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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
Benson Investment Management Company, Inc.56,656$4.40M2.57%––
Vestcor Inc56,582$4.39M0.16%––
Glenmede Trust Co NA56,487$4.38M0.02%––
Bogart Wealth, LLC56,255$4.37M0.61%––
Dynamic Technology Lab Private Ltd56,160$4.36M0.49%––
Wolverine Trading, LLC55,130$4.36M0.08%––
Susquehanna Fundamental Investments, LLC55,799$4.33M0.07%––
Institutional & Family Asset Management, LLC55,696$4.33M0.84%––
Miura Global Management, LLC55,000$4.27M0.76%––
CWM, LLC46,331$4.25M0.03%––
Alerus Financial NA54,523$4.23M0.45%––
Advisor Partners LLC54,389$4.22M0.30%––
Northern Oak Wealth Management Inc54,208$4.21M0.54%––
Regent Investment Management LLC53,545$4.16M1.05%––
Cigna Investments Inc53,275$4.14M0.29%––
Jefferies Group LLC52,929$4.11M0.10%––
Eisler Capital (UK) Ltd.52,312$4.06M1.84%––
Heritage Trust Co52,313$4.06M0.62%––
Ninety One SA (PTY) Ltd51,979$4.05M1.54%––
Corient Capital Partners, LLC51,879$4.03M0.34%––
Icon Advisers Inc51,800$4.02M0.63%––
Coldstream Capital Management Inc51,801$4.02M0.24%––
Carlson Capital L P51,500$4.00M0.15%––
TD Private Client Wealth LLC51,440$3.99M0.19%––
NWK Group, Inc.50,954$3.96M1.73%––
Old Second National Bank of Aurora50,862$3.95M1.10%––
Stephens Inc50,799$3.94M0.06%––
Appleton Partners Inc50,731$3.94M0.37%––
Spectrum Management Group, LLC50,686$3.94M0.78%––
SkyOak Wealth, LLC47,357$3.92M1.09%––
Prime Capital Investment Advisors, LLC50,352$3.91M0.28%––
Washington Trust Bank50,175$3.90M0.48%––
Pearl River Capital, LLC50,132$3.89M1.24%––
Canandaigua National Corp50,097$3.89M0.66%––
Modera Wealth Management, LLC50,088$3.89M0.25%––
Shay Capital LLC50,000$3.88M1.08%––
Baxter Bros Inc49,960$3.88M0.67%––
Arrow Financial Corp49,955$3.88M0.51%––
HRT Financial LP49,731$3.86M0.04%––
Hudson Valley Investment Advisors Inc49,053$3.81M0.68%––
Patten & Patten Inc49,028$3.81M0.31%––
BOK Financial Private Wealth, Inc.48,833$3.79M0.34%––
IBM Retirement Fund47,969$3.73M0.26%––
Pitcairn Co47,695$3.70M0.26%––
K.J. Harrison & Partners Inc47,550$3.69M0.57%––
Capital International Inc46,856$3.64M0.03%––
Spouting Rock Asset Management, LLC46,807$3.63M1.13%––
Level Four Advisory Services, LLC46,666$3.62M0.28%––
Two Sigma Investments, LP46,454$3.61M0.01%––
Norinchukin Bank, The46,324$3.60M0.05%––
Horizon Investments, LLC45,872$3.56M0.13%––
Atria Investments LLC45,733$3.55M0.08%––
Veritable, L.P.45,387$3.52M0.06%––
World Asset Management Inc42,707$3.52M0.32%––
Elk River Wealth Management, LLC45,105$3.50M1.00%––
Massmutual Trust Co FSB44,873$3.48M0.16%––
Lincluden Management Ltd44,728$3.47M0.34%––
Lazard Asset Management LLC44,592$3.46M0.00%––
MRJ Capital Inc44,469$3.45M2.16%––
Joel Isaacson & Co., LLC44,254$3.44M0.30%––
Vestmark Advisory Solutions, Inc.43,932$3.41M0.30%––
A. D. Beadell Investment Counsel, Inc.43,525$3.38M2.28%––
Rockefeller Capital Management L.P.43,539$3.38M0.02%––
Sowell Financial Services LLC38,889$3.38M0.12%––
Tocqueville Asset Management L.P.43,331$3.37M0.05%––
KCS Wealth Advisory43,230$3.36M1.73%––
Wexford Capital LP43,045$3.34M0.50%––
Usca Ria LLC42,734$3.32M0.22%––
Essex Investment Management Co LLC42,523$3.30M0.40%––
Kentucky Retirement Systems Insurance Trust Fund42,221$3.28M0.35%––
JGP Wealth Management, LLC41,963$3.26M0.73%––
Richard P Slaughter Associates Inc41,876$3.25M1.35%––
Allstate Corp41,621$3.23M0.10%––
Maverick Capital LtdSuperinvestorMaverick Capital41,401$3.21M0.03%––
LS Investment Advisors, LLC41,225$3.20M0.18%––
Kesler, Norman & Wride, LLC39,980$3.10M0.77%––
Morse Asset Management, Inc39,895$3.10M0.79%––
Hancock Whitney Corp39,862$3.10M0.11%––
Fma Advisory Inc39,835$3.09M0.96%––
Capital International Ltd39,771$3.09M0.19%––
Consolidated Investment Group LLC39,600$3.08M0.68%––
York Capital Management Global Advisors, LLC39,466$3.06M0.44%––
Baird Financial Group, Inc.39,442$3.06M0.01%––
Crestwood Advisors Group LLC39,350$3.06M0.10%––
Transcend Wealth Collective, LLC38,783$3.01M0.36%––
Cumberland Partners Ltd38,454$2.99M0.25%––
Steward Partners Investment Advisory, LLC38,277$2.97M0.05%––
Cornerstone Advisors, LLC38,000$2.95M0.26%––
Northeast Investment Management37,921$2.94M0.17%––
KCM Investment Advisors LLC37,883$2.94M0.13%––
Mitchell Capital Management Co37,834$2.94M0.72%––
Redpoint Investment Management Pty Ltd37,633$2.92M0.25%––
Mirabella Financial Services LLP37,587$2.92M0.91%––
Hunter Associates Investment Management LLC37,534$2.92M0.67%––
Private Advisor Group, LLC37,479$2.91M0.03%––
Stevens Capital Management LP36,867$2.86M1.58%––
Northwestern Mutual Wealth Management Co36,823$2.86M0.01%––
Sculati Wealth Management, LLC36,523$2.84M1.63%––
Donaldson Capital Management, LLC36,391$2.83M0.16%––
Brookfield Asset Management Inc.36,381$2.83M0.01%––