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 | $218.1B |
| 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 |
|---|---|---|---|---|---|
| Riverview Trust Co | 581 | $57.0K | 0.06% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 594 | $58.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 601 | $58.0K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $58.4K | 0.01% | −170−22.1% | Reduced |
| CVA Family Office, LLC | 1,222 | $59.0K | 0.04% | −1,616−56.9% | Reduced |
| Vigilant Capital Management, LLC | 613 | $60.0K | 0.00% | +613 | New |
| LFA - Lugano Financial Advisors SA | 625 | $61.0K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 624 | $61.0K | 0.04% | +312+100.0% | Added |
| Meridian Wealth Partners, LLC | 631 | $62.0K | 0.01% | +631 | New |
| Bell Investment Advisors, Inc | 639 | $62.0K | 0.02% | +639 | New |
| Larson Financial Group LLC | 662 | $64.0K | 0.01% | +5+0.8% | Added |
| Kowal Investment Group, LLC | 659 | $64.0K | 0.02% | +659 | New |
| Carmichael Hill & Associates, Inc. | 663 | $65.0K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 680 | $66.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 680 | $66.0K | 0.02% | +1+0.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 680 | $66.2K | 0.08% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 693 | $67.0K | 0.02% | +693 | New |
| Hexagon Capital Partners LLC | 697 | $68.0K | 0.02% | −599−46.2% | Reduced |
| AllSquare Wealth Management LLC | 696 | $68.0K | 0.04% | −131−15.8% | Reduced |
| Creative Financial Designs Inc | 702 | $68.0K | 0.01% | +1+0.1% | Added |
| M&R Capital Management Inc | 708 | $68.0K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 720 | $70.0K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 752 | $73.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 756 | $74.0K | 0.09% | +5+0.7% | Added |
| Gemmer Asset Management LLC | 784 | $76.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 800 | $77.8K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 800 | $78.0K | 0.06% | 00.0% | Unchanged |
| Glassman Wealth Services | 807 | $79.0K | 0.02% | −7−0.9% | Reduced |
| CoreFirst Bank & Trust | 811 | $79.0K | 0.05% | 00.0% | Unchanged |
| Corsicana & Co. | 807 | $79.0K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 837 | $81.0K | 0.01% | +57+7.3% | Added |
| TSFG, LLC | 839 | $82.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 869 | $84.6K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 885 | $86.0K | 0.03% | +130+17.2% | Added |
| Tarbox Family Office, Inc. | 928 | $90.0K | 0.02% | −13−1.4% | Reduced |
| Cedar Wealth Management, LLC | 922 | $90.0K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 970 | $94.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 977 | $95.0K | 0.01% | −107−9.9% | Reduced |
| WD Rutherford LLC | 975 | $95.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 984 | $96.0K | 0.00% | +111+12.7% | Added |
| First National Bank of South Miami | 1,000 | $97.0K | 0.07% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,015 | $99.0K | 0.04% | −26−2.5% | Reduced |
| Founders Capital Management | 1,060 | $103.0K | 0.07% | +106+11.1% | Added |
| Eukles Asset Management | 1,067 | $104.0K | 0.06% | −1,571−59.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,081 | $105.0K | 0.02% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,091 | $106.0K | 0.06% | +7+0.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,104 | $107.0K | 0.08% | 00.0% | Unchanged |
| Resources Management Corp | 1,109 | $108.0K | 0.02% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,116 | $109.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,119 | $109.0K | 0.00% | +1,119 | New |
| West Paces Advisors Inc. | 1,139 | $110.8K | 0.04% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,151 | $112.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,173 | $114.0K | 0.02% | −212−15.3% | Reduced |
| Bedel Financial Consulting, Inc. | 1,194 | $116.0K | 0.04% | −20−1.6% | Reduced |
| Prentice Wealth Management LLC | 1,205 | $117.0K | 0.06% | −1−0.1% | Reduced |
| Evolution Wealth Advisors, LLC | 1,215 | $118.0K | 0.03% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 1,235 | $120.0K | 0.01% | +785+174.4% | Added |
| Dividend Assets Capital, LLC | 1,267 | $123.0K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,296 | $126.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 1,323 | $129.0K | 0.02% | +7+0.5% | Added |
| Gleason Group, Inc. | 1,326 | $129.0K | 0.05% | +9+0.7% | Added |
| Silvant Capital Management LLC | 1,357 | $132.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,364 | $133.0K | 0.06% | +36+2.7% | Added |
| Laffer Tengler Investments | 1,415 | $137.7K | 0.04% | +504+55.3% | Added |
| Vectors Research Management, LLC | 1,503 | $146.0K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,514 | $147.0K | 0.02% | +356+30.7% | Added |
| Capital Directions Investment Advisors, LLC | 1,545 | $150.0K | 0.05% | 00.0% | Unchanged |
| Key Financial Inc | 1,584 | $154.0K | 0.09% | 00.0% | Unchanged |
| First Manhattan Co | 1,585 | $154.0K | 0.00% | −56−3.4% | Reduced |
| Cranbrook Wealth Management, LLC | 1,632 | $159.0K | 0.04% | +172+11.8% | Added |
| Global Retirement Partners, LLC | 1,640 | $160.0K | 0.02% | +260+18.8% | Added |
| Mizuho Securities Co. Ltd. | 1,660 | $162.0K | 0.05% | +1,210+268.9% | Added |
| Lindbrook Capital, LLC | 1,675 | $163.0K | 0.04% | +71+4.4% | Added |
| Lenox Wealth Advisors, LLC | 1,672 | $163.0K | 0.02% | +974+139.5% | Added |
| Concord Wealth Partners | 1,683 | $164.0K | 0.07% | −3,248−65.9% | Reduced |
| Edge Wealth Management LLC | 1,685 | $164.0K | 0.03% | +85+5.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,708 | $166.0K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,700 | $170.0K | 0.10% | +1,700 | New |
| Baystate Wealth Management LLC | 1,830 | $178.0K | 0.02% | +141+8.3% | Added |
| American National Bank | 1,842 | $179.0K | 0.04% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,837 | $179.0K | 0.08% | +1,837 | New |
| Sandy Spring Bank | 1,900 | $186.0K | 0.01% | −270−12.4% | Reduced |
| Endurance Wealth Management, Inc. | 1,916 | $186.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,922 | $187.0K | 0.12% | +787+69.3% | Added |
| BerganKDV Wealth Management, LLC | 1,938 | $189.0K | 0.02% | +1+0.1% | Added |
| FinTrust Capital Advisors, LLC | 1,967 | $191.0K | 0.05% | −501−20.3% | Reduced |
| Old North State Trust, LLC | 1,962 | $191.0K | 0.17% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,991 | $194.0K | 0.12% | +1,391+231.8% | Added |
| Interactive Financial Advisors | 2,000 | $195.0K | 0.09% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 2,051 | $200.0K | 0.02% | −137−6.3% | Reduced |
| Fort Sheridan Advisors LLC | 2,069 | $201.0K | 0.07% | +2,069 | New |
| Rock Creek Group, LP | 2,071 | $202.0K | 0.03% | −951−31.5% | Reduced |
| Valley National Advisers Inc | 2,073 | $202.0K | 0.04% | +3+0.1% | Added |
| SignalPoint Asset Management, LLC | 2,079 | $202.0K | 0.06% | +2,079 | New |
| Nwam LLC | 2,087 | $203.0K | 0.02% | +2,087 | New |
| Almanack Investment Partners, LLC. | 2,090 | $203.0K | 0.02% | +2,090 | New |
| Prestige Wealth Management Group LLC | 2,097 | $204.0K | 0.05% | 00.0% | Unchanged |
| Brave Asset Management Inc | 2,100 | $204.0K | 0.06% | +2,100 | New |
| Northwest Bancshares, Inc. | 2,109 | $205.0K | 0.05% | +2,109 | New |
| Fieldpoint Private Securities, LLC | 2,120 | $206.0K | 0.05% | +149+7.6% | Added |