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 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 31,379 | $2.88M | 0.77% | +31,379 | New |
| MD Financial Management Inc. | 31,318 | $2.87M | 0.08% | +31,318 | New |
| Foster & Motley Inc | 31,266 | $2.87M | 0.24% | +1,760+6.0% | Added |
| Shell Asset Management Co | 31,203 | $2.86M | 0.06% | −57,828−65.0% | Reduced |
| Covenant Multifamily Offices, LLC | 31,159 | $2.86M | 0.52% | +4,747+18.0% | Added |
| Raymond James Trust N.A. | 30,678 | $2.81M | 0.09% | +468+1.5% | Added |
| USS Investment Management Ltd | 30,500 | $2.80M | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 30,432 | $2.79M | 0.22% | +1,858+6.5% | Added |
| Avantax Advisory Services, Inc. | 30,403 | $2.79M | 0.05% | +1,442+5.0% | Added |
| Pathstone Family Office, LLC | 30,373 | $2.79M | 0.08% | +6,422+26.8% | Added |
| Regions Financial Corp | 30,217 | $2.77M | 0.02% | +4,401+17.0% | Added |
| Greenleaf Trust | 30,168 | $2.77M | 0.03% | +1,043+3.6% | Added |
| Dynamic Technology Lab Private Ltd | 30,072 | $2.76M | 0.28% | −26,088−46.5% | Reduced |
| Gifford Fong Associates | 30,000 | $2.75M | 0.53% | 00.0% | Unchanged |
| Ally Financial Inc. | 30,000 | $2.75M | 0.27% | +30,000 | New |
| Bowling Portfolio Management LLC | 29,993 | $2.75M | 0.61% | +7,002+30.5% | Added |
| Everence Capital Management Inc | 29,931 | $2.74M | 0.23% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 29,483 | $2.70M | 0.04% | −2,736−8.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 29,179 | $2.67M | 0.05% | −26,620−47.7% | Reduced |
| Clear Street Markets LLC | 29,100 | $2.67M | 0.57% | +9,899+51.6% | Added |
| Palisade Asset Management, LLC | 28,890 | $2.65M | 0.31% | −24−0.1% | Reduced |
| Parallel Advisors, LLC | 28,593 | $2.62M | 0.11% | +1,203+4.4% | Added |
| Tower Research Capital LLC (TRC) | 28,348 | $2.60M | 0.07% | −175,978−86.1% | Reduced |
| Venture Visionary Partners LLC | 27,849 | $2.55M | 0.20% | +11,541+70.8% | Added |
| Heron Financial Group, LLC | 27,822 | $2.55M | 1.46% | −660−2.3% | Reduced |
| Union Heritage Capital, LLC | 27,747 | $2.54M | 1.19% | 00.0% | Unchanged |
| Homrich & Berg | 27,746 | $2.54M | 0.06% | +2,286+9.0% | Added |
| Carret Asset Management, LLC | 27,657 | $2.54M | 0.30% | +79+0.3% | Added |
| Unigestion Holding SA | 27,924 | $2.53M | 0.09% | −458−1.6% | Reduced |
| Hudson Canyon Capital Management | 27,388 | $2.51M | 1.88% | −2,084−7.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 27,199 | $2.49M | 0.03% | −1,230−4.3% | Reduced |
| Sumitomo Life Insurance Co | 27,079 | $2.48M | 0.08% | −4,215−13.5% | Reduced |
| Dimension Capital Management LLC | 26,941 | $2.47M | 0.54% | −33,436−55.4% | Reduced |
| Occidental Asset Management, LLC | 26,889 | $2.46M | 0.66% | +1,230+4.8% | Added |
| HCR Wealth Advisors | 26,789 | $2.46M | 0.43% | +2,928+12.3% | Added |
| Cetera Advisor Networks LLC | 27,824 | $2.45M | 0.03% | +10,313+58.9% | Added |
| Capital Markets Trading UK LLP | 26,591 | $2.44M | 2.46% | +26,591 | New |
| Ibex Wealth Advisors | 26,261 | $2.41M | 0.48% | +1,263+5.1% | Added |
| Park Avenue Securities LLC | 25,501 | $2.34M | 0.05% | +3,655+16.7% | Added |
| Greenwich Wealth Management LLC | 25,461 | $2.33M | 0.20% | −203−0.8% | Reduced |
| Prudent Man Advisors, LLC | 25,245 | $2.31M | 0.89% | −2,270−8.3% | Reduced |
| Toscafund Asset Management LLP | 25,000 | $2.29M | 2.65% | −65,462−72.4% | Reduced |
| Culbertson A N & Co Inc | 24,805 | $2.27M | 0.47% | +2,300+10.2% | Added |
| Veriti Management LLC | 24,767 | $2.27M | 0.34% | +6,402+34.9% | Added |
| National Asset Management, Inc. | 24,920 | $2.26M | 0.07% | +12,526+101.1% | Added |
| Convergence Investment Partners, LLC | 24,570 | $2.25M | 0.97% | −11,032−31.0% | Reduced |
| IndexIQ Advisors LLC | 24,564 | $2.25M | 0.08% | +1,721+7.5% | Added |
| Kovitz Investment Group Partners, LLC | 24,477 | $2.24M | 0.04% | −723−2.9% | Reduced |
| JustInvest LLC | 24,364 | $2.23M | 0.23% | +5,137+26.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 24,235 | $2.22M | 0.52% | +1,405+6.2% | Added |
| TrimTabs Asset Management, LLC | 25,022 | $2.21M | 1.13% | −2,885−10.3% | Reduced |
| AE Wealth Management LLC | 24,099 | $2.21M | 0.02% | +1,189+5.2% | Added |
| Townsend & Associates, Inc | 23,609 | $2.19M | 1.28% | +467+2.0% | Added |
| Nomura Holdings Inc | 25,484 | $2.17M | 0.02% | +12,177+91.5% | Added |
| Vestcor Inc | 23,683 | $2.17M | 0.07% | −32,899−58.1% | Reduced |
| Courier Capital LLC | 23,670 | $2.17M | 0.21% | −89−0.4% | Reduced |
| Geneos Wealth Management Inc. | 23,441 | $2.16M | 0.08% | +416+1.8% | Added |
| Wright Investors Service Inc | 23,470 | $2.15M | 0.58% | +4,530+23.9% | Added |
| Texas Yale Capital Corp. | 23,380 | $2.14M | 0.12% | 00.0% | Unchanged |
| QS Investors, LLC | 23,259 | $2.13M | 0.03% | +1,958+9.2% | Added |
| Ritholtz Wealth Management | 22,868 | $2.10M | 0.15% | +1,079+5.0% | Added |
| We Are One Seven, LLC | 22,814 | $2.09M | 0.29% | −3,550−13.5% | Reduced |
| IFG Advisory, LLC | 22,516 | $2.06M | 0.23% | +14,531+182.0% | Added |
| DCF Advisers, LLC | 22,500 | $2.06M | 1.04% | 00.0% | Unchanged |
| Sovarnum Capital L.P. | 22,500 | $2.06M | 1.30% | +22,500 | New |
| Capital Investment Counsel, Inc | 22,465 | $2.06M | 0.46% | +201+0.9% | Added |
| HighPoint Advisor Group LLC | 22,318 | $2.05M | 0.21% | +4,195+23.1% | Added |
| Goodwin Daniel L | 22,000 | $2.02M | 0.96% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 21,968 | $2.01M | 0.08% | +3,749+20.6% | Added |
| Capital International Ltd | 21,886 | $2.01M | 0.11% | −17,885−45.0% | Reduced |
| New England Research & Management, Inc. | 21,807 | $2.00M | 1.03% | −12,180−35.8% | Reduced |
| Profund Advisors LLC | 21,761 | $2.00M | 0.07% | −1,145−5.0% | Reduced |
| Baldwin Investment Management, LLC | 21,758 | $2.00M | 0.34% | −1,475−6.3% | Reduced |
| South State Corp. | 21,734 | $1.99M | 0.17% | −362−1.6% | Reduced |
| American National Registered Investment Advisor, Inc. | 21,512 | $1.97M | 0.71% | −650−2.9% | Reduced |
| L & S Advisors Inc | 21,278 | $1.95M | 0.21% | +21,278 | New |
| Cacti Asset Management LLC | 22,000 | $1.95M | 0.16% | 00.0% | Unchanged |
| Inherent Group, LP | 21,157 | $1.94M | 0.49% | −132,700−86.2% | Reduced |
| Richard P Slaughter Associates Inc | 21,085 | $1.93M | 0.75% | −20,791−49.6% | Reduced |
| Deltec Asset Management LLC | 21,000 | $1.93M | 0.26% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 20,775 | $1.91M | 0.09% | 00.0% | Unchanged |
| Independent Advisor Alliance | 20,645 | $1.89M | 0.10% | +2,982+16.9% | Added |
| Assenagon Asset Management S.A. | 20,405 | $1.87M | 0.01% | +2,734+15.5% | Added |
| Brewin Dolphin Ltd | 20,386 | $1.87M | 0.08% | +2,854+16.3% | Added |
| Boston Partners | 20,307 | $1.86M | 0.00% | −609−2.9% | Reduced |
| Edgestream Partners, L.P. | 20,114 | $1.84M | 0.11% | −36,648−64.6% | Reduced |
| Abbot Financial Management, Inc. | 20,020 | $1.84M | 0.80% | −180−0.9% | Reduced |
| Syntal Capital Partners, LLC | 20,019 | $1.83M | 0.65% | −1,864−8.5% | Reduced |
| Russell Clark Investment Management Ltd | 20,000 | $1.83M | 1.38% | 00.0% | Unchanged |
| Lincoln National Corp | 20,323 | $1.83M | 0.04% | +11,050+119.2% | Added |
| UBP Investment Advisors SA | 20,000 | $1.83M | 0.68% | 00.0% | Unchanged |
| Spire Wealth Management | 19,919 | $1.83M | 0.05% | +3,000+17.7% | Added |
| Alaethes Wealth LLC | 19,895 | $1.82M | 1.41% | +1,062+5.6% | Added |
| Clarius Group, LLC | 19,877 | $1.82M | 0.16% | +120+0.6% | Added |
| Kestra Private Wealth Services, LLC | 19,819 | $1.82M | 0.11% | +266+1.4% | Added |
| Griffin Asset Management, Inc. | 19,784 | $1.81M | 0.22% | +7,106+56.0% | Added |
| Advisory Services Network, LLC | 19,631 | $1.80M | 0.06% | +2,722+16.1% | Added |
| Westwood Holdings Group Inc. | 19,343 | $1.77M | 0.02% | +1,342+7.5% | Added |
| Vident Investment Advisory, LLC | 19,158 | $1.76M | 0.05% | +7,132+59.3% | Added |
| Windsor Creek Advisors, LLC | 19,154 | $1.76M | 0.66% | +9,154+91.5% | Added |