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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 171,500 | $14.6M | 0.24% | +24,875+17.0% | Added |
| Glenmede Trust Co NA | 171,806 | $14.6M | 0.09% | +124,485+263.1% | Added |
| Northwestern Mutual Wealth Management Co | 173,051 | $14.7M | 0.02% | −20,099−10.4% | Reduced |
| Putnam Investments LLC | 173,151 | $14.7M | 0.03% | −63,438−26.8% | Reduced |
| HRT Financial LP | 174,658 | $14.8M | 0.21% | −738,911−80.9% | Reduced |
| Baird Financial Group, Inc. | 175,498 | $14.9M | 0.04% | −49,935−22.2% | Reduced |
| Erste Asset Management GmbH | 178,750 | $15.2M | 0.32% | +4,072+2.3% | Added |
| Blair William & Co | 179,463 | $15.3M | 0.07% | −7,609−4.1% | Reduced |
| Pacific Heights Asset Management LLC | 180,000 | $15.3M | 1.49% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 181,630 | $15.4M | 0.14% | −18,157−9.1% | Reduced |
| Bridgecreek Investment Management, LLC | 183,280 | $15.6M | 3.48% | −500−0.3% | Reduced |
| Fred Alger Management, LLC | 184,619 | $15.7M | 0.09% | +84,647+84.7% | Added |
| Teewinot Capital Advisers, L.L.C. | 185,903 | $15.8M | 3.56% | +185,903 | New |
| Texas Permanent School Fund | 186,841 | $15.9M | 0.24% | −2,176−1.2% | Reduced |
| ING Groep NV | 187,160 | $15.9M | 0.16% | +76,778+69.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $16.0M | 0.24% | −16,516−8.1% | Reduced |
| Man Group plc | 195,533 | $16.6M | 0.06% | +35,033+21.8% | Added |
| Mark Asset Management LP | 195,769 | $16.6M | 3.93% | −14,795−7.0% | Reduced |
| Polaris Wealth Advisory Group, LLC | 186,595 | $16.7M | 1.24% | −145,259−43.8% | Reduced |
| Core Alternative Capital | 198,521 | $16.9M | 2.15% | +21,337+12.0% | Added |
| O'Shaughnessy Asset Management, LLC | 199,341 | $16.9M | 0.28% | +34,788+21.1% | Added |
| LVM Capital Management Ltd | 201,510 | $17.1M | 2.48% | +210+0.1% | Added |
| Diamond Hill Capital Management Inc | 202,252 | $17.2M | 0.08% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 202,388 | $17.2M | 0.21% | +1,905+1.0% | Added |
| New York Life Investment Management LLC | 206,916 | $17.6M | 0.20% | −3,508−1.7% | Reduced |
| Crossmark Global Holdings, Inc. | 206,966 | $17.6M | 0.44% | +6,193+3.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 207,080 | $17.6M | 4.13% | −360−0.2% | Reduced |
| Earnest Partners LLC | 207,333 | $17.6M | 0.11% | +3,126+1.5% | Added |
| Hallmark Capital Management Inc | 211,179 | $18.0M | 1.67% | −2,648−1.2% | Reduced |
| Abner Herrman & Brock LLC | 213,768 | $18.2M | 2.79% | +1,983+0.9% | Added |
| Twin Tree Management, LP | 214,443 | $18.2M | 0.56% | +179,496+513.6% | Added |
| Gulf International Bank (UK) Ltd | 214,773 | $18.3M | 0.32% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 214,906 | $18.3M | 0.24% | +3,056+1.4% | Added |
| Public Employees Retirement Association of Colorado | 215,455 | $18.3M | 0.10% | −3,611−1.6% | Reduced |
| Mutual of America Capital Management LLC | 216,320 | $18.4M | 0.23% | +1,595+0.7% | Added |
| USS Investment Management Ltd | 218,541 | $18.6M | 0.27% | −8,200−3.6% | Reduced |
| Utah Retirement Systems | 218,968 | $18.6M | 0.30% | −5,600−2.5% | Reduced |
| E. Ohman J:or Asset Management AB | 219,146 | $18.6M | 0.81% | −10,404−4.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 219,349 | $18.6M | 0.03% | −28,248−11.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 222,835 | $18.9M | 0.16% | +26,962+13.8% | Added |
| Bailard, Inc. | 224,241 | $19.1M | 0.73% | +9,195+4.3% | Added |
| Squarepoint Ops LLC | 225,527 | $19.2M | 0.14% | +113,338+101.0% | Added |
| Beacon Investment Advisory Services, Inc. | 227,469 | $19.3M | 0.99% | −160−0.1% | Reduced |
| LGT Capital Partners Ltd. | 229,840 | $19.5M | 0.57% | −13,800−5.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 230,033 | $19.6M | 0.28% | −19,100−7.7% | Reduced |
| Chartwell Investment Partners, LLC | 232,607 | $19.8M | 0.78% | −2,269−1.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 232,859 | $19.8M | 0.05% | +4,073+1.8% | Added |
| Harvest Portfolios Group Inc. | 234,689 | $20.0M | 1.15% | +234,689 | New |
| Point72 Asset Management, L.P. | 237,192 | $20.2M | 0.08% | +237,192 | New |
| Maple Capital Management, Inc. | 237,719 | $20.2M | 2.68% | +1,861+0.8% | Added |
| IFM Investors Pty Ltd | 237,982 | $20.2M | 0.34% | +5,736+2.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 238,535 | $20.3M | 0.15% | −12,338−4.9% | Reduced |
| RMB Capital Management, LLC | 238,707 | $20.3M | 0.72% | −8,344−3.4% | Reduced |
| Panagora Asset Management Inc | 239,075 | $20.3M | 0.13% | +536+0.2% | Added |
| CIBC Asset Management Inc | 242,716 | $20.6M | 0.09% | +4,138+1.7% | Added |
| Gamco Investors, Inc. Et Al | 245,197 | $20.8M | 0.22% | −9,750−3.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 245,778 | $20.9M | 0.04% | +19,043+8.4% | Added |
| Dana Investment Advisors, Inc. | 246,434 | $21.0M | 1.10% | −51,929−17.4% | Reduced |
| Citadel Advisors LLC | 251,202 | $21.4M | 0.02% | +146,611+140.2% | Added |
| Heritage Investors Management Corp | 251,530 | $21.4M | 0.97% | +1,187+0.5% | Added |
| Qube Research & Technologies Ltd | 258,581 | $22.0M | 0.13% | +75,698+41.4% | Added |
| ProShare Advisors LLC | 258,988 | $22.0M | 0.08% | +1,995+0.8% | Added |
| Tiaa, FSB | 260,472 | $22.1M | 0.09% | +28,904+12.5% | Added |
| Swiss Life Asset Management Ltd | 261,167 | $22.2M | 0.37% | −38,421−12.8% | Reduced |
| Matrix Asset Advisors Inc | 261,820 | $22.3M | 3.35% | +37,562+16.7% | Added |
| Adams Diversified Equity Fund, Inc. | 261,869 | $22.3M | 1.07% | −61,431−19.0% | Reduced |
| Blue Chip Partners, Inc. | 263,553 | $22.4M | 2.79% | +218+0.1% | Added |
| Handelsbanken Fonder AB | 265,056 | $22.5M | 0.14% | −5,707−2.1% | Reduced |
| Gabelli Funds LLC | 265,145 | $22.5M | 0.18% | −8,429−3.1% | Reduced |
| Ergoteles LLC | 266,252 | $22.6M | 0.83% | −259,129−49.3% | Reduced |
| Comerica Bank | 233,611 | $22.7M | 0.18% | −8,668−3.6% | Reduced |
| Argent Capital Management LLC | 269,647 | $22.9M | 0.82% | −1,364−0.5% | Reduced |
| Bollard Group LLC | 269,915 | $22.9M | 0.88% | −904−0.3% | Reduced |
| Payden & Rygel | 272,900 | $23.2M | 1.24% | +92,800+51.5% | Added |
| Advisor Group Holdings, Inc. | 273,344 | $23.3M | 0.05% | −1,451−0.5% | Reduced |
| Boston Common Asset Management, LLC | 275,264 | $23.4M | 1.12% | −45,021−14.1% | Reduced |
| Camden Capital, LLC | 279,229 | $23.7M | 3.76% | +279,229 | New |
| Keybank National Association | 286,394 | $24.3M | 0.12% | −2,156−0.7% | Reduced |
| Laurion Capital Management LP | 295,278 | $25.1M | 0.71% | −75,257−20.3% | Reduced |
| SG Americas Securities, LLC | 295,931 | $25.2M | 0.37% | +205,099+225.8% | Added |
| Chilton Capital Management LLC | 296,165 | $25.2M | 1.57% | −4,487−1.5% | Reduced |
| CIBC World Markets Inc. | 299,010 | $25.4M | 0.10% | −14,958−4.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 300,396 | $25.5M | 2.34% | −6,262−2.0% | Reduced |
| Teacher Retirement System of Texas | 302,344 | $25.7M | 0.19% | −3,469−1.1% | Reduced |
| Public Sector Pension Investment Board | 302,378 | $25.7M | 0.20% | +36,363+13.7% | Added |
| Walleye Trading LLC | 318,886 | $27.1M | 0.68% | +54,878+20.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 324,774 | $27.7M | 0.40% | +40,965+14.4% | Added |
| Forsta Ap-Fonden | 331,863 | $28.2M | 0.32% | +4,600+1.4% | Added |
| Mariner, LLC | 335,155 | $28.5M | 0.09% | +30,691+10.1% | Added |
| Amalgamated Bank | 335,814 | $28.6M | 0.25% | +506+0.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 336,258 | $28.6M | 2.20% | +1,579+0.5% | Added |
| Janney Montgomery Scott LLC | 337,261 | $28.7M | 0.11% | −4,776−1.4% | Reduced |
| Bridger Management, LLC | 342,214 | $29.1M | 11.75% | 00.0% | Unchanged |
| MetLife Investment Management | 342,531 | $29.1M | 0.22% | −11,148−3.2% | Reduced |
| Oppenheimer Asset Management Inc. | 343,392 | $29.2M | 0.47% | −9,085−2.6% | Reduced |
| Vontobel Holding Ltd. | 352,776 | $29.8M | 0.30% | +14,881+4.4% | Added |
| Arizona State Retirement System | 350,840 | $29.8M | 0.29% | −5,785−1.6% | Reduced |
| Abeille Asset Management SA | 26,719 | $29.9M | 1.54% | −166,228−86.2% | Reduced |
| National Bank of Canada | 355,704 | $30.2M | 0.08% | −308,148−46.4% | Reduced |
| Madison Asset Management, LLC | 358,206 | $30.5M | 0.48% | +240,707+204.9% | Added |