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 |
|---|---|---|---|---|---|
| Beaumont Financial Partners, LLC | 2,051 | $200.0K | 0.02% | −137−6.3% | Reduced |
| Interactive Financial Advisors | 2,000 | $195.0K | 0.09% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,991 | $194.0K | 0.12% | +1,391+231.8% | Added |
| FinTrust Capital Advisors, LLC | 1,967 | $191.0K | 0.05% | −501−20.3% | Reduced |
| Old North State Trust, LLC | 1,962 | $191.0K | 0.17% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,938 | $189.0K | 0.02% | +1+0.1% | Added |
| Clearview Wealth Advisors LLC | 1,922 | $187.0K | 0.12% | +787+69.3% | Added |
| Sandy Spring Bank | 1,900 | $186.0K | 0.01% | −270−12.4% | Reduced |
| Endurance Wealth Management, Inc. | 1,916 | $186.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 1,842 | $179.0K | 0.04% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,837 | $179.0K | 0.08% | +1,837 | New |
| Baystate Wealth Management LLC | 1,830 | $178.0K | 0.02% | +141+8.3% | Added |
| Kozak & Associates, Inc. | 1,700 | $170.0K | 0.10% | +1,700 | New |
| Graves-Light Private Wealth Management, Inc. | 1,708 | $166.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,683 | $164.0K | 0.07% | −3,248−65.9% | Reduced |
| Edge Wealth Management LLC | 1,685 | $164.0K | 0.03% | +85+5.3% | Added |
| Lindbrook Capital, LLC | 1,675 | $163.0K | 0.04% | +71+4.4% | Added |
| Lenox Wealth Advisors, LLC | 1,672 | $163.0K | 0.02% | +974+139.5% | Added |
| Mizuho Securities Co. Ltd. | 1,660 | $162.0K | 0.05% | +1,210+268.9% | Added |
| Global Retirement Partners, LLC | 1,640 | $160.0K | 0.02% | +260+18.8% | Added |
| Cranbrook Wealth Management, LLC | 1,632 | $159.0K | 0.04% | +172+11.8% | Added |
| Key Financial Inc | 1,584 | $154.0K | 0.09% | 00.0% | Unchanged |
| First Manhattan Co | 1,585 | $154.0K | 0.00% | −56−3.4% | Reduced |
| Capital Directions Investment Advisors, LLC | 1,545 | $150.0K | 0.05% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,514 | $147.0K | 0.02% | +356+30.7% | Added |
| Vectors Research Management, LLC | 1,503 | $146.0K | 0.03% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,415 | $137.7K | 0.04% | +504+55.3% | Added |
| Independence Bank of Kentucky | 1,364 | $133.0K | 0.06% | +36+2.7% | Added |
| Silvant Capital Management LLC | 1,357 | $132.0K | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 1,323 | $129.0K | 0.02% | +7+0.5% | Added |
| Gleason Group, Inc. | 1,326 | $129.0K | 0.05% | +9+0.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,296 | $126.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,267 | $123.0K | 0.02% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 1,235 | $120.0K | 0.01% | +785+174.4% | Added |
| Evolution Wealth Advisors, LLC | 1,215 | $118.0K | 0.03% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,205 | $117.0K | 0.06% | −1−0.1% | Reduced |
| Bedel Financial Consulting, Inc. | 1,194 | $116.0K | 0.04% | −20−1.6% | Reduced |
| Arkadios Wealth Advisors | 1,173 | $114.0K | 0.02% | −212−15.3% | Reduced |
| Sonora Investment Management, LLC | 1,151 | $112.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,139 | $110.8K | 0.04% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,116 | $109.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,119 | $109.0K | 0.00% | +1,119 | New |
| Resources Management Corp | 1,109 | $108.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,104 | $107.0K | 0.08% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,091 | $106.0K | 0.06% | +7+0.6% | Added |
| Capital Advisors, Ltd. LLC | 1,081 | $105.0K | 0.02% | 00.0% | Unchanged |
| Eukles Asset Management | 1,067 | $104.0K | 0.06% | −1,571−59.6% | Reduced |
| Founders Capital Management | 1,060 | $103.0K | 0.07% | +106+11.1% | Added |
| Bay Harbor Wealth Management, LLC | 1,015 | $99.0K | 0.04% | −26−2.5% | Reduced |
| First National Bank of South Miami | 1,000 | $97.0K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 984 | $96.0K | 0.00% | +111+12.7% | Added |
| Bogart Wealth, LLC | 977 | $95.0K | 0.01% | −107−9.9% | Reduced |
| WD Rutherford LLC | 975 | $95.0K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 970 | $94.0K | 0.03% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 928 | $90.0K | 0.02% | −13−1.4% | Reduced |
| Cedar Wealth Management, LLC | 922 | $90.0K | 0.04% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 885 | $86.0K | 0.03% | +130+17.2% | Added |
| Sutton Wealth Advisors Inc. | 869 | $84.6K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 839 | $82.0K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 837 | $81.0K | 0.01% | +57+7.3% | Added |
| Glassman Wealth Services | 807 | $79.0K | 0.02% | −7−0.9% | Reduced |
| CoreFirst Bank & Trust | 811 | $79.0K | 0.05% | 00.0% | Unchanged |
| Corsicana & Co. | 807 | $79.0K | 0.05% | 00.0% | Unchanged |
| Park Circle Co | 800 | $78.0K | 0.06% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 800 | $77.8K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 784 | $76.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 756 | $74.0K | 0.09% | +5+0.7% | Added |
| TCI Wealth Advisors, Inc. | 752 | $73.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 720 | $70.0K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 697 | $68.0K | 0.02% | −599−46.2% | Reduced |
| AllSquare Wealth Management LLC | 696 | $68.0K | 0.04% | −131−15.8% | Reduced |
| Creative Financial Designs Inc | 702 | $68.0K | 0.01% | +1+0.1% | Added |
| M&R Capital Management Inc | 708 | $68.0K | 0.02% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 693 | $67.0K | 0.02% | +693 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 680 | $66.2K | 0.08% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 680 | $66.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 680 | $66.0K | 0.02% | +1+0.1% | Added |
| Carmichael Hill & Associates, Inc. | 663 | $65.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 662 | $64.0K | 0.01% | +5+0.8% | Added |
| Kowal Investment Group, LLC | 659 | $64.0K | 0.02% | +659 | New |
| Meridian Wealth Partners, LLC | 631 | $62.0K | 0.01% | +631 | New |
| Bell Investment Advisors, Inc | 639 | $62.0K | 0.02% | +639 | New |
| LFA - Lugano Financial Advisors SA | 625 | $61.0K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 624 | $61.0K | 0.04% | +312+100.0% | Added |
| Vigilant Capital Management, LLC | 613 | $60.0K | 0.00% | +613 | New |
| CVA Family Office, LLC | 1,222 | $59.0K | 0.04% | −1,616−56.9% | Reduced |
| Estabrook Capital Management | 600 | $58.4K | 0.01% | −170−22.1% | Reduced |
| Crescent Capital Consulting, LLC | 594 | $58.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 601 | $58.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 586 | $57.0K | 0.01% | −789−57.4% | Reduced |
| Carroll Financial Associates, Inc. | 592 | $57.0K | 0.00% | −112−15.9% | Reduced |
| Horrell Capital Management, Inc. | 583 | $57.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 581 | $57.0K | 0.06% | 00.0% | Unchanged |
| First Command Bank | 567 | $55.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 567 | $55.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 526 | $51.0K | 0.03% | −71−11.9% | Reduced |
| Semmax Financial Advisors Inc. | 519 | $51.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 510 | $50.0K | 0.01% | −18−3.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 513 | $50.0K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 523 | $50.0K | 0.02% | +109+26.3% | Added |