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 |
|---|---|---|---|---|---|
| Parsons Capital Management Inc | 13,322 | $1.22M | 0.09% | +405+3.1% | Added |
| 1st Source Bank | 13,307 | $1.22M | 0.08% | −25−0.2% | Reduced |
| Trust Asset Management LLC | 13,255 | $1.22M | 0.16% | +1,834+16.1% | Added |
| Principle Wealth Partners LLC | 13,187 | $1.21M | 0.14% | −576−4.2% | Reduced |
| Inscription Capital, LLC | 13,187 | $1.21M | 0.14% | +13,187 | New |
| AMG National Trust Bank | 13,091 | $1.20M | 0.04% | −27−0.2% | Reduced |
| Fulton Bank, N.A. | 13,070 | $1.20M | 0.06% | −785−5.7% | Reduced |
| Perigon Wealth Management, LLC | 13,040 | $1.20M | 0.11% | +48+0.4% | Added |
| Howland Capital Management LLC | 12,989 | $1.19M | 0.06% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 12,970 | $1.19M | 0.90% | +12,470+2,494.0% | Added |
| Somerset Trust Co | 12,917 | $1.18M | 0.48% | +71+0.6% | Added |
| First National Trust Co | 12,885 | $1.18M | 0.07% | −148−1.1% | Reduced |
| Shay Capital LLC | 12,700 | $1.16M | 0.28% | −37,300−74.6% | Reduced |
| Berkshire Asset Management LLC | 12,644 | $1.16M | 0.08% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 12,640 | $1.16M | 0.05% | +1,064+9.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.16M | 0.37% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 12,567 | $1.15M | 0.78% | +101+0.8% | Added |
| Delta Asset Management LLC | 12,564 | $1.15M | 0.11% | −600−4.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,563 | $1.15M | 0.11% | +173+1.4% | Added |
| Bulltick Wealth Management, LLC | 12,522 | $1.15M | 0.27% | +12,522 | New |
| Southport Management, L.L.C. | 12,500 | $1.15M | 3.88% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,406 | $1.14M | 0.04% | +5,490+79.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,296 | $1.13M | 0.11% | +9,718+377.0% | Added |
| Windsor Group LTD | 12,269 | $1.13M | 0.24% | +243+2.0% | Added |
| Hills Bank & Trust Co | 12,251 | $1.12M | 0.17% | −210−1.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,353 | $1.12M | 0.00% | +2,470+25.0% | Added |
| Legacy Wealth Partners, Inc. | 12,178 | $1.12M | 0.62% | +12,178 | New |
| Pacific Global Investment Management CO | 12,170 | $1.12M | 0.22% | −42−0.3% | Reduced |
| City Holding Co | 12,157 | $1.11M | 0.20% | +5,751+89.8% | Added |
| Silvercrest Asset Management Group LLC | 12,082 | $1.11M | 0.01% | −607−4.8% | Reduced |
| Wealthcare Advisory Partners LLC | 12,055 | $1.10M | 0.07% | −1,999−14.2% | Reduced |
| Abbrea Capital, LLC | 12,050 | $1.10M | 0.17% | +2,030+20.3% | Added |
| Trust Co of Toledo NA | 11,839 | $1.08M | 0.18% | −10.0% | Reduced |
| Ballentine Partners, LLC | 11,797 | $1.08M | 0.04% | +1,263+12.0% | Added |
| Parcion Private Wealth LLC | 11,785 | $1.08M | 0.11% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 11,705 | $1.07M | 0.08% | +905+8.4% | Added |
| Quadrant Capital Group LLC | 11,648 | $1.07M | 0.15% | +315+2.8% | Added |
| Resources Investment Advisors, LLC. | 11,597 | $1.06M | 0.04% | +5,319+84.7% | Added |
| Atlas Private Wealth Advisors | 11,414 | $1.05M | 0.57% | −55−0.5% | Reduced |
| Ar Asset Management Inc | 11,400 | $1.04M | 0.29% | 00.0% | Unchanged |
| Intersect Capital LLC | 11,366 | $1.04M | 0.18% | −755−6.2% | Reduced |
| GFG Capital, LLC | 11,268 | $1.03M | 0.31% | −57−0.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 11,259 | $1.03M | 0.40% | 00.0% | Unchanged |
| Avestar Capital, LLC | 11,242 | $1.03M | 0.20% | +4,066+56.7% | Added |
| NexWave Capital Partners LLC | 11,208 | $1.03M | 1.97% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 11,195 | $1.03M | 0.09% | +1,152+11.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 11,170 | $1.02M | 0.03% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 11,154 | $1.02M | 0.13% | +240+2.2% | Added |
| TLWM | 11,094 | $1.02M | 0.36% | +172+1.6% | Added |
| Whittier Trust Co | 11,083 | $1.02M | 0.02% | +1,409+14.6% | Added |
| Washington Trust Co | 11,038 | $1.01M | 0.03% | +121+1.1% | Added |
| ARGI Investment Services, LLC | 11,037 | $1.01M | 0.03% | +762+7.4% | Added |
| Claraphi Advisory Network, LLC | 10,996 | $1.01M | 0.30% | +142+1.3% | Added |
| Parsec Financial Management, Inc. | 10,991 | $1.01M | 0.05% | +1,207+12.3% | Added |
| Strategic Investment Advisors | 10,945 | $1.00M | 0.23% | +4,308+64.9% | Added |
| United Services Automobile Association | 10,835 | $993.0K | 0.02% | −5,818−34.9% | Reduced |
| Venturi Wealth Management, LLC | 10,834 | $993.0K | 0.09% | −609−5.3% | Reduced |
| United Capital Financial Advisers, LLC | 10,819 | $992.0K | 0.01% | −1,932−15.2% | Reduced |
| Muhlenkamp & Co Inc | 10,805 | $991.0K | 0.36% | 00.0% | Unchanged |
| Hoey Investments, Inc | 10,787 | $989.0K | 0.30% | −9,412−46.6% | Reduced |
| Blueshift Asset Management, LLC | 10,770 | $988.0K | 0.05% | −65,078−85.8% | Reduced |
| Horizon Investments, LLC | 10,813 | $984.0K | 0.03% | −35,059−76.4% | Reduced |
| Cetera Advisors LLC | 10,719 | $980.0K | 0.02% | −137−1.3% | Reduced |
| Brown Brothers Harriman & Co | 10,634 | $975.0K | 0.01% | +166+1.6% | Added |
| Capula Management Ltd | 10,549 | $960.0K | 0.17% | +10,549 | New |
| Hilltop Holdings Inc. | 10,381 | $952.0K | 0.11% | +2,813+37.2% | Added |
| MAI Capital Management | 10,360 | $950.0K | 0.02% | +1,241+13.6% | Added |
| Columbia Trust Co 01012016 | 10,341 | $949.0K | 0.54% | +1,544+17.6% | Added |
| Northeast Financial Consultants Inc | 10,335 | $948.0K | 0.06% | +114+1.1% | Added |
| Bourgeon Capital Management LLC | 10,200 | $935.0K | 0.20% | 00.0% | Unchanged |
| Quantitative Systematic Strategies LLC | 10,190 | $934.0K | 0.33% | −4,502−30.6% | Reduced |
| Cornerstone Investment Partners, LLC | 10,138 | $930.0K | 0.05% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 10,143 | $930.0K | 0.82% | +10,143 | New |
| Leith Wheeler Investment Counsel Ltd. | 10,121 | $928.0K | 0.14% | 00.0% | Unchanged |
| Barings LLC | 10,071 | $923.0K | 0.02% | −21,009−67.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 10,036 | $920.0K | 0.38% | 00.0% | Unchanged |
| P.A.W. Capital Corp | 10,000 | $917.0K | 0.78% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 9,961 | $913.0K | 0.18% | +2,191+28.2% | Added |
| Cape Ann Savings Bank | 9,931 | $911.0K | 0.57% | +9,931 | New |
| Leavell Investment Management, Inc. | 11,496 | $893.0K | 0.07% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 9,712 | $890.5K | 0.37% | −159−1.6% | Reduced |
| Verdence Capital Advisors LLC | 9,711 | $890.0K | 0.12% | −5,075−34.3% | Reduced |
| Trilogy Capital Inc. | 9,539 | $885.0K | 0.07% | +9,539 | New |
| Brighton Jones LLC | 9,616 | $882.0K | 0.05% | +582+6.4% | Added |
| Financial Counselors Inc | 9,607 | $881.0K | 0.02% | −6−0.1% | Reduced |
| Smithfield Trust Co | 9,590 | $879.0K | 0.06% | −94−1.0% | Reduced |
| Fulcrum Asset Management LLP | – | $879.0K | 0.37% | – | – |
| IMA Wealth, Inc. | 9,567 | $877.0K | 0.20% | +585+6.5% | Added |
| Trust Co of Vermont | 9,470 | $868.0K | 0.06% | −154−1.6% | Reduced |
| D. E. Shaw & Co., Inc. | 9,461 | $867.0K | 0.00% | −123,719−92.9% | Reduced |
| Bradley Foster & Sargent Inc | 9,459 | $867.0K | 0.02% | +50+0.5% | Added |
| Deseret Mutual Benefit Administrators | 9,418 | $864.0K | 0.21% | +9,418 | New |
| Baker Tilly Wealth Management, LLC | 9,416 | $863.0K | 0.14% | +627+7.1% | Added |
| Laurion Capital Management LP | 9,390 | $861.0K | 0.01% | −413,267−97.8% | Reduced |
| Fort Washington Investment Advisors Inc | 9,398 | $861.0K | 0.01% | −725−7.2% | Reduced |
| Corsair Capital Management, L.P. | 9,341 | $856.0K | 0.15% | −87−0.9% | Reduced |
| Ironwood Investment Counsel, LLC | 9,287 | $851.0K | 0.23% | +901+10.7% | Added |
| Stonnington Group, LLC | 9,700 | $850.0K | 0.19% | −300−3.0% | Reduced |
| Community Trust & Investment Co | 9,272 | $850.0K | 0.08% | +3,732+67.4% | Added |
| First Horizon Advisors, Inc. | 9,270 | $848.0K | 0.05% | −465−4.8% | Reduced |