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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: $218.0BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$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
AGF Investments LLC2,288$178.0K0.02%––
Rock Creek Group, LP2,336$181.0K0.03%––
Focused Wealth Management, Inc2,389$186.0K0.03%––
Sandy Spring Bank2,400$187.0K0.01%––
Financial Management Professionals, Inc.2,409$187.0K0.05%––
Sargent Bickham Lagudis LLC2,417$188.0K0.02%––
FinTrust Capital Advisors, LLC2,466$192.0K0.06%––
Anchor Investment Management, LLC2,543$197.5K0.03%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,588$201.0K0.29%––
Sheaff Brock Investment Advisors, LLC2,578$201.0K0.02%––
Powell Investment Advisors, LLC2,591$201.0K0.13%––
Chesapeake Wealth Management2,596$202.0K0.07%––
Fortem Financial Group, LLC2,617$203.0K0.12%––
Gradient Investments LLC2,622$204.0K0.01%––
Allworth Financial LP2,624$204.0K0.00%––
McLean Asset Management Corp2,485$204.0K0.16%––
Wrapmanager Inc2,640$205.0K0.06%––
Sustainable Insight Capital Management, LLC2,636$205.0K0.14%––
E Fund Management Co., Ltd.2,638$205.0K0.02%––
Beaumont Financial Partners, LLC2,663$207.0K0.02%––
Strategic Wealth Partners, Ltd.2,660$207.0K0.08%––
Weatherly Asset Management L. P.2,684$208.0K0.03%––
Cornerstone Wealth Management, LLC2,680$208.0K0.02%––
Hemington Wealth Management2,682$208.0K0.09%––
Asset Dedication, LLC2,674$209.0K0.05%––
Capstone Financial Advisors, Inc.2,687$209.0K0.02%––
Atlas Capital Advisors LLC2,693$209.1K0.04%––
Reik & Co., LLC2,703$210.0K0.05%––
Broadleaf Partners, LLC2,719$211.0K0.08%––
Doheny Asset Management2,726$212.0K0.14%––
Wolff Wiese Magana LLC2,740$213.0K0.17%––
Proequities, Inc.2,755$214.0K0.02%––
Sunbelt Securities, Inc.2,754$214.0K0.04%––
Planned Solutions, Inc.2,757$214.0K0.17%––
Independent Financial Group, LLC2,757$214.1K0.03%––
Raab & Moskowitz Asset Management LLC2,775$215.0K0.08%––
Whittier Trust Co of Nevada Inc2,781$216.0K0.01%––
Bragg Financial Advisors, Inc2,785$216.0K0.01%––
American State Bank (Iowa)2,808$218.1K0.19%––
Financial Advocates Investment Management2,937$219.0K0.02%––
Hurlow Wealth Management Group, Inc.2,824$219.0K0.16%––
RMR Wealth Builders2,823$219.0K0.06%––
Bank Ozk2,829$220.0K0.10%––
Argent Advisors, Inc.2,850$221.0K0.14%––
Hudock, Inc.2,856$221.0K0.07%––
Budros, Ruhlin & Roe, Inc.2,859$222.0K0.03%––
Centric Wealth Management2,865$222.0K0.06%––
Choate Investment Advisors2,871$223.0K0.01%––
Leisure Capital Management2,871$223.0K0.13%––
NorthRock Partners, LLC2,902$225.0K0.02%––
Wimmer Associates 1, LLC2,892$225.0K0.12%––
Omnia Family Wealth, LLC2,894$225.0K0.17%––
Machina Capital S.A.S.2,900$225.0K2.56%––
Continuum Advisory, LLC2,785$225.0K0.09%––
Wellington Shields Capital Management, LLC2,907$226.0K0.02%––
Mizuho Markets Cayman LP2,911$226.0K0.03%––
Harvest Investment Services, LLC2,957$229.0K0.10%––
Ssi Investment Management LLC2,961$230.0K0.02%––
Cedar Brook Financial Partners, LLC2,969$231.0K0.08%––
Highlander Capital Management, LLC3,000$233.0K0.12%––
DT Investment Partners, LLC2,996$233.0K0.03%––
Navis Wealth Advisors, LLC3,000$233.0K0.21%––
Hyman Charles D3,019$234.0K0.02%––
Credential Qtrade Securities Inc.3,016$234.2K0.02%––
Janney Capital Management LLC3,023$235.0K0.02%––
Norway Savings Bank3,032$235.0K0.12%––
Pathway Financial Advisors LLC2,717$235.0K0.09%––
Capital International Sarl3,042$236.0K0.02%––
Integrated Investment Consultants, LLC3,060$238.0K0.08%––
Boenning & Scattergood, Inc.3,081$239.0K0.05%––
Private Asset Management Inc3,082$239.0K0.03%––
Round Table Services, LLC3,100$241.0K0.06%––
Enterprise Financial Services Corp3,117$242.0K0.04%––
Reliant Investment Management, LLC3,115$242.0K0.12%––
Hamilton Capital, LLC3,129$243.0K0.03%––
Berkeley Capital Partners, LLC3,123$243.0K0.12%––
Bremer Bank National Association3,131$243.0K0.06%––
Independent Solutions Wealth Management, LLC3,164$245.7K0.07%––
Johnson Investment Counsel Inc3,167$246.0K0.00%––
Laurel Wealth Advisors, Inc.3,186$247.0K0.04%––
Harvest Fund Management Co., Ltd3,186$247.0K0.02%––
NBT Bank N A3,191$248.0K0.04%––
Boyd Watterson Asset Management LLC3,194$248.0K0.11%––
HBK Sorce Advisory LLC3,205$249.0K0.01%––
Eubel Brady & Suttman Asset Management Inc3,224$250.0K0.03%––
Narus Financial Partners, LLC3,233$251.1K0.15%––
JT Stratford LLC3,248$252.0K0.09%––
Cozad Asset Management Inc3,273$254.0K0.04%––
Foundations Investment Advisors, LLC3,210$254.0K0.01%––
SkyView Investment Advisors, LLC3,270$254.0K0.11%––
Avantax Planning Partners, Inc.3,282$255.0K0.01%––
Twin Focus Capital Partners, LLC3,301$256.0K0.07%––
Halbert Hargrove Global Advisors, LLC3,295$256.0K0.02%––
Wedge Capital Management L L P3,306$257.0K0.00%––
Evergreen Capital Management LLC3,303$257.0K0.01%––
Formidable Asset Management, LLC3,281$257.0K0.06%––
Golden Green, Inc.3,315$257.0K0.22%––
Graypoint LLC3,324$258.0K0.04%––
Invst, LLC3,130$258.0K0.04%––
Pinnacle Family Advisors, LLC3,375$262.0K0.14%––