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 |
|---|---|---|---|---|---|
| FSB Premier Wealth Management, Inc. | 2,628 | $257.0K | 0.11% | +2,628 | New |
| Maxele Advisors, LLC | 2,615 | $256.7K | 0.30% | +2,615 | New |
| Lebenthal Global Advisors, LLC | 2,609 | $256.0K | 0.10% | −1,115−29.9% | Reduced |
| Argent Advisors, Inc. | 2,575 | $253.0K | 0.14% | 00.0% | Unchanged |
| Summit Global Investments | 2,563 | $252.0K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Group | 2,556 | $251.0K | 0.04% | −20−0.8% | Reduced |
| Jacobi Capital Management LLC | 2,557 | $251.0K | 0.03% | +1,043+68.9% | Added |
| Americana Partners, LLC | 2,548 | $250.0K | 0.05% | −599−19.0% | Reduced |
| Kolinsky Wealth Management, LLC | 2,549 | $250.0K | 0.23% | +2,549 | New |
| Hyman Charles D | 2,537 | $249.0K | 0.02% | −200−7.3% | Reduced |
| Wedge Capital Management L L P | 2,533 | $249.0K | 0.00% | −67−2.6% | Reduced |
| Credential Qtrade Securities Inc. | 2,534 | $248.7K | 0.02% | +21+0.8% | Added |
| RSM US Wealth Management LLC | 2,510 | $246.0K | 0.01% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2,511 | $246.0K | 0.03% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,495 | $245.0K | 0.04% | −17−0.7% | Reduced |
| Highlander Capital Management, LLC | 2,500 | $245.0K | 0.11% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 2,490 | $244.0K | 0.14% | −444−15.1% | Reduced |
| Associated Banc-Corp | 2,488 | $244.0K | 0.01% | −432−14.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 2,490 | $244.0K | 0.08% | −85−3.3% | Reduced |
| Missouri Trust & Investment Co | 2,490 | $244.0K | 0.14% | +2,490 | New |
| Cornercap Investment Counsel Inc | 2,440 | $240.0K | 0.03% | −1,535−38.6% | Reduced |
| Sargent Bickham Lagudis LLC | 2,442 | $240.0K | 0.02% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,433 | $239.0K | 0.07% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,438 | $239.0K | 0.09% | +2,438 | New |
| Boston Trust Walden Corp | 2,423 | $238.0K | 0.00% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 2,418 | $238.0K | 0.08% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,429 | $238.0K | 0.19% | +2,429 | New |
| Moloney Securities Asset Management, LLC | 2,406 | $236.0K | 0.04% | +2,406 | New |
| Chicago Trust Co NA | 2,400 | $235.0K | 0.05% | −735−23.4% | Reduced |
| Ellsworth Advisors, LLC | 2,395 | $235.0K | 0.09% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,388 | $234.0K | 0.10% | +2,388 | New |
| Amussen Hunsaker Associates LLC | 2,257 | $233.0K | 0.06% | −35−1.5% | Reduced |
| Almanack Investment Partners, LLC. | 2,366 | $232.0K | 0.02% | +276+13.2% | Added |
| Forte Capital LLC | 2,356 | $231.0K | 0.03% | +20+0.9% | Added |
| Karpas Strategies, LLC | 2,320 | $228.0K | 0.07% | 00.0% | Unchanged |
| Alley Co LLC | 2,314 | $227.0K | 0.04% | +2,314 | New |
| Game Creek Capital, LP | 2,300 | $226.0K | 0.11% | −325−12.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 2,300 | $226.0K | 0.00% | +2,300 | New |
| Richwood Investment Advisors, LLC | 2,302 | $226.0K | 0.20% | +2,302 | New |
| Mission Wealth Management, LP | 2,292 | $225.0K | 0.01% | +2,292 | New |
| Flynn Zito Capital Management, LLC | 2,293 | $225.0K | 0.19% | +2,293 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,284 | $224.0K | 0.06% | 00.0% | Unchanged |
| Terry L. Blaker | 2,277 | $224.0K | 0.02% | +2,277 | New |
| Cable Hill Partners, LLC | 2,284 | $224.0K | 0.05% | +2,284 | New |
| Riversedge Advisors, LLC | 2,273 | $223.0K | 0.07% | +70+3.2% | Added |
| Chicago Capital, LLC | 2,262 | $222.0K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,266 | $222.0K | 0.04% | +2,266 | New |
| Icon Wealth Partners, LLC | 2,250 | $221.0K | 0.02% | −944−29.6% | Reduced |
| Hodges Capital Management Inc. | 2,250 | $221.0K | 0.02% | −20−0.9% | Reduced |
| Flaharty Asset Management, LLC | 2,255 | $221.0K | 0.04% | +2,255 | New |
| Essex Savings Bank | 2,239 | $220.0K | 0.07% | −50−2.2% | Reduced |
| LCNB Corp | 2,244 | $220.0K | 0.10% | 00.0% | Unchanged |
| Claro Advisors LLC | 2,243 | $220.0K | 0.08% | +2,243 | New |
| G2 Capital Management, LLC | 2,234 | $219.0K | 0.08% | +2,234 | New |
| TrinityPoint Wealth, LLC | 2,224 | $218.0K | 0.04% | −903−28.9% | Reduced |
| First Affirmative Financial Network | 2,206 | $217.0K | 0.20% | −155−6.6% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,208 | $217.0K | 0.12% | −8−0.4% | Reduced |
| Groesbeck Investment Management Corp | 2,200 | $216.0K | 0.27% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 2,200 | $216.0K | 0.09% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 2,198 | $216.0K | 0.08% | +2,198 | New |
| Stokes Family Office, LLC | 2,202 | $216.0K | 0.03% | +2,202 | New |
| Neumann Capital Management, LLC | 2,192 | $215.0K | 0.09% | +2,192 | New |
| LWM Advisory Services, LLC | 2,190 | $215.0K | 0.27% | +2,190 | New |
| Bank Ozk | 2,179 | $214.0K | 0.09% | −350−13.8% | Reduced |
| Fiduciary Group LLC | 2,181 | $214.0K | 0.02% | 00.0% | Unchanged |
| Zacks Investment Management | 2,166 | $213.0K | 0.00% | −1,286−37.3% | Reduced |
| ZWJ Investment Counsel Inc | 2,167 | $213.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 2,167 | $213.0K | 0.03% | +2,167 | New |
| Brave Asset Management Inc | 2,160 | $212.0K | 0.06% | +60+2.9% | Added |
| Sandy Cove Advisors, LLC | 2,160 | $212.0K | 0.18% | +2,160 | New |
| RFG Advisory, LLC | 2,148 | $211.0K | 0.01% | +2,148 | New |
| IMA Wealth, Inc. | 2,129 | $209.0K | 0.05% | −253−10.6% | Reduced |
| Operose Advisors LLC | 2,124 | $209.0K | 0.17% | +2,124 | New |
| Proequities, Inc. | 2,115 | $208.0K | 0.01% | −173−7.6% | Reduced |
| Firestone Capital Management | 2,122 | $208.0K | 0.07% | −155−6.8% | Reduced |
| Benjamin Edwards Inc | 2,117 | $208.0K | 0.07% | +126+6.3% | Added |
| Northwest Bancshares, Inc. | 2,109 | $207.0K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 2,098 | $206.0K | 0.01% | −415−16.5% | Reduced |
| Prestige Wealth Management Group LLC | 2,097 | $205.0K | 0.05% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,085 | $205.0K | 0.11% | +2,085 | New |
| Newman Dignan & Sheerar, Inc. | 2,085 | $205.0K | 0.06% | +2,085 | New |
| Mount Yale Investment Advisors, LLC | 2,077 | $204.0K | 0.02% | −3,202−60.7% | Reduced |
| Valley National Advisers Inc | 2,081 | $204.0K | 0.04% | +8+0.4% | Added |
| SignalPoint Asset Management, LLC | 2,079 | $204.0K | 0.06% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 2,067 | $203.0K | 0.23% | −3,101−60.0% | Reduced |
| Compagnie Lombard Odier SCmA | 2,066 | $203.0K | 0.00% | −400−16.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 2,072 | $203.0K | 0.05% | −50−2.4% | Reduced |
| CenterStar Asset Management, LLC | – | $203.0K | 0.15% | – | – |
| TrueWealth Advisors, LLC | 2,070 | $203.0K | 0.09% | +2,070 | New |
| Girard Partners Ltd. | 2,058 | $202.0K | 0.02% | +2,058 | New |
| Petrus Trust Company, LTA | 2,054 | $202.0K | 0.02% | +2,054 | New |
| Clarity Financial LLC | 2,058 | $202.0K | 0.03% | +2,058 | New |
| Premier Asset Management LLC | 11,043 | $201.0K | 0.03% | −209−1.9% | Reduced |
| Menard Financial Group LLC | 2,048 | $201.0K | 0.16% | −492−19.4% | Reduced |
| Beaumont Financial Partners, LLC | 2,051 | $201.0K | 0.01% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,980 | $201.0K | 0.27% | +1,980 | New |
| Aprio Wealth Management, LLC | 2,052 | $201.0K | 0.08% | +2,052 | New |
| Covenant Asset Management, LLC | 2,035 | $200.0K | 0.05% | +2,035 | New |
| Interactive Financial Advisors | 2,000 | $196.0K | 0.07% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,962 | $193.0K | 0.14% | 00.0% | Unchanged |