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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; 2,745 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, Q3 2021

Institutional positions in Morgan Stanley as of Sep 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
1,592
+63 vs. Q2 2021
Shares held
1.53B
−37.1M (−2.4%) vs. Q2 2021
Total value
$148.8B
+$5.24B (+3.7%) vs. Q2 2021
New holders
138
555 more added
Sold out
75
660 more reduced

21 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 1,592 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,673 institutionsQ2 2022: 1,607 institutionsQ3 2022: 1,586 institutionsQ4 2022: 1,682 institutionsQ1 2023: 1,674 institutionsQ2 2023: 1,689 institutionsQ3 2023: 1,671 institutionsQ4 2023: 1,761 institutionsQ1 2024: 1,799 institutionsQ2 2024: 1,829 institutionsQ3 2024: 1,875 institutionsQ4 2024: 2,118 institutionsQ1 2025: 2,104 institutionsQ2 2025: 2,209 institutionsQ3 2025: 2,266 institutionsQ4 2025: 2,533 institutionsQ1 2026: 2,514 institutionsQ2 2026: 2,745 institutions
Value heldQ3 2021: $148.8B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.1BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,514$218.1B
Q4 20252,533$239.4B
Q3 20252,266$211.9B
Q2 20252,209$190.6B
Q1 20252,104$159.1B
Q4 20242,118$170.9B
Q3 20241,875$141.1B
Q2 20241,829$131.2B
Q1 20241,799$127.8B
Q4 20231,761$128.3B
Q3 20231,671$112.7B
Q2 20231,689$118.7B
Q1 20231,674$124.1B
Q4 20221,682$120.2B
Q3 20221,586$112.7B
Q2 20221,607$109.6B
Q1 20221,673$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q2 2021.

Institutions holding MS in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
St. Johns Investment Management Company, LLC1$00.00%−34−97.1%Reduced
Mascoma Wealth Management LLC1$00.00%+1New
Newbridge Financial Services Group, Inc.12$1.00K0.00%−23−65.7%Reduced
WestEnd Advisors, LLC–$1.65K0.00%––
First Command Advisory Services, Inc.18$2.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.25$2.00K0.00%00.0%Unchanged
Wealth Quarterback LLC15$2.00K0.00%00.0%Unchanged
JJJ Advisors Inc.21$2.00K0.00%+9+75.0%Added
C M Bidwell & Associates Ltd34$3.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC33$3.00K0.00%00.0%Unchanged
Acima Private Wealth, LLC26$3.00K0.00%00.0%Unchanged
Cordant, Inc.26$3.00K0.00%+26New
James Investment Research Inc39$4.00K0.00%00.0%Unchanged
JNBA Financial Advisors40$4.00K0.00%00.0%Unchanged
TFC Financial Management39$4.00K0.00%00.0%Unchanged
DB Wealth Management Group, LLC43$4.00K0.00%00.0%Unchanged
Red Tortoise LLC55$4.00K0.00%+55New
Robinson Value Management, Ltd.56$5.00K0.00%+56New
Your Advocates Ltd., LLP56$5.00K0.00%+56New
Halpern Financial, Inc.67$6.52K0.00%00.0%Unchanged
Altshuler Shaham Ltd76$7.00K0.00%−1−1.3%Reduced
Corbenic Partners LLC69$7.00K0.00%+69New
Coastal Capital Group, Inc.84$8.00K0.00%00.0%Unchanged
Baldwin Brothers Inc90$9.00K0.00%+90New
Ancora Advisors, LLC93$9.00K0.00%+93New
Laurel Wealth Advisors LLC104$10.0K0.00%00.0%Unchanged
Walled Lake Planning & Wealth Management, LLC105$10.0K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC100$10.0K0.00%00.0%Unchanged
Gables Capital Management Inc.100$10.0K0.01%00.0%Unchanged
Accel Wealth Management101$10.0K0.01%+21+26.3%Added
Liberty Wealth Management LLC100$10.0K0.00%+44+78.6%Added
Avion Wealth103$10.0K0.00%+100+3,333.3%Added
Country Trust Bank98$10.0K0.00%+98New
O'Dell Group, LLC105$10.0K0.00%+105New
Front Row Advisors LLC122$12.0K0.01%−6−4.7%Reduced
Ironwood Financial, llc128$12.0K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.127$12.0K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC134$13.0K0.00%−72−35.0%Reduced
Holloway Wealth Management, LLC–$13.0K0.00%––
Tradewinds Capital Management, LLC150$15.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC155$15.0K0.01%00.0%Unchanged
First PREMIER Bank156$15.0K0.00%00.0%Unchanged
Wolverine Asset Management LLC173$16.0K0.00%−5,004−96.7%Reduced
Stuart Chaussee & Associates, Inc.167$16.0K0.02%00.0%Unchanged
JFS Wealth Advisors, LLC164$16.0K0.00%+79+92.9%Added
CenterStar Asset Management, LLC–$16.0K0.01%–New
Cahill Financial Advisors Inc176$17.0K0.00%+176New
Sound Income Strategies, LLC188$18.0K0.00%+1+0.5%Added
Atwood & Palmer Inc190$18.0K0.00%+120+171.4%Added
Bourgeon Capital Management LLC200$19.0K0.00%−10,000−98.0%Reduced
NewSquare Capital LLC198$19.0K0.00%00.0%Unchanged
Costello Asset Management, INC200$19.0K0.01%00.0%Unchanged
Phoenix Wealth Advisors215$21.0K0.02%00.0%Unchanged
Addison Advisors LLC232$23.0K0.02%00.0%Unchanged
Herold Advisors, Inc.250$24.0K0.01%+250New
GeoWealth Management, LLC276$26.0K0.00%−635−69.7%Reduced
Piscataqua Savings Bank263$26.0K0.02%00.0%Unchanged
Charter Oak Capital Management, LLC279$27.0K0.00%00.0%Unchanged
Pacifica Partners Inc.269$28.0K0.02%00.0%Unchanged
Raffa Wealth Management, LLC293$28.5K0.01%−111−27.5%Reduced
Manchester Capital Management LLC299$29.0K0.00%−91−23.3%Reduced
Islay Capital Management, LLC300$29.0K0.02%00.0%Unchanged
Penserra Capital Management LLC300$29.0K0.00%+50+20.0%Added
MV Capital Management, Inc.305$30.0K0.00%00.0%Unchanged
Resolute Partners Group306$30.0K0.00%00.0%Unchanged
Joseph P. Lucia & Associates, LLC318$31.0K0.02%−100−23.9%Reduced
Aua Capital Management, LLC315$31.0K0.02%00.0%Unchanged
Cowen Prime Advisors LLC318$31.0K0.01%00.0%Unchanged
Hanson & Doremus Investment Management319$31.0K0.01%+7+2.2%Added
Johnson Midwest Financial, LLC324$32.0K0.03%00.0%Unchanged
Trustcore Financial Services, LLC339$33.0K0.00%+57+20.2%Added
Plante Moran Financial Advisors, LLC349$34.0K0.01%−81−18.8%Reduced
Hillsdale Investment Management Inc.360$35.0K0.00%−240−40.0%Reduced
Kelly Financial Services LLC380$37.0K0.02%−37,666−99.0%Reduced
Exchange Traded Concepts, LLC392$38.0K0.00%−42−9.7%Reduced
Baldrige Asset Management LLC388$38.0K0.02%00.0%Unchanged
First Bank & Trust387$38.0K0.02%00.0%Unchanged
Consolidated Planning Corp386$38.0K0.02%+386New
Sageworth Trust Co396$39.0K0.00%−100−20.2%Reduced
AlphaMark Advisors, LLC400$39.0K0.01%00.0%Unchanged
American Research & Management Co.400$39.0K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC400$39.0K0.02%00.0%Unchanged
Total Clarity Wealth Management, Inc.400$39.0K0.02%+400New
Security National Trust Co469$43.0K0.01%00.0%Unchanged
Better Money Decisions, LLC454$44.0K0.04%+2+0.4%Added
Solstein Capital, LLC451$44.0K0.03%+256+131.3%Added
BDO Wealth Advisors, LLC459$45.0K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC473$46.0K0.02%00.0%Unchanged
SRS Capital Advisors, Inc.473$46.0K0.01%+246+108.4%Added
Smith Group Asset Management, LLC470$46.0K0.00%+470New
Column Capital Advisors, LLC510$50.0K0.01%−18−3.4%Reduced
Riggs Asset Managment Co. Inc.513$50.0K0.02%00.0%Unchanged
Ogorek Anthony Joseph523$50.0K0.02%+109+26.3%Added
Lloyd Advisory Services, LLC.526$51.0K0.03%−71−11.9%Reduced
Semmax Financial Advisors Inc.519$51.0K0.02%00.0%Unchanged
First Command Bank567$55.0K0.01%00.0%Unchanged
First Command Financial Services, Inc.567$55.0K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC586$57.0K0.01%−789−57.4%Reduced
Carroll Financial Associates, Inc.592$57.0K0.00%−112−15.9%Reduced
Horrell Capital Management, Inc.583$57.0K0.02%00.0%Unchanged