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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 89,688 | $8.80M | 0.18% | +2,458+2.8% | Added |
| Prospera Financial Services Inc | 89,640 | $8.80M | 0.38% | +1,553+1.8% | Added |
| Paloma Partners Management Co | 89,366 | $8.77M | 0.28% | +89,366 | New |
| Pacer Advisors, Inc. | 89,297 | $8.77M | 0.09% | +7,410+9.0% | Added |
| New Mexico Educational Retirement Board | 89,110 | $8.75M | 0.29% | −8,300−8.5% | Reduced |
| Howe & Rusling Inc | 88,864 | $8.72M | 1.02% | −26,558−23.0% | Reduced |
| Alberta Investment Management Corp | 88,800 | $8.72M | 0.05% | +3,500+4.1% | Added |
| Verition Fund Management LLC | 88,262 | $8.66M | 0.11% | +51,668+141.2% | Added |
| Ashfield Capital Partners, LLC | 86,989 | $8.54M | 0.55% | −229−0.3% | Reduced |
| Kentucky Retirement Systems | 86,863 | $8.53M | 0.35% | +733+0.9% | Added |
| YHB Investment Advisors, Inc. | 85,936 | $8.44M | 0.67% | +90.0% | Added |
| Spectrum Management Group, LLC | 85,474 | $8.39M | 1.21% | −435−0.5% | Reduced |
| McGuire Investment Group, LLC | 84,020 | $8.25M | 1.36% | −2,435−2.8% | Reduced |
| Burns J W & Co Inc | 82,299 | $8.08M | 1.17% | −242−0.3% | Reduced |
| D L Carlson Investment Group Inc | 81,718 | $8.02M | 1.28% | −20.0% | Reduced |
| Kestra Advisory Services, LLC | 81,034 | $7.95M | 0.08% | +4,504+5.9% | Added |
| Ethic Inc. | 81,016 | $7.95M | 0.61% | +14,800+22.4% | Added |
| Twin Capital Management Inc | 80,378 | $7.89M | 0.79% | −3,250−3.9% | Reduced |
| Rockefeller Capital Management L.P. | 80,043 | $7.86M | 0.04% | +5,489+7.4% | Added |
| Barometer Capital Management Inc. | 80,308 | $7.83M | 1.32% | −94,240−54.0% | Reduced |
| Capital Analysts, LLC | 78,581 | $7.71M | 0.47% | −809−1.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 78,197 | $7.68M | 3.02% | +644+0.8% | Added |
| Wolverine Trading, LLC | 77,621 | $7.67M | 0.10% | +15,997+26.0% | Added |
| Credit Agricole S A | 77,386 | $7.59M | 0.25% | −11,192−12.6% | Reduced |
| Gradient Investments LLC | 77,044 | $7.56M | 0.19% | +73,882+2,336.6% | Added |
| First National Bank of Omaha | 76,361 | $7.50M | 0.36% | −4,652−5.7% | Reduced |
| Jupiter Wealth Management LLC | 76,322 | $7.49M | 3.89% | −7,770−9.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 75,849 | $7.45M | 0.07% | +54,413+253.8% | Added |
| Swarthmore Group Inc | 75,766 | $7.44M | 1.77% | −40,442−34.8% | Reduced |
| Hudson Bay Capital Management LP | 75,000 | $7.36M | 0.08% | −25,000−25.0% | Reduced |
| Connors Investor Services Inc | 74,581 | $7.32M | 0.72% | +1,100+1.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 73,777 | $7.24M | 3.11% | −1,095−1.5% | Reduced |
| D.A. Davidson & Co. | 73,625 | $7.24M | 0.08% | +2,211+3.1% | Added |
| Cetera Investment Advisers | 80,075 | $7.13M | 0.10% | −2,149−2.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 72,594 | $7.13M | 0.26% | −19,863−21.5% | Reduced |
| German American Bancorp, Inc. | 72,148 | $7.08M | 0.99% | +1,125+1.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 72,053 | $7.07M | 0.14% | −1,159−1.6% | Reduced |
| Illinois Municipal Retirement Fund | 71,957 | $7.06M | 0.20% | +27,078+60.3% | Added |
| Oak Harvest Investment Services | 71,755 | $7.04M | 1.75% | +4,670+7.0% | Added |
| Atria Investments LLC | 71,046 | $6.97M | 0.12% | +19,066+36.7% | Added |
| First Citizens Bank & Trust Co | 70,962 | $6.97M | 0.27% | −11,395−13.8% | Reduced |
| Baugh & Associates, LLC | 70,232 | $6.89M | 3.81% | −155−0.2% | Reduced |
| Cito Capital Group, LLC | 70,148 | $6.89M | 2.88% | −10,800−13.3% | Reduced |
| Avitas Wealth Management LLC | 69,081 | $6.78M | 1.14% | +1,343+2.0% | Added |
| Essex Financial Services, Inc. | 69,024 | $6.78M | 0.67% | +52,490+317.5% | Added |
| Oppenheimer & Co Inc | 68,844 | $6.76M | 0.12% | +5,671+9.0% | Added |
| Gibraltar Capital Management, Inc. | 68,395 | $6.71M | 3.04% | −1,593−2.3% | Reduced |
| Oliver Luxxe Assets LLC | 67,436 | $6.62M | 1.68% | −823−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 66,547 | $6.53M | 0.22% | +3,135+4.9% | Added |
| Catalyst Capital Advisors LLC | 65,250 | $6.41M | 0.30% | −3,950−5.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 65,113 | $6.39M | 0.41% | −6,800−9.5% | Reduced |
| Trexquant Investment LP | 64,936 | $6.37M | 0.39% | −465−0.7% | Reduced |
| AlphaCrest Capital Management LLC | 64,472 | $6.33M | 0.24% | −11,979−15.7% | Reduced |
| Iowa State Bank | 64,156 | $6.30M | 1.48% | +2,270+3.7% | Added |
| Northwestern Mutual Wealth Management Co | 63,962 | $6.28M | 0.01% | +11,665+22.3% | Added |
| Axxcess Wealth Management, LLC | 63,911 | $6.27M | 0.48% | +63,911 | New |
| Alerus Financial NA | 63,864 | $6.27M | 0.51% | +6,995+12.3% | Added |
| Meyer Handelman Co | 63,598 | $6.24M | 0.23% | +56+0.1% | Added |
| Wills Financial Group, Inc. | 62,792 | $6.16M | 2.44% | +3,777+6.4% | Added |
| Central Trust Co | 61,649 | $6.05M | 0.17% | +3,251+5.6% | Added |
| Signet Financial Management, LLC | 61,105 | $6.00M | 0.91% | +200+0.3% | Added |
| Connectus Wealth, LLC | 60,769 | $5.97M | 0.23% | +60,769 | New |
| Central Bank & Trust Co | 60,864 | $5.97M | 0.92% | +693+1.2% | Added |
| LGT Group Foundation | 60,626 | $5.95M | 0.15% | +60,626 | New |
| Private Advisor Group, LLC | 60,328 | $5.92M | 0.04% | −9,811−14.0% | Reduced |
| Northern Oak Wealth Management Inc | 60,002 | $5.89M | 0.67% | +4,479+8.1% | Added |
| K.J. Harrison & Partners Inc | 59,730 | $5.87M | 0.83% | +14,380+31.7% | Added |
| Glenview Trust Co | 59,773 | $5.87M | 0.19% | −502−0.8% | Reduced |
| Canandaigua National Corp | 59,623 | $5.85M | 0.86% | −152−0.3% | Reduced |
| Cumberland Partners Ltd | 59,590 | $5.85M | 0.41% | +2,075+3.6% | Added |
| Shell Asset Management Co | 59,006 | $5.79M | 0.12% | +28,533+93.6% | Added |
| Baxter Bros Inc | 58,992 | $5.79M | 0.84% | +6,865+13.2% | Added |
| Walleye Trading LLC | 58,435 | $5.74M | 0.09% | +1,412+2.5% | Added |
| Virginia Retirement Systems Et Al | 58,100 | $5.70M | 0.05% | +25,600+78.8% | Added |
| Prime Capital Investment Advisors, LLC | 57,475 | $5.64M | 0.30% | +42,475+283.2% | Added |
| Mizuho Markets Cayman LP | 57,053 | $5.60M | 0.57% | +40,828+251.6% | Added |
| DCM Advisors, LLC | 56,224 | $5.52M | 1.63% | +14,400+34.4% | Added |
| Neville Rodie & Shaw Inc | 55,950 | $5.49M | 0.39% | +8,125+17.0% | Added |
| L & S Advisors Inc | 55,342 | $5.43M | 0.59% | −13,127−19.2% | Reduced |
| Moody National Bank Trust Division | 55,083 | $5.41M | 0.16% | −128,484−70.0% | Reduced |
| MainStreet Investment Advisors LLC | 54,847 | $5.38M | 0.47% | −1,769−3.1% | Reduced |
| Contravisory Investment Management, Inc. | 54,217 | $5.32M | 1.44% | +54,217 | New |
| Stamos Capital Partners, L.P. | 54,000 | $5.30M | 2.46% | +54,000 | New |
| Hudson Valley Investment Advisors Inc | 53,593 | $5.26M | 0.82% | +760+1.4% | Added |
| Sepio Capital, LP | 53,302 | $5.23M | 0.39% | +50,800+2,030.4% | Added |
| NWK Group, Inc. | 52,717 | $5.17M | 1.91% | +550+1.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 52,615 | $5.17M | 0.03% | −72,871−58.1% | Reduced |
| Point72 Asset Management, L.P. | 52,100 | $5.11M | 0.02% | −41,100−44.1% | Reduced |
| Private Wealth Partners, LLC | 51,915 | $5.10M | 0.43% | +51,915 | New |
| Principal Street Partners, LLC | 51,657 | $5.07M | 1.22% | +1,210+2.4% | Added |
| Consolidated Investment Group LLC | 51,600 | $5.07M | 0.80% | 00.0% | Unchanged |
| Mount Lucas Management LP | 51,140 | $5.02M | 1.43% | −71,890−58.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 51,042 | $5.01M | 0.35% | −326−0.6% | Reduced |
| Elk River Wealth Management, LLC | 50,711 | $4.98M | 1.13% | +1,772+3.6% | Added |
| Kessler Investment Group, LLC | 50,608 | $4.97M | 2.79% | +10,237+25.4% | Added |
| Seven Eight Capital, LP | 50,169 | $4.92M | 0.88% | +37,897+308.8% | Added |
| Banque Cantonale Vaudoise | 49,475 | $4.86M | 0.19% | −13,800−21.8% | Reduced |
| FDx Advisors, Inc. | 49,425 | $4.85M | 0.13% | +5,830+13.4% | Added |
| Odey Asset Management Group Ltd | 49,400 | $4.85M | 1.44% | 00.0% | Unchanged |
| Albion Financial Group | 49,315 | $4.84M | 0.38% | +1,150+2.4% | Added |