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 |
|---|---|---|---|---|---|
| Erste Asset Management GmbH | 176,410 | $15.2M | 0.29% | −2,340−1.3% | Reduced |
| Blair William & Co | 176,596 | $15.5M | 0.06% | −2,867−1.6% | Reduced |
| Polaris Wealth Advisory Group, LLC | 176,987 | $15.5M | 1.15% | −9,608−5.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 180,126 | $15.8M | 0.66% | +23,201+14.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 181,556 | $15.9M | 1.03% | +25,466+16.3% | Added |
| Edgar Lomax Co | 181,975 | $16.0M | 1.03% | −205,090−53.0% | Reduced |
| Bridgecreek Investment Management, LLC | 182,180 | $16.0M | 3.29% | −1,100−0.6% | Reduced |
| MAI Capital Management | 182,789 | $16.0M | 0.26% | +11,582+6.8% | Added |
| Acadian Asset Management LLC | 186,315 | $16.4M | 0.07% | +45,269+32.1% | Added |
| Core Alternative Capital | 186,336 | $16.4M | 2.18% | −12,185−6.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $16.5M | 0.23% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 189,608 | $16.6M | 0.04% | +14,110+8.0% | Added |
| Pacific Heights Asset Management LLC | 190,000 | $16.7M | 1.57% | +10,000+5.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 192,044 | $16.9M | 0.03% | −27,305−12.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 193,182 | $17.0M | 0.02% | +20,131+11.6% | Added |
| Balyasny Asset Management LLC | 194,914 | $17.1M | 0.06% | +192,913+9,640.8% | Added |
| State of Alaska, Department of Revenue | 197,768 | $17.4M | 0.21% | −4,620−2.3% | Reduced |
| LVM Capital Management Ltd | 198,160 | $17.4M | 2.41% | −3,350−1.7% | Reduced |
| Hallmark Capital Management Inc | 199,553 | $17.5M | 1.59% | −11,626−5.5% | Reduced |
| Diamond Hill Capital Management Inc | 202,252 | $17.8M | 0.08% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 202,568 | $17.8M | 0.23% | −12,338−5.7% | Reduced |
| Putnam Investments LLC | 202,911 | $17.8M | 0.03% | +29,760+17.2% | Added |
| Cerity Partners LLC | 134,687 | $17.8M | 0.08% | +6,829+5.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 206,866 | $18.2M | 4.10% | −214−0.1% | Reduced |
| Earnest Partners LLC | 207,276 | $18.2M | 0.11% | −570.0% | Reduced |
| Millennium Management LLC | 208,014 | $18.3M | 0.02% | −175,255−45.7% | Reduced |
| Public Employees Retirement Association of Colorado | 209,642 | $18.4M | 0.10% | −5,813−2.7% | Reduced |
| Mutual of America Capital Management LLC | 214,098 | $18.8M | 0.22% | −2,222−1.0% | Reduced |
| Abner Herrman & Brock LLC | 214,234 | $18.8M | 2.84% | +466+0.2% | Added |
| LGT Capital Partners Ltd. | 216,870 | $19.0M | 0.53% | −12,970−5.6% | Reduced |
| Tiaa, FSB | 217,226 | $19.1M | 0.07% | −43,246−16.6% | Reduced |
| USS Investment Management Ltd | 218,541 | $19.2M | 0.26% | 00.0% | Unchanged |
| Utah Retirement Systems | 219,568 | $19.3M | 0.28% | +600+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 221,484 | $19.4M | 0.17% | −1,351−0.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 221,933 | $19.5M | 0.26% | −8,100−3.5% | Reduced |
| CIBC Asset Management Inc | 223,893 | $19.7M | 0.08% | −18,823−7.8% | Reduced |
| Bailard, Inc. | 226,451 | $19.9M | 0.71% | +2,210+1.0% | Added |
| Crossmark Global Holdings, Inc. | 227,412 | $20.0M | 0.47% | +20,446+9.9% | Added |
| E. Ohman J:or Asset Management AB | 227,708 | $20.0M | 0.78% | +8,562+3.9% | Added |
| RMB Capital Management, LLC | 228,941 | $20.1M | 0.70% | −9,766−4.1% | Reduced |
| Ci Investments Inc. | 230,331 | $20.2M | 0.10% | +114,044+98.1% | Added |
| O'Shaughnessy Asset Management, LLC | 231,728 | $20.3M | 0.32% | +32,387+16.2% | Added |
| Beacon Investment Advisory Services, Inc. | 233,159 | $20.5M | 0.99% | +5,690+2.5% | Added |
| Harvest Portfolios Group Inc. | 235,212 | $20.7M | 1.01% | +523+0.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 235,394 | $20.7M | 0.14% | −3,141−1.3% | Reduced |
| New York Life Investment Management LLC | 236,068 | $20.7M | 0.23% | +29,152+14.1% | Added |
| Maple Capital Management, Inc. | 241,114 | $21.2M | 2.59% | +3,395+1.4% | Added |
| Gamco Investors, Inc. Et Al | 241,597 | $21.2M | 0.23% | −3,600−1.5% | Reduced |
| IFM Investors Pty Ltd | 242,025 | $21.2M | 0.32% | +4,043+1.7% | Added |
| Bridger Management, LLC | 244,314 | $21.5M | 7.98% | −97,900−28.6% | Reduced |
| D. E. Shaw & Co., Inc. | 246,460 | $21.6M | 0.03% | −384,205−60.9% | Reduced |
| Chartwell Investment Partners, LLC | 247,922 | $21.8M | 0.83% | +15,315+6.6% | Added |
| 1832 Asset Management L.P. | 249,455 | $21.9M | 0.05% | −434,275−63.5% | Reduced |
| Camden Capital, LLC | 251,791 | $22.1M | 3.27% | −27,438−9.8% | Reduced |
| Heritage Investors Management Corp | 252,060 | $22.1M | 0.95% | +530+0.2% | Added |
| Swiss Life Asset Management Ltd | 252,453 | $22.2M | 0.33% | −8,714−3.3% | Reduced |
| Gabelli Funds LLC | 260,645 | $22.9M | 0.17% | −4,500−1.7% | Reduced |
| Adams Diversified Equity Fund, Inc. | 261,869 | $23.0M | 1.03% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 263,328 | $23.1M | 3.36% | +1,508+0.6% | Added |
| Blue Chip Partners, Inc. | 263,903 | $23.2M | 2.75% | +350+0.1% | Added |
| Forsta Ap-Fonden | 268,463 | $23.6M | 0.28% | −63,400−19.1% | Reduced |
| Argent Capital Management LLC | 269,991 | $23.7M | 0.82% | +344+0.1% | Added |
| CIBC World Markets Corp | 271,624 | $23.8M | 0.39% | −264,252−49.3% | Reduced |
| Texas Permanent School Fund | 271,762 | $23.9M | 0.24% | +84,921+45.5% | Added |
| Bollard Group LLC | 271,873 | $23.9M | 0.86% | +1,958+0.7% | Added |
| Boston Common Asset Management, LLC | 272,625 | $23.9M | 0.50% | −2,639−1.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 281,431 | $24.7M | 0.06% | +48,572+20.9% | Added |
| Keybank National Association | 281,706 | $24.7M | 0.12% | −4,688−1.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 283,864 | $24.9M | 2.24% | −16,532−5.5% | Reduced |
| Handelsbanken Fonder AB | 286,110 | $25.1M | 0.15% | +21,054+7.9% | Added |
| Advisor Group Holdings, Inc. | 287,855 | $25.2M | 0.05% | +14,511+5.3% | Added |
| ProShare Advisors LLC | 289,126 | $25.4M | 0.08% | +30,138+11.6% | Added |
| Teacher Retirement System of Texas | 295,357 | $25.9M | 0.17% | −6,987−2.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 298,225 | $26.2M | 0.05% | +52,447+21.3% | Added |
| Public Sector Pension Investment Board | 299,355 | $26.3M | 0.20% | −3,023−1.0% | Reduced |
| Capula Management Ltd | 302,212 | $26.5M | 2.31% | +298,575+8,209.4% | Added |
| Braun Stacey Associates Inc | 302,772 | $26.6M | 0.70% | +238,216+369.0% | Added |
| Chilton Capital Management LLC | 303,008 | $26.6M | 1.54% | +6,843+2.3% | Added |
| Meitav Dash Investments Ltd | 310,400 | $26.7M | 0.46% | +310,400 | New |
| Hosking Partners LLP | 309,288 | $27.2M | 1.26% | −62,599−16.8% | Reduced |
| Mariner, LLC | 315,701 | $27.7M | 0.08% | −19,454−5.8% | Reduced |
| Janney Montgomery Scott LLC | 317,527 | $27.9M | 0.11% | −19,734−5.9% | Reduced |
| Man Group plc | – | $28.3M | 0.10% | – | – |
| Payden & Rygel | 328,200 | $28.8M | 1.71% | +55,300+20.3% | Added |
| Amalgamated Bank | 330,723 | $29.0M | 0.25% | −5,091−1.5% | Reduced |
| Westpac Banking Corp | 330,818 | $29.0M | 0.39% | +179,743+119.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 333,075 | $29.2M | 2.22% | −3,183−0.9% | Reduced |
| Vontobel Holding Ltd. | 333,559 | $29.3M | 0.27% | −19,217−5.4% | Reduced |
| MetLife Investment Management | 335,654 | $29.5M | 0.21% | −6,877−2.0% | Reduced |
| Voloridge Investment Management, LLC | 339,441 | $29.8M | 0.15% | +197,506+139.2% | Added |
| Oppenheimer Asset Management Inc. | 344,140 | $30.2M | 0.47% | +748+0.2% | Added |
| Arizona State Retirement System | 346,105 | $30.4M | 0.27% | −4,735−1.3% | Reduced |
| Aviva PLC | 347,610 | $30.5M | 0.14% | −47,021−11.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 354,881 | $31.1M | 0.39% | +30,107+9.3% | Added |
| Madison Asset Management, LLC | 353,884 | $31.1M | 0.47% | −4,322−1.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 355,194 | $31.2M | 0.04% | +241,750+213.1% | Added |
| Conning Inc. | 358,685 | $31.4M | 1.05% | −12,490−3.4% | Reduced |
| State of Michigan Retirement System | 358,826 | $31.5M | 0.21% | +500+0.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 365,503 | $32.1M | 0.17% | −55,965−13.3% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $32.4M | 2.26% | 00.0% | Unchanged |