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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 3,847 | $374.0K | 0.02% | −1,733−31.1% | Reduced |
| Centric Wealth Management | 3,876 | $377.0K | 0.14% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 3,896 | $379.0K | 0.06% | +3,896 | New |
| Grandfield & Dodd, LLC | 3,909 | $380.0K | 0.03% | +125+3.3% | Added |
| Cornerstone Wealth Management, LLC | 3,907 | $380.0K | 0.04% | +1,154+41.9% | Added |
| MidWestOne Financial Group, Inc. | 3,916 | $381.0K | 0.09% | −500−11.3% | Reduced |
| Altus Wealth Group LLC | 3,918 | $381.0K | 0.38% | +18+0.5% | Added |
| Redhawk Wealth Advisors, Inc. | 3,923 | $382.0K | 0.11% | +100+2.6% | Added |
| Cornercap Investment Counsel Inc | 3,975 | $387.0K | 0.04% | −12,123−75.3% | Reduced |
| Hudock, Inc. | 3,991 | $388.0K | 0.12% | +861+27.5% | Added |
| Allworth Financial LP | 3,985 | $388.0K | 0.01% | +1,357+51.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,999 | $389.0K | 0.31% | −1,408−26.0% | Reduced |
| Westover Capital Advisors, LLC | 4,000 | $389.0K | 0.12% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 4,006 | $390.0K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,019 | $391.0K | 0.03% | −14,351−78.1% | Reduced |
| Resource Management, LLC | 4,015 | $391.0K | 0.04% | +4,015 | New |
| Destination Wealth Management | 4,029 | $392.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,043 | $393.4K | 0.05% | +1,000+32.9% | Added |
| Park National Corp | 4,050 | $394.0K | 0.02% | −551−12.0% | Reduced |
| Berger Financial Group, Inc | 4,045 | $394.0K | 0.07% | +453+12.6% | Added |
| Hoylecohen, LLC | 4,069 | $396.0K | 0.04% | +3+0.1% | Added |
| Canvas Wealth Advisors, LLC | 4,068 | $396.0K | 0.16% | +50+1.2% | Added |
| Sage Mountain Advisors LLC | 4,083 | $397.0K | 0.06% | +29+0.7% | Added |
| Kovack Advisors, Inc. | 4,077 | $397.0K | 0.04% | +210+5.4% | Added |
| Frontier Wealth Management LLC | 4,087 | $398.0K | 0.03% | +4,087 | New |
| Perpetual Investment Management Ltd | 4,100 | $399.0K | 0.05% | 00.0% | Unchanged |
| Curi Capital | 4,110 | $399.0K | 0.18% | +10.0% | Added |
| First Financial Bank - Trust Division | 4,107 | $400.0K | 0.04% | −19−0.5% | Reduced |
| Carlson Capital Management | 4,120 | $401.0K | 0.04% | +64+1.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,128 | $402.0K | 0.09% | −4−0.1% | Reduced |
| Optimum Investment Advisors | 4,150 | $404.0K | 0.17% | −1,700−29.1% | Reduced |
| Ausdal Financial Partners, Inc. | 4,166 | $405.0K | 0.06% | −715−14.6% | Reduced |
| Allred Capital Management, LLC | 4,176 | $406.0K | 0.21% | −64−1.5% | Reduced |
| BSW Wealth Partners | 4,174 | $406.0K | 0.11% | +4,174 | New |
| CX Institutional | 4,179 | $407.0K | 0.03% | −132−3.1% | Reduced |
| Evergreen Capital Management LLC | 4,230 | $412.0K | 0.02% | +300+7.6% | Added |
| Rosenberg Matthew Hamilton | 4,239 | $412.0K | 0.16% | +618+17.1% | Added |
| Alpha Cubed Investments, LLC | 4,277 | $416.0K | 0.03% | −723−14.5% | Reduced |
| Pinnacle Financial Partners Inc | 4,270 | $416.0K | 0.01% | −267−5.9% | Reduced |
| Zions Bancorporation, N.A. | 4,274 | $416.0K | 0.04% | +1,354+46.4% | Added |
| Allen Investment Management LLC | 4,280 | $416.0K | 0.01% | +4,280 | New |
| Kistler-Tiffany Companies, LLC | 4,305 | $419.0K | 0.09% | +259+6.4% | Added |
| O'Neil Global Advisors, Inc. | 4,318 | $420.0K | 0.32% | −1,682−28.0% | Reduced |
| First Citizens Financial Corp | 4,317 | $420.0K | 0.34% | −260−5.7% | Reduced |
| Alliance Wealth Advisors, LLC | 4,335 | $422.0K | 0.37% | 00.0% | Unchanged |
| Davis R M Inc | 4,333 | $422.0K | 0.01% | +362+9.1% | Added |
| Tower Bridge Advisors | 4,342 | $422.5K | 0.03% | 00.0% | Unchanged |
| Michael B. Yongue | 4,343 | $423.0K | 0.31% | 00.0% | Unchanged |
| Invst, LLC | 4,346 | $423.0K | 0.07% | +267+6.5% | Added |
| Strategic Wealth Partners, Ltd. | 4,349 | $423.0K | 0.12% | +1,689+63.5% | Added |
| Intercontinental Wealth Advisors, LLC | 4,356 | $424.0K | 0.10% | +234+5.7% | Added |
| IHT Wealth Management, LLC | 4,389 | $427.0K | 0.03% | −11,789−72.9% | Reduced |
| Visionary Wealth Advisors | 4,384 | $427.0K | 0.04% | −2,395−35.3% | Reduced |
| Sunflower Bank, N.A. | 4,389 | $427.0K | 0.06% | +95+2.2% | Added |
| Aj Wealth Strategies, LLC | 4,400 | $428.0K | 0.02% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 4,425 | $431.0K | 0.09% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 4,435 | $432.0K | 0.00% | −2,747−38.2% | Reduced |
| AlphaCentric Advisors LLC | 4,435 | $432.0K | 0.11% | +22+0.5% | Added |
| Adirondack Trust Co | 4,215 | $433.0K | 0.21% | +177+4.4% | Added |
| Legacy Financial Advisors, Inc. | 4,460 | $434.0K | 0.11% | +655+17.2% | Added |
| Fukoku Mutual Life Insurance Co | 4,480 | $436.0K | 0.03% | +1,080+31.8% | Added |
| Occudo Quantitative Strategies LP | 4,477 | $436.0K | 0.05% | +4,477 | New |
| Morris Retirement Advisors, LLC | 4,491 | $437.0K | 0.37% | +469+11.7% | Added |
| Independent Financial Group, LLC | 4,507 | $438.6K | 0.04% | +290+6.9% | Added |
| Simmons Bank | 4,555 | $443.0K | 0.03% | +1,652+56.9% | Added |
| Avantax Planning Partners, Inc. | 4,569 | $445.0K | 0.02% | +155+3.5% | Added |
| Bell & Brown Wealth Advisors, LLC | 4,595 | $447.0K | 0.24% | +4,595 | New |
| Buckingham Strategic Wealth, LLC | 4,599 | $448.0K | 0.01% | +21+0.5% | Added |
| 180 Wealth Advisors, LLC | 4,396 | $449.0K | 0.10% | −49−1.1% | Reduced |
| Executive Wealth Group LLC | 4,644 | $451.9K | 0.28% | +31+0.7% | Added |
| Hamilton Capital, LLC | 4,644 | $452.0K | 0.04% | +1,500+47.7% | Added |
| Main Street Financial Solutions, LLC | 4,670 | $454.0K | 0.07% | +518+12.5% | Added |
| Fort Pitt Capital Group, LLC | 4,678 | $455.0K | 0.02% | −380−7.5% | Reduced |
| Marino, Stram & Associates LLC | 4,671 | $455.0K | 0.16% | +4,671 | New |
| Haverford Trust Co | 4,696 | $457.0K | 0.01% | +2,301+96.1% | Added |
| Marcum Wealth, LLC | 4,714 | $459.0K | 0.07% | +109+2.4% | Added |
| LVZ Advisors, Inc. | 4,732 | $460.0K | 0.07% | −589−11.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,732 | $460.0K | 0.12% | +300+6.8% | Added |
| Brown Capital Management LLC | 4,740 | $461.0K | 0.00% | −2,275−32.4% | Reduced |
| QVR LLC | 4,741 | $461.0K | 0.94% | +4,741 | New |
| Mather Group, LLC. | 4,750 | $462.0K | 0.01% | +6+0.1% | Added |
| StoneX Group Inc. | 4,766 | $464.0K | 0.07% | −1,005−17.4% | Reduced |
| Eqis Capital Management, Inc. | 4,780 | $465.0K | 0.04% | −1,207−20.2% | Reduced |
| KLCM Advisors, Inc. | 4,778 | $465.0K | 0.10% | 00.0% | Unchanged |
| Chelsea Counsel Co | 4,776 | $465.0K | 0.21% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,785 | $466.0K | 0.02% | +2,311+93.4% | Added |
| Rothschild Investment Corp | 4,802 | $467.0K | 0.04% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 4,794 | $467.0K | 0.32% | +1,900+65.7% | Added |
| Geller Advisors LLC | 4,818 | $469.0K | 0.10% | −85−1.7% | Reduced |
| Eastern Bank | 4,836 | $470.0K | 0.02% | −515−9.6% | Reduced |
| Perritt Capital Management Inc | 4,835 | $470.0K | 0.26% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 4,832 | $470.0K | 0.06% | +1,725+55.5% | Added |
| Waterfront Wealth Inc. | 4,843 | $471.0K | 0.23% | +1,000+26.0% | Added |
| Miracle Mile Advisors, LLC | 4,864 | $473.0K | 0.02% | +220+4.7% | Added |
| Eads & Heald Wealth Management | 4,871 | $474.0K | 0.23% | +505+11.6% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 4,900 | $476.0K | 0.28% | +4,900 | New |
| American Portfolios Advisors | 4,907 | $477.5K | 0.02% | −2,042−29.4% | Reduced |
| Evoke Wealth, LLC | 4,916 | $478.0K | 0.02% | −194−3.8% | Reduced |
| West Family Investments, Inc. | 4,910 | $478.0K | 0.13% | +174+3.7% | Added |
| IFP Advisors, Inc | 4,903 | $479.0K | 0.01% | −558−10.2% | Reduced |