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, 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.
| 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, Q2 2021
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 24,477 | $2.24M | 0.04% | −723−2.9% | Reduced |
| IndexIQ Advisors LLC | 24,564 | $2.25M | 0.08% | +1,721+7.5% | Added |
| Convergence Investment Partners, LLC | 24,570 | $2.25M | 0.97% | −11,032−31.0% | Reduced |
| National Asset Management, Inc. | 24,920 | $2.26M | 0.07% | +12,526+101.1% | Added |
| Veriti Management LLC | 24,767 | $2.27M | 0.34% | +6,402+34.9% | Added |
| Culbertson A N & Co Inc | 24,805 | $2.27M | 0.47% | +2,300+10.2% | Added |
| Toscafund Asset Management LLP | 25,000 | $2.29M | 2.65% | −65,462−72.4% | Reduced |
| Prudent Man Advisors, LLC | 25,245 | $2.31M | 0.89% | −2,270−8.3% | Reduced |
| Greenwich Wealth Management LLC | 25,461 | $2.33M | 0.20% | −203−0.8% | Reduced |
| Park Avenue Securities LLC | 25,501 | $2.34M | 0.05% | +3,655+16.7% | Added |
| Ibex Wealth Advisors | 26,261 | $2.41M | 0.48% | +1,263+5.1% | Added |
| Capital Markets Trading UK LLP | 26,591 | $2.44M | 2.46% | +26,591 | New |
| Cetera Advisor Networks LLC | 27,824 | $2.45M | 0.03% | +10,313+58.9% | Added |
| HCR Wealth Advisors | 26,789 | $2.46M | 0.43% | +2,928+12.3% | Added |
| Occidental Asset Management, LLC | 26,889 | $2.46M | 0.66% | +1,230+4.8% | Added |
| Dimension Capital Management LLC | 26,941 | $2.47M | 0.54% | −33,436−55.4% | Reduced |
| Sumitomo Life Insurance Co | 27,079 | $2.48M | 0.08% | −4,215−13.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 27,199 | $2.49M | 0.03% | −1,230−4.3% | Reduced |
| Hudson Canyon Capital Management | 27,388 | $2.51M | 1.88% | −2,084−7.1% | Reduced |
| Unigestion Holding SA | 27,924 | $2.53M | 0.09% | −458−1.6% | Reduced |
| Carret Asset Management, LLC | 27,657 | $2.54M | 0.30% | +79+0.3% | Added |
| Union Heritage Capital, LLC | 27,747 | $2.54M | 1.19% | 00.0% | Unchanged |
| Homrich & Berg | 27,746 | $2.54M | 0.06% | +2,286+9.0% | Added |
| Heron Financial Group, LLC | 27,822 | $2.55M | 1.46% | −660−2.3% | Reduced |
| Venture Visionary Partners LLC | 27,849 | $2.55M | 0.20% | +11,541+70.8% | Added |
| Tower Research Capital LLC (TRC) | 28,348 | $2.60M | 0.07% | −175,978−86.1% | Reduced |
| Parallel Advisors, LLC | 28,593 | $2.62M | 0.11% | +1,203+4.4% | Added |
| Palisade Asset Management, LLC | 28,890 | $2.65M | 0.31% | −24−0.1% | Reduced |
| Clear Street Markets LLC | 29,100 | $2.67M | 0.57% | +9,899+51.6% | Added |
| Susquehanna Fundamental Investments, LLC | 29,179 | $2.67M | 0.05% | −26,620−47.7% | Reduced |
| Cresset Asset Management, LLC | 29,483 | $2.70M | 0.04% | −2,736−8.5% | Reduced |
| Everence Capital Management Inc | 29,931 | $2.74M | 0.23% | 00.0% | Unchanged |
| Bowling Portfolio Management LLC | 29,993 | $2.75M | 0.61% | +7,002+30.5% | Added |
| Gifford Fong Associates | 30,000 | $2.75M | 0.53% | 00.0% | Unchanged |
| Ally Financial Inc. | 30,000 | $2.75M | 0.27% | +30,000 | New |
| Dynamic Technology Lab Private Ltd | 30,072 | $2.76M | 0.28% | −26,088−46.5% | Reduced |
| Greenleaf Trust | 30,168 | $2.77M | 0.03% | +1,043+3.6% | Added |
| Regions Financial Corp | 30,217 | $2.77M | 0.02% | +4,401+17.0% | Added |
| Avantax Advisory Services, Inc. | 30,403 | $2.79M | 0.05% | +1,442+5.0% | Added |
| Pathstone Family Office, LLC | 30,373 | $2.79M | 0.08% | +6,422+26.8% | Added |
| Dynamic Advisor Solutions LLC | 30,432 | $2.79M | 0.22% | +1,858+6.5% | Added |
| USS Investment Management Ltd | 30,500 | $2.80M | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 30,678 | $2.81M | 0.09% | +468+1.5% | Added |
| Covenant Multifamily Offices, LLC | 31,159 | $2.86M | 0.52% | +4,747+18.0% | Added |
| Shell Asset Management Co | 31,203 | $2.86M | 0.06% | −57,828−65.0% | Reduced |
| Foster & Motley Inc | 31,266 | $2.87M | 0.24% | +1,760+6.0% | Added |
| MD Financial Management Inc. | 31,318 | $2.87M | 0.08% | +31,318 | New |
| Bank of New Hampshire | 31,379 | $2.88M | 0.77% | +31,379 | New |
| Pitcairn Co | 31,566 | $2.89M | 0.19% | −16,129−33.8% | Reduced |
| Synovus Financial Corp | 31,718 | $2.91M | 0.03% | +3,379+11.9% | Added |
| Freedom Day Solutions, LLC | 31,791 | $2.92M | 1.39% | −2,141−6.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 31,901 | $2.92M | 0.14% | −876−2.7% | Reduced |
| Seven Eight Capital, LP | 31,947 | $2.93M | 0.41% | +31,947 | New |
| Arcus Capital Partners, LLC | 31,983 | $2.93M | 1.37% | 00.0% | Unchanged |
| Cerity Partners LLC | 32,041 | $2.94M | 0.06% | −251−0.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 32,375 | $2.97M | 0.04% | +3,991+14.1% | Added |
| Lipe & Dalton | 32,472 | $2.98M | 1.55% | −99−0.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 32,541 | $2.98M | 0.06% | +94+0.3% | Added |
| Comerica Securities,inc. | 32,667 | $3.00M | 0.23% | +7,122+27.9% | Added |
| Wetherby Asset Management Inc | 32,817 | $3.01M | 0.18% | +855+2.7% | Added |
| Varma Mutual Pension Insurance Co | 32,911 | $3.02M | 0.04% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 33,081 | $3.03M | 0.36% | +1,667+5.3% | Added |
| Sowell Financial Services LLC | 33,236 | $3.05M | 0.20% | −5,653−14.5% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 33,243 | $3.05M | 2.22% | +33,243 | New |
| HBK Investments L P | 33,496 | $3.07M | 0.03% | +23,943+250.6% | Added |
| Voloridge Investment Management, LLC | 33,844 | $3.10M | 0.02% | −322,121−90.5% | Reduced |
| Cohen Klingenstein LLC | 31,400 | $3.13M | 0.13% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 34,350 | $3.15M | 0.21% | −205−0.6% | Reduced |
| Point72 Europe (London) LLP | 34,700 | $3.18M | 2.20% | −71,700−67.4% | Reduced |
| Spouting Rock Asset Management, LLC | 34,809 | $3.19M | 0.98% | −11,998−25.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 34,925 | $3.20M | 0.03% | −1,521,747−97.8% | Reduced |
| Duality Advisers, LP | 34,938 | $3.20M | 0.28% | −75,343−68.3% | Reduced |
| TownSquare Capital, LLC | 35,517 | $3.20M | 0.10% | +7,938+28.8% | Added |
| Redpoint Investment Management Pty Ltd | 34,951 | $3.21M | 0.26% | −2,682−7.1% | Reduced |
| Great Diamond Partners, LLC | 35,012 | $3.21M | 0.91% | +738+2.2% | Added |
| Chase Investment Counsel Corp | 35,126 | $3.22M | 1.33% | −26,729−43.2% | Reduced |
| Decatur Capital Management, Inc. | 35,183 | $3.23M | 1.01% | +35,183 | New |
| Capital International Inc | 35,251 | $3.23M | 0.03% | −11,605−24.8% | Reduced |
| Logan Capital Management Inc | 35,586 | $3.26M | 0.15% | +35,586 | New |
| Hennessy Advisors Inc | 36,000 | $3.30M | 0.18% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 36,097 | $3.31M | 0.14% | −202,037−84.8% | Reduced |
| TBH Global Asset Management, LLC | 36,158 | $3.32M | 0.76% | +36,158 | New |
| KCM Investment Advisors LLC | 36,357 | $3.33M | 0.13% | −1,526−4.0% | Reduced |
| Sculati Wealth Management, LLC | 36,448 | $3.34M | 1.77% | −75−0.2% | Reduced |
| Hancock Whitney Corp | 36,550 | $3.35M | 0.11% | −3,312−8.3% | Reduced |
| Affinity Investment Advisors, LLC | 36,775 | $3.37M | 1.52% | −22,883−38.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 36,845 | $3.38M | 0.06% | −1,432−3.7% | Reduced |
| Lazard Asset Management LLC | 36,885 | $3.38M | 0.00% | −7,707−17.3% | Reduced |
| Morse Asset Management, Inc | 36,923 | $3.38M | 0.82% | −2,972−7.4% | Reduced |
| SG Americas Securities, LLC | 37,262 | $3.42M | 0.02% | −97,856−72.4% | Reduced |
| Rockefeller Capital Management L.P. | 37,558 | $3.44M | 0.02% | −5,981−13.7% | Reduced |
| Central Bank & Trust Co | 37,851 | $3.47M | 0.56% | +37,783+55,563.2% | Added |
| Northeast Investment Management | 37,927 | $3.48M | 0.19% | +60.0% | Added |
| Equitable Trust Co | 38,336 | $3.52M | 0.23% | +2,290+6.4% | Added |
| Van Eck Associates Corp | 38,417 | $3.52M | 0.01% | −24,316−38.8% | Reduced |
| Los Angeles Capital Management LLC | 38,569 | $3.54M | 0.02% | −168,306−81.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 38,741 | $3.55M | 0.38% | −3,480−8.2% | Reduced |
| Fma Advisory Inc | 38,870 | $3.56M | 1.32% | −965−2.4% | Reduced |
| IBM Retirement Fund | 39,170 | $3.59M | 0.28% | −8,799−18.3% | Reduced |
| Castleark Management LLC | 39,200 | $3.59M | 0.12% | +39,200 | New |