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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

Q4 2021 vs. Q3 2021

How the institutions holding Morgan Stanley changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of MS: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1,592241,716+148
Shares1.53B871.1K1.50B−31.4M (−2.1%)
Value$148.8B$84.8M$146.9B−$1.82B (−1.2%)

24 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (246)

Institutions that held Morgan Stanley at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 246 by value.

Institutions new to MS in Q4 2021
InstitutionSharesValue% of portfolio
Capital International Investors2,605,964$255.8M0.05%
Holocene Advisors, LP889,917$87.4M0.46%
Voleon Capital Management LP600,000$58.9M9.83%
Allspring Global Investments Holdings, LLC440,689$43.3M0.05%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH421,792$41.8M2.97%
Caisse de Depot Et Placement du Quebec425,600$41.8M0.09%
TD Waterhouse Canada Inc.365,326$40.7M0.40%
National Bank of Canada247,706$24.3M0.10%
Carlson Capital L P234,300$23.0M1.33%
Yousif Capital Management, LLC233,163$22.9M0.24%
NorthCrest Asset Manangement, LLC171,374$16.8M0.92%
B. Metzler seel. Sohn & Co. AG162,116$16.0M0.21%
Liontrust Investment Partners LLP140,000$13.7M0.16%
Bornite Capital Management LP125,000$12.3M4.24%
Desjardins Global Asset Management Inc.108,803$10.7M0.91%
Crestline Management, LP105,000$10.3M0.77%
LGT Fund Management Co Ltd.93,000$9.13M2.63%
PEAK6 Investments LLC90,955$8.93M0.25%
Paloma Partners Management Co89,366$8.77M0.28%
Axxcess Wealth Management, LLC63,911$6.27M0.48%
Connectus Wealth, LLC60,769$5.97M0.23%
LGT Group Foundation60,626$5.95M0.15%
Contravisory Investment Management, Inc.54,217$5.32M1.44%
Stamos Capital Partners, L.P.54,000$5.30M2.46%
Private Wealth Partners, LLC51,915$5.10M0.43%
CWM, LLC48,892$4.80M0.03%
Marathon Trading Investment Management LLC46,012$4.52M1.89%
Industrial Alliance Investment Management Inc.45,604$4.48M0.10%
Pinnbrook Capital Management LP40,047$3.93M3.16%
Leverage Partners Absolute Return Fund SPC40,000$3.93M2.26%
Prudential PLC36,120$3.55M0.05%
Helios Capital Management Pte. Ltd33,000$3.24M2.94%
Eagle Asset Management Inc28,781$2.84M0.01%
Chemistry Wealth Management LLC26,281$2.58M2.16%
Next Level Private LLC26,281$2.58M2.16%
HB Wealth Management, LLC25,616$2.52M0.05%
Altrafin AG23,828$2.34M0.85%
Charles Carroll Financial Partners, LLC23,078$2.27M2.25%
Abeille Asset Management SA22,560$2.21M0.51%
Fractal Investments LLC21,087$2.07M0.72%
Insight Inv LLC18,155$1.78M1.64%
Forum Financial Management, LP16,839$1.65M0.09%
McAlister, Sweet & Associates, Inc.16,390$1.61M1.40%
Highview Capital Management LLC15,643$1.54M1.00%
Winton Group Ltd15,280$1.50M0.09%
Baader Bank INC15,000$1.47M0.12%
Zullo Investment Group, Inc.14,874$1.46M0.75%
Mystic Asset Management, Inc.14,390$1.41M0.67%
Optimas Capital Ltd13,636$1.34M2.86%
McMillion Capital Management Inc13,346$1.31M0.71%
Wealth Effects LLC13,127$1.29M0.53%
IPG Investment Advisors LLC12,800$1.26M0.23%
Compton Wealth Advisory Group, LLC12,755$1.25M0.54%
Metis Global Partners, LLC12,594$1.24M0.34%
SRN Advisors, LLC12,411$1.22M0.44%
Viewpoint Capital Management LLC12,399$1.22M0.88%
Polar Asset Management Partners Inc.12,373$1.22M0.01%
LMR Partners LLP12,266$1.20M0.02%
Resurgent Financial Advisors LLC11,943$1.17M0.97%
Long Run Wealth Advisors, LLC11,190$1.09M0.38%
MBB Public Markets I LLC11,131$1.09M0.02%
NCM Capital Management, LLC11,111$1.09M0.97%
Two Sigma Securities, LLC11,035$1.08M0.21%
Roberts Capital Advisors, LLC10,785$1.06M0.99%
Retirement Planning Co of New England, Inc.10,377$1.02M0.50%
Lake Street Financial LLC10,224$1.00M0.18%
Clarkston Capital Partners, LLC10,061$988.0K0.02%
Eagle Rock Investment Company, LLC10,000$982.0K0.19%
W Advisors, LLC9,169$900.0K0.67%
GraniteShares Advisors LLC9,067$890.0K0.41%
Ulland Investment Advisors, LLC8,875$871.0K0.56%
Wintrust Investments LLC8,846$868.0K0.08%
Quadrature Capital Ltd8,579$842.0K0.04%
Western Wealth Management, LLC8,497$835.0K0.08%
Comprehensive Financial Consultants Institutional, Inc.8,186$773.0K0.50%
Sentinel Trust Co Lba7,819$768.0K0.09%
Lombard Odier Asset Management (Europe) Ltd7,611$747.0K0.03%
Congress Wealth Management LLC7,551$741.0K0.01%
Maven Securities LTD7,516$738.0K0.09%
Resource Consulting Group Inc7,356$722.0K0.26%
Woodmont Investment Counsel LLC7,234$710.0K0.09%
CoreCap Advisors, LLC6,784$666.0K0.04%
Wharton Business Group, LLC6,614$649.0K0.04%
Mechanics Financial Corp6,451$633.0K0.30%
Zimmermann Investment Management & Planning LLC6,368$625.0K0.35%
Quent Capital, LLC6,370$625.0K0.13%
Wedmont Private Capital6,053$621.0K0.19%
Stonegate Investment Group, LLC6,253$614.0K0.03%
Autumn Glory Partners, LLC6,114$600.0K0.25%
Benchmark Investment Advisors LLC5,982$587.0K0.48%
Advisor Resource Council5,439$534.0K0.04%
Alethea Capital Management, LLC5,381$528.0K0.46%
Schechter Investment Advisors, LLC5,282$518.0K0.05%
Annex Advisory Services, LLC5,059$497.0K0.03%
Cullinan Associates Inc5,041$495.0K0.03%
Sendero Wealth Management, LLC4,954$486.0K0.22%
Private Capital Management LLC4,728$464.0K0.16%
Radnor Capital Management, LLC4,440$436.0K0.11%
Astrantus Ltd4,406$432.0K0.32%
Dixon Hughes Goodman Wealth Advisors LLC4,309$423.0K0.14%

Sold out (98)

Institutions that held Morgan Stanley at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of MS in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Ontario Teachers Pension Plan Board2,769,657$269.5M
Laurion Capital Management LP592,553$57.7M
Kiltearn Partners LLP487,066$47.4M
AMP Capital Investors Ltd390,553$38.1M
Select Equity Group, L.P.372,032$36.2M
Ergoteles LLC193,006$18.8M
Bridgeway Capital Management, LLC177,835$17.3M
Twin Tree Management, LP177,634$17.3M
Artemis Investment Management LLP149,525$14.5M
Achmea Investment Management B.V.128,827$12.5M
Quantbot Technologies LP110,785$10.8M
Mirabella Financial Services LLP100,674$9.80M
Cornerstone Advisors, LLC98,000$9.54M
Atika Capital Management LLC92,800$9.03M
Simplex Trading, LLC95,934$8.83M
Twinbeech Capital LP73,936$7.20M
Copperwynd Financial, LLC68,666$6.68M
Easterly Investment Partners LLC65,366$6.36M
Cinctive Capital Management LP63,475$6.18M
EWG Elevate Inc.56,312$5.48M
Gsa Capital Partners LLP54,900$5.34M
Marshall Wace, LLP52,112$5.07M
Engineers Gate Manager LP50,765$4.94M
CastleArk Alternatives, LLC39,200$3.81M
Brookfield Asset Management Inc.38,780$3.77M
Capula Management Ltd34,070$3.32M
Itau Unibanco Holding S.A.30,000$2.92M
Townsend & Associates, Inc23,635$2.30M
XTX Topco Ltd23,462$2.28M
Inherent Group, LP21,157$2.06M
Capital Markets Trading UK LLP18,798$1.87M
Teza Capital Management LLC18,169$1.77M
McDonald Partners LLC14,678$1.43M
Wealth Enhancement Advisory Services, LLC13,507$1.40M
55I, LLC13,116$1.28M
McElhenny Sheffield Capital Management, LLC13,100$1.27M
SG3 Management, LLC12,000$1.17M
Capital Fund Management S.A.11,710$1.14M
University of Notre Dame du Lac11,080$1.08M
Two Sigma Advisers, LP9,474$922.0K
Hobart Private Capital, LLC9,141$889.5K
Strategy Asset Managers LLC9,010$877.0K
Quantamental Technologies LLC7,154$696.0K
Emerald Advisors, LLC6,840$666.0K
St. Louis Trust Co6,103$594.0K
QVR LLC4,741$461.0K
Occudo Quantitative Strategies LP4,477$436.0K
Invst, LLC4,346$423.0K
O'Neil Global Advisors, Inc.4,318$420.0K
Pinnacle Family Advisors, LLC3,707$361.0K
Jarislowsky, Fraser Ltd3,700$360.0K
MCF Advisors LLC3,661$356.0K
Tiedemann Advisors, LLC3,621$352.0K
York Capital Management Global Advisors, LLC3,513$342.0K
Financial Engines Advisors L.L.C.3,367$327.0K
Botty Investors LLC3,311$322.0K
Valmark Advisers, Inc.3,024$294.0K
Global Trust Asset Management, LLC2,900$282.0K
Harvest Investment Services, LLC2,802$272.0K
Hurlow Wealth Management Group, Inc.2,725$265.0K
Hemington Wealth Management2,676$260.0K
Richard P Slaughter Associates Inc2,539$247.0K
Capital Advisors Inc2,456$239.0K
Machina Capital S.A.S.2,400$234.0K
Clare Market Investments LLC2,269$220.8K
Robertson Stephens Wealth Management, LLC2,229$216.0K
Calton & Associates, Inc.2,200$214.0K
Cambria Investment Management, L.P.2,194$213.0K
Independent Wealth Network Inc.2,074$213.0K
Monument Capital Management2,157$210.0K
Nwam LLC2,087$203.0K
Global Retirement Partners, LLC1,640$160.0K
Capital Directions Investment Advisors, LLC1,545$150.0K
Evolution Wealth Advisors, LLC1,215$118.0K
Prentice Wealth Management LLC1,205$117.0K
Arkadios Wealth Advisors1,173$114.0K
Guidance Point Advisors, LLC693$67.0K
Kowal Investment Group, LLC659$64.0K
Meridian Wealth Partners, LLC631$62.0K
Better Money Decisions, LLC454$44.0K
Consolidated Planning Corp386$38.0K
Joseph P. Lucia & Associates, LLC318$31.0K
Resolute Partners Group306$30.0K
Herold Advisors, Inc.250$24.0K
Phoenix Wealth Advisors215$21.0K
Cahill Financial Advisors Inc176$17.0K
Ironwood Financial, llc128$12.0K
Liberty Wealth Management LLC100$10.0K
Walled Lake Planning & Wealth Management, LLC105$10.0K
Altshuler Shaham Ltd76$7.00K
Halpern Financial, Inc.67$6.52K
Robinson Value Management, Ltd.56$5.00K
DB Wealth Management Group, LLC43$4.00K
Red Tortoise LLC55$4.00K
C M Bidwell & Associates Ltd34$3.00K
Cordant, Inc.26$3.00K
Mascoma Wealth Management LLC1$0
Gerber Kawasaki Wealth & Investment Management2–

Not filed for Q4 2021 yet (24)

Institutions that held Morgan Stanley at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.