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 |
|---|---|---|---|---|---|
| X-Square Capital, LLC | 4,923 | $479.0K | 0.25% | +78+1.6% | Added |
| Coldstream Capital Management Inc | 9,920 | $480.0K | 0.02% | −41,689−80.8% | Reduced |
| Ledyard National Bank | 4,934 | $480.0K | 0.05% | −95−1.9% | Reduced |
| Clear Harbor Asset Management, LLC | 4,956 | $482.0K | 0.06% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 4,976 | $484.0K | 0.01% | +16+0.3% | Added |
| Independent Solutions Wealth Management, LLC | 5,038 | $490.2K | 0.12% | +869+20.8% | Added |
| Strategic Financial Services, Inc, | 5,082 | $495.0K | 0.04% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,834 | $496.0K | 0.04% | +1,020+26.7% | Added |
| V Wealth Advisors LLC | 5,133 | $499.0K | 0.08% | −1,109−17.8% | Reduced |
| North Star Investment Management Corp. | 5,126 | $499.0K | 0.04% | +261+5.4% | Added |
| Jackson Square Capital, LLC | 5,151 | $501.0K | 0.16% | 00.0% | Unchanged |
| Davidson Investment Advisors | 5,159 | $502.0K | 0.04% | −1,260−19.6% | Reduced |
| Insight 2811, Inc. | 5,164 | $503.0K | 0.30% | −470−8.3% | Reduced |
| Ellevest, Inc. | 5,165 | $503.0K | 0.05% | +298+6.1% | Added |
| NuWave Investment Management, LLC | 5,168 | $503.0K | 0.57% | +5,168 | New |
| Syntal Capital Partners, LLC | 5,194 | $505.0K | 0.17% | −14,825−74.1% | Reduced |
| Peoples Bank | 5,190 | $505.0K | 0.27% | −355−6.4% | Reduced |
| Stock Yards Bank & Trust Co | 5,193 | $505.0K | 0.03% | −103−1.9% | Reduced |
| Frisch Financial Group, Inc. | 5,202 | $506.0K | 0.17% | −20−0.4% | Reduced |
| Highland Private Wealth Management | 5,252 | $511.0K | 0.07% | −772−12.8% | Reduced |
| HM Payson & Co | 5,249 | $511.0K | 0.01% | +355+7.3% | Added |
| Stelac Advisory Services LLC | 5,268 | $513.0K | 0.14% | +1,598+43.5% | Added |
| Crawford Investment Counsel Inc | 5,283 | $514.0K | 0.01% | −56−1.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,279 | $514.0K | 0.06% | +715+15.7% | Added |
| Rossmore Private Capital | 5,315 | $517.0K | 0.09% | 00.0% | Unchanged |
| Stableford Capital II LLC | 5,168 | $522.0K | 0.26% | +5,168 | New |
| Mosaic Family Wealth, LLC | 5,400 | $525.0K | 0.15% | +5,400 | New |
| Personal Cfo Solutions, LLC | 5,406 | $526.0K | 0.11% | −903−14.3% | Reduced |
| TD Ameritrade Investment Management, LLC | 10,997 | $532.0K | 0.00% | +2,230+25.4% | Added |
| Nicholas Hoffman & Company, LLC. | 5,486 | $534.0K | 0.09% | +10.0% | Added |
| Great Valley Advisor Group, Inc. | 5,484 | $534.0K | 0.04% | −390−6.6% | Reduced |
| Regal Investment Advisors LLC | 5,506 | $536.0K | 0.05% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 5,509 | $536.0K | 0.33% | +31+0.6% | Added |
| LS Investment Advisors, LLC | 5,550 | $540.0K | 0.07% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 5,564 | $541.0K | 0.25% | −124−2.2% | Reduced |
| Evermay Wealth Management LLC | 5,575 | $543.0K | 0.11% | −465−7.7% | Reduced |
| Financial Advisors, LLC | 5,590 | $544.0K | 0.18% | 00.0% | Unchanged |
| Pacitti Group Inc. | 5,594 | $544.0K | 0.34% | +982+21.3% | Added |
| Voya Financial Advisors, Inc. | 5,483 | $546.0K | 0.07% | −441−7.4% | Reduced |
| Curbstone Financial Management Corp | 5,612 | $546.0K | 0.10% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 5,510 | $546.0K | 0.01% | +1,890+52.2% | Added |
| Barings LLC | 5,618 | $547.0K | 0.01% | −4,453−44.2% | Reduced |
| Bell Bank | 5,618 | $547.0K | 0.07% | 00.0% | Unchanged |
| ACG Wealth | 5,628 | $548.0K | 0.07% | +4+0.1% | Added |
| Cape Cod Five Cents Savings Bank | 5,652 | $550.0K | 0.06% | +4+0.1% | Added |
| Donald L. Hagan, LLC | 5,647 | $550.0K | 0.32% | +436+8.4% | Added |
| DT Investment Partners, LLC | 5,668 | $552.0K | 0.07% | +2,672+89.2% | Added |
| Stratos Wealth Advisors, LLC | 5,740 | $559.0K | 0.05% | −613−9.6% | Reduced |
| Private Portfolio Partners LLC | 5,749 | $559.4K | 0.16% | +241+4.4% | Added |
| Belpointe Asset Management LLC | 5,782 | $563.0K | 0.04% | +726+14.4% | Added |
| Thomas White International Ltd | 5,820 | $566.0K | 0.08% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,842 | $568.0K | 0.03% | −537−8.4% | Reduced |
| Blueprint Investment Partners LLC | 5,857 | $570.0K | 0.28% | +5,857 | New |
| Warther Private Wealth, LLC | 5,779 | $572.0K | 0.51% | +10.0% | Added |
| Mastrapasqua Asset Management Inc | 5,900 | $574.0K | 0.06% | 00.0% | Unchanged |
| Wealth Alliance | 5,899 | $575.0K | 0.13% | −787−11.8% | Reduced |
| Meristem Family Wealth, LLC | 5,906 | $575.0K | 0.06% | +1,628+38.1% | Added |
| Bank of Nova Scotia Trust Co | 5,940 | $578.0K | 0.05% | −4−0.1% | Reduced |
| Personal Capital Advisors Corp | 5,939 | $578.0K | 0.00% | +929+18.5% | Added |
| F&V Capital Management, LLC | 5,964 | $580.0K | 0.23% | −1,100−15.6% | Reduced |
| Camden Capital, LLC | 5,958 | $580.0K | 0.12% | +937+18.7% | Added |
| Jackson Creek Investment Advisors LLC | 5,982 | $582.0K | 0.22% | −8,471−58.6% | Reduced |
| Cambridge Trust Co | 5,987 | $583.0K | 0.02% | +800+15.4% | Added |
| HBK Sorce Advisory LLC | 5,999 | $584.0K | 0.03% | +1,709+39.8% | Added |
| Krane Funds Advisors LLC | 6,056 | $589.0K | 0.01% | +4,138+215.7% | Added |
| Parkside Financial Bank & Trust | 6,097 | $593.0K | 0.17% | −227−3.6% | Reduced |
| Tributary Capital Management, LLC | 6,100 | $594.0K | 0.05% | −1,300−17.6% | Reduced |
| St. Louis Trust Co | 6,103 | $594.0K | 0.16% | +6,103 | New |
| Global Financial Private Client, LLC | 6,001 | $594.4K | 0.31% | +5,037+522.5% | Added |
| Salem Investment Counselors Inc | 6,146 | $598.0K | 0.03% | +70+1.2% | Added |
| Duncker Streett & Co Inc | 6,178 | $601.0K | 0.11% | −395−6.0% | Reduced |
| US Asset Management LLC | 6,231 | $606.0K | 0.59% | +6,231 | New |
| Chicago Wealth Management, Inc. | 6,243 | $608.0K | 0.44% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6,262 | $609.0K | 0.20% | −387−5.8% | Reduced |
| Sippican Capital Advisors | 6,290 | $612.0K | 0.53% | −76−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 6,330 | $616.0K | 0.03% | −6,310−49.9% | Reduced |
| Glen Eagle Advisors, LLC | 6,393 | $622.1K | 0.18% | +3,531+123.4% | Added |
| Platte River Wealth Advisors, LLC | 6,400 | $623.0K | 0.23% | +395+6.6% | Added |
| Buckley Wealth Management, LLC | 6,415 | $624.0K | 0.20% | +809+14.4% | Added |
| Asset Dedication, LLC | 6,468 | $627.0K | 0.08% | +42+0.7% | Added |
| Bard Financial Services, Inc. | 6,445 | $627.0K | 0.06% | +400+6.6% | Added |
| Bridgefront Capital, LLC | 6,452 | $628.0K | 0.66% | +6,452 | New |
| Patriot Financial Group Insurance Agency, LLC | 6,477 | $630.0K | 0.11% | −30−0.5% | Reduced |
| Lee Danner & Bass Inc | 6,475 | $630.0K | 0.06% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 6,497 | $632.0K | 0.02% | +4+0.1% | Added |
| Skba Capital Management LLC | 6,550 | $637.0K | 0.13% | 00.0% | Unchanged |
| Community Bank of Raymore | 6,540 | $637.0K | 0.19% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,578 | $640.0K | 0.05% | +153+2.4% | Added |
| Rehmann Capital Advisory Group | 6,603 | $642.6K | 0.06% | −83−1.2% | Reduced |
| Harbor Advisors LLC | 6,608 | $643.0K | 0.13% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 6,615 | $644.0K | 0.13% | +10+0.2% | Added |
| Interchange Capital Partners, LLC | 6,661 | $648.0K | 1.08% | −230−3.3% | Reduced |
| Community Bank, N.A. | 6,697 | $652.0K | 0.08% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 6,703 | $652.0K | 0.04% | +2,080+45.0% | Added |
| Private Capital Group, LLC | 6,723 | $654.0K | 0.15% | −11−0.2% | Reduced |
| Exane Derivatives | 6,733 | $655.2K | 0.16% | +453+7.2% | Added |
| Waldron Private Wealth LLC | 6,760 | $657.0K | 0.04% | +1,403+26.2% | Added |
| Kingsview Wealth Management, LLC | 6,773 | $659.0K | 0.03% | +1,297+23.7% | Added |
| Deseret Mutual Benefit Administrators | 6,788 | $661.0K | 0.12% | −2,630−27.9% | Reduced |
| Johnson Financial Group, LLC | 6,851 | $666.0K | 0.13% | −3,110−31.2% | Reduced |