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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 10,048 | $986.0K | 0.04% | −514−4.9% | 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 |
| Mitchell McLeod Pugh & Williams Inc | 9,986 | $980.0K | 0.32% | −23−0.2% | Reduced |
| Stonnington Group, LLC | 9,200 | $974.0K | 0.21% | +200+2.2% | Added |
| Engine No. 1 LLC | 9,826 | $965.0K | 0.20% | +1,963+25.0% | Added |
| Washington Trust Co | 9,818 | $963.0K | 0.04% | −1,120−10.2% | Reduced |
| 44 Wealth Management LLC | 9,594 | $942.0K | 0.33% | −3,355−25.9% | Reduced |
| Trust Co of Vermont | 9,588 | $941.0K | 0.06% | +158+1.7% | Added |
| Maltin Wealth Management, Inc. | 9,574 | $940.0K | 0.57% | +4,065+73.8% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 9,500 | $938.0K | 0.03% | +675+7.6% | 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 |
| Pekin Hardy Strauss, Inc. | 9,470 | $930.0K | 0.13% | +930+10.9% | Added |
| Brighton Jones LLC | 9,462 | $929.0K | 0.04% | +1,496+18.8% | Added |
| Seeyond | 9,309 | $913.0K | 0.08% | −2,966−24.2% | Reduced |
| StoneX Group Inc. | 9,283 | $911.2K | 0.10% | +4,517+94.8% | Added |
| Venturi Wealth Management, LLC | 9,236 | $907.0K | 0.07% | −346−3.6% | Reduced |
| Qtron Investments LLC | 9,228 | $906.0K | 0.20% | −2,361−20.4% | Reduced |
| Henshaw Capital LLC | 9,224 | $905.4K | 0.05% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 9,180 | $901.0K | 0.01% | +1,437+18.6% | Added |
| 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 |
| Smithfield Trust Co | 9,177 | $898.0K | 0.06% | −95−1.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 9,133 | $896.0K | 0.01% | −1,864−17.0% | Reduced |
| Corsair Capital Management, L.P. | 9,091 | $892.0K | 0.17% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 9,067 | $890.0K | 0.41% | +9,067 | New |
| Outlook Wealth Advisors, LLC | 9,043 | $888.0K | 0.26% | +73+0.8% | Added |
| Magnus Financial Group LLC | 8,993 | $883.0K | 0.17% | +1,548+20.8% | Added |
| Advisors Capital Management, LLC | 8,915 | $875.0K | 0.02% | +91+1.0% | Added |
| Jefferies Group LLC | 8,909 | $874.5K | 0.02% | −57,941−86.7% | Reduced |
| Ulland Investment Advisors, LLC | 8,875 | $871.0K | 0.56% | +8,875 | New |
| Stableford Capital II LLC | 8,871 | $870.0K | 0.37% | +3,703+71.7% | Added |
| Wintrust Investments LLC | 8,846 | $868.0K | 0.08% | +8,846 | New |
| 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 |
| Core Wealth Advisors, Inc. | 8,747 | $859.0K | 0.51% | −2,633−23.1% | Reduced |
| Fulcrum Asset Management LLP | – | $856.0K | 0.42% | – | – |
| Johnson Financial Group, Inc. | 8,714 | $855.0K | 0.05% | +102+1.2% | Added |
| Burke & Herbert Bank & Trust Co | 8,616 | $846.0K | 0.50% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 8,606 | $845.0K | 0.61% | +1,067+14.2% | Added |
| 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 |
| Quadrature Capital Ltd | 8,579 | $842.0K | 0.04% | +8,579 | New |
| New Vernon Investment Management LLC | 8,550 | $839.0K | 1.34% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 8,513 | $836.0K | 0.22% | −22−0.3% | Reduced |
| Western Wealth Management, LLC | 8,497 | $835.0K | 0.08% | +8,497 | New |
| 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 |
| Community Bank, N.A. | 8,397 | $824.0K | 0.10% | +1,700+25.4% | Added |
| Bull Street Advisors, LLC | 8,379 | $822.0K | 0.39% | −750−8.2% | Reduced |
| Harbor Investment Advisory, LLC | 8,351 | $820.0K | 0.10% | +198+2.4% | Added |
| Salzhauer Michael | 21,140 | $819.0K | 0.31% | +14,000+196.1% | 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 |
| 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 |
| Proficio Capital Partners LLC | 8,168 | $802.0K | 0.11% | −64−0.8% | Reduced |
| Good Life Advisors, LLC | 8,149 | $800.0K | 0.10% | −21−0.3% | Reduced |
| Valeo Financial Advisors, LLC | 8,128 | $798.0K | 0.04% | +745+10.1% | 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 |
| 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 |
| 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 |
| 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 |
| Pennsylvania Capital Management Inc | 7,890 | $774.0K | 0.26% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 7,885 | $774.0K | 0.19% | +2,028+34.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 8,186 | $773.0K | 0.50% | +8,186 | New |
| 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 |
| Warther Private Wealth, LLC | 7,641 | $766.0K | 0.57% | +1,862+32.2% | Added |
| Meridian Investment Counsel Inc. | 7,796 | $765.0K | 0.25% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 7,768 | $762.0K | 0.03% | −3,409−30.5% | Reduced |
| Glen Eagle Advisors, LLC | 7,753 | $761.1K | 0.20% | +1,360+21.3% | Added |
| Cambridge Trust Co | 7,716 | $757.0K | 0.02% | +1,729+28.9% | Added |
| Pendal Group Limited | 7,698 | $756.0K | 0.01% | −409−5.0% | Reduced |
| Cim Investment Mangement Inc | 7,660 | $752.0K | 0.23% | −151−1.9% | Reduced |
| Prio Wealth Limited Partnership | 7,640 | $750.0K | 0.02% | −169−2.2% | Reduced |
| Canton Hathaway, LLC | 7,627 | $749.0K | 0.20% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 7,611 | $747.0K | 0.03% | +7,611 | New |
| 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 |
| Quilter Plc | 7,380 | $739.0K | 0.02% | −2,484−25.2% | Reduced |
| Maven Securities LTD | 7,516 | $738.0K | 0.09% | +7,516 | New |
| 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 |
| Hoey Investments, Inc | 7,487 | $735.0K | 0.19% | +200+2.7% | Added |
| 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 |
| Asahi Life Asset Management Co., Ltd. | 7,400 | $726.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Trilogy Capital Inc. | 7,364 | $723.0K | 0.05% | −2,130−22.4% | Reduced |