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; 2,746 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Kettle Hill Capital Management, LLC | 140,182 | $11.9M | 2.34% | +140,182 | New |
| Mercer Global Advisors Inc | 137,071 | $11.7M | 0.06% | +5,326+4.0% | Added |
| Fukoku Mutual Life Insurance Co | 136,110 | $11.6M | 0.98% | +30,000+28.3% | Added |
| Creative Planning | 135,904 | $11.6M | 0.02% | +13,713+11.2% | Added |
| Bank of the West | 135,608 | $11.5M | 1.36% | −2,792−2.0% | Reduced |
| Telos Capital Management, Inc. | 135,016 | $11.5M | 1.67% | +5,000+3.8% | Added |
| Cullinan Associates Inc | 134,010 | $11.4M | 0.63% | −17,938−11.8% | Reduced |
| Assetmark, Inc | 133,680 | $11.4M | 0.05% | +29,395+28.2% | Added |
| Peapack Gladstone Financial Corp | 133,103 | $11.3M | 0.22% | −11,804−8.1% | Reduced |
| Capital International Sarl | 132,242 | $11.2M | 0.79% | +28,628+27.6% | Added |
| APG Asset Management N.V. | 131,592 | $11.2M | 0.02% | −5,084−3.7% | Reduced |
| Achmea Investment Management B.V. | 140,296 | $11.2M | 0.37% | +2,628+1.9% | Added |
| FineMark National Bank & Trust | 130,861 | $11.1M | 0.50% | +1,943+1.5% | Added |
| AQR Capital Management LLC | 129,005 | $10.9M | 0.02% | −5,306−4.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 128,227 | $10.9M | 0.25% | −37,174−22.5% | Reduced |
| Cerity Partners LLC | 127,858 | $10.9M | 0.07% | +103,675+428.7% | Added |
| Sit Investment Associates Inc | 126,790 | $10.8M | 0.30% | −18,800−12.9% | Reduced |
| Wealthfront Advisers LLC | 126,262 | $10.7M | 0.05% | −6,663−5.0% | Reduced |
| BTC Capital Management, Inc. | 124,877 | $10.6M | 1.28% | +4,163+3.4% | Added |
| Argent Trust Co | 124,702 | $10.6M | 0.70% | +3,925+3.2% | Added |
| Scotia Capital Inc. | 123,844 | $10.5M | 0.08% | −604−0.5% | Reduced |
| Burney Co | 122,088 | $10.4M | 0.53% | −11,702−8.7% | Reduced |
| Grassi Investment Management | 121,275 | $10.3M | 1.40% | 00.0% | Unchanged |
| Ossiam | 118,969 | $10.1M | 0.26% | +101,882+596.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 116,575 | $9.91M | 0.17% | −39,851−25.5% | Reduced |
| Ci Investments Inc. | 116,287 | $9.89M | 0.05% | +37,967+48.5% | Added |
| Fullerton Fund Management Co Ltd. | 116,159 | $9.88M | 0.74% | −17,483−13.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 115,300 | $9.80M | 0.02% | −39,944−25.7% | Reduced |
| British Columbia Investment Management Corp | 114,177 | $9.71M | 0.11% | −15,618−12.0% | Reduced |
| Ziegler Capital Management, LLC | 113,592 | $9.70M | 0.41% | +11,476+11.2% | Added |
| Arrowstreet Capital, Limited Partnership | 113,444 | $9.64M | 0.01% | −118,190−51.0% | Reduced |
| Winslow Capital Management, LLC | 112,706 | $9.58M | 0.05% | −236−0.2% | Reduced |
| Flputnam Investment Management Co | 111,678 | $9.49M | 0.35% | +6,326+6.0% | Added |
| Edge Capital Group, LLC | 111,234 | $9.46M | 0.66% | −21,749−16.4% | Reduced |
| Advisors Asset Management, Inc. | 110,484 | $9.39M | 0.19% | −18,455−14.3% | Reduced |
| Credit Agricole S A | 110,097 | $9.36M | 0.35% | +11,445+11.6% | Added |
| Marvin & Palmer Associates Inc | 109,548 | $9.31M | 4.90% | +5,889+5.7% | Added |
| Securian Asset Management, Inc | 108,376 | $9.21M | 0.26% | −3,024−2.7% | Reduced |
| Easterly Investment Partners LLC | 107,696 | $9.16M | 0.79% | +107,696 | New |
| Banco Santander, S.A. | 106,602 | $9.06M | 0.13% | +4,834+4.8% | Added |
| Kentucky Retirement Systems | 105,284 | $8.95M | 0.35% | +460+0.4% | Added |
| Brown Advisory Inc | 105,173 | $8.94M | 0.02% | +11,248+12.0% | Added |
| Appleton Partners Inc | 105,090 | $8.94M | 0.85% | −3,515−3.2% | Reduced |
| La Banque Postale Asset Management SA | 104,670 | $8.90M | 0.25% | +104,670 | New |
| Capital International Ltd | 104,238 | $8.86M | 0.61% | +25,487+32.4% | Added |
| Ethic Inc. | 103,659 | $8.81M | 0.48% | +3,061+3.0% | Added |
| Illinois Municipal Retirement Fund | 103,516 | $8.80M | 0.20% | +42,240+68.9% | Added |
| Capital International Inc | 103,226 | $8.78M | 0.19% | +11,299+12.3% | Added |
| Brinker Capital Investments, LLC | 102,605 | $8.72M | 0.17% | +2,530+2.5% | Added |
| Oregon Public Employees Retirement Fund | 101,734 | $8.65M | 0.11% | −606−0.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 101,732 | $8.65M | 0.18% | +4,858+5.0% | Added |
| Socorro Asset Management LP | 101,636 | $8.64M | 3.75% | −11,396−10.1% | Reduced |
| New Republic Capital, LLC | 101,539 | $8.63M | 6.81% | +101,539 | New |
| Intact Investment Management Inc. | 101,400 | $8.62M | 0.37% | +59,900+144.3% | Added |
| Polar Capital Holdings Plc | 100,318 | $8.53M | 0.07% | +14,692+17.2% | Added |
| Lowe Brockenbrough & Co Inc | 99,747 | $8.48M | 0.74% | +3,224+3.3% | Added |
| Elo Mutual Pension Insurance Co | 99,679 | $8.47M | 0.29% | +1,142+1.2% | Added |
| Cetera Investment Advisers | 102,920 | $8.43M | 0.08% | +67,545+190.9% | Added |
| Daiwa Securities Group Inc. | 98,067 | $8.34M | 0.06% | +2,692+2.8% | Added |
| General Pension Society PZU Joint Stock Co | 97,369 | $8.28M | 3.61% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 96,973 | $8.24M | 0.19% | +11,812+13.9% | Added |
| Maryland State Retirement & Pension System | 96,709 | $8.22M | 0.24% | +96,709 | New |
| Hartford Investment Management Co | 96,012 | $8.16M | 0.25% | −40,596−29.7% | Reduced |
| Agf Management Ltd | 95,814 | $8.15M | 0.06% | +95,814 | New |
| Telemus Capital, LLC | 89,973 | $7.88M | 0.72% | +180.0% | Added |
| American Assets Investment Management, LLC | 92,000 | $7.82M | 0.91% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 91,849 | $7.81M | 0.99% | −7,827−7.9% | Reduced |
| Becker Capital Management Inc | 91,774 | $7.80M | 0.36% | +1,491+1.7% | Added |
| Capstone Investment Advisors, LLC | 91,157 | $7.75M | 0.20% | −62,214−40.6% | Reduced |
| Prudential PLC | 90,913 | $7.73M | 0.10% | +29,928+49.1% | Added |
| Capital Analysts, LLC | 90,838 | $7.72M | 0.47% | +1,338+1.5% | Added |
| Kestra Advisory Services, LLC | 89,077 | $7.57M | 0.07% | −3,477−3.8% | Reduced |
| Ieq Capital, LLC | 88,945 | $7.56M | 0.21% | +10,784+13.8% | Added |
| Coronation Fund Managers Ltd. | 87,939 | $7.48M | 0.21% | +87,939 | New |
| D.A. Davidson & Co. | 87,672 | $7.46M | 0.09% | +1,605+1.9% | Added |
| JustInvest LLC | 87,503 | $7.44M | 0.31% | −11,882−12.0% | Reduced |
| Kinneret Advisory, LLC | 87,181 | $7.41M | 0.98% | +71,841+468.3% | Added |
| Bokf, NA | 87,147 | $7.41M | 0.14% | −42,077−32.6% | Reduced |
| Los Angeles Capital Management LLC | 85,791 | $7.29M | 0.04% | +9,520+12.5% | Added |
| Gradient Investments LLC | 85,702 | $7.29M | 0.23% | +621+0.7% | Added |
| Prospera Financial Services Inc | 85,466 | $7.27M | 0.36% | +157+0.2% | Added |
| Louisiana State Employees Retirement System | 85,200 | $7.24M | 0.20% | −500−0.6% | Reduced |
| Wesbanco Bank Inc | 84,850 | $7.21M | 0.32% | +40,033+89.3% | Added |
| McGuire Investment Group, LLC | 83,871 | $7.13M | 1.54% | +260+0.3% | Added |
| Hourglass Capital, LLC | 83,682 | $7.11M | 2.51% | +2,000+2.4% | Added |
| Mizuho Markets Cayman LP | 83,632 | $7.11M | 0.97% | +2,774+3.4% | Added |
| Capital Group Private Client Services, Inc. | 83,310 | $7.08M | 0.09% | −1,524−1.8% | Reduced |
| White Pine Investment CO | 83,057 | $7.06M | 2.69% | −3,562−4.1% | Reduced |
| PFS Investments Inc. | 82,668 | $7.03M | 0.13% | −404−0.5% | Reduced |
| AE Wealth Management LLC | 82,639 | $7.03M | 0.05% | +13,701+19.9% | Added |
| DCM Advisors, LLC | 81,093 | $6.89M | 3.34% | +38,328+89.6% | Added |
| Oak Harvest Investment Services | 80,898 | $6.88M | 1.79% | −4,904−5.7% | Reduced |
| Burns J W & Co Inc | 79,760 | $6.78M | 1.24% | −1,699−2.1% | Reduced |
| GWM Advisors LLC | 462,265 | $6.70M | 0.18% | +25,146+5.8% | Added |
| Hennessy Advisors Inc | 78,700 | $6.69M | 0.44% | −10,100−11.4% | Reduced |
| Copeland Capital Management, LLC | 77,424 | $6.58M | 0.17% | −2,758−3.4% | Reduced |
| Kestra Private Wealth Services, LLC | 76,376 | $6.49M | 0.33% | +44,329+138.3% | Added |
| Howe & Rusling Inc | 76,343 | $6.49M | 0.81% | +14,708+23.9% | Added |
| Westbourne Investment Advisors, Inc. | 76,323 | $6.49M | 3.28% | +57+0.1% | Added |
| Metropolitan Life Insurance Co | 76,248 | $6.48M | 0.29% | −2,089−2.7% | Reduced |