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; 2,745 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 | 2,745 | $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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 165,545 | $16.1M | 0.11% | +23,539+16.6% | Added |
| Crossmark Global Holdings, Inc. | 164,539 | $16.0M | 0.38% | −57,832−26.0% | Reduced |
| Pittenger & Anderson Inc | 163,164 | $15.9M | 0.80% | +1,790+1.1% | Added |
| Granite Investment Advisors, LLC | 161,119 | $15.7M | 2.54% | −3,506−2.1% | Reduced |
| Pacific Heights Asset Management LLC | 160,000 | $15.6M | 1.48% | 00.0% | Unchanged |
| Andra AP-fonden | 159,411 | $15.5M | 0.32% | +12,100+8.2% | Added |
| Peapack Gladstone Financial Corp | 159,316 | $15.5M | 0.32% | +1,227+0.8% | Added |
| Edge Capital Group, LLC | 158,750 | $15.4M | 1.23% | −2,948−1.8% | Reduced |
| Matrix Asset Advisors Inc | 156,991 | $15.3M | 2.15% | −800−0.5% | Reduced |
| Erste Asset Management GmbH | 152,888 | $15.2M | 0.30% | −14,722−8.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 154,251 | $15.0M | 0.16% | +154,251 | New |
| Sit Investment Associates Inc | 153,050 | $14.9M | 0.39% | −19,485−11.3% | Reduced |
| Nissay Asset Management Corp | 151,415 | $14.7M | 0.12% | +3,904+2.6% | Added |
| Hexavest Inc. | 151,388 | $14.7M | 0.90% | −30,685−16.9% | Reduced |
| Wade G W & Inc | 151,350 | $14.7M | 0.70% | −3,051−2.0% | Reduced |
| Artemis Investment Management LLP | 149,525 | $14.5M | 0.12% | −132,620−47.0% | Reduced |
| DuPont Capital Management Corp | 148,840 | $14.5M | 0.46% | −72,294−32.7% | Reduced |
| Regentatlantic Capital LLC | 148,467 | $14.4M | 0.44% | −11,049−6.9% | Reduced |
| Nicola Wealth Management Ltd. | 146,000 | $14.2M | 1.46% | −32,000−18.0% | Reduced |
| Hartford Investment Management Co | 143,955 | $14.0M | 0.39% | −20,392−12.4% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 143,122 | $13.9M | 0.20% | +51,099+55.5% | Added |
| Hourglass Capital, LLC | 141,027 | $13.7M | 3.73% | +538+0.4% | Added |
| Qube Research & Technologies Ltd | 140,300 | $13.7M | 0.17% | +140,300 | New |
| Socorro Asset Management LP | 139,330 | $13.6M | 3.82% | +17,670+14.5% | Added |
| Squarepoint Ops LLC | 138,449 | $13.5M | 0.09% | −322,996−70.0% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 137,560 | $13.4M | 0.68% | −22,714−14.2% | Reduced |
| Myriad Asset Management Ltd. | 137,304 | $13.4M | 1.39% | +28,200+25.8% | Added |
| Lowe Brockenbrough & Co Inc | 137,008 | $13.3M | 1.04% | +1,522+1.1% | Added |
| Gratus Capital LLC | 136,824 | $13.3M | 1.43% | −21,822−13.8% | Reduced |
| Burney Co | 136,796 | $13.3M | 0.62% | −11,241−7.6% | Reduced |
| Bank of the West | 136,490 | $13.3M | 1.39% | −18,481−11.9% | Reduced |
| Ziegler Capital Management, LLC | 135,155 | $13.2M | 0.48% | −14,801−9.9% | Reduced |
| Marvin & Palmer Associates Inc | 135,017 | $13.1M | 5.33% | −15,915−10.5% | Reduced |
| Bokf, NA | 134,694 | $13.1M | 0.23% | +134,694 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 134,597 | $13.1M | 0.51% | −1,026−0.8% | Reduced |
| Greenwood Capital Associates LLC | 132,127 | $12.9M | 1.98% | +2,895+2.2% | Added |
| Telos Capital Management, Inc. | 130,170 | $12.7M | 1.73% | +2,216+1.7% | Added |
| Crestwood Advisors Group LLC | 129,763 | $12.6M | 0.36% | −5,100−3.8% | Reduced |
| Achmea Investment Management B.V. | 128,827 | $12.5M | 0.38% | −35,801−21.7% | Reduced |
| Leuthold Group, LLC | 128,414 | $12.5M | 1.53% | +351+0.3% | Added |
| Ci Investments Inc. | 127,424 | $12.4M | 0.05% | −22,217−14.8% | Reduced |
| Morgan Stanley | 127,030 | $12.4M | 0.00% | +161+0.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 125,486 | $12.2M | 0.08% | +39,882+46.6% | Added |
| Blair William & Co | 124,908 | $12.2M | 0.04% | +2,058+1.7% | Added |
| General Pension Society PZU Joint Stock Co | 124,369 | $12.1M | 3.86% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 131,797 | $12.1M | 0.19% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 123,825 | $12.0M | 0.06% | +20,124+19.4% | Added |
| Acadian Asset Management LLC | 123,322 | $12.0M | 0.05% | −168,955−57.8% | Reduced |
| Scotia Capital Inc. | 123,102 | $12.0M | 0.09% | +3,055+2.5% | Added |
| Mount Lucas Management LP | 123,030 | $12.0M | 3.78% | −8,683−6.6% | Reduced |
| Amica Mutual Insurance Co | 122,927 | $12.0M | 1.25% | +19,983+19.4% | Added |
| Brightworth | 122,863 | $12.0M | 1.08% | +436+0.4% | Added |
| ING Groep NV | 122,544 | $11.9M | 0.15% | −349,705−74.1% | Reduced |
| Securian Asset Management, Inc | 121,793 | $11.9M | 0.24% | −3,739−3.0% | Reduced |
| BTC Capital Management, Inc. | 121,677 | $11.8M | 1.33% | −13,992−10.3% | Reduced |
| Baird Financial Group, Inc. | 121,564 | $11.8M | 0.03% | +77,954+178.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 120,486 | $11.7M | 0.06% | +6,326+5.5% | Added |
| Xponance, Inc. | 119,281 | $11.6M | 0.22% | −8,522−6.7% | Reduced |
| Grassi Investment Management | 118,950 | $11.6M | 1.30% | 00.0% | Unchanged |
| Shelton Capital Management | 118,910 | $11.6M | 0.45% | −5,885−4.7% | Reduced |
| Jane Street Group, LLC | 116,475 | $11.3M | 0.03% | −105,308−47.5% | Reduced |
| Howe & Rusling Inc | 115,422 | $11.2M | 1.41% | +2,010+1.8% | Added |
| Argent Trust Co | 113,635 | $11.1M | 0.71% | −220−0.2% | Reduced |
| Captrust Financial Advisors | 113,079 | $11.0M | 0.09% | −1,713−1.5% | Reduced |
| MML Investors Services, LLC | 112,926 | $11.0M | 0.09% | +540+0.5% | Added |
| Quantbot Technologies LP | 110,785 | $10.8M | 0.79% | +110,785 | New |
| Core Alternative Capital | 110,169 | $10.7M | 2.28% | −452−0.4% | Reduced |
| Creative Planning | 109,731 | $10.7M | 0.02% | +5,708+5.5% | Added |
| Swarthmore Group Inc | 116,208 | $10.7M | 2.75% | 00.0% | Unchanged |
| St Germain D J Co Inc | 106,908 | $10.4M | 0.64% | −3,602−3.3% | Reduced |
| CMT Capital Markets Trading GmbH | 104,482 | $10.4M | 3.94% | +95,474+1,059.9% | Added |
| Maryland State Retirement & Pension System | 103,853 | $10.4M | 0.29% | −1,367−1.3% | Reduced |
| Becker Capital Management Inc | 106,178 | $10.3M | 0.44% | +634+0.6% | Added |
| Polar Capital Holdings Plc | 104,806 | $10.2M | 0.06% | +104,806 | New |
| Motco | 103,488 | $10.1M | 0.66% | −7,697−6.9% | Reduced |
| People's United Financial, Inc. | 102,000 | $9.93M | 0.22% | +198+0.2% | Added |
| Montag A & Associates Inc | 101,550 | $9.88M | 0.53% | −1,567−1.5% | Reduced |
| Flputnam Investment Management Co | 101,532 | $9.88M | 0.34% | −318−0.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 100,800 | $9.81M | 0.14% | +15,000+17.5% | Added |
| Mirabella Financial Services LLP | 100,674 | $9.80M | 1.29% | +80,771+405.8% | Added |
| Hudson Bay Capital Management LP | 100,000 | $9.73M | 0.14% | −25,001−20.0% | Reduced |
| BBVA USA | 98,741 | $9.61M | 0.56% | −9,447−8.7% | Reduced |
| Advisors Asset Management, Inc. | 98,163 | $9.55M | 0.15% | +19,702+25.1% | Added |
| Cornerstone Advisors, LLC | 98,000 | $9.54M | 0.55% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 97,410 | $9.48M | 0.33% | −2,600−2.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 97,313 | $9.47M | 0.22% | −8,032−7.6% | Reduced |
| Elo Mutual Pension Insurance Co | 97,177 | $9.46M | 0.30% | −1,648−1.7% | Reduced |
| Dowling & Yahnke LLC | 96,228 | $9.36M | 0.52% | −964−1.0% | Reduced |
| White Pine Investment CO | 96,168 | $9.36M | 3.27% | −6,050−5.9% | Reduced |
| FineMark National Bank & Trust | 95,607 | $9.30M | 0.39% | +2,615+2.8% | Added |
| Point72 Asset Management, L.P. | 93,200 | $9.07M | 0.04% | −139,500−59.9% | Reduced |
| Atika Capital Management LLC | 92,800 | $9.03M | 0.64% | +92,800 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 92,457 | $9.00M | 0.34% | −135,130−59.4% | Reduced |
| Telemus Capital, LLC | 92,230 | $8.97M | 0.76% | +893+1.0% | Added |
| American Assets Investment Management, LLC | 92,000 | $8.95M | 1.11% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 90,900 | $8.85M | 0.21% | −1,900−2.0% | Reduced |
| Simplex Trading, LLC | 95,934 | $8.83M | 0.31% | +13,746+16.7% | Added |
| Nicholas Investment Partners, LP | 90,000 | $8.76M | 0.64% | 00.0% | Unchanged |
| Credit Agricole S A | 88,578 | $8.62M | 0.31% | −47,900−35.1% | Reduced |
| Prospera Financial Services Inc | 88,087 | $8.57M | 0.43% | −10,328−10.5% | Reduced |