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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 328,661 | $28.1M | 0.20% | −6,993−2.1% | Reduced |
| Janney Montgomery Scott LLC | 328,733 | $28.1M | 0.10% | +11,206+3.5% | Added |
| Millennium Management LLC | 329,185 | $28.1M | 0.03% | +121,171+58.3% | Added |
| Madison Asset Management, LLC | 330,596 | $28.2M | 0.41% | −23,288−6.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 335,795 | $28.7M | 1.99% | +2,720+0.8% | Added |
| Nomura Asset Management Co Ltd | 338,914 | $28.9M | 0.13% | −32,033−8.6% | Reduced |
| Hosking Partners LLP | 339,723 | $29.0M | 1.23% | +30,435+9.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 347,920 | $29.7M | 0.05% | +49,695+16.7% | Added |
| Handelsbanken Fonder AB | 350,424 | $29.9M | 0.16% | +64,314+22.5% | Added |
| Atalanta Sosnoff Capital, LLC | 354,403 | $30.3M | 0.82% | −248,709−41.2% | Reduced |
| State of Michigan Retirement System | 358,226 | $30.6M | 0.19% | −600−0.2% | Reduced |
| Arizona State Retirement System | 358,529 | $30.6M | 0.25% | +12,424+3.6% | Added |
| Oppenheimer Asset Management Inc. | 360,524 | $30.8M | 0.45% | +16,384+4.8% | Added |
| Agf Management Ltd | 363,189 | $31.0M | 0.22% | +192,265+112.5% | Added |
| TD Waterhouse Canada Inc. | 337,537 | $31.4M | 0.31% | −43,891−11.5% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $31.5M | 2.32% | 00.0% | Unchanged |
| Fiduciary Trust Co | 377,039 | $32.2M | 0.57% | −763−0.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 379,193 | $32.4M | 1.07% | +5,921+1.6% | Added |
| Zurich Insurance Group Ltd | 380,895 | $32.5M | 0.34% | −36,485−8.7% | Reduced |
| Allianz Asset Management GmbH | 389,625 | $33.3M | 0.07% | −81,538−17.3% | Reduced |
| NFJ Investment Group, LLC | 395,753 | $33.8M | 0.90% | −10,417−2.6% | Reduced |
| Conning Inc. | 399,146 | $34.0M | 1.14% | +40,461+11.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 402,238 | $34.4M | 0.45% | +47,357+13.3% | Added |
| American International Group, Inc. | 407,960 | $34.8M | 0.21% | −349−0.1% | Reduced |
| Rafferty Asset Management, LLC | 417,959 | $35.7M | 0.20% | −22,367−5.1% | Reduced |
| Todd Asset Management LLC | 420,745 | $35.9M | 0.84% | −87,593−17.2% | Reduced |
| Commonwealth Equity Services, LLC | 434,331 | $37.1M | 0.08% | +30,808+7.6% | Added |
| GWM Advisors LLC | 448,052 | $38.3M | 0.43% | −3,147−0.7% | Reduced |
| Candriam Luxembourg S.C.A. | 460,998 | $39.4M | 0.28% | −75,273−14.0% | Reduced |
| Pinnacle Associates Ltd | 462,559 | $39.5M | 0.69% | +23,029+5.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 465,281 | $39.7M | 0.83% | +337,791+265.0% | Added |
| Signature Estate & Investment Advisors LLC | 471,008 | $40.2M | 1.33% | +28,627+6.5% | Added |
| Meitav Dash Investments Ltd | 470,400 | $40.2M | 0.33% | +160,000+51.5% | Added |
| Epoch Investment Partners, Inc. | 473,374 | $40.4M | 0.23% | −52,336−10.0% | Reduced |
| Lazard Freres Gestion S.A.S. | 508,931 | $41.1M | 1.26% | −37,837−6.9% | Reduced |
| Clark Capital Management Group, Inc. | 497,670 | $42.5M | 0.38% | +13,032+2.7% | Added |
| STRS Ohio | 497,691 | $42.5M | 0.18% | −55,852−10.1% | Reduced |
| Rathbone Brothers plc | 498,648 | $42.6M | 0.40% | +47,567+10.5% | Added |
| AXA S.A. | 505,305 | $43.2M | 0.14% | −82,494−14.0% | Reduced |
| Nisa Investment Advisors, LLC | 521,084 | $44.5M | 0.33% | +6,001+1.2% | Added |
| Asset Management One Co.,Ltd. | 526,278 | $44.9M | 0.19% | −14,368−2.7% | Reduced |
| Treasurer of the State of North Carolina | 529,664 | $45.2M | 0.24% | −12,225−2.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 541,786 | $46.3M | 0.45% | −71,097−11.6% | Reduced |
| Royal London Asset Management Ltd | 544,986 | $46.5M | 0.15% | +97,529+21.8% | Added |
| TCW Group Inc | 545,833 | $46.6M | 0.52% | −12,369−2.2% | Reduced |
| Gateway Investment Advisers LLC | 556,618 | $47.5M | 0.56% | +501+0.1% | Added |
| National Bank of Canada | 553,362 | $47.7M | 0.10% | +81,772+17.3% | Added |
| Aviva PLC | 558,885 | $47.7M | 0.19% | +211,275+60.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 559,065 | $47.7M | 1.10% | −28,105−4.8% | Reduced |
| Employees Retirement System of Texas | 564,000 | $48.2M | 0.66% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 572,227 | $48.9M | 3.15% | +10,281+1.8% | Added |
| Kames Capital plc | 590,626 | $50.4M | 0.82% | 00.0% | Unchanged |
| KBC Group NV | 604,788 | $51.6M | 0.21% | −324,436−34.9% | Reduced |
| SEI Investments Co | 606,914 | $51.8M | 0.09% | +60,366+11.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 617,033 | $52.7M | 0.23% | +49,611+8.7% | Added |
| Umb Bank N A | 620,565 | $53.0M | 0.80% | −849−0.1% | Reduced |
| Pictet Asset Management SA | 625,811 | $53.4M | 0.06% | +8,154+1.3% | Added |
| Mariner, LLC | 639,721 | $54.6M | 0.15% | +324,020+102.6% | Added |
| Public Employees Retirement System of Ohio | 659,419 | $56.3M | 0.23% | −63,195−8.7% | Reduced |
| Factory Mutual Insurance Co | 670,050 | $57.2M | 0.84% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 679,232 | $58.0M | 0.13% | −191,097−22.0% | Reduced |
| Canoe Financial LP | 679,080 | $58.0M | 1.21% | −30,195−4.3% | Reduced |
| CIBC World Markets Inc. | 684,125 | $58.4M | 0.20% | +3,059+0.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 712,616 | $60.9M | 0.14% | −7,901−1.1% | Reduced |
| DekaBank Deutsche Girozentrale | 712,859 | $61.0M | 0.14% | −2,525−0.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 713,954 | $61.0M | 1.43% | −2,501−0.3% | Reduced |
| Clearbridge Investments, LLC | 718,980 | $61.4M | 0.06% | +13,499+1.9% | Added |
| US Bancorp | 729,942 | $62.3M | 0.10% | +18,319+2.6% | Added |
| Bank of Nova Scotia | 733,946 | $62.7M | 0.16% | +278,953+61.3% | Added |
| M&T Bank Corp | 734,737 | $62.7M | 0.23% | −4,001−0.5% | Reduced |
| Ninety One UK Ltd | 736,247 | $62.9M | 0.18% | −69,651−8.6% | Reduced |
| HighTower Advisors, LLC | 759,117 | $63.1M | 0.12% | −127,404−14.4% | Reduced |
| AMF Pensionsforsakring AB | 739,109 | $63.2M | 0.58% | −40,270−5.2% | Reduced |
| State of New Jersey Common Pension Fund D | 741,521 | $63.3M | 0.21% | −4,888−0.7% | Reduced |
| UniSuper Management Pty Ltd | 741,745 | $63.3M | 0.72% | +741,745 | New |
| Pzena Investment Management LLC | 750,196 | $64.1M | 0.27% | −4,260−0.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 754,225 | $64.4M | 0.24% | −9,662−1.3% | Reduced |
| Storebrand Asset Management AS | 769,895 | $65.7M | 0.30% | +8,380+1.1% | Added |
| Calamos Advisors LLC | 775,981 | $66.3M | 0.34% | +10,069+1.3% | Added |
| RBF Capital, LLC | 880,432 | $69.5M | 4.33% | +70,000+8.6% | Added |
| DnB Asset Management AS | 815,047 | $69.6M | 0.40% | −8,778−1.1% | Reduced |
| Aristotle Capital Management, LLC | 820,000 | $70.0M | 0.14% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 826,263 | $70.6M | 0.30% | −111,966−11.9% | Reduced |
| State of Wisconsin Investment Board | 838,954 | $71.6M | 0.20% | −174,690−17.2% | Reduced |
| BNP Paribas Arbitrage, SA | 840,431 | $71.8M | 0.14% | −216,420−20.5% | Reduced |
| Balyasny Asset Management LLC | 848,410 | $72.5M | 0.20% | +653,496+335.3% | Added |
| Robeco Institutional Asset Management B.V. | 850,886 | $72.7M | 0.19% | −89,058−9.5% | Reduced |
| LPL Financial LLC | 867,951 | $74.1M | 0.05% | −1,547−0.2% | Reduced |
| Hamlin Capital Management, LLC | 896,935 | $76.6M | 2.57% | +896,935 | New |
| Voya Investment Management LLC | 924,224 | $78.9M | 0.08% | −129,318−12.3% | Reduced |
| CIBC Private Wealth Group, LLC | 945,915 | $80.8M | 0.18% | −382,620−28.8% | Reduced |
| Brandywine Global Investment Management, LLC | 964,914 | $82.4M | 0.69% | −98,740−9.3% | Reduced |
| Retirement Systems of Alabama | 971,570 | $83.0M | 0.37% | −90,096−8.5% | Reduced |
| Swedbank AB | 991,876 | $84.7M | 0.15% | +30,464+3.2% | Added |
| Eminence Capital, LP | 1,014,566 | $86.6M | 1.56% | −106,885−9.5% | Reduced |
| Commerce Bank | 1,021,634 | $87.2M | 0.65% | −65,131−6.0% | Reduced |
| Intech Investment Management LLC | 1,027,284 | $87.7M | 0.90% | +63,480+6.6% | Added |
| Artisan Partners Limited Partnership | 1,033,066 | $88.2M | 0.14% | +16,600+1.6% | Added |
| Russell Investments Group, Ltd. | 1,034,077 | $88.3M | 0.17% | +65,801+6.8% | Added |
| Truist Financial Corp | 1,038,932 | $88.7M | 0.15% | −11,266−1.1% | Reduced |