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 |
|---|---|---|---|---|---|
| Stiles Financial Services Inc | 2,589 | $226.0K | 0.11% | +2,589 | New |
| Silverlake Wealth Management LLC | 2,577 | $225.2K | 0.13% | −550−17.6% | Reduced |
| Money Concepts Capital Corp | 2,571 | $225.0K | 0.01% | +2,571 | New |
| Millennium Capital Advisors, LLC | 2,564 | $224.1K | 0.18% | +2,564 | New |
| Summit Global Investments | 2,563 | $224.0K | 0.02% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 2,472 | $224.0K | 0.08% | +77+3.2% | Added |
| Monterey Private Wealth, Inc. | 2,486 | $224.0K | 0.11% | +2,486 | New |
| Formidable Asset Management, LLC | 2,548 | $223.0K | 0.04% | −48−1.8% | Reduced |
| Keystone Financial Group | 2,556 | $223.0K | 0.04% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 2,557 | $223.0K | 0.02% | +191+8.1% | Added |
| Enterprise Financial Services Corp | 2,538 | $222.0K | 0.04% | −574−18.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,532 | $221.4K | 0.05% | +2,532 | New |
| Maryland Capital Management | 2,523 | $221.0K | 0.01% | −309−10.9% | Reduced |
| Raleigh Capital Management Inc. | 2,530 | $221.0K | 0.12% | +2,530 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,514 | $220.0K | 0.05% | +230+10.1% | Added |
| Claro Advisors LLC | 2,243 | $220.0K | 0.08% | 00.0% | Unchanged |
| Jefferies Group LLC | 2,511 | $219.5K | 0.01% | −6,398−71.8% | Reduced |
| Credential Qtrade Securities Inc. | 2,506 | $219.0K | 0.01% | −28−1.1% | Reduced |
| Beck Mack & Oliver LLC | 2,500 | $219.0K | 0.01% | −750−23.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,511 | $219.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,500 | $219.0K | 0.10% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,504 | $219.0K | 0.07% | +2,504 | New |
| Hall Capital Management Co Inc | 2,490 | $218.0K | 0.13% | 00.0% | Unchanged |
| Forte Capital LLC | 2,221 | $218.0K | 0.03% | −135−5.7% | Reduced |
| Crewe Advisors LLC | 2,498 | $218.0K | 0.04% | +1,465+141.8% | Added |
| Raab & Moskowitz Asset Management LLC | 2,490 | $217.0K | 0.07% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,466 | $216.0K | 0.00% | −268−9.8% | Reduced |
| Deuterium Capital Management, LLC | 2,462 | $215.0K | 0.28% | −1,391−36.1% | Reduced |
| Associated Banc-Corp | 2,451 | $215.0K | 0.01% | −37−1.5% | Reduced |
| Eagle Strategies LLC | 2,454 | $215.0K | 0.08% | +16+0.7% | Added |
| Grandview Asset Management LLC | 2,454 | $215.0K | 0.09% | +2,454 | New |
| Sargent Bickham Lagudis LLC | 2,442 | $214.0K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,463 | $214.0K | 0.03% | +2,463 | New |
| Bluefin Capital Management, LLC | 2,438 | $213.0K | 0.04% | −24,744−91.0% | Reduced |
| REDW Wealth LLC | 2,433 | $213.0K | 0.06% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,423 | $212.0K | 0.00% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,429 | $212.0K | 0.20% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 2,417 | $211.0K | 0.02% | +250+11.5% | Added |
| Colonial River Wealth Management, LLC | 2,413 | $211.0K | 0.12% | +2,413 | New |
| Greenspring Advisors, LLC | 2,392 | $209.0K | 0.06% | −418−14.9% | Reduced |
| Investment Partners, Ltd. | 2,392 | $209.0K | 0.09% | +4+0.2% | Added |
| Focus Financial Network, Inc. | 2,383 | $208.3K | 0.01% | +2,383 | New |
| Birch Hill Investment Advisors LLC | 2,378 | $208.0K | 0.01% | −320−11.9% | Reduced |
| Castleview Partners, LLC | 2,372 | $207.0K | 0.13% | −27,076−91.9% | Reduced |
| Chicago Trust Co NA | 2,366 | $207.0K | 0.04% | −34−1.4% | Reduced |
| RSM US Wealth Management LLC | 2,361 | $206.0K | 0.01% | −149−5.9% | Reduced |
| Operose Advisors LLC | 2,354 | $206.0K | 0.14% | +230+10.8% | Added |
| F&V Capital Management, LLC | 2,339 | $204.0K | 0.06% | −3,625−60.8% | Reduced |
| Royal Fund Management, LLC | 2,344 | $204.0K | 0.03% | −600−20.4% | Reduced |
| Karpas Strategies, LLC | 2,332 | $204.0K | 0.06% | +12+0.5% | Added |
| First Affirmative Financial Network | 2,322 | $203.0K | 0.19% | +116+5.3% | Added |
| TrueWealth Advisors, LLC | 2,070 | $203.0K | 0.09% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,307 | $202.0K | 0.01% | +15+0.7% | Added |
| Alley Investment Management Company, LLC | 2,314 | $202.0K | 0.03% | +2,314 | New |
| Cornercap Investment Counsel Inc | 2,294 | $200.0K | 0.02% | −146−6.0% | Reduced |
| Flynn Zito Capital Management, LLC | 2,293 | $200.0K | 0.17% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 2,288 | $200.0K | 0.02% | +38+1.7% | Added |
| Atlas Capital Advisors LLC | 2,281 | $199.4K | 0.03% | −400−14.9% | Reduced |
| Barrett Asset Management, LLC | 2,287 | $199.0K | 0.01% | +343+17.6% | Added |
| IMA Wealth, Inc. | 2,129 | $186.0K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,114 | $185.0K | 0.05% | −3−0.1% | Reduced |
| Prestige Wealth Management Group LLC | 2,093 | $183.0K | 0.05% | −4−0.2% | Reduced |
| Compagnie Lombard Odier SCmA | 2,066 | $181.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2,040 | $178.0K | 0.09% | +456+28.8% | Added |
| American National Bank | 2,015 | $176.0K | 0.03% | +173+9.4% | Added |
| Point72 Hong Kong Ltd | 2,011 | $176.0K | 0.02% | +2,011 | New |
| Interactive Financial Advisors | 2,000 | $175.0K | 0.08% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 1,923 | $168.0K | 0.06% | −3,690−65.7% | Reduced |
| Endurance Wealth Management, Inc. | 1,916 | $167.0K | 0.02% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 1,841 | $166.0K | 0.00% | +1,841 | New |
| Blue Bell Private Wealth Management, LLC | 1,883 | $165.0K | 0.05% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,848 | $162.0K | 0.03% | −233−11.2% | Reduced |
| Baystate Wealth Management LLC | 1,855 | $162.0K | 0.01% | +12+0.7% | Added |
| Sandy Spring Bank | 1,839 | $161.0K | 0.01% | −61−3.2% | Reduced |
| Bessemer Securities LLC | 1,799 | $157.0K | 0.05% | +1,799 | New |
| Kozak & Associates, Inc. | 1,813 | $156.0K | 0.10% | 00.0% | Unchanged |
| Premier Asset Management LLC | 11,043 | $152.0K | 0.05% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1,792 | $151.0K | 0.02% | +191+11.9% | Added |
| Hillsdale Investment Management Inc. | 1,690 | $148.0K | 0.01% | +1,330+369.4% | Added |
| Peoples Financial Services Corp. | 1,674 | $146.0K | 0.06% | +1,674 | New |
| Graves-Light Private Wealth Management, Inc. | 1,658 | $145.0K | 0.02% | −50−2.9% | Reduced |
| Burleson & Company, LLC | 1,657 | $145.0K | 0.02% | +328+24.7% | Added |
| Cranbrook Wealth Management, LLC | 1,632 | $143.0K | 0.03% | 00.0% | Unchanged |
| WD Rutherford LLC | 1,625 | $142.0K | 0.08% | +650+66.7% | Added |
| Proequities, Inc. | 1,580 | $138.0K | 0.01% | −535−25.3% | Reduced |
| Vectors Research Management, LLC | 1,503 | $131.0K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,500 | $131.0K | 0.03% | +1,500 | New |
| Capital Directions Investment Advisors, LLC | 1,485 | $130.0K | 0.04% | +1,485 | New |
| Paladin Advisory Group, LLC | 1,488 | $129.0K | 0.10% | +1,488 | New |
| Simon Quick Advisors, LLC | 1,464 | $128.0K | 0.04% | +1,362+1,335.3% | Added |
| Wolff Wiese Magana LLC | 1,416 | $124.0K | 0.08% | +43+3.1% | Added |
| Hexagon Capital Partners LLC | 1,412 | $123.0K | 0.03% | +214+17.9% | Added |
| Laffer Tengler Investments | 1,404 | $122.7K | 0.04% | −11−0.8% | Reduced |
| Independence Bank of Kentucky | 1,364 | $119.0K | 0.05% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,357 | $119.0K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,344 | $118.0K | 0.04% | +9+0.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,296 | $113.0K | 0.00% | −27−2.0% | Reduced |
| Capital Advisors, Ltd. LLC | 1,284 | $112.0K | 0.02% | −16−1.2% | Reduced |
| Selective Wealth Management, Inc. | 1,278 | $112.0K | 0.04% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,267 | $111.0K | 0.02% | 00.0% | Unchanged |