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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 131,797 | $12.1M | 0.16% | +54,424+70.3% | Added |
| Crestwood Advisors Group LLC | 134,863 | $12.4M | 0.36% | +95,513+242.7% | Added |
| Lowe Brockenbrough & Co Inc | 135,486 | $12.4M | 1.12% | +2,385+1.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 135,623 | $12.4M | 0.49% | +3,913+3.0% | Added |
| BTC Capital Management, Inc. | 135,669 | $12.5M | 1.42% | −13,853−9.3% | Reduced |
| Credit Agricole S A | 136,478 | $12.5M | 0.42% | −12,772−8.6% | Reduced |
| Hourglass Capital, LLC | 140,489 | $12.9M | 3.00% | +520.0% | Added |
| Brookfield Asset Management Inc. | 142,729 | $13.1M | 0.06% | +106,348+292.3% | Added |
| Daiwa Securities Group Inc. | 142,006 | $13.3M | 0.09% | −3,527−2.4% | Reduced |
| Andra AP-fonden | 147,311 | $13.5M | 0.28% | −47,500−24.4% | Reduced |
| Nissay Asset Management Corp | 147,511 | $13.5M | 0.12% | +11,143+8.2% | Added |
| Burney Co | 148,037 | $13.6M | 0.63% | +4,623+3.2% | Added |
| Ci Investments Inc. | 149,641 | $13.7M | 0.05% | +145,804+3,799.9% | Added |
| Ziegler Capital Management, LLC | 149,956 | $13.8M | 0.46% | −61,341−29.0% | Reduced |
| Marvin & Palmer Associates Inc | 150,932 | $13.8M | 5.66% | −1,609−1.1% | Reduced |
| Wade G W & Inc | 154,401 | $14.2M | 0.68% | +93,601+153.9% | Added |
| Bank of the West | 154,971 | $14.2M | 1.45% | −13,243−7.9% | Reduced |
| Matrix Asset Advisors Inc | 157,791 | $14.5M | 2.08% | −2,976−1.9% | Reduced |
| Peapack Gladstone Financial Corp | 158,089 | $14.5M | 0.35% | +738+0.5% | Added |
| Gratus Capital LLC | 158,646 | $14.5M | 1.61% | +14,777+10.3% | Added |
| Regentatlantic Capital LLC | 159,516 | $14.6M | 0.45% | −19,688−11.0% | Reduced |
| Pacific Heights Asset Management LLC | 160,000 | $14.7M | 1.34% | 00.0% | Unchanged |
| Kiwi Wealth Investments Limited Partnership | 160,274 | $14.7M | 0.76% | +30,751+23.7% | Added |
| Pittenger & Anderson Inc | 161,374 | $14.8M | 0.76% | +1,075+0.7% | Added |
| Edge Capital Group, LLC | 161,698 | $14.8M | 1.19% | −3,993−2.4% | Reduced |
| Maltese Capital Management LLC | 162,515 | $14.9M | 2.37% | −22,500−12.2% | Reduced |
| Hartford Investment Management Co | 164,347 | $15.1M | 0.37% | −5,023−3.0% | Reduced |
| Granite Investment Advisors, LLC | 164,625 | $15.1M | 2.36% | +504+0.3% | Added |
| Achmea Investment Management B.V. | 164,628 | $15.1M | 0.51% | −92,241−35.9% | Reduced |
| Erste Asset Management GmbH | 167,610 | $15.2M | 0.30% | +35,632+27.0% | Added |
| Edgar Lomax Co | 170,875 | $15.7M | 0.97% | −6,600−3.7% | Reduced |
| Bailard, Inc. | 171,321 | $15.7M | 0.54% | +4,337+2.6% | Added |
| Sit Investment Associates Inc | 172,535 | $15.8M | 0.39% | +8,715+5.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 176,269 | $16.2M | 0.05% | −4,312−2.4% | Reduced |
| Kames Capital plc | 176,470 | $16.2M | 0.23% | +176,470 | New |
| Carlson Capital L P | 177,257 | $16.3M | 0.78% | +125,757+244.2% | Added |
| Nicola Wealth Management Ltd. | 178,000 | $16.3M | 1.67% | −3,000−1.7% | Reduced |
| BP PLC | 178,545 | $16.4M | 0.70% | −63,900−26.4% | Reduced |
| Metropolitan Life Insurance Co | 178,969 | $16.4M | 0.23% | −4,339−2.4% | Reduced |
| CIBC Asset Management Inc | 180,113 | $16.5M | 0.07% | +4,347+2.5% | Added |
| American National Insurance Co | 180,470 | $16.5M | 0.62% | −270−0.1% | Reduced |
| Gillson Capital LP | 181,970 | $16.7M | 1.56% | −9,776−5.1% | Reduced |
| Hexavest Inc. | 182,073 | $16.7M | 0.82% | −29,782−14.1% | Reduced |
| Marshall Wace, LLP | 182,412 | $16.7M | 0.09% | +182,412 | New |
| TPI Fund Managers Ltd | 183,559 | $16.8M | 2.32% | +183,559 | New |
| Moody National Bank Trust Division | 184,134 | $16.9M | 0.35% | −1,020−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 186,489 | $17.1M | 0.19% | −1,193−0.6% | Reduced |
| Bridgecreek Investment Management, LLC | 188,560 | $17.3M | 2.51% | −16,400−8.0% | Reduced |
| LVM Capital Management Ltd | 189,085 | $17.3M | 2.65% | +1,485+0.8% | Added |
| Mercer Global Advisors Inc | 189,743 | $17.4M | 0.13% | +17,488+10.2% | Added |
| IFM Investors Pty Ltd | 190,613 | $17.5M | 0.36% | +37,220+24.3% | Added |
| Beacon Investment Advisory Services, Inc. | 192,857 | $17.7M | 0.72% | +21,261+12.4% | Added |
| DSC Advisors, L.P. | 193,520 | $17.7M | 17.14% | −420.0% | Reduced |
| HRT Financial LP | 194,382 | $17.8M | 0.16% | +144,651+290.9% | Added |
| Grand Jean Capital Management Inc | 195,298 | $17.9M | 4.44% | +350.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 199,416 | $18.3M | 0.04% | +29,937+17.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 205,000 | $18.8M | 0.20% | +205,000 | New |
| Abner Herrman & Brock LLC | 205,609 | $18.9M | 2.63% | −285−0.1% | Reduced |
| Maple Capital Management, Inc. | 185,817 | $19.3M | 2.33% | +18,244+10.9% | Added |
| J.P. Marvel Investment Advisors, LLC | 211,185 | $19.4M | 4.12% | −310.0% | Reduced |
| Vontobel Holding Ltd. | 216,410 | $19.6M | 0.17% | −29,753−12.1% | Reduced |
| APG Asset Management N.V. | 254,276 | $19.7M | 0.03% | −52,000−17.0% | Reduced |
| Tiaa, FSB | 218,908 | $20.1M | 0.07% | −8,366−3.7% | Reduced |
| Earnest Partners LLC | 220,665 | $20.2M | 0.12% | −39,780−15.3% | Reduced |
| DuPont Capital Management Corp | 221,134 | $20.3M | 0.48% | +8,188+3.8% | Added |
| Jane Street Group, LLC | 221,783 | $20.3M | 0.05% | +81,316+57.9% | Added |
| Crossmark Global Holdings, Inc. | 222,371 | $20.4M | 0.48% | +20,423+10.1% | Added |
| Twin Tree Management, LP | 223,072 | $20.5M | 0.61% | +146,679+192.0% | Added |
| Mutual of America Capital Management LLC | 226,747 | $20.8M | 0.21% | −160−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 227,587 | $20.9M | 0.80% | −22,429−9.0% | Reduced |
| Easterly Investment Partners LLC | 229,399 | $21.0M | 2.47% | −83,999−26.8% | Reduced |
| US Bancorp | 230,238 | $21.1M | 0.04% | −3,497−1.5% | Reduced |
| Candriam Luxembourg S.C.A. | 222,431 | $21.1M | 0.14% | −222,749−50.0% | Reduced |
| Point72 Asset Management, L.P. | 232,700 | $21.3M | 0.11% | −200,700−46.3% | Reduced |
| Mackay Shields LLC | 233,428 | $21.4M | 0.20% | −22,007−8.6% | Reduced |
| Advisor Group Holdings, Inc. | 235,725 | $21.6M | 0.05% | −17,810−7.0% | Reduced |
| Blue Chip Partners, Inc. | 238,277 | $21.8M | 3.12% | +1,517+0.6% | Added |
| Swiss Life Asset Management Ltd | 249,710 | $22.2M | 0.29% | −5,790−2.3% | Reduced |
| RMB Capital Management, LLC | 242,298 | $22.2M | 0.74% | −69,145−22.2% | Reduced |
| Man Group plc | 243,573 | $22.3M | 0.08% | −17,179−6.6% | Reduced |
| Public Employees Retirement Association of Colorado | 243,591 | $22.3M | 0.10% | −10,059−4.0% | Reduced |
| State of Alaska, Department of Revenue | 244,402 | $22.4M | 0.23% | −17,957−6.8% | Reduced |
| Wesbanco Bank Inc | 244,990 | $22.5M | 0.84% | −5,439−2.2% | Reduced |
| Texas Permanent School Fund | 247,285 | $22.7M | 0.26% | −3,302−1.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 249,601 | $22.9M | 0.12% | +126,508+102.8% | Added |
| ExodusPoint Capital Management, LP | 250,486 | $23.0M | 0.36% | +94,417+60.5% | Added |
| Hallmark Capital Management Inc | 252,561 | $23.2M | 1.96% | −15,912−5.9% | Reduced |
| Heritage Investors Management Corp | 254,245 | $23.3M | 0.98% | −5,660−2.2% | Reduced |
| Balyasny Asset Management LLC | 255,688 | $23.4M | 0.13% | −1,763,982−87.3% | Reduced |
| Bollard Group LLC | 257,120 | $23.6M | 0.75% | +8,904+3.6% | Added |
| British Columbia Investment Management Corp | 261,304 | $24.0M | 0.15% | +30,432+13.2% | Added |
| Commonwealth Equity Services, LLC | 262,334 | $24.1M | 0.06% | +13,111+5.3% | Added |
| Jupiter Asset Management Ltd | 262,538 | $24.1M | 0.25% | −661,379−71.6% | Reduced |
| Utah Retirement Systems | 264,668 | $24.3M | 0.31% | −3,801−1.4% | Reduced |
| Bridgeway Capital Management, LLC | 267,735 | $24.5M | 0.44% | −69,500−20.6% | Reduced |
| Cubist Systematic Strategies, LLC | 271,643 | $24.9M | 0.28% | −165,634−37.9% | Reduced |
| Virginia Retirement Systems Et Al | 273,600 | $25.1M | 0.25% | −16,000−5.5% | Reduced |
| Argent Capital Management LLC | 275,368 | $25.2M | 0.79% | −948−0.3% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 276,290 | $25.3M | 0.74% | −5,417,974−95.1% | Reduced |
| AXA S.A. | 278,793 | $25.6M | 0.07% | −49,805−15.2% | Reduced |