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 |
|---|---|---|---|---|---|
| Avitas Wealth Management LLC | 67,869 | $6.22M | 1.11% | +1,651+2.5% | Added |
| Prelude Capital Management, LLC | 68,389 | $6.27M | 0.35% | −23,308−25.4% | Reduced |
| Kings Point Capital Management | 68,931 | $6.32M | 0.58% | +4,263+6.6% | Added |
| German American Bancorp, Inc. | 69,080 | $6.33M | 1.00% | −30,514−30.6% | Reduced |
| Banque Pictet & Cie SA | 69,422 | $6.37M | 0.07% | −84−0.1% | Reduced |
| Baugh & Associates, LLC | 70,528 | $6.47M | 4.01% | −675−0.9% | Reduced |
| Kestra Advisory Services, LLC | 72,305 | $6.63M | 0.08% | +2,451+3.5% | Added |
| Catalyst Capital Advisors LLC | 72,800 | $6.67M | 0.33% | −2,200−2.9% | Reduced |
| Chemung Canal Trust Co | 73,718 | $6.76M | 1.29% | −7,170−8.9% | Reduced |
| D.A. Davidson & Co. | 74,714 | $6.85M | 0.08% | +748+1.0% | Added |
| Crestline Management, LP | 75,000 | $6.88M | 0.59% | +75,000 | New |
| Lorne Steinberg Wealth Management Inc. | 75,152 | $6.89M | 3.39% | −960−1.3% | Reduced |
| Connors Investor Services Inc | 75,481 | $6.92M | 0.72% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 75,913 | $6.96M | 0.42% | +6,100+8.7% | Added |
| Twinbeech Capital LP | 76,025 | $6.97M | 0.85% | −18,118−19.2% | Reduced |
| Cutler Group LP | 76,573 | $7.02M | 0.52% | +74,766+4,137.6% | Added |
| First National Bank of Omaha | 91,609 | $7.12M | 0.37% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 78,461 | $7.19M | 0.10% | +9,304+13.5% | Added |
| Westbourne Investment Advisors, Inc. | 79,023 | $7.25M | 3.28% | +776+1.0% | Added |
| NorthCoast Asset Management LLC | 80,102 | $7.35M | 0.26% | +4,797+6.4% | Added |
| Capital Analysts, LLC | 80,364 | $7.37M | 0.49% | +1,028+1.3% | Added |
| Ossiam | 77,427 | $7.43M | 0.20% | −218,253−73.8% | Reduced |
| Ieq Capital, LLC | 81,143 | $7.44M | 0.22% | +513+0.6% | Added |
| First Citizens Bank & Trust Co | 81,182 | $7.44M | 0.35% | −4,824−5.6% | Reduced |
| Pinebridge Investments, L.P. | 81,534 | $7.48M | 0.09% | −1,524−1.8% | Reduced |
| D L Carlson Investment Group Inc | 81,706 | $7.49M | 1.30% | +141+0.2% | Added |
| Ninety One North America, Inc. | 82,062 | $7.52M | 0.35% | −53,144−39.3% | Reduced |
| Simplex Trading, LLC | 82,188 | $7.54M | 0.27% | +82,188 | New |
| Gibraltar Capital Management, Inc. | 86,521 | $7.58M | 3.79% | +2,815+3.4% | Added |
| Burns J W & Co Inc | 83,286 | $7.64M | 1.20% | +270+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 83,631 | $7.67M | 0.09% | −255,373−75.3% | Reduced |
| Walleye Capital LLC | 84,330 | $7.73M | 0.28% | +3,866+4.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 85,604 | $7.85M | 0.05% | +3,609+4.4% | Added |
| Thompson Siegel & Walmsley LLC | 85,800 | $7.87M | 0.11% | +19,992+30.4% | Added |
| Brown Advisory Inc | 85,929 | $7.88M | 0.01% | +132+0.2% | Added |
| YHB Investment Advisors, Inc. | 85,927 | $7.88M | 0.67% | +9,832+12.9% | Added |
| McGuire Investment Group, LLC | 86,009 | $7.89M | 1.50% | −1,679−1.9% | Reduced |
| Cito Capital Group, LLC | 86,028 | $7.89M | 3.55% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 86,676 | $7.95M | 0.38% | −5,669−6.1% | Reduced |
| Ashfield Capital Partners, LLC | 86,758 | $7.96M | 0.57% | +5,839+7.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 89,922 | $8.24M | 0.20% | +2,185+2.5% | Added |
| Nicholas Investment Partners, LP | 90,000 | $8.25M | 0.52% | +65,000+260.0% | Added |
| Telemus Capital, LLC | 91,337 | $8.38M | 0.60% | −216−0.2% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $8.44M | 1.10% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 92,023 | $8.44M | 0.13% | +18,092+24.5% | Added |
| Winslow Capital Management, LLC | 92,097 | $8.44M | 0.03% | −802,024−89.7% | Reduced |
| Louisiana State Employees Retirement System | 92,800 | $8.51M | 0.21% | −200−0.2% | Reduced |
| FineMark National Bank & Trust | 92,992 | $8.53M | 0.35% | −32,629−26.0% | Reduced |
| Twin Capital Management Inc | 93,808 | $8.60M | 0.79% | +3,460+3.8% | Added |
| Pacer Advisors, Inc. | 96,475 | $8.85M | 0.13% | +1,534+1.6% | Added |
| Banco Santander, S.A. | 96,607 | $8.86M | 0.05% | −1,043−1.1% | Reduced |
| Dowling & Yahnke LLC | 97,192 | $8.91M | 0.51% | +1,398+1.5% | Added |
| Cornerstone Advisors, LLC | 98,000 | $8.99M | 0.53% | +60,000+157.9% | Added |
| Prospera Financial Services Inc | 98,415 | $9.02M | 0.45% | +88,842+928.0% | Added |
| Elo Mutual Pension Insurance Co | 98,825 | $9.06M | 0.30% | −2,671−2.6% | Reduced |
| Jupiter Wealth Management LLC | 91,339 | $9.11M | 4.36% | −6,291−6.4% | Reduced |
| New Mexico Educational Retirement Board | 100,010 | $9.17M | 0.31% | +9,600+10.6% | Added |
| Tdam USA Inc. | 96,167 | $9.23M | 0.57% | −47,793−33.2% | Reduced |
| People's United Financial, Inc. | 101,802 | $9.33M | 0.21% | −1,158−1.1% | Reduced |
| Flputnam Investment Management Co | 101,850 | $9.34M | 0.32% | +11,216+12.4% | Added |
| White Pine Investment CO | 102,218 | $9.37M | 3.23% | −9,126−8.2% | Reduced |
| Amica Mutual Insurance Co | 102,944 | $9.44M | 1.00% | +45,298+78.6% | Added |
| Montag A & Associates Inc | 103,117 | $9.46M | 0.50% | −9,456−8.4% | Reduced |
| Maryland State Retirement & Pension System | 105,220 | $9.49M | 0.31% | −2,205−2.1% | Reduced |
| Wealthfront Advisers LLC | 103,701 | $9.51M | 0.05% | +6,899+7.1% | Added |
| Creative Planning | 104,023 | $9.54M | 0.02% | −14,900−12.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 105,345 | $9.66M | 0.22% | +12,742+13.8% | Added |
| Becker Capital Management Inc | 105,544 | $9.68M | 0.41% | −3,049−2.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 106,588 | $9.77M | 0.02% | +69,765+189.5% | Added |
| BBVA USA | 108,188 | $9.92M | 0.55% | +108,188 | New |
| Wolverine Trading, LLC | 109,820 | $9.95M | 0.27% | +54,690+99.2% | Added |
| Myriad Asset Management Ltd. | 109,104 | $10.0M | 0.76% | +109,104 | New |
| St Germain D J Co Inc | 110,510 | $10.1M | 0.64% | +67+0.1% | Added |
| Core Alternative Capital | 110,621 | $10.1M | 2.36% | −1,437−1.3% | Reduced |
| Pendal Group Limited | 111,110 | $10.2M | 0.09% | +111,110 | New |
| Motco | 111,185 | $10.2M | 0.67% | −3,422−3.0% | Reduced |
| MML Investors Services, LLC | 112,386 | $10.3M | 0.09% | +10,759+10.6% | Added |
| Barometer Capital Management Inc. | 113,385 | $10.3M | 1.97% | −14,055−11.0% | Reduced |
| Howe & Rusling Inc | 113,412 | $10.4M | 1.31% | −21,381−15.9% | Reduced |
| Argent Trust Co | 113,855 | $10.4M | 0.69% | +1,466+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 114,160 | $10.5M | 0.05% | +4,537+4.1% | Added |
| Gemsstock Limited | 114,600 | $10.5M | 3.31% | −83,200−42.1% | Reduced |
| Captrust Financial Advisors | 114,792 | $10.5M | 0.10% | +4,869+4.4% | Added |
| Marshall Wace North America L.P. | 116,093 | $10.6M | 0.04% | +14,930+14.8% | Added |
| Swarthmore Group Inc | 116,208 | $10.7M | 2.75% | −27,717−19.3% | Reduced |
| Grassi Investment Management | 118,950 | $10.9M | 1.18% | 00.0% | Unchanged |
| Scotia Capital Inc. | 120,047 | $11.0M | 0.08% | +20,947+21.1% | Added |
| Socorro Asset Management LP | 121,660 | $11.2M | 3.64% | +49,715+69.1% | Added |
| Brightworth | 122,427 | $11.2M | 0.96% | +2,197+1.8% | Added |
| Blair William & Co | 122,850 | $11.3M | 0.04% | −8,323−6.3% | Reduced |
| General Pension Society PZU Joint Stock Co | 124,369 | $11.4M | 3.51% | 00.0% | Unchanged |
| Shelton Capital Management | 124,795 | $11.4M | 0.43% | −69,961−35.9% | Reduced |
| Hudson Bay Capital Management LP | 125,001 | $11.5M | 0.14% | −25,000−16.7% | Reduced |
| Securian Asset Management, Inc | 125,532 | $11.5M | 0.23% | −1,696−1.3% | Reduced |
| Morgan Stanley | 126,869 | $11.6M | 0.00% | +53,315+72.5% | Added |
| Xponance, Inc. | 127,803 | $11.7M | 0.22% | +460+0.4% | Added |
| Telos Capital Management, Inc. | 127,954 | $11.7M | 1.55% | +12,467+10.8% | Added |
| Leuthold Group, LLC | 128,063 | $11.7M | 1.44% | −2,469−1.9% | Reduced |
| Greenwood Capital Associates LLC | 129,232 | $11.8M | 1.79% | −2,491−1.9% | Reduced |
| Mount Lucas Management LP | 131,713 | $12.1M | 3.55% | +66,534+102.1% | Added |