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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, Q1 2021

Institutional positions in Morgan Stanley as of Mar 31, 2021. 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
1,516
No complete 13F data for Q4 2020
Shares held
1.59B
No complete 13F data for Q4 2020
Total value
$123.7B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,516 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,673 institutionsQ2 2022: 1,607 institutionsQ3 2022: 1,586 institutionsQ4 2022: 1,682 institutionsQ1 2023: 1,674 institutionsQ2 2023: 1,689 institutionsQ3 2023: 1,671 institutionsQ4 2023: 1,761 institutionsQ1 2024: 1,799 institutionsQ2 2024: 1,829 institutionsQ3 2024: 1,875 institutionsQ4 2024: 2,118 institutionsQ1 2025: 2,104 institutionsQ2 2025: 2,209 institutionsQ3 2025: 2,266 institutionsQ4 2025: 2,533 institutionsQ1 2026: 2,514 institutionsQ2 2026: 2,745 institutions
Value heldQ1 2021: $123.7B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.1BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,514$218.1B
Q4 20252,533$239.4B
Q3 20252,266$211.9B
Q2 20252,209$190.6B
Q1 20252,104$159.1B
Q4 20242,118$170.9B
Q3 20241,875$141.1B
Q2 20241,829$131.2B
Q1 20241,799$127.8B
Q4 20231,761$128.3B
Q3 20231,671$112.7B
Q2 20231,689$118.7B
Q1 20231,674$124.1B
Q4 20221,682$120.2B
Q3 20221,586$112.7B
Q2 20221,607$109.6B
Q1 20221,673$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Morgan Stanley.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Mascoma Wealth Management LLC1$00.00%––
Avion Wealth3$00.00%––
American National Bank7$1.00K0.00%––
St. Johns Investment Management Company, LLC19$1.00K0.00%––
First Command Advisory Services, Inc.18$1.00K0.00%––
GoalVest Advisory LLC15$1.00K0.00%––
Newbridge Financial Services Group, Inc.8$1.00K0.00%––
Acima Private Wealth, LLC26$2.00K0.00%––
James Investment Research Inc39$3.00K0.00%––
Globeflex Capital L P36$3.00K0.00%––
Webster Bank, N. A.36$3.00K0.00%––
ClariVest Asset Management LLC33$3.00K0.00%––
JNBA Financial Advisors40$3.00K0.00%––
Bellevue Asset Management, LLC44$3.00K0.00%––
TFC Financial Management39$3.00K0.00%––
DB Wealth Management Group, LLC43$3.00K0.00%––
Sofos Investments, Inc.57$4.45K0.09%––
Central Bank & Trust Co68$5.00K0.00%––
Halpern Financial, Inc.67$5.20K0.00%––
Sound Income Strategies, LLC77$5.98K0.00%––
CSat Investment Advisory, L.P.78$6.00K0.01%––
Accel Wealth Management80$6.00K0.00%––
JFS Wealth Advisors, LLC85$7.00K0.00%––
Simon Quick Advisors, LLC102$7.00K0.00%––
Coastal Capital Group, Inc.84$7.00K0.00%––
Liberty Wealth Management LLC106$7.00K0.00%––
Sageworth Trust Co100$8.00K0.00%––
Lowe Wealth Advisors, LLC100$8.00K0.00%––
Farmers & Merchants Trust Co of Chambersburg PA104$8.00K0.01%––
Certified Advisory Corp100$8.00K0.00%––
Gables Capital Management Inc.100$8.00K0.00%––
Brand Asset Management Group, Inc.100$8.00K0.00%––
Laurel Wealth Advisors LLC104$8.00K0.00%––
Hoover Financial Advisors, Inc.100$8.00K0.00%––
Walled Lake Planning & Wealth Management, LLC105$8.00K0.01%––
Moisand Fitzgerald Tamayo, LLC115$9.00K0.00%––
RBA Wealth Management, LLC124$9.66K0.01%––
Ironwood Financial, llc128$10.0K0.00%––
Jackson, Grant Investment Advisers, Inc.127$10.0K0.00%––
Front Row Advisors LLC130$10.0K0.00%––
Manchester Financial Inc138$11.0K0.01%––
Tradewinds Capital Management, LLC150$12.0K0.00%––
First PREMIER Bank156$12.0K0.00%––
Stuart Chaussee & Associates, Inc.167$13.0K0.01%––
Perennial Advisors, LLC168$13.0K0.00%––
Goodwin Investment Advisory175$14.0K0.02%––
Money Concepts Capital Corp197$15.0K0.00%––
NewSquare Capital LLC198$15.0K0.00%––
Mark Sheptoff Financial Planning, LLC200$16.0K0.01%––
Costello Asset Management, INC200$16.0K0.01%––
Fiduciary Planning LLC207$16.0K0.02%––
Glen Eagle Advisors, LLC217$16.9K0.01%––
Manchester Capital Management LLC218$17.0K0.00%––
FormulaFolio Investments, LLC200$17.0K0.01%––
Phoenix Wealth Advisors215$17.0K0.01%––
Sugarloaf Wealth Management, LLC237$18.0K0.01%––
Crewe Advisors LLC235$18.0K0.00%––
Piscataqua Savings Bank263$20.0K0.02%––
Atwood & Palmer Inc270$21.0K0.00%––
Pacifica Partners Inc.269$21.0K0.02%––
Ten Capital Wealth Advisors, LLC279$21.0K0.01%––
Charter Oak Capital Management, LLC279$22.0K0.00%––
Mach-1 Financial Group, Inc.288$22.0K0.02%––
Pinnacle Bancorp, Inc.297$23.0K0.01%––
Islay Capital Management, LLC300$23.0K0.02%––
First Financial Corp312$24.0K0.02%––
MV Capital Management, Inc.305$24.0K0.00%––
Aua Capital Management, LLC315$24.0K0.02%––
Resolute Partners Group306$24.0K0.00%––
Hanson & Doremus Investment Management319$25.0K0.01%––
Cowen Prime Services LLC318$25.0K0.01%––
Johnson Midwest Financial, LLC324$25.0K0.03%––
Joseph P. Lucia & Associates, LLC318$25.0K0.01%––
Close Asset Management Ltd340$26.0K0.00%––
Savior LLC330$26.0K0.03%––
Colrain Capital LLC400$27.0K0.03%––
Alpha DNA Investment Management LLC368$27.0K0.03%––
First Horizon Corp374$29.0K0.00%––
KB Financial Partners, LLC384$30.0K0.01%––
Security National Trust Co401$31.0K0.01%––
AlphaMark Advisors, LLC400$31.0K0.01%––
American Research & Management Co.400$31.0K0.01%––
Total Clarity Wealth Management, Inc.400$31.0K0.02%––
Raffa Wealth Management, LLC404$31.4K0.01%––
Ogorek Anthony Joseph414$32.0K0.02%––
Kelly Financial Services LLC415$32.2K0.02%––
Northwest Investment Counselors, LLC425$33.0K0.01%––
Riggs Asset Managment Co. Inc.442$34.0K0.01%––
Barrett Asset Management, LLC450$35.0K0.00%––
Better Money Decisions, LLC450$35.0K0.04%––
BDO Wealth Advisors, LLC459$36.0K0.00%––
Valley Brook Capital Group469$36.0K0.03%––
Horan Securities, Inc.490$38.0K0.03%––
Hilton Capital Management, LLC500$39.0K0.00%––
Clearview Wealth Advisors LLC506$39.0K0.03%––
Freedman Financial Associates, Inc.500$39.0K0.03%––
First Bank & Trust521$40.0K0.02%––
Semmax Financial Advisors Inc.519$40.0K0.01%––
Smith Asset Management Group LP527$41.0K0.00%––
Professional Financial Advisors, LLC525$41.0K0.03%––