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 |
|---|---|---|---|---|---|
| Dumont & Blake Investment Advisors LLC | 2,122 | $206.0K | 0.06% | +2,122 | New |
| Wolff Wiese Magana LLC | 2,150 | $209.0K | 0.15% | −626−22.6% | Reduced |
| Firestone Capital Management | 2,277 | $209.0K | 0.07% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,156 | $210.0K | 0.02% | +673+45.4% | Added |
| Monument Capital Management | 2,157 | $210.0K | 0.07% | +2,157 | New |
| ZWJ Investment Counsel Inc | 2,167 | $211.0K | 0.01% | +2,167 | New |
| Cambria Investment Management, L.P. | 2,194 | $213.0K | 0.04% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 2,074 | $213.0K | 0.14% | +2,074 | New |
| Psagot Investment House Ltd. | 2,200 | $214.0K | 0.04% | −1,894−46.3% | Reduced |
| Calton & Associates, Inc. | 2,200 | $214.0K | 0.05% | −1,734−44.1% | Reduced |
| Groesbeck Investment Management Corp | 2,200 | $214.0K | 0.25% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 2,200 | $214.0K | 0.10% | +2,200 | New |
| Riversedge Advisors, LLC | 2,203 | $214.0K | 0.07% | +2,203 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2,200 | $214.0K | 0.04% | +2,200 | New |
| Sustainable Insight Capital Management, LLC | 2,216 | $216.0K | 0.14% | +2,216 | New |
| Robertson Stephens Wealth Management, LLC | 2,229 | $216.0K | 0.03% | +2,229 | New |
| Roundview Capital LLC | 2,233 | $217.0K | 0.02% | +9+0.4% | Added |
| Selective Wealth Management, Inc. | 2,228 | $217.0K | 0.11% | +1,928+642.7% | Added |
| LCNB Corp | 2,244 | $218.0K | 0.11% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,238 | $218.0K | 0.01% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 2,240 | $218.0K | 0.05% | +2,240 | New |
| Chicago Capital, LLC | 2,262 | $220.0K | 0.01% | +2,262 | New |
| Clare Market Investments LLC | 2,269 | $220.8K | 0.07% | +15+0.7% | Added |
| Hodges Capital Management Inc. | 2,270 | $221.0K | 0.02% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,284 | $222.0K | 0.07% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 2,292 | $222.0K | 0.06% | +2,292 | New |
| Proequities, Inc. | 2,288 | $223.0K | 0.01% | −343−13.0% | Reduced |
| Berman Capital Advisors, LLC | 2,315 | $224.0K | 0.04% | +65+2.9% | Added |
| NEXT Financial Group, Inc | 2,318 | $225.0K | 0.02% | −2,594−52.8% | Reduced |
| Fiduciary Group LLC | 2,181 | $226.0K | 0.03% | −189−8.0% | Reduced |
| Oakworth Capital, Inc. | 2,330 | $227.0K | 0.02% | 00.0% | Unchanged |
| Forte Capital LLC | 2,336 | $227.0K | 0.03% | +2,336 | New |
| First Affirmative Financial Network | 2,361 | $230.0K | 0.24% | +2,361 | New |
| IMA Wealth, Inc. | 2,382 | $232.0K | 0.05% | −7,185−75.1% | Reduced |
| Focused Wealth Management, Inc | 2,389 | $232.0K | 0.04% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 2,395 | $233.0K | 0.11% | +200+9.1% | Added |
| Exencial Wealth Advisors, LLC | 2,405 | $234.0K | 0.01% | −2,753−53.4% | Reduced |
| Machina Capital S.A.S. | 2,400 | $234.0K | 0.50% | +2,400 | New |
| Humankind Investments LLC | 2,411 | $235.0K | 0.11% | −128−5.0% | Reduced |
| Chesapeake Wealth Management | 2,418 | $235.0K | 0.08% | −13−0.5% | Reduced |
| Boston Trust Walden Corp | 2,423 | $236.0K | 0.00% | 00.0% | Unchanged |
| Harrington Investments, INC | 2,425 | $236.0K | 0.14% | +2,425 | New |
| REDW Wealth LLC | 2,433 | $237.0K | 0.08% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 2,442 | $238.0K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 2,289 | $239.0K | 0.09% | −61−2.6% | Reduced |
| Capital Advisors Inc | 2,456 | $239.0K | 0.01% | +255+11.6% | Added |
| Compagnie Lombard Odier SCmA | 2,466 | $240.0K | 0.01% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 2,476 | $241.0K | 0.02% | −1,836−42.6% | Reduced |
| Vantage Consulting Group Inc | 2,480 | $241.0K | 0.05% | −294−10.6% | Reduced |
| Highlander Capital Management, LLC | 2,500 | $243.0K | 0.12% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,500 | $243.0K | 0.04% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 2,320 | $243.0K | 0.08% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,502 | $243.0K | 0.02% | +2,502 | New |
| Brandywine Oak Private Wealth LLC | 2,511 | $244.0K | 0.03% | +4+0.2% | Added |
| N.E.W. Advisory Services LLC | 2,512 | $244.0K | 0.04% | +132+5.5% | Added |
| RSM US Wealth Management LLC | 2,510 | $244.0K | 0.01% | +2,510 | New |
| Credential Qtrade Securities Inc. | 2,513 | $244.5K | 0.02% | −419−14.3% | Reduced |
| Change Path, LLC | 2,513 | $245.0K | 0.01% | +218+9.5% | Added |
| Bank Ozk | 2,529 | $246.0K | 0.11% | −300−10.6% | Reduced |
| Richard P Slaughter Associates Inc | 2,539 | $247.0K | 0.10% | −18,546−88.0% | Reduced |
| Menard Financial Group LLC | 2,540 | $247.0K | 0.22% | +2,540 | New |
| Capital International Sarl | 2,549 | $248.0K | 0.02% | −199−7.2% | Reduced |
| Tatro Capital, LLC | 2,547 | $248.0K | 0.19% | −57−2.2% | Reduced |
| Univest Financial Corp | 2,557 | $249.0K | 0.07% | +50+2.0% | Added |
| Summit Global Investments | 2,563 | $249.0K | 0.02% | +50+2.0% | Added |
| Aaron Wealth Advisors | 2,576 | $250.0K | 0.07% | +143+5.9% | Added |
| Argent Advisors, Inc. | 2,575 | $251.0K | 0.14% | −140−5.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 2,575 | $251.0K | 0.09% | 00.0% | Unchanged |
| Keystone Financial Group | 2,576 | $251.0K | 0.05% | +30+1.2% | Added |
| Wedge Capital Management L L P | 2,600 | $253.0K | 0.00% | −135−4.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,600 | $253.0K | 0.06% | 00.0% | Unchanged |
| Game Creek Capital, LP | 2,625 | $255.0K | 0.14% | −1,250−32.3% | Reduced |
| Powell Investment Advisors, LLC | 2,619 | $255.0K | 0.16% | +18+0.7% | Added |
| Berkeley Capital Partners, LLC | 2,647 | $258.0K | 0.12% | −409−13.4% | Reduced |
| First Foundation Advisors | 2,663 | $259.0K | 0.01% | +59+2.3% | Added |
| Hemington Wealth Management | 2,676 | $260.0K | 0.10% | +37+1.4% | Added |
| Continuum Advisory, LLC | 2,669 | $260.0K | 0.07% | +41+1.6% | Added |
| Weatherly Asset Management L. P. | 2,684 | $261.0K | 0.03% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 2,707 | $263.0K | 0.05% | −174−6.0% | Reduced |
| Reik & Co., LLC | 2,703 | $263.0K | 0.07% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,704 | $263.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,702 | $263.0K | 0.18% | 00.0% | Unchanged |
| Covington Capital Management | 2,701 | $263.0K | 0.01% | +33+1.2% | Added |
| Cozad Asset Management Inc | 2,710 | $264.0K | 0.04% | −1,090−28.7% | Reduced |
| Doheny Asset Management | 2,726 | $265.0K | 0.19% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 2,725 | $265.0K | 0.02% | +10.0% | Added |
| Hurlow Wealth Management Group, Inc. | 2,725 | $265.0K | 0.16% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,719 | $265.0K | 0.09% | 00.0% | Unchanged |
| Hyman Charles D | 2,737 | $266.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2,745 | $267.0K | 0.09% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,756 | $268.0K | 0.00% | −379−12.1% | Reduced |
| Rockland Trust Co | 2,761 | $268.0K | 0.02% | +431+18.5% | Added |
| Cedar Brook Financial Partners, LLC | 2,763 | $269.0K | 0.08% | −616−18.2% | Reduced |
| Premier Asset Management LLC | 11,252 | $270.0K | 0.04% | +11,252 | New |
| Harvest Investment Services, LLC | 2,802 | $272.0K | 0.11% | −51−1.8% | Reduced |
| ProVise Management Group, LLC | 2,805 | $273.0K | 0.03% | −1,284−31.4% | Reduced |
| American State Bank (Iowa) | 2,808 | $273.2K | 0.21% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 2,813 | $274.0K | 0.10% | −306−9.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,814 | $274.0K | 0.11% | +2,814 | New |
| RMR Wealth Builders | 2,823 | $275.0K | 0.08% | 00.0% | Unchanged |