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 |
|---|---|---|---|---|---|
| Resource Consulting Group Inc | 7,356 | $722.0K | 0.26% | +7,356 | New |
| Asset Dedication, LLC | 7,351 | $721.0K | 0.09% | +883+13.7% | Added |
| Bard Financial Services, Inc. | 7,320 | $719.0K | 0.06% | +875+13.6% | Added |
| Fortem Financial Group, LLC | 7,266 | $713.0K | 0.33% | −1,895−20.7% | Reduced |
| Woodmont Investment Counsel LLC | 7,234 | $710.0K | 0.09% | +7,234 | New |
| Lokken Investment Group LLC | 7,207 | $707.0K | 0.50% | +240+3.4% | 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 |
| Global Financial Private Client, LLC | 7,132 | $700.1K | 0.34% | +1,131+18.8% | 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 |
| First National Bank of Hutchinson | 7,077 | $695.0K | 0.40% | +217+3.2% | Added |
| HM Payson & Co | 7,065 | $694.0K | 0.02% | +1,816+34.6% | Added |
| EP Wealth Advisors, LLC | 7,051 | $692.0K | 0.02% | +150+2.2% | Added |
| Robotti Robert | 7,000 | $687.0K | 0.14% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 6,979 | $685.0K | 0.04% | −2,427−25.8% | Reduced |
| 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 |
| Aspire Private Capital, LLC | 6,916 | $679.0K | 0.21% | +654+10.4% | Added |
| Asset Management Corp | 6,888 | $676.0K | 0.39% | −521−7.0% | Reduced |
| J.W. Cole Advisors, Inc. | 6,839 | $671.0K | 0.04% | −241−3.4% | Reduced |
| Waterfront Wealth Inc. | 6,830 | $670.0K | 0.27% | +1,987+41.0% | Added |
| CoreCap Advisors, LLC | 6,784 | $666.0K | 0.04% | +6,784 | New |
| Rehmann Capital Advisory Group | 6,749 | $662.5K | 0.06% | +146+2.2% | Added |
| Marino, Stram & Associates LLC | 6,744 | $662.0K | 0.20% | +2,073+44.4% | Added |
| NorthRock Partners, LLC | 6,702 | $658.0K | 0.05% | +1,868+38.6% | Added |
| 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 |
| Deseret Mutual Benefit Administrators | 6,590 | $647.0K | 0.11% | −198−2.9% | Reduced |
| 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 |
| Brown Capital Management LLC | 6,547 | $643.0K | 0.01% | +1,807+38.1% | Added |
| Community Bank of Raymore | 6,540 | $642.0K | 0.28% | 00.0% | Unchanged |
| 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 |
| Douglass Winthrop Advisors, LLC | 6,501 | $638.0K | 0.01% | +4+0.1% | Added |
| Lee Danner & Bass Inc | 6,475 | $636.0K | 0.05% | 00.0% | Unchanged |
| Mechanics Financial Corp | 6,451 | $633.0K | 0.30% | +6,451 | New |
| American Portfolios Advisors | 6,446 | $632.7K | 0.02% | +1,539+31.4% | 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 |
| Stratos Wealth Advisors, LLC | 6,412 | $629.0K | 0.05% | +672+11.7% | 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 |
| HBK Sorce Advisory LLC | 6,352 | $623.0K | 0.03% | +353+5.9% | Added |
| Wedmont Private Capital | 6,053 | $621.0K | 0.19% | +6,053 | New |
| Voya Financial Advisors, Inc. | 6,254 | $618.0K | 0.07% | +771+14.1% | Added |
| Sippican Capital Advisors | 6,290 | $617.0K | 0.52% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 6,325 | $615.0K | 0.00% | +386+6.5% | Added |
| 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 |
| Chicago Wealth Management, Inc. | 6,243 | $613.0K | 0.41% | 00.0% | Unchanged |
| US Asset Management LLC | 6,231 | $612.0K | 0.59% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6,183 | $607.0K | 0.10% | +5+0.1% | Added |
| Caas Capital Management LP | 6,150 | $604.0K | 0.06% | −59,580−90.6% | Reduced |
| 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 |
| Laurel Wealth Advisors, Inc. | 6,051 | $594.0K | 0.05% | +2,347+63.4% | Added |
| Curbstone Financial Management Corp | 6,012 | $590.0K | 0.10% | +400+7.1% | Added |
| Mastrapasqua Asset Management Inc | 6,000 | $589.0K | 0.06% | +100+1.7% | Added |
| Benchmark Investment Advisors LLC | 5,982 | $587.0K | 0.48% | +5,982 | New |
| F&V Capital Management, LLC | 5,964 | $585.0K | 0.20% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 5,946 | $584.0K | 0.21% | −36−0.6% | Reduced |
| Meristem Family Wealth, LLC | 5,915 | $581.0K | 0.05% | +9+0.2% | 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 |
| 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 |
| Thomas White International Ltd | 5,820 | $571.0K | 0.09% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 5,799 | $569.3K | 0.15% | +50+0.9% | Added |
| Moneta Group Investment Advisors LLC | 5,797 | $569.0K | 0.02% | −533−8.4% | Reduced |
| Stock Yards Bank & Trust Co | 5,790 | $568.0K | 0.03% | +597+11.5% | Added |
| Kovack Advisors, Inc. | 5,780 | $567.0K | 0.05% | +1,703+41.8% | Added |
| Tributary Capital Management, LLC | 5,750 | $564.0K | 0.04% | −350−5.7% | Reduced |
| Ausdal Financial Partners, Inc. | 5,715 | $561.0K | 0.08% | +1,549+37.2% | Added |
| Krane Funds Advisors LLC | 5,696 | $559.0K | 0.01% | −360−5.9% | Reduced |
| Bank of Nova Scotia Trust Co | 5,674 | $557.0K | 0.05% | −266−4.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,652 | $555.0K | 0.05% | 00.0% | Unchanged |
| Insight 2811, Inc. | 5,621 | $552.0K | 0.31% | +457+8.8% | 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 |
| 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 |
| Evermay Wealth Management LLC | 5,575 | $547.0K | 0.10% | 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 |
| LS Investment Advisors, LLC | 5,550 | $545.0K | 0.08% | 00.0% | Unchanged |
| Michael B. Yongue | 5,543 | $544.0K | 0.36% | +1,200+27.6% | 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 |
| Exencial Wealth Advisors, LLC | 5,501 | $540.0K | 0.03% | +3,096+128.7% | Added |
| Nicholas Hoffman & Company, LLC. | 5,487 | $539.0K | 0.02% | +10.0% | Added |
| Great Valley Advisor Group, Inc. | 5,480 | $536.0K | 0.03% | −4−0.1% | Reduced |
| Advisor Resource Council | 5,439 | $534.0K | 0.04% | +5,439 | New |
| BSW Wealth Partners | 5,418 | $532.0K | 0.13% | +1,244+29.8% | Added |
| Personal Cfo Solutions, LLC | 5,400 | $530.0K | 0.10% | −6−0.1% | Reduced |
| Rossmore Private Capital | 5,393 | $529.0K | 0.08% | +78+1.5% | Added |