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 |
|---|---|---|---|---|---|
| Annapolis Financial Services, LLC | 2,745 | $267.0K | 0.09% | 00.0% | Unchanged |
| Hyman Charles D | 2,737 | $266.0K | 0.02% | 00.0% | Unchanged |
| Doheny Asset Management | 2,726 | $265.0K | 0.19% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 2,725 | $265.0K | 0.02% | +10.0% | Added |
| Hurlow Wealth Management Group, Inc. | 2,725 | $265.0K | 0.16% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,719 | $265.0K | 0.09% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,710 | $264.0K | 0.04% | −1,090−28.7% | Reduced |
| Formidable Asset Management, LLC | 2,707 | $263.0K | 0.05% | −174−6.0% | Reduced |
| Reik & Co., LLC | 2,703 | $263.0K | 0.07% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,704 | $263.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,702 | $263.0K | 0.18% | 00.0% | Unchanged |
| Covington Capital Management | 2,701 | $263.0K | 0.01% | +33+1.2% | Added |
| Weatherly Asset Management L. P. | 2,684 | $261.0K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,676 | $260.0K | 0.10% | +37+1.4% | Added |
| Continuum Advisory, LLC | 2,669 | $260.0K | 0.07% | +41+1.6% | Added |
| First Foundation Advisors | 2,663 | $259.0K | 0.01% | +59+2.3% | Added |
| Berkeley Capital Partners, LLC | 2,647 | $258.0K | 0.12% | −409−13.4% | Reduced |
| Game Creek Capital, LP | 2,625 | $255.0K | 0.14% | −1,250−32.3% | Reduced |
| Powell Investment Advisors, LLC | 2,619 | $255.0K | 0.16% | +18+0.7% | Added |
| Wedge Capital Management L L P | 2,600 | $253.0K | 0.00% | −135−4.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,600 | $253.0K | 0.06% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 2,575 | $251.0K | 0.14% | −140−5.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 2,575 | $251.0K | 0.09% | 00.0% | Unchanged |
| Keystone Financial Group | 2,576 | $251.0K | 0.05% | +30+1.2% | Added |
| Aaron Wealth Advisors | 2,576 | $250.0K | 0.07% | +143+5.9% | Added |
| Univest Financial Corp | 2,557 | $249.0K | 0.07% | +50+2.0% | Added |
| Summit Global Investments | 2,563 | $249.0K | 0.02% | +50+2.0% | Added |
| Capital International Sarl | 2,549 | $248.0K | 0.02% | −199−7.2% | Reduced |
| Tatro Capital, LLC | 2,547 | $248.0K | 0.19% | −57−2.2% | Reduced |
| Richard P Slaughter Associates Inc | 2,539 | $247.0K | 0.10% | −18,546−88.0% | Reduced |
| Menard Financial Group LLC | 2,540 | $247.0K | 0.22% | +2,540 | New |
| Bank Ozk | 2,529 | $246.0K | 0.11% | −300−10.6% | Reduced |
| Change Path, LLC | 2,513 | $245.0K | 0.01% | +218+9.5% | Added |
| Credential Qtrade Securities Inc. | 2,513 | $244.5K | 0.02% | −419−14.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,511 | $244.0K | 0.03% | +4+0.2% | Added |
| N.E.W. Advisory Services LLC | 2,512 | $244.0K | 0.04% | +132+5.5% | Added |
| RSM US Wealth Management LLC | 2,510 | $244.0K | 0.01% | +2,510 | New |
| Highlander Capital Management, LLC | 2,500 | $243.0K | 0.12% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,500 | $243.0K | 0.04% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 2,320 | $243.0K | 0.08% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,502 | $243.0K | 0.02% | +2,502 | New |
| Wealthsource Partners, LLC | 2,476 | $241.0K | 0.02% | −1,836−42.6% | Reduced |
| Vantage Consulting Group Inc | 2,480 | $241.0K | 0.05% | −294−10.6% | Reduced |
| Compagnie Lombard Odier SCmA | 2,466 | $240.0K | 0.01% | 00.0% | Unchanged |
| Essex Savings Bank | 2,289 | $239.0K | 0.09% | −61−2.6% | Reduced |
| Capital Advisors Inc | 2,456 | $239.0K | 0.01% | +255+11.6% | Added |
| Sargent Bickham Lagudis LLC | 2,442 | $238.0K | 0.02% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,433 | $237.0K | 0.08% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,423 | $236.0K | 0.00% | 00.0% | Unchanged |
| Harrington Investments, INC | 2,425 | $236.0K | 0.14% | +2,425 | New |
| Humankind Investments LLC | 2,411 | $235.0K | 0.11% | −128−5.0% | Reduced |
| Chesapeake Wealth Management | 2,418 | $235.0K | 0.08% | −13−0.5% | Reduced |
| Exencial Wealth Advisors, LLC | 2,405 | $234.0K | 0.01% | −2,753−53.4% | Reduced |
| Machina Capital S.A.S. | 2,400 | $234.0K | 0.50% | +2,400 | New |
| Ellsworth Advisors, LLC | 2,395 | $233.0K | 0.11% | +200+9.1% | Added |
| IMA Wealth, Inc. | 2,382 | $232.0K | 0.05% | −7,185−75.1% | Reduced |
| Focused Wealth Management, Inc | 2,389 | $232.0K | 0.04% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,361 | $230.0K | 0.24% | +2,361 | New |
| Oakworth Capital, Inc. | 2,330 | $227.0K | 0.02% | 00.0% | Unchanged |
| Forte Capital LLC | 2,336 | $227.0K | 0.03% | +2,336 | New |
| Fiduciary Group LLC | 2,181 | $226.0K | 0.03% | −189−8.0% | Reduced |
| NEXT Financial Group, Inc | 2,318 | $225.0K | 0.02% | −2,594−52.8% | Reduced |
| Berman Capital Advisors, LLC | 2,315 | $224.0K | 0.04% | +65+2.9% | Added |
| Proequities, Inc. | 2,288 | $223.0K | 0.01% | −343−13.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,284 | $222.0K | 0.07% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 2,292 | $222.0K | 0.06% | +2,292 | New |
| Hodges Capital Management Inc. | 2,270 | $221.0K | 0.02% | 00.0% | Unchanged |
| Clare Market Investments LLC | 2,269 | $220.8K | 0.07% | +15+0.7% | Added |
| Chicago Capital, LLC | 2,262 | $220.0K | 0.01% | +2,262 | New |
| LCNB Corp | 2,244 | $218.0K | 0.11% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,238 | $218.0K | 0.01% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 2,240 | $218.0K | 0.05% | +2,240 | New |
| Roundview Capital LLC | 2,233 | $217.0K | 0.02% | +9+0.4% | Added |
| Selective Wealth Management, Inc. | 2,228 | $217.0K | 0.11% | +1,928+642.7% | Added |
| Sustainable Insight Capital Management, LLC | 2,216 | $216.0K | 0.14% | +2,216 | New |
| Robertson Stephens Wealth Management, LLC | 2,229 | $216.0K | 0.03% | +2,229 | New |
| Psagot Investment House Ltd. | 2,200 | $214.0K | 0.04% | −1,894−46.3% | Reduced |
| Calton & Associates, Inc. | 2,200 | $214.0K | 0.05% | −1,734−44.1% | Reduced |
| Groesbeck Investment Management Corp | 2,200 | $214.0K | 0.25% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 2,200 | $214.0K | 0.10% | +2,200 | New |
| Riversedge Advisors, LLC | 2,203 | $214.0K | 0.07% | +2,203 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2,200 | $214.0K | 0.04% | +2,200 | New |
| Cambria Investment Management, L.P. | 2,194 | $213.0K | 0.04% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 2,074 | $213.0K | 0.14% | +2,074 | New |
| ZWJ Investment Counsel Inc | 2,167 | $211.0K | 0.01% | +2,167 | New |
| Clearstead Advisors, LLC | 2,156 | $210.0K | 0.02% | +673+45.4% | Added |
| Monument Capital Management | 2,157 | $210.0K | 0.07% | +2,157 | New |
| Wolff Wiese Magana LLC | 2,150 | $209.0K | 0.15% | −626−22.6% | Reduced |
| Firestone Capital Management | 2,277 | $209.0K | 0.07% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 2,120 | $206.0K | 0.05% | +149+7.6% | Added |
| Dumont & Blake Investment Advisors LLC | 2,122 | $206.0K | 0.06% | +2,122 | New |
| Northwest Bancshares, Inc. | 2,109 | $205.0K | 0.05% | +2,109 | New |
| Prestige Wealth Management Group LLC | 2,097 | $204.0K | 0.05% | 00.0% | Unchanged |
| Brave Asset Management Inc | 2,100 | $204.0K | 0.06% | +2,100 | New |
| Nwam LLC | 2,087 | $203.0K | 0.02% | +2,087 | New |
| Almanack Investment Partners, LLC. | 2,090 | $203.0K | 0.02% | +2,090 | New |
| Rock Creek Group, LP | 2,071 | $202.0K | 0.03% | −951−31.5% | Reduced |
| Valley National Advisers Inc | 2,073 | $202.0K | 0.04% | +3+0.1% | Added |
| SignalPoint Asset Management, LLC | 2,079 | $202.0K | 0.06% | +2,079 | New |
| Fort Sheridan Advisors LLC | 2,069 | $201.0K | 0.07% | +2,069 | New |