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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
Prelude Capital Management, LLC91,697$7.12M0.49%––
Telemus Capital, LLC91,553$7.14M0.49%––
American Assets Investment Management, LLC92,000$7.14M0.99%––
Kentucky Retirement Systems92,345$7.17M0.35%––
Edmond de Rothschild Holding S.A.92,603$7.19M0.20%––
Louisiana State Employees Retirement System93,000$7.22M0.19%––
Twinbeech Capital LP94,143$7.31M1.07%––
Pacer Advisors, Inc.94,941$7.37M0.13%––
Federated Hermes, Inc.95,280$7.40M0.01%––
Dowling & Yahnke LLC95,794$7.44M0.51%––
Wealthfront Advisers LLC96,802$7.52M0.04%––
Banco Santander, S.A.97,650$7.58M0.05%––
Cipher Capital LP98,714$7.67M0.90%––
Scotia Capital Inc.99,100$7.70M0.06%––
ING Groep NV99,358$7.72M0.16%––
German American Bancorp, Inc.99,594$7.74M1.34%––
Itau Unibanco Holding S.A.100,000$7.77M0.57%––
Marshall Wace North America L.P.101,163$7.86M0.03%––
Elo Mutual Pension Insurance Co101,496$7.88M0.26%––
MML Investors Services, LLC101,627$7.89M0.08%––
People's United Financial, Inc.102,960$8.00M0.19%––
Jupiter Wealth Management LLC97,630$8.16M4.12%––
Banco de Sabadell, S.A104,465$8.17M0.84%––
Point72 Europe (London) LLP106,400$8.26M6.70%––
Maryland State Retirement & Pension System107,425$8.34M0.29%––
Becker Capital Management Inc108,593$8.43M0.38%––
Cambridge Investment Research Advisors, Inc.109,623$8.51M0.05%––
Captrust Financial Advisors109,923$8.54M0.09%––
Duality Advisers, LP110,281$8.56M0.74%––
St Germain D J Co Inc110,443$8.58M0.58%––
White Pine Investment CO111,344$8.65M3.21%––
Core Alternative Capital112,058$8.70M2.47%––
Argent Trust Co112,389$8.73M0.61%––
Montag A & Associates Inc112,573$8.74M0.49%––
Alyeska Investment Group, L.P.113,355$8.80M0.12%––
Motco114,607$8.90M0.63%––
Telos Capital Management, Inc.115,487$8.97M1.29%––
Acadian Asset Management LLC118,266$9.18M0.04%––
Creative Planning118,923$9.24M0.02%––
Grassi Investment Management118,950$9.24M1.05%––
Brightworth120,230$9.34M0.86%––
BBVA USA Bancshares, Inc.120,793$9.38M0.45%––
Connor, Clark & Lunn Investment Management Ltd.123,093$9.56M0.05%––
General Pension Society PZU Joint Stock Co124,369$9.66M3.20%––
FineMark National Bank & Trust125,621$9.76M0.41%––
Barometer Capital Management Inc.127,440$9.86M1.66%––
Securian Asset Management, Inc127,228$9.88M0.22%––
Xponance, Inc.127,343$9.89M0.21%––
Kiwi Wealth Investments Limited Partnership129,523$10.1M0.58%––
Leuthold Group, LLC130,532$10.1M1.28%––
Blair William & Co131,173$10.2M0.04%––
Wilbanks Smith & Thomas Asset Management LLC131,710$10.2M0.44%––
Greenwood Capital Associates LLC131,723$10.2M1.61%––
Pointe Capital Management LLC131,877$10.2M7.26%––
Moore Capital Management, LP132,059$10.3M0.20%––
Mariner, LLC132,421$10.3M0.07%––
Lowe Brockenbrough & Co Inc133,101$10.3M1.00%––
D. E. Shaw & Co., Inc.133,180$10.3M0.01%––
Erste Asset Management GmbH131,978$10.4M0.26%––
Howe & Rusling Inc134,793$10.5M1.42%––
SG Americas Securities, LLC135,118$10.5M0.06%––
Ninety One North America, Inc.135,206$10.5M0.61%––
Nissay Asset Management Corp136,368$10.6M0.10%––
Hourglass Capital, LLC140,437$10.9M2.75%––
Jane Street Group, LLC140,467$10.9M0.03%––
Burney Co143,414$11.1M0.55%––
Gratus Capital LLC143,869$11.2M1.34%––
Swarthmore Group Inc143,925$11.2M3.05%––
Tdam USA Inc.143,960$11.2M0.68%––
Pillar Pacific Capital Management LLC144,301$11.2M0.87%––
Capital Growth Management LP145,000$11.3M1.03%––
Credit Agricole S A149,250$11.6M0.44%––
BTC Capital Management, Inc.149,522$11.6M1.30%––
Hudson Bay Capital Management LP150,001$11.6M0.16%––
Daiwa Securities Group Inc.145,533$11.7M0.09%––
Marvin & Palmer Associates Inc152,541$11.8M5.27%––
Quantbot Technologies LP152,963$11.9M1.13%––
IFM Investors Pty Ltd153,393$11.9M0.32%––
Inherent Group, LP153,857$11.9M3.67%––
ExodusPoint Capital Management, LP156,069$12.1M0.24%––
Peapack Gladstone Financial Corp157,351$12.2M0.32%––
Pacific Heights Asset Management LLC160,000$12.4M1.14%––
Pittenger & Anderson Inc160,299$12.4M0.67%––
Matrix Asset Advisors Inc160,767$12.5M1.86%––
Engineers Gate Manager LP162,583$12.6M0.63%––
Sit Investment Associates Inc163,820$12.7M0.33%––
Granite Investment Advisors, LLC164,121$12.7M2.13%––
Edge Capital Group, LLC165,691$12.9M1.08%––
Bailard, Inc.166,984$13.0M0.48%––
Maple Capital Management, Inc.167,573$13.0M1.93%––
Bank of the West168,214$13.1M1.47%––
Hartford Investment Management Co169,370$13.2M0.35%––
Raymond James Financial Services Advisors, Inc.169,479$13.2M0.03%––
Beacon Investment Advisory Services, Inc.171,596$13.3M0.58%––
Schafer Cullen Capital Management Inc172,015$13.4M2.72%––
Mercer Global Advisors Inc172,255$13.4M0.12%––
CIBC Asset Management Inc175,766$13.7M0.06%––
Markston International LLC176,902$13.7M1.55%––
Edgar Lomax Co177,475$13.8M0.86%––
Regentatlantic Capital LLC179,204$13.9M0.47%––