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 |
|---|---|---|---|---|---|
| Fukoku Mutual Life Insurance Co | 3,400 | $312.0K | 0.02% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 3,379 | $310.0K | 0.09% | +410+13.8% | Added |
| Sterling Manor Financial, LLC | 3,351 | $307.0K | 0.25% | +3,351 | New |
| Choate Investment Advisors | 3,335 | $306.0K | 0.02% | +464+16.2% | Added |
| Bragg Financial Advisors, Inc | 3,329 | $305.0K | 0.02% | +544+19.5% | Added |
| Mid Atlantic Financial Management Inc | 3,304 | $303.0K | 0.02% | −431−11.5% | Reduced |
| Twin Focus Capital Partners, LLC | 3,302 | $303.0K | 0.07% | +10.0% | Added |
| Boenning & Scattergood, Inc. | 3,282 | $301.0K | 0.05% | +201+6.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 3,277 | $300.0K | 0.02% | −18−0.5% | Reduced |
| Wilkinson Global Asset Management LLC | 3,270 | $300.0K | 0.02% | +3,270 | New |
| Boyd Watterson Asset Management LLC | 3,254 | $298.0K | 0.12% | +60+1.9% | Added |
| Emfo, LLC | 3,250 | $298.0K | 0.26% | +3,250 | New |
| Sunbelt Securities, Inc. | 3,255 | $297.0K | 0.05% | +501+18.2% | Added |
| Financial Engines Advisors L.L.C. | 3,203 | $294.0K | 0.00% | −345−9.7% | Reduced |
| NBT Bank N A | 3,203 | $294.0K | 0.04% | +12+0.4% | Added |
| Curated Wealth Partners LLC | 3,198 | $293.0K | 0.16% | −497−13.5% | Reduced |
| Harvest Fund Management Co., Ltd | 3,186 | $293.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,198 | $293.0K | 0.00% | +1,486+86.8% | Added |
| Associated Banc-Corp | 3,201 | $293.0K | 0.01% | +3,201 | New |
| JT Stratford LLC | 3,182 | $292.0K | 0.09% | −66−2.0% | Reduced |
| Integrated Investment Consultants, LLC | 3,163 | $290.0K | 0.08% | +103+3.4% | Added |
| JGP Wealth Management, LLC | 3,157 | $289.0K | 0.06% | −38,806−92.5% | Reduced |
| Hamilton Capital, LLC | 3,144 | $288.0K | 0.03% | +15+0.5% | Added |
| Chicago Trust Co NA | 3,135 | $287.0K | 0.07% | −451−12.6% | Reduced |
| Johnson Investment Counsel Inc | 3,135 | $287.0K | 0.00% | −32−1.0% | Reduced |
| Hudock, Inc. | 3,130 | $287.0K | 0.09% | +274+9.6% | Added |
| Golden Green, Inc. | 3,118 | $286.0K | 0.22% | −197−5.9% | Reduced |
| Wellington Shields Capital Management, LLC | 3,107 | $285.0K | 0.03% | +200+6.9% | Added |
| Red Door Wealth Management, LLC | 3,119 | $285.0K | 0.11% | +3,119 | New |
| Round Table Services, LLC | 3,100 | $284.0K | 0.06% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 3,100 | $284.0K | 0.16% | +3,100 | New |
| Private Asset Management Inc | 3,082 | $283.0K | 0.04% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 3,056 | $280.0K | 0.12% | −67−2.1% | Reduced |
| Anchor Investment Management, LLC | 3,043 | $279.0K | 0.04% | +500+19.7% | Added |
| Whittier Trust Co of Nevada Inc | 3,043 | $279.0K | 0.01% | +262+9.4% | Added |
| Mizuho Markets Cayman LP | 3,037 | $278.0K | 0.05% | +126+4.3% | Added |
| Paloma Partners Management Co | 3,023 | $277.0K | 0.01% | −226,753−98.7% | Reduced |
| Janney Capital Management LLC | 3,023 | $277.0K | 0.02% | 00.0% | Unchanged |
| Rock Creek Group, LP | 3,022 | $277.0K | 0.04% | +686+29.4% | Added |
| DT Investment Partners, LLC | 2,996 | $275.0K | 0.04% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 3,000 | $275.0K | 0.23% | 00.0% | Unchanged |
| Spirit of America Management Corp | 3,000 | $275.0K | 0.06% | +3,000 | New |
| Ssi Investment Management LLC | 2,966 | $273.0K | 0.02% | +5+0.2% | Added |
| Pinnacle Bancorp, Inc. | 2,977 | $273.0K | 0.12% | +2,680+902.4% | Added |
| Enterprise Financial Services Corp | 2,961 | $272.0K | 0.04% | −156−5.0% | Reduced |
| Norway Savings Bank | 2,957 | $271.0K | 0.13% | −75−2.5% | Reduced |
| Valmark Advisers, Inc. | 2,957 | $271.0K | 0.00% | +2,957 | New |
| Hall Capital Management Co Inc | 2,939 | $269.0K | 0.17% | +2,939 | New |
| Credential Qtrade Securities Inc. | 2,932 | $268.8K | 0.02% | −84−2.8% | Reduced |
| Zions Bancorporation, N.A. | 2,920 | $268.0K | 0.03% | −537−15.5% | Reduced |
| PNC Managed Account Solutions, Inc. | 2,927 | $268.0K | 0.05% | +2,927 | New |
| Arete Wealth Advisors, LLC | 3,595 | $267.0K | 0.04% | −1,091−23.3% | Reduced |
| Simmons Bank | 2,903 | $266.0K | 0.02% | +2,903 | New |
| Bel Air Investment Advisors LLC | 2,892 | $265.0K | 0.01% | −6,625−69.6% | Reduced |
| Wimmer Associates 1, LLC | 2,892 | $265.0K | 0.16% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 2,894 | $265.0K | 0.17% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 2,881 | $263.0K | 0.06% | −400−12.2% | Reduced |
| Leisure Capital Management | 2,871 | $263.0K | 0.15% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,862 | $262.4K | 0.08% | +2,645+1,218.9% | Added |
| Ameritas Investment Company, LLC | 568 | $261.0K | 0.01% | −7,110−92.6% | Reduced |
| Bremer Bank National Association | 2,849 | $261.0K | 0.06% | −282−9.0% | Reduced |
| Harvest Investment Services, LLC | 2,853 | $261.0K | 0.11% | −104−3.5% | Reduced |
| CVA Family Office, LLC | 2,838 | $260.0K | 0.07% | +1,207+74.0% | Added |
| Bank Ozk | 2,829 | $259.0K | 0.11% | 00.0% | Unchanged |
| RMR Wealth Builders | 2,823 | $259.0K | 0.08% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 2,810 | $258.0K | 0.05% | +2,810 | New |
| American State Bank (Iowa) | 2,808 | $257.5K | 0.20% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,776 | $255.0K | 0.18% | +36+1.3% | Added |
| Gradient Investments LLC | 2,782 | $255.0K | 0.01% | +160+6.1% | Added |
| SkyView Investment Advisors, LLC | 3,270 | $254.0K | 0.12% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,774 | $254.0K | 0.04% | +2,774 | New |
| Planned Solutions, Inc. | 2,757 | $253.0K | 0.18% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2,745 | $252.0K | 0.08% | −1,842−40.2% | Reduced |
| Capital International Sarl | 2,748 | $252.0K | 0.02% | −294−9.7% | Reduced |
| Cornerstone Wealth Management, LLC | 2,753 | $252.0K | 0.03% | +73+2.7% | Added |
| Wedge Capital Management L L P | 2,735 | $251.0K | 0.00% | −571−17.3% | Reduced |
| Hyman Charles D | 2,737 | $251.0K | 0.02% | −282−9.3% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,725 | $250.0K | 0.16% | −99−3.5% | Reduced |
| Doheny Asset Management | 2,726 | $250.0K | 0.16% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 2,724 | $250.0K | 0.02% | +37+1.4% | Added |
| Argent Advisors, Inc. | 2,715 | $249.0K | 0.15% | −135−4.7% | Reduced |
| Broadleaf Partners, LLC | 2,719 | $249.0K | 0.09% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,714 | $248.8K | 0.04% | +21+0.8% | Added |
| Cordasco Financial Network | 2,702 | $248.0K | 0.17% | −1,776−39.7% | Reduced |
| Reik & Co., LLC | 2,703 | $248.0K | 0.06% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,704 | $248.0K | 0.01% | +2,704 | New |
| Coastal Investment Advisors, Inc. | 2,700 | $248.0K | 0.06% | +2,700 | New |
| Weatherly Asset Management L. P. | 2,684 | $246.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,676 | $245.0K | 0.06% | +267+11.1% | Added |
| Wagner Wealth Management, LLC | 2,673 | $245.0K | 0.18% | +388+17.0% | Added |
| Covington Capital Management | 2,668 | $245.0K | 0.01% | +454+20.5% | Added |
| 55I, LLC | 2,677 | $245.0K | 0.01% | +2,677 | New |
| Strategic Wealth Partners, Ltd. | 2,660 | $244.0K | 0.08% | 00.0% | Unchanged |
| Eukles Asset Management | 2,638 | $242.0K | 0.13% | −4,026−60.4% | Reduced |
| Hemington Wealth Management | 2,639 | $242.0K | 0.10% | −43−1.6% | Reduced |
| Continuum Advisory, LLC | 2,628 | $241.0K | 0.07% | −157−5.6% | Reduced |
| Proequities, Inc. | 2,631 | $241.0K | 0.02% | −124−4.5% | Reduced |
| Allworth Financial LP | 2,628 | $241.0K | 0.00% | +4+0.2% | Added |
| Tatro Capital, LLC | 2,604 | $239.0K | 0.16% | −2,335−47.3% | Reduced |
| Powell Investment Advisors, LLC | 2,601 | $239.0K | 0.15% | +10+0.4% | Added |