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 |
|---|---|---|---|---|---|
| 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 |
| Hills Bank & Trust Co | 10,243 | $895.0K | 0.13% | −846−7.6% | Reduced |
| Norris Financial Group, LLC | 10,214 | $892.7K | 0.54% | −1,230−10.7% | Reduced |
| Allworth Financial LP | 10,188 | $890.0K | 0.01% | +5,402+112.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,154 | $887.0K | 0.30% | +168+1.7% | Added |
| Maltin Wealth Management, Inc. | 10,105 | $883.0K | 0.58% | +531+5.5% | Added |
| Precision Wealth Strategies, LLC | 10,083 | $881.0K | 0.52% | +1,477+17.2% | Added |
| Zeke Capital Advisors, LLC | 10,072 | $880.0K | 0.04% | +10,072 | New |
| 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 |
| Colony Group LLC | 9,895 | $865.0K | 0.01% | +1,915+24.0% | Added |
| Equitable Holdings, Inc. | 9,885 | $864.0K | 0.01% | +705+7.7% | Added |
| Gryphon Financial Partners LLC | 9,815 | $858.0K | 0.18% | −389−3.8% | Reduced |
| Waterfront Wealth Inc. | 10,169 | $856.0K | 0.30% | +3,339+48.9% | Added |
| Venturi Wealth Management, LLC | 9,741 | $852.0K | 0.07% | +505+5.5% | Added |
| Circle Wealth Management, LLC | 9,741 | $851.0K | 0.11% | +1,913+24.4% | Added |
| Gsa Capital Partners LLP | 9,707 | $848.0K | 0.11% | +9,707 | New |
| NewEdge Wealth, LLC | 9,678 | $846.0K | 0.04% | +5,406+126.5% | Added |
| Relyea Zuckerberg Hanson LLC | 10,029 | $844.0K | 0.28% | −403−3.9% | Reduced |
| Private Trust Co NA | 9,584 | $838.0K | 0.13% | +1,283+15.5% | Added |
| Asset Management Corp | 9,517 | $832.0K | 0.51% | +2,629+38.2% | Added |
| Washington Trust Co | 9,483 | $829.0K | 0.03% | −335−3.4% | Reduced |
| Parcion Private Wealth LLC | 9,402 | $827.0K | 0.08% | −63−0.7% | Reduced |
| AIA Group Ltd | 9,423 | $824.0K | 0.04% | +3,171+50.7% | 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 |
| Johnson Financial Group, Inc. | 9,332 | $815.0K | 0.06% | +618+7.1% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 9,000 | $812.0K | 0.02% | −500−5.3% | Reduced |
| 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 |
| Henshaw Capital LLC | 9,224 | $806.2K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 9,196 | $805.0K | 0.05% | +19+0.2% | Added |
| Two Sigma Advisers, LP | 9,200 | $804.0K | 0.00% | +9,200 | New |
| W Advisors, LLC | 9,183 | $803.0K | 0.61% | +14+0.2% | Added |
| Fort Washington Investment Advisors Inc | 9,169 | $801.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 9,042 | $790.0K | 0.03% | +1,326+17.2% | Added |
| Steel Peak Wealth Management LLC | 9,028 | $789.0K | 0.05% | +2,049+29.4% | Added |
| 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 |
| 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 |
| Advisors Capital Management, LLC | 8,891 | $777.0K | 0.02% | −24−0.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $771.0K | 0.09% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 8,796 | $769.0K | 0.13% | −197−2.2% | Reduced |
| RMR Wealth Builders | 8,755 | $765.0K | 0.16% | +2,188+33.3% | Added |
| Proficio Capital Partners LLC | 8,735 | $763.0K | 0.11% | +567+6.9% | Added |
| Kingsview Wealth Management, LLC | 8,665 | $757.4K | 0.03% | −154−1.7% | Reduced |
| Legacy Bridge, LLC | 8,594 | $751.0K | 0.44% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 8,560 | $748.0K | 0.21% | +47+0.6% | 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 |
| Bridgefront Capital, LLC | 8,470 | $740.0K | 0.91% | +4,893+136.8% | Added |
| Corsair Capital Management, L.P. | 8,448 | $738.0K | 0.18% | −643−7.1% | Reduced |
| Benchmark Investment Advisors LLC | 8,433 | $737.0K | 0.55% | +2,451+41.0% | Added |
| Empowered Funds, LLC | 8,421 | $736.0K | 0.08% | +8,421 | New |
| Bull Street Advisors, LLC | 8,379 | $732.0K | 0.36% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 8,240 | $720.0K | 0.09% | +91+1.1% | Added |
| Independent Investors Inc | 8,216 | $718.0K | 0.16% | 00.0% | Unchanged |
| E&G Advisors, LP | 8,200 | $717.0K | 0.20% | −300−3.5% | Reduced |
| Fort Point Capital Partners LLC | 8,196 | $716.0K | 0.11% | −16−0.2% | 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 |
| Strategic Blueprint, LLC | 8,086 | $707.0K | 0.08% | −214−2.6% | Reduced |
| 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 |
| Prio Wealth Limited Partnership | 8,051 | $704.0K | 0.02% | +411+5.4% | Added |
| Barings LLC | 8,031 | $702.0K | 0.02% | +554+7.4% | Added |
| Oak Thistle LLC | 7,939 | $694.0K | 0.37% | +7,939 | New |
| TRUE Private Wealth Advisors | 7,937 | $692.0K | 0.10% | +24+0.3% | Added |
| Orion Portfolio Solutions, LLC | 7,904 | $691.0K | 0.02% | −75−0.9% | Reduced |
| Pennsylvania Capital Management Inc | 7,890 | $690.0K | 0.29% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 7,863 | $687.0K | 0.27% | +4,819+158.3% | Added |
| GraniteShares Advisors LLC | 7,858 | $686.0K | 0.37% | −1,209−13.3% | Reduced |
| Verdence Capital Advisors LLC | 7,807 | $682.0K | 0.08% | +257+3.4% | Added |
| Meridian Investment Counsel Inc. | 7,796 | $681.0K | 0.24% | 00.0% | Unchanged |
| 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 |
| Comprehensive Financial Consultants Institutional, Inc. | 8,029 | $676.0K | 0.47% | −157−1.9% | Reduced |
| Aspire Private Capital, LLC | 7,697 | $673.0K | 0.21% | +781+11.3% | Added |
| Leonteq Securities AG | 7,700 | $673.0K | 0.03% | +4,812+166.6% | Added |
| Sawtooth Solutions, LLC | 7,672 | $671.0K | 0.08% | −7,984−51.0% | Reduced |
| Canton Hathaway, LLC | 7,627 | $667.0K | 0.19% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 7,309 | $660.0K | 0.08% | +1,055+16.9% | Added |
| Moneta Group Investment Advisors LLC | 7,540 | $659.0K | 0.03% | +1,743+30.1% | Added |
| 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 |
| Strategy Asset Managers LLC | 7,505 | $656.0K | 0.14% | +7,505 | New |
| Shufro Rose & Co LLC | 7,495 | $655.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Kovack Advisors, Inc. | 7,376 | $644.0K | 0.07% | +1,596+27.6% | Added |