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
- +147 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
- 99
- 589 more reduced
23 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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 3,219 | $316.0K | 0.02% | +159+5.2% | Added |
| Kore Private Wealth LLC | 3,206 | $315.0K | 0.04% | −4,214−56.8% | Reduced |
| West Bancorporation Inc | 3,208 | $315.0K | 0.25% | +3,208 | New |
| Hoylecohen, LLC | 3,200 | $314.0K | 0.03% | −869−21.4% | Reduced |
| State of Wyoming | 3,189 | $313.0K | 0.15% | −2−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,178 | $312.0K | 0.01% | 00.0% | Unchanged |
| JT Stratford LLC | 3,165 | $311.0K | 0.09% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 3,173 | $311.0K | 0.01% | +11+0.3% | Added |
| Hartline Investment Corp | 3,156 | $310.0K | 0.04% | +3,156 | New |
| DGS Capital Management, LLC | 3,159 | $310.0K | 0.19% | +3,159 | New |
| Aaron Wealth Advisors | 3,144 | $308.0K | 0.09% | +568+22.0% | Added |
| Silverlake Wealth Management LLC | 3,127 | $306.9K | 0.17% | +3,127 | New |
| Golden Green, Inc. | 3,118 | $306.0K | 0.25% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,112 | $305.0K | 0.05% | −15,870−83.6% | Reduced |
| Highland Capital Management, LLC | 3,100 | $304.0K | 0.02% | −500−13.9% | Reduced |
| Rpo LLC | 3,100 | $304.0K | 0.11% | +3,100 | New |
| 180 Wealth Advisors, LLC | 3,065 | $303.0K | 0.07% | −1,331−30.3% | Reduced |
| Private Asset Management Inc | 3,082 | $303.0K | 0.04% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 3,080 | $303.0K | 0.02% | +762+32.9% | Added |
| Roundview Capital LLC | 3,062 | $301.0K | 0.03% | +829+37.1% | Added |
| Covington Capital Management | 3,055 | $300.0K | 0.01% | +354+13.1% | Added |
| Castleview Partners, LLC | 29,448 | $300.0K | 0.00% | +29,448 | New |
| David Loasby | 3,058 | $300.0K | 0.04% | +3,058 | New |
| Berkeley Capital Partners, LLC | 3,044 | $299.0K | 0.12% | +397+15.0% | Added |
| Objective Capital Management, LLC | 3,042 | $299.0K | 0.21% | +3,042 | New |
| Tradition Wealth Management, LLC | 3,040 | $298.0K | 0.04% | +138+4.8% | Added |
| Janney Capital Management LLC | 3,023 | $297.0K | 0.02% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 3,025 | $297.0K | 0.20% | +3,025 | New |
| David R. Rahn & Associates Inc. | 3,013 | $296.0K | 0.13% | +13+0.4% | Added |
| Five Oceans Advisors | 3,001 | $295.0K | 0.26% | +124+4.3% | Added |
| Spirit of America Management Corp | 3,000 | $294.0K | 0.06% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 3,000 | $294.0K | 0.25% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,999 | $294.0K | 0.01% | +2,999 | New |
| Segment Wealth Management, LLC | 2,987 | $293.0K | 0.03% | +2,987 | New |
| Harbour Investments, Inc. | 2,975 | $292.0K | 0.02% | −9,936−77.0% | Reduced |
| Ssi Investment Management LLC | 2,961 | $291.0K | 0.02% | −5−0.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,945 | $289.0K | 0.03% | +48+1.7% | Added |
| Measured Wealth Private Client Group, LLC | 2,945 | $289.0K | 0.10% | +131+4.7% | Added |
| NBT Bank N A | 2,932 | $288.0K | 0.04% | −271−8.5% | Reduced |
| Royal Fund Management, LLC | 2,944 | $288.0K | 0.04% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,933 | $288.0K | 0.03% | +2,933 | New |
| LGL Partners, LLC | 2,933 | $288.0K | 0.03% | +2,933 | New |
| Ridgewood Investments LLC | 2,911 | $286.0K | 0.18% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 2,915 | $286.0K | 0.07% | +152+5.5% | Added |
| Capstone Financial Advisors, Inc. | 2,918 | $286.0K | 0.02% | +193+7.1% | Added |
| Tanager Wealth Management LLP | 2,901 | $285.0K | 0.22% | +2,901 | New |
| DRW Securities, LLC | 2,896 | $284.0K | 0.02% | −42,727−93.7% | Reduced |
| NovaPoint Capital, LLC | 2,890 | $284.0K | 0.10% | +2,890 | New |
| Leonteq Securities AG | 2,888 | $283.5K | 0.01% | +2,888 | New |
| McLean Asset Management Corp | 2,736 | $282.0K | 0.11% | −56−2.0% | Reduced |
| Wimmer Associates 1, LLC | 2,872 | $282.0K | 0.15% | −20−0.7% | Reduced |
| Leisure Capital Management | 2,871 | $282.0K | 0.13% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 2,876 | $282.0K | 0.01% | +2,876 | New |
| Sompo Asset Management Co., Ltd. | 2,870 | $281.0K | 0.06% | +270+10.4% | Added |
| Wealthsource Partners, LLC | 2,862 | $281.0K | 0.02% | +386+15.6% | Added |
| Vigilare Wealth Management | 2,860 | $281.0K | 0.17% | +2,860 | New |
| Norway Savings Bank | 2,852 | $280.0K | 0.12% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 2,854 | $280.0K | 0.09% | +41+1.5% | Added |
| Wagner Wealth Management, LLC | 2,838 | $279.0K | 0.21% | +160+6.0% | Added |
| Newbridge Financial Services Group, Inc. | 2,839 | $279.0K | 0.13% | +2,827+23,558.3% | Added |
| Pathway Financial Advisors LLC | 2,717 | $279.0K | 0.10% | +2,717 | New |
| Maryland Capital Management | 2,832 | $278.0K | 0.02% | +2,832 | New |
| Vantage Consulting Group Inc | 2,808 | $276.0K | 0.07% | +328+13.2% | Added |
| Fort Sheridan Advisors LLC | 2,809 | $276.0K | 0.08% | +740+35.8% | Added |
| Planned Solutions, Inc. | 2,807 | $276.0K | 0.19% | +2,807 | New |
| Syntax Advisors, LLC | 2,808 | $276.0K | 0.20% | +2,808 | New |
| Greenspring Advisors, LLC | 2,810 | $276.0K | 0.07% | +2,810 | New |
| American State Bank (Iowa) | 2,808 | $275.6K | 0.19% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,798 | $275.0K | 0.07% | +1,576+129.0% | Added |
| Humankind Investments LLC | 2,793 | $274.0K | 0.11% | +382+15.8% | Added |
| New Century Advisors, LLC | 2,790 | $274.0K | 0.26% | +2,790 | New |
| Rockland Trust Co | 2,761 | $271.0K | 0.02% | 00.0% | Unchanged |
| Tatro Capital, LLC | 2,762 | $271.0K | 0.19% | +215+8.4% | Added |
| Formidable Asset Management, LLC | 2,596 | $270.0K | 0.05% | −111−4.1% | Reduced |
| Fieldpoint Private Securities, LLC | 2,755 | $270.0K | 0.05% | +635+30.0% | Added |
| Wealth Advisors of Iowa, LLC | 2,750 | $270.0K | 0.15% | +2,750 | New |
| Annapolis Financial Services, LLC | 2,745 | $269.0K | 0.08% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,745 | $269.0K | 0.06% | +76+2.8% | Added |
| Fortitude Advisory Group L.L.C. | 2,737 | $269.0K | 0.14% | +2,737 | New |
| Johnson Investment Counsel Inc | 2,734 | $268.0K | 0.00% | −22−0.8% | Reduced |
| Doheny Asset Management | 2,726 | $268.0K | 0.19% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,719 | $267.0K | 0.08% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 2,712 | $266.0K | 0.02% | −93−3.3% | Reduced |
| Cozad Asset Management Inc | 2,710 | $266.0K | 0.04% | 00.0% | Unchanged |
| Univest Financial Corp | 2,713 | $266.0K | 0.07% | +156+6.1% | Added |
| Reik & Co., LLC | 2,703 | $265.0K | 0.06% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,702 | $265.0K | 0.17% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,698 | $265.0K | 0.01% | +460+20.6% | Added |
| L2 Asset Management, LLC | 2,690 | $264.0K | 0.18% | +2,690 | New |
| Atlas Capital Advisors LLC | 2,681 | $263.2K | 0.04% | −183−6.4% | Reduced |
| Weatherly Asset Management L. P. | 2,684 | $263.0K | 0.03% | 00.0% | Unchanged |
| Harrington Investments, INC | 2,675 | $263.0K | 0.14% | +250+10.3% | Added |
| Journey Strategic Wealth LLC | 2,679 | $263.0K | 0.03% | +2,679 | New |
| Asset Allocation & Management Company, LLC | 2,660 | $261.0K | 0.09% | +2,660 | New |
| Clear Creek Financial Management, LLC | 2,650 | $260.0K | 0.04% | +150+6.0% | Added |
| Powell Investment Advisors, LLC | 2,637 | $259.0K | 0.15% | +18+0.7% | Added |
| Blueshift Asset Management, LLC | 2,632 | $258.0K | 0.02% | −26,831−91.1% | Reduced |
| Oakworth Capital, Inc. | 2,630 | $258.0K | 0.02% | +300+12.9% | Added |
| Biltmore Family Office, LLC | 2,626 | $258.0K | 0.05% | +2,626 | New |
| Washington Trust Bank | 2,610 | $257.0K | 0.02% | −47,452−94.8% | Reduced |