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 |
|---|---|---|---|---|---|
| Insight 2811, Inc. | 5,547 | $485.0K | 0.29% | −74−1.3% | Reduced |
| LS Investment Advisors, LLC | 5,550 | $485.0K | 0.08% | 00.0% | Unchanged |
| Bell Bank | 5,524 | $483.0K | 0.05% | −94−1.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 5,508 | $481.0K | 0.09% | +772+16.3% | Added |
| Bellwether Advisors, LLC | 5,437 | $475.0K | 0.14% | +5,055+1,323.3% | Added |
| Rossmore Private Capital | 5,393 | $471.0K | 0.07% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 5,380 | $470.0K | 0.04% | 00.0% | Unchanged |
| Parametrica Management Ltd | 5,370 | $470.0K | 0.35% | +5,370 | New |
| Parkside Financial Bank & Trust | 5,371 | $469.0K | 0.13% | +76+1.4% | Added |
| Summit Financial, LLC | 5,356 | $468.1K | 0.04% | +91+1.7% | Added |
| Deseret Mutual Benefit Administrators | 5,349 | $468.0K | 0.09% | −1,241−18.8% | Reduced |
| Change Path, LLC | 5,325 | $465.0K | 0.02% | +3,227+153.8% | Added |
| Perpetual Investment Management Ltd | 5,300 | $463.0K | 0.06% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,301 | $463.0K | 0.06% | +2,261+74.4% | Added |
| Clear Harbor Asset Management, LLC | 5,256 | $459.0K | 0.05% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 5,255 | $459.0K | 0.03% | +173+3.4% | Added |
| Tower Bridge Advisors | 5,242 | $458.2K | 0.03% | +900+20.7% | Added |
| Moloney Securities Asset Management, LLC | 5,240 | $458.0K | 0.09% | +2,834+117.8% | Added |
| North Star Investment Management Corp. | 5,171 | $452.0K | 0.04% | −59−1.1% | Reduced |
| Jackson Square Capital, LLC | 5,167 | $452.0K | 0.14% | +112+2.2% | Added |
| Hamilton Capital, LLC | 5,174 | $452.0K | 0.03% | +530+11.4% | Added |
| Ibex Wealth Advisors | 5,112 | $447.0K | 0.09% | −23,588−82.2% | Reduced |
| Ausdal Financial Partners, Inc. | 5,115 | $447.0K | 0.06% | −600−10.5% | Reduced |
| Private Capital Group, LLC | 5,113 | $447.0K | 0.10% | +518+11.3% | Added |
| Jump Financial, LLC | 5,112 | $447.0K | 0.02% | +5,112 | New |
| Michael B. Yongue | 5,103 | $446.0K | 0.32% | −440−7.9% | Reduced |
| Skba Capital Management LLC | 5,100 | $446.0K | 0.08% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 5,102 | $446.0K | 0.03% | +5,102 | New |
| Centiva Capital, LP | 5,063 | $443.0K | 0.03% | −14,462−74.1% | Reduced |
| Wedmont Private Capital | 5,059 | $442.0K | 0.10% | −994−16.4% | Reduced |
| Crawford Investment Counsel Inc | 5,055 | $442.0K | 0.01% | +27+0.5% | Added |
| Strategic Wealth Partners, Ltd. | 5,018 | $439.0K | 0.09% | +350+7.5% | Added |
| Davidson Investment Advisors | 5,009 | $438.0K | 0.03% | 00.0% | Unchanged |
| Peoples Bank | 5,000 | $437.0K | 0.22% | −75−1.5% | Reduced |
| X-Square Capital, LLC | 4,999 | $437.0K | 0.23% | +6+0.1% | Added |
| Geller Advisors LLC | 4,984 | $436.0K | 0.08% | +166+3.4% | Added |
| Ledyard National Bank | 4,977 | $435.0K | 0.04% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 4,977 | $435.0K | 0.22% | +4,977 | New |
| Eads & Heald Wealth Management | 4,961 | $434.0K | 0.20% | +715+16.8% | Added |
| V Wealth Advisors LLC | 4,935 | $431.0K | 0.07% | −359−6.8% | Reduced |
| Hudock, Inc. | 4,914 | $429.0K | 0.12% | +599+13.9% | Added |
| Laidlaw Wealth Management LLC | 4,914 | $429.0K | 0.07% | +668+15.7% | Added |
| Independent Solutions Wealth Management, LLC | 4,889 | $427.3K | 0.11% | −149−3.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,883 | $427.0K | 0.01% | +345+7.6% | Added |
| Anchor Investment Management, LLC | 4,880 | $426.5K | 0.05% | −150−3.0% | Reduced |
| Sunbelt Securities, Inc. | 4,704 | $425.0K | 0.08% | +207+4.6% | Added |
| Rothschild Investment Corp | 4,851 | $424.0K | 0.03% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 4,840 | $423.0K | 0.26% | +2,150+79.9% | Added |
| Avantax Planning Partners, Inc. | 4,804 | $420.0K | 0.02% | +385+8.7% | Added |
| Omnia Family Wealth, LLC | 4,794 | $419.0K | 0.28% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,775 | $417.0K | 0.02% | −726−13.2% | Reduced |
| Chelsea Counsel Co | 4,776 | $417.0K | 0.18% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,752 | $415.0K | 0.03% | +305+6.9% | Added |
| LVZ Advisors, Inc. | 4,732 | $414.0K | 0.06% | 00.0% | Unchanged |
| Executive Wealth Group LLC | 4,708 | $411.5K | 0.27% | +31+0.7% | Added |
| Wealth Alliance | 4,704 | $411.0K | 0.08% | −1,133−19.4% | Reduced |
| Grandfield & Dodd, LLC | 4,668 | $410.0K | 0.03% | +719+18.2% | Added |
| Legacy Financial Advisors, Inc. | 4,666 | $408.0K | 0.09% | +104+2.3% | Added |
| Pinnacle Bancorp, Inc. | 4,660 | $407.0K | 0.14% | +1,303+38.8% | Added |
| KLCM Advisors, Inc. | 4,647 | $406.0K | 0.09% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 4,647 | $406.0K | 0.10% | +115+2.5% | Added |
| Ameritas Advisory Services, LLC | 4,635 | $405.0K | 0.01% | +909+24.4% | Added |
| Fort Pitt Capital Group, LLC | 4,621 | $404.0K | 0.02% | −19−0.4% | Reduced |
| Bahl & Gaynor Inc | 4,587 | $401.0K | 0.00% | +127+2.8% | Added |
| Motco | 4,569 | $399.0K | 0.03% | −96,232−95.5% | Reduced |
| Marcum Wealth, LLC | 4,547 | $397.0K | 0.05% | +459+11.2% | Added |
| Valmark Advisers, Inc. | 4,524 | $395.0K | 0.01% | +4,524 | New |
| CX Institutional | 4,508 | $394.0K | 0.03% | +240+5.6% | Added |
| Financial Management Professionals, Inc. | 4,512 | $394.0K | 0.09% | +663+17.2% | Added |
| Perritt Capital Management Inc | 4,500 | $393.0K | 0.21% | −260−5.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 4,485 | $392.0K | 0.02% | −778,095−99.4% | Reduced |
| Rosenberg Matthew Hamilton | 4,472 | $391.0K | 0.14% | +140+3.2% | Added |
| Boothbay Fund Management, LLC | 4,449 | $389.0K | 0.01% | +4,449 | New |
| Radnor Capital Management, LLC | 4,440 | $388.0K | 0.10% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,441 | $388.0K | 0.02% | +231+5.5% | Added |
| Natixis Investment Managers International | 4,447 | $388.0K | 0.01% | +4,447 | New |
| Drive Wealth Management, LLC | 4,428 | $387.0K | 0.33% | +702+18.8% | Added |
| Financial Advocates Investment Management | 4,434 | $387.0K | 0.03% | +540+13.9% | Added |
| Highland Private Wealth Management | 4,414 | $386.0K | 0.05% | −772−14.9% | Reduced |
| AXS Investments LLC | 4,418 | $386.0K | 0.15% | +945+27.2% | Added |
| Tributary Capital Management, LLC | 4,400 | $385.0K | 0.03% | −1,350−23.5% | Reduced |
| Aj Wealth Strategies, LLC | 4,400 | $385.0K | 0.02% | 00.0% | Unchanged |
| Destination Wealth Management | 4,405 | $385.0K | 0.01% | +358+8.8% | Added |
| Wilkinson Global Asset Management LLC | 4,385 | $383.0K | 0.02% | +685+18.5% | Added |
| BLB&B Advisors, LLC | 4,375 | $382.0K | 0.03% | −302−6.5% | Reduced |
| Eastern Bank | 4,357 | $380.0K | 0.02% | −181−4.0% | Reduced |
| Alliance Wealth Advisors, LLC | 4,335 | $379.0K | 0.31% | 00.0% | Unchanged |
| CPWM, LLC | 4,319 | $378.0K | 0.03% | +488+12.7% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 4,309 | $377.0K | 0.11% | 00.0% | Unchanged |
| Willner & Heller, LLC | 3,826 | $376.0K | 0.46% | +27+0.7% | Added |
| First Foundation Advisors | 4,302 | $376.0K | 0.01% | +856+24.8% | Added |
| West Family Investments, Inc. | 4,289 | $375.0K | 0.11% | −150−3.4% | Reduced |
| NuWave Investment Management, LLC | 4,253 | $372.0K | 0.50% | +2,186+105.8% | Added |
| Optimum Investment Advisors | 4,250 | $371.0K | 0.16% | −400−8.6% | Reduced |
| First Citizens Financial Corp | 4,208 | $368.0K | 0.28% | 00.0% | Unchanged |
| Centric Wealth Management | 4,215 | $368.0K | 0.12% | +307+7.9% | Added |
| Integrated Investment Consultants, LLC | 4,194 | $367.0K | 0.10% | +67+1.6% | Added |
| Carlson Capital Management | 4,174 | $365.0K | 0.03% | −22−0.5% | Reduced |
| Frontier Wealth Management LLC | 4,352 | $365.0K | 0.00% | +253+6.2% | Added |
| First Pacific Advisors, LP | 4,160 | $364.0K | 0.00% | 00.0% | Unchanged |