Morgan Stanley

Exchange: NYSE
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000895421

SEC filings (opens in a new tab)

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.PA MS.PE MS.PF MS.PI MS.PK MS.PL MS.PO MS.PP MS.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

Value heldQ1 2021: $123.7B

Institutions holding MS and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,746	$281.7B
Q1 2026	2,514	$218.0B
Q4 2025	2,533	$239.4B
Q3 2025	2,266	$211.9B
Q2 2025	2,209	$190.6B
Q1 2025	2,104	$159.1B
Q4 2024	2,118	$170.9B
Q3 2024	1,875	$141.1B
Q2 2024	1,829	$131.2B
Q1 2024	1,799	$127.8B
Q4 2023	1,761	$128.3B
Q3 2023	1,671	$112.7B
Q2 2023	1,689	$118.7B
Q1 2023	1,674	$124.1B
Q4 2022	1,682	$120.2B
Q3 2022	1,586	$112.7B
Q2 2022	1,607	$109.6B
Q1 2022	1,673	$129.1B
Q4 2021	1,716	$146.9B
Q3 2021	1,592	$148.8B
Q2 2021	1,550	$143.7B
Q1 2021	1,516	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Folger Nolan Fleming Douglas Capital Management, Inc	12,820	$996.0K	0.12%	–	–
Somerset Trust Co	12,846	$998.0K	0.43%	–	–
SeaCrest Wealth Management, LLC	12,881	$1.00M	0.13%	–	–
Parsons Capital Management Inc	12,917	$1.00M	0.08%	–	–
Howland Capital Management LLC	12,989	$1.01M	0.06%	–	–
Perigon Wealth Management, LLC	12,992	$1.01M	0.10%	–	–
First National Trust Co	13,033	$1.01M	0.07%	–	–
Atlas Private Wealth Management	13,048	$1.01M	0.65%	–	–
AMG National Trust Bank	13,118	$1.02M	0.03%	–	–
Calamos Wealth Management LLC	13,123	$1.02M	0.08%	–	–
Delta Asset Management LLC	13,164	$1.02M	0.10%	–	–
Intact Investment Management Inc.	13,200	$1.02M	0.03%	–	–
Pallas Capital Advisors LLC	11,869	$1.03M	0.23%	–	–
CMT Capital Markets Trading GmbH	13,226	$1.03M	0.67%	–	–
1st Source Bank	13,332	$1.04M	0.07%	–	–
Investors Research Corp	13,416	$1.04M	0.39%	–	–
Brasada Capital Management, LP	13,445	$1.04M	0.23%	–	–
Caldwell Trust Co	13,467	$1.05M	0.15%	–	–
Systematic Financial Management LP	13,500	$1.05M	0.04%	–	–
Principle Wealth Partners LLC	13,763	$1.07M	0.13%	–	–
Signaturefd, LLC	13,778	$1.07M	0.05%	–	–
Green Harvest Asset Management LLC	13,818	$1.07M	0.26%	–	–
Fulton Bank, N.A.	13,855	$1.08M	0.05%	–	–
Excalibur Management Corp	13,884	$1.08M	0.53%	–	–
Weld Capital Management LLC	13,885	$1.08M	0.46%	–	–
Legacy Wealth Asset Management, LLC	13,906	$1.08M	0.50%	–	–
CAMG Solamere Management, LLC	13,931	$1.08M	0.93%	–	–
Bank Hapoalim BM	13,952	$1.08M	0.14%	–	–
Wealthcare Advisory Partners LLC	14,054	$1.09M	0.08%	–	–
Diversified Trust Co	14,176	$1.10M	0.04%	–	–
Checchi Capital Advisers, LLC	14,228	$1.10M	0.15%	–	–
Muhlenkamp & Co Inc	10,805	$1.11M	0.41%	–	–
Gladstone Institutional Advisory LLC	14,456	$1.12M	0.17%	–	–
Jackson Creek Investment Advisors LLC	14,473	$1.12M	0.39%	–	–
Aft, Forsyth & Sober, LLC	14,500	$1.13M	0.46%	–	–
Am Investment Strategies LLC	14,501	$1.13M	0.31%	–	–
Kinneret Advisory, LLC	14,679	$1.14M	0.15%	–	–
Coastline Trust Co	14,690	$1.14M	0.15%	–	–
Quantitative Systematic Strategies LLC	14,692	$1.14M	0.18%	–	–
Moloney Securities Asset Management, LLC	14,742	$1.15M	0.23%	–	–
Verdence Capital Advisors LLC	14,786	$1.15M	0.19%	–	–
Qtron Investments LLC	14,802	$1.15M	0.32%	–	–
Stratos Wealth Partners, LTD.	14,976	$1.16M	0.03%	–	–
Capital Management Associates	15,000	$1.17M	1.20%	–	–
Triangle Securities Wealth Management	15,081	$1.17M	0.42%	–	–
Meridian Wealth Management, LLC	15,142	$1.18M	0.17%	–	–
GPS Wealth Strategies Group, LLC	15,274	$1.19M	0.35%	–	–
KMG Fiduciary Partners, LLC	15,501	$1.20M	0.23%	–	–
CAPROCK Group, Inc.	15,560	$1.21M	0.13%	–	–
Xcel Wealth Management, LLC	15,560	$1.21M	0.43%	–	–
Institute for Wealth Management, LLC.	15,696	$1.22M	0.23%	–	–
Sequoia Financial Advisors, LLC	29,042	$1.22M	0.05%	–	–
Diligent Investors, LLC	15,728	$1.22M	0.45%	–	–
Intrust Bank NA	15,839	$1.23M	0.18%	–	–
White Pine Capital LLC	15,850	$1.23M	0.39%	–	–
Asio Capital, LLC	15,895	$1.23M	0.51%	–	–
Bank Pictet & Cie (Asia) Ltd	15,999	$1.24M	0.38%	–	–
Moors & Cabot, Inc.	20,035	$1.24M	0.10%	–	–
McDonald Partners LLC	16,140	$1.25M	0.32%	–	–
Venture Visionary Partners LLC	16,308	$1.27M	0.11%	–	–
Spire Wealth Management	16,919	$1.27M	0.03%	–	–
SevenBridge Financial Group, LLC	16,406	$1.27M	0.46%	–	–
44 Wealth Management LLC	16,430	$1.28M	0.53%	–	–
Oak Asset Management, LLC	16,438	$1.28M	0.69%	–	–
InterOcean Capital Group, LLC	16,489	$1.28M	0.07%	–	–
Optimal Asset Management, Inc.	16,640	$1.29M	0.17%	–	–
United Services Automobile Association	16,653	$1.29M	0.02%	–	–
Cornercap Investment Counsel Inc	16,658	$1.29M	0.14%	–	–
Acropolis Investment Management, LLC	16,694	$1.30M	0.13%	–	–
Delphi Management Inc	16,772	$1.30M	1.38%	–	–
Cullen/Frost Bankers, Inc.	16,877	$1.31M	0.03%	–	–
Advisory Services Network, LLC	16,909	$1.31M	0.05%	–	–
Interchange Capital Partners, LLC	13,822	$1.31M	0.71%	–	–
Duff & Phelps Investment Management Co	17,295	$1.34M	0.02%	–	–
Csenge Advisory Group	16,686	$1.35M	0.14%	–	–
Sage Rhino Capital LLC	17,348	$1.35M	0.44%	–	–
Balasa Dinverno & Foltz LLC	17,492	$1.36M	0.11%	–	–
Cetera Advisor Networks LLC	17,511	$1.36M	0.03%	–	–
Brewin Dolphin Ltd	17,532	$1.36M	0.07%	–	–
Assenagon Asset Management S.A.	17,671	$1.37M	0.01%	–	–
Independent Advisor Alliance	17,663	$1.37M	0.08%	–	–
Wedbush Securities Inc	17,677	$1.37M	0.08%	–	–
NVWM, LLC	17,780	$1.38M	0.55%	–	–
Fuller & Thaler Asset Management, Inc.	17,839	$1.39M	0.01%	–	–
Parkside Investments, LLC	18,000	$1.40M	0.29%	–	–
Westwood Holdings Group Inc.	18,001	$1.40M	0.01%	–	–
Bryn Mawr Trust Co	18,219	$1.42M	0.06%	–	–
S&CO Inc	18,231	$1.42M	0.12%	–	–
Cloverfields Capital Group, LP	18,288	$1.42M	0.46%	–	–
Trust Investment Advisors	18,298	$1.42M	1.39%	–	–
Richard Bernstein Advisors LLC	18,369	$1.43M	0.03%	–	–
Veriti Management LLC	18,365	$1.43M	0.38%	–	–
Magnetar Financial LLC	18,842	$1.46M	0.01%	–	–
HighPoint Advisor Group LLC	18,123	$1.46M	0.17%	–	–
Alaethes Wealth LLC	18,833	$1.46M	1.36%	–	–
Wright Investors Service Inc	18,940	$1.47M	0.45%	–	–
Savant Capital, LLC	18,953	$1.47M	0.08%	–	–
Tiemann Investment Advisors, LLC	19,141	$1.49M	0.74%	–	–
Conning Inc.	19,192	$1.49M	0.04%	–	–
Clear Street Markets LLC	19,201	$1.49M	0.44%	–	–