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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 87,230 | $8.49M | 0.20% | −2,692−3.0% | Reduced |
| Ashfield Capital Partners, LLC | 87,218 | $8.49M | 0.60% | +460+0.5% | Added |
| McGuire Investment Group, LLC | 86,455 | $8.41M | 1.58% | +446+0.5% | Added |
| Kentucky Retirement Systems | 86,130 | $8.38M | 0.39% | −546−0.6% | Reduced |
| YHB Investment Advisors, Inc. | 85,927 | $8.36M | 0.72% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 85,909 | $8.36M | 1.32% | +29,640+52.7% | Added |
| Alberta Investment Management Corp | 85,300 | $8.30M | 0.07% | +22,700+36.3% | Added |
| Brown Advisory Inc | 85,048 | $8.28M | 0.01% | −881−1.0% | Reduced |
| Banco Santander, S.A. | 84,641 | $8.24M | 0.04% | −11,966−12.4% | Reduced |
| Jupiter Wealth Management LLC | 84,092 | $8.22M | 3.88% | −7,247−7.9% | Reduced |
| Twin Capital Management Inc | 83,628 | $8.14M | 0.83% | −10,180−10.9% | Reduced |
| Nomura Holdings Inc | 87,855 | $8.13M | 0.06% | +62,371+244.7% | Added |
| Burns J W & Co Inc | 82,541 | $8.03M | 1.26% | −745−0.9% | Reduced |
| First Citizens Bank & Trust Co | 82,357 | $8.01M | 0.38% | +1,175+1.4% | Added |
| Pacer Advisors, Inc. | 81,887 | $7.97M | 0.10% | −14,588−15.1% | Reduced |
| D L Carlson Investment Group Inc | 81,720 | $7.95M | 1.38% | +140.0% | Added |
| Ieq Capital, LLC | 82,334 | $7.94M | 0.21% | +1,191+1.5% | Added |
| First National Bank of Omaha | 81,013 | $7.88M | 0.40% | −10,596−11.6% | Reduced |
| Cito Capital Group, LLC | 80,948 | $7.88M | 3.68% | −5,080−5.9% | Reduced |
| Capital Analysts, LLC | 79,390 | $7.72M | 0.51% | −974−1.2% | Reduced |
| Duality Advisers, LP | 79,096 | $7.70M | 0.59% | +44,158+126.4% | Added |
| Appleton Partners Inc | 79,012 | $7.69M | 0.64% | +12,365+18.6% | Added |
| Clear Street Markets LLC | 77,901 | $7.58M | 1.67% | +48,801+167.7% | Added |
| Westbourne Investment Advisors, Inc. | 77,553 | $7.55M | 3.44% | −1,470−1.9% | Reduced |
| Kestra Advisory Services, LLC | 76,530 | $7.45M | 0.07% | +4,225+5.8% | Added |
| AlphaCrest Capital Management LLC | 76,451 | $7.44M | 0.38% | +40,354+111.8% | Added |
| Capstone Investment Advisors, LLC | 76,422 | $7.44M | 0.13% | +76,422 | New |
| Gemsstock Limited | 75,000 | $7.30M | 3.31% | −39,600−34.6% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 74,872 | $7.29M | 3.53% | −280−0.4% | Reduced |
| Kings Point Capital Management | 74,853 | $7.28M | 0.65% | +5,922+8.6% | Added |
| Rockefeller Capital Management L.P. | 74,554 | $7.25M | 0.04% | +36,996+98.5% | Added |
| Twinbeech Capital LP | 73,936 | $7.20M | 0.51% | −2,089−2.7% | Reduced |
| Connors Investor Services Inc | 73,481 | $7.15M | 0.76% | −2,000−2.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 73,212 | $7.12M | 0.14% | +5,617+8.3% | Added |
| Pinebridge Investments, L.P. | 72,965 | $7.10M | 0.08% | −8,569−10.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 71,913 | $7.00M | 0.44% | −4,000−5.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 71,444 | $6.95M | 0.04% | −178,157−71.4% | Reduced |
| D.A. Davidson & Co. | 71,414 | $6.95M | 0.08% | −3,300−4.4% | Reduced |
| Cetera Investment Advisers | 82,224 | $6.95M | 0.11% | +17,656+27.3% | Added |
| German American Bancorp, Inc. | 71,023 | $6.91M | 1.06% | +1,943+2.8% | Added |
| Baugh & Associates, LLC | 70,387 | $6.85M | 4.19% | −141−0.2% | Reduced |
| Private Advisor Group, LLC | 70,139 | $6.83M | 0.04% | +29,896+74.3% | Added |
| Gibraltar Capital Management, Inc. | 69,988 | $6.81M | 3.46% | −16,533−19.1% | Reduced |
| Catalyst Capital Advisors LLC | 69,200 | $6.73M | 0.34% | −3,600−4.9% | Reduced |
| Walleye Capital LLC | 68,909 | $6.71M | 0.20% | −15,421−18.3% | Reduced |
| Copperwynd Financial, LLC | 68,666 | $6.68M | 2.76% | +68,666 | New |
| L & S Advisors Inc | 68,469 | $6.66M | 0.72% | +47,191+221.8% | Added |
| Oliver Luxxe Assets LLC | 68,259 | $6.64M | 1.83% | +711+1.1% | Added |
| Avitas Wealth Management LLC | 67,738 | $6.59M | 1.20% | −131−0.2% | Reduced |
| Oak Harvest Investment Services | 67,085 | $6.53M | 1.90% | +8,131+13.8% | Added |
| Jefferies Group LLC | 66,850 | $6.51M | 0.16% | +17,705+36.0% | Added |
| Ethic Inc. | 66,216 | $6.44M | 0.66% | +26,892+68.4% | Added |
| Caas Capital Management LP | 65,730 | $6.40M | 0.48% | +65,730 | New |
| Banque Pictet & Cie SA | 65,515 | $6.38M | 0.07% | −3,907−5.6% | Reduced |
| Trexquant Investment LP | 65,401 | $6.36M | 0.51% | +56,585+641.8% | Added |
| Easterly Investment Partners LLC | 65,366 | $6.36M | 0.43% | −164,033−71.5% | Reduced |
| Old Second National Bank of Aurora | 65,318 | $6.36M | 1.71% | −668−1.0% | Reduced |
| Meyer Handelman Co | 63,542 | $6.18M | 0.25% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 63,475 | $6.18M | 0.34% | +44,326+231.5% | Added |
| Ameritas Investment Partners, Inc. | 63,412 | $6.17M | 0.23% | +547+0.9% | Added |
| Meeder Asset Management Inc | 63,319 | $6.16M | 0.32% | +997+1.6% | Added |
| Banque Cantonale Vaudoise | 63,275 | $6.16M | 0.27% | +9,324+17.3% | Added |
| Oppenheimer & Co Inc | 63,173 | $6.15M | 0.12% | −4,475−6.6% | Reduced |
| Wolverine Trading, LLC | 61,624 | $6.13M | 0.13% | −48,196−43.9% | Reduced |
| Boston Private Wealth LLC | 62,980 | $6.13M | 0.08% | −404−0.6% | Reduced |
| SG Americas Securities, LLC | 62,764 | $6.11M | 0.03% | +25,502+68.4% | Added |
| Iowa State Bank | 61,886 | $6.02M | 1.68% | +129+0.2% | Added |
| NorthCoast Asset Management LLC | 61,106 | $5.96M | 0.22% | −18,996−23.7% | Reduced |
| Signet Financial Management, LLC | 60,905 | $5.93M | 1.02% | +60,905 | New |
| Glenview Trust Co | 60,275 | $5.87M | 0.23% | 00.0% | Unchanged |
| Central Bank & Trust Co | 60,171 | $5.86M | 0.96% | +22,320+59.0% | Added |
| Canandaigua National Corp | 59,775 | $5.82M | 0.95% | −190.0% | Reduced |
| Wills Financial Group, Inc. | 59,015 | $5.74M | 2.58% | +770+1.3% | Added |
| Central Trust Co | 58,398 | $5.68M | 0.20% | +15,168+35.1% | Added |
| Cumberland Partners Ltd | 57,515 | $5.60M | 0.46% | +9,586+20.0% | Added |
| Walleye Trading LLC | 57,023 | $5.55M | 0.13% | +57,023 | New |
| Alerus Financial NA | 56,869 | $5.53M | 0.50% | −631−1.1% | Reduced |
| MainStreet Investment Advisors LLC | 56,616 | $5.51M | 0.53% | −4,223−6.9% | Reduced |
| EWG Elevate Inc. | 56,312 | $5.48M | 2.27% | +56,312 | New |
| Northern Oak Wealth Management Inc | 55,523 | $5.40M | 0.66% | −114−0.2% | Reduced |
| Gsa Capital Partners LLP | 54,900 | $5.34M | 0.54% | +39,700+261.2% | Added |
| Caption Management, LLC | 54,800 | $5.33M | 0.35% | +54,800 | New |
| Prelude Capital Management, LLC | 53,558 | $5.21M | 0.28% | −14,831−21.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 52,833 | $5.14M | 0.88% | +2,930+5.9% | Added |
| Northwestern Mutual Wealth Management Co | 52,297 | $5.09M | 0.01% | −54,291−50.9% | Reduced |
| NWK Group, Inc. | 52,167 | $5.08M | 2.01% | +1,105+2.2% | Added |
| Baxter Bros Inc | 52,127 | $5.07M | 0.81% | +260+0.5% | Added |
| Marshall Wace, LLP | 52,112 | $5.07M | 0.03% | −130,300−71.4% | Reduced |
| Atria Investments LLC | 51,980 | $5.06M | 0.09% | −3,468−6.3% | Reduced |
| Winslow Capital Management, LLC | 51,781 | $5.04M | 0.02% | −40,316−43.8% | Reduced |
| Consolidated Investment Group LLC | 51,600 | $5.02M | 0.79% | 00.0% | Unchanged |
| Advisor Partners LLC | 51,421 | $5.00M | 0.34% | −2,188−4.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 51,368 | $5.00M | 0.40% | +578+1.1% | Added |
| Stephens Inc | 51,137 | $4.98M | 0.08% | −4,553−8.2% | Reduced |
| Engineers Gate Manager LP | 50,765 | $4.94M | 0.28% | −15,703−23.6% | Reduced |
| Principal Street Partners, LLC | 50,447 | $4.91M | 1.34% | −13,890−21.6% | Reduced |
| Regent Investment Management LLC | 50,095 | $4.88M | 1.17% | −785−1.5% | Reduced |
| Mark Stevens | 50,063 | $4.87M | 0.55% | −2,332−4.5% | Reduced |
| Washington Trust Bank | 50,062 | $4.87M | 0.57% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 49,822 | $4.85M | 0.10% | +35,192+240.5% | Added |