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; 2,745 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, Q2 2022
Institutional positions in Morgan Stanley as of Jun 30, 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
- 1,607
- −46 vs. Q1 2022
- Shares held
- 1.44B
- −28.6M (−1.9%) vs. Q1 2022
- Total value
- $109.6B
- −$18.9B (−14.7%) vs. Q1 2022
- New holders
- 113
- 609 more added
- Sold out
- 159
- 647 more reduced
20 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Ocean, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Exane Derivatives | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 17 | $803 | 0.00% | −2,355−99.3% | Reduced |
| Marquette Asset Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Darrow Company, Inc. | 26 | $1.00K | 0.00% | +26 | New |
| Acima Private Wealth, LLC | 26 | $1.98K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 29 | $2.00K | 0.00% | −200−87.3% | Reduced |
| First Bank & Trust | 30 | $2.00K | 0.00% | −29−49.2% | Reduced |
| ClariVest Asset Management LLC | 25 | $2.00K | 0.00% | −8−24.2% | Reduced |
| Corbenic Partners LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $2.00K | 0.00% | +20 | New |
| Mascoma Wealth Management LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 34 | $3.00K | 0.00% | +34 | New |
| Your Advocates Ltd., LLP | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 53 | $4.00K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 70 | $5.00K | 0.00% | +70 | New |
| Coastal Capital Group, Inc. | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 79 | $6.00K | 0.00% | +19+31.7% | Added |
| Schubert & Co | 79 | $6.00K | 0.01% | +28+54.9% | Added |
| Baldwin Brothers Inc | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 91 | $7.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 98 | $7.00K | 0.01% | +98 | New |
| WR Wealth Planners, LLC | 103 | $7.86K | 0.01% | +1+1.0% | Added |
| Front Row Advisors LLC | 111 | $8.00K | 0.00% | −11−9.0% | Reduced |
| First Community Trust NA | 103 | $8.00K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 104 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $8.00K | 0.00% | +7+7.5% | Added |
| Tfo-TDC, LLC | 113 | $9.00K | 0.00% | +113 | New |
| Enterprise Trust & Investment Co | 113 | $9.00K | 0.00% | +113 | New |
| Stephens Consulting, LLC | 125 | $9.51K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 131 | $9.96K | 0.01% | −150−53.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 127 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 144 | $10.0K | 0.01% | +144 | New |
| Sugarloaf Wealth Management, LLC | 152 | $11.0K | 0.00% | −783−83.7% | Reduced |
| Raffa Wealth Management, LLC | 156 | $11.9K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 152 | $12.0K | 0.00% | −34−18.3% | Reduced |
| First PREMIER Bank | 156 | $12.0K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 152 | $12.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 155 | $12.0K | 0.00% | +155 | New |
| Ci Investments Inc. | 167 | $13.0K | 0.00% | −5−2.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 167 | $13.0K | 0.03% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 190 | $14.0K | 0.01% | −395−67.5% | Reduced |
| Tortoise Investment Management, LLC | 178 | $14.0K | 0.00% | +78+78.0% | Added |
| JNBA Financial Advisors | 178 | $14.0K | 0.00% | +138+345.0% | Added |
| Bourgeon Capital Management LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 196 | $15.0K | 0.00% | +1+0.5% | Added |
| WFA of San Diego, LLC | 200 | $15.0K | 0.01% | +200 | New |
| Heritage Wealth Management, LLC | 200 | $15.2K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 215 | $16.0K | 0.01% | +198+1,164.7% | Added |
| JFS Wealth Advisors, LLC | 217 | $17.0K | 0.00% | −174−44.5% | Reduced |
| Advanced Research Investment Solutions, LLC | 221 | $17.0K | 0.01% | −160−42.0% | Reduced |
| Lee Financial Co | 225 | $17.0K | 0.00% | +203+922.7% | Added |
| Solstein Capital, LLC | 256 | $19.0K | 0.01% | −195−43.2% | Reduced |
| Northwest Investment Counselors, LLC | 256 | $19.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 250 | $19.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 279 | $21.0K | 0.00% | −75−21.2% | Reduced |
| Seldon Capital LP | 282 | $21.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 269 | $21.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 281 | $21.0K | 0.01% | +72+34.4% | Added |
| Beacon Capital Management, LLC | 243 | $22.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 290 | $22.0K | 0.00% | +135+87.1% | Added |
| HC Financial Advisors Inc | 285 | $22.0K | 0.01% | +285 | New |
| Knott David M Jr | 293 | $22.0K | 0.01% | +293 | New |
| Halpern Financial, Inc. | 300 | $22.8K | 0.01% | +300 | New |
| MV Capital Management, Inc. | 305 | $23.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 300 | $23.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 300 | $23.0K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $23.0K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 300 | $23.0K | 0.01% | +300 | New |
| Aua Capital Management, LLC | 315 | $24.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 318 | $24.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 324 | $25.0K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 339 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 343 | $26.0K | 0.00% | +151+78.6% | Added |
| Sittner & Nelson, LLC | 339 | $26.0K | 0.02% | +339 | New |
| Evermay Wealth Management LLC | 350 | $27.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 350 | $27.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 372 | $28.0K | 0.02% | +4+1.1% | Added |
| Larson Financial Group LLC | 378 | $29.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 400 | $30.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 400 | $30.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 388 | $30.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 400 | $30.0K | 0.02% | +388+3,233.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 413 | $31.0K | 0.02% | 00.0% | Unchanged |
| Siena Capital LLC | 408 | $31.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 424 | $32.0K | 0.02% | −2,640−86.2% | Reduced |
| Better Money Decisions, LLC | 427 | $32.0K | 0.03% | +427 | New |
| Miller Wealth Advisors, LLC | 455 | $35.0K | 0.03% | −55−10.8% | Reduced |