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, 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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baader Bank INC | 15,000 | $1.31M | 0.11% | 00.0% | Unchanged |
| Opus Investment Management Inc | 15,000 | $1.31M | 0.20% | +15,000 | New |
| Kinneret Advisory, LLC | 15,015 | $1.31M | 0.14% | +336+2.3% | Added |
| Mystic Asset Management, Inc. | 15,035 | $1.31M | 0.71% | +645+4.5% | Added |
| Allen Investment Management LLC | 15,084 | $1.32M | 0.02% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 15,116 | $1.32M | 0.18% | +7,615+101.5% | Added |
| Longfellow Investment Management Co LLC | 15,122 | $1.32M | 0.21% | +15,122 | New |
| Am Investment Strategies LLC | 15,177 | $1.33M | 0.35% | +452+3.1% | Added |
| Diligent Investors, LLC | 15,272 | $1.33M | 0.39% | +402+2.7% | Added |
| Conning Inc. | 15,272 | $1.33M | 0.04% | +754+5.2% | Added |
| TrimTabs Asset Management, LLC | 15,308 | $1.34M | 0.45% | −1,186−7.2% | Reduced |
| Altium Wealth Management LLC | 15,351 | $1.34M | 0.09% | −254−1.6% | Reduced |
| Bradley Foster & Sargent Inc | 15,415 | $1.35M | 0.03% | +5,241+51.5% | Added |
| Buckley Wealth Management, LLC | 15,492 | $1.35M | 0.37% | +3,082+24.8% | Added |
| Meridian Wealth Management, LLC | 15,513 | $1.36M | 0.15% | −239−1.5% | Reduced |
| Duff & Phelps Investment Management Co | 15,611 | $1.36M | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 15,664 | $1.37M | 0.17% | −257−1.6% | Reduced |
| Oak Asset Management, LLC | 15,728 | $1.38M | 0.54% | +50+0.3% | Added |
| Vident Investment Advisory, LLC | 15,770 | $1.38M | 0.04% | −2,038−11.4% | Reduced |
| Altrafin AG | 15,783 | $1.38M | 0.54% | −8,045−33.8% | Reduced |
| Davenport & Co LLC | 15,895 | $1.39M | 0.01% | +4,120+35.0% | Added |
| San Luis Wealth Advisors LLC | 14,244 | $1.40M | 0.68% | +14,244 | New |
| Boston Private Wealth LLC | 16,029 | $1.40M | 0.02% | +332+2.1% | Added |
| Phoenix Holdings Ltd. | 16,210 | $1.42M | 0.02% | +16,210 | New |
| Bank Pictet & Cie (Asia) Ltd | 16,331 | $1.43M | 0.39% | 00.0% | Unchanged |
| South State Corp. | 16,420 | $1.44M | 0.11% | −2,446−13.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 16,603 | $1.45M | 0.33% | −254−1.5% | Reduced |
| Redwood Investment Management, LLC | 16,598 | $1.45M | 0.22% | +1,749+11.8% | Added |
| Keebeck Alpha, LP | 16,635 | $1.45M | 0.44% | +484+3.0% | Added |
| Strategic Advisors LLC | 16,704 | $1.46M | 0.25% | +16,704 | New |
| Linscomb & Williams, Inc. | 16,777 | $1.47M | 0.07% | +13,901+483.3% | Added |
| Forum Financial Management, LP | 16,840 | $1.47M | 0.07% | +10.0% | Added |
| United Capital Financial Advisers, LLC | 16,913 | $1.48M | 0.01% | +5,330+46.0% | Added |
| Cullen/Frost Bankers, Inc. | 17,073 | $1.49M | 0.03% | +626+3.8% | Added |
| Brown Brothers Harriman & Co | 17,070 | $1.49M | 0.01% | +6,696+64.5% | Added |
| Hoey Investments, Inc | 17,156 | $1.50M | 0.42% | +9,669+129.1% | Added |
| White Pine Capital LLC | 17,290 | $1.51M | 0.47% | +1,040+6.4% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $1.51M | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 17,356 | $1.52M | 0.06% | −1,330−7.1% | Reduced |
| Bryn Mawr Trust Co | 17,353 | $1.52M | 0.06% | +41+0.2% | Added |
| Trust Investment Advisors | 17,549 | $1.53M | 1.25% | +111+0.6% | Added |
| Decatur Capital Management, Inc. | 17,718 | $1.55M | 0.90% | +1,770+11.1% | Added |
| Tiemann Investment Advisors, LLC | 17,744 | $1.55M | 0.72% | −340−1.9% | Reduced |
| Leavell Investment Management, Inc. | 17,821 | $1.56M | 0.11% | +1,800+11.2% | Added |
| McDonald Partners LLC | 17,912 | $1.56M | 0.34% | +17,912 | New |
| Western Wealth Management, LLC | 17,967 | $1.57M | 0.08% | +9,470+111.5% | Added |
| Acropolis Investment Management, LLC | 18,005 | $1.57M | 0.14% | +60.0% | Added |
| Insight Inv LLC | 18,020 | $1.57M | 1.43% | −135−0.7% | Reduced |
| Cerity Partners LLC | 18,105 | $1.58M | 0.02% | −21,907−54.8% | Reduced |
| MAI Capital Management | 18,132 | $1.58M | 0.03% | −1,611−8.2% | Reduced |
| Brasada Capital Management, LP | 18,166 | $1.59M | 0.30% | +1,461+8.7% | Added |
| Institute for Wealth Management, LLC. | 18,217 | $1.59M | 0.26% | +312+1.7% | Added |
| Sequoia Financial Advisors, LLC | 29,756 | $1.60M | 0.04% | −2,080−6.5% | Reduced |
| Richard Bernstein Advisors LLC | 18,369 | $1.60M | 0.03% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 18,701 | $1.64M | 0.31% | +18,701 | New |
| Lazard Asset Management LLC | 19,032 | $1.66M | 0.00% | −2,813−12.9% | Reduced |
| Abbot Financial Management, Inc. | 19,120 | $1.67M | 0.82% | −600−3.0% | Reduced |
| Balasa Dinverno & Foltz LLC | 19,152 | $1.67M | 0.11% | −62−0.3% | Reduced |
| Modera Wealth Management, LLC | 19,340 | $1.69M | 0.07% | −14,920−43.5% | Reduced |
| Hightower 6M Holding, LLC | 19,695 | $1.72M | 0.13% | +19,695 | New |
| Wright Investors Service Inc | 19,702 | $1.72M | 0.43% | +2,476+14.4% | Added |
| Coastline Trust Co | 19,755 | $1.73M | 0.21% | +3,350+20.4% | Added |
| Profund Advisors LLC | 19,791 | $1.73M | 0.07% | −2,035−9.3% | Reduced |
| Balyasny Asset Management LLC | 19,828 | $1.73M | 0.01% | +19,828 | New |
| Capital Investment Advisors, LLC | 19,840 | $1.73M | 0.05% | +627+3.3% | Added |
| Kovitz Investment Group Partners, LLC | 19,888 | $1.74M | 0.03% | −3,350−14.4% | Reduced |
| Clarkston Capital Partners, LLC | 20,052 | $1.75M | 0.03% | +9,991+99.3% | Added |
| Alaethes Wealth LLC | 20,103 | $1.76M | 1.12% | +366+1.9% | Added |
| Stratos Wealth Partners, LTD. | 20,113 | $1.76M | 0.04% | +2,589+14.8% | Added |
| UBP Investment Advisors SA | 20,150 | $1.76M | 0.68% | +150+0.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 20,322 | $1.78M | 0.53% | +20,302+101,510.0% | Added |
| Meeder Asset Management Inc | 20,348 | $1.78M | 0.09% | −366−1.8% | Reduced |
| Dakota Wealth Management | 20,367 | $1.78M | 0.15% | +5,694+38.8% | Added |
| Pitcairn Co | 20,385 | $1.78M | 0.16% | −383−1.8% | Reduced |
| Prudent Man Advisors, LLC | 20,428 | $1.78M | 0.72% | −1,469−6.7% | Reduced |
| Edgestream Partners, L.P. | 20,508 | $1.79M | 0.14% | −4,091−16.6% | Reduced |
| Westwood Holdings Group Inc. | 20,618 | $1.80M | 0.02% | +1,295+6.7% | Added |
| Convergence Investment Partners, LLC | 20,653 | $1.80M | 0.93% | +279+1.4% | Added |
| American National Registered Investment Advisor, Inc. | 20,680 | $1.81M | 0.65% | −716−3.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 20,679 | $1.81M | 0.38% | +391+1.9% | Added |
| YorkBridge Wealth Partners, LLC | 20,694 | $1.81M | 0.40% | +20,694 | New |
| TCG Advisory Services, LLC | 20,773 | $1.82M | 0.50% | +3,613+21.1% | Added |
| Essex Investment Management Co LLC | 20,801 | $1.82M | 0.23% | −2,962−12.5% | Reduced |
| IFG Advisory, LLC | 20,948 | $1.83M | 0.18% | −1,027−4.7% | Reduced |
| IBM Retirement Fund | 21,092 | $1.84M | 0.26% | −1,589−7.0% | Reduced |
| CAPROCK Group, Inc. | 21,115 | $1.84M | 0.17% | −508−2.3% | Reduced |
| Toroso Investments, LLC | 21,135 | $1.85M | 0.06% | +894+4.4% | Added |
| Capital Investment Counsel, Inc | 21,218 | $1.85M | 0.39% | −1,124−5.0% | Reduced |
| Vestcor Inc | 21,289 | $1.86M | 0.06% | +4,399+26.0% | Added |
| Chemung Canal Trust Co | 21,387 | $1.87M | 0.36% | −4,781−18.3% | Reduced |
| Argus Investors' Counsel, Inc. | 21,420 | $1.87M | 1.20% | 00.0% | Unchanged |
| Courier Capital LLC | 21,440 | $1.87M | 0.19% | −650−2.9% | Reduced |
| Northeast Financial Consultants Inc | 21,491 | $1.88M | 0.11% | +2,111+10.9% | Added |
| Capital International Ltd | 21,510 | $1.88M | 0.11% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 21,513 | $1.88M | 0.18% | +8,575+66.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 21,524 | $1.88M | 0.43% | +3,749+21.1% | Added |
| Capital Markets Trading UK LLP | 21,821 | $1.91M | 1.78% | +21,821 | New |
| Savant Capital, LLC | 21,976 | $1.92M | 0.06% | +673+3.2% | Added |
| Goodwin Daniel L | 22,000 | $1.92M | 0.83% | 00.0% | Unchanged |
| Viking Fund Management LLC | 22,000 | $1.92M | 0.44% | +22,000 | New |