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 |
|---|---|---|---|---|---|
| Riggs Asset Managment Co. Inc. | 492 | $37.0K | 0.02% | 00.0% | Unchanged |
| Corsicana & Co. | 500 | $38.0K | 0.03% | −307−38.0% | Reduced |
| Marshall & Sullivan Inc | 500 | $38.0K | 0.02% | +500 | New |
| Denali Advisors LLC | 500 | $38.0K | 0.02% | +500 | New |
| Ogorek Anthony Joseph | 523 | $39.0K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 500 | $39.0K | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 537 | $41.0K | 0.00% | −9,918−94.9% | Reduced |
| GeoWealth Management, LLC | 537 | $41.0K | 0.01% | +43+8.7% | Added |
| Bell Investment Advisors, Inc | 533 | $41.0K | 0.01% | +533 | New |
| Ghe, LLC | 480 | $42.0K | 0.05% | +480 | New |
| First Command Bank | 567 | $43.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 567 | $43.0K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 583 | $44.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 581 | $44.0K | 0.04% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 584 | $44.0K | 0.03% | +584 | New |
| Carolinas Wealth Consulting LLC | 586 | $45.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $45.6K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 604 | $46.0K | 0.00% | −1,967−76.5% | Reduced |
| Benjamin Edwards Inc | 600 | $46.0K | 0.01% | −1,514−71.6% | Reduced |
| SRS Capital Advisors, Inc. | 603 | $46.0K | 0.01% | −18−2.9% | Reduced |
| Professional Financial Advisors, LLC | 601 | $46.0K | 0.03% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 602 | $46.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 624 | $47.0K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 613 | $47.0K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 625 | $47.0K | 0.03% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 623 | $47.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 601 | $47.0K | 0.03% | +5+0.8% | Added |
| Semmax Financial Advisors Inc. | 519 | $47.0K | 0.02% | 00.0% | Unchanged |
| QVR LLC | 626 | $48.0K | 0.04% | −7,457−92.3% | Reduced |
| SOA Wealth Advisors, LLC. | 670 | $50.0K | 0.01% | −13−1.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 663 | $50.0K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 652 | $50.0K | 0.01% | +50+8.3% | Added |
| AllSquare Wealth Management LLC | 671 | $51.0K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 668 | $51.0K | 0.01% | +3+0.5% | Added |
| HHM Wealth Advisors, LLC | 680 | $52.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 720 | $55.0K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 738 | $56.0K | 0.01% | −3−0.4% | Reduced |
| Stonebridge Capital Advisors LLC | 743 | $57.0K | 0.01% | −277−27.2% | Reduced |
| Clearview Wealth Advisors LLC | 751 | $57.0K | 0.04% | −248−24.8% | Reduced |
| Wellington Shields & Co., LLC | 750 | $57.0K | 0.01% | +750 | New |
| Rocky Mountain Advisers, LLC | 770 | $59.0K | 0.07% | +6+0.8% | Added |
| TSFG, LLC | 790 | $60.0K | 0.03% | −50−6.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 784 | $60.0K | 0.04% | 00.0% | Unchanged |
| Park Circle Co | 800 | $61.0K | 0.06% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 800 | $61.0K | 0.01% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 804 | $61.2K | 0.03% | +804 | New |
| CoreFirst Bank & Trust | 811 | $62.0K | 0.05% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 640 | $63.0K | 0.01% | +440+220.0% | Added |
| Capital Directions Investment Advisors, LLC | 845 | $64.0K | 0.02% | −640−43.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 843 | $65.0K | 0.06% | +2+0.2% | Added |
| Atticus Wealth Management, LLC | 866 | $66.0K | 0.03% | +729+532.1% | Added |
| Eukles Asset Management | 914 | $70.0K | 0.04% | −19−2.0% | Reduced |
| Cedar Wealth Management, LLC | 922 | $70.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 925 | $70.0K | 0.01% | +109+13.4% | Added |
| Brown, Lisle/Cummings, Inc. | 925 | $70.4K | 0.04% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 959 | $73.0K | 0.02% | +5+0.5% | Added |
| Hanson & Doremus Investment Management | 964 | $73.0K | 0.02% | +129+15.4% | Added |
| Selective Wealth Management, Inc. | 978 | $74.0K | 0.03% | −300−23.5% | Reduced |
| Rise Advisors, LLC | 988 | $75.0K | 0.08% | +108+12.3% | Added |
| Citizens National Bank Trust Department | 1,014 | $77.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,020 | $78.3K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,035 | $79.0K | 0.04% | +1+0.1% | Added |
| Investors Asset Management of Georgia Inc | 1,047 | $80.0K | 0.04% | +1,047 | New |
| Founders Capital Management | 1,078 | $82.0K | 0.06% | +13+1.2% | Added |
| Tilia Fiduciary Partners, Inc. | 1,091 | $83.0K | 0.08% | +250+29.7% | Added |
| Resources Management Corp | 1,109 | $84.0K | 0.01% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,116 | $85.0K | 0.06% | +10+0.9% | Added |
| WD Rutherford LLC | 1,150 | $87.0K | 0.07% | −475−29.2% | Reduced |
| West Paces Advisors Inc. | 1,144 | $87.0K | 0.03% | −45−3.8% | Reduced |
| McIlrath & Eck, LLC | 1,170 | $89.0K | 0.03% | +119+11.3% | Added |
| Total Clarity Wealth Management, Inc. | 1,202 | $91.0K | 0.05% | +1,202 | New |
| PSI Advisors, LLC | 1,201 | $92.0K | 0.05% | +100+9.1% | Added |
| Fairfield, Bush & Co. | 1,240 | $94.0K | 0.06% | +1,240 | New |
| Dividend Assets Capital, LLC | 1,267 | $96.0K | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 1,297 | $99.0K | 0.02% | −360−21.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,296 | $99.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,312 | $100.0K | 0.02% | +387+41.8% | Added |
| Parallax Volatility Advisers, L.P. | 1,326 | $101.0K | 0.00% | +1,326 | New |
| Capital Advisors, Ltd. LLC | 1,346 | $102.0K | 0.02% | +62+4.8% | Added |
| Silvant Capital Management LLC | 1,357 | $103.0K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,356 | $103.0K | 0.04% | +12+0.9% | Added |
| Sutton Wealth Advisors Inc. | 1,364 | $103.8K | 0.04% | +236+20.9% | Added |
| Independence Bank of Kentucky | 1,364 | $104.0K | 0.05% | 00.0% | Unchanged |
| Jefferies Group LLC | 1,388 | $105.6K | 0.00% | −1,123−44.7% | Reduced |
| Laffer Tengler Investments | 1,404 | $106.8K | 0.04% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,436 | $109.0K | 0.06% | +1,436 | New |
| Piscataqua Savings Bank | 1,463 | $111.0K | 0.10% | +1,200+456.3% | Added |
| Premier Asset Management LLC | 11,043 | $114.0K | 0.09% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,500 | $114.0K | 0.04% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 1,503 | $114.0K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,576 | $119.9K | 0.07% | +1,576 | New |
| Farmers & Merchants Investments Inc | 1,645 | $125.0K | 0.01% | +528+47.3% | Added |
| Hillsdale Investment Management Inc. | 1,654 | $126.0K | 0.01% | −36−2.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,658 | $126.0K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,659 | $126.0K | 0.03% | +27+1.7% | Added |
| Proequities, Inc. | 1,674 | $127.0K | 0.01% | +94+5.9% | Added |
| Hexagon Capital Partners LLC | 1,675 | $127.0K | 0.04% | +263+18.6% | Added |
| Plante Moran Financial Advisors, LLC | 1,739 | $132.0K | 0.02% | +501+40.5% | Added |
| Atlas Capital Advisors LLC | 1,816 | $138.1K | 0.02% | −465−20.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,833 | $139.0K | 0.05% | −50−2.7% | Reduced |