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 |
|---|---|---|---|---|---|
| Curi Capital | 4,228 | $415.0K | 0.07% | +118+2.9% | Added |
| Redhawk Wealth Advisors, Inc. | 4,213 | $414.0K | 0.11% | +290+7.4% | Added |
| First Citizens Financial Corp | 4,208 | $413.0K | 0.30% | −109−2.5% | Reduced |
| Evergreen Capital Management LLC | 4,210 | $413.0K | 0.02% | −20−0.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 4,209 | $413.0K | 0.08% | +2,009+91.3% | Added |
| Carlson Capital Management | 4,196 | $412.0K | 0.04% | +76+1.8% | Added |
| First Pacific Advisors, LP | 4,160 | $408.0K | 0.01% | +4,160 | New |
| Allred Capital Management, LLC | 4,128 | $405.0K | 0.20% | −48−1.1% | Reduced |
| Integrated Investment Consultants, LLC | 4,127 | $405.0K | 0.11% | +689+20.0% | Added |
| Great Lakes Advisors, LLC | 4,110 | $403.0K | 0.01% | −866−17.4% | Reduced |
| B. Riley Wealth Management, Inc. | 4,107 | $403.0K | 0.03% | +490+13.5% | Added |
| Frontier Wealth Management LLC | 4,099 | $402.0K | 0.03% | +12+0.3% | Added |
| Marcum Wealth, LLC | 4,088 | $401.0K | 0.06% | −626−13.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,086 | $401.0K | 0.08% | −42−1.0% | Reduced |
| Snowden Capital Advisors LLC | 4,078 | $400.0K | 0.02% | −10,648−72.3% | Reduced |
| Farmers National Bank | 4,060 | $398.5K | 0.13% | −62−1.5% | Reduced |
| Summit Trail Advisors, LLC | 4,054 | $398.0K | 0.03% | +403+11.0% | Added |
| Destination Wealth Management | 4,047 | $397.0K | 0.01% | +18+0.4% | Added |
| First Financial Bank - Trust Division | 4,036 | $396.0K | 0.04% | −71−1.7% | Reduced |
| Accuvest Global Advisors | 4,029 | $395.0K | 0.17% | +4,029 | New |
| Sunflower Bank, N.A. | 4,004 | $393.0K | 0.05% | −385−8.8% | Reduced |
| GHP Investment Advisors, Inc. | 4,006 | $393.0K | 0.03% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 4,000 | $393.0K | 0.11% | 00.0% | Unchanged |
| Davis R M Inc | 3,971 | $390.0K | 0.01% | −362−8.4% | Reduced |
| Grandfield & Dodd, LLC | 3,949 | $390.0K | 0.03% | +40+1.0% | Added |
| Amplius Wealth Advisors, LLC | 3,945 | $387.0K | 0.05% | +3,945 | New |
| Pinnacle Private Wealth, LLC | 3,936 | $386.0K | 0.12% | +3,936 | New |
| Altus Wealth Group LLC | 3,923 | $385.0K | 0.32% | +5+0.1% | Added |
| Enlightenment Research, LLC | 3,911 | $384.0K | 0.55% | −17,857−82.0% | Reduced |
| MidWestOne Financial Group, Inc. | 3,916 | $384.0K | 0.08% | 00.0% | Unchanged |
| Centric Wealth Management | 3,908 | $384.0K | 0.13% | +32+0.8% | Added |
| First International Bank & Trust | 3,897 | $383.0K | 0.13% | +3,897 | New |
| Trustmark National Bank Trust Department | 3,885 | $381.0K | 0.03% | +95+2.5% | Added |
| Cornerstone Wealth Management, LLC | 3,870 | $380.0K | 0.04% | −37−0.9% | Reduced |
| Park National Corp | 3,850 | $378.0K | 0.01% | −200−4.9% | Reduced |
| Financial Management Professionals, Inc. | 3,849 | $378.0K | 0.08% | +1,015+35.8% | Added |
| Deuterium Capital Management, LLC | 3,853 | $378.0K | 0.56% | +3,853 | New |
| Graypoint LLC | 3,841 | $377.0K | 0.04% | +525+15.8% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 3,830 | $376.0K | 0.11% | +200+5.5% | Added |
| City State Bank | 3,825 | $375.0K | 0.23% | +3,825 | New |
| CPWM, LLC | 3,831 | $373.0K | 0.03% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 3,800 | $372.0K | 0.20% | +200+5.6% | Added |
| Harvest Fund Management Co., Ltd | 3,772 | $372.0K | 0.06% | +586+18.4% | Added |
| M&G Investment Management Ltd | 3,779 | $370.0K | 0.00% | −321,553−98.8% | Reduced |
| Cohen & Steers, Inc. | 3,767 | $370.0K | 0.00% | 00.0% | Unchanged |
| Willner & Heller, LLC | 3,799 | $370.0K | 0.49% | +3,799 | New |
| Overbrook Management Corp | 3,764 | $369.0K | 0.07% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 3,750 | $368.0K | 0.06% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 3,719 | $367.0K | 0.01% | −1,791−32.5% | Reduced |
| HYA Advisors, Inc | 3,726 | $366.0K | 0.13% | +14+0.4% | Added |
| OneAscent Financial Services LLC | 3,732 | $366.0K | 0.70% | +3,732 | New |
| Ameritas Advisory Services, LLC | 3,726 | $366.0K | 0.01% | +3,726 | New |
| Drive Wealth Management, LLC | 3,726 | $366.0K | 0.32% | +3,726 | New |
| Benjamin F. Edwards & Company, Inc. | 3,715 | $365.0K | 0.02% | +20+0.5% | Added |
| Kaizen Financial Strategies | 3,710 | $364.0K | 0.27% | +25+0.7% | Added |
| Wilkinson Global Asset Management LLC | 3,700 | $363.0K | 0.02% | −70−1.9% | Reduced |
| EverSource Wealth Advisors, LLC | 3,706 | $363.0K | 0.10% | +3,706 | New |
| ASB Consultores, LLC | 3,664 | $360.0K | 0.18% | +3,664 | New |
| Quantinno Capital Management LP | 3,656 | $359.0K | 0.06% | +3,656 | New |
| Evernest Financial Advisors, LLC | 4,177 | $358.7K | 0.19% | +4,177 | New |
| Ropes Wealth Advisors LLC | 3,638 | $357.0K | 0.06% | −258−6.6% | Reduced |
| Carmel Capital Partners, LLC | 3,635 | $357.0K | 0.27% | +3,635 | New |
| Paces Ferry Wealth Advisors, LLC | 3,629 | $356.0K | 0.26% | −370−9.3% | Reduced |
| Ascent Group, LLC | 3,565 | $352.0K | 0.04% | +3,565 | New |
| Bridgefront Capital, LLC | 3,577 | $351.0K | 0.34% | −2,875−44.6% | Reduced |
| Coastal Investment Advisors, Inc. | 3,577 | $351.0K | 0.08% | −19−0.5% | Reduced |
| Marathon Capital Management | 3,560 | $349.0K | 0.08% | −27−0.8% | Reduced |
| Pflug Koory, LLC | 3,560 | $349.0K | 0.18% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,387 | $349.0K | 0.01% | 00.0% | Unchanged |
| SOL Capital Management CO | 3,520 | $346.0K | 0.06% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 3,500 | $344.0K | 0.20% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,509 | $344.0K | 0.02% | +5+0.1% | Added |
| Horizon Wealth Management, LLC | 3,504 | $344.0K | 0.10% | +3,504 | New |
| DT Investment Partners, LLC | 3,492 | $343.0K | 0.04% | −2,176−38.4% | Reduced |
| Financial Advocates Investment Management | 3,894 | $343.0K | 0.02% | −125−3.1% | Reduced |
| Boenning & Scattergood, Inc. | 3,494 | $343.0K | 0.05% | +252+7.8% | Added |
| AXS Investments LLC | 3,473 | $341.0K | 0.08% | −20,065−85.2% | Reduced |
| Jones Financial Companies LLLP | 3,470 | $341.0K | 0.00% | +311+9.8% | Added |
| Arete Wealth Advisors, LLC | 3,859 | $341.0K | 0.03% | +380+10.9% | Added |
| Pearl River Capital, LLC | 3,479 | $341.0K | 0.09% | +3,479 | New |
| Resource Management, LLC | 3,467 | $340.0K | 0.04% | −548−13.6% | Reduced |
| King Wealth | 3,445 | $338.0K | 0.06% | 00.0% | Unchanged |
| First Foundation Advisors | 3,446 | $338.0K | 0.01% | +783+29.4% | Added |
| Hancock Whitney Investment Services Inc. | 3,457 | $338.0K | 0.06% | +3,457 | New |
| Riverwater Partners LLC | 3,400 | $334.0K | 0.30% | +3,400 | New |
| Intercontinental Wealth Advisors, LLC | 3,392 | $333.0K | 0.07% | −964−22.1% | Reduced |
| Pinnacle Bancorp, Inc. | 3,357 | $330.0K | 0.12% | +155+4.8% | Added |
| Crescent Grove Advisors, LLC | 3,349 | $329.0K | 0.03% | +3,349 | New |
| Washington Trust Advisors, Inc. | 3,345 | $328.0K | 0.02% | +3,345 | New |
| CNB Bank | 3,331 | $327.0K | 0.18% | −251−7.0% | Reduced |
| Round Table Services, LLC | 3,320 | $326.0K | 0.06% | −150−4.3% | Reduced |
| Twin Focus Capital Partners, LLC | 3,311 | $325.0K | 0.07% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3,313 | $325.0K | 0.02% | +51+1.6% | Added |
| Bragg Financial Advisors, Inc | 3,329 | $324.0K | 0.02% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 3,190 | $324.0K | 0.06% | +33+1.0% | Added |
| Bremer Bank National Association | 3,291 | $323.0K | 0.05% | +22+0.7% | Added |
| Beck Mack & Oliver LLC | 3,250 | $319.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 3,250 | $319.0K | 0.28% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,239 | $318.0K | 0.11% | −8−0.2% | Reduced |
| Guerra Pan Advisors, LLC | 3,239 | $318.0K | 0.32% | +3,239 | New |