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 |
|---|---|---|---|---|---|
| Abbot Financial Management, Inc. | 19,720 | $1.94M | 0.86% | −100−0.5% | Reduced |
| Centiva Capital, LP | 19,525 | $1.92M | 0.12% | +6,540+50.4% | Added |
| Northeast Financial Consultants Inc | 19,380 | $1.90M | 0.12% | +4,168+27.4% | Added |
| Westwood Holdings Group Inc. | 19,323 | $1.90M | 0.02% | +597+3.2% | Added |
| Balasa Dinverno & Foltz LLC | 19,214 | $1.89M | 0.12% | +212+1.1% | Added |
| Capital Investment Advisors, LLC | 19,213 | $1.89M | 0.06% | +4,135+27.4% | Added |
| South State Corp. | 18,866 | $1.85M | 0.14% | −2,324−11.0% | Reduced |
| Belpointe Asset Management LLC | 18,777 | $1.84M | 0.11% | +12,995+224.7% | Added |
| Asio Capital, LLC | 18,725 | $1.84M | 0.57% | +697+3.9% | Added |
| TD Private Client Wealth LLC | 18,686 | $1.83M | 0.08% | −5,025−21.2% | Reduced |
| Caldwell Trust Co | 18,671 | $1.83M | 0.21% | +915+5.2% | Added |
| Integrated Wealth Concepts LLC | 18,624 | $1.83M | 0.05% | +2,777+17.5% | Added |
| Richard Bernstein Advisors LLC | 18,369 | $1.80M | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 31,836 | $1.79M | 0.05% | +20,261+175.0% | Added |
| Insight Inv LLC | 18,155 | $1.78M | 1.64% | +18,155 | New |
| Tiemann Investment Advisors, LLC | 18,084 | $1.77M | 0.75% | +50+0.3% | Added |
| Acropolis Investment Management, LLC | 17,999 | $1.77M | 0.16% | +695+4.0% | Added |
| Institute for Wealth Management, LLC. | 17,905 | $1.76M | 0.29% | −132−0.7% | Reduced |
| Vident Investment Advisory, LLC | 17,808 | $1.75M | 0.05% | +475+2.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,775 | $1.75M | 0.41% | −19,878−52.8% | Reduced |
| Stratos Wealth Partners, LTD. | 17,524 | $1.72M | 0.04% | +1,675+10.6% | Added |
| Trust Investment Advisors | 17,438 | $1.71M | 1.35% | +16+0.1% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $1.70M | 0.08% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 17,312 | $1.70M | 0.06% | −831−4.6% | Reduced |
| Wright Investors Service Inc | 17,226 | $1.69M | 0.43% | −6,164−26.4% | Reduced |
| Moors & Cabot, Inc. | 21,826 | $1.69M | 0.10% | +1,916+9.6% | Added |
| TCG Advisory Services, LLC | 17,160 | $1.68M | 0.40% | +620+3.7% | Added |
| Wolverine Asset Management LLC | 17,154 | $1.68M | 0.02% | +16,981+9,815.6% | Added |
| Vestcor Inc | 16,890 | $1.66M | 0.06% | −3,676−17.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 16,857 | $1.66M | 0.37% | +567+3.5% | Added |
| Forum Financial Management, LP | 16,839 | $1.65M | 0.09% | +16,839 | New |
| Brasada Capital Management, LP | 16,705 | $1.65M | 0.32% | +2,248+15.5% | Added |
| HRT Financial LP | 16,772 | $1.65M | 0.01% | −365,888−95.6% | Reduced |
| TrimTabs Asset Management, LLC | 16,494 | $1.62M | 0.80% | −8,528−34.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 16,447 | $1.61M | 0.03% | +115+0.7% | Added |
| Coastline Trust Co | 16,405 | $1.61M | 0.18% | +2,430+17.4% | Added |
| Capstone Investment Advisors, LLC | 16,393 | $1.61M | 0.03% | −60,029−78.5% | Reduced |
| McAlister, Sweet & Associates, Inc. | 16,390 | $1.61M | 1.40% | +16,390 | New |
| NVWM, LLC | 16,336 | $1.60M | 0.50% | +1,033+6.8% | Added |
| Bank Pictet & Cie (Asia) Ltd | 16,331 | $1.60M | 0.38% | 00.0% | Unchanged |
| White Pine Capital LLC | 16,250 | $1.59M | 0.47% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 23,238 | $1.59M | 0.04% | −1,259−5.1% | Reduced |
| Keebeck Alpha, LP | 16,151 | $1.58M | 0.57% | +6,142+61.4% | Added |
| Leavell Investment Management, Inc. | 16,021 | $1.57M | 0.10% | +1,420+9.7% | Added |
| Decatur Capital Management, Inc. | 15,948 | $1.56M | 0.93% | −194−1.2% | Reduced |
| Intrust Bank NA | 15,921 | $1.56M | 0.19% | +244+1.6% | Added |
| SevenBridge Financial Group, LLC | 15,820 | $1.55M | 0.47% | −88−0.6% | Reduced |
| Meridian Wealth Management, LLC | 15,752 | $1.55M | 0.17% | +775+5.2% | Added |
| Syntal Capital Partners, LLC | 15,737 | $1.54M | 0.66% | +10,543+203.0% | Added |
| Boston Private Wealth LLC | 15,697 | $1.54M | 0.03% | −47,283−75.1% | Reduced |
| Oak Asset Management, LLC | 15,678 | $1.54M | 0.59% | +200+1.3% | Added |
| Sawtooth Solutions, LLC | 15,656 | $1.54M | 0.17% | +8,209+110.2% | Added |
| Highview Capital Management LLC | 15,643 | $1.54M | 1.00% | +15,643 | New |
| Duff & Phelps Investment Management Co | 15,611 | $1.53M | 0.02% | +61+0.4% | Added |
| Altium Wealth Management LLC | 15,605 | $1.53M | 0.10% | +2,205+16.5% | Added |
| Intact Investment Management Inc. | 15,500 | $1.52M | 0.04% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 15,385 | $1.51M | 0.07% | +402+2.7% | Added |
| Gotham Asset Management, LLC | 15,355 | $1.51M | 0.05% | −6,425−29.5% | Reduced |
| Winton Group Ltd | 15,280 | $1.50M | 0.09% | +15,280 | New |
| Rational Advisors LLC | 15,179 | $1.49M | 0.09% | +4,104+37.1% | Added |
| Allen Investment Management LLC | 15,084 | $1.48M | 0.02% | +10,804+252.4% | Added |
| Capital Management Associates | 15,000 | $1.47M | 1.44% | 00.0% | Unchanged |
| Baader Bank INC | 15,000 | $1.47M | 0.12% | +15,000 | New |
| Delphi Management Inc | 14,947 | $1.47M | 1.38% | +928+6.6% | Added |
| Wedbush Securities Inc | 14,882 | $1.46M | 0.06% | +344+2.4% | Added |
| Diligent Investors, LLC | 14,870 | $1.46M | 0.41% | −397−2.6% | Reduced |
| Zullo Investment Group, Inc. | 14,874 | $1.46M | 0.75% | +14,874 | New |
| Centaurus Financial, Inc. | 14,853 | $1.46M | 0.11% | −119−0.8% | Reduced |
| Redwood Investment Management, LLC | 14,849 | $1.46M | 0.19% | +11,800+387.0% | Added |
| Am Investment Strategies LLC | 14,725 | $1.45M | 0.35% | +89+0.6% | Added |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.44M | 0.51% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 14,679 | $1.44M | 0.15% | 00.0% | Unchanged |
| Dakota Wealth Management | 14,673 | $1.44M | 0.15% | +497+3.5% | Added |
| Spouting Rock Asset Management, LLC | 14,663 | $1.44M | 1.13% | −13,575−48.1% | Reduced |
| Boston Partners | 14,558 | $1.43M | 0.00% | −2,367−14.0% | Reduced |
| Conning Inc. | 14,518 | $1.43M | 0.04% | −306−2.1% | Reduced |
| Amica Retiree Medical Trust | 14,448 | $1.42M | 1.20% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 14,417 | $1.42M | 0.10% | +320+2.3% | Added |
| Mystic Asset Management, Inc. | 14,390 | $1.41M | 0.67% | +14,390 | New |
| Beacon Pointe Advisors, LLC | 14,373 | $1.41M | 0.04% | −2,443−14.5% | Reduced |
| Checchi Capital Advisers, LLC | 14,277 | $1.40M | 0.15% | +174+1.2% | Added |
| Ashburton (Jersey) Ltd | 14,256 | $1.40M | 0.59% | +533+3.9% | Added |
| Somerset Trust Co | 14,231 | $1.40M | 0.51% | +299+2.1% | Added |
| Trust Asset Management LLC | 14,207 | $1.40M | 0.17% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 14,036 | $1.38M | 0.03% | −4,024−22.3% | Reduced |
| Odey Holdings Ltd | 13,943 | $1.37M | 7.61% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 13,931 | $1.37M | 0.29% | −665−4.6% | Reduced |
| S&CO Inc | 13,915 | $1.36M | 0.10% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 13,905 | $1.36M | 0.04% | −149−1.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,896 | $1.36M | 0.15% | +2,758+24.8% | Added |
| Bank Hapoalim BM | 13,843 | $1.36M | 0.14% | −944−6.4% | Reduced |
| AdvisorNet Financial, Inc | 13,799 | $1.35M | 0.08% | −9,276−40.2% | Reduced |
| Markston International LLC | 13,768 | $1.35M | 1.36% | −5,617−29.0% | Reduced |
| Atlas Private Wealth Management | 13,767 | $1.35M | 0.75% | −539−3.8% | Reduced |
| FourThought Financial, LLC | 13,720 | $1.35M | 0.17% | −758−5.2% | Reduced |
| Optimas Capital Ltd | 13,636 | $1.34M | 2.86% | +13,636 | New |
| Excalibur Management Corp | 13,623 | $1.34M | 0.54% | −147−1.1% | Reduced |
| 1st Source Bank | 13,614 | $1.34M | 0.08% | +307+2.3% | Added |
| Icon Advisers Inc | 13,600 | $1.33M | 0.21% | 00.0% | Unchanged |
| Unigestion Holding SA | 13,551 | $1.33M | 0.05% | −7,787−36.5% | Reduced |