Morgan Stanley

Exchange: NYSE
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000895421

SEC filings (opens in a new tab)

In the last 90 days, Morgan Stanley insiders filed 0 open-market purchases and 3 sales; 2,746 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.PA MS.PE MS.PF MS.PI MS.PK MS.PL MS.PO MS.PP MS.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

Value heldQ1 2021: $123.7B

Institutions holding MS and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,746	$281.7B
Q1 2026	2,514	$218.0B
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Central Trust Co	32,906	$2.56M	0.10%	–	–
Varma Mutual Pension Insurance Co	32,911	$2.56M	0.04%	–	–
Federation des caisses Desjardins du Quebec	33,014	$2.56M	0.03%	–	–
Cohen Klingenstein LLC	31,400	$2.60M	0.12%	–	–
Wealthspire Advisors, LLC	33,852	$2.63M	0.06%	–	–
Freedom Day Solutions, LLC	33,932	$2.63M	1.40%	–	–
New England Research & Management, Inc.	33,987	$2.64M	1.45%	–	–
Healthcare of Ontario Pension Plan Trust Fund	34,122	$2.65M	0.01%	–	–
Great Diamond Partners, LLC	34,274	$2.66M	0.82%	–	–
Roanoke Asset Management Corp	34,353	$2.67M	1.16%	–	–
Symmetry Partners, LLC	34,555	$2.68M	0.19%	–	–
Convergence Investment Partners, LLC	35,602	$2.77M	1.26%	–	–
Hennessy Advisors Inc	36,000	$2.80M	0.16%	–	–
Equitable Trust Co	36,046	$2.80M	0.21%	–	–
PEAK6 Investments LLC	36,325	$2.82M	0.07%	–	–
Brookfield Asset Management Inc.	36,381	$2.83M	0.01%	–	–
Donaldson Capital Management, LLC	36,391	$2.83M	0.16%	–	–
Sculati Wealth Management, LLC	36,523	$2.84M	1.63%	–	–
Northwestern Mutual Wealth Management Co	36,823	$2.86M	0.01%	–	–
Stevens Capital Management LP	36,867	$2.86M	1.58%	–	–
Private Advisor Group, LLC	37,479	$2.91M	0.03%	–	–
Hunter Associates Investment Management LLC	37,534	$2.92M	0.67%	–	–
Mirabella Financial Services LLP	37,587	$2.92M	0.91%	–	–
Redpoint Investment Management Pty Ltd	37,633	$2.92M	0.25%	–	–
Mitchell Capital Management Co	37,834	$2.94M	0.72%	–	–
KCM Investment Advisors LLC	37,883	$2.94M	0.13%	–	–
Northeast Investment Management	37,921	$2.94M	0.17%	–	–
Cornerstone Advisors, LLC	38,000	$2.95M	0.26%	–	–
Steward Partners Investment Advisory, LLC	38,277	$2.97M	0.05%	–	–
Cumberland Partners Ltd	38,454	$2.99M	0.25%	–	–
Transcend Wealth Collective, LLC	38,783	$3.01M	0.36%	–	–
Crestwood Advisors Group LLC	39,350	$3.06M	0.10%	–	–
Baird Financial Group, Inc.	39,442	$3.06M	0.01%	–	–
York Capital Management Global Advisors, LLC	39,466	$3.06M	0.44%	–	–
Consolidated Investment Group LLC	39,600	$3.08M	0.68%	–	–
Capital International Ltd	39,771	$3.09M	0.19%	–	–
Fma Advisory Inc	39,835	$3.09M	0.96%	–	–
Hancock Whitney Corp	39,862	$3.10M	0.11%	–	–
Morse Asset Management, Inc	39,895	$3.10M	0.79%	–	–
Kesler, Norman & Wride, LLC	39,980	$3.10M	0.77%	–	–
LS Investment Advisors, LLC	41,225	$3.20M	0.18%	–	–
Maverick Capital LtdSuperinvestorMaverick Capital	41,401	$3.21M	0.03%	–	–
Allstate Corp	41,621	$3.23M	0.10%	–	–
Richard P Slaughter Associates Inc	41,876	$3.25M	1.35%	–	–
JGP Wealth Management, LLC	41,963	$3.26M	0.73%	–	–
Kentucky Retirement Systems Insurance Trust Fund	42,221	$3.28M	0.35%	–	–
Essex Investment Management Co LLC	42,523	$3.30M	0.40%	–	–
Usca Ria LLC	42,734	$3.32M	0.22%	–	–
Wexford Capital LP	43,045	$3.34M	0.50%	–	–
KCS Wealth Advisory	43,230	$3.36M	1.73%	–	–
Tocqueville Asset Management L.P.	43,331	$3.37M	0.05%	–	–
Sowell Financial Services LLC	38,889	$3.38M	0.12%	–	–
A. D. Beadell Investment Counsel, Inc.	43,525	$3.38M	2.28%	–	–
Rockefeller Capital Management L.P.	43,539	$3.38M	0.02%	–	–
Vestmark Advisory Solutions, Inc.	43,932	$3.41M	0.30%	–	–
Joel Isaacson & Co., LLC	44,254	$3.44M	0.30%	–	–
MRJ Capital Inc	44,469	$3.45M	2.16%	–	–
Lazard Asset Management LLC	44,592	$3.46M	0.00%	–	–
Lincluden Management Ltd	44,728	$3.47M	0.34%	–	–
Massmutual Trust Co FSB	44,873	$3.48M	0.16%	–	–
Elk River Wealth Management, LLC	45,105	$3.50M	1.00%	–	–
Veritable, L.P.	45,387	$3.52M	0.06%	–	–
World Asset Management Inc	42,707	$3.52M	0.32%	–	–
Atria Investments LLC	45,733	$3.55M	0.08%	–	–
Horizon Investments, LLC	45,872	$3.56M	0.13%	–	–
Norinchukin Bank, The	46,324	$3.60M	0.05%	–	–
Two Sigma Investments, LP	46,454	$3.61M	0.01%	–	–
Level Four Advisory Services, LLC	46,666	$3.62M	0.28%	–	–
Spouting Rock Asset Management, LLC	46,807	$3.63M	1.13%	–	–
Capital International Inc	46,856	$3.64M	0.03%	–	–
K.J. Harrison & Partners Inc	47,550	$3.69M	0.57%	–	–
Pitcairn Co	47,695	$3.70M	0.26%	–	–
IBM Retirement Fund	47,969	$3.73M	0.26%	–	–
BOK Financial Private Wealth, Inc.	48,833	$3.79M	0.34%	–	–
Patten & Patten Inc	49,028	$3.81M	0.31%	–	–
Hudson Valley Investment Advisors Inc	49,053	$3.81M	0.68%	–	–
HRT Financial LP	49,731	$3.86M	0.04%	–	–
Arrow Financial Corp	49,955	$3.88M	0.51%	–	–
Baxter Bros Inc	49,960	$3.88M	0.67%	–	–
Shay Capital LLC	50,000	$3.88M	1.08%	–	–
Modera Wealth Management, LLC	50,088	$3.89M	0.25%	–	–
Canandaigua National Corp	50,097	$3.89M	0.66%	–	–
Pearl River Capital, LLC	50,132	$3.89M	1.24%	–	–
Washington Trust Bank	50,175	$3.90M	0.48%	–	–
Prime Capital Investment Advisors, LLC	50,352	$3.91M	0.28%	–	–
SkyOak Wealth, LLC	47,357	$3.92M	1.09%	–	–
Spectrum Management Group, LLC	50,686	$3.94M	0.78%	–	–
Appleton Partners Inc	50,731	$3.94M	0.37%	–	–
Stephens Inc	50,799	$3.94M	0.06%	–	–
Old Second National Bank of Aurora	50,862	$3.95M	1.10%	–	–
NWK Group, Inc.	50,954	$3.96M	1.73%	–	–
TD Private Client Wealth LLC	51,440	$3.99M	0.19%	–	–
Carlson Capital L P	51,500	$4.00M	0.15%	–	–
Icon Advisers Inc	51,800	$4.02M	0.63%	–	–
Coldstream Capital Management Inc	51,801	$4.02M	0.24%	–	–
Corient Capital Partners, LLC	51,879	$4.03M	0.34%	–	–
Ninety One SA (PTY) Ltd	51,979	$4.05M	1.54%	–	–
Heritage Trust Co	52,313	$4.06M	0.62%	–	–
Eisler Capital (UK) Ltd.	52,312	$4.06M	1.84%	–	–
Jefferies Group LLC	52,929	$4.11M	0.10%	–	–