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 $281.9B 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, Q2 2023
Institutional positions in Morgan Stanley as of Jun 30, 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
- 1,689
- +25 vs. Q1 2023
- Shares held
- 1.39B
- −41.4M (−2.9%) vs. Q1 2023
- Total value
- $118.7B
- −$5.29B (−4.3%) vs. Q1 2023
- New holders
- 125
- 644 more added
- Sold out
- 100
- 672 more reduced
10 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | $281.9B |
| Q1 2026 | 2,514 | $218.2B |
| Q4 2025 | 2,533 | $240.8B |
| Q3 2025 | 2,266 | $217.9B |
| Q2 2025 | 2,209 | $192.0B |
| Q1 2025 | 2,104 | $159.9B |
| Q4 2024 | 2,118 | $171.1B |
| Q3 2024 | 1,875 | $145.4B |
| Q2 2024 | 1,829 | $136.2B |
| Q1 2024 | 1,799 | $133.9B |
| Q4 2023 | 1,761 | $134.7B |
| Q3 2023 | 1,671 | $113.1B |
| Q2 2023 | 1,689 | $119.2B |
| Q1 2023 | 1,674 | $127.0B |
| Q4 2022 | 1,682 | $120.9B |
| Q3 2022 | 1,586 | $113.4B |
| Q2 2022 | 1,607 | $109.7B |
| Q1 2022 | 1,673 | $129.1B |
| Q4 2021 | 1,716 | $147.6B |
| Q3 2021 | 1,592 | $148.8B |
| Q2 2021 | 1,550 | $144.0B |
| Q1 2021 | 1,516 | $123.9B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $32.2B | 100.00% | 00.0% | Unchanged |
| State Street Corp | 114,524,518 | $9.78B | 0.51% | −1,310,309−1.1% | Reduced |
| Vanguard Group Inc | 110,854,106 | $9.47B | 0.22% | −1,482,911−1.3% | Reduced |
| BlackRock Inc. | 90,635,593 | $7.74B | 0.21% | +3,561,502+4.1% | Added |
| JPMorgan Chase & Co | 49,811,379 | $4.25B | 0.49% | +1,526,046+3.2% | Added |
| Wellington Management Group LLP | 36,263,266 | $3.10B | 0.59% | −10,644,075−22.7% | Reduced |
| Capital Research Global Investors | 28,073,015 | $2.40B | 0.64% | +1,908,648+7.3% | Added |
| Capital International Investors | 24,463,443 | $2.09B | 0.50% | +1,341,559+5.8% | Added |
| Bank of America Corp | 23,674,969 | $2.02B | 0.24% | +1,180,790+5.2% | Added |
| Geode Capital Management, LLC | 23,626,016 | $2.01B | 0.24% | +422,710+1.8% | Added |
| Price T Rowe Associates Inc | 23,198,536 | $1.98B | 0.28% | +139,446+0.6% | Added |
| Capital World Investors | 22,984,469 | $1.96B | 0.38% | −858,492−3.6% | Reduced |
| Massachusetts Financial Services Co | 20,319,874 | $1.74B | 0.57% | −278,091−1.4% | Reduced |
| Fisher Asset Management, LLC | 19,915,928 | $1.70B | 0.94% | +592,284+3.1% | Added |
| FMR LLC | 19,375,875 | $1.65B | 0.14% | −7,637,949−28.3% | Reduced |
| Ameriprise Financial Inc | 17,911,379 | $1.53B | 0.48% | +1,561,282+9.5% | Added |
| Royal Bank of Canada | 15,874,678 | $1.36B | 0.38% | +915,163+6.1% | Added |
| Northern Trust Corp | 12,830,056 | $1.10B | 0.21% | −562,871−4.2% | Reduced |
| Bank of New York Mellon Corp | 12,743,740 | $1.09B | 0.23% | −1,888,276−12.9% | Reduced |
| Franklin Resources Inc | 11,187,375 | $955.4M | 0.45% | −416,697−3.6% | Reduced |
| Goldman Sachs Group Inc | 11,129,252 | $950.4M | 0.24% | +1,548,036+16.2% | Added |
| Norges Bank | 10,520,435 | $898.4M | 0.18% | +74,549+0.7% | Added |
| Dimensional Fund Advisors LP | 9,753,119 | $832.9M | 0.27% | −194,357−2.0% | Reduced |
| Legal & General Group Plc | 8,838,573 | $754.8M | 0.25% | +150,747+1.7% | Added |
| Charles Schwab Investment Management Inc | 8,457,399 | $716.6M | 0.20% | +16,837+0.2% | Added |
| Nuveen Asset Management, LLC | 7,844,936 | $670.0M | 0.23% | −1,960,033−20.0% | Reduced |
| Manufacturers Life Insurance Company, The | 7,598,269 | $648.9M | 0.36% | −795,791−9.5% | Reduced |
| Janus Henderson Group PLC | 7,334,905 | $626.4M | 0.39% | −187,395−2.5% | Reduced |
| UBS Group AG | 7,173,899 | $612.7M | 0.27% | +829,658+13.1% | Added |
| Bank of Montreal | 6,413,293 | $566.6M | 0.21% | −20,613−0.3% | Reduced |
| UBS Asset Management Americas Inc | 5,930,818 | $520.7M | 0.25% | 00.0% | Unchanged |
| Invesco Ltd. | 5,905,605 | $504.3M | 0.13% | −1,023,619−14.8% | Reduced |
| Morgan Stanley | 5,748,982 | $491.0M | 0.05% | −641,711−10.0% | Reduced |
| Principal Financial Group Inc | 5,290,426 | $451.8M | 0.31% | −43,745−0.8% | Reduced |
| Wells Fargo & Company | 4,827,828 | $412.3M | 0.12% | −137,992−2.8% | Reduced |
| Amundi | 3,755,314 | $323.4M | 0.16% | −1,391,695−27.0% | Reduced |
| Barclays PLC | 3,606,559 | $308.0M | 0.20% | +1,163,561+47.6% | Added |
| Schroder Investment Management Group | 3,363,735 | $287.3M | 0.41% | +208,026+6.6% | Added |
| Canada Pension Plan Investment Board | 3,316,596 | $283.2M | 0.43% | +151,500+4.8% | Added |
| Deutsche Bank AG | 3,279,265 | $280.0M | 0.15% | −40,536−1.2% | Reduced |
| HSBC Holdings PLC | 3,260,243 | $279.0M | 0.30% | +272,548+9.1% | Added |
| Alliancebernstein L.P. | 3,211,360 | $274.3M | 0.11% | −15,762−0.5% | Reduced |
| Lord, Abbett & Co. LLC | 3,123,139 | $266.7M | 0.92% | −41,540−1.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,060,039 | $261.3M | 0.20% | −490,248−13.8% | Reduced |
| Cullen Capital Management LLC | 2,954,606 | $252.3M | 2.25% | +35,706+1.2% | Added |
| Credit Suisse AG | 2,914,361 | $248.9M | 0.25% | −52,821−1.8% | Reduced |
| TD Asset Management Inc | 2,787,196 | $238.0M | 0.27% | −887,496−24.2% | Reduced |
| California Public Employees Retirement System | 2,622,229 | $223.9M | 0.19% | +133,002+5.3% | Added |
| Primecap Management Co | 2,619,243 | $223.7M | 0.19% | −101,110−3.7% | Reduced |
| Rhumbline Advisers | 2,565,758 | $219.1M | 0.25% | +19,623+0.8% | Added |
| LSV Asset Management | 2,565,027 | $219.1M | 0.48% | −354,156−12.1% | Reduced |
| Nordea Investment Management AB | 2,420,298 | $208.3M | 0.28% | −258,305−9.6% | Reduced |
| Jane Street Group, LLC | 2,411,139 | $205.9M | 0.28% | +1,797,039+292.6% | Added |
| The PNC Financial Services Group, Inc. | 2,257,185 | $192.8M | 0.16% | −156,461−6.5% | Reduced |
| New York State Common Retirement Fund | 2,227,356 | $190.2M | 0.24% | −81,340−3.5% | Reduced |
| FIL Ltd | 2,185,322 | $186.6M | 0.21% | −362,073−14.2% | Reduced |
| Citigroup Inc | 2,095,463 | $179.0M | 0.23% | −169,994−7.5% | Reduced |
| California State Teachers Retirement System | 2,064,371 | $176.3M | 0.25% | −74,749−3.5% | Reduced |
| CI Private Wealth, LLC | 2,047,203 | $174.8M | 0.40% | +1,008,791+97.1% | Added |
| First Trust Advisors LP | 1,984,796 | $169.5M | 0.19% | −11,565−0.6% | Reduced |
| National Pension Service | 1,945,371 | $165.8M | 0.27% | −7300.0% | Reduced |
| Susquehanna International Group, LLP | 1,910,426 | $163.2M | 0.26% | +626,920+48.8% | Added |
| Fayez Sarofim & Co | 1,857,650 | $158.6M | 0.56% | −1,203,156−39.3% | Reduced |
| Focused Investors LLC | 1,832,250 | $156.5M | 5.25% | −10,250−0.6% | Reduced |
| Fifth Third Bancorp | 1,797,921 | $153.5M | 0.68% | −53,929−2.9% | Reduced |
| Toronto Dominion Bank | 1,717,426 | $146.6M | 0.22% | −44,237−2.5% | Reduced |
| Macquarie Group Ltd | 1,681,280 | $143.6M | 0.16% | −475,040−22.0% | Reduced |
| American Century Companies Inc | 1,582,565 | $135.2M | 0.10% | −89,579−5.4% | Reduced |
| Neuberger Berman Group LLC | 1,574,661 | $134.5M | 0.12% | −506,163−24.3% | Reduced |
| Raymond James & Associates | 1,566,135 | $133.7M | 0.11% | +143,959+10.1% | Added |
| Ensign Peak Advisors, Inc | 1,520,240 | $129.8M | 0.26% | −427,680−22.0% | Reduced |
| Envestnet Asset Management Inc | 1,451,654 | $124.0M | 0.05% | +15,128+1.1% | Added |
| New York State Teachers Retirement System | 1,438,418 | $122.8M | 0.28% | −73,840−4.9% | Reduced |
| Prudential Financial Inc | 1,343,714 | $114.8M | 0.17% | −463,608−25.7% | Reduced |
| State Board of Administration of Florida Retirement System | 1,334,370 | $114.0M | 0.25% | −86,785−6.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,298,034 | $110.9M | 0.24% | +19,700+1.5% | Added |
| Evercore Wealth Management, LLC | 1,294,535 | $110.6M | 2.03% | +7,574+0.6% | Added |
| Stifel Financial Corp | 1,289,892 | $110.2M | 0.15% | −2,356−0.2% | Reduced |
| Great West Life Assurance Co | 1,182,761 | $101.4M | 0.24% | −70,041−5.6% | Reduced |
| Qube Research & Technologies Ltd | 1,180,651 | $100.8M | 0.39% | +307,152+35.2% | Added |
| Natixis Advisors, L.P. | 1,158,538 | $98.9M | 0.31% | −88,066−7.1% | Reduced |
| Korea Investment CORP | 1,129,524 | $96.5M | 0.27% | −50,801−4.3% | Reduced |
| Eagle Capital Management LLC | 1,087,450 | $92.9M | 0.42% | −4,351,347−80.0% | Reduced |
| Victory Capital Management Inc | 1,078,298 | $92.1M | 0.10% | −113,005−9.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,071,902 | $91.5M | 0.19% | +77,155+7.8% | Added |
| Arrowstreet Capital, Limited Partnership | 1,065,180 | $91.0M | 0.11% | +709,986+199.9% | Added |
| Standard Life Aberdeen plc | 1,057,100 | $90.3M | 0.21% | +75,379+7.7% | Added |
| Douglas Lane & Associates, LLC | 1,053,100 | $89.9M | 1.45% | −8,631−0.8% | Reduced |
| Truist Financial Corp | 1,038,932 | $88.7M | 0.15% | −11,266−1.1% | Reduced |
| Russell Investments Group, Ltd. | 1,034,077 | $88.3M | 0.17% | +65,801+6.8% | Added |
| Artisan Partners Limited Partnership | 1,033,066 | $88.2M | 0.14% | +16,600+1.6% | Added |
| Intech Investment Management LLC | 1,027,284 | $87.7M | 0.90% | +63,480+6.6% | Added |
| Commerce Bank | 1,021,634 | $87.2M | 0.65% | −65,131−6.0% | Reduced |
| Eminence Capital, LP | 1,014,566 | $86.6M | 1.56% | −106,885−9.5% | Reduced |
| Swedbank AB | 991,876 | $84.7M | 0.15% | +30,464+3.2% | Added |
| Retirement Systems of Alabama | 971,570 | $83.0M | 0.37% | −90,096−8.5% | Reduced |
| Brandywine Global Investment Management, LLC | 964,914 | $82.4M | 0.69% | −98,740−9.3% | Reduced |
| CIBC Private Wealth Group, LLC | 945,915 | $80.8M | 0.18% | −382,620−28.8% | Reduced |
| Voya Investment Management LLC | 924,224 | $78.9M | 0.08% | −129,318−12.3% | Reduced |
| Hamlin Capital Management, LLC | 896,935 | $76.6M | 2.57% | +896,935 | New |