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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
Allworth Financial LP2,624$204.0K0.00%––
McLean Asset Management Corp2,485$204.0K0.16%––
Fortem Financial Group, LLC2,617$203.0K0.12%––
Chesapeake Wealth Management2,596$202.0K0.07%––
Sheaff Brock Investment Advisors, LLC2,578$201.0K0.02%––
Powell Investment Advisors, LLC2,591$201.0K0.13%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,588$201.0K0.29%––
Anchor Investment Management, LLC2,543$197.5K0.03%––
FinTrust Capital Advisors, LLC2,466$192.0K0.06%––
Sargent Bickham Lagudis LLC2,417$188.0K0.02%––
Sandy Spring Bank2,400$187.0K0.01%––
Financial Management Professionals, Inc.2,409$187.0K0.05%––
Focused Wealth Management, Inc2,389$186.0K0.03%––
Rock Creek Group, LP2,336$181.0K0.03%––
AGF Investments LLC2,288$178.0K0.02%––
Wagner Wealth Management, LLC2,285$177.0K0.14%––
Firestone Capital Management2,276$177.0K0.06%––
Berman Capital Advisors, LLC2,250$174.0K0.04%––
Covington Capital Management2,214$172.0K0.01%––
AlphaCentric Advisors LLC2,210$172.0K0.06%––
Prestige Wealth Management Group LLC2,097$163.0K0.04%––
Maven Securities LTD2,072$161.0K0.02%––
Fieldpoint Private Securities, LLC2,048$159.0K0.04%––
Interactive Financial Advisors2,000$155.0K0.06%––
Old North State Trust, LLC1,962$152.0K0.12%––
Valley National Advisers Inc1,939$151.0K0.03%––
BerganKDV Wealth Management, LLC1,937$150.0K0.02%––
Endurance Wealth Management, Inc.1,916$149.0K0.02%––
Cutler Group LP1,807$140.0K0.01%––
Carolinas Wealth Consulting LLC1,741$135.0K0.03%––
Jones Financial Companies LLLP1,712$133.0K0.00%––
Graves-Light Private Wealth Management, Inc.1,708$133.0K0.02%––
Baystate Wealth Management LLC1,682$131.0K0.01%––
WealthShield Partners, LLC1,684$130.0K0.02%––
CVA Family Office, LLC1,631$127.0K0.05%––
Lindbrook Capital, LLC1,626$126.0K0.03%––
Edge Wealth Management LLC1,600$124.0K0.03%––
First Manhattan Co1,565$121.0K0.00%––
Vectors Research Management, LLC1,503$117.0K0.03%––
Cranbrook Wealth Management, LLC1,496$116.0K0.03%––
Clearstead Advisors, LLC1,485$115.0K0.01%––
Dividend Assets Capital, LLC1,467$114.0K0.02%––
Independence Bank of Kentucky1,428$111.0K0.05%––
Grandview Asset Management LLC1,404$109.0K0.06%––
Key Financial Inc1,384$107.0K0.07%––
Silvant Capital Management LLC1,357$105.0K0.02%––
Burleson & Company, LLC1,313$102.0K0.02%––
Arkadios Wealth Advisors1,325$102.0K0.02%––
Gleason Group, Inc.1,312$102.0K0.04%––
MPS Loria Financial Planners, LLC1,239$96.0K0.04%––
Prentice Wealth Management LLC1,222$95.0K0.05%––
Kayne Anderson Rudnick Investment Management LLC1,216$94.0K0.00%––
Evolution Wealth Advisors, LLC1,215$94.0K0.02%––
Bedel Financial Consulting, Inc.1,194$93.0K0.04%––
Plante Moran Financial Advisors, LLC1,127$88.0K0.02%––
Resources Management Corp1,109$86.0K0.01%––
QVR LLC1,105$86.0K1.78%––
Hexagon Capital Partners LLC1,114$86.0K0.02%––
West Paces Advisors Inc.1,094$85.0K0.03%––
Capital Advisors, Ltd. LLC1,081$84.0K0.02%––
Fortis Advisors, LLC1,079$84.0K0.06%––
Global Retirement Partners, LLC1,081$84.0K0.01%––
Sonora Investment Management, LLC1,055$82.0K0.01%––
Bay Harbor Wealth Management, LLC1,035$80.0K0.04%––
Tradition Wealth Management, LLC1,016$79.0K0.01%––
First National Bank of South Miami1,000$78.0K0.06%––
USA Financial Portformulas Corp978$76.0K0.06%––
WD Rutherford LLC975$76.0K0.05%––
Global Financial Private Client, LLC964$75.4K0.05%––
Founders Capital Management951$74.0K0.05%––
Cedar Wealth Management, LLC922$72.0K0.04%––
Jacobi Capital Management LLC931$72.0K0.01%––
First Command Bank928$72.0K0.02%––
First Command Financial Services, Inc.928$72.0K0.02%––
Lenox Wealth Advisors, LLC912$71.0K0.01%––
San Francisco Sentry Investment Group (Ca)897$70.0K0.03%––
Sun Life Financial INC874$68.0K0.01%––
Tarbox Family Office, Inc.882$68.0K0.01%––
Farmers & Merchants Investments Inc862$67.0K0.00%––
AllSquare Wealth Management LLC827$64.0K0.04%––
Glassman Wealth Services816$63.0K0.01%––
TSFG, LLC812$63.0K0.03%––
CoreFirst Bank & Trust811$63.0K0.04%––
Sutton Wealth Advisors Inc.809$62.8K0.02%––
Brewin Dolphin Wealth Management Ltd800$62.1K0.01%––
Reilly Financial Advisors, LLC793$62.0K0.01%––
Park Circle Co800$62.0K0.06%––
Compagnie Lombard Odier SCmA800$62.0K0.00%––
Stonebridge Capital Advisors LLC780$61.0K0.01%––
Estabrook Capital Management770$59.8K0.01%––
TCI Wealth Advisors, Inc.765$59.0K0.03%––
Cedar Mountain Advisors, LLC753$59.0K0.02%––
Rocky Mountain Advisers, LLC749$58.0K0.08%––
Gemmer Asset Management LLC751$58.0K0.01%––
Tacita Capital Inc745$58.0K0.04%––
Twin Lakes Capital Management, LLC720$56.0K0.03%––
SOA Wealth Advisors, LLC.733$56.0K0.02%––
Creative Financial Designs Inc700$54.0K0.01%––
M&R Capital Management Inc708$54.0K0.01%––
Carmichael Hill & Associates, Inc.700$54.0K0.03%––