Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,050 holders are listed, largest first: 2,050
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $204B
holders whose share count rose or who opened the position (new + add), by shares: 1,005
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 193

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

Newest 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 2026-07-03 → 2026-10-01 · 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	BUY	$1K–$15K
2026-07-17	Dan Newhouse Congress	BUY	$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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

32 members of Congress disclosed MS — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).