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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 358,326 | $30.5M | 0.21% | −4,100−1.1% | Reduced |
| CIBC Private Wealth Group, LLC | 899,067 | $30.5M | 0.10% | −9,986−1.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 367,512 | $31.2M | 1.25% | +4,239+1.2% | Added |
| Basswood Capital Management, L.L.C. | 369,259 | $31.4M | 2.32% | 00.0% | Unchanged |
| Conning Inc. | 371,175 | $31.5M | 1.02% | +357,562+2,626.6% | Added |
| Hosking Partners LLP | 371,887 | $31.6M | 1.28% | +181,547+95.4% | Added |
| Commonwealth Equity Services, LLC | 375,671 | $31.9M | 0.08% | +8,399+2.3% | Added |
| Fiduciary Trust Co | 379,637 | $32.3M | 0.63% | −1,528−0.4% | Reduced |
| Nomura Asset Management Co Ltd | 380,474 | $32.3M | 0.19% | +32,525+9.3% | Added |
| Millennium Management LLC | 383,269 | $32.6M | 0.04% | −851,989−69.0% | Reduced |
| CTC LLC | 384,060 | $32.7M | 1.00% | +305,838+391.0% | Added |
| Edgar Lomax Co | 387,065 | $32.9M | 2.00% | −3,035−0.8% | Reduced |
| Aviva PLC | 394,631 | $33.6M | 0.17% | +33,848+9.4% | Added |
| Clark Capital Management Group, Inc. | 396,561 | $33.7M | 0.31% | +12,719+3.3% | Added |
| TD Waterhouse Canada Inc. | 364,990 | $34.5M | 0.38% | −18,201−4.7% | Reduced |
| Rathbone Brothers plc | 409,492 | $34.8M | 0.39% | +7,504+1.9% | Added |
| American International Group, Inc. | 410,105 | $34.9M | 0.24% | −27,466−6.3% | Reduced |
| SEI Investments Co | 417,477 | $35.5M | 0.08% | −105,028−20.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 421,468 | $35.8M | 0.21% | +102,522+32.1% | Added |
| Employees Retirement System of Texas | 434,000 | $36.9M | 0.54% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 434,218 | $36.9M | 0.97% | −399,804−47.9% | Reduced |
| Royal London Asset Management Ltd | 437,035 | $37.2M | 0.17% | +4,525+1.0% | Added |
| Pinnacle Associates Ltd | 441,867 | $37.6M | 0.82% | −2,376−0.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 447,463 | $38.0M | 2.05% | +42,648+10.5% | Added |
| Signature Estate & Investment Advisors LLC | 459,097 | $39.0M | 1.40% | +1,084+0.2% | Added |
| Bank of Nova Scotia | 471,589 | $40.1M | 0.10% | +251,401+114.2% | Added |
| CI Private Wealth, LLC | 483,071 | $41.1M | 0.15% | +483,071 | New |
| AXA S.A. | 499,277 | $42.4M | 0.15% | −237,155−32.2% | Reduced |
| Nisa Investment Advisors, LLC | 506,151 | $43.0M | 0.34% | −13,385−2.6% | Reduced |
| Rafferty Asset Management, LLC | 507,685 | $43.2M | 0.36% | +47,747+10.4% | Added |
| Todd Asset Management LLC | 507,884 | $43.2M | 1.05% | −1,700−0.3% | Reduced |
| Lazard Freres Gestion S.A.S. | 554,144 | $45.1M | 1.63% | −17,780−3.1% | Reduced |
| Pictet Asset Management SA | 619,242 | $45.1M | 0.07% | −7,466−1.2% | Reduced |
| Treasurer of the State of North Carolina | 535,769 | $45.6M | 0.28% | −7,084−1.3% | Reduced |
| CIBC World Markets Corp | 535,876 | $45.6M | 0.31% | +214,733+66.9% | Added |
| TCW Group Inc | 538,112 | $45.8M | 0.65% | +31,632+6.2% | Added |
| Asset Management One Co.,Ltd. | 539,906 | $46.0M | 0.22% | −42,279−7.3% | Reduced |
| STRS Ohio | 546,463 | $46.5M | 0.21% | −17,464−3.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 551,638 | $46.9M | 3.40% | −2,239−0.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 568,549 | $48.3M | 0.26% | −5,780−1.0% | Reduced |
| Tredje AP-fonden | 574,535 | $48.8M | 0.83% | +109,718+23.6% | Added |
| Ninety One UK Ltd | 580,131 | $49.3M | 0.16% | −592−0.1% | Reduced |
| Gateway Investment Advisers LLC | 601,309 | $51.1M | 0.63% | +3,634+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 612,883 | $52.1M | 0.55% | 00.0% | Unchanged |
| Sound Shore Management Inc | 619,501 | $52.7M | 1.98% | −26,621−4.1% | Reduced |
| Atalanta Sosnoff Capital, LLC | 619,900 | $52.7M | 1.62% | −398,438−39.1% | Reduced |
| Umb Bank N A | 625,752 | $53.2M | 0.84% | +3,256+0.5% | Added |
| D. E. Shaw & Co., Inc. | 630,665 | $53.6M | 0.09% | +500,330+383.9% | Added |
| State of Wisconsin Investment Board | 659,068 | $56.0M | 0.18% | −515,473−43.9% | Reduced |
| Candriam Luxembourg S.C.A. | 661,086 | $56.2M | 0.38% | −70,513−9.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 668,781 | $56.9M | 1.27% | +7,472+1.1% | Added |
| US Bancorp | 679,869 | $57.8M | 0.10% | +60,857+9.8% | Added |
| 1832 Asset Management L.P. | 683,730 | $58.1M | 0.12% | +676,000+8,745.1% | Added |
| Caisse de Depot Et Placement du Quebec | 684,483 | $58.2M | 0.18% | −706,000−50.8% | Reduced |
| Allianz Asset Management GmbH | 692,716 | $58.9M | 0.13% | −58,972−7.8% | Reduced |
| Epoch Investment Partners, Inc. | 694,670 | $59.1M | 0.35% | −89,636−11.4% | Reduced |
| DekaBank Deutsche Girozentrale | 710,244 | $60.4M | 0.16% | −332,045−31.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 723,408 | $61.5M | 0.16% | −34,415−4.5% | Reduced |
| Factory Mutual Insurance Co | 744,050 | $63.3M | 0.96% | −61,550−7.6% | Reduced |
| State of New Jersey Common Pension Fund D | 755,750 | $64.3M | 0.24% | −14,870−1.9% | Reduced |
| M&T Bank Corp | 756,079 | $64.3M | 0.26% | +1,640+0.2% | Added |
| Pzena Investment Management LLC | 758,658 | $64.5M | 0.29% | −4,855−0.6% | Reduced |
| Jane Street Group, LLC | 761,391 | $64.7M | 0.12% | −1,012,633−57.1% | Reduced |
| DnB Asset Management AS | 761,405 | $64.7M | 0.46% | −52,861−6.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 762,830 | $64.9M | 0.28% | −59,322−7.2% | Reduced |
| Kames Capital plc | 774,227 | $65.8M | 1.19% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 777,670 | $66.1M | 0.07% | +20,197+2.7% | Added |
| Storebrand Asset Management AS | 783,883 | $66.6M | 0.37% | +11,599+1.5% | Added |
| Avalon Investment & Advisory | 784,654 | $66.7M | 1.90% | +85,984+12.3% | Added |
| RBF Capital, LLC | 815,730 | $69.4M | 5.23% | +5,298+0.7% | Added |
| LPL Financial LLC | 820,511 | $69.8M | 0.06% | +22,250+2.8% | Added |
| AMF Pensionsforsakring AB | 820,108 | $69.9M | 0.80% | −1,174,800−58.9% | Reduced |
| Aristotle Capital Management, LLC | 823,320 | $70.0M | 0.15% | +2,540+0.3% | Added |
| HighTower Advisors, LLC | 832,753 | $70.3M | 0.16% | +208,736+33.5% | Added |
| Robeco Institutional Asset Management B.V. | 829,901 | $70.6M | 0.20% | +40,255+5.1% | Added |
| Mackenzie Financial Corp | 833,486 | $70.9M | 0.12% | +33,605+4.2% | Added |
| State of Tennessee, Treasury Department | 840,431 | $71.5M | 0.33% | −14,749−1.7% | Reduced |
| Calamos Advisors LLC | 845,712 | $71.9M | 0.35% | −78,636−8.5% | Reduced |
| Intech Investment Management LLC | 864,527 | $73.5M | 0.55% | −111,938−11.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 898,799 | $77.0M | 0.21% | +90,059+11.1% | Added |
| Standard Life Aberdeen plc | 908,004 | $77.2M | 0.21% | +63,808+7.6% | Added |
| Ferguson Wellman Capital Management, Inc | 915,618 | $77.8M | 2.03% | +383,457+72.1% | Added |
| Swedbank AB | 980,923 | $83.4M | 0.18% | +125,308+14.6% | Added |
| Public Employees Retirement System of Ohio | 1,001,307 | $85.1M | 0.37% | −6,520−0.6% | Reduced |
| Artisan Partners Limited Partnership | 1,002,732 | $85.3M | 0.15% | −181,821−15.3% | Reduced |
| Russell Investments Group, Ltd. | 1,007,746 | $85.7M | 0.18% | +47,913+5.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,012,142 | $86.1M | 0.31% | +710,972+236.1% | Added |
| Susquehanna International Group, LLP | 1,037,094 | $88.2M | 0.17% | +368,381+55.1% | Added |
| Voya Investment Management LLC | 1,058,682 | $90.0M | 0.10% | −88,083−7.7% | Reduced |
| Douglas Lane & Associates, LLC | 1,082,196 | $92.0M | 1.54% | −13,590−1.2% | Reduced |
| Brandywine Global Investment Management, LLC | 1,095,437 | $93.1M | 0.73% | −165,057−13.1% | Reduced |
| Truist Financial Corp | 1,115,268 | $94.8M | 0.17% | −24,860−2.2% | Reduced |
| Commerce Bank | 1,127,505 | $95.9M | 0.78% | −22,695−2.0% | Reduced |
| Victory Capital Management Inc | 1,128,703 | $96.0M | 0.11% | −39,685−3.4% | Reduced |
| KBC Group NV | 1,129,832 | $96.1M | 0.47% | −659,689−36.9% | Reduced |
| Retirement Systems of Alabama | 1,139,427 | $96.9M | 0.42% | −22,463−1.9% | Reduced |
| Korea Investment CORP | 1,179,519 | $100.3M | 0.32% | −226,546−16.1% | Reduced |
| Natixis Advisors, L.P. | 1,226,800 | $104.3M | 0.39% | −23,466−1.9% | Reduced |
| Great West Life Assurance Co | 1,258,036 | $107.4M | 0.28% | +133,315+11.9% | Added |
| Evercore Wealth Management, LLC | 1,287,324 | $109.4M | 2.29% | +10,012+0.8% | Added |