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 |
|---|---|---|---|---|---|
| Lazard Freres Gestion S.A.S. | 401,471 | $83.9M | 1.45% | +7,249+1.8% | Added |
| Virginia Retirement Systems Et Al | 392,200 | $82.0M | 0.49% | −12,200−3.0% | Reduced |
| Scotia Capital Inc. | 389,358 | $81.4M | 0.30% | +41,700+12.0% | Added |
| Cetera Investment Advisers | 389,557 | $80.9M | 0.07% | +8,376+2.2% | Added |
| Balyasny Asset Management LLC | 385,328 | $80.5M | 0.15% | −473,233−55.1% | Reduced |
| State of New Jersey Common Pension Fund D | 385,210 | $80.5M | 0.27% | −26,051−6.3% | Reduced |
| Todd Asset Management LLC | 383,090 | $80.1M | 1.42% | +8,049+2.1% | Added |
| First Trust Advisors LP | 379,345 | $79.3M | 0.05% | −158,766−29.5% | Reduced |
| Foundations Investment Advisors, LLC | 378,795 | $79.2M | 0.82% | +28,948+8.3% | Added |
| Basswood Capital Management, L.L.C. | 369,259 | $77.2M | 3.31% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 366,958 | $76.7M | 0.21% | +104,081+39.6% | Added |
| SEB Asset Management AB | 366,406 | $76.6M | 0.29% | +46,770+14.6% | Added |
| Donaldson Capital Management, LLC | 362,259 | $75.7M | 2.17% | −101,448−21.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 356,704 | $75.6M | 0.12% | +219,789+160.5% | Added |
| Commonwealth Equity Services, LLC | 361,074 | $75.5M | 0.09% | −11,272−3.0% | Reduced |
| AMF Pensionsforsakring AB | 360,596 | $75.4M | 0.45% | +11,977+3.4% | Added |
| Hudson Bay Capital Management LP | 355,511 | $74.3M | 0.35% | +181,029+103.8% | Added |
| Rafferty Asset Management, LLC | 351,691 | $73.5M | 0.17% | +57,632+19.6% | Added |
| ABN AMRO Bank N.V. | 347,161 | $73.2M | 0.94% | −6,553−1.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 347,577 | $72.9M | 0.34% | −29,760−7.9% | Reduced |
| Pinebridge Investments LLC | 347,508 | $72.6M | 0.60% | −52,913−13.2% | Reduced |
| Ossiam | 347,404 | $72.6M | 0.96% | +347,404 | New |
| Teachers Retirement System of the State of Kentucky | 346,119 | $72.4M | 0.49% | +7,090+2.1% | Added |
| Colony Group, LLC | 345,268 | $72.2M | 0.07% | −38,351−10.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 345,182 | $72.2M | 0.54% | +69,700+25.3% | Added |
| Fiduciary Trust Co | 344,567 | $72.0M | 0.78% | +4,714+1.4% | Added |
| Czech National Bank | 341,206 | $71.3M | 0.39% | +13,552+4.1% | Added |
| Nearwater Capital Markets, Ltd | 340,000 | $71.1M | 1.23% | +340,000 | New |
| Huntington National Bank | 338,362 | $70.7M | 0.34% | +230,884+214.8% | Added |
| Border to Coast Pensions Partnership Ltd | 337,784 | $70.6M | 1.04% | +58,976+21.2% | Added |
| Annex Advisory Services, LLC | 335,740 | $70.2M | 1.20% | −9,091−2.6% | Reduced |
| CIBC Asset Management Inc | 335,177 | $70.1M | 0.15% | +33,122+11.0% | Added |
| O'Shaughnessy Asset Management, LLC | 329,520 | $68.9M | 0.32% | −15,714−4.6% | Reduced |
| Arizona State Retirement System | 328,814 | $68.7M | 0.35% | +3,528+1.1% | Added |
| Regions Financial Corp | 328,070 | $68.6M | 0.41% | +131,887+67.2% | Added |
| Baird Financial Group, Inc. | 327,172 | $68.4M | 0.09% | +15,709+5.0% | Added |
| Gradient Investments LLC | 318,659 | $66.6M | 0.92% | −8,856−2.7% | Reduced |
| Raiffeisen Bank International AG | 313,029 | $66.3M | 0.78% | +75,789+31.9% | Added |
| Factory Mutual Insurance Co | 315,620 | $66.0M | 0.62% | −13,430−4.1% | Reduced |
| Credit Agricole S A | 315,123 | $65.9M | 0.17% | −193,399−38.0% | Reduced |
| State of Michigan Retirement System | 306,926 | $64.2M | 0.28% | −7,400−2.4% | Reduced |
| Groupama Asset Managment | 300,005 | $63.5M | 0.80% | +6,624+2.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 303,415 | $63.4M | 0.30% | +7,200+2.4% | Added |
| STRS Ohio | 302,226 | $63.2M | 0.24% | −36,336−10.7% | Reduced |
| Oppenheimer Asset Management Inc. | 300,334 | $62.8M | 0.65% | −5,339−1.7% | Reduced |
| Mercer Global Advisors Inc | 298,848 | $62.5M | 0.08% | +74,607+33.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 294,211 | $61.5M | 0.05% | +128,066+77.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 294,047 | $61.5M | 0.12% | +28,877+10.9% | Added |
| AE Wealth Management LLC | 290,836 | $60.8M | 0.28% | −3,129−1.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 290,294 | $60.7M | 0.74% | −34,527−10.6% | Reduced |
| GW&K Investment Management, LLC | 288,780 | $60.4M | 0.47% | −4,688−1.6% | Reduced |
| Fort Washington Investment Advisors Inc | 285,209 | $59.6M | 0.30% | +954+0.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 283,722 | $59.3M | 1.04% | −6,014−2.1% | Reduced |
| Sequoia Financial Advisors, LLC | 280,037 | $58.5M | 0.29% | +8,596+3.2% | Added |
| Pacific Heights Asset Management LLC | 280,000 | $58.5M | 1.85% | +5,000+1.8% | Added |
| QRG Capital Management, Inc. | 279,622 | $58.5M | 0.48% | +30,010+12.0% | Added |
| GWM Advisors LLC | 278,364 | $58.2M | 0.17% | +33,167+13.5% | Added |
| Teewinot Capital Advisers, L.L.C. | 275,682 | $57.6M | 4.17% | −3,069−1.1% | Reduced |
| MetLife Investment Management | 272,972 | $57.1M | 0.26% | −7,016−2.5% | Reduced |
| Cerity Partners LLC | 278,616 | $57.1M | 0.07% | +19,701+7.6% | Added |
| IFM Investors Pty Ltd | 271,816 | $56.8M | 0.38% | +27,005+11.0% | Added |
| Tudor Investment Corp Et Al | 270,000 | $56.4M | 0.23% | +114,104+73.2% | Added |
| DnB Asset Management AS | 267,505 | $55.9M | 0.16% | −45,530−14.5% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 266,962 | $55.8M | 0.46% | +9,386+3.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 264,768 | $55.3M | 0.27% | −15,481−5.5% | Reduced |
| Milford Funds Ltd | 264,258 | $55.2M | 0.90% | +264,258 | New |
| ProShare Advisors LLC | 264,254 | $55.2M | 0.08% | +13,418+5.3% | Added |
| Quadrature Capital Ltd | 262,666 | $54.9M | 0.47% | −105,853−28.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 256,389 | $53.6M | 2.83% | +7,022+2.8% | Added |
| Bollard Group LLC | 256,087 | $53.5M | 1.63% | +8,610+3.5% | Added |
| Zacks Investment Management | 255,287 | $53.4M | 0.38% | −814−0.3% | Reduced |
| Chilton Investment Co LLC | 250,782 | $52.4M | 1.26% | −12,826−4.9% | Reduced |
| Flputnam Investment Management Co | 248,624 | $52.0M | 0.62% | +7,577+3.1% | Added |
| Point72 Asset Management, L.P. | 245,395 | $51.3M | 0.08% | −1,201,025−83.0% | Reduced |
| Advisor Group Holdings, Inc. | 243,088 | $50.9M | 0.06% | +10,554+4.5% | Added |
| Keybank National Association | 237,589 | $49.7M | 0.16% | −7,484−3.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 237,184 | $49.6M | 0.15% | +21,155+9.8% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 229,958 | $48.1M | 0.77% | +142,393+162.6% | Added |
| TCW Group Inc | 229,009 | $47.9M | 0.32% | −3,288−1.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 228,589 | $47.8M | 1.78% | −11,001−4.6% | Reduced |
| Longaeva Partners L.P. | 225,079 | $47.1M | 1.36% | −88,406−28.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 223,549 | $46.7M | 1.95% | −6,919−3.0% | Reduced |
| Varma Mutual Pension Insurance Co | 223,312 | $46.7M | 0.25% | +1,900+0.9% | Added |
| Daiwa Securities Group Inc. | 223,070 | $46.6M | 0.11% | +14,697+7.1% | Added |
| Xponance, Inc. | 218,953 | $45.8M | 0.28% | +12,419+6.0% | Added |
| Boston Trust Walden Corp | 215,325 | $45.0M | 0.34% | +6,604+3.2% | Added |
| Lido Advisors, LLC | 215,117 | $45.0M | 0.16% | +6,922+3.3% | Added |
| JustInvest LLC | 214,934 | $44.9M | 0.37% | +10,732+5.3% | Added |
| Lazard Asset Management LLC | 214,414 | $44.8M | 0.07% | −23,258−9.8% | Reduced |
| First Manhattan Co | 211,022 | $44.1M | 0.11% | −4,044−1.9% | Reduced |
| Heritage Investors Management Corp | 210,199 | $43.9M | 1.22% | −13,596−6.1% | Reduced |
| MAI Capital Management | 210,130 | $43.9M | 0.17% | +49,527+30.8% | Added |
| Castleark Management LLC | 208,542 | $43.6M | 1.18% | +184,862+780.7% | Added |
| Matrix Asset Advisors Inc | 208,042 | $43.5M | 3.54% | −30,018−12.6% | Reduced |
| Crossmark Global Holdings, Inc. | 206,921 | $43.3M | 0.56% | −4,748−2.2% | Reduced |
| USS Investment Management Ltd | 206,196 | $43.1M | 0.17% | −573−0.3% | Reduced |
| Camden Capital, LLC | 205,123 | $42.9M | 2.11% | +410.0% | Added |
| Erste Asset Management GmbH | 202,478 | $42.9M | 0.33% | +67,105+49.6% | Added |
| Peapack Gladstone Financial Corp | 204,988 | $42.9M | 0.49% | −2,801−1.3% | Reduced |
| Amalgamated Bank | 203,238 | $42.5M | 0.29% | −19,478−8.7% | Reduced |