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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 35,875 | $3.13M | 0.11% | −1,288−3.5% | Reduced |
| Raymond James Trust N.A. | 36,091 | $3.15M | 0.10% | +3,733+11.5% | Added |
| Deltec Asset Management LLC | 36,300 | $3.17M | 0.54% | +5,100+16.3% | Added |
| Sculati Wealth Management, LLC | 36,471 | $3.19M | 1.56% | +315+0.9% | Added |
| Lido Advisors, LLC | 36,492 | $3.19M | 0.06% | +3,630+11.0% | Added |
| Asio Capital, LLC | 36,574 | $3.20M | 0.90% | +17,849+95.3% | Added |
| Everence Capital Management Inc | 36,741 | $3.21M | 0.25% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 146,022 | $3.23M | 1.76% | +146,022 | New |
| Pathstone Family Office, LLC | 36,898 | $3.24M | 0.08% | −989−2.6% | Reduced |
| Los Angeles Capital Management LLC | 37,480 | $3.28M | 0.01% | +6,931+22.7% | Added |
| K.J. Harrison & Partners Inc | 37,855 | $3.31M | 0.53% | −21,875−36.6% | Reduced |
| United Fire Group Inc | 38,000 | $3.32M | 1.71% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 38,110 | $3.33M | 0.91% | +2,510+7.1% | Added |
| Assenagon Asset Management S.A. | 38,217 | $3.34M | 0.01% | +3,062+8.7% | Added |
| Seven Eight Capital, LP | 38,421 | $3.36M | 0.45% | −11,748−23.4% | Reduced |
| TBH Global Asset Management, LLC | 38,676 | $3.38M | 0.72% | −381−1.0% | Reduced |
| Siemens Fonds Invest GmbH | 38,883 | $3.40M | 0.28% | −498−1.3% | Reduced |
| Castleark Management LLC | 39,200 | $3.43M | 0.15% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 39,464 | $3.45M | 1.11% | −2,459−5.9% | Reduced |
| Lincluden Management Ltd | 39,915 | $3.49M | 0.31% | −415−1.0% | Reduced |
| First Manhattan Co | 39,989 | $3.49M | 0.01% | +38,265+2,219.5% | Added |
| Maltese Capital Management LLC | 40,000 | $3.50M | 0.66% | +10,000+33.3% | Added |
| Lee Capital Holdings LLC | 40,000 | $3.50M | 1.99% | +15,000+60.0% | Added |
| Mark Stevens | 40,035 | $3.50M | 0.39% | −7,293−15.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 41,029 | $3.59M | 0.20% | +1,892+4.8% | Added |
| Avantax Advisory Services, Inc. | 41,077 | $3.59M | 0.05% | +4,217+11.4% | Added |
| Tocqueville Asset Management L.P. | 41,251 | $3.60M | 0.05% | +200+0.5% | Added |
| Stephens Inc | 41,586 | $3.63M | 0.06% | +3,089+8.0% | Added |
| A. D. Beadell Investment Counsel, Inc. | 41,760 | $3.65M | 2.42% | −1,040−2.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 41,843 | $3.66M | 0.32% | +3,806+10.0% | Added |
| Eagle Asset Management Inc | 42,090 | $3.68M | 0.02% | +13,309+46.2% | Added |
| Comerica Securities,inc. | 42,115 | $3.68M | 0.25% | −984−2.3% | Reduced |
| Parallel Advisors, LLC | 41,067 | $3.71M | 0.15% | +11,505+38.9% | Added |
| Hancock Whitney Corp | 42,491 | $3.71M | 0.13% | +648+1.5% | Added |
| Patten & Patten Inc | 42,707 | $3.73M | 0.27% | +2,432+6.0% | Added |
| Regent Investment Management LLC | 42,870 | $3.75M | 0.87% | +1,400+3.4% | Added |
| Institutional & Family Asset Management, LLC | 43,105 | $3.77M | 0.59% | +543+1.3% | Added |
| Level Four Advisory Services, LLC | 43,347 | $3.79M | 0.30% | +1,103+2.6% | Added |
| CWM, LLC | 43,398 | $3.79M | 0.03% | −5,494−11.2% | Reduced |
| Industrial Alliance Investment Management Inc. | 43,638 | $3.81M | 0.09% | −1,966−4.3% | Reduced |
| Joel Isaacson & Co., LLC | 44,125 | $3.82M | 0.28% | +26+0.1% | Added |
| Roanoke Asset Management Corp | 43,688 | $3.82M | 1.42% | −1,100−2.5% | Reduced |
| Connectus Wealth, LLC | 38,858 | $3.82M | 0.12% | −21,911−36.1% | Reduced |
| Huntington National Bank | 43,796 | $3.83M | 0.04% | −172−0.4% | Reduced |
| KCS Wealth Advisory | 43,928 | $3.84M | 1.78% | +1,274+3.0% | Added |
| Massmutual Trust Co FSB | 44,185 | $3.86M | 0.15% | +389+0.9% | Added |
| Squarepoint Ops LLC | 44,674 | $3.90M | 0.03% | −51,822−53.7% | Reduced |
| Mayflower Financial Advisors, LLC | 45,201 | $3.95M | 0.53% | +466+1.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 45,400 | $3.97M | 0.05% | +8,225+22.1% | Added |
| Benson Investment Management Company, Inc. | 45,561 | $3.98M | 2.00% | +120+0.3% | Added |
| Advisor Partners LLC | 45,704 | $4.00M | 0.25% | +107+0.2% | Added |
| Intact Investment Management Inc. | 45,900 | $4.01M | 0.10% | +30,400+196.1% | Added |
| Sigma Planning Corp | 46,319 | $4.05M | 0.12% | +7,127+18.2% | Added |
| Mount Lucas Management LP | 46,749 | $4.09M | 1.19% | −4,391−8.6% | Reduced |
| LGT Fund Management Co Ltd. | 47,000 | $4.09M | 0.54% | −46,000−49.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 47,033 | $4.11M | 0.04% | +1,423+3.1% | Added |
| Veritable, L.P. | 47,181 | $4.12M | 0.06% | +1,435+3.1% | Added |
| Highland Capital Management, LLC | 48,140 | $4.21M | 0.25% | +45,040+1,452.9% | Added |
| Transcend Wealth Collective, LLC | 48,197 | $4.21M | 0.38% | +81+0.2% | Added |
| Cumberland Partners Ltd | 48,240 | $4.22M | 0.32% | −11,350−19.0% | Reduced |
| SkyOak Wealth, LLC | 48,552 | $4.24M | 1.18% | +725+1.5% | Added |
| Corient Capital Partners, LLC | 48,563 | $4.24M | 0.28% | +91+0.2% | Added |
| Moody National Bank Trust Division | 48,802 | $4.26M | 0.13% | −6,281−11.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 48,840 | $4.27M | 0.07% | +8,650+21.5% | Added |
| Private Wealth Partners, LLC | 48,870 | $4.27M | 0.38% | −3,045−5.9% | Reduced |
| Churchill Management Corp | 49,028 | $4.29M | 0.08% | +49,028 | New |
| First Hawaiian Bank | 49,064 | $4.29M | 0.13% | +673+1.4% | Added |
| Donaldson Capital Management, LLC | 49,277 | $4.31M | 0.20% | +4,061+9.0% | Added |
| Jupiter Wealth Management LLC | 49,354 | $4.31M | 2.70% | −26,968−35.3% | Reduced |
| DCM Advisors, LLC | 49,396 | $4.32M | 1.53% | −6,828−12.1% | Reduced |
| Banque Cantonale Vaudoise | 49,475 | $4.32M | 0.19% | 00.0% | Unchanged |
| JustInvest LLC | 49,643 | $4.34M | 0.21% | +6,455+14.9% | Added |
| Desjardins Global Asset Management Inc. | 50,096 | $4.38M | 0.38% | −58,707−54.0% | Reduced |
| Kessler Investment Group, LLC | 50,351 | $4.40M | 2.55% | −257−0.5% | Reduced |
| TownSquare Capital, LLC | 50,489 | $4.41M | 0.11% | +5,367+11.9% | Added |
| Atria Wealth Solutions, Inc. | 50,628 | $4.42M | 0.07% | +50,628 | New |
| BOK Financial Private Wealth, Inc. | 51,500 | $4.50M | 0.32% | +458+0.9% | Added |
| Consolidated Investment Group LLC | 51,600 | $4.51M | 0.74% | 00.0% | Unchanged |
| AE Wealth Management LLC | 52,158 | $4.56M | 0.03% | +24,540+88.9% | Added |
| LGT Group Foundation | 52,481 | $4.57M | 0.11% | −8,145−13.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 52,300 | $4.57M | 0.62% | −1,293−2.4% | Reduced |
| Albion Financial Group | 52,430 | $4.58M | 0.39% | +3,115+6.3% | Added |
| Logan Capital Management Inc | 52,511 | $4.59M | 0.22% | +14,190+37.0% | Added |
| Nomura Holdings Inc | 56,017 | $4.62M | 0.04% | −43,262−43.6% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 53,267 | $4.66M | 2.15% | −20,510−27.8% | Reduced |
| Contravisory Investment Management, Inc. | 53,794 | $4.70M | 1.33% | −423−0.8% | Reduced |
| Heritage Trust Co | 53,944 | $4.71M | 0.67% | +9,085+20.3% | Added |
| FDx Advisors, Inc. | 54,071 | $4.73M | 0.16% | +4,646+9.4% | Added |
| Elk River Wealth Management, LLC | 54,400 | $4.75M | 1.04% | +3,689+7.3% | Added |
| MainStreet Investment Advisors LLC | 54,677 | $4.78M | 0.45% | −170−0.3% | Reduced |
| Impax Asset Management Group plc | 54,720 | $4.78M | 0.02% | +54,720 | New |
| Jackson Wealth Management, LLC | 54,763 | $4.79M | 0.66% | +54,763 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 54,827 | $4.79M | 0.69% | +19,296+54.3% | Added |
| Principal Street Partners, LLC | 55,696 | $4.87M | 1.12% | +4,039+7.8% | Added |
| Neville Rodie & Shaw Inc | 56,200 | $4.89M | 0.36% | +250+0.4% | Added |
| Allstate Corp | 56,151 | $4.91M | 0.13% | −62,892−52.8% | Reduced |
| Coldstream Capital Management Inc | 56,348 | $4.92M | 0.17% | −51,721−47.9% | Reduced |
| Shell Asset Management Co | 56,359 | $4.93M | 0.12% | −2,647−4.5% | Reduced |
| Mizuho Markets Cayman LP | 56,670 | $4.95M | 0.53% | −383−0.7% | Reduced |
| Canandaigua National Corp | 56,721 | $4.96M | 0.75% | −2,902−4.9% | Reduced |