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 |
|---|---|---|---|---|---|
| GFG Capital, LLC | 11,258 | $984.0K | 0.29% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 11,341 | $991.0K | 0.06% | −1,405−11.0% | Reduced |
| Cape Ann Savings Bank | 11,338 | $991.0K | 0.65% | −72−0.6% | Reduced |
| Quadrant Capital Group LLC | 11,349 | $992.0K | 0.12% | −172−1.5% | Reduced |
| Ar Asset Management Inc | 11,400 | $996.0K | 0.25% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 11,455 | $1.00M | 0.32% | +7,073+161.4% | Added |
| Vanguard Capital Wealth Advisors | 11,475 | $1.00M | 0.72% | +302+2.7% | Added |
| Gries Financial LLC | 11,472 | $1.00M | 0.37% | +3,575+45.3% | Added |
| Whittier Trust Co | 11,490 | $1.00M | 0.02% | +260+2.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,682 | $1.02M | 0.09% | +8,737+296.7% | Added |
| Salem Investment Counselors Inc | 11,721 | $1.02M | 0.04% | −242−2.0% | Reduced |
| Valeo Financial Advisors, LLC | 11,723 | $1.02M | 0.05% | +3,595+44.2% | Added |
| Childress Capital Advisors, LLC | 11,760 | $1.03M | 0.36% | +1,161+11.0% | Added |
| Trust Co of Toledo NA | 11,762 | $1.03M | 0.16% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 11,770 | $1.03M | 0.20% | −451−3.7% | Reduced |
| Ironwood Investment Counsel, LLC | 11,814 | $1.03M | 0.25% | +780+7.1% | Added |
| Intersect Capital LLC | 11,824 | $1.03M | 0.20% | −603−4.9% | Reduced |
| AMG National Trust Bank | 11,871 | $1.04M | 0.03% | −818−6.4% | Reduced |
| Pendal Group Limited | 11,910 | $1.04M | 0.01% | +4,212+54.7% | Added |
| Triangle Securities Wealth Management | 11,925 | $1.04M | 0.35% | −1,040−8.0% | Reduced |
| McMillion Capital Management Inc | 11,951 | $1.04M | 0.65% | −1,395−10.5% | Reduced |
| Capital Management Associates | 12,000 | $1.05M | 1.13% | −3,000−20.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 12,002 | $1.05M | 0.26% | +12,002 | New |
| Windsor Group LTD | 12,517 | $1.05M | 0.19% | −24−0.2% | Reduced |
| Horizon Investments, LLC | 12,182 | $1.06M | 0.03% | +831+7.3% | Added |
| Harbor Investment Advisory, LLC | 12,146 | $1.06M | 0.14% | +3,795+45.4% | Added |
| Silvercrest Asset Management Group LLC | 12,201 | $1.07M | 0.01% | +223+1.9% | Added |
| IFP Advisors, Inc | 19,858 | $1.07M | 0.01% | +14,790+291.8% | Added |
| Legacy Wealth Asset Management, LLC | 12,304 | $1.07M | 0.38% | −86−0.7% | Reduced |
| Gotham Asset Management, LLC | 12,395 | $1.08M | 0.03% | −2,960−19.3% | Reduced |
| Viewpoint Capital Management LLC | 12,449 | $1.09M | 0.84% | +50+0.4% | Added |
| Long Run Wealth Advisors, LLC | 12,449 | $1.09M | 0.38% | +1,259+11.3% | Added |
| Delta Asset Management LLC | 12,516 | $1.09M | 0.11% | 00.0% | Unchanged |
| Maven Securities LTD | 12,520 | $1.09M | 0.23% | +5,004+66.6% | Added |
| Principle Wealth Partners LLC | 12,588 | $1.10M | 0.12% | +30.0% | Added |
| SRN Advisors, LLC | 12,597 | $1.10M | 0.49% | +186+1.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.10M | 0.36% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 11,136 | $1.10M | 0.01% | +1,826+19.6% | Added |
| Freedman Financial Associates, Inc. | 12,714 | $1.11M | 0.76% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 12,705 | $1.11M | 1.48% | +8,794+224.9% | Added |
| Ballentine Partners, LLC | 12,718 | $1.11M | 0.03% | −290−2.2% | Reduced |
| Strategic Investment Advisors | 12,769 | $1.12M | 0.21% | +1,046+8.9% | Added |
| Berkshire Asset Management LLC | 12,816 | $1.12M | 0.07% | +58+0.5% | Added |
| Washburn Capital Management, Inc. | 12,815 | $1.12M | 0.73% | +1,950+17.9% | Added |
| Dorsey & Whitney Trust CO LLC | 12,814 | $1.12M | 0.10% | −205−1.6% | Reduced |
| Fulton Bank, N.A. | 12,830 | $1.12M | 0.05% | +45+0.4% | Added |
| Columbia Trust Co 01012016 | 13,239 | $1.12M | 0.53% | +2,684+25.4% | Added |
| Van Leeuwen & Company, LLC | 12,885 | $1.13M | 0.83% | −13,984−52.0% | Reduced |
| First National Trust Co | 12,922 | $1.13M | 0.06% | +20+0.2% | Added |
| Wealthcare Advisory Partners LLC | 12,918 | $1.13M | 0.07% | +404+3.2% | Added |
| TLWM | 12,890 | $1.13M | 0.39% | +669+5.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 13,017 | $1.14M | 0.01% | −39,598−75.3% | Reduced |
| Howland Capital Management LLC | 13,058 | $1.14M | 0.06% | +29+0.2% | Added |
| Freestone Capital Holdings, LLC | 13,074 | $1.14M | 0.05% | +2,266+21.0% | Added |
| Wealth Effects LLC | 13,127 | $1.15M | 0.54% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13,230 | $1.16M | 0.07% | −569−4.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,235 | $1.16M | 0.13% | −661−4.8% | Reduced |
| Boston Partners | 13,297 | $1.16M | 0.00% | −1,261−8.7% | Reduced |
| Golden Green, Inc. | 13,321 | $1.16M | 0.96% | +10,203+327.2% | Added |
| Lake Street Advisors Group, LLC | 13,344 | $1.17M | 0.07% | +1,287+10.7% | Added |
| Investors Research Corp | 13,416 | $1.17M | 0.33% | 00.0% | Unchanged |
| FourThought Financial, LLC | 13,457 | $1.18M | 0.15% | −263−1.9% | Reduced |
| Abbrea Capital, LLC | 13,450 | $1.18M | 0.16% | −25−0.2% | Reduced |
| Fractal Investments LLC | 13,464 | $1.18M | 0.35% | −7,623−36.2% | Reduced |
| Icon Advisers Inc | 13,500 | $1.18M | 0.20% | −100−0.7% | Reduced |
| Systematic Financial Management LP | 13,500 | $1.18M | 0.04% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 13,517 | $1.18M | 1.10% | −931−6.4% | Reduced |
| Parsons Capital Management Inc | 13,546 | $1.18M | 0.09% | −871−6.0% | Reduced |
| Excalibur Management Corp | 13,542 | $1.18M | 0.51% | −81−0.6% | Reduced |
| SeaCrest Wealth Management, LLC | 13,562 | $1.19M | 0.14% | +337+2.5% | Added |
| Cetera Advisors LLC | 13,670 | $1.20M | 0.02% | +1,717+14.4% | Added |
| Compton Wealth Advisory Group, LLC | 13,745 | $1.20M | 0.46% | +990+7.8% | Added |
| Kesler, Norman & Wride, LLC | 13,758 | $1.20M | 0.27% | −173−1.2% | Reduced |
| ARGI Investment Services, LLC | 13,758 | $1.20M | 0.04% | +754+5.8% | Added |
| Lavaca Capital LLC | 13,762 | $1.20M | 0.52% | +710+5.4% | Added |
| Mather Group, LLC. | 13,778 | $1.20M | 0.02% | +1,411+11.4% | Added |
| Granger Management LLC | 13,887 | $1.21M | 0.32% | +13,887 | New |
| S&CO Inc | 13,915 | $1.22M | 0.09% | 00.0% | Unchanged |
| JB Capital LLC | 13,905 | $1.22M | 0.12% | +1,031+8.0% | Added |
| Atlas Private Wealth Management | 13,947 | $1.22M | 0.71% | +180+1.3% | Added |
| Diversified Trust Co | 14,009 | $1.22M | 0.04% | +2,321+19.9% | Added |
| Unigestion Holding SA | 13,574 | $1.23M | 0.05% | +23+0.2% | Added |
| Apollon Wealth Management, LLC | 14,145 | $1.24M | 0.09% | +3,248+29.8% | Added |
| 1st Source Bank | 14,194 | $1.24M | 0.08% | +580+4.3% | Added |
| Trust Asset Management LLC | 14,271 | $1.25M | 0.15% | +64+0.5% | Added |
| Citizens Financial Group Inc | 14,304 | $1.25M | 0.04% | +561+4.1% | Added |
| Somerset Trust Co | 14,321 | $1.25M | 0.48% | +90+0.6% | Added |
| Parkside Investments, LLC | 14,400 | $1.26M | 0.25% | +2,400+20.0% | Added |
| Ashton Thomas Private Wealth, LLC | 14,430 | $1.26M | 0.11% | +2,641+22.4% | Added |
| Csenge Advisory Group | 14,470 | $1.26M | 0.10% | +87+0.6% | Added |
| Wedbush Securities Inc | 14,491 | $1.27M | 0.06% | −391−2.6% | Reduced |
| Checchi Capital Advisers, LLC | 14,509 | $1.27M | 0.13% | +232+1.6% | Added |
| InterOcean Capital Group, LLC | 14,687 | $1.28M | 0.06% | −698−4.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.28M | 0.51% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 14,737 | $1.29M | 0.09% | +4,316+41.4% | Added |
| Marvin & Palmer Associates Inc | 14,777 | $1.29M | 0.58% | −105,746−87.7% | Reduced |
| Northwest & Ethical Investments L.P. | 14,784 | $1.29M | 0.04% | +879+6.3% | Added |
| SevenBridge Financial Group, LLC | 14,803 | $1.29M | 0.45% | −1,017−6.4% | Reduced |
| Zullo Investment Group, Inc. | 14,897 | $1.30M | 0.68% | +23+0.2% | Added |
| Tokio Marine Asset Management Co Ltd | 14,929 | $1.30M | 0.10% | +1,562+11.7% | Added |