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 |
|---|---|---|---|---|---|
| First Foundation Advisors | 2,604 | $239.0K | 0.01% | +2,604 | New |
| Sompo Asset Management Co., Ltd. | 2,600 | $238.0K | 0.05% | +2,600 | New |
| Raab & Moskowitz Asset Management LLC | 2,575 | $236.0K | 0.09% | −200−7.2% | Reduced |
| Keystone Financial Group | 2,546 | $233.0K | 0.04% | +2,546 | New |
| Humankind Investments LLC | 2,539 | $233.0K | 0.11% | +2,539 | New |
| McLean Asset Management Corp | 2,536 | $231.0K | 0.10% | +51+2.1% | Added |
| Echo Street Capital Management LLC | 2,508 | $230.0K | 0.00% | −4,802−65.7% | Reduced |
| Univest Financial Corp | 2,507 | $230.0K | 0.06% | +2,507 | New |
| Summit Global Investments | 2,513 | $230.0K | 0.01% | +2,513 | New |
| Highlander Capital Management, LLC | 2,500 | $229.0K | 0.11% | −500−16.7% | Reduced |
| Beck Mack & Oliver LLC | 2,500 | $229.0K | 0.01% | +2,500 | New |
| Brandywine Oak Private Wealth LLC | 2,507 | $229.0K | 0.03% | +2,507 | New |
| Clear Creek Financial Management, LLC | 2,500 | $229.0K | 0.04% | +2,500 | New |
| Fiduciary Group LLC | 2,370 | $228.0K | 0.03% | +2,370 | New |
| Freestone Capital Holdings, LLC | 2,474 | $227.0K | 0.01% | +2,474 | New |
| FinTrust Capital Advisors, LLC | 2,468 | $226.0K | 0.06% | +2+0.1% | Added |
| Compagnie Lombard Odier SCmA | 2,466 | $225.0K | 0.00% | +1,666+208.3% | Added |
| Sargent Bickham Lagudis LLC | 2,442 | $224.0K | 0.02% | +25+1.0% | Added |
| Chesapeake Wealth Management | 2,431 | $223.0K | 0.07% | −165−6.4% | Reduced |
| REDW Wealth LLC | 2,433 | $223.0K | 0.07% | +2,433 | New |
| Aaron Wealth Advisors | 2,433 | $223.0K | 0.07% | +2,433 | New |
| Boston Trust Walden Corp | 2,423 | $222.0K | 0.00% | +2,423 | New |
| Haverford Trust Co | 2,395 | $220.0K | 0.00% | +2,395 | New |
| Focused Wealth Management, Inc | 2,389 | $219.0K | 0.04% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,380 | $219.0K | 0.04% | +2,380 | New |
| Neumann Capital Management, LLC | 2,370 | $217.0K | 0.10% | +2,370 | New |
| AGF Investments LLC | 2,343 | $215.0K | 0.02% | +55+2.4% | Added |
| Sand Hill Global Advisors, LLC | 2,346 | $215.0K | 0.01% | +2,346 | New |
| Oakworth Capital, Inc. | 2,330 | $214.0K | 0.02% | −1,204−34.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,330 | $214.0K | 0.03% | +2,330 | New |
| Essex Savings Bank | 2,350 | $214.0K | 0.08% | +2,350 | New |
| Rockland Trust Co | 2,330 | $213.0K | 0.01% | +2,330 | New |
| Karpas Strategies, LLC | 2,320 | $213.0K | 0.08% | +2,320 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,315 | $212.0K | 0.01% | +2,315 | New |
| Beta Wealth Group, Inc. | 2,300 | $211.0K | 0.15% | +2,300 | New |
| Clarity Financial LLC | 2,304 | $211.0K | 0.04% | +2,304 | New |
| Change Path, LLC | 2,295 | $210.0K | 0.01% | +2,295 | New |
| Firestone Capital Management | 2,277 | $209.0K | 0.08% | +10.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,284 | $209.0K | 0.07% | +2,284 | New |
| Hodges Capital Management Inc. | 2,270 | $208.0K | 0.02% | +2,270 | New |
| Clare Market Investments LLC | 2,254 | $206.7K | 0.07% | +2,254 | New |
| LCNB Corp | 2,244 | $206.0K | 0.10% | +2,244 | New |
| Berman Capital Advisors, LLC | 2,250 | $205.0K | 0.03% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,238 | $205.0K | 0.01% | +2,238 | New |
| Mission Wealth Management, LP | 2,233 | $205.0K | 0.01% | +2,233 | New |
| Roundview Capital LLC | 2,224 | $204.0K | 0.02% | +2,224 | New |
| Capital Advisors Inc | 2,201 | $202.0K | 0.01% | −1,286−36.9% | Reduced |
| Groesbeck Investment Management Corp | 2,200 | $202.0K | 0.26% | +2,200 | New |
| Beaumont Financial Partners, LLC | 2,188 | $201.0K | 0.02% | −475−17.8% | Reduced |
| Fieldpoint Private Securities, LLC | 1,971 | $201.0K | 0.04% | −77−3.8% | Reduced |
| Cambria Investment Management, L.P. | 2,194 | $201.0K | 0.03% | +2,194 | New |
| Ellsworth Advisors, LLC | 2,195 | $201.0K | 0.10% | +2,195 | New |
| Sandy Spring Bank | 2,170 | $199.0K | 0.01% | −230−9.6% | Reduced |
| Prestige Wealth Management Group LLC | 2,097 | $192.0K | 0.05% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2,070 | $190.0K | 0.03% | +131+6.8% | Added |
| Interactive Financial Advisors | 2,000 | $183.0K | 0.07% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,962 | $180.0K | 0.14% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,937 | $178.0K | 0.02% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,918 | $176.0K | 0.01% | −3,634−65.5% | Reduced |
| Endurance Wealth Management, Inc. | 1,916 | $175.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 1,842 | $169.0K | 0.04% | +1,835+26,214.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,729 | $159.0K | 0.00% | −39,672−95.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,708 | $157.0K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,689 | $155.0K | 0.02% | +7+0.4% | Added |
| Key Financial Inc | 1,584 | $152.0K | 0.08% | +200+14.5% | Added |
| First Manhattan Co | 1,641 | $150.0K | 0.00% | +76+4.9% | Added |
| Eagle Bay Advisors LLC | 1,621 | $148.0K | 0.12% | +1,621 | New |
| Lindbrook Capital, LLC | 1,604 | $147.0K | 0.03% | −22−1.4% | Reduced |
| Edge Wealth Management LLC | 1,600 | $147.0K | 0.03% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 1,545 | $142.0K | 0.04% | +1,545 | New |
| Vectors Research Management, LLC | 1,503 | $138.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,483 | $136.0K | 0.01% | −2−0.1% | Reduced |
| Cranbrook Wealth Management, LLC | 1,460 | $134.0K | 0.03% | −36−2.4% | Reduced |
| Arkadios Wealth Advisors | 1,385 | $127.0K | 0.02% | +60+4.5% | Added |
| Global Retirement Partners, LLC | 1,380 | $127.0K | 0.01% | +299+27.7% | Added |
| Carolinas Wealth Consulting LLC | 1,375 | $126.0K | 0.03% | −366−21.0% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,612 | $125.0K | 0.01% | −1,612−50.0% | Reduced |
| Silvant Capital Management LLC | 1,357 | $124.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,328 | $122.0K | 0.05% | −100−7.0% | Reduced |
| Burleson & Company, LLC | 1,316 | $121.0K | 0.02% | +3+0.2% | Added |
| Gleason Group, Inc. | 1,317 | $121.0K | 0.04% | +5+0.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,296 | $119.0K | 0.00% | +80+6.6% | Added |
| Hexagon Capital Partners LLC | 1,296 | $119.0K | 0.03% | +182+16.3% | Added |
| Dividend Assets Capital, LLC | 1,267 | $116.0K | 0.02% | −200−13.6% | Reduced |
| Adell Harriman & Carpenter Inc | 1,213 | $111.2K | 0.01% | +1,213 | New |
| Prentice Wealth Management LLC | 1,206 | $111.0K | 0.06% | −16−1.3% | Reduced |
| Evolution Wealth Advisors, LLC | 1,215 | $111.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,214 | $111.0K | 0.04% | +20+1.7% | Added |
| Sonora Investment Management, LLC | 1,151 | $106.0K | 0.01% | +96+9.1% | Added |
| Jacobi Capital Management LLC | 1,158 | $106.0K | 0.01% | +227+24.4% | Added |
| West Paces Advisors Inc. | 1,139 | $104.4K | 0.04% | +45+4.1% | Added |
| Clearview Wealth Advisors LLC | 1,135 | $104.0K | 0.06% | +629+124.3% | Added |
| Resources Management Corp | 1,109 | $102.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,116 | $102.0K | 0.01% | +323+40.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,104 | $101.0K | 0.07% | +1,000+961.5% | Added |
| Bogart Wealth, LLC | 1,084 | $99.0K | 0.01% | −55,171−98.1% | Reduced |
| Capital Advisors, Ltd. LLC | 1,081 | $99.0K | 0.02% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,084 | $99.0K | 0.06% | +5+0.5% | Added |
| Bay Harbor Wealth Management, LLC | 1,041 | $95.0K | 0.04% | +6+0.6% | Added |
| Tradition Wealth Management, LLC | 1,016 | $93.0K | 0.01% | 00.0% | Unchanged |