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 |
|---|---|---|---|---|---|
| Picton Mahoney Asset Management | 186,230 | $30.6M | 0.32% | −18,778−9.2% | Reduced |
| Utah Retirement Systems | 184,452 | $30.4M | 0.31% | −5,833−3.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 183,984 | $30.3M | 0.24% | +30,000+19.5% | Added |
| ARS Investment Partners, LLC | 183,657 | $30.2M | 1.57% | +58,088+46.3% | Added |
| Gabelli Funds LLC | 181,440 | $29.9M | 0.20% | −27,875−13.3% | Reduced |
| Maple Capital Management, Inc. | 181,370 | $29.8M | 2.00% | −40,428−18.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 181,208 | $29.8M | 0.26% | −189−0.1% | Reduced |
| Midwest Trust Co | 177,523 | $29.2M | 0.36% | +14,780+9.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 176,866 | $29.1M | 0.24% | +2,356+1.4% | Added |
| Wealthfront Advisers LLC | 176,673 | $29.1M | 0.06% | +13,713+8.4% | Added |
| Pathstone Holdings, LLC | 176,081 | $29.0M | 0.12% | −4,121−2.3% | Reduced |
| Captrust Financial Advisors | 176,075 | $29.0M | 0.05% | +6,746+4.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 174,961 | $28.8M | 0.25% | −2,012−1.1% | Reduced |
| Hudson Bay Capital Management LP | 174,482 | $28.7M | 0.17% | −42,392−19.5% | Reduced |
| NEOS Investment Management LLC | 173,620 | $28.6M | 0.14% | +5,776+3.4% | Added |
| Andra AP-fonden | 173,220 | $28.5M | 0.36% | +153,623+783.9% | Added |
| Assetmark, Inc | 171,725 | $28.3M | 0.06% | +11,305+7.0% | Added |
| Brown Advisory Inc | 171,309 | $28.2M | 0.05% | +3,194+1.9% | Added |
| Rakuten Investment Management, Inc. | 177,759 | $28.2M | 0.06% | +19,314+12.2% | Added |
| New York Life Investment Management LLC | 170,147 | $28.0M | 0.24% | −334−0.2% | Reduced |
| Voleon Capital Management LP | 168,700 | $27.8M | 0.60% | +134,367+391.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 166,145 | $27.3M | 0.02% | −9,318−5.3% | Reduced |
| Umb Bank N A | 166,037 | $27.3M | 0.38% | −7,480−4.3% | Reduced |
| Hallmark Capital Management Inc | 165,975 | $27.3M | 1.76% | −27,722−14.3% | Reduced |
| British Columbia Investment Management Corp | 163,628 | $26.9M | 0.16% | −48,829−23.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 162,979 | $26.8M | 0.07% | +14,258+9.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 163,304 | $26.7M | 0.19% | −130,248−44.4% | Reduced |
| Payden & Rygel | 161,500 | $26.6M | 2.07% | −14,400−8.2% | Reduced |
| Pittenger & Anderson Inc | 160,825 | $26.5M | 1.05% | +2,075+1.3% | Added |
| MAI Capital Management | 160,603 | $26.4M | 0.15% | −1,838−1.1% | Reduced |
| Boston Common Asset Management, LLC | 159,949 | $26.3M | 1.70% | −14,650−8.4% | Reduced |
| ASR Vermogensbeheer N.V. | 158,794 | $26.1M | 0.31% | +2,908+1.9% | Added |
| Abner Herrman & Brock LLC | 157,722 | $26.0M | 2.87% | −429−0.3% | Reduced |
| Sanctuary Advisors, LLC | 156,416 | $25.7M | 0.14% | −8,284−5.0% | Reduced |
| Harvest Portfolios Group Inc. | 156,338 | $25.7M | 0.42% | −10,087−6.1% | Reduced |
| Blair William & Co | 156,160 | $25.7M | 0.07% | −553−0.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 156,335 | $25.7M | 0.13% | +9,644+6.6% | Added |
| Clearbridge Investments, LLC | 155,935 | $25.7M | 0.02% | −113,771−42.2% | Reduced |
| Tudor Investment Corp Et Al | 155,896 | $25.7M | 0.14% | −556,340−78.1% | Reduced |
| Pinnacle Financial Partners, Inc. | 155,538 | $25.6M | 0.20% | +9,826+6.7% | Added |
| Abn Amro Investment Solutions | 154,423 | $25.4M | 0.33% | −16,602−9.7% | Reduced |
| Nissay Asset Management Corp | 152,822 | $25.1M | 0.13% | +1,156+0.8% | Added |
| Vontobel Holding Ltd. | 152,600 | $25.1M | 0.09% | −33,818−18.1% | Reduced |
| State of Alaska, Department of Revenue | 151,577 | $24.9M | 0.27% | +31,095+25.8% | Added |
| Kestra Private Wealth Services, LLC | 151,390 | $24.9M | 0.31% | −4,530−2.9% | Reduced |
| Glenmede Trust Co NA | 150,782 | $24.8M | 0.12% | −1,357−0.9% | Reduced |
| Perpetual Ltd | 150,534 | $24.8M | 0.38% | −16,964−10.1% | Reduced |
| Appleton Partners Inc | 150,216 | $24.7M | 1.72% | −1,280−0.8% | Reduced |
| Fred Alger Management, LLC | 148,604 | $24.5M | 0.11% | −29,899−16.7% | Reduced |
| TCG Advisory Services, LLC | 147,072 | $24.2M | 0.59% | −16,603−10.1% | Reduced |
| Argent Trust Co | 146,691 | $24.1M | 0.82% | −257−0.2% | Reduced |
| Kestra Advisory Services, LLC | 145,922 | $24.0M | 0.09% | +176+0.1% | Added |
| SCS Capital Management LLC | 145,098 | $23.9M | 0.25% | −13,844−8.7% | Reduced |
| Ieq Capital, LLC | 144,805 | $23.8M | 0.11% | +33,467+30.1% | Added |
| Mutual of America Capital Management LLC | 143,704 | $23.6M | 0.27% | −2,417−1.7% | Reduced |
| TIAA Wealth Investment Management LLC | 142,207 | $23.4M | 0.18% | +142,207 | New |
| Hound Partners, LLC | 141,570 | $23.3M | 2.94% | +141,570 | New |
| Capital International Inc | 141,564 | $23.3M | 0.18% | −8,465−5.6% | Reduced |
| NFJ Investment Group, LLC | 141,396 | $23.3M | 0.89% | +17,517+14.1% | Added |
| NorthCrest Asset Manangement, LLC | 140,158 | $23.2M | 0.72% | −42,577−23.3% | Reduced |
| Yousif Capital Management, LLC | 141,081 | $23.2M | 0.27% | −7,018−4.7% | Reduced |
| Woodline Partners LP | 138,969 | $22.9M | 0.09% | −145,040−51.1% | Reduced |
| Macquarie Group Ltd | 138,589 | $22.8M | 0.14% | −236,206−63.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 136,915 | $22.8M | 0.04% | +214+0.2% | Added |
| Oregon Public Employees Retirement Fund | 137,841 | $22.7M | 0.30% | −500−0.4% | Reduced |
| LGT Capital Partners Ltd. | 136,194 | $22.4M | 1.19% | −75,829−35.8% | Reduced |
| Copeland Capital Management, LLC | 135,026 | $22.2M | 0.49% | −17,984−11.8% | Reduced |
| Illinois Municipal Retirement Fund | 133,220 | $21.9M | 0.28% | +19,449+17.1% | Added |
| Northwestern Mutual Wealth Management Co | 133,214 | $21.9M | 0.01% | −4,963−3.6% | Reduced |
| Prudential PLC | 132,850 | $21.9M | 0.17% | +15,252+13.0% | Added |
| Generali Asset Management SPA SGR | 131,228 | $21.6M | 0.45% | +2,264+1.8% | Added |
| Telos Capital Management, Inc. | 130,873 | $21.5M | 2.06% | −2,266−1.7% | Reduced |
| Oak Harvest Investment Services | 130,663 | $21.5M | 2.24% | +3,535+2.8% | Added |
| Erste Asset Management GmbH | 135,373 | $21.5M | 0.20% | −107,272−44.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 128,953 | $21.2M | 0.03% | +805+0.6% | Added |
| Vinva Investment Management Ltd | 132,754 | $21.0M | 0.26% | +53,997+68.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 126,233 | $20.8M | 0.60% | −7,657−5.7% | Reduced |
| Edgar Lomax Co | 125,975 | $20.7M | 1.48% | −146,335−53.7% | Reduced |
| AIA Group Ltd | 125,392 | $20.6M | 0.30% | +54,816+77.7% | Added |
| Voloridge Investment Management, LLC | 124,852 | $20.5M | 0.08% | +124,852 | New |
| OP Asset Management Ltd | 122,724 | $20.2M | 0.21% | −9,926−7.5% | Reduced |
| Capital Analysts, LLC | 122,651 | $20.2M | 0.53% | −3,349−2.7% | Reduced |
| Nexus Investment Management ULC | 119,778 | $19.7M | 2.76% | +2,751+2.4% | Added |
| Susquehanna International Group, LLP | 119,028 | $19.6M | 0.03% | −105,324−46.9% | Reduced |
| ExodusPoint Capital Management, LP | 118,759 | $19.5M | 0.19% | +53,771+82.7% | Added |
| Covea Finance | 117,570 | $19.3M | 0.68% | −12,830−9.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 117,068 | $19.3M | 0.16% | +115,132+5,946.9% | Added |
| Apollon Wealth Management, LLC | 116,308 | $19.1M | 0.31% | +33,108+39.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 115,590 | $19.0M | 0.20% | +15,973+16.0% | Added |
| RMB Capital Management, LLC | 113,297 | $18.6M | 0.33% | −7,298−6.1% | Reduced |
| Jump Financial, LLC | 112,997 | $18.6M | 0.27% | −2,205−1.9% | Reduced |
| Capitolis Liquid Global Markets LLC | 112,760 | $18.6M | 0.12% | +112,760 | New |
| HB Wealth Management, LLC | 112,615 | $18.5M | 0.12% | +29,842+36.1% | Added |
| Warren Averett Asset Management, LLC | 112,548 | $18.5M | 0.14% | +25,515+29.3% | Added |
| Bridger Management, LLC | 112,293 | $18.5M | 14.44% | −24,400−17.9% | Reduced |
| Lyell Wealth Management, LP | 109,996 | $18.1M | 1.33% | +234+0.2% | Added |
| Haverford Trust Co | 108,921 | $17.9M | 0.16% | +593+0.5% | Added |
| Huntington National Bank | 107,478 | $17.7M | 0.10% | +7,722+7.7% | Added |
| Elo Mutual Pension Insurance Co | 107,422 | $17.7M | 0.29% | −9,511−8.1% | Reduced |
| Gamco Investors, Inc. Et Al | 107,342 | $17.7M | 0.17% | −7,854−6.8% | Reduced |