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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

Q1 2022 vs. Q4 2021

How the institutions holding Morgan Stanley changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of MS: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders1,716211,673−22
Shares1.50B300.8K1.48B−20.2M (−1.4%)
Value$146.9B$29.5M$129.1B−$17.8B (−12.1%)

21 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (142)

Institutions that held Morgan Stanley at the end of Q1 2022 but not at the end of Q4 2021.

Showing the largest 100 of 142 by value.

Institutions new to MS in Q1 2022
InstitutionSharesValue% of portfolio
Ontario Teachers Pension Plan Board5,168,318$451.7M5.47%
Signature Estate & Investment Advisors LLC431,770$37.7M1.73%
Eisler Capital (UK) Ltd.390,874$34.2M2.48%
Amalgamated Financial Corp.350,823$30.7M0.24%
CTC LLC310,767$27.2M0.50%
Twin Tree Management, LP137,097$12.0M0.24%
Achmea Investment Management B.V.134,426$11.7M0.31%
Loews Corp115,000$10.1M0.08%
SeaTown Holdings Pte. Ltd.114,480$10.0M0.74%
Cyrus J. Lawrence, LLC108,573$9.49M2.17%
Private Capital Advisors, Inc.107,779$9.42M1.37%
Simplex Trading, LLC90,937$7.95M0.25%
Twinbeech Capital LP86,698$7.58M0.33%
Capital Group Private Client Services, Inc.81,443$7.12M0.08%
EJF Capital LLC81,000$7.08M0.76%
BW Gestao de Investimentos Ltda.71,182$6.22M1.32%
Cna Financial Corp70,000$6.12M1.90%
Engineers Gate Manager LP60,624$5.30M0.21%
Jackson Wealth Management, LLC54,763$4.79M0.66%
Impax Asset Management Group plc54,720$4.78M0.02%
Atria Wealth Solutions, Inc.50,628$4.42M0.07%
Churchill Management Corp49,028$4.29M0.08%
Brendel Financial Advisors LLC146,022$3.23M1.76%
Power Corp of Canada32,205$2.81M0.23%
Meritage Portfolio Management30,438$2.66M0.16%
Dynamic Technology Lab Private Ltd26,687$2.33M0.28%
Stolper Co23,840$2.08M0.88%
Viking Fund Management LLC22,000$1.92M0.44%
Capital Markets Trading UK LLP21,821$1.91M1.78%
YorkBridge Wealth Partners, LLC20,694$1.81M0.40%
Balyasny Asset Management LLC19,828$1.73M0.01%
Hightower 6M Holding, LLC19,695$1.72M0.13%
Ascent Wealth Partners, LLC18,701$1.64M0.31%
McDonald Partners LLC17,912$1.56M0.34%
Strategic Advisors LLC16,704$1.46M0.25%
Phoenix Holdings Ltd.16,210$1.42M0.02%
San Luis Wealth Advisors LLC14,244$1.40M0.68%
Longfellow Investment Management Co LLC15,122$1.32M0.21%
Opus Investment Management Inc15,000$1.31M0.20%
Granger Management LLC13,887$1.21M0.32%
Fund Management at Engine No. 1 LLC12,002$1.05M0.26%
Lansing Street Advisors11,113$934.0K0.59%
AGF Investments LLC10,455$914.0K0.08%
Occudo Quantitative Strategies LP10,402$909.0K0.08%
Zeke Capital Advisors, LLC10,072$880.0K0.04%
Gsa Capital Partners LLP9,707$848.0K0.11%
Caerus Investment Advisors, LLC10,079$818.0K0.99%
Two Sigma Advisers, LP9,200$804.0K0.00%
Eudaimonia Partners, LLC8,983$785.0K0.13%
Empowered Funds, LLC8,421$736.0K0.08%
QVR LLC8,083$706.0K2.82%
Oak Thistle LLC7,939$694.0K0.37%
Strategy Asset Managers LLC7,505$656.0K0.14%
Baker Avenue Asset Management, LP7,450$651.0K0.04%
Virginia National Bank7,450$651.0K0.74%
Quantamental Technologies LLC7,364$644.0K0.37%
Clare Market Investments LLC7,077$618.5K0.20%
Mitsubishi UFJ Asset Management (UK) Ltd.7,000$611.8K0.28%
Aubrey Capital Management Ltd6,613$597.0K0.34%
Vise Technologies, Inc.6,524$570.0K0.21%
ICA Group Wealth Management, LLC6,542$555.0K0.11%
Cantor Fitzgerald, L. P.6,000$524.0K0.04%
Parametrica Management Ltd5,370$470.0K0.35%
Jump Financial, LLC5,112$447.0K0.02%
M Holdings Securities, Inc.5,102$446.0K0.03%
OneAscent Wealth Management LLC4,977$435.0K0.22%
Valmark Advisers, Inc.4,524$395.0K0.01%
Boothbay Fund Management, LLC4,449$389.0K0.01%
Natixis Investment Managers International4,447$388.0K0.01%
DSC Advisors, L.P.4,048$354.0K0.28%
Novare Capital Management LLC3,945$345.0K0.04%
Beta Wealth Group, Inc.3,700$323.0K0.22%
Global Retirement Partners, LLC3,923$322.0K0.03%
MCF Advisors LLC3,659$320.0K0.03%
WSFS Capital Management, LLC3,515$307.0K0.09%
Flagship Harbor Advisors, LLC3,493$305.0K0.03%
Advus Financial Partners, LLC3,473$303.5K0.15%
American Trust3,263$286.0K0.02%
KG&L Capital Management,LLC3,157$276.0K0.12%
IMPACTfolio, LLC3,093$270.0K0.20%
Shepherd Financial Partners LLC3,023$265.0K0.05%
Howard Financial Services, Ltd.3,025$264.0K0.08%
Ground Swell Capital, LLC3,010$263.0K0.68%
Narus Financial Partners, LLC2,944$257.3K0.14%
Cooper Financial Group2,938$257.0K0.10%
Herold Advisors, Inc.2,925$255.6K0.09%
Aspiriant, LLC2,861$250.0K0.01%
Alta Wealth Advisors LLC2,838$248.0K0.15%
Cutter & CO Brokerage, Inc.2,787$244.0K0.07%
Reliant Investment Management, LLC2,795$244.0K0.13%
River Wealth Advisors LLC3,127$241.0K0.04%
Hurlow Wealth Management Group, Inc.2,725$238.0K0.15%
Boston Financial Mangement LLC2,709$237.0K0.01%
Capital Advisors Inc2,678$234.0K0.01%
Merit Financial Group, LLC2,679$234.0K0.01%
WMS Partners, LLC2,643$231.0K0.03%
EMG Holdings, L.P.2,600$227.0K0.07%
Game Plan Financial Advisors, LLC2,600$227.0K0.14%
Stiles Financial Services Inc2,589$226.0K0.11%
Money Concepts Capital Corp2,571$225.0K0.01%

Sold out (164)

Institutions that held Morgan Stanley at the end of Q4 2021 and filed for Q1 2022 without it.

Showing the largest 100 of 164 by value.

Institutions that sold out of MS in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
GQG Partners LLC4,479,226$439.6M
Alphinity Investment Management Pty Ltd1,872,268$183.8M
Holocene Advisors, LP889,917$87.4M
Zurich Insurance Group Ltd790,696$77.6M
Clal Insurance Enterprises Holdings Ltd709,000$69.6M
Voleon Capital Management LP600,000$58.9M
Parallax Volatility Advisers, L.P.156,444$15.4M
Gemsstock Limited154,100$15.1M
Myriad Asset Management Ltd.128,804$12.6M
Advisors Asset Management, Inc.126,811$12.4M
Bornite Capital Management LP125,000$12.3M
Crestline Management, LP105,000$10.3M
Barometer Capital Management Inc.80,308$7.83M
L & S Advisors Inc55,342$5.43M
NWK Group, Inc.52,717$5.17M
Point72 Asset Management, L.P.52,100$5.11M
Odey Asset Management Group Ltd49,400$4.85M
Marathon Trading Investment Management LLC46,012$4.52M
HAP Trading, LLC45,376$4.45M
Aigen Investment Management, LP44,688$4.43M
Mitchell Capital Management Co43,574$4.28M
Pinnbrook Capital Management LP40,047$3.93M
Leverage Partners Absolute Return Fund SPC40,000$3.93M
Sciencast Management LP34,621$3.59M
Helios Capital Management Pte. Ltd33,000$3.24M
Duality Advisers, LP32,433$3.18M
Kempen Capital Management N.V.31,509$3.09M
Virtu Financial LLC27,200$2.67M
Pensionfund DSM Netherlands26,800$2.63M
Chemistry Wealth Management LLC26,281$2.58M
Toscafund Asset Management LLP21,000$2.06M
McAlister, Sweet & Associates, Inc.16,390$1.61M
Syntal Capital Partners, LLC15,737$1.54M
Highview Capital Management LLC15,643$1.54M
Rational Advisors LLC15,179$1.49M
Spouting Rock Asset Management, LLC14,663$1.44M
Ashburton (Jersey) Ltd14,256$1.40M
Optimas Capital Ltd13,636$1.34M
DCF Advisers, LLC12,500$1.23M
Polar Asset Management Partners Inc.12,373$1.22M
LMR Partners LLP12,266$1.20M
Resurgent Financial Advisors LLC11,943$1.17M
Claraphi Advisory Network, LLC11,780$1.16M
Magnetar Financial LLC11,562$1.14M
MBB Public Markets I LLC11,131$1.09M
Two Sigma Securities, LLC11,035$1.08M
Leith Wheeler Investment Counsel Ltd.10,101$992.0K
Accurate Wealth Management, LLC7,391$992.0K
Ulysses Management LLC10,000$982.0K
Engine No. 1 LLC9,826$965.0K
Lombard Odier Asset Management (Switzerland) SA9,535$936.0K
Stableford Capital II LLC8,871$870.0K
Core Wealth Advisors, Inc.8,747$859.0K
Quadrature Capital Ltd8,579$842.0K
Sentinel Trust Co Lba7,819$768.0K
Lombard Odier Asset Management (Europe) Ltd7,611$747.0K
Congress Wealth Management LLC7,551$741.0K
Asahi Life Asset Management Co., Ltd.7,400$726.0K
WESPAC Advisors, LLC7,381$725.0K
Woodmont Investment Counsel LLC7,234$710.0K
First National Bank of Hutchinson7,077$695.0K
Caas Capital Management LP6,150$604.0K
Autumn Glory Partners, LLC6,114$600.0K
Simmons Bank5,850$574.0K
qPULA Trading Management LP5,851$574.0K
Advisor Resource Council5,439$534.0K
Alethea Capital Management, LLC5,381$528.0K
Annex Advisory Services, LLC5,059$497.0K
Johnson Financial Group, LLC5,038$495.0K
Southport Management, L.L.C.5,000$490.8K
Canvas Wealth Advisors, LLC4,461$438.0K
Haverford Trust Co4,399$432.0K
Astrantus Ltd4,406$432.0K
HBK Investments L P4,240$416.0K
Ropes Wealth Advisors LLC3,638$357.0K
Marathon Capital Management3,560$349.0K
Pearl River Capital, LLC3,479$341.0K
Hancock Whitney Investment Services Inc.3,457$338.0K
Riverwater Partners LLC3,400$334.0K
Crescent Grove Advisors, LLC3,349$329.0K
Boyd Watterson Asset Management LLC3,239$318.0K
Hartline Investment Corp3,156$310.0K
Rpo LLC3,100$304.0K
Measured Wealth Private Client Group, LLC2,945$289.0K
FFT Wealth Management LLC2,933$288.0K
LGL Partners, LLC2,933$288.0K
Ridgewood Investments LLC2,911$286.0K
DRW Securities, LLC2,896$284.0K
NovaPoint Capital, LLC2,890$284.0K
Red Door Wealth Management, LLC2,854$280.0K
Wealth Advisors of Iowa, LLC2,750$270.0K
ProVise Management Group, LLC2,712$266.0K
Biltmore Family Office, LLC2,626$258.0K
Jacobi Capital Management LLC2,557$251.0K
N.E.W. Advisory Services LLC2,495$245.0K
Amussen Hunsaker Associates LLC2,257$233.0K
Game Creek Capital, LP2,300$226.0K
Terry L. Blaker2,277$224.0K
Riversedge Advisors, LLC2,273$223.0K
WealthShield Partners, LLC2,266$222.0K

Not filed for Q1 2022 yet (21)

Institutions that held Morgan Stanley at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MS in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Andra AP-fonden121,011$11.9M
MRJ Capital Inc39,666$3.89M
Tdam USA Inc.36,618$3.59M
MD Financial Management Inc.25,907$2.54M
Delphi Management Inc14,947$1.47M
Markston International LLC13,768$1.35M
NexWave Capital Partners LLC8,000$785.0K
First Midwest Bank Trust Division7,091$696.0K
Mosaic Family Wealth, LLC4,810$472.0K
Johanson Financial Advisors, Inc.4,527$444.0K
Pineno Levin & Ford Asset Management, Inc.3,830$376.0K
Evernest Financial Advisors, LLC4,177$358.7K
Resource Management, LLC3,467$340.0K
NEXT Financial Group, Inc3,080$303.0K
Harbour Investments, Inc.2,975$292.0K
Alley Co LLC2,314$227.0K
AlphaCentric Advisors LLC1,596$157.0K
Reilly Financial Advisors, LLC1,189$117.0K
Bell Investment Advisors, Inc710$70.0K
Crescent Capital Consulting, LLC594$58.0K
Carroll Financial Associates, Inc.547$54.0K