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, 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 | 2,746 | $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, 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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 19,347 | $1.47M | 0.07% | +70.0% | Added |
| Hightower 6M Holding, LLC | 19,405 | $1.48M | 0.12% | −290−1.5% | Reduced |
| Bowling Portfolio Management LLC | 19,435 | $1.48M | 0.37% | +8,176+72.6% | Added |
| Leavell Investment Management, Inc. | 19,517 | $1.48M | 0.11% | +1,696+9.5% | Added |
| Castleark Management LLC | 19,600 | $1.49M | 0.08% | −19,600−50.0% | Reduced |
| Boston Private Wealth LLC | 19,614 | $1.49M | 0.02% | +3,585+22.4% | Added |
| Kovitz Investment Group Partners, LLC | 19,646 | $1.49M | 0.03% | −242−1.2% | Reduced |
| Toroso Investments, LLC | 19,732 | $1.50M | 0.05% | −1,403−6.6% | Reduced |
| Cunning Capital Partners, LP | 19,870 | $1.51M | 1.17% | +19,870 | New |
| Ashton Thomas Private Wealth, LLC | 20,011 | $1.52M | 0.16% | +5,581+38.7% | Added |
| Clarkston Capital Partners, LLC | 20,052 | $1.52M | 0.03% | 00.0% | Unchanged |
| UBP Investment Advisors SA | 20,150 | $1.53M | 0.61% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 20,180 | $1.53M | 0.00% | +1,148+6.0% | Added |
| Longfellow Investment Management Co LLC | 20,186 | $1.54M | 0.33% | +5,064+33.5% | Added |
| YorkBridge Wealth Partners, LLC | 20,250 | $1.54M | 0.40% | −444−2.1% | Reduced |
| We Are One Seven, LLC | 20,317 | $1.54M | 0.21% | −1,932−8.7% | Reduced |
| Prudent Man Advisors, LLC | 20,323 | $1.55M | 0.72% | −105−0.5% | Reduced |
| Cumberland Partners Ltd | 20,338 | $1.55M | 0.15% | −27,902−57.8% | Reduced |
| Metis Global Partners, LLC | 20,430 | $1.55M | 0.25% | −1,674−7.6% | Reduced |
| Merit Financial Group, LLC | 20,438 | $1.55M | 0.05% | +17,759+662.9% | Added |
| Convergence Investment Partners, LLC | 20,657 | $1.57M | 0.95% | +40.0% | Added |
| Chemung Canal Trust Co | 20,731 | $1.58M | 0.36% | −656−3.1% | Reduced |
| Charles Carroll Financial Partners, LLC | 20,778 | $1.58M | 2.06% | −1,500−6.7% | Reduced |
| Westwood Holdings Group Inc. | 20,811 | $1.58M | 0.02% | +193+0.9% | Added |
| Stratos Wealth Partners, LTD. | 20,821 | $1.58M | 0.04% | +708+3.5% | Added |
| Procyon Private Wealth Partners, LLC | 20,955 | $1.59M | 0.35% | +276+1.3% | Added |
| Deltec Asset Management LLC | 21,000 | $1.60M | 0.37% | −15,300−42.1% | Reduced |
| Opus Investment Management Inc | 21,000 | $1.60M | 0.35% | +6,000+40.0% | Added |
| Capital Investment Counsel, Inc | 21,220 | $1.61M | 0.40% | +20.0% | Added |
| Capital Investment Advisors, LLC | 21,255 | $1.62M | 0.05% | +1,415+7.1% | Added |
| Argus Investors' Counsel, Inc. | 21,420 | $1.63M | 1.20% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 21,433 | $1.63M | 0.56% | −622−2.8% | Reduced |
| Capital International Ltd | 21,510 | $1.64M | 0.12% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 21,583 | $1.64M | 1.22% | +1,480+7.4% | Added |
| Savant Capital, LLC | 21,723 | $1.65M | 0.05% | −253−1.2% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $1.66M | 0.08% | −9,600−30.6% | Reduced |
| Northeast Financial Consultants Inc | 21,874 | $1.66M | 0.12% | +383+1.8% | Added |
| Courier Capital LLC | 21,916 | $1.67M | 0.20% | +476+2.2% | Added |
| Arrow Financial Corp | 21,970 | $1.67M | 0.23% | −1,275−5.5% | Reduced |
| Cacti Asset Management LLC | 22,000 | $1.67M | 0.16% | 00.0% | Unchanged |
| Goodwin Daniel L | 22,000 | $1.67M | 0.92% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 21,991 | $1.68M | 0.38% | +3,290+17.6% | Added |
| Caas Capital Management LP | 22,157 | $1.69M | 0.23% | +22,157 | New |
| Checchi Capital Advisers, LLC | 20,187 | $1.70M | 0.17% | +5,678+39.1% | Added |
| HighPoint Advisor Group LLC | 22,573 | $1.70M | 0.19% | +22,573 | New |
| Griffin Asset Management, Inc. | 22,503 | $1.71M | 0.27% | −212−0.9% | Reduced |
| Bank of New Hampshire | 22,735 | $1.73M | 0.50% | −1,578−6.5% | Reduced |
| Morse Asset Management, Inc | 22,963 | $1.75M | 0.56% | −9,990−30.3% | Reduced |
| Regions Financial Corp | 23,060 | $1.75M | 0.02% | −820−3.4% | Reduced |
| Snowden Capital Advisors LLC | 23,065 | $1.75M | 0.08% | −424−1.8% | Reduced |
| TCTC Holdings, LLC | 23,090 | $1.76M | 0.08% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 23,170 | $1.76M | 0.82% | −31,593−57.7% | Reduced |
| Integrated Wealth Concepts LLC | 23,223 | $1.77M | 0.05% | −1,621−6.5% | Reduced |
| AdvisorNet Financial, Inc | 23,501 | $1.79M | 0.18% | +10,271+77.6% | Added |
| Advisory Services Network, LLC | 23,553 | $1.79M | 0.06% | −1,521−6.1% | Reduced |
| KMG Fiduciary Partners, LLC | 23,564 | $1.79M | 0.33% | −2,245−8.7% | Reduced |
| Meeder Asset Management Inc | 23,580 | $1.79M | 0.10% | +3,232+15.9% | Added |
| Arcus Capital Partners, LLC | 23,691 | $1.80M | 0.79% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 23,772 | $1.81M | 0.18% | −63−0.3% | Reduced |
| FORA Capital, LLC | 23,809 | $1.81M | 0.36% | +23,809 | New |
| Equitable Trust Co | 24,064 | $1.83M | 0.14% | −4,464−15.6% | Reduced |
| Cerity Partners LLC | 24,112 | $1.83M | 0.02% | +6,007+33.2% | Added |
| Hudson Canyon Capital Management | 24,289 | $1.85M | 1.78% | +239+1.0% | Added |
| Koshinski Asset Management, Inc. | 24,341 | $1.85M | 0.18% | −90−0.4% | Reduced |
| L2 Asset Management, LLC | 24,615 | $1.87M | 1.36% | +19,775+408.6% | Added |
| Clear Street Markets LLC | 24,625 | $1.87M | 0.63% | +1,845+8.1% | Added |
| Greenwich Wealth Management LLC | 24,635 | $1.87M | 0.25% | −488−1.9% | Reduced |
| Virtu Financial LLC | 24,634 | $1.87M | 0.16% | +24,634 | New |
| Texas Yale Capital Corp. | 24,655 | $1.88M | 0.12% | +350+1.4% | Added |
| HAP Trading, LLC | 24,812 | $1.89M | 0.24% | +24,812 | New |
| Signaturefd, LLC | 24,904 | $1.89M | 0.06% | +1,149+4.8% | Added |
| Stolper Co | 25,227 | $1.92M | 0.90% | +1,387+5.8% | Added |
| Sumitomo Life Insurance Co | 25,304 | $1.93M | 0.05% | +464+1.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 25,370 | $1.93M | 0.11% | +1,380+5.8% | Added |
| HCR Wealth Advisors | 25,541 | $1.94M | 0.39% | −1,007−3.8% | Reduced |
| Pacer Advisors, Inc. | 25,568 | $1.95M | 0.01% | −73,284−74.1% | Reduced |
| TCG Advisory Services, LLC | 25,634 | $1.95M | 0.61% | +4,861+23.4% | Added |
| Axxcess Wealth Management, LLC | 25,660 | $1.95M | 0.19% | +812+3.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 25,767 | $1.96M | 0.66% | +5,445+26.8% | Added |
| Caldwell Trust Co | 25,841 | $1.97M | 0.27% | +94+0.4% | Added |
| Great Diamond Partners, LLC | 25,922 | $1.97M | 0.66% | −811−3.0% | Reduced |
| Brasada Capital Management, LP | 26,111 | $1.99M | 0.45% | +7,945+43.7% | Added |
| Culbertson A N & Co Inc | 26,305 | $2.00M | 0.43% | −500−1.9% | Reduced |
| Linscomb & Williams, Inc. | 26,369 | $2.01M | 0.12% | +9,592+57.2% | Added |
| Heron Financial Group, LLC | 26,448 | $2.01M | 1.22% | +410+1.6% | Added |
| Dynamic Technology Lab Private Ltd | 26,460 | $2.01M | 0.23% | −227−0.9% | Reduced |
| InterOcean Capital Group, LLC | 26,666 | $2.03M | 0.08% | +11,979+81.6% | Added |
| Ritholtz Wealth Management | 26,859 | $2.04M | 0.13% | +955+3.7% | Added |
| Beacon Pointe Advisors, LLC | 27,007 | $2.06M | 0.04% | −8,734−24.4% | Reduced |
| Dimension Capital Management LLC | 27,117 | $2.06M | 0.46% | −40−0.1% | Reduced |
| Freedom Day Solutions, LLC | 27,155 | $2.06M | 1.04% | −321−1.2% | Reduced |
| Kestra Private Wealth Services, LLC | 27,412 | $2.08M | 0.12% | −2,636−8.8% | Reduced |
| Moors & Cabot, Inc. | 31,864 | $2.10M | 0.15% | +2,238+7.6% | Added |
| Union Heritage Capital, LLC | 27,747 | $2.11M | 1.36% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 27,606 | $2.11M | 0.04% | +11,396+70.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 28,204 | $2.15M | 0.03% | −111−0.4% | Reduced |
| Park Avenue Securities LLC | 28,270 | $2.15M | 0.04% | +124+0.4% | Added |
| Granger Management LLC | 28,492 | $2.17M | 0.73% | +14,605+105.2% | Added |
| Desjardins Global Asset Management Inc. | 28,517 | $2.17M | 0.28% | −21,579−43.1% | Reduced |
| Venture Visionary Partners LLC | 28,597 | $2.18M | 0.17% | +422+1.5% | Added |