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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
Eukles Asset Management6,664$518.0K0.33%––
XR Securities LLC6,655$517.0K0.29%––
Strategic Investment Advisors6,637$515.0K0.13%––
Game Creek Capital, LP6,620$514.0K0.31%––
Harbor Advisors LLC6,608$513.0K0.11%––
Valeo Financial Advisors, LLC6,610$513.0K0.02%––
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%––
Duncker Streett & Co Inc6,571$510.0K0.10%––
Parkside Financial Bank & Trust6,578$510.0K0.15%––
Community Bank of Raymore6,540$508.0K0.17%––
Visionary Wealth Advisors6,538$508.0K0.05%––
First National Bank of Hutchinson6,517$506.0K0.25%––
Avidian Wealth Solutions, LLC6,507$505.0K0.04%––
Personal Cfo Solutions, LLC6,497$505.0K0.11%––
Douglass Winthrop Advisors, LLC6,491$504.0K0.01%––
EP Wealth Advisors, LLC6,490$504.0K0.02%––
Lee Danner & Bass Inc6,475$503.0K0.05%––
Stratos Wealth Advisors, LLC6,427$499.0K0.05%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,425$498.0K0.05%––
Orion Portfolio Solutions, LLC6,415$498.0K0.02%––
City Holding Co6,406$497.0K0.09%––
Harvest Management LLC6,391$496.0K0.36%––
Sippican Capital Advisors6,366$494.0K0.46%––
Harbor Investment Advisory, LLC6,282$488.0K0.07%––
Resources Investment Advisors, LLC.6,278$488.0K0.02%––
Mastrapasqua Asset Management Inc6,270$487.0K0.06%––
Chicago Wealth Management, Inc.6,243$485.0K0.39%––
Private Capital Group, LLC6,227$484.0K0.12%––
Exane Derivatives6,127$475.8K0.14%––
Salem Investment Counselors Inc6,076$472.0K0.03%––
Welch & Forbes LLC6,056$471.0K0.01%––
Parametrica Management Ltd5,960$471.0K0.23%––
Highland Private Wealth Management6,049$470.0K0.08%––
Evermay Wealth Management LLC6,040$469.0K0.09%––
Mutual Advisors, LLC6,011$467.0K0.03%––
Advisors Capital Management, LLC5,973$463.0K0.02%––
Insight 2811, Inc.5,941$461.0K0.27%––
Bank of Nova Scotia Trust Co5,940$461.0K0.04%––
Ridgewood Investments LLC5,833$453.0K0.28%––
Paces Ferry Wealth Advisors, LLC5,821$452.0K0.39%––
Davenport & Co LLC5,798$450.0K0.00%––
Maltin Wealth Management, Inc.5,759$447.0K0.29%––
Bell Bank5,662$440.0K0.06%––
Cape Cod Five Cents Savings Bank5,648$439.0K0.05%––
ACG Wealth5,616$436.0K0.06%––
Curbstone Financial Management Corp5,612$436.0K0.09%––
Great Lakes Advisors, LLC5,606$435.0K0.01%––
Private Portfolio Partners LLC5,598$434.8K0.14%––
Peoples Bank5,588$434.0K0.24%––
Eastern Bank5,582$433.0K0.02%––
180 Wealth Advisors, LLC4,902$433.0K0.11%––
Frisch Financial Group, Inc.5,577$433.0K0.15%––
Kore Private Wealth LLC5,560$432.0K0.06%––
Krane Funds Advisors LLC5,552$431.0K0.02%––
Community Trust & Investment Co5,540$430.0K0.04%––
Great Valley Advisor Group, Inc.5,530$429.0K0.04%––
Perpetual Investment Management Ltd5,500$426.0K0.07%––
Nicholas Hoffman & Company, LLC.5,485$426.0K0.09%––
First Financial Bank - Trust Division5,467$425.0K0.05%––
Colony Group LLC5,398$419.0K0.01%––
M Holdings Securities, Inc.5,382$418.0K0.04%––
Waldron Private Wealth LLC5,393$418.0K0.03%––
Lombard Odier Asset Management (Europe) Ltd5,320$413.0K0.03%––
Vivaldi Capital Management, LLC4,726$413.0K0.08%––
Stock Yards Bank & Trust Co5,296$411.0K0.03%––
Perritt Capital Management Inc5,275$410.0K0.22%––
Belpointe Asset Management LLC5,223$405.0K0.03%––
Laffer Tengler Investments5,209$404.5K0.15%––
Cambridge Trust Co5,201$404.0K0.02%––
Eqis Capital Management, Inc.5,172$402.0K0.03%––
Eudaimonia Partners, LLC5,169$402.0K0.08%––
Ausdal Financial Partners, Inc.5,104$396.0K0.07%––
Strategic Financial Services, Inc,5,082$395.0K0.03%––
Employers Holdings, Inc.5,059$393.0K0.23%––
Ledyard National Bank5,029$391.0K0.04%––
Financial Advisors, LLC5,040$391.0K0.16%––
Clarus Wealth Advisors4,837$390.0K0.24%––
Park National Corp5,013$389.0K0.02%––
Western Wealth Management, LLC4,997$388.0K0.05%––
IFG Advisors, LLC4,983$387.0K0.21%––
Icon Wealth Partners, LLC4,958$385.0K0.05%––
Kingsview Wealth Management, LLC4,924$385.0K0.02%––
HM Payson & Co4,945$384.0K0.01%––
Tatro Capital, LLC4,939$384.0K0.30%––
XTX Topco Ltd4,942$384.0K0.19%––
Geller Advisors LLC4,917$382.0K0.09%––
Fort Pitt Capital Group, LLC4,908$381.0K0.02%––
American Portfolios Advisors4,899$380.5K0.02%––
Alpha Cubed Investments, LLC4,885$379.0K0.03%––
Aspire Private Capital, LLC4,865$378.0K0.13%––
Seeyond4,871$378.0K0.04%––
V Wealth Advisors LLC4,855$377.0K0.07%––
Crawford Investment Counsel Inc4,839$376.0K0.01%––
Rossmore Private Capital4,815$374.0K0.07%––
Chelsea Counsel Co4,776$371.0K0.18%––
Personal Capital Advisors Corp4,756$369.0K0.00%––
Marcum Wealth, LLC4,738$368.0K0.06%––
Jackson Square Capital, LLC4,739$368.0K0.14%––