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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| 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 |
|---|---|---|---|---|---|
| Riggs Asset Managment Co. Inc. | 492 | $43.0K | 0.01% | −21−4.1% | Reduced |
| GeoWealth Management, LLC | 494 | $43.0K | 0.00% | +115+30.3% | Added |
| Tarbox Family Office, Inc. | 502 | $44.0K | 0.01% | −456−47.6% | Reduced |
| Horan Securities, Inc. | 500 | $44.0K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 523 | $45.0K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 519 | $45.0K | 0.02% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 510 | $45.0K | 0.03% | +285+126.7% | Added |
| First Command Financial Services, Inc. | 567 | $50.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 567 | $50.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 586 | $51.0K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 583 | $51.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 581 | $51.0K | 0.04% | 00.0% | Unchanged |
| Monolith Advisors | 517 | $51.0K | 0.04% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 585 | $51.0K | 0.02% | +395+207.9% | Added |
| Accel Wealth Management | 596 | $52.0K | 0.03% | +3+0.5% | Added |
| Estabrook Capital Management | 600 | $52.4K | 0.01% | −50−7.7% | Reduced |
| Gemmer Asset Management LLC | 609 | $53.0K | 0.01% | −175−22.3% | Reduced |
| Professional Financial Advisors, LLC | 601 | $53.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 602 | $53.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 602 | $53.0K | 0.01% | +100+19.9% | Added |
| LFA - Lugano Financial Advisors SA | 625 | $54.0K | 0.04% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 623 | $54.0K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 613 | $54.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 621 | $54.0K | 0.01% | +97+18.5% | Added |
| First Financial Corp | 624 | $55.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 626 | $55.0K | 0.04% | +251+66.9% | Added |
| Smith Group Asset Management, LLC | 651 | $57.0K | 0.00% | −37−5.4% | Reduced |
| Creative Financial Designs Inc | 665 | $58.0K | 0.01% | +2+0.3% | Added |
| Carmichael Hill & Associates, Inc. | 663 | $58.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 680 | $59.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 683 | $59.0K | 0.01% | +1+0.1% | Added |
| AllSquare Wealth Management LLC | 671 | $59.0K | 0.04% | +73+12.2% | Added |
| Twin Lakes Capital Management, LLC | 720 | $63.0K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 741 | $65.0K | 0.01% | −11−1.5% | Reduced |
| Rocky Mountain Advisers, LLC | 764 | $67.0K | 0.07% | +4+0.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 784 | $69.0K | 0.04% | −450−36.5% | Reduced |
| Park Circle Co | 800 | $70.0K | 0.06% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 800 | $70.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 816 | $71.0K | 0.01% | −161−16.5% | Reduced |
| CoreFirst Bank & Trust | 811 | $71.0K | 0.05% | 00.0% | Unchanged |
| Corsicana & Co. | 807 | $71.0K | 0.05% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 823 | $72.0K | 0.03% | −19−2.3% | Reduced |
| TSFG, LLC | 840 | $73.0K | 0.03% | +1+0.1% | Added |
| Hanson & Doremus Investment Management | 835 | $73.0K | 0.02% | +141+20.3% | Added |
| Tilia Fiduciary Partners, Inc. | 841 | $74.0K | 0.06% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 841 | $74.0K | 0.06% | +841 | New |
| Rise Advisors, LLC | 880 | $77.0K | 0.07% | +84+10.6% | Added |
| Greenwood Capital Associates LLC | 900 | $79.0K | 0.02% | −136,386−99.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 925 | $80.8K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 925 | $81.0K | 0.01% | −76−7.6% | Reduced |
| Cedar Wealth Management, LLC | 922 | $81.0K | 0.03% | 00.0% | Unchanged |
| Eukles Asset Management | 933 | $82.0K | 0.04% | −134−12.6% | Reduced |
| Citizens National Bank Trust Department | 1,014 | $82.0K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 935 | $82.0K | 0.02% | +801+597.8% | Added |
| Cedar Mountain Advisors, LLC | 954 | $83.0K | 0.02% | +65+7.3% | Added |
| Clearview Wealth Advisors LLC | 999 | $87.0K | 0.06% | −485−32.7% | Reduced |
| First National Bank of South Miami | 1,000 | $87.0K | 0.05% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,020 | $88.7K | 0.04% | −6,112−85.7% | Reduced |
| Stonebridge Capital Advisors LLC | 1,020 | $89.0K | 0.01% | +150+17.2% | Added |
| Bay Harbor Wealth Management, LLC | 1,034 | $90.0K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,051 | $92.0K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,101 | $96.0K | 0.04% | −77−6.5% | Reduced |
| Resources Management Corp | 1,109 | $97.0K | 0.01% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,106 | $97.0K | 0.05% | +7+0.6% | Added |
| Farmers & Merchants Investments Inc | 1,117 | $98.0K | 0.00% | −117−9.5% | Reduced |
| Sutton Wealth Advisors Inc. | 1,128 | $98.6K | 0.03% | +247+28.0% | Added |
| TCWP LLC | 1,158 | $101.0K | 0.02% | +1,158 | New |
| West Paces Advisors Inc. | 1,189 | $103.9K | 0.03% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,195 | $104.0K | 0.03% | −153−11.4% | Reduced |
| Founders Capital Management | 1,065 | $105.0K | 0.07% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,238 | $108.0K | 0.02% | +205+19.8% | Added |
| Dividend Assets Capital, LLC | 1,267 | $111.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,284 | $112.0K | 0.02% | −16−1.2% | Reduced |
| Selective Wealth Management, Inc. | 1,278 | $112.0K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,296 | $113.0K | 0.00% | −27−2.0% | Reduced |
| Gleason Group, Inc. | 1,344 | $118.0K | 0.04% | +9+0.7% | Added |
| Independence Bank of Kentucky | 1,364 | $119.0K | 0.05% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,357 | $119.0K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,404 | $122.7K | 0.04% | −11−0.8% | Reduced |
| Hexagon Capital Partners LLC | 1,412 | $123.0K | 0.03% | +214+17.9% | Added |
| Wolff Wiese Magana LLC | 1,416 | $124.0K | 0.08% | +43+3.1% | Added |
| Simon Quick Advisors, LLC | 1,464 | $128.0K | 0.04% | +1,362+1,335.3% | Added |
| Paladin Advisory Group, LLC | 1,488 | $129.0K | 0.10% | +1,488 | New |
| Capital Directions Investment Advisors, LLC | 1,485 | $130.0K | 0.04% | +1,485 | New |
| Vectors Research Management, LLC | 1,503 | $131.0K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,500 | $131.0K | 0.03% | +1,500 | New |
| Proequities, Inc. | 1,580 | $138.0K | 0.01% | −535−25.3% | Reduced |
| WD Rutherford LLC | 1,625 | $142.0K | 0.08% | +650+66.7% | Added |
| Cranbrook Wealth Management, LLC | 1,632 | $143.0K | 0.03% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,658 | $145.0K | 0.02% | −50−2.9% | Reduced |
| Burleson & Company, LLC | 1,657 | $145.0K | 0.02% | +328+24.7% | Added |
| Peoples Financial Services Corp. | 1,674 | $146.0K | 0.06% | +1,674 | New |
| Hillsdale Investment Management Inc. | 1,690 | $148.0K | 0.01% | +1,330+369.4% | Added |
| Lenox Wealth Advisors, LLC | 1,792 | $151.0K | 0.02% | +191+11.9% | Added |
| Premier Asset Management LLC | 11,043 | $152.0K | 0.05% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,813 | $156.0K | 0.10% | 00.0% | Unchanged |
| Bessemer Securities LLC | 1,799 | $157.0K | 0.05% | +1,799 | New |
| Sandy Spring Bank | 1,839 | $161.0K | 0.01% | −61−3.2% | Reduced |
| Valley National Advisers Inc | 1,848 | $162.0K | 0.03% | −233−11.2% | Reduced |
| Baystate Wealth Management LLC | 1,855 | $162.0K | 0.01% | +12+0.7% | Added |