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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
Dana Investment Advisors, Inc.432,946$33.6M1.56%––
Deroy & Devereaux Private Investment Counsel Inc424,031$32.9M2.60%––
Employees Retirement System of Texas423,000$32.9M0.42%––
Natixis Investment Managers International422,905$32.8M2.25%––
Laurion Capital Management LP422,657$32.8M0.45%––
Adams Diversified Equity Fund, Inc.413,800$32.1M1.37%––
LPL Financial LLC412,890$32.1M0.04%––
Nomura Asset Management Co Ltd410,939$31.9M0.20%––
Candriam Luxembourg S.C.A.445,180$31.8M0.27%––
CIBC World Markets Inc.408,068$31.7M0.10%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.407,130$31.6M0.21%––
Tweedy, Browne Co LLC403,620$31.3M0.91%––
Arizona State Retirement System396,458$30.8M0.27%––
Umb Bank N A395,411$30.7M0.75%––
Zurcher Kantonalbank (Zurich Cantonalbank)393,408$30.6M0.18%––
State of Michigan Retirement System390,622$30.3M0.19%––
Gamco Investors, Inc. Et Al382,704$29.7M0.26%––
AQR Capital Management LLC375,540$29.2M0.05%––
Basswood Capital Management, L.L.C.369,259$28.7M1.30%––
Fiduciary Trust Co367,233$28.5M0.58%––
Boston Common Asset Management, LLC363,873$28.3M1.78%––
Comerica Bank345,067$27.9M0.17%––
Poplar Forest Capital LLC359,659$27.9M2.79%––
TCW Group Inc358,124$27.8M0.27%––
MetLife Investment Management357,603$27.8M0.25%––
Voloridge Investment Management, LLC355,965$27.6M0.20%––
Handelsbanken Fonder AB354,755$27.6M0.16%––
Capitolis Advisors LLC348,288$27.0M0.47%––
Chartwell Investment Partners, LLC343,704$26.7M0.80%––
Badgley Phelps & Bell Inc340,569$26.4M1.10%––
Oregon Public Employees Retirement Fund340,554$26.4M0.31%––
Schonfeld Strategic Advisors LLC339,004$26.3M0.35%––
Bridgeway Capital Management, LLC337,235$26.2M0.49%––
Bessemer Group Inc336,937$26.2M0.06%––
Westpac Banking Corp336,609$26.1M0.29%––
Mark Asset Management LP329,348$25.6M4.06%––
AXA S.A.328,598$25.5M0.08%––
Braun Stacey Associates Inc321,496$25.0M1.05%––
Keybank National Association315,168$24.5M0.11%––
Easterly Investment Partners LLC313,398$24.3M2.91%––
ProShare Advisors LLC312,362$24.3M0.08%––
RMB Capital Management, LLC311,443$24.2M0.89%––
Picton Mahoney Asset Management305,847$23.8M1.19%––
Ossiam295,680$23.0M0.71%––
Moody Lynn & Lieberson, LLC294,059$22.8M1.90%––
Virginia Retirement Systems Et Al289,600$22.5M0.22%––
Janney Montgomery Scott LLC285,080$22.1M0.11%––
Hosking Partners LLP283,528$22.0M0.52%––
Forsta Ap-Fonden282,363$21.9M0.31%––
GWM Advisors LLC282,289$21.9M0.65%––
Pinnacle Associates Ltd281,934$21.9M0.42%––
NFJ Investment Group, LLC281,654$21.9M0.44%––
Chilton Capital Management LLC279,641$21.7M1.46%––
Argent Capital Management LLC276,316$21.5M0.71%––
Hallmark Capital Management Inc268,473$20.9M1.87%––
Utah Retirement Systems268,469$20.9M0.29%––
Gulf International Bank (UK) Ltd268,015$20.8M0.29%––
State of Alaska, Department of Revenue262,359$20.4M0.22%––
Man Group plc260,752$20.3M0.09%––
APG Asset Management N.V.306,276$20.2M0.03%––
Earnest Partners LLC260,445$20.2M0.12%––
Heritage Investors Management Corp259,905$20.2M0.90%––
CIBC Private Wealth Group, LLC259,408$20.1M0.05%––
Achmea Investment Management B.V.256,869$19.9M0.70%––
Guggenheim Capital LLC256,612$19.9M0.13%––
Mackay Shields LLC255,435$19.8M0.14%––
Swiss Life Asset Management Ltd255,500$19.8M0.28%––
Public Employees Retirement Association of Colorado253,650$19.7M0.09%––
Advisor Group Holdings, Inc.253,535$19.7M0.05%––
Texas Permanent School Fund250,587$19.5M0.24%––
Wesbanco Bank Inc250,429$19.4M0.77%––
BI Asset Management Fondsmaeglerselskab A/S250,016$19.4M0.79%––
Commonwealth Equity Services, LLC249,223$19.4M0.05%––
PFS Investments Inc.249,187$19.4M0.50%––
Bollard Group LLC248,216$19.3M0.68%––
Vontobel Holding Ltd.246,163$19.1M0.14%––
BP PLC242,445$18.8M0.66%––
Dai-Ichi Life Insurance Company, Ltd238,762$18.5M0.26%––
AlphaCrest Capital Management LLC238,134$18.5M1.03%––
Blue Chip Partners, Inc.236,760$18.4M2.82%––
Aigen Investment Management, LP236,551$18.4M2.43%––
US Bancorp233,735$18.2M0.04%––
British Columbia Investment Management Corp230,872$17.9M0.13%––
Paloma Partners Management Co229,776$17.8M0.53%––
Tiaa, FSB227,274$17.6M0.06%––
Mutual of America Capital Management LLC226,907$17.6M0.18%––
Parallax Volatility Advisers, L.P.219,055$17.0M0.15%––
Macquarie Group Ltd214,090$16.6M0.02%––
DuPont Capital Management Corp212,946$16.5M0.40%––
Hexavest Inc.211,855$16.5M0.73%––
Ziegler Capital Management, LLC211,297$16.4M0.52%––
J.P. Marvel Investment Advisors, LLC211,216$16.4M3.88%––
Los Angeles Capital Management LLC206,875$16.1M0.07%––
Abner Herrman & Brock LLC205,894$16.0M2.42%––
Bridgecreek Investment Management, LLC204,960$15.9M2.46%––
Tower Research Capital LLC (TRC)204,326$15.9M0.27%––
Crossmark Global Holdings, Inc.201,948$15.7M0.39%––
Atika Capital Management LLC200,000$15.5M1.62%––
Gemsstock Limited197,800$15.4M8.79%––
Caisse de Depot Et Placement du Quebec196,852$15.3M0.03%––