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 |
|---|---|---|---|---|---|
| Hurlow Wealth Management Group, Inc. | 2,725 | $238.0K | 0.15% | +2,725 | New |
| SkyView Investment Advisors, LLC | 2,849 | $240.0K | 0.06% | −1,613−36.1% | Reduced |
| Annapolis Financial Services, LLC | 2,745 | $240.0K | 0.08% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 2,743 | $240.0K | 0.00% | +210+8.3% | Added |
| Planned Solutions, Inc. | 2,757 | $241.0K | 0.17% | −50−1.8% | Reduced |
| River Wealth Advisors LLC | 3,127 | $241.0K | 0.04% | +3,127 | New |
| David R. Rahn & Associates Inc. | 3,000 | $242.0K | 0.09% | −13−0.4% | Reduced |
| Pathway Financial Advisors LLC | 2,767 | $242.0K | 0.09% | +50+1.8% | Added |
| Rockland Trust Co | 2,761 | $242.0K | 0.02% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 2,787 | $244.0K | 0.07% | +2,787 | New |
| Reliant Investment Management, LLC | 2,795 | $244.0K | 0.13% | +2,795 | New |
| E Fund Management Co., Ltd. | 2,800 | $245.0K | 0.01% | −373−11.8% | Reduced |
| Univest Financial Corp | 2,807 | $245.0K | 0.07% | +94+3.5% | Added |
| American State Bank (Iowa) | 2,808 | $245.4K | 0.17% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,813 | $246.0K | 0.06% | −5,072−64.3% | Reduced |
| Alta Wealth Advisors LLC | 2,838 | $248.0K | 0.15% | +2,838 | New |
| Ssi Investment Management LLC | 2,843 | $249.0K | 0.01% | −118−4.0% | Reduced |
| Norway Savings Bank | 2,852 | $249.0K | 0.11% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,862 | $250.0K | 0.10% | +54+1.9% | Added |
| Syntax Advisors, LLC | 2,862 | $250.0K | 0.21% | +54+1.9% | Added |
| Blueshift Asset Management, LLC | 2,858 | $250.0K | 0.02% | +226+8.6% | Added |
| Aspiriant, LLC | 2,861 | $250.0K | 0.01% | +2,861 | New |
| JT Stratford LLC | 2,867 | $251.0K | 0.07% | −298−9.4% | Reduced |
| Leisure Capital Management | 2,871 | $251.0K | 0.13% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 2,872 | $251.0K | 0.14% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,875 | $251.0K | 0.19% | +139+5.1% | Added |
| Cable Hill Partners, LLC | 2,921 | $255.0K | 0.17% | +637+27.9% | Added |
| FinTrust Capital Advisors, LLC | 2,926 | $255.0K | 0.06% | +1,161+65.8% | Added |
| Herold Advisors, Inc. | 2,925 | $255.6K | 0.09% | +2,925 | New |
| NBT Bank N A | 2,932 | $256.0K | 0.03% | 00.0% | Unchanged |
| Humankind Investments LLC | 2,932 | $256.0K | 0.10% | +139+5.0% | Added |
| David Loasby | 3,062 | $257.0K | 0.03% | +4+0.1% | Added |
| Tatro Capital, LLC | 2,942 | $257.0K | 0.19% | +180+6.5% | Added |
| Cooper Financial Group | 2,938 | $257.0K | 0.10% | +2,938 | New |
| Narus Financial Partners, LLC | 2,944 | $257.3K | 0.14% | +2,944 | New |
| Harrington Investments, INC | 2,975 | $260.0K | 0.16% | +300+11.2% | Added |
| Quadrant Private Wealth Management, LLC | 2,979 | $260.0K | 0.10% | +781+35.5% | Added |
| 180 Wealth Advisors, LLC | 2,933 | $261.0K | 0.06% | −132−4.3% | Reduced |
| Roundview Capital LLC | 2,984 | $261.0K | 0.03% | −78−2.5% | Reduced |
| Perfromance Wealth Partners, LLC | 2,981 | $261.0K | 0.01% | −18−0.6% | Reduced |
| Zacks Investment Management | 2,987 | $261.0K | 0.00% | +821+37.9% | Added |
| Great Lakes Advisors, LLC | 2,999 | $262.0K | 0.00% | −1,111−27.0% | Reduced |
| Spirit of America Management Corp | 3,000 | $262.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,998 | $262.0K | 0.06% | +200+7.1% | Added |
| Cozad Asset Management Inc | 3,010 | $263.0K | 0.04% | +300+11.1% | Added |
| Ground Swell Capital, LLC | 3,010 | $263.0K | 0.68% | +3,010 | New |
| Howard Financial Services, Ltd. | 3,025 | $264.0K | 0.08% | +3,025 | New |
| O'Rourke & Company, Inc | 3,034 | $265.0K | 0.18% | +9+0.3% | Added |
| Segment Wealth Management, LLC | 3,028 | $265.0K | 0.03% | +41+1.4% | Added |
| Wealthsource Partners, LLC | 3,031 | $265.0K | 0.02% | +169+5.9% | Added |
| Addison Advisors LLC | 3,034 | $265.0K | 0.14% | +1,258+70.8% | Added |
| Shepherd Financial Partners LLC | 3,023 | $265.0K | 0.05% | +3,023 | New |
| Guerra Pan Advisors, LLC | 3,239 | $266.0K | 0.32% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,039 | $266.0K | 0.01% | −180−5.6% | Reduced |
| Objective Capital Management, LLC | 3,042 | $266.0K | 0.20% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 3,048 | $266.0K | 0.19% | +210+7.4% | Added |
| State of Wyoming | 3,064 | $268.0K | 0.13% | −125−3.9% | Reduced |
| Five Oceans Advisors | 3,063 | $268.0K | 0.24% | +62+2.1% | Added |
| Private Asset Management Inc | 3,082 | $269.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 3,090 | $270.0K | 0.01% | −1,194−27.9% | Reduced |
| Janney Capital Management LLC | 3,089 | $270.0K | 0.02% | +66+2.2% | Added |
| IMPACTfolio, LLC | 3,093 | $270.0K | 0.20% | +3,093 | New |
| Eqis Capital Management, Inc. | 3,101 | $271.0K | 0.02% | −1,938−38.5% | Reduced |
| Round Table Services, LLC | 3,100 | $271.0K | 0.05% | −220−6.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,112 | $272.0K | 0.13% | +273+9.6% | Added |
| Stratos Wealth Advisors, LLC | 3,138 | $274.0K | 0.02% | −3,274−51.1% | Reduced |
| West Bancorporation Inc | 3,130 | $274.0K | 0.17% | −78−2.4% | Reduced |
| DGS Capital Management, LLC | 3,136 | $274.0K | 0.17% | −23−0.7% | Reduced |
| Fieldpoint Private Securities, LLC | 3,131 | $274.0K | 0.06% | +376+13.6% | Added |
| Ascent Group, LLC | 3,150 | $275.0K | 0.03% | −415−11.6% | Reduced |
| Continuum Advisory, LLC | 3,411 | $275.0K | 0.05% | +666+24.3% | Added |
| Clearstead Advisors, LLC | 3,160 | $276.0K | 0.02% | +1,789+130.5% | Added |
| KG&L Capital Management,LLC | 3,157 | $276.0K | 0.12% | +3,157 | New |
| Benjamin F. Edwards & Company, Inc. | 3,168 | $277.0K | 0.01% | −547−14.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,178 | $278.0K | 0.01% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 3,332 | $280.0K | 0.05% | +142+4.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,200 | $280.0K | 0.00% | +900+39.1% | Added |
| Twin Focus Capital Partners, LLC | 3,210 | $281.0K | 0.05% | −101−3.1% | Reduced |
| Covington Capital Management | 3,215 | $281.0K | 0.01% | +160+5.2% | Added |
| Private Capital Management LLC | 3,248 | $284.0K | 0.09% | −1,480−31.3% | Reduced |
| CNB Bank | 3,255 | $284.0K | 0.16% | −76−2.3% | Reduced |
| Emfo, LLC | 3,250 | $284.0K | 0.26% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 3,280 | $286.0K | 0.06% | +410+14.3% | Added |
| American Trust | 3,263 | $286.0K | 0.02% | +3,263 | New |
| Halbert Hargrove Global Advisors, LLC | 3,307 | $289.0K | 0.02% | −6−0.2% | Reduced |
| Sepio Capital, LP | 3,317 | $290.0K | 0.03% | −49,985−93.8% | Reduced |
| Bragg Financial Advisors, Inc | 3,329 | $291.0K | 0.02% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 3,289 | $292.0K | 0.00% | −430−11.6% | Reduced |
| Fort Sheridan Advisors LLC | 3,336 | $292.0K | 0.09% | +527+18.8% | Added |
| Duncker Streett & Co Inc | 3,371 | $295.0K | 0.06% | −2,812−45.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,379 | $295.0K | 0.16% | +642+23.5% | Added |
| Intercontinental Wealth Advisors, LLC | 3,392 | $296.0K | 0.07% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,506 | $297.0K | 0.01% | +119+3.5% | Added |
| Arete Wealth Advisors, LLC | 3,835 | $297.0K | 0.02% | −24−0.6% | Reduced |
| Capstone Financial Advisors, Inc. | 3,450 | $301.0K | 0.02% | +532+18.2% | Added |
| Cohen & Steers, Inc. | 3,461 | $302.0K | 0.00% | −306−8.1% | Reduced |
| Winton Group Ltd | 3,464 | $303.0K | 0.02% | −11,816−77.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 3,466 | $303.0K | 0.08% | +551+18.9% | Added |
| Advus Financial Partners, LLC | 3,473 | $303.5K | 0.15% | +3,473 | New |
| Independent Financial Group, LLC | 3,483 | $304.4K | 0.02% | −1,005−22.4% | Reduced |