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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 370,947 | $32.6M | 0.17% | −9,527−2.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 373,272 | $32.8M | 1.21% | +5,760+1.6% | Added |
| Fiduciary Trust Co | 377,802 | $33.2M | 0.62% | −1,835−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 403,523 | $35.4M | 0.08% | +27,852+7.4% | Added |
| TD Waterhouse Canada Inc. | 381,428 | $35.6M | 0.37% | +16,438+4.5% | Added |
| NFJ Investment Group, LLC | 406,170 | $35.7M | 0.95% | −28,048−6.5% | Reduced |
| American International Group, Inc. | 408,309 | $35.8M | 0.24% | −1,796−0.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 410,100 | $36.0M | 0.10% | −274,383−40.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 413,978 | $36.3M | 1.72% | −33,485−7.5% | Reduced |
| Zurich Insurance Group Ltd | 417,380 | $36.6M | 0.46% | +417,380 | New |
| Pinnacle Associates Ltd | 439,530 | $38.6M | 0.79% | −2,337−0.5% | Reduced |
| Rafferty Asset Management, LLC | 440,326 | $38.7M | 0.26% | −67,359−13.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 442,381 | $38.8M | 1.36% | −16,716−3.6% | Reduced |
| Royal London Asset Management Ltd | 447,457 | $39.3M | 0.16% | +10,422+2.4% | Added |
| GWM Advisors LLC | 451,199 | $39.6M | 0.49% | −11,066−2.4% | Reduced |
| Rathbone Brothers plc | 451,081 | $39.6M | 0.40% | +41,589+10.2% | Added |
| Tredje AP-fonden | 453,377 | $39.8M | 0.62% | −121,158−21.1% | Reduced |
| Laurion Capital Management LP | 454,511 | $39.9M | 1.80% | +159,233+53.9% | Added |
| Bank of Nova Scotia | 454,993 | $39.9M | 0.12% | −16,596−3.5% | Reduced |
| Allianz Asset Management GmbH | 471,163 | $41.4M | 0.09% | −221,553−32.0% | Reduced |
| National Bank of Canada | 471,590 | $41.4M | 0.11% | +115,886+32.6% | Added |
| Clark Capital Management Group, Inc. | 484,638 | $42.6M | 0.48% | +88,077+22.2% | Added |
| Lazard Freres Gestion S.A.S. | 546,768 | $43.1M | 1.59% | −7,376−1.3% | Reduced |
| Candriam Luxembourg S.C.A. | 536,271 | $43.3M | 0.30% | −124,815−18.9% | Reduced |
| Todd Asset Management LLC | 508,338 | $44.6M | 1.08% | +454+0.1% | Added |
| Nisa Investment Advisors, LLC | 515,083 | $45.2M | 0.35% | +8,932+1.8% | Added |
| Epoch Investment Partners, Inc. | 525,710 | $46.2M | 0.27% | −168,960−24.3% | Reduced |
| Asset Management One Co.,Ltd. | 540,646 | $47.5M | 0.22% | +740+0.1% | Added |
| Treasurer of the State of North Carolina | 541,889 | $47.6M | 0.27% | +6,120+1.1% | Added |
| SEI Investments Co | 546,548 | $48.0M | 0.09% | +129,071+30.9% | Added |
| STRS Ohio | 553,543 | $48.6M | 0.21% | +7,080+1.3% | Added |
| Gateway Investment Advisers LLC | 556,117 | $48.8M | 0.60% | −45,192−7.5% | Reduced |
| TCW Group Inc | 558,202 | $49.0M | 0.63% | +20,090+3.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 561,946 | $49.3M | 3.36% | +10,308+1.9% | Added |
| Eisler Capital (UK) Ltd. | 562,736 | $49.4M | 4.27% | +562,736 | New |
| Employees Retirement System of Texas | 564,000 | $49.5M | 0.72% | +130,000+30.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 567,422 | $49.8M | 0.24% | −1,127−0.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 587,170 | $51.5M | 1.14% | −81,611−12.2% | Reduced |
| AXA S.A. | 587,799 | $51.6M | 0.18% | +88,522+17.7% | Added |
| Kames Capital plc | 590,626 | $51.7M | 0.90% | −183,601−23.7% | Reduced |
| Atalanta Sosnoff Capital, LLC | 603,112 | $53.0M | 1.54% | −16,788−2.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 612,883 | $53.8M | 0.54% | 00.0% | Unchanged |
| Jane Street Group, LLC | 614,100 | $53.9M | 0.09% | −147,291−19.3% | Reduced |
| Pictet Asset Management SA | 617,657 | $54.2M | 0.07% | −1,585−0.3% | Reduced |
| Umb Bank N A | 621,414 | $54.6M | 0.87% | −4,338−0.7% | Reduced |
| Factory Mutual Insurance Co | 670,050 | $58.8M | 0.92% | −74,000−9.9% | Reduced |
| CIBC World Markets Inc. | 681,066 | $59.8M | 0.22% | +382,056+127.8% | Added |
| DekaBank Deutsche Girozentrale | 715,384 | $61.6M | 0.15% | +5,140+0.7% | Added |
| Clearbridge Investments, LLC | 705,481 | $61.9M | 0.06% | −72,189−9.3% | Reduced |
| Canoe Financial LP | 709,275 | $62.3M | 0.87% | +709,275 | New |
| US Bancorp | 711,623 | $62.5M | 0.11% | +31,754+4.7% | Added |
| Ferguson Wellman Capital Management, Inc | 716,455 | $62.9M | 1.58% | −199,163−21.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 720,517 | $63.3M | 0.15% | −2,891−0.4% | Reduced |
| Public Employees Retirement System of Ohio | 722,614 | $63.4M | 0.26% | −278,693−27.8% | Reduced |
| M&T Bank Corp | 738,738 | $64.9M | 0.25% | −17,341−2.3% | Reduced |
| State of New Jersey Common Pension Fund D | 746,409 | $65.5M | 0.23% | −9,341−1.2% | Reduced |
| Pzena Investment Management LLC | 754,456 | $66.2M | 0.29% | −4,202−0.6% | Reduced |
| Storebrand Asset Management AS | 761,515 | $66.9M | 0.34% | −22,368−2.9% | Reduced |
| Avalon Investment & Advisory | 761,727 | $66.9M | 1.83% | −22,927−2.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 763,887 | $67.1M | 0.27% | +1,057+0.1% | Added |
| Calamos Advisors LLC | 765,912 | $67.2M | 0.34% | −79,800−9.4% | Reduced |
| Mackenzie Financial Corp | 774,275 | $68.0M | 0.11% | −59,211−7.1% | Reduced |
| AMF Pensionsforsakring AB | 779,379 | $68.5M | 0.70% | −40,729−5.0% | Reduced |
| Ninety One UK Ltd | 805,898 | $70.8M | 0.22% | +225,767+38.9% | Added |
| RBF Capital, LLC | 810,432 | $71.2M | 5.17% | −5,298−0.6% | Reduced |
| Aristotle Capital Management, LLC | 820,000 | $72.0M | 0.15% | −3,320−0.4% | Reduced |
| DnB Asset Management AS | 823,825 | $72.3M | 0.46% | +62,420+8.2% | Added |
| HighTower Advisors, LLC | 886,521 | $76.1M | 0.17% | +53,768+6.5% | Added |
| LPL Financial LLC | 869,498 | $76.3M | 0.06% | +48,987+6.0% | Added |
| Thrivent Financial for Lutherans | 870,329 | $76.4M | 0.19% | −608,123−41.1% | Reduced |
| Qube Research & Technologies Ltd | 873,499 | $76.7M | 0.44% | +614,918+237.8% | Added |
| KBC Group NV | 929,224 | $81.6M | 0.35% | −200,608−17.8% | Reduced |
| State of Tennessee, Treasury Department | 938,229 | $82.4M | 0.37% | +97,798+11.6% | Added |
| Robeco Institutional Asset Management B.V. | 939,944 | $82.5M | 0.22% | +110,043+13.3% | Added |
| Swedbank AB | 961,412 | $84.4M | 0.17% | −19,511−2.0% | Reduced |
| Intech Investment Management LLC | 963,804 | $84.6M | 0.68% | +99,277+11.5% | Added |
| Russell Investments Group, Ltd. | 968,276 | $84.8M | 0.17% | −39,470−3.9% | Reduced |
| Standard Life Aberdeen plc | 981,721 | $86.2M | 0.22% | +73,717+8.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 994,747 | $87.3M | 0.21% | +95,948+10.7% | Added |
| State of Wisconsin Investment Board | 1,013,644 | $89.0M | 0.27% | +354,576+53.8% | Added |
| Artisan Partners Limited Partnership | 1,016,466 | $89.2M | 0.15% | +13,734+1.4% | Added |
| CI Private Wealth, LLC | 1,038,412 | $91.2M | 0.24% | +555,341+115.0% | Added |
| Truist Financial Corp | 1,050,198 | $92.2M | 0.16% | −65,070−5.8% | Reduced |
| Voya Investment Management LLC | 1,053,542 | $92.5M | 0.10% | −5,140−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 1,056,851 | $92.8M | 0.20% | −896,669−45.9% | Reduced |
| Retirement Systems of Alabama | 1,061,666 | $93.2M | 0.40% | −77,761−6.8% | Reduced |
| Douglas Lane & Associates, LLC | 1,061,731 | $93.2M | 1.55% | −20,465−1.9% | Reduced |
| Brandywine Global Investment Management, LLC | 1,063,654 | $93.4M | 0.75% | −31,783−2.9% | Reduced |
| Commerce Bank | 1,086,765 | $95.4M | 0.75% | −40,740−3.6% | Reduced |
| Eminence Capital, LP | 1,121,451 | $98.5M | 1.66% | −200,110−15.1% | Reduced |
| Korea Investment CORP | 1,180,325 | $103.6M | 0.30% | +806+0.1% | Added |
| Victory Capital Management Inc | 1,191,303 | $104.6M | 0.12% | +62,600+5.5% | Added |
| CIBC Private Wealth Group, LLC | 1,328,535 | $107.7M | 0.31% | +429,468+47.8% | Added |
| Natixis Advisors, L.P. | 1,246,604 | $109.5M | 0.38% | +19,804+1.6% | Added |
| Great West Life Assurance Co | 1,252,802 | $110.1M | 0.27% | −5,234−0.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,278,334 | $112.2M | 0.25% | −47,600−3.6% | Reduced |
| Susquehanna International Group, LLP | 1,283,506 | $112.7M | 0.18% | +246,412+23.8% | Added |
| Evercore Wealth Management, LLC | 1,286,961 | $113.0M | 2.25% | −3630.0% | Reduced |
| Stifel Financial Corp | 1,292,248 | $113.5M | 0.16% | −3,430−0.3% | Reduced |
| Envestnet Asset Management Inc | 1,436,526 | $122.2M | 0.06% | +71,173+5.2% | Added |