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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 1,295,678 | $110.2M | 0.17% | +71,040+5.8% | Added |
| Eminence Capital, LP | 1,321,561 | $112.4M | 2.09% | −8,531−0.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,325,934 | $112.7M | 0.27% | −23,400−1.7% | Reduced |
| Envestnet Asset Management Inc | 1,365,353 | $116.1M | 0.06% | +15,042+1.1% | Added |
| Raymond James & Associates | 1,377,913 | $117.1M | 0.11% | +85,995+6.7% | Added |
| American Century Companies Inc | 1,425,974 | $121.2M | 0.10% | +179,992+14.4% | Added |
| State Board of Administration of Florida Retirement System | 1,447,555 | $123.1M | 0.30% | −12,470−0.9% | Reduced |
| Natixis | 1,454,993 | $123.7M | 0.73% | +850,560+140.7% | Added |
| Thrivent Financial for Lutherans | 1,478,452 | $125.7M | 0.33% | −32,103−2.1% | Reduced |
| New York State Teachers Retirement System | 1,553,260 | $132.1M | 0.32% | −48,533−3.0% | Reduced |
| Prudential Financial Inc | 1,777,579 | $151.1M | 0.25% | −19,214−1.1% | Reduced |
| National Pension Service | 1,850,906 | $157.4M | 0.31% | −36,978−2.0% | Reduced |
| Fifth Third Bancorp | 1,897,301 | $161.3M | 0.78% | +8170.0% | Added |
| Focused Investors LLC | 1,941,200 | $165.0M | 5.32% | −6,800−0.3% | Reduced |
| BNP Paribas Arbitrage, SA | 1,953,520 | $166.1M | 0.42% | +827,938+73.6% | Added |
| First Trust Advisors LP | 2,057,718 | $175.0M | 0.21% | −84,911−4.0% | Reduced |
| Ensign Peak Advisors, Inc | 2,061,094 | $175.2M | 0.39% | +111,776+5.7% | Added |
| Macquarie Group Ltd | 2,180,545 | $185.4M | 0.22% | +334,418+18.1% | Added |
| California State Teachers Retirement System | 2,182,642 | $185.6M | 0.29% | −5,677−0.3% | Reduced |
| New York State Common Retirement Fund | 2,255,569 | $191.8M | 0.26% | −25,440−1.1% | Reduced |
| Cullen Capital Management LLC | 2,261,038 | $192.1M | 2.47% | −631,805−21.8% | Reduced |
| First Republic Investment Management, Inc. | 2,412,187 | $205.1M | 0.46% | −132,378−5.2% | Reduced |
| Rhumbline Advisers | 2,541,627 | $216.1M | 0.29% | +96,714+4.0% | Added |
| The PNC Financial Services Group, Inc. | 2,620,430 | $222.8M | 0.21% | −81,459−3.0% | Reduced |
| Toronto Dominion Bank | 2,632,236 | $223.7M | 0.33% | +131,555+5.3% | Added |
| HSBC Holdings PLC | 2,720,892 | $231.0M | 0.29% | +448,403+19.7% | Added |
| California Public Employees Retirement System | 2,850,851 | $242.4M | 0.21% | −63,083−2.2% | Reduced |
| FIL Ltd | 2,869,844 | $244.0M | 0.29% | +89,817+3.2% | Added |
| Nordea Investment Management AB | 2,928,391 | $247.5M | 0.39% | +361,097+14.1% | Added |
| TD Asset Management Inc | 2,965,292 | $252.1M | 0.31% | −49,335−1.6% | Reduced |
| Alliancebernstein L.P. | 3,310,597 | $281.5M | 0.13% | −88,889−2.6% | Reduced |
| Canada Pension Plan Investment Board | 3,333,624 | $283.4M | 0.50% | −201,830−5.7% | Reduced |
| Citigroup Inc | 3,401,789 | $289.2M | 0.41% | −988,663−22.5% | Reduced |
| Fayez Sarofim & Co | 3,410,383 | $290.0M | 1.07% | −7740.0% | Reduced |
| Schroder Investment Management Group | 3,432,750 | $291.9M | 0.46% | −177,540−4.9% | Reduced |
| Primecap Management Co | 3,551,743 | $302.0M | 0.28% | −1,697,218−32.3% | Reduced |
| Lord, Abbett & Co. LLC | 3,586,813 | $305.0M | 1.09% | −106,422−2.9% | Reduced |
| Neuberger Berman Group LLC | 3,638,724 | $309.4M | 0.30% | +455,603+14.3% | Added |
| Deutsche Bank AG | 3,850,468 | $327.4M | 0.19% | −507,077−11.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,857,777 | $328.0M | 0.26% | −273,581−6.6% | Reduced |
| LSV Asset Management | 3,963,818 | $337.0M | 0.74% | −321,458−7.5% | Reduced |
| Barclays PLC | 4,437,877 | $377.3M | 0.33% | +445,962+11.2% | Added |
| Wells Fargo & Company | 4,871,207 | $414.2M | 0.13% | −122,998−2.5% | Reduced |
| Credit Suisse AG | 5,262,038 | $447.4M | 0.48% | +765,347+17.0% | Added |
| Principal Financial Group Inc | 5,272,155 | $448.2M | 0.34% | −38,036−0.7% | Reduced |
| Amundi | 5,310,773 | $472.5M | 0.26% | +990,635+22.9% | Added |
| Morgan Stanley | 5,704,618 | $485.0M | 0.06% | +1,031,745+22.1% | Added |
| UBS Asset Management Americas Inc | 5,908,623 | $502.4M | 0.26% | +541,762+10.1% | Added |
| Bank of Montreal | 6,163,456 | $556.3M | 0.43% | −265,862−4.1% | Reduced |
| UBS Group AG | 7,262,063 | $617.4M | 0.30% | +579,577+8.7% | Added |
| Eagle Capital Management LLC | 7,267,668 | $617.9M | 2.93% | −5,343,748−42.4% | Reduced |
| Janus Henderson Group PLC | 8,168,750 | $694.5M | 0.50% | −35,029−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 8,426,524 | $710.5M | 0.23% | +41,019+0.5% | Added |
| Manufacturers Life Insurance Company, The | 8,378,830 | $712.4M | 0.45% | −2,564,387−23.4% | Reduced |
| Legal & General Group Plc | 8,711,027 | $740.6M | 0.28% | −639,288−6.8% | Reduced |
| Invesco Ltd. | 9,389,473 | $798.3M | 0.23% | −346,617−3.6% | Reduced |
| Goldman Sachs Group Inc | 9,652,790 | $820.7M | 0.23% | −443,379−4.4% | Reduced |
| Franklin Resources Inc | 9,653,549 | $820.7M | 0.43% | +7,099+0.1% | Added |
| Dimensional Fund Advisors LP | 9,656,692 | $821.0M | 0.29% | +111,008+1.2% | Added |
| Nuveen Asset Management, LLC | 10,171,729 | $864.8M | 0.34% | −1,147,424−10.1% | Reduced |
| Price T Rowe Associates Inc | 10,737,304 | $912.9M | 0.15% | +379,286+3.7% | Added |
| Norges Bank | 11,251,067 | $956.6M | 0.23% | +149,943+1.4% | Added |
| Royal Bank of Canada | 12,145,360 | $1.03B | 0.31% | +6,924,757+132.6% | Added |
| Northern Trust Corp | 13,414,365 | $1.14B | 0.24% | −99,477−0.7% | Reduced |
| Bank of New York Mellon Corp | 14,150,351 | $1.20B | 0.27% | +915,134+6.9% | Added |
| Ameriprise Financial Inc | 15,087,759 | $1.28B | 0.44% | −177,783−1.2% | Reduced |
| Fisher Asset Management, LLC | 18,973,269 | $1.61B | 1.09% | +556,833+3.0% | Added |
| Massachusetts Financial Services Co | 20,942,609 | $1.78B | 0.62% | −397,750−1.9% | Reduced |
| Capital Research Global Investors | 21,397,151 | $1.82B | 0.55% | −7,059,720−24.8% | Reduced |
| Bank of America Corp | 21,767,134 | $1.85B | 0.23% | −1,435,535−6.2% | Reduced |
| Geode Capital Management, LLC | 23,258,148 | $1.97B | 0.28% | +97,672+0.4% | Added |
| Capital International Investors | 24,652,287 | $2.10B | 0.56% | +720,909+3.0% | Added |
| Capital World Investors | 24,977,981 | $2.12B | 0.45% | +8,776,196+54.2% | Added |
| FMR LLC | 25,409,056 | $2.16B | 0.21% | −261,147−1.0% | Reduced |
| JPMorgan Chase & Co | 45,548,794 | $3.87B | 0.55% | +1,826,342+4.2% | Added |
| Wellington Management Group LLP | 45,993,894 | $3.91B | 0.78% | −3,215,552−6.5% | Reduced |
| BlackRock Inc. | 89,307,933 | $7.59B | 0.24% | −1,062,076−1.2% | Reduced |
| Vanguard Group Inc | 112,674,113 | $9.58B | 0.26% | −989,050−0.9% | Reduced |
| State Street Corp | 120,747,195 | $10.3B | 0.60% | −594,058−0.5% | Reduced |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $32.1B | 100.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 39,562 | – | – | +1,636+4.3% | Added |
| Junto Capital Management LP | 0 | $0 | 0.00% | −1,094,015−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −783,459−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −410,753−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −379,160−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −173,730−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −158,078−100.0% | Sold out |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −107,295−100.0% | Sold out |
| Tweedy, Browne Co LLC | 0 | $0 | 0.00% | −105,055−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −76,477−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −76,440−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −73,308−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −69,876−100.0% | Sold out |
| Wills Financial Group, Inc. | 0 | $0 | 0.00% | −68,965−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −50,215−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −40,758−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −38,266−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −35,330−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −31,196−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −28,820−100.0% | Sold out |