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; 2,745 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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Savior LLC | 179 | $16.0K | 0.01% | −151−45.8% | Reduced |
| Hanson & Doremus Investment Management | 312 | $15.0K | 0.00% | −7−2.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 167 | $15.0K | 0.01% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 168 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 156 | $14.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 155 | $14.0K | 0.01% | +40+34.8% | Added |
| Front Row Advisors LLC | 128 | $13.0K | 0.01% | −2−1.5% | Reduced |
| Holloway Wealth Management, LLC | – | $13.0K | 0.00% | – | New |
| Ironwood Financial, llc | 128 | $12.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 127 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 123 | $11.0K | 0.00% | +123 | New |
| Itau Unibanco Holding S.A. | 110 | $10.0K | 0.00% | −99,890−99.9% | Reduced |
| Laurel Wealth Advisors LLC | 104 | $10.0K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 105 | $10.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 85 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 84 | $8.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 83 | $8.00K | 0.00% | +68+453.3% | Added |
| Activest Wealth Management | 90 | $8.00K | 0.01% | +90 | New |
| KB Financial Partners, LLC | 72 | $7.00K | 0.00% | −312−81.3% | Reduced |
| Accel Wealth Management | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 77 | $7.00K | 0.00% | +77 | New |
| Halpern Financial, Inc. | 67 | $6.14K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 70 | $6.00K | 0.00% | −200−74.1% | Reduced |
| Hoover Financial Advisors, Inc. | 64 | $6.00K | 0.00% | −36−36.0% | Reduced |
| Liberty Wealth Management LLC | 56 | $5.00K | 0.00% | −50−47.2% | Reduced |
| James Investment Research Inc | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 35 | $3.00K | 0.00% | −200−85.1% | Reduced |
| Globeflex Capital L P | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 35 | $3.00K | 0.00% | +16+84.2% | Added |
| Newbridge Financial Services Group, Inc. | 35 | $3.00K | 0.00% | +27+337.5% | Added |
| C M Bidwell & Associates Ltd | 34 | $3.00K | 0.00% | +34 | New |
| Acima Private Wealth, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 25 | $2.00K | 0.00% | +25 | New |
| Wealth Quarterback LLC | 15 | $2.00K | 0.00% | +15 | New |
| WestEnd Advisors, LLC | – | $1.56K | 0.00% | – | New |
| JJJ Advisors Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Kelly Financial Services LLC | 38,046 | $415 | 0.02% | +37,631+9,067.7% | Added |
| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 53 | – | – | −4−7.0% | Reduced |
| Westside Investment Management, Inc. | 500 | – | – | −400−44.4% | Reduced |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −2,242,094−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −577,622−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −468,111−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −422,905−100.0% | Sold out |
| Poplar Forest Capital LLC | 0 | $0 | 0.00% | −359,659−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −236,551−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −219,055−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −196,852−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −152,963−100.0% | Sold out |
| Capital Growth Management LP | 0 | $0 | 0.00% | −145,000−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −131,877−100.0% | Sold out |
| Banco de Sabadell, S.A | 0 | $0 | 0.00% | −104,465−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −98,714−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −79,139−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −73,037−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −71,203−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −63,001−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −62,707−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −59,495−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −60,555−100.0% | Sold out |
| Miura Global Management, LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −52,312−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −46,454−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −43,045−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −36,867−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −36,325−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −29,126−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −27,052−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −21,663−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −20,900−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −18,842−100.0% | Sold out |
| Cloverfields Capital Group, LP | 0 | $0 | 0.00% | −18,288−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −14,742−100.0% | Sold out |
| NatWest Group plc | 0 | $0 | 0.00% | −11,950−100.0% | Sold out |
| Kirkoswald Asset Management LLC | 0 | $0 | 0.00% | −11,842−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −11,533−100.0% | Sold out |
| Columbia Asset Management | 0 | $0 | 0.00% | −11,534−100.0% | Sold out |
| A.R.T. Advisors, LLC | 0 | $0 | 0.00% | −10,288−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −10,273−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,088−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −9,106−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −8,920−100.0% | Sold out |
| Sumitomo Mitsui Financial Group, Inc. | 0 | $0 | 0.00% | −8,725−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −8,737−100.0% | Sold out |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −8,535−100.0% | Sold out |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −8,397−100.0% | Sold out |