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, 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 | 2,746 | $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, 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 |
|---|---|---|---|---|---|
| Czech National Bank | 154,213 | $13.2M | 0.30% | +300+0.2% | Added |
| Captrust Financial Advisors | 154,862 | $13.2M | 0.05% | −2,579−1.6% | Reduced |
| Creative Planning | 158,101 | $13.5M | 0.02% | +10,866+7.4% | Added |
| Core Alternative Capital | 159,189 | $13.6M | 1.99% | −27,147−14.6% | Reduced |
| Mercer Global Advisors Inc | 159,914 | $13.7M | 0.05% | +24,148+17.8% | Added |
| Swiss Life Asset Management Ltd | 162,335 | $13.9M | 0.21% | −90,118−35.7% | Reduced |
| Blair William & Co | 169,957 | $14.5M | 0.05% | −6,639−3.8% | Reduced |
| Cornerstone Advisors, LLC | 170,100 | $14.5M | 0.69% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 170,863 | $14.6M | 0.29% | +6,494+4.0% | Added |
| Connors Investor Services Inc | 171,273 | $14.6M | 1.66% | +97,292+131.5% | Added |
| Tredje AP-fonden | 174,590 | $14.9M | 0.21% | −278,787−61.5% | Reduced |
| Polaris Wealth Advisory Group, LLC | 176,374 | $15.1M | 1.14% | −613−0.3% | Reduced |
| Glenmede Trust Co NA | 172,080 | $15.1M | 0.09% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 178,125 | $15.2M | 0.60% | −2,001−1.1% | Reduced |
| Bridgecreek Investment Management, LLC | 178,205 | $15.2M | 2.91% | −3,975−2.2% | Reduced |
| Assetmark, Inc | 179,251 | $15.3M | 0.06% | +23,649+15.2% | Added |
| Edgar Lomax Co | 179,515 | $15.3M | 1.01% | −2,460−1.4% | Reduced |
| Guggenheim Capital LLC | 179,584 | $15.3M | 0.12% | +7,582+4.4% | Added |
| Kiwi Wealth Investments Limited Partnership | 181,556 | $15.5M | 0.96% | 00.0% | Unchanged |
| MML Investors Services, LLC | 181,871 | $15.5M | 0.09% | +29,071+19.0% | Added |
| Bridger Management, LLC | 181,914 | $15.5M | 5.15% | −62,400−25.5% | Reduced |
| Twin Tree Management, LP | 186,072 | $15.9M | 0.33% | +64,760+53.4% | Added |
| Voloridge Investment Management, LLC | 187,691 | $16.0M | 0.08% | −151,750−44.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $16.1M | 0.20% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 190,000 | $16.2M | 1.47% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 191,578 | $16.4M | 0.24% | −40,150−17.3% | Reduced |
| Baird Financial Group, Inc. | 191,878 | $16.4M | 0.04% | +2,270+1.2% | Added |
| MAI Capital Management | 194,014 | $16.6M | 0.24% | +11,225+6.1% | Added |
| Northwestern Mutual Wealth Management Co | 194,362 | $16.6M | 0.02% | +1,180+0.6% | Added |
| Abner Herrman & Brock LLC | 194,912 | $16.6M | 2.44% | −19,322−9.0% | Reduced |
| State of Alaska, Department of Revenue | 195,902 | $16.7M | 0.20% | −1,866−0.9% | Reduced |
| Hallmark Capital Management Inc | 197,811 | $16.9M | 1.52% | −1,742−0.9% | Reduced |
| Grand Jean Capital Management Inc | 197,855 | $16.9M | 5.73% | +53,473+37.0% | Added |
| Braun Stacey Associates Inc | 200,552 | $17.1M | 0.80% | −102,220−33.8% | Reduced |
| Public Employees Retirement Association of Colorado | 200,735 | $17.1M | 0.08% | −8,907−4.2% | Reduced |
| Diamond Hill Capital Management Inc | 202,252 | $17.3M | 0.08% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 202,760 | $17.3M | 2.31% | +4,600+2.3% | Added |
| Putnam Investments LLC | 202,911 | $17.3M | 0.03% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 204,285 | $17.4M | 0.21% | +1,717+0.8% | Added |
| J.P. Marvel Investment Advisors, LLC | 204,493 | $17.5M | 3.64% | −2,373−1.1% | Reduced |
| Achmea Investment Management B.V. | 205,588 | $17.6M | 0.37% | +42,451+26.0% | Added |
| LGT Group Foundation | 205,656 | $17.6M | 0.43% | +176,605+607.9% | Added |
| Utah Retirement Systems | 206,368 | $17.6M | 0.24% | −13,200−6.0% | Reduced |
| Capital Fund Management S.A. | 207,429 | $17.7M | 0.28% | +207,429 | New |
| Acadian Asset Management LLC | 209,601 | $17.9M | 0.07% | +23,286+12.5% | Added |
| Tiaa, FSB | 209,738 | $17.9M | 0.06% | −7,488−3.4% | Reduced |
| Twinbeech Capital LP | 211,150 | $18.0M | 0.36% | +134,840+176.7% | Added |
| Boston Common Asset Management, LLC | 211,356 | $18.1M | 0.39% | −61,269−22.5% | Reduced |
| Mutual of America Capital Management LLC | 213,807 | $18.3M | 0.21% | −291−0.1% | Reduced |
| Chartwell Investment Partners, LLC | 213,951 | $18.3M | 0.66% | −33,971−13.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 214,333 | $18.3M | 0.22% | −7,600−3.4% | Reduced |
| Cerity Partners LLC | 214,834 | $18.3M | 0.07% | +80,147+59.5% | Added |
| USS Investment Management Ltd | 218,541 | $18.7M | 0.22% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 221,731 | $18.9M | 0.07% | −2,162−1.0% | Reduced |
| RMB Capital Management, LLC | 224,216 | $19.1M | 0.63% | −4,725−2.1% | Reduced |
| Bailard, Inc. | 224,525 | $19.2M | 0.67% | −1,926−0.9% | Reduced |
| Earnest Partners LLC | 227,027 | $19.4M | 0.11% | +19,751+9.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 227,193 | $19.4M | 0.15% | +5,709+2.6% | Added |
| Gamco Investors, Inc. Et Al | 228,882 | $19.5M | 0.21% | −12,715−5.3% | Reduced |
| Crossmark Global Holdings, Inc. | 215,640 | $19.7M | 0.42% | −11,772−5.2% | Reduced |
| New York Life Investment Management LLC | 234,032 | $20.0M | 0.21% | −2,036−0.9% | Reduced |
| LGT Capital Partners Ltd. | 234,827 | $20.1M | 0.69% | +17,957+8.3% | Added |
| Beacon Investment Advisory Services, Inc. | 235,456 | $20.1M | 0.93% | +2,297+1.0% | Added |
| Rockefeller Capital Management L.P. | 245,309 | $20.9M | 0.08% | +85,941+53.9% | Added |
| Teacher Retirement System of Texas | 245,584 | $21.0M | 0.14% | −49,773−16.9% | Reduced |
| Maple Capital Management, Inc. | 246,731 | $21.1M | 2.30% | +5,617+2.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 247,423 | $21.1M | 0.14% | +12,029+5.1% | Added |
| Harvest Portfolios Group Inc. | 248,810 | $21.2M | 0.97% | +13,598+5.8% | Added |
| Kettle Hill Capital Management, LLC | 249,946 | $21.3M | 4.23% | +249,946 | New |
| Wealth High Governance Capital Ltda | 250,000 | $21.4M | 8.95% | +250,000 | New |
| IFM Investors Pty Ltd | 250,719 | $21.4M | 0.28% | +8,694+3.6% | Added |
| Camden Capital, LLC | 251,870 | $21.5M | 2.45% | +790.0% | Added |
| Heritage Investors Management Corp | 255,606 | $21.8M | 0.87% | +3,546+1.4% | Added |
| D. E. Shaw & Co., Inc. | 256,283 | $21.9M | 0.03% | +9,823+4.0% | Added |
| Gabelli Funds LLC | 258,426 | $22.1M | 0.17% | −2,219−0.9% | Reduced |
| Forsta Ap-Fonden | 260,263 | $22.2M | 0.24% | −8,200−3.1% | Reduced |
| Adams Diversified Equity Fund, Inc. | 261,869 | $22.4M | 0.93% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 265,157 | $22.6M | 2.57% | +1,254+0.5% | Added |
| Argent Capital Management LLC | 265,335 | $22.7M | 0.73% | −4,656−1.7% | Reduced |
| CIBC World Markets Corp | 265,679 | $22.7M | 0.18% | −5,945−2.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 266,500 | $22.8M | 0.06% | −143,600−35.0% | Reduced |
| Matrix Asset Advisors Inc | 270,714 | $23.1M | 3.19% | +7,386+2.8% | Added |
| Bollard Group LLC | 273,868 | $23.4M | 0.80% | +1,995+0.7% | Added |
| Advisor Group Holdings, Inc. | 274,520 | $23.4M | 0.04% | −13,335−4.6% | Reduced |
| Fullerton Fund Management Co Ltd. | 274,842 | $23.5M | 1.64% | +274,842 | New |
| Keybank National Association | 277,203 | $23.7M | 0.11% | −4,503−1.6% | Reduced |
| Public Sector Pension Investment Board | 280,353 | $23.9M | 0.17% | −19,002−6.3% | Reduced |
| Citadel Advisors LLC | 282,706 | $24.1M | 0.03% | +271,367+2,393.2% | Added |
| Moody Lynn & Lieberson, LLC | 284,227 | $24.3M | 1.96% | +363+0.1% | Added |
| Mackenzie Financial Corp | 289,522 | $25.0M | 0.04% | −484,753−62.6% | Reduced |
| ProShare Advisors LLC | 293,678 | $25.1M | 0.07% | +4,552+1.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 294,786 | $25.2M | 0.05% | +13,355+4.7% | Added |
| Texas Permanent School Fund | 304,511 | $26.0M | 0.24% | +32,749+12.1% | Added |
| Man Group plc | 307,407 | $26.3M | 0.08% | – | – |
| Chilton Capital Management LLC | 309,400 | $26.4M | 1.45% | +6,392+2.1% | Added |
| Ofi Invest Asset Management | 309,552 | $26.4M | 1.05% | −19,121,642−98.4% | Reduced |
| Gradient Investments LLC | 312,041 | $26.6M | 0.69% | +202,573+185.1% | Added |
| Vontobel Holding Ltd. | 315,910 | $27.0M | 0.24% | −17,649−5.3% | Reduced |
| Amalgamated Bank | 321,913 | $27.5M | 0.22% | −8,810−2.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 327,728 | $28.0M | 1.22% | −86,250−20.8% | Reduced |