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 |
|---|---|---|---|---|---|
| Pacifica Partners Inc. | 269 | $24.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 263 | $23.0K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 250 | $22.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 256 | $22.0K | 0.01% | +31+13.8% | Added |
| Beacon Capital Management, LLC | 243 | $22.0K | 0.01% | +243 | New |
| Joseph P. Lucia & Associates, LLC | 229 | $20.0K | 0.01% | +229 | New |
| Manchester Capital Management LLC | 218 | $19.0K | 0.00% | −81−27.1% | Reduced |
| Avion Wealth | 209 | $18.0K | 0.01% | +106+102.9% | Added |
| Mizuho Securities Co. Ltd. | 200 | $17.0K | 0.00% | −4,200−95.5% | Reduced |
| Penserra Capital Management LLC | 204 | $17.0K | 0.00% | −102−33.3% | Reduced |
| Bourgeon Capital Management LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 192 | $17.0K | 0.00% | +4+2.1% | Added |
| DeDora Capital, Inc. | 200 | $17.0K | 0.01% | +200 | New |
| PrairieView Partners, LLC | 195 | $17.0K | 0.00% | +195 | New |
| Heritage Wealth Management, LLC | 200 | $17.0K | 0.00% | +200 | New |
| Sierra Capital LLC | 186 | $16.0K | 0.00% | +12+6.9% | Added |
| Ci Investments Inc. | 172 | $15.0K | 0.00% | −3−1.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 167 | $15.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 155 | $14.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 156 | $14.0K | 0.00% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 165 | $14.0K | 0.01% | +165 | New |
| Raffa Wealth Management, LLC | 156 | $13.6K | 0.01% | −94−37.6% | Reduced |
| Tradewinds Capital Management, LLC | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 152 | $13.0K | 0.02% | −4−2.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 150 | $13.0K | 0.01% | +150 | New |
| Atticus Wealth Management, LLC | 137 | $12.0K | 0.00% | +11+8.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 127 | $11.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 122 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 125 | $10.9K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 104 | $9.00K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 103 | $9.00K | 0.01% | +30+41.1% | Added |
| Beaird Harris Wealth Management, LLC | 104 | $9.00K | 0.00% | +104 | New |
| WR Wealth Planners, LLC | 102 | $8.95K | 0.01% | +102 | New |
| Baldwin Brothers Inc | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 91 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 93 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 92 | $8.00K | 0.00% | +92 | New |
| Coastal Capital Group, Inc. | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 70 | $6.00K | 0.00% | +70 | New |
| First Bank & Trust | 59 | $5.00K | 0.00% | −328−84.8% | Reduced |
| Sageworth Trust Co of South Dakota | 53 | $5.00K | 0.01% | −247−82.3% | Reduced |
| Your Advocates Ltd., LLP | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 60 | $5.00K | 0.00% | +60 | New |
| Schubert & Co | 51 | $4.00K | 0.00% | +21+70.0% | Added |
| Roble, Belko & Company, Inc | 48 | $4.00K | 0.00% | +48 | New |
| Mascoma Wealth Management LLC | 43 | $4.00K | 0.00% | +43 | New |
| JNBA Financial Advisors | 40 | $3.00K | 0.00% | −179−81.7% | Reduced |
| Focused Wealth Management, Inc | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 22 | $2.00K | 0.00% | −91−80.5% | Reduced |
| Corbenic Partners LLC | 28 | $2.00K | 0.00% | −69−71.1% | Reduced |
| Acima Private Wealth, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $1.40K | 0.00% | – | – |
| Goodwin Investment Advisory | 7 | $1.00K | 0.00% | −93−93.0% | Reduced |
| Arlington Partners LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 8 | $1.00K | 0.00% | +8 | New |
| GoalVest Advisory LLC | 12 | $1.00K | 0.00% | +12 | New |
| CFS Investment Advisory Services, LLC | 94,654 | $1.00K | 0.00% | +94,654 | New |
| Exane Derivatives | 1 | $87 | 0.00% | −1,132−99.9% | Reduced |
| St. Johns Investment Management Company, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 86 | $0 | 0.00% | +86 | New |
| Private Ocean, LLC | 2 | $0 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 1,566 | – | – | −688−30.5% | Reduced |
| GQG Partners LLC | 0 | $0 | 0.00% | −4,479,226−100.0% | Sold out |
| Alphinity Investment Management Pty Ltd | 0 | $0 | 0.00% | −1,872,268−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −889,917−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −790,696−100.0% | Sold out |
| Clal Insurance Enterprises Holdings Ltd | 0 | $0 | 0.00% | −709,000−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −156,444−100.0% | Sold out |
| Gemsstock Limited | 0 | $0 | 0.00% | −154,100−100.0% | Sold out |
| Myriad Asset Management Ltd. | 0 | $0 | 0.00% | −128,804−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −126,811−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −80,308−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −55,342−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −52,717−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −52,100−100.0% | Sold out |
| Odey Asset Management Group Ltd | 0 | $0 | 0.00% | −49,400−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −46,012−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −45,376−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −44,688−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −43,574−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −40,047−100.0% | Sold out |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −34,621−100.0% | Sold out |
| Helios Capital Management Pte. Ltd | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −32,433−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −31,509−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −27,200−100.0% | Sold out |