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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 4,472 | $391.0K | 0.14% | +140+3.2% | Added |
| Fullerton Fund Management Co Ltd. | 4,485 | $392.0K | 0.02% | −778,095−99.4% | Reduced |
| Perritt Capital Management Inc | 4,500 | $393.0K | 0.21% | −260−5.5% | Reduced |
| CX Institutional | 4,508 | $394.0K | 0.03% | +240+5.6% | Added |
| Financial Management Professionals, Inc. | 4,512 | $394.0K | 0.09% | +663+17.2% | Added |
| Valmark Advisers, Inc. | 4,524 | $395.0K | 0.01% | +4,524 | New |
| Marcum Wealth, LLC | 4,547 | $397.0K | 0.05% | +459+11.2% | Added |
| Motco | 4,569 | $399.0K | 0.03% | −96,232−95.5% | Reduced |
| Bahl & Gaynor Inc | 4,587 | $401.0K | 0.00% | +127+2.8% | Added |
| Fort Pitt Capital Group, LLC | 4,621 | $404.0K | 0.02% | −19−0.4% | Reduced |
| Ameritas Advisory Services, LLC | 4,635 | $405.0K | 0.01% | +909+24.4% | Added |
| KLCM Advisors, Inc. | 4,647 | $406.0K | 0.09% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 4,647 | $406.0K | 0.10% | +115+2.5% | Added |
| Pinnacle Bancorp, Inc. | 4,660 | $407.0K | 0.14% | +1,303+38.8% | Added |
| Legacy Financial Advisors, Inc. | 4,666 | $408.0K | 0.09% | +104+2.3% | Added |
| Grandfield & Dodd, LLC | 4,668 | $410.0K | 0.03% | +719+18.2% | Added |
| Wealth Alliance | 4,704 | $411.0K | 0.08% | −1,133−19.4% | Reduced |
| Executive Wealth Group LLC | 4,708 | $411.5K | 0.27% | +31+0.7% | Added |
| LVZ Advisors, Inc. | 4,732 | $414.0K | 0.06% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,752 | $415.0K | 0.03% | +305+6.9% | Added |
| Exencial Wealth Advisors, LLC | 4,775 | $417.0K | 0.02% | −726−13.2% | Reduced |
| Chelsea Counsel Co | 4,776 | $417.0K | 0.18% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 4,794 | $419.0K | 0.28% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 4,804 | $420.0K | 0.02% | +385+8.7% | Added |
| L2 Asset Management, LLC | 4,840 | $423.0K | 0.26% | +2,150+79.9% | Added |
| Rothschild Investment Corp | 4,851 | $424.0K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,704 | $425.0K | 0.08% | +207+4.6% | Added |
| Anchor Investment Management, LLC | 4,880 | $426.5K | 0.05% | −150−3.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,883 | $427.0K | 0.01% | +345+7.6% | Added |
| Independent Solutions Wealth Management, LLC | 4,889 | $427.3K | 0.11% | −149−3.0% | Reduced |
| Hudock, Inc. | 4,914 | $429.0K | 0.12% | +599+13.9% | Added |
| Laidlaw Wealth Management LLC | 4,914 | $429.0K | 0.07% | +668+15.7% | Added |
| V Wealth Advisors LLC | 4,935 | $431.0K | 0.07% | −359−6.8% | Reduced |
| Eads & Heald Wealth Management | 4,961 | $434.0K | 0.20% | +715+16.8% | Added |
| Ledyard National Bank | 4,977 | $435.0K | 0.04% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 4,977 | $435.0K | 0.22% | +4,977 | New |
| Geller Advisors LLC | 4,984 | $436.0K | 0.08% | +166+3.4% | Added |
| Peoples Bank | 5,000 | $437.0K | 0.22% | −75−1.5% | Reduced |
| X-Square Capital, LLC | 4,999 | $437.0K | 0.23% | +6+0.1% | Added |
| Davidson Investment Advisors | 5,009 | $438.0K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5,018 | $439.0K | 0.09% | +350+7.5% | Added |
| Wedmont Private Capital | 5,059 | $442.0K | 0.10% | −994−16.4% | Reduced |
| Crawford Investment Counsel Inc | 5,055 | $442.0K | 0.01% | +27+0.5% | Added |
| Centiva Capital, LP | 5,063 | $443.0K | 0.03% | −14,462−74.1% | Reduced |
| Michael B. Yongue | 5,103 | $446.0K | 0.32% | −440−7.9% | Reduced |
| Skba Capital Management LLC | 5,100 | $446.0K | 0.08% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 5,102 | $446.0K | 0.03% | +5,102 | New |
| Ibex Wealth Advisors | 5,112 | $447.0K | 0.09% | −23,588−82.2% | Reduced |
| Ausdal Financial Partners, Inc. | 5,115 | $447.0K | 0.06% | −600−10.5% | Reduced |
| Private Capital Group, LLC | 5,113 | $447.0K | 0.10% | +518+11.3% | Added |
| Jump Financial, LLC | 5,112 | $447.0K | 0.02% | +5,112 | New |
| North Star Investment Management Corp. | 5,171 | $452.0K | 0.04% | −59−1.1% | Reduced |
| Jackson Square Capital, LLC | 5,167 | $452.0K | 0.14% | +112+2.2% | Added |
| Hamilton Capital, LLC | 5,174 | $452.0K | 0.03% | +530+11.4% | Added |
| Moloney Securities Asset Management, LLC | 5,240 | $458.0K | 0.09% | +2,834+117.8% | Added |
| Tower Bridge Advisors | 5,242 | $458.2K | 0.03% | +900+20.7% | Added |
| Clear Harbor Asset Management, LLC | 5,256 | $459.0K | 0.05% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 5,255 | $459.0K | 0.03% | +173+3.4% | Added |
| Perpetual Investment Management Ltd | 5,300 | $463.0K | 0.06% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,301 | $463.0K | 0.06% | +2,261+74.4% | Added |
| Change Path, LLC | 5,325 | $465.0K | 0.02% | +3,227+153.8% | Added |
| Deseret Mutual Benefit Administrators | 5,349 | $468.0K | 0.09% | −1,241−18.8% | Reduced |
| Summit Financial, LLC | 5,356 | $468.1K | 0.04% | +91+1.7% | Added |
| Parkside Financial Bank & Trust | 5,371 | $469.0K | 0.13% | +76+1.4% | Added |
| Fukoku Mutual Life Insurance Co | 5,380 | $470.0K | 0.04% | 00.0% | Unchanged |
| Parametrica Management Ltd | 5,370 | $470.0K | 0.35% | +5,370 | New |
| Rossmore Private Capital | 5,393 | $471.0K | 0.07% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 5,437 | $475.0K | 0.14% | +5,055+1,323.3% | Added |
| Kistler-Tiffany Companies, LLC | 5,508 | $481.0K | 0.09% | +772+16.3% | Added |
| Bell Bank | 5,524 | $483.0K | 0.05% | −94−1.7% | Reduced |
| Insight 2811, Inc. | 5,547 | $485.0K | 0.29% | −74−1.3% | Reduced |
| LS Investment Advisors, LLC | 5,550 | $485.0K | 0.08% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 5,553 | $486.0K | 0.04% | −5−0.1% | Reduced |
| Financial Advisors, LLC | 5,590 | $489.0K | 0.15% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 5,589 | $489.0K | 0.06% | +1,082+24.0% | Added |
| Laurel Wealth Advisors, Inc. | 5,616 | $491.0K | 0.04% | −435−7.2% | Reduced |
| Evoke Wealth, LLC | 5,623 | $491.0K | 0.02% | +117+2.1% | Added |
| Cape Cod Five Cents Savings Bank | 5,635 | $492.0K | 0.05% | −17−0.3% | Reduced |
| Bank of Nova Scotia Trust Co | 5,686 | $497.0K | 0.04% | +12+0.2% | Added |
| Bank of Hawaii | 5,697 | $498.0K | 0.03% | −725−11.3% | Reduced |
| Bartlett & Co. LLC | 5,698 | $498.0K | 0.01% | +373+7.0% | Added |
| Bartlett & Co. Wealth Management LLC | 5,698 | $498.0K | 0.01% | +373+7.0% | Added |
| Curi Capital | 5,720 | $499.0K | 0.09% | +1,492+35.3% | Added |
| Nicholas Hoffman & Company, LLC. | 5,720 | $500.0K | 0.02% | +233+4.2% | Added |
| Jackson Creek Investment Advisors LLC | 5,736 | $501.0K | 0.18% | −210−3.5% | Reduced |
| Miracle Mile Advisors, LLC | 5,732 | $501.0K | 0.02% | +1,091+23.5% | Added |
| Adirondack Trust Co | 5,772 | $504.0K | 0.24% | +1,492+34.9% | Added |
| Interchange Capital Partners, LLC | 5,788 | $505.0K | 0.52% | +1,305+29.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,804 | $507.0K | 0.03% | −313−5.1% | Reduced |
| Thomas White International Ltd | 5,820 | $509.0K | 0.09% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 5,827 | $509.0K | 0.04% | +1,773+43.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,843 | $511.0K | 0.09% | −724−11.0% | Reduced |
| Great Valley Advisor Group, Inc. | 5,499 | $512.0K | 0.03% | +19+0.3% | Added |
| Berkshire Bank | 5,865 | $513.0K | 0.12% | +1,214+26.1% | Added |
| BSW Wealth Partners | 5,883 | $514.0K | 0.13% | +465+8.6% | Added |
| Stock Yards Bank & Trust Co | 5,890 | $515.0K | 0.03% | +100+1.7% | Added |
| Morris Retirement Advisors, LLC | 5,904 | $516.0K | 0.39% | +308+5.5% | Added |
| M&R Capital Management Inc | 5,908 | $517.0K | 0.11% | +1,075+22.2% | Added |
| Pacitti Group Inc. | 5,930 | $518.0K | 0.34% | +321+5.7% | Added |
| HBK Sorce Advisory LLC | 5,942 | $519.0K | 0.03% | −410−6.5% | Reduced |