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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors, Inc. | 3,704 | $360.0K | 0.07% | −101−2.7% | Reduced |
| Jarislowsky, Fraser Ltd | 3,700 | $360.0K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,698 | $360.0K | 0.02% | +10.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,695 | $360.0K | 0.02% | +283+8.3% | Added |
| Kaizen Financial Strategies | 3,685 | $359.0K | 0.29% | +3,685 | New |
| Berkshire Bank | 3,654 | $356.0K | 0.09% | −61−1.6% | Reduced |
| MCF Advisors LLC | 3,661 | $356.0K | 0.04% | +98+2.8% | Added |
| Summit Trail Advisors, LLC | 3,651 | $355.0K | 0.03% | −823−18.4% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 3,630 | $353.0K | 0.11% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 3,621 | $352.0K | 0.02% | −50−1.4% | Reduced |
| B. Riley Wealth Management, Inc. | 3,617 | $352.0K | 0.03% | +3,617 | New |
| Johanson Financial Advisors, Inc. | 3,616 | $352.0K | 0.12% | +3,616 | New |
| Beirne Wealth Consulting Services, LLC | 3,600 | $350.0K | 0.20% | 00.0% | Unchanged |
| Marathon Capital Management | 3,587 | $350.0K | 0.08% | −7−0.2% | Reduced |
| Coastal Investment Advisors, Inc. | 3,596 | $350.0K | 0.08% | +896+33.2% | Added |
| Highland Capital Management, LLC | 3,600 | $350.0K | 0.02% | +3,600 | New |
| CNB Bank | 3,582 | $349.0K | 0.21% | −294−7.6% | Reduced |
| Pflug Koory, LLC | 3,560 | $346.0K | 0.19% | 00.0% | Unchanged |
| SOL Capital Management CO | 3,520 | $343.0K | 0.07% | 00.0% | Unchanged |
| York Capital Management Global Advisors, LLC | 3,513 | $342.0K | 0.04% | −40,835−92.1% | Reduced |
| Red Cedar Capital, LLC | 3,500 | $341.0K | 0.21% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,504 | $341.0K | 0.02% | +4+0.1% | Added |
| Round Table Services, LLC | 3,470 | $338.0K | 0.07% | +370+11.9% | Added |
| Foundations Investment Advisors, LLC | 3,387 | $336.0K | 0.01% | −1,863−35.5% | Reduced |
| Zacks Investment Management | 3,452 | $336.0K | 0.01% | +3,452 | New |
| Integrated Investment Consultants, LLC | 3,438 | $335.0K | 0.10% | +275+8.7% | Added |
| King Wealth | 3,445 | $335.0K | 0.07% | +3,445 | New |
| Summit Financial, LLC | 3,435 | $334.3K | 0.03% | +3,435 | New |
| Financial Engines Advisors L.L.C. | 3,367 | $327.0K | 0.00% | +164+5.1% | Added |
| Bragg Financial Advisors, Inc | 3,329 | $324.0K | 0.02% | 00.0% | Unchanged |
| Graypoint LLC | 3,316 | $323.0K | 0.04% | −244−6.9% | Reduced |
| Twin Focus Capital Partners, LLC | 3,311 | $322.0K | 0.08% | +9+0.3% | Added |
| Botty Investors LLC | 3,311 | $322.0K | 0.10% | +3,311 | New |
| Vantage Financial Partners Ltd., Inc. | 3,300 | $321.0K | 0.17% | +200+6.5% | Added |
| Bremer Bank National Association | 3,269 | $319.0K | 0.06% | +420+14.7% | Added |
| Mid Atlantic Financial Management Inc | 3,271 | $318.0K | 0.02% | −33−1.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3,262 | $317.0K | 0.02% | −15−0.5% | Reduced |
| Boyd Watterson Asset Management LLC | 3,247 | $316.0K | 0.12% | −7−0.2% | Reduced |
| Emfo, LLC | 3,250 | $316.0K | 0.28% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 3,250 | $316.0K | 0.01% | +750+30.0% | Added |
| Boenning & Scattergood, Inc. | 3,242 | $315.0K | 0.06% | −40−1.2% | Reduced |
| Advus Financial Partners, LLC | 3,181 | $312.2K | 0.17% | +3,181 | New |
| NBT Bank N A | 3,203 | $312.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,202 | $312.0K | 0.12% | +225+7.6% | Added |
| State of Wyoming | 3,191 | $311.0K | 0.20% | −1,100−25.6% | Reduced |
| Icon Wealth Partners, LLC | 3,194 | $311.0K | 0.03% | −1,063−25.0% | Reduced |
| Harvest Fund Management Co., Ltd | 3,186 | $309.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,178 | $309.0K | 0.01% | +135+4.4% | Added |
| JT Stratford LLC | 3,165 | $308.0K | 0.09% | −17−0.5% | Reduced |
| Gradient Investments LLC | 3,162 | $308.0K | 0.01% | +380+13.7% | Added |
| SkyView Investment Advisors, LLC | 3,166 | $308.0K | 0.09% | −104−3.2% | Reduced |
| E Fund Management Co., Ltd. | 3,162 | $308.0K | 0.01% | +3,162 | New |
| Jones Financial Companies LLLP | 3,159 | $307.0K | 0.00% | −39−1.2% | Reduced |
| JGP Wealth Management, LLC | 3,157 | $307.0K | 0.07% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3,140 | $306.0K | 0.01% | −3,562−53.1% | Reduced |
| Americana Partners, LLC | 3,147 | $306.0K | 0.07% | +3,147 | New |
| Bartlett & Co. Wealth Management LLC | 3,140 | $305.6K | 0.01% | −3,562−53.1% | Reduced |
| Chicago Trust Co NA | 3,135 | $305.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 3,121 | $304.0K | 0.01% | +2,553+449.5% | Added |
| TrinityPoint Wealth, LLC | 3,127 | $304.0K | 0.06% | +317+11.3% | Added |
| Golden Green, Inc. | 3,118 | $303.0K | 0.24% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,101 | $303.0K | 0.18% | +1,480+91.3% | Added |
| Private Asset Management Inc | 3,082 | $300.0K | 0.04% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,060 | $298.0K | 0.02% | −275−8.2% | Reduced |
| Sunbelt Securities, Inc. | 3,255 | $297.0K | 0.05% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 3,049 | $297.0K | 0.04% | +3,049 | New |
| Arete Wealth Advisors, LLC | 3,479 | $296.0K | 0.03% | −116−3.2% | Reduced |
| Janney Capital Management LLC | 3,023 | $294.0K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,024 | $294.0K | 0.01% | +67+2.3% | Added |
| Spirit of America Management Corp | 3,000 | $292.0K | 0.06% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 3,000 | $292.0K | 0.25% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 3,000 | $292.0K | 0.16% | +3,000 | New |
| Ssi Investment Management LLC | 2,966 | $290.0K | 0.02% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,792 | $289.0K | 0.11% | +256+10.1% | Added |
| Hall Capital Management Co Inc | 2,934 | $286.0K | 0.18% | −5−0.2% | Reduced |
| Royal Fund Management, LLC | 2,944 | $286.0K | 0.05% | +2,944 | New |
| Associated Banc-Corp | 2,920 | $284.0K | 0.01% | −281−8.8% | Reduced |
| Ridgewood Investments LLC | 2,911 | $283.0K | 0.19% | −2,922−50.1% | Reduced |
| Farmers National Bank | 4,122 | $282.5K | 0.11% | +4,122 | New |
| Sheaff Brock Investment Advisors, LLC | 2,897 | $282.0K | 0.03% | −9,399−76.4% | Reduced |
| Tradition Wealth Management, LLC | 2,902 | $282.0K | 0.04% | +1,886+185.6% | Added |
| Global Trust Asset Management, LLC | 2,900 | $282.0K | 0.13% | +2,900 | New |
| Wimmer Associates 1, LLC | 2,892 | $281.0K | 0.17% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,878 | $280.0K | 0.02% | +563+24.3% | Added |
| Five Oceans Advisors | 2,877 | $280.0K | 0.32% | +2,877 | New |
| Leisure Capital Management | 2,871 | $279.0K | 0.15% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,864 | $278.7K | 0.04% | +150+5.5% | Added |
| Norway Savings Bank | 2,852 | $278.0K | 0.13% | −105−3.6% | Reduced |
| Financial Management Professionals, Inc. | 2,834 | $276.0K | 0.06% | +158+5.9% | Added |
| RMR Wealth Builders | 2,823 | $275.0K | 0.08% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,678 | $275.0K | 0.22% | +5+0.2% | Added |
| Red Door Wealth Management, LLC | 2,813 | $274.0K | 0.10% | −306−9.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,814 | $274.0K | 0.11% | +2,814 | New |
| American State Bank (Iowa) | 2,808 | $273.2K | 0.21% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 2,805 | $273.0K | 0.03% | −1,284−31.4% | Reduced |
| Harvest Investment Services, LLC | 2,802 | $272.0K | 0.11% | −51−1.8% | Reduced |
| Premier Asset Management LLC | 11,252 | $270.0K | 0.04% | +11,252 | New |
| Cedar Brook Financial Partners, LLC | 2,763 | $269.0K | 0.08% | −616−18.2% | Reduced |
| Johnson Investment Counsel Inc | 2,756 | $268.0K | 0.00% | −379−12.1% | Reduced |
| Rockland Trust Co | 2,761 | $268.0K | 0.02% | +431+18.5% | Added |