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 |
|---|---|---|---|---|---|
| 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 |
| Mutual Advisors, LLC | 5,369 | $527.0K | 0.03% | −473−8.1% | Reduced |
| Frisch Financial Group, Inc. | 5,358 | $526.0K | 0.16% | +156+3.0% | Added |
| Bartlett & Co. LLC | 5,325 | $523.0K | 0.01% | +2,185+69.6% | Added |
| Bartlett & Co. Wealth Management LLC | 5,325 | $522.7K | 0.01% | +2,185+69.6% | Added |
| 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 |
| Schechter Investment Advisors, LLC | 5,282 | $518.0K | 0.05% | +5,282 | New |
| Summit Financial, LLC | 5,265 | $516.8K | 0.04% | +1,830+53.3% | Added |
| Clear Harbor Asset Management, LLC | 5,256 | $516.0K | 0.06% | +300+6.1% | Added |
| North Star Investment Management Corp. | 5,230 | $513.0K | 0.04% | +104+2.0% | Added |
| Highland Private Wealth Management | 5,186 | $509.0K | 0.06% | −66−1.3% | Reduced |
| Camden Capital, LLC | 5,152 | $506.0K | 0.11% | −806−13.5% | Reduced |
| Wellington Shields Capital Management, LLC | 5,132 | $504.0K | 0.06% | +300+6.2% | Added |
| Skba Capital Management LLC | 5,100 | $501.0K | 0.09% | −1,450−22.1% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 4,627 | $501.0K | 0.24% | +32+0.7% | Added |
| Strategic Financial Services, Inc, | 5,082 | $499.0K | 0.04% | 00.0% | Unchanged |
| Peoples Bank | 5,075 | $498.0K | 0.25% | −115−2.2% | Reduced |
| IFP Advisors, Inc | 5,068 | $498.0K | 0.01% | +165+3.4% | Added |
| Annex Advisory Services, LLC | 5,059 | $497.0K | 0.03% | +5,059 | New |
| Jackson Square Capital, LLC | 5,055 | $496.0K | 0.14% | −96−1.9% | Reduced |
| Johnson Financial Group, LLC | 5,038 | $495.0K | 0.08% | −1,813−26.5% | Reduced |
| Eqis Capital Management, Inc. | 5,039 | $495.0K | 0.04% | +259+5.4% | Added |
| Cullinan Associates Inc | 5,041 | $495.0K | 0.03% | +5,041 | New |
| Independent Solutions Wealth Management, LLC | 5,038 | $494.5K | 0.12% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 5,028 | $494.0K | 0.01% | −255−4.8% | Reduced |
| Anchor Investment Management, LLC | 5,030 | $493.7K | 0.06% | +987+24.4% | Added |
| Davidson Investment Advisors | 5,009 | $492.0K | 0.04% | −150−2.9% | Reduced |
| Southport Management, L.L.C. | 5,000 | $490.8K | 1.75% | −5,000−50.0% | Reduced |
| X-Square Capital, LLC | 4,993 | $490.0K | 0.25% | +70+1.4% | Added |
| Ledyard National Bank | 4,977 | $489.0K | 0.05% | +43+0.9% | Added |
| Sendero Wealth Management, LLC | 4,954 | $486.0K | 0.22% | +4,954 | New |
| Lakeview Capital Partners, LLC | 4,917 | $483.0K | 0.28% | −647−11.6% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 4,900 | $480.0K | 0.33% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,497 | $478.0K | 0.08% | +1,242+38.2% | Added |
| Rothschild Investment Corp | 4,851 | $476.0K | 0.04% | +49+1.0% | Added |
| M&R Capital Management Inc | 4,833 | $474.0K | 0.10% | +4,125+582.6% | Added |
| Geller Advisors LLC | 4,818 | $473.0K | 0.09% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 4,810 | $472.0K | 0.12% | −590−10.9% | Reduced |
| Omnia Family Wealth, LLC | 4,794 | $471.0K | 0.29% | 00.0% | Unchanged |
| Allworth Financial LP | 4,786 | $470.0K | 0.01% | +801+20.1% | Added |
| Chelsea Counsel Co | 4,776 | $469.0K | 0.20% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 4,760 | $467.0K | 0.24% | −75−1.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,736 | $465.0K | 0.09% | +431+10.0% | Added |
| LVZ Advisors, Inc. | 4,732 | $464.0K | 0.06% | 00.0% | Unchanged |
| Private Capital Management LLC | 4,728 | $464.0K | 0.16% | +4,728 | New |
| Little House Capital LLC | 4,718 | $463.0K | 0.24% | +883+23.0% | Added |
| Vantage Financial Partners Ltd., Inc. | 4,700 | $461.0K | 0.23% | +1,400+42.4% | Added |
| Carnegie Capital Asset Management, LLC | 4,694 | $461.0K | 0.02% | +1,990+73.6% | Added |
| Executive Wealth Group LLC | 4,677 | $459.1K | 0.28% | +33+0.7% | Added |
| BLB&B Advisors, LLC | 4,677 | $459.0K | 0.03% | −2,026−30.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,668 | $458.0K | 0.09% | +319+7.3% | Added |
| Berkshire Bank | 4,651 | $457.0K | 0.10% | +997+27.3% | Added |
| Miracle Mile Advisors, LLC | 4,641 | $456.0K | 0.02% | −223−4.6% | Reduced |
| KLCM Advisors, Inc. | 4,647 | $456.0K | 0.10% | −131−2.7% | Reduced |
| Hamilton Capital, LLC | 4,644 | $456.0K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,650 | $456.0K | 0.18% | +500+12.0% | Added |
| Fort Pitt Capital Group, LLC | 4,640 | $455.0K | 0.02% | −38−0.8% | Reduced |
| ACG Wealth | 4,607 | $452.0K | 0.06% | −1,021−18.1% | Reduced |
| Private Capital Group, LLC | 4,595 | $451.0K | 0.10% | −2,128−31.7% | Reduced |
| Legacy Financial Advisors, Inc. | 4,562 | $448.0K | 0.10% | +102+2.3% | Added |
| Eastern Bank | 4,538 | $446.0K | 0.02% | −298−6.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,532 | $445.0K | 0.10% | −200−4.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,538 | $445.0K | 0.01% | −61−1.3% | Reduced |
| Johanson Financial Advisors, Inc. | 4,527 | $444.0K | 0.14% | +911+25.2% | Added |
| Berger Financial Group, Inc | 4,507 | $442.0K | 0.06% | +462+11.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,489 | $441.0K | 0.02% | +642+16.7% | Added |
| Independent Financial Group, LLC | 4,488 | $440.5K | 0.04% | −19−0.4% | Reduced |
| Interchange Capital Partners, LLC | 4,483 | $440.0K | 0.44% | −2,178−32.7% | Reduced |
| Bahl & Gaynor Inc | 4,460 | $438.0K | 0.00% | +25+0.6% | Added |
| Canvas Wealth Advisors, LLC | 4,461 | $438.0K | 0.16% | +393+9.7% | Added |
| SkyView Investment Advisors, LLC | 4,462 | $438.0K | 0.10% | +1,296+40.9% | Added |
| IHT Wealth Management, LLC | 4,447 | $437.0K | 0.03% | +58+1.3% | Added |
| West Family Investments, Inc. | 4,439 | $436.0K | 0.12% | −471−9.6% | Reduced |
| Radnor Capital Management, LLC | 4,440 | $436.0K | 0.11% | +4,440 | New |
| Main Street Financial Solutions, LLC | 4,432 | $435.0K | 0.06% | −238−5.1% | Reduced |
| Avantax Planning Partners, Inc. | 4,419 | $434.0K | 0.02% | −150−3.3% | Reduced |
| Vivaldi Capital Management, LLC | 4,425 | $434.0K | 0.10% | 00.0% | Unchanged |
| Haverford Trust Co | 4,399 | $432.0K | 0.00% | −297−6.3% | Reduced |
| Aj Wealth Strategies, LLC | 4,400 | $432.0K | 0.02% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 4,400 | $432.0K | 0.16% | +2,740+165.1% | Added |
| Astrantus Ltd | 4,406 | $432.0K | 0.32% | +4,406 | New |
| Sentry Investment Management LLC | 4,382 | $430.0K | 0.11% | −9,150−67.6% | Reduced |
| Tower Bridge Advisors | 4,342 | $426.2K | 0.03% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,335 | $426.0K | 0.35% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,332 | $425.0K | 0.15% | +93+2.2% | Added |
| Hudock, Inc. | 4,315 | $423.0K | 0.12% | +324+8.1% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 4,309 | $423.0K | 0.14% | +4,309 | New |
| Zions Bancorporation, N.A. | 4,297 | $422.0K | 0.04% | +23+0.5% | Added |
| Adirondack Trust Co | 4,280 | $420.0K | 0.20% | +65+1.5% | Added |
| Pinnacle Financial Partners Inc | 4,284 | $420.0K | 0.01% | +14+0.3% | Added |
| Alpha Cubed Investments, LLC | 4,277 | $420.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,275 | $420.0K | 0.06% | +2,600+155.2% | Added |
| CX Institutional | 4,268 | $419.0K | 0.03% | +89+2.1% | Added |
| NewEdge Wealth, LLC | 4,272 | $419.0K | 0.02% | +574+15.5% | Added |
| Eads & Heald Wealth Management | 4,246 | $417.0K | 0.18% | −625−12.8% | Reduced |
| Laidlaw Wealth Management LLC | 4,246 | $417.0K | 0.07% | +4,246 | New |
| HBK Investments L P | 4,240 | $416.0K | 0.01% | −11,874−73.7% | Reduced |