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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| Destination Wealth Management | 4,029 | $369.0K | 0.01% | −200−4.7% | Reduced |
| Westshore Wealth, LLC | 4,028 | $369.0K | 0.19% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 4,022 | $369.0K | 0.32% | +4,022 | New |
| Adirondack Trust Co | 4,038 | $370.0K | 0.19% | +500+14.1% | Added |
| Kistler-Tiffany Companies, LLC | 4,046 | $371.0K | 0.09% | +515+14.6% | Added |
| Carlson Capital Management | 4,056 | $372.0K | 0.05% | 00.0% | Unchanged |
| Invst, LLC | 4,079 | $372.0K | 0.06% | +949+30.3% | Added |
| Sage Mountain Advisors LLC | 4,054 | $372.0K | 0.06% | +4,054 | New |
| Hoylecohen, LLC | 4,066 | $373.0K | 0.04% | +20.0% | Added |
| Psagot Investment House Ltd. | 4,094 | $375.0K | 0.01% | −450−9.9% | Reduced |
| ProVise Management Group, LLC | 4,089 | $375.0K | 0.04% | −82−2.0% | Reduced |
| Perpetual Investment Management Ltd | 4,100 | $376.0K | 0.05% | −1,400−25.5% | Reduced |
| Curi Capital | 4,109 | $376.0K | 0.19% | +3+0.1% | Added |
| First Financial Bank - Trust Division | 4,126 | $378.0K | 0.04% | −1,341−24.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 4,122 | $378.0K | 0.07% | +21+0.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,132 | $379.0K | 0.09% | −10.0% | Reduced |
| Main Street Financial Solutions, LLC | 4,152 | $381.0K | 0.06% | −99−2.3% | Reduced |
| Fortem Financial Group, LLC | 4,157 | $381.0K | 0.19% | +1,540+58.8% | Added |
| Independent Solutions Wealth Management, LLC | 4,169 | $382.3K | 0.09% | +1,005+31.8% | Added |
| Reliant Investment Management, LLC | 4,195 | $385.0K | 0.18% | +1,080+34.7% | Added |
| Independent Financial Group, LLC | 4,217 | $386.7K | 0.04% | +1,460+53.0% | Added |
| Allred Capital Management, LLC | 4,240 | $388.0K | 0.19% | −37−0.9% | Reduced |
| Icon Wealth Partners, LLC | 4,257 | $390.0K | 0.04% | −701−14.1% | Reduced |
| Meristem Family Wealth, LLC | 4,278 | $392.0K | 0.06% | +735+20.7% | Added |
| Weld Capital Management LLC | 4,281 | $393.0K | 0.40% | −9,604−69.2% | Reduced |
| HBK Sorce Advisory LLC | 4,290 | $393.0K | 0.02% | +1,085+33.9% | Added |
| Precision Wealth Strategies, LLC | 4,287 | $393.0K | 0.34% | +4,287 | New |
| Sunflower Bank, N.A. | 4,294 | $394.0K | 0.06% | +102+2.4% | Added |
| State of Wyoming | 4,291 | $394.0K | 0.25% | +433+11.2% | Added |
| Wealthsource Partners, LLC | 4,312 | $395.0K | 0.04% | −389−8.3% | Reduced |
| CX Institutional | 4,311 | $395.0K | 0.03% | +336+8.5% | Added |
| Alliance Wealth Advisors, LLC | 4,335 | $397.0K | 0.36% | 00.0% | Unchanged |
| Michael B. Yongue | 4,343 | $398.0K | 0.29% | 00.0% | Unchanged |
| Tower Bridge Advisors | 4,342 | $398.1K | 0.03% | +40+0.9% | Added |
| Eads & Heald Wealth Management | 4,366 | $400.0K | 0.20% | −10−0.2% | Reduced |
| Aj Wealth Strategies, LLC | 4,400 | $403.0K | 0.02% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,416 | $405.0K | 0.10% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 4,414 | $405.0K | 0.02% | +1,132+34.5% | Added |
| AlphaCentric Advisors LLC | 4,413 | $405.0K | 0.11% | +2,203+99.7% | Added |
| Ipswich Investment Management Co., Inc. | 4,432 | $406.0K | 0.10% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,474 | $410.0K | 0.04% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 4,499 | $413.0K | 0.79% | −3,760−45.5% | Reduced |
| Pinnacle Financial Partners Inc | 4,537 | $416.0K | 0.02% | +168+3.8% | Added |
| Pinnacle Wealth Advisors | 4,537 | $416.0K | 0.02% | +4,537 | New |
| Mount Yale Investment Advisors, LLC | 4,564 | $418.0K | 0.05% | −2,141−31.9% | Reduced |
| First Citizens Financial Corp | 4,577 | $420.0K | 0.32% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,578 | $420.0K | 0.01% | +338+8.0% | Added |
| Park National Corp | 4,601 | $422.0K | 0.02% | −412−8.2% | Reduced |
| Marcum Wealth, LLC | 4,605 | $422.0K | 0.07% | −133−2.8% | Reduced |
| Pacitti Group Inc. | 4,612 | $422.0K | 0.25% | +289+6.7% | Added |
| Executive Wealth Group LLC | 4,613 | $422.9K | 0.25% | +19+0.4% | Added |
| BLB&B Advisors, LLC | 4,623 | $424.0K | 0.03% | −35−0.8% | Reduced |
| Miracle Mile Advisors, LLC | 4,644 | $426.0K | 0.02% | −6−0.1% | Reduced |
| West Family Investments, Inc. | 4,736 | $434.0K | 0.12% | +4,736 | New |
| Mather Group, LLC. | 4,744 | $435.0K | 0.01% | +259+5.8% | Added |
| Engine No. 1 LLC | 4,747 | $435.0K | 0.12% | +4,747 | New |
| Chelsea Counsel Co | 4,776 | $438.0K | 0.20% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 4,778 | $438.0K | 0.10% | +644+15.6% | Added |
| Rothschild Investment Corp | 4,802 | $440.0K | 0.04% | +393+8.9% | Added |
| Perritt Capital Management Inc | 4,835 | $443.0K | 0.23% | −440−8.3% | Reduced |
| X-Square Capital, LLC | 4,845 | $444.0K | 0.21% | +4,845 | New |
| North Star Investment Management Corp. | 4,865 | $446.0K | 0.04% | +235+5.1% | Added |
| Ellevest, Inc. | 4,867 | $446.0K | 0.04% | +871+21.8% | Added |
| Ausdal Financial Partners, Inc. | 4,881 | $448.0K | 0.07% | −223−4.4% | Reduced |
| Seeyond | 4,892 | $448.0K | 0.04% | +21+0.4% | Added |
| HM Payson & Co | 4,894 | $449.0K | 0.01% | −51−1.0% | Reduced |
| Geller Advisors LLC | 4,903 | $450.0K | 0.10% | −14−0.3% | Reduced |
| NEXT Financial Group, Inc | 4,912 | $450.0K | 0.04% | +538+12.3% | Added |
| Concord Wealth Partners | 4,931 | $452.0K | 0.13% | +923+23.0% | Added |
| 180 Wealth Advisors, LLC | 4,445 | $454.0K | 0.10% | −457−9.3% | Reduced |
| Clear Harbor Asset Management, LLC | 4,956 | $454.0K | 0.06% | +241+5.1% | Added |
| Trustmark National Bank Trust Department | 4,951 | $454.0K | 0.04% | +1,161+30.6% | Added |
| Great Lakes Advisors, LLC | 4,960 | $455.0K | 0.01% | −646−11.5% | Reduced |
| Alpha Cubed Investments, LLC | 5,000 | $458.0K | 0.03% | +115+2.4% | Added |
| Personal Capital Advisors Corp | 5,010 | $459.0K | 0.00% | +254+5.3% | Added |
| Vivaldi Capital Management, LLC | 4,425 | $460.0K | 0.09% | −301−6.4% | Reduced |
| Camden Capital, LLC | 5,021 | $460.0K | 0.11% | +1,512+43.1% | Added |
| Ledyard National Bank | 5,029 | $461.0K | 0.05% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 5,058 | $464.0K | 0.02% | +150+3.1% | Added |
| Belpointe Asset Management LLC | 5,056 | $465.0K | 0.03% | −167−3.2% | Reduced |
| Strategic Financial Services, Inc, | 5,082 | $466.0K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5,110 | $469.0K | 0.02% | −4,970−49.3% | Reduced |
| Sawtooth Solutions, LLC | 5,116 | $469.0K | 0.09% | +1,205+30.8% | Added |
| Jackson Square Capital, LLC | 5,151 | $472.0K | 0.15% | +412+8.7% | Added |
| Exencial Wealth Advisors, LLC | 5,158 | $473.0K | 0.03% | +1,166+29.2% | Added |
| Wolverine Asset Management LLC | 5,177 | $474.0K | 0.00% | −1,423−21.6% | Reduced |
| Foundations Investment Advisors, LLC | 5,250 | $474.0K | 0.02% | +2,040+63.6% | Added |
| Cambridge Trust Co | 5,187 | $476.0K | 0.02% | −14−0.3% | Reduced |
| Donald L. Hagan, LLC | 5,211 | $478.0K | 0.28% | −3,335−39.0% | Reduced |
| Frisch Financial Group, Inc. | 5,222 | $479.0K | 0.15% | −355−6.4% | Reduced |
| Little House Capital LLC | 5,227 | $479.0K | 0.26% | +5,227 | New |
| Stock Yards Bank & Trust Co | 5,296 | $485.0K | 0.03% | 00.0% | Unchanged |
| Rossmore Private Capital | 5,315 | $487.0K | 0.08% | +500+10.4% | Added |
| LVZ Advisors, Inc. | 5,321 | $488.0K | 0.07% | +5,321 | New |
| Colony Group LLC | 5,335 | $489.0K | 0.01% | −63−1.2% | Reduced |
| Crawford Investment Counsel Inc | 5,339 | $490.0K | 0.01% | +500+10.3% | Added |
| Waldron Private Wealth LLC | 5,357 | $491.0K | 0.03% | −36−0.7% | Reduced |
| Eastern Bank | 5,351 | $492.0K | 0.02% | −231−4.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 5,407 | $496.0K | 0.38% | −414−7.1% | Reduced |
| Great Valley Advisor Group, Inc. | 5,874 | $499.0K | 0.04% | +344+6.2% | Added |