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; 2,745 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
- +147 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
- 99
- 589 more reduced
23 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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Paragon Capital Management Ltd | 33 | $3.00K | 0.00% | +33 | New |
| Schubert & Co | 30 | $3.00K | 0.00% | +30 | New |
| Masso Torrence Wealth Management Inc. | 32 | $3.00K | 0.00% | +32 | New |
| Cassady Schiller Wealth Management, LLC | 33 | $3.00K | 0.00% | +33 | New |
| Morton Brown Family Wealth, LLC | 31 | $3.00K | 0.00% | +31 | New |
| JJJ Advisors Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 20 | $2.00K | 0.00% | −5−20.0% | Reduced |
| Arlington Partners LLC | 17 | $2.00K | 0.00% | +17 | New |
| Center for Financial Planning, Inc. | 21 | $2.00K | 0.00% | +21 | New |
| WestEnd Advisors, LLC | 17 | $1.67K | 0.00% | – | – |
| USA Financial Portformulas Corp | 6 | $1.00K | 0.00% | −12,252−100.0% | Reduced |
| Hantz Financial Services, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| St. Johns Investment Management Company, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 2,254 | – | – | +2,201+4,152.8% | Added |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −2,769,657−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −592,553−100.0% | Sold out |
| Kiltearn Partners LLP | 0 | $0 | 0.00% | −487,066−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −390,553−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −372,032−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −193,006−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −177,835−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −177,634−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −149,525−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −128,827−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −110,785−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −100,674−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −98,000−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −92,800−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −95,934−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −73,936−100.0% | Sold out |
| Copperwynd Financial, LLC | 0 | $0 | 0.00% | −68,666−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −65,366−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −63,475−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −56,312−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −54,900−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −52,112−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −50,765−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −39,200−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −38,780−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −34,070−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Townsend & Associates, Inc | 0 | $0 | 0.00% | −23,635−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −23,462−100.0% | Sold out |
| Inherent Group, LP | 0 | $0 | 0.00% | −21,157−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −18,798−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −18,169−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −14,678−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −13,507−100.0% | Sold out |
| 55I, LLC | 0 | $0 | 0.00% | −13,116−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −11,710−100.0% | Sold out |
| University of Notre Dame du Lac | 0 | $0 | 0.00% | −11,080−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −9,474−100.0% | Sold out |
| Hobart Private Capital, LLC | 0 | $0 | 0.00% | −9,141−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −9,010−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −7,154−100.0% | Sold out |
| Emerald Advisors, LLC | 0 | $0 | 0.00% | −6,840−100.0% | Sold out |
| St. Louis Trust Co | 0 | $0 | 0.00% | −6,103−100.0% | Sold out |
| QVR LLC | 0 | $0 | 0.00% | −4,741−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,477−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −4,346−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −4,318−100.0% | Sold out |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −3,707−100.0% | Sold out |
| Jarislowsky, Fraser Ltd | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −3,661−100.0% | Sold out |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −3,621−100.0% | Sold out |
| York Capital Management Global Advisors, LLC | 0 | $0 | 0.00% | −3,513−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −3,367−100.0% | Sold out |
| Botty Investors LLC | 0 | $0 | 0.00% | −3,311−100.0% | Sold out |
| Advus Financial Partners, LLC | 0 | $0 | 0.00% | −3,181−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −3,024−100.0% | Sold out |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −2,802−100.0% | Sold out |
| Hurlow Wealth Management Group, Inc. | 0 | $0 | 0.00% | −2,725−100.0% | Sold out |
| Hemington Wealth Management | 0 | $0 | 0.00% | −2,676−100.0% | Sold out |
| Richard P Slaughter Associates Inc | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| Capital Advisors Inc | 0 | $0 | 0.00% | −2,456−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −2,269−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −2,229−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −2,194−100.0% | Sold out |
| Independent Wealth Network Inc. | 0 | $0 | 0.00% | −2,074−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −2,157−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −2,087−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | −1,545−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,215−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −1,205−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −1,173−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −659−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −631−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −454−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −306−100.0% | Sold out |