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 |
|---|---|---|---|---|---|
| Emerald Advisors, LLC | 6,840 | $666.0K | 0.19% | −1,930−22.0% | Reduced |
| First National Bank of Hutchinson | 6,860 | $668.0K | 0.37% | +73+1.1% | Added |
| EP Wealth Advisors, LLC | 6,901 | $672.0K | 0.02% | +514+8.0% | Added |
| IFG Advisors, LLC | 6,932 | $675.0K | 0.31% | +1,449+26.4% | Added |
| Lokken Investment Group LLC | 6,967 | $678.0K | 0.54% | −267−3.7% | Reduced |
| Robotti Robert | 7,000 | $681.0K | 0.16% | −2,000−22.2% | Reduced |
| J.W. Cole Advisors, Inc. | 7,080 | $689.0K | 0.05% | +855+13.7% | Added |
| Salzhauer Michael | 7,140 | $695.0K | 0.31% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 7,133 | $695.0K | 0.10% | +3,332+87.7% | Added |
| Quantamental Technologies LLC | 7,154 | $696.0K | 0.47% | +7,154 | New |
| Welch & Forbes LLC | 7,233 | $704.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 7,287 | $709.0K | 0.22% | −3,500−32.4% | Reduced |
| Somerville Kurt F | 7,347 | $715.0K | 0.11% | −300−3.9% | Reduced |
| Valeo Financial Advisors, LLC | 7,383 | $718.0K | 0.04% | +998+15.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,400 | $720.0K | 0.10% | +5,070+217.6% | Added |
| Asset Management Corp | 7,409 | $721.0K | 0.45% | +11+0.1% | Added |
| Kore Private Wealth LLC | 7,420 | $722.0K | 0.08% | +960+14.9% | Added |
| Orion Portfolio Solutions, LLC | 7,426 | $723.0K | 0.03% | +805+12.2% | Added |
| Magnus Financial Group LLC | 7,445 | $724.0K | 0.15% | +47+0.6% | Added |
| Sawtooth Solutions, LLC | 7,447 | $725.0K | 0.11% | +2,331+45.6% | Added |
| WESPAC Advisors, LLC | 7,450 | $725.0K | 0.45% | +2,951+65.6% | Added |
| Red Cedar Investment Management, LLC | 7,501 | $730.0K | 0.10% | +7,501 | New |
| Orca Investment Management, LLC | 7,514 | $731.0K | 0.64% | −1,052−12.3% | Reduced |
| Precision Wealth Strategies, LLC | 7,539 | $734.0K | 0.57% | +3,252+75.9% | Added |
| Echo Street Capital Management LLC | 7,590 | $739.0K | 0.01% | +5,082+202.6% | Added |
| Canton Hathaway, LLC | 7,627 | $742.0K | 0.21% | +902+13.4% | Added |
| Gofen & Glossberg LLC | 7,641 | $744.0K | 0.02% | +283+3.8% | Added |
| West Oak Capital, LLC | 7,675 | $747.0K | 0.29% | −75−1.0% | Reduced |
| Equitable Holdings, Inc. | 7,743 | $753.0K | 0.01% | +654+9.2% | Added |
| Private Trust Co NA | 7,769 | $756.0K | 0.11% | +236+3.1% | Added |
| Circle Wealth Management, LLC | 7,794 | $758.0K | 0.11% | −15−0.2% | Reduced |
| Meridian Investment Counsel Inc. | 7,796 | $759.0K | 0.28% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 7,809 | $760.0K | 0.03% | −338−4.1% | Reduced |
| Cim Investment Mangement Inc | 7,811 | $760.0K | 0.24% | −47−0.6% | Reduced |
| TRUE Private Wealth Advisors | 7,824 | $761.0K | 0.11% | −60−0.8% | Reduced |
| Engine No. 1 LLC | 7,863 | $765.0K | 0.20% | +3,116+65.6% | Added |
| Renaissance Investment Group LLC | 7,890 | $768.0K | 0.20% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 7,908 | $769.0K | 0.20% | +7,718+4,062.1% | Added |
| Ashton Thomas Private Wealth, LLC | 7,953 | $773.9K | 0.11% | +121+1.5% | Added |
| Brighton Jones LLC | 7,966 | $775.0K | 0.04% | −1,650−17.2% | Reduced |
| Shufro Rose & Co LLC | 7,995 | $778.0K | 0.06% | +75+0.9% | Added |
| Rosenblum Silverman Sutton S F Inc | 8,060 | $784.0K | 0.18% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 8,082 | $786.0K | 0.11% | +4,090+102.5% | Added |
| Pendal Group Limited | 8,107 | $789.0K | 0.01% | −103,003−92.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 8,116 | $790.0K | 0.07% | +2,668+49.0% | Added |
| Harbor Investment Advisory, LLC | 8,153 | $793.0K | 0.11% | −322−3.8% | Reduced |
| Good Life Advisors, LLC | 8,170 | $795.0K | 0.11% | +787+10.7% | Added |
| Avidian Wealth Solutions, LLC | 8,180 | $796.0K | 0.06% | +288+3.6% | Added |
| Eudaimonia Partners, LLC | 8,208 | $799.0K | 0.14% | +33+0.4% | Added |
| Proficio Capital Partners LLC | 8,232 | $801.0K | 0.11% | −771−8.6% | Reduced |
| Pennsylvania Capital Management Inc | 7,890 | $803.0K | 0.36% | +7,890 | New |
| Fort Point Capital Partners LLC | 8,296 | $807.0K | 0.13% | +330+4.1% | Added |
| E&G Advisors, LP | 8,301 | $808.0K | 0.22% | +8,301 | Added |
| King Luther Capital Management Corp | 8,329 | $810.0K | 0.00% | +1,670+25.1% | Added |
| Pekin Hardy Strauss, Inc. | 8,540 | $831.0K | 0.12% | +1,557+22.3% | Added |
| Shulman DeMeo Asset Management LLC | 8,535 | $831.0K | 0.72% | +8,535 | New |
| New Vernon Investment Management LLC | 8,550 | $832.0K | 1.41% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 8,594 | $836.0K | 0.48% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8,612 | $838.0K | 0.06% | −452−5.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 8,616 | $838.0K | 0.54% | 00.0% | Unchanged |
| Independent Investors Inc | 8,716 | $848.0K | 0.21% | +500+6.1% | Added |
| Fulcrum Asset Management LLP | – | $856.0K | 0.42% | – | – |
| Strategic Blueprint, LLC | 8,809 | $857.0K | 0.13% | −316−3.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $858.0K | 0.10% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 8,824 | $859.0K | 0.03% | +1,067+13.8% | Added |
| Sequoia Financial Advisors, LLC | 11,575 | $873.0K | 0.09% | −19,786−63.1% | Reduced |
| Outlook Wealth Advisors, LLC | 8,970 | $873.0K | 0.29% | +37+0.4% | Added |
| Parkside Investments, LLC | 9,000 | $875.0K | 0.18% | −6,000−40.0% | Reduced |
| P.A.W. Capital Corp | 9,000 | $876.0K | 0.78% | −1,000−10.0% | Reduced |
| OPSEU Pension Plan Trust Fund | 8,915 | $876.0K | 0.22% | −20−0.2% | Reduced |
| J. W. Coons Advisors, LLC | 9,031 | $876.0K | 0.30% | +215+2.4% | Added |
| Ulysses Management LLC | 9,000 | $876.0K | 0.15% | +9,000 | New |
| Strategy Asset Managers LLC | 9,010 | $877.0K | 0.20% | −34−0.4% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 8,825 | $879.0K | 0.02% | +8,825 | New |
| Busey Wealth Management | 9,091 | $884.0K | 0.04% | +2,731+42.9% | Added |
| Corsair Capital Management, L.P. | 9,091 | $885.0K | 0.17% | −250−2.7% | Reduced |
| Bull Street Advisors, LLC | 9,129 | $888.0K | 0.46% | −100−1.1% | Reduced |
| Hobart Private Capital, LLC | 9,141 | $889.5K | 0.35% | −571−5.9% | Reduced |
| Fortem Financial Group, LLC | 9,161 | $891.0K | 0.45% | +5,004+120.4% | Added |
| Henshaw Capital LLC | 9,224 | $897.6K | 0.06% | 00.0% | Unchanged |
| Stonnington Group, LLC | 9,000 | $900.0K | 0.20% | −700−7.2% | Reduced |
| Smithfield Trust Co | 9,272 | $901.0K | 0.06% | −318−3.3% | Reduced |
| Fort Washington Investment Advisors Inc | 9,307 | $906.0K | 0.01% | −91−1.0% | Reduced |
| Steel Peak Wealth Management LLC | 9,406 | $915.0K | 0.06% | −4,303−31.4% | Reduced |
| Trust Co of Vermont | 9,430 | $917.0K | 0.07% | −40−0.4% | Reduced |
| Two Sigma Advisers, LP | 9,474 | $922.0K | 0.00% | +9,474 | New |
| Washburn Capital Management, Inc. | 9,490 | $923.0K | 0.60% | +1,770+22.9% | Added |
| Trilogy Capital Inc. | 9,494 | $924.0K | 0.07% | −45−0.5% | Reduced |
| First Horizon Advisors, Inc. | 9,539 | $927.0K | 0.03% | +269+2.9% | Added |
| Venturi Wealth Management, LLC | 9,582 | $932.0K | 0.08% | −1,252−11.6% | Reduced |
| qPULA Trading Management LP | 9,619 | $936.0K | 1.46% | +9,619 | New |
| Bradley Foster & Sargent Inc | 9,641 | $938.0K | 0.02% | +182+1.9% | Added |
| Brookstone Capital Management | 9,600 | $946.0K | 0.02% | +1,856+24.0% | Added |
| Davenport & Co LLC | 9,761 | $950.0K | 0.01% | +3,801+63.8% | Added |
| Hilltop Holdings Inc. | 9,806 | $954.0K | 0.10% | −575−5.5% | Reduced |
| Quilter Plc | 9,864 | $959.0K | 0.03% | +3,116+46.2% | Added |
| Adell Harriman & Carpenter Inc | 9,963 | $969.5K | 0.10% | +8,750+721.4% | Added |
| Southport Management, L.L.C. | 10,000 | $973.1K | 3.70% | −2,500−20.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,009 | $974.0K | 0.36% | −1,250−11.1% | Reduced |
| Keebeck Alpha, LP | 10,009 | $974.0K | 0.30% | +2,082+26.3% | Added |