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
- 1,672
- −23 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
- 141
- 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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −26,800−100.0% | Sold out |
| Chemistry Wealth Management LLC | 0 | $0 | 0.00% | −26,281−100.0% | Sold out |
| Toscafund Asset Management LLP | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| McAlister, Sweet & Associates, Inc. | 0 | $0 | 0.00% | −16,390−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −15,737−100.0% | Sold out |
| Highview Capital Management LLC | 0 | $0 | 0.00% | −15,643−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −15,179−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −14,663−100.0% | Sold out |
| Ashburton (Jersey) Ltd | 0 | $0 | 0.00% | −14,256−100.0% | Sold out |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −13,636−100.0% | Sold out |
| DCF Advisers, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −12,373−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −12,266−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −11,943−100.0% | Sold out |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −11,780−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −11,562−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −11,131−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,035−100.0% | Sold out |
| Leith Wheeler Investment Counsel Ltd. | 0 | $0 | 0.00% | −10,101−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −7,391−100.0% | Sold out |
| Ulysses Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −9,826−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −9,535−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −8,871−100.0% | Sold out |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −8,747−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,579−100.0% | Sold out |
| Sentinel Trust Co Lba | 0 | $0 | 0.00% | −7,819−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −7,611−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −7,551−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −7,381−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −7,234−100.0% | Sold out |
| First National Bank of Hutchinson | 0 | $0 | 0.00% | −7,077−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −6,150−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −6,114−100.0% | Sold out |
| Simmons Bank | 0 | $0 | 0.00% | −5,850−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −5,851−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −5,439−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −5,381−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −5,059−100.0% | Sold out |
| Johnson Financial Group, LLC | 0 | $0 | 0.00% | −5,038−100.0% | Sold out |
| Southport Management, L.L.C. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Canvas Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,461−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −4,399−100.0% | Sold out |
| Astrantus Ltd | 0 | $0 | 0.00% | −4,406−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −4,240−100.0% | Sold out |
| Ropes Wealth Advisors LLC | 0 | $0 | 0.00% | −3,638−100.0% | Sold out |
| Marathon Capital Management | 0 | $0 | 0.00% | −3,560−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −3,479−100.0% | Sold out |
| Hancock Whitney Investment Services Inc. | 0 | $0 | 0.00% | −3,457−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −3,349−100.0% | Sold out |
| Boyd Watterson Asset Management LLC | 0 | $0 | 0.00% | −3,239−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −3,156−100.0% | Sold out |
| Rpo LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −2,945−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −2,933−100.0% | Sold out |
| LGL Partners, LLC | 0 | $0 | 0.00% | −2,933−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −2,911−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,896−100.0% | Sold out |
| NovaPoint Capital, LLC | 0 | $0 | 0.00% | −2,890−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −2,854−100.0% | Sold out |
| Wealth Advisors of Iowa, LLC | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| ProVise Management Group, LLC | 0 | $0 | 0.00% | −2,712−100.0% | Sold out |
| Biltmore Family Office, LLC | 0 | $0 | 0.00% | −2,626−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −2,557−100.0% | Sold out |
| N.E.W. Advisory Services LLC | 0 | $0 | 0.00% | −2,495−100.0% | Sold out |
| Amussen Hunsaker Associates LLC | 0 | $0 | 0.00% | −2,257−100.0% | Sold out |
| Game Creek Capital, LP | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Terry L. Blaker | 0 | $0 | 0.00% | −2,277−100.0% | Sold out |
| Riversedge Advisors, LLC | 0 | $0 | 0.00% | −2,273−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −2,266−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −2,262−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −2,255−100.0% | Sold out |
| LCNB Corp | 0 | $0 | 0.00% | −2,244−100.0% | Sold out |
| Essex Savings Bank | 0 | $0 | 0.00% | −2,239−100.0% | Sold out |
| G2 Capital Management, LLC | 0 | $0 | 0.00% | −2,234−100.0% | Sold out |
| TrinityPoint Wealth, LLC | 0 | $0 | 0.00% | −2,224−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −2,208−100.0% | Sold out |
| Groesbeck Investment Management Corp | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| S.E.E.D. Planning Group LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −2,202−100.0% | Sold out |
| Neumann Capital Management, LLC | 0 | $0 | 0.00% | −2,192−100.0% | Sold out |
| Bank Ozk | 0 | $0 | 0.00% | −2,179−100.0% | Sold out |
| Fiduciary Group LLC | 0 | $0 | 0.00% | −2,181−100.0% | Sold out |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −2,167−100.0% | Sold out |
| Brave Asset Management Inc | 0 | $0 | 0.00% | −2,160−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −2,122−100.0% | Sold out |
| Aft, Forsyth & Company, Inc. | 0 | $0 | 0.00% | −2,085−100.0% | Sold out |
| Newman Dignan & Sheerar, Inc. | 0 | $0 | 0.00% | −2,085−100.0% | Sold out |
| SignalPoint Asset Management, LLC | 0 | $0 | 0.00% | −2,079−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −2,077−100.0% | Sold out |
| Dumont & Blake Investment Advisors LLC | 0 | $0 | 0.00% | −2,072−100.0% | Sold out |
| Girard Partners Ltd. | 0 | $0 | 0.00% | −2,058−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,054−100.0% | Sold out |
| Clarity Financial LLC | 0 | $0 | 0.00% | −2,058−100.0% | Sold out |
| Beaumont Financial Partners, LLC | 0 | $0 | 0.00% | −2,051−100.0% | Sold out |
| Mayfair Advisory Group, LLC | 0 | $0 | 0.00% | −1,980−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −2,048−100.0% | Sold out |