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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
Clear Harbor Asset Management, LLC4,715$366.0K0.05%––
Kovack Advisors, Inc.4,711$366.0K0.05%––
Wealthsource Partners, LLC4,701$365.0K0.04%––
Strategic Wealth Management Group, LLC4,681$364.0K0.14%––
Kaizen Financial Strategies4,673$363.0K0.35%––
BLB&B Advisors, LLC4,658$362.0K0.03%––
Miracle Mile Advisors, LLC4,650$361.0K0.02%––
North Star Investment Management Corp.4,630$360.0K0.03%––
Cohen & Steers, Inc.4,628$359.0K0.00%––
Executive Wealth Group LLC4,594$356.8K0.22%––
Marino, Stram & Associates LLC4,589$356.0K0.14%––
AdvisorNet Financial, Inc4,585$356.0K0.03%––
Annapolis Financial Services, LLC4,587$356.0K0.13%––
First Citizens Financial Corp4,577$355.0K0.29%––
Henshaw Capital LLC4,553$353.6K0.02%––
Psagot Investment House Ltd.4,544$353.0K0.01%––
Essex Financial Services, Inc.4,498$349.0K0.06%––
Mather Group, LLC.4,485$348.0K0.01%––
Cordasco Financial Network4,478$348.0K0.25%––
Buckley Wealth Management, LLC4,475$348.0K0.13%––
OneAscent Financial Services LLC4,480$348.0K0.34%––
Summit Trail Advisors, LLC4,474$347.0K0.04%––
Ipswich Investment Management Co., Inc.4,432$344.0K0.10%––
Apollon Wealth Management, LLC4,435$344.0K0.07%––
MidWestOne Financial Group, Inc.4,416$343.0K0.08%––
Rothschild Investment Corp4,409$342.0K0.03%––
Bluefin Capital Management, LLC4,400$342.0K0.02%––
Aj Wealth Strategies, LLC4,400$342.0K0.02%––
StoneX Group Inc.4,379$340.0K0.06%––
Eads & Heald Wealth Management4,376$340.0K0.17%––
Pinnacle Financial Partners Inc4,369$340.0K0.02%––
NEXT Financial Group, Inc4,374$340.0K0.03%––
Citizens Financial Group Inc4,347$338.0K0.02%––
Michael B. Yongue4,343$337.0K0.27%––
Alliance Wealth Advisors, LLC4,335$337.0K0.33%––
Bard Financial Services, Inc.4,345$337.0K0.03%––
Wintrust Investments LLC4,311$335.0K0.03%––
Pacitti Group Inc.4,323$335.0K0.22%––
Tower Bridge Advisors4,302$334.1K0.03%––
Allred Capital Management, LLC4,277$332.2K0.15%––
Benjamin F. Edwards & Company, Inc.4,275$332.0K0.02%––
Main Street Financial Solutions, LLC4,251$330.0K0.06%––
Buckingham Strategic Wealth, LLC4,240$329.0K0.02%––
Destination Wealth Management4,229$328.0K0.01%––
M&G Investment Management Ltd4,173$325.0K0.00%––
Arete Wealth Advisors, LLC4,686$325.0K0.04%––
Sunflower Bank, N.A.4,192$325.0K0.05%––
Altus Wealth Group LLC3,928$325.0K0.32%––
ProVise Management Group, LLC4,171$324.0K0.03%––
Buffington Mohr McNeal4,150$322.0K0.07%––
First Midwest Bank Trust Division4,131$321.0K0.04%––
KLCM Advisors, Inc.4,134$321.0K0.07%––
Pinnacle Wealth Planning Services, Inc.4,133$321.0K0.08%––
Farmers National Bank4,122$320.1K0.12%––
ETF Managers Group, LLC4,027$318.0K0.01%––
Intercontinental Wealth Advisors, LLC4,101$318.0K0.07%––
Curi Capital4,106$318.0K0.20%––
Hoylecohen, LLC4,064$316.0K0.03%––
IHT Wealth Management, LLC4,073$316.0K0.02%––
Carlson Capital Management4,056$315.0K0.05%––
Calton & Associates, Inc.4,036$313.0K0.06%––
Westshore Wealth, LLC4,028$313.0K0.18%––
Davis R M Inc3,999$311.0K0.01%––
GHP Investment Advisors, Inc.4,006$311.0K0.03%––
Westover Capital Advisors, LLC4,000$311.0K0.11%––
Concord Wealth Partners4,008$311.0K0.10%––
Heritage Wealth Advisors3,997$310.4K0.02%––
Exencial Wealth Advisors, LLC3,992$310.0K0.02%––
Ellevest, Inc.3,996$310.0K0.04%––
CX Institutional3,975$309.0K0.03%––
Platte River Wealth Advisors, LLC3,825$307.0K0.13%––
Lebenthal Global Advisors, LLC3,955$307.0K0.19%––
Sawtooth Solutions, LLC3,911$304.0K0.07%––
Grandfield & Dodd, LLC3,884$300.0K0.02%––
IFP Advisors, Inc3,876$300.0K0.01%––
State of Wyoming3,858$300.0K0.49%––
Ci Investments Inc.3,837$298.0K0.00%––
Waterfront Wealth Inc.3,804$298.0K0.15%––
Polar Asset Management Partners Inc.3,819$297.0K0.00%––
CNB Bank3,800$295.0K0.20%––
Trustmark National Bank Trust Department3,790$294.0K0.02%––
Beacon Pointe Advisors, LLC3,769$294.0K0.02%––
Overbrook Management Corp3,764$292.0K0.06%––
Mid Atlantic Financial Management Inc3,735$290.0K0.02%––
Redhawk Wealth Advisors, Inc.3,738$290.0K0.07%––
Legacy Financial Advisors, Inc.3,702$287.0K0.08%––
Curated Wealth Partners LLC3,695$287.0K0.18%––
HYA Advisors, Inc3,691$287.0K0.14%––
NewEdge Wealth, LLC3,697$287.0K0.03%––
Marathon Capital Management3,678$285.0K0.08%––
Berkshire Bank3,675$285.0K0.07%––
SOL Capital Management CO3,656$284.0K0.06%––
Pineno Levin & Ford Asset Management, Inc.3,630$282.0K0.10%––
Rosenberg Matthew Hamilton3,621$281.0K0.16%––
Beirne Wealth Consulting Services, LLC3,600$280.0K0.16%––
One Wealth Advisors, LLC3,603$280.0K0.11%––
Chicago Trust Co NA3,586$278.0K0.10%––
Financial Engines Advisors L.L.C.3,548$276.0K0.00%––
Pflug Koory, LLC3,560$276.0K0.15%––
Adirondack Trust Co3,538$275.0K0.15%––