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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 20,348 | $1.78M | 0.09% | −366−1.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 20,322 | $1.78M | 0.53% | +20,302+101,510.0% | Added |
| UBP Investment Advisors SA | 20,150 | $1.76M | 0.68% | +150+0.8% | Added |
| Stratos Wealth Partners, LTD. | 20,113 | $1.76M | 0.04% | +2,589+14.8% | Added |
| Alaethes Wealth LLC | 20,103 | $1.76M | 1.12% | +366+1.9% | Added |
| Clarkston Capital Partners, LLC | 20,052 | $1.75M | 0.03% | +9,991+99.3% | Added |
| Kovitz Investment Group Partners, LLC | 19,888 | $1.74M | 0.03% | −3,350−14.4% | Reduced |
| Capital Investment Advisors, LLC | 19,840 | $1.73M | 0.05% | +627+3.3% | Added |
| Balyasny Asset Management LLC | 19,828 | $1.73M | 0.01% | +19,828 | New |
| Profund Advisors LLC | 19,791 | $1.73M | 0.07% | −2,035−9.3% | Reduced |
| Coastline Trust Co | 19,755 | $1.73M | 0.21% | +3,350+20.4% | Added |
| Wright Investors Service Inc | 19,702 | $1.72M | 0.43% | +2,476+14.4% | Added |
| Hightower 6M Holding, LLC | 19,695 | $1.72M | 0.13% | +19,695 | New |
| Modera Wealth Management, LLC | 19,340 | $1.69M | 0.07% | −14,920−43.5% | Reduced |
| Balasa Dinverno & Foltz LLC | 19,152 | $1.67M | 0.11% | −62−0.3% | Reduced |
| Abbot Financial Management, Inc. | 19,120 | $1.67M | 0.82% | −600−3.0% | Reduced |
| Lazard Asset Management LLC | 19,032 | $1.66M | 0.00% | −2,813−12.9% | Reduced |
| Ascent Wealth Partners, LLC | 18,701 | $1.64M | 0.31% | +18,701 | New |
| Richard Bernstein Advisors LLC | 18,369 | $1.60M | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 29,756 | $1.60M | 0.04% | −2,080−6.5% | Reduced |
| Institute for Wealth Management, LLC. | 18,217 | $1.59M | 0.26% | +312+1.7% | Added |
| Brasada Capital Management, LP | 18,166 | $1.59M | 0.30% | +1,461+8.7% | Added |
| MAI Capital Management | 18,132 | $1.58M | 0.03% | −1,611−8.2% | Reduced |
| Cerity Partners LLC | 18,105 | $1.58M | 0.02% | −21,907−54.8% | Reduced |
| Insight Inv LLC | 18,020 | $1.57M | 1.43% | −135−0.7% | Reduced |
| Acropolis Investment Management, LLC | 18,005 | $1.57M | 0.14% | +60.0% | Added |
| Western Wealth Management, LLC | 17,967 | $1.57M | 0.08% | +9,470+111.5% | Added |
| McDonald Partners LLC | 17,912 | $1.56M | 0.34% | +17,912 | New |
| Leavell Investment Management, Inc. | 17,821 | $1.56M | 0.11% | +1,800+11.2% | Added |
| Tiemann Investment Advisors, LLC | 17,744 | $1.55M | 0.72% | −340−1.9% | Reduced |
| Decatur Capital Management, Inc. | 17,718 | $1.55M | 0.90% | +1,770+11.1% | Added |
| Trust Investment Advisors | 17,549 | $1.53M | 1.25% | +111+0.6% | Added |
| Bryn Mawr Trust Co | 17,353 | $1.52M | 0.06% | +41+0.2% | Added |
| TD Private Client Wealth LLC | 17,356 | $1.52M | 0.06% | −1,330−7.1% | Reduced |
| Systematic Alpha Investments, LLC | 17,326 | $1.51M | 0.07% | 00.0% | Unchanged |
| White Pine Capital LLC | 17,290 | $1.51M | 0.47% | +1,040+6.4% | Added |
| Hoey Investments, Inc | 17,156 | $1.50M | 0.42% | +9,669+129.1% | Added |
| Cullen/Frost Bankers, Inc. | 17,073 | $1.49M | 0.03% | +626+3.8% | Added |
| Brown Brothers Harriman & Co | 17,070 | $1.49M | 0.01% | +6,696+64.5% | Added |
| United Capital Financial Advisers, LLC | 16,913 | $1.48M | 0.01% | +5,330+46.0% | Added |
| Forum Financial Management, LP | 16,840 | $1.47M | 0.07% | +10.0% | Added |
| Linscomb & Williams, Inc. | 16,777 | $1.47M | 0.07% | +13,901+483.3% | Added |
| Strategic Advisors LLC | 16,704 | $1.46M | 0.25% | +16,704 | New |
| Keebeck Alpha, LP | 16,635 | $1.45M | 0.44% | +484+3.0% | Added |
| GPS Wealth Strategies Group, LLC | 16,603 | $1.45M | 0.33% | −254−1.5% | Reduced |
| Redwood Investment Management, LLC | 16,598 | $1.45M | 0.22% | +1,749+11.8% | Added |
| South State Corp. | 16,420 | $1.44M | 0.11% | −2,446−13.0% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 16,331 | $1.43M | 0.39% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 16,210 | $1.42M | 0.02% | +16,210 | New |
| Boston Private Wealth LLC | 16,029 | $1.40M | 0.02% | +332+2.1% | Added |
| San Luis Wealth Advisors LLC | 14,244 | $1.40M | 0.68% | +14,244 | New |
| Davenport & Co LLC | 15,895 | $1.39M | 0.01% | +4,120+35.0% | Added |
| Altrafin AG | 15,783 | $1.38M | 0.54% | −8,045−33.8% | Reduced |
| Vident Investment Advisory, LLC | 15,770 | $1.38M | 0.04% | −2,038−11.4% | Reduced |
| Oak Asset Management, LLC | 15,728 | $1.38M | 0.54% | +50+0.3% | Added |
| Intrust Bank NA | 15,664 | $1.37M | 0.17% | −257−1.6% | Reduced |
| Duff & Phelps Investment Management Co | 15,611 | $1.36M | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 15,513 | $1.36M | 0.15% | −239−1.5% | Reduced |
| Buckley Wealth Management, LLC | 15,492 | $1.35M | 0.37% | +3,082+24.8% | Added |
| Bradley Foster & Sargent Inc | 15,415 | $1.35M | 0.03% | +5,241+51.5% | Added |
| Altium Wealth Management LLC | 15,351 | $1.34M | 0.09% | −254−1.6% | Reduced |
| TrimTabs Asset Management, LLC | 15,308 | $1.34M | 0.45% | −1,186−7.2% | Reduced |
| Diligent Investors, LLC | 15,272 | $1.33M | 0.39% | +402+2.7% | Added |
| Conning Inc. | 15,272 | $1.33M | 0.04% | +754+5.2% | Added |
| Am Investment Strategies LLC | 15,177 | $1.33M | 0.35% | +452+3.1% | Added |
| Longfellow Investment Management Co LLC | 15,122 | $1.32M | 0.21% | +15,122 | New |
| Red Cedar Investment Management, LLC | 15,116 | $1.32M | 0.18% | +7,615+101.5% | Added |
| Allen Investment Management LLC | 15,084 | $1.32M | 0.02% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 15,035 | $1.31M | 0.71% | +645+4.5% | Added |
| Kinneret Advisory, LLC | 15,015 | $1.31M | 0.14% | +336+2.3% | Added |
| Baader Bank INC | 15,000 | $1.31M | 0.11% | 00.0% | Unchanged |
| Opus Investment Management Inc | 15,000 | $1.31M | 0.20% | +15,000 | New |
| Tokio Marine Asset Management Co Ltd | 14,929 | $1.30M | 0.10% | +1,562+11.7% | Added |
| Zullo Investment Group, Inc. | 14,897 | $1.30M | 0.68% | +23+0.2% | Added |
| SevenBridge Financial Group, LLC | 14,803 | $1.29M | 0.45% | −1,017−6.4% | Reduced |
| Northwest & Ethical Investments L.P. | 14,784 | $1.29M | 0.04% | +879+6.3% | Added |
| Marvin & Palmer Associates Inc | 14,777 | $1.29M | 0.58% | −105,746−87.7% | Reduced |
| Gladstone Institutional Advisory LLC | 14,737 | $1.29M | 0.09% | +4,316+41.4% | Added |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.28M | 0.51% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 14,687 | $1.28M | 0.06% | −698−4.5% | Reduced |
| Checchi Capital Advisers, LLC | 14,509 | $1.27M | 0.13% | +232+1.6% | Added |
| Wedbush Securities Inc | 14,491 | $1.27M | 0.06% | −391−2.6% | Reduced |
| Csenge Advisory Group | 14,470 | $1.26M | 0.10% | +87+0.6% | Added |
| Ashton Thomas Private Wealth, LLC | 14,430 | $1.26M | 0.11% | +2,641+22.4% | Added |
| Parkside Investments, LLC | 14,400 | $1.26M | 0.25% | +2,400+20.0% | Added |
| Somerset Trust Co | 14,321 | $1.25M | 0.48% | +90+0.6% | Added |
| Citizens Financial Group Inc | 14,304 | $1.25M | 0.04% | +561+4.1% | Added |
| Trust Asset Management LLC | 14,271 | $1.25M | 0.15% | +64+0.5% | Added |
| 1st Source Bank | 14,194 | $1.24M | 0.08% | +580+4.3% | Added |
| Apollon Wealth Management, LLC | 14,145 | $1.24M | 0.09% | +3,248+29.8% | Added |
| Unigestion Holding SA | 13,574 | $1.23M | 0.05% | +23+0.2% | Added |
| Diversified Trust Co | 14,009 | $1.22M | 0.04% | +2,321+19.9% | Added |
| Atlas Private Wealth Management | 13,947 | $1.22M | 0.71% | +180+1.3% | Added |
| S&CO Inc | 13,915 | $1.22M | 0.09% | 00.0% | Unchanged |
| JB Capital LLC | 13,905 | $1.22M | 0.12% | +1,031+8.0% | Added |
| Granger Management LLC | 13,887 | $1.21M | 0.32% | +13,887 | New |
| Mather Group, LLC. | 13,778 | $1.20M | 0.02% | +1,411+11.4% | Added |
| Lavaca Capital LLC | 13,762 | $1.20M | 0.52% | +710+5.4% | Added |
| Kesler, Norman & Wride, LLC | 13,758 | $1.20M | 0.27% | −173−1.2% | Reduced |
| ARGI Investment Services, LLC | 13,758 | $1.20M | 0.04% | +754+5.8% | Added |