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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 15,608 | $1.43M | 0.04% | +632+4.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 15,657 | $1.44M | 0.07% | +6,617+73.2% | Added |
| L2 Asset Management, LLC | 15,723 | $1.44M | 1.35% | −9,696−38.1% | Reduced |
| Centaurus Financial, Inc. | 15,869 | $1.46M | 0.12% | −4,121−20.6% | Reduced |
| McDonald Partners LLC | 15,896 | $1.46M | 0.34% | −244−1.5% | Reduced |
| Duff & Phelps Investment Management Co | 15,925 | $1.46M | 0.02% | −1,370−7.9% | Reduced |
| Wedbush Securities Inc | 15,958 | $1.46M | 0.07% | −1,719−9.7% | Reduced |
| Moors & Cabot, Inc. | 20,513 | $1.48M | 0.10% | +478+2.4% | Added |
| Cornercap Investment Counsel Inc | 16,098 | $1.48M | 0.16% | −560−3.4% | Reduced |
| IHT Wealth Management, LLC | 16,178 | $1.48M | 0.09% | +12,105+297.2% | Added |
| Pearl River Capital, LLC | 16,185 | $1.48M | 0.41% | −33,947−67.7% | Reduced |
| Snowden Capital Advisors LLC | 16,223 | $1.49M | 0.07% | +5,533+51.8% | Added |
| Diversified Trust Co | 16,234 | $1.49M | 0.05% | +2,058+14.5% | Added |
| Bank Pictet & Cie (Asia) Ltd | 16,239 | $1.49M | 0.42% | +240+1.5% | Added |
| Koshinski Asset Management, Inc. | 16,279 | $1.49M | 0.19% | −11,150−40.7% | Reduced |
| KMG Fiduciary Partners, LLC | 16,302 | $1.50M | 0.26% | +801+5.2% | Added |
| SevenBridge Financial Group, LLC | 16,311 | $1.50M | 0.49% | −95−0.6% | Reduced |
| Claybrook Capital, LLC | 16,311 | $1.50M | 0.49% | +16,311 | New |
| 44 Wealth Management LLC | 16,385 | $1.50M | 0.58% | −45−0.3% | Reduced |
| Kesler, Norman & Wride, LLC | 15,672 | $1.50M | 0.35% | −24,308−60.8% | Reduced |
| Acropolis Investment Management, LLC | 16,406 | $1.50M | 0.15% | −288−1.7% | Reduced |
| Optimal Asset Management, Inc. | 16,640 | $1.53M | 0.18% | 00.0% | Unchanged |
| FourThought Financial, LLC | 16,700 | $1.53M | 0.20% | −7,859−32.0% | Reduced |
| Intact Investment Management Inc. | 16,700 | $1.53M | 0.04% | +3,500+26.5% | Added |
| Trust Co of Oklahoma | 16,726 | $1.53M | 0.52% | +16,726 | New |
| Asio Capital, LLC | 16,743 | $1.53M | 0.54% | +848+5.3% | Added |
| Cullen/Frost Bankers, Inc. | 16,953 | $1.55M | 0.03% | +76+0.5% | Added |
| Conning Inc. | 17,002 | $1.56M | 0.05% | −2,190−11.4% | Reduced |
| White Pine Capital LLC | 16,250 | $1.56M | 0.46% | +400+2.5% | Added |
| GPS Wealth Strategies Group, LLC | 17,316 | $1.59M | 0.40% | +2,042+13.4% | Added |
| Empirical Finance, LLC | 17,349 | $1.59M | 0.26% | +2,840+19.6% | Added |
| Amica Retiree Medical Trust | 17,468 | $1.60M | 1.01% | +7,035+67.4% | Added |
| Trust Investment Advisors | 17,572 | $1.61M | 1.43% | −726−4.0% | Reduced |
| Sequoia Financial Advisors, LLC | 31,361 | $1.62M | 0.06% | +2,319+8.0% | Added |
| Sage Rhino Capital LLC | 17,761 | $1.63M | 0.48% | +413+2.4% | Added |
| CAPROCK Group, Inc. | 17,967 | $1.65M | 0.15% | +2,407+15.5% | Added |
| NVWM, LLC | 18,083 | $1.66M | 0.60% | +303+1.7% | Added |
| Tiemann Investment Advisors, LLC | 18,134 | $1.66M | 0.78% | −1,007−5.3% | Reduced |
| Gotham Asset Management, LLC | 18,197 | $1.67M | 0.07% | −12,947−41.6% | Reduced |
| Rational Advisors LLC | 18,227 | $1.67M | 0.20% | −1,216−6.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 18,239 | $1.67M | 0.12% | +747+4.3% | Added |
| Richard Bernstein Advisors LLC | 18,369 | $1.68M | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 18,370 | $1.69M | 0.12% | +15,433+525.5% | Added |
| Gries Financial LLC | 17,588 | $1.69M | 0.54% | −8,486−32.5% | Reduced |
| Sigma Planning Corp | 18,483 | $1.70M | 0.05% | +7,230+64.2% | Added |
| Savant Capital, LLC | 18,972 | $1.74M | 0.07% | +19+0.1% | Added |
| Bank of Hawaii | 19,040 | $1.75M | 0.10% | −700−3.5% | Reduced |
| Windsor Creek Advisors, LLC | 19,154 | $1.76M | 0.66% | +9,154+91.5% | Added |
| Cinctive Capital Management LP | 19,149 | $1.76M | 0.10% | +19,149 | New |
| Vident Investment Advisory, LLC | 19,158 | $1.76M | 0.05% | +7,132+59.3% | Added |
| Westwood Holdings Group Inc. | 19,343 | $1.77M | 0.02% | +1,342+7.5% | Added |
| Advisory Services Network, LLC | 19,631 | $1.80M | 0.06% | +2,722+16.1% | Added |
| Griffin Asset Management, Inc. | 19,784 | $1.81M | 0.22% | +7,106+56.0% | Added |
| Kestra Private Wealth Services, LLC | 19,819 | $1.82M | 0.11% | +266+1.4% | Added |
| Clarius Group, LLC | 19,877 | $1.82M | 0.16% | +120+0.6% | Added |
| Alaethes Wealth LLC | 19,895 | $1.82M | 1.41% | +1,062+5.6% | Added |
| Spire Wealth Management | 19,919 | $1.83M | 0.05% | +3,000+17.7% | Added |
| UBP Investment Advisors SA | 20,000 | $1.83M | 0.68% | 00.0% | Unchanged |
| Lincoln National Corp | 20,323 | $1.83M | 0.04% | +11,050+119.2% | Added |
| Russell Clark Investment Management Ltd | 20,000 | $1.83M | 1.38% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 20,019 | $1.83M | 0.65% | −1,864−8.5% | Reduced |
| Abbot Financial Management, Inc. | 20,020 | $1.84M | 0.80% | −180−0.9% | Reduced |
| Edgestream Partners, L.P. | 20,114 | $1.84M | 0.11% | −36,648−64.6% | Reduced |
| Boston Partners | 20,307 | $1.86M | 0.00% | −609−2.9% | Reduced |
| Brewin Dolphin Ltd | 20,386 | $1.87M | 0.08% | +2,854+16.3% | Added |
| Assenagon Asset Management S.A. | 20,405 | $1.87M | 0.01% | +2,734+15.5% | Added |
| Independent Advisor Alliance | 20,645 | $1.89M | 0.10% | +2,982+16.9% | Added |
| TCTC Holdings, LLC | 20,775 | $1.91M | 0.09% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 21,000 | $1.93M | 0.26% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 21,085 | $1.93M | 0.75% | −20,791−49.6% | Reduced |
| Inherent Group, LP | 21,157 | $1.94M | 0.49% | −132,700−86.2% | Reduced |
| Cacti Asset Management LLC | 22,000 | $1.95M | 0.16% | 00.0% | Unchanged |
| L & S Advisors Inc | 21,278 | $1.95M | 0.21% | +21,278 | New |
| American National Registered Investment Advisor, Inc. | 21,512 | $1.97M | 0.71% | −650−2.9% | Reduced |
| South State Corp. | 21,734 | $1.99M | 0.17% | −362−1.6% | Reduced |
| Baldwin Investment Management, LLC | 21,758 | $2.00M | 0.34% | −1,475−6.3% | Reduced |
| Profund Advisors LLC | 21,761 | $2.00M | 0.07% | −1,145−5.0% | Reduced |
| New England Research & Management, Inc. | 21,807 | $2.00M | 1.03% | −12,180−35.8% | Reduced |
| Capital International Ltd | 21,886 | $2.01M | 0.11% | −17,885−45.0% | Reduced |
| Bryn Mawr Trust Co | 21,968 | $2.01M | 0.08% | +3,749+20.6% | Added |
| Goodwin Daniel L | 22,000 | $2.02M | 0.96% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 22,318 | $2.05M | 0.21% | +4,195+23.1% | Added |
| Capital Investment Counsel, Inc | 22,465 | $2.06M | 0.46% | +201+0.9% | Added |
| DCF Advisers, LLC | 22,500 | $2.06M | 1.04% | 00.0% | Unchanged |
| Sovarnum Capital L.P. | 22,500 | $2.06M | 1.30% | +22,500 | New |
| IFG Advisory, LLC | 22,516 | $2.06M | 0.23% | +14,531+182.0% | Added |
| We Are One Seven, LLC | 22,814 | $2.09M | 0.29% | −3,550−13.5% | Reduced |
| Ritholtz Wealth Management | 22,868 | $2.10M | 0.15% | +1,079+5.0% | Added |
| QS Investors, LLC | 23,259 | $2.13M | 0.03% | +1,958+9.2% | Added |
| Texas Yale Capital Corp. | 23,380 | $2.14M | 0.12% | 00.0% | Unchanged |
| Wright Investors Service Inc | 23,470 | $2.15M | 0.58% | +4,530+23.9% | Added |
| Geneos Wealth Management Inc. | 23,441 | $2.16M | 0.08% | +416+1.8% | Added |
| Courier Capital LLC | 23,670 | $2.17M | 0.21% | −89−0.4% | Reduced |
| Vestcor Inc | 23,683 | $2.17M | 0.07% | −32,899−58.1% | Reduced |
| Nomura Holdings Inc | 25,484 | $2.17M | 0.02% | +12,177+91.5% | Added |
| Townsend & Associates, Inc | 23,609 | $2.19M | 1.28% | +467+2.0% | Added |
| AE Wealth Management LLC | 24,099 | $2.21M | 0.02% | +1,189+5.2% | Added |
| TrimTabs Asset Management, LLC | 25,022 | $2.21M | 1.13% | −2,885−10.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 24,235 | $2.22M | 0.52% | +1,405+6.2% | Added |
| JustInvest LLC | 24,364 | $2.23M | 0.23% | +5,137+26.7% | Added |