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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; 2,745 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, Q2 2021

Institutional positions in Morgan Stanley as of Jun 30, 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
1,550
+51 vs. Q1 2021
Shares held
1.57B
−15.8M (−1.0%) vs. Q1 2021
Total value
$143.7B
+$20.7B (+16.9%) vs. Q1 2021
New holders
146
585 more added
Sold out
95
609 more reduced

17 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 1,550 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: 2,745 institutions
Value heldQ2 2021: $143.7B
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: $218.1BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,514$218.1B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2021.

Institutions holding MS in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth3$00.00%00.0%Unchanged
Kelly Financial Services LLC38,046$4150.02%+37,631+9,067.7%Added
JJJ Advisors Inc.12$1.00K0.00%+12New
WestEnd Advisors, LLC–$1.56K0.00%–New
Acima Private Wealth, LLC26$2.00K0.00%00.0%Unchanged
First Command Advisory Services, Inc.18$2.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.25$2.00K0.00%+25New
Wealth Quarterback LLC15$2.00K0.00%+15New
Crewe Advisors LLC35$3.00K0.00%−200−85.1%Reduced
Globeflex Capital L P36$3.00K0.00%00.0%Unchanged
Webster Bank, N. A.36$3.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC33$3.00K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC35$3.00K0.00%+16+84.2%Added
Newbridge Financial Services Group, Inc.35$3.00K0.00%+27+337.5%Added
C M Bidwell & Associates Ltd34$3.00K0.00%+34New
James Investment Research Inc39$4.00K0.00%00.0%Unchanged
JNBA Financial Advisors40$4.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC44$4.00K0.00%00.0%Unchanged
TFC Financial Management39$4.00K0.00%00.0%Unchanged
DB Wealth Management Group, LLC43$4.00K0.00%00.0%Unchanged
Liberty Wealth Management LLC56$5.00K0.00%−50−47.2%Reduced
Atwood & Palmer Inc70$6.00K0.00%−200−74.1%Reduced
Hoover Financial Advisors, Inc.64$6.00K0.00%−36−36.0%Reduced
Halpern Financial, Inc.67$6.14K0.00%00.0%Unchanged
KB Financial Partners, LLC72$7.00K0.00%−312−81.3%Reduced
Accel Wealth Management80$7.00K0.00%00.0%Unchanged
Altshuler Shaham Ltd77$7.00K0.00%+77New
JFS Wealth Advisors, LLC85$8.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.84$8.00K0.00%00.0%Unchanged
GoalVest Advisory LLC83$8.00K0.00%+68+453.3%Added
Activest Wealth Management90$8.00K0.01%+90New
Lowe Wealth Advisors, LLC100$9.00K0.00%00.0%Unchanged
Gables Capital Management Inc.100$9.00K0.01%00.0%Unchanged
Itau Unibanco Holding S.A.110$10.0K0.00%−99,890−99.9%Reduced
Laurel Wealth Advisors LLC104$10.0K0.00%00.0%Unchanged
Walled Lake Planning & Wealth Management, LLC105$10.0K0.01%00.0%Unchanged
Ford Financial Group, LLC123$11.0K0.00%+123New
Ironwood Financial, llc128$12.0K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.127$12.0K0.01%00.0%Unchanged
Front Row Advisors LLC128$13.0K0.01%−2−1.5%Reduced
Holloway Wealth Management, LLC–$13.0K0.00%–New
Tradewinds Capital Management, LLC150$14.0K0.00%00.0%Unchanged
First PREMIER Bank156$14.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC155$14.0K0.01%+40+34.8%Added
Hanson & Doremus Investment Management312$15.0K0.00%−7−2.2%Reduced
Stuart Chaussee & Associates, Inc.167$15.0K0.01%00.0%Unchanged
Perennial Advisors, LLC168$15.0K0.00%00.0%Unchanged
Savior LLC179$16.0K0.01%−151−45.8%Reduced
Simon Quick Advisors, LLC190$17.0K0.00%+88+86.3%Added
Sound Income Strategies, LLC187$17.0K0.00%+110+142.9%Added
Costello Asset Management, INC200$18.0K0.01%00.0%Unchanged
NewSquare Capital LLC198$18.0K0.00%00.0%Unchanged
Solstein Capital, LLC195$18.0K0.02%+195New
Castleview Partners, LLC200$18.0K0.01%+200New
Cypress Point Wealth Management, LLC200$18.0K0.01%+200New
Sugarloaf Wealth Management, LLC206$19.0K0.01%−31−13.1%Reduced
Phoenix Wealth Advisors215$19.0K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.227$21.0K0.00%+227New
Addison Advisors LLC232$21.0K0.02%+232New
Penserra Capital Management LLC250$22.0K0.00%+250New
Pacifica Partners Inc.269$24.0K0.02%00.0%Unchanged
Piscataqua Savings Bank263$24.0K0.02%00.0%Unchanged
Charter Oak Capital Management, LLC279$26.0K0.00%00.0%Unchanged
Mach-1 Financial Group, Inc.288$26.0K0.02%00.0%Unchanged
Trustcore Financial Services, LLC282$26.0K0.00%+282New
MV Capital Management, Inc.305$28.0K0.00%00.0%Unchanged
Resolute Partners Group306$28.0K0.00%00.0%Unchanged
Islay Capital Management, LLC300$28.0K0.02%00.0%Unchanged
Selective Wealth Management, Inc.300$28.0K0.02%+300New
Cowen Prime Services LLC318$29.0K0.01%00.0%Unchanged
First Financial Corp312$29.0K0.02%00.0%Unchanged
Aua Capital Management, LLC315$29.0K0.02%00.0%Unchanged
Cowen Prime Advisors LLC318$29.0K0.01%+318New
Johnson Midwest Financial, LLC324$30.0K0.03%00.0%Unchanged
First Horizon Corp341$31.0K0.00%−33−8.8%Reduced
Close Asset Management Ltd340$31.0K0.00%00.0%Unchanged
First Bank & Trust387$35.0K0.02%−134−25.7%Reduced
Manchester Capital Management LLC390$36.0K0.00%+172+78.9%Added
Baldrige Asset Management LLC388$36.0K0.02%+388New
Ogorek Anthony Joseph414$37.0K0.02%00.0%Unchanged
AlphaMark Advisors, LLC400$37.0K0.01%00.0%Unchanged
American Research & Management Co.400$37.0K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC400$37.0K0.02%+200+100.0%Added
Raffa Wealth Management, LLC404$37.0K0.01%00.0%Unchanged
Joseph P. Lucia & Associates, LLC418$38.0K0.02%+100+31.4%Added
Plante Moran Financial Advisors, LLC430$39.0K0.01%−697−61.8%Reduced
Smith Asset Management Group LP438$40.0K0.00%−89−16.9%Reduced
Exchange Traded Concepts, LLC434$40.0K0.00%+434New
Barrett Asset Management, LLC450$41.0K0.00%00.0%Unchanged
Better Money Decisions, LLC452$41.0K0.04%+2+0.4%Added
Mizuho Securities Co. Ltd.450$41.0K0.01%+450New
BDO Wealth Advisors, LLC459$42.0K0.00%00.0%Unchanged
Security National Trust Co469$43.0K0.01%+68+17.0%Added
Ten Capital Wealth Advisors, LLC473$43.0K0.01%+194+69.5%Added
Horan Securities, Inc.490$45.0K0.03%00.0%Unchanged
Sageworth Trust Co496$45.0K0.00%+396+396.0%Added
Beck Bode, LLC500$46.0K0.01%+500New
Riggs Asset Managment Co. Inc.513$47.0K0.01%+71+16.1%Added
Column Capital Advisors, LLC528$48.0K0.01%−64−10.8%Reduced
Semmax Financial Advisors Inc.519$48.0K0.02%00.0%Unchanged