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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

Q2 2021 vs. Q1 2021

How the institutions holding Morgan Stanley changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of MS: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders1,516171,550+51
Shares1.59B9.09M1.57B−15.8M (−1.0%)
Value$123.7B$705.8M$143.7B+$20.7B (+16.9%)

17 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (146)

Institutions that held Morgan Stanley at the end of Q2 2021 but not at the end of Q1 2021.

Showing the largest 100 of 146 by value.

Institutions new to MS in Q2 2021
InstitutionSharesValue% of portfolio
Amundi3,701,677$339.4M0.24%
AMF Pensionsforsakring AB2,154,564$197.6M1.36%
Tesco Pension Investment Ltd1,429,111$131.0M2.32%
Senator Investment Group LP750,000$68.8M1.31%
Ilmarinen Mutual Pension Insurance Co205,000$18.8M0.20%
TPI Fund Managers Ltd183,559$16.8M2.32%
Marshall Wace, LLP182,412$16.7M0.09%
Kames Capital plc176,470$16.2M0.23%
Pendal Group Limited111,110$10.2M0.09%
Myriad Asset Management Ltd.109,104$10.0M0.76%
BBVA USA108,188$9.92M0.55%
Simplex Trading, LLC82,188$7.54M0.27%
Crestline Management, LP75,000$6.88M0.59%
Nippon Life Global Investors Americas, Inc.63,190$5.79M0.29%
HAP Trading, LLC53,990$4.95M0.31%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH48,897$4.48M0.43%
Albion Financial Group48,133$4.41M0.38%
Kempen Capital Management N.V.42,118$3.86M0.14%
Castleark Management LLC39,200$3.59M0.12%
TBH Global Asset Management, LLC36,158$3.32M0.76%
Logan Capital Management Inc35,586$3.26M0.15%
Decatur Capital Management, Inc.35,183$3.23M1.01%
Pinnacle Wealth Management Group, Inc.33,243$3.05M2.22%
Seven Eight Capital, LP31,947$2.93M0.41%
Bank of New Hampshire31,379$2.88M0.77%
MD Financial Management Inc.31,318$2.87M0.08%
Ally Financial Inc.30,000$2.75M0.27%
Capital Markets Trading UK LLP26,591$2.44M2.46%
Sovarnum Capital L.P.22,500$2.06M1.30%
L & S Advisors Inc21,278$1.95M0.21%
Cinctive Capital Management LP19,149$1.76M0.10%
Trust Co of Oklahoma16,726$1.53M0.52%
Claybrook Capital, LLC16,311$1.50M0.49%
Core Wealth Advisors, Inc.15,061$1.38M0.92%
Lavaca Capital LLC14,532$1.33M0.69%
Ashburton (Jersey) Ltd13,568$1.24M0.52%
Inscription Capital, LLC13,187$1.21M0.14%
Bulltick Wealth Management, LLC12,522$1.15M0.27%
Legacy Wealth Partners, Inc.12,178$1.12M0.62%
Capula Management Ltd10,549$960.0K0.17%
Accurate Wealth Management, LLC10,143$930.0K0.82%
Cape Ann Savings Bank9,931$911.0K0.57%
Trilogy Capital Inc.9,539$885.0K0.07%
Deseret Mutual Benefit Administrators9,418$864.0K0.21%
Odey Holdings Ltd7,900$724.0K6.17%
Brookstone Capital Management7,744$722.0K0.01%
DCM Advisors, LLC7,752$711.0K0.40%
King Luther Capital Management Corp6,659$611.0K0.00%
Warther Private Wealth, LLC5,778$532.0K0.52%
Regal Investment Advisors LLC5,506$505.0K0.05%
Capital CS Group, LLC5,470$502.0K0.41%
LVZ Advisors, Inc.5,321$488.0K0.07%
Little House Capital LLC5,227$479.0K0.26%
X-Square Capital, LLC4,845$444.0K0.21%
Engine No. 1 LLC4,747$435.0K0.12%
West Family Investments, Inc.4,736$434.0K0.12%
Pinnacle Wealth Advisors4,537$416.0K0.02%
Precision Wealth Strategies, LLC4,287$393.0K0.34%
Sage Mountain Advisors LLC4,054$372.0K0.06%
Morris Retirement Advisors, LLC4,022$369.0K0.32%
Levin Capital Strategies, L.P.4,000$367.0K0.04%
DRW Securities, LLC3,967$364.0K0.05%
Advisor Resource Council3,976$364.0K0.04%
Jarislowsky, Fraser Ltd3,700$339.0K0.00%
Stelac Advisory Services LLC3,670$337.0K0.08%
Sterling Manor Financial, LLC3,351$307.0K0.25%
Wilkinson Global Asset Management LLC3,270$300.0K0.02%
Emfo, LLC3,250$298.0K0.26%
Associated Banc-Corp3,201$293.0K0.01%
Red Door Wealth Management, LLC3,119$285.0K0.11%
Vantage Financial Partners Ltd., Inc.3,100$284.0K0.16%
Spirit of America Management Corp3,000$275.0K0.06%
Valmark Advisers, Inc.2,957$271.0K0.00%
Hall Capital Management Co Inc2,939$269.0K0.17%
PNC Managed Account Solutions, Inc.2,927$268.0K0.05%
Simmons Bank2,903$266.0K0.02%
TrinityPoint Wealth, LLC2,810$258.0K0.05%
Vantage Consulting Group Inc2,774$254.0K0.04%
Carnegie Capital Asset Management, LLC2,704$248.0K0.01%
Coastal Investment Advisors, Inc.2,700$248.0K0.06%
55I, LLC2,677$245.0K0.01%
First Foundation Advisors2,604$239.0K0.01%
Sompo Asset Management Co., Ltd.2,600$238.0K0.05%
Keystone Financial Group2,546$233.0K0.04%
Humankind Investments LLC2,539$233.0K0.11%
Univest Financial Corp2,507$230.0K0.06%
Summit Global Investments2,513$230.0K0.01%
Beck Mack & Oliver LLC2,500$229.0K0.01%
Brandywine Oak Private Wealth LLC2,507$229.0K0.03%
Clear Creek Financial Management, LLC2,500$229.0K0.04%
Fiduciary Group LLC2,370$228.0K0.03%
Freestone Capital Holdings, LLC2,474$227.0K0.01%
REDW Wealth LLC2,433$223.0K0.07%
Aaron Wealth Advisors2,433$223.0K0.07%
Boston Trust Walden Corp2,423$222.0K0.00%
Haverford Trust Co2,395$220.0K0.00%
N.E.W. Advisory Services LLC2,380$219.0K0.04%
Neumann Capital Management, LLC2,370$217.0K0.10%
Sand Hill Global Advisors, LLC2,346$215.0K0.01%
Asahi Life Asset Management Co., Ltd.2,330$214.0K0.03%

Sold out (95)

Institutions that held Morgan Stanley at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of MS in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Samlyn Capital, LLC2,242,094$174.1M
Phoenix Holdings Ltd.577,622$44.9M
Qube Research & Technologies Ltd468,111$36.4M
Natixis Investment Managers International422,905$32.8M
Poplar Forest Capital LLC359,659$27.9M
Aigen Investment Management, LP236,551$18.4M
Parallax Volatility Advisers, L.P.219,055$17.0M
Atika Capital Management LLC200,000$15.5M
Caisse de Depot Et Placement du Quebec196,852$15.3M
Quantbot Technologies LP152,963$11.9M
Capital Growth Management LP145,000$11.3M
Pointe Capital Management LLC131,877$10.2M
Banco de Sabadell, S.A104,465$8.17M
Cipher Capital LP98,714$7.67M
Alaska Permanent Fund Corp79,139$6.15M
Capstone Investment Advisors, LLC73,037$5.67M
PGGM Investments71,203$5.53M
EJF Capital LLC70,000$5.44M
Point72 Hong Kong Ltd63,001$4.89M
Signet Financial Management, LLC62,707$4.87M
Sciencast Management LP59,495$4.71M
Virtu Financial LLC60,555$4.70M
Miura Global Management, LLC55,000$4.27M
Eisler Capital (UK) Ltd.52,312$4.06M
Two Sigma Investments, LP46,454$3.61M
Wexford Capital LP43,045$3.34M
Stevens Capital Management LP36,867$2.86M
PEAK6 Investments LLC36,325$2.82M
Arrowstreet Capital, Limited Partnership29,126$2.26M
Walleye Trading LLC27,052$2.10M
Verition Fund Management LLC21,663$1.68M
IPG Investment Advisors LLC21,300$1.65M
Bayesian Capital Management, LP20,900$1.62M
Magnetar Financial LLC18,842$1.46M
Cloverfields Capital Group, LP18,288$1.42M
Moloney Securities Asset Management, LLC14,742$1.15M
NatWest Group plc11,950$928.0K
Kirkoswald Asset Management LLC11,842$920.0K
Moody Aldrich Partners LLC11,533$896.0K
Columbia Asset Management11,534$896.0K
A.R.T. Advisors, LLC10,288$799.0K
Longfellow Investment Management Co LLC10,273$798.0K
Bridgefront Capital, LLC10,088$783.0K
qPULA Trading Management LP9,106$707.0K
NuWave Investment Management, LLC8,920$693.0K
Sumitomo Mitsui Financial Group, Inc.8,725$690.0K
Denali Advisors LLC8,800$683.0K
Quantamental Technologies LLC8,737$679.0K
Wealthstreet Investment Advisors, LLC8,535$663.0K
Shulman DeMeo Asset Management LLC8,397$652.0K
Two Sigma Securities, LLC7,263$564.0K
International Assets Investment Management, LLC59,810$559.0K
XR Securities LLC6,655$517.0K
Harvest Management LLC6,391$496.0K
Parametrica Management Ltd5,960$471.0K
M Holdings Securities, Inc.5,382$418.0K
Lombard Odier Asset Management (Europe) Ltd5,320$413.0K
Clarus Wealth Advisors4,837$390.0K
XTX Topco Ltd4,942$384.0K
Marino, Stram & Associates LLC4,589$356.0K
Farmers National Bank4,122$320.1K
ETF Managers Group, LLC4,027$318.0K
Polar Asset Management Partners Inc.3,819$297.0K
One Wealth Advisors, LLC3,603$280.0K
Security Asset Management3,531$274.0K
ZWJ Investment Counsel Inc3,407$265.0K
Machina Capital S.A.S.2,900$225.0K
Budros, Ruhlin & Roe, Inc.2,859$222.0K
Wrapmanager Inc2,640$205.0K
Sustainable Insight Capital Management, LLC2,636$205.0K
Maven Securities LTD2,072$161.0K
WealthShield Partners, LLC1,684$130.0K
Grandview Asset Management LLC1,404$109.0K
MPS Loria Financial Planners, LLC1,239$96.0K
QVR LLC1,105$86.0K
Sun Life Financial INC874$68.0K
Tacita Capital Inc745$58.0K
ShoreHaven Wealth Partners, LLC660$51.0K
Meridian Wealth Partners, LLC629$49.0K
Wealthcare Capital Management LLC600$47.0K
Human Investing LLC565$44.0K
Hilton Capital Management, LLC500$39.0K
Valley Brook Capital Group469$36.0K
Northwest Investment Counselors, LLC425$33.0K
Total Clarity Wealth Management, Inc.400$31.0K
Colrain Capital LLC400$27.0K
Alpha DNA Investment Management LLC368$27.0K
FormulaFolio Investments, LLC200$17.0K
Fiduciary Planning LLC207$16.0K
Goodwin Investment Advisory175$14.0K
Manchester Financial Inc138$11.0K
RBA Wealth Management, LLC124$9.66K
Certified Advisory Corp100$8.00K
Brand Asset Management Group, Inc.100$8.00K
Mascoma Wealth Management LLC1$0

Not filed for Q2 2021 yet (17)

Institutions that held Morgan Stanley at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MS in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.4,660,064$361.9M
Waddell & Reed Financial Inc3,907,137$303.4M
Schafer Cullen Capital Management Inc172,015$13.4M
Pillar Pacific Capital Management LLC144,301$11.2M
BBVA USA Bancshares, Inc.120,793$9.38M
Bokf, NA27,889$2.17M
Odey Holdings AG11,900$924.0K
TCF National Bank11,352$882.0K
OneAscent Wealth Management LLC9,695$753.0K
Employers Holdings, Inc.5,059$393.0K
Kaizen Financial Strategies4,673$363.0K
OneAscent Financial Services LLC4,480$348.0K
Narus Financial Partners, LLC3,233$251.1K
Pathway Financial Advisors LLC2,717$235.0K
E Fund Management Co., Ltd.2,638$205.0K
Money Concepts Capital Corp197$15.0K
CSat Investment Advisory, L.P.78$6.00K