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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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Q3 2026 vs. Q2 2026

How the institutions holding Morgan Stanley changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of MS: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders2,7452,73212−1
Shares1.35B1.35B66.5K−2.04K (−3.0%)
Value$281.7B$281.7B$12.6M−$1.74M (−12.1%)

2,732 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (1)

Institutions that held Morgan Stanley at the end of Q3 2026 but not at the end of Q2 2026.

Institutions new to MS in Q3 2026
InstitutionSharesValue% of portfolio
Polaris Financial Partners331$63.0K0.03%

Sold out (2)

Institutions that held Morgan Stanley at the end of Q2 2026 and filed for Q3 2026 without it.

Institutions that sold out of MS in Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
Stonebridge Financial Group, LLC993$207.6K
Miller Global Investments, LLC686$143.4K

Not filed for Q3 2026 yet (2,732)

Institutions that held Morgan Stanley at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 2,732 by value.

Institutions holding MS in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
Mitsubishi Ufj Financial Group Inc377,085,167$78.8B
State Street Corp99,560,815$20.8B
BlackRock, Inc.94,899,620$19.8B
Vanguard Capital Management LLC77,700,641$16.2B
JPMorgan Chase & Co44,363,477$9.39B
Vanguard Portfolio Management LLC30,203,228$6.31B
Geode Capital Management, LLC27,346,327$5.69B
Fisher Asset Management, LLC26,172,995$5.47B
FMR LLC24,903,987$5.21B
Price T Rowe Associates Inc19,246,850$4.02B
Capital Research Global Investors18,070,606$3.78B
Norges Bank17,984,532$3.76B
Bank of America Corp16,651,161$3.48B
Ameriprise Financial Inc14,101,563$2.95B
Goldman Sachs Group Inc13,906,759$2.91B
Northern Trust Corp12,514,426$2.62B
UBS Asset Management Americas Inc11,206,144$2.34B
UBS Group AG10,529,270$2.20B
Schroder Investment Management Group10,226,529$2.14B
Capital World Investors10,170,848$2.13B
Charles Schwab Investment Management Inc9,956,067$2.08B
Bank of New York Mellon Corp9,759,983$2.04B
Invesco Ltd.9,205,421$1.92B
Massachusetts Financial Services Co9,212,711$1.92B
Franklin Resources Inc8,358,992$1.75B
Legal & General Group Plc7,494,442$1.57B
Dimensional Fund Advisors LP7,023,920$1.47B
Vanguard Fiduciary Trust Co6,709,499$1.40B
Royal Bank of Canada6,695,389$1.40B
Amundi6,692,356$1.40B
Capital International Investors6,284,290$1.31B
Bank of Montreal6,125,821$1.28B
Morgan Stanley6,085,858$1.27B
Nuveen, LLC5,905,402$1.23B
Wellington Management Group LLP5,129,203$1.07B
Boston Partners4,685,095$984.7M
Marshall Wace, LLP4,648,847$971.8M
Wells Fargo & Company4,469,936$934.4M
Voya Investment Management LLC4,315,241$902.1M
Barclays PLC4,005,043$837.2M
BNP Paribas Arbitrage, SA3,816,630$797.8M
Jupiter Topco LLC3,551,238$742.3M
Two Sigma Investments, LP3,423,546$715.7M
HSBC Holdings PLC3,280,048$686.1M
Canada Pension Plan Investment Board3,226,681$674.5M
Deutsche Bank AG3,189,941$666.8M
Envestnet Asset Management Inc3,093,632$646.7M
National Pension Service2,960,629$618.9M
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.2,884,044$602.9M
Principal Financial Group Inc2,836,822$593.0M
Axiom Investors LLC2,787,121$582.6M
Allianz Asset Management GmbH2,720,431$568.7M
Vanguard Global Advisers, LLC2,600,250$543.6M
Neuberger Berman Group LLC2,597,715$543.0M
Vanguard Asset Management, Ltd2,554,813$534.1M
Sumitomo Mitsui Trust Holdings, Inc.2,502,924$523.2M
Citigroup Inc2,335,296$488.2M
The PNC Financial Services Group, Inc.2,272,593$475.1M
Lord, Abbett & Co. LLC2,140,714$447.5M
California Public Employees Retirement System2,115,910$442.3M
Rhumbline Advisers2,093,599$437.6M
TD Asset Management Inc2,073,338$433.4M
LPL Financial LLC2,073,037$433.3M
Alliancebernstein L.P.2,622,343$431.6M
Raymond James Financial Inc1,969,367$411.7M
Healthcare of Ontario Pension Plan Trust Fund1,876,903$392.3M
American Century Companies Inc1,839,245$384.5M
Robeco Institutional Asset Management B.V.1,833,588$383.3M
Ensign Peak Advisors, Inc1,808,366$378.0M
Fifth Third Bancorp1,807,355$377.8M
California State Teachers Retirement System1,790,634$374.3M
Thrivent Financial for Lutherans1,775,349$371.1M
KBC Group NV1,685,231$352.3M
Stifel Financial Corp1,652,591$345.5M
FIL Ltd1,644,681$343.8M
Viking Global Investors LPSuperinvestorViking Global Investors1,622,593$339.2M
Fayez Sarofim & Co1,573,250$328.9M
CI Private Wealth, LLC1,528,373$319.5M
Public Employees Retirement Association of Colorado1,444,027$301.9M
New York State Common Retirement Fund1,438,355$300.7M
Qube Research & Technologies Ltd1,424,082$297.7M
Cullen Capital Management LLC1,413,521$295.5M
HighTower Advisors, LLC1,409,310$289.5M
Winslow Capital Management, LLC1,372,032$286.8M
Acadian Asset Management LLC1,360,434$284.4M
Zurcher Kantonalbank (Zurich Cantonalbank)1,328,385$277.7M
Natixis Advisors, L.P.1,287,190$269.1M
SG Americas Securities, LLC1,278,356$267.2M
Prudential Financial Inc1,267,462$265.0M
Bessemer Group Inc1,227,982$256.7M
Harel Insurance Investments & Financial Services Ltd.1,225,291$256.1M
Commerce Bank1,219,953$255.0M
Eurizon Capital SGR S.p.A.1,190,383$249.6M
Hamlin Capital Management, LLC1,178,300$246.3M
Manufacturers Life Insurance Company, The1,129,349$236.1M
Universal- Beteiligungs- und Servicegesellschaft mbH1,122,424$232.5M
SEI Investments Co1,110,058$232.0M
Focused Investors LLC1,104,050$230.8M
Russell Investments Group, Ltd.1,100,822$230.7M
Evercore Wealth Management, LLC1,088,168$227.5M