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, Q4 2021
Institutional positions in Morgan Stanley as of Dec 31, 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
- 1,716
- +148 vs. Q3 2021
- Shares held
- 1.50B
- −31.4M (−2.1%) vs. Q3 2021
- Total value
- $146.9B
- −$1.82B (−1.2%) vs. Q3 2021
- New holders
- 246
- 640 more added
- Sold out
- 98
- 589 more reduced
24 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Donaldson Capital Management, LLC | 45,216 | $4.44M | 0.20% | +1,948+4.5% | Added |
| HAP Trading, LLC | 45,376 | $4.45M | 0.31% | +1,832+4.2% | Added |
| Benson Investment Management Company, Inc. | 45,441 | $4.46M | 2.16% | +315+0.7% | Added |
| Advisor Partners LLC | 45,597 | $4.47M | 0.27% | −5,824−11.3% | Reduced |
| Industrial Alliance Investment Management Inc. | 45,604 | $4.48M | 0.10% | +45,604 | New |
| Federation des caisses Desjardins du Quebec | 45,610 | $4.48M | 0.04% | −3,177−6.5% | Reduced |
| Veritable, L.P. | 45,746 | $4.49M | 0.07% | −181−0.4% | Reduced |
| Marathon Trading Investment Management LLC | 46,012 | $4.52M | 1.89% | +46,012 | New |
| Mark Stevens | 47,328 | $4.64M | 0.49% | −2,735−5.5% | Reduced |
| Norinchukin Bank, The | 47,830 | $4.70M | 0.06% | −1,536−3.1% | Reduced |
| SkyOak Wealth, LLC | 47,827 | $4.70M | 1.19% | +587+1.2% | Added |
| Transcend Wealth Collective, LLC | 48,116 | $4.72M | 0.42% | +5,038+11.7% | Added |
| First Hawaiian Bank | 48,391 | $4.75M | 0.14% | −252−0.5% | Reduced |
| Corient Capital Partners, LLC | 48,472 | $4.76M | 0.32% | −118−0.2% | Reduced |
| CWM, LLC | 48,892 | $4.80M | 0.03% | +48,892 | New |
| Albion Financial Group | 49,315 | $4.84M | 0.38% | +1,150+2.4% | Added |
| Odey Asset Management Group Ltd | 49,400 | $4.85M | 1.44% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 49,425 | $4.85M | 0.13% | +5,830+13.4% | Added |
| Banque Cantonale Vaudoise | 49,475 | $4.86M | 0.19% | −13,800−21.8% | Reduced |
| Seven Eight Capital, LP | 50,169 | $4.92M | 0.88% | +37,897+308.8% | Added |
| Kessler Investment Group, LLC | 50,608 | $4.97M | 2.79% | +10,237+25.4% | Added |
| Elk River Wealth Management, LLC | 50,711 | $4.98M | 1.13% | +1,772+3.6% | Added |
| BOK Financial Private Wealth, Inc. | 51,042 | $5.01M | 0.35% | −326−0.6% | Reduced |
| Mount Lucas Management LP | 51,140 | $5.02M | 1.43% | −71,890−58.4% | Reduced |
| Consolidated Investment Group LLC | 51,600 | $5.07M | 0.80% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 51,657 | $5.07M | 1.22% | +1,210+2.4% | Added |
| Private Wealth Partners, LLC | 51,915 | $5.10M | 0.43% | +51,915 | New |
| Point72 Asset Management, L.P. | 52,100 | $5.11M | 0.02% | −41,100−44.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 52,615 | $5.17M | 0.03% | −72,871−58.1% | Reduced |
| NWK Group, Inc. | 52,717 | $5.17M | 1.91% | +550+1.1% | Added |
| Sepio Capital, LP | 53,302 | $5.23M | 0.39% | +50,800+2,030.4% | Added |
| Hudson Valley Investment Advisors Inc | 53,593 | $5.26M | 0.82% | +760+1.4% | Added |
| Stamos Capital Partners, L.P. | 54,000 | $5.30M | 2.46% | +54,000 | New |
| Contravisory Investment Management, Inc. | 54,217 | $5.32M | 1.44% | +54,217 | New |
| MainStreet Investment Advisors LLC | 54,847 | $5.38M | 0.47% | −1,769−3.1% | Reduced |
| Moody National Bank Trust Division | 55,083 | $5.41M | 0.16% | −128,484−70.0% | Reduced |
| L & S Advisors Inc | 55,342 | $5.43M | 0.59% | −13,127−19.2% | Reduced |
| Neville Rodie & Shaw Inc | 55,950 | $5.49M | 0.39% | +8,125+17.0% | Added |
| DCM Advisors, LLC | 56,224 | $5.52M | 1.63% | +14,400+34.4% | Added |
| Mizuho Markets Cayman LP | 57,053 | $5.60M | 0.57% | +40,828+251.6% | Added |
| Prime Capital Investment Advisors, LLC | 57,475 | $5.64M | 0.30% | +42,475+283.2% | Added |
| Virginia Retirement Systems Et Al | 58,100 | $5.70M | 0.05% | +25,600+78.8% | Added |
| Walleye Trading LLC | 58,435 | $5.74M | 0.09% | +1,412+2.5% | Added |
| Baxter Bros Inc | 58,992 | $5.79M | 0.84% | +6,865+13.2% | Added |
| Shell Asset Management Co | 59,006 | $5.79M | 0.12% | +28,533+93.6% | Added |
| Cumberland Partners Ltd | 59,590 | $5.85M | 0.41% | +2,075+3.6% | Added |
| Canandaigua National Corp | 59,623 | $5.85M | 0.86% | −152−0.3% | Reduced |
| Glenview Trust Co | 59,773 | $5.87M | 0.19% | −502−0.8% | Reduced |
| K.J. Harrison & Partners Inc | 59,730 | $5.87M | 0.83% | +14,380+31.7% | Added |
| Northern Oak Wealth Management Inc | 60,002 | $5.89M | 0.67% | +4,479+8.1% | Added |
| Private Advisor Group, LLC | 60,328 | $5.92M | 0.04% | −9,811−14.0% | Reduced |
| LGT Group Foundation | 60,626 | $5.95M | 0.15% | +60,626 | New |
| Central Bank & Trust Co | 60,864 | $5.97M | 0.92% | +693+1.2% | Added |
| Connectus Wealth, LLC | 60,769 | $5.97M | 0.23% | +60,769 | New |
| Signet Financial Management, LLC | 61,105 | $6.00M | 0.91% | +200+0.3% | Added |
| Central Trust Co | 61,649 | $6.05M | 0.17% | +3,251+5.6% | Added |
| Wills Financial Group, Inc. | 62,792 | $6.16M | 2.44% | +3,777+6.4% | Added |
| Meyer Handelman Co | 63,598 | $6.24M | 0.23% | +56+0.1% | Added |
| Alerus Financial NA | 63,864 | $6.27M | 0.51% | +6,995+12.3% | Added |
| Axxcess Wealth Management, LLC | 63,911 | $6.27M | 0.48% | +63,911 | New |
| Northwestern Mutual Wealth Management Co | 63,962 | $6.28M | 0.01% | +11,665+22.3% | Added |
| Iowa State Bank | 64,156 | $6.30M | 1.48% | +2,270+3.7% | Added |
| AlphaCrest Capital Management LLC | 64,472 | $6.33M | 0.24% | −11,979−15.7% | Reduced |
| Trexquant Investment LP | 64,936 | $6.37M | 0.39% | −465−0.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 65,113 | $6.39M | 0.41% | −6,800−9.5% | Reduced |
| Catalyst Capital Advisors LLC | 65,250 | $6.41M | 0.30% | −3,950−5.7% | Reduced |
| Ameritas Investment Partners, Inc. | 66,547 | $6.53M | 0.22% | +3,135+4.9% | Added |
| Oliver Luxxe Assets LLC | 67,436 | $6.62M | 1.68% | −823−1.2% | Reduced |
| Gibraltar Capital Management, Inc. | 68,395 | $6.71M | 3.04% | −1,593−2.3% | Reduced |
| Oppenheimer & Co Inc | 68,844 | $6.76M | 0.12% | +5,671+9.0% | Added |
| Essex Financial Services, Inc. | 69,024 | $6.78M | 0.67% | +52,490+317.5% | Added |
| Avitas Wealth Management LLC | 69,081 | $6.78M | 1.14% | +1,343+2.0% | Added |
| Cito Capital Group, LLC | 70,148 | $6.89M | 2.88% | −10,800−13.3% | Reduced |
| Baugh & Associates, LLC | 70,232 | $6.89M | 3.81% | −155−0.2% | Reduced |
| First Citizens Bank & Trust Co | 70,962 | $6.97M | 0.27% | −11,395−13.8% | Reduced |
| Atria Investments LLC | 71,046 | $6.97M | 0.12% | +19,066+36.7% | Added |
| Oak Harvest Investment Services | 71,755 | $7.04M | 1.75% | +4,670+7.0% | Added |
| Illinois Municipal Retirement Fund | 71,957 | $7.06M | 0.20% | +27,078+60.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 72,053 | $7.07M | 0.14% | −1,159−1.6% | Reduced |
| German American Bancorp, Inc. | 72,148 | $7.08M | 0.99% | +1,125+1.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 72,594 | $7.13M | 0.26% | −19,863−21.5% | Reduced |
| Cetera Investment Advisers | 80,075 | $7.13M | 0.10% | −2,149−2.6% | Reduced |
| D.A. Davidson & Co. | 73,625 | $7.24M | 0.08% | +2,211+3.1% | Added |
| Lorne Steinberg Wealth Management Inc. | 73,777 | $7.24M | 3.11% | −1,095−1.5% | Reduced |
| Connors Investor Services Inc | 74,581 | $7.32M | 0.72% | +1,100+1.5% | Added |
| Hudson Bay Capital Management LP | 75,000 | $7.36M | 0.08% | −25,000−25.0% | Reduced |
| Swarthmore Group Inc | 75,766 | $7.44M | 1.77% | −40,442−34.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 75,849 | $7.45M | 0.07% | +54,413+253.8% | Added |
| Jupiter Wealth Management LLC | 76,322 | $7.49M | 3.89% | −7,770−9.2% | Reduced |
| First National Bank of Omaha | 76,361 | $7.50M | 0.36% | −4,652−5.7% | Reduced |
| Gradient Investments LLC | 77,044 | $7.56M | 0.19% | +73,882+2,336.6% | Added |
| Credit Agricole S A | 77,386 | $7.59M | 0.25% | −11,192−12.6% | Reduced |
| Wolverine Trading, LLC | 77,621 | $7.67M | 0.10% | +15,997+26.0% | Added |
| Westbourne Investment Advisors, Inc. | 78,197 | $7.68M | 3.02% | +644+0.8% | Added |
| Capital Analysts, LLC | 78,581 | $7.71M | 0.47% | −809−1.0% | Reduced |
| Barometer Capital Management Inc. | 80,308 | $7.83M | 1.32% | −94,240−54.0% | Reduced |
| Rockefeller Capital Management L.P. | 80,043 | $7.86M | 0.04% | +5,489+7.4% | Added |
| Twin Capital Management Inc | 80,378 | $7.89M | 0.79% | −3,250−3.9% | Reduced |
| Ethic Inc. | 81,016 | $7.95M | 0.61% | +14,800+22.4% | Added |
| Kestra Advisory Services, LLC | 81,034 | $7.95M | 0.08% | +4,504+5.9% | Added |