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; 2,746 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| 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 |
| Henshaw Capital LLC | 9,224 | $845.7K | 0.05% | +4,671+102.6% | Added |
| Nachman Norwood & Parrott, Inc | 9,180 | $842.0K | 0.09% | +39+0.4% | Added |
| Strategic Blueprint, LLC | 9,125 | $837.0K | 0.13% | +1,249+15.9% | Added |
| Johnson Financial Group, Inc. | 9,064 | $831.0K | 0.05% | −160−1.7% | Reduced |
| Strategy Asset Managers LLC | 9,044 | $829.0K | 0.18% | +327+3.8% | Added |
| CMT Capital Markets Trading GmbH | 9,008 | $826.0K | 0.36% | −4,218−31.9% | Reduced |
| 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 |
| Outlook Wealth Advisors, LLC | 8,933 | $819.0K | 0.26% | +626+7.5% | Added |
| OPSEU Pension Plan Trust Fund | 8,935 | $818.0K | 0.21% | −13,679−60.5% | 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 |
| Trexquant Investment LP | 8,816 | $808.0K | 0.07% | −69,235−88.7% | Reduced |
| 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 |
| Burke & Herbert Bank & Trust Co | 8,616 | $790.0K | 0.51% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 8,594 | $788.0K | 0.45% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 8,566 | $785.0K | 0.71% | −1,747−16.9% | Reduced |
| New Vernon Investment Management LLC | 8,550 | $784.0K | 1.43% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8,475 | $777.0K | 0.11% | +2,193+34.9% | Added |
| E&G Advisors, LP | 0 | $770.0K | 0.21% | −8,501−100.0% | Reduced |
| Independent Investors Inc | 8,216 | $753.0K | 0.19% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8,195 | $751.0K | 0.02% | +1,017+14.2% | Added |
| Eudaimonia Partners, LLC | 8,175 | $750.0K | 0.14% | +3,006+58.2% | Added |
| Prio Wealth Limited Partnership | 8,147 | $747.0K | 0.03% | −520−6.0% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 8,060 | $739.0K | 0.17% | −40−0.5% | Reduced |
| Standard Family Office LLC | 8,009 | $734.0K | 0.15% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 7,966 | $730.0K | 0.14% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 7,927 | $727.0K | 0.25% | −1,685−17.5% | Reduced |
| Shufro Rose & Co LLC | 7,920 | $726.0K | 0.05% | −300−3.6% | Reduced |
| 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 |
| 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 |
| Cim Investment Mangement Inc | 7,858 | $721.0K | 0.22% | −42−0.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,832 | $718.1K | 0.11% | −3,797−32.7% | Reduced |
| Lido Advisors, LLC | 7,827 | $718.0K | 0.02% | −1,401−15.2% | Reduced |
| Circle Wealth Management, LLC | 7,809 | $716.0K | 0.10% | +846+12.1% | Added |
| Meridian Investment Counsel Inc. | 7,796 | $715.0K | 0.25% | 00.0% | Unchanged |
| 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 |
| Washburn Capital Management, Inc. | 7,720 | $708.0K | 0.47% | +660+9.3% | Added |
| Somerville Kurt F | 7,647 | $701.0K | 0.10% | −606−7.3% | Reduced |
| Childress Capital Advisors, LLC | 7,548 | $692.0K | 0.31% | −2,051−21.4% | Reduced |
| LMR Partners LLP | 7,544 | $692.0K | 0.01% | +586+8.4% | Added |
| Private Trust Co NA | 7,533 | $691.0K | 0.10% | −5−0.1% | Reduced |
| TriaGen Wealth Management LLC | 7,193 | $690.0K | 0.36% | −2,453−25.4% | Reduced |
| Tributary Capital Management, LLC | 7,400 | $679.0K | 0.05% | −200−2.6% | 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 |
| Good Life Advisors, LLC | 7,383 | $677.0K | 0.13% | −346−4.5% | Reduced |
| Gofen & Glossberg LLC | 7,358 | $675.0K | 0.02% | +530+7.8% | Added |
| Wintrust Investments LLC | 7,293 | $669.0K | 0.07% | +2,982+69.2% | 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 |
| 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 |
| Qtron Investments LLC | 7,156 | $656.0K | 0.17% | −7,646−51.7% | Reduced |
| Salzhauer Michael | 7,140 | $654.0K | 0.32% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,089 | $650.0K | 0.01% | +318+4.7% | Added |
| F&V Capital Management, LLC | 7,064 | $648.0K | 0.24% | 00.0% | Unchanged |
| Brown Capital Management LLC | 7,015 | $643.0K | 0.00% | −173−2.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 6,983 | $640.0K | 0.09% | +200+2.9% | Added |
| Wharton Business Group, LLC | 6,959 | $638.0K | 0.05% | 00.0% | Unchanged |
| American Portfolios Advisors | 6,949 | $637.1K | 0.02% | +2,050+41.8% | Added |
| Interchange Capital Partners, LLC | 6,891 | $631.0K | 0.98% | −6,931−50.1% | Reduced |
| Worldquant Millennium Advisors LLC | 6,830 | $626.0K | 0.01% | −21,120−75.6% | Reduced |
| 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 |
| 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 |
| Canton Hathaway, LLC | 6,725 | $617.0K | 0.18% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 6,702 | $615.0K | 0.01% | −100−1.5% | Reduced |
| Rehmann Capital Advisory Group | 6,686 | $614.9K | 0.06% | −145−2.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,702 | $614.5K | 0.01% | −100−1.5% | Reduced |
| Community Bank, N.A. | 6,697 | $614.0K | 0.07% | +100+1.5% | Added |
| Wealth Alliance | 6,686 | $613.0K | 0.14% | −726−9.8% | Reduced |
| King Luther Capital Management Corp | 6,659 | $611.0K | 0.00% | +6,659 | New |
| Aspire Private Capital, LLC | 6,649 | $610.0K | 0.20% | +1,784+36.7% | Added |
| Orion Portfolio Solutions, LLC | 6,621 | $607.0K | 0.02% | +206+3.2% | 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 |
| Duncker Streett & Co Inc | 6,573 | $603.0K | 0.11% | +20.0% | Added |
| Skba Capital Management LLC | 6,550 | $601.0K | 0.12% | −1,150−14.9% | Reduced |
| Community Bank of Raymore | 6,540 | $600.0K | 0.19% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,507 | $597.0K | 0.11% | −613−8.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,493 | $595.0K | 0.01% | +20.0% | Added |
| Lee Danner & Bass Inc | 6,475 | $594.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| EP Wealth Advisors, LLC | 6,387 | $586.0K | 0.02% | −103−1.6% | Reduced |
| Exane Derivatives | 6,280 | $585.4K | 0.14% | +153+2.5% | Added |
| Valeo Financial Advisors, LLC | 6,385 | $585.0K | 0.04% | −225−3.4% | Reduced |