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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

Q3 2021 vs. Q2 2021

How the institutions holding Morgan Stanley changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of MS: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders1,550211,592+63
Shares1.57B1.53M1.53B−37.1M (−2.4%)
Value$143.7B$140.1M$148.8B+$5.24B (+3.7%)

21 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (138)

Institutions that held Morgan Stanley at the end of Q3 2021 but not at the end of Q2 2021.

Showing the largest 100 of 138 by value.

Institutions new to MS in Q3 2021
InstitutionSharesValue% of portfolio
Pictet Asset Management SA961,698$93.6M0.10%
Two Sigma Investments, LP730,282$71.1M0.19%
Badgley Phelps Wealth Managers, LLC371,039$36.1M1.31%
Ergoteles LLC193,006$18.8M0.69%
Parallax Volatility Advisers, L.P.154,251$15.0M0.16%
Qube Research & Technologies Ltd140,300$13.7M0.17%
Bokf, NA134,694$13.1M0.23%
Quantbot Technologies LP110,785$10.8M0.79%
Polar Capital Holdings Plc104,806$10.2M0.06%
Atika Capital Management LLC92,800$9.03M0.64%
Capstone Investment Advisors, LLC76,422$7.44M0.13%
Copperwynd Financial, LLC68,666$6.68M2.76%
Caas Capital Management LP65,730$6.40M0.48%
Signet Financial Management, LLC60,905$5.93M1.02%
Walleye Trading LLC57,023$5.55M0.13%
EWG Elevate Inc.56,312$5.48M2.27%
Caption Management, LLC54,800$5.33M0.35%
U.S. Capital Wealth Advisors, LLC42,762$4.16M0.18%
Kessler Investment Group, LLC40,371$3.93M2.79%
CastleArk Alternatives, LLC39,200$3.81M0.15%
Y-Intercept (Hong Kong) Ltd37,653$3.66M0.67%
Verition Fund Management LLC36,594$3.56M0.05%
Stevens Capital Management LP28,906$2.81M1.18%
Van Leeuwen & Company, LLC27,480$2.67M1.64%
Pensionfund DSM Netherlands26,800$2.61M0.33%
Aureus Asset Management, LLC24,641$2.40M0.16%
AXS Investments LLC23,538$2.29M0.86%
XTX Topco Ltd23,462$2.28M0.77%
Enlightenment Research, LLC21,768$2.12M2.59%
Sciencast Management LP21,613$2.10M0.60%
Virtu Financial LLC20,717$2.02M0.18%
Systematic Alpha Investments, LLC17,326$1.78M0.08%
United Fire Group Inc18,000$1.75M0.87%
TCG Advisory Services, LLC16,540$1.61M0.42%
Lee Capital Holdings LLC15,000$1.46M0.77%
Wealth Enhancement Advisory Services, LLC13,507$1.40M0.02%
Magnetar Financial LLC14,073$1.37M0.01%
Aigen Investment Management, LP13,303$1.29M0.25%
McElhenny Sheffield Capital Management, LLC13,100$1.27M0.58%
IMC-Chicago, LLC12,343$1.20M0.10%
SG3 Management, LLC12,000$1.17M0.41%
Capital Fund Management S.A.11,710$1.14M0.03%
JB Capital LLC11,381$1.11M0.14%
University of Notre Dame du Lac11,080$1.08M3.41%
qPULA Trading Management LP9,619$936.0K1.46%
Two Sigma Advisers, LP9,474$922.0K0.00%
Sumitomo Mitsui Financial Group, Inc.8,825$879.0K0.02%
Ulysses Management LLC9,000$876.0K0.15%
Shulman DeMeo Asset Management LLC8,535$831.0K0.72%
Pennsylvania Capital Management Inc7,890$803.0K0.36%
Red Cedar Investment Management, LLC7,501$730.0K0.10%
Quantamental Technologies LLC7,154$696.0K0.47%
Bridgefront Capital, LLC6,452$628.0K0.66%
US Asset Management LLC6,231$606.0K0.59%
St. Louis Trust Co6,103$594.0K0.16%
Blueprint Investment Partners LLC5,857$570.0K0.28%
Mosaic Family Wealth, LLC5,400$525.0K0.15%
Stableford Capital II LLC5,168$522.0K0.26%
NuWave Investment Management, LLC5,168$503.0K0.57%
Central Asset Investments & Management Holdings (HK) Ltd4,900$476.0K0.28%
QVR LLC4,741$461.0K0.94%
Marino, Stram & Associates LLC4,671$455.0K0.16%
Bell & Brown Wealth Advisors, LLC4,595$447.0K0.24%
Occudo Quantitative Strategies LP4,477$436.0K0.05%
Allen Investment Management LLC4,280$416.0K0.01%
BSW Wealth Partners4,174$406.0K0.11%
Frontier Wealth Management LLC4,087$398.0K0.03%
Resource Management, LLC4,015$391.0K0.04%
Ropes Wealth Advisors LLC3,896$379.0K0.06%
Kaizen Financial Strategies3,685$359.0K0.29%
B. Riley Wealth Management, Inc.3,617$352.0K0.03%
Johanson Financial Advisors, Inc.3,616$352.0K0.12%
Highland Capital Management, LLC3,600$350.0K0.02%
Zacks Investment Management3,452$336.0K0.01%
King Wealth3,445$335.0K0.07%
Summit Financial, LLC3,435$334.3K0.03%
Botty Investors LLC3,311$322.0K0.10%
Advus Financial Partners, LLC3,181$312.2K0.17%
E Fund Management Co., Ltd.3,162$308.0K0.01%
Americana Partners, LLC3,147$306.0K0.07%
Redwood Investment Management, LLC3,049$297.0K0.04%
David R. Rahn & Associates Inc.3,000$292.0K0.16%
Royal Fund Management, LLC2,944$286.0K0.05%
Farmers National Bank4,122$282.5K0.11%
Global Trust Asset Management, LLC2,900$282.0K0.13%
Five Oceans Advisors2,877$280.0K0.32%
Measured Wealth Private Client Group, LLC2,814$274.0K0.11%
Premier Asset Management LLC11,252$270.0K0.04%
Menard Financial Group LLC2,540$247.0K0.22%
RSM US Wealth Management LLC2,510$244.0K0.01%
Sepio Capital, LP2,502$243.0K0.02%
Harrington Investments, INC2,425$236.0K0.14%
Machina Capital S.A.S.2,400$234.0K0.50%
First Affirmative Financial Network2,361$230.0K0.24%
Forte Capital LLC2,336$227.0K0.03%
Amussen Hunsaker Associates LLC2,292$222.0K0.06%
Chicago Capital, LLC2,262$220.0K0.01%
Austin Private Wealth, LLC2,240$218.0K0.05%
Sustainable Insight Capital Management, LLC2,216$216.0K0.14%
Robertson Stephens Wealth Management, LLC2,229$216.0K0.03%

Sold out (75)

Institutions that held Morgan Stanley at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of MS in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Marshall Wace Asia Ltd2,263,572$207.5M
Senator Investment Group LP750,000$68.8M
Holocene Advisors, LP608,188$55.8M
Moore Capital Management, LP550,000$50.4M
Employees Provident Fund Board500,000$45.8M
Alyeska Investment Group, L.P.330,475$30.3M
Prudential PLC281,721$25.8M
Balyasny Asset Management LLC255,688$23.4M
DSC Advisors, L.P.193,520$17.7M
Gillson Capital LP181,970$16.7M
BP PLC178,545$16.4M
Carlson Capital L P177,257$16.3M
Ninety One North America, Inc.82,062$7.52M
Crestline Management, LP75,000$6.88M
Nippon Life Global Investors Americas, Inc.63,190$5.79M
Full18 Capital LLC60,103$5.51M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH48,897$4.48M
Point72 Europe (London) LLP34,700$3.18M
Dynamic Technology Lab Private Ltd30,072$2.76M
Ally Financial Inc.30,000$2.75M
Susquehanna Fundamental Investments, LLC29,179$2.67M
Sovarnum Capital L.P.22,500$2.06M
Russell Clark Investment Management Ltd20,000$1.83M
Windsor Creek Advisors, LLC19,154$1.76M
Trust Co of Oklahoma16,726$1.53M
Claybrook Capital, LLC16,311$1.50M
Pearl River Capital, LLC16,185$1.48M
L2 Asset Management, LLC15,723$1.44M
Inscription Capital, LLC13,187$1.21M
Shay Capital LLC12,700$1.16M
Bulltick Wealth Management, LLC12,522$1.15M
Avestar Capital, LLC11,242$1.03M
Stonehage Fleming Financial Services Holdings Ltd11,170$1.02M
United Services Automobile Association10,835$993.0K
Quantitative Systematic Strategies LLC10,190$934.0K
Cornerstone Investment Partners, LLC10,138$930.0K
Standard Family Office LLC8,009$734.0K
LMR Partners LLP7,544$692.0K
Wintrust Investments LLC7,293$669.0K
Tuttle Tactical Management7,182$659.0K
Wharton Business Group, LLC6,959$638.0K
Truadvice, LLC6,141$592.0K
Capital CS Group, LLC5,470$502.0K
Weld Capital Management LLC4,281$393.0K
Reliant Investment Management, LLC4,195$385.0K
Westshore Wealth, LLC4,028$369.0K
Levin Capital Strategies, L.P.4,000$367.0K
Advisor Resource Council3,976$364.0K
Jump Financial, LLC3,521$322.0K
Sterling Manor Financial, LLC3,351$307.0K
Curated Wealth Partners LLC3,198$293.0K
Paloma Partners Management Co3,023$277.0K
Neumann Capital Management, LLC2,370$217.0K
Sand Hill Global Advisors, LLC2,346$215.0K
AGF Investments LLC2,343$215.0K
Beta Wealth Group, Inc.2,300$211.0K
Clarity Financial LLC2,304$211.0K
Mission Wealth Management, LP2,233$205.0K
Maverick Capital LtdSuperinvestorMaverick Capital1,729$159.0K
Eubel Brady & Suttman Asset Management Inc1,612$125.0K
Paragon Wealth Strategies, LLC651$60.0K
Beck Bode, LLC500$46.0K
Close Asset Management Ltd340$31.0K
Mach-1 Financial Group, Inc.288$26.0K
Cypress Point Wealth Management, LLC200$18.0K
Savior LLC179$16.0K
Perennial Advisors, LLC168$15.0K
Ford Financial Group, LLC123$11.0K
Activest Wealth Management90$8.00K
KB Financial Partners, LLC72$7.00K
Bellevue Asset Management, LLC44$4.00K
Globeflex Capital L P36$3.00K
Webster Bank, N. A.36$3.00K
Crewe Advisors LLC35$3.00K
Westside Investment Management, Inc.500–

Not filed for Q3 2021 yet (21)

Institutions that held Morgan Stanley at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MS in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd1,005,122$92.2M
Badgley Phelps & Bell Inc360,834$33.1M
CWM, LLC46,331$4.25M
Usca Ria LLC45,479$4.17M
QS Investors, LLC23,259$2.13M
Legacy Wealth Partners, Inc.12,178$1.12M
Nachman Norwood & Parrott, Inc9,180$842.0K
Western Wealth Management, LLC5,816$534.0K
Pinnacle Wealth Advisors4,537$416.0K
Strategic Wealth Management Group, LLC3,985$365.0K
PNC Managed Account Solutions, Inc.2,927$268.0K
Bel Air Investment Advisors LLC2,892$265.0K
Planned Solutions, Inc.2,757$253.0K
San Francisco Sentry Investment Group (Ca)897$82.0K
Horan Securities, Inc.490$45.0K
Smith Asset Management Group LP438$40.0K
First Horizon Corp341$31.0K
Cowen Prime Services LLC318$29.0K
Castleview Partners, LLC200$18.0K
GoalVest Advisory LLC83$8.00K
Hoover Financial Advisors, Inc.64$6.00K