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 |
|---|---|---|---|---|---|
| Camden Capital, LLC | 5,152 | $506.0K | 0.11% | −806−13.5% | Reduced |
| Highland Private Wealth Management | 5,186 | $509.0K | 0.06% | −66−1.3% | Reduced |
| North Star Investment Management Corp. | 5,230 | $513.0K | 0.04% | +104+2.0% | Added |
| Clear Harbor Asset Management, LLC | 5,256 | $516.0K | 0.06% | +300+6.1% | Added |
| Summit Financial, LLC | 5,265 | $516.8K | 0.04% | +1,830+53.3% | Added |
| Schechter Investment Advisors, LLC | 5,282 | $518.0K | 0.05% | +5,282 | New |
| Parkside Financial Bank & Trust | 5,295 | $520.0K | 0.13% | −802−13.2% | Reduced |
| V Wealth Advisors LLC | 5,294 | $520.0K | 0.08% | +161+3.1% | Added |
| Perpetual Investment Management Ltd | 5,300 | $520.0K | 0.06% | +1,200+29.3% | Added |
| Bartlett & Co. Wealth Management LLC | 5,325 | $522.7K | 0.01% | +2,185+69.6% | Added |
| Bartlett & Co. LLC | 5,325 | $523.0K | 0.01% | +2,185+69.6% | Added |
| Frisch Financial Group, Inc. | 5,358 | $526.0K | 0.16% | +156+3.0% | Added |
| Mutual Advisors, LLC | 5,369 | $527.0K | 0.03% | −473−8.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,380 | $528.0K | 0.04% | +900+20.1% | Added |
| Alethea Capital Management, LLC | 5,381 | $528.0K | 0.46% | +5,381 | New |
| Rossmore Private Capital | 5,393 | $529.0K | 0.08% | +78+1.5% | Added |
| Personal Cfo Solutions, LLC | 5,400 | $530.0K | 0.10% | −6−0.1% | Reduced |
| BSW Wealth Partners | 5,418 | $532.0K | 0.13% | +1,244+29.8% | Added |
| Advisor Resource Council | 5,439 | $534.0K | 0.04% | +5,439 | New |
| Great Valley Advisor Group, Inc. | 5,480 | $536.0K | 0.03% | −4−0.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,487 | $539.0K | 0.02% | +10.0% | Added |
| Exencial Wealth Advisors, LLC | 5,501 | $540.0K | 0.03% | +3,096+128.7% | Added |
| Ellevest, Inc. | 5,515 | $541.0K | 0.05% | +350+6.8% | Added |
| Evoke Wealth, LLC | 5,506 | $541.0K | 0.02% | +590+12.0% | Added |
| Michael B. Yongue | 5,543 | $544.0K | 0.36% | +1,200+27.6% | Added |
| LS Investment Advisors, LLC | 5,550 | $545.0K | 0.08% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 5,558 | $546.0K | 0.05% | +52+0.9% | Added |
| Sage Mountain Advisors LLC | 5,565 | $546.0K | 0.07% | +1,482+36.3% | Added |
| Evermay Wealth Management LLC | 5,575 | $547.0K | 0.10% | 00.0% | Unchanged |
| Financial Advisors, LLC | 5,590 | $549.0K | 0.17% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 5,596 | $549.0K | 0.42% | +1,105+24.6% | Added |
| Concord Wealth Partners | 5,597 | $549.0K | 0.13% | +3,914+232.6% | Added |
| Bell Bank | 5,618 | $551.0K | 0.06% | 00.0% | Unchanged |
| Pacitti Group Inc. | 5,609 | $551.0K | 0.36% | +15+0.3% | Added |
| Stelac Advisory Services LLC | 5,613 | $551.0K | 0.15% | +345+6.5% | Added |
| Insight 2811, Inc. | 5,621 | $552.0K | 0.31% | +457+8.8% | Added |
| Cape Cod Five Cents Savings Bank | 5,652 | $555.0K | 0.05% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 5,674 | $557.0K | 0.05% | −266−4.5% | Reduced |
| Krane Funds Advisors LLC | 5,696 | $559.0K | 0.01% | −360−5.9% | Reduced |
| Ausdal Financial Partners, Inc. | 5,715 | $561.0K | 0.08% | +1,549+37.2% | Added |
| Tributary Capital Management, LLC | 5,750 | $564.0K | 0.04% | −350−5.7% | Reduced |
| Kovack Advisors, Inc. | 5,780 | $567.0K | 0.05% | +1,703+41.8% | Added |
| Stock Yards Bank & Trust Co | 5,790 | $568.0K | 0.03% | +597+11.5% | Added |
| Moneta Group Investment Advisors LLC | 5,797 | $569.0K | 0.02% | −533−8.4% | Reduced |
| Private Portfolio Partners LLC | 5,799 | $569.3K | 0.15% | +50+0.9% | Added |
| Thomas White International Ltd | 5,820 | $571.0K | 0.09% | 00.0% | Unchanged |
| Wealth Alliance | 5,837 | $573.0K | 0.12% | −62−1.1% | Reduced |
| Donald L. Hagan, LLC | 5,841 | $573.0K | 0.30% | +194+3.4% | Added |
| qPULA Trading Management LP | 5,851 | $574.0K | 1.02% | −3,768−39.2% | Reduced |
| Simmons Bank | 5,850 | $574.0K | 0.04% | +1,295+28.4% | Added |
| Meristem Family Wealth, LLC | 5,915 | $581.0K | 0.05% | +9+0.2% | Added |
| Jackson Creek Investment Advisors LLC | 5,946 | $584.0K | 0.21% | −36−0.6% | Reduced |
| F&V Capital Management, LLC | 5,964 | $585.0K | 0.20% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 5,982 | $587.0K | 0.48% | +5,982 | New |
| Mastrapasqua Asset Management Inc | 6,000 | $589.0K | 0.06% | +100+1.7% | Added |
| Curbstone Financial Management Corp | 6,012 | $590.0K | 0.10% | +400+7.1% | Added |
| Laurel Wealth Advisors, Inc. | 6,051 | $594.0K | 0.05% | +2,347+63.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,117 | $600.0K | 0.03% | +3,239+112.5% | Added |
| Autumn Glory Partners, LLC | 6,114 | $600.0K | 0.25% | +6,114 | New |
| Caas Capital Management LP | 6,150 | $604.0K | 0.06% | −59,580−90.6% | Reduced |
| Duncker Streett & Co Inc | 6,183 | $607.0K | 0.10% | +5+0.1% | Added |
| US Asset Management LLC | 6,231 | $612.0K | 0.59% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 6,243 | $613.0K | 0.41% | 00.0% | Unchanged |
| AIA Group Ltd | 6,252 | $614.0K | 0.03% | −4,131−39.8% | Reduced |
| Stonegate Investment Group, LLC | 6,253 | $614.0K | 0.03% | +6,253 | New |
| Personal Capital Advisors Corp | 6,325 | $615.0K | 0.00% | +386+6.5% | Added |
| Sippican Capital Advisors | 6,290 | $617.0K | 0.52% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 6,254 | $618.0K | 0.07% | +771+14.1% | Added |
| Wedmont Private Capital | 6,053 | $621.0K | 0.19% | +6,053 | New |
| HBK Sorce Advisory LLC | 6,352 | $623.0K | 0.03% | +353+5.9% | Added |
| Zimmermann Investment Management & Planning LLC | 6,368 | $625.0K | 0.35% | +6,368 | New |
| Quent Capital, LLC | 6,370 | $625.0K | 0.13% | +6,370 | New |
| Stratos Wealth Advisors, LLC | 6,412 | $629.0K | 0.05% | +672+11.7% | Added |
| Bank of Hawaii | 6,422 | $630.0K | 0.03% | −8,785−57.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,428 | $630.0K | 0.05% | −150−2.3% | Reduced |
| American Portfolios Advisors | 6,446 | $632.7K | 0.02% | +1,539+31.4% | Added |
| Mechanics Financial Corp | 6,451 | $633.0K | 0.30% | +6,451 | New |
| Lee Danner & Bass Inc | 6,475 | $636.0K | 0.05% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 6,501 | $638.0K | 0.01% | +4+0.1% | Added |
| Arbor Investment Advisors, LLC | 6,520 | $640.0K | 0.12% | −95−1.4% | Reduced |
| Visionary Wealth Advisors | 6,521 | $640.0K | 0.05% | +2,137+48.7% | Added |
| Community Bank of Raymore | 6,540 | $642.0K | 0.28% | 00.0% | Unchanged |
| Brown Capital Management LLC | 6,547 | $643.0K | 0.01% | +1,807+38.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,567 | $645.0K | 0.11% | +90+1.4% | Added |
| RMR Wealth Builders | 6,567 | $645.0K | 0.19% | +3,744+132.6% | Added |
| Deseret Mutual Benefit Administrators | 6,590 | $647.0K | 0.11% | −198−2.9% | Reduced |
| Harbor Advisors LLC | 6,608 | $649.0K | 0.12% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 6,614 | $649.0K | 0.04% | +6,614 | New |
| NorthRock Partners, LLC | 6,702 | $658.0K | 0.05% | +1,868+38.6% | Added |
| Marino, Stram & Associates LLC | 6,744 | $662.0K | 0.20% | +2,073+44.4% | Added |
| Rehmann Capital Advisory Group | 6,749 | $662.5K | 0.06% | +146+2.2% | Added |
| CoreCap Advisors, LLC | 6,784 | $666.0K | 0.04% | +6,784 | New |
| Waterfront Wealth Inc. | 6,830 | $670.0K | 0.27% | +1,987+41.0% | Added |
| J.W. Cole Advisors, Inc. | 6,839 | $671.0K | 0.04% | −241−3.4% | Reduced |
| Asset Management Corp | 6,888 | $676.0K | 0.39% | −521−7.0% | Reduced |
| Aspire Private Capital, LLC | 6,916 | $679.0K | 0.21% | +654+10.4% | Added |
| Rosenblum Silverman Sutton S F Inc | 6,929 | $680.0K | 0.15% | −1,131−14.0% | Reduced |
| IFG Advisors, LLC | 6,932 | $680.0K | 0.29% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 6,979 | $685.0K | 0.04% | −2,427−25.8% | Reduced |
| Robotti Robert | 7,000 | $687.0K | 0.14% | 00.0% | Unchanged |