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 |
|---|---|---|---|---|---|
| Leith Wheeler Investment Counsel Ltd. | 10,101 | $983.0K | 0.15% | −20−0.2% | Reduced |
| Accurate Wealth Management, LLC | 7,326 | $985.0K | 0.87% | −2,817−27.8% | Reduced |
| United Capital Financial Advisers, LLC | 10,150 | $988.0K | 0.00% | −669−6.2% | Reduced |
| Ironwood Investment Counsel, LLC | 10,238 | $996.0K | 0.26% | +951+10.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 11,082 | $999.0K | 0.06% | −4,575−29.2% | Reduced |
| AIA Group Ltd | 10,383 | $1.01M | 0.06% | −32,848−76.0% | Reduced |
| Brown Brothers Harriman & Co | 10,535 | $1.02M | 0.01% | −99−0.9% | Reduced |
| Columbia Trust Co 01012016 | 10,555 | $1.03M | 0.54% | +214+2.1% | Added |
| Resources Investment Advisors, LLC. | 10,562 | $1.03M | 0.04% | −1,035−8.9% | Reduced |
| Horizon Investments, LLC | 10,667 | $1.03M | 0.03% | −146−1.4% | Reduced |
| Sage Rhino Capital LLC | 10,716 | $1.04M | 0.32% | −7,045−39.7% | Reduced |
| Cape Ann Savings Bank | 10,756 | $1.05M | 0.68% | +825+8.3% | Added |
| Muhlenkamp & Co Inc | 10,805 | $1.05M | 0.40% | 00.0% | Unchanged |
| Washington Trust Co | 10,938 | $1.06M | 0.03% | −100−0.9% | Reduced |
| Claraphi Advisory Network, LLC | 10,979 | $1.07M | 0.38% | −17−0.2% | Reduced |
| Atlas Private Wealth Advisors | 10,984 | $1.07M | 0.56% | −430−3.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,918 | $1.07M | 0.00% | −1,435−11.6% | Reduced |
| Rational Advisors LLC | 11,075 | $1.08M | 0.08% | −7,152−39.2% | Reduced |
| Strategic Investment Advisors | 11,077 | $1.08M | 0.24% | +132+1.2% | Added |
| University of Notre Dame du Lac | 11,080 | $1.08M | 3.41% | +11,080 | New |
| Baker Tilly Wealth Management, LLC | 11,138 | $1.08M | 0.14% | +1,722+18.3% | Added |
| Lyell Wealth Management, LP | 11,154 | $1.08M | 0.13% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 11,150 | $1.08M | 0.59% | +3,957+55.0% | Added |
| Relyea Zuckerberg Hanson LLC | 11,166 | $1.09M | 0.42% | +1,130+11.3% | Added |
| NexWave Capital Partners LLC | 11,208 | $1.09M | 2.81% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 11,263 | $1.10M | 0.84% | −2,290−16.9% | Reduced |
| GFG Capital, LLC | 11,281 | $1.10M | 0.35% | +13+0.1% | Added |
| Verdence Capital Advisors LLC | 11,331 | $1.10M | 0.15% | +1,620+16.7% | Added |
| Core Wealth Advisors, Inc. | 11,380 | $1.11M | 0.73% | −3,681−24.4% | Reduced |
| JB Capital LLC | 11,381 | $1.11M | 0.14% | +11,381 | New |
| Ar Asset Management Inc | 11,400 | $1.11M | 0.31% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 11,177 | $1.11M | 0.05% | +186+1.7% | Added |
| TLWM | 11,577 | $1.13M | 0.43% | +483+4.4% | Added |
| Qtron Investments LLC | 11,589 | $1.13M | 0.30% | +4,433+61.9% | Added |
| Intersect Capital LLC | 11,646 | $1.13M | 0.19% | +280+2.5% | Added |
| Capital Fund Management S.A. | 11,710 | $1.14M | 0.03% | +11,710 | New |
| Ballentine Partners, LLC | 11,751 | $1.14M | 0.04% | −46−0.4% | Reduced |
| Childress Capital Advisors, LLC | 11,908 | $1.15M | 0.47% | +4,360+57.8% | Added |
| Gryphon Financial Partners LLC | 11,813 | $1.15M | 0.27% | +1,590+15.6% | Added |
| Trust Co of Toledo NA | 11,829 | $1.15M | 0.19% | −10−0.1% | Reduced |
| Hills Bank & Trust Co | 11,866 | $1.15M | 0.17% | −385−3.1% | Reduced |
| Pallas Capital Advisors LLC | 11,288 | $1.16M | 0.13% | −1,471−11.5% | Reduced |
| Quadrant Capital Group LLC | 11,922 | $1.16M | 0.16% | +274+2.4% | Added |
| ARGI Investment Services, LLC | 11,998 | $1.17M | 0.04% | +961+8.7% | Added |
| SG3 Management, LLC | 12,000 | $1.17M | 0.41% | +12,000 | New |
| Silvercrest Asset Management Group LLC | 12,061 | $1.17M | 0.01% | −21−0.2% | Reduced |
| Pacific Global Investment Management CO | 12,128 | $1.18M | 0.24% | −42−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 12,205 | $1.19M | 0.08% | +150+1.2% | Added |
| Whittier Trust Co | 12,230 | $1.19M | 0.02% | +1,147+10.3% | Added |
| Csenge Advisory Group | 12,049 | $1.19M | 0.10% | −2,334−16.2% | Reduced |
| USA Financial Portformulas Corp | 12,258 | $1.19M | 1.07% | +11,666+1,970.6% | Added |
| Seven Eight Capital, LP | 12,272 | $1.19M | 0.11% | −19,675−61.6% | Reduced |
| Seeyond | 12,275 | $1.19M | 0.12% | +7,383+150.9% | Added |
| Lake Street Advisors Group, LLC | 12,298 | $1.20M | 0.13% | +4,215+52.1% | Added |
| MAI Capital Management | 12,314 | $1.20M | 0.02% | +1,954+18.9% | Added |
| Parcion Private Wealth LLC | 11,768 | $1.20M | 0.11% | −17−0.1% | Reduced |
| IMC-Chicago, LLC | 12,343 | $1.20M | 0.10% | +12,343 | New |
| Diversified Trust Co | 12,416 | $1.21M | 0.04% | −3,818−23.5% | Reduced |
| Principle Wealth Partners LLC | 12,457 | $1.21M | 0.14% | −730−5.5% | Reduced |
| DCF Advisers, LLC | 12,500 | $1.22M | 0.66% | −10,000−44.4% | Reduced |
| First National Trust Co | 12,498 | $1.22M | 0.07% | −387−3.0% | Reduced |
| Norris Financial Group, LLC | 12,537 | $1.22M | 0.81% | −30−0.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,541 | $1.22M | 0.11% | −22−0.2% | Reduced |
| Delta Asset Management LLC | 12,591 | $1.23M | 0.12% | +27+0.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.23M | 0.40% | 00.0% | Unchanged |
| AMG National Trust Bank | 12,650 | $1.23M | 0.04% | −441−3.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,688 | $1.24M | 0.11% | +1,493+13.3% | Added |
| Berkshire Asset Management LLC | 12,758 | $1.24M | 0.08% | +114+0.9% | Added |
| Harbour Investments, Inc. | 12,911 | $1.26M | 0.04% | +4,716+57.5% | Added |
| Windsor Group LTD | 12,688 | $1.26M | 0.26% | +419+3.4% | Added |
| 44 Wealth Management LLC | 12,949 | $1.26M | 0.48% | −3,436−21.0% | Reduced |
| Freedman Financial Associates, Inc. | 12,970 | $1.26M | 0.92% | 00.0% | Unchanged |
| Centiva Capital, LP | 12,985 | $1.26M | 0.10% | −482−3.6% | Reduced |
| Howland Capital Management LLC | 12,989 | $1.26M | 0.07% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 13,085 | $1.27M | 0.19% | +1,035+8.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 13,100 | $1.27M | 0.58% | +13,100 | New |
| 55I, LLC | 13,116 | $1.28M | 0.04% | +10,439+390.0% | Added |
| Perigon Wealth Management, LLC | 13,127 | $1.28M | 0.11% | +87+0.7% | Added |
| Legacy Wealth Asset Management, LLC | 13,180 | $1.28M | 0.59% | −366−2.7% | Reduced |
| Fulton Bank, N.A. | 13,227 | $1.29M | 0.06% | +157+1.2% | Added |
| 1st Source Bank | 13,307 | $1.29M | 0.08% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 13,303 | $1.29M | 0.25% | +13,303 | New |
| Triangle Securities Wealth Management | 13,335 | $1.30M | 0.44% | −340−2.5% | Reduced |
| Lido Advisors, LLC | 13,363 | $1.30M | 0.03% | +5,536+70.7% | Added |
| SeaCrest Wealth Management, LLC | 13,384 | $1.30M | 0.16% | −158−1.2% | Reduced |
| Altium Wealth Management LLC | 13,400 | $1.30M | 0.09% | +1,695+14.5% | Added |
| Investors Research Corp | 13,416 | $1.31M | 0.44% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 13,491 | $1.31M | 0.05% | +7,337+119.2% | Added |
| Systematic Financial Management LP | 13,500 | $1.31M | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 13,532 | $1.32M | 0.38% | −252−1.8% | Reduced |
| Icon Advisers Inc | 13,600 | $1.32M | 0.22% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 13,723 | $1.33M | 0.59% | +155+1.1% | Added |
| Excalibur Management Corp | 13,770 | $1.34M | 0.59% | −60.0% | Reduced |
| Cetera Advisors LLC | 13,866 | $1.35M | 0.03% | +3,147+29.4% | Added |
| S&CO Inc | 13,915 | $1.35M | 0.11% | 00.0% | Unchanged |
| Somerset Trust Co | 13,932 | $1.35M | 0.55% | +1,015+7.9% | Added |
| Odey Holdings Ltd | 13,943 | $1.36M | 7.22% | +6,043+76.5% | Added |
| Coastline Trust Co | 13,975 | $1.36M | 0.17% | −1,005−6.7% | Reduced |
| Delphi Management Inc | 14,019 | $1.36M | 1.40% | −1,542−9.9% | Reduced |
| Northwest & Ethical Investments L.P. | 14,054 | $1.37M | 0.04% | −915−6.1% | Reduced |