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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 701,784 | $147.2M | 0.38% | +14,609+2.1% | Added |
| Samlyn Capital, LLC | 723,118 | $151.2M | 2.51% | −600,426−45.4% | Reduced |
| US Bancorp | 725,143 | $151.6M | 0.17% | +5,771+0.8% | Added |
| Douglas Lane & Associates, LLC | 731,365 | $152.9M | 2.07% | −50,214−6.4% | Reduced |
| National Bank of Canada | 772,116 | $161.4M | 0.14% | −475,041−38.1% | Reduced |
| Swiss Life Asset Management Ltd | 781,093 | $163.3M | 0.68% | −23,639−2.9% | Reduced |
| Kames Capital plc | 784,695 | $164.0M | 1.75% | +139,964+21.7% | Added |
| AustralianSuper Pty Ltd | 786,319 | $164.4M | 0.71% | +25,933+3.4% | Added |
| M&T Bank Corp | 786,515 | $164.4M | 0.48% | −2,272−0.3% | Reduced |
| Victory Capital Management Inc | 789,261 | $165.0M | 0.09% | −65,044−7.6% | Reduced |
| Jones Financial Companies LLLP | 794,874 | $168.5M | 0.07% | +190,805+31.6% | Added |
| RBF Capital, LLC | 810,432 | $169.4M | 7.10% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 813,651 | $170.1M | 0.17% | −38,305−4.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 818,069 | $171.0M | 0.32% | −434,690−34.7% | Reduced |
| Korea Investment CORP | 821,929 | $171.8M | 0.33% | +203,786+33.0% | Added |
| Caisse de Depot Et Placement du Quebec | 822,094 | $171.9M | 0.24% | +258,193+45.8% | Added |
| Storebrand Asset Management AS | 833,778 | $174.3M | 0.43% | −2,127−0.3% | Reduced |
| Great West Life Assurance Co | 836,491 | $174.6M | 0.28% | −52,611−5.9% | Reduced |
| Swedbank AB | 853,710 | $178.5M | 0.15% | −22,155−2.5% | Reduced |
| Danske Bank A/S | 864,011 | $180.6M | 0.36% | +15,450+1.8% | Added |
| Bank of Nova Scotia | 899,747 | $188.1M | 0.28% | +184,705+25.8% | Added |
| APG Asset Management N.V. | 1,033,824 | $189.0M | 0.46% | +313,837+43.6% | Added |
| Nomura Asset Management International Inc. | 912,086 | $190.7M | 0.29% | −2,432−0.3% | Reduced |
| AQR Capital Management LLC | 915,529 | $191.4M | 0.07% | +353,816+63.0% | Added |
| Pictet Asset Management Holding SA | 919,415 | $192.2M | 0.18% | +205,673+28.8% | Added |
| New York State Teachers Retirement System | 920,899 | $192.5M | 0.36% | −64,067−6.5% | Reduced |
| Mariner, LLC | 927,484 | $193.9M | 0.20% | +30,629+3.4% | Added |
| Adage Capital Partners GP, L.L.C. | 929,034 | $194.2M | 0.27% | −43,700−4.5% | Reduced |
| Westfield Capital Management Co LP | 940,560 | $196.6M | 0.64% | +444,002+89.4% | Added |
| Ofi Invest Asset Management | 1,087,716 | $199.1M | 1.99% | +77,916+7.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 960,071 | $200.8M | 0.20% | +38,561+4.2% | Added |
| Clark Capital Management Group, Inc. | 969,726 | $202.7M | 1.10% | −22,991−2.3% | Reduced |
| State Board of Administration of Florida Retirement System | 971,452 | $203.1M | 0.34% | −42,735−4.2% | Reduced |
| Nordea Investment Management AB | 983,100 | $205.9M | 0.17% | +7,622+0.8% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 993,500 | $207.6M | 0.87% | −285,600−22.3% | Reduced |
| Alphinity Investment Management Pty Ltd | 1,029,422 | $215.2M | 3.58% | +84,564+8.9% | Added |
| D. E. Shaw & Co., Inc. | 1,031,476 | $215.6M | 0.13% | −832,802−44.7% | Reduced |
| Squarepoint Ops LLC | 1,037,571 | $216.9M | 0.42% | −161,630−13.5% | Reduced |
| Standard Life Aberdeen plc | 1,037,691 | $216.9M | 0.30% | −113,829−9.9% | Reduced |
| Holocene Advisors, LP | 1,052,219 | $220.0M | 0.50% | +440,802+72.1% | Added |
| Quantinno Capital Management LP | 1,061,274 | $221.8M | 0.27% | +143,605+15.6% | Added |
| Aviva PLC | 1,087,518 | $227.3M | 0.33% | +2,088+0.2% | Added |
| Evercore Wealth Management, LLC | 1,088,168 | $227.5M | 3.22% | −89,225−7.6% | Reduced |
| Russell Investments Group, Ltd. | 1,100,822 | $230.7M | 0.20% | +49,245+4.7% | Added |
| Focused Investors LLC | 1,104,050 | $230.8M | 7.79% | −124,300−10.1% | Reduced |
| SEI Investments Co | 1,110,058 | $232.0M | 0.20% | −300,235−21.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,122,424 | $232.5M | 0.36% | −1770.0% | Reduced |
| Manufacturers Life Insurance Company, The | 1,129,349 | $236.1M | 0.18% | −97,774−8.0% | Reduced |
| Hamlin Capital Management, LLC | 1,178,300 | $246.3M | 5.54% | −110,420−8.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,190,383 | $249.6M | 0.67% | +726,155+156.4% | Added |
| Commerce Bank | 1,219,953 | $255.0M | 1.12% | −66,058−5.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,225,291 | $256.1M | 1.24% | +1,224,380+134,399.6% | Added |
| Bessemer Group Inc | 1,227,982 | $256.7M | 0.35% | +490,150+66.4% | Added |
| Prudential Financial Inc | 1,267,462 | $265.0M | 0.29% | −548,354−30.2% | Reduced |
| SG Americas Securities, LLC | 1,278,356 | $267.2M | 0.15% | +1,053,137+467.6% | Added |
| Natixis Advisors, L.P. | 1,287,190 | $269.1M | 0.30% | +225,092+21.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,328,385 | $277.7M | 0.53% | +736,736+124.5% | Added |
| Acadian Asset Management LLC | 1,360,434 | $284.4M | 0.34% | −21,859−1.6% | Reduced |
| Winslow Capital Management, LLC | 1,372,032 | $286.8M | 0.99% | +406,593+42.1% | Added |
| HighTower Advisors, LLC | 1,409,310 | $289.5M | 0.28% | +77,327+5.8% | Added |
| Cullen Capital Management LLC | 1,413,521 | $295.5M | 2.91% | −20,044−1.4% | Reduced |
| Qube Research & Technologies Ltd | 1,424,082 | $297.7M | 0.33% | +349,748+32.6% | Added |
| New York State Common Retirement Fund | 1,438,355 | $300.7M | 0.38% | −99,000−6.4% | Reduced |
| Public Employees Retirement Association of Colorado | 1,444,027 | $301.9M | 1.04% | −57,104−3.8% | Reduced |
| CI Private Wealth, LLC | 1,528,373 | $319.5M | 0.44% | −157,621−9.3% | Reduced |
| Fayez Sarofim & Co | 1,573,250 | $328.9M | 0.77% | −61,787−3.8% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,622,593 | $339.2M | 0.97% | +1,622,593 | New |
| FIL Ltd | 1,644,681 | $343.8M | 0.25% | +145,987+9.7% | Added |
| Stifel Financial Corp | 1,652,591 | $345.5M | 0.29% | +14,071+0.9% | Added |
| KBC Group NV | 1,685,231 | $352.3M | 0.76% | −129,142−7.1% | Reduced |
| Thrivent Financial for Lutherans | 1,775,349 | $371.1M | 0.62% | −201,729−10.2% | Reduced |
| California State Teachers Retirement System | 1,790,634 | $374.3M | 0.34% | +1270.0% | Added |
| Fifth Third Bancorp | 1,807,355 | $377.8M | 0.61% | +7,593+0.4% | Added |
| Ensign Peak Advisors, Inc | 1,808,366 | $378.0M | 0.62% | −42,254−2.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,833,588 | $383.3M | 0.47% | +1,079,631+143.2% | Added |
| American Century Companies Inc | 1,839,245 | $384.5M | 0.17% | +439,219+31.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,876,903 | $392.3M | 0.56% | +314,380+20.1% | Added |
| Raymond James Financial Inc | 1,969,367 | $411.7M | 0.11% | −1840.0% | Reduced |
| Alliancebernstein L.P. | 2,622,343 | $431.6M | 0.15% | −246,420−8.6% | Reduced |
| LPL Financial LLC | 2,073,037 | $433.3M | 0.10% | +80,196+4.0% | Added |
| TD Asset Management Inc | 2,073,338 | $433.4M | 0.38% | −58,161−2.7% | Reduced |
| Rhumbline Advisers | 2,093,599 | $437.6M | 0.33% | −55,766−2.6% | Reduced |
| California Public Employees Retirement System | 2,115,910 | $442.3M | 0.25% | −306,374−12.6% | Reduced |
| Lord, Abbett & Co. LLC | 2,140,714 | $447.5M | 1.28% | −9,863−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,272,593 | $475.1M | 0.24% | −139,301−5.8% | Reduced |
| Citigroup Inc | 2,335,296 | $488.2M | 0.23% | +462,418+24.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,502,924 | $523.2M | 0.30% | −39,272−1.5% | Reduced |
| Vanguard Asset Management, Ltd | 2,554,813 | $534.1M | 0.36% | +246,627+10.7% | Added |
| Neuberger Berman Group LLC | 2,597,715 | $543.0M | 0.36% | +214,361+9.0% | Added |
| Vanguard Global Advisers, LLC | 2,600,250 | $543.6M | 0.25% | −45,678−1.7% | Reduced |
| Allianz Asset Management GmbH | 2,720,431 | $568.7M | 0.53% | +107,051+4.1% | Added |
| Axiom Investors LLC | 2,787,121 | $582.6M | 5.04% | −327,725−10.5% | Reduced |
| Principal Financial Group Inc | 2,836,822 | $593.0M | 0.29% | −185,144−6.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,884,044 | $602.9M | 0.33% | +197,134+7.3% | Added |
| National Pension Service | 2,960,629 | $618.9M | 0.40% | +8,212+0.3% | Added |
| Envestnet Asset Management Inc | 3,093,632 | $646.7M | 0.15% | −6,747−0.2% | Reduced |
| Deutsche Bank AG | 3,189,941 | $666.8M | 0.19% | −931,930−22.6% | Reduced |
| Canada Pension Plan Investment Board | 3,226,681 | $674.5M | 0.37% | +241,705+8.1% | Added |
| HSBC Holdings PLC | 3,280,048 | $686.1M | 0.33% | −86,422−2.6% | Reduced |
| Two Sigma Investments, LP | 3,423,546 | $715.7M | 0.54% | −316,066−8.5% | Reduced |