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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| 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 |
|---|---|---|---|---|---|
| First Command Bank | 567 | $52.0K | 0.01% | −361−38.9% | Reduced |
| First Command Financial Services, Inc. | 567 | $52.0K | 0.01% | −361−38.9% | Reduced |
| Horrell Capital Management, Inc. | 583 | $53.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 581 | $53.0K | 0.06% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 592 | $54.0K | 0.05% | −386−39.5% | Reduced |
| Crescent Capital Consulting, LLC | 594 | $54.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 601 | $54.0K | 0.03% | +76+14.5% | Added |
| Hillsdale Investment Management Inc. | 600 | $55.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 600 | $55.0K | 0.04% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 597 | $55.0K | 0.03% | −10−1.6% | Reduced |
| 1832 Asset Management L.P. | 608 | $56.0K | 0.00% | −3,416,022−100.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 625 | $57.0K | 0.04% | +625 | New |
| Larson Financial Group LLC | 657 | $60.0K | 0.01% | +3+0.5% | Added |
| Paragon Wealth Strategies, LLC | 651 | $60.0K | 0.02% | +651 | New |
| Carmichael Hill & Associates, Inc. | 663 | $61.0K | 0.03% | −37−5.3% | Reduced |
| SOA Wealth Advisors, LLC. | 679 | $62.0K | 0.02% | −54−7.4% | Reduced |
| HHM Wealth Advisors, LLC | 680 | $62.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 680 | $62.3K | 0.07% | −1,908−73.7% | Reduced |
| Lenox Wealth Advisors, LLC | 698 | $64.0K | 0.01% | −214−23.5% | Reduced |
| Creative Financial Designs Inc | 701 | $64.0K | 0.01% | +1+0.1% | Added |
| M&R Capital Management Inc | 708 | $64.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 704 | $64.0K | 0.00% | +51+7.8% | Added |
| Twin Lakes Capital Management, LLC | 720 | $66.0K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 752 | $69.0K | 0.01% | −13−1.7% | Reduced |
| Cedar Mountain Advisors, LLC | 755 | $69.0K | 0.02% | +2+0.3% | Added |
| Rocky Mountain Advisers, LLC | 751 | $69.0K | 0.09% | +2+0.3% | Added |
| Estabrook Capital Management | 770 | $70.6K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 780 | $72.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 784 | $72.0K | 0.01% | +33+4.4% | Added |
| Park Circle Co | 800 | $73.0K | 0.06% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 800 | $73.4K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 811 | $74.0K | 0.05% | 00.0% | Unchanged |
| Corsicana & Co. | 807 | $74.0K | 0.05% | +807 | New |
| Glassman Wealth Services | 814 | $75.0K | 0.02% | −2−0.2% | Reduced |
| AllSquare Wealth Management LLC | 827 | $76.0K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 839 | $77.0K | 0.03% | +27+3.3% | Added |
| Sutton Wealth Advisors Inc. | 869 | $79.7K | 0.03% | +60+7.4% | Added |
| Farmers & Merchants Investments Inc | 873 | $80.0K | 0.00% | +11+1.3% | Added |
| San Francisco Sentry Investment Group (Ca) | 897 | $82.0K | 0.04% | 00.0% | Unchanged |
| Laffer Tengler Investments | 911 | $83.5K | 0.03% | −4,298−82.5% | Reduced |
| GeoWealth Management, LLC | 911 | $84.0K | 0.01% | +911 | New |
| Cedar Wealth Management, LLC | 922 | $85.0K | 0.04% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 941 | $86.0K | 0.02% | +59+6.7% | Added |
| Founders Capital Management | 954 | $87.0K | 0.06% | +3+0.3% | Added |
| Global Financial Private Client, LLC | 964 | $88.7K | 0.05% | 00.0% | Unchanged |
| WD Rutherford LLC | 975 | $89.0K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 970 | $89.0K | 0.03% | +432+80.3% | Added |
| First National Bank of South Miami | 1,000 | $92.0K | 0.06% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,016 | $93.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,041 | $95.0K | 0.04% | +6+0.6% | Added |
| Bogart Wealth, LLC | 1,084 | $99.0K | 0.01% | −55,171−98.1% | Reduced |
| Capital Advisors, Ltd. LLC | 1,081 | $99.0K | 0.02% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,084 | $99.0K | 0.06% | +5+0.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,104 | $101.0K | 0.07% | +1,000+961.5% | Added |
| Resources Management Corp | 1,109 | $102.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,116 | $102.0K | 0.01% | +323+40.7% | Added |
| Clearview Wealth Advisors LLC | 1,135 | $104.0K | 0.06% | +629+124.3% | Added |
| West Paces Advisors Inc. | 1,139 | $104.4K | 0.04% | +45+4.1% | Added |
| Sonora Investment Management, LLC | 1,151 | $106.0K | 0.01% | +96+9.1% | Added |
| Jacobi Capital Management LLC | 1,158 | $106.0K | 0.01% | +227+24.4% | Added |
| Prentice Wealth Management LLC | 1,206 | $111.0K | 0.06% | −16−1.3% | Reduced |
| Evolution Wealth Advisors, LLC | 1,215 | $111.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,214 | $111.0K | 0.04% | +20+1.7% | Added |
| Adell Harriman & Carpenter Inc | 1,213 | $111.2K | 0.01% | +1,213 | New |
| Dividend Assets Capital, LLC | 1,267 | $116.0K | 0.02% | −200−13.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,296 | $119.0K | 0.00% | +80+6.6% | Added |
| Hexagon Capital Partners LLC | 1,296 | $119.0K | 0.03% | +182+16.3% | Added |
| Burleson & Company, LLC | 1,316 | $121.0K | 0.02% | +3+0.2% | Added |
| Gleason Group, Inc. | 1,317 | $121.0K | 0.04% | +5+0.4% | Added |
| Independence Bank of Kentucky | 1,328 | $122.0K | 0.05% | −100−7.0% | Reduced |
| Silvant Capital Management LLC | 1,357 | $124.0K | 0.02% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,612 | $125.0K | 0.01% | −1,612−50.0% | Reduced |
| Carolinas Wealth Consulting LLC | 1,375 | $126.0K | 0.03% | −366−21.0% | Reduced |
| Arkadios Wealth Advisors | 1,385 | $127.0K | 0.02% | +60+4.5% | Added |
| Global Retirement Partners, LLC | 1,380 | $127.0K | 0.01% | +299+27.7% | Added |
| Cranbrook Wealth Management, LLC | 1,460 | $134.0K | 0.03% | −36−2.4% | Reduced |
| Clearstead Advisors, LLC | 1,483 | $136.0K | 0.01% | −2−0.1% | Reduced |
| Vectors Research Management, LLC | 1,503 | $138.0K | 0.04% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 1,545 | $142.0K | 0.04% | +1,545 | New |
| Lindbrook Capital, LLC | 1,604 | $147.0K | 0.03% | −22−1.4% | Reduced |
| Edge Wealth Management LLC | 1,600 | $147.0K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,621 | $148.0K | 0.12% | +1,621 | New |
| First Manhattan Co | 1,641 | $150.0K | 0.00% | +76+4.9% | Added |
| Key Financial Inc | 1,584 | $152.0K | 0.08% | +200+14.5% | Added |
| Baystate Wealth Management LLC | 1,689 | $155.0K | 0.02% | +7+0.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,708 | $157.0K | 0.03% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,729 | $159.0K | 0.00% | −39,672−95.8% | Reduced |
| American National Bank | 1,842 | $169.0K | 0.04% | +1,835+26,214.3% | Added |
| Endurance Wealth Management, Inc. | 1,916 | $175.0K | 0.02% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,918 | $176.0K | 0.01% | −3,634−65.5% | Reduced |
| BerganKDV Wealth Management, LLC | 1,937 | $178.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,962 | $180.0K | 0.14% | 00.0% | Unchanged |
| Interactive Financial Advisors | 2,000 | $183.0K | 0.07% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2,070 | $190.0K | 0.03% | +131+6.8% | Added |
| Prestige Wealth Management Group LLC | 2,097 | $192.0K | 0.05% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,170 | $199.0K | 0.01% | −230−9.6% | Reduced |
| Beaumont Financial Partners, LLC | 2,188 | $201.0K | 0.02% | −475−17.8% | Reduced |
| Fieldpoint Private Securities, LLC | 1,971 | $201.0K | 0.04% | −77−3.8% | Reduced |
| Cambria Investment Management, L.P. | 2,194 | $201.0K | 0.03% | +2,194 | New |
| Ellsworth Advisors, LLC | 2,195 | $201.0K | 0.10% | +2,195 | New |