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 |
|---|---|---|---|---|---|
| IPG Investment Advisors LLC | 28,775 | $2.19M | 0.55% | +5,000+21.0% | Added |
| Altrafin AG | 28,827 | $2.19M | 1.18% | +13,044+82.6% | Added |
| Palisade Asset Management, LLC | 28,932 | $2.20M | 0.28% | −24−0.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 28,969 | $2.20M | 0.26% | −3,789−11.6% | Reduced |
| Occidental Asset Management, LLC | 29,163 | $2.22M | 0.66% | +91+0.3% | Added |
| Empirical Finance, LLC | 29,288 | $2.23M | 0.28% | +1,530+5.5% | Added |
| AlphaCrest Capital Management LLC | 29,384 | $2.23M | 0.11% | −121,921−80.6% | Reduced |
| Carret Asset Management, LLC | 29,423 | $2.24M | 0.31% | +645+2.2% | Added |
| National Asset Management, Inc. | 29,725 | $2.26M | 0.10% | +4,933+19.9% | Added |
| Spectrum Management Group, LLC | 29,783 | $2.27M | 0.53% | −31,258−51.2% | Reduced |
| Gifford Fong Associates | 30,000 | $2.28M | 0.53% | 00.0% | Unchanged |
| City Holding Co | 30,303 | $2.30M | 0.43% | +5,483+22.1% | Added |
| Lido Advisors, LLC | 30,441 | $2.31M | 0.05% | −6,051−16.6% | Reduced |
| Ninety One SA (PTY) Ltd | 30,847 | $2.32M | 0.82% | −217,885−87.6% | Reduced |
| Van Eck Associates Corp | 30,646 | $2.33M | 0.01% | +822+2.8% | Added |
| Lipe & Dalton | 30,828 | $2.35M | 1.37% | +20.0% | Added |
| Meritage Portfolio Management | 30,879 | $2.35M | 0.18% | +441+1.4% | Added |
| LMCG Investments, LLC | 31,062 | $2.36M | 0.16% | +31,062 | New |
| Vestcor Inc | 31,092 | $2.37M | 0.09% | +9,803+46.0% | Added |
| Northeast Investment Management | 31,400 | $2.39M | 0.15% | +44+0.1% | Added |
| Independent Advisor Alliance | 31,506 | $2.40M | 0.13% | −631−2.0% | Reduced |
| Coastline Trust Co | 31,546 | $2.40M | 0.36% | +11,791+59.7% | Added |
| Community Trust & Investment Co | 32,246 | $2.45M | 0.23% | +1,283+4.1% | Added |
| Capital International Inc | 32,328 | $2.46M | 0.03% | −295−0.9% | Reduced |
| Atria Wealth Solutions, Inc. | 32,507 | $2.47M | 0.05% | −18,121−35.8% | Reduced |
| Symmetry Partners, LLC | 32,559 | $2.48M | 0.17% | −733−2.2% | Reduced |
| Bernzott Capital Advisors | 32,595 | $2.48M | 0.27% | +32,595 | New |
| Raymond James Trust N.A. | 32,719 | $2.49M | 0.09% | −3,372−9.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 32,884 | $2.50M | 0.11% | −402−1.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 32,878 | $2.50M | 0.04% | +5,254+19.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 32,908 | $2.50M | 2.09% | −300−0.9% | Reduced |
| Lincoln National Corp | 33,287 | $2.51M | 0.06% | +5,162+18.4% | Added |
| Stock Yards Bank & Trust Co | 33,063 | $2.51M | 0.10% | +27,173+461.3% | Added |
| Alerus Financial NA | 33,401 | $2.54M | 0.23% | +51+0.2% | Added |
| Belpointe Asset Management LLC | 33,421 | $2.54M | 0.17% | −1,434−4.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 33,788 | $2.57M | 0.04% | +9,263+37.8% | Added |
| Hunter Associates Investment Management LLC | 33,817 | $2.57M | 0.63% | −5,647−14.3% | Reduced |
| Mizuho Markets Cayman LP | 34,008 | $2.59M | 0.44% | −22,662−40.0% | Reduced |
| Foster & Motley Inc | 34,043 | $2.59M | 0.23% | −1,302−3.7% | Reduced |
| Integrated Advisors Network LLC | 34,093 | $2.59M | 0.17% | +900+2.7% | Added |
| Wetherby Asset Management Inc | 34,311 | $2.61M | 0.18% | +1,671+5.1% | Added |
| Affinity Investment Advisors, LLC | 34,516 | $2.63M | 1.28% | +773+2.3% | Added |
| KCM Investment Advisors LLC | 34,662 | $2.64M | 0.12% | −1,213−3.4% | Reduced |
| Federated Hermes, Inc. | 34,830 | $2.65M | 0.01% | −957−2.7% | Reduced |
| Dynamic Advisor Solutions LLC | 35,027 | $2.66M | 0.20% | +367+1.1% | Added |
| HB Wealth Management, LLC | 35,108 | $2.67M | 0.05% | +9,099+35.0% | Added |
| Greenleaf Trust | 35,151 | $2.67M | 0.04% | +1,530+4.6% | Added |
| BOK Financial Private Wealth, Inc. | 35,376 | $2.69M | 0.24% | −16,124−31.3% | Reduced |
| K.J. Harrison & Partners Inc | 35,735 | $2.72M | 0.73% | −2,120−5.6% | Reduced |
| Adell Harriman & Carpenter Inc | 35,993 | $2.74M | 0.34% | +14,480+67.3% | Added |
| Assenagon Asset Management S.A. | 36,347 | $2.77M | 0.01% | −1,870−4.9% | Reduced |
| Geneos Wealth Management Inc. | 36,100 | $2.77M | 0.14% | +2,256+6.7% | Added |
| Sculati Wealth Management, LLC | 36,626 | $2.79M | 1.59% | +155+0.4% | Added |
| Edgestream Partners, L.P. | 36,732 | $2.79M | 0.22% | +16,224+79.1% | Added |
| Everence Capital Management Inc | 36,741 | $2.79M | 0.25% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 36,784 | $2.80M | 0.06% | −114−0.3% | Reduced |
| LGT Fund Management Co Ltd. | 37,000 | $2.81M | 0.41% | −10,000−21.3% | Reduced |
| Moody National Bank Trust Division | 37,050 | $2.82M | 0.30% | −11,752−24.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 37,125 | $2.82M | 0.03% | −9,908−21.1% | Reduced |
| Agf Investments Inc. | 37,343 | $2.84M | 0.03% | −395,632−91.4% | Reduced |
| Cresset Asset Management, LLC | 39,721 | $2.84M | 0.03% | +3,756+10.4% | Added |
| Parallel Advisors, LLC | 37,637 | $2.86M | 0.13% | −3,430−8.4% | Reduced |
| Industrial Alliance Investment Management Inc. | 37,962 | $2.89M | 0.08% | −5,676−13.0% | Reduced |
| United Fire Group Inc | 38,000 | $2.89M | 1.77% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 38,342 | $2.92M | 0.31% | −541−1.4% | Reduced |
| Caption Management, LLC | 38,500 | $2.93M | 0.26% | +8,500+28.3% | Added |
| TBH Global Asset Management, LLC | 38,512 | $2.93M | 0.69% | −164−0.4% | Reduced |
| Lincluden Management Ltd | 38,776 | $2.95M | 0.32% | −1,139−2.9% | Reduced |
| Asio Capital, LLC | 38,964 | $2.96M | 0.94% | +2,390+6.5% | Added |
| Mark Stevens | 39,003 | $2.97M | 0.38% | −1,032−2.6% | Reduced |
| DCM Advisors, LLC | 39,554 | $3.01M | 1.30% | −9,842−19.9% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 39,560 | $3.01M | 2.50% | −2,200−5.3% | Reduced |
| First Manhattan Co | 39,907 | $3.04M | 0.01% | −82−0.2% | Reduced |
| Lee Capital Holdings LLC | 40,000 | $3.04M | 2.47% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 40,000 | $3.04M | 0.65% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 40,133 | $3.05M | 1.11% | +2,023+5.3% | Added |
| Synovus Financial Corp | 40,574 | $3.09M | 0.04% | +18,421+83.2% | Added |
| Avantax Advisory Services, Inc. | 41,173 | $3.13M | 0.05% | +96+0.2% | Added |
| Tocqueville Asset Management L.P. | 41,201 | $3.13M | 0.06% | −50−0.1% | Reduced |
| Tradewinds, LLC. | 41,303 | $3.14M | 2.14% | +41,303 | New |
| Intact Investment Management Inc. | 41,500 | $3.16M | 0.10% | −4,400−9.6% | Reduced |
| Private Wealth Partners, LLC | 41,550 | $3.16M | 0.37% | −7,320−15.0% | Reduced |
| Patten & Patten Inc | 41,693 | $3.17M | 0.28% | −1,014−2.4% | Reduced |
| Hancock Whitney Corp | 41,879 | $3.19M | 0.13% | −612−1.4% | Reduced |
| Cypress Financial Planning LLC | 41,973 | $3.19M | 2.19% | +41,973 | New |
| Vestmark Advisory Solutions, Inc. | 42,323 | $3.22M | 0.18% | +1,294+3.2% | Added |
| Regent Investment Management LLC | 42,370 | $3.22M | 0.90% | −500−1.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 42,565 | $3.24M | 0.14% | −65,733−60.7% | Reduced |
| Mayflower Financial Advisors, LLC | 43,216 | $3.29M | 0.50% | −1,985−4.4% | Reduced |
| Phase 2 Partners, LLC | 43,364 | $3.30M | 1.70% | +43,364 | New |
| Huntington National Bank | 43,807 | $3.33M | 0.04% | +110.0% | Added |
| Joel Isaacson & Co., LLC | 44,157 | $3.36M | 0.28% | +32+0.1% | Added |
| Roanoke Asset Management Corp | 44,448 | $3.38M | 1.52% | +760+1.7% | Added |
| LGT Group Foundation | 44,516 | $3.38M | 0.10% | −7,965−15.2% | Reduced |
| Stephens Inc | 44,664 | $3.40M | 0.07% | +3,078+7.4% | Added |
| Los Angeles Capital Management LLC | 44,710 | $3.40M | 0.02% | +7,230+19.3% | Added |
| KCS Wealth Advisory | 45,214 | $3.44M | 1.53% | +1,286+2.9% | Added |
| Steward Partners Investment Advisory, LLC | 45,377 | $3.45M | 0.06% | −3,463−7.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 45,400 | $3.45M | 0.05% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 45,507 | $3.46M | 0.33% | +2,160+5.0% | Added |