Who holds MSticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

MORGAN STANLEY · COM · quarter ended 2026-03-31 · 32 members disclosed MS ↗

2,050

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$204B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,005

addsholders whose share count rose or who opened the position (new + add), by shares

193

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of MS ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	MITSUBISHI UFJ FINANCIAL GROUP INC	$62.1B	377,085,167	0	no change
2	STATE STREET CORP	$16.7B	101,340,194	−2,514,557	trim
3	BlackRock, Inc.	$15.9B	96,396,889	+1,147,992	add
4	VANGUARD CAPITAL MANAGEMENT LLC	$12.8B	77,715,132	—	no prior
5	JPMORGAN CHASE & CO	$6.9B	43,578,279	+7,863,826	add
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$5.0B	30,240,801	—	no prior
7	GEODE CAPITAL MANAGEMENT, LLC	$4.5B	27,702,674	+632,117	add
8	Fisher Asset Management, LLC	$4.2B	25,600,068	+581,733	add
9	FMR LLC	$3.7B	22,730,023	−3,436,568	trim
10	Capital Research Global Investors	$3.3B	20,270,720	+4,838,407	add
11	BANK OF AMERICA CORP /DE/	$2.7B	16,326,676	+87,533	add
12	AMERIPRISE FINANCIAL INC	$2.3B	13,916,490	−265,171	trim
13	NORTHERN TRUST CORP	$2.1B	12,818,061	+3,948	add
14	UBS Group AG	$2.0B	11,923,338	+1,281,069	add
15	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.9B	11,749,856	−708,446	trim
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.8B	11,017,848	+1,846,193	add
17	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.7B	10,244,669	−57,859	trim
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.6B	9,991,147	+133,347	add
19	Bank of New York Mellon Corp	$1.6B	9,794,288	+422,775	add
20	FRANKLIN RESOURCES INC	$1.5B	9,175,221	+408,813	add
21	Legal & General Group Plc	$1.4B	8,295,263	+33,514	add
22	ROYAL BANK OF CANADA	$1.3B	7,923,829	−1,110,944	trim
23	Invesco Ltd.	$1.3B	7,846,458	+651,781	add
24	DIMENSIONAL FUND ADVISORS LP	$1.2B	7,235,756	+65,739	add
25	Capital International Investors	$1.2B	7,157,310	−13,386,787	trim
26	Amundi	$1.1B	6,981,276	+654,891	add
27	VANGUARD FIDUCIARY TRUST CO	$1.1B	6,753,689	—	no prior
28	BANK OF MONTREAL /CAN/	$1.1B	6,663,292	+25,066	add
29	MORGAN STANLEY	$1.0B	6,127,396	+32,662	add
30	Nuveen, LLC	$922M	5,601,891	+188,636	add
31	BARCLAYS PLC	$858M	5,213,854	+1,615,455	add
32	WELLINGTON MANAGEMENT GROUP LLP	$767M	4,657,771	−11,194,880	trim
33	Boston Partners	$729M	4,429,180	+622,132	add
34	WELLS FARGO & COMPANY/MN	$713M	4,331,016	+105,647	add
35	DEUTSCHE BANK AG\	$678M	4,121,871	+117,945	add
36	MILLENNIUM MANAGEMENT LLC	$658M	3,997,261	+1,722,077	add
37	Janus Henderson Group Ltd.	$646M	3,922,709	−254,240	trim
38	TWO SIGMA INVESTMENTS, LP	$615M	3,739,612	+2,622,799	add
39	HSBC HOLDINGS PLC	$554M	3,366,470	−3,654,210	trim
40	AXIOM INVESTORS LLC /DE	$513M	3,114,846	−485,213	trim
41	ENVESTNET ASSET MANAGEMENT INC	$510M	3,100,379	+291,147	add
42	ALLIANCEBERNSTEIN L.P.	$509M	2,868,763	−335,327	trim
43	PRINCIPAL FINANCIAL GROUP INC	$497M	3,021,966	−127,363	trim
44	CANADA PENSION PLAN INVESTMENT BOARD	$491M	2,984,976	+676,474	add
45	National Pension Service	$486M	2,952,417	+2,952,417	new
46	CITADEL ADVISORS LLC	$471M	2,865,020	−2,297,374	trim
47	Mitsubishi UFJ Asset Management Co., Ltd.	$442M	2,686,910	+177,730	add
48	Vanguard Global Advisers, LLC	$435M	2,645,928	—	no prior
49	Allianz Asset Management GmbH	$430M	2,613,380	+326,073	add
50	Sumitomo Mitsui Trust Group, Inc.	$418M	2,542,196	−139,926	trim
51	Neuberger Berman Group LLC	$392M	2,383,354	+107,646	add
52	VANGUARD ASSET MANAGEMENT, Ltd	$380M	2,308,186	—	no prior
53	TD ASSET MANAGEMENT INC	$351M	2,131,499	+1,583,588	add
54	LPL Financial LLC	$328M	1,992,841	+63,366	add
55	RAYMOND JAMES FINANCIAL INC	$324M	1,969,551	+16,913	add
56	CITIGROUP INC	$308M	1,872,878	+368,160	add
57	D. E. Shaw & Co., Inc.	$307M	1,864,278	+884,814	add
58	Ensign Peak Advisors, Inc	$305M	1,850,620	+135,194	add
59	PRUDENTIAL FINANCIAL INC	$299M	1,815,816	+76,516	add
60	FIFTH THIRD BANCORP	$296M	1,799,762	+266,445	add
61	Corient Private Wealth LLC	$277M	1,685,994	−2,941,973	trim
62	STIFEL FINANCIAL CORP	$270M	1,638,520	+2,443	add
63	Capital World Investors	$266M	1,616,422	+1,007,472	add
64	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$257M	1,562,523	+553,374	add
65	NEW YORK STATE COMMON RETIREMENT FUND	$253M	1,537,355	−19,200	trim
66	FIL Ltd	$247M	1,498,694	−708,223	trim
67	VOYA INVESTMENT MANAGEMENT LLC	$239M	1,452,035	−2,105,757	trim
68	Point72 Asset Management, L.P.	$238M	1,446,420	+796,332	add
69	Cullen Capital Management, LLC	$236M	1,433,565	−71,362	trim
70	SEI INVESTMENTS CO	$232M	1,410,293	+666,754	add
71	AMERICAN CENTURY COMPANIES INC	$230M	1,400,026	+298,733	add
72	SAMLYN CAPITAL, LLC	$218M	1,323,544	−169,525	trim
73	HighTower Advisors, LLC	$215M	1,331,983	−209,471	trim
74	Hamlin Capital Management, LLC	$212M	1,288,720	−107,637	trim
75	COMMERCE BANK	$212M	1,286,011	+126,137	add
76	Alecta Tjanstepension Omsesidigt	$210M	1,279,100	+337,100	add
77	Connor, Clark & Lunn Investment Management Ltd.	$206M	1,252,759	+514,285	add
78	NATIONAL BANK OF CANADA /FI/	$205M	1,247,157	+455,994	add
79	Focused Investors LLC	$202M	1,228,350	−30,600	trim
80	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$202M	1,227,123	−1,131,471	trim
81	Squarepoint Ops LLC	$197M	1,199,201	+514,301	add
82	Evercore Wealth Management, LLC	$194M	1,177,393	−39,209	trim
83	Aberdeen Group plc	$190M	1,151,520	+31,398	add
84	Alyeska Investment Group, L.P.	$185M	1,123,489	+310,100	add
85	Universal- Beteiligungs- und Servicegesellschaft mbH	$183M	1,122,601	−1,071	trim
86	AVIVA PLC	$179M	1,085,430	+29,028	add
87	Qube Research & Technologies Ltd	$177M	1,074,334	−881,658	trim
88	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$167M	1,014,187	−20,551	trim
89	Clark Capital Management Group, Inc.	$163M	992,717	−80,001	trim
90	ADAGE CAPITAL PARTNERS GP, L.L.C.	$160M	972,734	+50,100	add
91	Winslow Capital Management, LLC	$159M	965,439	+965,439	new
92	NORDEA INVESTMENT MANAGEMENT AB	$156M	975,478	+10,155	add
93	Alphinity Investment Management Pty Ltd	$155M	944,858	−1,789,627	trim
94	BNP Paribas Asset Management Holding S.A.	$152M	921,510	−511,941	trim
95	Quantinno Capital Management LP	$151M	917,669	+247,186	add
96	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$151M	914,518	−161,640	trim
97	Mariner, LLC	$148M	896,855	+21,134	add
98	OFI INVEST ASSET MANAGEMENT	$144M	1,009,800	+510,592	add
99	Swedbank AB	$144M	875,865	−30,276	trim
100	FEDERATED HERMES, INC.	$142M	862,849	+100,701	add
101	BALYASNY ASSET MANAGEMENT L.P.	$141M	858,561	−1,375,614	trim
102	CIBC WORLD MARKET INC.	$141M	855,631	+338,155	add
103	VICTORY CAPITAL MANAGEMENT INC	$141M	854,305	−116,003	trim
104	MACKENZIE FINANCIAL CORP	$140M	851,956	+245,156	add
105	DANSKE BANK A/S	$140M	848,561	+109,331	add
106	STOREBRAND ASSET MANAGEMENT AS	$138M	835,905	—	no prior
107	RBF Capital, LLC	$133M	810,432	−810,432	trim
108	Swiss Life Asset Management Ltd	$132M	804,732	+40,149	add
109	Retirement Systems of Alabama	$130M	789,590	−19,555	trim
110	Douglas Lane & Associates, LLC	$129M	781,579	−18,960	trim
111	AustralianSuper Pty Ltd	$125M	760,386	+567,181	add
112	M&T BANK CORP	$125M	757,323	−41,253	trim
113	Robeco Institutional Asset Management B.V.	$124M	753,957	+69,736	add
114	US BANCORP \DE\	$118M	719,372	−22,100	trim
115	BANK OF NOVA SCOTIA	$118M	715,042	−45,436	trim
116	Pictet Asset Management Holding SA	$117M	713,742	−119,677	trim
117	STATE OF WISCONSIN INVESTMENT BOARD	$113M	687,619	+36,558	add
118	Bank Julius Baer & Co. Ltd, Zurich	$112M	687,175	+23,002	add
119	RENAISSANCE TECHNOLOGIES LLC	$111M	674,111	+674,111	new
120	ROYAL LONDON ASSET MANAGEMENT LTD	$107M	652,909	−3,223	trim
121	Aristotle Capital Management, LLC	$106M	646,691	−16,796	trim
122	PFA Pension, Forsikringsaktieselskab	$106M	646,606	+646,606	new
123	Asset Management One Co., Ltd.	$104M	634,328	−12,243	trim
124	UniSuper Management Pty Ltd	$104M	633,217	+10,265	add
125	APG Asset Management N.V.	$103M	719,987	+16,353	add
126	Korea Investment CORP	$102M	618,143	−167,079	trim
127	NATIXIS	$101M	615,726	+434,424	add
128	AGF MANAGEMENT LTD	$101M	615,698	+343,593	add
129	Holocene Advisors, LP	$101M	611,417	−1,118,318	trim
130	Chevy Chase Trust Holdings, LLC	$98.5M	598,598	−19,790	trim
131	Zurcher Kantonalbank (Zurich Cantonalbank)	$97.4M	591,649	+591,649	new
132	Vanguard Investments Australia, Ltd.	$97.2M	590,393	—	no prior
133	PUBLIC SECTOR PENSION INVESTMENT BOARD	$96.6M	587,180	+279,597	add
134	TRUIST FINANCIAL CORP	$95.4M	579,692	+14,663	add
135	Artisan Partners Limited Partnership	$95.3M	578,804	−15,627	trim
136	Junto Capital Management LP	$93.0M	565,255	−428,544	trim
137	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$92.8M	563,901	+306,252	add
138	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$92.8M	699,710	−271,746	trim
139	AQR CAPITAL MANAGEMENT LLC	$91.2M	561,713	+118,973	add
140	FIRST TRUST ADVISORS LP	$88.6M	538,111	−27,642	trim
141	Calamos Advisors LLC	$88.2M	535,714	+91,180	add
142	Mitsubishi UFJ Trust & Banking Corp	$87.7M	532,613	+59,257	add
143	TORONTO DOMINION BANK	$85.1M	516,785	−28,712	trim
144	CAPITAL ADVISORS INC/OK	$83.8M	509,435	+2,576	add
145	CREDIT AGRICOLE S A	$83.7M	508,522	+47,853	add
146	CIBC Bancorp USA Inc.	$83.3M	505,906	—	no prior
147	KLP KAPITALFORVALTNING AS	$82.5M	501,089	+6,100	add
148	WESTFIELD CAPITAL MANAGEMENT CO LP	$81.7M	496,558	+496,558	new
149	WORLDQUANT MILLENNIUM ADVISORS LLC	$81.6M	495,812	−60,966	trim
150	NOMURA ASSET MANAGEMENT CO LTD	$80.6M	490,026	−19,876	trim
151	Creative Planning	$79.1M	480,544	+26,772	add
152	Life Cycle Investment Partners Ltd	$79.1M	480,392	+167,970	add
153	PZENA INVESTMENT MANAGEMENT LLC	$78.4M	476,365	+4,126	add
154	TD Waterhouse Canada Inc.	$77.9M	469,774	+196,267	add
155	DONALDSON CAPITAL MANAGEMENT, LLC	$76.3M	463,707	+1,197	add
156	Candriam S.C.A.	$76.0M	461,887	+28,783	add
157	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$76.0M	461,751	−9,680	trim
158	Eurizon Capital SGR S.p.A.	$76.0M	464,228	−66,303	trim
159	NISA INVESTMENT ADVISORS, LLC	$75.8M	460,362	−70,485	trim
160	PINNACLE ASSOCIATES LTD	$74.0M	449,474	−2,370	trim
161	GATEWAY INVESTMENT ADVISERS LLC	$73.2M	444,699	+5,350	add
162	MML INVESTORS SERVICES, LLC	$71.8M	436,384	−66,741	trim
163	PRIMECAP MANAGEMENT CO/CA/	$71.2M	432,388	0	no change
164	Lansforsakringar Fondforvaltning AB (publ)	$70.1M	426,187	−26,900	trim
165	Banco Santander, S.A.	$68.7M	417,740	+979	add
166	Fullerton Fund Management Co Ltd.	$68.3M	414,871	+414,871	new
167	State of New Jersey Common Pension Fund D	$67.7M	411,261	−2,455	trim
168	Rockefeller Capital Management L.P.	$65.0M	395,070	−34,599	trim
169	Focus Partners Wealth	$63.3M	383,619	−3,233	trim
170	Man Group plc	$62.4M	378,939	−105,082	trim
171	TODD ASSET MANAGEMENT LLC	$61.7M	375,041	−3,409	trim
172	Resona Asset Management Co.,Ltd.	$61.7M	377,337	+3,094	add
173	COMMONWEALTH EQUITY SERVICES, LLC	$61.3M	372,346	−35,691	trim
174	Cetera Investment Advisers	$61.1M	381,181	+28,518	add
175	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$60.8M	369,259	0	no change
176	Quadrature Capital Ltd	$60.6M	368,519	+192,735	add
177	ATALANTA SOSNOFF CAPITAL, LLC	$60.4M	367,161	+52,249	add
178	Tredje AP-fonden	$59.3M	360,458	+126,957	add
179	FOUNDATIONS INVESTMENT ADVISORS, LLC	$57.6M	349,847	+32,657	add
180	AMF Tjanstepension AB	$57.4M	348,619	−800	trim
181	ABN AMRO Bank N.V.	$57.3M	353,714	+62,528	add
182	SCOTIA CAPITAL INC.	$57.2M	347,658	+143,725	add
183	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$56.8M	345,234	+55,920	add
184	Annex Advisory Services, LLC	$56.7M	344,831	+9,990	add
185	FIDUCIARY TRUST CO	$55.9M	339,853	−1,544	trim
186	FACTORY MUTUAL INSURANCE CO	$54.2M	329,050	0	no change
187	Czech National Bank	$53.9M	327,654	+9,155	add
188	Gradient Investments LLC	$53.9M	327,515	−2,251	trim
189	Arizona State Retirement System	$53.5M	325,286	−10,946	trim
190	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$53.5M	324,821	+2,488	add
191	SEB Asset Management AB	$52.6M	319,636	—	no prior
192	STATE OF MICHIGAN RETIREMENT SYSTEM	$51.7M	314,326	−1,900	trim
193	Longaeva Partners L.P.	$51.6M	313,485	+170,556	add
194	DnB Asset Management AS	$51.5M	313,035	+23,677	add
195	Baird Financial Group, Inc.	$51.3M	311,463	+311,463	new
196	OPPENHEIMER ASSET MANAGEMENT INC.	$50.3M	305,673	+4,215	add
197	CIBC Asset Management Inc	$49.7M	302,055	+4,740	add
198	Zurich Insurance Group Ltd/FI	$49.3M	299,872	−486,667	trim
199	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$48.7M	296,215	+110,182	add
200	Rafferty Asset Management, LLC	$48.4M	294,059	−76,634	trim
201	AE Wealth Management LLC	$48.4M	293,965	+139,071	add
202	GROUPAMA ASSET MANAGMENT	$48.3M	293,381	+2,871	add
203	Badgley Phelps Wealth Managers, LLC	$47.7M	289,736	−6,212	trim
204	CHILTON CAPITAL MANAGEMENT LLC	$46.6M	283,087	+2,297	add
205	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$46.1M	280,249	−709	trim
206	MetLife Investment Management, LLC	$46.1M	279,988	−8,648	trim
207	Teewinot Capital Advisers, L.L.C.	$45.9M	278,751	+37,580	add
208	PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$45.3M	275,000	+25,000	add
209	Sequoia Financial Advisors, LLC	$44.7M	271,441	+66	add
210	Mirae Asset Global Investments Co., Ltd.	$43.6M	265,170	+42,326	add
211	TEACHER RETIREMENT SYSTEM OF TEXAS	$43.3M	262,877	−38,486	trim
212	Cerity Partners LLC	$42.6M	258,915	−16,784	trim
213	ZACKS INVESTMENT MANAGEMENT	$42.1M	256,101	+185,739	add
214	Empowered Funds, LLC	$41.6M	252,788	+252,788	new
215	ProShare Advisors LLC	$41.3M	250,836	−4,371	trim
216	QRG CAPITAL MANAGEMENT, INC.	$41.1M	249,612	+33,089	add
217	MOODY LYNN LIEBERSON & WALKER, LLC	$41.0M	249,367	−12,938	trim
218	NewEdge Advisors, LLC	$40.4M	245,197	+245,197	new
219	KEYBANK NATIONAL ASSOCIATION/OH	$40.3M	245,073	+782	add
220	IFM Investors Pty Ltd	$40.3M	244,811	+11,206	add
221	FLPUTNAM INVESTMENT MANAGEMENT CO	$39.7M	241,047	+64,765	add
222	Caldwell Investment Management Ltd.	$39.6M	250,000	+250,000	new
223	BEACON INVESTMENT ADVISORY SERVICES, INC.	$39.4M	239,590	−38,374	trim
224	MATRIX ASSET ADVISORS INC/NY	$39.2M	238,060	−22,443	trim
225	LAZARD ASSET MANAGEMENT LLC	$39.1M	237,672	+77,579	add
226	Rokos Capital Management LLP	$39.0M	236,721	−388,241	trim
227	OSAIC HOLDINGS, INC.	$38.3M	232,534	+18,170	add
228	CONNING INC.	$37.1M	225,677	+34,395	add
229	MERCER GLOBAL ADVISORS INC /ADV	$36.9M	224,241	+23,104	add
230	Varma Mutual Pension Insurance Co	$36.4M	221,412	0	no change
231	Federation des caisses Desjardins du Quebec	$35.6M	216,029	+29,891	add
232	FIRST MANHATTAN CO. LLC.	$35.4M	215,066	−4,556	trim
233	CWM, LLC	$35.2M	213,933	+76,245	add
234	Crossmark Global Holdings, Inc.	$34.8M	211,669	—	no prior
235	Daiwa Securities Group Inc.	$34.3M	208,373	+10,029	add
236	Lido Advisors, LLC	$34.3M	208,195	−47,324	trim
237	USS Investment Management Ltd	$34.0M	206,769	+3,300	add
238	XPONANCE LLC	$34.0M	206,534	+26,020	add
239	Vanguard Personalized Indexing Management, LLC	$33.6M	204,202	+6,804	add
240	Ethic Inc.	$32.8M	199,266	+2,367	add
241	J.P. Marvel Investment Advisors, LLC	$32.6M	197,873	−290	trim
242	REGIONS FINANCIAL CORP	$32.3M	196,183	+175,255	add
243	BAILARD, INC.	$31.4M	190,960	−3,311	trim
244	JANE STREET GROUP, LLC	$31.1M	189,267	−924,694	trim
245	PICTON MAHONEY ASSET MANAGEMENT	$30.6M	186,230	−18,778	trim
246	Utah Retirement Systems	$30.4M	184,452	−5,833	trim
247	ARS Investment Partners, LLC	$30.2M	183,657	+58,088	add
248	Maple Capital Management, Inc.	$29.8M	181,370	−40,428	trim
249	Migdal Insurance & Financial Holdings Ltd.	$29.8M	181,208	+181,208	new
250	Midwest Trust Co	$29.2M	177,523	+14,780	add
251	Sumitomo Mitsui DS Asset Management Company, Ltd	$29.1M	176,866	+2,356	add
252	Wealthfront Advisers LLC	$29.1M	176,673	+13,713	add
253	Pathstone Holdings, LLC	$29.0M	176,081	−4,121	trim
254	Hudson Bay Capital Management LP	$28.7M	174,482	−42,392	trim
255	NEOS Investment Management LLC	$28.6M	173,620	+5,776	add
256	Andra AP-fonden	$28.5M	173,220	+153,623	add
257	ASSETMARK, INC	$28.3M	171,725	+11,305	add
258	BROWN ADVISORY INC	$28.2M	171,309	+3,194	add
259	Rakuten Investment Management, Inc.	$28.2M	177,759	+19,314	add
260	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$28.0M	170,147	−334	trim
261	Voleon Capital Management LP	$27.8M	168,700	+134,367	add
262	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$27.3M	166,145	−9,318	trim
263	UMB Bank, n.a.	$27.3M	166,037	−7,480	trim
264	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$26.9M	163,628	−48,829	trim
265	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$26.7M	163,304	−130,248	trim
266	PITTENGER & ANDERSON INC	$26.5M	160,825	+2,075	add
267	MAI Capital Management	$26.4M	160,603	−1,838	trim
268	Boston Common Asset Management, LLC	$26.3M	159,949	−52,657	trim
269	ASR Vermogensbeheer N.V.	$26.1M	158,794	+2,908	add
270	OP Asset Management Ltd	$26.0M	157,931	—	no prior
271	Sanctuary Advisors, LLC	$25.7M	156,416	−8,284	trim
272	Harvest Portfolios Group Inc.	$25.7M	156,338	−10,087	trim
273	BLAIR WILLIAM & CO/IL	$25.7M	156,160	−553	trim
274	&PARTNERS	$25.7M	156,335	+9,644	add
275	Clearbridge Investments, LLC	$25.7M	155,935	−113,771	trim
276	TUDOR INVESTMENT CORP ET AL	$25.7M	155,896	−556,340	trim
277	Pinnacle Financial Partners, Inc.	$25.6M	155,538	+9,826	add
278	ABN AMRO INVESTMENT SOLUTIONS	$25.4M	154,423	−16,602	trim
279	NISSAY ASSET MANAGEMENT CORP /JAPAN	$25.1M	152,822	+1,156	add
280	Vontobel Holding Ltd.	$25.1M	152,600	−33,818	trim
281	KESTRA PRIVATE WEALTH SERVICES, LLC	$24.9M	151,390	−4,530	trim
282	GLENMEDE TRUST CO NA	$24.8M	150,782	−1,357	trim
283	Perpetual Ltd	$24.8M	150,534	−16,964	trim
284	HUB Investment Partners, LLC	$24.2M	147,072	−16,603	trim
285	Kestra Advisory Services, LLC	$24.0M	145,922	+176	add
286	SCS Capital Management LLC	$23.9M	145,098	−13,844	trim
287	IEQ CAPITAL, LLC	$23.8M	144,805	+33,467	add
288	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$23.6M	143,704	−2,417	trim
289	Hound Partners, LLC	$23.3M	141,570	+141,570	new
290	Capital International, Inc./CA/	$23.3M	141,564	−8,465	trim
291	NFJ INVESTMENT GROUP, LLC	$23.3M	141,396	+17,517	add
292	NorthCrest Asset Manangement, LLC	$23.2M	140,158	−42,577	trim
293	YOUSIF CAPITAL MANAGEMENT, LLC	$23.2M	141,081	−7,018	trim
294	Woodline Partners LP	$22.9M	138,969	−145,040	trim
295	MACQUARIE GROUP LTD	$22.8M	138,589	−236,206	trim
296	Allspring Global Investments Holdings, LLC	$22.8M	136,915	+214	add
297	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$22.7M	137,841	−500	trim
298	LGT CAPITAL PARTNERS LTD.	$22.4M	136,194	−75,829	trim
299	Copeland Capital Management, LLC	$22.2M	135,026	+135,026	new
300	Illinois Municipal Retirement Fund	$21.9M	133,220	+19,449	add
301	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$21.9M	133,214	−4,963	trim
302	PRUDENTIAL PLC	$21.9M	132,850	+15,252	add
303	Generali Asset Management SPA SGR	$21.6M	131,228	+2,264	add
304	Telos Capital Management, Inc.	$21.5M	130,873	−2,266	trim
305	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$21.2M	128,953	+805	add
306	Vinva Investment Management Ltd	$21.0M	132,754	+53,997	add
307	Dai-ichi Life Insurance Company, Ltd	$20.8M	126,233	−7,657	trim
308	EDGAR LOMAX CO/VA	$20.7M	125,975	−146,335	trim
309	AIA Group Ltd	$20.6M	125,392	+54,816	add
310	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$20.5M	124,852	+124,852	new
311	Nexus Investment Management ULC	$19.7M	119,778	+2,751	add
312	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$19.6M	119,028	−105,324	trim
313	ExodusPoint Capital Management, LP	$19.5M	118,759	+53,771	add
314	Covea Finance	$19.3M	117,570	−12,830	trim
315	Schonfeld Strategic Advisors LLC	$19.3M	117,068	+115,132	add
316	Apollon Wealth Management, LLC	$19.1M	116,308	+33,108	add
317	Oak Harvest Investment Services	$18.8M	114,163	+535	add
318	Curi Capital, LLC	$18.6M	113,297	−7,298	trim
319	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$18.6M	112,760	−807,035	trim
320	HB Wealth Management, LLC	$18.5M	112,615	+29,842	add
321	Waverly Advisors, LLC	$18.5M	112,548	+25,515	add
322	BRIDGER MANAGEMENT, LLC	$18.5M	112,293	−24,400	trim
323	Haverford Trust Co	$17.9M	108,921	+593	add
324	Elo Mutual Pension Insurance Co	$17.7M	107,422	−9,511	trim
325	Aptus Capital Advisors, LLC	$17.2M	104,307	−150,004	trim
326	New Republic Capital, LLC	$17.1M	104,015	−265	trim
327	B. Metzler seel. Sohn & Co. AG	$17.0M	103,158	−17,299	trim
328	BTC Capital Management, Inc.	$16.9M	102,546	−4,404	trim
329	Investment Management Corp of Ontario	$16.8M	102,332	+2,872	add
330	PANAGORA ASSET MANAGEMENT INC	$16.8M	102,296	−105,030	trim
331	BOKF, NA	$16.6M	101,153	−4,177	trim
332	Merit Financial Group, LLC	$16.5M	100,237	+11,813	add
333	IMC-Chicago, LLC	$16.2M	98,629	+68,302	add
334	American Assets Investment Management, LLC	$16.1M	132,000	0	no change
335	Blue Chip Partners, LLC	$16.0M	97,464	−5,334	trim
336	GW HENSSLER & ASSOCIATES LTD	$15.7M	95,538	−626	trim
337	HOWE & RUSLING INC	$15.6M	94,646	−2,654	trim
338	CONNORS INVESTOR SERVICES INC	$15.4M	93,350	−39,013	trim
339	BAXTER BROS INC	$15.3M	93,208	−1,893	trim
340	DJE Kapital AG	$15.1M	93,386	−420,469	trim
341	Allworth Financial LP	$15.1M	91,496	+7,007	add
342	Optiver Holding B.V.	$14.9M	90,811	+73,489	add
343	Interval Partners, LP	$14.9M	90,802	−35,523	trim
344	Calamos Wealth Management LLC	$14.8M	89,881	+2,294	add
345	ALLIANZ SE	$14.6M	88,907	0	no change
346	JUPITER ASSET MANAGEMENT LTD	$14.6M	88,413	−139,938	trim
347	Avanza Fonder AB	$14.5M	88,348	−544	trim
348	LOWE BROCKENBROUGH & CO INC	$14.5M	88,015	+448	add
349	OMERS ADMINISTRATION Corp	$14.4M	87,785	+15,669	add
350	Danica Pension, Livsforsikringsaktieselskab	$14.4M	87,565	+87,565	new
351	Orion Porfolio Solutions, LLC	$14.4M	87,343	−5,791	trim
352	Steward Partners Investment Advisory, LLC	$14.3M	86,642	−15,064	trim
353	Livforsakringsbolaget Skandia, Omsesidigt	$14.2M	86,138	+6,947	add
354	OpenArc Corporate Advisory, LLC	$14.1M	85,953	+15,985	add
355	Kintegral Advisory, LLC	$14.1M	85,516	−3,792	trim
356	Edgestream Partners, L.P.	$14.0M	85,059	+28,051	add
357	Advisors Asset Management, Inc.	$14.0M	84,909	+6,712	add
358	LEVEL FOUR ADVISORY SERVICES, LLC	$13.9M	84,685	+5,614	add
359	Vident Advisory, LLC	$13.7M	83,168	+10,712	add
360	J. Safra Sarasin Holding AG	$13.6M	82,993	+60,032	add
361	ROCKLAND TRUST CO	$13.5M	82,129	+1,570	add
362	INTECH INVESTMENT MANAGEMENT LLC	$13.3M	80,856	+9,181	add
363	GERMAN AMERICAN BANCORP, INC.	$13.3M	80,737	+85	add
364	Banque Cantonale Vaudoise	$13.1M	79,614	+126	add
365	EAGLE CAPITAL MANAGEMENT LLC	$13.1M	79,588	0	no change
366	BANQUE PICTET & CIE SA	$13.0M	79,292	−5,656	trim
367	Osmosis Investment Management UK Ltd	$12.9M	78,453	−13,765	trim
368	Private Advisor Group, LLC	$12.8M	77,813	−4,161	trim
369	ELEVATION POINT WEALTH PARTNERS, LLC	$12.8M	77,770	+19,520	add
370	Tidal Investments LLC	$12.5M	75,950	+15,433	add
371	McGuire Investment Group, LLC	$12.5M	75,892	−5,100	trim
372	SHELTON CAPITAL MANAGEMENT	$12.4M	75,237	−88,142	trim
373	Oliver Luxxe Assets LLC	$12.3M	75,043	−768	trim
374	Mediolanum International Funds Ltd	$12.3M	77,374	+4,129	add
375	Vestmark Advisory Solutions, Inc.	$12.3M	74,449	+9,018	add
376	Venture Visionary Partners LLC	$12.2M	74,311	+8,118	add
377	Atria Investments, Inc	$12.2M	74,105	+2,368	add
378	Norinchukin Bank, The	$12.1M	73,357	−205	trim
379	SIMPLEX TRADING, LLC	$12.0M	73,071	+5,845	add
380	MIZUHO SECURITIES USA LLC	$12.0M	72,732	−15,218	trim
381	Westbourne Investment Advisors, Inc.	$11.7M	71,372	−56	trim
382	LEUTHOLD GROUP, LLC	$11.7M	71,004	+975	add
383	Texas Capital Bank Wealth Management Services Inc	$11.7M	70,947	−3,150	trim
384	STRATEGIC PLANNING GROUP, LLC	$11.6M	70,639	−5,029	trim
385	D.A. DAVIDSON & CO.	$11.4M	69,474	−565	trim
386	Cinctive Capital Management LP	$11.4M	69,001	−11,990	trim
387	HARTFORD INVESTMENT MANAGEMENT CO	$11.3M	68,679	−1,147	trim
388	Empirical Finance, LLC	$11.3M	68,648	+2,224	add
389	New Age Alpha Advisors, LLC	$11.2M	67,851	−1,764	trim
390	Alley Investment Management Company, LLC	$11.2M	67,832	−702	trim
391	Think Investments LP	$11.2M	67,800	+67,800	new
392	Cyndeo Wealth Partners, LLC	$11.0M	66,832	−26,737	trim
393	Lombard Odier Asset Management (Switzerland) SA	$10.8M	65,909	−2,400	trim
394	EASTERN BANK	$10.8M	65,767	+57,908	add
395	CITIZENS FINANCIAL GROUP INC/RI	$10.8M	65,709	−5,992	trim
396	GUGGENHEIM CAPITAL LLC	$10.7M	64,912	+5,849	add
397	HOURGLASS CAPITAL, LLC	$10.5M	64,100	−6,050	trim
398	Emerald Investment Advisers, LLC	$10.4M	63,315	—	no prior
399	Baugh & Associates, LLC	$10.4M	63,063	+1,041	add
400	Concurrent Investment Advisors, LLC	$10.3M	62,689	−13,649	trim
401	Walleye Capital LLC	$10.0M	60,902	−39,988	trim
402	Laird Norton Wetherby Trust Company, LLC	$10.0M	60,722	+438	add
403	Sterling Capital Management LLC	$10.0M	60,704	+8,170	add
404	ALBION FINANCIAL GROUP /UT	$9.9M	59,866	−967	trim
405	Trifecta Capital Advisors, LLC	$9.8M	59,570	+1,422	add
406	MONTAG A & ASSOCIATES INC	$9.8M	59,539	−2,638	trim
407	Ballentine Partners, LLC	$9.8M	59,337	+11	add
408	Assenagon Asset Management S.A.	$9.8M	59,293	+1,743	add
409	Iowa State Bank	$9.7M	59,071	−531	trim
410	GLOBALT Investments LLC / GA	$9.7M	59,057	−2,082	trim
411	COLDSTREAM CAPITAL MANAGEMENT INC	$9.7M	58,794	−9,512	trim
412	Aquatic Capital Management LLC	$9.6M	58,592	+26,325	add
413	NatWest Group plc	$9.6M	58,275	−11,231	trim
414	Caprock Group, LLC	$9.6M	58,264	+39	add
415	INTACT INVESTMENT MANAGEMENT INC.	$9.6M	58,100	−400	trim
416	OPPENHEIMER & CO INC	$9.5M	57,828	−19,513	trim
417	BW Gestao de Investimentos Ltda.	$9.5M	57,756	+10,811	add
418	Nordwand Advisors, LLC	$9.5M	57,644	+300	add
419	Prana Capital Management, LP	$9.5M	57,609	+57,609	new
420	ADVOCATE GROUP LLC	$9.4M	57,172	−4,112	trim
421	Maryland State Retirement & Pension System	$9.4M	57,043	−369	trim
422	LOOMIS SAYLES & CO L P	$9.3M	56,723	+2,570	add
423	CHOREO, LLC	$9.2M	56,131	+2,829	add
424	FJ Capital Management LLC	$9.2M	56,089	−18,670	trim
425	BECKER CAPITAL MANAGEMENT INC	$9.2M	55,746	−116	trim
426	OLD SECOND NATIONAL BANK OF AURORA	$9.1M	55,551	+2,791	add
427	Equitable Holdings, Inc.	$9.1M	51,696	+19,604	add
428	DCM Advisors, LLC	$9.0M	61,023	−6,886	trim
429	Polar Capital Holdings Plc	$9.0M	54,810	−12,722	trim
430	ING GROEP NV	$9.0M	54,640	−2,212	trim
431	Financiere des Professionnels - Fonds d'investissement inc.	$8.9M	53,799	+53,799	new
432	Groupe la Francaise	$8.8M	53,631	+2,453	add
433	Siemens Fonds Invest GmbH	$8.6M	52,511	−689	trim
434	Union Bancaire Privee, UBP SA	$8.6M	60,912	−29,098	trim
435	SevenBridge Financial Group, LLC	$8.5M	44,661	+1,201	add
436	Vise Technologies, Inc.	$8.5M	47,986	0	no change
437	Pinnacle Wealth Management Advisory Group, LLC	$8.5M	51,630	+1,095	add
438	Private Wealth Partners, LLC	$8.4M	51,336	−462	trim
439	Consolidated Investment Group LLC	$8.4M	51,040	+1,825	add
440	Lorne Steinberg Wealth Management Inc.	$8.4M	51,021	−187	trim
441	Diversified Trust Co	$8.4M	50,992	+120	add
442	Tower Research Capital LLC (TRC)	$8.4M	50,968	+5,072	add
443	FIRST NATIONAL TRUST CO	$8.4M	50,742	+1,215	add
444	Independent Advisor Alliance	$8.3M	50,622	+11,876	add
445	NIGHTVIEW CAPITAL, LLC	$8.1M	48,922	+2,064	add
446	Sarasin & Partners LLP	$8.0M	48,495	+876	add
447	NorthCoast Asset Management LLC	$8.0M	48,358	+1,922	add
448	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$7.9M	48,236	+48,236	new
449	AG2R LA MONDIALE GESTION D'ACTIFS	$7.9M	47,726	+203	add
450	Joel Isaacson & Co., LLC	$7.8M	47,621	−988	trim
451	HOEY INVESTMENTS, INC	$7.7M	47,031	+1,179	add
452	PRINCIPAL SECURITIES, INC.	$7.7M	46,954	+2,404	add
453	EP Wealth Advisors, LLC	$7.7M	46,909	+2,854	add
454	Brooklyn Investment Group	$7.5M	45,775	+11,488	add
455	Plato Investment Management Ltd	$7.5M	45,493	+6,477	add
456	UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO	$7.5M	45,431	−1,772	trim
457	Elk River Wealth Management LLC	$7.5M	45,424	−1,880	trim
458	Gotham Asset Management, LLC	$7.4M	45,234	+328	add
459	Envestnet Portfolio Solutions, Inc.	$7.4M	44,887	−66,928	trim
460	Sienna Gestion	$7.4M	46,245	+46,245	new
461	Xcel Wealth Management, LLC	$7.4M	44,745	−4,315	trim
462	Occidental Asset Management, LLC	$7.3M	44,436	+826	add
463	Metis Global Partners, LLC	$7.3M	44,302	−4,877	trim
464	Savant Capital, LLC	$7.3M	44,108	+7,368	add
465	Greystone Financial Group, LLC	$7.3M	44,070	−36,515	trim
466	Trajan Wealth LLC	$7.2M	43,998	+1,620	add
467	Cercano Management LLC	$7.2M	43,762	+40,950	add
468	Orange Investment Advisors, Inc.	$7.2M	43,748	−8,640	trim
469	Stratos Investment Management, LLC	$7.2M	43,669	−8,457	trim
470	Perigon Wealth Management, LLC	$7.2M	43,544	+934	add
471	Stenger Family Office, LLC	$7.2M	43,495	+1,840	add
472	LBP AM SA	$7.1M	43,138	−63,742	trim
473	Madison Asset Management, LLC	$7.0M	42,790	−58,318	trim
474	HENNESSY ADVISORS INC	$7.0M	42,700	−4,300	trim
475	Socorro Asset Management LP	$7.0M	42,673	−20,562	trim
476	Summit Financial, LLC	$7.0M	42,501	−2,667	trim
477	FIRST CITIZENS BANK & TRUST CO	$7.0M	42,430	+28,656	add
478	NOMURA HOLDINGS INC	$7.0M	42,396	−49,536	trim
479	Arax Advisory Partners	$7.0M	42,271	+9,688	add
480	TOKIO MARINE ASSET MANAGEMENT CO LTD	$6.9M	42,201	+1,657	add
481	Ameritas Investment Partners, Inc.	$6.9M	42,133	−1,421	trim
482	GREENWOOD CAPITAL ASSOCIATES LLC	$6.9M	41,992	−13,814	trim
483	SkyOak Wealth, LLC	$6.9M	41,878	−153	trim
484	Global Wealth Management Investment Advisory, Inc.	$6.9M	41,775	+1,316	add
485	LMCG INVESTMENTS, LLC	$6.9M	41,702	−37,062	trim
486	Canada Post Corp Registered Pension Plan	$6.8M	41,540	−1,365	trim
487	Polar Asset Management Partners Inc.	$6.8M	41,495	−23,605	trim
488	Quantbot Technologies LP	$6.8M	41,300	+33,563	add
489	K.J. Harrison & Partners Inc	$6.7M	40,731	+13,022	add
490	Sowell Financial Services LLC	$6.7M	40,467	+9,671	add
491	RITHOLTZ WEALTH MANAGEMENT	$6.6M	40,200	+1,848	add
492	E. Ohman J:or Asset Management AB	$6.6M	40,117	−2,200	trim
493	Geremia Financial Services, LLC	$6.6M	40,000	+40,000	new
494	Stokes Capital Advisors, LLC	$6.5M	39,573	+19,378	add
495	Capital Investment Counsel, LLC	$6.5M	39,314	+1,779	add
496	Linscomb Wealth, Inc.	$6.4M	39,121	−10,267	trim
497	Morangie Management LLC	$6.4M	38,783	+1,734	add
498	Beacon Pointe Advisors, LLC	$6.4M	38,756	+13,699	add
499	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$6.3M	38,496	−98	trim
500	QUADRANT CAPITAL GROUP LLC	$6.3M	38,460	+114	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · MS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Dan Newhouse R–WA-4 $2K–$30K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Bridgewater Associates $9.9M held
Trimming: 1 Tudor Investment Corp $25.7M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · MORGAN STANLEY

Merged timeline of congressional filings and notable-manager moves on MS
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-17	Dan Newhouse Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+328 sh
2026-05-15	Bridgewater Associates 13F	add	+1,479 sh
2026-05-15	Tudor Investment Corp 13F	trim	−556,340 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

32 members of Congress disclosed MS — the congressional view ↗