Morgan Stanley

Exchange: NYSE
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000895421

SEC filings (opens in a new tab)

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.PA MS.PE MS.PF MS.PI MS.PK MS.PL MS.PO MS.PP MS.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

Value heldQ1 2021: $123.7B

Institutions holding MS and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,746	$281.7B
Q1 2026	2,514	$218.0B
Q4 2025	2,533	$239.4B
Q3 2025	2,266	$211.9B
Q2 2025	2,209	$190.6B
Q1 2025	2,104	$159.1B
Q4 2024	2,118	$170.9B
Q3 2024	1,875	$141.1B
Q2 2024	1,829	$131.2B
Q1 2024	1,799	$127.8B
Q4 2023	1,761	$128.3B
Q3 2023	1,671	$112.7B
Q2 2023	1,689	$118.7B
Q1 2023	1,674	$124.1B
Q4 2022	1,682	$120.2B
Q3 2022	1,586	$112.7B
Q2 2022	1,607	$109.6B
Q1 2022	1,673	$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.

Institutions holding MS in Q1 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
PEAK6 Investments LLC	36,325	$2.82M	0.07%	–	–
Equitable Trust Co	36,046	$2.80M	0.21%	–	–
Hennessy Advisors Inc	36,000	$2.80M	0.16%	–	–
Convergence Investment Partners, LLC	35,602	$2.77M	1.26%	–	–
Symmetry Partners, LLC	34,555	$2.68M	0.19%	–	–
Roanoke Asset Management Corp	34,353	$2.67M	1.16%	–	–
Great Diamond Partners, LLC	34,274	$2.66M	0.82%	–	–
Healthcare of Ontario Pension Plan Trust Fund	34,122	$2.65M	0.01%	–	–
New England Research & Management, Inc.	33,987	$2.64M	1.45%	–	–
Freedom Day Solutions, LLC	33,932	$2.63M	1.40%	–	–
Wealthspire Advisors, LLC	33,852	$2.63M	0.06%	–	–
Cohen Klingenstein LLC	31,400	$2.60M	0.12%	–	–
Federation des caisses Desjardins du Quebec	33,014	$2.56M	0.03%	–	–
Central Trust Co	32,906	$2.56M	0.10%	–	–
Varma Mutual Pension Insurance Co	32,911	$2.56M	0.04%	–	–
Meiji Yasuda Asset Management Co Ltd.	32,777	$2.54M	0.19%	–	–
Lipe & Dalton	32,571	$2.53M	1.40%	–	–
Meiji Yasuda Life Insurance Co	32,447	$2.52M	0.05%	–	–
Neville Rodie & Shaw Inc	32,290	$2.51M	0.21%	–	–
Cerity Partners LLC	32,292	$2.51M	0.06%	–	–
Cresset Asset Management, LLC	32,219	$2.50M	0.04%	–	–
Arcus Capital Partners, LLC	31,983	$2.48M	0.20%	–	–
Wetherby Asset Management Inc	31,962	$2.48M	0.19%	–	–
Siemens Fonds Invest GmbH	31,414	$2.44M	0.24%	–	–
Sumitomo Life Insurance Co	31,294	$2.43M	0.10%	–	–
Huntington National Bank	31,198	$2.42M	0.03%	–	–
Gotham Asset Management, LLC	31,144	$2.42M	0.11%	–	–
Barings LLC	31,080	$2.41M	0.06%	–	–
USS Investment Management Ltd	30,500	$2.37M	0.02%	–	–
Raymond James Trust N.A.	30,210	$2.35M	0.08%	–	–
Gsa Capital Partners LLP	30,170	$2.34M	0.39%	–	–
Gifford Fong Associates	30,000	$2.33M	0.50%	–	–
Everence Capital Management Inc	29,931	$2.32M	0.21%	–	–
Foster & Motley Inc	29,506	$2.29M	0.21%	–	–
Hudson Canyon Capital Management	29,472	$2.29M	1.80%	–	–
Greenleaf Trust	29,125	$2.26M	0.03%	–	–
Arrowstreet Capital, Limited Partnership	29,126	$2.26M	0.00%	–	–
Avantax Advisory Services, Inc.	28,961	$2.25M	0.05%	–	–
Palisade Asset Management, LLC	28,914	$2.25M	0.29%	–	–
TrimTabs Asset Management, LLC	27,907	$2.23M	1.14%	–	–
Heron Financial Group, LLC	28,482	$2.23M	1.35%	–	–
Voya Financial Advisors, Inc.	28,072	$2.22M	0.09%	–	–
Dynamic Advisor Solutions LLC	28,574	$2.22M	0.21%	–	–
Gries Financial LLC	26,074	$2.21M	0.71%	–	–
Loring Wolcott & Coolidge Fiduciary Advisors LLP	28,429	$2.21M	0.02%	–	–
Unigestion Holding SA	28,382	$2.20M	0.08%	–	–
Williams Jones Wealth Management, LLC.	28,384	$2.20M	0.03%	–	–
Synovus Financial Corp	28,339	$2.20M	0.02%	–	–
Worldquant Millennium Advisors LLC	27,950	$2.17M	0.05%	–	–
Bokf, NA	27,889	$2.17M	0.04%	–	–
Union Heritage Capital, LLC	27,747	$2.15M	1.07%	–	–
Carret Asset Management, LLC	27,578	$2.14M	0.27%	–	–
TownSquare Capital, LLC	27,579	$2.14M	0.08%	–	–
Prudent Man Advisors, LLC	27,515	$2.14M	0.90%	–	–
Banque Cantonale Vaudoise	27,461	$2.13M	0.11%	–	–
Koshinski Asset Management, Inc.	27,429	$2.13M	0.23%	–	–
Parallel Advisors, LLC	27,390	$2.13M	0.10%	–	–
Walleye Trading LLC	27,052	$2.10M	0.07%	–	–
Covenant Multifamily Offices, LLC	26,412	$2.05M	0.42%	–	–
We Are One Seven, LLC	26,364	$2.05M	0.35%	–	–
Ethic Inc.	26,332	$2.04M	0.36%	–	–
Regions Financial Corp	25,816	$2.00M	0.02%	–	–
Mayflower Financial Advisors, LLC	25,685	$2.00M	0.30%	–	–
Greenwich Wealth Management LLC	25,664	$1.99M	0.16%	–	–
Occidental Asset Management, LLC	25,659	$1.99M	0.59%	–	–
Comerica Securities,inc.	25,545	$1.98M	0.15%	–	–
Homrich & Berg	25,460	$1.98M	0.05%	–	–
L2 Asset Management, LLC	25,419	$1.97M	2.03%	–	–
Kovitz Investment Group Partners, LLC	25,200	$1.96M	0.05%	–	–
Nicholas Investment Partners, LP	25,000	$1.94M	0.14%	–	–
Ibex Wealth Advisors	24,998	$1.94M	0.48%	–	–
FourThought Financial, LLC	24,559	$1.91M	0.28%	–	–
Geneos Wealth Management Inc.	23,025	$1.90M	0.05%	–	–
AIA Group Ltd	24,428	$1.90M	0.27%	–	–
Pathstone Family Office, LLC	23,951	$1.86M	0.06%	–	–
HCR Wealth Advisors	23,861	$1.85M	0.37%	–	–
Courier Capital LLC	23,759	$1.84M	0.19%	–	–
Texas Yale Capital Corp.	23,380	$1.82M	0.11%	–	–
Baldwin Investment Management, LLC	23,233	$1.80M	0.33%	–	–
Townsend & Associates, Inc	23,142	$1.80M	1.17%	–	–
Bowling Portfolio Management LLC	22,991	$1.78M	0.42%	–	–
Profund Advisors LLC	22,906	$1.78M	0.07%	–	–
AE Wealth Management LLC	22,910	$1.78M	0.02%	–	–
IndexIQ Advisors LLC	22,843	$1.77M	0.06%	–	–
Pinnacle Wealth Management Advisory Group, LLC	22,830	$1.77M	0.50%	–	–
OPSEU Pension Plan Trust Fund	22,614	$1.77M	0.46%	–	–
Culbertson A N & Co Inc	22,505	$1.75M	0.38%	–	–
DCF Advisers, LLC	22,500	$1.75M	0.89%	–	–
Northwest & Ethical Investments L.P.	22,341	$1.73M	0.06%	–	–
Capital Investment Counsel, Inc	22,264	$1.73M	0.46%	–	–
American National Registered Investment Advisor, Inc.	22,162	$1.72M	0.67%	–	–
South State Corp.	22,096	$1.72M	0.16%	–	–
Cacti Asset Management LLC	22,000	$1.71M	0.15%	–	–
Goodwin Daniel L	22,000	$1.71M	0.89%	–	–
Syntal Capital Partners, LLC	21,883	$1.70M	0.64%	–	–
Park Avenue Securities LLC	21,846	$1.70M	0.04%	–	–
Ritholtz Wealth Management	21,789	$1.69M	0.14%	–	–
Verition Fund Management LLC	21,663	$1.68M	0.03%	–	–
QS Investors, LLC	21,301	$1.66M	0.02%	–	–
IPG Investment Advisors LLC	21,300	$1.65M	0.32%	–	–