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 |
|---|---|---|---|---|---|
| Capital Advisors Inc | 2,201 | $202.0K | 0.01% | −1,286−36.9% | Reduced |
| Groesbeck Investment Management Corp | 2,200 | $202.0K | 0.26% | +2,200 | New |
| Roundview Capital LLC | 2,224 | $204.0K | 0.02% | +2,224 | New |
| Berman Capital Advisors, LLC | 2,250 | $205.0K | 0.03% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,238 | $205.0K | 0.01% | +2,238 | New |
| Mission Wealth Management, LP | 2,233 | $205.0K | 0.01% | +2,233 | New |
| LCNB Corp | 2,244 | $206.0K | 0.10% | +2,244 | New |
| Clare Market Investments LLC | 2,254 | $206.7K | 0.07% | +2,254 | New |
| Hodges Capital Management Inc. | 2,270 | $208.0K | 0.02% | +2,270 | New |
| Firestone Capital Management | 2,277 | $209.0K | 0.08% | +10.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,284 | $209.0K | 0.07% | +2,284 | New |
| Change Path, LLC | 2,295 | $210.0K | 0.01% | +2,295 | New |
| Beta Wealth Group, Inc. | 2,300 | $211.0K | 0.15% | +2,300 | New |
| Clarity Financial LLC | 2,304 | $211.0K | 0.04% | +2,304 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,315 | $212.0K | 0.01% | +2,315 | New |
| Rockland Trust Co | 2,330 | $213.0K | 0.01% | +2,330 | New |
| Karpas Strategies, LLC | 2,320 | $213.0K | 0.08% | +2,320 | New |
| Oakworth Capital, Inc. | 2,330 | $214.0K | 0.02% | −1,204−34.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,330 | $214.0K | 0.03% | +2,330 | New |
| Essex Savings Bank | 2,350 | $214.0K | 0.08% | +2,350 | New |
| AGF Investments LLC | 2,343 | $215.0K | 0.02% | +55+2.4% | Added |
| Sand Hill Global Advisors, LLC | 2,346 | $215.0K | 0.01% | +2,346 | New |
| Neumann Capital Management, LLC | 2,370 | $217.0K | 0.10% | +2,370 | New |
| Focused Wealth Management, Inc | 2,389 | $219.0K | 0.04% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,380 | $219.0K | 0.04% | +2,380 | New |
| Haverford Trust Co | 2,395 | $220.0K | 0.00% | +2,395 | New |
| Boston Trust Walden Corp | 2,423 | $222.0K | 0.00% | +2,423 | New |
| Chesapeake Wealth Management | 2,431 | $223.0K | 0.07% | −165−6.4% | Reduced |
| REDW Wealth LLC | 2,433 | $223.0K | 0.07% | +2,433 | New |
| Aaron Wealth Advisors | 2,433 | $223.0K | 0.07% | +2,433 | New |
| Sargent Bickham Lagudis LLC | 2,442 | $224.0K | 0.02% | +25+1.0% | Added |
| Compagnie Lombard Odier SCmA | 2,466 | $225.0K | 0.00% | +1,666+208.3% | Added |
| FinTrust Capital Advisors, LLC | 2,468 | $226.0K | 0.06% | +2+0.1% | Added |
| Freestone Capital Holdings, LLC | 2,474 | $227.0K | 0.01% | +2,474 | New |
| Fiduciary Group LLC | 2,370 | $228.0K | 0.03% | +2,370 | New |
| Highlander Capital Management, LLC | 2,500 | $229.0K | 0.11% | −500−16.7% | Reduced |
| Beck Mack & Oliver LLC | 2,500 | $229.0K | 0.01% | +2,500 | New |
| Brandywine Oak Private Wealth LLC | 2,507 | $229.0K | 0.03% | +2,507 | New |
| Clear Creek Financial Management, LLC | 2,500 | $229.0K | 0.04% | +2,500 | New |
| Echo Street Capital Management LLC | 2,508 | $230.0K | 0.00% | −4,802−65.7% | Reduced |
| Univest Financial Corp | 2,507 | $230.0K | 0.06% | +2,507 | New |
| Summit Global Investments | 2,513 | $230.0K | 0.01% | +2,513 | New |
| McLean Asset Management Corp | 2,536 | $231.0K | 0.10% | +51+2.1% | Added |
| Keystone Financial Group | 2,546 | $233.0K | 0.04% | +2,546 | New |
| Humankind Investments LLC | 2,539 | $233.0K | 0.11% | +2,539 | New |
| Raab & Moskowitz Asset Management LLC | 2,575 | $236.0K | 0.09% | −200−7.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,600 | $238.0K | 0.05% | +2,600 | New |
| Tatro Capital, LLC | 2,604 | $239.0K | 0.16% | −2,335−47.3% | Reduced |
| Powell Investment Advisors, LLC | 2,601 | $239.0K | 0.15% | +10+0.4% | Added |
| First Foundation Advisors | 2,604 | $239.0K | 0.01% | +2,604 | New |
| Continuum Advisory, LLC | 2,628 | $241.0K | 0.07% | −157−5.6% | Reduced |
| Proequities, Inc. | 2,631 | $241.0K | 0.02% | −124−4.5% | Reduced |
| Allworth Financial LP | 2,628 | $241.0K | 0.00% | +4+0.2% | Added |
| Eukles Asset Management | 2,638 | $242.0K | 0.13% | −4,026−60.4% | Reduced |
| Hemington Wealth Management | 2,639 | $242.0K | 0.10% | −43−1.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,660 | $244.0K | 0.08% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,676 | $245.0K | 0.06% | +267+11.1% | Added |
| Wagner Wealth Management, LLC | 2,673 | $245.0K | 0.18% | +388+17.0% | Added |
| Covington Capital Management | 2,668 | $245.0K | 0.01% | +454+20.5% | Added |
| 55I, LLC | 2,677 | $245.0K | 0.01% | +2,677 | New |
| Weatherly Asset Management L. P. | 2,684 | $246.0K | 0.03% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,702 | $248.0K | 0.17% | −1,776−39.7% | Reduced |
| Reik & Co., LLC | 2,703 | $248.0K | 0.06% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,704 | $248.0K | 0.01% | +2,704 | New |
| Coastal Investment Advisors, Inc. | 2,700 | $248.0K | 0.06% | +2,700 | New |
| Atlas Capital Advisors LLC | 2,714 | $248.8K | 0.04% | +21+0.8% | Added |
| Argent Advisors, Inc. | 2,715 | $249.0K | 0.15% | −135−4.7% | Reduced |
| Broadleaf Partners, LLC | 2,719 | $249.0K | 0.09% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,725 | $250.0K | 0.16% | −99−3.5% | Reduced |
| Doheny Asset Management | 2,726 | $250.0K | 0.16% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 2,724 | $250.0K | 0.02% | +37+1.4% | Added |
| Wedge Capital Management L L P | 2,735 | $251.0K | 0.00% | −571−17.3% | Reduced |
| Hyman Charles D | 2,737 | $251.0K | 0.02% | −282−9.3% | Reduced |
| Annapolis Financial Services, LLC | 2,745 | $252.0K | 0.08% | −1,842−40.2% | Reduced |
| Capital International Sarl | 2,748 | $252.0K | 0.02% | −294−9.7% | Reduced |
| Cornerstone Wealth Management, LLC | 2,753 | $252.0K | 0.03% | +73+2.7% | Added |
| Planned Solutions, Inc. | 2,757 | $253.0K | 0.18% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 3,270 | $254.0K | 0.12% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,774 | $254.0K | 0.04% | +2,774 | New |
| Wolff Wiese Magana LLC | 2,776 | $255.0K | 0.18% | +36+1.3% | Added |
| Gradient Investments LLC | 2,782 | $255.0K | 0.01% | +160+6.1% | Added |
| American State Bank (Iowa) | 2,808 | $257.5K | 0.20% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 2,810 | $258.0K | 0.05% | +2,810 | New |
| Bank Ozk | 2,829 | $259.0K | 0.11% | 00.0% | Unchanged |
| RMR Wealth Builders | 2,823 | $259.0K | 0.08% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,838 | $260.0K | 0.07% | +1,207+74.0% | Added |
| Ameritas Investment Company, LLC | 568 | $261.0K | 0.01% | −7,110−92.6% | Reduced |
| Bremer Bank National Association | 2,849 | $261.0K | 0.06% | −282−9.0% | Reduced |
| Harvest Investment Services, LLC | 2,853 | $261.0K | 0.11% | −104−3.5% | Reduced |
| Glen Eagle Advisors, LLC | 2,862 | $262.4K | 0.08% | +2,645+1,218.9% | Added |
| Formidable Asset Management, LLC | 2,881 | $263.0K | 0.06% | −400−12.2% | Reduced |
| Leisure Capital Management | 2,871 | $263.0K | 0.15% | 00.0% | Unchanged |
| Bel Air Investment Advisors LLC | 2,892 | $265.0K | 0.01% | −6,625−69.6% | Reduced |
| Wimmer Associates 1, LLC | 2,892 | $265.0K | 0.16% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 2,894 | $265.0K | 0.17% | 00.0% | Unchanged |
| Simmons Bank | 2,903 | $266.0K | 0.02% | +2,903 | New |
| Arete Wealth Advisors, LLC | 3,595 | $267.0K | 0.04% | −1,091−23.3% | Reduced |
| Zions Bancorporation, N.A. | 2,920 | $268.0K | 0.03% | −537−15.5% | Reduced |
| PNC Managed Account Solutions, Inc. | 2,927 | $268.0K | 0.05% | +2,927 | New |
| Credential Qtrade Securities Inc. | 2,932 | $268.8K | 0.02% | −84−2.8% | Reduced |