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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| Blue Bell Private Wealth Management, LLC | 1,883 | $165.0K | 0.05% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 1,841 | $166.0K | 0.00% | +1,841 | New |
| Endurance Wealth Management, Inc. | 1,916 | $167.0K | 0.02% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 1,923 | $168.0K | 0.06% | −3,690−65.7% | Reduced |
| Interactive Financial Advisors | 2,000 | $175.0K | 0.08% | 00.0% | Unchanged |
| American National Bank | 2,015 | $176.0K | 0.03% | +173+9.4% | Added |
| Point72 Hong Kong Ltd | 2,011 | $176.0K | 0.02% | +2,011 | New |
| Key Financial Inc | 2,040 | $178.0K | 0.09% | +456+28.8% | Added |
| Compagnie Lombard Odier SCmA | 2,066 | $181.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,093 | $183.0K | 0.05% | −4−0.2% | Reduced |
| Benjamin Edwards Inc | 2,114 | $185.0K | 0.05% | −3−0.1% | Reduced |
| IMA Wealth, Inc. | 2,129 | $186.0K | 0.04% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 2,287 | $199.0K | 0.01% | +343+17.6% | Added |
| Atlas Capital Advisors LLC | 2,281 | $199.4K | 0.03% | −400−14.9% | Reduced |
| Cornercap Investment Counsel Inc | 2,294 | $200.0K | 0.02% | −146−6.0% | Reduced |
| Flynn Zito Capital Management, LLC | 2,293 | $200.0K | 0.17% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 2,288 | $200.0K | 0.02% | +38+1.7% | Added |
| Mission Wealth Management, LP | 2,307 | $202.0K | 0.01% | +15+0.7% | Added |
| Alley Investment Management Company, LLC | 2,314 | $202.0K | 0.03% | +2,314 | New |
| First Affirmative Financial Network | 2,322 | $203.0K | 0.19% | +116+5.3% | Added |
| TrueWealth Advisors, LLC | 2,070 | $203.0K | 0.09% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 2,339 | $204.0K | 0.06% | −3,625−60.8% | Reduced |
| Royal Fund Management, LLC | 2,344 | $204.0K | 0.03% | −600−20.4% | Reduced |
| Karpas Strategies, LLC | 2,332 | $204.0K | 0.06% | +12+0.5% | Added |
| RSM US Wealth Management LLC | 2,361 | $206.0K | 0.01% | −149−5.9% | Reduced |
| Operose Advisors LLC | 2,354 | $206.0K | 0.14% | +230+10.8% | Added |
| Castleview Partners, LLC | 2,372 | $207.0K | 0.13% | −27,076−91.9% | Reduced |
| Chicago Trust Co NA | 2,366 | $207.0K | 0.04% | −34−1.4% | Reduced |
| Birch Hill Investment Advisors LLC | 2,378 | $208.0K | 0.01% | −320−11.9% | Reduced |
| Focus Financial Network, Inc. | 2,383 | $208.3K | 0.01% | +2,383 | New |
| Greenspring Advisors, LLC | 2,392 | $209.0K | 0.06% | −418−14.9% | Reduced |
| Investment Partners, Ltd. | 2,392 | $209.0K | 0.09% | +4+0.2% | Added |
| Capital Investment Advisory Services, LLC | 2,417 | $211.0K | 0.02% | +250+11.5% | Added |
| Colonial River Wealth Management, LLC | 2,413 | $211.0K | 0.12% | +2,413 | New |
| Boston Trust Walden Corp | 2,423 | $212.0K | 0.00% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,429 | $212.0K | 0.20% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 2,438 | $213.0K | 0.04% | −24,744−91.0% | Reduced |
| REDW Wealth LLC | 2,433 | $213.0K | 0.06% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 2,442 | $214.0K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,463 | $214.0K | 0.03% | +2,463 | New |
| Deuterium Capital Management, LLC | 2,462 | $215.0K | 0.28% | −1,391−36.1% | Reduced |
| Associated Banc-Corp | 2,451 | $215.0K | 0.01% | −37−1.5% | Reduced |
| Eagle Strategies LLC | 2,454 | $215.0K | 0.08% | +16+0.7% | Added |
| Grandview Asset Management LLC | 2,454 | $215.0K | 0.09% | +2,454 | New |
| Johnson Investment Counsel Inc | 2,466 | $216.0K | 0.00% | −268−9.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 2,490 | $217.0K | 0.07% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 2,490 | $218.0K | 0.13% | 00.0% | Unchanged |
| Forte Capital LLC | 2,221 | $218.0K | 0.03% | −135−5.7% | Reduced |
| Crewe Advisors LLC | 2,498 | $218.0K | 0.04% | +1,465+141.8% | Added |
| Beck Mack & Oliver LLC | 2,500 | $219.0K | 0.01% | −750−23.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,511 | $219.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,500 | $219.0K | 0.10% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,504 | $219.0K | 0.07% | +2,504 | New |
| Credential Qtrade Securities Inc. | 2,506 | $219.0K | 0.01% | −28−1.1% | Reduced |
| Jefferies Group LLC | 2,511 | $219.5K | 0.01% | −6,398−71.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,514 | $220.0K | 0.05% | +230+10.1% | Added |
| Claro Advisors LLC | 2,243 | $220.0K | 0.08% | 00.0% | Unchanged |
| Maryland Capital Management | 2,523 | $221.0K | 0.01% | −309−10.9% | Reduced |
| Raleigh Capital Management Inc. | 2,530 | $221.0K | 0.12% | +2,530 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 2,532 | $221.4K | 0.05% | +2,532 | New |
| Enterprise Financial Services Corp | 2,538 | $222.0K | 0.04% | −574−18.4% | Reduced |
| Formidable Asset Management, LLC | 2,548 | $223.0K | 0.04% | −48−1.8% | Reduced |
| Keystone Financial Group | 2,556 | $223.0K | 0.04% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 2,557 | $223.0K | 0.02% | +191+8.1% | Added |
| Summit Global Investments | 2,563 | $224.0K | 0.02% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 2,472 | $224.0K | 0.08% | +77+3.2% | Added |
| Monterey Private Wealth, Inc. | 2,486 | $224.0K | 0.11% | +2,486 | New |
| Millennium Capital Advisors, LLC | 2,564 | $224.1K | 0.18% | +2,564 | New |
| Money Concepts Capital Corp | 2,571 | $225.0K | 0.01% | +2,571 | New |
| Silverlake Wealth Management LLC | 2,577 | $225.2K | 0.13% | −550−17.6% | Reduced |
| GHP Investment Advisors, Inc. | 2,591 | $226.0K | 0.01% | −1,415−35.3% | Reduced |
| Washington Trust Bank | 2,590 | $226.0K | 0.03% | −20−0.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,721 | $226.0K | 0.11% | +93+3.5% | Added |
| Stiles Financial Services Inc | 2,589 | $226.0K | 0.11% | +2,589 | New |
| EMG Holdings, L.P. | 2,600 | $227.0K | 0.07% | +2,600 | New |
| Game Plan Financial Advisors, LLC | 2,600 | $227.0K | 0.14% | +2,600 | New |
| Maxele Advisors, LLC | 2,615 | $228.6K | 0.28% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 2,620 | $229.0K | 0.22% | +71+2.8% | Added |
| Washington Trust Advisors, Inc. | 2,633 | $230.0K | 0.02% | −712−21.3% | Reduced |
| Oakworth Capital, Inc. | 2,630 | $230.0K | 0.02% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 2,627 | $230.0K | 0.21% | +325+14.1% | Added |
| Missouri Trust & Investment Co | 2,640 | $231.0K | 0.14% | +150+6.0% | Added |
| WMS Partners, LLC | 2,643 | $231.0K | 0.03% | +2,643 | New |
| Asset Allocation & Management Company, LLC | 2,660 | $232.0K | 0.08% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,650 | $232.0K | 0.04% | 00.0% | Unchanged |
| Bremer Bank National Association | 2,675 | $234.0K | 0.04% | −616−18.7% | Reduced |
| Journey Strategic Wealth LLC | 2,679 | $234.0K | 0.03% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,680 | $234.0K | 0.14% | +43+1.6% | Added |
| Argent Advisors, Inc. | 2,680 | $234.0K | 0.13% | +105+4.1% | Added |
| LWM Advisory Services, LLC | 2,676 | $234.0K | 0.29% | +486+22.2% | Added |
| Capital Advisors Inc | 2,678 | $234.0K | 0.01% | +2,678 | New |
| Merit Financial Group, LLC | 2,679 | $234.0K | 0.01% | +2,679 | New |
| Weatherly Asset Management L. P. | 2,684 | $235.0K | 0.03% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 2,700 | $236.0K | 0.21% | −300−10.0% | Reduced |
| Reik & Co., LLC | 2,703 | $236.0K | 0.06% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,702 | $236.0K | 0.15% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,709 | $237.0K | 0.05% | +600+28.4% | Added |
| Boston Financial Mangement LLC | 2,709 | $237.0K | 0.01% | +2,709 | New |
| Doheny Asset Management | 2,726 | $238.0K | 0.17% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,719 | $238.0K | 0.08% | 00.0% | Unchanged |