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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 1,835 | $140.0K | 0.04% | −1,296−41.4% | Reduced |
| Covestor Ltd | 1,857 | $141.0K | 0.12% | +1,231+196.6% | Added |
| Baystate Wealth Management LLC | 1,872 | $142.0K | 0.01% | +17+0.9% | Added |
| BerganKDV Wealth Management, LLC | 1,913 | $145.0K | 0.02% | −8,028−80.8% | Reduced |
| Endurance Wealth Management, Inc. | 1,916 | $146.0K | 0.02% | 00.0% | Unchanged |
| Monolith Advisors | 1,965 | $149.0K | 0.16% | +1,448+280.1% | Added |
| IMA Wealth, Inc. | 1,966 | $150.0K | 0.04% | −163−7.7% | Reduced |
| Interactive Financial Advisors | 2,000 | $152.0K | 0.08% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,026 | $154.0K | 0.01% | +187+10.2% | Added |
| Compagnie Lombard Odier SCmA | 2,066 | $156.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2,040 | $157.0K | 0.09% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 2,068 | $157.3K | 0.01% | −438−17.5% | Reduced |
| Washington Trust Advisors, Inc. | 2,085 | $158.0K | 0.01% | −548−20.8% | Reduced |
| First National Bank of South Miami | 2,123 | $161.0K | 0.11% | +1,123+112.3% | Added |
| Wolff Wiese Magana LLC | 2,151 | $164.0K | 0.12% | +735+51.9% | Added |
| South Dakota Investment Council | 2,200 | $167.0K | 0.00% | +2,200 | New |
| Ellevest, Inc. | 2,283 | $174.0K | 0.02% | −4,081−64.1% | Reduced |
| Prestige Wealth Management Group LLC | 2,301 | $175.0K | 0.05% | +208+9.9% | Added |
| Operose Advisors LLC | 2,354 | $179.0K | 0.13% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,389 | $182.0K | 0.01% | +2,389 | New |
| Harvest Fund Management Co., Ltd | 2,421 | $184.0K | 0.05% | −1,351−35.8% | Reduced |
| Bangor Savings Bank | 2,487 | $189.0K | 0.02% | +2,487 | New |
| Highlander Capital Management, LLC | 2,500 | $190.0K | 0.10% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,507 | $191.0K | 0.03% | +2,289+1,050.0% | Added |
| Oakworth Capital, Inc. | 2,546 | $194.0K | 0.02% | −84−3.2% | Reduced |
| Missouri Trust & Investment Co | 2,640 | $201.0K | 0.13% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,645 | $201.0K | 0.04% | +107+4.2% | Added |
| N.E.W. Advisory Services LLC | 2,641 | $201.0K | 0.04% | +2,641 | New |
| Windsor Group LTD | 2,683 | $202.0K | 0.05% | −9,834−78.6% | Reduced |
| Asset Allocation & Management Company, LLC | 2,660 | $202.0K | 0.08% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 2,666 | $203.0K | 0.01% | −684,959−99.6% | Reduced |
| Univest Financial Corp | 2,663 | $203.0K | 0.07% | −144−5.1% | Reduced |
| Wedge Capital Management L L P | 2,680 | $204.0K | 0.00% | −63−2.3% | Reduced |
| Weatherly Asset Management L. P. | 2,684 | $204.0K | 0.03% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 2,680 | $204.0K | 0.11% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,676 | $204.0K | 0.05% | +310+13.1% | Added |
| Navis Wealth Advisors, LLC | 2,700 | $205.0K | 0.22% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,435 | $205.0K | 0.01% | +2,435 | New |
| Northwest Bancshares, Inc. | 2,709 | $206.0K | 0.05% | 00.0% | Unchanged |
| Reik & Co., LLC | 2,703 | $206.0K | 0.06% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,702 | $206.0K | 0.15% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,704 | $206.0K | 0.12% | +24+0.9% | Added |
| FSB Premier Wealth Management, Inc. | 2,712 | $206.0K | 0.11% | −9−0.3% | Reduced |
| Broadleaf Partners, LLC | 2,719 | $207.0K | 0.09% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,725 | $207.0K | 0.12% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,732 | $208.0K | 0.20% | −25−0.9% | Reduced |
| Aspiriant, LLC | 2,762 | $209.0K | 0.01% | −99−3.5% | Reduced |
| Annapolis Financial Services, LLC | 2,745 | $209.0K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,755 | $210.0K | 0.01% | −423−13.3% | Reduced |
| E Fund Management Co., Ltd. | 2,779 | $211.0K | 0.02% | −21−0.8% | Reduced |
| DGS Capital Management, LLC | 2,787 | $212.0K | 0.17% | −349−11.1% | Reduced |
| Mayfair Advisory Group, LLC | 2,517 | $212.0K | 0.28% | +2,517 | New |
| GHP Investment Advisors, Inc. | 2,804 | $213.0K | 0.02% | +213+8.2% | Added |
| Congress Park Capital LLC | 2,800 | $213.0K | 0.14% | +2,800 | New |
| American State Bank (Iowa) | 2,808 | $213.6K | 0.17% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 2,817 | $214.0K | 0.09% | +50+1.8% | Added |
| Sargent Bickham Lagudis LLC | 2,808 | $214.0K | 0.02% | +366+15.0% | Added |
| Norway Savings Bank | 2,827 | $215.0K | 0.11% | −25−0.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 2,836 | $216.0K | 0.07% | −630−18.2% | Reduced |
| Fort Sheridan Advisors LLC | 2,858 | $217.0K | 0.07% | −478−14.3% | Reduced |
| Keystone Financial Group | 2,851 | $217.0K | 0.04% | +295+11.5% | Added |
| Canvas Wealth Advisors, LLC | 2,851 | $217.0K | 0.09% | +2,851 | New |
| Vigilare Wealth Management | 2,870 | $218.0K | 0.24% | −819−22.2% | Reduced |
| Leisure Capital Management | 2,871 | $218.0K | 0.11% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 2,872 | $218.0K | 0.14% | 00.0% | Unchanged |
| JT Stratford LLC | 2,867 | $218.0K | 0.07% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 2,843 | $218.0K | 0.01% | 00.0% | Unchanged |
| Wrapmanager Inc | 2,864 | $218.0K | 0.07% | +2,864 | New |
| Motco | 2,875 | $219.0K | 0.02% | −1,694−37.1% | Reduced |
| McLean Asset Management Corp | 2,898 | $219.0K | 0.09% | +23+0.8% | Added |
| Alta Wealth Advisors LLC | 2,838 | $219.0K | 0.15% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,876 | $219.0K | 0.06% | +1,681+140.7% | Added |
| Moloney Securities Asset Management, LLC | 2,918 | $222.0K | 0.05% | −2,322−44.3% | Reduced |
| Valmark Advisers, Inc. | 2,914 | $222.0K | 0.00% | −1,610−35.6% | Reduced |
| Addison Advisors LLC | 2,920 | $222.0K | 0.13% | −114−3.8% | Reduced |
| FinTrust Capital Advisors, LLC | 2,697 | $222.0K | 0.06% | −229−7.8% | Reduced |
| Bluefin Capital Management, LLC | 2,840 | $222.0K | 0.03% | +402+16.5% | Added |
| Fiduciary Group LLC | 2,464 | $222.0K | 0.03% | +2,464 | New |
| NBT Bank N A | 2,932 | $223.0K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,927 | $223.0K | 0.13% | +397+15.7% | Added |
| XR Securities LLC | 2,927 | $223.0K | 0.11% | +2,927 | New |
| 180 Wealth Advisors, LLC | 2,914 | $224.0K | 0.06% | −19−0.6% | Reduced |
| River Wealth Advisors LLC | 2,940 | $224.0K | 0.04% | −187−6.0% | Reduced |
| Fortune 45 LLC | 2,955 | $224.0K | 0.26% | +2,955 | New |
| Five Oceans Advisors | 2,977 | $226.0K | 0.17% | −86−2.8% | Reduced |
| Perfromance Wealth Partners, LLC | 2,971 | $226.0K | 0.01% | −10−0.3% | Reduced |
| Harrington Investments, INC | 2,975 | $226.0K | 0.17% | 00.0% | Unchanged |
| Novare Capital Management LLC | 2,985 | $227.0K | 0.03% | −960−24.3% | Reduced |
| Kozak & Associates, Inc. | 2,991 | $227.0K | 0.15% | +1,178+65.0% | Added |
| O'Rourke & Company, Inc | 2,997 | $228.0K | 0.19% | −37−1.2% | Reduced |
| Spirit of America Management Corp | 3,000 | $228.0K | 0.05% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 3,000 | $228.0K | 0.09% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,996 | $228.0K | 0.14% | +407+15.7% | Added |
| Arete Wealth Advisors, LLC | 3,005 | $229.0K | 0.03% | −830−21.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,019 | $230.0K | 0.09% | +40+1.3% | Added |
| Independent Financial Group, LLC | 3,035 | $230.8K | 0.02% | −448−12.9% | Reduced |
| Stonnington Group, LLC | 3,000 | $231.0K | 0.06% | −4,550−60.3% | Reduced |
| Objective Capital Management, LLC | 3,042 | $231.0K | 0.23% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 3,043 | $231.0K | 0.28% | +367+13.7% | Added |
| IMPACTfolio, LLC | 3,053 | $232.0K | 0.22% | −40−1.3% | Reduced |