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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 4,078 | $400.0K | 0.02% | −10,648−72.3% | Reduced |
| Marcum Wealth, LLC | 4,088 | $401.0K | 0.06% | −626−13.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,086 | $401.0K | 0.08% | −42−1.0% | Reduced |
| Frontier Wealth Management LLC | 4,099 | $402.0K | 0.03% | +12+0.3% | Added |
| Great Lakes Advisors, LLC | 4,110 | $403.0K | 0.01% | −866−17.4% | Reduced |
| B. Riley Wealth Management, Inc. | 4,107 | $403.0K | 0.03% | +490+13.5% | Added |
| Allred Capital Management, LLC | 4,128 | $405.0K | 0.20% | −48−1.1% | Reduced |
| Integrated Investment Consultants, LLC | 4,127 | $405.0K | 0.11% | +689+20.0% | Added |
| First Pacific Advisors, LP | 4,160 | $408.0K | 0.01% | +4,160 | New |
| Carlson Capital Management | 4,196 | $412.0K | 0.04% | +76+1.8% | Added |
| First Citizens Financial Corp | 4,208 | $413.0K | 0.30% | −109−2.5% | Reduced |
| Evergreen Capital Management LLC | 4,210 | $413.0K | 0.02% | −20−0.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 4,209 | $413.0K | 0.08% | +2,009+91.3% | Added |
| Redhawk Wealth Advisors, Inc. | 4,213 | $414.0K | 0.11% | +290+7.4% | Added |
| Curi Capital | 4,228 | $415.0K | 0.07% | +118+2.9% | Added |
| HBK Investments L P | 4,240 | $416.0K | 0.01% | −11,874−73.7% | Reduced |
| Eads & Heald Wealth Management | 4,246 | $417.0K | 0.18% | −625−12.8% | Reduced |
| Laidlaw Wealth Management LLC | 4,246 | $417.0K | 0.07% | +4,246 | New |
| CX Institutional | 4,268 | $419.0K | 0.03% | +89+2.1% | Added |
| NewEdge Wealth, LLC | 4,272 | $419.0K | 0.02% | +574+15.5% | Added |
| Adirondack Trust Co | 4,280 | $420.0K | 0.20% | +65+1.5% | Added |
| Pinnacle Financial Partners Inc | 4,284 | $420.0K | 0.01% | +14+0.3% | Added |
| Alpha Cubed Investments, LLC | 4,277 | $420.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,275 | $420.0K | 0.06% | +2,600+155.2% | Added |
| Zions Bancorporation, N.A. | 4,297 | $422.0K | 0.04% | +23+0.5% | Added |
| Hudock, Inc. | 4,315 | $423.0K | 0.12% | +324+8.1% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 4,309 | $423.0K | 0.14% | +4,309 | New |
| Rosenberg Matthew Hamilton | 4,332 | $425.0K | 0.15% | +93+2.2% | Added |
| Alliance Wealth Advisors, LLC | 4,335 | $426.0K | 0.35% | 00.0% | Unchanged |
| Tower Bridge Advisors | 4,342 | $426.2K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 4,382 | $430.0K | 0.11% | −9,150−67.6% | Reduced |
| Haverford Trust Co | 4,399 | $432.0K | 0.00% | −297−6.3% | Reduced |
| Aj Wealth Strategies, LLC | 4,400 | $432.0K | 0.02% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 4,400 | $432.0K | 0.16% | +2,740+165.1% | Added |
| Astrantus Ltd | 4,406 | $432.0K | 0.32% | +4,406 | New |
| Avantax Planning Partners, Inc. | 4,419 | $434.0K | 0.02% | −150−3.3% | Reduced |
| Vivaldi Capital Management, LLC | 4,425 | $434.0K | 0.10% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,432 | $435.0K | 0.06% | −238−5.1% | Reduced |
| West Family Investments, Inc. | 4,439 | $436.0K | 0.12% | −471−9.6% | Reduced |
| Radnor Capital Management, LLC | 4,440 | $436.0K | 0.11% | +4,440 | New |
| IHT Wealth Management, LLC | 4,447 | $437.0K | 0.03% | +58+1.3% | Added |
| Bahl & Gaynor Inc | 4,460 | $438.0K | 0.00% | +25+0.6% | Added |
| Canvas Wealth Advisors, LLC | 4,461 | $438.0K | 0.16% | +393+9.7% | Added |
| SkyView Investment Advisors, LLC | 4,462 | $438.0K | 0.10% | +1,296+40.9% | Added |
| Interchange Capital Partners, LLC | 4,483 | $440.0K | 0.44% | −2,178−32.7% | Reduced |
| Independent Financial Group, LLC | 4,488 | $440.5K | 0.04% | −19−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,489 | $441.0K | 0.02% | +642+16.7% | Added |
| Berger Financial Group, Inc | 4,507 | $442.0K | 0.06% | +462+11.4% | Added |
| Johanson Financial Advisors, Inc. | 4,527 | $444.0K | 0.14% | +911+25.2% | Added |
| Ipswich Investment Management Co., Inc. | 4,532 | $445.0K | 0.10% | −200−4.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,538 | $445.0K | 0.01% | −61−1.3% | Reduced |
| Eastern Bank | 4,538 | $446.0K | 0.02% | −298−6.2% | Reduced |
| Legacy Financial Advisors, Inc. | 4,562 | $448.0K | 0.10% | +102+2.3% | Added |
| Private Capital Group, LLC | 4,595 | $451.0K | 0.10% | −2,128−31.7% | Reduced |
| ACG Wealth | 4,607 | $452.0K | 0.06% | −1,021−18.1% | Reduced |
| Fort Pitt Capital Group, LLC | 4,640 | $455.0K | 0.02% | −38−0.8% | Reduced |
| Miracle Mile Advisors, LLC | 4,641 | $456.0K | 0.02% | −223−4.6% | Reduced |
| KLCM Advisors, Inc. | 4,647 | $456.0K | 0.10% | −131−2.7% | Reduced |
| Hamilton Capital, LLC | 4,644 | $456.0K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,650 | $456.0K | 0.18% | +500+12.0% | Added |
| Berkshire Bank | 4,651 | $457.0K | 0.10% | +997+27.3% | Added |
| Strategic Wealth Partners, Ltd. | 4,668 | $458.0K | 0.09% | +319+7.3% | Added |
| BLB&B Advisors, LLC | 4,677 | $459.0K | 0.03% | −2,026−30.2% | Reduced |
| Executive Wealth Group LLC | 4,677 | $459.1K | 0.28% | +33+0.7% | Added |
| Vantage Financial Partners Ltd., Inc. | 4,700 | $461.0K | 0.23% | +1,400+42.4% | Added |
| Carnegie Capital Asset Management, LLC | 4,694 | $461.0K | 0.02% | +1,990+73.6% | Added |
| Little House Capital LLC | 4,718 | $463.0K | 0.24% | +883+23.0% | Added |
| LVZ Advisors, Inc. | 4,732 | $464.0K | 0.06% | 00.0% | Unchanged |
| Private Capital Management LLC | 4,728 | $464.0K | 0.16% | +4,728 | New |
| Kistler-Tiffany Companies, LLC | 4,736 | $465.0K | 0.09% | +431+10.0% | Added |
| Perritt Capital Management Inc | 4,760 | $467.0K | 0.24% | −75−1.6% | Reduced |
| Chelsea Counsel Co | 4,776 | $469.0K | 0.20% | 00.0% | Unchanged |
| Allworth Financial LP | 4,786 | $470.0K | 0.01% | +801+20.1% | Added |
| Omnia Family Wealth, LLC | 4,794 | $471.0K | 0.29% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 4,810 | $472.0K | 0.12% | −590−10.9% | Reduced |
| Geller Advisors LLC | 4,818 | $473.0K | 0.09% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4,833 | $474.0K | 0.10% | +4,125+582.6% | Added |
| Rothschild Investment Corp | 4,851 | $476.0K | 0.04% | +49+1.0% | Added |
| Sunbelt Securities, Inc. | 4,497 | $478.0K | 0.08% | +1,242+38.2% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 4,900 | $480.0K | 0.33% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 4,917 | $483.0K | 0.28% | −647−11.6% | Reduced |
| Sendero Wealth Management, LLC | 4,954 | $486.0K | 0.22% | +4,954 | New |
| Ledyard National Bank | 4,977 | $489.0K | 0.05% | +43+0.9% | Added |
| X-Square Capital, LLC | 4,993 | $490.0K | 0.25% | +70+1.4% | Added |
| Southport Management, L.L.C. | 5,000 | $490.8K | 1.75% | −5,000−50.0% | Reduced |
| Davidson Investment Advisors | 5,009 | $492.0K | 0.04% | −150−2.9% | Reduced |
| Anchor Investment Management, LLC | 5,030 | $493.7K | 0.06% | +987+24.4% | Added |
| Crawford Investment Counsel Inc | 5,028 | $494.0K | 0.01% | −255−4.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 5,038 | $494.5K | 0.12% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 5,038 | $495.0K | 0.08% | −1,813−26.5% | Reduced |
| Eqis Capital Management, Inc. | 5,039 | $495.0K | 0.04% | +259+5.4% | Added |
| Cullinan Associates Inc | 5,041 | $495.0K | 0.03% | +5,041 | New |
| Jackson Square Capital, LLC | 5,055 | $496.0K | 0.14% | −96−1.9% | Reduced |
| Annex Advisory Services, LLC | 5,059 | $497.0K | 0.03% | +5,059 | New |
| Peoples Bank | 5,075 | $498.0K | 0.25% | −115−2.2% | Reduced |
| IFP Advisors, Inc | 5,068 | $498.0K | 0.01% | +165+3.4% | Added |
| Strategic Financial Services, Inc, | 5,082 | $499.0K | 0.04% | 00.0% | Unchanged |
| Skba Capital Management LLC | 5,100 | $501.0K | 0.09% | −1,450−22.1% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 4,627 | $501.0K | 0.24% | +32+0.7% | Added |
| Wellington Shields Capital Management, LLC | 5,132 | $504.0K | 0.06% | +300+6.2% | Added |