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
Q2 2022 vs. Q1 2022
How the institutions holding Morgan Stanley changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 1,673 | 20 | 1,607 | −46 |
| Shares | 1.48B | 6.46M | 1.44B | −28.6M (−1.9%) |
| Value | $129.1B | $565.5M | $109.6B | −$18.9B (−14.7%) |
20 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (113)
Institutions that held Morgan Stanley at the end of Q2 2022 but not at the end of Q1 2022.
Showing the largest 100 of 113 by value.
Sold out (159)
Institutions that held Morgan Stanley at the end of Q1 2022 and filed for Q2 2022 without it.
Showing the largest 100 of 159 by value.
Not filed for Q2 2022 yet (20)
Institutions that held Morgan Stanley at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Parametric Portfolio Associates LLC | 4,854,015 | $424.2M |
| Teachers Retirement System of the State of Kentucky | 587,557 | $51.4M |
| Amalgamated Financial Corp. | 350,823 | $30.7M |
| NN Investment Partners Holdings N.V. | 315,373 | $27.6M |
| Kings Point Capital Management | 127,488 | $11.1M |
| People's United Financial, Inc. | 81,343 | $7.11M |
| Virginia Retirement Systems Et Al | 58,100 | $5.08M |
| American National Insurance Co | 25,000 | $2.19M |
| IndexIQ Advisors LLC | 23,701 | $2.07M |
| American National Registered Investment Advisor, Inc. | 20,680 | $1.81M |
| Fulcrum Asset Management LLP | – | $574.0K |
| Dixon Hughes Goodman Wealth Advisors LLC | 4,309 | $377.0K |
| Meristem Family Wealth, LLC | 4,030 | $352.0K |
| Tatro Capital, LLC | 2,942 | $257.0K |
| Doheny Asset Management | 2,726 | $238.0K |
| Barrett Asset Management, LLC | 2,287 | $199.0K |
| Lenox Wealth Advisors, LLC | 1,792 | $151.0K |
| Smith Group Asset Management, LLC | 651 | $57.0K |
| SJS Investment Consulting Inc. | 359 | $32.0K |
| Nauset Wealth Management. LLC | 165 | $14.0K |