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 |
|---|---|---|---|---|---|
| Core Alternative Capital | 86,565 | $7.57M | 2.02% | −21,361−19.8% | Reduced |
| Metropolitan Life Insurance Co | 86,025 | $7.52M | 0.27% | −74,689−46.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 85,796 | $7.50M | 0.16% | −17,783−17.2% | Reduced |
| Prospera Financial Services Inc | 85,377 | $7.46M | 0.31% | −4,263−4.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 85,131 | $7.46M | 0.01% | +62,982+284.4% | Added |
| CMT Capital Markets Trading GmbH | 85,173 | $7.44M | 3.33% | +58,615+220.7% | Added |
| McGuire Investment Group, LLC | 84,429 | $7.38M | 1.35% | +409+0.5% | Added |
| YHB Investment Advisors, Inc. | 84,094 | $7.35M | 0.65% | −1,842−2.1% | Reduced |
| Hourglass Capital, LLC | 83,762 | $7.32M | 2.29% | −11,891−12.4% | Reduced |
| Ethic Inc. | 83,144 | $7.27M | 0.50% | +2,128+2.6% | Added |
| New Mexico Educational Retirement Board | 82,410 | $7.20M | 0.27% | −6,700−7.5% | Reduced |
| Burns J W & Co Inc | 82,292 | $7.19M | 1.14% | −70.0% | Reduced |
| Credit Agricole S A | 82,035 | $7.17M | 0.22% | +4,649+6.0% | Added |
| Capital Group Private Client Services, Inc. | 81,443 | $7.12M | 0.08% | +81,443 | New |
| People's United Financial, Inc. | 81,343 | $7.11M | 0.20% | −10,556−11.5% | Reduced |
| D.A. Davidson & Co. | 81,206 | $7.10M | 0.08% | +7,581+10.3% | Added |
| Capital Analysts, LLC | 81,066 | $7.08M | 0.45% | +2,485+3.2% | Added |
| EJF Capital LLC | 81,000 | $7.08M | 0.76% | +81,000 | New |
| Westbourne Investment Advisors, Inc. | 78,572 | $6.87M | 2.84% | +375+0.5% | Added |
| Nicholas Investment Partners, LP | 78,224 | $6.84M | 0.49% | −14,276−15.4% | Reduced |
| Cetera Investment Advisers | 84,891 | $6.79M | 0.10% | +4,816+6.0% | Added |
| Oak Harvest Investment Services | 77,609 | $6.78M | 1.68% | +5,854+8.2% | Added |
| Twin Capital Management Inc | 77,213 | $6.75M | 0.73% | −3,165−3.9% | Reduced |
| Atria Investments LLC | 75,792 | $6.62M | 0.12% | +4,746+6.7% | Added |
| Wolverine Asset Management LLC | 75,202 | $6.57M | 0.08% | +58,048+338.4% | Added |
| Swarthmore Group Inc | 74,949 | $6.55M | 1.67% | −817−1.1% | Reduced |
| Gradient Investments LLC | 74,252 | $6.49M | 0.17% | −2,792−3.6% | Reduced |
| First Citizens Bank & Trust Co | 73,442 | $6.42M | 0.25% | +2,480+3.5% | Added |
| Illinois Municipal Retirement Fund | 73,409 | $6.42M | 0.19% | +1,452+2.0% | Added |
| Connors Investor Services Inc | 73,081 | $6.39M | 0.66% | −1,500−2.0% | Reduced |
| German American Bancorp, Inc. | 72,586 | $6.34M | 0.93% | +438+0.6% | Added |
| BW Gestao de Investimentos Ltda. | 71,182 | $6.22M | 1.32% | +71,182 | New |
| D L Carlson Investment Group Inc | 70,586 | $6.17M | 1.03% | −11,132−13.6% | Reduced |
| Cutler Group LP | 70,349 | $6.15M | 0.57% | +38,871+123.5% | Added |
| Prudential PLC | 70,286 | $6.14M | 0.09% | +34,166+94.6% | Added |
| Hudson Bay Capital Management LP | 70,000 | $6.12M | 0.09% | −5,000−6.7% | Reduced |
| Cna Financial Corp | 70,000 | $6.12M | 1.90% | +70,000 | New |
| Baugh & Associates, LLC | 69,857 | $6.11M | 3.59% | −375−0.5% | Reduced |
| Carlson Capital L P | 69,000 | $6.03M | 0.41% | −165,300−70.6% | Reduced |
| Capital International Sarl | 68,640 | $6.00M | 0.30% | +57,071+493.3% | Added |
| Gibraltar Capital Management, Inc. | 68,612 | $6.00M | 2.49% | +217+0.3% | Added |
| Private Advisor Group, LLC | 68,487 | $5.99M | 0.05% | +8,159+13.5% | Added |
| Trexquant Investment LP | 68,280 | $5.97M | 0.28% | +3,344+5.1% | Added |
| Oliver Luxxe Assets LLC | 67,230 | $5.88M | 1.49% | −206−0.3% | Reduced |
| Old Second National Bank of Aurora | 67,136 | $5.87M | 1.47% | +16,074+31.5% | Added |
| Avitas Wealth Management LLC | 66,586 | $5.82M | 1.05% | −2,495−3.6% | Reduced |
| Ameritas Investment Partners, Inc. | 66,463 | $5.81M | 0.21% | −84−0.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 65,113 | $5.69M | 0.38% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 64,903 | $5.67M | 0.73% | +38,959+150.2% | Added |
| Central Bank & Trust Co | 64,800 | $5.66M | 0.90% | +3,936+6.5% | Added |
| Central Trust Co | 64,715 | $5.66M | 0.16% | +3,066+5.0% | Added |
| Prime Capital Investment Advisors, LLC | 56,929 | $5.59M | 0.31% | −546−0.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 63,839 | $5.58M | 0.12% | −8,214−11.4% | Reduced |
| Meyer Handelman Co | 63,346 | $5.54M | 0.21% | −252−0.4% | Reduced |
| Iowa State Bank | 62,331 | $5.45M | 1.26% | −1,825−2.8% | Reduced |
| Cito Capital Group, LLC | 61,948 | $5.41M | 2.47% | −8,200−11.7% | Reduced |
| Wills Financial Group, Inc. | 61,739 | $5.40M | 2.27% | −1,053−1.7% | Reduced |
| Northern Oak Wealth Management Inc | 61,584 | $5.38M | 0.66% | +1,582+2.6% | Added |
| Signet Financial Management, LLC | 61,436 | $5.37M | 0.90% | +331+0.5% | Added |
| Spectrum Management Group, LLC | 61,041 | $5.33M | 0.85% | −24,433−28.6% | Reduced |
| Cullinan Associates Inc | 60,666 | $5.30M | 0.28% | +55,625+1,103.5% | Added |
| Engineers Gate Manager LP | 60,624 | $5.30M | 0.21% | +60,624 | New |
| Catalyst Capital Advisors LLC | 60,600 | $5.30M | 0.23% | −4,650−7.1% | Reduced |
| Glenview Trust Co | 60,560 | $5.29M | 0.17% | +787+1.3% | Added |
| Norinchukin Bank, The | 59,149 | $5.17M | 0.07% | +11,319+23.7% | Added |
| Baxter Bros Inc | 59,077 | $5.16M | 0.78% | +85+0.1% | Added |
| First National Bank of Omaha | 58,874 | $5.15M | 0.26% | −17,487−22.9% | Reduced |
| CenterStar Asset Management, LLC | – | $5.11M | 3.56% | – | – |
| HRT Financial LP | 58,131 | $5.08M | 0.04% | +41,359+246.6% | Added |
| Virginia Retirement Systems Et Al | 58,100 | $5.08M | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 57,776 | $5.05M | 0.05% | −1,140,222−95.2% | Reduced |
| Assetmark, Inc | 56,952 | $4.98M | 0.02% | +21,866+62.3% | Added |
| Canandaigua National Corp | 56,721 | $4.96M | 0.75% | −2,902−4.9% | Reduced |
| Mizuho Markets Cayman LP | 56,670 | $4.95M | 0.53% | −383−0.7% | Reduced |
| Shell Asset Management Co | 56,359 | $4.93M | 0.12% | −2,647−4.5% | Reduced |
| Coldstream Capital Management Inc | 56,348 | $4.92M | 0.17% | −51,721−47.9% | Reduced |
| Allstate Corp | 56,151 | $4.91M | 0.13% | −62,892−52.8% | Reduced |
| Neville Rodie & Shaw Inc | 56,200 | $4.89M | 0.36% | +250+0.4% | Added |
| Principal Street Partners, LLC | 55,696 | $4.87M | 1.12% | +4,039+7.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 54,827 | $4.79M | 0.69% | +19,296+54.3% | Added |
| Jackson Wealth Management, LLC | 54,763 | $4.79M | 0.66% | +54,763 | New |
| Impax Asset Management Group plc | 54,720 | $4.78M | 0.02% | +54,720 | New |
| MainStreet Investment Advisors LLC | 54,677 | $4.78M | 0.45% | −170−0.3% | Reduced |
| Elk River Wealth Management, LLC | 54,400 | $4.75M | 1.04% | +3,689+7.3% | Added |
| FDx Advisors, Inc. | 54,071 | $4.73M | 0.16% | +4,646+9.4% | Added |
| Heritage Trust Co | 53,944 | $4.71M | 0.67% | +9,085+20.3% | Added |
| Contravisory Investment Management, Inc. | 53,794 | $4.70M | 1.33% | −423−0.8% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 53,267 | $4.66M | 2.15% | −20,510−27.8% | Reduced |
| Nomura Holdings Inc | 56,017 | $4.62M | 0.04% | −43,262−43.6% | Reduced |
| Logan Capital Management Inc | 52,511 | $4.59M | 0.22% | +14,190+37.0% | Added |
| Albion Financial Group | 52,430 | $4.58M | 0.39% | +3,115+6.3% | Added |
| Hudson Valley Investment Advisors Inc | 52,300 | $4.57M | 0.62% | −1,293−2.4% | Reduced |
| LGT Group Foundation | 52,481 | $4.57M | 0.11% | −8,145−13.4% | Reduced |
| AE Wealth Management LLC | 52,158 | $4.56M | 0.03% | +24,540+88.9% | Added |
| Consolidated Investment Group LLC | 51,600 | $4.51M | 0.74% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 51,500 | $4.50M | 0.32% | +458+0.9% | Added |
| Atria Wealth Solutions, Inc. | 50,628 | $4.42M | 0.07% | +50,628 | New |
| TownSquare Capital, LLC | 50,489 | $4.41M | 0.11% | +5,367+11.9% | Added |
| Kessler Investment Group, LLC | 50,351 | $4.40M | 2.55% | −257−0.5% | Reduced |
| Desjardins Global Asset Management Inc. | 50,096 | $4.38M | 0.38% | −58,707−54.0% | Reduced |