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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 7,051 | $692.0K | 0.02% | +150+2.2% | Added |
| HM Payson & Co | 7,065 | $694.0K | 0.02% | +1,816+34.6% | Added |
| First National Bank of Hutchinson | 7,077 | $695.0K | 0.40% | +217+3.2% | Added |
| TriaGen Wealth Management LLC | 7,093 | $696.0K | 0.34% | −4,057−36.4% | Reduced |
| Somerville Kurt F | 7,095 | $696.0K | 0.10% | −252−3.4% | Reduced |
| First Midwest Bank Trust Division | 7,091 | $696.0K | 0.09% | −42−0.6% | Reduced |
| Global Financial Private Client, LLC | 7,132 | $700.1K | 0.34% | +1,131+18.8% | Added |
| Orca Investment Management, LLC | 7,160 | $703.0K | 0.58% | −354−4.7% | Reduced |
| Waldron Private Wealth LLC | 7,162 | $703.0K | 0.03% | +402+5.9% | Added |
| Lokken Investment Group LLC | 7,207 | $707.0K | 0.50% | +240+3.4% | Added |
| Woodmont Investment Counsel LLC | 7,234 | $710.0K | 0.09% | +7,234 | New |
| Fortem Financial Group, LLC | 7,266 | $713.0K | 0.33% | −1,895−20.7% | Reduced |
| Bard Financial Services, Inc. | 7,320 | $719.0K | 0.06% | +875+13.6% | Added |
| Asset Dedication, LLC | 7,351 | $721.0K | 0.09% | +883+13.7% | Added |
| Resource Consulting Group Inc | 7,356 | $722.0K | 0.26% | +7,356 | New |
| Trilogy Capital Inc. | 7,364 | $723.0K | 0.05% | −2,130−22.4% | Reduced |
| Gofen & Glossberg LLC | 7,386 | $725.0K | 0.02% | −255−3.3% | Reduced |
| WESPAC Advisors, LLC | 7,381 | $725.0K | 0.49% | −69−0.9% | Reduced |
| Welch & Forbes LLC | 7,389 | $725.0K | 0.01% | +156+2.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,400 | $726.0K | 0.09% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,475 | $734.0K | 0.27% | −200−2.6% | Reduced |
| Barings LLC | 7,477 | $734.0K | 0.02% | +1,859+33.1% | Added |
| Hoey Investments, Inc | 7,487 | $735.0K | 0.19% | +200+2.7% | Added |
| Shufro Rose & Co LLC | 7,495 | $736.0K | 0.05% | −500−6.3% | Reduced |
| Red Cedar Investment Management, LLC | 7,501 | $736.0K | 0.09% | 00.0% | Unchanged |
| Maven Securities LTD | 7,516 | $738.0K | 0.09% | +7,516 | New |
| Quilter Plc | 7,380 | $739.0K | 0.02% | −2,484−25.2% | Reduced |
| Verdence Capital Advisors LLC | 7,550 | $741.0K | 0.09% | −3,781−33.4% | Reduced |
| Congress Wealth Management LLC | 7,551 | $741.0K | 0.01% | +7,551 | New |
| Lombard Odier Asset Management (Europe) Ltd | 7,611 | $747.0K | 0.03% | +7,611 | New |
| Canton Hathaway, LLC | 7,627 | $749.0K | 0.20% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 7,640 | $750.0K | 0.02% | −169−2.2% | Reduced |
| Cim Investment Mangement Inc | 7,660 | $752.0K | 0.23% | −151−1.9% | Reduced |
| Pendal Group Limited | 7,698 | $756.0K | 0.01% | −409−5.0% | Reduced |
| Cambridge Trust Co | 7,716 | $757.0K | 0.02% | +1,729+28.9% | Added |
| Glen Eagle Advisors, LLC | 7,753 | $761.1K | 0.20% | +1,360+21.3% | Added |
| Parsec Financial Management, Inc. | 7,768 | $762.0K | 0.03% | −3,409−30.5% | Reduced |
| Meridian Investment Counsel Inc. | 7,796 | $765.0K | 0.25% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 7,641 | $766.0K | 0.57% | +1,862+32.2% | Added |
| Circle Wealth Management, LLC | 7,828 | $768.0K | 0.10% | +34+0.4% | Added |
| Sentinel Trust Co Lba | 7,819 | $768.0K | 0.09% | +7,819 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 8,186 | $773.0K | 0.50% | +8,186 | New |
| Blueprint Investment Partners LLC | 7,885 | $774.0K | 0.19% | +2,028+34.6% | Added |
| Pennsylvania Capital Management Inc | 7,890 | $774.0K | 0.26% | 00.0% | Unchanged |
| Gries Financial LLC | 7,897 | $775.0K | 0.32% | −8,131−50.7% | Reduced |
| Busey Wealth Management | 7,895 | $775.0K | 0.03% | −1,196−13.2% | Reduced |
| Renaissance Investment Group LLC | 7,898 | $775.0K | 0.18% | +8+0.1% | Added |
| Hilltop Holdings Inc. | 7,915 | $776.0K | 0.08% | −1,891−19.3% | Reduced |
| TRUE Private Wealth Advisors | 7,913 | $776.0K | 0.11% | +89+1.1% | Added |
| Colony Group LLC | 7,980 | $783.0K | 0.01% | −9,547−54.5% | Reduced |
| Orion Portfolio Solutions, LLC | 7,979 | $783.0K | 0.03% | +553+7.4% | Added |
| NexWave Capital Partners LLC | 8,000 | $785.0K | 1.82% | −3,208−28.6% | Reduced |
| Platte River Wealth Advisors, LLC | 7,410 | $785.0K | 0.27% | +1,010+15.8% | Added |
| Valeo Financial Advisors, LLC | 8,128 | $798.0K | 0.04% | +745+10.1% | Added |
| Good Life Advisors, LLC | 8,149 | $800.0K | 0.10% | −21−0.3% | Reduced |
| Proficio Capital Partners LLC | 8,168 | $802.0K | 0.11% | −64−0.8% | Reduced |
| Independent Investors Inc | 8,216 | $806.0K | 0.17% | −500−5.7% | Reduced |
| Fort Point Capital Partners LLC | 8,212 | $806.0K | 0.11% | −84−1.0% | Reduced |
| Echo Street Capital Management LLC | 8,213 | $806.0K | 0.01% | +623+8.2% | Added |
| Strategic Blueprint, LLC | 8,300 | $815.0K | 0.10% | −509−5.8% | Reduced |
| Private Trust Co NA | 8,301 | $815.0K | 0.11% | +532+6.8% | Added |
| Salzhauer Michael | 21,140 | $819.0K | 0.31% | +14,000+196.1% | Added |
| Harbor Investment Advisory, LLC | 8,351 | $820.0K | 0.10% | +198+2.4% | Added |
| Bull Street Advisors, LLC | 8,379 | $822.0K | 0.39% | −750−8.2% | Reduced |
| Community Bank, N.A. | 8,397 | $824.0K | 0.10% | +1,700+25.4% | Added |
| P.A.W. Capital Corp | 8,500 | $834.0K | 0.77% | −500−5.6% | Reduced |
| E&G Advisors, LP | 8,500 | $834.0K | 0.21% | +199+2.4% | Added |
| Western Wealth Management, LLC | 8,497 | $835.0K | 0.08% | +8,497 | New |
| Shulman DeMeo Asset Management LLC | 8,513 | $836.0K | 0.22% | −22−0.3% | Reduced |
| New Vernon Investment Management LLC | 8,550 | $839.0K | 1.34% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 8,579 | $842.0K | 0.04% | +8,579 | New |
| First Horizon Advisors, Inc. | 8,611 | $844.0K | 0.03% | −928−9.7% | Reduced |
| Legacy Bridge, LLC | 8,594 | $844.0K | 0.44% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 8,606 | $845.0K | 0.61% | +1,067+14.2% | Added |
| Burke & Herbert Bank & Trust Co | 8,616 | $846.0K | 0.50% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8,714 | $855.0K | 0.05% | +102+1.2% | Added |
| Fulcrum Asset Management LLP | – | $856.0K | 0.42% | – | – |
| Core Wealth Advisors, Inc. | 8,747 | $859.0K | 0.51% | −2,633−23.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $866.0K | 0.09% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 8,819 | $866.0K | 0.04% | +2,046+30.2% | Added |
| Wintrust Investments LLC | 8,846 | $868.0K | 0.08% | +8,846 | New |
| Stableford Capital II LLC | 8,871 | $870.0K | 0.37% | +3,703+71.7% | Added |
| Ulland Investment Advisors, LLC | 8,875 | $871.0K | 0.56% | +8,875 | New |
| Jefferies Group LLC | 8,909 | $874.5K | 0.02% | −57,941−86.7% | Reduced |
| Advisors Capital Management, LLC | 8,915 | $875.0K | 0.02% | +91+1.0% | Added |
| Magnus Financial Group LLC | 8,993 | $883.0K | 0.17% | +1,548+20.8% | Added |
| Outlook Wealth Advisors, LLC | 9,043 | $888.0K | 0.26% | +73+0.8% | Added |
| GraniteShares Advisors LLC | 9,067 | $890.0K | 0.41% | +9,067 | New |
| Corsair Capital Management, L.P. | 9,091 | $892.0K | 0.17% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 9,133 | $896.0K | 0.01% | −1,864−17.0% | Reduced |
| Smithfield Trust Co | 9,177 | $898.0K | 0.06% | −95−1.0% | Reduced |
| Fort Washington Investment Advisors Inc | 9,169 | $900.0K | 0.01% | −138−1.5% | Reduced |
| W Advisors, LLC | 9,169 | $900.0K | 0.67% | +9,169 | New |
| Equitable Holdings, Inc. | 9,180 | $901.0K | 0.01% | +1,437+18.6% | Added |
| Henshaw Capital LLC | 9,224 | $905.4K | 0.05% | 00.0% | Unchanged |
| Qtron Investments LLC | 9,228 | $906.0K | 0.20% | −2,361−20.4% | Reduced |
| Venturi Wealth Management, LLC | 9,236 | $907.0K | 0.07% | −346−3.6% | Reduced |
| StoneX Group Inc. | 9,283 | $911.2K | 0.10% | +4,517+94.8% | Added |
| Seeyond | 9,309 | $913.0K | 0.08% | −2,966−24.2% | Reduced |
| Brighton Jones LLC | 9,462 | $929.0K | 0.04% | +1,496+18.8% | Added |