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 |
|---|---|---|---|---|---|
| Harbor Advisors LLC | 6,608 | $643.0K | 0.13% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 6,603 | $642.6K | 0.06% | −83−1.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,578 | $640.0K | 0.05% | +153+2.4% | 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 |
| Douglass Winthrop Advisors, LLC | 6,497 | $632.0K | 0.02% | +4+0.1% | Added |
| 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 |
| Bridgefront Capital, LLC | 6,452 | $628.0K | 0.66% | +6,452 | New |
| 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 |
| Buckley Wealth Management, LLC | 6,415 | $624.0K | 0.20% | +809+14.4% | Added |
| Platte River Wealth Advisors, LLC | 6,400 | $623.0K | 0.23% | +395+6.6% | Added |
| Glen Eagle Advisors, LLC | 6,393 | $622.1K | 0.18% | +3,531+123.4% | Added |
| Moneta Group Investment Advisors LLC | 6,330 | $616.0K | 0.03% | −6,310−49.9% | Reduced |
| Sippican Capital Advisors | 6,290 | $612.0K | 0.53% | −76−1.2% | Reduced |
| Aspire Private Capital, LLC | 6,262 | $609.0K | 0.20% | −387−5.8% | Reduced |
| Chicago Wealth Management, Inc. | 6,243 | $608.0K | 0.44% | 00.0% | Unchanged |
| US Asset Management LLC | 6,231 | $606.0K | 0.59% | +6,231 | New |
| Duncker Streett & Co Inc | 6,178 | $601.0K | 0.11% | −395−6.0% | Reduced |
| Salem Investment Counselors Inc | 6,146 | $598.0K | 0.03% | +70+1.2% | Added |
| Global Financial Private Client, LLC | 6,001 | $594.4K | 0.31% | +5,037+522.5% | Added |
| 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 |
| Parkside Financial Bank & Trust | 6,097 | $593.0K | 0.17% | −227−3.6% | Reduced |
| Krane Funds Advisors LLC | 6,056 | $589.0K | 0.01% | +4,138+215.7% | Added |
| HBK Sorce Advisory LLC | 5,999 | $584.0K | 0.03% | +1,709+39.8% | Added |
| Cambridge Trust Co | 5,987 | $583.0K | 0.02% | +800+15.4% | Added |
| Jackson Creek Investment Advisors LLC | 5,982 | $582.0K | 0.22% | −8,471−58.6% | Reduced |
| 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 |
| 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 |
| 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 |
| Mastrapasqua Asset Management Inc | 5,900 | $574.0K | 0.06% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 5,779 | $572.0K | 0.51% | +10.0% | Added |
| Blueprint Investment Partners LLC | 5,857 | $570.0K | 0.28% | +5,857 | New |
| Mutual Advisors, LLC | 5,842 | $568.0K | 0.03% | −537−8.4% | Reduced |
| Thomas White International Ltd | 5,820 | $566.0K | 0.08% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,782 | $563.0K | 0.04% | +726+14.4% | Added |
| Private Portfolio Partners LLC | 5,749 | $559.4K | 0.16% | +241+4.4% | Added |
| Stratos Wealth Advisors, LLC | 5,740 | $559.0K | 0.05% | −613−9.6% | Reduced |
| DT Investment Partners, LLC | 5,668 | $552.0K | 0.07% | +2,672+89.2% | 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 |
| ACG Wealth | 5,628 | $548.0K | 0.07% | +4+0.1% | 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 |
| 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 |
| 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 |
| Evermay Wealth Management LLC | 5,575 | $543.0K | 0.11% | −465−7.7% | Reduced |
| Lakeview Capital Partners, LLC | 5,564 | $541.0K | 0.25% | −124−2.2% | Reduced |
| LS Investment Advisors, LLC | 5,550 | $540.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| 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 |
| TD Ameritrade Investment Management, LLC | 10,997 | $532.0K | 0.00% | +2,230+25.4% | Added |
| Personal Cfo Solutions, LLC | 5,406 | $526.0K | 0.11% | −903−14.3% | Reduced |
| Mosaic Family Wealth, LLC | 5,400 | $525.0K | 0.15% | +5,400 | New |
| Stableford Capital II LLC | 5,168 | $522.0K | 0.26% | +5,168 | New |
| Rossmore Private Capital | 5,315 | $517.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Stelac Advisory Services LLC | 5,268 | $513.0K | 0.14% | +1,598+43.5% | Added |
| 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 |
| Frisch Financial Group, Inc. | 5,202 | $506.0K | 0.17% | −20−0.4% | Reduced |
| 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 |
| 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 |
| Davidson Investment Advisors | 5,159 | $502.0K | 0.04% | −1,260−19.6% | Reduced |
| Jackson Square Capital, LLC | 5,151 | $501.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| NorthRock Partners, LLC | 4,834 | $496.0K | 0.04% | +1,020+26.7% | Added |
| Strategic Financial Services, Inc, | 5,082 | $495.0K | 0.04% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 5,038 | $490.2K | 0.12% | +869+20.8% | Added |
| Great Lakes Advisors, LLC | 4,976 | $484.0K | 0.01% | +16+0.3% | Added |
| Clear Harbor Asset Management, LLC | 4,956 | $482.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 4,903 | $479.0K | 0.01% | −558−10.2% | Reduced |
| X-Square Capital, LLC | 4,923 | $479.0K | 0.25% | +78+1.6% | Added |
| Evoke Wealth, LLC | 4,916 | $478.0K | 0.02% | −194−3.8% | Reduced |
| West Family Investments, Inc. | 4,910 | $478.0K | 0.13% | +174+3.7% | Added |
| American Portfolios Advisors | 4,907 | $477.5K | 0.02% | −2,042−29.4% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 4,900 | $476.0K | 0.28% | +4,900 | New |
| Eads & Heald Wealth Management | 4,871 | $474.0K | 0.23% | +505+11.6% | Added |
| Miracle Mile Advisors, LLC | 4,864 | $473.0K | 0.02% | +220+4.7% | Added |
| Waterfront Wealth Inc. | 4,843 | $471.0K | 0.23% | +1,000+26.0% | Added |
| Eastern Bank | 4,836 | $470.0K | 0.02% | −515−9.6% | Reduced |
| Perritt Capital Management Inc | 4,835 | $470.0K | 0.26% | 00.0% | Unchanged |