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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; 2,745 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: 1,672 institutionsQ2 2022: 1,606 institutionsQ3 2022: 1,585 institutionsQ4 2022: 1,681 institutionsQ1 2023: 1,673 institutionsQ2 2023: 1,688 institutionsQ3 2023: 1,670 institutionsQ4 2023: 1,760 institutionsQ1 2024: 1,798 institutionsQ2 2024: 1,828 institutionsQ3 2024: 1,874 institutionsQ4 2024: 2,117 institutionsQ1 2025: 2,103 institutionsQ2 2025: 2,208 institutionsQ3 2025: 2,265 institutionsQ4 2025: 2,532 institutionsQ1 2026: 2,513 institutionsQ2 2026: 2,745 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 20262,745$281.7B
Q1 20262,513$218.0B
Q4 20252,532$239.4B
Q3 20252,265$211.9B
Q2 20252,208$190.6B
Q1 20252,103$159.1B
Q4 20242,117$170.9B
Q3 20241,874$141.1B
Q2 20241,828$131.2B
Q1 20241,798$127.8B
Q4 20231,760$128.3B
Q3 20231,670$112.7B
Q2 20231,688$118.7B
Q1 20231,673$124.1B
Q4 20221,681$120.2B
Q3 20221,585$112.7B
Q2 20221,606$109.6B
Q1 20221,672$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
HHM Wealth Advisors, LLC680$53.0K0.02%––
Larson Financial Group LLC654$51.0K0.02%––
ShoreHaven Wealth Partners, LLC660$51.0K0.03%––
Carroll Financial Associates, Inc.653$50.0K0.00%––
Meridian Wealth Partners, LLC629$49.0K0.01%––
Hillsdale Investment Management Inc.600$47.0K0.00%––
Benjamin Edwards Inc600$47.0K0.04%––
Wealthcare Capital Management LLC600$47.0K0.00%––
Lloyd Advisory Services, LLC.607$47.0K0.03%––
Column Capital Advisors, LLC592$46.0K0.01%––
Crescent Capital Consulting, LLC594$46.0K0.01%––
Horrell Capital Management, Inc.583$45.0K0.02%––
Riverview Trust Co581$45.0K0.05%––
Human Investing LLC565$44.0K0.01%––
McIlrath & Eck, LLC538$42.0K0.01%––
Smith Asset Management Group LP527$41.0K0.00%––
Professional Financial Advisors, LLC525$41.0K0.03%––
First Bank & Trust521$40.0K0.02%––
Semmax Financial Advisors Inc.519$40.0K0.01%––
Hilton Capital Management, LLC500$39.0K0.00%––
Clearview Wealth Advisors LLC506$39.0K0.03%––
Freedman Financial Associates, Inc.500$39.0K0.03%––
Horan Securities, Inc.490$38.0K0.03%––
BDO Wealth Advisors, LLC459$36.0K0.00%––
Valley Brook Capital Group469$36.0K0.03%––
Barrett Asset Management, LLC450$35.0K0.00%––
Better Money Decisions, LLC450$35.0K0.04%––
Riggs Asset Managment Co. Inc.442$34.0K0.01%––
Northwest Investment Counselors, LLC425$33.0K0.01%––
Kelly Financial Services LLC415$32.2K0.02%––
Ogorek Anthony Joseph414$32.0K0.02%––
Raffa Wealth Management, LLC404$31.4K0.01%––
Security National Trust Co401$31.0K0.01%––
AlphaMark Advisors, LLC400$31.0K0.01%––
American Research & Management Co.400$31.0K0.01%––
Total Clarity Wealth Management, Inc.400$31.0K0.02%––
KB Financial Partners, LLC384$30.0K0.01%––
First Horizon Corp374$29.0K0.00%––
Colrain Capital LLC400$27.0K0.03%––
Alpha DNA Investment Management LLC368$27.0K0.03%––
Close Asset Management Ltd340$26.0K0.00%––
Savior LLC330$26.0K0.03%––
Hanson & Doremus Investment Management319$25.0K0.01%––
Cowen Prime Services LLC318$25.0K0.01%––
Johnson Midwest Financial, LLC324$25.0K0.03%––
Joseph P. Lucia & Associates, LLC318$25.0K0.01%––
First Financial Corp312$24.0K0.02%––
MV Capital Management, Inc.305$24.0K0.00%––
Aua Capital Management, LLC315$24.0K0.02%––
Resolute Partners Group306$24.0K0.00%––
Pinnacle Bancorp, Inc.297$23.0K0.01%––
Islay Capital Management, LLC300$23.0K0.02%––
Charter Oak Capital Management, LLC279$22.0K0.00%––
Mach-1 Financial Group, Inc.288$22.0K0.02%––
Atwood & Palmer Inc270$21.0K0.00%––
Pacifica Partners Inc.269$21.0K0.02%––
Ten Capital Wealth Advisors, LLC279$21.0K0.01%––
Piscataqua Savings Bank263$20.0K0.02%––
Sugarloaf Wealth Management, LLC237$18.0K0.01%––
Crewe Advisors LLC235$18.0K0.00%––
Manchester Capital Management LLC218$17.0K0.00%––
FormulaFolio Investments, LLC200$17.0K0.01%––
Phoenix Wealth Advisors215$17.0K0.01%––
Glen Eagle Advisors, LLC217$16.9K0.01%––
Mark Sheptoff Financial Planning, LLC200$16.0K0.01%––
Costello Asset Management, INC200$16.0K0.01%––
Fiduciary Planning LLC207$16.0K0.02%––
Money Concepts Capital Corp197$15.0K0.00%––
NewSquare Capital LLC198$15.0K0.00%––
Goodwin Investment Advisory175$14.0K0.02%––
Stuart Chaussee & Associates, Inc.167$13.0K0.01%––
Perennial Advisors, LLC168$13.0K0.00%––
Tradewinds Capital Management, LLC150$12.0K0.00%––
First PREMIER Bank156$12.0K0.00%––
Manchester Financial Inc138$11.0K0.01%––
Ironwood Financial, llc128$10.0K0.00%––
Jackson, Grant Investment Advisers, Inc.127$10.0K0.00%––
Front Row Advisors LLC130$10.0K0.00%––
RBA Wealth Management, LLC124$9.66K0.01%––
Moisand Fitzgerald Tamayo, LLC115$9.00K0.00%––
Sageworth Trust Co100$8.00K0.00%––
Lowe Wealth Advisors, LLC100$8.00K0.00%––
Farmers & Merchants Trust Co of Chambersburg PA104$8.00K0.01%––
Certified Advisory Corp100$8.00K0.00%––
Gables Capital Management Inc.100$8.00K0.00%––
Brand Asset Management Group, Inc.100$8.00K0.00%––
Laurel Wealth Advisors LLC104$8.00K0.00%––
Hoover Financial Advisors, Inc.100$8.00K0.00%––
Walled Lake Planning & Wealth Management, LLC105$8.00K0.01%––
JFS Wealth Advisors, LLC85$7.00K0.00%––
Simon Quick Advisors, LLC102$7.00K0.00%––
Coastal Capital Group, Inc.84$7.00K0.00%––
Liberty Wealth Management LLC106$7.00K0.00%––
CSat Investment Advisory, L.P.78$6.00K0.01%––
Accel Wealth Management80$6.00K0.00%––
Sound Income Strategies, LLC77$5.98K0.00%––
Halpern Financial, Inc.67$5.20K0.00%––
Central Bank & Trust Co68$5.00K0.00%––
Sofos Investments, Inc.57$4.45K0.09%––
James Investment Research Inc39$3.00K0.00%––