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 |
|---|---|---|---|---|---|
| UBP Investment Advisors SA | 20,000 | $1.95M | 0.76% | 00.0% | Unchanged |
| City Holding Co | 19,904 | $1.94M | 0.33% | +7,747+63.7% | Added |
| Savant Capital, LLC | 19,866 | $1.93M | 0.07% | +894+4.7% | Added |
| Abbot Financial Management, Inc. | 19,820 | $1.93M | 0.88% | −200−1.0% | Reduced |
| Toroso Investments, LLC | 19,484 | $1.90M | 0.07% | +5,854+42.9% | Added |
| Markston International LLC | 19,385 | $1.89M | 1.77% | −25,231−56.6% | Reduced |
| Capital Markets Trading UK LLP | 18,798 | $1.87M | 1.46% | −7,793−29.3% | Reduced |
| Signaturefd, LLC | 19,095 | $1.86M | 0.06% | +3,719+24.2% | Added |
| Balasa Dinverno & Foltz LLC | 19,002 | $1.85M | 0.13% | +763+4.2% | Added |
| Enterprise Financial Services Corp | 18,982 | $1.85M | 0.24% | +16,021+541.1% | Added |
| Westwood Holdings Group Inc. | 18,726 | $1.82M | 0.02% | −617−3.2% | Reduced |
| Richard Bernstein Advisors LLC | 18,369 | $1.79M | 0.04% | 00.0% | Unchanged |
| Empirical Finance, LLC | 18,363 | $1.79M | 0.27% | +1,014+5.8% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $1.78M | 0.08% | +17,326 | New |
| Teza Capital Management LLC | 18,169 | $1.77M | 0.85% | −27,865−60.5% | Reduced |
| Bryn Mawr Trust Co | 18,143 | $1.77M | 0.07% | −3,825−17.4% | Reduced |
| Wealthspire Advisors, LLC | 18,060 | $1.76M | 0.04% | +14,626+425.9% | Added |
| Tiemann Investment Advisors, LLC | 18,034 | $1.75M | 0.83% | −100−0.6% | Reduced |
| Institute for Wealth Management, LLC. | 18,037 | $1.75M | 0.31% | +2,537+16.4% | Added |
| Asio Capital, LLC | 18,028 | $1.75M | 0.60% | +1,285+7.7% | Added |
| United Fire Group Inc | 18,000 | $1.75M | 0.87% | +18,000 | New |
| Caldwell Trust Co | 17,756 | $1.73M | 0.22% | +4,345+32.4% | Added |
| Cutler Group LP | 17,747 | $1.73M | 0.13% | −58,826−76.8% | Reduced |
| Kestra Private Wealth Services, LLC | 17,723 | $1.73M | 0.10% | −2,096−10.6% | Reduced |
| Colony Group LLC | 17,527 | $1.71M | 0.03% | +12,192+228.5% | Added |
| Trust Investment Advisors | 17,422 | $1.70M | 1.52% | −150−0.9% | Reduced |
| Vident Investment Advisory, LLC | 17,333 | $1.69M | 0.05% | −1,825−9.5% | Reduced |
| Acropolis Investment Management, LLC | 17,304 | $1.67M | 0.20% | +898+5.5% | Added |
| Boston Partners | 16,925 | $1.65M | 0.00% | −3,382−16.7% | Reduced |
| Beacon Pointe Advisors, LLC | 16,816 | $1.64M | 0.04% | +1,946+13.1% | Added |
| Optimal Asset Management, Inc. | 16,660 | $1.62M | 0.20% | +20+0.1% | Added |
| TCG Advisory Services, LLC | 16,540 | $1.61M | 0.42% | +16,540 | New |
| Essex Financial Services, Inc. | 16,534 | $1.61M | 0.18% | +12,036+267.6% | Added |
| Cullen/Frost Bankers, Inc. | 16,332 | $1.59M | 0.03% | −621−3.7% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 16,331 | $1.59M | 0.44% | +92+0.6% | Added |
| GPS Wealth Strategies Group, LLC | 16,290 | $1.58M | 0.39% | −1,026−5.9% | Reduced |
| White Pine Capital LLC | 16,250 | $1.58M | 0.49% | 00.0% | Unchanged |
| Mizuho Markets Cayman LP | 16,225 | $1.58M | 0.14% | +13,188+434.2% | Added |
| Decatur Capital Management, Inc. | 16,142 | $1.57M | 1.04% | −19,041−54.1% | Reduced |
| Oak Asset Management, LLC | 15,478 | $1.57M | 0.65% | +40+0.3% | Added |
| HBK Investments L P | 16,114 | $1.57M | 0.02% | −17,382−51.9% | Reduced |
| CAMG Solamere Management, LLC | 16,064 | $1.56M | 1.28% | +2,265+16.4% | Added |
| Gries Financial LLC | 16,028 | $1.56M | 0.49% | −1,560−8.9% | Reduced |
| SevenBridge Financial Group, LLC | 15,908 | $1.55M | 0.52% | −403−2.5% | Reduced |
| Convergence Investment Partners, LLC | 15,896 | $1.55M | 0.83% | −8,674−35.3% | Reduced |
| Stratos Wealth Partners, LTD. | 15,849 | $1.54M | 0.04% | +241+1.5% | Added |
| Integrated Wealth Concepts LLC | 15,847 | $1.54M | 0.05% | +3,441+27.7% | Added |
| Intrust Bank NA | 15,677 | $1.53M | 0.20% | +342+2.2% | Added |
| Financial Counselors Inc | 15,605 | $1.52M | 0.03% | +5,998+62.4% | Added |
| Duff & Phelps Investment Management Co | 15,550 | $1.51M | 0.02% | −375−2.4% | Reduced |
| Intact Investment Management Inc. | 15,500 | $1.51M | 0.04% | −1,200−7.2% | Reduced |
| Moors & Cabot, Inc. | 19,910 | $1.50M | 0.09% | −603−2.9% | Reduced |
| NVWM, LLC | 15,303 | $1.49M | 0.54% | −2,780−15.4% | Reduced |
| Bank of Hawaii | 15,207 | $1.48M | 0.08% | −3,833−20.1% | Reduced |
| Northeast Financial Consultants Inc | 15,212 | $1.48M | 0.10% | +4,877+47.2% | Added |
| Capital Investment Advisors, LLC | 15,078 | $1.47M | 0.05% | +1,750+13.1% | Added |
| Prime Capital Investment Advisors, LLC | 15,000 | $1.46M | 0.09% | −49,754−76.8% | Reduced |
| Capital Management Associates | 15,000 | $1.46M | 1.44% | 00.0% | Unchanged |
| Lee Capital Holdings LLC | 15,000 | $1.46M | 0.77% | +15,000 | New |
| InterOcean Capital Group, LLC | 14,983 | $1.46M | 0.07% | +1,102+7.9% | Added |
| Centaurus Financial, Inc. | 14,972 | $1.46M | 0.12% | −897−5.7% | Reduced |
| Meridian Wealth Management, LLC | 14,977 | $1.46M | 0.18% | −165−1.1% | Reduced |
| Conning Inc. | 14,824 | $1.44M | 0.04% | −2,178−12.8% | Reduced |
| Bank Hapoalim BM | 14,787 | $1.44M | 0.15% | −375−2.5% | Reduced |
| Snowden Capital Advisors LLC | 14,726 | $1.43M | 0.07% | −1,497−9.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.43M | 0.54% | +200+1.4% | Added |
| McDonald Partners LLC | 14,678 | $1.43M | 0.34% | −1,218−7.7% | Reduced |
| Calamos Wealth Management LLC | 14,678 | $1.43M | 0.12% | −284−1.9% | Reduced |
| Kinneret Advisory, LLC | 14,679 | $1.43M | 0.17% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 14,636 | $1.42M | 0.37% | +84+0.6% | Added |
| Leavell Investment Management, Inc. | 14,601 | $1.42M | 0.11% | +3,105+27.0% | Added |
| Kesler, Norman & Wride, LLC | 14,596 | $1.42M | 0.33% | −1,076−6.9% | Reduced |
| Edgestream Partners, L.P. | 14,537 | $1.42M | 0.09% | −5,577−27.7% | Reduced |
| Wedbush Securities Inc | 14,538 | $1.42M | 0.07% | −1,420−8.9% | Reduced |
| Lavaca Capital LLC | 14,542 | $1.42M | 0.71% | +10+0.1% | Added |
| Bluefin Capital Management, LLC | 14,489 | $1.41M | 0.16% | −41,807−74.3% | Reduced |
| FourThought Financial, LLC | 14,478 | $1.41M | 0.19% | −2,222−13.3% | Reduced |
| Green Harvest Asset Management LLC | 14,472 | $1.41M | 0.22% | +298+2.1% | Added |
| Brasada Capital Management, LP | 14,457 | $1.41M | 0.28% | +255+1.8% | Added |
| Amica Retiree Medical Trust | 14,448 | $1.41M | 1.27% | −3,020−17.3% | Reduced |
| Diligent Investors, LLC | 15,267 | $1.40M | 0.48% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 13,507 | $1.40M | 0.02% | +13,507 | New |
| Atlas Private Wealth Management | 14,306 | $1.39M | 0.85% | +339+2.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 14,239 | $1.39M | 0.01% | −1,000−6.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,228 | $1.39M | 0.36% | +382+2.8% | Added |
| Trust Asset Management LLC | 14,207 | $1.38M | 0.19% | +952+7.2% | Added |
| Dakota Wealth Management | 14,176 | $1.38M | 0.16% | +751+5.6% | Added |
| Checchi Capital Advisers, LLC | 14,103 | $1.37M | 0.17% | +246+1.8% | Added |
| Parsons Capital Management Inc | 14,097 | $1.37M | 0.11% | +775+5.8% | Added |
| Magnetar Financial LLC | 14,073 | $1.37M | 0.01% | +14,073 | New |
| Northwest & Ethical Investments L.P. | 14,054 | $1.37M | 0.04% | −915−6.1% | Reduced |
| Delphi Management Inc | 14,019 | $1.36M | 1.40% | −1,542−9.9% | Reduced |
| Coastline Trust Co | 13,975 | $1.36M | 0.17% | −1,005−6.7% | Reduced |
| Odey Holdings Ltd | 13,943 | $1.36M | 7.22% | +6,043+76.5% | Added |
| Somerset Trust Co | 13,932 | $1.35M | 0.55% | +1,015+7.9% | Added |
| S&CO Inc | 13,915 | $1.35M | 0.11% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,866 | $1.35M | 0.03% | +3,147+29.4% | Added |
| Excalibur Management Corp | 13,770 | $1.34M | 0.59% | −60.0% | Reduced |
| Ashburton (Jersey) Ltd | 13,723 | $1.33M | 0.59% | +155+1.1% | Added |
| Icon Advisers Inc | 13,600 | $1.32M | 0.22% | 00.0% | Unchanged |