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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
Bel Air Investment Advisors LLC9,517$739.0K0.02%––
Corsair Capital Management, L.P.9,428$732.0K0.15%––
Bradley Foster & Sargent Inc9,409$731.0K0.02%––
Bull Street Advisors, LLC9,379$728.0K0.41%––
Lido Advisors, LLC9,228$717.0K0.02%––
Thomas White International Ltd9,220$716.0K0.11%––
Johnson Financial Group, Inc.9,224$716.0K0.05%––
Nachman Norwood & Parrott, Inc9,141$710.0K0.08%––
MAI Capital Management9,119$708.0K0.02%––
qPULA Trading Management LP9,106$707.0K1.50%––
Brighton Jones LLC9,034$702.0K0.04%––
Lombard Odier Asset Management (Switzerland) SA9,040$702.0K0.05%––
Lincoln National Corp9,273$700.0K0.02%––
Fulcrum Asset Management LLP–$700.0K0.45%––
Robotti Robert9,000$699.0K0.18%––
IMA Wealth, Inc.8,982$698.0K0.17%––
NuWave Investment Management, LLC8,920$693.0K0.87%––
Sumitomo Mitsui Financial Group, Inc.8,725$690.0K0.02%––
J. W. Coons Advisors, LLC8,871$688.0K0.25%––
Denali Advisors LLC8,800$683.0K0.21%––
Columbia Trust Co 010120168,797$683.0K0.42%––
Baker Tilly Wealth Management, LLC8,789$683.0K0.14%––
Quantamental Technologies LLC8,737$679.0K2.18%––
Lakeview Capital Partners, LLC8,733$678.0K0.29%––
Strategy Asset Managers LLC8,717$677.0K0.16%––
Prio Wealth Limited Partnership8,667$673.0K0.02%––
Burke & Herbert Bank & Trust Co8,616$669.0K0.46%––
Tuttle Tactical Management8,597$668.0K0.26%––
Legacy Bridge, LLC8,594$667.0K0.43%––
New Vernon Investment Management LLC8,550$664.0K1.10%––
Donald L. Hagan, LLC8,546$664.0K0.44%––
Wealthstreet Investment Advisors, LLC8,535$663.0K0.06%––
E&G Advisors, LP8,501$660.0K0.19%––
TRUE Private Wealth Advisors8,443$656.0K0.11%––
Shulman DeMeo Asset Management LLC8,397$652.0K0.18%––
Ironwood Investment Counsel, LLC8,386$651.0K0.19%––
Proficio Capital Partners LLC8,361$649.0K0.08%––
Jump Financial, LLC8,345$648.0K0.06%––
Outlook Wealth Advisors, LLC8,307$645.0K0.22%––
Somerville Kurt F8,253$641.0K0.10%––
WESPAC Advisors, LLC8,259$641.0K0.48%––
Shufro Rose & Co LLC8,220$638.0K0.05%––
Independent Investors Inc8,216$638.0K0.17%––
Rosenblum Silverman Sutton S F Inc8,100$629.0K0.16%––
Lake Street Advisors Group, LLC8,027$623.0K0.05%––
Standard Family Office LLC8,009$622.0K0.15%––
IFG Advisory, LLC7,985$620.0K0.08%––
TD Ameritrade Investment Management, LLC9,036$619.0K0.00%––
Fort Point Capital Partners LLC7,966$619.0K0.14%––
Cim Investment Mangement Inc7,900$614.0K0.19%––
Renaissance Investment Group LLC7,890$612.0K0.17%––
Strategic Blueprint, LLC7,876$612.0K0.13%––
Toroso Investments, LLC7,839$609.0K0.03%––
Meridian Investment Counsel Inc.7,796$605.0K0.23%––
Good Life Advisors, LLC7,729$603.0K0.12%––
Johnson Financial Group, LLC7,770$603.0K0.14%––
West Oak Capital, LLC7,750$602.0K0.26%––
Centiva Capital, LP7,726$600.0K0.08%––
Magnus Financial Group LLC7,711$599.0K0.14%––
Skba Capital Management LLC7,700$598.0K0.09%––
Asset Management Corp7,692$597.0K0.41%––
Ameritas Investment Company, LLC7,678$596.3K0.05%––
Avestar Capital, LLC7,176$594.0K0.13%––
Tributary Capital Management, LLC7,600$590.0K0.05%––
O'Neil Global Advisors, Inc.7,600$590.0K0.57%––
Hilltop Holdings Inc.7,568$587.0K0.08%––
Busey Wealth Management7,558$587.0K0.03%––
Private Trust Co NA7,538$585.0K0.10%––
Wealth Alliance7,412$576.0K0.16%––
Echo Street Capital Management LLC7,310$568.0K0.01%––
Two Sigma Securities, LLC7,263$564.0K0.13%––
Hennion & Walsh Asset Management, Inc.7,227$561.0K0.03%––
International Assets Investment Management, LLC59,810$559.0K0.05%––
Brown Capital Management LLC7,188$558.0K0.00%––
J.W. Cole Advisors, Inc.7,189$558.0K0.05%––
Harbour Investments, Inc.7,178$557.0K0.02%––
Salzhauer Michael7,140$555.0K0.33%––
Patriot Financial Group Insurance Agency, LLC7,120$553.0K0.13%––
F&V Capital Management, LLC7,064$549.0K0.21%––
Washburn Capital Management, Inc.7,060$548.0K0.37%––
Davidson Investment Advisors6,984$542.0K0.05%––
Circle Wealth Management, LLC6,963$541.0K0.09%––
Wharton Business Group, LLC6,959$540.0K0.04%––
LMR Partners LLP6,958$540.0K0.01%––
Integrated Wealth Concepts LLC6,916$537.0K0.02%––
Rehmann Capital Advisory Group6,831$530.5K0.05%––
Gofen & Glossberg LLC6,828$530.0K0.01%––
Lokken Investment Group LLC6,825$530.0K0.47%––
Bahl & Gaynor Inc6,807$529.0K0.00%––
Bartlett & Co. Wealth Management LLC6,802$528.2K0.01%––
Optimum Investment Advisors6,800$528.0K0.15%––
Bartlett & Co. LLC6,802$528.0K0.01%––
Pekin Hardy Strauss, Inc.6,783$527.0K0.08%––
Equitable Holdings, Inc.6,771$526.0K0.01%––
Truadvice, LLC6,287$526.0K0.16%––
Quilter Plc6,738$523.0K0.02%––
Canton Hathaway, LLC6,725$522.0K0.17%––
Tiedemann Advisors, LLC6,713$521.0K0.02%––
Mount Yale Investment Advisors, LLC6,705$521.0K0.07%––
Emerald Advisors, LLC6,697$520.0K0.19%––