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 |
|---|---|---|---|---|---|
| Bell & Brown Wealth Advisors, LLC | 4,159 | $363.0K | 0.16% | −468−10.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,150 | $363.0K | 0.01% | −544−11.6% | Reduced |
| Main Street Financial Solutions, LLC | 4,129 | $361.0K | 0.05% | −303−6.8% | Reduced |
| Allred Capital Management, LLC | 4,101 | $358.0K | 0.19% | −27−0.7% | Reduced |
| Sage Mountain Advisors LLC | 4,087 | $357.0K | 0.06% | −1,478−26.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,086 | $357.0K | 0.07% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 4,425 | $356.0K | 0.09% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 4,065 | $355.0K | 0.05% | +120+3.0% | Added |
| First International Bank & Trust | 4,062 | $355.0K | 0.12% | +165+4.2% | Added |
| Echo Street Capital Management LLC | 4,045 | $354.0K | 0.00% | −4,168−50.7% | Reduced |
| DSC Advisors, L.P. | 4,048 | $354.0K | 0.28% | +4,048 | New |
| Lindbrook Capital, LLC | 4,043 | $353.0K | 0.05% | −232−5.4% | Reduced |
| Meristem Family Wealth, LLC | 4,030 | $352.0K | 0.04% | −1,885−31.9% | Reduced |
| First Financial Bank - Trust Division | 4,035 | $352.0K | 0.04% | −10.0% | Reduced |
| Cornerstone Wealth Management, LLC | 4,021 | $351.0K | 0.03% | +151+3.9% | Added |
| Farmers National Bank | 4,007 | $350.2K | 0.12% | −53−1.3% | Reduced |
| Frisch Financial Group, Inc. | 4,000 | $350.0K | 0.11% | −1,358−25.3% | Reduced |
| Westover Capital Advisors, LLC | 4,000 | $350.0K | 0.11% | 00.0% | Unchanged |
| Davis R M Inc | 3,971 | $347.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9,941 | $347.0K | 0.04% | +8,002+412.7% | Added |
| Altus Wealth Group LLC | 3,958 | $346.0K | 0.28% | +35+0.9% | Added |
| Graypoint LLC | 3,963 | $346.0K | 0.03% | +122+3.2% | Added |
| King Wealth | 3,945 | $345.0K | 0.07% | +500+14.5% | Added |
| Tanager Wealth Management LLP | 3,945 | $345.0K | 0.26% | +1,044+36.0% | Added |
| Novare Capital Management LLC | 3,945 | $345.0K | 0.04% | +3,945 | New |
| ACG Wealth | 3,926 | $343.0K | 0.06% | −681−14.8% | Reduced |
| Sunflower Bank, N.A. | 3,915 | $343.0K | 0.05% | −89−2.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,909 | $342.0K | 0.08% | −300−7.1% | Reduced |
| MidWestOne Financial Group, Inc. | 3,916 | $342.0K | 0.07% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 3,914 | $342.0K | 0.28% | +1,754+81.2% | Added |
| Quantinno Capital Management LP | 3,877 | $339.0K | 0.05% | +221+6.0% | Added |
| Coastal Investment Advisors, Inc. | 3,875 | $339.0K | 0.07% | +298+8.3% | Added |
| Stevens Capital Management LP | 3,869 | $338.0K | 0.07% | −7,245−65.2% | Reduced |
| OneAscent Financial Services LLC | 3,853 | $337.0K | 0.24% | +121+3.2% | Added |
| Kaizen Financial Strategies | 3,831 | $335.0K | 0.26% | +121+3.3% | Added |
| City State Bank | 3,825 | $334.0K | 0.20% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 3,800 | $332.0K | 0.33% | −1,100−22.4% | Reduced |
| Trustmark National Bank Trust Department | 3,790 | $331.0K | 0.03% | −95−2.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 3,800 | $331.0K | 0.18% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,772 | $329.0K | 0.07% | 00.0% | Unchanged |
| Overbrook Management Corp | 3,764 | $329.0K | 0.07% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 3,768 | $329.0K | 0.05% | +274+7.8% | Added |
| Buffington Mohr McNeal | 3,750 | $328.0K | 0.06% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 3,738 | $327.0K | 0.09% | −475−11.3% | Reduced |
| HYA Advisors, Inc | 3,739 | $327.0K | 0.11% | +13+0.3% | Added |
| Park National Corp | 3,716 | $325.0K | 0.01% | −134−3.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,700 | $323.0K | 0.00% | −72,149−95.1% | Reduced |
| Alpha Cubed Investments, LLC | 3,690 | $323.0K | 0.02% | −587−13.7% | Reduced |
| Kore Private Wealth LLC | 3,700 | $323.0K | 0.04% | +494+15.4% | Added |
| Beta Wealth Group, Inc. | 3,700 | $323.0K | 0.22% | +3,700 | New |
| EverSource Wealth Advisors, LLC | 3,691 | $322.0K | 0.08% | −15−0.4% | Reduced |
| Vigilare Wealth Management | 3,689 | $322.0K | 0.26% | +829+29.0% | Added |
| Global Retirement Partners, LLC | 3,923 | $322.0K | 0.03% | +3,923 | New |
| RFG Advisory, LLC | 3,677 | $321.0K | 0.02% | +1,529+71.2% | Added |
| Wellington Shields Capital Management, LLC | 3,657 | $320.0K | 0.04% | −1,475−28.7% | Reduced |
| Hoylecohen, LLC | 3,664 | $320.0K | 0.03% | +464+14.5% | Added |
| MCF Advisors LLC | 3,659 | $320.0K | 0.03% | +3,659 | New |
| Sendero Wealth Management, LLC | 3,643 | $318.0K | 0.15% | −1,311−26.5% | Reduced |
| ASB Consultores, LLC | 3,641 | $318.0K | 0.13% | −23−0.6% | Reduced |
| Jones Financial Companies LLLP | 3,642 | $318.0K | 0.00% | +172+5.0% | Added |
| Carmel Capital Partners, LLC | 3,627 | $317.0K | 0.26% | −8−0.2% | Reduced |
| Heritage Wealth Advisors | 3,613 | $316.0K | 0.02% | +104+3.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,579 | $313.0K | 0.25% | −50−1.4% | Reduced |
| New Century Advisors, LLC | 3,580 | $313.0K | 0.26% | +790+28.3% | Added |
| Pinnacle Private Wealth, LLC | 3,575 | $312.0K | 0.10% | −361−9.2% | Reduced |
| Pflug Koory, LLC | 3,560 | $311.0K | 0.16% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 3,568 | $310.0K | 0.00% | −211−5.6% | Reduced |
| SOL Capital Management CO | 3,520 | $308.0K | 0.06% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 3,515 | $307.0K | 0.09% | +3,515 | New |
| Red Cedar Capital, LLC | 3,500 | $306.0K | 0.18% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 3,506 | $306.0K | 0.10% | +2+0.1% | Added |
| Flagship Harbor Advisors, LLC | 3,493 | $305.0K | 0.03% | +3,493 | New |
| Independent Financial Group, LLC | 3,483 | $304.4K | 0.02% | −1,005−22.4% | Reduced |
| Advus Financial Partners, LLC | 3,473 | $303.5K | 0.15% | +3,473 | New |
| Winton Group Ltd | 3,464 | $303.0K | 0.02% | −11,816−77.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 3,466 | $303.0K | 0.08% | +551+18.9% | Added |
| Cohen & Steers, Inc. | 3,461 | $302.0K | 0.00% | −306−8.1% | Reduced |
| Capstone Financial Advisors, Inc. | 3,450 | $301.0K | 0.02% | +532+18.2% | Added |
| Foundations Investment Advisors, LLC | 3,506 | $297.0K | 0.01% | +119+3.5% | Added |
| Arete Wealth Advisors, LLC | 3,835 | $297.0K | 0.02% | −24−0.6% | Reduced |
| Intercontinental Wealth Advisors, LLC | 3,392 | $296.0K | 0.07% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,371 | $295.0K | 0.06% | −2,812−45.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,379 | $295.0K | 0.16% | +642+23.5% | Added |
| Meitav Dash Investments Ltd | 3,289 | $292.0K | 0.00% | −430−11.6% | Reduced |
| Fort Sheridan Advisors LLC | 3,336 | $292.0K | 0.09% | +527+18.8% | Added |
| Bragg Financial Advisors, Inc | 3,329 | $291.0K | 0.02% | 00.0% | Unchanged |
| Sepio Capital, LP | 3,317 | $290.0K | 0.03% | −49,985−93.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3,307 | $289.0K | 0.02% | −6−0.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,280 | $286.0K | 0.06% | +410+14.3% | Added |
| American Trust | 3,263 | $286.0K | 0.02% | +3,263 | New |
| Private Capital Management LLC | 3,248 | $284.0K | 0.09% | −1,480−31.3% | Reduced |
| CNB Bank | 3,255 | $284.0K | 0.16% | −76−2.3% | Reduced |
| Emfo, LLC | 3,250 | $284.0K | 0.26% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 3,210 | $281.0K | 0.05% | −101−3.1% | Reduced |
| Covington Capital Management | 3,215 | $281.0K | 0.01% | +160+5.2% | Added |
| JGP Wealth Management, LLC | 3,332 | $280.0K | 0.05% | +142+4.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,200 | $280.0K | 0.00% | +900+39.1% | Added |
| Whittier Trust Co of Nevada Inc | 3,178 | $278.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,168 | $277.0K | 0.01% | −547−14.7% | Reduced |
| Clearstead Advisors, LLC | 3,160 | $276.0K | 0.02% | +1,789+130.5% | Added |