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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $129.1B |
| Q4 2021 | 1,716 | $146.9B |
| Q3 2021 | 1,592 | $148.8B |
| Q2 2021 | 1,550 | $143.7B |
| Q1 2021 | 1,516 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Globeflex Capital L P | 36 | $3.00K | 0.00% | – | – |
| Webster Bank, N. A. | 36 | $3.00K | 0.00% | – | – |
| ClariVest Asset Management LLC | 33 | $3.00K | 0.00% | – | – |
| JNBA Financial Advisors | 40 | $3.00K | 0.00% | – | – |
| Bellevue Asset Management, LLC | 44 | $3.00K | 0.00% | – | – |
| TFC Financial Management | 39 | $3.00K | 0.00% | – | – |
| DB Wealth Management Group, LLC | 43 | $3.00K | 0.00% | – | – |
| Acima Private Wealth, LLC | 26 | $2.00K | 0.00% | – | – |
| American National Bank | 7 | $1.00K | 0.00% | – | – |
| St. Johns Investment Management Company, LLC | 19 | $1.00K | 0.00% | – | – |
| First Command Advisory Services, Inc. | 18 | $1.00K | 0.00% | – | – |
| GoalVest Advisory LLC | 15 | $1.00K | 0.00% | – | – |
| Newbridge Financial Services Group, Inc. | 8 | $1.00K | 0.00% | – | – |
| Mascoma Wealth Management LLC | 1 | $0 | 0.00% | – | – |
| Avion Wealth | 3 | $0 | 0.00% | – | – |
| Westside Investment Management, Inc. | 900 | – | – | – | – |