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 |
|---|---|---|---|---|---|
| Ethic Inc. | 39,324 | $3.61M | 0.44% | +12,992+49.3% | Added |
| Allstate Corp | 39,442 | $3.62M | 0.12% | −2,179−5.2% | Reduced |
| World Asset Management Inc | 39,883 | $3.66M | 0.33% | −2,824−6.6% | Reduced |
| Private Advisor Group, LLC | 40,243 | $3.69M | 0.03% | +2,764+7.4% | Added |
| Hunter Associates Investment Management LLC | 40,415 | $3.71M | 1.15% | +2,881+7.7% | Added |
| Transcend Wealth Collective, LLC | 40,505 | $3.72M | 0.53% | +1,722+4.4% | Added |
| Mitchell Capital Management Co | 40,694 | $3.73M | 0.82% | +2,860+7.6% | Added |
| TD Private Client Wealth LLC | 40,998 | $3.76M | 0.16% | −10,442−20.3% | Reduced |
| Patten & Patten Inc | 41,461 | $3.80M | 0.29% | −7,567−15.4% | Reduced |
| Huntington National Bank | 41,998 | $3.85M | 0.04% | +10,800+34.6% | Added |
| Donaldson Capital Management, LLC | 42,058 | $3.86M | 0.20% | +5,667+15.6% | Added |
| Kempen Capital Management N.V. | 42,118 | $3.86M | 0.14% | +42,118 | New |
| AIA Group Ltd | 43,231 | $3.86M | 0.27% | +18,803+77.0% | Added |
| Essex Investment Management Co LLC | 42,523 | $3.90M | 0.45% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 42,550 | $3.90M | 0.02% | −13,937−24.7% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 43,125 | $3.95M | 2.50% | −400−0.9% | Reduced |
| Central Trust Co | 43,230 | $3.96M | 0.14% | +10,324+31.4% | Added |
| Baird Financial Group, Inc. | 43,610 | $4.00M | 0.01% | +4,168+10.6% | Added |
| KCS Wealth Advisory | 43,861 | $4.02M | 1.89% | +631+1.5% | Added |
| Lincluden Management Ltd | 44,043 | $4.04M | 0.39% | −685−1.5% | Reduced |
| MRJ Capital Inc | 44,069 | $4.04M | 2.35% | −400−0.9% | Reduced |
| Mayflower Financial Advisors, LLC | 44,073 | $4.04M | 0.57% | +18,388+71.6% | Added |
| Joel Isaacson & Co., LLC | 44,269 | $4.06M | 0.32% | +150.0% | Added |
| York Capital Management Global Advisors, LLC | 44,348 | $4.07M | 0.46% | +4,882+12.4% | Added |
| Markston International LLC | 44,616 | $4.09M | 2.49% | −132,286−74.8% | Reduced |
| Massmutual Trust Co FSB | 44,637 | $4.09M | 0.17% | −236−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 44,879 | $4.12M | 0.17% | −25,129−35.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 45,059 | $4.13M | 0.04% | +12,045+36.5% | Added |
| Roanoke Asset Management Corp | 45,278 | $4.15M | 1.44% | +10,925+31.8% | Added |
| Norinchukin Bank, The | 45,355 | $4.16M | 0.06% | −969−2.1% | Reduced |
| Usca Ria LLC | 45,479 | $4.17M | 0.25% | +2,745+6.4% | Added |
| Veritable, L.P. | 45,794 | $4.20M | 0.07% | +407+0.9% | Added |
| Cigna Investments Inc | 45,836 | $4.20M | 0.30% | −7,439−14.0% | Reduced |
| Tocqueville Asset Management L.P. | 45,834 | $4.20M | 0.06% | +2,503+5.8% | Added |
| Teza Capital Management LLC | 46,034 | $4.22M | 0.68% | −43,781−48.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 46,226 | $4.24M | 0.30% | +2,294+5.2% | Added |
| CWM, LLC | 46,331 | $4.25M | 0.03% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 47,083 | $4.28M | 1.57% | −4,896−9.4% | Reduced |
| Neville Rodie & Shaw Inc | 46,698 | $4.28M | 0.33% | +14,408+44.6% | Added |
| Level Four Advisory Services, LLC | 47,007 | $4.31M | 0.30% | +341+0.7% | Added |
| Elk River Wealth Management, LLC | 47,201 | $4.33M | 1.12% | +2,096+4.6% | Added |
| SkyOak Wealth, LLC | 47,418 | $4.35M | 1.16% | +61+0.1% | Added |
| Cumberland Partners Ltd | 47,929 | $4.39M | 0.34% | +9,475+24.6% | Added |
| Institutional & Family Asset Management, LLC | 47,989 | $4.40M | 0.73% | −7,707−13.8% | Reduced |
| Albion Financial Group | 48,133 | $4.41M | 0.38% | +48,133 | New |
| Arrow Financial Corp | 48,687 | $4.46M | 0.57% | −1,268−2.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 48,897 | $4.48M | 0.43% | +48,897 | New |
| Corient Capital Partners, LLC | 48,989 | $4.49M | 0.33% | −2,890−5.6% | Reduced |
| Jefferies Group LLC | 49,145 | $4.51M | 0.08% | −3,784−7.1% | Reduced |
| Heritage Trust Co | 49,389 | $4.53M | 0.65% | −2,924−5.6% | Reduced |
| Odey Asset Management Group Ltd | 49,400 | $4.53M | 1.02% | −27,700−35.9% | Reduced |
| FDx Advisors, Inc. | 49,541 | $4.54M | 0.15% | −9,293−15.8% | Reduced |
| Argus Investors' Counsel, Inc. | 49,700 | $4.56M | 1.85% | −7,000−12.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 49,903 | $4.58M | 0.80% | +850+1.7% | Added |
| Washington Trust Bank | 50,062 | $4.59M | 0.54% | −113−0.2% | Reduced |
| Modera Wealth Management, LLC | 50,273 | $4.61M | 0.25% | +185+0.4% | Added |
| BOK Financial Private Wealth, Inc. | 50,790 | $4.66M | 0.38% | +1,957+4.0% | Added |
| Regent Investment Management LLC | 50,880 | $4.67M | 1.09% | −2,665−5.0% | Reduced |
| NWK Group, Inc. | 51,062 | $4.68M | 1.87% | +108+0.2% | Added |
| Consolidated Investment Group LLC | 51,600 | $4.73M | 0.79% | +12,000+30.3% | Added |
| Coldstream Capital Management Inc | 51,609 | $4.73M | 0.19% | −192−0.4% | Reduced |
| Baxter Bros Inc | 51,867 | $4.76M | 0.75% | +1,907+3.8% | Added |
| Mark Stevens | 52,395 | $4.80M | 0.53% | −5,925−10.2% | Reduced |
| Advisor Partners LLC | 53,609 | $4.91M | 0.32% | −780−1.4% | Reduced |
| Banque Cantonale Vaudoise | 53,951 | $4.95M | 0.22% | +26,490+96.5% | Added |
| HAP Trading, LLC | 53,990 | $4.95M | 0.31% | +53,990 | New |
| First Hawaiian Bank | 55,128 | $5.05M | 0.21% | −7,871−12.5% | Reduced |
| K.J. Harrison & Partners Inc | 55,350 | $5.08M | 0.73% | +7,800+16.4% | Added |
| Atria Investments LLC | 55,448 | $5.08M | 0.10% | +9,715+21.2% | Added |
| Northern Oak Wealth Management Inc | 55,637 | $5.10M | 0.62% | +1,429+2.6% | Added |
| Stephens Inc | 55,690 | $5.11M | 0.08% | +4,891+9.6% | Added |
| Spectrum Management Group, LLC | 56,269 | $5.16M | 0.91% | +5,583+11.0% | Added |
| Bluefin Capital Management, LLC | 56,296 | $5.16M | 0.36% | +51,896+1,179.5% | Added |
| Benson Investment Management Company, Inc. | 57,341 | $5.26M | 2.68% | +685+1.2% | Added |
| Alerus Financial NA | 57,500 | $5.27M | 0.53% | +2,977+5.5% | Added |
| Mirabella Financial Services LLP | 19,903 | $5.32M | 1.02% | −17,684−47.0% | Reduced |
| Wills Financial Group, Inc. | 58,245 | $5.34M | 2.31% | +530+0.9% | Added |
| Oak Harvest Investment Services | 58,954 | $5.41M | 1.78% | −454−0.8% | Reduced |
| Canandaigua National Corp | 59,794 | $5.48M | 0.89% | +9,697+19.4% | Added |
| Full18 Capital LLC | 60,103 | $5.51M | 2.29% | −8,496−12.4% | Reduced |
| Glenview Trust Co | 60,275 | $5.53M | 0.21% | +275+0.5% | Added |
| MainStreet Investment Advisors LLC | 60,839 | $5.58M | 0.48% | −5,241−7.9% | Reduced |
| Iowa State Bank | 61,757 | $5.66M | 1.59% | −397−0.6% | Reduced |
| Assetmark, Inc | 62,105 | $5.69M | 0.03% | +1,614+2.7% | Added |
| Meeder Asset Management Inc | 62,322 | $5.71M | 0.27% | +173+0.3% | Added |
| Alberta Investment Management Corp | 62,600 | $5.74M | 0.05% | −132,800−68.0% | Reduced |
| Ameritas Investment Partners, Inc. | 62,865 | $5.76M | 0.21% | −485−0.8% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 63,190 | $5.79M | 0.29% | +63,190 | New |
| Boston Private Wealth LLC | 63,384 | $5.81M | 0.07% | +1,238+2.0% | Added |
| Meyer Handelman Co | 63,542 | $5.83M | 0.23% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 64,337 | $5.90M | 1.56% | −123,084−65.7% | Reduced |
| Cetera Investment Advisers | 64,568 | $5.92M | 0.10% | −4,032−5.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 64,754 | $5.94M | 0.34% | +14,402+28.6% | Added |
| Integrated Advisors Network LLC | 65,683 | $6.02M | 0.44% | +765+1.2% | Added |
| Old Second National Bank of Aurora | 65,986 | $6.05M | 1.66% | +15,124+29.7% | Added |
| Engineers Gate Manager LP | 66,468 | $6.09M | 0.39% | −96,115−59.1% | Reduced |
| Appleton Partners Inc | 66,647 | $6.11M | 0.52% | +15,916+31.4% | Added |
| Oliver Luxxe Assets LLC | 67,548 | $6.19M | 1.70% | −1,683−2.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 67,595 | $6.20M | 0.11% | −435−0.6% | Reduced |
| Oppenheimer & Co Inc | 67,648 | $6.20M | 0.11% | −1,219−1.8% | Reduced |