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 |
|---|---|---|---|---|---|
| Baldwin Investment Management, LLC | 22,055 | $1.93M | 0.54% | +757+3.6% | Added |
| Metis Global Partners, LLC | 22,104 | $1.93M | 0.23% | +9,510+75.5% | Added |
| Synovus Financial Corp | 22,153 | $1.94M | 0.02% | −2,880−11.5% | Reduced |
| We Are One Seven, LLC | 22,249 | $1.95M | 0.21% | −899−3.9% | Reduced |
| Charles Carroll Financial Partners, LLC | 22,278 | $1.95M | 2.02% | −800−3.5% | Reduced |
| Cacti Asset Management LLC | 22,000 | $1.95M | 0.16% | 00.0% | Unchanged |
| Spire Wealth Management | 22,542 | $1.97M | 0.05% | −88−0.4% | Reduced |
| Griffin Asset Management, Inc. | 22,715 | $1.99M | 0.26% | +1,540+7.3% | Added |
| Clear Street Markets LLC | 22,780 | $1.99M | 0.60% | −74,470−76.6% | Reduced |
| Clarius Group, LLC | 20,513 | $2.01M | 0.16% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 23,090 | $2.02M | 0.08% | 00.0% | Unchanged |
| Arrow Financial Corp | 23,245 | $2.03M | 0.24% | −125−0.5% | Reduced |
| Snowden Capital Advisors LLC | 23,489 | $2.05M | 0.08% | +19,411+476.0% | Added |
| Arcus Capital Partners, LLC | 23,691 | $2.07M | 0.74% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 23,701 | $2.07M | 0.07% | −346−1.4% | Reduced |
| Signaturefd, LLC | 23,755 | $2.08M | 0.06% | +415+1.8% | Added |
| IPG Investment Advisors LLC | 23,775 | $2.08M | 0.40% | +10,975+85.7% | Added |
| Centaurus Financial, Inc. | 23,835 | $2.08M | 0.16% | +8,982+60.5% | Added |
| Stolper Co | 23,840 | $2.08M | 0.88% | +23,840 | New |
| Regions Financial Corp | 23,880 | $2.09M | 0.02% | −3,941−14.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 23,990 | $2.10M | 0.11% | −7,160−23.0% | Reduced |
| Hudson Canyon Capital Management | 24,050 | $2.10M | 1.66% | −794−3.2% | Reduced |
| Cigna Investments Inc | 24,064 | $2.10M | 0.26% | −7,840−24.6% | Reduced |
| Texas Yale Capital Corp. | 24,305 | $2.12M | 0.12% | +250+1.0% | Added |
| Bank of New Hampshire | 24,313 | $2.13M | 0.52% | −44−0.2% | Reduced |
| Koshinski Asset Management, Inc. | 24,431 | $2.14M | 0.18% | −1,238−4.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 24,525 | $2.14M | 0.04% | −5,311−17.8% | Reduced |
| National Asset Management, Inc. | 24,792 | $2.17M | 0.07% | −2,890−10.4% | Reduced |
| City Holding Co | 24,820 | $2.17M | 0.35% | −150−0.6% | Reduced |
| Sumitomo Life Insurance Co | 24,840 | $2.17M | 0.05% | −397−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 24,844 | $2.17M | 0.07% | +6,220+33.4% | Added |
| Axxcess Wealth Management, LLC | 24,848 | $2.17M | 0.17% | −39,063−61.1% | Reduced |
| New England Research & Management, Inc. | 24,993 | $2.18M | 1.13% | +2,876+13.0% | Added |
| American National Insurance Co | 25,000 | $2.19M | 0.59% | −4,975−16.6% | Reduced |
| Advisory Services Network, LLC | 25,074 | $2.19M | 0.06% | +437+1.8% | Added |
| Greenwich Wealth Management LLC | 25,123 | $2.20M | 0.22% | −162−0.6% | Reduced |
| Moors & Cabot, Inc. | 29,626 | $2.20M | 0.14% | +7,800+35.7% | Added |
| Caldwell Trust Co | 25,747 | $2.25M | 0.27% | +7,076+37.9% | Added |
| KMG Fiduciary Partners, LLC | 25,809 | $2.26M | 0.36% | −7,655−22.9% | Reduced |
| Ritholtz Wealth Management | 25,904 | $2.26M | 0.15% | +916+3.7% | Added |
| HB Wealth Management, LLC | 26,009 | $2.27M | 0.04% | +393+1.5% | Added |
| Heron Financial Group, LLC | 26,038 | $2.28M | 1.18% | −754−2.8% | Reduced |
| Cetera Advisor Networks LLC | 26,646 | $2.28M | 0.03% | −12,421−31.8% | Reduced |
| Next Level Private LLC | 26,248 | $2.29M | 1.85% | −33−0.1% | Reduced |
| HCR Wealth Advisors | 26,548 | $2.32M | 0.38% | +89+0.3% | Added |
| Dynamic Technology Lab Private Ltd | 26,687 | $2.33M | 0.28% | +26,687 | New |
| Great Diamond Partners, LLC | 26,733 | $2.34M | 0.65% | −8,523−24.2% | Reduced |
| Culbertson A N & Co Inc | 26,805 | $2.34M | 0.44% | +2,700+11.2% | Added |
| Dimension Capital Management LLC | 27,157 | $2.37M | 0.44% | −54−0.2% | Reduced |
| Freedom Day Solutions, LLC | 27,476 | $2.40M | 1.03% | −973−3.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 27,624 | $2.41M | 0.03% | −5,546−16.7% | Reduced |
| Union Heritage Capital, LLC | 27,747 | $2.42M | 1.35% | 00.0% | Unchanged |
| Lincoln National Corp | 28,125 | $2.43M | 0.05% | +2,348+9.1% | Added |
| Empirical Finance, LLC | 27,758 | $2.43M | 0.27% | +2,863+11.5% | Added |
| Paloma Partners Management Co | 28,138 | $2.46M | 0.19% | −61,228−68.5% | Reduced |
| Park Avenue Securities LLC | 28,146 | $2.46M | 0.04% | −34−0.1% | Reduced |
| Venture Visionary Partners LLC | 28,175 | $2.46M | 0.16% | −619−2.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 28,315 | $2.48M | 0.03% | +1,705+6.4% | Added |
| Equitable Trust Co | 28,528 | $2.49M | 0.16% | −615−2.1% | Reduced |
| Carret Asset Management, LLC | 28,778 | $2.52M | 0.29% | +1,130+4.1% | Added |
| Essex Financial Services, Inc. | 28,908 | $2.53M | 0.24% | −40,116−58.1% | Reduced |
| Palisade Asset Management, LLC | 28,956 | $2.53M | 0.29% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 29,072 | $2.54M | 0.65% | +110+0.4% | Added |
| Prelude Capital Management, LLC | 29,157 | $2.55M | 0.12% | −10,732−26.9% | Reduced |
| Veriti Management LLC | 29,329 | $2.56M | 0.31% | +3,067+11.7% | Added |
| Van Eck Associates Corp | 29,824 | $2.61M | 0.01% | +3,774+14.5% | Added |
| Caption Management, LLC | 30,000 | $2.62M | 0.17% | −10,000−25.0% | Reduced |
| Gifford Fong Associates | 30,000 | $2.62M | 0.48% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 30,048 | $2.63M | 0.13% | +6,523+27.7% | Added |
| Meritage Portfolio Management | 30,438 | $2.66M | 0.16% | +30,438 | New |
| Lipe & Dalton | 30,826 | $2.69M | 1.32% | −349−1.1% | Reduced |
| NVWM, LLC | 30,871 | $2.70M | 0.86% | +14,535+89.0% | Added |
| Community Trust & Investment Co | 30,963 | $2.71M | 0.24% | +3,548+12.9% | Added |
| Northeast Investment Management | 31,356 | $2.74M | 0.14% | −3,926−11.1% | Reduced |
| Chase Investment Counsel Corp | 32,125 | $2.81M | 1.23% | −1,269−3.8% | Reduced |
| Independent Advisor Alliance | 32,137 | $2.81M | 0.14% | +5,668+21.4% | Added |
| Power Corp of Canada | 32,205 | $2.81M | 0.23% | +32,205 | New |
| Aureus Asset Management, LLC | 32,558 | $2.85M | 0.19% | +3,319+11.4% | Added |
| Capital International Inc | 32,623 | $2.85M | 0.03% | +3,679+12.7% | Added |
| Wetherby Asset Management Inc | 32,640 | $2.85M | 0.16% | −929−2.8% | Reduced |
| Redpoint Investment Management Pty Ltd | 32,758 | $2.86M | 0.29% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 32,911 | $2.88M | 0.03% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 32,953 | $2.88M | 0.72% | −9,105−21.6% | Reduced |
| Aaron Wealth Advisors | 252,498 | $2.89M | 0.06% | +249,354+7,931.1% | Added |
| Cresset Asset Management, LLC | 35,965 | $2.90M | 0.03% | −1,387−3.7% | Reduced |
| Integrated Advisors Network LLC | 33,193 | $2.90M | 0.17% | +8,186+32.7% | Added |
| Pinnacle Wealth Management Group, Inc. | 33,208 | $2.90M | 2.18% | +765+2.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 33,286 | $2.91M | 0.11% | −39,308−54.1% | Reduced |
| Symmetry Partners, LLC | 33,292 | $2.91M | 0.18% | 00.0% | Unchanged |
| Alerus Financial NA | 33,350 | $2.92M | 0.25% | −30,514−47.8% | Reduced |
| Greenleaf Trust | 33,621 | $2.94M | 0.04% | −391−1.1% | Reduced |
| Affinity Investment Advisors, LLC | 33,743 | $2.95M | 1.21% | −1,807−5.1% | Reduced |
| Geneos Wealth Management Inc. | 33,844 | $2.96M | 0.13% | +6,677+24.6% | Added |
| Cohen Klingenstein LLC | 31,400 | $2.96M | 0.12% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 34,367 | $3.00M | 0.14% | +1,091+3.3% | Added |
| Dynamic Advisor Solutions LLC | 34,660 | $3.03M | 0.21% | +2,382+7.4% | Added |
| Belpointe Asset Management LLC | 34,855 | $3.04M | 0.18% | +16,078+85.6% | Added |
| Foster & Motley Inc | 35,345 | $3.09M | 0.24% | +5,331+17.8% | Added |
| Beacon Pointe Advisors, LLC | 35,741 | $3.12M | 0.04% | +21,368+148.7% | Added |
| Federated Hermes, Inc. | 35,787 | $3.13M | 0.01% | −54,074−60.2% | Reduced |