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 |
|---|---|---|---|---|---|
| Rpo LLC | 3,100 | $304.0K | 0.11% | +3,100 | New |
| Enterprise Financial Services Corp | 3,112 | $305.0K | 0.05% | −15,870−83.6% | Reduced |
| Golden Green, Inc. | 3,118 | $306.0K | 0.25% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 3,127 | $306.9K | 0.17% | +3,127 | New |
| Aaron Wealth Advisors | 3,144 | $308.0K | 0.09% | +568+22.0% | Added |
| Hartline Investment Corp | 3,156 | $310.0K | 0.04% | +3,156 | New |
| DGS Capital Management, LLC | 3,159 | $310.0K | 0.19% | +3,159 | New |
| JT Stratford LLC | 3,165 | $311.0K | 0.09% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 3,173 | $311.0K | 0.01% | +11+0.3% | Added |
| Whittier Trust Co of Nevada Inc | 3,178 | $312.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,189 | $313.0K | 0.15% | −2−0.1% | Reduced |
| Hoylecohen, LLC | 3,200 | $314.0K | 0.03% | −869−21.4% | Reduced |
| Kore Private Wealth LLC | 3,206 | $315.0K | 0.04% | −4,214−56.8% | Reduced |
| West Bancorporation Inc | 3,208 | $315.0K | 0.25% | +3,208 | New |
| Choate Investment Advisors | 3,219 | $316.0K | 0.02% | +159+5.2% | Added |
| Boyd Watterson Asset Management LLC | 3,239 | $318.0K | 0.11% | −8−0.2% | Reduced |
| Guerra Pan Advisors, LLC | 3,239 | $318.0K | 0.32% | +3,239 | New |
| Beck Mack & Oliver LLC | 3,250 | $319.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 3,250 | $319.0K | 0.28% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,291 | $323.0K | 0.05% | +22+0.7% | Added |
| Bragg Financial Advisors, Inc | 3,329 | $324.0K | 0.02% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 3,190 | $324.0K | 0.06% | +33+1.0% | Added |
| Twin Focus Capital Partners, LLC | 3,311 | $325.0K | 0.07% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3,313 | $325.0K | 0.02% | +51+1.6% | Added |
| Round Table Services, LLC | 3,320 | $326.0K | 0.06% | −150−4.3% | Reduced |
| CNB Bank | 3,331 | $327.0K | 0.18% | −251−7.0% | Reduced |
| Washington Trust Advisors, Inc. | 3,345 | $328.0K | 0.02% | +3,345 | New |
| Crescent Grove Advisors, LLC | 3,349 | $329.0K | 0.03% | +3,349 | New |
| Pinnacle Bancorp, Inc. | 3,357 | $330.0K | 0.12% | +155+4.8% | Added |
| Intercontinental Wealth Advisors, LLC | 3,392 | $333.0K | 0.07% | −964−22.1% | Reduced |
| Riverwater Partners LLC | 3,400 | $334.0K | 0.30% | +3,400 | New |
| King Wealth | 3,445 | $338.0K | 0.06% | 00.0% | Unchanged |
| First Foundation Advisors | 3,446 | $338.0K | 0.01% | +783+29.4% | Added |
| Hancock Whitney Investment Services Inc. | 3,457 | $338.0K | 0.06% | +3,457 | New |
| Resource Management, LLC | 3,467 | $340.0K | 0.04% | −548−13.6% | Reduced |
| AXS Investments LLC | 3,473 | $341.0K | 0.08% | −20,065−85.2% | Reduced |
| Jones Financial Companies LLLP | 3,470 | $341.0K | 0.00% | +311+9.8% | Added |
| Arete Wealth Advisors, LLC | 3,859 | $341.0K | 0.03% | +380+10.9% | Added |
| Pearl River Capital, LLC | 3,479 | $341.0K | 0.09% | +3,479 | New |
| DT Investment Partners, LLC | 3,492 | $343.0K | 0.04% | −2,176−38.4% | Reduced |
| Financial Advocates Investment Management | 3,894 | $343.0K | 0.02% | −125−3.1% | Reduced |
| Boenning & Scattergood, Inc. | 3,494 | $343.0K | 0.05% | +252+7.8% | Added |
| Red Cedar Capital, LLC | 3,500 | $344.0K | 0.20% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,509 | $344.0K | 0.02% | +5+0.1% | Added |
| Horizon Wealth Management, LLC | 3,504 | $344.0K | 0.10% | +3,504 | New |
| SOL Capital Management CO | 3,520 | $346.0K | 0.06% | 00.0% | Unchanged |
| Marathon Capital Management | 3,560 | $349.0K | 0.08% | −27−0.8% | Reduced |
| Pflug Koory, LLC | 3,560 | $349.0K | 0.18% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,387 | $349.0K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,577 | $351.0K | 0.34% | −2,875−44.6% | Reduced |
| Coastal Investment Advisors, Inc. | 3,577 | $351.0K | 0.08% | −19−0.5% | Reduced |
| Ascent Group, LLC | 3,565 | $352.0K | 0.04% | +3,565 | New |
| Paces Ferry Wealth Advisors, LLC | 3,629 | $356.0K | 0.26% | −370−9.3% | Reduced |
| Ropes Wealth Advisors LLC | 3,638 | $357.0K | 0.06% | −258−6.6% | Reduced |
| Carmel Capital Partners, LLC | 3,635 | $357.0K | 0.27% | +3,635 | New |
| Evernest Financial Advisors, LLC | 4,177 | $358.7K | 0.19% | +4,177 | New |
| Quantinno Capital Management LP | 3,656 | $359.0K | 0.06% | +3,656 | New |
| ASB Consultores, LLC | 3,664 | $360.0K | 0.18% | +3,664 | New |
| Wilkinson Global Asset Management LLC | 3,700 | $363.0K | 0.02% | −70−1.9% | Reduced |
| EverSource Wealth Advisors, LLC | 3,706 | $363.0K | 0.10% | +3,706 | New |
| Kaizen Financial Strategies | 3,710 | $364.0K | 0.27% | +25+0.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,715 | $365.0K | 0.02% | +20+0.5% | Added |
| HYA Advisors, Inc | 3,726 | $366.0K | 0.13% | +14+0.4% | Added |
| OneAscent Financial Services LLC | 3,732 | $366.0K | 0.70% | +3,732 | New |
| Ameritas Advisory Services, LLC | 3,726 | $366.0K | 0.01% | +3,726 | New |
| Drive Wealth Management, LLC | 3,726 | $366.0K | 0.32% | +3,726 | New |
| Meitav Dash Investments Ltd | 3,719 | $367.0K | 0.01% | −1,791−32.5% | Reduced |
| Buffington Mohr McNeal | 3,750 | $368.0K | 0.06% | 00.0% | Unchanged |
| Overbrook Management Corp | 3,764 | $369.0K | 0.07% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 3,779 | $370.0K | 0.00% | −321,553−98.8% | Reduced |
| Cohen & Steers, Inc. | 3,767 | $370.0K | 0.00% | 00.0% | Unchanged |
| Willner & Heller, LLC | 3,799 | $370.0K | 0.49% | +3,799 | New |
| Beirne Wealth Consulting Services, LLC | 3,800 | $372.0K | 0.20% | +200+5.6% | Added |
| Harvest Fund Management Co., Ltd | 3,772 | $372.0K | 0.06% | +586+18.4% | Added |
| CPWM, LLC | 3,831 | $373.0K | 0.03% | 00.0% | Unchanged |
| City State Bank | 3,825 | $375.0K | 0.23% | +3,825 | New |
| Pineno Levin & Ford Asset Management, Inc. | 3,830 | $376.0K | 0.11% | +200+5.5% | Added |
| Graypoint LLC | 3,841 | $377.0K | 0.04% | +525+15.8% | Added |
| Park National Corp | 3,850 | $378.0K | 0.01% | −200−4.9% | Reduced |
| Financial Management Professionals, Inc. | 3,849 | $378.0K | 0.08% | +1,015+35.8% | Added |
| Deuterium Capital Management, LLC | 3,853 | $378.0K | 0.56% | +3,853 | New |
| Cornerstone Wealth Management, LLC | 3,870 | $380.0K | 0.04% | −37−0.9% | Reduced |
| Trustmark National Bank Trust Department | 3,885 | $381.0K | 0.03% | +95+2.5% | Added |
| First International Bank & Trust | 3,897 | $383.0K | 0.13% | +3,897 | New |
| Enlightenment Research, LLC | 3,911 | $384.0K | 0.55% | −17,857−82.0% | Reduced |
| MidWestOne Financial Group, Inc. | 3,916 | $384.0K | 0.08% | 00.0% | Unchanged |
| Centric Wealth Management | 3,908 | $384.0K | 0.13% | +32+0.8% | Added |
| Altus Wealth Group LLC | 3,923 | $385.0K | 0.32% | +5+0.1% | Added |
| Pinnacle Private Wealth, LLC | 3,936 | $386.0K | 0.12% | +3,936 | New |
| Amplius Wealth Advisors, LLC | 3,945 | $387.0K | 0.05% | +3,945 | New |
| Davis R M Inc | 3,971 | $390.0K | 0.01% | −362−8.4% | Reduced |
| Grandfield & Dodd, LLC | 3,949 | $390.0K | 0.03% | +40+1.0% | Added |
| Sunflower Bank, N.A. | 4,004 | $393.0K | 0.05% | −385−8.8% | Reduced |
| GHP Investment Advisors, Inc. | 4,006 | $393.0K | 0.03% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 4,000 | $393.0K | 0.11% | 00.0% | Unchanged |
| Accuvest Global Advisors | 4,029 | $395.0K | 0.17% | +4,029 | New |
| First Financial Bank - Trust Division | 4,036 | $396.0K | 0.04% | −71−1.7% | Reduced |
| Destination Wealth Management | 4,047 | $397.0K | 0.01% | +18+0.4% | Added |
| Summit Trail Advisors, LLC | 4,054 | $398.0K | 0.03% | +403+11.0% | Added |
| Farmers National Bank | 4,060 | $398.5K | 0.13% | −62−1.5% | Reduced |