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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 139,387 | $12.2M | 0.11% | −7,033−4.8% | Reduced |
| Abn Amro Investment Solutions | 138,812 | $12.2M | 0.25% | +138,812 | New |
| Crestwood Advisors Group LLC | 137,081 | $12.0M | 0.40% | −4,637−3.3% | Reduced |
| Mercer Global Advisors Inc | 135,766 | $11.9M | 0.05% | −1,305−1.0% | Reduced |
| FineMark National Bank & Trust | 135,520 | $11.9M | 0.51% | +4,659+3.6% | Added |
| Fukoku Mutual Life Insurance Co | 134,951 | $11.8M | 1.07% | −1,159−0.9% | Reduced |
| Peapack Gladstone Financial Corp | 133,142 | $11.7M | 0.22% | +390.0% | Added |
| Telos Capital Management, Inc. | 129,910 | $11.4M | 1.59% | −5,106−3.8% | Reduced |
| Edge Capital Group, LLC | 127,690 | $11.2M | 0.69% | +16,456+14.8% | Added |
| Argent Trust Co | 127,689 | $11.2M | 0.71% | +2,987+2.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 127,490 | $11.2M | 0.25% | −737−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 126,679 | $11.1M | 0.17% | +10,104+8.7% | Added |
| Ethic Inc. | 123,988 | $10.9M | 0.44% | +20,329+19.6% | Added |
| Gillson Capital LP | 123,691 | $10.9M | 0.90% | +123,691 | New |
| Shelton Capital Management | 123,303 | $10.8M | 0.45% | +106,203+621.1% | Added |
| Grassi Investment Management | 122,725 | $10.8M | 1.34% | +1,450+1.2% | Added |
| Twin Tree Management, LP | 121,312 | $10.7M | 0.30% | −93,131−43.4% | Reduced |
| Cramer Rosenthal McGlynn LLC | 118,823 | $10.4M | 0.47% | +47,480+66.6% | Added |
| Brinker Capital Investments, LLC | 118,472 | $10.4M | 0.13% | +15,867+15.5% | Added |
| Orion Portfolio Solutions, LLC | 118,472 | $10.4M | 0.13% | +102,773+654.6% | Added |
| Burney Co | 117,158 | $10.3M | 0.51% | −4,930−4.0% | Reduced |
| Fred Alger Management, LLC | 113,974 | $10.0M | 0.05% | −70,645−38.3% | Reduced |
| Flputnam Investment Management Co | 113,849 | $10.0M | 0.33% | +2,171+1.9% | Added |
| Winslow Capital Management, LLC | 113,818 | $9.99M | 0.05% | +1,112+1.0% | Added |
| Brown Advisory Inc | 113,742 | $9.99M | 0.02% | +8,569+8.1% | Added |
| British Columbia Investment Management Corp | 113,120 | $9.93M | 0.10% | −1,057−0.9% | Reduced |
| Ziegler Capital Management, LLC | 111,231 | $9.75M | 0.38% | −2,361−2.1% | Reduced |
| Capital Group Private Client Services, Inc. | 110,673 | $9.72M | 0.12% | +27,363+32.8% | Added |
| Hartford Investment Management Co | 110,582 | $9.71M | 0.33% | +14,570+15.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 110,382 | $9.69M | 0.11% | +110,382 | New |
| Marvin & Palmer Associates Inc | 110,310 | $9.69M | 4.88% | +762+0.7% | Added |
| Gradient Investments LLC | 109,468 | $9.61M | 0.26% | +23,766+27.7% | Added |
| Polar Capital Holdings Plc | 109,453 | $9.61M | 0.07% | +9,135+9.1% | Added |
| BTC Capital Management, Inc. | 109,341 | $9.59M | 1.10% | −15,536−12.4% | Reduced |
| Capital International Ltd | 109,179 | $9.59M | 0.57% | +4,941+4.7% | Added |
| Securian Asset Management, Inc | 108,002 | $9.48M | 0.25% | −374−0.3% | Reduced |
| Ieq Capital, LLC | 107,760 | $9.46M | 0.22% | +18,815+21.2% | Added |
| Panagora Asset Management Inc | 107,074 | $9.40M | 0.06% | −132,001−55.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 106,098 | $9.32M | 0.17% | +4,366+4.3% | Added |
| Castleark Management LLC | 105,960 | $9.30M | 0.46% | +86,360+440.6% | Added |
| Daiwa Securities Group Inc. | 104,297 | $9.16M | 0.06% | +6,230+6.4% | Added |
| Advisors Asset Management, Inc. | 104,279 | $9.16M | 0.19% | −6,205−5.6% | Reduced |
| Kentucky Retirement Systems | 103,301 | $9.07M | 0.33% | −1,983−1.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 103,165 | $9.06M | 0.21% | +6,192+6.4% | Added |
| Capital International Inc | 102,158 | $8.97M | 0.18% | −1,068−1.0% | Reduced |
| New Republic Capital, LLC | 102,093 | $8.96M | 6.77% | +554+0.5% | Added |
| Socorro Asset Management LP | 101,636 | $8.92M | 3.94% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 101,400 | $8.90M | 0.37% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 101,275 | $8.89M | 0.11% | −459−0.5% | Reduced |
| Elo Mutual Pension Insurance Co | 101,213 | $8.89M | 0.28% | +1,534+1.5% | Added |
| Lowe Brockenbrough & Co Inc | 99,213 | $8.71M | 0.71% | −534−0.5% | Reduced |
| Cumberland Partners Ltd | 98,757 | $8.67M | 0.85% | +39,955+67.9% | Added |
| JustInvest LLC | 98,014 | $8.60M | 0.30% | +10,511+12.0% | Added |
| Maryland State Retirement & Pension System | 97,604 | $8.57M | 0.19% | +895+0.9% | Added |
| General Pension Society PZU Joint Stock Co | 97,369 | $8.55M | 3.23% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 96,811 | $8.50M | 0.24% | +30,763+46.6% | Added |
| Credit Agricole S A | 96,438 | $8.47M | 0.36% | −13,659−12.4% | Reduced |
| Illinois Municipal Retirement Fund | 96,379 | $8.46M | 0.18% | −7,137−6.9% | Reduced |
| Chilton Investment Co LLC | 96,188 | $8.45M | 0.26% | +96,188 | New |
| Banque Cantonale Vaudoise | 96,035 | $8.43M | 0.41% | +54,300+130.1% | Added |
| Bokf, NA | 94,836 | $8.33M | 0.17% | +7,689+8.8% | Added |
| AQR Capital Management LLC | 95,352 | $8.22M | 0.02% | −33,653−26.1% | Reduced |
| Capital Analysts, LLC | 92,808 | $8.15M | 0.47% | +1,970+2.2% | Added |
| Power Corp of Canada | 96,903 | $8.14M | 0.85% | +53,172+121.6% | Added |
| Capital International Sarl | 92,280 | $8.10M | 0.41% | −39,962−30.2% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $8.08M | 0.93% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 91,353 | $8.02M | 0.20% | −13,317−12.7% | Reduced |
| Los Angeles Capital Management LLC | 91,314 | $8.02M | 0.04% | +5,523+6.4% | Added |
| Prudential PLC | 90,152 | $7.92M | 0.09% | −761−0.8% | Reduced |
| Telemus Capital, LLC | 90,071 | $7.91M | 0.70% | +98+0.1% | Added |
| Cetera Investment Advisers | 93,941 | $7.91M | 0.07% | −8,979−8.7% | Reduced |
| CWM, LLC | 89,570 | $7.86M | 0.05% | +15,054+20.2% | Added |
| Synovus Financial Corp | 88,050 | $7.73M | 0.09% | +46,831+113.6% | Added |
| Private Advisor Group, LLC | 87,073 | $7.65M | 0.07% | −4,294−4.7% | Reduced |
| Wesbanco Bank Inc | 84,989 | $7.46M | 0.32% | +139+0.2% | Added |
| Louisiana State Employees Retirement System | 84,900 | $7.45M | 0.19% | −300−0.4% | Reduced |
| Oak Harvest Investment Services | 84,612 | $7.43M | 1.71% | +3,714+4.6% | Added |
| D.A. Davidson & Co. | 84,836 | $7.42M | 0.08% | −2,836−3.2% | Reduced |
| Banco Santander, S.A. | 84,240 | $7.40M | 0.11% | −22,362−21.0% | Reduced |
| Natixis | 84,239 | $7.40M | 0.07% | −1,370,754−94.2% | Reduced |
| Hennessy Advisors Inc | 83,600 | $7.34M | 0.54% | +4,900+6.2% | Added |
| Kinneret Advisory, LLC | 82,736 | $7.26M | 0.94% | −4,445−5.1% | Reduced |
| SG Americas Securities, LLC | 81,870 | $7.19M | 0.10% | −214,061−72.3% | Reduced |
| McGuire Investment Group, LLC | 81,827 | $7.18M | 1.43% | −2,044−2.4% | Reduced |
| Pacer Advisors, Inc. | 81,803 | $7.18M | 0.03% | +52,711+181.2% | Added |
| Hourglass Capital, LLC | 81,692 | $7.17M | 2.59% | −1,990−2.4% | Reduced |
| White Pine Investment CO | 81,279 | $7.14M | 2.56% | −1,778−2.1% | Reduced |
| AE Wealth Management LLC | 81,067 | $7.12M | 0.05% | −1,572−1.9% | Reduced |
| DCM Advisors, LLC | 80,872 | $7.10M | 3.30% | −221−0.3% | Reduced |
| Burns J W & Co Inc | 80,076 | $7.03M | 1.20% | +316+0.4% | Added |
| Sit Investment Associates Inc | 79,345 | $6.97M | 0.19% | −47,445−37.4% | Reduced |
| Logan Capital Management Inc | 78,789 | $6.92M | 0.34% | +7,127+9.9% | Added |
| FORA Capital, LLC | 78,131 | $6.86M | 0.69% | +24,343+45.3% | Added |
| Norinchukin Bank, The | 76,934 | $6.75M | 0.13% | +1,613+2.1% | Added |
| Kestra Private Wealth Services, LLC | 76,802 | $6.74M | 0.27% | +426+0.6% | Added |
| Atria Investments LLC | 76,455 | $6.71M | 0.13% | +24,105+46.0% | Added |
| Twinbeech Capital LP | 76,310 | $6.70M | 0.14% | +76,310 | New |
| Howe & Rusling Inc | 76,019 | $6.67M | 0.80% | −324−0.4% | Reduced |
| Scotia Capital Inc. | 75,270 | $6.61M | 0.05% | −48,574−39.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 75,052 | $6.59M | 0.65% | +465+0.6% | Added |