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 |
|---|---|---|---|---|---|
| Pacitti Group Inc. | 4,612 | $422.0K | 0.25% | +289+6.7% | Added |
| First Citizens Financial Corp | 4,577 | $420.0K | 0.32% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,578 | $420.0K | 0.01% | +338+8.0% | Added |
| Mount Yale Investment Advisors, LLC | 4,564 | $418.0K | 0.05% | −2,141−31.9% | Reduced |
| Pinnacle Financial Partners Inc | 4,537 | $416.0K | 0.02% | +168+3.8% | Added |
| Pinnacle Wealth Advisors | 4,537 | $416.0K | 0.02% | +4,537 | New |
| WESPAC Advisors, LLC | 4,499 | $413.0K | 0.79% | −3,760−45.5% | Reduced |
| Summit Trail Advisors, LLC | 4,474 | $410.0K | 0.04% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 4,432 | $406.0K | 0.10% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,416 | $405.0K | 0.10% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 4,414 | $405.0K | 0.02% | +1,132+34.5% | Added |
| AlphaCentric Advisors LLC | 4,413 | $405.0K | 0.11% | +2,203+99.7% | Added |
| Aj Wealth Strategies, LLC | 4,400 | $403.0K | 0.02% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,366 | $400.0K | 0.20% | −10−0.2% | Reduced |
| Tower Bridge Advisors | 4,342 | $398.1K | 0.03% | +40+0.9% | Added |
| Michael B. Yongue | 4,343 | $398.0K | 0.29% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,335 | $397.0K | 0.36% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 4,312 | $395.0K | 0.04% | −389−8.3% | Reduced |
| CX Institutional | 4,311 | $395.0K | 0.03% | +336+8.5% | Added |
| Sunflower Bank, N.A. | 4,294 | $394.0K | 0.06% | +102+2.4% | Added |
| State of Wyoming | 4,291 | $394.0K | 0.25% | +433+11.2% | Added |
| Weld Capital Management LLC | 4,281 | $393.0K | 0.40% | −9,604−69.2% | Reduced |
| HBK Sorce Advisory LLC | 4,290 | $393.0K | 0.02% | +1,085+33.9% | Added |
| Precision Wealth Strategies, LLC | 4,287 | $393.0K | 0.34% | +4,287 | New |
| Meristem Family Wealth, LLC | 4,278 | $392.0K | 0.06% | +735+20.7% | Added |
| Icon Wealth Partners, LLC | 4,257 | $390.0K | 0.04% | −701−14.1% | Reduced |
| Allred Capital Management, LLC | 4,240 | $388.0K | 0.19% | −37−0.9% | Reduced |
| Independent Financial Group, LLC | 4,217 | $386.7K | 0.04% | +1,460+53.0% | Added |
| Reliant Investment Management, LLC | 4,195 | $385.0K | 0.18% | +1,080+34.7% | Added |
| Independent Solutions Wealth Management, LLC | 4,169 | $382.3K | 0.09% | +1,005+31.8% | Added |
| Main Street Financial Solutions, LLC | 4,152 | $381.0K | 0.06% | −99−2.3% | Reduced |
| Fortem Financial Group, LLC | 4,157 | $381.0K | 0.19% | +1,540+58.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,132 | $379.0K | 0.09% | −10.0% | Reduced |
| First Financial Bank - Trust Division | 4,126 | $378.0K | 0.04% | −1,341−24.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 4,122 | $378.0K | 0.07% | +21+0.5% | Added |
| Perpetual Investment Management Ltd | 4,100 | $376.0K | 0.05% | −1,400−25.5% | Reduced |
| Curi Capital | 4,109 | $376.0K | 0.19% | +3+0.1% | Added |
| Psagot Investment House Ltd. | 4,094 | $375.0K | 0.01% | −450−9.9% | Reduced |
| ProVise Management Group, LLC | 4,089 | $375.0K | 0.04% | −82−2.0% | Reduced |
| Hoylecohen, LLC | 4,066 | $373.0K | 0.04% | +20.0% | Added |
| Carlson Capital Management | 4,056 | $372.0K | 0.05% | 00.0% | Unchanged |
| Invst, LLC | 4,079 | $372.0K | 0.06% | +949+30.3% | Added |
| Sage Mountain Advisors LLC | 4,054 | $372.0K | 0.06% | +4,054 | New |
| Kistler-Tiffany Companies, LLC | 4,046 | $371.0K | 0.09% | +515+14.6% | Added |
| Adirondack Trust Co | 4,038 | $370.0K | 0.19% | +500+14.1% | Added |
| Destination Wealth Management | 4,029 | $369.0K | 0.01% | −200−4.7% | Reduced |
| Westshore Wealth, LLC | 4,028 | $369.0K | 0.19% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 4,022 | $369.0K | 0.32% | +4,022 | New |
| Canvas Wealth Advisors, LLC | 4,018 | $368.0K | 0.17% | +663+19.8% | Added |
| GHP Investment Advisors, Inc. | 4,006 | $367.0K | 0.03% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 4,000 | $367.0K | 0.12% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 4,000 | $367.0K | 0.04% | +4,000 | New |
| Apollon Wealth Management, LLC | 3,992 | $366.0K | 0.07% | −443−10.0% | Reduced |
| Strategic Wealth Management Group, LLC | 3,985 | $365.0K | 0.13% | −696−14.9% | Reduced |
| Davis R M Inc | 3,971 | $364.0K | 0.01% | −28−0.7% | Reduced |
| DRW Securities, LLC | 3,967 | $364.0K | 0.05% | +3,967 | New |
| Advisor Resource Council | 3,976 | $364.0K | 0.04% | +3,976 | New |
| Calton & Associates, Inc. | 3,934 | $361.0K | 0.07% | −102−2.5% | Reduced |
| Evergreen Capital Management LLC | 3,930 | $360.0K | 0.02% | +627+19.0% | Added |
| Altus Wealth Group LLC | 3,900 | $357.0K | 0.35% | −28−0.7% | Reduced |
| Game Creek Capital, LP | 3,875 | $355.0K | 0.19% | −2,745−41.5% | Reduced |
| Kovack Advisors, Inc. | 3,867 | $355.0K | 0.04% | −844−17.9% | Reduced |
| CNB Bank | 3,876 | $355.0K | 0.22% | +76+2.0% | Added |
| Centric Wealth Management | 3,876 | $355.0K | 0.12% | +1,011+35.3% | Added |
| CPWM, LLC | 3,853 | $353.0K | 0.03% | +415+12.1% | Added |
| Waterfront Wealth Inc. | 3,843 | $352.0K | 0.17% | +39+1.0% | Added |
| Redhawk Wealth Advisors, Inc. | 3,823 | $351.0K | 0.08% | +85+2.3% | Added |
| Grandfield & Dodd, LLC | 3,784 | $350.0K | 0.02% | −100−2.6% | Reduced |
| NorthRock Partners, LLC | 3,814 | $350.0K | 0.03% | +912+31.4% | Added |
| Essex Financial Services, Inc. | 4,498 | $349.0K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,805 | $349.0K | 0.09% | +103+2.8% | Added |
| First Midwest Bank Trust Division | 3,801 | $348.0K | 0.05% | −330−8.0% | Reduced |
| Cozad Asset Management Inc | 3,800 | $348.0K | 0.05% | +527+16.1% | Added |
| Laurel Wealth Advisors, Inc. | 3,805 | $348.0K | 0.05% | +619+19.4% | Added |
| Lebenthal Global Advisors, LLC | 3,793 | $347.0K | 0.19% | −162−4.1% | Reduced |
| Cohen & Steers, Inc. | 3,767 | $345.0K | 0.00% | −861−18.6% | Reduced |
| Overbrook Management Corp | 3,764 | $345.0K | 0.07% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 3,750 | $344.0K | 0.07% | −400−9.6% | Reduced |
| Berkshire Bank | 3,715 | $340.0K | 0.08% | +40+1.1% | Added |
| HYA Advisors, Inc | 3,699 | $339.0K | 0.14% | +8+0.2% | Added |
| NewEdge Wealth, LLC | 3,697 | $339.0K | 0.03% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 3,700 | $339.0K | 0.00% | +3,700 | New |
| Stelac Advisory Services LLC | 3,670 | $337.0K | 0.08% | +3,670 | New |
| Tiedemann Advisors, LLC | 3,671 | $336.0K | 0.01% | −3,042−45.3% | Reduced |
| Pinnacle Family Advisors, LLC | 3,661 | $336.0K | 0.15% | +286+8.5% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 3,630 | $333.0K | 0.11% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,621 | $332.0K | 0.17% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 3,600 | $331.0K | 0.18% | 00.0% | Unchanged |
| Marathon Capital Management | 3,594 | $329.0K | 0.08% | −84−2.3% | Reduced |
| Meitav Dash Investments Ltd | 3,620 | $329.0K | 0.01% | +270+8.1% | Added |
| Berger Financial Group, Inc | 3,592 | $328.0K | 0.06% | +189+5.6% | Added |
| MCF Advisors LLC | 3,563 | $327.0K | 0.03% | +182+5.4% | Added |
| Pflug Koory, LLC | 3,560 | $326.0K | 0.17% | 00.0% | Unchanged |
| Graypoint LLC | 3,560 | $326.0K | 0.04% | +236+7.1% | Added |
| SOL Capital Management CO | 3,520 | $323.0K | 0.06% | −136−3.7% | Reduced |
| Jump Financial, LLC | 3,521 | $322.0K | 0.03% | −4,824−57.8% | Reduced |
| Red Cedar Capital, LLC | 3,500 | $321.0K | 0.20% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,500 | $320.9K | 0.02% | −497−12.4% | Reduced |
| Wealthspire Advisors, LLC | 3,434 | $315.0K | 0.01% | −30,418−89.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,412 | $313.0K | 0.02% | −863−20.2% | Reduced |