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 | $218.0B |
| 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 Kokusai Asset Management Co., Ltd. | 898,799 | $77.0M | 0.21% | +90,059+11.1% | Added |
| Intech Investment Management LLC | 864,527 | $73.5M | 0.55% | −111,938−11.5% | Reduced |
| Calamos Advisors LLC | 845,712 | $71.9M | 0.35% | −78,636−8.5% | Reduced |
| State of Tennessee, Treasury Department | 840,431 | $71.5M | 0.33% | −14,749−1.7% | Reduced |
| Mackenzie Financial Corp | 833,486 | $70.9M | 0.12% | +33,605+4.2% | Added |
| Robeco Institutional Asset Management B.V. | 829,901 | $70.6M | 0.20% | +40,255+5.1% | Added |
| HighTower Advisors, LLC | 832,753 | $70.3M | 0.16% | +208,736+33.5% | Added |
| Aristotle Capital Management, LLC | 823,320 | $70.0M | 0.15% | +2,540+0.3% | Added |
| AMF Pensionsforsakring AB | 820,108 | $69.9M | 0.80% | −1,174,800−58.9% | Reduced |
| LPL Financial LLC | 820,511 | $69.8M | 0.06% | +22,250+2.8% | Added |
| RBF Capital, LLC | 815,730 | $69.4M | 5.23% | +5,298+0.7% | Added |
| Avalon Investment & Advisory | 784,654 | $66.7M | 1.90% | +85,984+12.3% | Added |
| Storebrand Asset Management AS | 783,883 | $66.6M | 0.37% | +11,599+1.5% | Added |
| Clearbridge Investments, LLC | 777,670 | $66.1M | 0.07% | +20,197+2.7% | Added |
| Kames Capital plc | 774,227 | $65.8M | 1.19% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 762,830 | $64.9M | 0.28% | −59,322−7.2% | Reduced |
| DnB Asset Management AS | 761,405 | $64.7M | 0.46% | −52,861−6.5% | Reduced |
| Jane Street Group, LLC | 761,391 | $64.7M | 0.12% | −1,012,633−57.1% | Reduced |
| Pzena Investment Management LLC | 758,658 | $64.5M | 0.29% | −4,855−0.6% | Reduced |
| M&T Bank Corp | 756,079 | $64.3M | 0.26% | +1,640+0.2% | Added |
| State of New Jersey Common Pension Fund D | 755,750 | $64.3M | 0.24% | −14,870−1.9% | Reduced |
| Factory Mutual Insurance Co | 744,050 | $63.3M | 0.96% | −61,550−7.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 723,408 | $61.5M | 0.16% | −34,415−4.5% | Reduced |
| DekaBank Deutsche Girozentrale | 710,244 | $60.4M | 0.16% | −332,045−31.9% | Reduced |
| Epoch Investment Partners, Inc. | 694,670 | $59.1M | 0.35% | −89,636−11.4% | Reduced |
| Allianz Asset Management GmbH | 692,716 | $58.9M | 0.13% | −58,972−7.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 684,483 | $58.2M | 0.18% | −706,000−50.8% | Reduced |
| 1832 Asset Management L.P. | 683,730 | $58.1M | 0.12% | +676,000+8,745.1% | Added |
| US Bancorp | 679,869 | $57.8M | 0.10% | +60,857+9.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 668,781 | $56.9M | 1.27% | +7,472+1.1% | Added |
| Candriam Luxembourg S.C.A. | 661,086 | $56.2M | 0.38% | −70,513−9.6% | Reduced |
| State of Wisconsin Investment Board | 659,068 | $56.0M | 0.18% | −515,473−43.9% | Reduced |
| D. E. Shaw & Co., Inc. | 630,665 | $53.6M | 0.09% | +500,330+383.9% | Added |
| Umb Bank N A | 625,752 | $53.2M | 0.84% | +3,256+0.5% | Added |
| Atalanta Sosnoff Capital, LLC | 619,900 | $52.7M | 1.62% | −398,438−39.1% | Reduced |
| Sound Shore Management Inc | 619,501 | $52.7M | 1.98% | −26,621−4.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 612,883 | $52.1M | 0.55% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 601,309 | $51.1M | 0.63% | +3,634+0.6% | Added |
| Ninety One UK Ltd | 580,131 | $49.3M | 0.16% | −592−0.1% | Reduced |
| Tredje AP-fonden | 574,535 | $48.8M | 0.83% | +109,718+23.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 568,549 | $48.3M | 0.26% | −5,780−1.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 551,638 | $46.9M | 3.40% | −2,239−0.4% | Reduced |
| STRS Ohio | 546,463 | $46.5M | 0.21% | −17,464−3.1% | Reduced |
| Asset Management One Co.,Ltd. | 539,906 | $46.0M | 0.22% | −42,279−7.3% | Reduced |
| TCW Group Inc | 538,112 | $45.8M | 0.65% | +31,632+6.2% | Added |
| CIBC World Markets Corp | 535,876 | $45.6M | 0.31% | +214,733+66.9% | Added |
| Treasurer of the State of North Carolina | 535,769 | $45.6M | 0.28% | −7,084−1.3% | Reduced |
| Pictet Asset Management SA | 619,242 | $45.1M | 0.07% | −7,466−1.2% | Reduced |
| Lazard Freres Gestion S.A.S. | 554,144 | $45.1M | 1.63% | −17,780−3.1% | Reduced |
| Todd Asset Management LLC | 507,884 | $43.2M | 1.05% | −1,700−0.3% | Reduced |
| Rafferty Asset Management, LLC | 507,685 | $43.2M | 0.36% | +47,747+10.4% | Added |
| Nisa Investment Advisors, LLC | 506,151 | $43.0M | 0.34% | −13,385−2.6% | Reduced |
| AXA S.A. | 499,277 | $42.4M | 0.15% | −237,155−32.2% | Reduced |
| CI Private Wealth, LLC | 483,071 | $41.1M | 0.15% | +483,071 | New |
| Bank of Nova Scotia | 471,589 | $40.1M | 0.10% | +251,401+114.2% | Added |
| Signature Estate & Investment Advisors LLC | 459,097 | $39.0M | 1.40% | +1,084+0.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 447,463 | $38.0M | 2.05% | +42,648+10.5% | Added |
| Pinnacle Associates Ltd | 441,867 | $37.6M | 0.82% | −2,376−0.5% | Reduced |
| Royal London Asset Management Ltd | 437,035 | $37.2M | 0.17% | +4,525+1.0% | Added |
| NFJ Investment Group, LLC | 434,218 | $36.9M | 0.97% | −399,804−47.9% | Reduced |
| Employees Retirement System of Texas | 434,000 | $36.9M | 0.54% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 421,468 | $35.8M | 0.21% | +102,522+32.1% | Added |
| SEI Investments Co | 417,477 | $35.5M | 0.08% | −105,028−20.1% | Reduced |
| American International Group, Inc. | 410,105 | $34.9M | 0.24% | −27,466−6.3% | Reduced |
| Rathbone Brothers plc | 409,492 | $34.8M | 0.39% | +7,504+1.9% | Added |
| TD Waterhouse Canada Inc. | 364,990 | $34.5M | 0.38% | −18,201−4.7% | Reduced |
| Clark Capital Management Group, Inc. | 396,561 | $33.7M | 0.31% | +12,719+3.3% | Added |
| Aviva PLC | 394,631 | $33.6M | 0.17% | +33,848+9.4% | Added |
| Edgar Lomax Co | 387,065 | $32.9M | 2.00% | −3,035−0.8% | Reduced |
| CTC LLC | 384,060 | $32.7M | 1.00% | +305,838+391.0% | Added |
| Millennium Management LLC | 383,269 | $32.6M | 0.04% | −851,989−69.0% | Reduced |
| Nomura Asset Management Co Ltd | 380,474 | $32.3M | 0.19% | +32,525+9.3% | Added |
| Fiduciary Trust Co | 379,637 | $32.3M | 0.63% | −1,528−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 375,671 | $31.9M | 0.08% | +8,399+2.3% | Added |
| Hosking Partners LLP | 371,887 | $31.6M | 1.28% | +181,547+95.4% | Added |
| Conning Inc. | 371,175 | $31.5M | 1.02% | +357,562+2,626.6% | Added |
| Basswood Capital Management, L.L.C. | 369,259 | $31.4M | 2.32% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 367,512 | $31.2M | 1.25% | +4,239+1.2% | Added |
| CIBC Private Wealth Group, LLC | 899,067 | $30.5M | 0.10% | −9,986−1.1% | Reduced |
| State of Michigan Retirement System | 358,326 | $30.5M | 0.21% | −4,100−1.1% | Reduced |
| Madison Asset Management, LLC | 358,206 | $30.5M | 0.48% | +240,707+204.9% | Added |
| National Bank of Canada | 355,704 | $30.2M | 0.08% | −308,148−46.4% | Reduced |
| Abeille Asset Management SA | 26,719 | $29.9M | 1.54% | −166,228−86.2% | Reduced |
| Arizona State Retirement System | 350,840 | $29.8M | 0.29% | −5,785−1.6% | Reduced |
| Vontobel Holding Ltd. | 352,776 | $29.8M | 0.30% | +14,881+4.4% | Added |
| Oppenheimer Asset Management Inc. | 343,392 | $29.2M | 0.47% | −9,085−2.6% | Reduced |
| MetLife Investment Management | 342,531 | $29.1M | 0.22% | −11,148−3.2% | Reduced |
| Bridger Management, LLC | 342,214 | $29.1M | 11.75% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 337,261 | $28.7M | 0.11% | −4,776−1.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 336,258 | $28.6M | 2.20% | +1,579+0.5% | Added |
| Amalgamated Bank | 335,814 | $28.6M | 0.25% | +506+0.2% | Added |
| Mariner, LLC | 335,155 | $28.5M | 0.09% | +30,691+10.1% | Added |
| Forsta Ap-Fonden | 331,863 | $28.2M | 0.32% | +4,600+1.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 324,774 | $27.7M | 0.40% | +40,965+14.4% | Added |
| Walleye Trading LLC | 318,886 | $27.1M | 0.68% | +54,878+20.8% | Added |
| Public Sector Pension Investment Board | 302,378 | $25.7M | 0.20% | +36,363+13.7% | Added |
| Teacher Retirement System of Texas | 302,344 | $25.7M | 0.19% | −3,469−1.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 300,396 | $25.5M | 2.34% | −6,262−2.0% | Reduced |
| CIBC World Markets Inc. | 299,010 | $25.4M | 0.10% | −14,958−4.8% | Reduced |
| Chilton Capital Management LLC | 296,165 | $25.2M | 1.57% | −4,487−1.5% | Reduced |