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 |
|---|---|---|---|---|---|
| LMR Partners LLP | 7,544 | $692.0K | 0.01% | +586+8.4% | Added |
| Somerville Kurt F | 7,647 | $701.0K | 0.10% | −606−7.3% | Reduced |
| Washburn Capital Management, Inc. | 7,720 | $708.0K | 0.47% | +660+9.3% | Added |
| West Oak Capital, LLC | 7,750 | $711.0K | 0.28% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 7,757 | $711.0K | 0.02% | +1,784+29.9% | Added |
| DCM Advisors, LLC | 7,752 | $711.0K | 0.40% | +7,752 | New |
| Meridian Investment Counsel Inc. | 7,796 | $715.0K | 0.25% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 7,809 | $716.0K | 0.10% | +846+12.1% | Added |
| Lido Advisors, LLC | 7,827 | $718.0K | 0.02% | −1,401−15.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,832 | $718.1K | 0.11% | −3,797−32.7% | Reduced |
| Cim Investment Mangement Inc | 7,858 | $721.0K | 0.22% | −42−0.5% | Reduced |
| TRUE Private Wealth Advisors | 7,884 | $722.0K | 0.11% | −559−6.6% | Reduced |
| Brookstone Capital Management | 7,744 | $722.0K | 0.01% | +7,744 | New |
| Renaissance Investment Group LLC | 7,890 | $724.0K | 0.19% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 7,892 | $724.0K | 0.06% | +1,385+21.3% | Added |
| Odey Holdings Ltd | 7,900 | $724.0K | 6.17% | +7,900 | New |
| Shufro Rose & Co LLC | 7,920 | $726.0K | 0.05% | −300−3.6% | Reduced |
| Keebeck Alpha, LP | 7,927 | $727.0K | 0.25% | −1,685−17.5% | Reduced |
| Fort Point Capital Partners LLC | 7,966 | $730.0K | 0.14% | 00.0% | Unchanged |
| Standard Family Office LLC | 8,009 | $734.0K | 0.15% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 8,060 | $739.0K | 0.17% | −40−0.5% | Reduced |
| Prio Wealth Limited Partnership | 8,147 | $747.0K | 0.03% | −520−6.0% | Reduced |
| Eudaimonia Partners, LLC | 8,175 | $750.0K | 0.14% | +3,006+58.2% | Added |
| Harbour Investments, Inc. | 8,195 | $751.0K | 0.02% | +1,017+14.2% | Added |
| Independent Investors Inc | 8,216 | $753.0K | 0.19% | 00.0% | Unchanged |
| E&G Advisors, LP | 0 | $770.0K | 0.21% | −8,501−100.0% | Reduced |
| Harbor Investment Advisory, LLC | 8,475 | $777.0K | 0.11% | +2,193+34.9% | Added |
| New Vernon Investment Management LLC | 8,550 | $784.0K | 1.43% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 8,566 | $785.0K | 0.71% | −1,747−16.9% | Reduced |
| Legacy Bridge, LLC | 8,594 | $788.0K | 0.45% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 8,616 | $790.0K | 0.51% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 8,767 | $804.0K | 0.01% | −269−3.0% | Reduced |
| Emerald Advisors, LLC | 8,770 | $804.0K | 0.25% | +2,073+31.0% | Added |
| Trexquant Investment LP | 8,816 | $808.0K | 0.07% | −69,235−88.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $809.0K | 0.09% | −4,000−31.2% | Reduced |
| J. W. Coons Advisors, LLC | 8,816 | $809.0K | 0.29% | −55−0.6% | Reduced |
| OPSEU Pension Plan Trust Fund | 8,935 | $818.0K | 0.21% | −13,679−60.5% | Reduced |
| Outlook Wealth Advisors, LLC | 8,933 | $819.0K | 0.26% | +626+7.5% | Added |
| Robotti Robert | 9,000 | $825.0K | 0.21% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 9,003 | $825.0K | 0.10% | +642+7.7% | Added |
| CMT Capital Markets Trading GmbH | 9,008 | $826.0K | 0.36% | −4,218−31.9% | Reduced |
| Strategy Asset Managers LLC | 9,044 | $829.0K | 0.18% | +327+3.8% | Added |
| Johnson Financial Group, Inc. | 9,064 | $831.0K | 0.05% | −160−1.7% | Reduced |
| Strategic Blueprint, LLC | 9,125 | $837.0K | 0.13% | +1,249+15.9% | Added |
| Nachman Norwood & Parrott, Inc | 9,180 | $842.0K | 0.09% | +39+0.4% | Added |
| Henshaw Capital LLC | 9,224 | $845.7K | 0.05% | +4,671+102.6% | Added |
| Bull Street Advisors, LLC | 9,229 | $846.0K | 0.45% | −150−1.6% | Reduced |
| Lake Street Advisors Group, LLC | 8,083 | $846.0K | 0.06% | +56+0.7% | Added |
| First Horizon Advisors, Inc. | 9,270 | $848.0K | 0.05% | −465−4.8% | Reduced |
| Stonnington Group, LLC | 9,700 | $850.0K | 0.19% | −300−3.0% | Reduced |
| Community Trust & Investment Co | 9,272 | $850.0K | 0.08% | +3,732+67.4% | Added |
| Ironwood Investment Counsel, LLC | 9,287 | $851.0K | 0.23% | +901+10.7% | Added |
| Corsair Capital Management, L.P. | 9,341 | $856.0K | 0.15% | −87−0.9% | Reduced |
| Laurion Capital Management LP | 9,390 | $861.0K | 0.01% | −413,267−97.8% | Reduced |
| Fort Washington Investment Advisors Inc | 9,398 | $861.0K | 0.01% | −725−7.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 9,416 | $863.0K | 0.14% | +627+7.1% | Added |
| Deseret Mutual Benefit Administrators | 9,418 | $864.0K | 0.21% | +9,418 | New |
| D. E. Shaw & Co., Inc. | 9,461 | $867.0K | 0.00% | −123,719−92.9% | Reduced |
| Bradley Foster & Sargent Inc | 9,459 | $867.0K | 0.02% | +50+0.5% | Added |
| Trust Co of Vermont | 9,470 | $868.0K | 0.06% | −154−1.6% | Reduced |
| IMA Wealth, Inc. | 9,567 | $877.0K | 0.20% | +585+6.5% | Added |
| Smithfield Trust Co | 9,590 | $879.0K | 0.06% | −94−1.0% | Reduced |
| Fulcrum Asset Management LLP | – | $879.0K | 0.37% | – | – |
| Financial Counselors Inc | 9,607 | $881.0K | 0.02% | −6−0.1% | Reduced |
| Brighton Jones LLC | 9,616 | $882.0K | 0.05% | +582+6.4% | Added |
| Trilogy Capital Inc. | 9,539 | $885.0K | 0.07% | +9,539 | New |
| Verdence Capital Advisors LLC | 9,711 | $890.0K | 0.12% | −5,075−34.3% | Reduced |
| Hobart Private Capital, LLC | 9,712 | $890.5K | 0.37% | −159−1.6% | Reduced |
| Leavell Investment Management, Inc. | 11,496 | $893.0K | 0.07% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 9,931 | $911.0K | 0.57% | +9,931 | New |
| Johnson Financial Group, LLC | 9,961 | $913.0K | 0.18% | +2,191+28.2% | Added |
| P.A.W. Capital Corp | 10,000 | $917.0K | 0.78% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 10,036 | $920.0K | 0.38% | 00.0% | Unchanged |
| Barings LLC | 10,071 | $923.0K | 0.02% | −21,009−67.6% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 10,121 | $928.0K | 0.14% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 10,138 | $930.0K | 0.05% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 10,143 | $930.0K | 0.82% | +10,143 | New |
| Quantitative Systematic Strategies LLC | 10,190 | $934.0K | 0.33% | −4,502−30.6% | Reduced |
| Bourgeon Capital Management LLC | 10,200 | $935.0K | 0.20% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 10,335 | $948.0K | 0.06% | +114+1.1% | Added |
| Columbia Trust Co 01012016 | 10,341 | $949.0K | 0.54% | +1,544+17.6% | Added |
| MAI Capital Management | 10,360 | $950.0K | 0.02% | +1,241+13.6% | Added |
| Hilltop Holdings Inc. | 10,381 | $952.0K | 0.11% | +2,813+37.2% | Added |
| Capula Management Ltd | 10,549 | $960.0K | 0.17% | +10,549 | New |
| Brown Brothers Harriman & Co | 10,634 | $975.0K | 0.01% | +166+1.6% | Added |
| Cetera Advisors LLC | 10,719 | $980.0K | 0.02% | −137−1.3% | Reduced |
| Horizon Investments, LLC | 10,813 | $984.0K | 0.03% | −35,059−76.4% | Reduced |
| Blueshift Asset Management, LLC | 10,770 | $988.0K | 0.05% | −65,078−85.8% | Reduced |
| Hoey Investments, Inc | 10,787 | $989.0K | 0.30% | −9,412−46.6% | Reduced |
| Muhlenkamp & Co Inc | 10,805 | $991.0K | 0.36% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,819 | $992.0K | 0.01% | −1,932−15.2% | Reduced |
| United Services Automobile Association | 10,835 | $993.0K | 0.02% | −5,818−34.9% | Reduced |
| Venturi Wealth Management, LLC | 10,834 | $993.0K | 0.09% | −609−5.3% | Reduced |
| Strategic Investment Advisors | 10,945 | $1.00M | 0.23% | +4,308+64.9% | Added |
| Claraphi Advisory Network, LLC | 10,996 | $1.01M | 0.30% | +142+1.3% | Added |
| Parsec Financial Management, Inc. | 10,991 | $1.01M | 0.05% | +1,207+12.3% | Added |
| Washington Trust Co | 11,038 | $1.01M | 0.03% | +121+1.1% | Added |
| ARGI Investment Services, LLC | 11,037 | $1.01M | 0.03% | +762+7.4% | Added |
| TLWM | 11,094 | $1.02M | 0.36% | +172+1.6% | Added |
| Whittier Trust Co | 11,083 | $1.02M | 0.02% | +1,409+14.6% | Added |