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
- 1,681
- +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
- 625 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 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 85,702 | $7.29M | 0.23% | +621+0.7% | Added |
| Los Angeles Capital Management LLC | 85,791 | $7.29M | 0.04% | +9,520+12.5% | Added |
| Bokf, NA | 87,147 | $7.41M | 0.14% | −42,077−32.6% | Reduced |
| Kinneret Advisory, LLC | 87,181 | $7.41M | 0.98% | +71,841+468.3% | Added |
| JustInvest LLC | 87,503 | $7.44M | 0.31% | −11,882−12.0% | Reduced |
| D.A. Davidson & Co. | 87,672 | $7.46M | 0.09% | +1,605+1.9% | Added |
| Coronation Fund Managers Ltd. | 87,939 | $7.48M | 0.21% | +87,939 | New |
| Ieq Capital, LLC | 88,945 | $7.56M | 0.21% | +10,784+13.8% | Added |
| Kestra Advisory Services, LLC | 89,077 | $7.57M | 0.07% | −3,477−3.8% | Reduced |
| Capital Analysts, LLC | 90,838 | $7.72M | 0.47% | +1,338+1.5% | Added |
| Prudential PLC | 90,913 | $7.73M | 0.10% | +29,928+49.1% | Added |
| Capstone Investment Advisors, LLC | 91,157 | $7.75M | 0.20% | −62,214−40.6% | Reduced |
| Becker Capital Management Inc | 91,774 | $7.80M | 0.36% | +1,491+1.7% | Added |
| Amica Mutual Insurance Co | 91,849 | $7.81M | 0.99% | −7,827−7.9% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $7.82M | 0.91% | 00.0% | Unchanged |
| Telemus Capital, LLC | 89,973 | $7.88M | 0.72% | +180.0% | Added |
| Agf Management Ltd | 95,814 | $8.15M | 0.06% | +95,814 | New |
| Hartford Investment Management Co | 96,012 | $8.16M | 0.25% | −40,596−29.7% | Reduced |
| Maryland State Retirement & Pension System | 96,709 | $8.22M | 0.24% | +96,709 | New |
| Edmond de Rothschild Holding S.A. | 96,973 | $8.24M | 0.19% | +11,812+13.9% | Added |
| General Pension Society PZU Joint Stock Co | 97,369 | $8.28M | 3.61% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 98,067 | $8.34M | 0.06% | +2,692+2.8% | Added |
| Cetera Investment Advisers | 102,920 | $8.43M | 0.08% | +67,545+190.9% | Added |
| Elo Mutual Pension Insurance Co | 99,679 | $8.47M | 0.29% | +1,142+1.2% | Added |
| Lowe Brockenbrough & Co Inc | 99,747 | $8.48M | 0.74% | +3,224+3.3% | Added |
| Polar Capital Holdings Plc | 100,318 | $8.53M | 0.07% | +14,692+17.2% | Added |
| Intact Investment Management Inc. | 101,400 | $8.62M | 0.37% | +59,900+144.3% | Added |
| New Republic Capital, LLC | 101,539 | $8.63M | 6.81% | +101,539 | New |
| Socorro Asset Management LP | 101,636 | $8.64M | 3.75% | −11,396−10.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 101,732 | $8.65M | 0.18% | +4,858+5.0% | Added |
| Oregon Public Employees Retirement Fund | 101,734 | $8.65M | 0.11% | −606−0.6% | Reduced |
| Brinker Capital Investments, LLC | 102,605 | $8.72M | 0.17% | +2,530+2.5% | Added |
| Capital International Inc | 103,226 | $8.78M | 0.19% | +11,299+12.3% | Added |
| Illinois Municipal Retirement Fund | 103,516 | $8.80M | 0.20% | +42,240+68.9% | Added |
| Ethic Inc. | 103,659 | $8.81M | 0.48% | +3,061+3.0% | Added |
| Capital International Ltd | 104,238 | $8.86M | 0.61% | +25,487+32.4% | Added |
| La Banque Postale Asset Management SA | 104,670 | $8.90M | 0.25% | +104,670 | New |
| Appleton Partners Inc | 105,090 | $8.94M | 0.85% | −3,515−3.2% | Reduced |
| Brown Advisory Inc | 105,173 | $8.94M | 0.02% | +11,248+12.0% | Added |
| Kentucky Retirement Systems | 105,284 | $8.95M | 0.35% | +460+0.4% | Added |
| Banco Santander, S.A. | 106,602 | $9.06M | 0.13% | +4,834+4.8% | Added |
| Easterly Investment Partners LLC | 107,696 | $9.16M | 0.79% | +107,696 | New |
| Securian Asset Management, Inc | 108,376 | $9.21M | 0.26% | −3,024−2.7% | Reduced |
| Marvin & Palmer Associates Inc | 109,548 | $9.31M | 4.90% | +5,889+5.7% | Added |
| Credit Agricole S A | 110,097 | $9.36M | 0.35% | +11,445+11.6% | Added |
| Advisors Asset Management, Inc. | 110,484 | $9.39M | 0.19% | −18,455−14.3% | Reduced |
| Edge Capital Group, LLC | 111,234 | $9.46M | 0.66% | −21,749−16.4% | Reduced |
| Flputnam Investment Management Co | 111,678 | $9.49M | 0.35% | +6,326+6.0% | Added |
| Winslow Capital Management, LLC | 112,706 | $9.58M | 0.05% | −236−0.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 113,444 | $9.64M | 0.01% | −118,190−51.0% | Reduced |
| Ziegler Capital Management, LLC | 113,592 | $9.70M | 0.41% | +11,476+11.2% | Added |
| British Columbia Investment Management Corp | 114,177 | $9.71M | 0.11% | −15,618−12.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 115,300 | $9.80M | 0.02% | −39,944−25.7% | Reduced |
| Fullerton Fund Management Co Ltd. | 116,159 | $9.88M | 0.74% | −17,483−13.1% | Reduced |
| Ci Investments Inc. | 116,287 | $9.89M | 0.05% | +37,967+48.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 116,575 | $9.91M | 0.17% | −39,851−25.5% | Reduced |
| Ossiam | 118,969 | $10.1M | 0.26% | +101,882+596.3% | Added |
| Grassi Investment Management | 121,275 | $10.3M | 1.40% | 00.0% | Unchanged |
| Burney Co | 122,088 | $10.4M | 0.53% | −11,702−8.7% | Reduced |
| Scotia Capital Inc. | 123,844 | $10.5M | 0.08% | −604−0.5% | Reduced |
| Argent Trust Co | 124,702 | $10.6M | 0.70% | +3,925+3.2% | Added |
| BTC Capital Management, Inc. | 124,877 | $10.6M | 1.28% | +4,163+3.4% | Added |
| Wealthfront Advisers LLC | 126,262 | $10.7M | 0.05% | −6,663−5.0% | Reduced |
| Sit Investment Associates Inc | 126,790 | $10.8M | 0.30% | −18,800−12.9% | Reduced |
| Cerity Partners LLC | 127,858 | $10.9M | 0.07% | +103,675+428.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 128,227 | $10.9M | 0.25% | −37,174−22.5% | Reduced |
| AQR Capital Management LLC | 129,005 | $10.9M | 0.02% | −5,306−4.0% | Reduced |
| FineMark National Bank & Trust | 130,861 | $11.1M | 0.50% | +1,943+1.5% | Added |
| Achmea Investment Management B.V. | 140,296 | $11.2M | 0.37% | +2,628+1.9% | Added |
| APG Asset Management N.V. | 131,592 | $11.2M | 0.02% | −5,084−3.7% | Reduced |
| Capital International Sarl | 132,242 | $11.2M | 0.79% | +28,628+27.6% | Added |
| Peapack Gladstone Financial Corp | 133,103 | $11.3M | 0.22% | −11,804−8.1% | Reduced |
| Assetmark, Inc | 133,680 | $11.4M | 0.05% | +29,395+28.2% | Added |
| Cullinan Associates Inc | 134,010 | $11.4M | 0.63% | −17,938−11.8% | Reduced |
| Telos Capital Management, Inc. | 135,016 | $11.5M | 1.67% | +5,000+3.8% | Added |
| Bank of the West | 135,608 | $11.5M | 1.36% | −2,792−2.0% | Reduced |
| Creative Planning | 135,904 | $11.6M | 0.02% | +13,713+11.2% | Added |
| Fukoku Mutual Life Insurance Co | 136,110 | $11.6M | 0.98% | +30,000+28.3% | Added |
| Mercer Global Advisors Inc | 137,071 | $11.7M | 0.06% | +5,326+4.0% | Added |
| Kettle Hill Capital Management, LLC | 140,182 | $11.9M | 2.34% | +140,182 | New |
| Oppenheimer & Co Inc | 140,213 | $11.9M | 0.27% | −1,472−1.0% | Reduced |
| Acadian Asset Management LLC | 141,046 | $12.0M | 0.06% | −15,228−9.7% | Reduced |
| Crestwood Advisors Group LLC | 141,718 | $12.0M | 0.41% | −11,097−7.3% | Reduced |
| Voloridge Investment Management, LLC | 141,935 | $12.1M | 0.07% | +141,935 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 143,066 | $12.2M | 0.46% | +166+0.1% | Added |
| Grand Jean Capital Management Inc | 143,166 | $12.2M | 5.49% | −2,135−1.5% | Reduced |
| Bessemer Group Inc | 146,162 | $12.4M | 0.03% | −3,053−2.0% | Reduced |
| Nissay Asset Management Corp | 146,420 | $12.4M | 0.12% | −2,310−1.6% | Reduced |
| Wade G W & Inc | 147,340 | $12.5M | 0.51% | −4,038−2.7% | Reduced |
| Westpac Banking Corp | 151,075 | $12.8M | 0.19% | +40,113+36.2% | Added |
| Czech National Bank | 154,307 | $13.1M | 0.35% | −1,287−0.8% | Reduced |
| MML Investors Services, LLC | 154,485 | $13.1M | 0.09% | −10,123−6.1% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 156,090 | $13.3M | 0.88% | −42,699−21.5% | Reduced |
| Pittenger & Anderson Inc | 156,834 | $13.3M | 0.73% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 156,925 | $13.3M | 0.76% | −23,640−13.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 159,014 | $13.5M | 0.07% | −9,416−5.6% | Reduced |
| Captrust Financial Advisors | 160,832 | $13.7M | 0.07% | +14,935+10.2% | Added |
| Rockefeller Capital Management L.P. | 167,892 | $14.3M | 0.07% | +14,193+9.2% | Added |
| Cornerstone Advisors, LLC | 170,100 | $14.5M | 0.71% | 00.0% | Unchanged |
| MAI Capital Management | 171,207 | $14.6M | 0.25% | +26,502+18.3% | Added |