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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| 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 |
|---|---|---|---|---|---|
| AlphaMark Advisors, LLC | 400 | $39.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 400 | $39.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 400 | $39.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 412 | $40.0K | 0.02% | +12+3.0% | Added |
| Solstein Capital, LLC | 451 | $44.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 499 | $49.0K | 0.01% | −11−2.2% | Reduced |
| BDO Wealth Advisors, LLC | 502 | $49.0K | 0.01% | +43+9.4% | Added |
| Horan Securities, Inc. | 500 | $49.0K | 0.03% | +500 | New |
| Riggs Asset Managment Co. Inc. | 513 | $50.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 519 | $51.0K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 523 | $51.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 524 | $51.0K | 0.01% | +51+10.8% | Added |
| Monolith Advisors | 517 | $51.0K | 0.04% | +517 | New |
| Carroll Financial Associates, Inc. | 547 | $54.0K | 0.00% | −45−7.6% | Reduced |
| First Command Bank | 567 | $55.0K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 568 | $55.0K | 0.02% | +568 | New |
| First Command Financial Services, Inc. | 567 | $56.0K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 583 | $57.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 581 | $57.0K | 0.03% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 594 | $58.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 586 | $58.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 593 | $58.0K | 0.03% | +492+487.1% | Added |
| Brewin Dolphin Ltd | 602 | $59.0K | 0.00% | −19,938−97.1% | Reduced |
| AllSquare Wealth Management LLC | 598 | $59.0K | 0.03% | −98−14.1% | Reduced |
| Professional Financial Advisors, LLC | 601 | $59.0K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 613 | $60.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 624 | $61.0K | 0.04% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 625 | $61.0K | 0.04% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 623 | $61.0K | 0.02% | +150+31.7% | Added |
| Widmann Financial Services, Inc. | 637 | $62.0K | 0.05% | +637 | New |
| Estabrook Capital Management | 650 | $63.8K | 0.01% | +50+8.3% | Added |
| Creative Financial Designs Inc | 663 | $65.0K | 0.01% | −39−5.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 663 | $65.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 680 | $67.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 682 | $67.0K | 0.02% | +2+0.3% | Added |
| Smith Group Asset Management, LLC | 688 | $68.0K | 0.00% | +218+46.4% | Added |
| Hanson & Doremus Investment Management | 694 | $68.0K | 0.01% | +375+117.6% | Added |
| Bell Investment Advisors, Inc | 710 | $70.0K | 0.02% | +71+11.1% | Added |
| Twin Lakes Capital Management, LLC | 720 | $71.0K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 752 | $74.0K | 0.01% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 750 | $74.0K | 0.07% | +750 | New |
| Rocky Mountain Advisers, LLC | 760 | $75.0K | 0.09% | +4+0.5% | Added |
| Gemmer Asset Management LLC | 784 | $77.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 796 | $78.1K | 0.07% | +796 | New |
| Corsicana & Co. | 807 | $79.0K | 0.05% | 00.0% | Unchanged |
| Park Circle Co | 800 | $79.0K | 0.06% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 800 | $79.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 811 | $80.0K | 0.05% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 826 | $81.0K | 0.04% | +826 | New |
| TSFG, LLC | 839 | $82.0K | 0.03% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 842 | $83.0K | 0.04% | +316+60.1% | Added |
| Tilia Fiduciary Partners, Inc. | 841 | $83.0K | 0.07% | +841 | New |
| Stonebridge Capital Advisors LLC | 870 | $85.0K | 0.01% | +33+3.9% | Added |
| Sutton Wealth Advisors Inc. | 881 | $86.5K | 0.03% | +12+1.4% | Added |
| Cedar Mountain Advisors, LLC | 889 | $87.0K | 0.03% | +4+0.5% | Added |
| Brown, Lisle/Cummings, Inc. | 925 | $90.8K | 0.05% | +925 | New |
| Cedar Wealth Management, LLC | 922 | $91.0K | 0.04% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 958 | $94.0K | 0.02% | +30+3.2% | Added |
| Bogart Wealth, LLC | 977 | $96.0K | 0.01% | 00.0% | Unchanged |
| WD Rutherford LLC | 975 | $96.0K | 0.05% | 00.0% | Unchanged |
| First National Bank of South Miami | 1,000 | $98.0K | 0.06% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,001 | $98.0K | 0.02% | +194+24.0% | Added |
| Ford Financial Group, LLC | 1,000 | $98.0K | 0.03% | +1,000 | New |
| Citizens National Bank Trust Department | 1,014 | $100.0K | 0.04% | +1,014 | New |
| Plante Moran Financial Advisors, LLC | 1,033 | $101.0K | 0.02% | +684+196.0% | Added |
| Crewe Advisors LLC | 1,033 | $101.0K | 0.02% | +1,033 | New |
| McIlrath & Eck, LLC | 1,051 | $103.0K | 0.03% | +81+8.4% | Added |
| Eukles Asset Management | 1,067 | $105.0K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 1,065 | $105.0K | 0.07% | +5+0.5% | Added |
| Fortis Advisors, LLC | 1,099 | $108.0K | 0.06% | +8+0.7% | Added |
| Optiver Holding B.V. | 1,119 | $109.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 1,109 | $109.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,034 | $109.0K | 0.04% | +19+1.9% | Added |
| Exane Derivatives | 1,133 | $111.2K | 0.03% | −5,600−83.2% | Reduced |
| PSI Advisors, LLC | 1,178 | $116.0K | 0.05% | −659−35.9% | Reduced |
| West Paces Advisors Inc. | 1,189 | $116.7K | 0.04% | +50+4.4% | Added |
| Reilly Financial Advisors, LLC | 1,189 | $117.0K | 0.01% | +73+6.5% | Added |
| Hexagon Capital Partners LLC | 1,198 | $118.0K | 0.03% | +501+71.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,234 | $121.0K | 0.08% | +130+11.8% | Added |
| Farmers & Merchants Investments Inc | 1,234 | $121.0K | 0.00% | +250+25.4% | Added |
| Dividend Assets Capital, LLC | 1,267 | $124.0K | 0.02% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,278 | $125.0K | 0.05% | −950−42.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,300 | $128.0K | 0.02% | +219+20.3% | Added |
| Burleson & Company, LLC | 1,329 | $130.0K | 0.02% | +6+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,323 | $130.0K | 0.00% | +27+2.1% | Added |
| Gleason Group, Inc. | 1,335 | $131.0K | 0.04% | +9+0.7% | Added |
| Bedel Financial Consulting, Inc. | 1,348 | $132.0K | 0.04% | +154+12.9% | Added |
| Silvant Capital Management LLC | 1,357 | $133.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,364 | $134.0K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,371 | $135.0K | 0.01% | −785−36.4% | Reduced |
| Wolff Wiese Magana LLC | 1,373 | $135.0K | 0.09% | −777−36.1% | Reduced |
| Laffer Tengler Investments | 1,415 | $138.9K | 0.04% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,484 | $146.0K | 0.09% | −438−22.8% | Reduced |
| Vectors Research Management, LLC | 1,503 | $148.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,550 | $152.0K | 0.02% | +1,550 | New |
| Eagle Bay Advisors LLC | 1,574 | $155.0K | 0.10% | −1,527−49.2% | Reduced |
| Rock Creek Group, LP | 1,582 | $155.0K | 0.02% | −489−23.6% | Reduced |
| Key Financial Inc | 1,584 | $155.0K | 0.08% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,813 | $156.0K | 0.10% | +113+6.6% | Added |
| AlphaCentric Advisors LLC | 1,596 | $157.0K | 0.05% | −2,839−64.0% | Reduced |