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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 13,539 | $1.33M | 0.10% | −1,139−7.8% | Reduced |
| Systematic Financial Management LP | 13,500 | $1.32M | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 14,383 | $1.32M | 0.12% | +2,334+19.4% | Added |
| Abbrea Capital, LLC | 13,475 | $1.32M | 0.18% | +390+3.0% | Added |
| Investors Research Corp | 13,416 | $1.32M | 0.40% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 13,367 | $1.31M | 0.10% | +679+5.4% | Added |
| McMillion Capital Management Inc | 13,346 | $1.31M | 0.71% | +13,346 | New |
| Perigon Wealth Management, LLC | 13,325 | $1.31M | 0.09% | +198+1.5% | Added |
| Windsor Group LTD | 12,541 | $1.31M | 0.24% | −147−1.2% | Reduced |
| Financial Counselors Inc | 13,244 | $1.30M | 0.03% | −2,361−15.1% | Reduced |
| SeaCrest Wealth Management, LLC | 13,225 | $1.30M | 0.14% | −159−1.2% | Reduced |
| Wealth Effects LLC | 13,127 | $1.29M | 0.53% | +13,127 | New |
| Citizens Financial Group Inc | 13,743 | $1.29M | 0.04% | +252+1.9% | Added |
| Lavaca Capital LLC | 13,052 | $1.28M | 0.57% | −1,490−10.2% | Reduced |
| Howland Capital Management LLC | 13,029 | $1.28M | 0.06% | +40+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 13,019 | $1.28M | 0.11% | +478+3.8% | Added |
| ARGI Investment Services, LLC | 13,004 | $1.28M | 0.04% | +1,006+8.4% | Added |
| Ballentine Partners, LLC | 13,008 | $1.28M | 0.04% | +1,257+10.7% | Added |
| Triangle Securities Wealth Management | 12,965 | $1.27M | 0.40% | −370−2.8% | Reduced |
| Adell Harriman & Carpenter Inc | 12,938 | $1.27M | 0.12% | +2,975+29.9% | Added |
| First National Trust Co | 12,902 | $1.27M | 0.07% | +404+3.2% | Added |
| JB Capital LLC | 12,874 | $1.26M | 0.13% | +1,493+13.1% | Added |
| IPG Investment Advisors LLC | 12,800 | $1.26M | 0.23% | +12,800 | New |
| Fulton Bank, N.A. | 12,785 | $1.25M | 0.06% | −442−3.3% | Reduced |
| Berkshire Asset Management LLC | 12,758 | $1.25M | 0.08% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 12,755 | $1.25M | 0.54% | +12,755 | New |
| Avidian Wealth Solutions, LLC | 12,746 | $1.25M | 0.08% | +4,566+55.8% | Added |
| Freedman Financial Associates, Inc. | 12,714 | $1.25M | 0.85% | −256−2.0% | Reduced |
| AMG National Trust Bank | 12,689 | $1.25M | 0.04% | +39+0.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.24M | 0.38% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 12,594 | $1.24M | 0.34% | +12,594 | New |
| Principle Wealth Partners LLC | 12,585 | $1.24M | 0.13% | +128+1.0% | Added |
| Delta Asset Management LLC | 12,516 | $1.23M | 0.11% | −75−0.6% | Reduced |
| Wealthcare Advisory Partners LLC | 12,514 | $1.23M | 0.07% | +309+2.5% | Added |
| DCF Advisers, LLC | 12,500 | $1.23M | 0.62% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 12,439 | $1.22M | 0.01% | −1,800−12.6% | Reduced |
| Intersect Capital LLC | 12,427 | $1.22M | 0.23% | +781+6.7% | Added |
| SRN Advisors, LLC | 12,411 | $1.22M | 0.44% | +12,411 | New |
| Buckley Wealth Management, LLC | 12,410 | $1.22M | 0.36% | +5,995+93.5% | Added |
| Viewpoint Capital Management LLC | 12,399 | $1.22M | 0.88% | +12,399 | New |
| Legacy Wealth Asset Management, LLC | 12,390 | $1.22M | 0.41% | −790−6.0% | Reduced |
| Polar Asset Management Partners Inc. | 12,373 | $1.22M | 0.01% | +12,373 | New |
| Mather Group, LLC. | 12,367 | $1.21M | 0.02% | +7,617+160.4% | Added |
| J. W. Coons Advisors, LLC | 12,303 | $1.21M | 0.37% | +3,272+36.2% | Added |
| LMR Partners LLP | 12,266 | $1.20M | 0.02% | +12,266 | New |
| Pacific Global Investment Management CO | 12,221 | $1.20M | 0.22% | +93+0.8% | Added |
| TLWM | 12,221 | $1.20M | 0.40% | +644+5.6% | Added |
| Lake Street Advisors Group, LLC | 12,057 | $1.18M | 0.07% | −241−2.0% | Reduced |
| Parkside Investments, LLC | 12,000 | $1.18M | 0.23% | +3,000+33.3% | Added |
| Silvercrest Asset Management Group LLC | 11,978 | $1.18M | 0.01% | −83−0.7% | Reduced |
| Salem Investment Counselors Inc | 11,963 | $1.17M | 0.04% | +5,817+94.6% | Added |
| Cetera Advisors LLC | 11,953 | $1.17M | 0.02% | −1,913−13.8% | Reduced |
| Resurgent Financial Advisors LLC | 11,943 | $1.17M | 0.97% | +11,943 | New |
| Ashton Thomas Private Wealth, LLC | 11,789 | $1.16M | 0.11% | +3,836+48.2% | Added |
| Claraphi Advisory Network, LLC | 11,780 | $1.16M | 0.40% | +801+7.3% | Added |
| Davenport & Co LLC | 11,775 | $1.16M | 0.01% | +2,014+20.6% | Added |
| Trust Co of Toledo NA | 11,762 | $1.15M | 0.17% | −67−0.6% | Reduced |
| Strategic Investment Advisors | 11,723 | $1.15M | 0.22% | +646+5.8% | Added |
| Diversified Trust Co | 11,688 | $1.15M | 0.04% | −728−5.9% | Reduced |
| Pallas Capital Advisors LLC | 11,512 | $1.14M | 0.14% | +224+2.0% | Added |
| United Capital Financial Advisers, LLC | 11,583 | $1.14M | 0.01% | +1,433+14.1% | Added |
| Capital International Sarl | 11,569 | $1.14M | 0.05% | +9,020+353.9% | Added |
| Magnetar Financial LLC | 11,562 | $1.14M | 0.01% | −2,511−17.8% | Reduced |
| Quadrant Capital Group LLC | 11,521 | $1.13M | 0.13% | −401−3.4% | Reduced |
| Norris Financial Group, LLC | 11,444 | $1.12M | 0.68% | −1,093−8.7% | Reduced |
| Cape Ann Savings Bank | 11,410 | $1.12M | 0.67% | +654+6.1% | Added |
| Ar Asset Management Inc | 11,400 | $1.12M | 0.28% | 00.0% | Unchanged |
| Horizon Investments, LLC | 11,351 | $1.11M | 0.03% | +684+6.4% | Added |
| GFG Capital, LLC | 11,258 | $1.10M | 0.33% | −23−0.2% | Reduced |
| Whittier Trust Co | 11,230 | $1.10M | 0.02% | −1,000−8.2% | Reduced |
| Vanguard Capital Wealth Advisors | 11,173 | $1.10M | 0.79% | −90−0.8% | Reduced |
| Long Run Wealth Advisors, LLC | 11,190 | $1.09M | 0.38% | +11,190 | New |
| MBB Public Markets I LLC | 11,131 | $1.09M | 0.02% | +11,131 | New |
| Stevens Capital Management LP | 11,114 | $1.09M | 0.25% | −17,792−61.6% | Reduced |
| NCM Capital Management, LLC | 11,111 | $1.09M | 0.97% | +11,111 | New |
| Hills Bank & Trust Co | 11,089 | $1.09M | 0.15% | −777−6.5% | Reduced |
| Ironwood Investment Counsel, LLC | 11,034 | $1.08M | 0.25% | +796+7.8% | Added |
| Two Sigma Securities, LLC | 11,035 | $1.08M | 0.21% | +11,035 | New |
| Atlas Private Wealth Advisors | 10,981 | $1.08M | 0.50% | −30.0% | Reduced |
| Apollon Wealth Management, LLC | 10,897 | $1.07M | 0.09% | +2,815+34.8% | Added |
| Washburn Capital Management, Inc. | 10,865 | $1.07M | 0.63% | +1,375+14.5% | Added |
| Muhlenkamp & Co Inc | 10,805 | $1.06M | 0.37% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 10,808 | $1.06M | 0.04% | +6,023+125.9% | Added |
| Roberts Capital Advisors, LLC | 10,785 | $1.06M | 0.99% | +10,785 | New |
| King Luther Capital Management Corp | 9,310 | $1.05M | 0.00% | +981+11.8% | Added |
| Childress Capital Advisors, LLC | 10,599 | $1.04M | 0.43% | −1,309−11.0% | Reduced |
| Brookstone Capital Management | 9,934 | $1.03M | 0.02% | +334+3.5% | Added |
| Relyea Zuckerberg Hanson LLC | 10,432 | $1.03M | 0.37% | −734−6.6% | Reduced |
| Columbia Trust Co 01012016 | 10,555 | $1.03M | 0.54% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 10,421 | $1.02M | 0.08% | −13,774−56.9% | Reduced |
| Sage Rhino Capital LLC | 10,393 | $1.02M | 0.29% | −323−3.0% | Reduced |
| OPSEU Pension Plan Trust Fund | 9,879 | $1.02M | 0.23% | +964+10.8% | Added |
| Brown Brothers Harriman & Co | 10,374 | $1.02M | 0.01% | −161−1.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,377 | $1.02M | 0.50% | +10,377 | New |
| Lake Street Financial LLC | 10,224 | $1.00M | 0.18% | +10,224 | New |
| Gryphon Financial Partners LLC | 10,204 | $1.00M | 0.20% | −1,609−13.6% | Reduced |
| Bradley Foster & Sargent Inc | 10,174 | $999.0K | 0.02% | +533+5.5% | Added |
| Accurate Wealth Management, LLC | 7,391 | $992.0K | 0.82% | +65+0.9% | Added |
| Leith Wheeler Investment Counsel Ltd. | 10,101 | $992.0K | 0.14% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 10,061 | $988.0K | 0.02% | +10,061 | New |