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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
Personal Cfo Solutions, LLC6,497$505.0K0.11%––
First National Bank of Hutchinson6,517$506.0K0.25%––
Community Bank of Raymore6,540$508.0K0.17%––
Visionary Wealth Advisors6,538$508.0K0.05%––
Duncker Streett & Co Inc6,571$510.0K0.10%––
Parkside Financial Bank & Trust6,578$510.0K0.15%––
Wolverine Asset Management LLC6,600$512.0K0.01%––
Arbor Investment Advisors, LLC6,599$512.0K0.12%––
Community Bank, N.A.6,597$512.0K0.06%––
Harbor Advisors LLC6,608$513.0K0.11%––
Valeo Financial Advisors, LLC6,610$513.0K0.02%––
Game Creek Capital, LP6,620$514.0K0.31%––
Strategic Investment Advisors6,637$515.0K0.13%––
XR Securities LLC6,655$517.0K0.29%––
Eukles Asset Management6,664$518.0K0.33%––
Emerald Advisors, LLC6,697$520.0K0.19%––
Tiedemann Advisors, LLC6,713$521.0K0.02%––
Mount Yale Investment Advisors, LLC6,705$521.0K0.07%––
Canton Hathaway, LLC6,725$522.0K0.17%––
Quilter Plc6,738$523.0K0.02%––
Equitable Holdings, Inc.6,771$526.0K0.01%––
Truadvice, LLC6,287$526.0K0.16%––
Pekin Hardy Strauss, Inc.6,783$527.0K0.08%––
Optimum Investment Advisors6,800$528.0K0.15%––
Bartlett & Co. LLC6,802$528.0K0.01%––
Bartlett & Co. Wealth Management LLC6,802$528.2K0.01%––
Bahl & Gaynor Inc6,807$529.0K0.00%––
Gofen & Glossberg LLC6,828$530.0K0.01%––
Lokken Investment Group LLC6,825$530.0K0.47%––
Rehmann Capital Advisory Group6,831$530.5K0.05%––
Integrated Wealth Concepts LLC6,916$537.0K0.02%––
Wharton Business Group, LLC6,959$540.0K0.04%––
LMR Partners LLP6,958$540.0K0.01%––
Circle Wealth Management, LLC6,963$541.0K0.09%––
Davidson Investment Advisors6,984$542.0K0.05%––
Washburn Capital Management, Inc.7,060$548.0K0.37%––
F&V Capital Management, LLC7,064$549.0K0.21%––
Patriot Financial Group Insurance Agency, LLC7,120$553.0K0.13%––
Salzhauer Michael7,140$555.0K0.33%––
Harbour Investments, Inc.7,178$557.0K0.02%––
Brown Capital Management LLC7,188$558.0K0.00%––
J.W. Cole Advisors, Inc.7,189$558.0K0.05%––
International Assets Investment Management, LLC59,810$559.0K0.05%––
Hennion & Walsh Asset Management, Inc.7,227$561.0K0.03%––
Two Sigma Securities, LLC7,263$564.0K0.13%––
Echo Street Capital Management LLC7,310$568.0K0.01%––
Wealth Alliance7,412$576.0K0.16%––
Private Trust Co NA7,538$585.0K0.10%––
Hilltop Holdings Inc.7,568$587.0K0.08%––
Busey Wealth Management7,558$587.0K0.03%––
Tributary Capital Management, LLC7,600$590.0K0.05%––
O'Neil Global Advisors, Inc.7,600$590.0K0.57%––
Avestar Capital, LLC7,176$594.0K0.13%––
Ameritas Investment Company, LLC7,678$596.3K0.05%––
Asset Management Corp7,692$597.0K0.41%––
Skba Capital Management LLC7,700$598.0K0.09%––
Magnus Financial Group LLC7,711$599.0K0.14%––
Centiva Capital, LP7,726$600.0K0.08%––
West Oak Capital, LLC7,750$602.0K0.26%––
Good Life Advisors, LLC7,729$603.0K0.12%––
Johnson Financial Group, LLC7,770$603.0K0.14%––
Meridian Investment Counsel Inc.7,796$605.0K0.23%––
Toroso Investments, LLC7,839$609.0K0.03%––
Renaissance Investment Group LLC7,890$612.0K0.17%––
Strategic Blueprint, LLC7,876$612.0K0.13%––
Cim Investment Mangement Inc7,900$614.0K0.19%––
TD Ameritrade Investment Management, LLC9,036$619.0K0.00%––
Fort Point Capital Partners LLC7,966$619.0K0.14%––
IFG Advisory, LLC7,985$620.0K0.08%––
Standard Family Office LLC8,009$622.0K0.15%––
Lake Street Advisors Group, LLC8,027$623.0K0.05%––
Rosenblum Silverman Sutton S F Inc8,100$629.0K0.16%––
Shufro Rose & Co LLC8,220$638.0K0.05%––
Independent Investors Inc8,216$638.0K0.17%––
Somerville Kurt F8,253$641.0K0.10%––
WESPAC Advisors, LLC8,259$641.0K0.48%––
Outlook Wealth Advisors, LLC8,307$645.0K0.22%––
Jump Financial, LLC8,345$648.0K0.06%––
Proficio Capital Partners LLC8,361$649.0K0.08%––
Ironwood Investment Counsel, LLC8,386$651.0K0.19%––
Shulman DeMeo Asset Management LLC8,397$652.0K0.18%––
TRUE Private Wealth Advisors8,443$656.0K0.11%––
E&G Advisors, LP8,501$660.0K0.19%––
Wealthstreet Investment Advisors, LLC8,535$663.0K0.06%––
New Vernon Investment Management LLC8,550$664.0K1.10%––
Donald L. Hagan, LLC8,546$664.0K0.44%––
Legacy Bridge, LLC8,594$667.0K0.43%––
Tuttle Tactical Management8,597$668.0K0.26%––
Burke & Herbert Bank & Trust Co8,616$669.0K0.46%––
Prio Wealth Limited Partnership8,667$673.0K0.02%––
Strategy Asset Managers LLC8,717$677.0K0.16%––
Lakeview Capital Partners, LLC8,733$678.0K0.29%––
Quantamental Technologies LLC8,737$679.0K2.18%––
Denali Advisors LLC8,800$683.0K0.21%––
Columbia Trust Co 010120168,797$683.0K0.42%––
Baker Tilly Wealth Management, LLC8,789$683.0K0.14%––
J. W. Coons Advisors, LLC8,871$688.0K0.25%––
Sumitomo Mitsui Financial Group, Inc.8,725$690.0K0.02%––
NuWave Investment Management, LLC8,920$693.0K0.87%––
IMA Wealth, Inc.8,982$698.0K0.17%––