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 |
|---|---|---|---|---|---|
| Ibex Wealth Advisors | 28,700 | $2.82M | 0.50% | +1,390+5.1% | Added |
| Venture Visionary Partners LLC | 28,794 | $2.83M | 0.18% | +846+3.0% | Added |
| Capital International Inc | 28,944 | $2.84M | 0.03% | −2,528−8.0% | Reduced |
| Palisade Asset Management, LLC | 28,956 | $2.84M | 0.32% | +114+0.4% | Added |
| Occidental Asset Management, LLC | 28,962 | $2.84M | 0.68% | +1,069+3.8% | Added |
| Eagle Asset Management Inc | 28,781 | $2.84M | 0.01% | +28,781 | New |
| Equitable Trust Co | 29,143 | $2.86M | 0.18% | −9,862−25.3% | Reduced |
| Aureus Asset Management, LLC | 29,239 | $2.87M | 0.18% | +4,598+18.7% | Added |
| Bowling Portfolio Management LLC | 29,347 | $2.88M | 0.60% | −585−2.0% | Reduced |
| Parallel Advisors, LLC | 29,562 | $2.90M | 0.11% | −89−0.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 29,836 | $2.93M | 0.05% | −3,971−11.7% | Reduced |
| Sowell Financial Services LLC | 29,944 | $2.94M | 0.17% | +692+2.4% | Added |
| American National Insurance Co | 29,975 | $2.94M | 0.65% | −150,340−83.4% | Reduced |
| Maltese Capital Management LLC | 30,000 | $2.94M | 0.48% | −10,000−25.0% | Reduced |
| Gifford Fong Associates | 30,000 | $2.94M | 0.52% | 00.0% | Unchanged |
| Foster & Motley Inc | 30,014 | $2.95M | 0.23% | −51−0.2% | Reduced |
| Los Angeles Capital Management LLC | 30,549 | $3.00M | 0.01% | −10,060−24.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 31,150 | $3.06M | 0.19% | +1,307+4.4% | Added |
| Lipe & Dalton | 31,175 | $3.06M | 1.45% | −1,123−3.5% | Reduced |
| Deltec Asset Management LLC | 31,200 | $3.06M | 0.50% | +10,200+48.6% | Added |
| Cutler Group LP | 31,478 | $3.09M | 0.21% | +13,731+77.4% | Added |
| Kempen Capital Management N.V. | 31,509 | $3.09M | 0.10% | −801−2.5% | Reduced |
| Cigna Investments Inc | 31,904 | $3.13M | 0.25% | −12,192−27.6% | Reduced |
| Dynamic Advisor Solutions LLC | 32,278 | $3.17M | 0.23% | +833+2.6% | Added |
| Raymond James Trust N.A. | 32,358 | $3.18M | 0.09% | +3,757+13.1% | Added |
| Duality Advisers, LP | 32,433 | $3.18M | 0.34% | −46,663−59.0% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 32,443 | $3.19M | 2.36% | +450+1.4% | Added |
| Redpoint Investment Management Pty Ltd | 32,758 | $3.22M | 0.26% | −1,351−4.0% | Reduced |
| Lido Advisors, LLC | 32,862 | $3.23M | 0.06% | +19,499+145.9% | Added |
| Varma Mutual Pension Insurance Co | 32,911 | $3.23M | 0.05% | 00.0% | Unchanged |
| Helios Capital Management Pte. Ltd | 33,000 | $3.24M | 2.94% | +33,000 | New |
| Cohen Klingenstein LLC | 31,400 | $3.25M | 0.13% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 33,170 | $3.26M | 0.04% | +835+2.6% | Added |
| IMC-Chicago, LLC | 33,276 | $3.27M | 0.13% | +20,933+169.6% | Added |
| Symmetry Partners, LLC | 33,292 | $3.27M | 0.21% | −1,058−3.1% | Reduced |
| Chase Investment Counsel Corp | 33,394 | $3.28M | 1.31% | −42−0.1% | Reduced |
| KMG Fiduciary Partners, LLC | 33,464 | $3.29M | 0.51% | −6,988−17.3% | Reduced |
| Wetherby Asset Management Inc | 33,569 | $3.30M | 0.19% | +464+1.4% | Added |
| Greenleaf Trust | 34,012 | $3.34M | 0.04% | +2,815+9.0% | Added |
| Hennessy Advisors Inc | 34,100 | $3.35M | 0.19% | −400−1.2% | Reduced |
| Modera Wealth Management, LLC | 34,260 | $3.36M | 0.13% | −11,423−25.0% | Reduced |
| Cresset Asset Management, LLC | 37,352 | $3.41M | 0.03% | −2,794−7.0% | Reduced |
| Old Second National Bank of Aurora | 51,062 | $3.42M | 1.02% | −14,256−21.8% | Reduced |
| Assetmark, Inc | 35,086 | $3.44M | 0.01% | +7,382+26.6% | Added |
| Assenagon Asset Management S.A. | 35,155 | $3.45M | 0.01% | +1,639+4.9% | Added |
| Great Diamond Partners, LLC | 35,256 | $3.46M | 0.89% | −394−1.1% | Reduced |
| Northeast Investment Management | 35,282 | $3.46M | 0.17% | −2,553−6.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 35,531 | $3.49M | 0.57% | +11,941+50.6% | Added |
| Affinity Investment Advisors, LLC | 35,550 | $3.49M | 1.40% | −613−1.7% | Reduced |
| Xcel Wealth Management, LLC | 35,600 | $3.49M | 0.90% | +10,454+41.6% | Added |
| Prudential PLC | 36,120 | $3.55M | 0.05% | +36,120 | New |
| Sculati Wealth Management, LLC | 36,156 | $3.55M | 1.72% | +328+0.9% | Added |
| Sciencast Management LP | 34,621 | $3.59M | 0.63% | +13,008+60.2% | Added |
| Tdam USA Inc. | 36,618 | $3.59M | 0.22% | −3,975−9.8% | Reduced |
| Everence Capital Management Inc | 36,741 | $3.61M | 0.27% | +6,810+22.8% | Added |
| Avantax Advisory Services, Inc. | 36,860 | $3.62M | 0.05% | +1,276+3.6% | Added |
| KCM Investment Advisors LLC | 37,163 | $3.65M | 0.13% | +1,417+4.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 37,175 | $3.65M | 0.04% | −1,207−3.1% | Reduced |
| Pathstone Family Office, LLC | 37,887 | $3.72M | 0.09% | +7,291+23.8% | Added |
| United Fire Group Inc | 38,000 | $3.73M | 1.75% | +20,000+111.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 38,037 | $3.73M | 0.35% | −460−1.2% | Reduced |
| Logan Capital Management Inc | 38,321 | $3.76M | 0.16% | +344+0.9% | Added |
| Stephens Inc | 38,497 | $3.78M | 0.06% | −12,640−24.7% | Reduced |
| Cetera Advisor Networks LLC | 39,067 | $3.81M | 0.05% | +7,353+23.2% | Added |
| TBH Global Asset Management, LLC | 39,057 | $3.83M | 0.79% | +97+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 39,137 | $3.84M | 0.22% | −2,505−6.0% | Reduced |
| Sigma Planning Corp | 39,192 | $3.85M | 0.11% | +6,996+21.7% | Added |
| Castleark Management LLC | 39,200 | $3.85M | 0.14% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 39,381 | $3.89M | 0.26% | +4,792+13.9% | Added |
| MRJ Capital Inc | 39,666 | $3.89M | 2.25% | −2,242−5.3% | Reduced |
| Prelude Capital Management, LLC | 39,889 | $3.92M | 0.19% | −13,669−25.5% | Reduced |
| Cerity Partners LLC | 40,012 | $3.92M | 0.06% | +9,803+32.5% | Added |
| Leverage Partners Absolute Return Fund SPC | 40,000 | $3.93M | 2.26% | +40,000 | New |
| Caption Management, LLC | 40,000 | $3.93M | 0.24% | −14,800−27.0% | Reduced |
| Pinnbrook Capital Management LP | 40,047 | $3.93M | 3.16% | +40,047 | New |
| Steward Partners Investment Advisory, LLC | 40,190 | $3.94M | 0.06% | +2,225+5.9% | Added |
| Patten & Patten Inc | 40,275 | $3.95M | 0.27% | −50−0.1% | Reduced |
| Lincluden Management Ltd | 40,330 | $3.96M | 0.36% | −400−1.0% | Reduced |
| Tocqueville Asset Management L.P. | 41,051 | $4.03M | 0.06% | −577−1.4% | Reduced |
| Regent Investment Management LLC | 41,470 | $4.07M | 0.89% | −8,625−17.2% | Reduced |
| Hancock Whitney Corp | 41,843 | $4.11M | 0.13% | −2,741−6.1% | Reduced |
| Hunter Associates Investment Management LLC | 41,923 | $4.12M | 1.18% | −300−0.7% | Reduced |
| Morse Asset Management, Inc | 42,058 | $4.13M | 0.92% | −165−0.4% | Reduced |
| Level Four Advisory Services, LLC | 42,244 | $4.15M | 0.32% | −852−2.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 42,362 | $4.16M | 0.16% | −400−0.9% | Reduced |
| Glenmede Trust Co NA | 42,495 | $4.17M | 0.02% | +2,168+5.4% | Added |
| Institutional & Family Asset Management, LLC | 42,562 | $4.18M | 0.65% | −1,756−4.0% | Reduced |
| KCS Wealth Advisory | 42,654 | $4.19M | 1.68% | +297+0.7% | Added |
| A. D. Beadell Investment Counsel, Inc. | 42,800 | $4.20M | 2.63% | −325−0.8% | Reduced |
| Comerica Securities,inc. | 43,099 | $4.23M | 0.27% | +1,582+3.8% | Added |
| JustInvest LLC | 43,188 | $4.24M | 0.25% | +14,747+51.9% | Added |
| Mitchell Capital Management Co | 43,574 | $4.28M | 0.87% | +921+2.2% | Added |
| Massmutual Trust Co FSB | 43,796 | $4.30M | 0.16% | +132+0.3% | Added |
| Huntington National Bank | 43,968 | $4.32M | 0.04% | +933+2.2% | Added |
| Joel Isaacson & Co., LLC | 44,099 | $4.33M | 0.30% | +25+0.1% | Added |
| Mayflower Financial Advisors, LLC | 44,735 | $4.39M | 0.58% | +456+1.0% | Added |
| Roanoke Asset Management Corp | 44,788 | $4.40M | 1.46% | −490−1.1% | Reduced |
| Heritage Trust Co | 44,859 | $4.40M | 0.56% | −2,050−4.4% | Reduced |
| Aigen Investment Management, LP | 44,688 | $4.43M | 0.27% | +31,385+235.9% | Added |
| TownSquare Capital, LLC | 45,122 | $4.43M | 0.11% | +4,390+10.8% | Added |