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; 2,745 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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 1,238 | $108.0K | 0.02% | +205+19.8% | Added |
| Founders Capital Management | 1,065 | $105.0K | 0.07% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,195 | $104.0K | 0.03% | −153−11.4% | Reduced |
| West Paces Advisors Inc. | 1,189 | $103.9K | 0.03% | 00.0% | Unchanged |
| TCWP LLC | 1,158 | $101.0K | 0.02% | +1,158 | New |
| Sutton Wealth Advisors Inc. | 1,128 | $98.6K | 0.03% | +247+28.0% | Added |
| Farmers & Merchants Investments Inc | 1,117 | $98.0K | 0.00% | −117−9.5% | Reduced |
| Resources Management Corp | 1,109 | $97.0K | 0.01% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,106 | $97.0K | 0.05% | +7+0.6% | Added |
| PSI Advisors, LLC | 1,101 | $96.0K | 0.04% | −77−6.5% | Reduced |
| McIlrath & Eck, LLC | 1,051 | $92.0K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,034 | $90.0K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,020 | $89.0K | 0.01% | +150+17.2% | Added |
| Global Financial Private Client, LLC | 1,020 | $88.7K | 0.04% | −6,112−85.7% | Reduced |
| Clearview Wealth Advisors LLC | 999 | $87.0K | 0.06% | −485−32.7% | Reduced |
| First National Bank of South Miami | 1,000 | $87.0K | 0.05% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 954 | $83.0K | 0.02% | +65+7.3% | Added |
| Eukles Asset Management | 933 | $82.0K | 0.04% | −134−12.6% | Reduced |
| Citizens National Bank Trust Department | 1,014 | $82.0K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 935 | $82.0K | 0.02% | +801+597.8% | Added |
| Glassman Wealth Services | 925 | $81.0K | 0.01% | −76−7.6% | Reduced |
| Cedar Wealth Management, LLC | 922 | $81.0K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 925 | $80.8K | 0.04% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 900 | $79.0K | 0.02% | −136,386−99.3% | Reduced |
| Rise Advisors, LLC | 880 | $77.0K | 0.07% | +84+10.6% | Added |
| Tilia Fiduciary Partners, Inc. | 841 | $74.0K | 0.06% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 841 | $74.0K | 0.06% | +841 | New |
| TSFG, LLC | 840 | $73.0K | 0.03% | +1+0.1% | Added |
| Hanson & Doremus Investment Management | 835 | $73.0K | 0.02% | +141+20.3% | Added |
| Lloyd Advisory Services, LLC. | 823 | $72.0K | 0.03% | −19−2.3% | Reduced |
| Bogart Wealth, LLC | 816 | $71.0K | 0.01% | −161−16.5% | Reduced |
| CoreFirst Bank & Trust | 811 | $71.0K | 0.05% | 00.0% | Unchanged |
| Corsicana & Co. | 807 | $71.0K | 0.05% | 00.0% | Unchanged |
| Park Circle Co | 800 | $70.0K | 0.06% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 800 | $70.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 784 | $69.0K | 0.04% | −450−36.5% | Reduced |
| Rocky Mountain Advisers, LLC | 764 | $67.0K | 0.07% | +4+0.5% | Added |
| TCI Wealth Advisors, Inc. | 741 | $65.0K | 0.01% | −11−1.5% | Reduced |
| Twin Lakes Capital Management, LLC | 720 | $63.0K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 680 | $59.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 683 | $59.0K | 0.01% | +1+0.1% | Added |
| AllSquare Wealth Management LLC | 671 | $59.0K | 0.04% | +73+12.2% | Added |
| Creative Financial Designs Inc | 665 | $58.0K | 0.01% | +2+0.3% | Added |
| Carmichael Hill & Associates, Inc. | 663 | $58.0K | 0.03% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 651 | $57.0K | 0.00% | −37−5.4% | Reduced |
| First Financial Corp | 624 | $55.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 626 | $55.0K | 0.04% | +251+66.9% | Added |
| LFA - Lugano Financial Advisors SA | 625 | $54.0K | 0.04% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 623 | $54.0K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 613 | $54.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 621 | $54.0K | 0.01% | +97+18.5% | Added |
| Gemmer Asset Management LLC | 609 | $53.0K | 0.01% | −175−22.3% | Reduced |
| Professional Financial Advisors, LLC | 601 | $53.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 602 | $53.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 602 | $53.0K | 0.01% | +100+19.9% | Added |
| Estabrook Capital Management | 600 | $52.4K | 0.01% | −50−7.7% | Reduced |
| Accel Wealth Management | 596 | $52.0K | 0.03% | +3+0.5% | Added |
| Carolinas Wealth Consulting LLC | 586 | $51.0K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 583 | $51.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 581 | $51.0K | 0.04% | 00.0% | Unchanged |
| Monolith Advisors | 517 | $51.0K | 0.04% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 585 | $51.0K | 0.02% | +395+207.9% | Added |
| First Command Financial Services, Inc. | 567 | $50.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 567 | $50.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 523 | $45.0K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 519 | $45.0K | 0.02% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 510 | $45.0K | 0.03% | +285+126.7% | Added |
| Tarbox Family Office, Inc. | 502 | $44.0K | 0.01% | −456−47.6% | Reduced |
| Horan Securities, Inc. | 500 | $44.0K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 492 | $43.0K | 0.01% | −21−4.1% | Reduced |
| GeoWealth Management, LLC | 494 | $43.0K | 0.00% | +115+30.3% | Added |
| Solstein Capital, LLC | 451 | $39.0K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 413 | $36.0K | 0.02% | +1+0.2% | Added |
| Siena Capital LLC | 408 | $36.0K | 0.02% | +408 | New |
| AlphaMark Advisors, LLC | 400 | $35.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 400 | $35.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 388 | $34.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 391 | $34.0K | 0.00% | +126+47.5% | Added |
| Spartan Planning & Wealth Management | 385 | $34.0K | 0.04% | +385 | New |
| Larson Financial Group LLC | 378 | $33.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 381 | $33.0K | 0.01% | +381 | New |
| SJS Investment Consulting Inc. | 359 | $32.0K | 0.01% | +59+19.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 368 | $32.0K | 0.02% | +368 | New |
| Evermay Wealth Management LLC | 350 | $31.0K | 0.01% | −5,225−93.7% | Reduced |
| Column Capital Advisors, LLC | 350 | $31.0K | 0.01% | −149−29.9% | Reduced |
| Charter Oak Capital Management, LLC | 354 | $31.0K | 0.00% | +75+26.9% | Added |
| Trustcore Financial Services, LLC | 339 | $30.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 324 | $28.0K | 0.04% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 315 | $28.0K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 318 | $28.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 305 | $27.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 300 | $26.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 300 | $26.0K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $26.0K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 300 | $26.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 300 | $26.0K | 0.02% | +100+50.0% | Added |
| Aquatic Capital Management LLC | 300 | $26.0K | 0.04% | +200+200.0% | Added |
| Mach-1 Financial Group, Inc. | 288 | $25.0K | 0.02% | 00.0% | Unchanged |
| Seldon Capital LP | 282 | $25.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 281 | $24.5K | 0.01% | −100−26.2% | Reduced |