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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; 2,746 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.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: 2,746 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: $218.0BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,746$281.7B
Q1 20262,514$218.0B
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
Cigna Investments Inc53,275$4.14M0.29%––
Regent Investment Management LLC53,545$4.16M1.05%––
Northern Oak Wealth Management Inc54,208$4.21M0.54%––
Advisor Partners LLC54,389$4.22M0.30%––
Alerus Financial NA54,523$4.23M0.45%––
CWM, LLC46,331$4.25M0.03%––
Miura Global Management, LLC55,000$4.27M0.76%––
Institutional & Family Asset Management, LLC55,696$4.33M0.84%––
Susquehanna Fundamental Investments, LLC55,799$4.33M0.07%––
Wolverine Trading, LLC55,130$4.36M0.08%––
Dynamic Technology Lab Private Ltd56,160$4.36M0.49%––
Bogart Wealth, LLC56,255$4.37M0.61%––
Glenmede Trust Co NA56,487$4.38M0.02%––
Vestcor Inc56,582$4.39M0.16%––
Benson Investment Management Company, Inc.56,656$4.40M2.57%––
Argus Investors' Counsel, Inc.56,700$4.40M1.78%––
Edgestream Partners, L.P.56,762$4.41M0.25%––
Amica Mutual Insurance Co57,646$4.48M0.51%––
Wills Financial Group, Inc.57,715$4.48M2.18%––
Mark Stevens58,320$4.53M0.52%––
Ameritas Investment Partners, Inc.63,350$4.55M0.17%––
FDx Advisors, Inc.58,834$4.57M0.17%––
Full18 Capital LLC68,599$4.60M2.24%––
Oak Harvest Investment Services59,408$4.61M1.77%––
Affinity Investment Advisors, LLC59,658$4.63M1.70%––
Glenview Trust Co60,000$4.66M0.20%––
Dimension Capital Management LLC60,377$4.69M1.10%––
Assetmark, Inc60,491$4.70M0.02%––
Virtu Financial LLC60,555$4.70M0.33%––
Sciencast Management LP59,495$4.71M0.94%––
Wade G W & Inc60,800$4.72M0.25%––
Rathbone Brothers plc61,098$4.75M0.06%––
Chase Investment Counsel Corp61,855$4.80M2.20%––
Boston Private Wealth LLC62,146$4.83M0.07%––
Meeder Asset Management Inc62,149$4.83M0.25%––
Iowa State Bank62,154$4.83M1.45%––
Signet Financial Management, LLC62,707$4.87M0.91%––
Van Eck Associates Corp62,733$4.87M0.01%––
First Hawaiian Bank62,999$4.89M0.21%––
Point72 Hong Kong Ltd63,001$4.89M0.39%––
Meyer Handelman Co63,542$4.93M0.20%––
Kings Point Capital Management64,668$5.02M0.50%––
Integrated Advisors Network LLC64,918$5.04M0.46%––
Mount Lucas Management LP65,179$5.06M1.49%––
Thompson Siegel & Walmsley LLC65,808$5.11M0.07%––
MainStreet Investment Advisors LLC66,080$5.13M0.43%––
Avitas Wealth Management LLC66,218$5.14M1.01%––
Northwestern Mutual Investment Management Company, LLC68,030$5.28M0.09%––
Cetera Investment Advisers68,600$5.33M0.10%––
Oppenheimer & Co Inc68,867$5.35M0.11%––
Advisors Asset Management, Inc.69,157$5.37M0.08%––
Oliver Luxxe Assets LLC69,231$5.38M1.61%––
Banque Pictet & Cie SA69,506$5.40M0.07%––
Livforsakringsbolaget Skandia, Omsesidigt69,813$5.42M0.38%––
Kestra Advisory Services, LLC69,854$5.42M0.07%––
EJF Capital LLC70,000$5.44M0.39%––
Illinois Municipal Retirement Fund70,008$5.44M0.24%––
PGGM Investments71,203$5.53M0.02%––
Baugh & Associates, LLC71,203$5.53M3.65%––
Socorro Asset Management LP71,945$5.59M2.47%––
Capstone Investment Advisors, LLC73,037$5.67M0.17%––
Morgan Stanley73,554$5.71M0.00%––
B. Metzler seel. Sohn & Co. Holding AG73,931$5.74M0.09%––
D.A. Davidson & Co.73,966$5.74M0.07%––
Tudor Investment Corp Et Al74,853$5.81M0.12%––
Catalyst Capital Advisors LLC75,000$5.83M0.32%––
NorthCoast Asset Management LLC75,305$5.85M0.24%––
Connors Investor Services Inc75,481$5.86M0.66%––
Blueshift Asset Management, LLC75,848$5.89M0.60%––
Lorne Steinberg Wealth Management Inc.76,112$5.91M3.13%––
Twin Tree Management, LP76,393$5.93M0.23%––
YHB Investment Advisors, Inc.76,095$5.98M0.52%––
Odey Asset Management Group Ltd77,100$5.99M1.68%––
Brinker Capital Investments, LLC77,373$6.01M0.09%––
Amalgamated Bank77,399$6.01M0.23%––
Trexquant Investment LP78,051$6.06M0.56%––
Westbourne Investment Advisors, Inc.78,247$6.08M3.02%––
Alaska Permanent Fund Corp79,139$6.15M0.11%––
Capital Analysts, LLC79,336$6.16M0.43%––
Walleye Capital LLC80,464$6.25M0.40%––
Ieq Capital, LLC80,630$6.26M0.26%––
Chemung Canal Trust Co80,888$6.28M1.26%––
Ashfield Capital Partners, LLC80,919$6.28M0.50%––
D L Carlson Investment Group Inc81,565$6.33M1.16%––
Bank Julius Baer & Co. Ltd, Zurich81,995$6.37M0.05%––
Burns J W & Co Inc83,016$6.45M1.09%––
Pinebridge Investments, L.P.83,058$6.45M0.08%––
Gibraltar Capital Management, Inc.83,706$6.55M3.37%––
Brown Advisory Inc85,797$6.66M0.01%––
First Citizens Bank & Trust Co86,006$6.68M0.31%––
Cito Capital Group, LLC86,028$6.68M3.26%––
McGuire Investment Group, LLC87,688$6.81M1.44%––
Sumitomo Mitsui DS Asset Management Company, Ltd87,737$6.81M0.18%––
Shell Asset Management Co89,031$6.91M0.14%––
Teza Capital Management LLC89,815$6.97M1.39%––
Twin Capital Management Inc90,348$7.02M0.70%––
New Mexico Educational Retirement Board90,410$7.02M0.28%––
Toscafund Asset Management LLP90,462$7.03M7.31%––
Flputnam Investment Management Co90,634$7.04M0.31%––
First National Bank of Omaha91,609$7.12M0.37%––