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 |
|---|---|---|---|---|---|
| Howland Capital Management LLC | 13,029 | $1.28M | 0.06% | +40+0.3% | Added |
| Lavaca Capital LLC | 13,052 | $1.28M | 0.57% | −1,490−10.2% | Reduced |
| Citizens Financial Group Inc | 13,743 | $1.29M | 0.04% | +252+1.9% | Added |
| Wealth Effects LLC | 13,127 | $1.29M | 0.53% | +13,127 | New |
| SeaCrest Wealth Management, LLC | 13,225 | $1.30M | 0.14% | −159−1.2% | Reduced |
| Financial Counselors Inc | 13,244 | $1.30M | 0.03% | −2,361−15.1% | Reduced |
| Perigon Wealth Management, LLC | 13,325 | $1.31M | 0.09% | +198+1.5% | Added |
| Windsor Group LTD | 12,541 | $1.31M | 0.24% | −147−1.2% | Reduced |
| McMillion Capital Management Inc | 13,346 | $1.31M | 0.71% | +13,346 | New |
| Tokio Marine Asset Management Co Ltd | 13,367 | $1.31M | 0.10% | +679+5.4% | Added |
| Investors Research Corp | 13,416 | $1.32M | 0.40% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 13,475 | $1.32M | 0.18% | +390+3.0% | Added |
| Csenge Advisory Group | 14,383 | $1.32M | 0.12% | +2,334+19.4% | Added |
| Systematic Financial Management LP | 13,500 | $1.32M | 0.04% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 13,539 | $1.33M | 0.10% | −1,139−7.8% | Reduced |
| Unigestion Holding SA | 13,551 | $1.33M | 0.05% | −7,787−36.5% | Reduced |
| Icon Advisers Inc | 13,600 | $1.33M | 0.21% | 00.0% | Unchanged |
| Excalibur Management Corp | 13,623 | $1.34M | 0.54% | −147−1.1% | Reduced |
| 1st Source Bank | 13,614 | $1.34M | 0.08% | +307+2.3% | Added |
| Optimas Capital Ltd | 13,636 | $1.34M | 2.86% | +13,636 | New |
| FourThought Financial, LLC | 13,720 | $1.35M | 0.17% | −758−5.2% | Reduced |
| Markston International LLC | 13,768 | $1.35M | 1.36% | −5,617−29.0% | Reduced |
| Atlas Private Wealth Management | 13,767 | $1.35M | 0.75% | −539−3.8% | Reduced |
| AdvisorNet Financial, Inc | 13,799 | $1.35M | 0.08% | −9,276−40.2% | Reduced |
| Bank Hapoalim BM | 13,843 | $1.36M | 0.14% | −944−6.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,896 | $1.36M | 0.15% | +2,758+24.8% | Added |
| Northwest & Ethical Investments L.P. | 13,905 | $1.36M | 0.04% | −149−1.1% | Reduced |
| S&CO Inc | 13,915 | $1.36M | 0.10% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 13,931 | $1.37M | 0.29% | −665−4.6% | Reduced |
| Odey Holdings Ltd | 13,943 | $1.37M | 7.61% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 14,036 | $1.38M | 0.03% | −4,024−22.3% | Reduced |
| Trust Asset Management LLC | 14,207 | $1.40M | 0.17% | 00.0% | Unchanged |
| Somerset Trust Co | 14,231 | $1.40M | 0.51% | +299+2.1% | Added |
| Ashburton (Jersey) Ltd | 14,256 | $1.40M | 0.59% | +533+3.9% | Added |
| Checchi Capital Advisers, LLC | 14,277 | $1.40M | 0.15% | +174+1.2% | Added |
| Beacon Pointe Advisors, LLC | 14,373 | $1.41M | 0.04% | −2,443−14.5% | Reduced |
| Mystic Asset Management, Inc. | 14,390 | $1.41M | 0.67% | +14,390 | New |
| Parsons Capital Management Inc | 14,417 | $1.42M | 0.10% | +320+2.3% | Added |
| Amica Retiree Medical Trust | 14,448 | $1.42M | 1.20% | 00.0% | Unchanged |
| Conning Inc. | 14,518 | $1.43M | 0.04% | −306−2.1% | Reduced |
| Boston Partners | 14,558 | $1.43M | 0.00% | −2,367−14.0% | Reduced |
| Spouting Rock Asset Management, LLC | 14,663 | $1.44M | 1.13% | −13,575−48.1% | Reduced |
| Dakota Wealth Management | 14,673 | $1.44M | 0.15% | +497+3.5% | Added |
| Kinneret Advisory, LLC | 14,679 | $1.44M | 0.15% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.44M | 0.51% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 14,725 | $1.45M | 0.35% | +89+0.6% | Added |
| Centaurus Financial, Inc. | 14,853 | $1.46M | 0.11% | −119−0.8% | Reduced |
| Redwood Investment Management, LLC | 14,849 | $1.46M | 0.19% | +11,800+387.0% | Added |
| Diligent Investors, LLC | 14,870 | $1.46M | 0.41% | −397−2.6% | Reduced |
| Zullo Investment Group, Inc. | 14,874 | $1.46M | 0.75% | +14,874 | New |
| Wedbush Securities Inc | 14,882 | $1.46M | 0.06% | +344+2.4% | Added |
| Delphi Management Inc | 14,947 | $1.47M | 1.38% | +928+6.6% | Added |
| Capital Management Associates | 15,000 | $1.47M | 1.44% | 00.0% | Unchanged |
| Baader Bank INC | 15,000 | $1.47M | 0.12% | +15,000 | New |
| Allen Investment Management LLC | 15,084 | $1.48M | 0.02% | +10,804+252.4% | Added |
| Rational Advisors LLC | 15,179 | $1.49M | 0.09% | +4,104+37.1% | Added |
| Winton Group Ltd | 15,280 | $1.50M | 0.09% | +15,280 | New |
| Gotham Asset Management, LLC | 15,355 | $1.51M | 0.05% | −6,425−29.5% | Reduced |
| InterOcean Capital Group, LLC | 15,385 | $1.51M | 0.07% | +402+2.7% | Added |
| Intact Investment Management Inc. | 15,500 | $1.52M | 0.04% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 15,611 | $1.53M | 0.02% | +61+0.4% | Added |
| Altium Wealth Management LLC | 15,605 | $1.53M | 0.10% | +2,205+16.5% | Added |
| Sawtooth Solutions, LLC | 15,656 | $1.54M | 0.17% | +8,209+110.2% | Added |
| Highview Capital Management LLC | 15,643 | $1.54M | 1.00% | +15,643 | New |
| Oak Asset Management, LLC | 15,678 | $1.54M | 0.59% | +200+1.3% | Added |
| Boston Private Wealth LLC | 15,697 | $1.54M | 0.03% | −47,283−75.1% | Reduced |
| Syntal Capital Partners, LLC | 15,737 | $1.54M | 0.66% | +10,543+203.0% | Added |
| Meridian Wealth Management, LLC | 15,752 | $1.55M | 0.17% | +775+5.2% | Added |
| SevenBridge Financial Group, LLC | 15,820 | $1.55M | 0.47% | −88−0.6% | Reduced |
| Intrust Bank NA | 15,921 | $1.56M | 0.19% | +244+1.6% | Added |
| Decatur Capital Management, Inc. | 15,948 | $1.56M | 0.93% | −194−1.2% | Reduced |
| Leavell Investment Management, Inc. | 16,021 | $1.57M | 0.10% | +1,420+9.7% | Added |
| Keebeck Alpha, LP | 16,151 | $1.58M | 0.57% | +6,142+61.4% | Added |
| Kovitz Investment Group Partners, LLC | 23,238 | $1.59M | 0.04% | −1,259−5.1% | Reduced |
| White Pine Capital LLC | 16,250 | $1.59M | 0.47% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 16,331 | $1.60M | 0.38% | 00.0% | Unchanged |
| NVWM, LLC | 16,336 | $1.60M | 0.50% | +1,033+6.8% | Added |
| Capstone Investment Advisors, LLC | 16,393 | $1.61M | 0.03% | −60,029−78.5% | Reduced |
| McAlister, Sweet & Associates, Inc. | 16,390 | $1.61M | 1.40% | +16,390 | New |
| Coastline Trust Co | 16,405 | $1.61M | 0.18% | +2,430+17.4% | Added |
| Cullen/Frost Bankers, Inc. | 16,447 | $1.61M | 0.03% | +115+0.7% | Added |
| TrimTabs Asset Management, LLC | 16,494 | $1.62M | 0.80% | −8,528−34.1% | Reduced |
| HRT Financial LP | 16,772 | $1.65M | 0.01% | −365,888−95.6% | Reduced |
| Brasada Capital Management, LP | 16,705 | $1.65M | 0.32% | +2,248+15.5% | Added |
| Forum Financial Management, LP | 16,839 | $1.65M | 0.09% | +16,839 | New |
| GPS Wealth Strategies Group, LLC | 16,857 | $1.66M | 0.37% | +567+3.5% | Added |
| Vestcor Inc | 16,890 | $1.66M | 0.06% | −3,676−17.9% | Reduced |
| Wolverine Asset Management LLC | 17,154 | $1.68M | 0.02% | +16,981+9,815.6% | Added |
| TCG Advisory Services, LLC | 17,160 | $1.68M | 0.40% | +620+3.7% | Added |
| Wright Investors Service Inc | 17,226 | $1.69M | 0.43% | −6,164−26.4% | Reduced |
| Moors & Cabot, Inc. | 21,826 | $1.69M | 0.10% | +1,916+9.6% | Added |
| Bryn Mawr Trust Co | 17,312 | $1.70M | 0.06% | −831−4.6% | Reduced |
| Systematic Alpha Investments, LLC | 17,326 | $1.70M | 0.08% | 00.0% | Unchanged |
| Trust Investment Advisors | 17,438 | $1.71M | 1.35% | +16+0.1% | Added |
| Stratos Wealth Partners, LTD. | 17,524 | $1.72M | 0.04% | +1,675+10.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,775 | $1.75M | 0.41% | −19,878−52.8% | Reduced |
| Vident Investment Advisory, LLC | 17,808 | $1.75M | 0.05% | +475+2.7% | Added |
| Institute for Wealth Management, LLC. | 17,905 | $1.76M | 0.29% | −132−0.7% | Reduced |
| Acropolis Investment Management, LLC | 17,999 | $1.77M | 0.16% | +695+4.0% | Added |
| Tiemann Investment Advisors, LLC | 18,084 | $1.77M | 0.75% | +50+0.3% | Added |