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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; 2,745 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
+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.

Institutional holdersQ4 2021: 1,716 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,673 institutionsQ2 2022: 1,607 institutionsQ3 2022: 1,586 institutionsQ4 2022: 1,682 institutionsQ1 2023: 1,674 institutionsQ2 2023: 1,689 institutionsQ3 2023: 1,671 institutionsQ4 2023: 1,761 institutionsQ1 2024: 1,799 institutionsQ2 2024: 1,829 institutionsQ3 2024: 1,875 institutionsQ4 2024: 2,118 institutionsQ1 2025: 2,104 institutionsQ2 2025: 2,209 institutionsQ3 2025: 2,266 institutionsQ4 2025: 2,533 institutionsQ1 2026: 2,514 institutionsQ2 2026: 2,745 institutions
Value heldQ4 2021: $146.9B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.1BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,514$218.1B
Q4 20252,533$239.4B
Q3 20252,266$211.9B
Q2 20252,209$190.6B
Q1 20252,104$159.1B
Q4 20242,118$170.9B
Q3 20241,875$141.1B
Q2 20241,829$131.2B
Q1 20241,799$127.8B
Q4 20231,761$128.3B
Q3 20231,671$112.7B
Q2 20231,689$118.7B
Q1 20231,674$124.1B
Q4 20221,682$120.2B
Q3 20221,586$112.7B
Q2 20221,607$109.6B
Q1 20221,673$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2021.

Institutions holding MS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
St. Johns Investment Management Company, LLC1$00.00%00.0%Unchanged
Activest Wealth Management1$00.00%+1New
USA Financial Portformulas Corp6$1.00K0.00%−12,252−100.0%Reduced
Hantz Financial Services, Inc.13$1.00K0.00%+13New
WestEnd Advisors, LLC17$1.67K0.00%––
JJJ Advisors Inc.21$2.00K0.00%00.0%Unchanged
First Command Advisory Services, Inc.18$2.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.20$2.00K0.00%−5−20.0%Reduced
Arlington Partners LLC17$2.00K0.00%+17New
Center for Financial Planning, Inc.21$2.00K0.00%+21New
ClariVest Asset Management LLC33$3.00K0.00%00.0%Unchanged
Acima Private Wealth, LLC26$3.00K0.00%00.0%Unchanged
Paragon Capital Management Ltd33$3.00K0.00%+33New
Schubert & Co30$3.00K0.00%+30New
Masso Torrence Wealth Management Inc.32$3.00K0.00%+32New
Cassady Schiller Wealth Management, LLC33$3.00K0.00%+33New
Morton Brown Family Wealth, LLC31$3.00K0.00%+31New
Focused Wealth Management, Inc39$4.00K0.00%−2,350−98.4%Reduced
James Investment Research Inc39$4.00K0.00%00.0%Unchanged
TFC Financial Management39$4.00K0.00%00.0%Unchanged
HWG Holdings LP39$4.00K0.00%+39New
Dark Forest Capital Management LP44$4.00K0.00%+44New
Your Advocates Ltd., LLP56$5.00K0.00%00.0%Unchanged
KRS Capital Management, LLC65$6.00K0.01%+65New
KB Financial Partners, LLC72$7.00K0.00%+72New
First Community Trust NA73$7.17K0.01%+73New
Coastal Capital Group, Inc.84$8.00K0.00%00.0%Unchanged
Sageworth Trust Co91$9.00K0.00%−305−77.0%Reduced
Country Trust Bank91$9.00K0.00%−7−7.1%Reduced
Baldwin Brothers Inc90$9.00K0.00%00.0%Unchanged
Ancora Advisors, LLC93$9.00K0.00%00.0%Unchanged
Simon Quick Advisors, LLC102$10.0K0.00%−7,806−98.7%Reduced
Lowe Wealth Advisors, LLC100$10.0K0.00%00.0%Unchanged
Gables Capital Management Inc.100$10.0K0.01%00.0%Unchanged
O'Dell Group, LLC105$10.0K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC104$10.0K0.00%00.0%Unchanged
Avion Wealth103$10.0K0.00%00.0%Unchanged
Corbenic Partners LLC97$10.0K0.00%+28+40.6%Added
Tortoise Investment Management, LLC100$10.0K0.00%+100New
Rinkey Investments100$10.0K0.01%+100New
Providence Capital Advisors, LLC102$10.0K0.00%+102New
Future Financial Wealth Managment LLC100$10.0K0.01%+100New
Goodwin Investment Advisory100$10.0K0.01%+100New
Aquatic Capital Management LLC100$10.0K0.02%+100New
Lee Financial Co113$11.0K0.00%+113New
Jackson, Grant Investment Advisers, Inc.127$12.0K0.01%00.0%Unchanged
Front Row Advisors LLC122$12.0K0.00%00.0%Unchanged
Atticus Wealth Management, LLC126$12.0K0.00%+126New
Stephens Consulting, LLC125$12.3K0.01%+125New
Holloway Wealth Management, LLC–$13.0K0.00%––
Sugarloaf Wealth Management, LLC134$13.0K0.00%00.0%Unchanged
Atwood & Palmer Inc155$15.0K0.00%−35−18.4%Reduced
Tradewinds Capital Management, LLC150$15.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC155$15.0K0.00%00.0%Unchanged
First PREMIER Bank156$15.0K0.00%00.0%Unchanged
Karlinski Andrew C156$15.0K0.03%+156New
Stuart Chaussee & Associates, Inc.167$16.0K0.01%00.0%Unchanged
Ci Investments Inc.175$17.0K0.00%−127,249−99.9%Reduced
Sierra Capital LLC174$17.0K0.00%+174New
Sound Income Strategies, LLC188$18.0K0.00%00.0%Unchanged
NewSquare Capital LLC198$19.0K0.00%00.0%Unchanged
Ahrens Investment Partners LLC190$19.0K0.01%+190New
Bourgeon Capital Management LLC200$20.0K0.00%00.0%Unchanged
Costello Asset Management, INC200$20.0K0.01%00.0%Unchanged
Orion Capital Management LLC200$20.0K0.01%+200New
JNBA Financial Advisors219$21.0K0.00%+179+447.5%Added
Northwest Investment Counselors, LLC225$22.0K0.01%+225New
Miller Wealth Advisors, LLC225$22.0K0.01%+225New
Raffa Wealth Management, LLC250$24.5K0.01%−43−14.7%Reduced
Byrne Asset Management LLC250$25.0K0.02%+250New
Piscataqua Savings Bank263$26.0K0.02%00.0%Unchanged
JFS Wealth Advisors, LLC265$26.0K0.00%+101+61.6%Added
Charter Oak Capital Management, LLC279$27.0K0.00%00.0%Unchanged
Pacifica Partners Inc.269$28.0K0.02%00.0%Unchanged
Mach-1 Financial Group, Inc.288$28.0K0.02%+288New
Seldon Capital LP282$28.0K0.02%+282New
Manchester Capital Management LLC299$29.0K0.00%00.0%Unchanged
Islay Capital Management, LLC300$29.0K0.02%00.0%Unchanged
Surevest, LLC300$29.0K0.01%+300New
Sageworth Trust Co of South Dakota300$29.0K0.04%+300New
Maryland Capital Advisors Inc.300$29.0K0.02%+300New
SJS Investment Consulting Inc.300$29.0K0.01%+300New
Western Pacific Wealth Management, LP300$29.0K0.02%+300New
Tyler-Stone Wealth Management300$29.0K0.02%+300New
Vienna Asset Management LLC300$29.0K0.03%+300New
MV Capital Management, Inc.305$30.0K0.00%00.0%Unchanged
Penserra Capital Management LLC306$30.0K0.00%+6+2.0%Added
Aua Capital Management, LLC315$31.0K0.02%00.0%Unchanged
Cowen Prime Advisors LLC318$31.0K0.01%00.0%Unchanged
Johnson Midwest Financial, LLC324$32.0K0.02%00.0%Unchanged
Trustcore Financial Services, LLC339$33.0K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.360$35.0K0.00%00.0%Unchanged
Larson Financial Group LLC378$37.0K0.01%−284−42.9%Reduced
GeoWealth Management, LLC379$37.0K0.00%+103+37.3%Added
Bellwether Advisors, LLC382$37.0K0.01%+382New
Covestor Ltd375$37.0K0.05%+375New
Kelly Financial Services LLC381$37.4K0.02%+1+0.3%Added
Exchange Traded Concepts, LLC392$38.0K0.00%00.0%Unchanged
First Bank & Trust387$38.0K0.02%00.0%Unchanged
Baldrige Asset Management LLC388$38.0K0.01%00.0%Unchanged