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 |
|---|---|---|---|---|---|
| Corient Capital Partners, LLC | 48,989 | $4.49M | 0.33% | −2,890−5.6% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 48,897 | $4.48M | 0.43% | +48,897 | New |
| Arrow Financial Corp | 48,687 | $4.46M | 0.57% | −1,268−2.5% | Reduced |
| Albion Financial Group | 48,133 | $4.41M | 0.38% | +48,133 | New |
| Institutional & Family Asset Management, LLC | 47,989 | $4.40M | 0.73% | −7,707−13.8% | Reduced |
| Cumberland Partners Ltd | 47,929 | $4.39M | 0.34% | +9,475+24.6% | Added |
| SkyOak Wealth, LLC | 47,418 | $4.35M | 1.16% | +61+0.1% | Added |
| Elk River Wealth Management, LLC | 47,201 | $4.33M | 1.12% | +2,096+4.6% | Added |
| Level Four Advisory Services, LLC | 47,007 | $4.31M | 0.30% | +341+0.7% | Added |
| Neville Rodie & Shaw Inc | 46,698 | $4.28M | 0.33% | +14,408+44.6% | Added |
| Ninety One SA (PTY) Ltd | 47,083 | $4.28M | 1.57% | −4,896−9.4% | Reduced |
| CWM, LLC | 46,331 | $4.25M | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 46,226 | $4.24M | 0.30% | +2,294+5.2% | Added |
| Teza Capital Management LLC | 46,034 | $4.22M | 0.68% | −43,781−48.7% | Reduced |
| Cigna Investments Inc | 45,836 | $4.20M | 0.30% | −7,439−14.0% | Reduced |
| Tocqueville Asset Management L.P. | 45,834 | $4.20M | 0.06% | +2,503+5.8% | Added |
| Veritable, L.P. | 45,794 | $4.20M | 0.07% | +407+0.9% | Added |
| Usca Ria LLC | 45,479 | $4.17M | 0.25% | +2,745+6.4% | Added |
| Norinchukin Bank, The | 45,355 | $4.16M | 0.06% | −969−2.1% | Reduced |
| Roanoke Asset Management Corp | 45,278 | $4.15M | 1.44% | +10,925+31.8% | Added |
| Federation des caisses Desjardins du Quebec | 45,059 | $4.13M | 0.04% | +12,045+36.5% | Added |
| Illinois Municipal Retirement Fund | 44,879 | $4.12M | 0.17% | −25,129−35.9% | Reduced |
| Massmutual Trust Co FSB | 44,637 | $4.09M | 0.17% | −236−0.5% | Reduced |
| Markston International LLC | 44,616 | $4.09M | 2.49% | −132,286−74.8% | Reduced |
| York Capital Management Global Advisors, LLC | 44,348 | $4.07M | 0.46% | +4,882+12.4% | Added |
| Joel Isaacson & Co., LLC | 44,269 | $4.06M | 0.32% | +150.0% | Added |
| Mayflower Financial Advisors, LLC | 44,073 | $4.04M | 0.57% | +18,388+71.6% | Added |
| MRJ Capital Inc | 44,069 | $4.04M | 2.35% | −400−0.9% | Reduced |
| Lincluden Management Ltd | 44,043 | $4.04M | 0.39% | −685−1.5% | Reduced |
| KCS Wealth Advisory | 43,861 | $4.02M | 1.89% | +631+1.5% | Added |
| Baird Financial Group, Inc. | 43,610 | $4.00M | 0.01% | +4,168+10.6% | Added |
| Central Trust Co | 43,230 | $3.96M | 0.14% | +10,324+31.4% | Added |
| A. D. Beadell Investment Counsel, Inc. | 43,125 | $3.95M | 2.50% | −400−0.9% | Reduced |
| Glenmede Trust Co NA | 42,550 | $3.90M | 0.02% | −13,937−24.7% | Reduced |
| Essex Investment Management Co LLC | 42,523 | $3.90M | 0.45% | 00.0% | Unchanged |
| AIA Group Ltd | 43,231 | $3.86M | 0.27% | +18,803+77.0% | Added |
| Kempen Capital Management N.V. | 42,118 | $3.86M | 0.14% | +42,118 | New |
| Donaldson Capital Management, LLC | 42,058 | $3.86M | 0.20% | +5,667+15.6% | Added |
| Huntington National Bank | 41,998 | $3.85M | 0.04% | +10,800+34.6% | Added |
| Patten & Patten Inc | 41,461 | $3.80M | 0.29% | −7,567−15.4% | Reduced |
| TD Private Client Wealth LLC | 40,998 | $3.76M | 0.16% | −10,442−20.3% | Reduced |
| Mitchell Capital Management Co | 40,694 | $3.73M | 0.82% | +2,860+7.6% | Added |
| Transcend Wealth Collective, LLC | 40,505 | $3.72M | 0.53% | +1,722+4.4% | Added |
| Hunter Associates Investment Management LLC | 40,415 | $3.71M | 1.15% | +2,881+7.7% | Added |
| Private Advisor Group, LLC | 40,243 | $3.69M | 0.03% | +2,764+7.4% | Added |
| World Asset Management Inc | 39,883 | $3.66M | 0.33% | −2,824−6.6% | Reduced |
| Allstate Corp | 39,442 | $3.62M | 0.12% | −2,179−5.2% | Reduced |
| Ethic Inc. | 39,324 | $3.61M | 0.44% | +12,992+49.3% | Added |
| Castleark Management LLC | 39,200 | $3.59M | 0.12% | +39,200 | New |
| IBM Retirement Fund | 39,170 | $3.59M | 0.28% | −8,799−18.3% | Reduced |
| Fma Advisory Inc | 38,870 | $3.56M | 1.32% | −965−2.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 38,741 | $3.55M | 0.38% | −3,480−8.2% | Reduced |
| Los Angeles Capital Management LLC | 38,569 | $3.54M | 0.02% | −168,306−81.4% | Reduced |
| Van Eck Associates Corp | 38,417 | $3.52M | 0.01% | −24,316−38.8% | Reduced |
| Equitable Trust Co | 38,336 | $3.52M | 0.23% | +2,290+6.4% | Added |
| Northeast Investment Management | 37,927 | $3.48M | 0.19% | +60.0% | Added |
| Central Bank & Trust Co | 37,851 | $3.47M | 0.56% | +37,783+55,563.2% | Added |
| Rockefeller Capital Management L.P. | 37,558 | $3.44M | 0.02% | −5,981−13.7% | Reduced |
| SG Americas Securities, LLC | 37,262 | $3.42M | 0.02% | −97,856−72.4% | Reduced |
| Morse Asset Management, Inc | 36,923 | $3.38M | 0.82% | −2,972−7.4% | Reduced |
| Lazard Asset Management LLC | 36,885 | $3.38M | 0.00% | −7,707−17.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 36,845 | $3.38M | 0.06% | −1,432−3.7% | Reduced |
| Affinity Investment Advisors, LLC | 36,775 | $3.37M | 1.52% | −22,883−38.4% | Reduced |
| Hancock Whitney Corp | 36,550 | $3.35M | 0.11% | −3,312−8.3% | Reduced |
| Sculati Wealth Management, LLC | 36,448 | $3.34M | 1.77% | −75−0.2% | Reduced |
| KCM Investment Advisors LLC | 36,357 | $3.33M | 0.13% | −1,526−4.0% | Reduced |
| TBH Global Asset Management, LLC | 36,158 | $3.32M | 0.76% | +36,158 | New |
| AlphaCrest Capital Management LLC | 36,097 | $3.31M | 0.14% | −202,037−84.8% | Reduced |
| Hennessy Advisors Inc | 36,000 | $3.30M | 0.18% | 00.0% | Unchanged |
| Logan Capital Management Inc | 35,586 | $3.26M | 0.15% | +35,586 | New |
| Capital International Inc | 35,251 | $3.23M | 0.03% | −11,605−24.8% | Reduced |
| Decatur Capital Management, Inc. | 35,183 | $3.23M | 1.01% | +35,183 | New |
| Chase Investment Counsel Corp | 35,126 | $3.22M | 1.33% | −26,729−43.2% | Reduced |
| Great Diamond Partners, LLC | 35,012 | $3.21M | 0.91% | +738+2.2% | Added |
| Redpoint Investment Management Pty Ltd | 34,951 | $3.21M | 0.26% | −2,682−7.1% | Reduced |
| TownSquare Capital, LLC | 35,517 | $3.20M | 0.10% | +7,938+28.8% | Added |
| Duality Advisers, LP | 34,938 | $3.20M | 0.28% | −75,343−68.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 34,925 | $3.20M | 0.03% | −1,521,747−97.8% | Reduced |
| Spouting Rock Asset Management, LLC | 34,809 | $3.19M | 0.98% | −11,998−25.6% | Reduced |
| Point72 Europe (London) LLP | 34,700 | $3.18M | 2.20% | −71,700−67.4% | Reduced |
| Symmetry Partners, LLC | 34,350 | $3.15M | 0.21% | −205−0.6% | Reduced |
| Cohen Klingenstein LLC | 31,400 | $3.13M | 0.13% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 33,844 | $3.10M | 0.02% | −322,121−90.5% | Reduced |
| HBK Investments L P | 33,496 | $3.07M | 0.03% | +23,943+250.6% | Added |
| Pinnacle Wealth Management Group, Inc. | 33,243 | $3.05M | 2.22% | +33,243 | New |
| Sowell Financial Services LLC | 33,236 | $3.05M | 0.20% | −5,653−14.5% | Reduced |
| Siemens Fonds Invest GmbH | 33,081 | $3.03M | 0.36% | +1,667+5.3% | Added |
| Varma Mutual Pension Insurance Co | 32,911 | $3.02M | 0.04% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 32,817 | $3.01M | 0.18% | +855+2.7% | Added |
| Comerica Securities,inc. | 32,667 | $3.00M | 0.23% | +7,122+27.9% | Added |
| Meiji Yasuda Life Insurance Co | 32,541 | $2.98M | 0.06% | +94+0.3% | Added |
| Lipe & Dalton | 32,472 | $2.98M | 1.55% | −99−0.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 32,375 | $2.97M | 0.04% | +3,991+14.1% | Added |
| Cerity Partners LLC | 32,041 | $2.94M | 0.06% | −251−0.8% | Reduced |
| Arcus Capital Partners, LLC | 31,983 | $2.93M | 1.37% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 31,947 | $2.93M | 0.41% | +31,947 | New |
| Meiji Yasuda Asset Management Co Ltd. | 31,901 | $2.92M | 0.14% | −876−2.7% | Reduced |
| Freedom Day Solutions, LLC | 31,791 | $2.92M | 1.39% | −2,141−6.3% | Reduced |
| Synovus Financial Corp | 31,718 | $2.91M | 0.03% | +3,379+11.9% | Added |
| Pitcairn Co | 31,566 | $2.89M | 0.19% | −16,129−33.8% | Reduced |