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 |
|---|---|---|---|---|---|
| JustInvest LLC | 49,643 | $4.34M | 0.21% | +6,455+14.9% | Added |
| Banque Cantonale Vaudoise | 49,475 | $4.32M | 0.19% | 00.0% | Unchanged |
| DCM Advisors, LLC | 49,396 | $4.32M | 1.53% | −6,828−12.1% | Reduced |
| Jupiter Wealth Management LLC | 49,354 | $4.31M | 2.70% | −26,968−35.3% | Reduced |
| Donaldson Capital Management, LLC | 49,277 | $4.31M | 0.20% | +4,061+9.0% | Added |
| First Hawaiian Bank | 49,064 | $4.29M | 0.13% | +673+1.4% | Added |
| Churchill Management Corp | 49,028 | $4.29M | 0.08% | +49,028 | New |
| Private Wealth Partners, LLC | 48,870 | $4.27M | 0.38% | −3,045−5.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 48,840 | $4.27M | 0.07% | +8,650+21.5% | Added |
| Moody National Bank Trust Division | 48,802 | $4.26M | 0.13% | −6,281−11.4% | Reduced |
| Corient Capital Partners, LLC | 48,563 | $4.24M | 0.28% | +91+0.2% | Added |
| SkyOak Wealth, LLC | 48,552 | $4.24M | 1.18% | +725+1.5% | Added |
| Cumberland Partners Ltd | 48,240 | $4.22M | 0.32% | −11,350−19.0% | Reduced |
| Transcend Wealth Collective, LLC | 48,197 | $4.21M | 0.38% | +81+0.2% | Added |
| Highland Capital Management, LLC | 48,140 | $4.21M | 0.25% | +45,040+1,452.9% | Added |
| Veritable, L.P. | 47,181 | $4.12M | 0.06% | +1,435+3.1% | Added |
| Federation des caisses Desjardins du Quebec | 47,033 | $4.11M | 0.04% | +1,423+3.1% | Added |
| LGT Fund Management Co Ltd. | 47,000 | $4.09M | 0.54% | −46,000−49.5% | Reduced |
| Mount Lucas Management LP | 46,749 | $4.09M | 1.19% | −4,391−8.6% | Reduced |
| Sigma Planning Corp | 46,319 | $4.05M | 0.12% | +7,127+18.2% | Added |
| Intact Investment Management Inc. | 45,900 | $4.01M | 0.10% | +30,400+196.1% | Added |
| Advisor Partners LLC | 45,704 | $4.00M | 0.25% | +107+0.2% | Added |
| Benson Investment Management Company, Inc. | 45,561 | $3.98M | 2.00% | +120+0.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 45,400 | $3.97M | 0.05% | +8,225+22.1% | Added |
| Mayflower Financial Advisors, LLC | 45,201 | $3.95M | 0.53% | +466+1.0% | Added |
| Squarepoint Ops LLC | 44,674 | $3.90M | 0.03% | −51,822−53.7% | Reduced |
| Massmutual Trust Co FSB | 44,185 | $3.86M | 0.15% | +389+0.9% | Added |
| KCS Wealth Advisory | 43,928 | $3.84M | 1.78% | +1,274+3.0% | Added |
| Huntington National Bank | 43,796 | $3.83M | 0.04% | −172−0.4% | Reduced |
| Connectus Wealth, LLC | 38,858 | $3.82M | 0.12% | −21,911−36.1% | Reduced |
| Roanoke Asset Management Corp | 43,688 | $3.82M | 1.42% | −1,100−2.5% | Reduced |
| Joel Isaacson & Co., LLC | 44,125 | $3.82M | 0.28% | +26+0.1% | Added |
| Industrial Alliance Investment Management Inc. | 43,638 | $3.81M | 0.09% | −1,966−4.3% | Reduced |
| CWM, LLC | 43,398 | $3.79M | 0.03% | −5,494−11.2% | Reduced |
| Level Four Advisory Services, LLC | 43,347 | $3.79M | 0.30% | +1,103+2.6% | Added |
| Institutional & Family Asset Management, LLC | 43,105 | $3.77M | 0.59% | +543+1.3% | Added |
| Regent Investment Management LLC | 42,870 | $3.75M | 0.87% | +1,400+3.4% | Added |
| Patten & Patten Inc | 42,707 | $3.73M | 0.27% | +2,432+6.0% | Added |
| Hancock Whitney Corp | 42,491 | $3.71M | 0.13% | +648+1.5% | Added |
| Parallel Advisors, LLC | 41,067 | $3.71M | 0.15% | +11,505+38.9% | Added |
| Comerica Securities,inc. | 42,115 | $3.68M | 0.25% | −984−2.3% | Reduced |
| Eagle Asset Management Inc | 42,090 | $3.68M | 0.02% | +13,309+46.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 41,843 | $3.66M | 0.32% | +3,806+10.0% | Added |
| A. D. Beadell Investment Counsel, Inc. | 41,760 | $3.65M | 2.42% | −1,040−2.4% | Reduced |
| Stephens Inc | 41,586 | $3.63M | 0.06% | +3,089+8.0% | Added |
| Tocqueville Asset Management L.P. | 41,251 | $3.60M | 0.05% | +200+0.5% | Added |
| Avantax Advisory Services, Inc. | 41,077 | $3.59M | 0.05% | +4,217+11.4% | Added |
| Vestmark Advisory Solutions, Inc. | 41,029 | $3.59M | 0.20% | +1,892+4.8% | Added |
| Mark Stevens | 40,035 | $3.50M | 0.39% | −7,293−15.4% | Reduced |
| Lee Capital Holdings LLC | 40,000 | $3.50M | 1.99% | +15,000+60.0% | Added |
| Maltese Capital Management LLC | 40,000 | $3.50M | 0.66% | +10,000+33.3% | Added |
| First Manhattan Co | 39,989 | $3.49M | 0.01% | +38,265+2,219.5% | Added |
| Lincluden Management Ltd | 39,915 | $3.49M | 0.31% | −415−1.0% | Reduced |
| Hunter Associates Investment Management LLC | 39,464 | $3.45M | 1.11% | −2,459−5.9% | Reduced |
| Castleark Management LLC | 39,200 | $3.43M | 0.15% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 38,883 | $3.40M | 0.28% | −498−1.3% | Reduced |
| TBH Global Asset Management, LLC | 38,676 | $3.38M | 0.72% | −381−1.0% | Reduced |
| Seven Eight Capital, LP | 38,421 | $3.36M | 0.45% | −11,748−23.4% | Reduced |
| Assenagon Asset Management S.A. | 38,217 | $3.34M | 0.01% | +3,062+8.7% | Added |
| Xcel Wealth Management, LLC | 38,110 | $3.33M | 0.91% | +2,510+7.1% | Added |
| United Fire Group Inc | 38,000 | $3.32M | 1.71% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 37,855 | $3.31M | 0.53% | −21,875−36.6% | Reduced |
| Los Angeles Capital Management LLC | 37,480 | $3.28M | 0.01% | +6,931+22.7% | Added |
| Pathstone Family Office, LLC | 36,898 | $3.24M | 0.08% | −989−2.6% | Reduced |
| Brendel Financial Advisors LLC | 146,022 | $3.23M | 1.76% | +146,022 | New |
| Everence Capital Management Inc | 36,741 | $3.21M | 0.25% | 00.0% | Unchanged |
| Asio Capital, LLC | 36,574 | $3.20M | 0.90% | +17,849+95.3% | Added |
| Lido Advisors, LLC | 36,492 | $3.19M | 0.06% | +3,630+11.0% | Added |
| Sculati Wealth Management, LLC | 36,471 | $3.19M | 1.56% | +315+0.9% | Added |
| Deltec Asset Management LLC | 36,300 | $3.17M | 0.54% | +5,100+16.3% | Added |
| Raymond James Trust N.A. | 36,091 | $3.15M | 0.10% | +3,733+11.5% | Added |
| KCM Investment Advisors LLC | 35,875 | $3.13M | 0.11% | −1,288−3.5% | Reduced |
| Federated Hermes, Inc. | 35,787 | $3.13M | 0.01% | −54,074−60.2% | Reduced |
| Beacon Pointe Advisors, LLC | 35,741 | $3.12M | 0.04% | +21,368+148.7% | Added |
| Foster & Motley Inc | 35,345 | $3.09M | 0.24% | +5,331+17.8% | Added |
| Belpointe Asset Management LLC | 34,855 | $3.04M | 0.18% | +16,078+85.6% | Added |
| Dynamic Advisor Solutions LLC | 34,660 | $3.03M | 0.21% | +2,382+7.4% | Added |
| IMC-Chicago, LLC | 34,367 | $3.00M | 0.14% | +1,091+3.3% | Added |
| Cohen Klingenstein LLC | 31,400 | $2.96M | 0.12% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 33,844 | $2.96M | 0.13% | +6,677+24.6% | Added |
| Affinity Investment Advisors, LLC | 33,743 | $2.95M | 1.21% | −1,807−5.1% | Reduced |
| Greenleaf Trust | 33,621 | $2.94M | 0.04% | −391−1.1% | Reduced |
| Alerus Financial NA | 33,350 | $2.92M | 0.25% | −30,514−47.8% | Reduced |
| Symmetry Partners, LLC | 33,292 | $2.91M | 0.18% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 33,286 | $2.91M | 0.11% | −39,308−54.1% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 33,208 | $2.90M | 2.18% | +765+2.4% | Added |
| Integrated Advisors Network LLC | 33,193 | $2.90M | 0.17% | +8,186+32.7% | Added |
| Cresset Asset Management, LLC | 35,965 | $2.90M | 0.03% | −1,387−3.7% | Reduced |
| Aaron Wealth Advisors | 252,498 | $2.89M | 0.06% | +249,354+7,931.1% | Added |
| Morse Asset Management, Inc | 32,953 | $2.88M | 0.72% | −9,105−21.6% | Reduced |
| Varma Mutual Pension Insurance Co | 32,911 | $2.88M | 0.03% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 32,758 | $2.86M | 0.29% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 32,640 | $2.85M | 0.16% | −929−2.8% | Reduced |
| Capital International Inc | 32,623 | $2.85M | 0.03% | +3,679+12.7% | Added |
| Aureus Asset Management, LLC | 32,558 | $2.85M | 0.19% | +3,319+11.4% | Added |
| Power Corp of Canada | 32,205 | $2.81M | 0.23% | +32,205 | New |
| Independent Advisor Alliance | 32,137 | $2.81M | 0.14% | +5,668+21.4% | Added |
| Chase Investment Counsel Corp | 32,125 | $2.81M | 1.23% | −1,269−3.8% | Reduced |
| Northeast Investment Management | 31,356 | $2.74M | 0.14% | −3,926−11.1% | Reduced |
| Community Trust & Investment Co | 30,963 | $2.71M | 0.24% | +3,548+12.9% | Added |