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; 2,745 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
- Institutional holders
- 2,745
- +266 vs. Q1 2026
- Shares held
- 1.35B
- +25.6M (+1.9%) vs. Q1 2026
- Total value
- $281.7B
- +$64.4B (+29.6%) vs. Q1 2026
- New holders
- 357
- 1,106 more added
- Sold out
- 91
- 947 more reduced
35 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 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| 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 |
|---|---|---|---|---|---|
| Aviva PLC | 1,087,518 | $227.3M | 0.33% | +2,088+0.2% | Added |
| Quantinno Capital Management LP | 1,061,274 | $221.8M | 0.27% | +143,605+15.6% | Added |
| Holocene Advisors, LP | 1,052,219 | $220.0M | 0.50% | +440,802+72.1% | Added |
| Standard Life Aberdeen plc | 1,037,691 | $216.9M | 0.30% | −113,829−9.9% | Reduced |
| Squarepoint Ops LLC | 1,037,571 | $216.9M | 0.42% | −161,630−13.5% | Reduced |
| D. E. Shaw & Co., Inc. | 1,031,476 | $215.6M | 0.13% | −832,802−44.7% | Reduced |
| Alphinity Investment Management Pty Ltd | 1,029,422 | $215.2M | 3.58% | +84,564+8.9% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 993,500 | $207.6M | 0.87% | −285,600−22.3% | Reduced |
| Nordea Investment Management AB | 983,100 | $205.9M | 0.17% | +7,622+0.8% | Added |
| State Board of Administration of Florida Retirement System | 971,452 | $203.1M | 0.34% | −42,735−4.2% | Reduced |
| Clark Capital Management Group, Inc. | 969,726 | $202.7M | 1.10% | −22,991−2.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 960,071 | $200.8M | 0.20% | +38,561+4.2% | Added |
| Ofi Invest Asset Management | 1,087,716 | $199.1M | 1.99% | +77,916+7.7% | Added |
| Westfield Capital Management Co LP | 940,560 | $196.6M | 0.64% | +444,002+89.4% | Added |
| Adage Capital Partners GP, L.L.C. | 929,034 | $194.2M | 0.27% | −43,700−4.5% | Reduced |
| Mariner, LLC | 927,484 | $193.9M | 0.20% | +30,629+3.4% | Added |
| New York State Teachers Retirement System | 920,899 | $192.5M | 0.36% | −64,067−6.5% | Reduced |
| Pictet Asset Management Holding SA | 919,415 | $192.2M | 0.18% | +205,673+28.8% | Added |
| AQR Capital Management LLC | 915,529 | $191.4M | 0.07% | +353,816+63.0% | Added |
| Nomura Asset Management International Inc. | 912,086 | $190.7M | 0.29% | −2,432−0.3% | Reduced |
| APG Asset Management N.V. | 1,033,824 | $189.0M | 0.46% | +313,837+43.6% | Added |
| Bank of Nova Scotia | 899,747 | $188.1M | 0.28% | +184,705+25.8% | Added |
| Danske Bank A/S | 864,011 | $180.6M | 0.36% | +15,450+1.8% | Added |
| Swedbank AB | 853,710 | $178.5M | 0.15% | −22,155−2.5% | Reduced |
| Great West Life Assurance Co | 836,491 | $174.6M | 0.28% | −52,611−5.9% | Reduced |
| Storebrand Asset Management AS | 833,778 | $174.3M | 0.43% | −2,127−0.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 822,094 | $171.9M | 0.24% | +258,193+45.8% | Added |
| Korea Investment CORP | 821,929 | $171.8M | 0.33% | +203,786+33.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 818,069 | $171.0M | 0.32% | −434,690−34.7% | Reduced |
| Mackenzie Financial Corp | 813,651 | $170.1M | 0.17% | −38,305−4.5% | Reduced |
| RBF Capital, LLC | 810,432 | $169.4M | 7.10% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 794,874 | $168.5M | 0.07% | +190,805+31.6% | Added |
| Victory Capital Management Inc | 789,261 | $165.0M | 0.09% | −65,044−7.6% | Reduced |
| M&T Bank Corp | 786,515 | $164.4M | 0.48% | −2,272−0.3% | Reduced |
| AustralianSuper Pty Ltd | 786,319 | $164.4M | 0.71% | +25,933+3.4% | Added |
| Kames Capital plc | 784,695 | $164.0M | 1.75% | +139,964+21.7% | Added |
| Swiss Life Asset Management Ltd | 781,093 | $163.3M | 0.68% | −23,639−2.9% | Reduced |
| National Bank of Canada | 772,116 | $161.4M | 0.14% | −475,041−38.1% | Reduced |
| Douglas Lane & Associates, LLC | 731,365 | $152.9M | 2.07% | −50,214−6.4% | Reduced |
| US Bancorp | 725,143 | $151.6M | 0.17% | +5,771+0.8% | Added |
| Samlyn Capital, LLC | 723,118 | $151.2M | 2.51% | −600,426−45.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 701,784 | $147.2M | 0.38% | +14,609+2.1% | Added |
| PFA Pension, Forsikringsaktieselskab | 704,213 | $147.2M | 0.37% | +57,607+8.9% | Added |
| UniSuper Management Pty Ltd | 702,107 | $146.8M | 0.76% | +68,890+10.9% | Added |
| Retirement Systems of Alabama | 687,485 | $143.7M | 0.43% | −102,105−12.9% | Reduced |
| CIBC World Markets Inc. | 663,252 | $138.6M | 0.23% | −192,379−22.5% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 644,068 | $134.6M | 0.60% | +217,881+51.1% | Added |
| Rathbone Brothers plc | 636,079 | $133.0M | 0.49% | −106,299−14.3% | Reduced |
| State of Wisconsin Investment Board | 635,124 | $132.8M | 0.27% | −52,495−7.6% | Reduced |
| Royal London Asset Management Ltd | 631,430 | $132.0M | 0.24% | −21,479−3.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 730,082 | $130.3M | 0.22% | +30,372+4.3% | Added |
| Asset Management One Co.,Ltd. | 619,784 | $129.6M | 0.33% | −14,544−2.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 603,316 | $126.1M | 0.31% | +12,923+2.2% | Added |
| Toronto Dominion Bank | 602,354 | $125.9M | 0.21% | +85,479+16.5% | Added |
| TD Waterhouse Canada Inc. | 583,289 | $123.6M | 0.33% | +113,515+24.2% | Added |
| Life Cycle Investment Partners Ltd | 586,695 | $122.6M | 0.57% | +106,303+22.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 584,785 | $122.2M | 0.32% | −13,813−2.3% | Reduced |
| Zurich Insurance Group Ltd | 579,127 | $121.1M | 0.84% | +279,255+93.1% | Added |
| Susquehanna International Group, LLP | 570,257 | $119.2M | 0.11% | +451,229+379.1% | Added |
| Truist Financial Corp | 565,775 | $118.3M | 0.14% | −13,917−2.4% | Reduced |
| Banco Santander, S.A. | 547,394 | $114.4M | 0.71% | +129,654+31.0% | Added |
| Citadel Advisors LLC | 545,065 | $113.9M | 0.07% | −2,319,955−81.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 529,981 | $110.8M | 0.24% | −2,632−0.5% | Reduced |
| Millennium Management LLC | 529,314 | $110.6M | 0.07% | −3,467,947−86.8% | Reduced |
| Handelsbanken Fonder AB | 526,074 | $110.0M | 0.31% | +67,900+14.8% | Added |
| Creative Planning | 522,699 | $109.3M | 0.06% | +42,155+8.8% | Added |
| Woodline Partners LP | 521,140 | $108.9M | 0.34% | +382,171+275.0% | Added |
| KLP Kapitalforvaltning AS | 520,889 | $108.9M | 0.35% | +19,800+4.0% | Added |
| Aristotle Capital Management, LLC | 518,691 | $108.4M | 0.23% | −128,000−19.8% | Reduced |
| MML Investors Services, LLC | 510,682 | $106.8M | 0.22% | +74,298+17.0% | Added |
| Employees Retirement System of Texas | 508,300 | $106.3M | 0.84% | +50,400+11.0% | Added |
| Actiam N.V. | 508,175 | $106.2M | 0.82% | −46,237−8.3% | Reduced |
| Capital Advisors Inc | 501,280 | $104.8M | 1.54% | −8,155−1.6% | Reduced |
| 1832 Asset Management L.P. | 500,207 | $104.6M | 0.13% | +470,846+1,603.6% | Added |
| Nisa Investment Advisors, LLC | 498,557 | $104.2M | 0.33% | +38,195+8.3% | Added |
| Agf Management Ltd | 493,165 | $103.1M | 0.40% | −122,533−19.9% | Reduced |
| Treasurer of the State of North Carolina | 477,403 | $99.8M | 0.26% | −8,310−1.7% | Reduced |
| Fullerton Fund Management Co Ltd. | 475,664 | $99.4M | 6.39% | +60,793+14.7% | Added |
| Worldquant Millennium Advisors LLC | 473,583 | $99.0M | 0.34% | −22,229−4.5% | Reduced |
| Nomura Asset Management Co Ltd | 473,267 | $98.9M | 0.21% | −16,759−3.4% | Reduced |
| DekaBank Deutsche Girozentrale | 587,689 | $96.4M | 0.16% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 456,102 | $95.3M | 0.14% | −406,747−47.1% | Reduced |
| CIBC Bancorp USA Inc. | 455,369 | $95.1M | 0.12% | −50,537−10.0% | Reduced |
| Pzena Investment Management LLC | 454,492 | $95.0M | 0.28% | −21,873−4.6% | Reduced |
| Meitav Dash Investments Ltd | 452,100 | $94.5M | 0.64% | +452,100 | New |
| Pinnacle Associates Ltd | 447,409 | $93.5M | 1.02% | −2,065−0.5% | Reduced |
| Gateway Investment Advisers LLC | 445,166 | $93.1M | 0.92% | +467+0.1% | Added |
| DJE Kapital AG | 433,832 | $92.6M | 1.75% | +340,446+364.6% | Added |
| Calamos Advisors LLC | 442,354 | $92.5M | 0.34% | −93,360−17.4% | Reduced |
| Candriam Luxembourg S.C.A. | 440,328 | $92.0M | 0.41% | −21,559−4.7% | Reduced |
| Nykredit A/S | 439,390 | $91.9M | 0.35% | +439,390 | New |
| Blue Sparrow, LLC | 436,465 | $91.2M | 0.88% | −420,656−49.1% | Reduced |
| Public Employees Retirement System of Ohio | 436,106 | $91.2M | 0.27% | −25,645−5.6% | Reduced |
| Primecap Management Co | 431,988 | $90.3M | 0.05% | −400−0.1% | Reduced |
| Public Sector Pension Investment Board | 430,628 | $90.0M | 0.24% | −156,552−26.7% | Reduced |
| Janney Montgomery Scott LLC | 430,401 | $90.0M | 0.17% | +2,497+0.6% | Added |
| Rockefeller Capital Management L.P. | 427,632 | $89.4M | 0.14% | +32,562+8.2% | Added |
| State of Tennessee, Treasury Department | 422,824 | $88.4M | 0.26% | +5,263+1.3% | Added |
| Tredje AP-fonden | 420,404 | $87.9M | 0.40% | +59,946+16.6% | Added |
| Atalanta Sosnoff Capital, LLC | 418,490 | $87.5M | 1.54% | +51,329+14.0% | Added |