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 |
|---|---|---|---|---|---|
| Insight Inv LLC | 18,155 | $1.78M | 1.64% | +18,155 | New |
| Sequoia Financial Advisors, LLC | 31,836 | $1.79M | 0.05% | +20,261+175.0% | Added |
| Richard Bernstein Advisors LLC | 18,369 | $1.80M | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 18,624 | $1.83M | 0.05% | +2,777+17.5% | Added |
| Caldwell Trust Co | 18,671 | $1.83M | 0.21% | +915+5.2% | Added |
| TD Private Client Wealth LLC | 18,686 | $1.83M | 0.08% | −5,025−21.2% | Reduced |
| Asio Capital, LLC | 18,725 | $1.84M | 0.57% | +697+3.9% | Added |
| Belpointe Asset Management LLC | 18,777 | $1.84M | 0.11% | +12,995+224.7% | Added |
| South State Corp. | 18,866 | $1.85M | 0.14% | −2,324−11.0% | Reduced |
| Balasa Dinverno & Foltz LLC | 19,214 | $1.89M | 0.12% | +212+1.1% | Added |
| Capital Investment Advisors, LLC | 19,213 | $1.89M | 0.06% | +4,135+27.4% | Added |
| Westwood Holdings Group Inc. | 19,323 | $1.90M | 0.02% | +597+3.2% | Added |
| Northeast Financial Consultants Inc | 19,380 | $1.90M | 0.12% | +4,168+27.4% | Added |
| Centiva Capital, LP | 19,525 | $1.92M | 0.12% | +6,540+50.4% | Added |
| Abbot Financial Management, Inc. | 19,720 | $1.94M | 0.86% | −100−0.5% | Reduced |
| Alaethes Wealth LLC | 19,737 | $1.94M | 1.22% | −549−2.7% | Reduced |
| MAI Capital Management | 19,743 | $1.94M | 0.03% | +7,429+60.3% | Added |
| UBP Investment Advisors SA | 20,000 | $1.96M | 0.71% | 00.0% | Unchanged |
| Toroso Investments, LLC | 20,241 | $1.99M | 0.06% | +757+3.9% | Added |
| Procyon Private Wealth Partners, LLC | 20,288 | $1.99M | 0.42% | +6,060+42.6% | Added |
| Convergence Investment Partners, LLC | 20,374 | $2.00M | 1.02% | +4,478+28.2% | Added |
| Clarius Group, LLC | 20,513 | $2.01M | 0.16% | +312+1.5% | Added |
| Meeder Asset Management Inc | 20,714 | $2.03M | 0.20% | −42,605−67.3% | Reduced |
| Pitcairn Co | 20,768 | $2.04M | 0.13% | −742−3.4% | Reduced |
| Toscafund Asset Management LLP | 21,000 | $2.06M | 1.78% | 00.0% | Unchanged |
| Fractal Investments LLC | 21,087 | $2.07M | 0.72% | +21,087 | New |
| Griffin Asset Management, Inc. | 21,175 | $2.08M | 0.26% | +406+2.0% | Added |
| Baldwin Investment Management, LLC | 21,298 | $2.09M | 0.55% | +398+1.9% | Added |
| Savant Capital, LLC | 21,303 | $2.09M | 0.07% | +1,437+7.2% | Added |
| American National Registered Investment Advisor, Inc. | 21,396 | $2.10M | 0.69% | −40.0% | Reduced |
| Argus Investors' Counsel, Inc. | 21,420 | $2.10M | 1.27% | −1,100−4.9% | Reduced |
| Capital International Ltd | 21,510 | $2.11M | 0.11% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 21,623 | $2.12M | 0.18% | −989−4.4% | Reduced |
| Profund Advisors LLC | 21,826 | $2.14M | 0.07% | +1,518+7.5% | Added |
| Lazard Asset Management LLC | 21,845 | $2.14M | 0.00% | −677−3.0% | Reduced |
| Prudent Man Advisors, LLC | 21,897 | $2.15M | 0.82% | −3,029−12.2% | Reduced |
| IFG Advisory, LLC | 21,975 | $2.16M | 0.21% | −3,036−12.1% | Reduced |
| Goodwin Daniel L | 22,000 | $2.16M | 0.95% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 22,000 | $2.16M | 0.17% | 00.0% | Unchanged |
| Courier Capital LLC | 22,090 | $2.17M | 0.20% | −1,310−5.6% | Reduced |
| New England Research & Management, Inc. | 22,117 | $2.17M | 1.05% | −1,090−4.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,149 | $2.18M | 0.00% | +11,231+102.9% | Added |
| Capital Investment Counsel, Inc | 22,342 | $2.19M | 0.41% | +276+1.3% | Added |
| Abeille Asset Management SA | 22,560 | $2.21M | 0.51% | +22,560 | New |
| IBM Retirement Fund | 22,681 | $2.23M | 0.28% | −15,805−41.1% | Reduced |
| Spire Wealth Management | 22,630 | $2.23M | 0.05% | +844+3.9% | Added |
| Charles Carroll Financial Partners, LLC | 23,078 | $2.27M | 2.25% | +23,078 | New |
| TCTC Holdings, LLC | 23,090 | $2.27M | 0.10% | 00.0% | Unchanged |
| City Holding Co | 24,970 | $2.27M | 0.38% | +5,066+25.5% | Added |
| We Are One Seven, LLC | 23,148 | $2.27M | 0.24% | +928+4.2% | Added |
| Signaturefd, LLC | 23,340 | $2.29M | 0.07% | +4,245+22.2% | Added |
| Arrow Financial Corp | 23,370 | $2.29M | 0.27% | −3,342−12.5% | Reduced |
| Kestra Private Wealth Services, LLC | 23,525 | $2.31M | 0.11% | +5,802+32.7% | Added |
| Walleye Capital LLC | 23,588 | $2.31M | 0.08% | −45,321−65.8% | Reduced |
| Arcus Capital Partners, LLC | 23,691 | $2.33M | 0.79% | +153+0.7% | Added |
| Essex Investment Management Co LLC | 23,763 | $2.33M | 0.27% | −5,000−17.4% | Reduced |
| Altrafin AG | 23,828 | $2.34M | 0.85% | +23,828 | New |
| IndexIQ Advisors LLC | 24,047 | $2.36M | 0.08% | −1,537−6.0% | Reduced |
| Texas Yale Capital Corp. | 24,055 | $2.36M | 0.12% | +400+1.7% | Added |
| Culbertson A N & Co Inc | 24,105 | $2.37M | 0.45% | +205+0.9% | Added |
| Bank of New Hampshire | 24,357 | $2.39M | 0.58% | −7,022−22.4% | Reduced |
| Edgestream Partners, L.P. | 24,599 | $2.42M | 0.15% | +10,062+69.2% | Added |
| Advisory Services Network, LLC | 24,637 | $2.42M | 0.07% | +1,715+7.5% | Added |
| Hudson Canyon Capital Management | 24,844 | $2.44M | 1.77% | −1,564−5.9% | Reduced |
| Empirical Finance, LLC | 24,895 | $2.44M | 0.29% | +6,532+35.6% | Added |
| Ritholtz Wealth Management | 24,988 | $2.45M | 0.15% | −2,217−8.1% | Reduced |
| Lee Capital Holdings LLC | 25,000 | $2.45M | 1.29% | +10,000+66.7% | Added |
| Integrated Advisors Network LLC | 25,007 | $2.46M | 0.14% | +2,815+12.7% | Added |
| Synovus Financial Corp | 25,033 | $2.47M | 0.02% | +732+3.0% | Added |
| Sumitomo Life Insurance Co | 25,237 | $2.48M | 0.06% | −744−2.9% | Reduced |
| Greenwich Wealth Management LLC | 25,285 | $2.48M | 0.20% | −18−0.1% | Reduced |
| Lincoln National Corp | 25,777 | $2.50M | 0.05% | +1,298+5.3% | Added |
| HB Wealth Management, LLC | 25,616 | $2.52M | 0.05% | +25,616 | New |
| Koshinski Asset Management, Inc. | 25,669 | $2.52M | 0.20% | −466−1.8% | Reduced |
| MD Financial Management Inc. | 25,907 | $2.54M | 0.06% | +4,600+21.6% | Added |
| Lyell Wealth Management, LP | 25,944 | $2.55M | 0.29% | +14,790+132.6% | Added |
| Van Eck Associates Corp | 26,050 | $2.56M | 0.01% | −2,291−8.1% | Reduced |
| Chemung Canal Trust Co | 26,168 | $2.57M | 0.46% | −75−0.3% | Reduced |
| Veriti Management LLC | 26,262 | $2.58M | 0.33% | +30.0% | Added |
| Chemistry Wealth Management LLC | 26,281 | $2.58M | 2.16% | +26,281 | New |
| Next Level Private LLC | 26,281 | $2.58M | 2.16% | +26,281 | New |
| HCR Wealth Advisors | 26,459 | $2.60M | 0.40% | −961−3.5% | Reduced |
| Independent Advisor Alliance | 26,469 | $2.60M | 0.13% | +1,301+5.2% | Added |
| CMT Capital Markets Trading GmbH | 26,558 | $2.61M | 0.75% | −77,924−74.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 26,610 | $2.61M | 0.02% | −515−1.9% | Reduced |
| Pensionfund DSM Netherlands | 26,800 | $2.63M | 0.30% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 26,869 | $2.64M | 1.48% | −611−2.2% | Reduced |
| Geneos Wealth Management Inc. | 27,167 | $2.67M | 0.10% | +1,345+5.2% | Added |
| Bluefin Capital Management, LLC | 27,182 | $2.67M | 0.21% | +12,693+87.6% | Added |
| Virtu Financial LLC | 27,200 | $2.67M | 0.27% | +6,483+31.3% | Added |
| Dimension Capital Management LLC | 27,211 | $2.67M | 0.50% | +270+1.0% | Added |
| Community Trust & Investment Co | 27,415 | $2.69M | 0.21% | +1,732+6.7% | Added |
| AE Wealth Management LLC | 27,618 | $2.71M | 0.02% | +3,459+14.3% | Added |
| Carret Asset Management, LLC | 27,648 | $2.71M | 0.30% | −205−0.7% | Reduced |
| National Asset Management, Inc. | 27,682 | $2.72M | 0.08% | +2,170+8.5% | Added |
| Union Heritage Capital, LLC | 27,747 | $2.72M | 1.28% | 00.0% | Unchanged |
| Regions Financial Corp | 27,821 | $2.73M | 0.02% | −1,745−5.9% | Reduced |
| Park Avenue Securities LLC | 28,180 | $2.77M | 0.05% | +1,816+6.9% | Added |
| Heron Financial Group, LLC | 26,792 | $2.79M | 1.50% | −1,470−5.2% | Reduced |
| Freedom Day Solutions, LLC | 28,449 | $2.79M | 1.12% | −1,037−3.5% | Reduced |