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, Q2 2026
Institutional positions in Morgan Stanley as of Jun 30, 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
Q3 2026 data is still coming in: 6 institutions have reported holding MS so far. See Q3 2026
- Institutional holders
- 2,746
- +266 vs. Q1 2026
- Shares held
- 1.35B
- +25.7M (+1.9%) vs. Q1 2026
- Total value
- $281.7B
- +$64.4B (+29.6%) vs. Q1 2026
- New holders
- 357
- 1,107 more added
- Sold out
- 91
- 947 more reduced
34 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Groupama Asset Managment | 300,005 | $63.5M | 0.80% | +6,624+2.3% | Added |
| State of Michigan Retirement System | 306,926 | $64.2M | 0.28% | −7,400−2.4% | Reduced |
| Credit Agricole S A | 315,123 | $65.9M | 0.17% | −193,399−38.0% | Reduced |
| Factory Mutual Insurance Co | 315,620 | $66.0M | 0.62% | −13,430−4.1% | Reduced |
| Raiffeisen Bank International AG | 313,029 | $66.3M | 0.78% | +75,789+31.9% | Added |
| Gradient Investments LLC | 318,659 | $66.6M | 0.92% | −8,856−2.7% | Reduced |
| Baird Financial Group, Inc. | 327,172 | $68.4M | 0.09% | +15,709+5.0% | Added |
| Regions Financial Corp | 328,070 | $68.6M | 0.41% | +131,887+67.2% | Added |
| Arizona State Retirement System | 328,814 | $68.7M | 0.35% | +3,528+1.1% | Added |
| O'Shaughnessy Asset Management, LLC | 329,520 | $68.9M | 0.32% | −15,714−4.6% | Reduced |
| CIBC Asset Management Inc | 335,177 | $70.1M | 0.15% | +33,122+11.0% | Added |
| Annex Advisory Services, LLC | 335,740 | $70.2M | 1.20% | −9,091−2.6% | Reduced |
| Border to Coast Pensions Partnership Ltd | 337,784 | $70.6M | 1.04% | +58,976+21.2% | Added |
| Huntington National Bank | 338,362 | $70.7M | 0.34% | +230,884+214.8% | Added |
| Nearwater Capital Markets, Ltd | 340,000 | $71.1M | 1.23% | +340,000 | New |
| Czech National Bank | 341,206 | $71.3M | 0.39% | +13,552+4.1% | Added |
| Fiduciary Trust Co | 344,567 | $72.0M | 0.78% | +4,714+1.4% | Added |
| Mn Services Vermogensbeheer B.V. | 345,182 | $72.2M | 0.54% | +69,700+25.3% | Added |
| Colony Group, LLC | 345,268 | $72.2M | 0.07% | −38,351−10.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 346,119 | $72.4M | 0.49% | +7,090+2.1% | Added |
| Ossiam | 347,404 | $72.6M | 0.96% | +347,404 | New |
| Pinebridge Investments LLC | 347,508 | $72.6M | 0.60% | −52,913−13.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 347,577 | $72.9M | 0.34% | −29,760−7.9% | Reduced |
| ABN AMRO Bank N.V. | 347,161 | $73.2M | 0.94% | −6,553−1.9% | Reduced |
| Rafferty Asset Management, LLC | 351,691 | $73.5M | 0.17% | +57,632+19.6% | Added |
| Hudson Bay Capital Management LP | 355,511 | $74.3M | 0.35% | +181,029+103.8% | Added |
| AMF Pensionsforsakring AB | 360,596 | $75.4M | 0.45% | +11,977+3.4% | Added |
| Commonwealth Equity Services, LLC | 361,074 | $75.5M | 0.09% | −11,272−3.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 356,704 | $75.6M | 0.12% | +219,789+160.5% | Added |
| Donaldson Capital Management, LLC | 362,259 | $75.7M | 2.17% | −101,448−21.9% | Reduced |
| SEB Asset Management AB | 366,406 | $76.6M | 0.29% | +46,770+14.6% | Added |
| Teacher Retirement System of Texas | 366,958 | $76.7M | 0.21% | +104,081+39.6% | Added |
| Basswood Capital Management, L.L.C. | 369,259 | $77.2M | 3.31% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 378,795 | $79.2M | 0.82% | +28,948+8.3% | Added |
| First Trust Advisors LP | 379,345 | $79.3M | 0.05% | −158,766−29.5% | Reduced |
| Todd Asset Management LLC | 383,090 | $80.1M | 1.42% | +8,049+2.1% | Added |
| State of New Jersey Common Pension Fund D | 385,210 | $80.5M | 0.27% | −26,051−6.3% | Reduced |
| Balyasny Asset Management LLC | 385,328 | $80.5M | 0.15% | −473,233−55.1% | Reduced |
| Cetera Investment Advisers | 389,557 | $80.9M | 0.07% | +8,376+2.2% | Added |
| Scotia Capital Inc. | 389,358 | $81.4M | 0.30% | +41,700+12.0% | Added |
| Virginia Retirement Systems Et Al | 392,200 | $82.0M | 0.49% | −12,200−3.0% | Reduced |
| Lazard Freres Gestion S.A.S. | 401,471 | $83.9M | 1.45% | +7,249+1.8% | Added |
| Atalanta Sosnoff Capital, LLC | 418,490 | $87.5M | 1.54% | +51,329+14.0% | Added |
| Tredje AP-fonden | 420,404 | $87.9M | 0.40% | +59,946+16.6% | Added |
| State of Tennessee, Treasury Department | 422,824 | $88.4M | 0.26% | +5,263+1.3% | Added |
| Rockefeller Capital Management L.P. | 427,632 | $89.4M | 0.14% | +32,562+8.2% | Added |
| Janney Montgomery Scott LLC | 430,401 | $90.0M | 0.17% | +2,497+0.6% | Added |
| Public Sector Pension Investment Board | 430,628 | $90.0M | 0.24% | −156,552−26.7% | Reduced |
| Primecap Management Co | 431,988 | $90.3M | 0.05% | −400−0.1% | Reduced |
| Public Employees Retirement System of Ohio | 436,106 | $91.2M | 0.27% | −25,645−5.6% | Reduced |
| Blue Sparrow, LLC | 436,465 | $91.2M | 0.88% | −420,656−49.1% | Reduced |
| Nykredit A/S | 439,390 | $91.9M | 0.35% | +439,390 | New |
| Candriam Luxembourg S.C.A. | 440,328 | $92.0M | 0.41% | −21,559−4.7% | Reduced |
| Calamos Advisors LLC | 442,354 | $92.5M | 0.34% | −93,360−17.4% | Reduced |
| DJE Kapital AG | 433,832 | $92.6M | 1.75% | +340,446+364.6% | Added |
| Gateway Investment Advisers LLC | 445,166 | $93.1M | 0.92% | +467+0.1% | Added |
| Pinnacle Associates Ltd | 447,409 | $93.5M | 1.02% | −2,065−0.5% | Reduced |
| Meitav Dash Investments Ltd | 452,100 | $94.5M | 0.64% | +452,100 | New |
| Pzena Investment Management LLC | 454,492 | $95.0M | 0.28% | −21,873−4.6% | Reduced |
| CIBC Bancorp USA Inc. | 455,369 | $95.1M | 0.12% | −50,537−10.0% | Reduced |
| Federated Hermes, Inc. | 456,102 | $95.3M | 0.14% | −406,747−47.1% | Reduced |
| DekaBank Deutsche Girozentrale | 587,689 | $96.4M | 0.16% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 473,267 | $98.9M | 0.21% | −16,759−3.4% | Reduced |
| Worldquant Millennium Advisors LLC | 473,583 | $99.0M | 0.34% | −22,229−4.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 475,664 | $99.4M | 6.39% | +60,793+14.7% | Added |
| Treasurer of the State of North Carolina | 477,403 | $99.8M | 0.26% | −8,310−1.7% | Reduced |
| Agf Management Ltd | 493,165 | $103.1M | 0.40% | −122,533−19.9% | Reduced |
| Nisa Investment Advisors, LLC | 498,557 | $104.2M | 0.33% | +38,195+8.3% | Added |
| 1832 Asset Management L.P. | 500,207 | $104.6M | 0.13% | +470,846+1,603.6% | Added |
| Capital Advisors Inc | 501,280 | $104.8M | 1.54% | −8,155−1.6% | Reduced |
| Actiam N.V. | 508,175 | $106.2M | 0.82% | −46,237−8.3% | Reduced |
| Employees Retirement System of Texas | 508,300 | $106.3M | 0.84% | +50,400+11.0% | Added |
| MML Investors Services, LLC | 510,682 | $106.8M | 0.22% | +74,298+17.0% | Added |
| Aristotle Capital Management, LLC | 518,691 | $108.4M | 0.23% | −128,000−19.8% | Reduced |
| KLP Kapitalforvaltning AS | 520,889 | $108.9M | 0.35% | +19,800+4.0% | Added |
| Woodline Partners LP | 521,140 | $108.9M | 0.34% | +382,171+275.0% | Added |
| Creative Planning | 522,699 | $109.3M | 0.06% | +42,155+8.8% | Added |
| Handelsbanken Fonder AB | 526,074 | $110.0M | 0.31% | +67,900+14.8% | Added |
| Millennium Management LLC | 529,314 | $110.6M | 0.07% | −3,467,947−86.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 529,981 | $110.8M | 0.24% | −2,632−0.5% | Reduced |
| Citadel Advisors LLC | 545,065 | $113.9M | 0.07% | −2,319,955−81.0% | Reduced |
| Banco Santander, S.A. | 547,394 | $114.4M | 0.71% | +129,654+31.0% | Added |
| Truist Financial Corp | 565,775 | $118.3M | 0.14% | −13,917−2.4% | Reduced |
| Susquehanna International Group, LLP | 570,257 | $119.2M | 0.11% | +451,229+379.1% | Added |
| Zurich Insurance Group Ltd | 579,127 | $121.1M | 0.84% | +279,255+93.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 584,785 | $122.2M | 0.32% | −13,813−2.3% | Reduced |
| Life Cycle Investment Partners Ltd | 586,695 | $122.6M | 0.57% | +106,303+22.1% | Added |
| TD Waterhouse Canada Inc. | 583,289 | $123.6M | 0.33% | +113,515+24.2% | Added |
| Toronto Dominion Bank | 602,354 | $125.9M | 0.21% | +85,479+16.5% | Added |
| Vanguard Investments Australia, Ltd. | 603,316 | $126.1M | 0.31% | +12,923+2.2% | Added |
| Asset Management One Co.,Ltd. | 619,784 | $129.6M | 0.33% | −14,544−2.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 730,082 | $130.3M | 0.22% | +30,372+4.3% | Added |
| Royal London Asset Management Ltd | 631,430 | $132.0M | 0.24% | −21,479−3.3% | Reduced |
| State of Wisconsin Investment Board | 635,124 | $132.8M | 0.27% | −52,495−7.6% | Reduced |
| Rathbone Brothers plc | 636,079 | $133.0M | 0.49% | −106,299−14.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 644,068 | $134.6M | 0.60% | +217,881+51.1% | Added |
| CIBC World Markets Inc. | 663,252 | $138.6M | 0.23% | −192,379−22.5% | Reduced |
| Retirement Systems of Alabama | 687,485 | $143.7M | 0.43% | −102,105−12.9% | Reduced |
| UniSuper Management Pty Ltd | 702,107 | $146.8M | 0.76% | +68,890+10.9% | Added |
| PFA Pension, Forsikringsaktieselskab | 704,213 | $147.2M | 0.37% | +57,607+8.9% | Added |