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 |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | 1,053,100 | $89.9M | 1.45% | −8,631−0.8% | Reduced |
| Standard Life Aberdeen plc | 1,057,100 | $90.3M | 0.21% | +75,379+7.7% | Added |
| Arrowstreet Capital, Limited Partnership | 1,065,180 | $91.0M | 0.11% | +709,986+199.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,071,902 | $91.5M | 0.19% | +77,155+7.8% | Added |
| Victory Capital Management Inc | 1,078,298 | $92.1M | 0.10% | −113,005−9.5% | Reduced |
| Eagle Capital Management LLC | 1,087,450 | $92.9M | 0.42% | −4,351,347−80.0% | Reduced |
| Korea Investment CORP | 1,129,524 | $96.5M | 0.27% | −50,801−4.3% | Reduced |
| Natixis Advisors, L.P. | 1,158,538 | $98.9M | 0.31% | −88,066−7.1% | Reduced |
| Qube Research & Technologies Ltd | 1,180,651 | $100.8M | 0.39% | +307,152+35.2% | Added |
| Great West Life Assurance Co | 1,182,761 | $101.4M | 0.24% | −70,041−5.6% | Reduced |
| Stifel Financial Corp | 1,289,892 | $110.2M | 0.15% | −2,356−0.2% | Reduced |
| Evercore Wealth Management, LLC | 1,294,535 | $110.6M | 2.03% | +7,574+0.6% | Added |
| Adage Capital Partners GP, L.L.C. | 1,298,034 | $110.9M | 0.24% | +19,700+1.5% | Added |
| State Board of Administration of Florida Retirement System | 1,334,370 | $114.0M | 0.25% | −86,785−6.1% | Reduced |
| Prudential Financial Inc | 1,343,714 | $114.8M | 0.17% | −463,608−25.7% | Reduced |
| New York State Teachers Retirement System | 1,438,418 | $122.8M | 0.28% | −73,840−4.9% | Reduced |
| Envestnet Asset Management Inc | 1,451,654 | $124.0M | 0.05% | +15,128+1.1% | Added |
| Ensign Peak Advisors, Inc | 1,520,240 | $129.8M | 0.26% | −427,680−22.0% | Reduced |
| Raymond James & Associates | 1,566,135 | $133.7M | 0.11% | +143,959+10.1% | Added |
| Neuberger Berman Group LLC | 1,574,661 | $134.5M | 0.12% | −506,163−24.3% | Reduced |
| American Century Companies Inc | 1,582,565 | $135.2M | 0.10% | −89,579−5.4% | Reduced |
| Macquarie Group Ltd | 1,681,280 | $143.6M | 0.16% | −475,040−22.0% | Reduced |
| Toronto Dominion Bank | 1,717,426 | $146.6M | 0.22% | −44,237−2.5% | Reduced |
| Fifth Third Bancorp | 1,797,921 | $153.5M | 0.68% | −53,929−2.9% | Reduced |
| Focused Investors LLC | 1,832,250 | $156.5M | 5.25% | −10,250−0.6% | Reduced |
| Fayez Sarofim & Co | 1,857,650 | $158.6M | 0.56% | −1,203,156−39.3% | Reduced |
| Susquehanna International Group, LLP | 1,910,426 | $163.2M | 0.26% | +626,920+48.8% | Added |
| National Pension Service | 1,945,371 | $165.8M | 0.27% | −7300.0% | Reduced |
| First Trust Advisors LP | 1,984,796 | $169.5M | 0.19% | −11,565−0.6% | Reduced |
| CI Private Wealth, LLC | 2,047,203 | $174.8M | 0.40% | +1,008,791+97.1% | Added |
| California State Teachers Retirement System | 2,064,371 | $176.3M | 0.25% | −74,749−3.5% | Reduced |
| Citigroup Inc | 2,095,463 | $179.0M | 0.23% | −169,994−7.5% | Reduced |
| FIL Ltd | 2,185,322 | $186.6M | 0.21% | −362,073−14.2% | Reduced |
| New York State Common Retirement Fund | 2,227,356 | $190.2M | 0.24% | −81,340−3.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,257,185 | $192.8M | 0.16% | −156,461−6.5% | Reduced |
| Jane Street Group, LLC | 2,411,139 | $205.9M | 0.28% | +1,797,039+292.6% | Added |
| Nordea Investment Management AB | 2,420,298 | $208.3M | 0.28% | −258,305−9.6% | Reduced |
| LSV Asset Management | 2,565,027 | $219.1M | 0.48% | −354,156−12.1% | Reduced |
| Rhumbline Advisers | 2,565,758 | $219.1M | 0.25% | +19,623+0.8% | Added |
| Primecap Management Co | 2,619,243 | $223.7M | 0.19% | −101,110−3.7% | Reduced |
| California Public Employees Retirement System | 2,622,229 | $223.9M | 0.19% | +133,002+5.3% | Added |
| TD Asset Management Inc | 2,787,196 | $238.0M | 0.27% | −887,496−24.2% | Reduced |
| Credit Suisse AG | 2,914,361 | $248.9M | 0.25% | −52,821−1.8% | Reduced |
| Cullen Capital Management LLC | 2,954,606 | $252.3M | 2.26% | +35,706+1.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,060,039 | $261.3M | 0.20% | −490,248−13.8% | Reduced |
| Lord, Abbett & Co. LLC | 3,123,139 | $266.7M | 0.92% | −41,540−1.3% | Reduced |
| Alliancebernstein L.P. | 3,211,360 | $274.3M | 0.11% | −15,762−0.5% | Reduced |
| HSBC Holdings PLC | 3,260,243 | $279.0M | 0.30% | +272,548+9.1% | Added |
| Deutsche Bank AG | 3,279,265 | $280.0M | 0.15% | −40,536−1.2% | Reduced |
| Canada Pension Plan Investment Board | 3,316,596 | $283.2M | 0.43% | +151,500+4.8% | Added |
| Schroder Investment Management Group | 3,363,735 | $287.3M | 0.41% | +208,026+6.6% | Added |
| Barclays PLC | 3,606,559 | $308.0M | 0.20% | +1,163,561+47.6% | Added |
| Amundi | 3,755,314 | $323.4M | 0.16% | −1,391,695−27.0% | Reduced |
| Wells Fargo & Company | 4,827,828 | $412.3M | 0.12% | −137,992−2.8% | Reduced |
| Principal Financial Group Inc | 5,290,426 | $451.8M | 0.31% | −43,745−0.8% | Reduced |
| Morgan Stanley | 5,748,982 | $491.0M | 0.05% | −641,711−10.0% | Reduced |
| Invesco Ltd. | 5,905,605 | $504.3M | 0.13% | −1,023,619−14.8% | Reduced |
| UBS Asset Management Americas Inc | 5,930,818 | $520.7M | 0.25% | 00.0% | Unchanged |
| Bank of Montreal | 6,413,293 | $566.6M | 0.35% | −20,613−0.3% | Reduced |
| UBS Group AG | 7,173,899 | $612.7M | 0.27% | +829,658+13.1% | Added |
| Janus Henderson Group PLC | 7,334,905 | $626.4M | 0.39% | −187,395−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 7,598,269 | $648.9M | 0.36% | −795,791−9.5% | Reduced |
| Nuveen Asset Management, LLC | 7,844,936 | $670.0M | 0.23% | −1,960,033−20.0% | Reduced |
| Charles Schwab Investment Management Inc | 8,457,399 | $716.6M | 0.20% | +16,837+0.2% | Added |
| Legal & General Group Plc | 8,838,573 | $754.8M | 0.25% | +150,747+1.7% | Added |
| Dimensional Fund Advisors LP | 9,753,119 | $832.9M | 0.27% | −194,357−2.0% | Reduced |
| Norges Bank | 10,520,435 | $898.4M | 0.18% | +74,549+0.7% | Added |
| Goldman Sachs Group Inc | 11,129,252 | $950.4M | 0.24% | +1,548,036+16.2% | Added |
| Franklin Resources Inc | 11,187,375 | $955.4M | 0.45% | −416,697−3.6% | Reduced |
| Bank of New York Mellon Corp | 12,743,740 | $1.09B | 0.23% | −1,888,276−12.9% | Reduced |
| Northern Trust Corp | 12,830,056 | $1.10B | 0.21% | −562,871−4.2% | Reduced |
| Royal Bank of Canada | 15,874,678 | $1.36B | 0.38% | +915,163+6.1% | Added |
| Ameriprise Financial Inc | 17,911,379 | $1.53B | 0.48% | +1,561,282+9.5% | Added |
| FMR LLC | 19,375,875 | $1.65B | 0.14% | −7,637,949−28.3% | Reduced |
| Fisher Asset Management, LLC | 19,915,928 | $1.70B | 0.94% | +592,284+3.1% | Added |
| Massachusetts Financial Services Co | 20,319,874 | $1.74B | 0.57% | −278,091−1.4% | Reduced |
| Capital World Investors | 22,984,469 | $1.96B | 0.38% | −858,492−3.6% | Reduced |
| Price T Rowe Associates Inc | 23,198,536 | $1.98B | 0.28% | +139,446+0.6% | Added |
| Geode Capital Management, LLC | 23,626,016 | $2.01B | 0.24% | +422,710+1.8% | Added |
| Bank of America Corp | 23,674,969 | $2.02B | 0.24% | +1,180,790+5.2% | Added |
| Capital International Investors | 24,463,443 | $2.09B | 0.50% | +1,341,559+5.8% | Added |
| Capital Research Global Investors | 28,073,015 | $2.40B | 0.64% | +1,908,648+7.3% | Added |
| Wellington Management Group LLP | 36,263,266 | $3.10B | 0.59% | −10,644,075−22.7% | Reduced |
| JPMorgan Chase & Co | 49,811,379 | $4.25B | 0.49% | +1,526,046+3.2% | Added |
| BlackRock Inc. | 90,635,593 | $7.74B | 0.21% | +3,561,502+4.1% | Added |
| Vanguard Group Inc | 110,854,106 | $9.47B | 0.22% | −1,482,911−1.3% | Reduced |
| State Street Corp | 114,524,518 | $9.78B | 0.51% | −1,310,309−1.1% | Reduced |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $32.2B | 100.00% | 00.0% | Unchanged |
| Quilter Plc | 8,055 | – | – | +965+13.6% | Added |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −2,450,861−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −302,212−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −123,691−100.0% | Sold out |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −110,310−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −98,757−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −78,131−100.0% | Sold out |
| MainStreet Investment Advisors LLC | 0 | $0 | 0.00% | −49,449−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −45,628−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −43,994−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −32,900−100.0% | Sold out |
| Ascent Wealth Partners, LLC | 0 | $0 | 0.00% | −22,363−100.0% | Sold out |