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 |
|---|---|---|---|---|---|
| Personal Capital Advisors Corp | 5,951 | $520.0K | 0.00% | −374−5.9% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 5,950 | $520.0K | 0.27% | +1,250+26.6% | Added |
| Trilogy Capital Inc. | 5,966 | $521.0K | 0.04% | −1,398−19.0% | Reduced |
| Curbstone Financial Management Corp | 5,962 | $521.0K | 0.10% | −50−0.8% | Reduced |
| Ulland Investment Advisors, LLC | 5,975 | $522.0K | 0.39% | −2,900−32.7% | Reduced |
| Sippican Capital Advisors | 5,978 | $522.0K | 0.43% | −312−5.0% | Reduced |
| Stonegate Investment Group, LLC | 5,980 | $523.0K | 0.02% | −273−4.4% | Reduced |
| Cantor Fitzgerald, L. P. | 6,000 | $524.0K | 0.04% | +6,000 | New |
| Americana Partners, LLC | 6,033 | $525.0K | 0.16% | +3,485+136.8% | Added |
| Donald L. Hagan, LLC | 6,080 | $531.0K | 0.30% | +239+4.1% | Added |
| DT Investment Partners, LLC | 6,076 | $531.0K | 0.07% | +2,584+74.0% | Added |
| Camden Capital, LLC | 6,120 | $535.0K | 0.12% | +968+18.8% | Added |
| Lokken Investment Group LLC | 6,651 | $536.0K | 0.43% | −556−7.7% | Reduced |
| EP Wealth Advisors, LLC | 6,218 | $543.0K | 0.01% | −833−11.8% | Reduced |
| US Asset Management LLC | 6,231 | $545.0K | 0.50% | 00.0% | Unchanged |
| Concord Wealth Partners | 6,231 | $545.0K | 0.14% | +634+11.3% | Added |
| Chicago Wealth Management, Inc. | 6,243 | $546.0K | 0.37% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 6,268 | $548.0K | 0.28% | +1,351+27.5% | Added |
| Wharton Business Group, LLC | 6,329 | $553.0K | 0.03% | −285−4.3% | Reduced |
| ICA Group Wealth Management, LLC | 6,542 | $555.0K | 0.11% | +6,542 | New |
| Ellevest, Inc. | 6,364 | $556.0K | 0.05% | +849+15.4% | Added |
| NorthRock Partners, LLC | 6,377 | $557.0K | 0.05% | −325−4.8% | Reduced |
| Little House Capital LLC | 6,380 | $558.0K | 0.29% | +1,662+35.2% | Added |
| Personal Cfo Solutions, LLC | 6,417 | $561.0K | 0.11% | +1,017+18.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,467 | $565.0K | 0.03% | +1,978+44.1% | Added |
| American Portfolios Advisors | 6,470 | $565.5K | 0.02% | +24+0.4% | Added |
| Lee Danner & Bass Inc | 6,475 | $566.0K | 0.05% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 6,504 | $568.0K | 0.01% | +30.0% | Added |
| Mastrapasqua Asset Management Inc | 6,500 | $568.0K | 0.06% | +500+8.3% | Added |
| Vise Technologies, Inc. | 6,524 | $570.0K | 0.21% | +6,524 | New |
| Arbor Investment Advisors, LLC | 6,529 | $571.0K | 0.11% | +9+0.1% | Added |
| Lebenthal Global Advisors, LLC | 6,537 | $571.0K | 0.24% | +3,928+150.6% | Added |
| Brown Capital Management LLC | 6,547 | $572.0K | 0.01% | 00.0% | Unchanged |
| Community Bank of Raymore | 6,540 | $572.0K | 0.16% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $574.0K | 0.17% | – | – |
| Parsec Financial Management, Inc. | 6,606 | $577.0K | 0.02% | −1,162−15.0% | Reduced |
| Harbor Advisors LLC | 6,608 | $578.0K | 0.12% | 00.0% | Unchanged |
| Mechanics Financial Corp | 6,646 | $581.0K | 0.30% | +195+3.0% | Added |
| Glen Eagle Advisors, LLC | 6,651 | $581.3K | 0.15% | −1,102−14.2% | Reduced |
| B. Riley Wealth Management, Inc. | 6,665 | $583.0K | 0.04% | +2,558+62.3% | Added |
| Private Portfolio Partners LLC | 6,687 | $584.5K | 0.14% | +888+15.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,702 | $585.0K | 0.05% | +274+4.3% | Added |
| Krane Funds Advisors LLC | 6,713 | $587.0K | 0.02% | +1,017+17.9% | Added |
| Rehmann Capital Advisory Group | 6,718 | $587.2K | 0.06% | −31−0.5% | Reduced |
| Zimmermann Investment Management & Planning LLC | 6,767 | $591.0K | 0.35% | +399+6.3% | Added |
| Mutual Advisors, LLC | 6,772 | $592.0K | 0.03% | +1,403+26.1% | Added |
| Aubrey Capital Management Ltd | 6,613 | $597.0K | 0.34% | +6,613 | New |
| Platte River Wealth Advisors, LLC | 6,880 | $601.0K | 0.22% | −530−7.2% | Reduced |
| J. W. Coons Advisors, LLC | 6,911 | $603.0K | 0.18% | −5,392−43.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 6,929 | $606.0K | 0.16% | 00.0% | Unchanged |
| IFG Advisors, LLC | 6,932 | $606.0K | 0.27% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 6,957 | $608.0K | 0.05% | +2,660+61.9% | Added |
| Hyman Charles D | 6,975 | $610.0K | 0.04% | +4,438+174.9% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7,000 | $611.8K | 0.28% | +7,000 | New |
| HM Payson & Co | 7,037 | $615.0K | 0.01% | −28−0.4% | Reduced |
| Clare Market Investments LLC | 7,077 | $618.5K | 0.20% | +7,077 | New |
| Somerville Kurt F | 7,087 | $619.0K | 0.10% | −8−0.1% | Reduced |
| 44 Wealth Management LLC | 7,105 | $621.0K | 0.22% | −2,489−25.9% | Reduced |
| TriaGen Wealth Management LLC | 7,126 | $623.0K | 0.32% | +33+0.5% | Added |
| Orca Investment Management, LLC | 7,160 | $626.0K | 0.51% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 7,205 | $630.0K | 0.04% | −6,120−45.9% | Reduced |
| West Oak Capital, LLC | 7,225 | $631.0K | 0.28% | −250−3.3% | Reduced |
| Robotti Robert | 7,215 | $631.0K | 0.13% | +215+3.1% | Added |
| Walleye Capital LLC | 7,227 | $632.0K | 0.02% | −16,361−69.4% | Reduced |
| First Horizon Advisors, Inc. | 7,241 | $632.0K | 0.03% | −1,370−15.9% | Reduced |
| Stonnington Group, LLC | 7,550 | $634.0K | 0.15% | −1,650−17.9% | Reduced |
| Hilltop Holdings Inc. | 7,262 | $634.0K | 0.07% | −653−8.3% | Reduced |
| Asset Dedication, LLC | 7,302 | $637.0K | 0.07% | −49−0.7% | Reduced |
| Salzhauer Michael | 14,840 | $638.0K | 0.28% | −6,300−29.8% | Reduced |
| Schechter Investment Advisors, LLC | 7,310 | $639.0K | 0.06% | +2,028+38.4% | Added |
| Resource Consulting Group Inc | 7,356 | $643.0K | 0.22% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 7,376 | $644.0K | 0.07% | +1,596+27.6% | Added |
| Quantamental Technologies LLC | 7,364 | $644.0K | 0.37% | +7,364 | New |
| Quilter Plc | 7,380 | $645.0K | 0.02% | 00.0% | Unchanged |
| Accuvest Global Advisors | 7,378 | $645.0K | 0.32% | +3,349+83.1% | Added |
| Welch & Forbes LLC | 7,389 | $646.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 7,395 | $646.0K | 0.12% | +1,025+16.1% | Added |
| Renaissance Investment Group LLC | 7,890 | $647.0K | 0.19% | −8−0.1% | Reduced |
| Marino, Stram & Associates LLC | 7,408 | $647.0K | 0.20% | +664+9.8% | Added |
| Visionary Wealth Advisors | 7,401 | $647.0K | 0.05% | +880+13.5% | Added |
| Baker Avenue Asset Management, LP | 7,450 | $651.0K | 0.04% | +7,450 | New |
| Virginia National Bank | 7,450 | $651.0K | 0.74% | +7,450 | New |
| Shufro Rose & Co LLC | 7,495 | $655.0K | 0.05% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 7,505 | $656.0K | 0.14% | +7,505 | New |
| Wealthspire Advisors, LLC | 7,523 | $657.0K | 0.01% | −6,513−46.4% | Reduced |
| Busey Wealth Management | 7,517 | $657.0K | 0.03% | −378−4.8% | Reduced |
| Moneta Group Investment Advisors LLC | 7,540 | $659.0K | 0.03% | +1,743+30.1% | Added |
| Voya Financial Advisors, Inc. | 7,309 | $660.0K | 0.08% | +1,055+16.9% | Added |
| Canton Hathaway, LLC | 7,627 | $667.0K | 0.19% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 7,672 | $671.0K | 0.08% | −7,984−51.0% | Reduced |
| Leonteq Securities AG | 7,700 | $673.0K | 0.03% | +4,812+166.6% | Added |
| Aspire Private Capital, LLC | 7,697 | $673.0K | 0.21% | +781+11.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 8,029 | $676.0K | 0.47% | −157−1.9% | Reduced |
| Gofen & Glossberg LLC | 7,775 | $680.0K | 0.02% | +389+5.3% | Added |
| Waldron Private Wealth LLC | 7,783 | $680.0K | 0.03% | +621+8.7% | Added |
| Meridian Investment Counsel Inc. | 7,796 | $681.0K | 0.24% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 7,807 | $682.0K | 0.08% | +257+3.4% | Added |
| GraniteShares Advisors LLC | 7,858 | $686.0K | 0.37% | −1,209−13.3% | Reduced |
| Berkeley Capital Partners, LLC | 7,863 | $687.0K | 0.27% | +4,819+158.3% | Added |
| Pennsylvania Capital Management Inc | 7,890 | $690.0K | 0.29% | 00.0% | Unchanged |