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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 282,706 | $24.1M | 0.03% | +271,367+2,393.2% | Added |
| Public Sector Pension Investment Board | 280,353 | $23.9M | 0.17% | −19,002−6.3% | Reduced |
| Keybank National Association | 277,203 | $23.7M | 0.11% | −4,503−1.6% | Reduced |
| Fullerton Fund Management Co Ltd. | 274,842 | $23.5M | 1.64% | +274,842 | New |
| Advisor Group Holdings, Inc. | 274,520 | $23.4M | 0.04% | −13,335−4.6% | Reduced |
| Bollard Group LLC | 273,868 | $23.4M | 0.80% | +1,995+0.7% | Added |
| Matrix Asset Advisors Inc | 270,714 | $23.1M | 3.19% | +7,386+2.8% | Added |
| Caisse de Depot Et Placement du Quebec | 266,500 | $22.8M | 0.06% | −143,600−35.0% | Reduced |
| CIBC World Markets Corp | 265,679 | $22.7M | 0.18% | −5,945−2.2% | Reduced |
| Argent Capital Management LLC | 265,335 | $22.7M | 0.73% | −4,656−1.7% | Reduced |
| Blue Chip Partners, Inc. | 265,157 | $22.6M | 2.57% | +1,254+0.5% | Added |
| Adams Diversified Equity Fund, Inc. | 261,869 | $22.4M | 0.93% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 260,263 | $22.2M | 0.24% | −8,200−3.1% | Reduced |
| Gabelli Funds LLC | 258,426 | $22.1M | 0.17% | −2,219−0.9% | Reduced |
| D. E. Shaw & Co., Inc. | 256,283 | $21.9M | 0.03% | +9,823+4.0% | Added |
| Heritage Investors Management Corp | 255,606 | $21.8M | 0.87% | +3,546+1.4% | Added |
| Camden Capital, LLC | 251,870 | $21.5M | 2.45% | +790.0% | Added |
| IFM Investors Pty Ltd | 250,719 | $21.4M | 0.28% | +8,694+3.6% | Added |
| Wealth High Governance Capital Ltda | 250,000 | $21.4M | 8.95% | +250,000 | New |
| Kettle Hill Capital Management, LLC | 249,946 | $21.3M | 4.23% | +249,946 | New |
| Harvest Portfolios Group Inc. | 248,810 | $21.2M | 0.97% | +13,598+5.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 247,423 | $21.1M | 0.14% | +12,029+5.1% | Added |
| Maple Capital Management, Inc. | 246,731 | $21.1M | 2.30% | +5,617+2.3% | Added |
| Teacher Retirement System of Texas | 245,584 | $21.0M | 0.14% | −49,773−16.9% | Reduced |
| Rockefeller Capital Management L.P. | 245,309 | $20.9M | 0.08% | +85,941+53.9% | Added |
| Beacon Investment Advisory Services, Inc. | 235,456 | $20.1M | 0.93% | +2,297+1.0% | Added |
| LGT Capital Partners Ltd. | 234,827 | $20.1M | 0.69% | +17,957+8.3% | Added |
| New York Life Investment Management LLC | 234,032 | $20.0M | 0.21% | −2,036−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 215,640 | $19.7M | 0.42% | −11,772−5.2% | Reduced |
| Gamco Investors, Inc. Et Al | 228,882 | $19.5M | 0.21% | −12,715−5.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 227,193 | $19.4M | 0.15% | +5,709+2.6% | Added |
| Earnest Partners LLC | 227,027 | $19.4M | 0.11% | +19,751+9.5% | Added |
| Bailard, Inc. | 224,525 | $19.2M | 0.67% | −1,926−0.9% | Reduced |
| RMB Capital Management, LLC | 224,216 | $19.1M | 0.63% | −4,725−2.1% | Reduced |
| CIBC Asset Management Inc | 221,731 | $18.9M | 0.07% | −2,162−1.0% | Reduced |
| USS Investment Management Ltd | 218,541 | $18.7M | 0.22% | 00.0% | Unchanged |
| Cerity Partners LLC | 214,834 | $18.3M | 0.07% | +80,147+59.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 214,333 | $18.3M | 0.22% | −7,600−3.4% | Reduced |
| Chartwell Investment Partners, LLC | 213,951 | $18.3M | 0.66% | −33,971−13.7% | Reduced |
| Mutual of America Capital Management LLC | 213,807 | $18.3M | 0.21% | −291−0.1% | Reduced |
| Boston Common Asset Management, LLC | 211,356 | $18.1M | 0.39% | −61,269−22.5% | Reduced |
| Twinbeech Capital LP | 211,150 | $18.0M | 0.36% | +134,840+176.7% | Added |
| Tiaa, FSB | 209,738 | $17.9M | 0.06% | −7,488−3.4% | Reduced |
| Acadian Asset Management LLC | 209,601 | $17.9M | 0.07% | +23,286+12.5% | Added |
| Capital Fund Management S.A. | 207,429 | $17.7M | 0.28% | +207,429 | New |
| Utah Retirement Systems | 206,368 | $17.6M | 0.24% | −13,200−6.0% | Reduced |
| LGT Group Foundation | 205,656 | $17.6M | 0.43% | +176,605+607.9% | Added |
| Achmea Investment Management B.V. | 205,588 | $17.6M | 0.37% | +42,451+26.0% | Added |
| J.P. Marvel Investment Advisors, LLC | 204,493 | $17.5M | 3.64% | −2,373−1.1% | Reduced |
| Yousif Capital Management, LLC | 204,285 | $17.4M | 0.21% | +1,717+0.8% | Added |
| Putnam Investments LLC | 202,911 | $17.3M | 0.03% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 202,760 | $17.3M | 2.31% | +4,600+2.3% | Added |
| Diamond Hill Capital Management Inc | 202,252 | $17.3M | 0.08% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 200,735 | $17.1M | 0.08% | −8,907−4.2% | Reduced |
| Braun Stacey Associates Inc | 200,552 | $17.1M | 0.80% | −102,220−33.8% | Reduced |
| Grand Jean Capital Management Inc | 197,855 | $16.9M | 5.73% | +53,473+37.0% | Added |
| Hallmark Capital Management Inc | 197,811 | $16.9M | 1.52% | −1,742−0.9% | Reduced |
| State of Alaska, Department of Revenue | 195,902 | $16.7M | 0.20% | −1,866−0.9% | Reduced |
| Abner Herrman & Brock LLC | 194,912 | $16.6M | 2.44% | −19,322−9.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 194,362 | $16.6M | 0.02% | +1,180+0.6% | Added |
| MAI Capital Management | 194,014 | $16.6M | 0.24% | +11,225+6.1% | Added |
| Baird Financial Group, Inc. | 191,878 | $16.4M | 0.04% | +2,270+1.2% | Added |
| O'Shaughnessy Asset Management, LLC | 191,578 | $16.4M | 0.24% | −40,150−17.3% | Reduced |
| Pacific Heights Asset Management LLC | 190,000 | $16.2M | 1.47% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $16.1M | 0.20% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 187,691 | $16.0M | 0.08% | −151,750−44.7% | Reduced |
| Twin Tree Management, LP | 186,072 | $15.9M | 0.33% | +64,760+53.4% | Added |
| Bridger Management, LLC | 181,914 | $15.5M | 5.15% | −62,400−25.5% | Reduced |
| MML Investors Services, LLC | 181,871 | $15.5M | 0.09% | +29,071+19.0% | Added |
| Kiwi Wealth Investments Limited Partnership | 181,556 | $15.5M | 0.96% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 179,584 | $15.3M | 0.12% | +7,582+4.4% | Added |
| Edgar Lomax Co | 179,515 | $15.3M | 1.01% | −2,460−1.4% | Reduced |
| Assetmark, Inc | 179,251 | $15.3M | 0.06% | +23,649+15.2% | Added |
| Bridgecreek Investment Management, LLC | 178,205 | $15.2M | 2.91% | −3,975−2.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 178,125 | $15.2M | 0.60% | −2,001−1.1% | Reduced |
| Glenmede Trust Co NA | 172,080 | $15.1M | 0.09% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 176,374 | $15.1M | 1.14% | −613−0.3% | Reduced |
| Tredje AP-fonden | 174,590 | $14.9M | 0.21% | −278,787−61.5% | Reduced |
| Connors Investor Services Inc | 171,273 | $14.6M | 1.66% | +97,292+131.5% | Added |
| Oppenheimer & Co Inc | 170,863 | $14.6M | 0.29% | +6,494+4.0% | Added |
| Cornerstone Advisors, LLC | 170,100 | $14.5M | 0.69% | 00.0% | Unchanged |
| Blair William & Co | 169,957 | $14.5M | 0.05% | −6,639−3.8% | Reduced |
| Swiss Life Asset Management Ltd | 162,335 | $13.9M | 0.21% | −90,118−35.7% | Reduced |
| Mercer Global Advisors Inc | 159,914 | $13.7M | 0.05% | +24,148+17.8% | Added |
| Core Alternative Capital | 159,189 | $13.6M | 1.99% | −27,147−14.6% | Reduced |
| Creative Planning | 158,101 | $13.5M | 0.02% | +10,866+7.4% | Added |
| Captrust Financial Advisors | 154,862 | $13.2M | 0.05% | −2,579−1.6% | Reduced |
| Czech National Bank | 154,213 | $13.2M | 0.30% | +300+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 153,610 | $13.1M | 0.06% | −15,732−9.3% | Reduced |
| Pittenger & Anderson Inc | 153,099 | $13.1M | 0.63% | −920−0.6% | Reduced |
| Bessemer Group Inc | 150,302 | $12.8M | 0.03% | +1,393+0.9% | Added |
| Credit Agricole S A | 149,990 | $12.8M | 0.42% | +53,552+55.5% | Added |
| Xponance, Inc. | 149,937 | $12.8M | 0.17% | −2,711−1.8% | Reduced |
| Wesbanco Bank Inc | 147,685 | $12.6M | 0.53% | +62,696+73.8% | Added |
| Copeland Capital Management, LLC | 147,640 | $12.6M | 0.26% | +72,984+97.8% | Added |
| Appleton Partners Inc | 147,606 | $12.6M | 1.06% | +7,307+5.2% | Added |
| Cullinan Associates Inc | 145,919 | $12.5M | 0.68% | +5,351+3.8% | Added |
| Peapack Gladstone Financial Corp | 142,061 | $12.1M | 0.22% | +8,919+6.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 141,338 | $12.1M | 0.04% | −30,521−17.8% | Reduced |
| Wade G W & Inc | 138,388 | $11.8M | 0.43% | −8,783−6.0% | Reduced |