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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 1,421,155 | $124.8M | 0.29% | −26,400−1.8% | Reduced |
| Raymond James & Associates | 1,422,176 | $124.9M | 0.11% | +44,263+3.2% | Added |
| New York State Teachers Retirement System | 1,512,258 | $132.8M | 0.31% | −41,002−2.6% | Reduced |
| American Century Companies Inc | 1,672,144 | $146.5M | 0.12% | +246,170+17.3% | Added |
| Toronto Dominion Bank | 1,761,663 | $154.6M | 0.25% | −870,573−33.1% | Reduced |
| Prudential Financial Inc | 1,807,322 | $158.7M | 0.25% | +29,743+1.7% | Added |
| Focused Investors LLC | 1,842,500 | $161.8M | 5.57% | −98,700−5.1% | Reduced |
| Fifth Third Bancorp | 1,851,850 | $162.6M | 0.76% | −45,451−2.4% | Reduced |
| National Pension Service | 1,946,101 | $167.6M | 0.31% | +95,195+5.1% | Added |
| Ensign Peak Advisors, Inc | 1,947,920 | $171.0M | 0.37% | −113,174−5.5% | Reduced |
| First Trust Advisors LP | 1,996,361 | $175.3M | 0.20% | −61,357−3.0% | Reduced |
| Neuberger Berman Group LLC | 2,080,824 | $182.7M | 0.17% | −1,557,900−42.8% | Reduced |
| California State Teachers Retirement System | 2,139,120 | $187.8M | 0.28% | −43,522−2.0% | Reduced |
| Macquarie Group Ltd | 2,156,320 | $189.3M | 0.22% | −24,225−1.1% | Reduced |
| Citigroup Inc | 2,265,457 | $198.9M | 0.27% | −1,136,332−33.4% | Reduced |
| New York State Common Retirement Fund | 2,308,696 | $202.7M | 0.27% | +53,127+2.4% | Added |
| The PNC Financial Services Group, Inc. | 2,413,646 | $211.9M | 0.19% | −206,784−7.9% | Reduced |
| Barclays PLC | 2,442,998 | $214.5M | 0.22% | −1,994,879−45.0% | Reduced |
| First Republic Investment Management, Inc. | 2,450,861 | $215.2M | 0.46% | +38,674+1.6% | Added |
| California Public Employees Retirement System | 2,489,227 | $218.6M | 0.19% | −361,624−12.7% | Reduced |
| Rhumbline Advisers | 2,546,135 | $223.6M | 0.28% | +4,508+0.2% | Added |
| FIL Ltd | 2,547,395 | $223.7M | 0.26% | −322,449−11.2% | Reduced |
| Nordea Investment Management AB | 2,678,603 | $231.0M | 0.34% | −249,788−8.5% | Reduced |
| Primecap Management Co | 2,720,353 | $238.8M | 0.21% | −831,390−23.4% | Reduced |
| Cullen Capital Management LLC | 2,918,900 | $256.3M | 2.35% | +657,862+29.1% | Added |
| LSV Asset Management | 2,919,183 | $256.3M | 0.57% | −1,044,635−26.4% | Reduced |
| Credit Suisse AG | 2,967,182 | $260.5M | 0.27% | −2,294,856−43.6% | Reduced |
| HSBC Holdings PLC | 2,987,695 | $261.6M | 0.34% | +266,803+9.8% | Added |
| Fayez Sarofim & Co | 3,060,806 | $268.7M | 0.94% | −349,577−10.3% | Reduced |
| Schroder Investment Management Group | 3,155,709 | $277.1M | 0.41% | −277,041−8.1% | Reduced |
| Lord, Abbett & Co. LLC | 3,164,679 | $277.9M | 1.00% | −422,134−11.8% | Reduced |
| Canada Pension Plan Investment Board | 3,165,096 | $277.9M | 0.44% | −168,528−5.1% | Reduced |
| Alliancebernstein L.P. | 3,227,122 | $283.3M | 0.12% | −83,475−2.5% | Reduced |
| Deutsche Bank AG | 3,319,801 | $291.5M | 0.16% | −530,667−13.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,550,287 | $311.7M | 0.23% | −307,490−8.0% | Reduced |
| TD Asset Management Inc | 3,674,692 | $322.6M | 0.39% | +709,400+23.9% | Added |
| Amundi | 5,147,009 | $434.5M | 0.23% | −163,764−3.1% | Reduced |
| Wells Fargo & Company | 4,965,820 | $436.0M | 0.13% | +94,613+1.9% | Added |
| Principal Financial Group Inc | 5,334,171 | $468.3M | 0.33% | +62,016+1.2% | Added |
| Eagle Capital Management LLC | 5,438,797 | $477.5M | 2.18% | −1,828,871−25.2% | Reduced |
| UBS Asset Management Americas Inc | 5,930,818 | $520.7M | 0.25% | +22,195+0.4% | Added |
| UBS Group AG | 6,344,241 | $557.0M | 0.26% | −917,822−12.6% | Reduced |
| Morgan Stanley | 6,390,693 | $561.1M | 0.06% | +686,075+12.0% | Added |
| Invesco Ltd. | 6,929,224 | $608.4M | 0.17% | −2,460,249−26.2% | Reduced |
| Bank of Montreal | 6,433,906 | $630.5M | 0.41% | +270,450+4.4% | Added |
| Janus Henderson Group PLC | 7,522,300 | $660.4M | 0.44% | −646,450−7.9% | Reduced |
| Charles Schwab Investment Management Inc | 8,440,562 | $735.2M | 0.22% | +14,038+0.2% | Added |
| Manufacturers Life Insurance Company, The | 8,394,060 | $737.0M | 0.42% | +15,230+0.2% | Added |
| Legal & General Group Plc | 8,687,826 | $762.8M | 0.27% | −23,201−0.3% | Reduced |
| Goldman Sachs Group Inc | 9,581,216 | $841.2M | 0.23% | −71,574−0.7% | Reduced |
| Nuveen Asset Management, LLC | 9,804,969 | $860.9M | 0.32% | −366,760−3.6% | Reduced |
| Dimensional Fund Advisors LP | 9,947,476 | $873.3M | 0.29% | +290,784+3.0% | Added |
| Norges Bank | 10,445,886 | $917.1M | 0.20% | −805,181−7.2% | Reduced |
| Franklin Resources Inc | 11,604,072 | $1.02B | 0.51% | +1,950,523+20.2% | Added |
| Northern Trust Corp | 13,392,927 | $1.18B | 0.23% | −21,438−0.2% | Reduced |
| Bank of New York Mellon Corp | 14,632,016 | $1.28B | 0.28% | +481,665+3.4% | Added |
| Royal Bank of Canada | 14,959,515 | $1.31B | 0.39% | +2,814,155+23.2% | Added |
| Ameriprise Financial Inc | 16,350,097 | $1.44B | 0.47% | +1,262,338+8.4% | Added |
| Fisher Asset Management, LLC | 19,323,644 | $1.70B | 1.03% | +350,375+1.8% | Added |
| Massachusetts Financial Services Co | 20,597,965 | $1.81B | 0.62% | −344,644−1.6% | Reduced |
| Bank of America Corp | 22,494,179 | $1.97B | 0.23% | +727,045+3.3% | Added |
| Price T Rowe Associates Inc | 23,059,090 | $2.02B | 0.30% | +12,321,786+114.8% | Added |
| Capital International Investors | 23,121,884 | $2.03B | 0.52% | −1,530,403−6.2% | Reduced |
| Geode Capital Management, LLC | 23,203,306 | $2.03B | 0.26% | −54,842−0.2% | Reduced |
| Capital World Investors | 23,842,961 | $2.09B | 0.43% | −1,135,020−4.5% | Reduced |
| Capital Research Global Investors | 26,164,367 | $2.30B | 0.66% | +4,767,216+22.3% | Added |
| FMR LLC | 27,013,824 | $2.37B | 0.22% | +1,604,768+6.3% | Added |
| Wellington Management Group LLP | 46,907,341 | $4.12B | 0.82% | +913,447+2.0% | Added |
| JPMorgan Chase & Co | 48,285,333 | $4.24B | 0.55% | +2,736,539+6.0% | Added |
| BlackRock Inc. | 87,074,091 | $7.65B | 0.23% | −2,233,842−2.5% | Reduced |
| Vanguard Group Inc | 112,337,017 | $9.86B | 0.25% | −337,096−0.3% | Reduced |
| State Street Corp | 115,834,827 | $10.2B | 0.57% | −4,912,368−4.1% | Reduced |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $33.1B | 100.00% | 00.0% | Unchanged |
| Quilter Plc | 7,090 | – | – | −150−2.1% | Reduced |
| Sound Shore Management Inc | 0 | $0 | 0.00% | −619,501−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −318,886−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −266,252−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −237,192−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −225,527−100.0% | Sold out |
| Teewinot Capital Advisers, L.L.C. | 0 | $0 | 0.00% | −185,903−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −174,658−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −140,182−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −116,159−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −83,632−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −75,998−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −67,200−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −65,713−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −62,501−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −57,993−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −54,730−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −42,235−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −40,098−100.0% | Sold out |
| Otter Creek Advisors, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| TBH Global Asset Management, LLC | 0 | $0 | 0.00% | −34,103−100.0% | Sold out |
| Rpo LLC | 0 | $0 | 0.00% | −32,900−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −29,242−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −25,765−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −23,540−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −21,082−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −18,141−100.0% | Sold out |