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, 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 | 2,746 | $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, 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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 88,050 | $7.73M | 0.09% | +46,831+113.6% | Added |
| CWM, LLC | 89,570 | $7.86M | 0.05% | +15,054+20.2% | Added |
| Cetera Investment Advisers | 93,941 | $7.91M | 0.07% | −8,979−8.7% | Reduced |
| Telemus Capital, LLC | 90,071 | $7.91M | 0.70% | +98+0.1% | Added |
| Prudential PLC | 90,152 | $7.92M | 0.09% | −761−0.8% | Reduced |
| Los Angeles Capital Management LLC | 91,314 | $8.02M | 0.04% | +5,523+6.4% | Added |
| La Banque Postale Asset Management SA | 91,353 | $8.02M | 0.20% | −13,317−12.7% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $8.08M | 0.93% | 00.0% | Unchanged |
| Capital International Sarl | 92,280 | $8.10M | 0.41% | −39,962−30.2% | Reduced |
| Power Corp of Canada | 96,903 | $8.14M | 0.85% | +53,172+121.6% | Added |
| Capital Analysts, LLC | 92,808 | $8.15M | 0.47% | +1,970+2.2% | Added |
| AQR Capital Management LLC | 95,352 | $8.22M | 0.02% | −33,653−26.1% | Reduced |
| Bokf, NA | 94,836 | $8.33M | 0.17% | +7,689+8.8% | Added |
| Banque Cantonale Vaudoise | 96,035 | $8.43M | 0.41% | +54,300+130.1% | Added |
| Chilton Investment Co LLC | 96,188 | $8.45M | 0.26% | +96,188 | New |
| Illinois Municipal Retirement Fund | 96,379 | $8.46M | 0.18% | −7,137−6.9% | Reduced |
| Credit Agricole S A | 96,438 | $8.47M | 0.36% | −13,659−12.4% | Reduced |
| Aptus Capital Advisors, LLC | 96,811 | $8.50M | 0.24% | +30,763+46.6% | Added |
| General Pension Society PZU Joint Stock Co | 97,369 | $8.55M | 3.23% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 97,604 | $8.57M | 0.19% | +895+0.9% | Added |
| JustInvest LLC | 98,014 | $8.60M | 0.30% | +10,511+12.0% | Added |
| Cumberland Partners Ltd | 98,757 | $8.67M | 0.85% | +39,955+67.9% | Added |
| Lowe Brockenbrough & Co Inc | 99,213 | $8.71M | 0.71% | −534−0.5% | Reduced |
| Elo Mutual Pension Insurance Co | 101,213 | $8.89M | 0.28% | +1,534+1.5% | Added |
| Oregon Public Employees Retirement Fund | 101,275 | $8.89M | 0.11% | −459−0.5% | Reduced |
| Intact Investment Management Inc. | 101,400 | $8.90M | 0.37% | 00.0% | Unchanged |
| Socorro Asset Management LP | 101,636 | $8.92M | 3.94% | 00.0% | Unchanged |
| New Republic Capital, LLC | 102,093 | $8.96M | 6.77% | +554+0.5% | Added |
| Capital International Inc | 102,158 | $8.97M | 0.18% | −1,068−1.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 103,165 | $9.06M | 0.21% | +6,192+6.4% | Added |
| Kentucky Retirement Systems | 103,301 | $9.07M | 0.33% | −1,983−1.9% | Reduced |
| Advisors Asset Management, Inc. | 104,279 | $9.16M | 0.19% | −6,205−5.6% | Reduced |
| Daiwa Securities Group Inc. | 104,297 | $9.16M | 0.06% | +6,230+6.4% | Added |
| Castleark Management LLC | 105,960 | $9.30M | 0.46% | +86,360+440.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 106,098 | $9.32M | 0.17% | +4,366+4.3% | Added |
| Panagora Asset Management Inc | 107,074 | $9.40M | 0.06% | −132,001−55.2% | Reduced |
| Ieq Capital, LLC | 107,760 | $9.46M | 0.22% | +18,815+21.2% | Added |
| Securian Asset Management, Inc | 108,002 | $9.48M | 0.25% | −374−0.3% | Reduced |
| Capital International Ltd | 109,179 | $9.59M | 0.57% | +4,941+4.7% | Added |
| BTC Capital Management, Inc. | 109,341 | $9.59M | 1.10% | −15,536−12.4% | Reduced |
| Polar Capital Holdings Plc | 109,453 | $9.61M | 0.07% | +9,135+9.1% | Added |
| Gradient Investments LLC | 109,468 | $9.61M | 0.26% | +23,766+27.7% | Added |
| Marvin & Palmer Associates Inc | 110,310 | $9.69M | 4.88% | +762+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 110,382 | $9.69M | 0.11% | +110,382 | New |
| Hartford Investment Management Co | 110,582 | $9.71M | 0.33% | +14,570+15.2% | Added |
| Capital Group Private Client Services, Inc. | 110,673 | $9.72M | 0.12% | +27,363+32.8% | Added |
| Ziegler Capital Management, LLC | 111,231 | $9.75M | 0.38% | −2,361−2.1% | Reduced |
| British Columbia Investment Management Corp | 113,120 | $9.93M | 0.10% | −1,057−0.9% | Reduced |
| Brown Advisory Inc | 113,742 | $9.99M | 0.02% | +8,569+8.1% | Added |
| Winslow Capital Management, LLC | 113,818 | $9.99M | 0.05% | +1,112+1.0% | Added |
| Flputnam Investment Management Co | 113,849 | $10.0M | 0.33% | +2,171+1.9% | Added |
| Fred Alger Management, LLC | 113,974 | $10.0M | 0.05% | −70,645−38.3% | Reduced |
| Burney Co | 117,158 | $10.3M | 0.51% | −4,930−4.0% | Reduced |
| Brinker Capital Investments, LLC | 118,472 | $10.4M | 0.13% | +15,867+15.5% | Added |
| Orion Portfolio Solutions, LLC | 118,472 | $10.4M | 0.13% | +102,773+654.6% | Added |
| Cramer Rosenthal McGlynn LLC | 118,823 | $10.4M | 0.47% | +47,480+66.6% | Added |
| Twin Tree Management, LP | 121,312 | $10.7M | 0.30% | −93,131−43.4% | Reduced |
| Grassi Investment Management | 122,725 | $10.8M | 1.34% | +1,450+1.2% | Added |
| Shelton Capital Management | 123,303 | $10.8M | 0.45% | +106,203+621.1% | Added |
| Gillson Capital LP | 123,691 | $10.9M | 0.90% | +123,691 | New |
| Ethic Inc. | 123,988 | $10.9M | 0.44% | +20,329+19.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 126,679 | $11.1M | 0.17% | +10,104+8.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 127,490 | $11.2M | 0.25% | −737−0.6% | Reduced |
| Argent Trust Co | 127,689 | $11.2M | 0.71% | +2,987+2.4% | Added |
| Edge Capital Group, LLC | 127,690 | $11.2M | 0.69% | +16,456+14.8% | Added |
| Telos Capital Management, Inc. | 129,910 | $11.4M | 1.59% | −5,106−3.8% | Reduced |
| Peapack Gladstone Financial Corp | 133,142 | $11.7M | 0.22% | +390.0% | Added |
| Fukoku Mutual Life Insurance Co | 134,951 | $11.8M | 1.07% | −1,159−0.9% | Reduced |
| FineMark National Bank & Trust | 135,520 | $11.9M | 0.51% | +4,659+3.6% | Added |
| Mercer Global Advisors Inc | 135,766 | $11.9M | 0.05% | −1,305−1.0% | Reduced |
| Crestwood Advisors Group LLC | 137,081 | $12.0M | 0.40% | −4,637−3.3% | Reduced |
| Abn Amro Investment Solutions | 138,812 | $12.2M | 0.25% | +138,812 | New |
| Nissay Asset Management Corp | 139,387 | $12.2M | 0.11% | −7,033−4.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 139,815 | $12.3M | 0.43% | −3,251−2.3% | Reduced |
| Appleton Partners Inc | 140,299 | $12.3M | 1.10% | +35,209+33.5% | Added |
| Cullinan Associates Inc | 140,568 | $12.3M | 0.72% | +6,558+4.9% | Added |
| Wealthfront Advisers LLC | 142,773 | $12.5M | 0.06% | +16,511+13.1% | Added |
| Grand Jean Capital Management Inc | 144,382 | $12.7M | 4.88% | +1,216+0.8% | Added |
| Wade G W & Inc | 147,171 | $12.9M | 0.50% | −169−0.1% | Reduced |
| Creative Planning | 147,235 | $12.9M | 0.02% | +11,331+8.3% | Added |
| Bessemer Group Inc | 148,909 | $13.1M | 0.03% | +2,747+1.9% | Added |
| Allspring Global Investments Holdings, LLC | 151,894 | $13.3M | 0.02% | +36,594+31.7% | Added |
| Xponance, Inc. | 152,648 | $13.4M | 0.20% | −18,852−11.0% | Reduced |
| MML Investors Services, LLC | 152,800 | $13.4M | 0.09% | −1,685−1.1% | Reduced |
| Czech National Bank | 153,913 | $13.5M | 0.33% | −394−0.3% | Reduced |
| Pittenger & Anderson Inc | 154,019 | $13.5M | 0.70% | −2,815−1.8% | Reduced |
| Mark Asset Management LP | 154,556 | $13.6M | 2.58% | −41,213−21.1% | Reduced |
| Assetmark, Inc | 155,602 | $13.7M | 0.06% | +21,922+16.4% | Added |
| Ossiam | 156,234 | $13.7M | 0.29% | +37,265+31.3% | Added |
| Captrust Financial Advisors | 157,441 | $13.8M | 0.06% | −3,391−2.1% | Reduced |
| Rockefeller Capital Management L.P. | 159,368 | $14.0M | 0.06% | −8,524−5.1% | Reduced |
| Achmea Investment Management B.V. | 163,137 | $14.3M | 0.42% | +22,841+16.3% | Added |
| Oppenheimer & Co Inc | 164,369 | $14.4M | 0.31% | +24,156+17.2% | Added |
| Gulf International Bank (UK) Ltd | 167,015 | $14.7M | 0.31% | −47,758−22.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 169,342 | $14.9M | 0.07% | +10,328+6.5% | Added |
| Cornerstone Advisors, LLC | 170,100 | $14.9M | 0.69% | 00.0% | Unchanged |
| Agf Management Ltd | 170,924 | $15.0M | 0.10% | +75,110+78.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 171,859 | $15.1M | 0.05% | −840,283−83.0% | Reduced |
| Guggenheim Capital LLC | 172,002 | $15.1M | 0.13% | −9,628−5.3% | Reduced |
| Glenmede Trust Co NA | 172,080 | $15.1M | 0.09% | +274+0.2% | Added |