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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 13,532 | $1.32M | 0.38% | −252−1.8% | Reduced |
| Systematic Financial Management LP | 13,500 | $1.31M | 0.04% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 13,491 | $1.31M | 0.05% | +7,337+119.2% | Added |
| Investors Research Corp | 13,416 | $1.31M | 0.44% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 13,400 | $1.30M | 0.09% | +1,695+14.5% | Added |
| SeaCrest Wealth Management, LLC | 13,384 | $1.30M | 0.16% | −158−1.2% | Reduced |
| Lido Advisors, LLC | 13,363 | $1.30M | 0.03% | +5,536+70.7% | Added |
| Triangle Securities Wealth Management | 13,335 | $1.30M | 0.44% | −340−2.5% | Reduced |
| 1st Source Bank | 13,307 | $1.29M | 0.08% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 13,303 | $1.29M | 0.25% | +13,303 | New |
| Fulton Bank, N.A. | 13,227 | $1.29M | 0.06% | +157+1.2% | Added |
| Legacy Wealth Asset Management, LLC | 13,180 | $1.28M | 0.59% | −366−2.7% | Reduced |
| Perigon Wealth Management, LLC | 13,127 | $1.28M | 0.11% | +87+0.7% | Added |
| 55I, LLC | 13,116 | $1.28M | 0.04% | +10,439+390.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 13,100 | $1.27M | 0.58% | +13,100 | New |
| Abbrea Capital, LLC | 13,085 | $1.27M | 0.19% | +1,035+8.6% | Added |
| Howland Capital Management LLC | 12,989 | $1.26M | 0.07% | 00.0% | Unchanged |
| Centiva Capital, LP | 12,985 | $1.26M | 0.10% | −482−3.6% | Reduced |
| Freedman Financial Associates, Inc. | 12,970 | $1.26M | 0.92% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 12,949 | $1.26M | 0.48% | −3,436−21.0% | Reduced |
| Windsor Group LTD | 12,688 | $1.26M | 0.26% | +419+3.4% | Added |
| Harbour Investments, Inc. | 12,911 | $1.26M | 0.04% | +4,716+57.5% | Added |
| Berkshire Asset Management LLC | 12,758 | $1.24M | 0.08% | +114+0.9% | Added |
| Tokio Marine Asset Management Co Ltd | 12,688 | $1.24M | 0.11% | +1,493+13.3% | Added |
| AMG National Trust Bank | 12,650 | $1.23M | 0.04% | −441−3.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.23M | 0.40% | 00.0% | Unchanged |
| Delta Asset Management LLC | 12,591 | $1.23M | 0.12% | +27+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 12,541 | $1.22M | 0.11% | −22−0.2% | Reduced |
| Norris Financial Group, LLC | 12,537 | $1.22M | 0.81% | −30−0.2% | Reduced |
| DCF Advisers, LLC | 12,500 | $1.22M | 0.66% | −10,000−44.4% | Reduced |
| First National Trust Co | 12,498 | $1.22M | 0.07% | −387−3.0% | Reduced |
| Principle Wealth Partners LLC | 12,457 | $1.21M | 0.14% | −730−5.5% | Reduced |
| Diversified Trust Co | 12,416 | $1.21M | 0.04% | −3,818−23.5% | Reduced |
| Parcion Private Wealth LLC | 11,768 | $1.20M | 0.11% | −17−0.1% | Reduced |
| IMC-Chicago, LLC | 12,343 | $1.20M | 0.10% | +12,343 | New |
| MAI Capital Management | 12,314 | $1.20M | 0.02% | +1,954+18.9% | Added |
| Lake Street Advisors Group, LLC | 12,298 | $1.20M | 0.13% | +4,215+52.1% | Added |
| Seven Eight Capital, LP | 12,272 | $1.19M | 0.11% | −19,675−61.6% | Reduced |
| Seeyond | 12,275 | $1.19M | 0.12% | +7,383+150.9% | Added |
| Csenge Advisory Group | 12,049 | $1.19M | 0.10% | −2,334−16.2% | Reduced |
| USA Financial Portformulas Corp | 12,258 | $1.19M | 1.07% | +11,666+1,970.6% | Added |
| Whittier Trust Co | 12,230 | $1.19M | 0.02% | +1,147+10.3% | Added |
| Wealthcare Advisory Partners LLC | 12,205 | $1.19M | 0.08% | +150+1.2% | Added |
| Pacific Global Investment Management CO | 12,128 | $1.18M | 0.24% | −42−0.3% | Reduced |
| Silvercrest Asset Management Group LLC | 12,061 | $1.17M | 0.01% | −21−0.2% | Reduced |
| ARGI Investment Services, LLC | 11,998 | $1.17M | 0.04% | +961+8.7% | Added |
| SG3 Management, LLC | 12,000 | $1.17M | 0.41% | +12,000 | New |
| Quadrant Capital Group LLC | 11,922 | $1.16M | 0.16% | +274+2.4% | Added |
| Pallas Capital Advisors LLC | 11,288 | $1.16M | 0.13% | −1,471−11.5% | Reduced |
| Hills Bank & Trust Co | 11,866 | $1.15M | 0.17% | −385−3.1% | Reduced |
| Trust Co of Toledo NA | 11,829 | $1.15M | 0.19% | −10−0.1% | Reduced |
| Gryphon Financial Partners LLC | 11,813 | $1.15M | 0.27% | +1,590+15.6% | Added |
| Childress Capital Advisors, LLC | 11,908 | $1.15M | 0.47% | +4,360+57.8% | Added |
| Ballentine Partners, LLC | 11,751 | $1.14M | 0.04% | −46−0.4% | Reduced |
| Capital Fund Management S.A. | 11,710 | $1.14M | 0.03% | +11,710 | New |
| Intersect Capital LLC | 11,646 | $1.13M | 0.19% | +280+2.5% | Added |
| TLWM | 11,577 | $1.13M | 0.43% | +483+4.4% | Added |
| Qtron Investments LLC | 11,589 | $1.13M | 0.30% | +4,433+61.9% | Added |
| Parsec Financial Management, Inc. | 11,177 | $1.11M | 0.05% | +186+1.7% | Added |
| Ar Asset Management Inc | 11,400 | $1.11M | 0.31% | 00.0% | Unchanged |
| JB Capital LLC | 11,381 | $1.11M | 0.14% | +11,381 | New |
| Core Wealth Advisors, Inc. | 11,380 | $1.11M | 0.73% | −3,681−24.4% | Reduced |
| Verdence Capital Advisors LLC | 11,331 | $1.10M | 0.15% | +1,620+16.7% | Added |
| GFG Capital, LLC | 11,281 | $1.10M | 0.35% | +13+0.1% | Added |
| Vanguard Capital Wealth Advisors | 11,263 | $1.10M | 0.84% | −2,290−16.9% | Reduced |
| NexWave Capital Partners LLC | 11,208 | $1.09M | 2.81% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 11,166 | $1.09M | 0.42% | +1,130+11.3% | Added |
| Lyell Wealth Management, LP | 11,154 | $1.08M | 0.13% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 11,150 | $1.08M | 0.59% | +3,957+55.0% | Added |
| Baker Tilly Wealth Management, LLC | 11,138 | $1.08M | 0.14% | +1,722+18.3% | Added |
| Rational Advisors LLC | 11,075 | $1.08M | 0.08% | −7,152−39.2% | Reduced |
| Strategic Investment Advisors | 11,077 | $1.08M | 0.24% | +132+1.2% | Added |
| University of Notre Dame du Lac | 11,080 | $1.08M | 3.41% | +11,080 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,918 | $1.07M | 0.00% | −1,435−11.6% | Reduced |
| Atlas Private Wealth Advisors | 10,984 | $1.07M | 0.56% | −430−3.8% | Reduced |
| Claraphi Advisory Network, LLC | 10,979 | $1.07M | 0.38% | −17−0.2% | Reduced |
| Washington Trust Co | 10,938 | $1.06M | 0.03% | −100−0.9% | Reduced |
| Muhlenkamp & Co Inc | 10,805 | $1.05M | 0.40% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 10,756 | $1.05M | 0.68% | +825+8.3% | Added |
| Sage Rhino Capital LLC | 10,716 | $1.04M | 0.32% | −7,045−39.7% | Reduced |
| Horizon Investments, LLC | 10,667 | $1.03M | 0.03% | −146−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 10,562 | $1.03M | 0.04% | −1,035−8.9% | Reduced |
| Columbia Trust Co 01012016 | 10,555 | $1.03M | 0.54% | +214+2.1% | Added |
| Brown Brothers Harriman & Co | 10,535 | $1.02M | 0.01% | −99−0.9% | Reduced |
| AIA Group Ltd | 10,383 | $1.01M | 0.06% | −32,848−76.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,082 | $999.0K | 0.06% | −4,575−29.2% | Reduced |
| Ironwood Investment Counsel, LLC | 10,238 | $996.0K | 0.26% | +951+10.2% | Added |
| United Capital Financial Advisers, LLC | 10,150 | $988.0K | 0.00% | −669−6.2% | Reduced |
| Accurate Wealth Management, LLC | 7,326 | $985.0K | 0.87% | −2,817−27.8% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 10,101 | $983.0K | 0.15% | −20−0.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,009 | $974.0K | 0.36% | −1,250−11.1% | Reduced |
| Keebeck Alpha, LP | 10,009 | $974.0K | 0.30% | +2,082+26.3% | Added |
| Southport Management, L.L.C. | 10,000 | $973.1K | 3.70% | −2,500−20.0% | Reduced |
| Adell Harriman & Carpenter Inc | 9,963 | $969.5K | 0.10% | +8,750+721.4% | Added |
| Quilter Plc | 9,864 | $959.0K | 0.03% | +3,116+46.2% | Added |
| Hilltop Holdings Inc. | 9,806 | $954.0K | 0.10% | −575−5.5% | Reduced |
| Davenport & Co LLC | 9,761 | $950.0K | 0.01% | +3,801+63.8% | Added |
| Brookstone Capital Management | 9,600 | $946.0K | 0.02% | +1,856+24.0% | Added |
| Bradley Foster & Sargent Inc | 9,641 | $938.0K | 0.02% | +182+1.9% | Added |
| qPULA Trading Management LP | 9,619 | $936.0K | 1.46% | +9,619 | New |