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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; 2,745 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, Q1 2022

Institutional positions in Morgan Stanley as of Mar 31, 2022. 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
1,673
−22 vs. Q4 2021
Shares held
1.48B
−20.2M (−1.4%) vs. Q4 2021
Total value
$129.1B
−$17.8B (−12.1%) vs. Q4 2021
New holders
142
675 more added
Sold out
164
615 more reduced

21 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 1,673 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,673 institutionsQ2 2022: 1,607 institutionsQ3 2022: 1,586 institutionsQ4 2022: 1,682 institutionsQ1 2023: 1,674 institutionsQ2 2023: 1,689 institutionsQ3 2023: 1,671 institutionsQ4 2023: 1,761 institutionsQ1 2024: 1,799 institutionsQ2 2024: 1,829 institutionsQ3 2024: 1,875 institutionsQ4 2024: 2,118 institutionsQ1 2025: 2,104 institutionsQ2 2025: 2,209 institutionsQ3 2025: 2,266 institutionsQ4 2025: 2,533 institutionsQ1 2026: 2,514 institutionsQ2 2026: 2,745 institutions
Value heldQ1 2022: $129.1B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.1BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,514$218.1B
Q4 20252,533$239.4B
Q3 20252,266$211.9B
Q2 20252,209$190.6B
Q1 20252,104$159.1B
Q4 20242,118$170.9B
Q3 20241,875$141.1B
Q2 20241,829$131.2B
Q1 20241,799$127.8B
Q4 20231,761$128.3B
Q3 20231,671$112.7B
Q2 20231,689$118.7B
Q1 20231,674$124.1B
Q4 20221,682$120.2B
Q3 20221,586$112.7B
Q2 20221,607$109.6B
Q1 20221,673$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q4 2021.

Institutions holding MS in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
St. Johns Investment Management Company, LLC1$00.00%00.0%Unchanged
Activest Wealth Management1$00.00%00.0%Unchanged
J.Safra Asset Management Corp86$00.00%+86New
Private Ocean, LLC2$00.00%+2New
Exane Derivatives1$870.00%−1,132−99.9%Reduced
Goodwin Investment Advisory7$1.00K0.00%−93−93.0%Reduced
Arlington Partners LLC17$1.00K0.00%00.0%Unchanged
Marquette Asset Management, LLC8$1.00K0.00%+8New
GoalVest Advisory LLC12$1.00K0.00%+12New
CFS Investment Advisory Services, LLC94,654$1.00K0.00%+94,654New
WestEnd Advisors, LLC–$1.40K0.00%––
Lee Financial Co22$2.00K0.00%−91−80.5%Reduced
Corbenic Partners LLC28$2.00K0.00%−69−71.1%Reduced
Acima Private Wealth, LLC26$2.00K0.00%00.0%Unchanged
JJJ Advisors Inc.21$2.00K0.00%00.0%Unchanged
Center for Financial Planning, Inc.21$2.00K0.00%00.0%Unchanged
JNBA Financial Advisors40$3.00K0.00%−179−81.7%Reduced
Focused Wealth Management, Inc39$3.00K0.00%00.0%Unchanged
TFC Financial Management39$3.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC33$3.00K0.00%00.0%Unchanged
Schubert & Co51$4.00K0.00%+21+70.0%Added
Roble, Belko & Company, Inc48$4.00K0.00%+48New
Mascoma Wealth Management LLC43$4.00K0.00%+43New
First Bank & Trust59$5.00K0.00%−328−84.8%Reduced
Sageworth Trust Co of South Dakota53$5.00K0.01%−247−82.3%Reduced
Your Advocates Ltd., LLP56$5.00K0.00%00.0%Unchanged
Disciplined Investments, LLC60$5.00K0.00%+60New
KB Financial Partners, LLC72$6.00K0.00%00.0%Unchanged
Worth Asset Management, LLC70$6.00K0.00%+70New
Coastal Capital Group, Inc.84$7.00K0.00%00.0%Unchanged
Baldwin Brothers Inc90$8.00K0.00%00.0%Unchanged
Country Trust Bank91$8.00K0.00%00.0%Unchanged
Ancora Advisors, LLC93$8.00K0.00%00.0%Unchanged
Cordant, Inc.92$8.00K0.00%+92New
WR Wealth Planners, LLC102$8.95K0.01%+102New
Lowe Wealth Advisors, LLC100$9.00K0.00%00.0%Unchanged
Tortoise Investment Management, LLC100$9.00K0.00%00.0%Unchanged
Gables Capital Management Inc.100$9.00K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC104$9.00K0.00%00.0%Unchanged
Future Financial Wealth Managment LLC100$9.00K0.01%00.0%Unchanged
First Community Trust NA103$9.00K0.01%+30+41.1%Added
Beaird Harris Wealth Management, LLC104$9.00K0.00%+104New
Stephens Consulting, LLC125$10.9K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.127$11.0K0.00%00.0%Unchanged
Front Row Advisors LLC122$11.0K0.00%00.0%Unchanged
Atticus Wealth Management, LLC137$12.0K0.00%+11+8.7%Added
Tradewinds Capital Management, LLC150$13.0K0.00%00.0%Unchanged
Karlinski Andrew C152$13.0K0.02%−4−2.6%Reduced
Capital Advisory Group Advisory Services, LLC150$13.0K0.01%+150New
Raffa Wealth Management, LLC156$13.6K0.01%−94−37.6%Reduced
Atwood & Palmer Inc155$14.0K0.00%00.0%Unchanged
First PREMIER Bank156$14.0K0.00%00.0%Unchanged
Nauset Wealth Management. LLC165$14.0K0.01%+165New
Ci Investments Inc.172$15.0K0.00%−3−1.7%Reduced
Stuart Chaussee & Associates, Inc.167$15.0K0.01%00.0%Unchanged
Sierra Capital LLC186$16.0K0.00%+12+6.9%Added
Mizuho Securities Co. Ltd.200$17.0K0.00%−4,200−95.5%Reduced
Penserra Capital Management LLC204$17.0K0.00%−102−33.3%Reduced
Bourgeon Capital Management LLC200$17.0K0.00%00.0%Unchanged
Sound Income Strategies, LLC192$17.0K0.00%+4+2.1%Added
DeDora Capital, Inc.200$17.0K0.01%+200New
PrairieView Partners, LLC195$17.0K0.00%+195New
Heritage Wealth Management, LLC200$17.0K0.00%+200New
Avion Wealth209$18.0K0.01%+106+102.9%Added
Manchester Capital Management LLC218$19.0K0.00%−81−27.1%Reduced
Joseph P. Lucia & Associates, LLC229$20.0K0.01%+229New
Byrne Asset Management LLC250$22.0K0.01%00.0%Unchanged
Northwest Investment Counselors, LLC256$22.0K0.01%+31+13.8%Added
Beacon Capital Management, LLC243$22.0K0.01%+243New
Piscataqua Savings Bank263$23.0K0.02%00.0%Unchanged
Pacifica Partners Inc.269$24.0K0.02%00.0%Unchanged
Kelly Financial Services LLC281$24.5K0.01%−100−26.2%Reduced
Mach-1 Financial Group, Inc.288$25.0K0.02%00.0%Unchanged
Seldon Capital LP282$25.0K0.01%00.0%Unchanged
Surevest, LLC300$26.0K0.01%00.0%Unchanged
Islay Capital Management, LLC300$26.0K0.02%00.0%Unchanged
Maryland Capital Advisors Inc.300$26.0K0.02%00.0%Unchanged
Tyler-Stone Wealth Management300$26.0K0.01%00.0%Unchanged
Orion Capital Management LLC300$26.0K0.02%+100+50.0%Added
Aquatic Capital Management LLC300$26.0K0.04%+200+200.0%Added
MV Capital Management, Inc.305$27.0K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC324$28.0K0.04%00.0%Unchanged
Aua Capital Management, LLC315$28.0K0.02%00.0%Unchanged
Cowen Prime Advisors LLC318$28.0K0.01%00.0%Unchanged
Trustcore Financial Services, LLC339$30.0K0.00%00.0%Unchanged
Evermay Wealth Management LLC350$31.0K0.01%−5,225−93.7%Reduced
Column Capital Advisors, LLC350$31.0K0.01%−149−29.9%Reduced
Charter Oak Capital Management, LLC354$31.0K0.00%+75+26.9%Added
SJS Investment Consulting Inc.359$32.0K0.01%+59+19.7%Added
Oliver Lagore Vanvalin Investment Group368$32.0K0.02%+368New
Larson Financial Group LLC378$33.0K0.01%00.0%Unchanged
Advanced Research Investment Solutions, LLC381$33.0K0.01%+381New
Baldrige Asset Management LLC388$34.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC391$34.0K0.00%+126+47.5%Added
Spartan Planning & Wealth Management385$34.0K0.04%+385New
AlphaMark Advisors, LLC400$35.0K0.01%00.0%Unchanged
American Research & Management Co.400$35.0K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC413$36.0K0.02%+1+0.2%Added
Siena Capital LLC408$36.0K0.02%+408New
Solstein Capital, LLC451$39.0K0.03%00.0%Unchanged