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
- 1,672
- −23 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
- 141
- 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 |
|---|---|---|---|---|---|
| Ascent Group, LLC | 3,150 | $275.0K | 0.03% | −415−11.6% | Reduced |
| Continuum Advisory, LLC | 3,411 | $275.0K | 0.05% | +666+24.3% | Added |
| Stratos Wealth Advisors, LLC | 3,138 | $274.0K | 0.02% | −3,274−51.1% | Reduced |
| West Bancorporation Inc | 3,130 | $274.0K | 0.17% | −78−2.4% | Reduced |
| DGS Capital Management, LLC | 3,136 | $274.0K | 0.17% | −23−0.7% | Reduced |
| Fieldpoint Private Securities, LLC | 3,131 | $274.0K | 0.06% | +376+13.6% | Added |
| Newbridge Financial Services Group, Inc. | 3,112 | $272.0K | 0.13% | +273+9.6% | Added |
| Eqis Capital Management, Inc. | 3,101 | $271.0K | 0.02% | −1,938−38.5% | Reduced |
| Round Table Services, LLC | 3,100 | $271.0K | 0.05% | −220−6.6% | Reduced |
| Pinnacle Financial Partners Inc | 3,090 | $270.0K | 0.01% | −1,194−27.9% | Reduced |
| Janney Capital Management LLC | 3,089 | $270.0K | 0.02% | +66+2.2% | Added |
| IMPACTfolio, LLC | 3,093 | $270.0K | 0.20% | +3,093 | New |
| Private Asset Management Inc | 3,082 | $269.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 3,064 | $268.0K | 0.13% | −125−3.9% | Reduced |
| Five Oceans Advisors | 3,063 | $268.0K | 0.24% | +62+2.1% | Added |
| Guerra Pan Advisors, LLC | 3,239 | $266.0K | 0.32% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,039 | $266.0K | 0.01% | −180−5.6% | Reduced |
| Objective Capital Management, LLC | 3,042 | $266.0K | 0.20% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 3,048 | $266.0K | 0.19% | +210+7.4% | Added |
| O'Rourke & Company, Inc | 3,034 | $265.0K | 0.18% | +9+0.3% | Added |
| Segment Wealth Management, LLC | 3,028 | $265.0K | 0.03% | +41+1.4% | Added |
| Wealthsource Partners, LLC | 3,031 | $265.0K | 0.02% | +169+5.9% | Added |
| Addison Advisors LLC | 3,034 | $265.0K | 0.14% | +1,258+70.8% | Added |
| Shepherd Financial Partners LLC | 3,023 | $265.0K | 0.05% | +3,023 | New |
| Howard Financial Services, Ltd. | 3,025 | $264.0K | 0.08% | +3,025 | New |
| Cozad Asset Management Inc | 3,010 | $263.0K | 0.04% | +300+11.1% | Added |
| Ground Swell Capital, LLC | 3,010 | $263.0K | 0.68% | +3,010 | New |
| Great Lakes Advisors, LLC | 2,999 | $262.0K | 0.00% | −1,111−27.0% | Reduced |
| Spirit of America Management Corp | 3,000 | $262.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,998 | $262.0K | 0.06% | +200+7.1% | Added |
| 180 Wealth Advisors, LLC | 2,933 | $261.0K | 0.06% | −132−4.3% | Reduced |
| Roundview Capital LLC | 2,984 | $261.0K | 0.03% | −78−2.5% | Reduced |
| Perfromance Wealth Partners, LLC | 2,981 | $261.0K | 0.01% | −18−0.6% | Reduced |
| Zacks Investment Management | 2,987 | $261.0K | 0.00% | +821+37.9% | Added |
| Harrington Investments, INC | 2,975 | $260.0K | 0.16% | +300+11.2% | Added |
| Quadrant Private Wealth Management, LLC | 2,979 | $260.0K | 0.10% | +781+35.5% | Added |
| Narus Financial Partners, LLC | 2,944 | $257.3K | 0.14% | +2,944 | New |
| David Loasby | 3,062 | $257.0K | 0.03% | +4+0.1% | Added |
| Tatro Capital, LLC | 2,942 | $257.0K | 0.19% | +180+6.5% | Added |
| Cooper Financial Group | 2,938 | $257.0K | 0.10% | +2,938 | New |
| NBT Bank N A | 2,932 | $256.0K | 0.03% | 00.0% | Unchanged |
| Humankind Investments LLC | 2,932 | $256.0K | 0.10% | +139+5.0% | Added |
| Herold Advisors, Inc. | 2,925 | $255.6K | 0.09% | +2,925 | New |
| Cable Hill Partners, LLC | 2,921 | $255.0K | 0.17% | +637+27.9% | Added |
| FinTrust Capital Advisors, LLC | 2,926 | $255.0K | 0.06% | +1,161+65.8% | Added |
| JT Stratford LLC | 2,867 | $251.0K | 0.07% | −298−9.4% | Reduced |
| Leisure Capital Management | 2,871 | $251.0K | 0.13% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 2,872 | $251.0K | 0.14% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,875 | $251.0K | 0.19% | +139+5.1% | Added |
| Vantage Consulting Group Inc | 2,862 | $250.0K | 0.10% | +54+1.9% | Added |
| Syntax Advisors, LLC | 2,862 | $250.0K | 0.21% | +54+1.9% | Added |
| Blueshift Asset Management, LLC | 2,858 | $250.0K | 0.02% | +226+8.6% | Added |
| Aspiriant, LLC | 2,861 | $250.0K | 0.01% | +2,861 | New |
| Ssi Investment Management LLC | 2,843 | $249.0K | 0.01% | −118−4.0% | Reduced |
| Norway Savings Bank | 2,852 | $249.0K | 0.11% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 2,838 | $248.0K | 0.15% | +2,838 | New |
| Blueprint Investment Partners LLC | 2,813 | $246.0K | 0.06% | −5,072−64.3% | Reduced |
| American State Bank (Iowa) | 2,808 | $245.4K | 0.17% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,800 | $245.0K | 0.01% | −373−11.8% | Reduced |
| Univest Financial Corp | 2,807 | $245.0K | 0.07% | +94+3.5% | Added |
| Cutter & CO Brokerage, Inc. | 2,787 | $244.0K | 0.07% | +2,787 | New |
| Reliant Investment Management, LLC | 2,795 | $244.0K | 0.13% | +2,795 | New |
| David R. Rahn & Associates Inc. | 3,000 | $242.0K | 0.09% | −13−0.4% | Reduced |
| Pathway Financial Advisors LLC | 2,767 | $242.0K | 0.09% | +50+1.8% | Added |
| Rockland Trust Co | 2,761 | $242.0K | 0.02% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,757 | $241.0K | 0.17% | −50−1.8% | Reduced |
| River Wealth Advisors LLC | 3,127 | $241.0K | 0.04% | +3,127 | New |
| SkyView Investment Advisors, LLC | 2,849 | $240.0K | 0.06% | −1,613−36.1% | Reduced |
| Annapolis Financial Services, LLC | 2,745 | $240.0K | 0.08% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 2,743 | $240.0K | 0.00% | +210+8.3% | Added |
| Doheny Asset Management | 2,726 | $238.0K | 0.17% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,719 | $238.0K | 0.08% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,725 | $238.0K | 0.15% | +2,725 | New |
| Northwest Bancshares, Inc. | 2,709 | $237.0K | 0.05% | +600+28.4% | Added |
| Boston Financial Mangement LLC | 2,709 | $237.0K | 0.01% | +2,709 | New |
| Navis Wealth Advisors, LLC | 2,700 | $236.0K | 0.21% | −300−10.0% | Reduced |
| Reik & Co., LLC | 2,703 | $236.0K | 0.06% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,702 | $236.0K | 0.15% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,684 | $235.0K | 0.03% | 00.0% | Unchanged |
| Bremer Bank National Association | 2,675 | $234.0K | 0.04% | −616−18.7% | Reduced |
| Journey Strategic Wealth LLC | 2,679 | $234.0K | 0.03% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,680 | $234.0K | 0.14% | +43+1.6% | Added |
| Argent Advisors, Inc. | 2,680 | $234.0K | 0.13% | +105+4.1% | Added |
| LWM Advisory Services, LLC | 2,676 | $234.0K | 0.29% | +486+22.2% | Added |
| Capital Advisors Inc | 2,678 | $234.0K | 0.01% | +2,678 | New |
| Merit Financial Group, LLC | 2,679 | $234.0K | 0.01% | +2,679 | New |
| Asset Allocation & Management Company, LLC | 2,660 | $232.0K | 0.08% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,650 | $232.0K | 0.04% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,640 | $231.0K | 0.14% | +150+6.0% | Added |
| WMS Partners, LLC | 2,643 | $231.0K | 0.03% | +2,643 | New |
| Washington Trust Advisors, Inc. | 2,633 | $230.0K | 0.02% | −712−21.3% | Reduced |
| Oakworth Capital, Inc. | 2,630 | $230.0K | 0.02% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 2,627 | $230.0K | 0.21% | +325+14.1% | Added |
| Kolinsky Wealth Management, LLC | 2,620 | $229.0K | 0.22% | +71+2.8% | Added |
| Maxele Advisors, LLC | 2,615 | $228.6K | 0.28% | 00.0% | Unchanged |
| EMG Holdings, L.P. | 2,600 | $227.0K | 0.07% | +2,600 | New |
| Game Plan Financial Advisors, LLC | 2,600 | $227.0K | 0.14% | +2,600 | New |
| GHP Investment Advisors, Inc. | 2,591 | $226.0K | 0.01% | −1,415−35.3% | Reduced |
| Washington Trust Bank | 2,590 | $226.0K | 0.03% | −20−0.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,721 | $226.0K | 0.11% | +93+3.5% | Added |