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 National Bank of South Miami | 1,000 | $92.0K | 0.06% | 00.0% | Unchanged |
| WD Rutherford LLC | 975 | $89.0K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 970 | $89.0K | 0.03% | +432+80.3% | Added |
| Global Financial Private Client, LLC | 964 | $88.7K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 954 | $87.0K | 0.06% | +3+0.3% | Added |
| Tarbox Family Office, Inc. | 941 | $86.0K | 0.02% | +59+6.7% | Added |
| Cedar Wealth Management, LLC | 922 | $85.0K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 911 | $84.0K | 0.01% | +911 | New |
| Laffer Tengler Investments | 911 | $83.5K | 0.03% | −4,298−82.5% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 897 | $82.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 873 | $80.0K | 0.00% | +11+1.3% | Added |
| Sutton Wealth Advisors Inc. | 869 | $79.7K | 0.03% | +60+7.4% | Added |
| TSFG, LLC | 839 | $77.0K | 0.03% | +27+3.3% | Added |
| AllSquare Wealth Management LLC | 827 | $76.0K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 814 | $75.0K | 0.02% | −2−0.2% | Reduced |
| CoreFirst Bank & Trust | 811 | $74.0K | 0.05% | 00.0% | Unchanged |
| Corsicana & Co. | 807 | $74.0K | 0.05% | +807 | New |
| Brewin Dolphin Wealth Management Ltd | 800 | $73.4K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 800 | $73.0K | 0.06% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 780 | $72.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 784 | $72.0K | 0.01% | +33+4.4% | Added |
| Estabrook Capital Management | 770 | $70.6K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 752 | $69.0K | 0.01% | −13−1.7% | Reduced |
| Cedar Mountain Advisors, LLC | 755 | $69.0K | 0.02% | +2+0.3% | Added |
| Rocky Mountain Advisers, LLC | 751 | $69.0K | 0.09% | +2+0.3% | Added |
| Twin Lakes Capital Management, LLC | 720 | $66.0K | 0.04% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 698 | $64.0K | 0.01% | −214−23.5% | Reduced |
| Creative Financial Designs Inc | 701 | $64.0K | 0.01% | +1+0.1% | Added |
| M&R Capital Management Inc | 708 | $64.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 704 | $64.0K | 0.00% | +51+7.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 680 | $62.3K | 0.07% | −1,908−73.7% | Reduced |
| SOA Wealth Advisors, LLC. | 679 | $62.0K | 0.02% | −54−7.4% | Reduced |
| HHM Wealth Advisors, LLC | 680 | $62.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 663 | $61.0K | 0.03% | −37−5.3% | Reduced |
| Larson Financial Group LLC | 657 | $60.0K | 0.01% | +3+0.5% | Added |
| Paragon Wealth Strategies, LLC | 651 | $60.0K | 0.02% | +651 | New |
| LFA - Lugano Financial Advisors SA | 625 | $57.0K | 0.04% | +625 | New |
| 1832 Asset Management L.P. | 608 | $56.0K | 0.00% | −3,416,022−100.0% | Reduced |
| Hillsdale Investment Management Inc. | 600 | $55.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 600 | $55.0K | 0.04% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 597 | $55.0K | 0.03% | −10−1.6% | Reduced |
| USA Financial Portformulas Corp | 592 | $54.0K | 0.05% | −386−39.5% | Reduced |
| Crescent Capital Consulting, LLC | 594 | $54.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 601 | $54.0K | 0.03% | +76+14.5% | Added |
| Horrell Capital Management, Inc. | 583 | $53.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 581 | $53.0K | 0.06% | 00.0% | Unchanged |
| First Command Bank | 567 | $52.0K | 0.01% | −361−38.9% | Reduced |
| First Command Financial Services, Inc. | 567 | $52.0K | 0.01% | −361−38.9% | Reduced |
| Column Capital Advisors, LLC | 528 | $48.0K | 0.01% | −64−10.8% | Reduced |
| Semmax Financial Advisors Inc. | 519 | $48.0K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 513 | $47.0K | 0.01% | +71+16.1% | Added |
| Beck Bode, LLC | 500 | $46.0K | 0.01% | +500 | New |
| Horan Securities, Inc. | 490 | $45.0K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co | 496 | $45.0K | 0.00% | +396+396.0% | Added |
| Security National Trust Co | 469 | $43.0K | 0.01% | +68+17.0% | Added |
| Ten Capital Wealth Advisors, LLC | 473 | $43.0K | 0.01% | +194+69.5% | Added |
| BDO Wealth Advisors, LLC | 459 | $42.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 450 | $41.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 452 | $41.0K | 0.04% | +2+0.4% | Added |
| Mizuho Securities Co. Ltd. | 450 | $41.0K | 0.01% | +450 | New |
| Smith Asset Management Group LP | 438 | $40.0K | 0.00% | −89−16.9% | Reduced |
| Exchange Traded Concepts, LLC | 434 | $40.0K | 0.00% | +434 | New |
| Plante Moran Financial Advisors, LLC | 430 | $39.0K | 0.01% | −697−61.8% | Reduced |
| Joseph P. Lucia & Associates, LLC | 418 | $38.0K | 0.02% | +100+31.4% | Added |
| Raffa Wealth Management, LLC | 404 | $37.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 414 | $37.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 400 | $37.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 400 | $37.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 400 | $37.0K | 0.02% | +200+100.0% | Added |
| Manchester Capital Management LLC | 390 | $36.0K | 0.00% | +172+78.9% | Added |
| Baldrige Asset Management LLC | 388 | $36.0K | 0.02% | +388 | New |
| First Bank & Trust | 387 | $35.0K | 0.02% | −134−25.7% | Reduced |
| First Horizon Corp | 341 | $31.0K | 0.00% | −33−8.8% | Reduced |
| Close Asset Management Ltd | 340 | $31.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 324 | $30.0K | 0.03% | 00.0% | Unchanged |
| Cowen Prime Services LLC | 318 | $29.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 312 | $29.0K | 0.02% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 315 | $29.0K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 318 | $29.0K | 0.01% | +318 | New |
| MV Capital Management, Inc. | 305 | $28.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 306 | $28.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 300 | $28.0K | 0.02% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 300 | $28.0K | 0.02% | +300 | New |
| Charter Oak Capital Management, LLC | 279 | $26.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 288 | $26.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 282 | $26.0K | 0.00% | +282 | New |
| Pacifica Partners Inc. | 269 | $24.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 263 | $24.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 250 | $22.0K | 0.00% | +250 | New |
| SRS Capital Advisors, Inc. | 227 | $21.0K | 0.00% | +227 | New |
| Addison Advisors LLC | 232 | $21.0K | 0.02% | +232 | New |
| Sugarloaf Wealth Management, LLC | 206 | $19.0K | 0.01% | −31−13.1% | Reduced |
| Phoenix Wealth Advisors | 215 | $19.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 198 | $18.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 195 | $18.0K | 0.02% | +195 | New |
| Castleview Partners, LLC | 200 | $18.0K | 0.01% | +200 | New |
| Cypress Point Wealth Management, LLC | 200 | $18.0K | 0.01% | +200 | New |
| Simon Quick Advisors, LLC | 190 | $17.0K | 0.00% | +88+86.3% | Added |
| Sound Income Strategies, LLC | 187 | $17.0K | 0.00% | +110+142.9% | Added |