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, Q1 2023
Institutional positions in Morgan Stanley as of Mar 31, 2023. 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
- 1,674
- +26 vs. Q4 2022
- Shares held
- 1.43B
- +18.2M (+1.3%) vs. Q4 2022
- Total value
- $124.1B
- +$3.90B (+3.2%) vs. Q4 2022
- New holders
- 145
- 649 more added
- Sold out
- 119
- 652 more reduced
34 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $218.1B |
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $33.1B | 100.00% | 00.0% | Unchanged |
| State Street Corp | 115,834,827 | $10.2B | 0.57% | −4,912,368−4.1% | Reduced |
| Vanguard Group Inc | 112,337,017 | $9.86B | 0.25% | −337,096−0.3% | Reduced |
| BlackRock Inc. | 87,074,091 | $7.65B | 0.23% | −2,233,842−2.5% | Reduced |
| JPMorgan Chase & Co | 48,285,333 | $4.24B | 0.55% | +2,736,539+6.0% | Added |
| Wellington Management Group LLP | 46,907,341 | $4.12B | 0.82% | +913,447+2.0% | Added |
| FMR LLC | 27,013,824 | $2.37B | 0.22% | +1,604,768+6.3% | Added |
| Capital Research Global Investors | 26,164,367 | $2.30B | 0.66% | +4,767,216+22.3% | Added |
| Capital World Investors | 23,842,961 | $2.09B | 0.43% | −1,135,020−4.5% | Reduced |
| Geode Capital Management, LLC | 23,203,306 | $2.03B | 0.26% | −54,842−0.2% | Reduced |
| Capital International Investors | 23,121,884 | $2.03B | 0.52% | −1,530,403−6.2% | Reduced |
| Price T Rowe Associates Inc | 23,059,090 | $2.02B | 0.30% | +12,321,786+114.8% | Added |
| Bank of America Corp | 22,494,179 | $1.97B | 0.23% | +727,045+3.3% | Added |
| Massachusetts Financial Services Co | 20,597,965 | $1.81B | 0.62% | −344,644−1.6% | Reduced |
| Fisher Asset Management, LLC | 19,323,644 | $1.70B | 1.03% | +350,375+1.8% | Added |
| Ameriprise Financial Inc | 16,350,097 | $1.44B | 0.47% | +1,262,338+8.4% | Added |
| Royal Bank of Canada | 14,959,515 | $1.31B | 0.39% | +2,814,155+23.2% | Added |
| Bank of New York Mellon Corp | 14,632,016 | $1.28B | 0.28% | +481,665+3.4% | Added |
| Northern Trust Corp | 13,392,927 | $1.18B | 0.23% | −21,438−0.2% | Reduced |
| Franklin Resources Inc | 11,604,072 | $1.02B | 0.51% | +1,950,523+20.2% | Added |
| Norges Bank | 10,445,886 | $917.1M | 0.20% | −805,181−7.2% | Reduced |
| Dimensional Fund Advisors LP | 9,947,476 | $873.3M | 0.29% | +290,784+3.0% | Added |
| Nuveen Asset Management, LLC | 9,804,969 | $860.9M | 0.32% | −366,760−3.6% | Reduced |
| Goldman Sachs Group Inc | 9,581,216 | $841.2M | 0.23% | −71,574−0.7% | Reduced |
| Legal & General Group Plc | 8,687,826 | $762.8M | 0.27% | −23,201−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 8,394,060 | $737.0M | 0.42% | +15,230+0.2% | Added |
| Charles Schwab Investment Management Inc | 8,440,562 | $735.2M | 0.22% | +14,038+0.2% | Added |
| Janus Henderson Group PLC | 7,522,300 | $660.4M | 0.44% | −646,450−7.9% | Reduced |
| Bank of Montreal | 6,433,906 | $630.5M | 0.41% | +270,450+4.4% | Added |
| Invesco Ltd. | 6,929,224 | $608.4M | 0.17% | −2,460,249−26.2% | Reduced |
| Morgan Stanley | 6,390,693 | $561.1M | 0.06% | +686,075+12.0% | Added |
| UBS Group AG | 6,344,241 | $557.0M | 0.26% | −917,822−12.6% | Reduced |
| UBS Asset Management Americas Inc | 5,930,818 | $520.7M | 0.25% | +22,195+0.4% | Added |
| Eagle Capital Management LLC | 5,438,797 | $477.5M | 2.18% | −1,828,871−25.2% | Reduced |
| Principal Financial Group Inc | 5,334,171 | $468.3M | 0.33% | +62,016+1.2% | Added |
| Wells Fargo & Company | 4,965,820 | $436.0M | 0.13% | +94,613+1.9% | Added |
| Amundi | 5,147,009 | $434.5M | 0.23% | −163,764−3.1% | Reduced |
| TD Asset Management Inc | 3,674,692 | $322.6M | 0.39% | +709,400+23.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,550,287 | $311.7M | 0.23% | −307,490−8.0% | Reduced |
| Deutsche Bank AG | 3,319,801 | $291.5M | 0.16% | −530,667−13.8% | Reduced |
| Alliancebernstein L.P. | 3,227,122 | $283.3M | 0.12% | −83,475−2.5% | Reduced |
| Canada Pension Plan Investment Board | 3,165,096 | $277.9M | 0.44% | −168,528−5.1% | Reduced |
| Lord, Abbett & Co. LLC | 3,164,679 | $277.9M | 1.00% | −422,134−11.8% | Reduced |
| Schroder Investment Management Group | 3,155,709 | $277.1M | 0.41% | −277,041−8.1% | Reduced |
| Fayez Sarofim & Co | 3,060,806 | $268.7M | 0.94% | −349,577−10.3% | Reduced |
| HSBC Holdings PLC | 2,987,695 | $261.6M | 0.34% | +266,803+9.8% | Added |
| Credit Suisse AG | 2,967,182 | $260.5M | 0.27% | −2,294,856−43.6% | Reduced |
| LSV Asset Management | 2,919,183 | $256.3M | 0.57% | −1,044,635−26.4% | Reduced |
| Cullen Capital Management LLC | 2,918,900 | $256.3M | 2.35% | +657,862+29.1% | Added |
| Primecap Management Co | 2,720,353 | $238.8M | 0.21% | −831,390−23.4% | Reduced |
| Nordea Investment Management AB | 2,678,603 | $231.0M | 0.34% | −249,788−8.5% | Reduced |
| FIL Ltd | 2,547,395 | $223.7M | 0.26% | −322,449−11.2% | Reduced |
| Rhumbline Advisers | 2,546,135 | $223.6M | 0.28% | +4,508+0.2% | Added |
| California Public Employees Retirement System | 2,489,227 | $218.6M | 0.19% | −361,624−12.7% | Reduced |
| First Republic Investment Management, Inc. | 2,450,861 | $215.2M | 0.46% | +38,674+1.6% | Added |
| Barclays PLC | 2,442,998 | $214.5M | 0.22% | −1,994,879−45.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,413,646 | $211.9M | 0.19% | −206,784−7.9% | Reduced |
| New York State Common Retirement Fund | 2,308,696 | $202.7M | 0.27% | +53,127+2.4% | Added |
| Citigroup Inc | 2,265,457 | $198.9M | 0.27% | −1,136,332−33.4% | Reduced |
| Macquarie Group Ltd | 2,156,320 | $189.3M | 0.22% | −24,225−1.1% | Reduced |
| California State Teachers Retirement System | 2,139,120 | $187.8M | 0.28% | −43,522−2.0% | Reduced |
| Neuberger Berman Group LLC | 2,080,824 | $182.7M | 0.17% | −1,557,900−42.8% | Reduced |
| First Trust Advisors LP | 1,996,361 | $175.3M | 0.20% | −61,357−3.0% | Reduced |
| Ensign Peak Advisors, Inc | 1,947,920 | $171.0M | 0.37% | −113,174−5.5% | Reduced |
| National Pension Service | 1,946,101 | $167.6M | 0.31% | +95,195+5.1% | Added |
| Fifth Third Bancorp | 1,851,850 | $162.6M | 0.76% | −45,451−2.4% | Reduced |
| Focused Investors LLC | 1,842,500 | $161.8M | 5.57% | −98,700−5.1% | Reduced |
| Prudential Financial Inc | 1,807,322 | $158.7M | 0.25% | +29,743+1.7% | Added |
| Toronto Dominion Bank | 1,761,663 | $154.6M | 0.25% | −870,573−33.1% | Reduced |
| American Century Companies Inc | 1,672,144 | $146.5M | 0.12% | +246,170+17.3% | Added |
| New York State Teachers Retirement System | 1,512,258 | $132.8M | 0.31% | −41,002−2.6% | Reduced |
| Raymond James & Associates | 1,422,176 | $124.9M | 0.11% | +44,263+3.2% | Added |
| State Board of Administration of Florida Retirement System | 1,421,155 | $124.8M | 0.29% | −26,400−1.8% | Reduced |
| Envestnet Asset Management Inc | 1,436,526 | $122.2M | 0.06% | +71,173+5.2% | Added |
| Stifel Financial Corp | 1,292,248 | $113.5M | 0.16% | −3,430−0.3% | Reduced |
| Evercore Wealth Management, LLC | 1,286,961 | $113.0M | 2.25% | −3630.0% | Reduced |
| Susquehanna International Group, LLP | 1,283,506 | $112.7M | 0.18% | +246,412+23.8% | Added |
| Adage Capital Partners GP, L.L.C. | 1,278,334 | $112.2M | 0.25% | −47,600−3.6% | Reduced |
| Great West Life Assurance Co | 1,252,802 | $110.1M | 0.27% | −5,234−0.4% | Reduced |
| Natixis Advisors, L.P. | 1,246,604 | $109.5M | 0.38% | +19,804+1.6% | Added |
| CIBC Private Wealth Group, LLC | 1,328,535 | $107.7M | 0.31% | +429,468+47.8% | Added |
| Victory Capital Management Inc | 1,191,303 | $104.6M | 0.12% | +62,600+5.5% | Added |
| Korea Investment CORP | 1,180,325 | $103.6M | 0.30% | +806+0.1% | Added |
| Eminence Capital, LP | 1,121,451 | $98.5M | 1.66% | −200,110−15.1% | Reduced |
| Commerce Bank | 1,086,765 | $95.4M | 0.75% | −40,740−3.6% | Reduced |
| Brandywine Global Investment Management, LLC | 1,063,654 | $93.4M | 0.75% | −31,783−2.9% | Reduced |
| Douglas Lane & Associates, LLC | 1,061,731 | $93.2M | 1.55% | −20,465−1.9% | Reduced |
| Retirement Systems of Alabama | 1,061,666 | $93.2M | 0.40% | −77,761−6.8% | Reduced |
| BNP Paribas Arbitrage, SA | 1,056,851 | $92.8M | 0.20% | −896,669−45.9% | Reduced |
| Voya Investment Management LLC | 1,053,542 | $92.5M | 0.10% | −5,140−0.5% | Reduced |
| Truist Financial Corp | 1,050,198 | $92.2M | 0.16% | −65,070−5.8% | Reduced |
| CI Private Wealth, LLC | 1,038,412 | $91.2M | 0.24% | +555,341+115.0% | Added |
| Artisan Partners Limited Partnership | 1,016,466 | $89.2M | 0.15% | +13,734+1.4% | Added |
| State of Wisconsin Investment Board | 1,013,644 | $89.0M | 0.27% | +354,576+53.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 994,747 | $87.3M | 0.21% | +95,948+10.7% | Added |
| Standard Life Aberdeen plc | 981,721 | $86.2M | 0.22% | +73,717+8.1% | Added |
| Russell Investments Group, Ltd. | 968,276 | $84.8M | 0.17% | −39,470−3.9% | Reduced |
| Intech Investment Management LLC | 963,804 | $84.6M | 0.68% | +99,277+11.5% | Added |
| Swedbank AB | 961,412 | $84.4M | 0.17% | −19,511−2.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 939,944 | $82.5M | 0.22% | +110,043+13.3% | Added |