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 |
|---|---|---|---|---|---|
| Quantamental Technologies LLC | 7,364 | $644.0K | 0.37% | +7,364 | New |
| Resource Consulting Group Inc | 7,356 | $643.0K | 0.22% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 7,310 | $639.0K | 0.06% | +2,028+38.4% | Added |
| Salzhauer Michael | 14,840 | $638.0K | 0.28% | −6,300−29.8% | Reduced |
| Asset Dedication, LLC | 7,302 | $637.0K | 0.07% | −49−0.7% | 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 |
| 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 |
| 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 |
| Perigon Wealth Management, LLC | 7,205 | $630.0K | 0.04% | −6,120−45.9% | Reduced |
| Orca Investment Management, LLC | 7,160 | $626.0K | 0.51% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 7,126 | $623.0K | 0.32% | +33+0.5% | Added |
| 44 Wealth Management LLC | 7,105 | $621.0K | 0.22% | −2,489−25.9% | Reduced |
| Somerville Kurt F | 7,087 | $619.0K | 0.10% | −8−0.1% | Reduced |
| Clare Market Investments LLC | 7,077 | $618.5K | 0.20% | +7,077 | New |
| HM Payson & Co | 7,037 | $615.0K | 0.01% | −28−0.4% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7,000 | $611.8K | 0.28% | +7,000 | New |
| Hyman Charles D | 6,975 | $610.0K | 0.04% | +4,438+174.9% | Added |
| Zions Bancorporation, N.A. | 6,957 | $608.0K | 0.05% | +2,660+61.9% | Added |
| 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 |
| J. W. Coons Advisors, LLC | 6,911 | $603.0K | 0.18% | −5,392−43.8% | Reduced |
| Platte River Wealth Advisors, LLC | 6,880 | $601.0K | 0.22% | −530−7.2% | Reduced |
| Aubrey Capital Management Ltd | 6,613 | $597.0K | 0.34% | +6,613 | New |
| Mutual Advisors, LLC | 6,772 | $592.0K | 0.03% | +1,403+26.1% | Added |
| Zimmermann Investment Management & Planning LLC | 6,767 | $591.0K | 0.35% | +399+6.3% | Added |
| Rehmann Capital Advisory Group | 6,718 | $587.2K | 0.06% | −31−0.5% | Reduced |
| Krane Funds Advisors LLC | 6,713 | $587.0K | 0.02% | +1,017+17.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,702 | $585.0K | 0.05% | +274+4.3% | Added |
| Private Portfolio Partners LLC | 6,687 | $584.5K | 0.14% | +888+15.3% | Added |
| B. Riley Wealth Management, Inc. | 6,665 | $583.0K | 0.04% | +2,558+62.3% | Added |
| Glen Eagle Advisors, LLC | 6,651 | $581.3K | 0.15% | −1,102−14.2% | Reduced |
| Mechanics Financial Corp | 6,646 | $581.0K | 0.30% | +195+3.0% | Added |
| Harbor Advisors LLC | 6,608 | $578.0K | 0.12% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 6,606 | $577.0K | 0.02% | −1,162−15.0% | Reduced |
| Fulcrum Asset Management LLP | – | $574.0K | 0.17% | – | – |
| 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 |
| 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 |
| Vise Technologies, Inc. | 6,524 | $570.0K | 0.21% | +6,524 | New |
| 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 |
| Lee Danner & Bass Inc | 6,475 | $566.0K | 0.05% | 00.0% | Unchanged |
| American Portfolios Advisors | 6,470 | $565.5K | 0.02% | +24+0.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,467 | $565.0K | 0.03% | +1,978+44.1% | Added |
| Personal Cfo Solutions, LLC | 6,417 | $561.0K | 0.11% | +1,017+18.8% | Added |
| Little House Capital LLC | 6,380 | $558.0K | 0.29% | +1,662+35.2% | Added |
| NorthRock Partners, LLC | 6,377 | $557.0K | 0.05% | −325−4.8% | Reduced |
| Ellevest, Inc. | 6,364 | $556.0K | 0.05% | +849+15.4% | Added |
| ICA Group Wealth Management, LLC | 6,542 | $555.0K | 0.11% | +6,542 | New |
| Wharton Business Group, LLC | 6,329 | $553.0K | 0.03% | −285−4.3% | Reduced |
| Lakeview Capital Partners, LLC | 6,268 | $548.0K | 0.28% | +1,351+27.5% | Added |
| Chicago Wealth Management, Inc. | 6,243 | $546.0K | 0.37% | 00.0% | Unchanged |
| 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 |
| EP Wealth Advisors, LLC | 6,218 | $543.0K | 0.01% | −833−11.8% | Reduced |
| Lokken Investment Group LLC | 6,651 | $536.0K | 0.43% | −556−7.7% | Reduced |
| Camden Capital, LLC | 6,120 | $535.0K | 0.12% | +968+18.8% | 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 |
| Americana Partners, LLC | 6,033 | $525.0K | 0.16% | +3,485+136.8% | Added |
| Cantor Fitzgerald, L. P. | 6,000 | $524.0K | 0.04% | +6,000 | New |
| Stonegate Investment Group, LLC | 5,980 | $523.0K | 0.02% | −273−4.4% | 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 |
| 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 |
| Vantage Financial Partners Ltd., Inc. | 5,950 | $520.0K | 0.27% | +1,250+26.6% | Added |
| Personal Capital Advisors Corp | 5,951 | $520.0K | 0.00% | −374−5.9% | Reduced |
| HBK Sorce Advisory LLC | 5,942 | $519.0K | 0.03% | −410−6.5% | Reduced |
| Pacitti Group Inc. | 5,930 | $518.0K | 0.34% | +321+5.7% | Added |
| M&R Capital Management Inc | 5,908 | $517.0K | 0.11% | +1,075+22.2% | Added |
| Morris Retirement Advisors, LLC | 5,904 | $516.0K | 0.39% | +308+5.5% | Added |
| Stock Yards Bank & Trust Co | 5,890 | $515.0K | 0.03% | +100+1.7% | Added |
| BSW Wealth Partners | 5,883 | $514.0K | 0.13% | +465+8.6% | Added |
| Berkshire Bank | 5,865 | $513.0K | 0.12% | +1,214+26.1% | Added |
| Great Valley Advisor Group, Inc. | 5,499 | $512.0K | 0.03% | +19+0.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,843 | $511.0K | 0.09% | −724−11.0% | 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 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,804 | $507.0K | 0.03% | −313−5.1% | Reduced |
| Interchange Capital Partners, LLC | 5,788 | $505.0K | 0.52% | +1,305+29.1% | Added |
| Adirondack Trust Co | 5,772 | $504.0K | 0.24% | +1,492+34.9% | 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 |
| Nicholas Hoffman & Company, LLC. | 5,720 | $500.0K | 0.02% | +233+4.2% | Added |
| Curi Capital | 5,720 | $499.0K | 0.09% | +1,492+35.3% | Added |
| Bartlett & Co. Wealth Management LLC | 5,698 | $498.0K | 0.01% | +373+7.0% | 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 |
| Bank of Nova Scotia Trust Co | 5,686 | $497.0K | 0.04% | +12+0.2% | Added |
| Cape Cod Five Cents Savings Bank | 5,635 | $492.0K | 0.05% | −17−0.3% | Reduced |
| 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 |
| 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 |
| Regal Investment Advisors LLC | 5,553 | $486.0K | 0.04% | −5−0.1% | Reduced |