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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 295,931 | $25.2M | 0.37% | +205,099+225.8% | Added |
| Laurion Capital Management LP | 295,278 | $25.1M | 0.71% | −75,257−20.3% | Reduced |
| Keybank National Association | 286,394 | $24.3M | 0.12% | −2,156−0.7% | Reduced |
| Camden Capital, LLC | 279,229 | $23.7M | 3.76% | +279,229 | New |
| Boston Common Asset Management, LLC | 275,264 | $23.4M | 1.12% | −45,021−14.1% | Reduced |
| Advisor Group Holdings, Inc. | 273,344 | $23.3M | 0.05% | −1,451−0.5% | Reduced |
| Payden & Rygel | 272,900 | $23.2M | 1.24% | +92,800+51.5% | Added |
| Bollard Group LLC | 269,915 | $22.9M | 0.88% | −904−0.3% | Reduced |
| Argent Capital Management LLC | 269,647 | $22.9M | 0.82% | −1,364−0.5% | Reduced |
| Comerica Bank | 233,611 | $22.7M | 0.18% | −8,668−3.6% | Reduced |
| Ergoteles LLC | 266,252 | $22.6M | 0.83% | −259,129−49.3% | Reduced |
| Gabelli Funds LLC | 265,145 | $22.5M | 0.18% | −8,429−3.1% | Reduced |
| Handelsbanken Fonder AB | 265,056 | $22.5M | 0.14% | −5,707−2.1% | Reduced |
| Blue Chip Partners, Inc. | 263,553 | $22.4M | 2.79% | +218+0.1% | Added |
| Adams Diversified Equity Fund, Inc. | 261,869 | $22.3M | 1.07% | −61,431−19.0% | Reduced |
| Matrix Asset Advisors Inc | 261,820 | $22.3M | 3.35% | +37,562+16.7% | Added |
| Swiss Life Asset Management Ltd | 261,167 | $22.2M | 0.37% | −38,421−12.8% | Reduced |
| Tiaa, FSB | 260,472 | $22.1M | 0.09% | +28,904+12.5% | Added |
| ProShare Advisors LLC | 258,988 | $22.0M | 0.08% | +1,995+0.8% | Added |
| Qube Research & Technologies Ltd | 258,581 | $22.0M | 0.13% | +75,698+41.4% | Added |
| Heritage Investors Management Corp | 251,530 | $21.4M | 0.97% | +1,187+0.5% | Added |
| Citadel Advisors LLC | 251,202 | $21.4M | 0.02% | +146,611+140.2% | Added |
| Dana Investment Advisors, Inc. | 246,434 | $21.0M | 1.10% | −51,929−17.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 245,778 | $20.9M | 0.04% | +19,043+8.4% | Added |
| Gamco Investors, Inc. Et Al | 245,197 | $20.8M | 0.22% | −9,750−3.8% | Reduced |
| CIBC Asset Management Inc | 242,716 | $20.6M | 0.09% | +4,138+1.7% | Added |
| Panagora Asset Management Inc | 239,075 | $20.3M | 0.13% | +536+0.2% | Added |
| RMB Capital Management, LLC | 238,707 | $20.3M | 0.72% | −8,344−3.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 238,535 | $20.3M | 0.15% | −12,338−4.9% | Reduced |
| IFM Investors Pty Ltd | 237,982 | $20.2M | 0.34% | +5,736+2.5% | Added |
| Maple Capital Management, Inc. | 237,719 | $20.2M | 2.68% | +1,861+0.8% | Added |
| Point72 Asset Management, L.P. | 237,192 | $20.2M | 0.08% | +237,192 | New |
| Harvest Portfolios Group Inc. | 234,689 | $20.0M | 1.15% | +234,689 | New |
| Mirae Asset Global Investments Co., Ltd. | 232,859 | $19.8M | 0.05% | +4,073+1.8% | Added |
| Chartwell Investment Partners, LLC | 232,607 | $19.8M | 0.78% | −2,269−1.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 230,033 | $19.6M | 0.28% | −19,100−7.7% | Reduced |
| LGT Capital Partners Ltd. | 229,840 | $19.5M | 0.57% | −13,800−5.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 227,469 | $19.3M | 0.99% | −160−0.1% | Reduced |
| Squarepoint Ops LLC | 225,527 | $19.2M | 0.14% | +113,338+101.0% | Added |
| Bailard, Inc. | 224,241 | $19.1M | 0.73% | +9,195+4.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 222,835 | $18.9M | 0.16% | +26,962+13.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 219,349 | $18.6M | 0.03% | −28,248−11.4% | Reduced |
| E. Ohman J:or Asset Management AB | 219,146 | $18.6M | 0.81% | −10,404−4.5% | Reduced |
| Utah Retirement Systems | 218,968 | $18.6M | 0.30% | −5,600−2.5% | Reduced |
| USS Investment Management Ltd | 218,541 | $18.6M | 0.27% | −8,200−3.6% | Reduced |
| Mutual of America Capital Management LLC | 216,320 | $18.4M | 0.23% | +1,595+0.7% | Added |
| Public Employees Retirement Association of Colorado | 215,455 | $18.3M | 0.10% | −3,611−1.6% | Reduced |
| Yousif Capital Management, LLC | 214,906 | $18.3M | 0.24% | +3,056+1.4% | Added |
| Gulf International Bank (UK) Ltd | 214,773 | $18.3M | 0.32% | 00.0% | Unchanged |
| Twin Tree Management, LP | 214,443 | $18.2M | 0.56% | +179,496+513.6% | Added |
| Abner Herrman & Brock LLC | 213,768 | $18.2M | 2.79% | +1,983+0.9% | Added |
| Hallmark Capital Management Inc | 211,179 | $18.0M | 1.67% | −2,648−1.2% | Reduced |
| Earnest Partners LLC | 207,333 | $17.6M | 0.11% | +3,126+1.5% | Added |
| J.P. Marvel Investment Advisors, LLC | 207,080 | $17.6M | 4.13% | −360−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 206,966 | $17.6M | 0.44% | +6,193+3.1% | Added |
| New York Life Investment Management LLC | 206,916 | $17.6M | 0.20% | −3,508−1.7% | Reduced |
| State of Alaska, Department of Revenue | 202,388 | $17.2M | 0.21% | +1,905+1.0% | Added |
| Diamond Hill Capital Management Inc | 202,252 | $17.2M | 0.08% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 201,510 | $17.1M | 2.48% | +210+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 199,341 | $16.9M | 0.28% | +34,788+21.1% | Added |
| Core Alternative Capital | 198,521 | $16.9M | 2.15% | +21,337+12.0% | Added |
| Polaris Wealth Advisory Group, LLC | 186,595 | $16.7M | 1.24% | −145,259−43.8% | Reduced |
| Mark Asset Management LP | 195,769 | $16.6M | 3.93% | −14,795−7.0% | Reduced |
| Man Group plc | 195,533 | $16.6M | 0.06% | +35,033+21.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $16.0M | 0.24% | −16,516−8.1% | Reduced |
| ING Groep NV | 187,160 | $15.9M | 0.16% | +76,778+69.6% | Added |
| Texas Permanent School Fund | 186,841 | $15.9M | 0.24% | −2,176−1.2% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 185,903 | $15.8M | 3.56% | +185,903 | New |
| Fred Alger Management, LLC | 184,619 | $15.7M | 0.09% | +84,647+84.7% | Added |
| Bridgecreek Investment Management, LLC | 183,280 | $15.6M | 3.48% | −500−0.3% | Reduced |
| Guggenheim Capital LLC | 181,630 | $15.4M | 0.14% | −18,157−9.1% | Reduced |
| Pacific Heights Asset Management LLC | 180,000 | $15.3M | 1.49% | 00.0% | Unchanged |
| Blair William & Co | 179,463 | $15.3M | 0.07% | −7,609−4.1% | Reduced |
| Erste Asset Management GmbH | 178,750 | $15.2M | 0.32% | +4,072+2.3% | Added |
| Baird Financial Group, Inc. | 175,498 | $14.9M | 0.04% | −49,935−22.2% | Reduced |
| HRT Financial LP | 174,658 | $14.8M | 0.21% | −738,911−80.9% | Reduced |
| Putnam Investments LLC | 173,151 | $14.7M | 0.03% | −63,438−26.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 173,051 | $14.7M | 0.02% | −20,099−10.4% | Reduced |
| Glenmede Trust Co NA | 171,806 | $14.6M | 0.09% | +124,485+263.1% | Added |
| Xponance, Inc. | 171,500 | $14.6M | 0.24% | +24,875+17.0% | Added |
| MAI Capital Management | 171,207 | $14.6M | 0.25% | +26,502+18.3% | Added |
| Cornerstone Advisors, LLC | 170,100 | $14.5M | 0.71% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 167,892 | $14.3M | 0.07% | +14,193+9.2% | Added |
| Captrust Financial Advisors | 160,832 | $13.7M | 0.07% | +14,935+10.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 159,014 | $13.5M | 0.07% | −9,416−5.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 156,925 | $13.3M | 0.76% | −23,640−13.1% | Reduced |
| Pittenger & Anderson Inc | 156,834 | $13.3M | 0.73% | 00.0% | Unchanged |
| Kiwi Wealth Investments Limited Partnership | 156,090 | $13.3M | 0.88% | −42,699−21.5% | Reduced |
| MML Investors Services, LLC | 154,485 | $13.1M | 0.09% | −10,123−6.1% | Reduced |
| Czech National Bank | 154,307 | $13.1M | 0.35% | −1,287−0.8% | Reduced |
| Westpac Banking Corp | 151,075 | $12.8M | 0.19% | +40,113+36.2% | Added |
| Wade G W & Inc | 147,340 | $12.5M | 0.51% | −4,038−2.7% | Reduced |
| Nissay Asset Management Corp | 146,420 | $12.4M | 0.12% | −2,310−1.6% | Reduced |
| Bessemer Group Inc | 146,162 | $12.4M | 0.03% | −3,053−2.0% | Reduced |
| Grand Jean Capital Management Inc | 143,166 | $12.2M | 5.49% | −2,135−1.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 143,066 | $12.2M | 0.46% | +166+0.1% | Added |
| Voloridge Investment Management, LLC | 141,935 | $12.1M | 0.07% | +141,935 | New |
| Crestwood Advisors Group LLC | 141,718 | $12.0M | 0.41% | −11,097−7.3% | Reduced |
| Acadian Asset Management LLC | 141,046 | $12.0M | 0.06% | −15,228−9.7% | Reduced |
| Oppenheimer & Co Inc | 140,213 | $11.9M | 0.27% | −1,472−1.0% | Reduced |