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 |
|---|---|---|---|---|---|
| Odey Asset Management Group Ltd | 49,400 | $4.81M | 1.28% | 00.0% | Unchanged |
| Norinchukin Bank, The | 49,366 | $4.80M | 0.07% | +4,011+8.8% | Added |
| Elk River Wealth Management, LLC | 48,939 | $4.76M | 1.20% | +1,738+3.7% | Added |
| Federation des caisses Desjardins du Quebec | 48,787 | $4.75M | 0.05% | +3,728+8.3% | Added |
| First Hawaiian Bank | 48,643 | $4.73M | 0.19% | −6,485−11.8% | Reduced |
| Corient Capital Partners, LLC | 48,590 | $4.73M | 0.35% | −399−0.8% | Reduced |
| Albion Financial Group | 48,165 | $4.69M | 0.41% | +32+0.1% | Added |
| Neville Rodie & Shaw Inc | 47,825 | $4.65M | 0.36% | +1,127+2.4% | Added |
| Ninety One SA (PTY) Ltd | 46,552 | $4.60M | 1.79% | −531−1.1% | Reduced |
| SkyOak Wealth, LLC | 47,240 | $4.60M | 1.24% | −178−0.4% | Reduced |
| Heritage Trust Co | 46,909 | $4.57M | 0.64% | −2,480−5.0% | Reduced |
| Mayflower Financial Advisors, LLC | 44,279 | $4.50M | 0.61% | +206+0.5% | Added |
| Veritable, L.P. | 45,927 | $4.47M | 0.07% | +133+0.3% | Added |
| Transcend Wealth Collective, LLC | 43,078 | $4.46M | 0.40% | +2,573+6.4% | Added |
| Modera Wealth Management, LLC | 45,683 | $4.45M | 0.23% | −4,590−9.1% | Reduced |
| DRW Securities, LLC | 45,623 | $4.44M | 1.31% | +41,656+1,050.1% | Added |
| K.J. Harrison & Partners Inc | 45,350 | $4.44M | 0.65% | −10,000−18.1% | Reduced |
| Roanoke Asset Management Corp | 45,278 | $4.41M | 1.56% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 45,126 | $4.39M | 2.26% | −12,215−21.3% | Reduced |
| Illinois Municipal Retirement Fund | 44,879 | $4.37M | 0.16% | 00.0% | Unchanged |
| Hancock Whitney Corp | 44,584 | $4.34M | 0.15% | +8,034+22.0% | Added |
| Institutional & Family Asset Management, LLC | 44,318 | $4.31M | 0.70% | −3,671−7.6% | Reduced |
| Cigna Investments Inc | 44,096 | $4.29M | 0.32% | −1,740−3.8% | Reduced |
| Joel Isaacson & Co., LLC | 44,074 | $4.29M | 0.32% | −195−0.4% | Reduced |
| Massmutual Trust Co FSB | 43,664 | $4.25M | 0.18% | −973−2.2% | Reduced |
| FDx Advisors, Inc. | 43,595 | $4.24M | 0.14% | −5,946−12.0% | Reduced |
| HAP Trading, LLC | 43,544 | $4.24M | 0.31% | −10,446−19.3% | Reduced |
| Donaldson Capital Management, LLC | 43,268 | $4.21M | 0.21% | +1,210+2.9% | Added |
| A. D. Beadell Investment Counsel, Inc. | 43,125 | $4.20M | 2.72% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 43,096 | $4.19M | 0.44% | −3,911−8.3% | Reduced |
| Huntington National Bank | 43,035 | $4.19M | 0.04% | +1,037+2.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 42,762 | $4.16M | 0.18% | +42,762 | New |
| Mitchell Capital Management Co | 42,653 | $4.15M | 0.93% | +1,959+4.8% | Added |
| KCS Wealth Advisory | 42,357 | $4.12M | 1.95% | −1,504−3.4% | Reduced |
| Hunter Associates Investment Management LLC | 42,223 | $4.11M | 1.32% | +1,808+4.5% | Added |
| Morse Asset Management, Inc | 42,223 | $4.11M | 0.98% | +5,300+14.4% | Added |
| MRJ Capital Inc | 41,908 | $4.08M | 2.39% | −2,161−4.9% | Reduced |
| DCM Advisors, LLC | 41,824 | $4.07M | 1.57% | +34,072+439.5% | Added |
| Vestmark Advisory Solutions, Inc. | 41,642 | $4.05M | 0.27% | −4,584−9.9% | Reduced |
| Tocqueville Asset Management L.P. | 41,628 | $4.05M | 0.06% | −4,206−9.2% | Reduced |
| Comerica Securities,inc. | 41,517 | $4.04M | 0.29% | +8,850+27.1% | Added |
| Lincluden Management Ltd | 40,730 | $3.96M | 0.40% | −3,313−7.5% | Reduced |
| TownSquare Capital, LLC | 40,732 | $3.96M | 0.11% | +5,215+14.7% | Added |
| Los Angeles Capital Management LLC | 40,609 | $3.95M | 0.02% | +2,040+5.3% | Added |
| Tdam USA Inc. | 40,593 | $3.95M | 0.26% | −55,574−57.8% | Reduced |
| KMG Fiduciary Partners, LLC | 40,452 | $3.94M | 0.67% | +24,150+148.1% | Added |
| Kessler Investment Group, LLC | 40,371 | $3.93M | 2.79% | +40,371 | New |
| Patten & Patten Inc | 40,325 | $3.92M | 0.30% | −1,136−2.7% | Reduced |
| Glenmede Trust Co NA | 40,327 | $3.92M | 0.02% | −2,223−5.2% | Reduced |
| Cresset Asset Management, LLC | 40,146 | $3.91M | 0.05% | +10,663+36.2% | Added |
| Maltese Capital Management LLC | 40,000 | $3.89M | 0.67% | −122,515−75.4% | Reduced |
| Castleark Management LLC | 39,200 | $3.81M | 0.15% | 00.0% | Unchanged |
| CastleArk Alternatives, LLC | 39,200 | $3.81M | 0.15% | +39,200 | New |
| Equitable Trust Co | 39,005 | $3.79M | 0.24% | +669+1.7% | Added |
| TBH Global Asset Management, LLC | 38,960 | $3.79M | 0.88% | +2,802+7.7% | Added |
| Brookfield Asset Management Inc. | 38,780 | $3.77M | 0.02% | −103,949−72.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 38,497 | $3.75M | 0.40% | −244−0.6% | Reduced |
| IBM Retirement Fund | 38,486 | $3.75M | 0.29% | −684−1.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 38,382 | $3.73M | 0.04% | +3,457+9.9% | Added |
| Logan Capital Management Inc | 37,977 | $3.70M | 0.17% | +2,391+6.7% | Added |
| Steward Partners Investment Advisory, LLC | 37,965 | $3.69M | 0.06% | +1,120+3.0% | Added |
| Northeast Investment Management | 37,835 | $3.68M | 0.20% | −92−0.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 37,653 | $3.66M | 0.67% | +37,653 | New |
| Fma Advisory Inc | 37,177 | $3.62M | 1.35% | −1,693−4.4% | Reduced |
| Allstate Corp | 36,729 | $3.57M | 0.15% | −2,713−6.9% | Reduced |
| Verition Fund Management LLC | 36,594 | $3.56M | 0.05% | +36,594 | New |
| World Asset Management Inc | 36,294 | $3.53M | 0.35% | −3,589−9.0% | Reduced |
| Affinity Investment Advisors, LLC | 36,163 | $3.52M | 1.58% | −612−1.7% | Reduced |
| Sculati Wealth Management, LLC | 35,828 | $3.49M | 1.85% | −620−1.7% | Reduced |
| KCM Investment Advisors LLC | 35,746 | $3.48M | 0.14% | −611−1.7% | Reduced |
| Great Diamond Partners, LLC | 35,650 | $3.47M | 0.95% | +638+1.8% | Added |
| Avantax Advisory Services, Inc. | 35,584 | $3.46M | 0.06% | +5,181+17.0% | Added |
| Symmetry Partners, LLC | 34,350 | $3.41M | 0.22% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 34,589 | $3.37M | 0.22% | +1,508+4.6% | Added |
| Hennessy Advisors Inc | 34,500 | $3.36M | 0.20% | −1,500−4.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 34,109 | $3.32M | 0.28% | −842−2.4% | Reduced |
| Capula Management Ltd | 34,070 | $3.32M | 0.26% | +23,521+223.0% | Added |
| Cohen Klingenstein LLC | 31,400 | $3.30M | 0.14% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 33,807 | $3.29M | 0.06% | +1,266+3.9% | Added |
| Assenagon Asset Management S.A. | 33,516 | $3.26M | 0.01% | +13,111+64.3% | Added |
| Chase Investment Counsel Corp | 33,436 | $3.25M | 1.40% | −1,690−4.8% | Reduced |
| Wetherby Asset Management Inc | 33,105 | $3.22M | 0.20% | +288+0.9% | Added |
| Varma Mutual Pension Insurance Co | 32,911 | $3.20M | 0.05% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 32,500 | $3.16M | 0.03% | −241,100−88.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 32,335 | $3.15M | 0.04% | −40−0.1% | Reduced |
| Kempen Capital Management N.V. | 32,310 | $3.14M | 0.11% | −9,808−23.3% | Reduced |
| Lipe & Dalton | 32,298 | $3.14M | 1.61% | −174−0.5% | Reduced |
| Sigma Planning Corp | 32,196 | $3.13M | 0.10% | +13,713+74.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 31,993 | $3.11M | 2.34% | −1,250−3.8% | Reduced |
| Covenant Multifamily Offices, LLC | 31,159 | $3.09M | 0.56% | 00.0% | Unchanged |
| Capital International Inc | 31,472 | $3.06M | 0.03% | −3,779−10.7% | Reduced |
| Dynamic Advisor Solutions LLC | 31,445 | $3.06M | 0.23% | +1,013+3.3% | Added |
| Cetera Advisor Networks LLC | 31,714 | $3.05M | 0.04% | +3,890+14.0% | Added |
| Greenleaf Trust | 31,197 | $3.04M | 0.04% | +1,029+3.4% | Added |
| Pathstone Family Office, LLC | 30,596 | $2.98M | 0.09% | +223+0.7% | Added |
| Shell Asset Management Co | 30,473 | $2.96M | 0.07% | −730−2.3% | Reduced |
| Cerity Partners LLC | 30,209 | $2.94M | 0.06% | −1,832−5.7% | Reduced |
| Foster & Motley Inc | 30,065 | $2.93M | 0.24% | −1,201−3.8% | Reduced |
| Marshall Wace North America L.P. | 30,006 | $2.92M | 0.01% | −86,087−74.2% | Reduced |
| Gifford Fong Associates | 30,000 | $2.92M | 0.57% | 00.0% | Unchanged |