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 |
|---|---|---|---|---|---|
| Pekin Hardy Strauss, Inc. | 9,470 | $930.0K | 0.13% | +930+10.9% | Added |
| Parcion Private Wealth LLC | 9,465 | $936.0K | 0.08% | −2,303−19.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 9,535 | $936.0K | 0.06% | −1,547−14.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 9,500 | $938.0K | 0.03% | +675+7.6% | Added |
| Maltin Wealth Management, Inc. | 9,574 | $940.0K | 0.57% | +4,065+73.8% | Added |
| Trust Co of Vermont | 9,588 | $941.0K | 0.06% | +158+1.7% | Added |
| 44 Wealth Management LLC | 9,594 | $942.0K | 0.33% | −3,355−25.9% | Reduced |
| Washington Trust Co | 9,818 | $963.0K | 0.04% | −1,120−10.2% | Reduced |
| Engine No. 1 LLC | 9,826 | $965.0K | 0.20% | +1,963+25.0% | Added |
| Stonnington Group, LLC | 9,200 | $974.0K | 0.21% | +200+2.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,986 | $980.0K | 0.32% | −23−0.2% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $982.0K | 0.02% | −257,090−96.3% | Reduced |
| Ulysses Management LLC | 10,000 | $982.0K | 0.17% | +1,000+11.1% | Added |
| Eagle Rock Investment Company, LLC | 10,000 | $982.0K | 0.19% | +10,000 | New |
| Resources Investment Advisors, LLC. | 10,048 | $986.0K | 0.04% | −514−4.9% | Reduced |
| Clarkston Capital Partners, LLC | 10,061 | $988.0K | 0.02% | +10,061 | New |
| Accurate Wealth Management, LLC | 7,391 | $992.0K | 0.82% | +65+0.9% | Added |
| Leith Wheeler Investment Counsel Ltd. | 10,101 | $992.0K | 0.14% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 10,174 | $999.0K | 0.02% | +533+5.5% | Added |
| Gryphon Financial Partners LLC | 10,204 | $1.00M | 0.20% | −1,609−13.6% | Reduced |
| Lake Street Financial LLC | 10,224 | $1.00M | 0.18% | +10,224 | New |
| Brown Brothers Harriman & Co | 10,374 | $1.02M | 0.01% | −161−1.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,377 | $1.02M | 0.50% | +10,377 | New |
| Sage Rhino Capital LLC | 10,393 | $1.02M | 0.29% | −323−3.0% | Reduced |
| OPSEU Pension Plan Trust Fund | 9,879 | $1.02M | 0.23% | +964+10.8% | Added |
| Gladstone Institutional Advisory LLC | 10,421 | $1.02M | 0.08% | −13,774−56.9% | Reduced |
| Columbia Trust Co 01012016 | 10,555 | $1.03M | 0.54% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 10,432 | $1.03M | 0.37% | −734−6.6% | Reduced |
| Brookstone Capital Management | 9,934 | $1.03M | 0.02% | +334+3.5% | Added |
| Childress Capital Advisors, LLC | 10,599 | $1.04M | 0.43% | −1,309−11.0% | Reduced |
| King Luther Capital Management Corp | 9,310 | $1.05M | 0.00% | +981+11.8% | Added |
| Roberts Capital Advisors, LLC | 10,785 | $1.06M | 0.99% | +10,785 | New |
| Muhlenkamp & Co Inc | 10,805 | $1.06M | 0.37% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 10,808 | $1.06M | 0.04% | +6,023+125.9% | Added |
| Washburn Capital Management, Inc. | 10,865 | $1.07M | 0.63% | +1,375+14.5% | Added |
| Apollon Wealth Management, LLC | 10,897 | $1.07M | 0.09% | +2,815+34.8% | Added |
| Atlas Private Wealth Advisors | 10,981 | $1.08M | 0.50% | −30.0% | Reduced |
| Ironwood Investment Counsel, LLC | 11,034 | $1.08M | 0.25% | +796+7.8% | Added |
| Two Sigma Securities, LLC | 11,035 | $1.08M | 0.21% | +11,035 | New |
| Hills Bank & Trust Co | 11,089 | $1.09M | 0.15% | −777−6.5% | Reduced |
| Stevens Capital Management LP | 11,114 | $1.09M | 0.25% | −17,792−61.6% | Reduced |
| NCM Capital Management, LLC | 11,111 | $1.09M | 0.97% | +11,111 | New |
| MBB Public Markets I LLC | 11,131 | $1.09M | 0.02% | +11,131 | New |
| Long Run Wealth Advisors, LLC | 11,190 | $1.09M | 0.38% | +11,190 | New |
| Vanguard Capital Wealth Advisors | 11,173 | $1.10M | 0.79% | −90−0.8% | Reduced |
| Whittier Trust Co | 11,230 | $1.10M | 0.02% | −1,000−8.2% | Reduced |
| GFG Capital, LLC | 11,258 | $1.10M | 0.33% | −23−0.2% | Reduced |
| Horizon Investments, LLC | 11,351 | $1.11M | 0.03% | +684+6.4% | Added |
| Ar Asset Management Inc | 11,400 | $1.12M | 0.28% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 11,410 | $1.12M | 0.67% | +654+6.1% | Added |
| Norris Financial Group, LLC | 11,444 | $1.12M | 0.68% | −1,093−8.7% | Reduced |
| Quadrant Capital Group LLC | 11,521 | $1.13M | 0.13% | −401−3.4% | Reduced |
| Magnetar Financial LLC | 11,562 | $1.14M | 0.01% | −2,511−17.8% | Reduced |
| Capital International Sarl | 11,569 | $1.14M | 0.05% | +9,020+353.9% | Added |
| United Capital Financial Advisers, LLC | 11,583 | $1.14M | 0.01% | +1,433+14.1% | Added |
| Pallas Capital Advisors LLC | 11,512 | $1.14M | 0.14% | +224+2.0% | Added |
| Diversified Trust Co | 11,688 | $1.15M | 0.04% | −728−5.9% | Reduced |
| Strategic Investment Advisors | 11,723 | $1.15M | 0.22% | +646+5.8% | Added |
| Trust Co of Toledo NA | 11,762 | $1.15M | 0.17% | −67−0.6% | Reduced |
| Claraphi Advisory Network, LLC | 11,780 | $1.16M | 0.40% | +801+7.3% | Added |
| Davenport & Co LLC | 11,775 | $1.16M | 0.01% | +2,014+20.6% | Added |
| Ashton Thomas Private Wealth, LLC | 11,789 | $1.16M | 0.11% | +3,836+48.2% | Added |
| Resurgent Financial Advisors LLC | 11,943 | $1.17M | 0.97% | +11,943 | New |
| Cetera Advisors LLC | 11,953 | $1.17M | 0.02% | −1,913−13.8% | Reduced |
| Salem Investment Counselors Inc | 11,963 | $1.17M | 0.04% | +5,817+94.6% | Added |
| Silvercrest Asset Management Group LLC | 11,978 | $1.18M | 0.01% | −83−0.7% | Reduced |
| Parkside Investments, LLC | 12,000 | $1.18M | 0.23% | +3,000+33.3% | Added |
| Lake Street Advisors Group, LLC | 12,057 | $1.18M | 0.07% | −241−2.0% | Reduced |
| Pacific Global Investment Management CO | 12,221 | $1.20M | 0.22% | +93+0.8% | Added |
| TLWM | 12,221 | $1.20M | 0.40% | +644+5.6% | Added |
| LMR Partners LLP | 12,266 | $1.20M | 0.02% | +12,266 | New |
| J. W. Coons Advisors, LLC | 12,303 | $1.21M | 0.37% | +3,272+36.2% | Added |
| Mather Group, LLC. | 12,367 | $1.21M | 0.02% | +7,617+160.4% | Added |
| Polar Asset Management Partners Inc. | 12,373 | $1.22M | 0.01% | +12,373 | New |
| Legacy Wealth Asset Management, LLC | 12,390 | $1.22M | 0.41% | −790−6.0% | Reduced |
| Viewpoint Capital Management LLC | 12,399 | $1.22M | 0.88% | +12,399 | New |
| Buckley Wealth Management, LLC | 12,410 | $1.22M | 0.36% | +5,995+93.5% | Added |
| SRN Advisors, LLC | 12,411 | $1.22M | 0.44% | +12,411 | New |
| Intersect Capital LLC | 12,427 | $1.22M | 0.23% | +781+6.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 12,439 | $1.22M | 0.01% | −1,800−12.6% | Reduced |
| DCF Advisers, LLC | 12,500 | $1.23M | 0.62% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 12,514 | $1.23M | 0.07% | +309+2.5% | Added |
| Delta Asset Management LLC | 12,516 | $1.23M | 0.11% | −75−0.6% | Reduced |
| Principle Wealth Partners LLC | 12,585 | $1.24M | 0.13% | +128+1.0% | Added |
| Metis Global Partners, LLC | 12,594 | $1.24M | 0.34% | +12,594 | New |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.24M | 0.38% | 00.0% | Unchanged |
| AMG National Trust Bank | 12,689 | $1.25M | 0.04% | +39+0.3% | Added |
| Freedman Financial Associates, Inc. | 12,714 | $1.25M | 0.85% | −256−2.0% | Reduced |
| Avidian Wealth Solutions, LLC | 12,746 | $1.25M | 0.08% | +4,566+55.8% | Added |
| Berkshire Asset Management LLC | 12,758 | $1.25M | 0.08% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 12,755 | $1.25M | 0.54% | +12,755 | New |
| Fulton Bank, N.A. | 12,785 | $1.25M | 0.06% | −442−3.3% | Reduced |
| IPG Investment Advisors LLC | 12,800 | $1.26M | 0.23% | +12,800 | New |
| JB Capital LLC | 12,874 | $1.26M | 0.13% | +1,493+13.1% | Added |
| First National Trust Co | 12,902 | $1.27M | 0.07% | +404+3.2% | Added |
| Adell Harriman & Carpenter Inc | 12,938 | $1.27M | 0.12% | +2,975+29.9% | Added |
| Triangle Securities Wealth Management | 12,965 | $1.27M | 0.40% | −370−2.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 13,019 | $1.28M | 0.11% | +478+3.8% | Added |
| ARGI Investment Services, LLC | 13,004 | $1.28M | 0.04% | +1,006+8.4% | Added |
| Ballentine Partners, LLC | 13,008 | $1.28M | 0.04% | +1,257+10.7% | Added |