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 |
|---|---|---|---|---|---|
| Highlander Capital Management, LLC | 2,500 | $245.0K | 0.11% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,510 | $246.0K | 0.01% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2,511 | $246.0K | 0.03% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 2,534 | $248.7K | 0.02% | +21+0.8% | Added |
| Hyman Charles D | 2,537 | $249.0K | 0.02% | −200−7.3% | Reduced |
| Wedge Capital Management L L P | 2,533 | $249.0K | 0.00% | −67−2.6% | Reduced |
| Americana Partners, LLC | 2,548 | $250.0K | 0.05% | −599−19.0% | Reduced |
| Kolinsky Wealth Management, LLC | 2,549 | $250.0K | 0.23% | +2,549 | New |
| Keystone Financial Group | 2,556 | $251.0K | 0.04% | −20−0.8% | Reduced |
| Jacobi Capital Management LLC | 2,557 | $251.0K | 0.03% | +1,043+68.9% | Added |
| Summit Global Investments | 2,563 | $252.0K | 0.02% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 2,575 | $253.0K | 0.14% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 2,609 | $256.0K | 0.10% | −1,115−29.9% | Reduced |
| Maxele Advisors, LLC | 2,615 | $256.7K | 0.30% | +2,615 | New |
| Washington Trust Bank | 2,610 | $257.0K | 0.02% | −47,452−94.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,628 | $257.0K | 0.11% | +2,628 | New |
| Blueshift Asset Management, LLC | 2,632 | $258.0K | 0.02% | −26,831−91.1% | Reduced |
| Oakworth Capital, Inc. | 2,630 | $258.0K | 0.02% | +300+12.9% | Added |
| Biltmore Family Office, LLC | 2,626 | $258.0K | 0.05% | +2,626 | New |
| Powell Investment Advisors, LLC | 2,637 | $259.0K | 0.15% | +18+0.7% | Added |
| Clear Creek Financial Management, LLC | 2,650 | $260.0K | 0.04% | +150+6.0% | Added |
| Asset Allocation & Management Company, LLC | 2,660 | $261.0K | 0.09% | +2,660 | New |
| Weatherly Asset Management L. P. | 2,684 | $263.0K | 0.03% | 00.0% | Unchanged |
| Harrington Investments, INC | 2,675 | $263.0K | 0.14% | +250+10.3% | Added |
| Journey Strategic Wealth LLC | 2,679 | $263.0K | 0.03% | +2,679 | New |
| Atlas Capital Advisors LLC | 2,681 | $263.2K | 0.04% | −183−6.4% | Reduced |
| L2 Asset Management, LLC | 2,690 | $264.0K | 0.18% | +2,690 | New |
| Reik & Co., LLC | 2,703 | $265.0K | 0.06% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,702 | $265.0K | 0.17% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,698 | $265.0K | 0.01% | +460+20.6% | Added |
| ProVise Management Group, LLC | 2,712 | $266.0K | 0.02% | −93−3.3% | Reduced |
| Cozad Asset Management Inc | 2,710 | $266.0K | 0.04% | 00.0% | Unchanged |
| Univest Financial Corp | 2,713 | $266.0K | 0.07% | +156+6.1% | Added |
| Broadleaf Partners, LLC | 2,719 | $267.0K | 0.08% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,734 | $268.0K | 0.00% | −22−0.8% | Reduced |
| Doheny Asset Management | 2,726 | $268.0K | 0.19% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2,745 | $269.0K | 0.08% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,745 | $269.0K | 0.06% | +76+2.8% | Added |
| Fortitude Advisory Group L.L.C. | 2,737 | $269.0K | 0.14% | +2,737 | New |
| Formidable Asset Management, LLC | 2,596 | $270.0K | 0.05% | −111−4.1% | Reduced |
| Fieldpoint Private Securities, LLC | 2,755 | $270.0K | 0.05% | +635+30.0% | Added |
| Wealth Advisors of Iowa, LLC | 2,750 | $270.0K | 0.15% | +2,750 | New |
| Rockland Trust Co | 2,761 | $271.0K | 0.02% | 00.0% | Unchanged |
| Tatro Capital, LLC | 2,762 | $271.0K | 0.19% | +215+8.4% | Added |
| Humankind Investments LLC | 2,793 | $274.0K | 0.11% | +382+15.8% | Added |
| New Century Advisors, LLC | 2,790 | $274.0K | 0.26% | +2,790 | New |
| CVA Family Office, LLC | 2,798 | $275.0K | 0.07% | +1,576+129.0% | Added |
| American State Bank (Iowa) | 2,808 | $275.6K | 0.19% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,808 | $276.0K | 0.07% | +328+13.2% | Added |
| Fort Sheridan Advisors LLC | 2,809 | $276.0K | 0.08% | +740+35.8% | Added |
| Planned Solutions, Inc. | 2,807 | $276.0K | 0.19% | +2,807 | New |
| Syntax Advisors, LLC | 2,808 | $276.0K | 0.20% | +2,808 | New |
| Greenspring Advisors, LLC | 2,810 | $276.0K | 0.07% | +2,810 | New |
| Maryland Capital Management | 2,832 | $278.0K | 0.02% | +2,832 | New |
| Wagner Wealth Management, LLC | 2,838 | $279.0K | 0.21% | +160+6.0% | Added |
| Newbridge Financial Services Group, Inc. | 2,839 | $279.0K | 0.13% | +2,827+23,558.3% | Added |
| Pathway Financial Advisors LLC | 2,717 | $279.0K | 0.10% | +2,717 | New |
| Norway Savings Bank | 2,852 | $280.0K | 0.12% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 2,854 | $280.0K | 0.09% | +41+1.5% | Added |
| Sompo Asset Management Co., Ltd. | 2,870 | $281.0K | 0.06% | +270+10.4% | Added |
| Wealthsource Partners, LLC | 2,862 | $281.0K | 0.02% | +386+15.6% | Added |
| Vigilare Wealth Management | 2,860 | $281.0K | 0.17% | +2,860 | New |
| McLean Asset Management Corp | 2,736 | $282.0K | 0.11% | −56−2.0% | Reduced |
| Wimmer Associates 1, LLC | 2,872 | $282.0K | 0.15% | −20−0.7% | Reduced |
| Leisure Capital Management | 2,871 | $282.0K | 0.13% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 2,876 | $282.0K | 0.01% | +2,876 | New |
| Leonteq Securities AG | 2,888 | $283.5K | 0.01% | +2,888 | New |
| DRW Securities, LLC | 2,896 | $284.0K | 0.02% | −42,727−93.7% | Reduced |
| NovaPoint Capital, LLC | 2,890 | $284.0K | 0.10% | +2,890 | New |
| Tanager Wealth Management LLP | 2,901 | $285.0K | 0.22% | +2,901 | New |
| Ridgewood Investments LLC | 2,911 | $286.0K | 0.18% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 2,915 | $286.0K | 0.07% | +152+5.5% | Added |
| Capstone Financial Advisors, Inc. | 2,918 | $286.0K | 0.02% | +193+7.1% | Added |
| NBT Bank N A | 2,932 | $288.0K | 0.04% | −271−8.5% | Reduced |
| Royal Fund Management, LLC | 2,944 | $288.0K | 0.04% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,933 | $288.0K | 0.03% | +2,933 | New |
| LGL Partners, LLC | 2,933 | $288.0K | 0.03% | +2,933 | New |
| Sheaff Brock Investment Advisors, LLC | 2,945 | $289.0K | 0.03% | +48+1.7% | Added |
| Measured Wealth Private Client Group, LLC | 2,945 | $289.0K | 0.10% | +131+4.7% | Added |
| Ssi Investment Management LLC | 2,961 | $291.0K | 0.02% | −5−0.2% | Reduced |
| Harbour Investments, Inc. | 2,975 | $292.0K | 0.02% | −9,936−77.0% | Reduced |
| Segment Wealth Management, LLC | 2,987 | $293.0K | 0.03% | +2,987 | New |
| Spirit of America Management Corp | 3,000 | $294.0K | 0.06% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 3,000 | $294.0K | 0.25% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,999 | $294.0K | 0.01% | +2,999 | New |
| Five Oceans Advisors | 3,001 | $295.0K | 0.26% | +124+4.3% | Added |
| David R. Rahn & Associates Inc. | 3,013 | $296.0K | 0.13% | +13+0.4% | Added |
| Janney Capital Management LLC | 3,023 | $297.0K | 0.02% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 3,025 | $297.0K | 0.20% | +3,025 | New |
| Tradition Wealth Management, LLC | 3,040 | $298.0K | 0.04% | +138+4.8% | Added |
| Berkeley Capital Partners, LLC | 3,044 | $299.0K | 0.12% | +397+15.0% | Added |
| Objective Capital Management, LLC | 3,042 | $299.0K | 0.21% | +3,042 | New |
| Covington Capital Management | 3,055 | $300.0K | 0.01% | +354+13.1% | Added |
| Castleview Partners, LLC | 29,448 | $300.0K | 0.00% | +29,448 | New |
| David Loasby | 3,058 | $300.0K | 0.04% | +3,058 | New |
| Roundview Capital LLC | 3,062 | $301.0K | 0.03% | +829+37.1% | Added |
| 180 Wealth Advisors, LLC | 3,065 | $303.0K | 0.07% | −1,331−30.3% | Reduced |
| Private Asset Management Inc | 3,082 | $303.0K | 0.04% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 3,080 | $303.0K | 0.02% | +762+32.9% | Added |
| Highland Capital Management, LLC | 3,100 | $304.0K | 0.02% | −500−13.9% | Reduced |