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 |
|---|---|---|---|---|---|
| Winslow Capital Management, LLC | 51,781 | $5.04M | 0.02% | −40,316−43.8% | Reduced |
| Atria Investments LLC | 51,980 | $5.06M | 0.09% | −3,468−6.3% | Reduced |
| Marshall Wace, LLP | 52,112 | $5.07M | 0.03% | −130,300−71.4% | Reduced |
| Baxter Bros Inc | 52,127 | $5.07M | 0.81% | +260+0.5% | Added |
| NWK Group, Inc. | 52,167 | $5.08M | 2.01% | +1,105+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 52,297 | $5.09M | 0.01% | −54,291−50.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 52,833 | $5.14M | 0.88% | +2,930+5.9% | Added |
| Prelude Capital Management, LLC | 53,558 | $5.21M | 0.28% | −14,831−21.7% | Reduced |
| Caption Management, LLC | 54,800 | $5.33M | 0.35% | +54,800 | New |
| Gsa Capital Partners LLP | 54,900 | $5.34M | 0.54% | +39,700+261.2% | Added |
| Northern Oak Wealth Management Inc | 55,523 | $5.40M | 0.66% | −114−0.2% | Reduced |
| EWG Elevate Inc. | 56,312 | $5.48M | 2.27% | +56,312 | New |
| MainStreet Investment Advisors LLC | 56,616 | $5.51M | 0.53% | −4,223−6.9% | Reduced |
| Alerus Financial NA | 56,869 | $5.53M | 0.50% | −631−1.1% | Reduced |
| Walleye Trading LLC | 57,023 | $5.55M | 0.13% | +57,023 | New |
| Cumberland Partners Ltd | 57,515 | $5.60M | 0.46% | +9,586+20.0% | Added |
| Central Trust Co | 58,398 | $5.68M | 0.20% | +15,168+35.1% | Added |
| Wills Financial Group, Inc. | 59,015 | $5.74M | 2.58% | +770+1.3% | Added |
| Canandaigua National Corp | 59,775 | $5.82M | 0.95% | −190.0% | Reduced |
| Central Bank & Trust Co | 60,171 | $5.86M | 0.96% | +22,320+59.0% | Added |
| Glenview Trust Co | 60,275 | $5.87M | 0.23% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 60,905 | $5.93M | 1.02% | +60,905 | New |
| NorthCoast Asset Management LLC | 61,106 | $5.96M | 0.22% | −18,996−23.7% | Reduced |
| Iowa State Bank | 61,886 | $6.02M | 1.68% | +129+0.2% | Added |
| SG Americas Securities, LLC | 62,764 | $6.11M | 0.03% | +25,502+68.4% | Added |
| Boston Private Wealth LLC | 62,980 | $6.13M | 0.08% | −404−0.6% | Reduced |
| Wolverine Trading, LLC | 61,624 | $6.13M | 0.13% | −48,196−43.9% | Reduced |
| Oppenheimer & Co Inc | 63,173 | $6.15M | 0.12% | −4,475−6.6% | Reduced |
| Banque Cantonale Vaudoise | 63,275 | $6.16M | 0.27% | +9,324+17.3% | Added |
| Meeder Asset Management Inc | 63,319 | $6.16M | 0.32% | +997+1.6% | Added |
| Ameritas Investment Partners, Inc. | 63,412 | $6.17M | 0.23% | +547+0.9% | Added |
| Cinctive Capital Management LP | 63,475 | $6.18M | 0.34% | +44,326+231.5% | Added |
| Meyer Handelman Co | 63,542 | $6.18M | 0.25% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 65,318 | $6.36M | 1.71% | −668−1.0% | Reduced |
| Easterly Investment Partners LLC | 65,366 | $6.36M | 0.43% | −164,033−71.5% | Reduced |
| Trexquant Investment LP | 65,401 | $6.36M | 0.51% | +56,585+641.8% | Added |
| Banque Pictet & Cie SA | 65,515 | $6.38M | 0.07% | −3,907−5.6% | Reduced |
| Caas Capital Management LP | 65,730 | $6.40M | 0.48% | +65,730 | New |
| Ethic Inc. | 66,216 | $6.44M | 0.66% | +26,892+68.4% | Added |
| Jefferies Group LLC | 66,850 | $6.51M | 0.16% | +17,705+36.0% | Added |
| Oak Harvest Investment Services | 67,085 | $6.53M | 1.90% | +8,131+13.8% | Added |
| Avitas Wealth Management LLC | 67,738 | $6.59M | 1.20% | −131−0.2% | Reduced |
| Oliver Luxxe Assets LLC | 68,259 | $6.64M | 1.83% | +711+1.1% | Added |
| L & S Advisors Inc | 68,469 | $6.66M | 0.72% | +47,191+221.8% | Added |
| Copperwynd Financial, LLC | 68,666 | $6.68M | 2.76% | +68,666 | New |
| Walleye Capital LLC | 68,909 | $6.71M | 0.20% | −15,421−18.3% | Reduced |
| Catalyst Capital Advisors LLC | 69,200 | $6.73M | 0.34% | −3,600−4.9% | Reduced |
| Gibraltar Capital Management, Inc. | 69,988 | $6.81M | 3.46% | −16,533−19.1% | Reduced |
| Private Advisor Group, LLC | 70,139 | $6.83M | 0.04% | +29,896+74.3% | Added |
| Baugh & Associates, LLC | 70,387 | $6.85M | 4.19% | −141−0.2% | Reduced |
| German American Bancorp, Inc. | 71,023 | $6.91M | 1.06% | +1,943+2.8% | Added |
| Cetera Investment Advisers | 82,224 | $6.95M | 0.11% | +17,656+27.3% | Added |
| D.A. Davidson & Co. | 71,414 | $6.95M | 0.08% | −3,300−4.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 71,444 | $6.95M | 0.04% | −178,157−71.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 71,913 | $7.00M | 0.44% | −4,000−5.3% | Reduced |
| Pinebridge Investments, L.P. | 72,965 | $7.10M | 0.08% | −8,569−10.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 73,212 | $7.12M | 0.14% | +5,617+8.3% | Added |
| Connors Investor Services Inc | 73,481 | $7.15M | 0.76% | −2,000−2.6% | Reduced |
| Twinbeech Capital LP | 73,936 | $7.20M | 0.51% | −2,089−2.7% | Reduced |
| Rockefeller Capital Management L.P. | 74,554 | $7.25M | 0.04% | +36,996+98.5% | Added |
| Kings Point Capital Management | 74,853 | $7.28M | 0.65% | +5,922+8.6% | Added |
| Lorne Steinberg Wealth Management Inc. | 74,872 | $7.29M | 3.53% | −280−0.4% | Reduced |
| Gemsstock Limited | 75,000 | $7.30M | 3.31% | −39,600−34.6% | Reduced |
| Capstone Investment Advisors, LLC | 76,422 | $7.44M | 0.13% | +76,422 | New |
| AlphaCrest Capital Management LLC | 76,451 | $7.44M | 0.38% | +40,354+111.8% | Added |
| Kestra Advisory Services, LLC | 76,530 | $7.45M | 0.07% | +4,225+5.8% | Added |
| Westbourne Investment Advisors, Inc. | 77,553 | $7.55M | 3.44% | −1,470−1.9% | Reduced |
| Clear Street Markets LLC | 77,901 | $7.58M | 1.67% | +48,801+167.7% | Added |
| Appleton Partners Inc | 79,012 | $7.69M | 0.64% | +12,365+18.6% | Added |
| Duality Advisers, LP | 79,096 | $7.70M | 0.59% | +44,158+126.4% | Added |
| Capital Analysts, LLC | 79,390 | $7.72M | 0.51% | −974−1.2% | Reduced |
| Cito Capital Group, LLC | 80,948 | $7.88M | 3.68% | −5,080−5.9% | Reduced |
| First National Bank of Omaha | 81,013 | $7.88M | 0.40% | −10,596−11.6% | Reduced |
| Ieq Capital, LLC | 82,334 | $7.94M | 0.21% | +1,191+1.5% | Added |
| D L Carlson Investment Group Inc | 81,720 | $7.95M | 1.38% | +140.0% | Added |
| Pacer Advisors, Inc. | 81,887 | $7.97M | 0.10% | −14,588−15.1% | Reduced |
| First Citizens Bank & Trust Co | 82,357 | $8.01M | 0.38% | +1,175+1.4% | Added |
| Burns J W & Co Inc | 82,541 | $8.03M | 1.26% | −745−0.9% | Reduced |
| Nomura Holdings Inc | 87,855 | $8.13M | 0.06% | +62,371+244.7% | Added |
| Twin Capital Management Inc | 83,628 | $8.14M | 0.83% | −10,180−10.9% | Reduced |
| Jupiter Wealth Management LLC | 84,092 | $8.22M | 3.88% | −7,247−7.9% | Reduced |
| Banco Santander, S.A. | 84,641 | $8.24M | 0.04% | −11,966−12.4% | Reduced |
| Brown Advisory Inc | 85,048 | $8.28M | 0.01% | −881−1.0% | Reduced |
| Alberta Investment Management Corp | 85,300 | $8.30M | 0.07% | +22,700+36.3% | Added |
| Spectrum Management Group, LLC | 85,909 | $8.36M | 1.32% | +29,640+52.7% | Added |
| YHB Investment Advisors, Inc. | 85,927 | $8.36M | 0.72% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 86,130 | $8.38M | 0.39% | −546−0.6% | Reduced |
| McGuire Investment Group, LLC | 86,455 | $8.41M | 1.58% | +446+0.5% | Added |
| Ashfield Capital Partners, LLC | 87,218 | $8.49M | 0.60% | +460+0.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 87,230 | $8.49M | 0.20% | −2,692−3.0% | Reduced |
| Prospera Financial Services Inc | 88,087 | $8.57M | 0.43% | −10,328−10.5% | Reduced |
| Credit Agricole S A | 88,578 | $8.62M | 0.31% | −47,900−35.1% | Reduced |
| Nicholas Investment Partners, LP | 90,000 | $8.76M | 0.64% | 00.0% | Unchanged |
| Simplex Trading, LLC | 95,934 | $8.83M | 0.31% | +13,746+16.7% | Added |
| Louisiana State Employees Retirement System | 90,900 | $8.85M | 0.21% | −1,900−2.0% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $8.95M | 1.11% | 00.0% | Unchanged |
| Telemus Capital, LLC | 92,230 | $8.97M | 0.76% | +893+1.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 92,457 | $9.00M | 0.34% | −135,130−59.4% | Reduced |
| Atika Capital Management LLC | 92,800 | $9.03M | 0.64% | +92,800 | New |
| Point72 Asset Management, L.P. | 93,200 | $9.07M | 0.04% | −139,500−59.9% | Reduced |