33% | −32,103−2.1% | Reduced |
| Natixis | 1,454,993 | $123.7M | 0.73% | +850,560+140.7% | Added |
| State Board of Administration of Florida Retirement System | 1,447,555 | $123.1M | 0.30% | −12,470−0.9% | Reduced |
| American Century Companies Inc | 1,425,974 | $121.2M | 0.10% | +179,992+14.4% | Added |
| Raymond James & Associates | 1,377,913 | $117.1M | 0.11% | +85,995+6.7% | Added |
| Envestnet Asset Management Inc | 1,365,353 | $116.1M | 0.06% | +15,042+1.1% | Added |
| Adage Capital Partners GP, L.L.C. | 1,325,934 | $112.7M | 0.27% | −23,400−1.7% | Reduced |
| Eminence Capital, LP | 1,321,561 | $112.4M | 2.09% | −8,531−0.6% | Reduced |
| Stifel Financial Corp | 1,295,678 | $110.2M | 0.17% | +71,040+5.8% | Added |
| Evercore Wealth Management, LLC | 1,287,324 | $109.4M | 2.29% | +10,012+0.8% | Added |
| Great West Life Assurance Co | 1,258,036 | $107.4M | 0.28% | +133,315+11.9% | Added |
| Natixis Advisors, L.P. | 1,226,800 | $104.3M | 0.39% | −23,466−1.9% | Reduced |
| Korea Investment CORP | 1,179,519 | $100.3M | 0.32% | −226,546−16.1% | Reduced |
| Retirement Systems of Alabama | 1,139,427 | $96.9M | 0.42% | −22,463−1.9% | Reduced |
| KBC Group NV | 1,129,832 | $96.1M | 0.47% | −659,689−36.9% | Reduced |
| Victory Capital Management Inc | 1,128,703 | $96.0M | 0.11% | −39,685−3.4% | Reduced |
| Commerce Bank | 1,127,505 | $95.9M | 0.78% | −22,695−2.0% | Reduced |
| Truist Financial Corp | 1,115,268 | $94.8M | 0.17% | −24,860−2.2% | Reduced |
| Brandywine Global Investment Management, LLC | 1,095,437 | $93.1M | 0.73% | −165,057−13.1% | Reduced |
| Douglas Lane & Associates, LLC | 1,082,196 | $92.0M | 1.54% | −13,590−1.2% | Reduced |
| Voya Investment Management LLC | 1,058,682 | $90.0M | 0.10% | −88,083−7.7% | Reduced |
| Susquehanna International Group, LLP | 1,037,094 | $88.2M | 0.17% | +368,381+55.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,012,142 | $86.1M | 0.31% | +710,972+236.1% | Added |
| Russell Investments Group, Ltd. | 1,007,746 | $85.7M | 0.18% | +47,913+5.0% | Added |
| Artisan Partners Limited Partnership | 1,002,732 | $85.3M | 0.15% | −181,821−15.3% | Reduced |
| Public Employees Retirement System of Ohio | 1,001,307 | $85.1M | 0.37% | −6,520−0.6% | Reduced |
| Swedbank AB | 980,923 | $83.4M | 0.18% | +125,308+14.6% | Added |
| Ferguson Wellman Capital Management, Inc | 915,618 | $77.8M | 2.03% | +383,457+72.1% | Added |
| Standard Life Aberdeen plc | 908,004 | $77.2M | 0.21% | +63,808+7.6% | Added |