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 |
|---|---|---|---|---|---|
| Institutional & Family Asset Management, LLC | 45,641 | $3.47M | 0.61% | +2,536+5.9% | Added |
| Sigma Planning Corp | 45,790 | $3.48M | 0.13% | −529−1.1% | Reduced |
| Point72 Hong Kong Ltd | 45,922 | $3.49M | 0.23% | +43,911+2,183.5% | Added |
| Comerica Securities,inc. | 45,958 | $3.50M | 0.26% | +3,843+9.1% | Added |
| Jupiter Wealth Management LLC | 46,338 | $3.52M | 3.21% | −3,016−6.1% | Reduced |
| Transcend Wealth Collective, LLC | 46,449 | $3.53M | 0.37% | −1,748−3.6% | Reduced |
| Cetera Advisor Networks LLC | 47,611 | $3.58M | 0.05% | +20,965+78.7% | Added |
| Donaldson Capital Management, LLC | 47,191 | $3.59M | 0.18% | −2,086−4.2% | Reduced |
| SkyOak Wealth, LLC | 47,798 | $3.63M | 1.24% | −754−1.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 47,811 | $3.64M | 0.33% | +5,968+14.3% | Added |
| Highland Capital Management, LLC | 47,953 | $3.65M | 0.26% | −187−0.4% | Reduced |
| Aureus Asset Management, LLC | 47,953 | $3.65M | 0.29% | +15,395+47.3% | Added |
| Viking Fund Management LLC | 48,000 | $3.65M | 0.84% | +26,000+118.2% | Added |
| First Hawaiian Bank | 48,593 | $3.70M | 0.13% | −471−1.0% | Reduced |
| Massmutual Trust Co FSB | 48,885 | $3.72M | 0.16% | +4,700+10.6% | Added |
| Wright Investors Service Inc | 49,141 | $3.74M | 1.07% | +29,439+149.4% | Added |
| Hudson Valley Investment Advisors Inc | 49,191 | $3.74M | 0.58% | −3,109−5.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 49,529 | $3.77M | 0.22% | −7,400−13.0% | Reduced |
| Simon Quick Advisors, LLC | 44,173 | $3.81M | 0.50% | +42,709+2,917.3% | Added |
| Allstate Corp | 50,292 | $3.83M | 0.12% | −5,859−10.4% | Reduced |
| Clarius Group, LLC | 21,343 | $3.83M | 0.38% | +830+4.0% | Added |
| Braun Stacey Associates Inc | 50,926 | $3.87M | 0.22% | −244,655−82.8% | Reduced |
| MainStreet Investment Advisors LLC | 51,212 | $3.90M | 0.45% | −3,465−6.3% | Reduced |
| Veritable, L.P. | 51,231 | $3.90M | 0.07% | +4,050+8.6% | Added |
| Advisor Partners LLC | 51,317 | $3.90M | 0.27% | +5,613+12.3% | Added |
| TownSquare Capital, LLC | 51,493 | $3.92M | 0.11% | +1,004+2.0% | Added |
| Consolidated Investment Group LLC | 51,600 | $3.92M | 0.75% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 51,774 | $3.94M | 0.06% | +18,863+57.3% | Added |
| Neville Rodie & Shaw Inc | 51,870 | $3.94M | 0.35% | −4,330−7.7% | Reduced |
| Canandaigua National Corp | 52,166 | $3.97M | 0.70% | −4,555−8.0% | Reduced |
| Banque Cantonale Vaudoise | 52,475 | $3.99M | 0.21% | +3,000+6.1% | Added |
| Corient Capital Partners, LLC | 53,503 | $4.07M | 0.31% | +4,940+10.2% | Added |
| FDx Advisors, Inc. | 53,560 | $4.07M | 0.15% | −511−0.9% | Reduced |
| Albion Financial Group | 53,924 | $4.10M | 0.41% | +1,494+2.8% | Added |
| Lorne Steinberg Wealth Management Inc. | 54,222 | $4.12M | 1.94% | +955+1.8% | Added |
| Elk River Wealth Management, LLC | 54,458 | $4.14M | 1.05% | +58+0.1% | Added |
| Wolverine Asset Management LLC | 54,526 | $4.15M | 0.05% | −20,676−27.5% | Reduced |
| Heritage Trust Co | 54,691 | $4.16M | 0.68% | +747+1.4% | Added |
| Impax Asset Management Group plc | 54,720 | $4.16M | 0.02% | 00.0% | Unchanged |
| Andra AP-fonden | 55,411 | $4.21M | 0.12% | +55,411 | New |
| Rpo LLC | 55,577 | $4.23M | 1.15% | +55,577 | New |
| Shell Asset Management Co | 55,969 | $4.26M | 0.13% | −390−0.7% | Reduced |
| BW Gestao de Investimentos Ltda. | 56,182 | $4.27M | 0.99% | −15,000−21.1% | Reduced |
| Benson Investment Management Company, Inc. | 56,696 | $4.29M | 2.68% | +11,135+24.4% | Added |
| United Services Automobile Association | 56,822 | $4.32M | 0.11% | +56,822 | New |
| First National Bank of Omaha | 57,042 | $4.34M | 0.26% | −1,832−3.1% | Reduced |
| Paloma Partners Management Co | 57,031 | $4.34M | 0.43% | +28,893+102.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 57,570 | $4.38M | 0.71% | +2,743+5.0% | Added |
| Glenview Trust Co | 58,062 | $4.42M | 0.16% | −2,498−4.1% | Reduced |
| Prudential PLC | 58,989 | $4.49M | 0.08% | −11,297−16.1% | Reduced |
| Coldstream Capital Management Inc | 59,192 | $4.50M | 0.18% | +2,844+5.0% | Added |
| Howe & Rusling Inc | 60,947 | $4.64M | 0.59% | −27,701−31.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 61,213 | $4.66M | 0.41% | −3,900−6.0% | Reduced |
| AE Wealth Management LLC | 61,255 | $4.66M | 0.04% | +9,097+17.4% | Added |
| Illinois Municipal Retirement Fund | 61,276 | $4.66M | 0.11% | −12,133−16.5% | Reduced |
| Wills Financial Group, Inc. | 61,338 | $4.67M | 2.29% | −401−0.6% | Reduced |
| Connectus Wealth, LLC | 61,810 | $4.71M | 0.11% | +22,952+59.1% | Added |
| Cito Capital Group, LLC | 61,948 | $4.71M | 2.58% | 00.0% | Unchanged |
| Baxter Bros Inc | 62,187 | $4.73M | 0.85% | +3,110+5.3% | Added |
| Iowa State Bank | 62,514 | $4.75M | 1.26% | +183+0.3% | Added |
| Sandy Cove Advisors, LLC | 62,683 | $4.77M | 4.33% | +58,769+1,501.5% | Added |
| Atria Investments LLC | 62,981 | $4.79M | 0.10% | −12,811−16.9% | Reduced |
| Meyer Handelman Co | 63,166 | $4.80M | 0.21% | −180−0.3% | Reduced |
| Gibraltar Capital Management, Inc. | 63,787 | $4.85M | 2.36% | −4,825−7.0% | Reduced |
| CTC LLC | 63,852 | $4.86M | 0.28% | −246,915−79.5% | Reduced |
| Signet Financial Management, LLC | 63,931 | $4.86M | 0.93% | +2,495+4.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 64,269 | $4.89M | 0.11% | +430+0.7% | Added |
| Lyell Wealth Management, LP | 64,408 | $4.90M | 0.80% | −495−0.8% | Reduced |
| Tudor Investment Corp Et Al | 64,596 | $4.91M | 0.14% | −42,389−39.6% | Reduced |
| German American Bancorp, Inc. | 65,878 | $5.01M | 0.84% | −6,708−9.2% | Reduced |
| CWM, LLC | 65,904 | $5.01M | 0.04% | +22,506+51.9% | Added |
| Old Second National Bank of Aurora | 66,411 | $5.05M | 1.41% | −725−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 66,463 | $5.05M | 0.22% | 00.0% | Unchanged |
| Central Trust Co | 66,681 | $5.07M | 0.17% | +1,966+3.0% | Added |
| Principal Street Partners, LLC | 66,897 | $5.09M | 1.32% | +11,201+20.1% | Added |
| Picton Mahoney Asset Management | 68,460 | $5.21M | 0.22% | −170,772−71.4% | Reduced |
| Baugh & Associates, LLC | 68,808 | $5.23M | 3.52% | −1,049−1.5% | Reduced |
| Logan Capital Management Inc | 69,021 | $5.25M | 0.30% | +16,510+31.4% | Added |
| Exchange Traded Concepts, LLC | 69,077 | $5.25M | 0.15% | −90,104−56.6% | Reduced |
| Group One Trading, L.P. | 69,543 | $5.29M | 0.15% | +69,543 | New |
| Copeland Capital Management, LLC | 69,786 | $5.31M | 0.17% | +69,786 | New |
| Advocate Group LLC | 69,879 | $5.32M | 1.24% | +69,879 | New |
| Easterly Investment Partners LLC | 70,176 | $5.34M | 0.48% | +70,176 | New |
| Oliver Luxxe Assets LLC | 70,248 | $5.34M | 1.58% | +3,018+4.5% | Added |
| D L Carlson Investment Group Inc | 70,476 | $5.36M | 1.13% | −110−0.2% | Reduced |
| Winton Group Ltd | 71,286 | $5.42M | 0.29% | +67,822+1,957.9% | Added |
| Capital International Sarl | 71,644 | $5.45M | 0.44% | +3,004+4.4% | Added |
| DuPont Capital Management Corp | 72,311 | $5.50M | 0.26% | −16,278−18.4% | Reduced |
| Cyrus J. Lawrence, LLC | 72,727 | $5.53M | 1.59% | −35,846−33.0% | Reduced |
| Northern Oak Wealth Management Inc | 72,858 | $5.54M | 0.78% | +11,274+18.3% | Added |
| Avitas Wealth Management LLC | 72,900 | $5.54M | 1.21% | +6,314+9.5% | Added |
| Connors Investor Services Inc | 73,081 | $5.56M | 0.70% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 73,434 | $5.59M | 0.20% | −80.0% | Reduced |
| Saba Capital Management, L.P. | 73,562 | $5.59M | 0.08% | +73,562 | New |
| Private Advisor Group, LLC | 74,341 | $5.65M | 0.05% | +5,854+8.5% | Added |
| Twin Capital Management Inc | 76,102 | $5.79M | 0.74% | −1,111−1.4% | Reduced |
| JustInvest LLC | 76,191 | $5.79M | 0.27% | +26,548+53.5% | Added |
| Tower Research Capital LLC (TRC) | 76,451 | $5.82M | 0.13% | −135,768−64.0% | Reduced |
| Assetmark, Inc | 76,749 | $5.84M | 0.03% | +19,797+34.8% | Added |
| Banque Pictet & Cie SA | 78,324 | $5.96M | 0.06% | −14,466−15.6% | Reduced |