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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| Lenox Wealth Advisors, LLC | 1,601 | $157.0K | 0.02% | −71−4.2% | Reduced |
| Cranbrook Wealth Management, LLC | 1,632 | $160.0K | 0.03% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 1,685 | $165.0K | 0.03% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,708 | $168.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 1,724 | $169.0K | 0.00% | +139+8.8% | Added |
| FinTrust Capital Advisors, LLC | 1,765 | $173.0K | 0.04% | −202−10.3% | Reduced |
| Addison Advisors LLC | 1,776 | $174.0K | 0.11% | +1,544+665.5% | Added |
| Austin Private Wealth, LLC | 1,843 | $181.0K | 0.04% | −397−17.7% | Reduced |
| American National Bank | 1,842 | $181.0K | 0.04% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,843 | $181.0K | 0.02% | +13+0.7% | Added |
| Blue Bell Private Wealth Management, LLC | 1,883 | $185.0K | 0.05% | +1,883 | New |
| Sandy Spring Bank | 1,900 | $186.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,916 | $188.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,939 | $190.0K | 0.02% | +1+0.1% | Added |
| Barrett Asset Management, LLC | 1,944 | $191.0K | 0.01% | +709+57.4% | Added |
| Old North State Trust, LLC | 1,962 | $193.0K | 0.14% | 00.0% | Unchanged |
| Interactive Financial Advisors | 2,000 | $196.0K | 0.07% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 2,035 | $200.0K | 0.05% | +2,035 | New |
| Premier Asset Management LLC | 11,043 | $201.0K | 0.03% | −209−1.9% | Reduced |
| Menard Financial Group LLC | 2,048 | $201.0K | 0.16% | −492−19.4% | Reduced |
| Beaumont Financial Partners, LLC | 2,051 | $201.0K | 0.01% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,980 | $201.0K | 0.27% | +1,980 | New |
| Aprio Wealth Management, LLC | 2,052 | $201.0K | 0.08% | +2,052 | New |
| Girard Partners Ltd. | 2,058 | $202.0K | 0.02% | +2,058 | New |
| Petrus Trust Company, LTA | 2,054 | $202.0K | 0.02% | +2,054 | New |
| Clarity Financial LLC | 2,058 | $202.0K | 0.03% | +2,058 | New |
| NuWave Investment Management, LLC | 2,067 | $203.0K | 0.23% | −3,101−60.0% | Reduced |
| Compagnie Lombard Odier SCmA | 2,066 | $203.0K | 0.00% | −400−16.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 2,072 | $203.0K | 0.05% | −50−2.4% | Reduced |
| CenterStar Asset Management, LLC | – | $203.0K | 0.15% | – | – |
| TrueWealth Advisors, LLC | 2,070 | $203.0K | 0.09% | +2,070 | New |
| Mount Yale Investment Advisors, LLC | 2,077 | $204.0K | 0.02% | −3,202−60.7% | Reduced |
| Valley National Advisers Inc | 2,081 | $204.0K | 0.04% | +8+0.4% | Added |
| SignalPoint Asset Management, LLC | 2,079 | $204.0K | 0.06% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,097 | $205.0K | 0.05% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,085 | $205.0K | 0.11% | +2,085 | New |
| Newman Dignan & Sheerar, Inc. | 2,085 | $205.0K | 0.06% | +2,085 | New |
| Change Path, LLC | 2,098 | $206.0K | 0.01% | −415−16.5% | Reduced |
| Northwest Bancshares, Inc. | 2,109 | $207.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 2,115 | $208.0K | 0.01% | −173−7.6% | Reduced |
| Firestone Capital Management | 2,122 | $208.0K | 0.07% | −155−6.8% | Reduced |
| Benjamin Edwards Inc | 2,117 | $208.0K | 0.07% | +126+6.3% | Added |
| IMA Wealth, Inc. | 2,129 | $209.0K | 0.05% | −253−10.6% | Reduced |
| Operose Advisors LLC | 2,124 | $209.0K | 0.17% | +2,124 | New |
| RFG Advisory, LLC | 2,148 | $211.0K | 0.01% | +2,148 | New |
| Brave Asset Management Inc | 2,160 | $212.0K | 0.06% | +60+2.9% | Added |
| Sandy Cove Advisors, LLC | 2,160 | $212.0K | 0.18% | +2,160 | New |
| Zacks Investment Management | 2,166 | $213.0K | 0.00% | −1,286−37.3% | Reduced |
| ZWJ Investment Counsel Inc | 2,167 | $213.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 2,167 | $213.0K | 0.03% | +2,167 | New |
| Bank Ozk | 2,179 | $214.0K | 0.09% | −350−13.8% | Reduced |
| Fiduciary Group LLC | 2,181 | $214.0K | 0.02% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 2,192 | $215.0K | 0.09% | +2,192 | New |
| LWM Advisory Services, LLC | 2,190 | $215.0K | 0.27% | +2,190 | New |
| Groesbeck Investment Management Corp | 2,200 | $216.0K | 0.27% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 2,200 | $216.0K | 0.09% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 2,198 | $216.0K | 0.08% | +2,198 | New |
| Stokes Family Office, LLC | 2,202 | $216.0K | 0.03% | +2,202 | New |
| First Affirmative Financial Network | 2,206 | $217.0K | 0.20% | −155−6.6% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,208 | $217.0K | 0.12% | −8−0.4% | Reduced |
| TrinityPoint Wealth, LLC | 2,224 | $218.0K | 0.04% | −903−28.9% | Reduced |
| G2 Capital Management, LLC | 2,234 | $219.0K | 0.08% | +2,234 | New |
| Essex Savings Bank | 2,239 | $220.0K | 0.07% | −50−2.2% | Reduced |
| LCNB Corp | 2,244 | $220.0K | 0.10% | 00.0% | Unchanged |
| Claro Advisors LLC | 2,243 | $220.0K | 0.08% | +2,243 | New |
| Icon Wealth Partners, LLC | 2,250 | $221.0K | 0.02% | −944−29.6% | Reduced |
| Hodges Capital Management Inc. | 2,250 | $221.0K | 0.02% | −20−0.9% | Reduced |
| Flaharty Asset Management, LLC | 2,255 | $221.0K | 0.04% | +2,255 | New |
| Chicago Capital, LLC | 2,262 | $222.0K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,266 | $222.0K | 0.04% | +2,266 | New |
| Riversedge Advisors, LLC | 2,273 | $223.0K | 0.07% | +70+3.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,284 | $224.0K | 0.06% | 00.0% | Unchanged |
| Terry L. Blaker | 2,277 | $224.0K | 0.02% | +2,277 | New |
| Cable Hill Partners, LLC | 2,284 | $224.0K | 0.05% | +2,284 | New |
| Mission Wealth Management, LP | 2,292 | $225.0K | 0.01% | +2,292 | New |
| Flynn Zito Capital Management, LLC | 2,293 | $225.0K | 0.19% | +2,293 | New |
| Game Creek Capital, LP | 2,300 | $226.0K | 0.11% | −325−12.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 2,300 | $226.0K | 0.00% | +2,300 | New |
| Richwood Investment Advisors, LLC | 2,302 | $226.0K | 0.20% | +2,302 | New |
| Alley Co LLC | 2,314 | $227.0K | 0.04% | +2,314 | New |
| Karpas Strategies, LLC | 2,320 | $228.0K | 0.07% | 00.0% | Unchanged |
| Forte Capital LLC | 2,356 | $231.0K | 0.03% | +20+0.9% | Added |
| Almanack Investment Partners, LLC. | 2,366 | $232.0K | 0.02% | +276+13.2% | Added |
| Amussen Hunsaker Associates LLC | 2,257 | $233.0K | 0.06% | −35−1.5% | Reduced |
| Investment Partners, Ltd. | 2,388 | $234.0K | 0.10% | +2,388 | New |
| Chicago Trust Co NA | 2,400 | $235.0K | 0.05% | −735−23.4% | Reduced |
| Ellsworth Advisors, LLC | 2,395 | $235.0K | 0.09% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,406 | $236.0K | 0.04% | +2,406 | New |
| Boston Trust Walden Corp | 2,423 | $238.0K | 0.00% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 2,418 | $238.0K | 0.08% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,429 | $238.0K | 0.19% | +2,429 | New |
| REDW Wealth LLC | 2,433 | $239.0K | 0.07% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,438 | $239.0K | 0.09% | +2,438 | New |
| Cornercap Investment Counsel Inc | 2,440 | $240.0K | 0.03% | −1,535−38.6% | Reduced |
| Sargent Bickham Lagudis LLC | 2,442 | $240.0K | 0.02% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 2,490 | $244.0K | 0.14% | −444−15.1% | Reduced |
| Associated Banc-Corp | 2,488 | $244.0K | 0.01% | −432−14.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 2,490 | $244.0K | 0.08% | −85−3.3% | Reduced |
| Missouri Trust & Investment Co | 2,490 | $244.0K | 0.14% | +2,490 | New |
| N.E.W. Advisory Services LLC | 2,495 | $245.0K | 0.04% | −17−0.7% | Reduced |