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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 295,357 | $25.9M | 0.17% | −6,987−2.3% | Reduced |
| ProShare Advisors LLC | 289,126 | $25.4M | 0.08% | +30,138+11.6% | Added |
| Advisor Group Holdings, Inc. | 287,855 | $25.2M | 0.05% | +14,511+5.3% | Added |
| Handelsbanken Fonder AB | 286,110 | $25.1M | 0.15% | +21,054+7.9% | Added |
| Moody Lynn & Lieberson, LLC | 283,864 | $24.9M | 2.24% | −16,532−5.5% | Reduced |
| Keybank National Association | 281,706 | $24.7M | 0.12% | −4,688−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 281,431 | $24.7M | 0.06% | +48,572+20.9% | Added |
| Boston Common Asset Management, LLC | 272,625 | $23.9M | 0.50% | −2,639−1.0% | Reduced |
| Bollard Group LLC | 271,873 | $23.9M | 0.86% | +1,958+0.7% | Added |
| Texas Permanent School Fund | 271,762 | $23.9M | 0.24% | +84,921+45.5% | Added |
| CIBC World Markets Corp | 271,624 | $23.8M | 0.39% | −264,252−49.3% | Reduced |
| Argent Capital Management LLC | 269,991 | $23.7M | 0.82% | +344+0.1% | Added |
| Forsta Ap-Fonden | 268,463 | $23.6M | 0.28% | −63,400−19.1% | Reduced |
| Blue Chip Partners, Inc. | 263,903 | $23.2M | 2.75% | +350+0.1% | Added |
| Matrix Asset Advisors Inc | 263,328 | $23.1M | 3.36% | +1,508+0.6% | Added |
| Adams Diversified Equity Fund, Inc. | 261,869 | $23.0M | 1.03% | 00.0% | Unchanged |
| Gabelli Funds LLC | 260,645 | $22.9M | 0.17% | −4,500−1.7% | Reduced |
| Swiss Life Asset Management Ltd | 252,453 | $22.2M | 0.33% | −8,714−3.3% | Reduced |
| Heritage Investors Management Corp | 252,060 | $22.1M | 0.95% | +530+0.2% | Added |
| Camden Capital, LLC | 251,791 | $22.1M | 3.27% | −27,438−9.8% | Reduced |
| 1832 Asset Management L.P. | 249,455 | $21.9M | 0.05% | −434,275−63.5% | Reduced |
| Chartwell Investment Partners, LLC | 247,922 | $21.8M | 0.83% | +15,315+6.6% | Added |
| D. E. Shaw & Co., Inc. | 246,460 | $21.6M | 0.03% | −384,205−60.9% | Reduced |
| Bridger Management, LLC | 244,314 | $21.5M | 7.98% | −97,900−28.6% | Reduced |
| IFM Investors Pty Ltd | 242,025 | $21.2M | 0.32% | +4,043+1.7% | Added |
| Gamco Investors, Inc. Et Al | 241,597 | $21.2M | 0.23% | −3,600−1.5% | Reduced |
| Maple Capital Management, Inc. | 241,114 | $21.2M | 2.59% | +3,395+1.4% | Added |
| New York Life Investment Management LLC | 236,068 | $20.7M | 0.23% | +29,152+14.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 235,394 | $20.7M | 0.14% | −3,141−1.3% | Reduced |
| Harvest Portfolios Group Inc. | 235,212 | $20.7M | 1.01% | +523+0.2% | Added |
| Beacon Investment Advisory Services, Inc. | 233,159 | $20.5M | 0.99% | +5,690+2.5% | Added |
| O'Shaughnessy Asset Management, LLC | 231,728 | $20.3M | 0.32% | +32,387+16.2% | Added |
| Ci Investments Inc. | 230,331 | $20.2M | 0.10% | +114,044+98.1% | Added |
| RMB Capital Management, LLC | 228,941 | $20.1M | 0.70% | −9,766−4.1% | Reduced |
| E. Ohman J:or Asset Management AB | 227,708 | $20.0M | 0.78% | +8,562+3.9% | Added |
| Crossmark Global Holdings, Inc. | 227,412 | $20.0M | 0.47% | +20,446+9.9% | Added |
| Bailard, Inc. | 226,451 | $19.9M | 0.71% | +2,210+1.0% | Added |
| CIBC Asset Management Inc | 223,893 | $19.7M | 0.08% | −18,823−7.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 221,933 | $19.5M | 0.26% | −8,100−3.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 221,484 | $19.4M | 0.17% | −1,351−0.6% | Reduced |
| Utah Retirement Systems | 219,568 | $19.3M | 0.28% | +600+0.3% | Added |
| USS Investment Management Ltd | 218,541 | $19.2M | 0.26% | 00.0% | Unchanged |
| Tiaa, FSB | 217,226 | $19.1M | 0.07% | −43,246−16.6% | Reduced |
| LGT Capital Partners Ltd. | 216,870 | $19.0M | 0.53% | −12,970−5.6% | Reduced |
| Abner Herrman & Brock LLC | 214,234 | $18.8M | 2.84% | +466+0.2% | Added |
| Mutual of America Capital Management LLC | 214,098 | $18.8M | 0.22% | −2,222−1.0% | Reduced |
| Public Employees Retirement Association of Colorado | 209,642 | $18.4M | 0.10% | −5,813−2.7% | Reduced |
| Millennium Management LLC | 208,014 | $18.3M | 0.02% | −175,255−45.7% | Reduced |
| Earnest Partners LLC | 207,276 | $18.2M | 0.11% | −570.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 206,866 | $18.2M | 4.10% | −214−0.1% | Reduced |
| Cerity Partners LLC | 134,687 | $17.8M | 0.08% | +6,829+5.3% | Added |
| Putnam Investments LLC | 202,911 | $17.8M | 0.03% | +29,760+17.2% | Added |
| Yousif Capital Management, LLC | 202,568 | $17.8M | 0.23% | −12,338−5.7% | Reduced |
| Diamond Hill Capital Management Inc | 202,252 | $17.8M | 0.08% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 199,553 | $17.5M | 1.59% | −11,626−5.5% | Reduced |
| LVM Capital Management Ltd | 198,160 | $17.4M | 2.41% | −3,350−1.7% | Reduced |
| State of Alaska, Department of Revenue | 197,768 | $17.4M | 0.21% | −4,620−2.3% | Reduced |
| Balyasny Asset Management LLC | 194,914 | $17.1M | 0.06% | +192,913+9,640.8% | Added |
| Northwestern Mutual Wealth Management Co | 193,182 | $17.0M | 0.02% | +20,131+11.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 192,044 | $16.9M | 0.03% | −27,305−12.4% | Reduced |
| Pacific Heights Asset Management LLC | 190,000 | $16.7M | 1.57% | +10,000+5.6% | Added |
| Baird Financial Group, Inc. | 189,608 | $16.6M | 0.04% | +14,110+8.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $16.5M | 0.23% | 00.0% | Unchanged |
| Core Alternative Capital | 186,336 | $16.4M | 2.18% | −12,185−6.1% | Reduced |
| Acadian Asset Management LLC | 186,315 | $16.4M | 0.07% | +45,269+32.1% | Added |
| MAI Capital Management | 182,789 | $16.0M | 0.26% | +11,582+6.8% | Added |
| Bridgecreek Investment Management, LLC | 182,180 | $16.0M | 3.29% | −1,100−0.6% | Reduced |
| Edgar Lomax Co | 181,975 | $16.0M | 1.03% | −205,090−53.0% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 181,556 | $15.9M | 1.03% | +25,466+16.3% | Added |
| NorthCrest Asset Manangement, LLC | 180,126 | $15.8M | 0.66% | +23,201+14.8% | Added |
| Polaris Wealth Advisory Group, LLC | 176,987 | $15.5M | 1.15% | −9,608−5.1% | Reduced |
| Blair William & Co | 176,596 | $15.5M | 0.06% | −2,867−1.6% | Reduced |
| Erste Asset Management GmbH | 176,410 | $15.2M | 0.29% | −2,340−1.3% | Reduced |
| Glenmede Trust Co NA | 172,080 | $15.1M | 0.09% | +274+0.2% | Added |
| Guggenheim Capital LLC | 172,002 | $15.1M | 0.13% | −9,628−5.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 171,859 | $15.1M | 0.05% | −840,283−83.0% | Reduced |
| Agf Management Ltd | 170,924 | $15.0M | 0.10% | +75,110+78.4% | Added |
| Cornerstone Advisors, LLC | 170,100 | $14.9M | 0.69% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 169,342 | $14.9M | 0.07% | +10,328+6.5% | Added |
| Gulf International Bank (UK) Ltd | 167,015 | $14.7M | 0.31% | −47,758−22.2% | Reduced |
| Oppenheimer & Co Inc | 164,369 | $14.4M | 0.31% | +24,156+17.2% | Added |
| Achmea Investment Management B.V. | 163,137 | $14.3M | 0.42% | +22,841+16.3% | Added |
| Rockefeller Capital Management L.P. | 159,368 | $14.0M | 0.06% | −8,524−5.1% | Reduced |
| Captrust Financial Advisors | 157,441 | $13.8M | 0.06% | −3,391−2.1% | Reduced |
| Ossiam | 156,234 | $13.7M | 0.29% | +37,265+31.3% | Added |
| Assetmark, Inc | 155,602 | $13.7M | 0.06% | +21,922+16.4% | Added |
| Mark Asset Management LP | 154,556 | $13.6M | 2.58% | −41,213−21.1% | Reduced |
| Pittenger & Anderson Inc | 154,019 | $13.5M | 0.70% | −2,815−1.8% | Reduced |
| Czech National Bank | 153,913 | $13.5M | 0.33% | −394−0.3% | Reduced |
| MML Investors Services, LLC | 152,800 | $13.4M | 0.09% | −1,685−1.1% | Reduced |
| Xponance, Inc. | 152,648 | $13.4M | 0.20% | −18,852−11.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 151,894 | $13.3M | 0.02% | +36,594+31.7% | Added |
| Bessemer Group Inc | 148,909 | $13.1M | 0.03% | +2,747+1.9% | Added |
| Creative Planning | 147,235 | $12.9M | 0.02% | +11,331+8.3% | Added |
| Wade G W & Inc | 147,171 | $12.9M | 0.50% | −169−0.1% | Reduced |
| Grand Jean Capital Management Inc | 144,382 | $12.7M | 4.88% | +1,216+0.8% | Added |
| Wealthfront Advisers LLC | 142,773 | $12.5M | 0.06% | +16,511+13.1% | Added |
| Cullinan Associates Inc | 140,568 | $12.3M | 0.72% | +6,558+4.9% | Added |
| Appleton Partners Inc | 140,299 | $12.3M | 1.10% | +35,209+33.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 139,815 | $12.3M | 0.43% | −3,251−2.3% | Reduced |