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 |
|---|---|---|---|---|---|
| Magnetar Financial LLC | 14,073 | $1.37M | 0.01% | +14,073 | New |
| Checchi Capital Advisers, LLC | 14,103 | $1.37M | 0.17% | +246+1.8% | Added |
| Parsons Capital Management Inc | 14,097 | $1.37M | 0.11% | +775+5.8% | Added |
| Dakota Wealth Management | 14,176 | $1.38M | 0.16% | +751+5.6% | Added |
| Trust Asset Management LLC | 14,207 | $1.38M | 0.19% | +952+7.2% | Added |
| Procyon Private Wealth Partners, LLC | 14,228 | $1.39M | 0.36% | +382+2.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 14,239 | $1.39M | 0.01% | −1,000−6.6% | Reduced |
| Atlas Private Wealth Management | 14,306 | $1.39M | 0.85% | +339+2.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,507 | $1.40M | 0.02% | +13,507 | New |
| Diligent Investors, LLC | 15,267 | $1.40M | 0.48% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 14,448 | $1.41M | 1.27% | −3,020−17.3% | Reduced |
| Brasada Capital Management, LP | 14,457 | $1.41M | 0.28% | +255+1.8% | Added |
| FourThought Financial, LLC | 14,478 | $1.41M | 0.19% | −2,222−13.3% | Reduced |
| Green Harvest Asset Management LLC | 14,472 | $1.41M | 0.22% | +298+2.1% | Added |
| Bluefin Capital Management, LLC | 14,489 | $1.41M | 0.16% | −41,807−74.3% | Reduced |
| Edgestream Partners, L.P. | 14,537 | $1.42M | 0.09% | −5,577−27.7% | Reduced |
| Wedbush Securities Inc | 14,538 | $1.42M | 0.07% | −1,420−8.9% | Reduced |
| Lavaca Capital LLC | 14,542 | $1.42M | 0.71% | +10+0.1% | Added |
| Kesler, Norman & Wride, LLC | 14,596 | $1.42M | 0.33% | −1,076−6.9% | Reduced |
| Leavell Investment Management, Inc. | 14,601 | $1.42M | 0.11% | +3,105+27.0% | Added |
| Am Investment Strategies LLC | 14,636 | $1.42M | 0.37% | +84+0.6% | Added |
| McDonald Partners LLC | 14,678 | $1.43M | 0.34% | −1,218−7.7% | Reduced |
| Calamos Wealth Management LLC | 14,678 | $1.43M | 0.12% | −284−1.9% | Reduced |
| Kinneret Advisory, LLC | 14,679 | $1.43M | 0.17% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.43M | 0.54% | +200+1.4% | Added |
| Snowden Capital Advisors LLC | 14,726 | $1.43M | 0.07% | −1,497−9.2% | Reduced |
| Bank Hapoalim BM | 14,787 | $1.44M | 0.15% | −375−2.5% | Reduced |
| Conning Inc. | 14,824 | $1.44M | 0.04% | −2,178−12.8% | Reduced |
| Centaurus Financial, Inc. | 14,972 | $1.46M | 0.12% | −897−5.7% | Reduced |
| Meridian Wealth Management, LLC | 14,977 | $1.46M | 0.18% | −165−1.1% | Reduced |
| InterOcean Capital Group, LLC | 14,983 | $1.46M | 0.07% | +1,102+7.9% | Added |
| Prime Capital Investment Advisors, LLC | 15,000 | $1.46M | 0.09% | −49,754−76.8% | Reduced |
| Capital Management Associates | 15,000 | $1.46M | 1.44% | 00.0% | Unchanged |
| Lee Capital Holdings LLC | 15,000 | $1.46M | 0.77% | +15,000 | New |
| Capital Investment Advisors, LLC | 15,078 | $1.47M | 0.05% | +1,750+13.1% | Added |
| Bank of Hawaii | 15,207 | $1.48M | 0.08% | −3,833−20.1% | Reduced |
| Northeast Financial Consultants Inc | 15,212 | $1.48M | 0.10% | +4,877+47.2% | Added |
| NVWM, LLC | 15,303 | $1.49M | 0.54% | −2,780−15.4% | Reduced |
| Moors & Cabot, Inc. | 19,910 | $1.50M | 0.09% | −603−2.9% | Reduced |
| Intact Investment Management Inc. | 15,500 | $1.51M | 0.04% | −1,200−7.2% | Reduced |
| Duff & Phelps Investment Management Co | 15,550 | $1.51M | 0.02% | −375−2.4% | Reduced |
| Financial Counselors Inc | 15,605 | $1.52M | 0.03% | +5,998+62.4% | Added |
| Intrust Bank NA | 15,677 | $1.53M | 0.20% | +342+2.2% | Added |
| Stratos Wealth Partners, LTD. | 15,849 | $1.54M | 0.04% | +241+1.5% | Added |
| Integrated Wealth Concepts LLC | 15,847 | $1.54M | 0.05% | +3,441+27.7% | Added |
| Convergence Investment Partners, LLC | 15,896 | $1.55M | 0.83% | −8,674−35.3% | Reduced |
| SevenBridge Financial Group, LLC | 15,908 | $1.55M | 0.52% | −403−2.5% | Reduced |
| Gries Financial LLC | 16,028 | $1.56M | 0.49% | −1,560−8.9% | Reduced |
| CAMG Solamere Management, LLC | 16,064 | $1.56M | 1.28% | +2,265+16.4% | Added |
| HBK Investments L P | 16,114 | $1.57M | 0.02% | −17,382−51.9% | Reduced |
| Oak Asset Management, LLC | 15,478 | $1.57M | 0.65% | +40+0.3% | Added |
| Decatur Capital Management, Inc. | 16,142 | $1.57M | 1.04% | −19,041−54.1% | Reduced |
| Mizuho Markets Cayman LP | 16,225 | $1.58M | 0.14% | +13,188+434.2% | Added |
| White Pine Capital LLC | 16,250 | $1.58M | 0.49% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 16,290 | $1.58M | 0.39% | −1,026−5.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 16,332 | $1.59M | 0.03% | −621−3.7% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 16,331 | $1.59M | 0.44% | +92+0.6% | Added |
| Essex Financial Services, Inc. | 16,534 | $1.61M | 0.18% | +12,036+267.6% | Added |
| TCG Advisory Services, LLC | 16,540 | $1.61M | 0.42% | +16,540 | New |
| Optimal Asset Management, Inc. | 16,660 | $1.62M | 0.20% | +20+0.1% | Added |
| Beacon Pointe Advisors, LLC | 16,816 | $1.64M | 0.04% | +1,946+13.1% | Added |
| Boston Partners | 16,925 | $1.65M | 0.00% | −3,382−16.7% | Reduced |
| Acropolis Investment Management, LLC | 17,304 | $1.67M | 0.20% | +898+5.5% | Added |
| Vident Investment Advisory, LLC | 17,333 | $1.69M | 0.05% | −1,825−9.5% | Reduced |
| Trust Investment Advisors | 17,422 | $1.70M | 1.52% | −150−0.9% | Reduced |
| Colony Group LLC | 17,527 | $1.71M | 0.03% | +12,192+228.5% | Added |
| Kestra Private Wealth Services, LLC | 17,723 | $1.73M | 0.10% | −2,096−10.6% | Reduced |
| Cutler Group LP | 17,747 | $1.73M | 0.13% | −58,826−76.8% | Reduced |
| Caldwell Trust Co | 17,756 | $1.73M | 0.22% | +4,345+32.4% | Added |
| United Fire Group Inc | 18,000 | $1.75M | 0.87% | +18,000 | New |
| Asio Capital, LLC | 18,028 | $1.75M | 0.60% | +1,285+7.7% | Added |
| Tiemann Investment Advisors, LLC | 18,034 | $1.75M | 0.83% | −100−0.6% | Reduced |
| Institute for Wealth Management, LLC. | 18,037 | $1.75M | 0.31% | +2,537+16.4% | Added |
| Wealthspire Advisors, LLC | 18,060 | $1.76M | 0.04% | +14,626+425.9% | Added |
| Bryn Mawr Trust Co | 18,143 | $1.77M | 0.07% | −3,825−17.4% | Reduced |
| Teza Capital Management LLC | 18,169 | $1.77M | 0.85% | −27,865−60.5% | Reduced |
| Systematic Alpha Investments, LLC | 17,326 | $1.78M | 0.08% | +17,326 | New |
| Richard Bernstein Advisors LLC | 18,369 | $1.79M | 0.04% | 00.0% | Unchanged |
| Empirical Finance, LLC | 18,363 | $1.79M | 0.27% | +1,014+5.8% | Added |
| Westwood Holdings Group Inc. | 18,726 | $1.82M | 0.02% | −617−3.2% | Reduced |
| Enterprise Financial Services Corp | 18,982 | $1.85M | 0.24% | +16,021+541.1% | Added |
| Balasa Dinverno & Foltz LLC | 19,002 | $1.85M | 0.13% | +763+4.2% | Added |
| Signaturefd, LLC | 19,095 | $1.86M | 0.06% | +3,719+24.2% | Added |
| Capital Markets Trading UK LLP | 18,798 | $1.87M | 1.46% | −7,793−29.3% | Reduced |
| Markston International LLC | 19,385 | $1.89M | 1.77% | −25,231−56.6% | Reduced |
| Toroso Investments, LLC | 19,484 | $1.90M | 0.07% | +5,854+42.9% | Added |
| Abbot Financial Management, Inc. | 19,820 | $1.93M | 0.88% | −200−1.0% | Reduced |
| Savant Capital, LLC | 19,866 | $1.93M | 0.07% | +894+4.7% | Added |
| City Holding Co | 19,904 | $1.94M | 0.33% | +7,747+63.7% | Added |
| UBP Investment Advisors SA | 20,000 | $1.95M | 0.76% | 00.0% | Unchanged |
| Clarius Group, LLC | 20,201 | $1.97M | 0.18% | +324+1.6% | Added |
| Alaethes Wealth LLC | 20,286 | $1.97M | 1.44% | +391+2.0% | Added |
| Profund Advisors LLC | 20,308 | $1.98M | 0.07% | −1,453−6.7% | Reduced |
| Brewin Dolphin Ltd | 20,540 | $2.00M | 0.08% | +154+0.8% | Added |
| Vestcor Inc | 20,566 | $2.00M | 0.07% | −3,117−13.2% | Reduced |
| Virtu Financial LLC | 20,717 | $2.02M | 0.18% | +20,717 | New |
| Griffin Asset Management, Inc. | 20,769 | $2.02M | 0.26% | +985+5.0% | Added |
| Baldwin Investment Management, LLC | 20,900 | $2.03M | 0.35% | −858−3.9% | Reduced |
| Toscafund Asset Management LLP | 21,000 | $2.04M | 2.17% | −4,000−16.0% | Reduced |
| Deltec Asset Management LLC | 21,000 | $2.04M | 0.31% | 00.0% | Unchanged |