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 |
|---|---|---|---|---|---|
| Private Asset Management Inc | 3,082 | $234.0K | 0.04% | 00.0% | Unchanged |
| Janney Capital Management LLC | 3,089 | $235.0K | 0.02% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,090 | $235.0K | 0.09% | +3,090 | New |
| Ascent Group, LLC | 2,805 | $236.0K | 0.03% | −345−11.0% | Reduced |
| Madison Asset Management, LLC | 3,106 | $236.0K | 0.00% | +3,106 | New |
| Keebeck Wealth Management, LLC | 3,102 | $236.0K | 0.05% | +3,102 | New |
| SOL Capital Management CO | 3,120 | $237.0K | 0.05% | −400−11.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,117 | $237.0K | 0.15% | +5+0.2% | Added |
| Delphia (USA) Inc. | 3,112 | $237.0K | 0.16% | +3,112 | New |
| Echo Street Capital Management LLC | 3,128 | $238.0K | 0.00% | −917−22.7% | Reduced |
| Johnson Investment Counsel Inc | 3,134 | $238.0K | 0.00% | +668+27.1% | Added |
| David Loasby | 3,105 | $239.0K | 0.04% | +43+1.4% | Added |
| Detalus Advisors, LLC | 3,149 | $240.0K | 0.14% | +3,149 | New |
| Horizon Wealth Management, LLC | 3,181 | $242.0K | 0.10% | −325−9.3% | Reduced |
| Everhart Financial Group, Inc. | 3,183 | $242.0K | 0.15% | +3,183 | New |
| Covington Capital Management | 3,196 | $243.0K | 0.01% | −19−0.6% | Reduced |
| Crewe Advisors LLC | 3,197 | $243.0K | 0.05% | +699+28.0% | Added |
| Raab & Moskowitz Asset Management LLC | 3,195 | $243.0K | 0.10% | +705+28.3% | Added |
| Twin Focus Capital Partners, LLC | 3,210 | $244.0K | 0.05% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,210 | $244.0K | 0.04% | +200+6.6% | Added |
| Howard Financial Services, Ltd. | 3,220 | $245.0K | 0.08% | +195+6.4% | Added |
| CX Institutional | 3,234 | $246.0K | 0.02% | −1,274−28.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,239 | $246.0K | 0.23% | −140−4.1% | Reduced |
| Capital Advisors Inc | 3,229 | $246.0K | 0.01% | +551+20.6% | Added |
| Focus Financial Network, Inc. | 3,246 | $246.9K | 0.02% | +863+36.2% | Added |
| Pinnacle Private Wealth, LLC | 3,253 | $247.0K | 0.10% | −322−9.0% | Reduced |
| Bragg Financial Advisors, Inc | 3,247 | $247.0K | 0.02% | −82−2.5% | Reduced |
| CNB Bank | 3,255 | $248.0K | 0.16% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,273 | $249.0K | 0.01% | +966+41.9% | Added |
| Valley National Advisers Inc | 3,244 | $250.0K | 0.05% | +1,396+75.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 3,308 | $251.0K | 0.02% | +10.0% | Added |
| Vantage Consulting Group Inc | 3,298 | $251.0K | 0.14% | +436+15.2% | Added |
| Syntax Advisors, LLC | 3,298 | $251.0K | 0.21% | +436+15.2% | Added |
| Continuum Advisory, LLC | 3,307 | $252.0K | 0.05% | −104−3.0% | Reduced |
| Millennium Capital Advisors, LLC | 3,340 | $254.0K | 0.25% | +776+30.3% | Added |
| Independent Solutions Wealth Management, LLC | 3,340 | $254.0K | 0.08% | −1,549−31.7% | Reduced |
| Kore Private Wealth LLC | 3,356 | $255.0K | 0.04% | −344−9.3% | Reduced |
| Wellington Shields Capital Management, LLC | 3,357 | $255.0K | 0.03% | −300−8.2% | Reduced |
| Duncker Streett & Co Inc | 3,371 | $256.0K | 0.06% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 3,394 | $256.0K | 0.05% | +62+1.9% | Added |
| Clearstead Advisors, LLC | 3,383 | $257.0K | 0.02% | +223+7.1% | Added |
| Riverwater Partners LLC | 3,400 | $259.0K | 0.26% | +3,400 | New |
| RSM US Wealth Management LLC | 3,424 | $260.0K | 0.01% | +1,063+45.0% | Added |
| Humankind Investments LLC | 3,455 | $263.0K | 0.13% | +523+17.8% | Added |
| M&G Investment Management Ltd | 3,488 | $265.0K | 0.00% | −80−2.2% | Reduced |
| Capstone Financial Advisors, Inc. | 3,481 | $265.0K | 0.02% | +31+0.9% | Added |
| WSFS Capital Management, LLC | 3,499 | $266.0K | 0.09% | −16−0.5% | Reduced |
| Red Cedar Capital, LLC | 3,500 | $266.0K | 0.18% | 00.0% | Unchanged |
| Marathon Capital Management | 3,511 | $267.0K | 0.09% | +3,511 | New |
| American Trust | 3,523 | $268.0K | 0.02% | +260+8.0% | Added |
| Cohen & Steers, Inc. | 3,553 | $270.0K | 0.00% | +92+2.7% | Added |
| Choate Investment Advisors | 3,547 | $270.0K | 0.02% | +508+16.7% | Added |
| Wagner Wealth Management, LLC | 3,553 | $270.0K | 0.22% | +505+16.6% | Added |
| Joule Financial, LLC | 3,545 | $270.0K | 0.21% | +3,545 | New |
| Pflug Koory, LLC | 3,560 | $271.0K | 0.16% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 3,570 | $271.0K | 0.07% | +290+8.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,564 | $271.0K | 0.01% | +396+12.5% | Added |
| American National Bank | 3,573 | $272.0K | 0.07% | +1,558+77.3% | Added |
| Guerra Pan Advisors, LLC | 3,239 | $273.0K | 0.34% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,596 | $274.0K | 0.27% | +17+0.5% | Added |
| EverSource Wealth Advisors, LLC | 3,609 | $275.0K | 0.07% | −82−2.2% | Reduced |
| Carmel Capital Partners, LLC | 3,627 | $276.0K | 0.26% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 3,651 | $278.0K | 0.08% | −996−21.4% | Reduced |
| Coastal Investment Advisors, Inc. | 3,625 | $278.0K | 0.07% | −250−6.5% | Reduced |
| MidWestOne Financial Group, Inc. | 3,664 | $279.0K | 0.07% | −252−6.4% | Reduced |
| Boenning & Scattergood, Inc. | 3,670 | $279.0K | 0.05% | −98−2.6% | Reduced |
| Hoylecohen, LLC | 3,667 | $279.0K | 0.03% | +3+0.1% | Added |
| Jones Financial Companies LLLP | 3,664 | $279.0K | 0.00% | +22+0.6% | Added |
| Optimum Investment Advisors | 3,700 | $281.0K | 0.14% | −550−12.9% | Reduced |
| Cutler Group LP | 3,723 | $283.0K | 0.04% | −66,626−94.7% | Reduced |
| Private Capital Management LLC | 3,248 | $284.0K | 0.09% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 3,753 | $285.0K | 0.13% | +15+0.4% | Added |
| Drive Wealth Management, LLC | 3,760 | $286.0K | 0.26% | −668−15.1% | Reduced |
| Overbrook Management Corp | 3,764 | $286.0K | 0.08% | 00.0% | Unchanged |
| HYA Advisors, Inc | 3,757 | $286.0K | 0.11% | +18+0.5% | Added |
| Cable Hill Partners, LLC | 3,760 | $286.0K | 0.07% | +839+28.7% | Added |
| Integrated Investment Consultants, LLC | 3,767 | $287.0K | 0.10% | −427−10.2% | Reduced |
| Sunflower Bank, N.A. | 3,796 | $288.0K | 0.06% | −119−3.0% | Reduced |
| Trustmark National Bank Trust Department | 3,790 | $288.0K | 0.03% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 3,800 | $289.0K | 0.01% | −2,200−36.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 3,800 | $289.0K | 0.00% | +600+18.8% | Added |
| Park National Corp | 3,808 | $290.0K | 0.01% | +92+2.5% | Added |
| City State Bank | 3,830 | $291.0K | 0.20% | +5+0.1% | Added |
| MCF Advisors LLC | 3,857 | $293.0K | 0.03% | +198+5.4% | Added |
| Shepherd Financial Partners LLC | 3,867 | $294.0K | 0.06% | +844+27.9% | Added |
| Willner & Heller, LLC | 3,885 | $295.0K | 0.46% | +59+1.5% | Added |
| Flagship Harbor Advisors, LLC | 3,881 | $295.0K | 0.03% | +388+11.1% | Added |
| Sepio Capital, LP | 3,876 | $295.0K | 0.03% | +559+16.9% | Added |
| Michael B. Yongue | 3,888 | $296.0K | 0.26% | −1,215−23.8% | Reduced |
| Rosenberg Matthew Hamilton | 3,852 | $296.0K | 0.11% | −620−13.9% | Reduced |
| Buffington Mohr McNeal | 3,893 | $296.0K | 0.06% | +143+3.8% | Added |
| Global Retirement Partners, LLC | 3,889 | $296.0K | 0.02% | −34−0.9% | Reduced |
| Platte River Wealth Advisors, LLC | 3,930 | $299.0K | 0.13% | −2,950−42.9% | Reduced |
| HBK Sorce Advisory LLC | 3,929 | $299.0K | 0.02% | −2,013−33.9% | Reduced |
| First Foundation Advisors | 3,937 | $299.0K | 0.01% | −365−8.5% | Reduced |
| ACG Wealth | 3,932 | $299.0K | 0.06% | +6+0.2% | Added |
| Herold Advisors, Inc. | 3,936 | $299.0K | 0.14% | +1,011+34.6% | Added |
| Tanager Wealth Management LLP | 3,945 | $300.0K | 0.25% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,946 | $300.0K | 0.04% | +1,529+63.3% | Added |
| Frisch Financial Group, Inc. | 3,953 | $301.0K | 0.12% | −47−1.2% | Reduced |