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 |
|---|---|---|---|---|---|
| Barrett Asset Management, LLC | 1,944 | $191.0K | 0.01% | +709+57.4% | Added |
| BerganKDV Wealth Management, LLC | 1,939 | $190.0K | 0.02% | +1+0.1% | Added |
| Endurance Wealth Management, Inc. | 1,916 | $188.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,900 | $186.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,883 | $185.0K | 0.05% | +1,883 | New |
| Austin Private Wealth, LLC | 1,843 | $181.0K | 0.04% | −397−17.7% | Reduced |
| American National Bank | 1,842 | $181.0K | 0.04% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,843 | $181.0K | 0.02% | +13+0.7% | Added |
| Addison Advisors LLC | 1,776 | $174.0K | 0.11% | +1,544+665.5% | Added |
| FinTrust Capital Advisors, LLC | 1,765 | $173.0K | 0.04% | −202−10.3% | Reduced |
| First Manhattan Co | 1,724 | $169.0K | 0.00% | +139+8.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,708 | $168.0K | 0.02% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 1,685 | $165.0K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,632 | $160.0K | 0.03% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,596 | $157.0K | 0.05% | −2,839−64.0% | Reduced |
| Lenox Wealth Advisors, LLC | 1,601 | $157.0K | 0.02% | −71−4.2% | Reduced |
| Kozak & Associates, Inc. | 1,813 | $156.0K | 0.10% | +113+6.6% | Added |
| Eagle Bay Advisors LLC | 1,574 | $155.0K | 0.10% | −1,527−49.2% | Reduced |
| Rock Creek Group, LP | 1,582 | $155.0K | 0.02% | −489−23.6% | Reduced |
| Key Financial Inc | 1,584 | $155.0K | 0.08% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,550 | $152.0K | 0.02% | +1,550 | New |
| Vectors Research Management, LLC | 1,503 | $148.0K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,484 | $146.0K | 0.09% | −438−22.8% | Reduced |
| Laffer Tengler Investments | 1,415 | $138.9K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,371 | $135.0K | 0.01% | −785−36.4% | Reduced |
| Wolff Wiese Magana LLC | 1,373 | $135.0K | 0.09% | −777−36.1% | Reduced |
| Independence Bank of Kentucky | 1,364 | $134.0K | 0.05% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,357 | $133.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,348 | $132.0K | 0.04% | +154+12.9% | Added |
| Gleason Group, Inc. | 1,335 | $131.0K | 0.04% | +9+0.7% | Added |
| Burleson & Company, LLC | 1,329 | $130.0K | 0.02% | +6+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,323 | $130.0K | 0.00% | +27+2.1% | Added |
| Capital Advisors, Ltd. LLC | 1,300 | $128.0K | 0.02% | +219+20.3% | Added |
| Selective Wealth Management, Inc. | 1,278 | $125.0K | 0.05% | −950−42.6% | Reduced |
| Dividend Assets Capital, LLC | 1,267 | $124.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,234 | $121.0K | 0.08% | +130+11.8% | Added |
| Farmers & Merchants Investments Inc | 1,234 | $121.0K | 0.00% | +250+25.4% | Added |
| Hexagon Capital Partners LLC | 1,198 | $118.0K | 0.03% | +501+71.9% | Added |
| Reilly Financial Advisors, LLC | 1,189 | $117.0K | 0.01% | +73+6.5% | Added |
| West Paces Advisors Inc. | 1,189 | $116.7K | 0.04% | +50+4.4% | Added |
| PSI Advisors, LLC | 1,178 | $116.0K | 0.05% | −659−35.9% | Reduced |
| Exane Derivatives | 1,133 | $111.2K | 0.03% | −5,600−83.2% | Reduced |
| Optiver Holding B.V. | 1,119 | $109.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 1,109 | $109.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,034 | $109.0K | 0.04% | +19+1.9% | Added |
| Fortis Advisors, LLC | 1,099 | $108.0K | 0.06% | +8+0.7% | Added |
| Eukles Asset Management | 1,067 | $105.0K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 1,065 | $105.0K | 0.07% | +5+0.5% | Added |
| McIlrath & Eck, LLC | 1,051 | $103.0K | 0.03% | +81+8.4% | Added |
| Plante Moran Financial Advisors, LLC | 1,033 | $101.0K | 0.02% | +684+196.0% | Added |
| Crewe Advisors LLC | 1,033 | $101.0K | 0.02% | +1,033 | New |
| Citizens National Bank Trust Department | 1,014 | $100.0K | 0.04% | +1,014 | New |
| First National Bank of South Miami | 1,000 | $98.0K | 0.06% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,001 | $98.0K | 0.02% | +194+24.0% | Added |
| Ford Financial Group, LLC | 1,000 | $98.0K | 0.03% | +1,000 | New |
| Bogart Wealth, LLC | 977 | $96.0K | 0.01% | 00.0% | Unchanged |
| WD Rutherford LLC | 975 | $96.0K | 0.05% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 958 | $94.0K | 0.02% | +30+3.2% | Added |
| Cedar Wealth Management, LLC | 922 | $91.0K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 925 | $90.8K | 0.05% | +925 | New |
| Cedar Mountain Advisors, LLC | 889 | $87.0K | 0.03% | +4+0.5% | Added |
| Sutton Wealth Advisors Inc. | 881 | $86.5K | 0.03% | +12+1.4% | Added |
| Stonebridge Capital Advisors LLC | 870 | $85.0K | 0.01% | +33+3.9% | Added |
| Lloyd Advisory Services, LLC. | 842 | $83.0K | 0.04% | +316+60.1% | Added |
| Tilia Fiduciary Partners, Inc. | 841 | $83.0K | 0.07% | +841 | New |
| TSFG, LLC | 839 | $82.0K | 0.03% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 826 | $81.0K | 0.04% | +826 | New |
| CoreFirst Bank & Trust | 811 | $80.0K | 0.05% | 00.0% | Unchanged |
| Corsicana & Co. | 807 | $79.0K | 0.05% | 00.0% | Unchanged |
| Park Circle Co | 800 | $79.0K | 0.06% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 800 | $79.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 796 | $78.1K | 0.07% | +796 | New |
| Gemmer Asset Management LLC | 784 | $77.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 760 | $75.0K | 0.09% | +4+0.5% | Added |
| TCI Wealth Advisors, Inc. | 752 | $74.0K | 0.01% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 750 | $74.0K | 0.07% | +750 | New |
| Twin Lakes Capital Management, LLC | 720 | $71.0K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 710 | $70.0K | 0.02% | +71+11.1% | Added |
| Smith Group Asset Management, LLC | 688 | $68.0K | 0.00% | +218+46.4% | Added |
| Hanson & Doremus Investment Management | 694 | $68.0K | 0.01% | +375+117.6% | Added |
| HHM Wealth Advisors, LLC | 680 | $67.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 682 | $67.0K | 0.02% | +2+0.3% | Added |
| Creative Financial Designs Inc | 663 | $65.0K | 0.01% | −39−5.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 663 | $65.0K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 650 | $63.8K | 0.01% | +50+8.3% | Added |
| Widmann Financial Services, Inc. | 637 | $62.0K | 0.05% | +637 | New |
| First Financial Corp | 624 | $61.0K | 0.04% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 625 | $61.0K | 0.04% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 623 | $61.0K | 0.02% | +150+31.7% | Added |
| Vigilant Capital Management, LLC | 613 | $60.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 602 | $59.0K | 0.00% | −19,938−97.1% | Reduced |
| AllSquare Wealth Management LLC | 598 | $59.0K | 0.03% | −98−14.1% | Reduced |
| Professional Financial Advisors, LLC | 601 | $59.0K | 0.03% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 594 | $58.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 586 | $58.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 593 | $58.0K | 0.03% | +492+487.1% | Added |
| Horrell Capital Management, Inc. | 583 | $57.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 581 | $57.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 567 | $56.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 567 | $55.0K | 0.01% | 00.0% | Unchanged |