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 |
|---|---|---|---|---|---|
| Kaizen Financial Strategies | 3,955 | $301.0K | 0.30% | +124+3.2% | Added |
| Richwood Investment Advisors, LLC | 3,963 | $301.0K | 0.30% | +1,336+50.9% | Added |
| Davis R M Inc | 3,971 | $302.0K | 0.01% | 00.0% | Unchanged |
| Farmers National Bank | 3,995 | $303.9K | 0.12% | −12−0.3% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $304.0K | 0.18% | −3,000−42.9% | Reduced |
| First Financial Bank - Trust Division | 4,001 | $304.0K | 0.04% | −34−0.8% | Reduced |
| Westover Capital Advisors, LLC | 4,000 | $304.0K | 0.11% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 4,000 | $304.0K | 0.20% | +300+8.1% | Added |
| CVA Family Office, LLC | 3,993 | $304.0K | 0.08% | +995+33.2% | Added |
| Highland Private Wealth Management | 4,007 | $305.0K | 0.05% | −407−9.2% | Reduced |
| Wealthsource Partners, LLC | 4,011 | $305.0K | 0.02% | +980+32.3% | Added |
| St Germain D J Co Inc | 4,027 | $306.0K | 0.02% | −104,824−96.3% | Reduced |
| Lindbrook Capital, LLC | 4,020 | $306.0K | 0.05% | −23−0.6% | Reduced |
| West Family Investments, Inc. | 4,033 | $307.0K | 0.12% | −256−6.0% | Reduced |
| Sage Mountain Advisors LLC | 4,037 | $307.0K | 0.05% | −50−1.2% | Reduced |
| King Wealth | 4,049 | $308.0K | 0.07% | +104+2.6% | Added |
| Allred Capital Management, LLC | 4,068 | $309.0K | 0.19% | −33−0.8% | Reduced |
| Haverford Trust Co | 4,064 | $309.0K | 0.00% | +4,064 | New |
| Cary Street Partner Investment Advisory LLC | 4,074 | $310.0K | 0.03% | +4,074 | New |
| OneAscent Wealth Management LLC | 4,083 | $311.0K | 0.16% | −894−18.0% | Reduced |
| Pinnacle Bancorp, Inc. | 4,087 | $311.0K | 0.13% | −573−12.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,087 | $311.0K | 0.06% | +10.0% | Added |
| Amplius Wealth Advisors, LLC | 4,097 | $311.0K | 0.05% | +32+0.8% | Added |
| Destination Wealth Management | 4,098 | $312.0K | 0.01% | −307−7.0% | Reduced |
| Legacy Financial Advisors, Inc. | 4,122 | $313.0K | 0.08% | −544−11.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,117 | $313.0K | 0.01% | −33−0.8% | Reduced |
| Advus Financial Partners, LLC | 4,117 | $313.2K | 0.17% | +644+18.5% | Added |
| Main Street Financial Solutions, LLC | 4,132 | $314.0K | 0.04% | +3+0.1% | Added |
| BLB&B Advisors, LLC | 4,144 | $315.0K | 0.02% | −231−5.3% | Reduced |
| Quantum Financial Advisors, LLC | 3,545 | $315.0K | 0.12% | +3,545 | New |
| Psagot Value Holdings Ltd. / (Israel) | 4,159 | $316.0K | 0.07% | +250+6.4% | Added |
| Enlightenment Research, LLC | 4,162 | $317.0K | 0.68% | −8,543−67.2% | Reduced |
| Aaron Wealth Advisors | 4,193 | $318.0K | 0.08% | −248,305−98.3% | Reduced |
| Marcum Wealth, LLC | 4,191 | $319.0K | 0.05% | −356−7.8% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 4,195 | $319.0K | 0.17% | +36+0.9% | Added |
| First Citizens Financial Corp | 4,208 | $320.0K | 0.28% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 4,210 | $320.0K | 0.32% | +162+4.0% | Added |
| Americana Partners, LLC | 4,228 | $321.0K | 0.06% | −1,805−29.9% | Reduced |
| First National Advisers, LLC | 4,234 | $322.0K | 0.67% | +4,234 | New |
| Ronald Blue Trust, Inc. | 3,690 | $323.0K | 0.01% | +3,690 | New |
| Eads & Heald Wealth Management | 4,296 | $327.0K | 0.18% | −665−13.4% | Reduced |
| Tributary Capital Management, LLC | 4,300 | $327.0K | 0.03% | −100−2.3% | Reduced |
| Eastern Bank | 4,316 | $328.0K | 0.02% | −41−0.9% | Reduced |
| Roundview Capital LLC | 4,324 | $329.0K | 0.04% | +1,340+44.9% | Added |
| Crawford Investment Counsel Inc | 4,344 | $330.0K | 0.01% | −711−14.1% | Reduced |
| Evergreen Capital Management LLC | 4,339 | $330.0K | 0.02% | −102−2.3% | Reduced |
| Alliance Wealth Advisors, LLC | 4,333 | $330.0K | 0.29% | −20.0% | Reduced |
| Freestone Capital Holdings, LLC | 4,359 | $332.0K | 0.01% | −8,715−66.7% | Reduced |
| Alpha Cubed Investments, LLC | 4,360 | $332.0K | 0.02% | +670+18.2% | Added |
| Aj Wealth Strategies, LLC | 4,400 | $335.0K | 0.02% | 00.0% | Unchanged |
| Advisor Resource Council | 4,398 | $335.0K | 0.03% | +4,398 | New |
| Tobam | 4,415 | $336.0K | 0.02% | +4,415 | New |
| Radnor Capital Management, LLC | 4,440 | $338.0K | 0.09% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,444 | $338.0K | 0.03% | −912−17.0% | Reduced |
| Ulland Investment Advisors, LLC | 4,475 | $340.0K | 0.35% | −1,500−25.1% | Reduced |
| Interchange Capital Partners, LLC | 4,474 | $340.0K | 0.38% | −1,314−22.7% | Reduced |
| Grandfield & Dodd, LLC | 4,468 | $340.0K | 0.03% | −200−4.3% | Reduced |
| Anchor Investment Management, LLC | 4,483 | $341.0K | 0.05% | −397−8.1% | Reduced |
| Tradition Wealth Management, LLC | 4,485 | $341.0K | 0.05% | −816−15.4% | Reduced |
| Centric Wealth Management | 4,501 | $342.0K | 0.13% | +286+6.8% | Added |
| Strategic Wealth Partners, Ltd. | 4,508 | $343.0K | 0.07% | −510−10.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,507 | $343.0K | 0.12% | +1,720+61.7% | Added |
| Peoples Financial Services Corp. | 4,504 | $343.0K | 0.16% | +2,830+169.1% | Added |
| Buckingham Strategic Wealth, LLC | 4,536 | $345.0K | 0.01% | −347−7.1% | Reduced |
| Perritt Capital Management Inc | 4,563 | $347.0K | 0.21% | +63+1.4% | Added |
| OneAscent Financial Services LLC | 4,571 | $348.0K | 0.16% | +718+18.6% | Added |
| Swarthmore Group Inc | 4,593 | $349.0K | 0.14% | −70,356−93.9% | Reduced |
| Davidson Investment Advisors | 4,584 | $349.0K | 0.03% | −425−8.5% | Reduced |
| Wilkinson Global Asset Management LLC | 4,585 | $349.0K | 0.03% | +200+4.6% | Added |
| KLCM Advisors, Inc. | 4,647 | $353.0K | 0.08% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 4,718 | $357.0K | 0.25% | +4,430+1,538.2% | Added |
| LVZ Advisors, Inc. | 4,732 | $360.0K | 0.06% | 00.0% | Unchanged |
| Executive Wealth Group LLC | 4,751 | $361.3K | 0.28% | +43+0.9% | Added |
| Chelsea Counsel Co | 4,776 | $363.0K | 0.19% | 00.0% | Unchanged |
| Wealth Alliance | 4,772 | $363.0K | 0.07% | +68+1.4% | Added |
| Ledyard National Bank | 4,784 | $364.0K | 0.04% | −193−3.9% | Reduced |
| Geller Advisors LLC | 4,794 | $365.0K | 0.08% | −190−3.8% | Reduced |
| Omnia Family Wealth, LLC | 4,794 | $365.0K | 0.27% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 4,805 | $365.0K | 0.24% | +4,805 | New |
| OPSEU Pension Plan Trust Fund | 4,869 | $368.0K | 0.09% | −5,500−53.0% | Reduced |
| Rothschild Investment Corp | 4,851 | $369.0K | 0.03% | 00.0% | Unchanged |
| Round Table Services, LLC | 4,879 | $371.0K | 0.07% | +1,779+57.4% | Added |
| Trilogy Capital Inc. | 4,889 | $372.0K | 0.03% | −1,077−18.1% | Reduced |
| Barings LLC | 4,928 | $374.0K | 0.01% | −3,103−38.6% | Reduced |
| Peoples Bank | 4,920 | $374.0K | 0.23% | −80−1.6% | Reduced |
| X-Square Capital, LLC | 4,935 | $375.0K | 0.23% | −64−1.3% | Reduced |
| Graypoint LLC | 4,928 | $375.0K | 0.05% | +965+24.4% | Added |
| Hudock, Inc. | 4,949 | $376.0K | 0.13% | +35+0.7% | Added |
| Laidlaw Wealth Management LLC | 4,946 | $376.0K | 0.08% | +32+0.7% | Added |
| Bahl & Gaynor Inc | 4,985 | $379.0K | 0.00% | +398+8.7% | Added |
| Vivaldi Capital Management, LLC | 4,979 | $379.0K | 0.10% | +554+12.5% | Added |
| Robertson Stephens Wealth Management, LLC | 5,000 | $380.0K | 0.04% | +5,000 | New |
| Ern LLC | 5,000 | $380.0K | 0.42% | +5,000 | New |
| Exencial Wealth Advisors, LLC | 5,006 | $381.0K | 0.02% | +231+4.8% | Added |
| Altus Wealth Group LLC | 3,918 | $381.0K | 0.38% | −40−1.0% | Reduced |
| Cipher Capital LP | 5,037 | $383.0K | 0.09% | +5,037 | New |
| Fortem Financial Group, LLC | 5,061 | $385.0K | 0.25% | −5,217−50.8% | Reduced |
| IHT Wealth Management, LLC | 5,068 | $385.0K | 0.03% | +316+6.6% | Added |
| Financial Management Professionals, Inc. | 5,063 | $385.0K | 0.09% | +551+12.2% | Added |
| Stelac Advisory Services LLC | 5,064 | $385.0K | 0.15% | +3,141+163.3% | Added |