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, 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
- $218.0B
- +$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 | 2,746 | $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, 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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 1,074,334 | $176.8M | 0.25% | −881,658−45.1% | Reduced |
| Natixis Advisors, L.P. | 1,062,098 | $174.8M | 0.24% | +3,088+0.3% | Added |
| Russell Investments Group, Ltd. | 1,051,577 | $171.6M | 0.18% | +126,795+13.7% | Added |
| State Board of Administration of Florida Retirement System | 1,014,187 | $166.9M | 0.31% | −20,551−2.0% | Reduced |
| Clark Capital Management Group, Inc. | 992,717 | $163.4M | 1.01% | −80,001−7.5% | Reduced |
| New York State Teachers Retirement System | 984,966 | $162.1M | 0.33% | −1,128−0.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 972,734 | $160.1M | 0.25% | +50,100+5.4% | Added |
| Winslow Capital Management, LLC | 965,439 | $158.9M | 0.62% | +965,439 | New |
| Nordea Investment Management AB | 975,478 | $156.3M | 0.15% | +10,155+1.1% | Added |
| Alphinity Investment Management Pty Ltd | 944,858 | $155.5M | 2.74% | −1,789,627−65.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 921,510 | $151.5M | 0.18% | −511,941−35.7% | Reduced |
| Quantinno Capital Management LP | 917,669 | $151.0M | 0.25% | +247,186+36.9% | Added |
| Nomura Asset Management International Inc. | 914,518 | $150.5M | 0.26% | −161,640−15.0% | Reduced |
| Mariner, LLC | 896,855 | $147.6M | 0.17% | +21,134+2.4% | Added |
| Great West Life Assurance Co | 889,102 | $146.8M | 0.26% | +12,907+1.5% | Added |
| Ofi Invest Asset Management | 1,009,800 | $144.4M | 1.91% | +510,592+102.3% | Added |
| Swedbank AB | 875,865 | $144.1M | 0.15% | −30,276−3.3% | Reduced |
| Federated Hermes, Inc. | 862,849 | $142.0M | 0.23% | +100,701+13.2% | Added |
| Balyasny Asset Management LLC | 858,561 | $141.3M | 0.28% | −1,375,614−61.6% | Reduced |
| Blue Sparrow, LLC | 857,121 | $141.1M | 2.41% | −209,580−19.6% | Reduced |
| CIBC World Markets Inc. | 855,631 | $140.8M | 0.25% | +338,155+65.3% | Added |
| Victory Capital Management Inc | 854,305 | $140.6M | 0.09% | −116,003−12.0% | Reduced |
| Mackenzie Financial Corp | 851,956 | $140.2M | 0.17% | +245,156+40.4% | Added |
| Danske Bank A/S | 848,561 | $139.6M | 0.34% | +109,331+14.8% | Added |
| Storebrand Asset Management AS | 835,905 | $137.6M | 0.40% | +17,233+2.1% | Added |
| RBF Capital, LLC | 810,432 | $133.4M | 6.55% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 804,732 | $132.4M | 0.65% | +40,149+5.3% | Added |
| Retirement Systems of Alabama | 789,590 | $129.9M | 0.43% | −19,555−2.4% | Reduced |
| M&T Bank Corp | 788,787 | $129.8M | 0.43% | −9,789−1.2% | Reduced |
| Douglas Lane & Associates, LLC | 781,579 | $128.6M | 1.85% | −18,960−2.4% | Reduced |
| AustralianSuper Pty Ltd | 760,386 | $125.1M | 0.65% | +567,181+293.6% | Added |
| Robeco Institutional Asset Management B.V. | 753,957 | $124.1M | 0.18% | +69,736+10.2% | Added |
| Rathbone Brothers plc | 742,378 | $122.2M | 0.49% | +36,953+5.2% | Added |
| Bessemer Group Inc | 737,832 | $121.4M | 0.19% | −629,894−46.1% | Reduced |
| US Bancorp | 719,372 | $118.4M | 0.14% | −22,100−3.0% | Reduced |
| Bank of Nova Scotia | 715,042 | $117.7M | 0.21% | −45,436−6.0% | Reduced |
| Pictet Asset Management Holding SA | 713,742 | $117.5M | 0.12% | −119,677−14.4% | Reduced |
| State of Wisconsin Investment Board | 687,619 | $113.2M | 0.26% | +36,558+5.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 687,175 | $112.1M | 0.34% | +23,002+3.5% | Added |
| Renaissance Technologies LLC | 674,111 | $110.9M | 0.17% | +674,111 | New |
| Royal London Asset Management Ltd | 652,909 | $107.4M | 0.23% | −3,223−0.5% | Reduced |
| Aristotle Capital Management, LLC | 646,691 | $106.4M | 0.22% | −16,796−2.5% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 646,606 | $106.4M | 0.32% | −1590.0% | Reduced |
| Kames Capital plc | 644,731 | $105.3M | 1.40% | −72,126−10.1% | Reduced |
| Asset Management One Co.,Ltd. | 634,328 | $104.4M | 0.31% | −12,243−1.9% | Reduced |
| UniSuper Management Pty Ltd | 633,217 | $104.2M | 0.68% | +10,265+1.6% | Added |
| APG Asset Management N.V. | 719,987 | $102.8M | 0.33% | +16,353+2.3% | Added |
| Korea Investment CORP | 618,143 | $101.7M | 0.21% | −167,079−21.3% | Reduced |
| Natixis | 615,726 | $101.3M | 0.41% | +434,424+239.6% | Added |
| Agf Management Ltd | 615,698 | $101.3M | 0.45% | +343,593+126.3% | Added |
| Holocene Advisors, LP | 611,417 | $100.6M | 0.24% | −1,118,318−64.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 598,598 | $98.5M | 0.28% | −19,790−3.2% | Reduced |
| DekaBank Deutsche Girozentrale | 587,689 | $98.3M | 0.16% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 591,649 | $97.4M | 0.21% | +13,468+2.3% | Added |
| Vanguard Investments Australia, Ltd. | 590,393 | $97.2M | 0.28% | +590,393 | New |
| Public Sector Pension Investment Board | 587,180 | $96.6M | 0.30% | +279,597+90.9% | Added |
| Jones Financial Companies LLLP | 604,069 | $95.7M | 0.05% | +544,738+918.1% | Added |
| Truist Financial Corp | 579,692 | $95.4M | 0.13% | +14,663+2.6% | Added |
| Artisan Partners Limited Partnership | 578,804 | $95.3M | 0.16% | −15,627−2.6% | Reduced |
| Junto Capital Management LP | 565,255 | $93.0M | 1.98% | −428,544−43.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 563,901 | $92.8M | 0.15% | +306,252+118.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 699,710 | $92.8M | 0.20% | −271,746−28.0% | Reduced |
| Actiam N.V. | 554,412 | $91.2M | 0.89% | +554,412 | New |
| AQR Capital Management LLC | 561,713 | $91.2M | 0.04% | +118,973+26.9% | Added |
| First Trust Advisors LP | 538,111 | $88.6M | 0.06% | −27,642−4.9% | Reduced |
| Calamos Advisors LLC | 535,714 | $88.2M | 0.34% | +91,180+20.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 532,613 | $87.7M | 0.22% | +59,257+12.5% | Added |
| Toronto Dominion Bank | 516,875 | $85.1M | 0.16% | −28,622−5.2% | Reduced |
| Capital Advisors Inc | 509,435 | $83.8M | 1.35% | +2,576+0.5% | Added |
| Credit Agricole S A | 508,522 | $83.7M | 0.27% | +47,853+10.4% | Added |
| CIBC Bancorp USA Inc. | 505,906 | $83.3M | 0.11% | +505,906 | New |
| KLP Kapitalforvaltning AS | 501,089 | $82.5M | 0.32% | +6,100+1.2% | Added |
| Westfield Capital Management Co LP | 496,558 | $81.7M | 0.34% | +496,558 | New |
| Worldquant Millennium Advisors LLC | 495,812 | $81.6M | 0.31% | −60,966−10.9% | Reduced |
| Nomura Asset Management Co Ltd | 490,026 | $80.6M | 0.21% | −19,876−3.9% | Reduced |
| Treasurer of the State of North Carolina | 485,713 | $79.9M | 0.25% | +3,138+0.7% | Added |
| Creative Planning | 480,544 | $79.1M | 0.05% | +25,267+5.5% | Added |
| Life Cycle Investment Partners Ltd | 480,392 | $79.1M | 0.50% | +167,970+53.8% | Added |
| Pzena Investment Management LLC | 476,365 | $78.4M | 0.25% | +4,126+0.9% | Added |
| TD Waterhouse Canada Inc. | 469,774 | $77.9M | 0.23% | +196,267+71.8% | Added |
| Donaldson Capital Management, LLC | 463,707 | $76.3M | 2.47% | +1,197+0.3% | Added |
| Candriam Luxembourg S.C.A. | 461,887 | $76.0M | 0.39% | +31,590+7.3% | Added |
| Public Employees Retirement System of Ohio | 461,751 | $76.0M | 0.25% | −9,680−2.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 464,228 | $76.0M | 0.24% | −66,303−12.5% | Reduced |
| Nisa Investment Advisors, LLC | 460,362 | $75.8M | 0.28% | −70,485−13.3% | Reduced |
| Handelsbanken Fonder AB | 458,174 | $75.4M | 0.25% | +3,072+0.7% | Added |
| Employees Retirement System of Texas | 457,900 | $75.4M | 0.66% | −24,600−5.1% | Reduced |
| Pinnacle Associates Ltd | 449,474 | $74.0M | 0.95% | −2,370−0.5% | Reduced |
| Gateway Investment Advisers LLC | 444,699 | $73.2M | 0.82% | +5,350+1.2% | Added |
| MML Investors Services, LLC | 436,384 | $71.8M | 0.20% | −66,741−13.3% | Reduced |
| Primecap Management Co | 432,388 | $71.2M | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 427,904 | $70.4M | 0.17% | +112,129+35.5% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 426,187 | $70.1M | 0.37% | −26,900−5.9% | Reduced |
| Banco Santander, S.A. | 417,740 | $68.7M | 0.55% | +979+0.2% | Added |
| State of Tennessee, Treasury Department | 417,561 | $68.7M | 0.23% | −14,286−3.3% | Reduced |
| Fullerton Fund Management Co Ltd. | 414,871 | $68.3M | 5.47% | +414,871 | New |
| State of New Jersey Common Pension Fund D | 411,261 | $67.7M | 0.26% | −2,455−0.6% | Reduced |
| Virginia Retirement Systems Et Al | 404,400 | $66.6M | 0.49% | −27,600−6.4% | Reduced |
| Pinebridge Investments LLC | 400,421 | $65.9M | 0.56% | +78,057+24.2% | Added |
| Rockefeller Capital Management L.P. | 395,070 | $65.0M | 0.12% | −34,599−8.1% | Reduced |