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 |
|---|---|---|---|---|---|
| Cinctive Capital Management LP | 19,149 | $1.76M | 0.10% | +19,149 | New |
| Bank of Hawaii | 19,040 | $1.75M | 0.10% | −700−3.5% | Reduced |
| Savant Capital, LLC | 18,972 | $1.74M | 0.07% | +19+0.1% | Added |
| Sigma Planning Corp | 18,483 | $1.70M | 0.05% | +7,230+64.2% | Added |
| Gries Financial LLC | 17,588 | $1.69M | 0.54% | −8,486−32.5% | Reduced |
| Financial Advocates Investment Management | 18,370 | $1.69M | 0.12% | +15,433+525.5% | Added |
| Richard Bernstein Advisors LLC | 18,369 | $1.68M | 0.03% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 18,239 | $1.67M | 0.12% | +747+4.3% | Added |
| Rational Advisors LLC | 18,227 | $1.67M | 0.20% | −1,216−6.3% | Reduced |
| Gotham Asset Management, LLC | 18,197 | $1.67M | 0.07% | −12,947−41.6% | Reduced |
| Tiemann Investment Advisors, LLC | 18,134 | $1.66M | 0.78% | −1,007−5.3% | Reduced |
| NVWM, LLC | 18,083 | $1.66M | 0.60% | +303+1.7% | Added |
| CAPROCK Group, Inc. | 17,967 | $1.65M | 0.15% | +2,407+15.5% | Added |
| Sage Rhino Capital LLC | 17,761 | $1.63M | 0.48% | +413+2.4% | Added |
| Sequoia Financial Advisors, LLC | 31,361 | $1.62M | 0.06% | +2,319+8.0% | Added |
| Trust Investment Advisors | 17,572 | $1.61M | 1.43% | −726−4.0% | Reduced |
| Amica Retiree Medical Trust | 17,468 | $1.60M | 1.01% | +7,035+67.4% | Added |
| Empirical Finance, LLC | 17,349 | $1.59M | 0.26% | +2,840+19.6% | Added |
| GPS Wealth Strategies Group, LLC | 17,316 | $1.59M | 0.40% | +2,042+13.4% | Added |
| White Pine Capital LLC | 16,250 | $1.56M | 0.46% | +400+2.5% | Added |
| Conning Inc. | 17,002 | $1.56M | 0.05% | −2,190−11.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 16,953 | $1.55M | 0.03% | +76+0.5% | Added |
| Asio Capital, LLC | 16,743 | $1.53M | 0.54% | +848+5.3% | Added |
| Trust Co of Oklahoma | 16,726 | $1.53M | 0.52% | +16,726 | New |
| FourThought Financial, LLC | 16,700 | $1.53M | 0.20% | −7,859−32.0% | Reduced |
| Intact Investment Management Inc. | 16,700 | $1.53M | 0.04% | +3,500+26.5% | Added |
| Optimal Asset Management, Inc. | 16,640 | $1.53M | 0.18% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 15,672 | $1.50M | 0.35% | −24,308−60.8% | Reduced |
| Acropolis Investment Management, LLC | 16,406 | $1.50M | 0.15% | −288−1.7% | Reduced |
| 44 Wealth Management LLC | 16,385 | $1.50M | 0.58% | −45−0.3% | Reduced |
| SevenBridge Financial Group, LLC | 16,311 | $1.50M | 0.49% | −95−0.6% | Reduced |
| Claybrook Capital, LLC | 16,311 | $1.50M | 0.49% | +16,311 | New |
| KMG Fiduciary Partners, LLC | 16,302 | $1.50M | 0.26% | +801+5.2% | Added |
| Koshinski Asset Management, Inc. | 16,279 | $1.49M | 0.19% | −11,150−40.7% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 16,239 | $1.49M | 0.42% | +240+1.5% | Added |
| Diversified Trust Co | 16,234 | $1.49M | 0.05% | +2,058+14.5% | Added |
| Snowden Capital Advisors LLC | 16,223 | $1.49M | 0.07% | +5,533+51.8% | Added |
| Pearl River Capital, LLC | 16,185 | $1.48M | 0.41% | −33,947−67.7% | Reduced |
| IHT Wealth Management, LLC | 16,178 | $1.48M | 0.09% | +12,105+297.2% | Added |
| Cornercap Investment Counsel Inc | 16,098 | $1.48M | 0.16% | −560−3.4% | Reduced |
| Moors & Cabot, Inc. | 20,513 | $1.48M | 0.10% | +478+2.4% | Added |
| Wedbush Securities Inc | 15,958 | $1.46M | 0.07% | −1,719−9.7% | Reduced |
| Duff & Phelps Investment Management Co | 15,925 | $1.46M | 0.02% | −1,370−7.9% | Reduced |
| McDonald Partners LLC | 15,896 | $1.46M | 0.34% | −244−1.5% | Reduced |
| Centaurus Financial, Inc. | 15,869 | $1.46M | 0.12% | −4,121−20.6% | Reduced |
| L2 Asset Management, LLC | 15,723 | $1.44M | 1.35% | −9,696−38.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,657 | $1.44M | 0.07% | +6,617+73.2% | Added |
| Stratos Wealth Partners, LTD. | 15,608 | $1.43M | 0.04% | +632+4.2% | Added |
| Delphi Management Inc | 15,561 | $1.43M | 1.36% | −1,211−7.2% | Reduced |
| Xcel Wealth Management, LLC | 15,510 | $1.42M | 0.43% | −50−0.3% | Reduced |
| Institute for Wealth Management, LLC. | 15,500 | $1.42M | 0.25% | −196−1.2% | Reduced |
| Oak Asset Management, LLC | 15,438 | $1.42M | 0.60% | −1,000−6.1% | Reduced |
| Gladstone Institutional Advisory LLC | 15,406 | $1.41M | 0.17% | +950+6.6% | Added |
| Signaturefd, LLC | 15,376 | $1.41M | 0.06% | +1,598+11.6% | Added |
| Intrust Bank NA | 15,335 | $1.41M | 0.19% | −504−3.2% | Reduced |
| Diligent Investors, LLC | 15,267 | $1.40M | 0.48% | −461−2.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 15,239 | $1.40M | 0.01% | −2,600−14.6% | Reduced |
| Gsa Capital Partners LLP | 15,200 | $1.39M | 0.16% | −14,970−49.6% | Reduced |
| Bank Hapoalim BM | 15,162 | $1.39M | 0.16% | +1,210+8.7% | Added |
| Meridian Wealth Management, LLC | 15,142 | $1.39M | 0.18% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 15,061 | $1.38M | 0.92% | +15,061 | New |
| Parkside Investments, LLC | 15,000 | $1.38M | 0.26% | −3,000−16.7% | Reduced |
| Capital Management Associates | 15,000 | $1.38M | 1.32% | 00.0% | Unchanged |
| Coastline Trust Co | 14,980 | $1.37M | 0.17% | +290+2.0% | Added |
| Northwest & Ethical Investments L.P. | 14,969 | $1.37M | 0.04% | −7,372−33.0% | Reduced |
| Calamos Wealth Management LLC | 14,962 | $1.37M | 0.11% | +1,839+14.0% | Added |
| Beacon Pointe Advisors, LLC | 14,870 | $1.36M | 0.05% | +11,101+294.5% | Added |
| Kinneret Advisory, LLC | 14,679 | $1.35M | 0.16% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 14,630 | $1.34M | 0.03% | −60,223−80.5% | Reduced |
| Am Investment Strategies LLC | 14,552 | $1.33M | 0.34% | +51+0.4% | Added |
| Lavaca Capital LLC | 14,532 | $1.33M | 0.69% | +14,532 | New |
| Aft, Forsyth & Sober, LLC | 14,500 | $1.33M | 0.50% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14,482 | $1.33M | 0.09% | +9,897+215.9% | Added |
| Jackson Creek Investment Advisors LLC | 14,453 | $1.32M | 0.49% | −20−0.1% | Reduced |
| Csenge Advisory Group | 14,383 | $1.32M | 0.12% | −2,303−13.8% | Reduced |
| Brasada Capital Management, LP | 14,202 | $1.30M | 0.26% | +757+5.6% | Added |
| Green Harvest Asset Management LLC | 14,174 | $1.30M | 0.24% | +356+2.6% | Added |
| Atlas Private Wealth Management | 13,967 | $1.28M | 0.79% | +919+7.0% | Added |
| S&CO Inc | 13,915 | $1.27M | 0.10% | −4,316−23.7% | Reduced |
| InterOcean Capital Group, LLC | 13,881 | $1.27M | 0.07% | −2,608−15.8% | Reduced |
| Checchi Capital Advisers, LLC | 13,857 | $1.27M | 0.16% | −371−2.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 13,846 | $1.27M | 0.35% | +2,438+21.4% | Added |
| CAMG Solamere Management, LLC | 13,799 | $1.26M | 1.09% | −132−0.9% | Reduced |
| Sentry Investment Management LLC | 13,784 | $1.26M | 0.32% | +1,330+10.7% | Added |
| Excalibur Management Corp | 13,776 | $1.26M | 0.57% | −108−0.8% | Reduced |
| Steel Peak Wealth Management LLC | 13,709 | $1.26M | 0.09% | −6,369−31.7% | Reduced |
| Triangle Securities Wealth Management | 13,675 | $1.25M | 0.42% | −1,406−9.3% | Reduced |
| Toroso Investments, LLC | 13,630 | $1.25M | 0.05% | +5,791+73.9% | Added |
| Icon Advisers Inc | 13,600 | $1.25M | 0.20% | −38,200−73.7% | Reduced |
| Ashburton (Jersey) Ltd | 13,568 | $1.24M | 0.52% | +13,568 | New |
| Legacy Wealth Asset Management, LLC | 13,546 | $1.24M | 0.55% | −360−2.6% | Reduced |
| SeaCrest Wealth Management, LLC | 13,542 | $1.24M | 0.15% | +661+5.1% | Added |
| Vanguard Capital Wealth Advisors | 13,553 | $1.24M | 0.94% | +4,100+43.4% | Added |
| Systematic Financial Management LP | 13,500 | $1.24M | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 13,467 | $1.24M | 0.10% | +5,741+74.3% | Added |
| Dakota Wealth Management | 13,425 | $1.23M | 0.15% | +2,400+21.8% | Added |
| Investors Research Corp | 13,416 | $1.23M | 0.43% | 00.0% | Unchanged |
| Caldwell Trust Co | 13,411 | $1.23M | 0.16% | −56−0.4% | Reduced |
| Pallas Capital Advisors LLC | 12,759 | $1.23M | 0.17% | +890+7.5% | Added |
| Capital Investment Advisors, LLC | 13,328 | $1.22M | 0.04% | +1,989+17.5% | Added |