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 |
|---|---|---|---|---|---|
| Wellington Shields Capital Management, LLC | 4,832 | $470.0K | 0.06% | +1,725+55.5% | Added |
| Geller Advisors LLC | 4,818 | $469.0K | 0.10% | −85−1.7% | Reduced |
| Rothschild Investment Corp | 4,802 | $467.0K | 0.04% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 4,794 | $467.0K | 0.32% | +1,900+65.7% | Added |
| Freestone Capital Holdings, LLC | 4,785 | $466.0K | 0.02% | +2,311+93.4% | Added |
| Eqis Capital Management, Inc. | 4,780 | $465.0K | 0.04% | −1,207−20.2% | Reduced |
| KLCM Advisors, Inc. | 4,778 | $465.0K | 0.10% | 00.0% | Unchanged |
| Chelsea Counsel Co | 4,776 | $465.0K | 0.21% | 00.0% | Unchanged |
| StoneX Group Inc. | 4,766 | $464.0K | 0.07% | −1,005−17.4% | Reduced |
| Mather Group, LLC. | 4,750 | $462.0K | 0.01% | +6+0.1% | Added |
| Brown Capital Management LLC | 4,740 | $461.0K | 0.00% | −2,275−32.4% | Reduced |
| QVR LLC | 4,741 | $461.0K | 0.94% | +4,741 | New |
| LVZ Advisors, Inc. | 4,732 | $460.0K | 0.07% | −589−11.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,732 | $460.0K | 0.12% | +300+6.8% | Added |
| Marcum Wealth, LLC | 4,714 | $459.0K | 0.07% | +109+2.4% | Added |
| Haverford Trust Co | 4,696 | $457.0K | 0.01% | +2,301+96.1% | Added |
| Fort Pitt Capital Group, LLC | 4,678 | $455.0K | 0.02% | −380−7.5% | Reduced |
| Marino, Stram & Associates LLC | 4,671 | $455.0K | 0.16% | +4,671 | New |
| Main Street Financial Solutions, LLC | 4,670 | $454.0K | 0.07% | +518+12.5% | Added |
| Hamilton Capital, LLC | 4,644 | $452.0K | 0.04% | +1,500+47.7% | Added |
| Executive Wealth Group LLC | 4,644 | $451.9K | 0.28% | +31+0.7% | Added |
| 180 Wealth Advisors, LLC | 4,396 | $449.0K | 0.10% | −49−1.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,599 | $448.0K | 0.01% | +21+0.5% | Added |
| Bell & Brown Wealth Advisors, LLC | 4,595 | $447.0K | 0.24% | +4,595 | New |
| Avantax Planning Partners, Inc. | 4,569 | $445.0K | 0.02% | +155+3.5% | Added |
| Simmons Bank | 4,555 | $443.0K | 0.03% | +1,652+56.9% | Added |
| Independent Financial Group, LLC | 4,507 | $438.6K | 0.04% | +290+6.9% | Added |
| Morris Retirement Advisors, LLC | 4,491 | $437.0K | 0.37% | +469+11.7% | Added |
| Fukoku Mutual Life Insurance Co | 4,480 | $436.0K | 0.03% | +1,080+31.8% | Added |
| Occudo Quantitative Strategies LP | 4,477 | $436.0K | 0.05% | +4,477 | New |
| Legacy Financial Advisors, Inc. | 4,460 | $434.0K | 0.11% | +655+17.2% | Added |
| Adirondack Trust Co | 4,215 | $433.0K | 0.21% | +177+4.4% | Added |
| Bahl & Gaynor Inc | 4,435 | $432.0K | 0.00% | −2,747−38.2% | Reduced |
| AlphaCentric Advisors LLC | 4,435 | $432.0K | 0.11% | +22+0.5% | Added |
| Vivaldi Capital Management, LLC | 4,425 | $431.0K | 0.09% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 4,400 | $428.0K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,389 | $427.0K | 0.03% | −11,789−72.9% | Reduced |
| Visionary Wealth Advisors | 4,384 | $427.0K | 0.04% | −2,395−35.3% | Reduced |
| Sunflower Bank, N.A. | 4,389 | $427.0K | 0.06% | +95+2.2% | Added |
| Intercontinental Wealth Advisors, LLC | 4,356 | $424.0K | 0.10% | +234+5.7% | Added |
| Michael B. Yongue | 4,343 | $423.0K | 0.31% | 00.0% | Unchanged |
| Invst, LLC | 4,346 | $423.0K | 0.07% | +267+6.5% | Added |
| Strategic Wealth Partners, Ltd. | 4,349 | $423.0K | 0.12% | +1,689+63.5% | Added |
| Tower Bridge Advisors | 4,342 | $422.5K | 0.03% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,335 | $422.0K | 0.37% | 00.0% | Unchanged |
| Davis R M Inc | 4,333 | $422.0K | 0.01% | +362+9.1% | Added |
| O'Neil Global Advisors, Inc. | 4,318 | $420.0K | 0.32% | −1,682−28.0% | Reduced |
| First Citizens Financial Corp | 4,317 | $420.0K | 0.34% | −260−5.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,305 | $419.0K | 0.09% | +259+6.4% | Added |
| Alpha Cubed Investments, LLC | 4,277 | $416.0K | 0.03% | −723−14.5% | Reduced |
| Pinnacle Financial Partners Inc | 4,270 | $416.0K | 0.01% | −267−5.9% | Reduced |
| Zions Bancorporation, N.A. | 4,274 | $416.0K | 0.04% | +1,354+46.4% | Added |
| Allen Investment Management LLC | 4,280 | $416.0K | 0.01% | +4,280 | New |
| Evergreen Capital Management LLC | 4,230 | $412.0K | 0.02% | +300+7.6% | Added |
| Rosenberg Matthew Hamilton | 4,239 | $412.0K | 0.16% | +618+17.1% | Added |
| CX Institutional | 4,179 | $407.0K | 0.03% | −132−3.1% | Reduced |
| Allred Capital Management, LLC | 4,176 | $406.0K | 0.21% | −64−1.5% | Reduced |
| BSW Wealth Partners | 4,174 | $406.0K | 0.11% | +4,174 | New |
| Ausdal Financial Partners, Inc. | 4,166 | $405.0K | 0.06% | −715−14.6% | Reduced |
| Optimum Investment Advisors | 4,150 | $404.0K | 0.17% | −1,700−29.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,128 | $402.0K | 0.09% | −4−0.1% | Reduced |
| Carlson Capital Management | 4,120 | $401.0K | 0.04% | +64+1.6% | Added |
| First Financial Bank - Trust Division | 4,107 | $400.0K | 0.04% | −19−0.5% | Reduced |
| Perpetual Investment Management Ltd | 4,100 | $399.0K | 0.05% | 00.0% | Unchanged |
| Curi Capital | 4,110 | $399.0K | 0.18% | +10.0% | Added |
| Frontier Wealth Management LLC | 4,087 | $398.0K | 0.03% | +4,087 | New |
| Sage Mountain Advisors LLC | 4,083 | $397.0K | 0.06% | +29+0.7% | Added |
| Kovack Advisors, Inc. | 4,077 | $397.0K | 0.04% | +210+5.4% | Added |
| Hoylecohen, LLC | 4,069 | $396.0K | 0.04% | +3+0.1% | Added |
| Canvas Wealth Advisors, LLC | 4,068 | $396.0K | 0.16% | +50+1.2% | Added |
| Park National Corp | 4,050 | $394.0K | 0.02% | −551−12.0% | Reduced |
| Berger Financial Group, Inc | 4,045 | $394.0K | 0.07% | +453+12.6% | Added |
| Anchor Investment Management, LLC | 4,043 | $393.4K | 0.05% | +1,000+32.9% | Added |
| Destination Wealth Management | 4,029 | $392.0K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,019 | $391.0K | 0.03% | −14,351−78.1% | Reduced |
| Resource Management, LLC | 4,015 | $391.0K | 0.04% | +4,015 | New |
| GHP Investment Advisors, Inc. | 4,006 | $390.0K | 0.03% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,999 | $389.0K | 0.31% | −1,408−26.0% | Reduced |
| Westover Capital Advisors, LLC | 4,000 | $389.0K | 0.12% | 00.0% | Unchanged |
| Hudock, Inc. | 3,991 | $388.0K | 0.12% | +861+27.5% | Added |
| Allworth Financial LP | 3,985 | $388.0K | 0.01% | +1,357+51.6% | Added |
| Cornercap Investment Counsel Inc | 3,975 | $387.0K | 0.04% | −12,123−75.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,923 | $382.0K | 0.11% | +100+2.6% | Added |
| MidWestOne Financial Group, Inc. | 3,916 | $381.0K | 0.09% | −500−11.3% | Reduced |
| Altus Wealth Group LLC | 3,918 | $381.0K | 0.38% | +18+0.5% | Added |
| Grandfield & Dodd, LLC | 3,909 | $380.0K | 0.03% | +125+3.3% | Added |
| Cornerstone Wealth Management, LLC | 3,907 | $380.0K | 0.04% | +1,154+41.9% | Added |
| Ropes Wealth Advisors LLC | 3,896 | $379.0K | 0.06% | +3,896 | New |
| Centric Wealth Management | 3,876 | $377.0K | 0.14% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 3,847 | $374.0K | 0.02% | −1,733−31.1% | Reduced |
| Little House Capital LLC | 3,835 | $373.0K | 0.22% | −1,392−26.6% | Reduced |
| CPWM, LLC | 3,831 | $373.0K | 0.03% | −22−0.6% | Reduced |
| Trustmark National Bank Trust Department | 3,790 | $369.0K | 0.03% | −1,161−23.4% | Reduced |
| Cohen & Steers, Inc. | 3,767 | $367.0K | 0.00% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 3,770 | $367.0K | 0.02% | +500+15.3% | Added |
| Overbrook Management Corp | 3,764 | $366.0K | 0.08% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 3,750 | $365.0K | 0.07% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 3,724 | $362.0K | 0.23% | −69−1.8% | Reduced |
| HYA Advisors, Inc | 3,712 | $361.0K | 0.15% | +13+0.4% | Added |
| Pinnacle Family Advisors, LLC | 3,707 | $361.0K | 0.16% | +46+1.3% | Added |