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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
Mirae Asset Global Investments Co., Ltd.180,581$14.0M0.05%––
American National Insurance Co180,740$14.0M0.57%––
Nicola Wealth Management Ltd.181,000$14.1M1.57%––
Metropolitan Life Insurance Co183,308$14.2M0.21%––
Maltese Capital Management LLC185,015$14.4M1.88%––
Moody National Bank Trust Division185,154$14.4M0.34%––
Principal Street Partners, LLC187,421$14.6M1.88%––
LVM Capital Management Ltd187,600$14.6M2.36%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys187,682$14.6M0.18%––
Gillson Capital LP191,746$14.9M1.25%––
DSC Advisors, L.P.193,562$15.0M12.36%––
Shelton Capital Management194,756$15.1M0.53%––
Andra AP-fonden194,811$15.1M0.33%––
Grand Jean Capital Management Inc195,263$15.2M4.01%––
Alberta Investment Management Corp195,400$15.2M0.14%––
Caisse de Depot Et Placement du Quebec196,852$15.3M0.03%––
Gemsstock Limited197,800$15.4M8.79%––
Atika Capital Management LLC200,000$15.5M1.62%––
Crossmark Global Holdings, Inc.201,948$15.7M0.39%––
Tower Research Capital LLC (TRC)204,326$15.9M0.27%––
Bridgecreek Investment Management, LLC204,960$15.9M2.46%––
Abner Herrman & Brock LLC205,894$16.0M2.42%––
Los Angeles Capital Management LLC206,875$16.1M0.07%––
J.P. Marvel Investment Advisors, LLC211,216$16.4M3.88%––
Ziegler Capital Management, LLC211,297$16.4M0.52%––
Hexavest Inc.211,855$16.5M0.73%––
DuPont Capital Management Corp212,946$16.5M0.40%––
Macquarie Group Ltd214,090$16.6M0.02%––
Parallax Volatility Advisers, L.P.219,055$17.0M0.15%––
Mutual of America Capital Management LLC226,907$17.6M0.18%––
Tiaa, FSB227,274$17.6M0.06%––
Paloma Partners Management Co229,776$17.8M0.53%––
British Columbia Investment Management Corp230,872$17.9M0.13%––
US Bancorp233,735$18.2M0.04%––
Aigen Investment Management, LP236,551$18.4M2.43%––
Blue Chip Partners, Inc.236,760$18.4M2.82%––
AlphaCrest Capital Management LLC238,134$18.5M1.03%––
Dai-Ichi Life Insurance Company, Ltd238,762$18.5M0.26%––
BP PLC242,445$18.8M0.66%––
Vontobel Holding Ltd.246,163$19.1M0.14%––
Bollard Group LLC248,216$19.3M0.68%––
PFS Investments Inc.249,187$19.4M0.50%––
Commonwealth Equity Services, LLC249,223$19.4M0.05%––
BI Asset Management Fondsmaeglerselskab A/S250,016$19.4M0.79%––
Wesbanco Bank Inc250,429$19.4M0.77%––
Texas Permanent School Fund250,587$19.5M0.24%––
Public Employees Retirement Association of Colorado253,650$19.7M0.09%––
Advisor Group Holdings, Inc.253,535$19.7M0.05%––
Swiss Life Asset Management Ltd255,500$19.8M0.28%––
Mackay Shields LLC255,435$19.8M0.14%––
Guggenheim Capital LLC256,612$19.9M0.13%––
Achmea Investment Management B.V.256,869$19.9M0.70%––
CIBC Private Wealth Group, LLC259,408$20.1M0.05%––
Heritage Investors Management Corp259,905$20.2M0.90%––
Earnest Partners LLC260,445$20.2M0.12%––
APG Asset Management N.V.306,276$20.2M0.03%––
Man Group plc260,752$20.3M0.09%––
State of Alaska, Department of Revenue262,359$20.4M0.22%––
Gulf International Bank (UK) Ltd268,015$20.8M0.29%––
Hallmark Capital Management Inc268,473$20.9M1.87%––
Utah Retirement Systems268,469$20.9M0.29%––
Argent Capital Management LLC276,316$21.5M0.71%––
Chilton Capital Management LLC279,641$21.7M1.46%––
NFJ Investment Group, LLC281,654$21.9M0.44%––
Pinnacle Associates Ltd281,934$21.9M0.42%––
GWM Advisors LLC282,289$21.9M0.65%––
Forsta Ap-Fonden282,363$21.9M0.31%––
Hosking Partners LLP283,528$22.0M0.52%––
Janney Montgomery Scott LLC285,080$22.1M0.11%––
Virginia Retirement Systems Et Al289,600$22.5M0.22%––
Moody Lynn & Lieberson, LLC294,059$22.8M1.90%––
Ossiam295,680$23.0M0.71%––
Picton Mahoney Asset Management305,847$23.8M1.19%––
RMB Capital Management, LLC311,443$24.2M0.89%––
ProShare Advisors LLC312,362$24.3M0.08%––
Easterly Investment Partners LLC313,398$24.3M2.91%––
Keybank National Association315,168$24.5M0.11%––
Braun Stacey Associates Inc321,496$25.0M1.05%––
AXA S.A.328,598$25.5M0.08%––
Mark Asset Management LP329,348$25.6M4.06%––
Westpac Banking Corp336,609$26.1M0.29%––
Bessemer Group Inc336,937$26.2M0.06%––
Bridgeway Capital Management, LLC337,235$26.2M0.49%––
Schonfeld Strategic Advisors LLC339,004$26.3M0.35%––
Oregon Public Employees Retirement Fund340,554$26.4M0.31%––
Badgley Phelps & Bell Inc340,569$26.4M1.10%––
Chartwell Investment Partners, LLC343,704$26.7M0.80%––
Capitolis Advisors LLC348,288$27.0M0.47%––
Handelsbanken Fonder AB354,755$27.6M0.16%––
Voloridge Investment Management, LLC355,965$27.6M0.20%––
MetLife Investment Management357,603$27.8M0.25%––
TCW Group Inc358,124$27.8M0.27%––
Poplar Forest Capital LLC359,659$27.9M2.79%––
Comerica Bank345,067$27.9M0.17%––
Boston Common Asset Management, LLC363,873$28.3M1.78%––
Fiduciary Trust Co367,233$28.5M0.58%––
Basswood Capital Management, L.L.C.369,259$28.7M1.30%––
AQR Capital Management LLC375,540$29.2M0.05%––
Gamco Investors, Inc. Et Al382,704$29.7M0.26%––
State of Michigan Retirement System390,622$30.3M0.19%––