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 |
|---|---|---|---|---|---|
| Compton Wealth Advisory Group, LLC | 13,745 | $1.20M | 0.46% | +990+7.8% | Added |
| Cetera Advisors LLC | 13,670 | $1.20M | 0.02% | +1,717+14.4% | Added |
| SeaCrest Wealth Management, LLC | 13,562 | $1.19M | 0.14% | +337+2.5% | Added |
| Parsons Capital Management Inc | 13,546 | $1.18M | 0.09% | −871−6.0% | Reduced |
| Excalibur Management Corp | 13,542 | $1.18M | 0.51% | −81−0.6% | Reduced |
| Amica Retiree Medical Trust | 13,517 | $1.18M | 1.10% | −931−6.4% | Reduced |
| Icon Advisers Inc | 13,500 | $1.18M | 0.20% | −100−0.7% | Reduced |
| Systematic Financial Management LP | 13,500 | $1.18M | 0.04% | 00.0% | Unchanged |
| Fractal Investments LLC | 13,464 | $1.18M | 0.35% | −7,623−36.2% | Reduced |
| FourThought Financial, LLC | 13,457 | $1.18M | 0.15% | −263−1.9% | Reduced |
| Abbrea Capital, LLC | 13,450 | $1.18M | 0.16% | −25−0.2% | Reduced |
| Investors Research Corp | 13,416 | $1.17M | 0.33% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 13,344 | $1.17M | 0.07% | +1,287+10.7% | Added |
| Golden Green, Inc. | 13,321 | $1.16M | 0.96% | +10,203+327.2% | Added |
| Boston Partners | 13,297 | $1.16M | 0.00% | −1,261−8.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,235 | $1.16M | 0.13% | −661−4.8% | Reduced |
| AdvisorNet Financial, Inc | 13,230 | $1.16M | 0.07% | −569−4.1% | Reduced |
| Wealth Effects LLC | 13,127 | $1.15M | 0.54% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 13,074 | $1.14M | 0.05% | +2,266+21.0% | Added |
| Howland Capital Management LLC | 13,058 | $1.14M | 0.06% | +29+0.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 13,017 | $1.14M | 0.01% | −39,598−75.3% | Reduced |
| TLWM | 12,890 | $1.13M | 0.39% | +669+5.5% | Added |
| First National Trust Co | 12,922 | $1.13M | 0.06% | +20+0.2% | Added |
| Wealthcare Advisory Partners LLC | 12,918 | $1.13M | 0.07% | +404+3.2% | Added |
| Van Leeuwen & Company, LLC | 12,885 | $1.13M | 0.83% | −13,984−52.0% | Reduced |
| Fulton Bank, N.A. | 12,830 | $1.12M | 0.05% | +45+0.4% | Added |
| Columbia Trust Co 01012016 | 13,239 | $1.12M | 0.53% | +2,684+25.4% | Added |
| Dorsey & Whitney Trust CO LLC | 12,814 | $1.12M | 0.10% | −205−1.6% | Reduced |
| Berkshire Asset Management LLC | 12,816 | $1.12M | 0.07% | +58+0.5% | Added |
| Washburn Capital Management, Inc. | 12,815 | $1.12M | 0.73% | +1,950+17.9% | Added |
| Strategic Investment Advisors | 12,769 | $1.12M | 0.21% | +1,046+8.9% | Added |
| Ballentine Partners, LLC | 12,718 | $1.11M | 0.03% | −290−2.2% | Reduced |
| Freedman Financial Associates, Inc. | 12,714 | $1.11M | 0.76% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 12,705 | $1.11M | 1.48% | +8,794+224.9% | Added |
| King Luther Capital Management Corp | 11,136 | $1.10M | 0.01% | +1,826+19.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.10M | 0.36% | 00.0% | Unchanged |
| SRN Advisors, LLC | 12,597 | $1.10M | 0.49% | +186+1.5% | Added |
| Principle Wealth Partners LLC | 12,588 | $1.10M | 0.12% | +30.0% | Added |
| Delta Asset Management LLC | 12,516 | $1.09M | 0.11% | 00.0% | Unchanged |
| Maven Securities LTD | 12,520 | $1.09M | 0.23% | +5,004+66.6% | Added |
| Long Run Wealth Advisors, LLC | 12,449 | $1.09M | 0.38% | +1,259+11.3% | Added |
| Viewpoint Capital Management LLC | 12,449 | $1.09M | 0.84% | +50+0.4% | Added |
| Gotham Asset Management, LLC | 12,395 | $1.08M | 0.03% | −2,960−19.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,304 | $1.07M | 0.38% | −86−0.7% | Reduced |
| IFP Advisors, Inc | 19,858 | $1.07M | 0.01% | +14,790+291.8% | Added |
| Silvercrest Asset Management Group LLC | 12,201 | $1.07M | 0.01% | +223+1.9% | Added |
| Harbor Investment Advisory, LLC | 12,146 | $1.06M | 0.14% | +3,795+45.4% | Added |
| Horizon Investments, LLC | 12,182 | $1.06M | 0.03% | +831+7.3% | Added |
| Windsor Group LTD | 12,517 | $1.05M | 0.19% | −24−0.2% | Reduced |
| Capital Management Associates | 12,000 | $1.05M | 1.13% | −3,000−20.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 12,002 | $1.05M | 0.26% | +12,002 | New |
| McMillion Capital Management Inc | 11,951 | $1.04M | 0.65% | −1,395−10.5% | Reduced |
| Triangle Securities Wealth Management | 11,925 | $1.04M | 0.35% | −1,040−8.0% | Reduced |
| Pendal Group Limited | 11,910 | $1.04M | 0.01% | +4,212+54.7% | Added |
| AMG National Trust Bank | 11,871 | $1.04M | 0.03% | −818−6.4% | Reduced |
| Intersect Capital LLC | 11,824 | $1.03M | 0.20% | −603−4.9% | Reduced |
| Ironwood Investment Counsel, LLC | 11,814 | $1.03M | 0.25% | +780+7.1% | Added |
| Pacific Global Investment Management CO | 11,770 | $1.03M | 0.20% | −451−3.7% | Reduced |
| Trust Co of Toledo NA | 11,762 | $1.03M | 0.16% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 11,760 | $1.03M | 0.36% | +1,161+11.0% | Added |
| Valeo Financial Advisors, LLC | 11,723 | $1.02M | 0.05% | +3,595+44.2% | Added |
| Salem Investment Counselors Inc | 11,721 | $1.02M | 0.04% | −242−2.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,682 | $1.02M | 0.09% | +8,737+296.7% | Added |
| Whittier Trust Co | 11,490 | $1.00M | 0.02% | +260+2.3% | Added |
| Gries Financial LLC | 11,472 | $1.00M | 0.37% | +3,575+45.3% | Added |
| Vanguard Capital Wealth Advisors | 11,475 | $1.00M | 0.72% | +302+2.7% | Added |
| Sentry Investment Management LLC | 11,455 | $1.00M | 0.32% | +7,073+161.4% | Added |
| Ar Asset Management Inc | 11,400 | $996.0K | 0.25% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 11,349 | $992.0K | 0.12% | −172−1.5% | Reduced |
| Avidian Wealth Solutions, LLC | 11,341 | $991.0K | 0.06% | −1,405−11.0% | Reduced |
| Cape Ann Savings Bank | 11,338 | $991.0K | 0.65% | −72−0.6% | Reduced |
| Bowling Portfolio Management LLC | 11,259 | $984.0K | 0.21% | −18,088−61.6% | Reduced |
| GFG Capital, LLC | 11,258 | $984.0K | 0.29% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 11,195 | $978.0K | 0.62% | +84+0.8% | Added |
| Pekin Hardy Strauss, Inc. | 10,970 | $959.0K | 0.13% | +1,500+15.8% | Added |
| Bank Hapoalim BM | 10,916 | $954.0K | 0.10% | −2,927−21.1% | Reduced |
| Brookstone Capital Management | 11,355 | $954.0K | 0.02% | +1,421+14.3% | Added |
| Atlas Private Wealth Advisors | 10,828 | $946.0K | 0.42% | −153−1.4% | Reduced |
| Muhlenkamp & Co Inc | 10,805 | $944.0K | 0.33% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 10,785 | $943.0K | 0.97% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 10,782 | $942.0K | 0.07% | −2,757−20.4% | Reduced |
| Capitolis Advisors LLC | 10,753 | $940.0K | 0.05% | −696,097−98.5% | Reduced |
| Resources Investment Advisors, LLC. | 10,699 | $935.0K | 0.04% | +651+6.5% | Added |
| Lansing Street Advisors | 11,113 | $934.0K | 0.59% | +11,113 | New |
| Sowell Financial Services LLC | 11,022 | $933.0K | 0.16% | −18,922−63.2% | Reduced |
| Community Bank, N.A. | 10,631 | $929.0K | 0.11% | +2,234+26.6% | Added |
| Financial Counselors Inc | 10,576 | $924.0K | 0.02% | −2,668−20.1% | Reduced |
| Wintrust Investments LLC | 10,569 | $924.0K | 0.09% | +1,723+19.5% | Added |
| Brighton Jones LLC | 10,530 | $920.0K | 0.04% | +1,068+11.3% | Added |
| StoneX Group Inc. | 10,526 | $919.9K | 0.07% | +1,243+13.4% | Added |
| J.W. Cole Advisors, Inc. | 10,515 | $919.0K | 0.06% | +3,676+53.8% | Added |
| Seeyond | 10,483 | $916.0K | 0.09% | +1,174+12.6% | Added |
| Pallas Capital Advisors LLC | 10,778 | $914.0K | 0.12% | −734−6.4% | Reduced |
| AGF Investments LLC | 10,455 | $914.0K | 0.08% | +10,455 | New |
| OPSEU Pension Plan Trust Fund | 10,369 | $910.0K | 0.22% | +490+5.0% | Added |
| Occudo Quantitative Strategies LP | 10,402 | $909.0K | 0.08% | +10,402 | New |
| Retirement Planning Co of New England, Inc. | 10,383 | $907.0K | 0.51% | +6+0.1% | Added |
| Odey Holdings Ltd | 10,343 | $904.0K | 6.44% | −3,600−25.8% | Reduced |
| CoreCap Advisors, LLC | 10,341 | $904.0K | 0.06% | +3,557+52.4% | Added |
| Fortem Financial Group, LLC | 10,278 | $898.0K | 0.39% | +3,012+41.5% | Added |