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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 3,493 | $305.0K | 0.03% | +3,493 | New |
| Red Cedar Capital, LLC | 3,500 | $306.0K | 0.18% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 3,506 | $306.0K | 0.10% | +2+0.1% | Added |
| WSFS Capital Management, LLC | 3,515 | $307.0K | 0.09% | +3,515 | New |
| SOL Capital Management CO | 3,520 | $308.0K | 0.06% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 3,568 | $310.0K | 0.00% | −211−5.6% | Reduced |
| Pflug Koory, LLC | 3,560 | $311.0K | 0.16% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 3,575 | $312.0K | 0.10% | −361−9.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,579 | $313.0K | 0.25% | −50−1.4% | Reduced |
| New Century Advisors, LLC | 3,580 | $313.0K | 0.26% | +790+28.3% | Added |
| Heritage Wealth Advisors | 3,613 | $316.0K | 0.02% | +104+3.0% | Added |
| Carmel Capital Partners, LLC | 3,627 | $317.0K | 0.26% | −8−0.2% | Reduced |
| Sendero Wealth Management, LLC | 3,643 | $318.0K | 0.15% | −1,311−26.5% | Reduced |
| ASB Consultores, LLC | 3,641 | $318.0K | 0.13% | −23−0.6% | Reduced |
| Jones Financial Companies LLLP | 3,642 | $318.0K | 0.00% | +172+5.0% | Added |
| Wellington Shields Capital Management, LLC | 3,657 | $320.0K | 0.04% | −1,475−28.7% | Reduced |
| Hoylecohen, LLC | 3,664 | $320.0K | 0.03% | +464+14.5% | Added |
| MCF Advisors LLC | 3,659 | $320.0K | 0.03% | +3,659 | New |
| RFG Advisory, LLC | 3,677 | $321.0K | 0.02% | +1,529+71.2% | Added |
| EverSource Wealth Advisors, LLC | 3,691 | $322.0K | 0.08% | −15−0.4% | Reduced |
| Vigilare Wealth Management | 3,689 | $322.0K | 0.26% | +829+29.0% | Added |
| Global Retirement Partners, LLC | 3,923 | $322.0K | 0.03% | +3,923 | New |
| Schonfeld Strategic Advisors LLC | 3,700 | $323.0K | 0.00% | −72,149−95.1% | Reduced |
| Alpha Cubed Investments, LLC | 3,690 | $323.0K | 0.02% | −587−13.7% | Reduced |
| Kore Private Wealth LLC | 3,700 | $323.0K | 0.04% | +494+15.4% | Added |
| Beta Wealth Group, Inc. | 3,700 | $323.0K | 0.22% | +3,700 | New |
| Park National Corp | 3,716 | $325.0K | 0.01% | −134−3.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,738 | $327.0K | 0.09% | −475−11.3% | Reduced |
| HYA Advisors, Inc | 3,739 | $327.0K | 0.11% | +13+0.3% | Added |
| Buffington Mohr McNeal | 3,750 | $328.0K | 0.06% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,772 | $329.0K | 0.07% | 00.0% | Unchanged |
| Overbrook Management Corp | 3,764 | $329.0K | 0.07% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 3,768 | $329.0K | 0.05% | +274+7.8% | Added |
| Trustmark National Bank Trust Department | 3,790 | $331.0K | 0.03% | −95−2.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 3,800 | $331.0K | 0.18% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 3,800 | $332.0K | 0.33% | −1,100−22.4% | Reduced |
| City State Bank | 3,825 | $334.0K | 0.20% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 3,831 | $335.0K | 0.26% | +121+3.3% | Added |
| OneAscent Financial Services LLC | 3,853 | $337.0K | 0.24% | +121+3.2% | Added |
| Stevens Capital Management LP | 3,869 | $338.0K | 0.07% | −7,245−65.2% | Reduced |
| Quantinno Capital Management LP | 3,877 | $339.0K | 0.05% | +221+6.0% | Added |
| Coastal Investment Advisors, Inc. | 3,875 | $339.0K | 0.07% | +298+8.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 3,909 | $342.0K | 0.08% | −300−7.1% | Reduced |
| MidWestOne Financial Group, Inc. | 3,916 | $342.0K | 0.07% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 3,914 | $342.0K | 0.28% | +1,754+81.2% | Added |
| ACG Wealth | 3,926 | $343.0K | 0.06% | −681−14.8% | Reduced |
| Sunflower Bank, N.A. | 3,915 | $343.0K | 0.05% | −89−2.2% | Reduced |
| King Wealth | 3,945 | $345.0K | 0.07% | +500+14.5% | Added |
| Tanager Wealth Management LLP | 3,945 | $345.0K | 0.26% | +1,044+36.0% | Added |
| Novare Capital Management LLC | 3,945 | $345.0K | 0.04% | +3,945 | New |
| Altus Wealth Group LLC | 3,958 | $346.0K | 0.28% | +35+0.9% | Added |
| Graypoint LLC | 3,963 | $346.0K | 0.03% | +122+3.2% | Added |
| Davis R M Inc | 3,971 | $347.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9,941 | $347.0K | 0.04% | +8,002+412.7% | Added |
| Frisch Financial Group, Inc. | 4,000 | $350.0K | 0.11% | −1,358−25.3% | Reduced |
| Westover Capital Advisors, LLC | 4,000 | $350.0K | 0.11% | 00.0% | Unchanged |
| Farmers National Bank | 4,007 | $350.2K | 0.12% | −53−1.3% | Reduced |
| Cornerstone Wealth Management, LLC | 4,021 | $351.0K | 0.03% | +151+3.9% | Added |
| Meristem Family Wealth, LLC | 4,030 | $352.0K | 0.04% | −1,885−31.9% | Reduced |
| First Financial Bank - Trust Division | 4,035 | $352.0K | 0.04% | −10.0% | Reduced |
| Lindbrook Capital, LLC | 4,043 | $353.0K | 0.05% | −232−5.4% | Reduced |
| Echo Street Capital Management LLC | 4,045 | $354.0K | 0.00% | −4,168−50.7% | Reduced |
| DSC Advisors, L.P. | 4,048 | $354.0K | 0.28% | +4,048 | New |
| Amplius Wealth Advisors, LLC | 4,065 | $355.0K | 0.05% | +120+3.0% | Added |
| First International Bank & Trust | 4,062 | $355.0K | 0.12% | +165+4.2% | Added |
| Vivaldi Capital Management, LLC | 4,425 | $356.0K | 0.09% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,087 | $357.0K | 0.06% | −1,478−26.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,086 | $357.0K | 0.07% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 4,101 | $358.0K | 0.19% | −27−0.7% | Reduced |
| Main Street Financial Solutions, LLC | 4,129 | $361.0K | 0.05% | −303−6.8% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 4,159 | $363.0K | 0.16% | −468−10.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,150 | $363.0K | 0.01% | −544−11.6% | Reduced |
| First Pacific Advisors, LP | 4,160 | $364.0K | 0.00% | 00.0% | Unchanged |
| Carlson Capital Management | 4,174 | $365.0K | 0.03% | −22−0.5% | Reduced |
| Frontier Wealth Management LLC | 4,352 | $365.0K | 0.00% | +253+6.2% | Added |
| Integrated Investment Consultants, LLC | 4,194 | $367.0K | 0.10% | +67+1.6% | Added |
| First Citizens Financial Corp | 4,208 | $368.0K | 0.28% | 00.0% | Unchanged |
| Centric Wealth Management | 4,215 | $368.0K | 0.12% | +307+7.9% | Added |
| Optimum Investment Advisors | 4,250 | $371.0K | 0.16% | −400−8.6% | Reduced |
| NuWave Investment Management, LLC | 4,253 | $372.0K | 0.50% | +2,186+105.8% | Added |
| West Family Investments, Inc. | 4,289 | $375.0K | 0.11% | −150−3.4% | Reduced |
| Willner & Heller, LLC | 3,826 | $376.0K | 0.46% | +27+0.7% | Added |
| First Foundation Advisors | 4,302 | $376.0K | 0.01% | +856+24.8% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 4,309 | $377.0K | 0.11% | 00.0% | Unchanged |
| CPWM, LLC | 4,319 | $378.0K | 0.03% | +488+12.7% | Added |
| Alliance Wealth Advisors, LLC | 4,335 | $379.0K | 0.31% | 00.0% | Unchanged |
| Eastern Bank | 4,357 | $380.0K | 0.02% | −181−4.0% | Reduced |
| BLB&B Advisors, LLC | 4,375 | $382.0K | 0.03% | −302−6.5% | Reduced |
| Wilkinson Global Asset Management LLC | 4,385 | $383.0K | 0.02% | +685+18.5% | Added |
| Tributary Capital Management, LLC | 4,400 | $385.0K | 0.03% | −1,350−23.5% | Reduced |
| Aj Wealth Strategies, LLC | 4,400 | $385.0K | 0.02% | 00.0% | Unchanged |
| Destination Wealth Management | 4,405 | $385.0K | 0.01% | +358+8.8% | Added |
| Highland Private Wealth Management | 4,414 | $386.0K | 0.05% | −772−14.9% | Reduced |
| AXS Investments LLC | 4,418 | $386.0K | 0.15% | +945+27.2% | Added |
| Drive Wealth Management, LLC | 4,428 | $387.0K | 0.33% | +702+18.8% | Added |
| Financial Advocates Investment Management | 4,434 | $387.0K | 0.03% | +540+13.9% | Added |
| Radnor Capital Management, LLC | 4,440 | $388.0K | 0.10% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,441 | $388.0K | 0.02% | +231+5.5% | Added |
| Natixis Investment Managers International | 4,447 | $388.0K | 0.01% | +4,447 | New |
| Boothbay Fund Management, LLC | 4,449 | $389.0K | 0.01% | +4,449 | New |