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 |
|---|---|---|---|---|---|
| Lazard Freres Gestion S.A.S. | 394,222 | $64.9M | 1.28% | −90,561−18.7% | Reduced |
| Colony Group, LLC | 383,619 | $63.3M | 0.07% | −3,233−0.8% | Reduced |
| Man Group plc | 378,939 | $62.4M | 0.13% | −105,082−21.7% | Reduced |
| Todd Asset Management LLC | 375,041 | $61.7M | 1.21% | −3,409−0.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 377,337 | $61.7M | 0.31% | +3,094+0.8% | Added |
| Commonwealth Equity Services, LLC | 372,346 | $61.3M | 0.09% | −35,691−8.7% | Reduced |
| Cetera Investment Advisers | 381,181 | $61.1M | 0.06% | +28,518+8.1% | Added |
| Basswood Capital Management, L.L.C. | 369,259 | $60.8M | 3.10% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 368,519 | $60.6M | 0.72% | +192,735+109.6% | Added |
| Atalanta Sosnoff Capital, LLC | 367,161 | $60.4M | 1.30% | +52,249+16.6% | Added |
| Tredje AP-fonden | 360,458 | $59.3M | 0.32% | +126,957+54.4% | Added |
| Foundations Investment Advisors, LLC | 349,847 | $57.6M | 0.71% | +32,657+10.3% | Added |
| AMF Pensionsforsakring AB | 348,619 | $57.4M | 0.38% | −800−0.2% | Reduced |
| ABN AMRO Bank N.V. | 353,714 | $57.3M | 0.62% | +62,528+21.5% | Added |
| Scotia Capital Inc. | 347,658 | $57.2M | 0.24% | +143,725+70.5% | Added |
| O'Shaughnessy Asset Management, LLC | 345,234 | $56.8M | 0.29% | +55,920+19.3% | Added |
| Annex Advisory Services, LLC | 344,831 | $56.7M | 1.06% | +9,990+3.0% | Added |
| Fiduciary Trust Co | 339,853 | $55.9M | 0.66% | −1,544−0.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 339,029 | $55.8M | 0.43% | −2,000−0.6% | Reduced |
| STRS Ohio | 338,562 | $55.7M | 0.22% | −18,882−5.3% | Reduced |
| Factory Mutual Insurance Co | 329,050 | $54.2M | 0.61% | 00.0% | Unchanged |
| Czech National Bank | 327,654 | $53.9M | 0.35% | +9,155+2.9% | Added |
| Gradient Investments LLC | 327,515 | $53.9M | 0.84% | −2,251−0.7% | Reduced |
| Arizona State Retirement System | 325,286 | $53.5M | 0.31% | −10,946−3.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 324,821 | $53.5M | 0.73% | +2,488+0.8% | Added |
| SEB Asset Management AB | 319,636 | $52.6M | 0.22% | +319,636 | New |
| State of Michigan Retirement System | 314,326 | $51.7M | 0.27% | −1,900−0.6% | Reduced |
| Longaeva Partners L.P. | 313,485 | $51.6M | 2.48% | +170,556+119.3% | Added |
| DnB Asset Management AS | 313,035 | $51.5M | 0.18% | +23,677+8.2% | Added |
| Baird Financial Group, Inc. | 311,463 | $51.3M | 0.08% | +1,817+0.6% | Added |
| Oppenheimer Asset Management Inc. | 305,673 | $50.3M | 0.57% | +4,215+1.4% | Added |
| CIBC Asset Management Inc | 302,055 | $49.7M | 0.12% | +4,740+1.6% | Added |
| Zurich Insurance Group Ltd | 299,872 | $49.3M | 0.39% | −486,667−61.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 296,215 | $48.7M | 0.27% | +110,182+59.2% | Added |
| Rafferty Asset Management, LLC | 294,059 | $48.4M | 0.20% | −76,634−20.7% | Reduced |
| AE Wealth Management LLC | 293,965 | $48.4M | 0.26% | +139,071+89.8% | Added |
| GW&K Investment Management, LLC | 293,468 | $48.3M | 0.43% | −5,413−1.8% | Reduced |
| Groupama Asset Managment | 293,381 | $48.3M | 0.71% | +2,871+1.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 289,736 | $47.7M | 0.95% | −6,212−2.1% | Reduced |
| Fort Washington Investment Advisors Inc | 284,255 | $46.8M | 0.26% | −23,610−7.7% | Reduced |
| Chilton Capital Management LLC | 283,087 | $46.6M | 1.62% | +2,297+0.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 280,249 | $46.1M | 0.23% | −709−0.3% | Reduced |
| MetLife Investment Management | 279,988 | $46.1M | 0.23% | −8,648−3.0% | Reduced |
| Border to Coast Pensions Partnership Ltd | 278,808 | $46.0M | 0.78% | +25,468+10.1% | Added |
| Teewinot Capital Advisers, L.L.C. | 278,751 | $45.9M | 3.66% | +37,580+15.6% | Added |
| Mn Services Vermogensbeheer B.V. | 275,482 | $45.3M | 0.30% | +2,000+0.7% | Added |
| Pacific Heights Asset Management LLC | 275,000 | $45.3M | 1.51% | +25,000+10.0% | Added |
| Sequoia Financial Advisors, LLC | 271,441 | $44.7M | 0.25% | +660.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 265,170 | $43.6M | 0.13% | +42,326+19.0% | Added |
| Chilton Investment Co LLC | 263,608 | $43.4M | 1.02% | +47,397+21.9% | Added |
| Teacher Retirement System of Texas | 262,877 | $43.3M | 0.18% | −38,486−12.8% | Reduced |
| Cerity Partners LLC | 258,915 | $42.6M | 0.06% | −16,784−6.1% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 257,576 | $42.4M | 0.41% | +32,726+14.6% | Added |
| Zacks Investment Management | 256,101 | $42.1M | 0.34% | +185,739+264.0% | Added |
| Empowered Funds, LLC | 252,788 | $41.6M | 0.27% | +252,788 | New |
| ProShare Advisors LLC | 250,836 | $41.3M | 0.06% | −4,371−1.7% | Reduced |
| QRG Capital Management, Inc. | 249,612 | $41.1M | 0.42% | +33,089+15.3% | Added |
| Moody Lynn & Lieberson, LLC | 249,367 | $41.0M | 2.30% | −12,938−4.9% | Reduced |
| Bollard Group LLC | 247,477 | $40.7M | 1.24% | +30,360+14.0% | Added |
| GWM Advisors LLC | 245,197 | $40.4M | 0.15% | −13,634−5.3% | Reduced |
| Keybank National Association | 245,073 | $40.3M | 0.15% | +782+0.3% | Added |
| IFM Investors Pty Ltd | 244,811 | $40.3M | 0.34% | +11,206+4.8% | Added |
| Flputnam Investment Management Co | 241,047 | $39.7M | 0.59% | +64,765+36.7% | Added |
| Caldwell Investment Management Ltd. | 250,000 | $39.6M | 15.54% | +250,000 | New |
| Beacon Investment Advisory Services, Inc. | 239,590 | $39.4M | 1.64% | −38,374−13.8% | Reduced |
| Matrix Asset Advisors Inc | 238,060 | $39.2M | 3.59% | −22,443−8.6% | Reduced |
| Lazard Asset Management LLC | 237,672 | $39.1M | 0.06% | +77,579+48.5% | Added |
| Rokos Capital Management LLP | 236,721 | $39.0M | 0.69% | −388,241−62.1% | Reduced |
| Advisor Group Holdings, Inc. | 232,534 | $38.3M | 0.06% | +18,170+8.5% | Added |
| TCW Group Inc | 232,297 | $38.2M | 0.29% | −315,482−57.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 230,468 | $37.9M | 1.82% | −72,180−23.8% | Reduced |
| Raiffeisen Bank International AG | 237,240 | $37.6M | 0.54% | +180,898+321.1% | Added |
| Conning Inc. | 225,677 | $37.1M | 1.23% | +34,395+18.0% | Added |
| Vestor Capital, LLC | 225,281 | $37.1M | 2.68% | +223,791+15,019.5% | Added |
| SG Americas Securities, LLC | 225,219 | $37.1M | 0.04% | −74,431−24.8% | Reduced |
| Mercer Global Advisors Inc | 224,241 | $36.9M | 0.05% | +23,104+11.5% | Added |
| Heritage Investors Management Corp | 223,795 | $36.8M | 1.12% | −2,297−1.0% | Reduced |
| Amalgamated Bank | 222,716 | $36.7M | 0.28% | −2,119−0.9% | Reduced |
| Varma Mutual Pension Insurance Co | 221,412 | $36.4M | 0.21% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 216,029 | $35.6M | 0.13% | +29,891+16.1% | Added |
| First Manhattan Co | 215,066 | $35.4M | 0.10% | −4,556−2.1% | Reduced |
| CWM, LLC | 213,933 | $35.2M | 0.09% | +76,245+55.4% | Added |
| Crossmark Global Holdings, Inc. | 211,669 | $34.8M | 0.51% | −12,078−5.4% | Reduced |
| Boston Trust Walden Corp | 208,721 | $34.3M | 0.28% | −7,632−3.5% | Reduced |
| Daiwa Securities Group Inc. | 208,373 | $34.3M | 0.10% | +10,029+5.1% | Added |
| Lido Advisors, LLC | 208,195 | $34.3M | 0.13% | −47,324−18.5% | Reduced |
| Peapack Gladstone Financial Corp | 207,789 | $34.2M | 0.44% | +1,319+0.6% | Added |
| USS Investment Management Ltd | 206,769 | $34.0M | 0.14% | +3,300+1.6% | Added |
| Xponance, Inc. | 206,534 | $34.0M | 0.24% | +26,020+14.4% | Added |
| Camden Capital, LLC | 205,082 | $33.8M | 2.21% | +644+0.3% | Added |
| JustInvest LLC | 204,202 | $33.6M | 0.33% | +6,804+3.4% | Added |
| Ethic Inc. | 199,266 | $32.8M | 0.51% | +2,367+1.2% | Added |
| J.P. Marvel Investment Advisors, LLC | 197,873 | $32.6M | 4.62% | −290−0.1% | Reduced |
| HRT Financial LP | 197,552 | $32.5M | 0.08% | −17,817−8.3% | Reduced |
| Regions Financial Corp | 196,183 | $32.3M | 0.21% | +175,255+837.4% | Added |
| Hosking Partners LLP | 191,517 | $31.5M | 1.13% | +120.0% | Added |
| LVM Capital Management Ltd | 191,464 | $31.5M | 2.97% | −1,279−0.7% | Reduced |
| Bailard, Inc. | 190,960 | $31.4M | 0.72% | −3,311−1.7% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 189,897 | $31.3M | 0.47% | +43,152+29.4% | Added |
| Jane Street Group, LLC | 189,267 | $31.1M | 0.03% | −924,694−83.0% | Reduced |