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, 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 | 2,746 | $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, 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 |
|---|---|---|---|---|---|
| Covenant Multifamily Offices, LLC | 31,159 | $3.09M | 0.56% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 31,993 | $3.11M | 2.34% | −1,250−3.8% | Reduced |
| Sigma Planning Corp | 32,196 | $3.13M | 0.10% | +13,713+74.2% | Added |
| Lipe & Dalton | 32,298 | $3.14M | 1.61% | −174−0.5% | Reduced |
| Kempen Capital Management N.V. | 32,310 | $3.14M | 0.11% | −9,808−23.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 32,335 | $3.15M | 0.04% | −40−0.1% | Reduced |
| Virginia Retirement Systems Et Al | 32,500 | $3.16M | 0.03% | −241,100−88.1% | Reduced |
| Varma Mutual Pension Insurance Co | 32,911 | $3.20M | 0.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 33,105 | $3.22M | 0.20% | +288+0.9% | Added |
| Chase Investment Counsel Corp | 33,436 | $3.25M | 1.40% | −1,690−4.8% | Reduced |
| Assenagon Asset Management S.A. | 33,516 | $3.26M | 0.01% | +13,111+64.3% | Added |
| Meiji Yasuda Life Insurance Co | 33,807 | $3.29M | 0.06% | +1,266+3.9% | Added |
| Cohen Klingenstein LLC | 31,400 | $3.30M | 0.14% | 00.0% | Unchanged |
| Capula Management Ltd | 34,070 | $3.32M | 0.26% | +23,521+223.0% | Added |
| Redpoint Investment Management Pty Ltd | 34,109 | $3.32M | 0.28% | −842−2.4% | Reduced |
| Hennessy Advisors Inc | 34,500 | $3.36M | 0.20% | −1,500−4.2% | Reduced |
| Siemens Fonds Invest GmbH | 34,589 | $3.37M | 0.22% | +1,508+4.6% | Added |
| Symmetry Partners, LLC | 34,350 | $3.41M | 0.22% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 35,584 | $3.46M | 0.06% | +5,181+17.0% | Added |
| Great Diamond Partners, LLC | 35,650 | $3.47M | 0.95% | +638+1.8% | Added |
| KCM Investment Advisors LLC | 35,746 | $3.48M | 0.14% | −611−1.7% | Reduced |
| Sculati Wealth Management, LLC | 35,828 | $3.49M | 1.85% | −620−1.7% | Reduced |
| Affinity Investment Advisors, LLC | 36,163 | $3.52M | 1.58% | −612−1.7% | Reduced |
| World Asset Management Inc | 36,294 | $3.53M | 0.35% | −3,589−9.0% | Reduced |
| Verition Fund Management LLC | 36,594 | $3.56M | 0.05% | +36,594 | New |
| Allstate Corp | 36,729 | $3.57M | 0.15% | −2,713−6.9% | Reduced |
| Fma Advisory Inc | 37,177 | $3.62M | 1.35% | −1,693−4.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 37,653 | $3.66M | 0.67% | +37,653 | New |
| Northeast Investment Management | 37,835 | $3.68M | 0.20% | −92−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 37,965 | $3.69M | 0.06% | +1,120+3.0% | Added |
| Logan Capital Management Inc | 37,977 | $3.70M | 0.17% | +2,391+6.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 38,382 | $3.73M | 0.04% | +3,457+9.9% | Added |
| IBM Retirement Fund | 38,486 | $3.75M | 0.29% | −684−1.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 38,497 | $3.75M | 0.40% | −244−0.6% | Reduced |
| Brookfield Asset Management Inc. | 38,780 | $3.77M | 0.02% | −103,949−72.8% | Reduced |
| TBH Global Asset Management, LLC | 38,960 | $3.79M | 0.88% | +2,802+7.7% | Added |
| Equitable Trust Co | 39,005 | $3.79M | 0.24% | +669+1.7% | Added |
| Castleark Management LLC | 39,200 | $3.81M | 0.15% | 00.0% | Unchanged |
| CastleArk Alternatives, LLC | 39,200 | $3.81M | 0.15% | +39,200 | New |
| Maltese Capital Management LLC | 40,000 | $3.89M | 0.67% | −122,515−75.4% | Reduced |
| Cresset Asset Management, LLC | 40,146 | $3.91M | 0.05% | +10,663+36.2% | Added |
| Glenmede Trust Co NA | 40,327 | $3.92M | 0.02% | −2,223−5.2% | Reduced |
| Patten & Patten Inc | 40,325 | $3.92M | 0.30% | −1,136−2.7% | Reduced |
| Kessler Investment Group, LLC | 40,371 | $3.93M | 2.79% | +40,371 | New |
| KMG Fiduciary Partners, LLC | 40,452 | $3.94M | 0.67% | +24,150+148.1% | Added |
| Tdam USA Inc. | 40,593 | $3.95M | 0.26% | −55,574−57.8% | Reduced |
| Los Angeles Capital Management LLC | 40,609 | $3.95M | 0.02% | +2,040+5.3% | Added |
| Lincluden Management Ltd | 40,730 | $3.96M | 0.40% | −3,313−7.5% | Reduced |
| TownSquare Capital, LLC | 40,732 | $3.96M | 0.11% | +5,215+14.7% | Added |
| Comerica Securities,inc. | 41,517 | $4.04M | 0.29% | +8,850+27.1% | Added |
| Tocqueville Asset Management L.P. | 41,628 | $4.05M | 0.06% | −4,206−9.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 41,642 | $4.05M | 0.27% | −4,584−9.9% | Reduced |
| DCM Advisors, LLC | 41,824 | $4.07M | 1.57% | +34,072+439.5% | Added |
| MRJ Capital Inc | 41,908 | $4.08M | 2.39% | −2,161−4.9% | Reduced |
| Hunter Associates Investment Management LLC | 42,223 | $4.11M | 1.32% | +1,808+4.5% | Added |
| Morse Asset Management, Inc | 42,223 | $4.11M | 0.98% | +5,300+14.4% | Added |
| KCS Wealth Advisory | 42,357 | $4.12M | 1.95% | −1,504−3.4% | Reduced |
| Mitchell Capital Management Co | 42,653 | $4.15M | 0.93% | +1,959+4.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 42,762 | $4.16M | 0.18% | +42,762 | New |
| Huntington National Bank | 43,035 | $4.19M | 0.04% | +1,037+2.5% | Added |
| Level Four Advisory Services, LLC | 43,096 | $4.19M | 0.44% | −3,911−8.3% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 43,125 | $4.20M | 2.72% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 43,268 | $4.21M | 0.21% | +1,210+2.9% | Added |
| HAP Trading, LLC | 43,544 | $4.24M | 0.31% | −10,446−19.3% | Reduced |
| FDx Advisors, Inc. | 43,595 | $4.24M | 0.14% | −5,946−12.0% | Reduced |
| Massmutual Trust Co FSB | 43,664 | $4.25M | 0.18% | −973−2.2% | Reduced |
| Joel Isaacson & Co., LLC | 44,074 | $4.29M | 0.32% | −195−0.4% | Reduced |
| Cigna Investments Inc | 44,096 | $4.29M | 0.32% | −1,740−3.8% | Reduced |
| Institutional & Family Asset Management, LLC | 44,318 | $4.31M | 0.70% | −3,671−7.6% | Reduced |
| Hancock Whitney Corp | 44,584 | $4.34M | 0.15% | +8,034+22.0% | Added |
| Illinois Municipal Retirement Fund | 44,879 | $4.37M | 0.16% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 45,126 | $4.39M | 2.26% | −12,215−21.3% | Reduced |
| Roanoke Asset Management Corp | 45,278 | $4.41M | 1.56% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 45,350 | $4.44M | 0.65% | −10,000−18.1% | Reduced |
| DRW Securities, LLC | 45,623 | $4.44M | 1.31% | +41,656+1,050.1% | Added |
| Modera Wealth Management, LLC | 45,683 | $4.45M | 0.23% | −4,590−9.1% | Reduced |
| Transcend Wealth Collective, LLC | 43,078 | $4.46M | 0.40% | +2,573+6.4% | Added |
| Veritable, L.P. | 45,927 | $4.47M | 0.07% | +133+0.3% | Added |
| Mayflower Financial Advisors, LLC | 44,279 | $4.50M | 0.61% | +206+0.5% | Added |
| Heritage Trust Co | 46,909 | $4.57M | 0.64% | −2,480−5.0% | Reduced |
| SkyOak Wealth, LLC | 47,240 | $4.60M | 1.24% | −178−0.4% | Reduced |
| Ninety One SA (PTY) Ltd | 46,552 | $4.60M | 1.79% | −531−1.1% | Reduced |
| Neville Rodie & Shaw Inc | 47,825 | $4.65M | 0.36% | +1,127+2.4% | Added |
| Albion Financial Group | 48,165 | $4.69M | 0.41% | +32+0.1% | Added |
| Corient Capital Partners, LLC | 48,590 | $4.73M | 0.35% | −399−0.8% | Reduced |
| First Hawaiian Bank | 48,643 | $4.73M | 0.19% | −6,485−11.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 48,787 | $4.75M | 0.05% | +3,728+8.3% | Added |
| Elk River Wealth Management, LLC | 48,939 | $4.76M | 1.20% | +1,738+3.7% | Added |
| Norinchukin Bank, The | 49,366 | $4.80M | 0.07% | +4,011+8.8% | Added |
| Odey Asset Management Group Ltd | 49,400 | $4.81M | 1.28% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 49,822 | $4.85M | 0.10% | +35,192+240.5% | Added |
| Washington Trust Bank | 50,062 | $4.87M | 0.57% | 00.0% | Unchanged |
| Mark Stevens | 50,063 | $4.87M | 0.55% | −2,332−4.5% | Reduced |
| Regent Investment Management LLC | 50,095 | $4.88M | 1.17% | −785−1.5% | Reduced |
| Principal Street Partners, LLC | 50,447 | $4.91M | 1.34% | −13,890−21.6% | Reduced |
| Engineers Gate Manager LP | 50,765 | $4.94M | 0.28% | −15,703−23.6% | Reduced |
| Stephens Inc | 51,137 | $4.98M | 0.08% | −4,553−8.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 51,368 | $5.00M | 0.40% | +578+1.1% | Added |
| Advisor Partners LLC | 51,421 | $5.00M | 0.34% | −2,188−4.1% | Reduced |
| Consolidated Investment Group LLC | 51,600 | $5.02M | 0.79% | 00.0% | Unchanged |