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 |
|---|---|---|---|---|---|
| Hall Capital Management Co Inc | 2,939 | $269.0K | 0.17% | +2,939 | New |
| Norway Savings Bank | 2,957 | $271.0K | 0.13% | −75−2.5% | Reduced |
| Valmark Advisers, Inc. | 2,957 | $271.0K | 0.00% | +2,957 | New |
| Enterprise Financial Services Corp | 2,961 | $272.0K | 0.04% | −156−5.0% | Reduced |
| Ssi Investment Management LLC | 2,966 | $273.0K | 0.02% | +5+0.2% | Added |
| Pinnacle Bancorp, Inc. | 2,977 | $273.0K | 0.12% | +2,680+902.4% | Added |
| DT Investment Partners, LLC | 2,996 | $275.0K | 0.04% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 3,000 | $275.0K | 0.23% | 00.0% | Unchanged |
| Spirit of America Management Corp | 3,000 | $275.0K | 0.06% | +3,000 | New |
| Paloma Partners Management Co | 3,023 | $277.0K | 0.01% | −226,753−98.7% | Reduced |
| Janney Capital Management LLC | 3,023 | $277.0K | 0.02% | 00.0% | Unchanged |
| Rock Creek Group, LP | 3,022 | $277.0K | 0.04% | +686+29.4% | Added |
| Mizuho Markets Cayman LP | 3,037 | $278.0K | 0.05% | +126+4.3% | Added |
| Whittier Trust Co of Nevada Inc | 3,043 | $279.0K | 0.01% | +262+9.4% | Added |
| Anchor Investment Management, LLC | 3,043 | $279.0K | 0.04% | +500+19.7% | Added |
| Berkeley Capital Partners, LLC | 3,056 | $280.0K | 0.12% | −67−2.1% | Reduced |
| Private Asset Management Inc | 3,082 | $283.0K | 0.04% | 00.0% | Unchanged |
| Round Table Services, LLC | 3,100 | $284.0K | 0.06% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 3,100 | $284.0K | 0.16% | +3,100 | New |
| Wellington Shields Capital Management, LLC | 3,107 | $285.0K | 0.03% | +200+6.9% | Added |
| Red Door Wealth Management, LLC | 3,119 | $285.0K | 0.11% | +3,119 | New |
| Golden Green, Inc. | 3,118 | $286.0K | 0.22% | −197−5.9% | Reduced |
| Chicago Trust Co NA | 3,135 | $287.0K | 0.07% | −451−12.6% | Reduced |
| Johnson Investment Counsel Inc | 3,135 | $287.0K | 0.00% | −32−1.0% | Reduced |
| Hudock, Inc. | 3,130 | $287.0K | 0.09% | +274+9.6% | Added |
| Hamilton Capital, LLC | 3,144 | $288.0K | 0.03% | +15+0.5% | Added |
| JGP Wealth Management, LLC | 3,157 | $289.0K | 0.06% | −38,806−92.5% | Reduced |
| Integrated Investment Consultants, LLC | 3,163 | $290.0K | 0.08% | +103+3.4% | Added |
| JT Stratford LLC | 3,182 | $292.0K | 0.09% | −66−2.0% | Reduced |
| Curated Wealth Partners LLC | 3,198 | $293.0K | 0.16% | −497−13.5% | Reduced |
| Harvest Fund Management Co., Ltd | 3,186 | $293.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,198 | $293.0K | 0.00% | +1,486+86.8% | Added |
| Associated Banc-Corp | 3,201 | $293.0K | 0.01% | +3,201 | New |
| Financial Engines Advisors L.L.C. | 3,203 | $294.0K | 0.00% | −345−9.7% | Reduced |
| NBT Bank N A | 3,203 | $294.0K | 0.04% | +12+0.4% | Added |
| Sunbelt Securities, Inc. | 3,255 | $297.0K | 0.05% | +501+18.2% | Added |
| Boyd Watterson Asset Management LLC | 3,254 | $298.0K | 0.12% | +60+1.9% | Added |
| Emfo, LLC | 3,250 | $298.0K | 0.26% | +3,250 | New |
| Halbert Hargrove Global Advisors, LLC | 3,277 | $300.0K | 0.02% | −18−0.5% | Reduced |
| Wilkinson Global Asset Management LLC | 3,270 | $300.0K | 0.02% | +3,270 | New |
| Boenning & Scattergood, Inc. | 3,282 | $301.0K | 0.05% | +201+6.5% | Added |
| Mid Atlantic Financial Management Inc | 3,304 | $303.0K | 0.02% | −431−11.5% | Reduced |
| Twin Focus Capital Partners, LLC | 3,302 | $303.0K | 0.07% | +10.0% | Added |
| Bragg Financial Advisors, Inc | 3,329 | $305.0K | 0.02% | +544+19.5% | Added |
| Choate Investment Advisors | 3,335 | $306.0K | 0.02% | +464+16.2% | Added |
| Sterling Manor Financial, LLC | 3,351 | $307.0K | 0.25% | +3,351 | New |
| Cedar Brook Financial Partners, LLC | 3,379 | $310.0K | 0.09% | +410+13.8% | Added |
| Fukoku Mutual Life Insurance Co | 3,400 | $312.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,412 | $313.0K | 0.02% | −863−20.2% | Reduced |
| Wealthspire Advisors, LLC | 3,434 | $315.0K | 0.01% | −30,418−89.9% | Reduced |
| Heritage Wealth Advisors | 3,500 | $320.9K | 0.02% | −497−12.4% | Reduced |
| Red Cedar Capital, LLC | 3,500 | $321.0K | 0.20% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,521 | $322.0K | 0.03% | −4,824−57.8% | Reduced |
| SOL Capital Management CO | 3,520 | $323.0K | 0.06% | −136−3.7% | Reduced |
| Pflug Koory, LLC | 3,560 | $326.0K | 0.17% | 00.0% | Unchanged |
| Graypoint LLC | 3,560 | $326.0K | 0.04% | +236+7.1% | Added |
| MCF Advisors LLC | 3,563 | $327.0K | 0.03% | +182+5.4% | Added |
| Berger Financial Group, Inc | 3,592 | $328.0K | 0.06% | +189+5.6% | Added |
| Marathon Capital Management | 3,594 | $329.0K | 0.08% | −84−2.3% | Reduced |
| Meitav Dash Investments Ltd | 3,620 | $329.0K | 0.01% | +270+8.1% | Added |
| Beirne Wealth Consulting Services, LLC | 3,600 | $331.0K | 0.18% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,621 | $332.0K | 0.17% | 00.0% | Unchanged |
| Pineno Levin & Ford Asset Management, Inc. | 3,630 | $333.0K | 0.11% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 3,671 | $336.0K | 0.01% | −3,042−45.3% | Reduced |
| Pinnacle Family Advisors, LLC | 3,661 | $336.0K | 0.15% | +286+8.5% | Added |
| Stelac Advisory Services LLC | 3,670 | $337.0K | 0.08% | +3,670 | New |
| HYA Advisors, Inc | 3,699 | $339.0K | 0.14% | +8+0.2% | Added |
| NewEdge Wealth, LLC | 3,697 | $339.0K | 0.03% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 3,700 | $339.0K | 0.00% | +3,700 | New |
| Berkshire Bank | 3,715 | $340.0K | 0.08% | +40+1.1% | Added |
| Buffington Mohr McNeal | 3,750 | $344.0K | 0.07% | −400−9.6% | Reduced |
| Cohen & Steers, Inc. | 3,767 | $345.0K | 0.00% | −861−18.6% | Reduced |
| Overbrook Management Corp | 3,764 | $345.0K | 0.07% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 3,793 | $347.0K | 0.19% | −162−4.1% | Reduced |
| First Midwest Bank Trust Division | 3,801 | $348.0K | 0.05% | −330−8.0% | Reduced |
| Cozad Asset Management Inc | 3,800 | $348.0K | 0.05% | +527+16.1% | Added |
| Laurel Wealth Advisors, Inc. | 3,805 | $348.0K | 0.05% | +619+19.4% | Added |
| Essex Financial Services, Inc. | 4,498 | $349.0K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,805 | $349.0K | 0.09% | +103+2.8% | Added |
| Grandfield & Dodd, LLC | 3,784 | $350.0K | 0.02% | −100−2.6% | Reduced |
| NorthRock Partners, LLC | 3,814 | $350.0K | 0.03% | +912+31.4% | Added |
| Redhawk Wealth Advisors, Inc. | 3,823 | $351.0K | 0.08% | +85+2.3% | Added |
| Waterfront Wealth Inc. | 3,843 | $352.0K | 0.17% | +39+1.0% | Added |
| CPWM, LLC | 3,853 | $353.0K | 0.03% | +415+12.1% | Added |
| Game Creek Capital, LP | 3,875 | $355.0K | 0.19% | −2,745−41.5% | Reduced |
| Kovack Advisors, Inc. | 3,867 | $355.0K | 0.04% | −844−17.9% | Reduced |
| CNB Bank | 3,876 | $355.0K | 0.22% | +76+2.0% | Added |
| Centric Wealth Management | 3,876 | $355.0K | 0.12% | +1,011+35.3% | Added |
| Altus Wealth Group LLC | 3,900 | $357.0K | 0.35% | −28−0.7% | Reduced |
| Evergreen Capital Management LLC | 3,930 | $360.0K | 0.02% | +627+19.0% | Added |
| Calton & Associates, Inc. | 3,934 | $361.0K | 0.07% | −102−2.5% | Reduced |
| Davis R M Inc | 3,971 | $364.0K | 0.01% | −28−0.7% | Reduced |
| DRW Securities, LLC | 3,967 | $364.0K | 0.05% | +3,967 | New |
| Advisor Resource Council | 3,976 | $364.0K | 0.04% | +3,976 | New |
| Strategic Wealth Management Group, LLC | 3,985 | $365.0K | 0.13% | −696−14.9% | Reduced |
| Apollon Wealth Management, LLC | 3,992 | $366.0K | 0.07% | −443−10.0% | Reduced |
| GHP Investment Advisors, Inc. | 4,006 | $367.0K | 0.03% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 4,000 | $367.0K | 0.12% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 4,000 | $367.0K | 0.04% | +4,000 | New |
| Canvas Wealth Advisors, LLC | 4,018 | $368.0K | 0.17% | +663+19.8% | Added |