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, Q1 2026
Institutional positions in Morgan Stanley as of Mar 31, 2026. 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
- 2,514
- +21 vs. Q4 2025
- Shares held
- 1.33B
- +116.9M (+9.7%) vs. Q4 2025
- Total value
- $218.1B
- +$3.23B (+1.5%) vs. Q4 2025
- New holders
- 179
- 1,053 more added
- Sold out
- 158
- 941 more reduced
40 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 | $218.1B |
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $62.1B | 100.00% | 00.0% | Unchanged |
| State Street Corp | 101,340,194 | $16.7B | 0.58% | −2,514,557−2.4% | Reduced |
| BlackRock, Inc. | 96,396,889 | $15.9B | 0.28% | +1,147,992+1.2% | Added |
| Vanguard Capital Management LLC | 77,715,132 | $12.8B | 0.32% | +77,715,132 | New |
| JPMorgan Chase & Co | 43,578,279 | $6.90B | 0.47% | +7,863,826+22.0% | Added |
| Vanguard Portfolio Management LLC | 30,240,801 | $4.98B | 0.26% | +30,240,801 | New |
| Geode Capital Management, LLC | 27,702,674 | $4.54B | 0.28% | +632,117+2.3% | Added |
| Fisher Asset Management, LLC | 25,600,068 | $4.21B | 1.43% | +581,733+2.3% | Added |
| FMR LLC | 22,730,023 | $3.74B | 0.20% | −3,436,568−13.1% | Reduced |
| Capital Research Global Investors | 20,270,720 | $3.34B | 0.52% | +4,838,407+31.4% | Added |
| Price T Rowe Associates Inc | 17,014,757 | $2.80B | 0.32% | +2,096,981+14.1% | Added |
| Bank of America Corp | 16,326,676 | $2.69B | 0.20% | +87,533+0.5% | Added |
| Goldman Sachs Group Inc | 14,875,181 | $2.45B | 0.32% | −336,546−2.2% | Reduced |
| Ameriprise Financial Inc | 13,916,490 | $2.29B | 0.53% | −265,171−1.9% | Reduced |
| Northern Trust Corp | 12,818,061 | $2.11B | 0.28% | +3,9480.0% | Added |
| UBS Group AG | 11,923,338 | $1.96B | 0.35% | +1,281,069+12.0% | Added |
| Massachusetts Financial Services Co | 11,749,856 | $1.93B | 0.65% | −708,446−5.7% | Reduced |
| UBS Asset Management Americas Inc | 11,017,848 | $1.81B | 0.38% | +1,846,193+20.1% | Added |
| Schroder Investment Management Group | 10,244,669 | $1.69B | 1.38% | −57,859−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 9,991,147 | $1.64B | 0.25% | +133,347+1.4% | Added |
| Bank of New York Mellon Corp | 9,794,288 | $1.61B | 0.30% | +422,775+4.5% | Added |
| Franklin Resources Inc | 9,175,221 | $1.51B | 0.37% | +408,813+4.7% | Added |
| Legal & General Group Plc | 8,295,263 | $1.37B | 0.32% | +33,514+0.4% | Added |
| Royal Bank of Canada | 7,923,829 | $1.30B | 0.25% | −1,110,944−12.3% | Reduced |
| Invesco Ltd. | 7,846,458 | $1.29B | 0.13% | +651,781+9.1% | Added |
| Dimensional Fund Advisors LP | 7,235,756 | $1.19B | 0.25% | +65,739+0.9% | Added |
| Capital International Investors | 7,157,310 | $1.18B | 0.28% | −13,386,787−65.2% | Reduced |
| Amundi | 6,981,276 | $1.15B | 0.31% | +654,891+10.4% | Added |
| Vanguard Fiduciary Trust Co | 6,753,689 | $1.11B | 0.28% | +6,753,689 | New |
| Bank of Montreal | 6,663,292 | $1.10B | 0.46% | +25,066+0.4% | Added |
| Morgan Stanley | 6,127,396 | $1.01B | 0.06% | +32,662+0.5% | Added |
| Nuveen, LLC | 5,601,891 | $921.9M | 0.25% | +188,636+3.5% | Added |
| Barclays PLC | 5,213,854 | $858.0M | 0.31% | +1,615,455+44.9% | Added |
| Wellington Management Group LLP | 4,657,771 | $766.5M | 0.14% | −11,194,880−70.6% | Reduced |
| Boston Partners | 4,429,180 | $729.3M | 0.76% | +622,132+16.3% | Added |
| Wells Fargo & Company | 4,331,016 | $712.8M | 0.14% | +105,647+2.5% | Added |
| Marshall Wace, LLP | 4,197,269 | $690.7M | 0.74% | +2,463,402+142.1% | Added |
| Deutsche Bank AG | 4,121,871 | $678.3M | 0.22% | +117,945+2.9% | Added |
| Millennium Management LLC | 3,997,261 | $657.8M | 0.49% | +1,722,077+75.7% | Added |
| Janus Henderson Group PLC | 3,922,709 | $645.5M | 0.31% | −254,240−6.1% | Reduced |
| Two Sigma Investments, LP | 3,739,612 | $615.4M | 0.51% | +2,622,799+234.8% | Added |
| HSBC Holdings PLC | 3,366,470 | $553.8M | 0.33% | −143,870−4.1% | Reduced |
| Axiom Investors LLC | 3,114,846 | $512.6M | 5.70% | −485,213−13.5% | Reduced |
| Envestnet Asset Management Inc | 3,100,379 | $510.2M | 0.14% | +291,147+10.4% | Added |
| Alliancebernstein L.P. | 2,868,763 | $509.3M | 0.16% | −335,327−10.5% | Reduced |
| Principal Financial Group Inc | 3,021,966 | $497.3M | 0.27% | −127,363−4.0% | Reduced |
| Canada Pension Plan Investment Board | 2,984,976 | $491.2M | 0.32% | +676,474+29.3% | Added |
| National Pension Service | 2,952,417 | $485.9M | 0.37% | +123,114+4.4% | Added |
| Citadel Advisors LLC | 2,865,020 | $471.5M | 0.33% | −2,297,374−44.5% | Reduced |
| BNP Paribas Arbitrage, SA | 2,775,297 | $456.7M | 0.30% | −122,784−4.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,686,910 | $442.2M | 0.30% | +177,730+7.1% | Added |
| Vanguard Global Advisers, LLC | 2,645,928 | $435.4M | 0.23% | +2,645,928 | New |
| Allianz Asset Management GmbH | 2,613,380 | $430.1M | 0.50% | +326,073+14.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,542,196 | $418.4M | 0.27% | −139,926−5.2% | Reduced |
| California Public Employees Retirement System | 2,422,284 | $398.6M | 0.25% | +287,056+13.4% | Added |
| The PNC Financial Services Group, Inc. | 2,411,894 | $396.9M | 0.23% | −12,541−0.5% | Reduced |
| Neuberger Berman Group LLC | 2,383,354 | $392.4M | 0.30% | +107,646+4.7% | Added |
| Vanguard Asset Management, Ltd | 2,308,186 | $379.9M | 0.32% | +2,308,186 | New |
| Lord, Abbett & Co. LLC | 2,150,577 | $353.9M | 1.16% | −147,427−6.4% | Reduced |
| Rhumbline Advisers | 2,149,365 | $353.7M | 0.30% | −35,505−1.6% | Reduced |
| TD Asset Management Inc | 2,131,499 | $350.8M | 0.28% | +1,583,588+289.0% | Added |
| LPL Financial LLC | 1,992,841 | $328.0M | 0.09% | +63,366+3.3% | Added |
| Thrivent Financial for Lutherans | 1,977,078 | $325.3M | 0.62% | +570,583+40.6% | Added |
| Raymond James Financial Inc | 1,969,551 | $324.0M | 0.10% | +16,913+0.9% | Added |
| Citigroup Inc | 1,872,878 | $308.2M | 0.20% | +368,160+24.5% | Added |
| D. E. Shaw & Co., Inc. | 1,864,278 | $306.8M | 0.24% | +884,814+90.3% | Added |
| Ensign Peak Advisors, Inc | 1,850,620 | $304.6M | 0.57% | +135,194+7.9% | Added |
| Prudential Financial Inc | 1,815,816 | $298.8M | 0.37% | +76,516+4.4% | Added |
| KBC Group NV | 1,814,373 | $298.6M | 0.75% | +3,002+0.2% | Added |
| Fifth Third Bancorp | 1,799,762 | $296.2M | 0.54% | +266,445+17.4% | Added |
| California State Teachers Retirement System | 1,790,507 | $294.7M | 0.31% | −59,739−3.2% | Reduced |
| CI Private Wealth, LLC | 1,685,994 | $276.9M | 0.40% | +180,087+12.0% | Added |
| Stifel Financial Corp | 1,638,520 | $269.7M | 0.25% | +2,443+0.1% | Added |
| Fayez Sarofim & Co | 1,635,037 | $269.1M | 0.69% | −33,894−2.0% | Reduced |
| Capital World Investors | 1,616,422 | $266.0M | 0.04% | +1,007,472+165.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,562,523 | $257.1M | 0.42% | +553,374+54.8% | Added |
| New York State Common Retirement Fund | 1,537,355 | $253.0M | 0.35% | −19,200−1.2% | Reduced |
| Public Employees Retirement Association of Colorado | 1,501,131 | $247.0M | 0.97% | −507,960−25.3% | Reduced |
| FIL Ltd | 1,498,694 | $246.6M | 0.19% | −708,223−32.1% | Reduced |
| Voya Investment Management LLC | 1,452,035 | $239.0M | 0.25% | −2,105,757−59.2% | Reduced |
| Point72 Asset Management, L.P. | 1,446,420 | $238.0M | 0.41% | +796,332+122.5% | Added |
| Cullen Capital Management LLC | 1,433,565 | $235.9M | 2.42% | −71,362−4.7% | Reduced |
| SEI Investments Co | 1,410,293 | $232.1M | 0.21% | +666,754+89.7% | Added |
| American Century Companies Inc | 1,400,026 | $230.4M | 0.12% | +298,733+27.1% | Added |
| Acadian Asset Management LLC | 1,382,293 | $227.5M | 0.32% | +493,706+55.6% | Added |
| Samlyn Capital, LLC | 1,323,544 | $217.8M | 3.74% | −169,525−11.4% | Reduced |
| HighTower Advisors, LLC | 1,331,983 | $215.1M | 0.23% | −209,471−13.6% | Reduced |
| Hamlin Capital Management, LLC | 1,288,720 | $212.1M | 5.12% | −107,637−7.7% | Reduced |
| Commerce Bank | 1,286,011 | $211.6M | 1.02% | +126,137+10.9% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 1,279,100 | $210.4M | 1.03% | +337,100+35.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,252,759 | $206.2M | 0.47% | +514,285+69.6% | Added |
| National Bank of Canada | 1,247,157 | $205.2M | 0.21% | +455,994+57.6% | Added |
| Focused Investors LLC | 1,228,350 | $202.1M | 6.57% | −30,600−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 1,227,123 | $201.9M | 0.17% | −1,131,471−48.0% | Reduced |
| Squarepoint Ops LLC | 1,199,201 | $197.4M | 0.42% | +514,301+75.1% | Added |
| Evercore Wealth Management, LLC | 1,177,393 | $193.8M | 3.05% | −39,209−3.2% | Reduced |
| Standard Life Aberdeen plc | 1,151,520 | $189.5M | 0.31% | +31,398+2.8% | Added |
| Alyeska Investment Group, L.P. | 1,123,489 | $184.9M | 0.52% | +310,100+38.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,122,601 | $183.4M | 0.32% | −1,071−0.1% | Reduced |
| Aviva PLC | 1,085,430 | $178.6M | 0.30% | +29,028+2.7% | Added |