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 |
|---|---|---|---|---|---|
| CWM, LLC | 48,892 | $4.80M | 0.03% | +48,892 | New |
| Corient Capital Partners, LLC | 48,472 | $4.76M | 0.32% | −118−0.2% | Reduced |
| First Hawaiian Bank | 48,391 | $4.75M | 0.14% | −252−0.5% | Reduced |
| Transcend Wealth Collective, LLC | 48,116 | $4.72M | 0.42% | +5,038+11.7% | Added |
| Norinchukin Bank, The | 47,830 | $4.70M | 0.06% | −1,536−3.1% | Reduced |
| SkyOak Wealth, LLC | 47,827 | $4.70M | 1.19% | +587+1.2% | Added |
| Mark Stevens | 47,328 | $4.64M | 0.49% | −2,735−5.5% | Reduced |
| Marathon Trading Investment Management LLC | 46,012 | $4.52M | 1.89% | +46,012 | New |
| Veritable, L.P. | 45,746 | $4.49M | 0.07% | −181−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 45,610 | $4.48M | 0.04% | −3,177−6.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 45,604 | $4.48M | 0.10% | +45,604 | New |
| Advisor Partners LLC | 45,597 | $4.47M | 0.27% | −5,824−11.3% | Reduced |
| Benson Investment Management Company, Inc. | 45,441 | $4.46M | 2.16% | +315+0.7% | Added |
| HAP Trading, LLC | 45,376 | $4.45M | 0.31% | +1,832+4.2% | Added |
| Donaldson Capital Management, LLC | 45,216 | $4.44M | 0.20% | +1,948+4.5% | Added |
| TownSquare Capital, LLC | 45,122 | $4.43M | 0.11% | +4,390+10.8% | Added |
| Aigen Investment Management, LP | 44,688 | $4.43M | 0.27% | +31,385+235.9% | Added |
| Heritage Trust Co | 44,859 | $4.40M | 0.56% | −2,050−4.4% | Reduced |
| Roanoke Asset Management Corp | 44,788 | $4.40M | 1.46% | −490−1.1% | Reduced |
| Mayflower Financial Advisors, LLC | 44,735 | $4.39M | 0.58% | +456+1.0% | Added |
| Joel Isaacson & Co., LLC | 44,099 | $4.33M | 0.30% | +25+0.1% | Added |
| Huntington National Bank | 43,968 | $4.32M | 0.04% | +933+2.2% | Added |
| Massmutual Trust Co FSB | 43,796 | $4.30M | 0.16% | +132+0.3% | Added |
| Mitchell Capital Management Co | 43,574 | $4.28M | 0.87% | +921+2.2% | Added |
| JustInvest LLC | 43,188 | $4.24M | 0.25% | +14,747+51.9% | Added |
| Comerica Securities,inc. | 43,099 | $4.23M | 0.27% | +1,582+3.8% | Added |
| A. D. Beadell Investment Counsel, Inc. | 42,800 | $4.20M | 2.63% | −325−0.8% | Reduced |
| KCS Wealth Advisory | 42,654 | $4.19M | 1.68% | +297+0.7% | Added |
| Institutional & Family Asset Management, LLC | 42,562 | $4.18M | 0.65% | −1,756−4.0% | Reduced |
| Glenmede Trust Co NA | 42,495 | $4.17M | 0.02% | +2,168+5.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 42,362 | $4.16M | 0.16% | −400−0.9% | Reduced |
| Level Four Advisory Services, LLC | 42,244 | $4.15M | 0.32% | −852−2.0% | Reduced |
| Morse Asset Management, Inc | 42,058 | $4.13M | 0.92% | −165−0.4% | Reduced |
| Hunter Associates Investment Management LLC | 41,923 | $4.12M | 1.18% | −300−0.7% | Reduced |
| Hancock Whitney Corp | 41,843 | $4.11M | 0.13% | −2,741−6.1% | Reduced |
| Regent Investment Management LLC | 41,470 | $4.07M | 0.89% | −8,625−17.2% | Reduced |
| Tocqueville Asset Management L.P. | 41,051 | $4.03M | 0.06% | −577−1.4% | Reduced |
| Lincluden Management Ltd | 40,330 | $3.96M | 0.36% | −400−1.0% | Reduced |
| Patten & Patten Inc | 40,275 | $3.95M | 0.27% | −50−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 40,190 | $3.94M | 0.06% | +2,225+5.9% | Added |
| Pinnbrook Capital Management LP | 40,047 | $3.93M | 3.16% | +40,047 | New |
| Caption Management, LLC | 40,000 | $3.93M | 0.24% | −14,800−27.0% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 40,000 | $3.93M | 2.26% | +40,000 | New |
| Cerity Partners LLC | 40,012 | $3.92M | 0.06% | +9,803+32.5% | Added |
| Prelude Capital Management, LLC | 39,889 | $3.92M | 0.19% | −13,669−25.5% | Reduced |
| MRJ Capital Inc | 39,666 | $3.89M | 2.25% | −2,242−5.3% | Reduced |
| Siemens Fonds Invest GmbH | 39,381 | $3.89M | 0.26% | +4,792+13.9% | Added |
| Castleark Management LLC | 39,200 | $3.85M | 0.14% | 00.0% | Unchanged |
| Sigma Planning Corp | 39,192 | $3.85M | 0.11% | +6,996+21.7% | Added |
| Vestmark Advisory Solutions, Inc. | 39,137 | $3.84M | 0.22% | −2,505−6.0% | Reduced |
| TBH Global Asset Management, LLC | 39,057 | $3.83M | 0.79% | +97+0.2% | Added |
| Cetera Advisor Networks LLC | 39,067 | $3.81M | 0.05% | +7,353+23.2% | Added |
| Stephens Inc | 38,497 | $3.78M | 0.06% | −12,640−24.7% | Reduced |
| Logan Capital Management Inc | 38,321 | $3.76M | 0.16% | +344+0.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 38,037 | $3.73M | 0.35% | −460−1.2% | Reduced |
| United Fire Group Inc | 38,000 | $3.73M | 1.75% | +20,000+111.1% | Added |
| Pathstone Family Office, LLC | 37,887 | $3.72M | 0.09% | +7,291+23.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 37,175 | $3.65M | 0.04% | −1,207−3.1% | Reduced |
| KCM Investment Advisors LLC | 37,163 | $3.65M | 0.13% | +1,417+4.0% | Added |
| Avantax Advisory Services, Inc. | 36,860 | $3.62M | 0.05% | +1,276+3.6% | Added |
| Everence Capital Management Inc | 36,741 | $3.61M | 0.27% | +6,810+22.8% | Added |
| Tdam USA Inc. | 36,618 | $3.59M | 0.22% | −3,975−9.8% | Reduced |
| Sciencast Management LP | 34,621 | $3.59M | 0.63% | +13,008+60.2% | Added |
| Sculati Wealth Management, LLC | 36,156 | $3.55M | 1.72% | +328+0.9% | Added |
| Prudential PLC | 36,120 | $3.55M | 0.05% | +36,120 | New |
| Xcel Wealth Management, LLC | 35,600 | $3.49M | 0.90% | +10,454+41.6% | Added |
| Affinity Investment Advisors, LLC | 35,550 | $3.49M | 1.40% | −613−1.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 35,531 | $3.49M | 0.57% | +11,941+50.6% | Added |
| Northeast Investment Management | 35,282 | $3.46M | 0.17% | −2,553−6.7% | Reduced |
| Great Diamond Partners, LLC | 35,256 | $3.46M | 0.89% | −394−1.1% | Reduced |
| Assenagon Asset Management S.A. | 35,155 | $3.45M | 0.01% | +1,639+4.9% | Added |
| Assetmark, Inc | 35,086 | $3.44M | 0.01% | +7,382+26.6% | Added |
| Old Second National Bank of Aurora | 51,062 | $3.42M | 1.02% | −14,256−21.8% | Reduced |
| Cresset Asset Management, LLC | 37,352 | $3.41M | 0.03% | −2,794−7.0% | Reduced |
| Modera Wealth Management, LLC | 34,260 | $3.36M | 0.13% | −11,423−25.0% | Reduced |
| Hennessy Advisors Inc | 34,100 | $3.35M | 0.19% | −400−1.2% | Reduced |
| Greenleaf Trust | 34,012 | $3.34M | 0.04% | +2,815+9.0% | Added |
| Wetherby Asset Management Inc | 33,569 | $3.30M | 0.19% | +464+1.4% | Added |
| KMG Fiduciary Partners, LLC | 33,464 | $3.29M | 0.51% | −6,988−17.3% | Reduced |
| Chase Investment Counsel Corp | 33,394 | $3.28M | 1.31% | −42−0.1% | Reduced |
| Symmetry Partners, LLC | 33,292 | $3.27M | 0.21% | −1,058−3.1% | Reduced |
| IMC-Chicago, LLC | 33,276 | $3.27M | 0.13% | +20,933+169.6% | Added |
| Williams Jones Wealth Management, LLC. | 33,170 | $3.26M | 0.04% | +835+2.6% | Added |
| Cohen Klingenstein LLC | 31,400 | $3.25M | 0.13% | 00.0% | Unchanged |
| Helios Capital Management Pte. Ltd | 33,000 | $3.24M | 2.94% | +33,000 | New |
| Varma Mutual Pension Insurance Co | 32,911 | $3.23M | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 32,862 | $3.23M | 0.06% | +19,499+145.9% | Added |
| Redpoint Investment Management Pty Ltd | 32,758 | $3.22M | 0.26% | −1,351−4.0% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 32,443 | $3.19M | 2.36% | +450+1.4% | Added |
| Duality Advisers, LP | 32,433 | $3.18M | 0.34% | −46,663−59.0% | Reduced |
| Raymond James Trust N.A. | 32,358 | $3.18M | 0.09% | +3,757+13.1% | Added |
| Dynamic Advisor Solutions LLC | 32,278 | $3.17M | 0.23% | +833+2.6% | Added |
| Cigna Investments Inc | 31,904 | $3.13M | 0.25% | −12,192−27.6% | Reduced |
| Kempen Capital Management N.V. | 31,509 | $3.09M | 0.10% | −801−2.5% | Reduced |
| Cutler Group LP | 31,478 | $3.09M | 0.21% | +13,731+77.4% | Added |
| Deltec Asset Management LLC | 31,200 | $3.06M | 0.50% | +10,200+48.6% | Added |
| Lipe & Dalton | 31,175 | $3.06M | 1.45% | −1,123−3.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 31,150 | $3.06M | 0.19% | +1,307+4.4% | Added |
| Los Angeles Capital Management LLC | 30,549 | $3.00M | 0.01% | −10,060−24.8% | Reduced |
| Foster & Motley Inc | 30,014 | $2.95M | 0.23% | −51−0.2% | Reduced |