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 |
|---|---|---|---|---|---|
| Knights of Columbus Asset Advisors LLC | 5,448 | $500.0K | 0.05% | −4,241−43.8% | Reduced |
| Maltin Wealth Management, Inc. | 5,478 | $502.0K | 0.31% | −281−4.9% | Reduced |
| Capital CS Group, LLC | 5,470 | $502.0K | 0.41% | +5,470 | New |
| Nicholas Hoffman & Company, LLC. | 5,485 | $503.0K | 0.09% | 00.0% | Unchanged |
| IFG Advisors, LLC | 5,483 | $503.0K | 0.24% | +500+10.0% | Added |
| Kingsview Wealth Management, LLC | 5,476 | $504.0K | 0.02% | +552+11.2% | Added |
| IFP Advisors, Inc | 5,461 | $504.0K | 0.01% | +1,585+40.9% | Added |
| Regal Investment Advisors LLC | 5,506 | $505.0K | 0.05% | +5,506 | New |
| Private Portfolio Partners LLC | 5,508 | $505.1K | 0.15% | −90−1.6% | Reduced |
| Peoples Bank | 5,545 | $508.0K | 0.27% | −43−0.8% | Reduced |
| LS Investment Advisors, LLC | 5,550 | $509.0K | 0.06% | −35,675−86.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,580 | $512.0K | 0.03% | −1,647−22.8% | Reduced |
| Financial Advisors, LLC | 5,590 | $513.0K | 0.18% | +550+10.9% | Added |
| Buckley Wealth Management, LLC | 5,606 | $514.0K | 0.18% | +1,131+25.3% | Added |
| Bell Bank | 5,618 | $515.0K | 0.07% | −44−0.8% | Reduced |
| Curbstone Financial Management Corp | 5,612 | $515.0K | 0.10% | 00.0% | Unchanged |
| ACG Wealth | 5,624 | $516.0K | 0.07% | +8+0.1% | Added |
| Insight 2811, Inc. | 5,634 | $517.0K | 0.29% | −307−5.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,648 | $518.0K | 0.05% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 5,688 | $522.0K | 0.23% | −3,045−34.9% | Reduced |
| StoneX Group Inc. | 5,771 | $529.0K | 0.08% | +1,392+31.8% | Added |
| Warther Private Wealth, LLC | 5,778 | $532.0K | 0.52% | +5,778 | New |
| Thomas White International Ltd | 5,820 | $534.0K | 0.07% | −3,400−36.9% | Reduced |
| Western Wealth Management, LLC | 5,816 | $534.0K | 0.05% | +819+16.4% | Added |
| Ridgewood Investments LLC | 5,833 | $535.0K | 0.34% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,850 | $536.0K | 0.17% | −950−14.0% | Reduced |
| Voya Financial Advisors, Inc. | 5,924 | $537.0K | 0.07% | −22,148−78.9% | Reduced |
| Mastrapasqua Asset Management Inc | 5,900 | $541.0K | 0.06% | −370−5.9% | Reduced |
| Bank of Nova Scotia Trust Co | 5,944 | $545.0K | 0.05% | +4+0.1% | Added |
| Davenport & Co LLC | 5,960 | $547.0K | 0.00% | +162+2.8% | Added |
| Eqis Capital Management, Inc. | 5,987 | $549.0K | 0.04% | +815+15.8% | Added |
| O'Neil Global Advisors, Inc. | 6,000 | $550.0K | 0.17% | −1,600−21.1% | Reduced |
| Platte River Wealth Advisors, LLC | 6,005 | $551.0K | 0.21% | +2,180+57.0% | Added |
| Highland Private Wealth Management | 6,024 | $552.0K | 0.08% | −25−0.4% | Reduced |
| Evermay Wealth Management LLC | 6,040 | $554.0K | 0.10% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 6,045 | $554.0K | 0.05% | +1,700+39.1% | Added |
| Salem Investment Counselors Inc | 6,076 | $557.0K | 0.03% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 6,154 | $564.0K | 0.02% | +1,807+41.6% | Added |
| Gryphon Financial Partners LLC | 10,223 | $566.0K | 0.13% | +463+4.7% | Added |
| J.W. Cole Advisors, Inc. | 6,225 | $571.0K | 0.04% | −964−13.4% | Reduced |
| Chicago Wealth Management, Inc. | 6,243 | $572.0K | 0.41% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 6,242 | $572.0K | 0.09% | +1,387+28.6% | Added |
| Personal Cfo Solutions, LLC | 6,309 | $578.0K | 0.12% | −188−2.9% | Reduced |
| Parkside Financial Bank & Trust | 6,324 | $580.0K | 0.17% | −254−3.9% | Reduced |
| Busey Wealth Management | 6,360 | $583.0K | 0.03% | −1,198−15.9% | Reduced |
| Stratos Wealth Advisors, LLC | 6,353 | $583.0K | 0.05% | −74−1.2% | Reduced |
| Sippican Capital Advisors | 6,366 | $584.0K | 0.51% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 6,385 | $585.0K | 0.04% | −225−3.4% | Reduced |
| Mutual Advisors, LLC | 6,379 | $585.0K | 0.03% | +368+6.1% | Added |
| Exane Derivatives | 6,280 | $585.4K | 0.14% | +153+2.5% | Added |
| EP Wealth Advisors, LLC | 6,387 | $586.0K | 0.02% | −103−1.6% | Reduced |
| Davidson Investment Advisors | 6,419 | $589.0K | 0.05% | −565−8.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,425 | $589.0K | 0.06% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6,426 | $589.0K | 0.09% | +3,752+140.3% | Added |
| Truadvice, LLC | 6,141 | $592.0K | 0.13% | −146−2.3% | Reduced |
| Kore Private Wealth LLC | 6,460 | $592.0K | 0.07% | +900+16.2% | Added |
| Lee Danner & Bass Inc | 6,475 | $594.0K | 0.05% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 6,493 | $595.0K | 0.01% | +20.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,507 | $597.0K | 0.11% | −613−8.6% | Reduced |
| Community Bank of Raymore | 6,540 | $600.0K | 0.19% | 00.0% | Unchanged |
| Skba Capital Management LLC | 6,550 | $601.0K | 0.12% | −1,150−14.9% | Reduced |
| Duncker Streett & Co Inc | 6,573 | $603.0K | 0.11% | +20.0% | Added |
| Harbor Advisors LLC | 6,608 | $606.0K | 0.12% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 6,605 | $606.0K | 0.13% | +6+0.1% | Added |
| Orion Portfolio Solutions, LLC | 6,621 | $607.0K | 0.02% | +206+3.2% | Added |
| Aspire Private Capital, LLC | 6,649 | $610.0K | 0.20% | +1,784+36.7% | Added |
| King Luther Capital Management Corp | 6,659 | $611.0K | 0.00% | +6,659 | New |
| Wealth Alliance | 6,686 | $613.0K | 0.14% | −726−9.8% | Reduced |
| Community Bank, N.A. | 6,697 | $614.0K | 0.07% | +100+1.5% | Added |
| Bartlett & Co. Wealth Management LLC | 6,702 | $614.5K | 0.01% | −100−1.5% | Reduced |
| Rehmann Capital Advisory Group | 6,686 | $614.9K | 0.06% | −145−2.1% | Reduced |
| Bartlett & Co. LLC | 6,702 | $615.0K | 0.01% | −100−1.5% | Reduced |
| Canton Hathaway, LLC | 6,725 | $617.0K | 0.18% | 00.0% | Unchanged |
| Quilter Plc | 6,748 | $618.0K | 0.02% | +10+0.1% | Added |
| Private Capital Group, LLC | 6,734 | $618.0K | 0.14% | +507+8.1% | Added |
| Visionary Wealth Advisors | 6,779 | $622.0K | 0.06% | +241+3.7% | Added |
| First National Bank of Hutchinson | 6,787 | $622.0K | 0.32% | +270+4.1% | Added |
| Worldquant Millennium Advisors LLC | 6,830 | $626.0K | 0.01% | −21,120−75.6% | Reduced |
| Interchange Capital Partners, LLC | 6,891 | $631.0K | 0.98% | −6,931−50.1% | Reduced |
| American Portfolios Advisors | 6,949 | $637.1K | 0.02% | +2,050+41.8% | Added |
| Wharton Business Group, LLC | 6,959 | $638.0K | 0.05% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 6,983 | $640.0K | 0.09% | +200+2.9% | Added |
| Brown Capital Management LLC | 7,015 | $643.0K | 0.00% | −173−2.4% | Reduced |
| F&V Capital Management, LLC | 7,064 | $648.0K | 0.24% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,089 | $650.0K | 0.01% | +318+4.7% | Added |
| Salzhauer Michael | 7,140 | $654.0K | 0.32% | 00.0% | Unchanged |
| Qtron Investments LLC | 7,156 | $656.0K | 0.17% | −7,646−51.7% | Reduced |
| Tuttle Tactical Management | 7,182 | $659.0K | 0.29% | −1,415−16.5% | Reduced |
| Bahl & Gaynor Inc | 7,182 | $659.0K | 0.00% | +375+5.5% | Added |
| Lokken Investment Group LLC | 7,234 | $663.0K | 0.54% | +409+6.0% | Added |
| Welch & Forbes LLC | 7,233 | $663.0K | 0.01% | +1,177+19.4% | Added |
| Wintrust Investments LLC | 7,293 | $669.0K | 0.07% | +2,982+69.2% | Added |
| Gofen & Glossberg LLC | 7,358 | $675.0K | 0.02% | +530+7.8% | Added |
| Good Life Advisors, LLC | 7,383 | $677.0K | 0.13% | −346−4.5% | Reduced |
| Magnus Financial Group LLC | 7,398 | $678.0K | 0.15% | −313−4.1% | Reduced |
| Asset Management Corp | 7,398 | $678.0K | 0.44% | −294−3.8% | Reduced |
| Tributary Capital Management, LLC | 7,400 | $679.0K | 0.05% | −200−2.6% | Reduced |
| TriaGen Wealth Management LLC | 7,193 | $690.0K | 0.36% | −2,453−25.4% | Reduced |
| Private Trust Co NA | 7,533 | $691.0K | 0.10% | −5−0.1% | Reduced |
| Childress Capital Advisors, LLC | 7,548 | $692.0K | 0.31% | −2,051−21.4% | Reduced |