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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 6,379 | $585.0K | 0.03% | +368+6.1% | Added |
| Sippican Capital Advisors | 6,366 | $584.0K | 0.51% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 6,324 | $580.0K | 0.17% | −254−3.9% | Reduced |
| Personal Cfo Solutions, LLC | 6,309 | $578.0K | 0.12% | −188−2.9% | 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 |
| J.W. Cole Advisors, Inc. | 6,225 | $571.0K | 0.04% | −964−13.4% | Reduced |
| Gryphon Financial Partners LLC | 10,223 | $566.0K | 0.13% | +463+4.7% | Added |
| Citizens Financial Group Inc | 6,154 | $564.0K | 0.02% | +1,807+41.6% | Added |
| Salem Investment Counselors Inc | 6,076 | $557.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Highland Private Wealth Management | 6,024 | $552.0K | 0.08% | −25−0.4% | Reduced |
| Platte River Wealth Advisors, LLC | 6,005 | $551.0K | 0.21% | +2,180+57.0% | Added |
| O'Neil Global Advisors, Inc. | 6,000 | $550.0K | 0.17% | −1,600−21.1% | Reduced |
| Eqis Capital Management, Inc. | 5,987 | $549.0K | 0.04% | +815+15.8% | Added |
| Davenport & Co LLC | 5,960 | $547.0K | 0.00% | +162+2.8% | Added |
| Bank of Nova Scotia Trust Co | 5,944 | $545.0K | 0.05% | +4+0.1% | Added |
| Mastrapasqua Asset Management Inc | 5,900 | $541.0K | 0.06% | −370−5.9% | Reduced |
| Voya Financial Advisors, Inc. | 5,924 | $537.0K | 0.07% | −22,148−78.9% | Reduced |
| Optimum Investment Advisors | 5,850 | $536.0K | 0.17% | −950−14.0% | Reduced |
| Ridgewood Investments LLC | 5,833 | $535.0K | 0.34% | 00.0% | Unchanged |
| 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 |
| Warther Private Wealth, LLC | 5,778 | $532.0K | 0.52% | +5,778 | New |
| StoneX Group Inc. | 5,771 | $529.0K | 0.08% | +1,392+31.8% | Added |
| Lakeview Capital Partners, LLC | 5,688 | $522.0K | 0.23% | −3,045−34.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,648 | $518.0K | 0.05% | 00.0% | Unchanged |
| Insight 2811, Inc. | 5,634 | $517.0K | 0.29% | −307−5.2% | Reduced |
| ACG Wealth | 5,624 | $516.0K | 0.07% | +8+0.1% | 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 |
| Buckley Wealth Management, LLC | 5,606 | $514.0K | 0.18% | +1,131+25.3% | Added |
| Financial Advisors, LLC | 5,590 | $513.0K | 0.18% | +550+10.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,580 | $512.0K | 0.03% | −1,647−22.8% | Reduced |
| LS Investment Advisors, LLC | 5,550 | $509.0K | 0.06% | −35,675−86.5% | Reduced |
| Peoples Bank | 5,545 | $508.0K | 0.27% | −43−0.8% | Reduced |
| Private Portfolio Partners LLC | 5,508 | $505.1K | 0.15% | −90−1.6% | Reduced |
| Regal Investment Advisors LLC | 5,506 | $505.0K | 0.05% | +5,506 | New |
| 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 |
| 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 |
| 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 |
| Knights of Columbus Asset Advisors LLC | 5,448 | $500.0K | 0.05% | −4,241−43.8% | Reduced |
| Great Valley Advisor Group, Inc. | 5,874 | $499.0K | 0.04% | +344+6.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,407 | $496.0K | 0.38% | −414−7.1% | Reduced |
| Eastern Bank | 5,351 | $492.0K | 0.02% | −231−4.1% | Reduced |
| Waldron Private Wealth LLC | 5,357 | $491.0K | 0.03% | −36−0.7% | Reduced |
| Crawford Investment Counsel Inc | 5,339 | $490.0K | 0.01% | +500+10.3% | Added |
| Colony Group LLC | 5,335 | $489.0K | 0.01% | −63−1.2% | Reduced |
| LVZ Advisors, Inc. | 5,321 | $488.0K | 0.07% | +5,321 | New |
| Rossmore Private Capital | 5,315 | $487.0K | 0.08% | +500+10.4% | Added |
| Stock Yards Bank & Trust Co | 5,296 | $485.0K | 0.03% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 5,222 | $479.0K | 0.15% | −355−6.4% | Reduced |
| Little House Capital LLC | 5,227 | $479.0K | 0.26% | +5,227 | New |
| Donald L. Hagan, LLC | 5,211 | $478.0K | 0.28% | −3,335−39.0% | Reduced |
| Cambridge Trust Co | 5,187 | $476.0K | 0.02% | −14−0.3% | Reduced |
| Wolverine Asset Management LLC | 5,177 | $474.0K | 0.00% | −1,423−21.6% | Reduced |
| Foundations Investment Advisors, LLC | 5,250 | $474.0K | 0.02% | +2,040+63.6% | Added |
| Exencial Wealth Advisors, LLC | 5,158 | $473.0K | 0.03% | +1,166+29.2% | Added |
| Jackson Square Capital, LLC | 5,151 | $472.0K | 0.15% | +412+8.7% | Added |
| Evoke Wealth, LLC | 5,110 | $469.0K | 0.02% | −4,970−49.3% | Reduced |
| Sawtooth Solutions, LLC | 5,116 | $469.0K | 0.09% | +1,205+30.8% | Added |
| Strategic Financial Services, Inc, | 5,082 | $466.0K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,056 | $465.0K | 0.03% | −167−3.2% | Reduced |
| Fort Pitt Capital Group, LLC | 5,058 | $464.0K | 0.02% | +150+3.1% | Added |
| Ledyard National Bank | 5,029 | $461.0K | 0.05% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 4,425 | $460.0K | 0.09% | −301−6.4% | Reduced |
| Camden Capital, LLC | 5,021 | $460.0K | 0.11% | +1,512+43.1% | Added |
| Personal Capital Advisors Corp | 5,010 | $459.0K | 0.00% | +254+5.3% | Added |
| Alpha Cubed Investments, LLC | 5,000 | $458.0K | 0.03% | +115+2.4% | Added |
| Great Lakes Advisors, LLC | 4,960 | $455.0K | 0.01% | −646−11.5% | Reduced |
| 180 Wealth Advisors, LLC | 4,445 | $454.0K | 0.10% | −457−9.3% | Reduced |
| Clear Harbor Asset Management, LLC | 4,956 | $454.0K | 0.06% | +241+5.1% | Added |
| Trustmark National Bank Trust Department | 4,951 | $454.0K | 0.04% | +1,161+30.6% | Added |
| Concord Wealth Partners | 4,931 | $452.0K | 0.13% | +923+23.0% | Added |
| Geller Advisors LLC | 4,903 | $450.0K | 0.10% | −14−0.3% | Reduced |
| NEXT Financial Group, Inc | 4,912 | $450.0K | 0.04% | +538+12.3% | Added |
| HM Payson & Co | 4,894 | $449.0K | 0.01% | −51−1.0% | Reduced |
| Ausdal Financial Partners, Inc. | 4,881 | $448.0K | 0.07% | −223−4.4% | Reduced |
| Seeyond | 4,892 | $448.0K | 0.04% | +21+0.4% | Added |
| North Star Investment Management Corp. | 4,865 | $446.0K | 0.04% | +235+5.1% | Added |
| Ellevest, Inc. | 4,867 | $446.0K | 0.04% | +871+21.8% | Added |
| X-Square Capital, LLC | 4,845 | $444.0K | 0.21% | +4,845 | New |
| Perritt Capital Management Inc | 4,835 | $443.0K | 0.23% | −440−8.3% | Reduced |
| Rothschild Investment Corp | 4,802 | $440.0K | 0.04% | +393+8.9% | Added |
| Chelsea Counsel Co | 4,776 | $438.0K | 0.20% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 4,778 | $438.0K | 0.10% | +644+15.6% | Added |
| Mather Group, LLC. | 4,744 | $435.0K | 0.01% | +259+5.8% | Added |
| Engine No. 1 LLC | 4,747 | $435.0K | 0.12% | +4,747 | New |
| West Family Investments, Inc. | 4,736 | $434.0K | 0.12% | +4,736 | New |
| Miracle Mile Advisors, LLC | 4,644 | $426.0K | 0.02% | −6−0.1% | Reduced |
| BLB&B Advisors, LLC | 4,623 | $424.0K | 0.03% | −35−0.8% | Reduced |
| Executive Wealth Group LLC | 4,613 | $422.9K | 0.25% | +19+0.4% | Added |
| Park National Corp | 4,601 | $422.0K | 0.02% | −412−8.2% | Reduced |
| Marcum Wealth, LLC | 4,605 | $422.0K | 0.07% | −133−2.8% | Reduced |