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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 95,607 | $9.30M | 0.39% | +2,615+2.8% | Added |
| White Pine Investment CO | 96,168 | $9.36M | 3.27% | −6,050−5.9% | Reduced |
| Dowling & Yahnke LLC | 96,228 | $9.36M | 0.52% | −964−1.0% | Reduced |
| Elo Mutual Pension Insurance Co | 97,177 | $9.46M | 0.30% | −1,648−1.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 97,313 | $9.47M | 0.22% | −8,032−7.6% | Reduced |
| New Mexico Educational Retirement Board | 97,410 | $9.48M | 0.33% | −2,600−2.6% | Reduced |
| Cornerstone Advisors, LLC | 98,000 | $9.54M | 0.55% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 98,163 | $9.55M | 0.15% | +19,702+25.1% | Added |
| BBVA USA | 98,741 | $9.61M | 0.56% | −9,447−8.7% | Reduced |
| Hudson Bay Capital Management LP | 100,000 | $9.73M | 0.14% | −25,001−20.0% | Reduced |
| Mirabella Financial Services LLP | 100,674 | $9.80M | 1.29% | +80,771+405.8% | Added |
| Thompson Siegel & Walmsley LLC | 100,800 | $9.81M | 0.14% | +15,000+17.5% | Added |
| Flputnam Investment Management Co | 101,532 | $9.88M | 0.34% | −318−0.3% | Reduced |
| Montag A & Associates Inc | 101,550 | $9.88M | 0.53% | −1,567−1.5% | Reduced |
| People's United Financial, Inc. | 102,000 | $9.93M | 0.22% | +198+0.2% | Added |
| Motco | 103,488 | $10.1M | 0.66% | −7,697−6.9% | Reduced |
| Polar Capital Holdings Plc | 104,806 | $10.2M | 0.06% | +104,806 | New |
| Becker Capital Management Inc | 106,178 | $10.3M | 0.44% | +634+0.6% | Added |
| Maryland State Retirement & Pension System | 103,853 | $10.4M | 0.29% | −1,367−1.3% | Reduced |
| CMT Capital Markets Trading GmbH | 104,482 | $10.4M | 3.94% | +95,474+1,059.9% | Added |
| St Germain D J Co Inc | 106,908 | $10.4M | 0.64% | −3,602−3.3% | Reduced |
| Swarthmore Group Inc | 116,208 | $10.7M | 2.75% | 00.0% | Unchanged |
| Creative Planning | 109,731 | $10.7M | 0.02% | +5,708+5.5% | Added |
| Core Alternative Capital | 110,169 | $10.7M | 2.28% | −452−0.4% | Reduced |
| Quantbot Technologies LP | 110,785 | $10.8M | 0.79% | +110,785 | New |
| MML Investors Services, LLC | 112,926 | $11.0M | 0.09% | +540+0.5% | Added |
| Captrust Financial Advisors | 113,079 | $11.0M | 0.09% | −1,713−1.5% | Reduced |
| Argent Trust Co | 113,635 | $11.1M | 0.71% | −220−0.2% | Reduced |
| Howe & Rusling Inc | 115,422 | $11.2M | 1.41% | +2,010+1.8% | Added |
| Jane Street Group, LLC | 116,475 | $11.3M | 0.03% | −105,308−47.5% | Reduced |
| Shelton Capital Management | 118,910 | $11.6M | 0.45% | −5,885−4.7% | Reduced |
| Grassi Investment Management | 118,950 | $11.6M | 1.30% | 00.0% | Unchanged |
| Xponance, Inc. | 119,281 | $11.6M | 0.22% | −8,522−6.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 120,486 | $11.7M | 0.06% | +6,326+5.5% | Added |
| Baird Financial Group, Inc. | 121,564 | $11.8M | 0.03% | +77,954+178.8% | Added |
| BTC Capital Management, Inc. | 121,677 | $11.8M | 1.33% | −13,992−10.3% | Reduced |
| Securian Asset Management, Inc | 121,793 | $11.9M | 0.24% | −3,739−3.0% | Reduced |
| ING Groep NV | 122,544 | $11.9M | 0.15% | −349,705−74.1% | Reduced |
| Brightworth | 122,863 | $12.0M | 1.08% | +436+0.4% | Added |
| Amica Mutual Insurance Co | 122,927 | $12.0M | 1.25% | +19,983+19.4% | Added |
| Mount Lucas Management LP | 123,030 | $12.0M | 3.78% | −8,683−6.6% | Reduced |
| Scotia Capital Inc. | 123,102 | $12.0M | 0.09% | +3,055+2.5% | Added |
| Acadian Asset Management LLC | 123,322 | $12.0M | 0.05% | −168,955−57.8% | Reduced |
| Wealthfront Advisers LLC | 123,825 | $12.0M | 0.06% | +20,124+19.4% | Added |
| Brinker Capital Investments, LLC | 131,797 | $12.1M | 0.19% | 00.0% | Unchanged |
| General Pension Society PZU Joint Stock Co | 124,369 | $12.1M | 3.86% | 00.0% | Unchanged |
| Blair William & Co | 124,908 | $12.2M | 0.04% | +2,058+1.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 125,486 | $12.2M | 0.08% | +39,882+46.6% | Added |
| Morgan Stanley | 127,030 | $12.4M | 0.00% | +161+0.1% | Added |
| Ci Investments Inc. | 127,424 | $12.4M | 0.05% | −22,217−14.8% | Reduced |
| Leuthold Group, LLC | 128,414 | $12.5M | 1.53% | +351+0.3% | Added |
| Achmea Investment Management B.V. | 128,827 | $12.5M | 0.38% | −35,801−21.7% | Reduced |
| Crestwood Advisors Group LLC | 129,763 | $12.6M | 0.36% | −5,100−3.8% | Reduced |
| Telos Capital Management, Inc. | 130,170 | $12.7M | 1.73% | +2,216+1.7% | Added |
| Greenwood Capital Associates LLC | 132,127 | $12.9M | 1.98% | +2,895+2.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 134,597 | $13.1M | 0.51% | −1,026−0.8% | Reduced |
| Bokf, NA | 134,694 | $13.1M | 0.23% | +134,694 | New |
| Marvin & Palmer Associates Inc | 135,017 | $13.1M | 5.33% | −15,915−10.5% | Reduced |
| Ziegler Capital Management, LLC | 135,155 | $13.2M | 0.48% | −14,801−9.9% | Reduced |
| Bank of the West | 136,490 | $13.3M | 1.39% | −18,481−11.9% | Reduced |
| Burney Co | 136,796 | $13.3M | 0.62% | −11,241−7.6% | Reduced |
| Gratus Capital LLC | 136,824 | $13.3M | 1.43% | −21,822−13.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 137,008 | $13.3M | 1.04% | +1,522+1.1% | Added |
| Myriad Asset Management Ltd. | 137,304 | $13.4M | 1.39% | +28,200+25.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 137,560 | $13.4M | 0.68% | −22,714−14.2% | Reduced |
| Squarepoint Ops LLC | 138,449 | $13.5M | 0.09% | −322,996−70.0% | Reduced |
| Socorro Asset Management LP | 139,330 | $13.6M | 3.82% | +17,670+14.5% | Added |
| Qube Research & Technologies Ltd | 140,300 | $13.7M | 0.17% | +140,300 | New |
| Hourglass Capital, LLC | 141,027 | $13.7M | 3.73% | +538+0.4% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 143,122 | $13.9M | 0.20% | +51,099+55.5% | Added |
| Hartford Investment Management Co | 143,955 | $14.0M | 0.39% | −20,392−12.4% | Reduced |
| Nicola Wealth Management Ltd. | 146,000 | $14.2M | 1.46% | −32,000−18.0% | Reduced |
| Regentatlantic Capital LLC | 148,467 | $14.4M | 0.44% | −11,049−6.9% | Reduced |
| DuPont Capital Management Corp | 148,840 | $14.5M | 0.46% | −72,294−32.7% | Reduced |
| Artemis Investment Management LLP | 149,525 | $14.5M | 0.12% | −132,620−47.0% | Reduced |
| Wade G W & Inc | 151,350 | $14.7M | 0.70% | −3,051−2.0% | Reduced |
| Hexavest Inc. | 151,388 | $14.7M | 0.90% | −30,685−16.9% | Reduced |
| Nissay Asset Management Corp | 151,415 | $14.7M | 0.12% | +3,904+2.6% | Added |
| Sit Investment Associates Inc | 153,050 | $14.9M | 0.39% | −19,485−11.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 154,251 | $15.0M | 0.16% | +154,251 | New |
| Erste Asset Management GmbH | 152,888 | $15.2M | 0.30% | −14,722−8.8% | Reduced |
| Matrix Asset Advisors Inc | 156,991 | $15.3M | 2.15% | −800−0.5% | Reduced |
| Edge Capital Group, LLC | 158,750 | $15.4M | 1.23% | −2,948−1.8% | Reduced |
| Peapack Gladstone Financial Corp | 159,316 | $15.5M | 0.32% | +1,227+0.8% | Added |
| Andra AP-fonden | 159,411 | $15.5M | 0.32% | +12,100+8.2% | Added |
| Pacific Heights Asset Management LLC | 160,000 | $15.6M | 1.48% | 00.0% | Unchanged |
| Granite Investment Advisors, LLC | 161,119 | $15.7M | 2.54% | −3,506−2.1% | Reduced |
| Pittenger & Anderson Inc | 163,164 | $15.9M | 0.80% | +1,790+1.1% | Added |
| Crossmark Global Holdings, Inc. | 164,539 | $16.0M | 0.38% | −57,832−26.0% | Reduced |
| Daiwa Securities Group Inc. | 165,545 | $16.1M | 0.11% | +23,539+16.6% | Added |
| Edgar Lomax Co | 167,645 | $16.3M | 1.05% | −3,230−1.9% | Reduced |
| Natixis | 169,086 | $16.5M | 0.06% | −965,238−85.1% | Reduced |
| Metropolitan Life Insurance Co | 169,753 | $16.5M | 0.24% | −9,216−5.1% | Reduced |
| Bailard, Inc. | 171,372 | $16.7M | 0.57% | +510.0% | Added |
| Barometer Capital Management Inc. | 174,548 | $16.9M | 3.25% | +61,163+53.9% | Added |
| Twin Tree Management, LP | 177,634 | $17.3M | 0.51% | −45,438−20.4% | Reduced |
| Bridgeway Capital Management, LLC | 177,835 | $17.3M | 0.33% | −89,900−33.6% | Reduced |
| American National Insurance Co | 180,315 | $17.5M | 0.66% | −155−0.1% | Reduced |
| LVM Capital Management Ltd | 180,325 | $17.5M | 2.65% | −8,760−4.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 181,126 | $17.6M | 0.04% | +4,857+2.8% | Added |