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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 11,154 | $1.02M | 0.13% | +240+2.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 11,170 | $1.02M | 0.03% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 11,195 | $1.03M | 0.09% | +1,152+11.5% | Added |
| NexWave Capital Partners LLC | 11,208 | $1.03M | 1.97% | 00.0% | Unchanged |
| Avestar Capital, LLC | 11,242 | $1.03M | 0.20% | +4,066+56.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 11,259 | $1.03M | 0.40% | 00.0% | Unchanged |
| GFG Capital, LLC | 11,268 | $1.03M | 0.31% | −57−0.5% | Reduced |
| Intersect Capital LLC | 11,366 | $1.04M | 0.18% | −755−6.2% | Reduced |
| Ar Asset Management Inc | 11,400 | $1.04M | 0.29% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 11,414 | $1.05M | 0.57% | −55−0.5% | Reduced |
| Resources Investment Advisors, LLC. | 11,597 | $1.06M | 0.04% | +5,319+84.7% | Added |
| Quadrant Capital Group LLC | 11,648 | $1.07M | 0.15% | +315+2.8% | Added |
| Altium Wealth Management LLC | 11,705 | $1.07M | 0.08% | +905+8.4% | Added |
| Parcion Private Wealth LLC | 11,785 | $1.08M | 0.11% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 11,797 | $1.08M | 0.04% | +1,263+12.0% | Added |
| Trust Co of Toledo NA | 11,839 | $1.08M | 0.18% | −10.0% | Reduced |
| Wealthcare Advisory Partners LLC | 12,055 | $1.10M | 0.07% | −1,999−14.2% | Reduced |
| Abbrea Capital, LLC | 12,050 | $1.10M | 0.17% | +2,030+20.3% | Added |
| Silvercrest Asset Management Group LLC | 12,082 | $1.11M | 0.01% | −607−4.8% | Reduced |
| City Holding Co | 12,157 | $1.11M | 0.20% | +5,751+89.8% | Added |
| Pacific Global Investment Management CO | 12,170 | $1.12M | 0.22% | −42−0.3% | Reduced |
| Legacy Wealth Partners, Inc. | 12,178 | $1.12M | 0.62% | +12,178 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,353 | $1.12M | 0.00% | +2,470+25.0% | Added |
| Hills Bank & Trust Co | 12,251 | $1.12M | 0.17% | −210−1.7% | Reduced |
| Windsor Group LTD | 12,269 | $1.13M | 0.24% | +243+2.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,296 | $1.13M | 0.11% | +9,718+377.0% | Added |
| Integrated Wealth Concepts LLC | 12,406 | $1.14M | 0.04% | +5,490+79.4% | Added |
| Southport Management, L.L.C. | 12,500 | $1.15M | 3.88% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 12,522 | $1.15M | 0.27% | +12,522 | New |
| Delta Asset Management LLC | 12,564 | $1.15M | 0.11% | −600−4.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,563 | $1.15M | 0.11% | +173+1.4% | Added |
| Norris Financial Group, LLC | 12,567 | $1.15M | 0.78% | +101+0.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.16M | 0.37% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 12,644 | $1.16M | 0.08% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 12,640 | $1.16M | 0.05% | +1,064+9.2% | Added |
| Shay Capital LLC | 12,700 | $1.16M | 0.28% | −37,300−74.6% | Reduced |
| First National Trust Co | 12,885 | $1.18M | 0.07% | −148−1.1% | Reduced |
| Somerset Trust Co | 12,917 | $1.18M | 0.48% | +71+0.6% | Added |
| Freedman Financial Associates, Inc. | 12,970 | $1.19M | 0.90% | +12,470+2,494.0% | Added |
| Howland Capital Management LLC | 12,989 | $1.19M | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 13,040 | $1.20M | 0.11% | +48+0.4% | Added |
| Fulton Bank, N.A. | 13,070 | $1.20M | 0.06% | −785−5.7% | Reduced |
| AMG National Trust Bank | 13,091 | $1.20M | 0.04% | −27−0.2% | Reduced |
| Principle Wealth Partners LLC | 13,187 | $1.21M | 0.14% | −576−4.2% | Reduced |
| Inscription Capital, LLC | 13,187 | $1.21M | 0.14% | +13,187 | New |
| Trust Asset Management LLC | 13,255 | $1.22M | 0.16% | +1,834+16.1% | Added |
| 1st Source Bank | 13,307 | $1.22M | 0.08% | −25−0.2% | Reduced |
| Parsons Capital Management Inc | 13,322 | $1.22M | 0.09% | +405+3.1% | Added |
| Capital Investment Advisors, LLC | 13,328 | $1.22M | 0.04% | +1,989+17.5% | Added |
| Pallas Capital Advisors LLC | 12,759 | $1.23M | 0.17% | +890+7.5% | Added |
| Caldwell Trust Co | 13,411 | $1.23M | 0.16% | −56−0.4% | Reduced |
| Investors Research Corp | 13,416 | $1.23M | 0.43% | 00.0% | Unchanged |
| Dakota Wealth Management | 13,425 | $1.23M | 0.15% | +2,400+21.8% | Added |
| Centiva Capital, LP | 13,467 | $1.24M | 0.10% | +5,741+74.3% | Added |
| Systematic Financial Management LP | 13,500 | $1.24M | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 13,546 | $1.24M | 0.55% | −360−2.6% | Reduced |
| SeaCrest Wealth Management, LLC | 13,542 | $1.24M | 0.15% | +661+5.1% | Added |
| Vanguard Capital Wealth Advisors | 13,553 | $1.24M | 0.94% | +4,100+43.4% | Added |
| Ashburton (Jersey) Ltd | 13,568 | $1.24M | 0.52% | +13,568 | New |
| Icon Advisers Inc | 13,600 | $1.25M | 0.20% | −38,200−73.7% | Reduced |
| Toroso Investments, LLC | 13,630 | $1.25M | 0.05% | +5,791+73.9% | Added |
| Triangle Securities Wealth Management | 13,675 | $1.25M | 0.42% | −1,406−9.3% | Reduced |
| Steel Peak Wealth Management LLC | 13,709 | $1.26M | 0.09% | −6,369−31.7% | Reduced |
| Excalibur Management Corp | 13,776 | $1.26M | 0.57% | −108−0.8% | Reduced |
| Sentry Investment Management LLC | 13,784 | $1.26M | 0.32% | +1,330+10.7% | Added |
| CAMG Solamere Management, LLC | 13,799 | $1.26M | 1.09% | −132−0.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 13,846 | $1.27M | 0.35% | +2,438+21.4% | Added |
| Checchi Capital Advisers, LLC | 13,857 | $1.27M | 0.16% | −371−2.6% | Reduced |
| InterOcean Capital Group, LLC | 13,881 | $1.27M | 0.07% | −2,608−15.8% | Reduced |
| S&CO Inc | 13,915 | $1.27M | 0.10% | −4,316−23.7% | Reduced |
| Atlas Private Wealth Management | 13,967 | $1.28M | 0.79% | +919+7.0% | Added |
| Green Harvest Asset Management LLC | 14,174 | $1.30M | 0.24% | +356+2.6% | Added |
| Brasada Capital Management, LP | 14,202 | $1.30M | 0.26% | +757+5.6% | Added |
| Csenge Advisory Group | 14,383 | $1.32M | 0.12% | −2,303−13.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 14,453 | $1.32M | 0.49% | −20−0.1% | Reduced |
| AdvisorNet Financial, Inc | 14,482 | $1.33M | 0.09% | +9,897+215.9% | Added |
| Aft, Forsyth & Sober, LLC | 14,500 | $1.33M | 0.50% | 00.0% | Unchanged |
| Lavaca Capital LLC | 14,532 | $1.33M | 0.69% | +14,532 | New |
| Am Investment Strategies LLC | 14,552 | $1.33M | 0.34% | +51+0.4% | Added |
| Tudor Investment Corp Et Al | 14,630 | $1.34M | 0.03% | −60,223−80.5% | Reduced |
| Kinneret Advisory, LLC | 14,679 | $1.35M | 0.16% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 14,870 | $1.36M | 0.05% | +11,101+294.5% | Added |
| Calamos Wealth Management LLC | 14,962 | $1.37M | 0.11% | +1,839+14.0% | Added |
| Northwest & Ethical Investments L.P. | 14,969 | $1.37M | 0.04% | −7,372−33.0% | Reduced |
| Coastline Trust Co | 14,980 | $1.37M | 0.17% | +290+2.0% | Added |
| Parkside Investments, LLC | 15,000 | $1.38M | 0.26% | −3,000−16.7% | Reduced |
| Capital Management Associates | 15,000 | $1.38M | 1.32% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 15,061 | $1.38M | 0.92% | +15,061 | New |
| Meridian Wealth Management, LLC | 15,142 | $1.39M | 0.18% | 00.0% | Unchanged |
| Bank Hapoalim BM | 15,162 | $1.39M | 0.16% | +1,210+8.7% | Added |
| Gsa Capital Partners LLP | 15,200 | $1.39M | 0.16% | −14,970−49.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 15,239 | $1.40M | 0.01% | −2,600−14.6% | Reduced |
| Diligent Investors, LLC | 15,267 | $1.40M | 0.48% | −461−2.9% | Reduced |
| Intrust Bank NA | 15,335 | $1.41M | 0.19% | −504−3.2% | Reduced |
| Signaturefd, LLC | 15,376 | $1.41M | 0.06% | +1,598+11.6% | Added |
| Gladstone Institutional Advisory LLC | 15,406 | $1.41M | 0.17% | +950+6.6% | Added |
| Oak Asset Management, LLC | 15,438 | $1.42M | 0.60% | −1,000−6.1% | Reduced |
| Institute for Wealth Management, LLC. | 15,500 | $1.42M | 0.25% | −196−1.2% | Reduced |
| Xcel Wealth Management, LLC | 15,510 | $1.42M | 0.43% | −50−0.3% | Reduced |
| Delphi Management Inc | 15,561 | $1.43M | 1.36% | −1,211−7.2% | Reduced |