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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 92,992 | $8.53M | 0.35% | −32,629−26.0% | Reduced |
| Louisiana State Employees Retirement System | 92,800 | $8.51M | 0.21% | −200−0.2% | Reduced |
| Winslow Capital Management, LLC | 92,097 | $8.44M | 0.03% | −802,024−89.7% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 92,023 | $8.44M | 0.13% | +18,092+24.5% | Added |
| American Assets Investment Management, LLC | 92,000 | $8.44M | 1.10% | 00.0% | Unchanged |
| Telemus Capital, LLC | 91,337 | $8.38M | 0.60% | −216−0.2% | Reduced |
| Nicholas Investment Partners, LP | 90,000 | $8.25M | 0.52% | +65,000+260.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 89,922 | $8.24M | 0.20% | +2,185+2.5% | Added |
| Ashfield Capital Partners, LLC | 86,758 | $7.96M | 0.57% | +5,839+7.2% | Added |
| Kentucky Retirement Systems | 86,676 | $7.95M | 0.38% | −5,669−6.1% | Reduced |
| Cito Capital Group, LLC | 86,028 | $7.89M | 3.55% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 86,009 | $7.89M | 1.50% | −1,679−1.9% | Reduced |
| Brown Advisory Inc | 85,929 | $7.88M | 0.01% | +132+0.2% | Added |
| YHB Investment Advisors, Inc. | 85,927 | $7.88M | 0.67% | +9,832+12.9% | Added |
| Thompson Siegel & Walmsley LLC | 85,800 | $7.87M | 0.11% | +19,992+30.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 85,604 | $7.85M | 0.05% | +3,609+4.4% | Added |
| Walleye Capital LLC | 84,330 | $7.73M | 0.28% | +3,866+4.8% | Added |
| Schonfeld Strategic Advisors LLC | 83,631 | $7.67M | 0.09% | −255,373−75.3% | Reduced |
| Burns J W & Co Inc | 83,286 | $7.64M | 1.20% | +270+0.3% | Added |
| Gibraltar Capital Management, Inc. | 86,521 | $7.58M | 3.79% | +2,815+3.4% | Added |
| Simplex Trading, LLC | 82,188 | $7.54M | 0.27% | +82,188 | New |
| Ninety One North America, Inc. | 82,062 | $7.52M | 0.35% | −53,144−39.3% | Reduced |
| D L Carlson Investment Group Inc | 81,706 | $7.49M | 1.30% | +141+0.2% | Added |
| Pinebridge Investments, L.P. | 81,534 | $7.48M | 0.09% | −1,524−1.8% | Reduced |
| First Citizens Bank & Trust Co | 81,182 | $7.44M | 0.35% | −4,824−5.6% | Reduced |
| Ieq Capital, LLC | 81,143 | $7.44M | 0.22% | +513+0.6% | Added |
| Ossiam | 77,427 | $7.43M | 0.20% | −218,253−73.8% | Reduced |
| Capital Analysts, LLC | 80,364 | $7.37M | 0.49% | +1,028+1.3% | Added |
| NorthCoast Asset Management LLC | 80,102 | $7.35M | 0.26% | +4,797+6.4% | Added |
| Westbourne Investment Advisors, Inc. | 79,023 | $7.25M | 3.28% | +776+1.0% | Added |
| Advisors Asset Management, Inc. | 78,461 | $7.19M | 0.10% | +9,304+13.5% | Added |
| First National Bank of Omaha | 91,609 | $7.12M | 0.37% | 00.0% | Unchanged |
| Cutler Group LP | 76,573 | $7.02M | 0.52% | +74,766+4,137.6% | Added |
| Twinbeech Capital LP | 76,025 | $6.97M | 0.85% | −18,118−19.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 75,913 | $6.96M | 0.42% | +6,100+8.7% | Added |
| Connors Investor Services Inc | 75,481 | $6.92M | 0.72% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 75,152 | $6.89M | 3.39% | −960−1.3% | Reduced |
| Crestline Management, LP | 75,000 | $6.88M | 0.59% | +75,000 | New |
| D.A. Davidson & Co. | 74,714 | $6.85M | 0.08% | +748+1.0% | Added |
| Chemung Canal Trust Co | 73,718 | $6.76M | 1.29% | −7,170−8.9% | Reduced |
| Catalyst Capital Advisors LLC | 72,800 | $6.67M | 0.33% | −2,200−2.9% | Reduced |
| Kestra Advisory Services, LLC | 72,305 | $6.63M | 0.08% | +2,451+3.5% | Added |
| Baugh & Associates, LLC | 70,528 | $6.47M | 4.01% | −675−0.9% | Reduced |
| Banque Pictet & Cie SA | 69,422 | $6.37M | 0.07% | −84−0.1% | Reduced |
| German American Bancorp, Inc. | 69,080 | $6.33M | 1.00% | −30,514−30.6% | Reduced |
| Kings Point Capital Management | 68,931 | $6.32M | 0.58% | +4,263+6.6% | Added |
| Prelude Capital Management, LLC | 68,389 | $6.27M | 0.35% | −23,308−25.4% | Reduced |
| Avitas Wealth Management LLC | 67,869 | $6.22M | 1.11% | +1,651+2.5% | Added |
| Oppenheimer & Co Inc | 67,648 | $6.20M | 0.11% | −1,219−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 67,595 | $6.20M | 0.11% | −435−0.6% | Reduced |
| Oliver Luxxe Assets LLC | 67,548 | $6.19M | 1.70% | −1,683−2.4% | Reduced |
| Appleton Partners Inc | 66,647 | $6.11M | 0.52% | +15,916+31.4% | Added |
| Engineers Gate Manager LP | 66,468 | $6.09M | 0.39% | −96,115−59.1% | Reduced |
| Old Second National Bank of Aurora | 65,986 | $6.05M | 1.66% | +15,124+29.7% | Added |
| Integrated Advisors Network LLC | 65,683 | $6.02M | 0.44% | +765+1.2% | Added |
| Prime Capital Investment Advisors, LLC | 64,754 | $5.94M | 0.34% | +14,402+28.6% | Added |
| Cetera Investment Advisers | 64,568 | $5.92M | 0.10% | −4,032−5.9% | Reduced |
| Principal Street Partners, LLC | 64,337 | $5.90M | 1.56% | −123,084−65.7% | Reduced |
| Meyer Handelman Co | 63,542 | $5.83M | 0.23% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 63,384 | $5.81M | 0.07% | +1,238+2.0% | Added |
| Nippon Life Global Investors Americas, Inc. | 63,190 | $5.79M | 0.29% | +63,190 | New |
| Ameritas Investment Partners, Inc. | 62,865 | $5.76M | 0.21% | −485−0.8% | Reduced |
| Alberta Investment Management Corp | 62,600 | $5.74M | 0.05% | −132,800−68.0% | Reduced |
| Meeder Asset Management Inc | 62,322 | $5.71M | 0.27% | +173+0.3% | Added |
| Assetmark, Inc | 62,105 | $5.69M | 0.03% | +1,614+2.7% | Added |
| Iowa State Bank | 61,757 | $5.66M | 1.59% | −397−0.6% | Reduced |
| MainStreet Investment Advisors LLC | 60,839 | $5.58M | 0.48% | −5,241−7.9% | Reduced |
| Glenview Trust Co | 60,275 | $5.53M | 0.21% | +275+0.5% | Added |
| Full18 Capital LLC | 60,103 | $5.51M | 2.29% | −8,496−12.4% | Reduced |
| Canandaigua National Corp | 59,794 | $5.48M | 0.89% | +9,697+19.4% | Added |
| Oak Harvest Investment Services | 58,954 | $5.41M | 1.78% | −454−0.8% | Reduced |
| Wills Financial Group, Inc. | 58,245 | $5.34M | 2.31% | +530+0.9% | Added |
| Mirabella Financial Services LLP | 19,903 | $5.32M | 1.02% | −17,684−47.0% | Reduced |
| Alerus Financial NA | 57,500 | $5.27M | 0.53% | +2,977+5.5% | Added |
| Benson Investment Management Company, Inc. | 57,341 | $5.26M | 2.68% | +685+1.2% | Added |
| Bluefin Capital Management, LLC | 56,296 | $5.16M | 0.36% | +51,896+1,179.5% | Added |
| Spectrum Management Group, LLC | 56,269 | $5.16M | 0.91% | +5,583+11.0% | Added |
| Stephens Inc | 55,690 | $5.11M | 0.08% | +4,891+9.6% | Added |
| Northern Oak Wealth Management Inc | 55,637 | $5.10M | 0.62% | +1,429+2.6% | Added |
| Atria Investments LLC | 55,448 | $5.08M | 0.10% | +9,715+21.2% | Added |
| K.J. Harrison & Partners Inc | 55,350 | $5.08M | 0.73% | +7,800+16.4% | Added |
| First Hawaiian Bank | 55,128 | $5.05M | 0.21% | −7,871−12.5% | Reduced |
| HAP Trading, LLC | 53,990 | $4.95M | 0.31% | +53,990 | New |
| Banque Cantonale Vaudoise | 53,951 | $4.95M | 0.22% | +26,490+96.5% | Added |
| Advisor Partners LLC | 53,609 | $4.91M | 0.32% | −780−1.4% | Reduced |
| Mark Stevens | 52,395 | $4.80M | 0.53% | −5,925−10.2% | Reduced |
| Baxter Bros Inc | 51,867 | $4.76M | 0.75% | +1,907+3.8% | Added |
| Coldstream Capital Management Inc | 51,609 | $4.73M | 0.19% | −192−0.4% | Reduced |
| Consolidated Investment Group LLC | 51,600 | $4.73M | 0.79% | +12,000+30.3% | Added |
| NWK Group, Inc. | 51,062 | $4.68M | 1.87% | +108+0.2% | Added |
| Regent Investment Management LLC | 50,880 | $4.67M | 1.09% | −2,665−5.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 50,790 | $4.66M | 0.38% | +1,957+4.0% | Added |
| Modera Wealth Management, LLC | 50,273 | $4.61M | 0.25% | +185+0.4% | Added |
| Washington Trust Bank | 50,062 | $4.59M | 0.54% | −113−0.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 49,903 | $4.58M | 0.80% | +850+1.7% | Added |
| Argus Investors' Counsel, Inc. | 49,700 | $4.56M | 1.85% | −7,000−12.3% | Reduced |
| FDx Advisors, Inc. | 49,541 | $4.54M | 0.15% | −9,293−15.8% | Reduced |
| Odey Asset Management Group Ltd | 49,400 | $4.53M | 1.02% | −27,700−35.9% | Reduced |
| Heritage Trust Co | 49,389 | $4.53M | 0.65% | −2,924−5.6% | Reduced |
| Jefferies Group LLC | 49,145 | $4.51M | 0.08% | −3,784−7.1% | Reduced |