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 | $218.0B |
| 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 of Tennessee, Treasury Department | 938,229 | $82.4M | 0.37% | +97,798+11.6% | Added |
| KBC Group NV | 929,224 | $81.6M | 0.35% | −200,608−17.8% | Reduced |
| Qube Research & Technologies Ltd | 873,499 | $76.7M | 0.44% | +614,918+237.8% | Added |
| Thrivent Financial for Lutherans | 870,329 | $76.4M | 0.19% | −608,123−41.1% | Reduced |
| LPL Financial LLC | 869,498 | $76.3M | 0.06% | +48,987+6.0% | Added |
| HighTower Advisors, LLC | 886,521 | $76.1M | 0.17% | +53,768+6.5% | Added |
| DnB Asset Management AS | 823,825 | $72.3M | 0.46% | +62,420+8.2% | Added |
| Aristotle Capital Management, LLC | 820,000 | $72.0M | 0.15% | −3,320−0.4% | Reduced |
| RBF Capital, LLC | 810,432 | $71.2M | 5.17% | −5,298−0.6% | Reduced |
| Ninety One UK Ltd | 805,898 | $70.8M | 0.22% | +225,767+38.9% | Added |
| AMF Pensionsforsakring AB | 779,379 | $68.5M | 0.70% | −40,729−5.0% | Reduced |
| Mackenzie Financial Corp | 774,275 | $68.0M | 0.11% | −59,211−7.1% | Reduced |
| Calamos Advisors LLC | 765,912 | $67.2M | 0.34% | −79,800−9.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 763,887 | $67.1M | 0.27% | +1,057+0.1% | Added |
| Avalon Investment & Advisory | 761,727 | $66.9M | 1.83% | −22,927−2.9% | Reduced |
| Storebrand Asset Management AS | 761,515 | $66.9M | 0.34% | −22,368−2.9% | Reduced |
| Pzena Investment Management LLC | 754,456 | $66.2M | 0.29% | −4,202−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 746,409 | $65.5M | 0.23% | −9,341−1.2% | Reduced |
| M&T Bank Corp | 738,738 | $64.9M | 0.25% | −17,341−2.3% | Reduced |
| Public Employees Retirement System of Ohio | 722,614 | $63.4M | 0.26% | −278,693−27.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 720,517 | $63.3M | 0.15% | −2,891−0.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 716,455 | $62.9M | 1.58% | −199,163−21.8% | Reduced |
| US Bancorp | 711,623 | $62.5M | 0.11% | +31,754+4.7% | Added |
| Canoe Financial LP | 709,275 | $62.3M | 0.87% | +709,275 | New |
| Clearbridge Investments, LLC | 705,481 | $61.9M | 0.06% | −72,189−9.3% | Reduced |
| DekaBank Deutsche Girozentrale | 715,384 | $61.6M | 0.15% | +5,140+0.7% | Added |
| CIBC World Markets Inc. | 681,066 | $59.8M | 0.22% | +382,056+127.8% | Added |
| Factory Mutual Insurance Co | 670,050 | $58.8M | 0.92% | −74,000−9.9% | Reduced |
| Umb Bank N A | 621,414 | $54.6M | 0.87% | −4,338−0.7% | Reduced |
| Pictet Asset Management SA | 617,657 | $54.2M | 0.07% | −1,585−0.3% | Reduced |
| Jane Street Group, LLC | 614,100 | $53.9M | 0.09% | −147,291−19.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 612,883 | $53.8M | 0.54% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 603,112 | $53.0M | 1.54% | −16,788−2.7% | Reduced |
| Kames Capital plc | 590,626 | $51.7M | 0.90% | −183,601−23.7% | Reduced |
| AXA S.A. | 587,799 | $51.6M | 0.18% | +88,522+17.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 587,170 | $51.5M | 1.14% | −81,611−12.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 567,422 | $49.8M | 0.24% | −1,127−0.2% | Reduced |
| Employees Retirement System of Texas | 564,000 | $49.5M | 0.72% | +130,000+30.0% | Added |
| Eisler Capital (UK) Ltd. | 562,736 | $49.4M | 4.27% | +562,736 | New |
| Woodley Farra Manion Portfolio Management Inc | 561,946 | $49.3M | 3.36% | +10,308+1.9% | Added |
| TCW Group Inc | 558,202 | $49.0M | 0.63% | +20,090+3.7% | Added |
| Gateway Investment Advisers LLC | 556,117 | $48.8M | 0.60% | −45,192−7.5% | Reduced |
| STRS Ohio | 553,543 | $48.6M | 0.21% | +7,080+1.3% | Added |
| SEI Investments Co | 546,548 | $48.0M | 0.09% | +129,071+30.9% | Added |
| Treasurer of the State of North Carolina | 541,889 | $47.6M | 0.27% | +6,120+1.1% | Added |
| Asset Management One Co.,Ltd. | 540,646 | $47.5M | 0.22% | +740+0.1% | Added |
| Epoch Investment Partners, Inc. | 525,710 | $46.2M | 0.27% | −168,960−24.3% | Reduced |
| Nisa Investment Advisors, LLC | 515,083 | $45.2M | 0.35% | +8,932+1.8% | Added |
| Todd Asset Management LLC | 508,338 | $44.6M | 1.08% | +454+0.1% | Added |
| Candriam Luxembourg S.C.A. | 536,271 | $43.3M | 0.30% | −124,815−18.9% | Reduced |
| Lazard Freres Gestion S.A.S. | 546,768 | $43.1M | 1.59% | −7,376−1.3% | Reduced |
| Clark Capital Management Group, Inc. | 484,638 | $42.6M | 0.48% | +88,077+22.2% | Added |
| National Bank of Canada | 471,590 | $41.4M | 0.11% | +115,886+32.6% | Added |
| Allianz Asset Management GmbH | 471,163 | $41.4M | 0.09% | −221,553−32.0% | Reduced |
| Bank of Nova Scotia | 454,993 | $39.9M | 0.12% | −16,596−3.5% | Reduced |
| Laurion Capital Management LP | 454,511 | $39.9M | 1.80% | +159,233+53.9% | Added |
| Tredje AP-fonden | 453,377 | $39.8M | 0.62% | −121,158−21.1% | Reduced |
| Rathbone Brothers plc | 451,081 | $39.6M | 0.40% | +41,589+10.2% | Added |
| GWM Advisors LLC | 451,199 | $39.6M | 0.49% | −11,066−2.4% | Reduced |
| Royal London Asset Management Ltd | 447,457 | $39.3M | 0.16% | +10,422+2.4% | Added |
| Signature Estate & Investment Advisors LLC | 442,381 | $38.8M | 1.36% | −16,716−3.6% | Reduced |
| Rafferty Asset Management, LLC | 440,326 | $38.7M | 0.26% | −67,359−13.3% | Reduced |
| Pinnacle Associates Ltd | 439,530 | $38.6M | 0.79% | −2,337−0.5% | Reduced |
| Zurich Insurance Group Ltd | 417,380 | $36.6M | 0.46% | +417,380 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 413,978 | $36.3M | 1.72% | −33,485−7.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 410,100 | $36.0M | 0.10% | −274,383−40.1% | Reduced |
| American International Group, Inc. | 408,309 | $35.8M | 0.24% | −1,796−0.4% | Reduced |
| NFJ Investment Group, LLC | 406,170 | $35.7M | 0.95% | −28,048−6.5% | Reduced |
| TD Waterhouse Canada Inc. | 381,428 | $35.6M | 0.37% | +16,438+4.5% | Added |
| Commonwealth Equity Services, LLC | 403,523 | $35.4M | 0.08% | +27,852+7.4% | Added |
| Fiduciary Trust Co | 377,802 | $33.2M | 0.62% | −1,835−0.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 373,272 | $32.8M | 1.21% | +5,760+1.6% | Added |
| Nomura Asset Management Co Ltd | 370,947 | $32.6M | 0.17% | −9,527−2.5% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $32.4M | 2.26% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 365,503 | $32.1M | 0.17% | −55,965−13.3% | Reduced |
| State of Michigan Retirement System | 358,826 | $31.5M | 0.21% | +500+0.1% | Added |
| Conning Inc. | 358,685 | $31.4M | 1.05% | −12,490−3.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 355,194 | $31.2M | 0.04% | +241,750+213.1% | Added |
| Madison Asset Management, LLC | 353,884 | $31.1M | 0.47% | −4,322−1.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 354,881 | $31.1M | 0.39% | +30,107+9.3% | Added |
| Aviva PLC | 347,610 | $30.5M | 0.14% | −47,021−11.9% | Reduced |
| Arizona State Retirement System | 346,105 | $30.4M | 0.27% | −4,735−1.3% | Reduced |
| Oppenheimer Asset Management Inc. | 344,140 | $30.2M | 0.47% | +748+0.2% | Added |
| Voloridge Investment Management, LLC | 339,441 | $29.8M | 0.15% | +197,506+139.2% | Added |
| MetLife Investment Management | 335,654 | $29.5M | 0.21% | −6,877−2.0% | Reduced |
| Vontobel Holding Ltd. | 333,559 | $29.3M | 0.27% | −19,217−5.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 333,075 | $29.2M | 2.22% | −3,183−0.9% | Reduced |
| Westpac Banking Corp | 330,818 | $29.0M | 0.39% | +179,743+119.0% | Added |
| Amalgamated Bank | 330,723 | $29.0M | 0.25% | −5,091−1.5% | Reduced |
| Payden & Rygel | 328,200 | $28.8M | 1.71% | +55,300+20.3% | Added |
| Man Group plc | – | $28.3M | 0.10% | – | – |
| Janney Montgomery Scott LLC | 317,527 | $27.9M | 0.11% | −19,734−5.9% | Reduced |
| Mariner, LLC | 315,701 | $27.7M | 0.08% | −19,454−5.8% | Reduced |
| Hosking Partners LLP | 309,288 | $27.2M | 1.26% | −62,599−16.8% | Reduced |
| Meitav Dash Investments Ltd | 310,400 | $26.7M | 0.46% | +310,400 | New |
| Chilton Capital Management LLC | 303,008 | $26.6M | 1.54% | +6,843+2.3% | Added |
| Braun Stacey Associates Inc | 302,772 | $26.6M | 0.70% | +238,216+369.0% | Added |
| Capula Management Ltd | 302,212 | $26.5M | 2.31% | +298,575+8,209.4% | Added |
| Public Sector Pension Investment Board | 299,355 | $26.3M | 0.20% | −3,023−1.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 298,225 | $26.2M | 0.05% | +52,447+21.3% | Added |