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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,745 | $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, Q3 2021
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 21,085 | $2.05M | 0.05% | −7,263−25.6% | Reduced |
| Inherent Group, LP | 21,157 | $2.06M | 0.53% | 00.0% | Unchanged |
| South State Corp. | 21,190 | $2.06M | 0.17% | −544−2.5% | Reduced |
| MD Financial Management Inc. | 21,307 | $2.07M | 0.05% | −10,011−32.0% | Reduced |
| American National Registered Investment Advisor, Inc. | 21,400 | $2.08M | 0.75% | −112−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,436 | $2.09M | 0.02% | −62,195−74.4% | Reduced |
| Pitcairn Co | 21,510 | $2.09M | 0.14% | −10,056−31.9% | Reduced |
| Capital International Ltd | 21,510 | $2.09M | 0.11% | −376−1.7% | Reduced |
| HighPoint Advisor Group LLC | 21,561 | $2.10M | 0.21% | −757−3.4% | Reduced |
| Sciencast Management LP | 21,613 | $2.10M | 0.60% | +21,613 | New |
| Enlightenment Research, LLC | 21,768 | $2.12M | 2.59% | +21,768 | New |
| Gotham Asset Management, LLC | 21,780 | $2.12M | 0.09% | +3,583+19.7% | Added |
| Spire Wealth Management | 21,786 | $2.12M | 0.06% | +1,867+9.4% | Added |
| Unigestion Holding SA | 21,338 | $2.12M | 0.09% | −6,586−23.6% | Reduced |
| Goodwin Daniel L | 22,000 | $2.14M | 0.99% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 22,000 | $2.14M | 0.18% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 22,066 | $2.15M | 0.47% | −399−1.8% | Reduced |
| Integrated Advisors Network LLC | 22,192 | $2.16M | 0.14% | −43,491−66.2% | Reduced |
| Argus Investors' Counsel, Inc. | 22,520 | $2.19M | 1.43% | −27,180−54.7% | Reduced |
| Lazard Asset Management LLC | 22,522 | $2.19M | 0.00% | −14,363−38.9% | Reduced |
| CAPROCK Group, Inc. | 22,612 | $2.20M | 0.20% | +4,645+25.9% | Added |
| Advisory Services Network, LLC | 22,922 | $2.23M | 0.07% | +3,291+16.8% | Added |
| AdvisorNet Financial, Inc | 23,075 | $2.25M | 0.16% | +8,593+59.3% | Added |
| TCTC Holdings, LLC | 23,090 | $2.25M | 0.10% | +2,315+11.1% | Added |
| New England Research & Management, Inc. | 23,207 | $2.26M | 1.18% | +1,400+6.4% | Added |
| Wright Investors Service Inc | 23,390 | $2.28M | 0.65% | −80−0.3% | Reduced |
| Courier Capital LLC | 23,400 | $2.28M | 0.22% | −270−1.1% | Reduced |
| XTX Topco Ltd | 23,462 | $2.28M | 0.77% | +23,462 | New |
| We Are One Seven, LLC | 22,220 | $2.28M | 0.29% | −594−2.6% | Reduced |
| Arcus Capital Partners, LLC | 23,538 | $2.29M | 0.86% | −8,445−26.4% | Reduced |
| AXS Investments LLC | 23,538 | $2.29M | 0.86% | +23,538 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 23,590 | $2.30M | 0.54% | −645−2.7% | Reduced |
| Townsend & Associates, Inc | 23,635 | $2.30M | 1.14% | +26+0.1% | Added |
| Texas Yale Capital Corp. | 23,655 | $2.30M | 0.13% | +275+1.2% | Added |
| TD Private Client Wealth LLC | 23,711 | $2.31M | 0.10% | −17,287−42.2% | Reduced |
| Culbertson A N & Co Inc | 23,900 | $2.33M | 0.48% | −905−3.6% | Reduced |
| Lincoln National Corp | 24,479 | $2.35M | 0.05% | +4,156+20.4% | Added |
| AE Wealth Management LLC | 24,159 | $2.35M | 0.02% | +60+0.2% | Added |
| Gladstone Institutional Advisory LLC | 24,195 | $2.35M | 0.23% | +8,789+57.0% | Added |
| Synovus Financial Corp | 24,301 | $2.37M | 0.02% | −7,417−23.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 24,497 | $2.38M | 0.05% | +20+0.1% | Added |
| Aureus Asset Management, LLC | 24,641 | $2.40M | 0.16% | +24,641 | New |
| Prudent Man Advisors, LLC | 24,926 | $2.43M | 0.92% | −319−1.3% | Reduced |
| IFG Advisory, LLC | 25,011 | $2.43M | 0.26% | +2,495+11.1% | Added |
| Xcel Wealth Management, LLC | 25,146 | $2.45M | 0.71% | +9,636+62.1% | Added |
| Independent Advisor Alliance | 25,168 | $2.45M | 0.14% | +4,523+21.9% | Added |
| Greenwich Wealth Management LLC | 25,303 | $2.46M | 0.20% | −158−0.6% | Reduced |
| National Asset Management, Inc. | 25,512 | $2.47M | 0.08% | +592+2.4% | Added |
| IndexIQ Advisors LLC | 25,584 | $2.49M | 0.08% | +1,020+4.2% | Added |
| Community Trust & Investment Co | 25,683 | $2.50M | 0.21% | +16,411+177.0% | Added |
| Sumitomo Life Insurance Co | 25,981 | $2.53M | 0.07% | −1,098−4.1% | Reduced |
| Koshinski Asset Management, Inc. | 26,135 | $2.54M | 0.22% | +9,856+60.5% | Added |
| Chemung Canal Trust Co | 26,243 | $2.55M | 0.49% | −47,475−64.4% | Reduced |
| Veriti Management LLC | 26,259 | $2.56M | 0.36% | +1,492+6.0% | Added |
| Geneos Wealth Management Inc. | 25,822 | $2.56M | 0.10% | +2,381+10.2% | Added |
| Park Avenue Securities LLC | 26,364 | $2.56M | 0.05% | +863+3.4% | Added |
| Hudson Canyon Capital Management | 26,408 | $2.57M | 1.98% | −980−3.6% | Reduced |
| TrimTabs Asset Management, LLC | 25,022 | $2.58M | 1.25% | 00.0% | Unchanged |
| Arrow Financial Corp | 26,712 | $2.60M | 0.34% | −21,975−45.1% | Reduced |
| Pensionfund DSM Netherlands | 26,800 | $2.61M | 0.33% | +26,800 | New |
| Dimension Capital Management LLC | 26,941 | $2.62M | 0.54% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 27,125 | $2.64M | 0.03% | −74−0.3% | Reduced |
| Ritholtz Wealth Management | 27,205 | $2.65M | 0.18% | +4,337+19.0% | Added |
| Ibex Wealth Advisors | 27,310 | $2.66M | 0.51% | +1,049+4.0% | Added |
| HCR Wealth Advisors | 27,420 | $2.67M | 0.45% | +631+2.4% | Added |
| Van Leeuwen & Company, LLC | 27,480 | $2.67M | 1.64% | +27,480 | New |
| Homrich & Berg | 27,583 | $2.68M | 0.06% | −163−0.6% | Reduced |
| Assetmark, Inc | 27,704 | $2.70M | 0.01% | −34,401−55.4% | Reduced |
| Union Heritage Capital, LLC | 27,747 | $2.70M | 1.27% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 27,853 | $2.71M | 0.32% | +196+0.7% | Added |
| Occidental Asset Management, LLC | 27,893 | $2.71M | 0.70% | +1,004+3.7% | Added |
| Venture Visionary Partners LLC | 27,948 | $2.72M | 0.19% | +99+0.4% | Added |
| Spouting Rock Asset Management, LLC | 28,238 | $2.75M | 1.37% | −6,571−18.9% | Reduced |
| Heron Financial Group, LLC | 28,262 | $2.75M | 1.53% | +440+1.6% | Added |
| Van Eck Associates Corp | 28,341 | $2.76M | 0.01% | −10,076−26.2% | Reduced |
| JustInvest LLC | 28,441 | $2.77M | 0.25% | +4,077+16.7% | Added |
| Raymond James Trust N.A. | 28,601 | $2.78M | 0.09% | −2,077−6.8% | Reduced |
| Essex Investment Management Co LLC | 28,763 | $2.80M | 0.34% | −13,760−32.4% | Reduced |
| Palisade Asset Management, LLC | 28,842 | $2.81M | 0.34% | −48−0.2% | Reduced |
| Stevens Capital Management LP | 28,906 | $2.81M | 1.18% | +28,906 | New |
| Sowell Financial Services LLC | 29,252 | $2.85M | 0.19% | −3,984−12.0% | Reduced |
| Blueshift Asset Management, LLC | 29,463 | $2.87M | 0.16% | +18,693+173.6% | Added |
| Freedom Day Solutions, LLC | 29,486 | $2.87M | 1.34% | −2,305−7.3% | Reduced |
| Bank of New Hampshire | 31,379 | $2.88M | 0.77% | 00.0% | Unchanged |
| Regions Financial Corp | 29,566 | $2.88M | 0.02% | −651−2.2% | Reduced |
| Parallel Advisors, LLC | 29,651 | $2.88M | 0.12% | +1,058+3.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 29,843 | $2.90M | 0.21% | −2,058−6.5% | Reduced |
| Bowling Portfolio Management LLC | 29,932 | $2.91M | 0.65% | −61−0.2% | Reduced |
| Everence Capital Management Inc | 29,931 | $2.91M | 0.24% | 00.0% | Unchanged |
| Gifford Fong Associates | 30,000 | $2.92M | 0.57% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 30,000 | $2.92M | 0.16% | +29,890+27,172.7% | Added |
| Marshall Wace North America L.P. | 30,006 | $2.92M | 0.01% | −86,087−74.2% | Reduced |
| Foster & Motley Inc | 30,065 | $2.93M | 0.24% | −1,201−3.8% | Reduced |
| Cerity Partners LLC | 30,209 | $2.94M | 0.06% | −1,832−5.7% | Reduced |
| Shell Asset Management Co | 30,473 | $2.96M | 0.07% | −730−2.3% | Reduced |
| Pathstone Family Office, LLC | 30,596 | $2.98M | 0.09% | +223+0.7% | Added |
| Greenleaf Trust | 31,197 | $3.04M | 0.04% | +1,029+3.4% | Added |
| Cetera Advisor Networks LLC | 31,714 | $3.05M | 0.04% | +3,890+14.0% | Added |
| Dynamic Advisor Solutions LLC | 31,445 | $3.06M | 0.23% | +1,013+3.3% | Added |
| Capital International Inc | 31,472 | $3.06M | 0.03% | −3,779−10.7% | Reduced |