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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
Robotti Robert9,000$699.0K0.18%––
Lincoln National Corp9,273$700.0K0.02%––
Fulcrum Asset Management LLP–$700.0K0.45%––
Brighton Jones LLC9,034$702.0K0.04%––
Lombard Odier Asset Management (Switzerland) SA9,040$702.0K0.05%––
qPULA Trading Management LP9,106$707.0K1.50%––
MAI Capital Management9,119$708.0K0.02%––
Nachman Norwood & Parrott, Inc9,141$710.0K0.08%––
Thomas White International Ltd9,220$716.0K0.11%––
Johnson Financial Group, Inc.9,224$716.0K0.05%––
Lido Advisors, LLC9,228$717.0K0.02%––
Bull Street Advisors, LLC9,379$728.0K0.41%––
Bradley Foster & Sargent Inc9,409$731.0K0.02%––
Corsair Capital Management, L.P.9,428$732.0K0.15%––
Bel Air Investment Advisors LLC9,517$739.0K0.02%––
HBK Investments L P9,553$742.0K0.01%––
Prospera Financial Services Inc9,573$742.0K0.04%––
Childress Capital Advisors, LLC9,599$745.0K0.34%––
Keebeck Alpha, LP9,612$746.0K0.32%––
Financial Counselors Inc9,613$747.0K0.02%––
Vanguard Capital Wealth Advisors9,453$747.2K0.64%––
Trust Co of Vermont9,624$748.0K0.06%––
TriaGen Wealth Management LLC9,646$749.0K0.43%––
Whittier Trust Co9,674$751.0K0.01%––
Smithfield Trust Co9,684$752.0K0.05%––
Knights of Columbus Asset Advisors LLC9,689$752.0K0.07%––
OneAscent Wealth Management LLC9,695$753.0K0.32%––
First Horizon Advisors, Inc.9,735$755.0K0.04%––
Gryphon Financial Partners LLC9,760$758.0K0.18%––
Parsec Financial Management, Inc.9,784$760.0K0.04%––
Hobart Private Capital, LLC9,871$766.6K0.31%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main9,883$768.1K0.00%––
P.A.W. Capital Corp10,000$777.0K0.68%––
Windsor Creek Advisors, LLC10,000$777.0K0.30%––
Abbrea Capital, LLC10,020$778.0K0.13%––
Tokio Marine Asset Management Co Ltd10,043$780.0K0.08%––
Bridgefront Capital, LLC10,088$783.0K0.24%––
Evoke Wealth, LLC10,080$783.0K0.04%––
Leith Wheeler Investment Counsel Ltd.10,121$786.0K0.13%––
Fort Washington Investment Advisors Inc10,123$787.0K0.01%––
Cornerstone Investment Partners, LLC10,138$787.0K0.04%––
Bourgeon Capital Management LLC10,200$792.0K0.18%––
Northeast Financial Consultants Inc10,221$794.0K0.06%––
Longfellow Investment Management Co LLC10,273$798.0K0.10%––
ARGI Investment Services, LLC10,275$798.0K0.03%––
A.R.T. Advisors, LLC10,288$799.0K4.34%––
Orca Investment Management, LLC10,313$801.0K0.83%––
Amica Retiree Medical Trust10,433$810.0K0.55%––
Brown Brothers Harriman & Co10,468$813.0K0.01%––
Ballentine Partners, LLC10,534$818.0K0.03%––
Relyea Zuckerberg Hanson LLC10,036$823.0K0.36%––
Snowden Capital Advisors LLC10,690$830.2K0.05%––
Stonnington Group, LLC10,000$837.0K0.20%––
Altium Wealth Management LLC10,800$839.0K0.07%––
Cetera Advisors LLC10,856$843.0K0.02%––
Claraphi Advisory Network, LLC10,854$843.0K0.23%––
Washington Trust Co10,917$848.0K0.03%––
Lyell Wealth Management, LP10,914$848.0K0.12%––
TLWM10,922$849.0K0.32%––
Dakota Wealth Management11,025$856.0K0.11%––
Stonehage Fleming Financial Services Holdings Ltd11,170$867.0K0.03%––
NexWave Capital Partners LLC11,208$870.0K1.08%––
Sigma Planning Corp11,253$874.0K0.03%––
Mitchell McLeod Pugh & Williams Inc11,259$874.0K0.37%––
GFG Capital, LLC11,325$879.0K0.30%––
Quadrant Capital Group LLC11,333$880.0K0.14%––
Capital Investment Advisors, LLC11,339$881.0K0.03%––
TCF National Bank11,352$882.0K0.10%––
Ar Asset Management Inc11,400$885.0K0.26%––
Procyon Private Wealth Partners, LLC11,408$886.0K0.40%––
Trust Asset Management LLC11,421$887.0K0.12%––
Venturi Wealth Management, LLC11,443$889.0K0.08%––
Atlas Private Wealth Advisors11,469$891.0K0.50%––
Leavell Investment Management, Inc.11,496$893.0K0.07%––
Moody Aldrich Partners LLC11,533$896.0K0.13%––
Columbia Asset Management11,534$896.0K0.16%––
Moneta Group Investment Advisors LLC11,576$899.0K0.05%––
Ashton Thomas Private Wealth, LLC11,629$903.1K0.15%––
Parcion Private Wealth LLC11,785$915.0K0.10%––
Trust Co of Toledo NA11,840$920.0K0.17%––
Kirkoswald Asset Management LLC11,842$920.0K15.83%––
Odey Holdings AG11,900$924.0K8.32%––
NatWest Group plc11,950$928.0K0.45%––
Vident Investment Advisory, LLC12,026$934.0K0.03%––
Windsor Group LTD12,026$934.0K0.22%––
Intersect Capital LLC12,121$941.0K0.19%––
National Asset Management, Inc.12,394$947.0K0.03%––
Pacific Global Investment Management CO12,212$948.0K0.20%––
Dorsey & Whitney Trust CO LLC12,390$963.0K0.10%––
Sentry Investment Management LLC12,454$967.0K0.27%––
Hills Bank & Trust Co12,461$968.0K0.16%––
Norris Financial Group, LLC12,466$968.1K0.71%––
Southport Management, L.L.C.12,500$970.8K3.59%––
Supplemental Annuity Collective Trust of NJ12,600$979.0K0.34%––
Berkshire Asset Management LLC12,644$982.0K0.07%––
Nomura Holdings Inc13,307$982.0K0.01%––
Griffin Asset Management, Inc.12,678$985.0K0.13%––
Silvercrest Asset Management Group LLC12,689$985.0K0.01%––
United Capital Financial Advisers, LLC12,751$990.0K0.01%––
Empirical Finance, LLC14,509$994.0K0.17%––