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 |
|---|---|---|---|---|---|
| NVWM, LLC | 30,871 | $2.70M | 0.86% | +14,535+89.0% | Added |
| Lipe & Dalton | 30,826 | $2.69M | 1.32% | −349−1.1% | Reduced |
| Meritage Portfolio Management | 30,438 | $2.66M | 0.16% | +30,438 | New |
| Kestra Private Wealth Services, LLC | 30,048 | $2.63M | 0.13% | +6,523+27.7% | Added |
| Caption Management, LLC | 30,000 | $2.62M | 0.17% | −10,000−25.0% | Reduced |
| Gifford Fong Associates | 30,000 | $2.62M | 0.48% | 00.0% | Unchanged |
| Van Eck Associates Corp | 29,824 | $2.61M | 0.01% | +3,774+14.5% | Added |
| Veriti Management LLC | 29,329 | $2.56M | 0.31% | +3,067+11.7% | Added |
| Prelude Capital Management, LLC | 29,157 | $2.55M | 0.12% | −10,732−26.9% | Reduced |
| Occidental Asset Management, LLC | 29,072 | $2.54M | 0.65% | +110+0.4% | Added |
| Palisade Asset Management, LLC | 28,956 | $2.53M | 0.29% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 28,908 | $2.53M | 0.24% | −40,116−58.1% | Reduced |
| Carret Asset Management, LLC | 28,778 | $2.52M | 0.29% | +1,130+4.1% | Added |
| Equitable Trust Co | 28,528 | $2.49M | 0.16% | −615−2.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 28,315 | $2.48M | 0.03% | +1,705+6.4% | Added |
| Venture Visionary Partners LLC | 28,175 | $2.46M | 0.16% | −619−2.1% | Reduced |
| Paloma Partners Management Co | 28,138 | $2.46M | 0.19% | −61,228−68.5% | Reduced |
| Park Avenue Securities LLC | 28,146 | $2.46M | 0.04% | −34−0.1% | Reduced |
| Lincoln National Corp | 28,125 | $2.43M | 0.05% | +2,348+9.1% | Added |
| Empirical Finance, LLC | 27,758 | $2.43M | 0.27% | +2,863+11.5% | Added |
| Union Heritage Capital, LLC | 27,747 | $2.42M | 1.35% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 27,624 | $2.41M | 0.03% | −5,546−16.7% | Reduced |
| Freedom Day Solutions, LLC | 27,476 | $2.40M | 1.03% | −973−3.4% | Reduced |
| Dimension Capital Management LLC | 27,157 | $2.37M | 0.44% | −54−0.2% | Reduced |
| Culbertson A N & Co Inc | 26,805 | $2.34M | 0.44% | +2,700+11.2% | Added |
| Great Diamond Partners, LLC | 26,733 | $2.34M | 0.65% | −8,523−24.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 26,687 | $2.33M | 0.28% | +26,687 | New |
| HCR Wealth Advisors | 26,548 | $2.32M | 0.38% | +89+0.3% | Added |
| Next Level Private LLC | 26,248 | $2.29M | 1.85% | −33−0.1% | Reduced |
| Cetera Advisor Networks LLC | 26,646 | $2.28M | 0.03% | −12,421−31.8% | Reduced |
| Heron Financial Group, LLC | 26,038 | $2.28M | 1.18% | −754−2.8% | Reduced |
| HB Wealth Management, LLC | 26,009 | $2.27M | 0.04% | +393+1.5% | Added |
| Ritholtz Wealth Management | 25,904 | $2.26M | 0.15% | +916+3.7% | Added |
| KMG Fiduciary Partners, LLC | 25,809 | $2.26M | 0.36% | −7,655−22.9% | Reduced |
| Caldwell Trust Co | 25,747 | $2.25M | 0.27% | +7,076+37.9% | Added |
| Moors & Cabot, Inc. | 29,626 | $2.20M | 0.14% | +7,800+35.7% | Added |
| Greenwich Wealth Management LLC | 25,123 | $2.20M | 0.22% | −162−0.6% | Reduced |
| Advisory Services Network, LLC | 25,074 | $2.19M | 0.06% | +437+1.8% | Added |
| American National Insurance Co | 25,000 | $2.19M | 0.59% | −4,975−16.6% | Reduced |
| New England Research & Management, Inc. | 24,993 | $2.18M | 1.13% | +2,876+13.0% | Added |
| Axxcess Wealth Management, LLC | 24,848 | $2.17M | 0.17% | −39,063−61.1% | Reduced |
| Sumitomo Life Insurance Co | 24,840 | $2.17M | 0.05% | −397−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 24,844 | $2.17M | 0.07% | +6,220+33.4% | Added |
| City Holding Co | 24,820 | $2.17M | 0.35% | −150−0.6% | Reduced |
| National Asset Management, Inc. | 24,792 | $2.17M | 0.07% | −2,890−10.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 24,525 | $2.14M | 0.04% | −5,311−17.8% | Reduced |
| Koshinski Asset Management, Inc. | 24,431 | $2.14M | 0.18% | −1,238−4.8% | Reduced |
| Bank of New Hampshire | 24,313 | $2.13M | 0.52% | −44−0.2% | Reduced |
| Texas Yale Capital Corp. | 24,305 | $2.12M | 0.12% | +250+1.0% | Added |
| Cigna Investments Inc | 24,064 | $2.10M | 0.26% | −7,840−24.6% | Reduced |
| Hudson Canyon Capital Management | 24,050 | $2.10M | 1.66% | −794−3.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 23,990 | $2.10M | 0.11% | −7,160−23.0% | Reduced |
| Regions Financial Corp | 23,880 | $2.09M | 0.02% | −3,941−14.2% | Reduced |
| Stolper Co | 23,840 | $2.08M | 0.88% | +23,840 | New |
| Centaurus Financial, Inc. | 23,835 | $2.08M | 0.16% | +8,982+60.5% | Added |
| IPG Investment Advisors LLC | 23,775 | $2.08M | 0.40% | +10,975+85.7% | Added |
| Signaturefd, LLC | 23,755 | $2.08M | 0.06% | +415+1.8% | Added |
| IndexIQ Advisors LLC | 23,701 | $2.07M | 0.07% | −346−1.4% | Reduced |
| Arcus Capital Partners, LLC | 23,691 | $2.07M | 0.74% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 23,489 | $2.05M | 0.08% | +19,411+476.0% | Added |
| Arrow Financial Corp | 23,245 | $2.03M | 0.24% | −125−0.5% | Reduced |
| TCTC Holdings, LLC | 23,090 | $2.02M | 0.08% | 00.0% | Unchanged |
| Clarius Group, LLC | 20,513 | $2.01M | 0.16% | 00.0% | Unchanged |
| Clear Street Markets LLC | 22,780 | $1.99M | 0.60% | −74,470−76.6% | Reduced |
| Griffin Asset Management, Inc. | 22,715 | $1.99M | 0.26% | +1,540+7.3% | Added |
| Spire Wealth Management | 22,542 | $1.97M | 0.05% | −88−0.4% | Reduced |
| Cacti Asset Management LLC | 22,000 | $1.95M | 0.16% | 00.0% | Unchanged |
| Charles Carroll Financial Partners, LLC | 22,278 | $1.95M | 2.02% | −800−3.5% | Reduced |
| We Are One Seven, LLC | 22,249 | $1.95M | 0.21% | −899−3.9% | Reduced |
| Synovus Financial Corp | 22,153 | $1.94M | 0.02% | −2,880−11.5% | Reduced |
| Metis Global Partners, LLC | 22,104 | $1.93M | 0.23% | +9,510+75.5% | Added |
| Baldwin Investment Management, LLC | 22,055 | $1.93M | 0.54% | +757+3.6% | Added |
| Goodwin Daniel L | 22,000 | $1.92M | 0.83% | 00.0% | Unchanged |
| Viking Fund Management LLC | 22,000 | $1.92M | 0.44% | +22,000 | New |
| Savant Capital, LLC | 21,976 | $1.92M | 0.06% | +673+3.2% | Added |
| Capital Markets Trading UK LLP | 21,821 | $1.91M | 1.78% | +21,821 | New |
| Y-Intercept (Hong Kong) Ltd | 21,524 | $1.88M | 0.43% | +3,749+21.1% | Added |
| Adell Harriman & Carpenter Inc | 21,513 | $1.88M | 0.18% | +8,575+66.3% | Added |
| Capital International Ltd | 21,510 | $1.88M | 0.11% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 21,491 | $1.88M | 0.11% | +2,111+10.9% | Added |
| Courier Capital LLC | 21,440 | $1.87M | 0.19% | −650−2.9% | Reduced |
| Argus Investors' Counsel, Inc. | 21,420 | $1.87M | 1.20% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 21,387 | $1.87M | 0.36% | −4,781−18.3% | Reduced |
| Vestcor Inc | 21,289 | $1.86M | 0.06% | +4,399+26.0% | Added |
| Capital Investment Counsel, Inc | 21,218 | $1.85M | 0.39% | −1,124−5.0% | Reduced |
| Toroso Investments, LLC | 21,135 | $1.85M | 0.06% | +894+4.4% | Added |
| CAPROCK Group, Inc. | 21,115 | $1.84M | 0.17% | −508−2.3% | Reduced |
| IBM Retirement Fund | 21,092 | $1.84M | 0.26% | −1,589−7.0% | Reduced |
| IFG Advisory, LLC | 20,948 | $1.83M | 0.18% | −1,027−4.7% | Reduced |
| Essex Investment Management Co LLC | 20,801 | $1.82M | 0.23% | −2,962−12.5% | Reduced |
| TCG Advisory Services, LLC | 20,773 | $1.82M | 0.50% | +3,613+21.1% | Added |
| YorkBridge Wealth Partners, LLC | 20,694 | $1.81M | 0.40% | +20,694 | New |
| American National Registered Investment Advisor, Inc. | 20,680 | $1.81M | 0.65% | −716−3.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 20,679 | $1.81M | 0.38% | +391+1.9% | Added |
| Convergence Investment Partners, LLC | 20,653 | $1.80M | 0.93% | +279+1.4% | Added |
| Westwood Holdings Group Inc. | 20,618 | $1.80M | 0.02% | +1,295+6.7% | Added |
| Edgestream Partners, L.P. | 20,508 | $1.79M | 0.14% | −4,091−16.6% | Reduced |
| Prudent Man Advisors, LLC | 20,428 | $1.78M | 0.72% | −1,469−6.7% | Reduced |
| Pitcairn Co | 20,385 | $1.78M | 0.16% | −383−1.8% | Reduced |
| Dakota Wealth Management | 20,367 | $1.78M | 0.15% | +5,694+38.8% | Added |