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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 7,904 | $691.0K | 0.02% | −75−0.9% | Reduced |
| TRUE Private Wealth Advisors | 7,937 | $692.0K | 0.10% | +24+0.3% | Added |
| Oak Thistle LLC | 7,939 | $694.0K | 0.37% | +7,939 | New |
| Barings LLC | 8,031 | $702.0K | 0.02% | +554+7.4% | Added |
| Prio Wealth Limited Partnership | 8,051 | $704.0K | 0.02% | +411+5.4% | Added |
| Cim Investment Mangement Inc | 8,079 | $706.0K | 0.24% | +419+5.5% | Added |
| QVR LLC | 8,083 | $706.0K | 2.82% | +8,083 | New |
| Strategic Blueprint, LLC | 8,086 | $707.0K | 0.08% | −214−2.6% | Reduced |
| Sage Rhino Capital LLC | 8,137 | $711.0K | 0.22% | −2,256−21.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 8,138 | $711.0K | 0.45% | −478−5.5% | Reduced |
| Fort Point Capital Partners LLC | 8,196 | $716.0K | 0.11% | −16−0.2% | Reduced |
| E&G Advisors, LP | 8,200 | $717.0K | 0.20% | −300−3.5% | Reduced |
| Independent Investors Inc | 8,216 | $718.0K | 0.16% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 8,240 | $720.0K | 0.09% | +91+1.1% | Added |
| Bull Street Advisors, LLC | 8,379 | $732.0K | 0.36% | 00.0% | Unchanged |
| Empowered Funds, LLC | 8,421 | $736.0K | 0.08% | +8,421 | New |
| Benchmark Investment Advisors LLC | 8,433 | $737.0K | 0.55% | +2,451+41.0% | Added |
| Corsair Capital Management, L.P. | 8,448 | $738.0K | 0.18% | −643−7.1% | Reduced |
| Bridgefront Capital, LLC | 8,470 | $740.0K | 0.91% | +4,893+136.8% | Added |
| New Vernon Investment Management LLC | 8,550 | $747.0K | 1.04% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 8,541 | $747.0K | 0.27% | +6,123+253.2% | Added |
| Shulman DeMeo Asset Management LLC | 8,560 | $748.0K | 0.21% | +47+0.6% | Added |
| Legacy Bridge, LLC | 8,594 | $751.0K | 0.44% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 8,665 | $757.4K | 0.03% | −154−1.7% | Reduced |
| Proficio Capital Partners LLC | 8,735 | $763.0K | 0.11% | +567+6.9% | Added |
| RMR Wealth Builders | 8,755 | $765.0K | 0.16% | +2,188+33.3% | Added |
| Magnus Financial Group LLC | 8,796 | $769.0K | 0.13% | −197−2.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $771.0K | 0.09% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 8,891 | $777.0K | 0.02% | −24−0.3% | Reduced |
| Outlook Wealth Advisors, LLC | 8,981 | $785.0K | 0.26% | −62−0.7% | Reduced |
| Eudaimonia Partners, LLC | 8,983 | $785.0K | 0.13% | +8,983 | New |
| Warther Private Wealth, LLC | 9,040 | $786.0K | 0.51% | +1,399+18.3% | Added |
| Bard Financial Services, Inc. | 8,995 | $786.0K | 0.06% | +1,675+22.9% | Added |
| Steel Peak Wealth Management LLC | 9,028 | $789.0K | 0.05% | +2,049+29.4% | Added |
| Cambridge Trust Co | 9,042 | $790.0K | 0.03% | +1,326+17.2% | Added |
| Fort Washington Investment Advisors Inc | 9,169 | $801.0K | 0.01% | 00.0% | Unchanged |
| W Advisors, LLC | 9,183 | $803.0K | 0.61% | +14+0.2% | Added |
| Two Sigma Advisers, LP | 9,200 | $804.0K | 0.00% | +9,200 | New |
| Smithfield Trust Co | 9,196 | $805.0K | 0.05% | +19+0.2% | Added |
| Henshaw Capital LLC | 9,224 | $806.2K | 0.05% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 9,239 | $807.0K | 0.00% | −3,200−25.7% | Reduced |
| Qtron Investments LLC | 9,228 | $807.0K | 0.18% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 9,000 | $812.0K | 0.02% | −500−5.3% | Reduced |
| Johnson Financial Group, Inc. | 9,332 | $815.0K | 0.06% | +618+7.1% | Added |
| Trust Co of Vermont | 9,360 | $818.0K | 0.06% | −228−2.4% | Reduced |
| Caerus Investment Advisors, LLC | 10,079 | $818.0K | 0.99% | +10,079 | New |
| AIA Group Ltd | 9,423 | $824.0K | 0.04% | +3,171+50.7% | Added |
| Parcion Private Wealth LLC | 9,402 | $827.0K | 0.08% | −63−0.7% | Reduced |
| Washington Trust Co | 9,483 | $829.0K | 0.03% | −335−3.4% | Reduced |
| Asset Management Corp | 9,517 | $832.0K | 0.51% | +2,629+38.2% | Added |
| Private Trust Co NA | 9,584 | $838.0K | 0.13% | +1,283+15.5% | Added |
| Relyea Zuckerberg Hanson LLC | 10,029 | $844.0K | 0.28% | −403−3.9% | Reduced |
| NewEdge Wealth, LLC | 9,678 | $846.0K | 0.04% | +5,406+126.5% | Added |
| Gsa Capital Partners LLP | 9,707 | $848.0K | 0.11% | +9,707 | New |
| Circle Wealth Management, LLC | 9,741 | $851.0K | 0.11% | +1,913+24.4% | Added |
| Venturi Wealth Management, LLC | 9,741 | $852.0K | 0.07% | +505+5.5% | Added |
| Waterfront Wealth Inc. | 10,169 | $856.0K | 0.30% | +3,339+48.9% | Added |
| Gryphon Financial Partners LLC | 9,815 | $858.0K | 0.18% | −389−3.8% | Reduced |
| Equitable Holdings, Inc. | 9,885 | $864.0K | 0.01% | +705+7.7% | Added |
| Colony Group LLC | 9,895 | $865.0K | 0.01% | +1,915+24.0% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $874.0K | 0.02% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 10,000 | $874.0K | 0.18% | 00.0% | Unchanged |
| P.A.W. Capital Corp | 10,000 | $874.0K | 0.91% | +1,500+17.6% | Added |
| Zeke Capital Advisors, LLC | 10,072 | $880.0K | 0.04% | +10,072 | New |
| Precision Wealth Strategies, LLC | 10,083 | $881.0K | 0.52% | +1,477+17.2% | Added |
| Maltin Wealth Management, Inc. | 10,105 | $883.0K | 0.58% | +531+5.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,154 | $887.0K | 0.30% | +168+1.7% | Added |
| Allworth Financial LP | 10,188 | $890.0K | 0.01% | +5,402+112.9% | Added |
| Norris Financial Group, LLC | 10,214 | $892.7K | 0.54% | −1,230−10.7% | Reduced |
| Hills Bank & Trust Co | 10,243 | $895.0K | 0.13% | −846−7.6% | Reduced |
| Lake Street Financial LLC | 10,261 | $897.0K | 0.16% | +37+0.4% | Added |
| TD Ameritrade Investment Management, LLC | 10,264 | $897.0K | 0.01% | +1,131+12.4% | Added |
| Fortem Financial Group, LLC | 10,278 | $898.0K | 0.39% | +3,012+41.5% | Added |
| Odey Holdings Ltd | 10,343 | $904.0K | 6.44% | −3,600−25.8% | Reduced |
| CoreCap Advisors, LLC | 10,341 | $904.0K | 0.06% | +3,557+52.4% | Added |
| Retirement Planning Co of New England, Inc. | 10,383 | $907.0K | 0.51% | +6+0.1% | Added |
| Occudo Quantitative Strategies LP | 10,402 | $909.0K | 0.08% | +10,402 | New |
| OPSEU Pension Plan Trust Fund | 10,369 | $910.0K | 0.22% | +490+5.0% | Added |
| Pallas Capital Advisors LLC | 10,778 | $914.0K | 0.12% | −734−6.4% | Reduced |
| AGF Investments LLC | 10,455 | $914.0K | 0.08% | +10,455 | New |
| Seeyond | 10,483 | $916.0K | 0.09% | +1,174+12.6% | Added |
| J.W. Cole Advisors, Inc. | 10,515 | $919.0K | 0.06% | +3,676+53.8% | Added |
| StoneX Group Inc. | 10,526 | $919.9K | 0.07% | +1,243+13.4% | Added |
| Brighton Jones LLC | 10,530 | $920.0K | 0.04% | +1,068+11.3% | Added |
| Financial Counselors Inc | 10,576 | $924.0K | 0.02% | −2,668−20.1% | Reduced |
| Wintrust Investments LLC | 10,569 | $924.0K | 0.09% | +1,723+19.5% | Added |
| Community Bank, N.A. | 10,631 | $929.0K | 0.11% | +2,234+26.6% | Added |
| Sowell Financial Services LLC | 11,022 | $933.0K | 0.16% | −18,922−63.2% | Reduced |
| Lansing Street Advisors | 11,113 | $934.0K | 0.59% | +11,113 | New |
| Resources Investment Advisors, LLC. | 10,699 | $935.0K | 0.04% | +651+6.5% | Added |
| Capitolis Advisors LLC | 10,753 | $940.0K | 0.05% | −696,097−98.5% | Reduced |
| Calamos Wealth Management LLC | 10,782 | $942.0K | 0.07% | −2,757−20.4% | Reduced |
| Roberts Capital Advisors, LLC | 10,785 | $943.0K | 0.97% | 00.0% | Unchanged |
| Muhlenkamp & Co Inc | 10,805 | $944.0K | 0.33% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 10,828 | $946.0K | 0.42% | −153−1.4% | Reduced |
| Bank Hapoalim BM | 10,916 | $954.0K | 0.10% | −2,927−21.1% | Reduced |
| Brookstone Capital Management | 11,355 | $954.0K | 0.02% | +1,421+14.3% | Added |
| Pekin Hardy Strauss, Inc. | 10,970 | $959.0K | 0.13% | +1,500+15.8% | Added |
| NCM Capital Management, LLC | 11,195 | $978.0K | 0.62% | +84+0.8% | Added |
| Bowling Portfolio Management LLC | 11,259 | $984.0K | 0.21% | −18,088−61.6% | Reduced |