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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
Alberta Investment Management Corp195,400$15.2M0.14%––
Grand Jean Capital Management Inc195,263$15.2M4.01%––
Andra AP-fonden194,811$15.1M0.33%––
Shelton Capital Management194,756$15.1M0.53%––
DSC Advisors, L.P.193,562$15.0M12.36%––
Gillson Capital LP191,746$14.9M1.25%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys187,682$14.6M0.18%––
LVM Capital Management Ltd187,600$14.6M2.36%––
Principal Street Partners, LLC187,421$14.6M1.88%––
Moody National Bank Trust Division185,154$14.4M0.34%––
Maltese Capital Management LLC185,015$14.4M1.88%––
Metropolitan Life Insurance Co183,308$14.2M0.21%––
Nicola Wealth Management Ltd.181,000$14.1M1.57%––
American National Insurance Co180,740$14.0M0.57%––
Mirae Asset Global Investments Co., Ltd.180,581$14.0M0.05%––
Regentatlantic Capital LLC179,204$13.9M0.47%––
Edgar Lomax Co177,475$13.8M0.86%––
Markston International LLC176,902$13.7M1.55%––
CIBC Asset Management Inc175,766$13.7M0.06%––
Mercer Global Advisors Inc172,255$13.4M0.12%––
Schafer Cullen Capital Management Inc172,015$13.4M2.72%––
Beacon Investment Advisory Services, Inc.171,596$13.3M0.58%––
Raymond James Financial Services Advisors, Inc.169,479$13.2M0.03%––
Hartford Investment Management Co169,370$13.2M0.35%––
Bank of the West168,214$13.1M1.47%––
Maple Capital Management, Inc.167,573$13.0M1.93%––
Bailard, Inc.166,984$13.0M0.48%––
Edge Capital Group, LLC165,691$12.9M1.08%––
Granite Investment Advisors, LLC164,121$12.7M2.13%––
Sit Investment Associates Inc163,820$12.7M0.33%––
Engineers Gate Manager LP162,583$12.6M0.63%––
Matrix Asset Advisors Inc160,767$12.5M1.86%––
Pittenger & Anderson Inc160,299$12.4M0.67%––
Pacific Heights Asset Management LLC160,000$12.4M1.14%––
Peapack Gladstone Financial Corp157,351$12.2M0.32%––
ExodusPoint Capital Management, LP156,069$12.1M0.24%––
Inherent Group, LP153,857$11.9M3.67%––
IFM Investors Pty Ltd153,393$11.9M0.32%––
Quantbot Technologies LP152,963$11.9M1.13%––
Marvin & Palmer Associates Inc152,541$11.8M5.27%––
Daiwa Securities Group Inc.145,533$11.7M0.09%––
Hudson Bay Capital Management LP150,001$11.6M0.16%––
BTC Capital Management, Inc.149,522$11.6M1.30%––
Credit Agricole S A149,250$11.6M0.44%––
Capital Growth Management LP145,000$11.3M1.03%––
Pillar Pacific Capital Management LLC144,301$11.2M0.87%––
Tdam USA Inc.143,960$11.2M0.68%––
Swarthmore Group Inc143,925$11.2M3.05%––
Gratus Capital LLC143,869$11.2M1.34%––
Burney Co143,414$11.1M0.55%––
Jane Street Group, LLC140,467$10.9M0.03%––
Hourglass Capital, LLC140,437$10.9M2.75%––
Nissay Asset Management Corp136,368$10.6M0.10%––
Ninety One North America, Inc.135,206$10.5M0.61%––
SG Americas Securities, LLC135,118$10.5M0.06%––
Howe & Rusling Inc134,793$10.5M1.42%––
Erste Asset Management GmbH131,978$10.4M0.26%––
D. E. Shaw & Co., Inc.133,180$10.3M0.01%––
Lowe Brockenbrough & Co Inc133,101$10.3M1.00%––
Mariner, LLC132,421$10.3M0.07%––
Moore Capital Management, LP132,059$10.3M0.20%––
Pointe Capital Management LLC131,877$10.2M7.26%––
Greenwood Capital Associates LLC131,723$10.2M1.61%––
Wilbanks Smith & Thomas Asset Management LLC131,710$10.2M0.44%––
Blair William & Co131,173$10.2M0.04%––
Leuthold Group, LLC130,532$10.1M1.28%––
Kiwi Wealth Investments Limited Partnership129,523$10.1M0.58%––
Xponance, Inc.127,343$9.89M0.21%––
Securian Asset Management, Inc127,228$9.88M0.22%––
Barometer Capital Management Inc.127,440$9.86M1.66%––
FineMark National Bank & Trust125,621$9.76M0.41%––
General Pension Society PZU Joint Stock Co124,369$9.66M3.20%––
Connor, Clark & Lunn Investment Management Ltd.123,093$9.56M0.05%––
BBVA USA Bancshares, Inc.120,793$9.38M0.45%––
Brightworth120,230$9.34M0.86%––
Grassi Investment Management118,950$9.24M1.05%––
Creative Planning118,923$9.24M0.02%––
Acadian Asset Management LLC118,266$9.18M0.04%––
Telos Capital Management, Inc.115,487$8.97M1.29%––
Motco114,607$8.90M0.63%––
Alyeska Investment Group, L.P.113,355$8.80M0.12%––
Montag A & Associates Inc112,573$8.74M0.49%––
Argent Trust Co112,389$8.73M0.61%––
Core Alternative Capital112,058$8.70M2.47%––
White Pine Investment CO111,344$8.65M3.21%––
St Germain D J Co Inc110,443$8.58M0.58%––
Duality Advisers, LP110,281$8.56M0.74%––
Captrust Financial Advisors109,923$8.54M0.09%––
Cambridge Investment Research Advisors, Inc.109,623$8.51M0.05%––
Becker Capital Management Inc108,593$8.43M0.38%––
Maryland State Retirement & Pension System107,425$8.34M0.29%––
Point72 Europe (London) LLP106,400$8.26M6.70%––
Banco de Sabadell, S.A104,465$8.17M0.84%––
Jupiter Wealth Management LLC97,630$8.16M4.12%––
People's United Financial, Inc.102,960$8.00M0.19%––
MML Investors Services, LLC101,627$7.89M0.08%––
Elo Mutual Pension Insurance Co101,496$7.88M0.26%––
Marshall Wace North America L.P.101,163$7.86M0.03%––
Itau Unibanco Holding S.A.100,000$7.77M0.57%––
German American Bancorp, Inc.99,594$7.74M1.34%––