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 |
|---|---|---|---|---|---|
| Wagner Wealth Management, LLC | 2,678 | $275.0K | 0.22% | +5+0.2% | Added |
| Financial Management Professionals, Inc. | 2,834 | $276.0K | 0.06% | +158+5.9% | Added |
| Norway Savings Bank | 2,852 | $278.0K | 0.13% | −105−3.6% | Reduced |
| Atlas Capital Advisors LLC | 2,864 | $278.7K | 0.04% | +150+5.5% | Added |
| Leisure Capital Management | 2,871 | $279.0K | 0.15% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,878 | $280.0K | 0.02% | +563+24.3% | Added |
| Five Oceans Advisors | 2,877 | $280.0K | 0.32% | +2,877 | New |
| Wimmer Associates 1, LLC | 2,892 | $281.0K | 0.17% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,897 | $282.0K | 0.03% | −9,399−76.4% | Reduced |
| Tradition Wealth Management, LLC | 2,902 | $282.0K | 0.04% | +1,886+185.6% | Added |
| Global Trust Asset Management, LLC | 2,900 | $282.0K | 0.13% | +2,900 | New |
| Farmers National Bank | 4,122 | $282.5K | 0.11% | +4,122 | New |
| Ridgewood Investments LLC | 2,911 | $283.0K | 0.19% | −2,922−50.1% | Reduced |
| Associated Banc-Corp | 2,920 | $284.0K | 0.01% | −281−8.8% | Reduced |
| Hall Capital Management Co Inc | 2,934 | $286.0K | 0.18% | −5−0.2% | Reduced |
| Royal Fund Management, LLC | 2,944 | $286.0K | 0.05% | +2,944 | New |
| McLean Asset Management Corp | 2,792 | $289.0K | 0.11% | +256+10.1% | Added |
| Ssi Investment Management LLC | 2,966 | $290.0K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 3,000 | $292.0K | 0.06% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 3,000 | $292.0K | 0.25% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 3,000 | $292.0K | 0.16% | +3,000 | New |
| Janney Capital Management LLC | 3,023 | $294.0K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,024 | $294.0K | 0.01% | +67+2.3% | Added |
| Arete Wealth Advisors, LLC | 3,479 | $296.0K | 0.03% | −116−3.2% | Reduced |
| Sunbelt Securities, Inc. | 3,255 | $297.0K | 0.05% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 3,049 | $297.0K | 0.04% | +3,049 | New |
| Choate Investment Advisors | 3,060 | $298.0K | 0.02% | −275−8.2% | Reduced |
| Private Asset Management Inc | 3,082 | $300.0K | 0.04% | 00.0% | Unchanged |
| Golden Green, Inc. | 3,118 | $303.0K | 0.24% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,101 | $303.0K | 0.18% | +1,480+91.3% | Added |
| Ameritas Investment Company, LLC | 3,121 | $304.0K | 0.01% | +2,553+449.5% | Added |
| TrinityPoint Wealth, LLC | 3,127 | $304.0K | 0.06% | +317+11.3% | Added |
| Chicago Trust Co NA | 3,135 | $305.0K | 0.07% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,140 | $305.6K | 0.01% | −3,562−53.1% | Reduced |
| Bartlett & Co. LLC | 3,140 | $306.0K | 0.01% | −3,562−53.1% | Reduced |
| Americana Partners, LLC | 3,147 | $306.0K | 0.07% | +3,147 | New |
| Jones Financial Companies LLLP | 3,159 | $307.0K | 0.00% | −39−1.2% | Reduced |
| JGP Wealth Management, LLC | 3,157 | $307.0K | 0.07% | 00.0% | Unchanged |
| JT Stratford LLC | 3,165 | $308.0K | 0.09% | −17−0.5% | Reduced |
| Gradient Investments LLC | 3,162 | $308.0K | 0.01% | +380+13.7% | Added |
| SkyView Investment Advisors, LLC | 3,166 | $308.0K | 0.09% | −104−3.2% | Reduced |
| E Fund Management Co., Ltd. | 3,162 | $308.0K | 0.01% | +3,162 | New |
| Harvest Fund Management Co., Ltd | 3,186 | $309.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,178 | $309.0K | 0.01% | +135+4.4% | Added |
| State of Wyoming | 3,191 | $311.0K | 0.20% | −1,100−25.6% | Reduced |
| Icon Wealth Partners, LLC | 3,194 | $311.0K | 0.03% | −1,063−25.0% | Reduced |
| NBT Bank N A | 3,203 | $312.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,202 | $312.0K | 0.12% | +225+7.6% | Added |
| Advus Financial Partners, LLC | 3,181 | $312.2K | 0.17% | +3,181 | New |
| Boenning & Scattergood, Inc. | 3,242 | $315.0K | 0.06% | −40−1.2% | Reduced |
| Boyd Watterson Asset Management LLC | 3,247 | $316.0K | 0.12% | −7−0.2% | Reduced |
| Emfo, LLC | 3,250 | $316.0K | 0.28% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 3,250 | $316.0K | 0.01% | +750+30.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 3,262 | $317.0K | 0.02% | −15−0.5% | Reduced |
| Mid Atlantic Financial Management Inc | 3,271 | $318.0K | 0.02% | −33−1.0% | Reduced |
| Bremer Bank National Association | 3,269 | $319.0K | 0.06% | +420+14.7% | Added |
| Vantage Financial Partners Ltd., Inc. | 3,300 | $321.0K | 0.17% | +200+6.5% | Added |
| Twin Focus Capital Partners, LLC | 3,311 | $322.0K | 0.08% | +9+0.3% | Added |
| Botty Investors LLC | 3,311 | $322.0K | 0.10% | +3,311 | New |
| Graypoint LLC | 3,316 | $323.0K | 0.04% | −244−6.9% | Reduced |
| Bragg Financial Advisors, Inc | 3,329 | $324.0K | 0.02% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 3,367 | $327.0K | 0.00% | +164+5.1% | Added |
| Summit Financial, LLC | 3,435 | $334.3K | 0.03% | +3,435 | New |
| Integrated Investment Consultants, LLC | 3,438 | $335.0K | 0.10% | +275+8.7% | Added |
| King Wealth | 3,445 | $335.0K | 0.07% | +3,445 | New |
| Foundations Investment Advisors, LLC | 3,387 | $336.0K | 0.01% | −1,863−35.5% | Reduced |
| Zacks Investment Management | 3,452 | $336.0K | 0.01% | +3,452 | New |
| Round Table Services, LLC | 3,470 | $338.0K | 0.07% | +370+11.9% | Added |
| Heritage Wealth Advisors | 3,504 | $341.0K | 0.02% | +4+0.1% | Added |
| Red Cedar Capital, LLC | 3,500 | $341.0K | 0.21% | 00.0% | Unchanged |
| York Capital Management Global Advisors, LLC | 3,513 | $342.0K | 0.04% | −40,835−92.1% | Reduced |
| SOL Capital Management CO | 3,520 | $343.0K | 0.07% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3,560 | $346.0K | 0.19% | 00.0% | Unchanged |
| CNB Bank | 3,582 | $349.0K | 0.21% | −294−7.6% | Reduced |
| Beirne Wealth Consulting Services, LLC | 3,600 | $350.0K | 0.20% | 00.0% | Unchanged |
| Marathon Capital Management | 3,587 | $350.0K | 0.08% | −7−0.2% | Reduced |
| Coastal Investment Advisors, Inc. | 3,596 | $350.0K | 0.08% | +896+33.2% | Added |
| Highland Capital Management, LLC | 3,600 | $350.0K | 0.02% | +3,600 | New |
| Tiedemann Advisors, LLC | 3,621 | $352.0K | 0.02% | −50−1.4% | Reduced |
| B. Riley Wealth Management, Inc. | 3,617 | $352.0K | 0.03% | +3,617 | New |
| Johanson Financial Advisors, Inc. | 3,616 | $352.0K | 0.12% | +3,616 | New |
| Pineno Levin & Ford Asset Management, Inc. | 3,630 | $353.0K | 0.11% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,651 | $355.0K | 0.03% | −823−18.4% | Reduced |
| Berkshire Bank | 3,654 | $356.0K | 0.09% | −61−1.6% | Reduced |
| MCF Advisors LLC | 3,661 | $356.0K | 0.04% | +98+2.8% | Added |
| Kaizen Financial Strategies | 3,685 | $359.0K | 0.29% | +3,685 | New |
| Laurel Wealth Advisors, Inc. | 3,704 | $360.0K | 0.07% | −101−2.7% | Reduced |
| Jarislowsky, Fraser Ltd | 3,700 | $360.0K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,698 | $360.0K | 0.02% | +10.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,695 | $360.0K | 0.02% | +283+8.3% | Added |
| HYA Advisors, Inc | 3,712 | $361.0K | 0.15% | +13+0.4% | Added |
| Pinnacle Family Advisors, LLC | 3,707 | $361.0K | 0.16% | +46+1.3% | Added |
| Lebenthal Global Advisors, LLC | 3,724 | $362.0K | 0.23% | −69−1.8% | Reduced |
| Buffington Mohr McNeal | 3,750 | $365.0K | 0.07% | 00.0% | Unchanged |
| Overbrook Management Corp | 3,764 | $366.0K | 0.08% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 3,767 | $367.0K | 0.00% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 3,770 | $367.0K | 0.02% | +500+15.3% | Added |
| Trustmark National Bank Trust Department | 3,790 | $369.0K | 0.03% | −1,161−23.4% | Reduced |
| Little House Capital LLC | 3,835 | $373.0K | 0.22% | −1,392−26.6% | Reduced |
| CPWM, LLC | 3,831 | $373.0K | 0.03% | −22−0.6% | Reduced |