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; 2,746 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 9,582 | $932.0K | 0.08% | −1,252−11.6% | Reduced |
| First Horizon Advisors, Inc. | 9,539 | $927.0K | 0.03% | +269+2.9% | Added |
| Trilogy Capital Inc. | 9,494 | $924.0K | 0.07% | −45−0.5% | Reduced |
| Washburn Capital Management, Inc. | 9,490 | $923.0K | 0.60% | +1,770+22.9% | Added |
| Two Sigma Advisers, LP | 9,474 | $922.0K | 0.00% | +9,474 | New |
| Trust Co of Vermont | 9,430 | $917.0K | 0.07% | −40−0.4% | Reduced |
| Steel Peak Wealth Management LLC | 9,406 | $915.0K | 0.06% | −4,303−31.4% | Reduced |
| Fort Washington Investment Advisors Inc | 9,307 | $906.0K | 0.01% | −91−1.0% | Reduced |
| Smithfield Trust Co | 9,272 | $901.0K | 0.06% | −318−3.3% | Reduced |
| Stonnington Group, LLC | 9,000 | $900.0K | 0.20% | −700−7.2% | Reduced |
| Henshaw Capital LLC | 9,224 | $897.6K | 0.06% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 9,161 | $891.0K | 0.45% | +5,004+120.4% | Added |
| Hobart Private Capital, LLC | 9,141 | $889.5K | 0.35% | −571−5.9% | Reduced |
| Bull Street Advisors, LLC | 9,129 | $888.0K | 0.46% | −100−1.1% | Reduced |
| Corsair Capital Management, L.P. | 9,091 | $885.0K | 0.17% | −250−2.7% | Reduced |
| Busey Wealth Management | 9,091 | $884.0K | 0.04% | +2,731+42.9% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 8,825 | $879.0K | 0.02% | +8,825 | New |
| Strategy Asset Managers LLC | 9,010 | $877.0K | 0.20% | −34−0.4% | 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 |
| Parkside Investments, LLC | 9,000 | $875.0K | 0.18% | −6,000−40.0% | Reduced |
| 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 |
| Advisors Capital Management, LLC | 8,824 | $859.0K | 0.03% | +1,067+13.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $858.0K | 0.10% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 8,809 | $857.0K | 0.13% | −316−3.5% | Reduced |
| Fulcrum Asset Management LLP | – | $856.0K | 0.42% | – | – |
| Independent Investors Inc | 8,716 | $848.0K | 0.21% | +500+6.1% | Added |
| 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 |
| Legacy Bridge, LLC | 8,594 | $836.0K | 0.48% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 8,550 | $832.0K | 1.41% | 00.0% | Unchanged |
| 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 |
| King Luther Capital Management Corp | 8,329 | $810.0K | 0.00% | +1,670+25.1% | Added |
| E&G Advisors, LP | 8,301 | $808.0K | 0.22% | +8,301 | Added |
| Fort Point Capital Partners LLC | 8,296 | $807.0K | 0.13% | +330+4.1% | Added |
| Pennsylvania Capital Management Inc | 7,890 | $803.0K | 0.36% | +7,890 | New |
| Proficio Capital Partners LLC | 8,232 | $801.0K | 0.11% | −771−8.6% | Reduced |
| Eudaimonia Partners, LLC | 8,208 | $799.0K | 0.14% | +33+0.4% | Added |
| Avidian Wealth Solutions, LLC | 8,180 | $796.0K | 0.06% | +288+3.6% | Added |
| Good Life Advisors, LLC | 8,170 | $795.0K | 0.11% | +787+10.7% | Added |
| Harbor Investment Advisory, LLC | 8,153 | $793.0K | 0.11% | −322−3.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 8,116 | $790.0K | 0.07% | +2,668+49.0% | Added |
| Pendal Group Limited | 8,107 | $789.0K | 0.01% | −103,003−92.7% | Reduced |
| Apollon Wealth Management, LLC | 8,082 | $786.0K | 0.11% | +4,090+102.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 8,060 | $784.0K | 0.18% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 7,995 | $778.0K | 0.06% | +75+0.9% | Added |
| Brighton Jones LLC | 7,966 | $775.0K | 0.04% | −1,650−17.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,953 | $773.9K | 0.11% | +121+1.5% | Added |
| Simon Quick Advisors, LLC | 7,908 | $769.0K | 0.20% | +7,718+4,062.1% | Added |
| Renaissance Investment Group LLC | 7,890 | $768.0K | 0.20% | 00.0% | Unchanged |
| Engine No. 1 LLC | 7,863 | $765.0K | 0.20% | +3,116+65.6% | Added |
| TRUE Private Wealth Advisors | 7,824 | $761.0K | 0.11% | −60−0.8% | Reduced |
| 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 |
| Meridian Investment Counsel Inc. | 7,796 | $759.0K | 0.28% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 7,794 | $758.0K | 0.11% | −15−0.2% | Reduced |
| Private Trust Co NA | 7,769 | $756.0K | 0.11% | +236+3.1% | Added |
| Equitable Holdings, Inc. | 7,743 | $753.0K | 0.01% | +654+9.2% | Added |
| West Oak Capital, LLC | 7,675 | $747.0K | 0.29% | −75−1.0% | Reduced |
| Gofen & Glossberg LLC | 7,641 | $744.0K | 0.02% | +283+3.8% | Added |
| Canton Hathaway, LLC | 7,627 | $742.0K | 0.21% | +902+13.4% | Added |
| Echo Street Capital Management LLC | 7,590 | $739.0K | 0.01% | +5,082+202.6% | Added |
| Precision Wealth Strategies, LLC | 7,539 | $734.0K | 0.57% | +3,252+75.9% | Added |
| Orca Investment Management, LLC | 7,514 | $731.0K | 0.64% | −1,052−12.3% | Reduced |
| Red Cedar Investment Management, LLC | 7,501 | $730.0K | 0.10% | +7,501 | New |
| 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 |
| Magnus Financial Group LLC | 7,445 | $724.0K | 0.15% | +47+0.6% | Added |
| Orion Portfolio Solutions, LLC | 7,426 | $723.0K | 0.03% | +805+12.2% | Added |
| Kore Private Wealth LLC | 7,420 | $722.0K | 0.08% | +960+14.9% | Added |
| Asset Management Corp | 7,409 | $721.0K | 0.45% | +11+0.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,400 | $720.0K | 0.10% | +5,070+217.6% | Added |
| Valeo Financial Advisors, LLC | 7,383 | $718.0K | 0.04% | +998+15.6% | Added |
| Somerville Kurt F | 7,347 | $715.0K | 0.11% | −300−3.9% | Reduced |
| Hoey Investments, Inc | 7,287 | $709.0K | 0.22% | −3,500−32.4% | Reduced |
| Welch & Forbes LLC | 7,233 | $704.0K | 0.01% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 7,154 | $696.0K | 0.47% | +7,154 | New |
| 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 |
| J.W. Cole Advisors, Inc. | 7,080 | $689.0K | 0.05% | +855+13.7% | Added |
| Robotti Robert | 7,000 | $681.0K | 0.16% | −2,000−22.2% | Reduced |
| Lokken Investment Group LLC | 6,967 | $678.0K | 0.54% | −267−3.7% | Reduced |
| IFG Advisors, LLC | 6,932 | $675.0K | 0.31% | +1,449+26.4% | Added |
| EP Wealth Advisors, LLC | 6,901 | $672.0K | 0.02% | +514+8.0% | Added |
| First National Bank of Hutchinson | 6,860 | $668.0K | 0.37% | +73+1.1% | Added |
| Johnson Financial Group, LLC | 6,851 | $666.0K | 0.13% | −3,110−31.2% | Reduced |
| Emerald Advisors, LLC | 6,840 | $666.0K | 0.19% | −1,930−22.0% | Reduced |
| Deseret Mutual Benefit Administrators | 6,788 | $661.0K | 0.12% | −2,630−27.9% | Reduced |
| Kingsview Wealth Management, LLC | 6,773 | $659.0K | 0.03% | +1,297+23.7% | Added |
| Waldron Private Wealth LLC | 6,760 | $657.0K | 0.04% | +1,403+26.2% | Added |
| Exane Derivatives | 6,733 | $655.2K | 0.16% | +453+7.2% | Added |
| Private Capital Group, LLC | 6,723 | $654.0K | 0.15% | −11−0.2% | 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 |
| Interchange Capital Partners, LLC | 6,661 | $648.0K | 1.08% | −230−3.3% | Reduced |
| Arbor Investment Advisors, LLC | 6,615 | $644.0K | 0.13% | +10+0.2% | Added |