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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
Henshaw Capital LLC4,553$353.6K0.02%––
First Citizens Financial Corp4,577$355.0K0.29%––
Marino, Stram & Associates LLC4,589$356.0K0.14%––
AdvisorNet Financial, Inc4,585$356.0K0.03%––
Annapolis Financial Services, LLC4,587$356.0K0.13%––
Executive Wealth Group LLC4,594$356.8K0.22%––
Cohen & Steers, Inc.4,628$359.0K0.00%––
North Star Investment Management Corp.4,630$360.0K0.03%––
Miracle Mile Advisors, LLC4,650$361.0K0.02%––
BLB&B Advisors, LLC4,658$362.0K0.03%––
Kaizen Financial Strategies4,673$363.0K0.35%––
Strategic Wealth Management Group, LLC4,681$364.0K0.14%––
Wealthsource Partners, LLC4,701$365.0K0.04%––
Clear Harbor Asset Management, LLC4,715$366.0K0.05%––
Kovack Advisors, Inc.4,711$366.0K0.05%––
Marcum Wealth, LLC4,738$368.0K0.06%––
Jackson Square Capital, LLC4,739$368.0K0.14%––
Personal Capital Advisors Corp4,756$369.0K0.00%––
Chelsea Counsel Co4,776$371.0K0.18%––
Rossmore Private Capital4,815$374.0K0.07%––
Crawford Investment Counsel Inc4,839$376.0K0.01%––
V Wealth Advisors LLC4,855$377.0K0.07%––
Aspire Private Capital, LLC4,865$378.0K0.13%––
Seeyond4,871$378.0K0.04%––
Alpha Cubed Investments, LLC4,885$379.0K0.03%––
American Portfolios Advisors4,899$380.5K0.02%––
Fort Pitt Capital Group, LLC4,908$381.0K0.02%––
Geller Advisors LLC4,917$382.0K0.09%––
HM Payson & Co4,945$384.0K0.01%––
Tatro Capital, LLC4,939$384.0K0.30%––
XTX Topco Ltd4,942$384.0K0.19%––
Icon Wealth Partners, LLC4,958$385.0K0.05%––
Kingsview Wealth Management, LLC4,924$385.0K0.02%––
IFG Advisors, LLC4,983$387.0K0.21%––
Western Wealth Management, LLC4,997$388.0K0.05%––
Park National Corp5,013$389.0K0.02%––
Clarus Wealth Advisors4,837$390.0K0.24%––
Ledyard National Bank5,029$391.0K0.04%––
Financial Advisors, LLC5,040$391.0K0.16%––
Employers Holdings, Inc.5,059$393.0K0.23%––
Strategic Financial Services, Inc,5,082$395.0K0.03%––
Ausdal Financial Partners, Inc.5,104$396.0K0.07%––
Eqis Capital Management, Inc.5,172$402.0K0.03%––
Eudaimonia Partners, LLC5,169$402.0K0.08%––
Cambridge Trust Co5,201$404.0K0.02%––
Laffer Tengler Investments5,209$404.5K0.15%––
Belpointe Asset Management LLC5,223$405.0K0.03%––
Perritt Capital Management Inc5,275$410.0K0.22%––
Stock Yards Bank & Trust Co5,296$411.0K0.03%––
Lombard Odier Asset Management (Europe) Ltd5,320$413.0K0.03%––
Vivaldi Capital Management, LLC4,726$413.0K0.08%––
M Holdings Securities, Inc.5,382$418.0K0.04%––
Waldron Private Wealth LLC5,393$418.0K0.03%––
Colony Group LLC5,398$419.0K0.01%––
First Financial Bank - Trust Division5,467$425.0K0.05%––
Perpetual Investment Management Ltd5,500$426.0K0.07%––
Nicholas Hoffman & Company, LLC.5,485$426.0K0.09%––
Great Valley Advisor Group, Inc.5,530$429.0K0.04%––
Community Trust & Investment Co5,540$430.0K0.04%––
Krane Funds Advisors LLC5,552$431.0K0.02%––
Kore Private Wealth LLC5,560$432.0K0.06%––
Eastern Bank5,582$433.0K0.02%––
180 Wealth Advisors, LLC4,902$433.0K0.11%––
Frisch Financial Group, Inc.5,577$433.0K0.15%––
Peoples Bank5,588$434.0K0.24%––
Private Portfolio Partners LLC5,598$434.8K0.14%––
Great Lakes Advisors, LLC5,606$435.0K0.01%––
ACG Wealth5,616$436.0K0.06%––
Curbstone Financial Management Corp5,612$436.0K0.09%––
Cape Cod Five Cents Savings Bank5,648$439.0K0.05%––
Bell Bank5,662$440.0K0.06%––
Maltin Wealth Management, Inc.5,759$447.0K0.29%––
Davenport & Co LLC5,798$450.0K0.00%––
Paces Ferry Wealth Advisors, LLC5,821$452.0K0.39%––
Ridgewood Investments LLC5,833$453.0K0.28%––
Insight 2811, Inc.5,941$461.0K0.27%––
Bank of Nova Scotia Trust Co5,940$461.0K0.04%––
Advisors Capital Management, LLC5,973$463.0K0.02%––
Mutual Advisors, LLC6,011$467.0K0.03%––
Evermay Wealth Management LLC6,040$469.0K0.09%––
Highland Private Wealth Management6,049$470.0K0.08%––
Welch & Forbes LLC6,056$471.0K0.01%––
Parametrica Management Ltd5,960$471.0K0.23%––
Salem Investment Counselors Inc6,076$472.0K0.03%––
Exane Derivatives6,127$475.8K0.14%––
Private Capital Group, LLC6,227$484.0K0.12%––
Chicago Wealth Management, Inc.6,243$485.0K0.39%––
Mastrapasqua Asset Management Inc6,270$487.0K0.06%––
Harbor Investment Advisory, LLC6,282$488.0K0.07%––
Resources Investment Advisors, LLC.6,278$488.0K0.02%––
Sippican Capital Advisors6,366$494.0K0.46%––
Harvest Management LLC6,391$496.0K0.36%––
City Holding Co6,406$497.0K0.09%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,425$498.0K0.05%––
Orion Portfolio Solutions, LLC6,415$498.0K0.02%––
Stratos Wealth Advisors, LLC6,427$499.0K0.05%––
Lee Danner & Bass Inc6,475$503.0K0.05%––
Douglass Winthrop Advisors, LLC6,491$504.0K0.01%––
EP Wealth Advisors, LLC6,490$504.0K0.02%––
Avidian Wealth Solutions, LLC6,507$505.0K0.04%––