Skip to main content

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.

Institutional holdersQ2 2022: 1,607 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,673 institutionsQ2 2022: 1,607 institutionsQ3 2022: 1,586 institutionsQ4 2022: 1,682 institutionsQ1 2023: 1,674 institutionsQ2 2023: 1,689 institutionsQ3 2023: 1,671 institutionsQ4 2023: 1,761 institutionsQ1 2024: 1,799 institutionsQ2 2024: 1,829 institutionsQ3 2024: 1,875 institutionsQ4 2024: 2,118 institutionsQ1 2025: 2,104 institutionsQ2 2025: 2,209 institutionsQ3 2025: 2,266 institutionsQ4 2025: 2,533 institutionsQ1 2026: 2,514 institutionsQ2 2026: 2,746 institutions
Value heldQ2 2022: $109.6B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.0BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,746$281.7B
Q1 20262,514$218.0B
Q4 20252,533$239.4B
Q3 20252,266$211.9B
Q2 20252,209$190.6B
Q1 20252,104$159.1B
Q4 20242,118$170.9B
Q3 20241,875$141.1B
Q2 20241,829$131.2B
Q1 20241,799$127.8B
Q4 20231,761$128.3B
Q3 20231,671$112.7B
Q2 20231,689$118.7B
Q1 20231,674$124.1B
Q4 20221,682$120.2B
Q3 20221,586$112.7B
Q2 20221,607$109.6B
Q1 20221,673$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2022.

Institutions holding MS in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Bremer Bank National Association0$00.00%−2,675−100.0%Sold out
Journey Strategic Wealth LLC0$00.00%−2,679−100.0%Sold out
Clear Creek Financial Management, LLC0$00.00%−2,650−100.0%Sold out
WMS Partners, LLC0$00.00%−2,643−100.0%Sold out
Kolinsky Wealth Management, LLC0$00.00%−2,620−100.0%Sold out
Maxele Advisors, LLC0$00.00%−2,615−100.0%Sold out
EMG Holdings, L.P.0$00.00%−2,600−100.0%Sold out
Game Plan Financial Advisors, LLC0$00.00%−2,600−100.0%Sold out
Washington Trust Bank0$00.00%−2,590−100.0%Sold out
Silverlake Wealth Management LLC0$00.00%−2,577−100.0%Sold out
Summit Global Investments0$00.00%−2,563−100.0%Sold out
Monterey Private Wealth, Inc.0$00.00%−2,486−100.0%Sold out
Ellsworth Advisors, LLC0$00.00%−2,472−100.0%Sold out
Formidable Asset Management, LLC0$00.00%−2,548−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−2,557−100.0%Sold out
Allen Mooney & Barnes Investment Advisors LLC0$00.00%−2,532−100.0%Sold out
Maryland Capital Management0$00.00%−2,523−100.0%Sold out
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors0$00.00%−2,514−100.0%Sold out
Beck Mack & Oliver LLC0$00.00%−2,500−100.0%Sold out
Brandywine Oak Private Wealth LLC0$00.00%−2,511−100.0%Sold out
Hemington Wealth Management0$00.00%−2,504−100.0%Sold out
Forte Capital LLC0$00.00%−2,221−100.0%Sold out
Hall Capital Management Co Inc0$00.00%−2,490−100.0%Sold out
Associated Banc-Corp0$00.00%−2,451−100.0%Sold out
Grandview Asset Management LLC0$00.00%−2,454−100.0%Sold out
Deuterium Capital Management, LLC0$00.00%−2,462−100.0%Sold out
Eagle Strategies LLC0$00.00%−2,454−100.0%Sold out
Resonant Capital Advisors, LLC0$00.00%−2,463−100.0%Sold out
REDW Wealth LLC0$00.00%−2,433−100.0%Sold out
Boston Trust Walden Corp0$00.00%−2,423−100.0%Sold out
Primoris Wealth Advisors, LLC0$00.00%−2,429−100.0%Sold out
Colonial River Wealth Management, LLC0$00.00%−2,413−100.0%Sold out
Investment Partners, Ltd.0$00.00%−2,392−100.0%Sold out
Greenspring Advisors, LLC0$00.00%−2,392−100.0%Sold out
Birch Hill Investment Advisors LLC0$00.00%−2,378−100.0%Sold out
Karpas Strategies, LLC0$00.00%−2,332−100.0%Sold out
F&V Capital Management, LLC0$00.00%−2,339−100.0%Sold out
Royal Fund Management, LLC0$00.00%−2,344−100.0%Sold out
First Affirmative Financial Network0$00.00%−2,322−100.0%Sold out
TrueWealth Advisors, LLC0$00.00%−2,070−100.0%Sold out
Alley Investment Management Company, LLC0$00.00%−2,314−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−2,294−100.0%Sold out
Icon Wealth Partners, LLC0$00.00%−2,288−100.0%Sold out
Flynn Zito Capital Management, LLC0$00.00%−2,293−100.0%Sold out
ETF Managers Group, LLC0$00.00%−1,841−100.0%Sold out
Bessemer Securities LLC0$00.00%−1,799−100.0%Sold out
Paladin Advisory Group, LLC0$00.00%−1,488−100.0%Sold out
TCWP LLC0$00.00%−1,158−100.0%Sold out
Greenwood Capital Associates LLC0$00.00%−900−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−823−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−609−100.0%Sold out
Tarbox Family Office, Inc.0$00.00%−502−100.0%Sold out
Spartan Planning & Wealth Management0$00.00%−385−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−300−100.0%Sold out
Tyler-Stone Wealth Management0$00.00%−300−100.0%Sold out
Penserra Capital Management LLC0$00.00%−204−100.0%Sold out
DeDora Capital, Inc.0$00.00%−200−100.0%Sold out
Tradewinds Capital Management, LLC0$00.00%−150−100.0%Sold out
Capital Advisory Group Advisory Services, LLC0$00.00%−150−100.0%Sold out
Future Financial Wealth Managment LLC0$00.00%−100−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−104−100.0%Sold out
Cordant, Inc.0$00.00%−92−100.0%Sold out
WestEnd Advisors, LLC0$00.00%–Sold out
Goodwin Investment Advisory0$00.00%−7−100.0%Sold out
CFS Investment Advisory Services, LLC0$00.00%−94,654−100.0%Sold out
J.Safra Asset Management Corp0$00.00%−86−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
Amalgamated Financial Corp.––––Not filed
NN Investment Partners Holdings N.V.––––Not filed
Kings Point Capital Management––––Not filed
People's United Financial, Inc.––––Not filed
Virginia Retirement Systems Et Al––––Not filed
American National Insurance Co––––Not filed
IndexIQ Advisors LLC––––Not filed
American National Registered Investment Advisor, Inc.––––Not filed
Fulcrum Asset Management LLP––––Not filed
Dixon Hughes Goodman Wealth Advisors LLC––––Not filed
Meristem Family Wealth, LLC––––Not filed
Tatro Capital, LLC––––Not filed
Doheny Asset Management––––Not filed
Barrett Asset Management, LLC––––Not filed
Lenox Wealth Advisors, LLC––––Not filed
Smith Group Asset Management, LLC––––Not filed
SJS Investment Consulting Inc.––––Not filed
Nauset Wealth Management. LLC––––Not filed