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 |
|---|---|---|---|---|---|
| Maltese Capital Management LLC | 30,000 | $2.94M | 0.48% | −10,000−25.0% | Reduced |
| Gifford Fong Associates | 30,000 | $2.94M | 0.52% | 00.0% | Unchanged |
| American National Insurance Co | 29,975 | $2.94M | 0.65% | −150,340−83.4% | Reduced |
| Sowell Financial Services LLC | 29,944 | $2.94M | 0.17% | +692+2.4% | Added |
| Meiji Yasuda Life Insurance Co | 29,836 | $2.93M | 0.05% | −3,971−11.7% | Reduced |
| Parallel Advisors, LLC | 29,562 | $2.90M | 0.11% | −89−0.3% | Reduced |
| Bowling Portfolio Management LLC | 29,347 | $2.88M | 0.60% | −585−2.0% | Reduced |
| Aureus Asset Management, LLC | 29,239 | $2.87M | 0.18% | +4,598+18.7% | Added |
| Equitable Trust Co | 29,143 | $2.86M | 0.18% | −9,862−25.3% | Reduced |
| Occidental Asset Management, LLC | 28,962 | $2.84M | 0.68% | +1,069+3.8% | Added |
| Eagle Asset Management Inc | 28,781 | $2.84M | 0.01% | +28,781 | New |
| Palisade Asset Management, LLC | 28,956 | $2.84M | 0.32% | +114+0.4% | Added |
| Capital International Inc | 28,944 | $2.84M | 0.03% | −2,528−8.0% | Reduced |
| Venture Visionary Partners LLC | 28,794 | $2.83M | 0.18% | +846+3.0% | Added |
| Ibex Wealth Advisors | 28,700 | $2.82M | 0.50% | +1,390+5.1% | Added |
| Freedom Day Solutions, LLC | 28,449 | $2.79M | 1.12% | −1,037−3.5% | Reduced |
| Heron Financial Group, LLC | 26,792 | $2.79M | 1.50% | −1,470−5.2% | Reduced |
| Park Avenue Securities LLC | 28,180 | $2.77M | 0.05% | +1,816+6.9% | Added |
| Regions Financial Corp | 27,821 | $2.73M | 0.02% | −1,745−5.9% | Reduced |
| Union Heritage Capital, LLC | 27,747 | $2.72M | 1.28% | 00.0% | Unchanged |
| National Asset Management, Inc. | 27,682 | $2.72M | 0.08% | +2,170+8.5% | Added |
| Carret Asset Management, LLC | 27,648 | $2.71M | 0.30% | −205−0.7% | Reduced |
| AE Wealth Management LLC | 27,618 | $2.71M | 0.02% | +3,459+14.3% | Added |
| Community Trust & Investment Co | 27,415 | $2.69M | 0.21% | +1,732+6.7% | Added |
| Dimension Capital Management LLC | 27,211 | $2.67M | 0.50% | +270+1.0% | Added |
| Virtu Financial LLC | 27,200 | $2.67M | 0.27% | +6,483+31.3% | Added |
| Bluefin Capital Management, LLC | 27,182 | $2.67M | 0.21% | +12,693+87.6% | Added |
| Geneos Wealth Management Inc. | 27,167 | $2.67M | 0.10% | +1,345+5.2% | Added |
| Van Leeuwen & Company, LLC | 26,869 | $2.64M | 1.48% | −611−2.2% | Reduced |
| Pensionfund DSM Netherlands | 26,800 | $2.63M | 0.30% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 26,610 | $2.61M | 0.02% | −515−1.9% | Reduced |
| CMT Capital Markets Trading GmbH | 26,558 | $2.61M | 0.75% | −77,924−74.6% | Reduced |
| Independent Advisor Alliance | 26,469 | $2.60M | 0.13% | +1,301+5.2% | Added |
| HCR Wealth Advisors | 26,459 | $2.60M | 0.40% | −961−3.5% | Reduced |
| Chemistry Wealth Management LLC | 26,281 | $2.58M | 2.16% | +26,281 | New |
| Next Level Private LLC | 26,281 | $2.58M | 2.16% | +26,281 | New |
| Veriti Management LLC | 26,262 | $2.58M | 0.33% | +30.0% | Added |
| Chemung Canal Trust Co | 26,168 | $2.57M | 0.46% | −75−0.3% | Reduced |
| Van Eck Associates Corp | 26,050 | $2.56M | 0.01% | −2,291−8.1% | Reduced |
| Lyell Wealth Management, LP | 25,944 | $2.55M | 0.29% | +14,790+132.6% | Added |
| MD Financial Management Inc. | 25,907 | $2.54M | 0.06% | +4,600+21.6% | Added |
| Koshinski Asset Management, Inc. | 25,669 | $2.52M | 0.20% | −466−1.8% | Reduced |
| HB Wealth Management, LLC | 25,616 | $2.52M | 0.05% | +25,616 | New |
| Lincoln National Corp | 25,777 | $2.50M | 0.05% | +1,298+5.3% | Added |
| Greenwich Wealth Management LLC | 25,285 | $2.48M | 0.20% | −18−0.1% | Reduced |
| Sumitomo Life Insurance Co | 25,237 | $2.48M | 0.06% | −744−2.9% | Reduced |
| Synovus Financial Corp | 25,033 | $2.47M | 0.02% | +732+3.0% | Added |
| Integrated Advisors Network LLC | 25,007 | $2.46M | 0.14% | +2,815+12.7% | Added |
| Lee Capital Holdings LLC | 25,000 | $2.45M | 1.29% | +10,000+66.7% | Added |
| Ritholtz Wealth Management | 24,988 | $2.45M | 0.15% | −2,217−8.1% | Reduced |
| Empirical Finance, LLC | 24,895 | $2.44M | 0.29% | +6,532+35.6% | Added |
| Hudson Canyon Capital Management | 24,844 | $2.44M | 1.77% | −1,564−5.9% | Reduced |
| Advisory Services Network, LLC | 24,637 | $2.42M | 0.07% | +1,715+7.5% | Added |
| Edgestream Partners, L.P. | 24,599 | $2.42M | 0.15% | +10,062+69.2% | Added |
| Bank of New Hampshire | 24,357 | $2.39M | 0.58% | −7,022−22.4% | Reduced |
| Culbertson A N & Co Inc | 24,105 | $2.37M | 0.45% | +205+0.9% | Added |
| Texas Yale Capital Corp. | 24,055 | $2.36M | 0.12% | +400+1.7% | Added |
| IndexIQ Advisors LLC | 24,047 | $2.36M | 0.08% | −1,537−6.0% | Reduced |
| Altrafin AG | 23,828 | $2.34M | 0.85% | +23,828 | New |
| Essex Investment Management Co LLC | 23,763 | $2.33M | 0.27% | −5,000−17.4% | Reduced |
| Arcus Capital Partners, LLC | 23,691 | $2.33M | 0.79% | +153+0.7% | Added |
| Walleye Capital LLC | 23,588 | $2.31M | 0.08% | −45,321−65.8% | Reduced |
| Kestra Private Wealth Services, LLC | 23,525 | $2.31M | 0.11% | +5,802+32.7% | Added |
| Arrow Financial Corp | 23,370 | $2.29M | 0.27% | −3,342−12.5% | Reduced |
| Signaturefd, LLC | 23,340 | $2.29M | 0.07% | +4,245+22.2% | Added |
| We Are One Seven, LLC | 23,148 | $2.27M | 0.24% | +928+4.2% | Added |
| TCTC Holdings, LLC | 23,090 | $2.27M | 0.10% | 00.0% | Unchanged |
| City Holding Co | 24,970 | $2.27M | 0.38% | +5,066+25.5% | Added |
| Charles Carroll Financial Partners, LLC | 23,078 | $2.27M | 2.25% | +23,078 | New |
| IBM Retirement Fund | 22,681 | $2.23M | 0.28% | −15,805−41.1% | Reduced |
| Spire Wealth Management | 22,630 | $2.23M | 0.05% | +844+3.9% | Added |
| Abeille Asset Management SA | 22,560 | $2.21M | 0.51% | +22,560 | New |
| Capital Investment Counsel, Inc | 22,342 | $2.19M | 0.41% | +276+1.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,149 | $2.18M | 0.00% | +11,231+102.9% | Added |
| New England Research & Management, Inc. | 22,117 | $2.17M | 1.05% | −1,090−4.7% | Reduced |
| Courier Capital LLC | 22,090 | $2.17M | 0.20% | −1,310−5.6% | Reduced |
| Goodwin Daniel L | 22,000 | $2.16M | 0.95% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 22,000 | $2.16M | 0.17% | 00.0% | Unchanged |
| IFG Advisory, LLC | 21,975 | $2.16M | 0.21% | −3,036−12.1% | Reduced |
| Prudent Man Advisors, LLC | 21,897 | $2.15M | 0.82% | −3,029−12.2% | Reduced |
| Lazard Asset Management LLC | 21,845 | $2.14M | 0.00% | −677−3.0% | Reduced |
| Profund Advisors LLC | 21,826 | $2.14M | 0.07% | +1,518+7.5% | Added |
| CAPROCK Group, Inc. | 21,623 | $2.12M | 0.18% | −989−4.4% | Reduced |
| Capital International Ltd | 21,510 | $2.11M | 0.11% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 21,420 | $2.10M | 1.27% | −1,100−4.9% | Reduced |
| American National Registered Investment Advisor, Inc. | 21,396 | $2.10M | 0.69% | −40.0% | Reduced |
| Baldwin Investment Management, LLC | 21,298 | $2.09M | 0.55% | +398+1.9% | Added |
| Savant Capital, LLC | 21,303 | $2.09M | 0.07% | +1,437+7.2% | Added |
| Griffin Asset Management, Inc. | 21,175 | $2.08M | 0.26% | +406+2.0% | Added |
| Fractal Investments LLC | 21,087 | $2.07M | 0.72% | +21,087 | New |
| Toscafund Asset Management LLP | 21,000 | $2.06M | 1.78% | 00.0% | Unchanged |
| Pitcairn Co | 20,768 | $2.04M | 0.13% | −742−3.4% | Reduced |
| Meeder Asset Management Inc | 20,714 | $2.03M | 0.20% | −42,605−67.3% | Reduced |
| Clarius Group, LLC | 20,513 | $2.01M | 0.16% | +312+1.5% | Added |
| Convergence Investment Partners, LLC | 20,374 | $2.00M | 1.02% | +4,478+28.2% | Added |
| Procyon Private Wealth Partners, LLC | 20,288 | $1.99M | 0.42% | +6,060+42.6% | Added |
| Toroso Investments, LLC | 20,241 | $1.99M | 0.06% | +757+3.9% | Added |
| UBP Investment Advisors SA | 20,000 | $1.96M | 0.71% | 00.0% | Unchanged |
| MAI Capital Management | 19,743 | $1.94M | 0.03% | +7,429+60.3% | Added |
| Alaethes Wealth LLC | 19,737 | $1.94M | 1.22% | −549−2.7% | Reduced |