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 $281.7B 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 | 2,745 | $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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 867,951 | $74.1M | 0.05% | −1,547−0.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 850,886 | $72.7M | 0.19% | −89,058−9.5% | Reduced |
| Balyasny Asset Management LLC | 848,410 | $72.5M | 0.20% | +653,496+335.3% | Added |
| BNP Paribas Arbitrage, SA | 840,431 | $71.8M | 0.14% | −216,420−20.5% | Reduced |
| State of Wisconsin Investment Board | 838,954 | $71.6M | 0.20% | −174,690−17.2% | Reduced |
| State of Tennessee, Treasury Department | 826,263 | $70.6M | 0.30% | −111,966−11.9% | Reduced |
| Aristotle Capital Management, LLC | 820,000 | $70.0M | 0.14% | 00.0% | Unchanged |
| DnB Asset Management AS | 815,047 | $69.6M | 0.40% | −8,778−1.1% | Reduced |
| RBF Capital, LLC | 880,432 | $69.5M | 4.33% | +70,000+8.6% | Added |
| Calamos Advisors LLC | 775,981 | $66.3M | 0.34% | +10,069+1.3% | Added |
| Storebrand Asset Management AS | 769,895 | $65.7M | 0.30% | +8,380+1.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 754,225 | $64.4M | 0.24% | −9,662−1.3% | Reduced |
| Pzena Investment Management LLC | 750,196 | $64.1M | 0.27% | −4,260−0.6% | Reduced |
| UniSuper Management Pty Ltd | 741,745 | $63.3M | 0.72% | +741,745 | New |
| State of New Jersey Common Pension Fund D | 741,521 | $63.3M | 0.21% | −4,888−0.7% | Reduced |
| AMF Pensionsforsakring AB | 739,109 | $63.2M | 0.58% | −40,270−5.2% | Reduced |
| HighTower Advisors, LLC | 759,117 | $63.1M | 0.12% | −127,404−14.4% | Reduced |
| Ninety One UK Ltd | 736,247 | $62.9M | 0.18% | −69,651−8.6% | Reduced |
| M&T Bank Corp | 734,737 | $62.7M | 0.23% | −4,001−0.5% | Reduced |
| Bank of Nova Scotia | 733,946 | $62.7M | 0.16% | +278,953+61.3% | Added |
| US Bancorp | 729,942 | $62.3M | 0.10% | +18,319+2.6% | Added |
| Clearbridge Investments, LLC | 718,980 | $61.4M | 0.06% | +13,499+1.9% | Added |
| Ferguson Wellman Capital Management, Inc | 713,954 | $61.0M | 1.43% | −2,501−0.3% | Reduced |
| DekaBank Deutsche Girozentrale | 712,859 | $61.0M | 0.14% | −2,525−0.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 712,616 | $60.9M | 0.14% | −7,901−1.1% | Reduced |
| CIBC World Markets Inc. | 684,125 | $58.4M | 0.20% | +3,059+0.4% | Added |
| Canoe Financial LP | 679,080 | $58.0M | 1.21% | −30,195−4.3% | Reduced |
| Thrivent Financial for Lutherans | 679,232 | $58.0M | 0.13% | −191,097−22.0% | Reduced |
| Factory Mutual Insurance Co | 670,050 | $57.2M | 0.84% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 659,419 | $56.3M | 0.23% | −63,195−8.7% | Reduced |
| Mariner, LLC | 639,721 | $54.6M | 0.15% | +324,020+102.6% | Added |
| Pictet Asset Management SA | 625,811 | $53.4M | 0.06% | +8,154+1.3% | Added |
| Umb Bank N A | 620,565 | $53.0M | 0.80% | −849−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 617,033 | $52.7M | 0.23% | +49,611+8.7% | Added |
| SEI Investments Co | 606,914 | $51.8M | 0.09% | +60,366+11.0% | Added |
| KBC Group NV | 604,788 | $51.6M | 0.21% | −324,436−34.9% | Reduced |
| Kames Capital plc | 590,626 | $50.4M | 0.82% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 572,227 | $48.9M | 3.15% | +10,281+1.8% | Added |
| Employees Retirement System of Texas | 564,000 | $48.2M | 0.66% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 559,065 | $47.7M | 1.10% | −28,105−4.8% | Reduced |
| Aviva PLC | 558,885 | $47.7M | 0.19% | +211,275+60.8% | Added |
| National Bank of Canada | 553,362 | $47.7M | 0.10% | +81,772+17.3% | Added |
| Gateway Investment Advisers LLC | 556,618 | $47.5M | 0.56% | +501+0.1% | Added |
| TCW Group Inc | 545,833 | $46.6M | 0.52% | −12,369−2.2% | Reduced |
| Royal London Asset Management Ltd | 544,986 | $46.5M | 0.15% | +97,529+21.8% | Added |
| Teachers Retirement System of the State of Kentucky | 541,786 | $46.3M | 0.45% | −71,097−11.6% | Reduced |
| Treasurer of the State of North Carolina | 529,664 | $45.2M | 0.24% | −12,225−2.3% | Reduced |
| Asset Management One Co.,Ltd. | 526,278 | $44.9M | 0.19% | −14,368−2.7% | Reduced |
| Nisa Investment Advisors, LLC | 521,084 | $44.5M | 0.33% | +6,001+1.2% | Added |
| AXA S.A. | 505,305 | $43.2M | 0.14% | −82,494−14.0% | Reduced |
| Rathbone Brothers plc | 498,648 | $42.6M | 0.40% | +47,567+10.5% | Added |
| STRS Ohio | 497,691 | $42.5M | 0.18% | −55,852−10.1% | Reduced |
| Clark Capital Management Group, Inc. | 497,670 | $42.5M | 0.38% | +13,032+2.7% | Added |
| Lazard Freres Gestion S.A.S. | 508,931 | $41.1M | 1.26% | −37,837−6.9% | Reduced |
| Epoch Investment Partners, Inc. | 473,374 | $40.4M | 0.23% | −52,336−10.0% | Reduced |
| Meitav Dash Investments Ltd | 470,400 | $40.2M | 0.33% | +160,000+51.5% | Added |
| Signature Estate & Investment Advisors LLC | 471,008 | $40.2M | 1.33% | +28,627+6.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 465,281 | $39.7M | 0.83% | +337,791+265.0% | Added |
| Pinnacle Associates Ltd | 462,559 | $39.5M | 0.69% | +23,029+5.2% | Added |
| Candriam Luxembourg S.C.A. | 460,998 | $39.4M | 0.28% | −75,273−14.0% | Reduced |
| GWM Advisors LLC | 448,052 | $38.3M | 0.43% | −3,147−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 434,331 | $37.1M | 0.08% | +30,808+7.6% | Added |
| Todd Asset Management LLC | 420,745 | $35.9M | 0.84% | −87,593−17.2% | Reduced |
| Rafferty Asset Management, LLC | 417,959 | $35.7M | 0.20% | −22,367−5.1% | Reduced |
| American International Group, Inc. | 407,960 | $34.8M | 0.21% | −349−0.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 402,238 | $34.4M | 0.45% | +47,357+13.3% | Added |
| Conning Inc. | 399,146 | $34.0M | 1.14% | +40,461+11.3% | Added |
| NFJ Investment Group, LLC | 395,753 | $33.8M | 0.90% | −10,417−2.6% | Reduced |
| Allianz Asset Management GmbH | 389,625 | $33.3M | 0.07% | −81,538−17.3% | Reduced |
| Zurich Insurance Group Ltd | 380,895 | $32.5M | 0.34% | −36,485−8.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 379,193 | $32.4M | 1.07% | +5,921+1.6% | Added |
| Fiduciary Trust Co | 377,039 | $32.2M | 0.57% | −763−0.2% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $31.5M | 2.32% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 337,537 | $31.4M | 0.31% | −43,891−11.5% | Reduced |
| Agf Management Ltd | 363,189 | $31.0M | 0.22% | +192,265+112.5% | Added |
| Oppenheimer Asset Management Inc. | 360,524 | $30.8M | 0.45% | +16,384+4.8% | Added |
| Arizona State Retirement System | 358,529 | $30.6M | 0.25% | +12,424+3.6% | Added |
| State of Michigan Retirement System | 358,226 | $30.6M | 0.19% | −600−0.2% | Reduced |
| Atalanta Sosnoff Capital, LLC | 354,403 | $30.3M | 0.82% | −248,709−41.2% | Reduced |
| Handelsbanken Fonder AB | 350,424 | $29.9M | 0.16% | +64,314+22.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 347,920 | $29.7M | 0.05% | +49,695+16.7% | Added |
| Hosking Partners LLP | 339,723 | $29.0M | 1.23% | +30,435+9.8% | Added |
| Nomura Asset Management Co Ltd | 338,914 | $28.9M | 0.13% | −32,033−8.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 335,795 | $28.7M | 1.99% | +2,720+0.8% | Added |
| Madison Asset Management, LLC | 330,596 | $28.2M | 0.41% | −23,288−6.6% | Reduced |
| Millennium Management LLC | 329,185 | $28.1M | 0.03% | +121,171+58.3% | Added |
| Janney Montgomery Scott LLC | 328,733 | $28.1M | 0.10% | +11,206+3.5% | Added |
| MetLife Investment Management | 328,661 | $28.1M | 0.20% | −6,993−2.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 327,728 | $28.0M | 1.22% | −86,250−20.8% | Reduced |
| Amalgamated Bank | 321,913 | $27.5M | 0.22% | −8,810−2.7% | Reduced |
| Vontobel Holding Ltd. | 315,910 | $27.0M | 0.24% | −17,649−5.3% | Reduced |
| Gradient Investments LLC | 312,041 | $26.6M | 0.69% | +202,573+185.1% | Added |
| Ofi Invest Asset Management | 309,552 | $26.4M | 1.05% | −19,121,642−98.4% | Reduced |
| Chilton Capital Management LLC | 309,400 | $26.4M | 1.45% | +6,392+2.1% | Added |
| Man Group plc | 307,407 | $26.3M | 0.08% | – | – |
| Texas Permanent School Fund | 304,511 | $26.0M | 0.24% | +32,749+12.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 294,786 | $25.2M | 0.05% | +13,355+4.7% | Added |
| ProShare Advisors LLC | 293,678 | $25.1M | 0.07% | +4,552+1.6% | Added |
| Mackenzie Financial Corp | 289,522 | $25.0M | 0.04% | −484,753−62.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 284,227 | $24.3M | 1.96% | +363+0.1% | Added |