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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 30,000 | $2.92M | 0.16% | +29,890+27,172.7% | Added |
| Bowling Portfolio Management LLC | 29,932 | $2.91M | 0.65% | −61−0.2% | Reduced |
| Everence Capital Management Inc | 29,931 | $2.91M | 0.24% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 29,843 | $2.90M | 0.21% | −2,058−6.5% | Reduced |
| Parallel Advisors, LLC | 29,651 | $2.88M | 0.12% | +1,058+3.7% | Added |
| Bank of New Hampshire | 31,379 | $2.88M | 0.77% | 00.0% | Unchanged |
| Regions Financial Corp | 29,566 | $2.88M | 0.02% | −651−2.2% | Reduced |
| Freedom Day Solutions, LLC | 29,486 | $2.87M | 1.34% | −2,305−7.3% | Reduced |
| Blueshift Asset Management, LLC | 29,463 | $2.87M | 0.16% | +18,693+173.6% | Added |
| Sowell Financial Services LLC | 29,252 | $2.85M | 0.19% | −3,984−12.0% | Reduced |
| Stevens Capital Management LP | 28,906 | $2.81M | 1.18% | +28,906 | New |
| Palisade Asset Management, LLC | 28,842 | $2.81M | 0.34% | −48−0.2% | Reduced |
| Essex Investment Management Co LLC | 28,763 | $2.80M | 0.34% | −13,760−32.4% | Reduced |
| Raymond James Trust N.A. | 28,601 | $2.78M | 0.09% | −2,077−6.8% | Reduced |
| JustInvest LLC | 28,441 | $2.77M | 0.25% | +4,077+16.7% | Added |
| Van Eck Associates Corp | 28,341 | $2.76M | 0.01% | −10,076−26.2% | Reduced |
| Heron Financial Group, LLC | 28,262 | $2.75M | 1.53% | +440+1.6% | Added |
| Spouting Rock Asset Management, LLC | 28,238 | $2.75M | 1.37% | −6,571−18.9% | Reduced |
| Venture Visionary Partners LLC | 27,948 | $2.72M | 0.19% | +99+0.4% | Added |
| Occidental Asset Management, LLC | 27,893 | $2.71M | 0.70% | +1,004+3.7% | Added |
| Carret Asset Management, LLC | 27,853 | $2.71M | 0.32% | +196+0.7% | Added |
| Union Heritage Capital, LLC | 27,747 | $2.70M | 1.27% | 00.0% | Unchanged |
| Assetmark, Inc | 27,704 | $2.70M | 0.01% | −34,401−55.4% | Reduced |
| Homrich & Berg | 27,583 | $2.68M | 0.06% | −163−0.6% | Reduced |
| Van Leeuwen & Company, LLC | 27,480 | $2.67M | 1.64% | +27,480 | New |
| HCR Wealth Advisors | 27,420 | $2.67M | 0.45% | +631+2.4% | Added |
| Ibex Wealth Advisors | 27,310 | $2.66M | 0.51% | +1,049+4.0% | Added |
| Ritholtz Wealth Management | 27,205 | $2.65M | 0.18% | +4,337+19.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 27,125 | $2.64M | 0.03% | −74−0.3% | Reduced |
| Dimension Capital Management LLC | 26,941 | $2.62M | 0.54% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 26,800 | $2.61M | 0.33% | +26,800 | New |
| Arrow Financial Corp | 26,712 | $2.60M | 0.34% | −21,975−45.1% | Reduced |
| TrimTabs Asset Management, LLC | 25,022 | $2.58M | 1.25% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 26,408 | $2.57M | 1.98% | −980−3.6% | Reduced |
| Park Avenue Securities LLC | 26,364 | $2.56M | 0.05% | +863+3.4% | Added |
| Geneos Wealth Management Inc. | 25,822 | $2.56M | 0.10% | +2,381+10.2% | Added |
| Veriti Management LLC | 26,259 | $2.56M | 0.36% | +1,492+6.0% | Added |
| Chemung Canal Trust Co | 26,243 | $2.55M | 0.49% | −47,475−64.4% | Reduced |
| Koshinski Asset Management, Inc. | 26,135 | $2.54M | 0.22% | +9,856+60.5% | Added |
| Sumitomo Life Insurance Co | 25,981 | $2.53M | 0.07% | −1,098−4.1% | Reduced |
| Community Trust & Investment Co | 25,683 | $2.50M | 0.21% | +16,411+177.0% | Added |
| IndexIQ Advisors LLC | 25,584 | $2.49M | 0.08% | +1,020+4.2% | Added |
| National Asset Management, Inc. | 25,512 | $2.47M | 0.08% | +592+2.4% | Added |
| Greenwich Wealth Management LLC | 25,303 | $2.46M | 0.20% | −158−0.6% | Reduced |
| Independent Advisor Alliance | 25,168 | $2.45M | 0.14% | +4,523+21.9% | Added |
| Xcel Wealth Management, LLC | 25,146 | $2.45M | 0.71% | +9,636+62.1% | Added |
| IFG Advisory, LLC | 25,011 | $2.43M | 0.26% | +2,495+11.1% | Added |
| Prudent Man Advisors, LLC | 24,926 | $2.43M | 0.92% | −319−1.3% | Reduced |
| Aureus Asset Management, LLC | 24,641 | $2.40M | 0.16% | +24,641 | New |
| Kovitz Investment Group Partners, LLC | 24,497 | $2.38M | 0.05% | +20+0.1% | Added |
| Synovus Financial Corp | 24,301 | $2.37M | 0.02% | −7,417−23.4% | Reduced |
| Gladstone Institutional Advisory LLC | 24,195 | $2.35M | 0.23% | +8,789+57.0% | Added |
| AE Wealth Management LLC | 24,159 | $2.35M | 0.02% | +60+0.2% | Added |
| Lincoln National Corp | 24,479 | $2.35M | 0.05% | +4,156+20.4% | Added |
| Culbertson A N & Co Inc | 23,900 | $2.33M | 0.48% | −905−3.6% | Reduced |
| TD Private Client Wealth LLC | 23,711 | $2.31M | 0.10% | −17,287−42.2% | Reduced |
| Texas Yale Capital Corp. | 23,655 | $2.30M | 0.13% | +275+1.2% | Added |
| Townsend & Associates, Inc | 23,635 | $2.30M | 1.14% | +26+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 23,590 | $2.30M | 0.54% | −645−2.7% | Reduced |
| Arcus Capital Partners, LLC | 23,538 | $2.29M | 0.86% | −8,445−26.4% | Reduced |
| AXS Investments LLC | 23,538 | $2.29M | 0.86% | +23,538 | New |
| We Are One Seven, LLC | 22,220 | $2.28M | 0.29% | −594−2.6% | Reduced |
| XTX Topco Ltd | 23,462 | $2.28M | 0.77% | +23,462 | New |
| Courier Capital LLC | 23,400 | $2.28M | 0.22% | −270−1.1% | Reduced |
| Wright Investors Service Inc | 23,390 | $2.28M | 0.65% | −80−0.3% | Reduced |
| New England Research & Management, Inc. | 23,207 | $2.26M | 1.18% | +1,400+6.4% | Added |
| TCTC Holdings, LLC | 23,090 | $2.25M | 0.10% | +2,315+11.1% | Added |
| AdvisorNet Financial, Inc | 23,075 | $2.25M | 0.16% | +8,593+59.3% | Added |
| Advisory Services Network, LLC | 22,922 | $2.23M | 0.07% | +3,291+16.8% | Added |
| CAPROCK Group, Inc. | 22,612 | $2.20M | 0.20% | +4,645+25.9% | Added |
| Argus Investors' Counsel, Inc. | 22,520 | $2.19M | 1.43% | −27,180−54.7% | Reduced |
| Lazard Asset Management LLC | 22,522 | $2.19M | 0.00% | −14,363−38.9% | Reduced |
| Integrated Advisors Network LLC | 22,192 | $2.16M | 0.14% | −43,491−66.2% | Reduced |
| Capital Investment Counsel, Inc | 22,066 | $2.15M | 0.47% | −399−1.8% | Reduced |
| Goodwin Daniel L | 22,000 | $2.14M | 0.99% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 22,000 | $2.14M | 0.18% | 00.0% | Unchanged |
| Unigestion Holding SA | 21,338 | $2.12M | 0.09% | −6,586−23.6% | Reduced |
| Spire Wealth Management | 21,786 | $2.12M | 0.06% | +1,867+9.4% | Added |
| Gotham Asset Management, LLC | 21,780 | $2.12M | 0.09% | +3,583+19.7% | Added |
| Enlightenment Research, LLC | 21,768 | $2.12M | 2.59% | +21,768 | New |
| Sciencast Management LP | 21,613 | $2.10M | 0.60% | +21,613 | New |
| HighPoint Advisor Group LLC | 21,561 | $2.10M | 0.21% | −757−3.4% | Reduced |
| Capital International Ltd | 21,510 | $2.09M | 0.11% | −376−1.7% | Reduced |
| Pitcairn Co | 21,510 | $2.09M | 0.14% | −10,056−31.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,436 | $2.09M | 0.02% | −62,195−74.4% | Reduced |
| American National Registered Investment Advisor, Inc. | 21,400 | $2.08M | 0.75% | −112−0.5% | Reduced |
| MD Financial Management Inc. | 21,307 | $2.07M | 0.05% | −10,011−32.0% | Reduced |
| South State Corp. | 21,190 | $2.06M | 0.17% | −544−2.5% | Reduced |
| Inherent Group, LP | 21,157 | $2.06M | 0.53% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 21,085 | $2.05M | 0.05% | −7,263−25.6% | Reduced |
| Toscafund Asset Management LLP | 21,000 | $2.04M | 2.17% | −4,000−16.0% | Reduced |
| Deltec Asset Management LLC | 21,000 | $2.04M | 0.31% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 20,900 | $2.03M | 0.35% | −858−3.9% | Reduced |
| Griffin Asset Management, Inc. | 20,769 | $2.02M | 0.26% | +985+5.0% | Added |
| Virtu Financial LLC | 20,717 | $2.02M | 0.18% | +20,717 | New |
| Vestcor Inc | 20,566 | $2.00M | 0.07% | −3,117−13.2% | Reduced |
| Brewin Dolphin Ltd | 20,540 | $2.00M | 0.08% | +154+0.8% | Added |
| Profund Advisors LLC | 20,308 | $1.98M | 0.07% | −1,453−6.7% | Reduced |
| Alaethes Wealth LLC | 20,286 | $1.97M | 1.44% | +391+2.0% | Added |
| Clarius Group, LLC | 20,201 | $1.97M | 0.18% | +324+1.6% | Added |