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 | 2,514 | $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 |
|---|---|---|---|---|---|
| Bridgecreek Investment Management, LLC | 188,560 | $17.3M | 2.51% | −16,400−8.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 186,489 | $17.1M | 0.19% | −1,193−0.6% | Reduced |
| Moody National Bank Trust Division | 184,134 | $16.9M | 0.35% | −1,020−0.6% | Reduced |
| TPI Fund Managers Ltd | 183,559 | $16.8M | 2.32% | +183,559 | New |
| Marshall Wace, LLP | 182,412 | $16.7M | 0.09% | +182,412 | New |
| Hexavest Inc. | 182,073 | $16.7M | 0.82% | −29,782−14.1% | Reduced |
| Gillson Capital LP | 181,970 | $16.7M | 1.56% | −9,776−5.1% | Reduced |
| American National Insurance Co | 180,470 | $16.5M | 0.62% | −270−0.1% | Reduced |
| CIBC Asset Management Inc | 180,113 | $16.5M | 0.07% | +4,347+2.5% | Added |
| Metropolitan Life Insurance Co | 178,969 | $16.4M | 0.23% | −4,339−2.4% | Reduced |
| BP PLC | 178,545 | $16.4M | 0.70% | −63,900−26.4% | Reduced |
| Nicola Wealth Management Ltd. | 178,000 | $16.3M | 1.67% | −3,000−1.7% | Reduced |
| Carlson Capital L P | 177,257 | $16.3M | 0.78% | +125,757+244.2% | Added |
| Kames Capital plc | 176,470 | $16.2M | 0.23% | +176,470 | New |
| Mirae Asset Global Investments Co., Ltd. | 176,269 | $16.2M | 0.05% | −4,312−2.4% | Reduced |
| Sit Investment Associates Inc | 172,535 | $15.8M | 0.39% | +8,715+5.3% | Added |
| Bailard, Inc. | 171,321 | $15.7M | 0.54% | +4,337+2.6% | Added |
| Edgar Lomax Co | 170,875 | $15.7M | 0.97% | −6,600−3.7% | Reduced |
| Erste Asset Management GmbH | 167,610 | $15.2M | 0.30% | +35,632+27.0% | Added |
| Achmea Investment Management B.V. | 164,628 | $15.1M | 0.51% | −92,241−35.9% | Reduced |
| Granite Investment Advisors, LLC | 164,625 | $15.1M | 2.36% | +504+0.3% | Added |
| Hartford Investment Management Co | 164,347 | $15.1M | 0.37% | −5,023−3.0% | Reduced |
| Maltese Capital Management LLC | 162,515 | $14.9M | 2.37% | −22,500−12.2% | Reduced |
| Edge Capital Group, LLC | 161,698 | $14.8M | 1.19% | −3,993−2.4% | Reduced |
| Pittenger & Anderson Inc | 161,374 | $14.8M | 0.76% | +1,075+0.7% | Added |
| Kiwi Wealth Investments Limited Partnership | 160,274 | $14.7M | 0.76% | +30,751+23.7% | Added |
| Pacific Heights Asset Management LLC | 160,000 | $14.7M | 1.34% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 159,516 | $14.6M | 0.45% | −19,688−11.0% | Reduced |
| Gratus Capital LLC | 158,646 | $14.5M | 1.61% | +14,777+10.3% | Added |
| Peapack Gladstone Financial Corp | 158,089 | $14.5M | 0.35% | +738+0.5% | Added |
| Matrix Asset Advisors Inc | 157,791 | $14.5M | 2.08% | −2,976−1.9% | Reduced |
| Bank of the West | 154,971 | $14.2M | 1.45% | −13,243−7.9% | Reduced |
| Wade G W & Inc | 154,401 | $14.2M | 0.68% | +93,601+153.9% | Added |
| Marvin & Palmer Associates Inc | 150,932 | $13.8M | 5.66% | −1,609−1.1% | Reduced |
| Ziegler Capital Management, LLC | 149,956 | $13.8M | 0.46% | −61,341−29.0% | Reduced |
| Ci Investments Inc. | 149,641 | $13.7M | 0.05% | +145,804+3,799.9% | Added |
| Burney Co | 148,037 | $13.6M | 0.63% | +4,623+3.2% | Added |
| Nissay Asset Management Corp | 147,511 | $13.5M | 0.12% | +11,143+8.2% | Added |
| Andra AP-fonden | 147,311 | $13.5M | 0.28% | −47,500−24.4% | Reduced |
| Daiwa Securities Group Inc. | 142,006 | $13.3M | 0.09% | −3,527−2.4% | Reduced |
| Brookfield Asset Management Inc. | 142,729 | $13.1M | 0.06% | +106,348+292.3% | Added |
| Hourglass Capital, LLC | 140,489 | $12.9M | 3.00% | +520.0% | Added |
| Credit Agricole S A | 136,478 | $12.5M | 0.42% | −12,772−8.6% | Reduced |
| BTC Capital Management, Inc. | 135,669 | $12.5M | 1.42% | −13,853−9.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 135,623 | $12.4M | 0.49% | +3,913+3.0% | Added |
| Lowe Brockenbrough & Co Inc | 135,486 | $12.4M | 1.12% | +2,385+1.8% | Added |
| Crestwood Advisors Group LLC | 134,863 | $12.4M | 0.36% | +95,513+242.7% | Added |
| Brinker Capital Investments, LLC | 131,797 | $12.1M | 0.16% | +54,424+70.3% | Added |
| Mount Lucas Management LP | 131,713 | $12.1M | 3.55% | +66,534+102.1% | Added |
| Greenwood Capital Associates LLC | 129,232 | $11.8M | 1.79% | −2,491−1.9% | Reduced |
| Leuthold Group, LLC | 128,063 | $11.7M | 1.44% | −2,469−1.9% | Reduced |
| Telos Capital Management, Inc. | 127,954 | $11.7M | 1.55% | +12,467+10.8% | Added |
| Xponance, Inc. | 127,803 | $11.7M | 0.22% | +460+0.4% | Added |
| Morgan Stanley | 126,869 | $11.6M | 0.00% | +53,315+72.5% | Added |
| Securian Asset Management, Inc | 125,532 | $11.5M | 0.23% | −1,696−1.3% | Reduced |
| Hudson Bay Capital Management LP | 125,001 | $11.5M | 0.14% | −25,000−16.7% | Reduced |
| Shelton Capital Management | 124,795 | $11.4M | 0.43% | −69,961−35.9% | Reduced |
| General Pension Society PZU Joint Stock Co | 124,369 | $11.4M | 3.51% | 00.0% | Unchanged |
| Blair William & Co | 122,850 | $11.3M | 0.04% | −8,323−6.3% | Reduced |
| Brightworth | 122,427 | $11.2M | 0.96% | +2,197+1.8% | Added |
| Socorro Asset Management LP | 121,660 | $11.2M | 3.64% | +49,715+69.1% | Added |
| Scotia Capital Inc. | 120,047 | $11.0M | 0.08% | +20,947+21.1% | Added |
| Grassi Investment Management | 118,950 | $10.9M | 1.18% | 00.0% | Unchanged |
| Swarthmore Group Inc | 116,208 | $10.7M | 2.75% | −27,717−19.3% | Reduced |
| Marshall Wace North America L.P. | 116,093 | $10.6M | 0.04% | +14,930+14.8% | Added |
| Captrust Financial Advisors | 114,792 | $10.5M | 0.10% | +4,869+4.4% | Added |
| Gemsstock Limited | 114,600 | $10.5M | 3.31% | −83,200−42.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 114,160 | $10.5M | 0.05% | +4,537+4.1% | Added |
| Argent Trust Co | 113,855 | $10.4M | 0.69% | +1,466+1.3% | Added |
| Howe & Rusling Inc | 113,412 | $10.4M | 1.31% | −21,381−15.9% | Reduced |
| Barometer Capital Management Inc. | 113,385 | $10.3M | 1.97% | −14,055−11.0% | Reduced |
| MML Investors Services, LLC | 112,386 | $10.3M | 0.09% | +10,759+10.6% | Added |
| Motco | 111,185 | $10.2M | 0.67% | −3,422−3.0% | Reduced |
| Pendal Group Limited | 111,110 | $10.2M | 0.09% | +111,110 | New |
| Core Alternative Capital | 110,621 | $10.1M | 2.36% | −1,437−1.3% | Reduced |
| St Germain D J Co Inc | 110,510 | $10.1M | 0.64% | +67+0.1% | Added |
| Myriad Asset Management Ltd. | 109,104 | $10.0M | 0.76% | +109,104 | New |
| Wolverine Trading, LLC | 109,820 | $9.95M | 0.27% | +54,690+99.2% | Added |
| BBVA USA | 108,188 | $9.92M | 0.55% | +108,188 | New |
| Northwestern Mutual Wealth Management Co | 106,588 | $9.77M | 0.02% | +69,765+189.5% | Added |
| Becker Capital Management Inc | 105,544 | $9.68M | 0.41% | −3,049−2.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 105,345 | $9.66M | 0.22% | +12,742+13.8% | Added |
| Creative Planning | 104,023 | $9.54M | 0.02% | −14,900−12.5% | Reduced |
| Wealthfront Advisers LLC | 103,701 | $9.51M | 0.05% | +6,899+7.1% | Added |
| Maryland State Retirement & Pension System | 105,220 | $9.49M | 0.31% | −2,205−2.1% | Reduced |
| Montag A & Associates Inc | 103,117 | $9.46M | 0.50% | −9,456−8.4% | Reduced |
| Amica Mutual Insurance Co | 102,944 | $9.44M | 1.00% | +45,298+78.6% | Added |
| White Pine Investment CO | 102,218 | $9.37M | 3.23% | −9,126−8.2% | Reduced |
| Flputnam Investment Management Co | 101,850 | $9.34M | 0.32% | +11,216+12.4% | Added |
| People's United Financial, Inc. | 101,802 | $9.33M | 0.21% | −1,158−1.1% | Reduced |
| Tdam USA Inc. | 96,167 | $9.23M | 0.57% | −47,793−33.2% | Reduced |
| New Mexico Educational Retirement Board | 100,010 | $9.17M | 0.31% | +9,600+10.6% | Added |
| Jupiter Wealth Management LLC | 91,339 | $9.11M | 4.36% | −6,291−6.4% | Reduced |
| Elo Mutual Pension Insurance Co | 98,825 | $9.06M | 0.30% | −2,671−2.6% | Reduced |
| Prospera Financial Services Inc | 98,415 | $9.02M | 0.45% | +88,842+928.0% | Added |
| Cornerstone Advisors, LLC | 98,000 | $8.99M | 0.53% | +60,000+157.9% | Added |
| Dowling & Yahnke LLC | 97,192 | $8.91M | 0.51% | +1,398+1.5% | Added |
| Banco Santander, S.A. | 96,607 | $8.86M | 0.05% | −1,043−1.1% | Reduced |
| Pacer Advisors, Inc. | 96,475 | $8.85M | 0.13% | +1,534+1.6% | Added |
| Twin Capital Management Inc | 93,808 | $8.60M | 0.79% | +3,460+3.8% | Added |