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
JustInvest LLC	19,227	$1.49M	0.23%	–	–
Rational Advisors LLC	19,443	$1.51M	0.28%	–	–
Kestra Private Wealth Services, LLC	19,553	$1.52M	0.11%	–	–
Bank of Hawaii	19,740	$1.53M	0.09%	–	–
Clarius Group, LLC	19,757	$1.53M	0.15%	–	–
UBP Investment Advisors SA	20,000	$1.55M	0.63%	–	–
Centaurus Financial, Inc.	19,990	$1.55M	0.15%	–	–
Russell Clark Investment Management Ltd	20,000	$1.55M	1.26%	–	–
Steel Peak Wealth Management LLC	20,078	$1.56M	0.13%	–	–
Abbot Financial Management, Inc.	20,200	$1.57M	0.71%	–	–
Hoey Investments, Inc	20,199	$1.57M	0.55%	–	–
TCTC Holdings, LLC	20,775	$1.61M	0.08%	–	–
Bayesian Capital Management, LP	20,900	$1.62M	0.37%	–	–
Boston Partners	20,916	$1.62M	0.00%	–	–
Deltec Asset Management LLC	21,000	$1.63M	0.24%	–	–
IPG Investment Advisors LLC	21,300	$1.65M	0.32%	–	–
QS Investors, LLC	21,301	$1.66M	0.02%	–	–
Verition Fund Management LLC	21,663	$1.68M	0.03%	–	–
Ritholtz Wealth Management	21,789	$1.69M	0.14%	–	–
Park Avenue Securities LLC	21,846	$1.70M	0.04%	–	–
Syntal Capital Partners, LLC	21,883	$1.70M	0.64%	–	–
Goodwin Daniel L	22,000	$1.71M	0.89%	–	–
Cacti Asset Management LLC	22,000	$1.71M	0.15%	–	–
South State Corp.	22,096	$1.72M	0.16%	–	–
American National Registered Investment Advisor, Inc.	22,162	$1.72M	0.67%	–	–
Capital Investment Counsel, Inc	22,264	$1.73M	0.46%	–	–
Northwest & Ethical Investments L.P.	22,341	$1.73M	0.06%	–	–
DCF Advisers, LLC	22,500	$1.75M	0.89%	–	–
Culbertson A N & Co Inc	22,505	$1.75M	0.38%	–	–
OPSEU Pension Plan Trust Fund	22,614	$1.77M	0.46%	–	–
Pinnacle Wealth Management Advisory Group, LLC	22,830	$1.77M	0.50%	–	–
IndexIQ Advisors LLC	22,843	$1.77M	0.06%	–	–
Profund Advisors LLC	22,906	$1.78M	0.07%	–	–
AE Wealth Management LLC	22,910	$1.78M	0.02%	–	–
Bowling Portfolio Management LLC	22,991	$1.78M	0.42%	–	–
Townsend & Associates, Inc	23,142	$1.80M	1.17%	–	–
Baldwin Investment Management, LLC	23,233	$1.80M	0.33%	–	–
Texas Yale Capital Corp.	23,380	$1.82M	0.11%	–	–
Courier Capital LLC	23,759	$1.84M	0.19%	–	–
HCR Wealth Advisors	23,861	$1.85M	0.37%	–	–
Pathstone Family Office, LLC	23,951	$1.86M	0.06%	–	–
AIA Group Ltd	24,428	$1.90M	0.27%	–	–
Geneos Wealth Management Inc.	23,025	$1.90M	0.05%	–	–
FourThought Financial, LLC	24,559	$1.91M	0.28%	–	–
Ibex Wealth Advisors	24,998	$1.94M	0.48%	–	–
Nicholas Investment Partners, LP	25,000	$1.94M	0.14%	–	–
Kovitz Investment Group Partners, LLC	25,200	$1.96M	0.05%	–	–
L2 Asset Management, LLC	25,419	$1.97M	2.03%	–	–
Homrich & Berg	25,460	$1.98M	0.05%	–	–
Comerica Securities,inc.	25,545	$1.98M	0.15%	–	–
Greenwich Wealth Management LLC	25,664	$1.99M	0.16%	–	–
Occidental Asset Management, LLC	25,659	$1.99M	0.59%	–	–
Mayflower Financial Advisors, LLC	25,685	$2.00M	0.30%	–	–
Regions Financial Corp	25,816	$2.00M	0.02%	–	–
Ethic Inc.	26,332	$2.04M	0.36%	–	–
We Are One Seven, LLC	26,364	$2.05M	0.35%	–	–
Covenant Multifamily Offices, LLC	26,412	$2.05M	0.42%	–	–
Walleye Trading LLC	27,052	$2.10M	0.07%	–	–
Parallel Advisors, LLC	27,390	$2.13M	0.10%	–	–
Koshinski Asset Management, Inc.	27,429	$2.13M	0.23%	–	–
Banque Cantonale Vaudoise	27,461	$2.13M	0.11%	–	–
Prudent Man Advisors, LLC	27,515	$2.14M	0.90%	–	–
Carret Asset Management, LLC	27,578	$2.14M	0.27%	–	–
TownSquare Capital, LLC	27,579	$2.14M	0.08%	–	–
Union Heritage Capital, LLC	27,747	$2.15M	1.07%	–	–
Bokf, NA	27,889	$2.17M	0.04%	–	–
Worldquant Millennium Advisors LLC	27,950	$2.17M	0.05%	–	–
Synovus Financial Corp	28,339	$2.20M	0.02%	–	–
Unigestion Holding SA	28,382	$2.20M	0.08%	–	–
Williams Jones Wealth Management, LLC.	28,384	$2.20M	0.03%	–	–
Loring Wolcott & Coolidge Fiduciary Advisors LLP	28,429	$2.21M	0.02%	–	–
Gries Financial LLC	26,074	$2.21M	0.71%	–	–
Dynamic Advisor Solutions LLC	28,574	$2.22M	0.21%	–	–
Voya Financial Advisors, Inc.	28,072	$2.22M	0.09%	–	–
Heron Financial Group, LLC	28,482	$2.23M	1.35%	–	–
TrimTabs Asset Management, LLC	27,907	$2.23M	1.14%	–	–
Palisade Asset Management, LLC	28,914	$2.25M	0.29%	–	–
Avantax Advisory Services, Inc.	28,961	$2.25M	0.05%	–	–
Greenleaf Trust	29,125	$2.26M	0.03%	–	–
Arrowstreet Capital, Limited Partnership	29,126	$2.26M	0.00%	–	–
Hudson Canyon Capital Management	29,472	$2.29M	1.80%	–	–
Foster & Motley Inc	29,506	$2.29M	0.21%	–	–
Everence Capital Management Inc	29,931	$2.32M	0.21%	–	–
Gifford Fong Associates	30,000	$2.33M	0.50%	–	–
Gsa Capital Partners LLP	30,170	$2.34M	0.39%	–	–
Raymond James Trust N.A.	30,210	$2.35M	0.08%	–	–
USS Investment Management Ltd	30,500	$2.37M	0.02%	–	–
Barings LLC	31,080	$2.41M	0.06%	–	–
Gotham Asset Management, LLC	31,144	$2.42M	0.11%	–	–
Huntington National Bank	31,198	$2.42M	0.03%	–	–
Sumitomo Life Insurance Co	31,294	$2.43M	0.10%	–	–
Siemens Fonds Invest GmbH	31,414	$2.44M	0.24%	–	–
Wetherby Asset Management Inc	31,962	$2.48M	0.19%	–	–
Arcus Capital Partners, LLC	31,983	$2.48M	0.20%	–	–
Cresset Asset Management, LLC	32,219	$2.50M	0.04%	–	–
Neville Rodie & Shaw Inc	32,290	$2.51M	0.21%	–	–
Cerity Partners LLC	32,292	$2.51M	0.06%	–	–
Meiji Yasuda Life Insurance Co	32,447	$2.52M	0.05%	–	–
Lipe & Dalton	32,571	$2.53M	1.40%	–	–
Meiji Yasuda Asset Management Co Ltd.	32,777	$2.54M	0.19%	–	–