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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 5,071 | $386.0K | 0.02% | +267+5.6% | Added |
| Skba Capital Management LLC | 5,100 | $388.0K | 0.08% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,125 | $389.8K | 0.04% | +2,024+65.3% | Added |
| Ausdal Financial Partners, Inc. | 5,148 | $392.0K | 0.06% | +33+0.6% | Added |
| Private Capital Group, LLC | 5,159 | $392.0K | 0.30% | +46+0.9% | Added |
| Jackson Square Capital, LLC | 5,167 | $393.0K | 0.17% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 5,174 | $394.0K | 0.02% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 5,194 | $395.0K | 0.02% | +2,485+91.7% | Added |
| Jupiter Asset Management Ltd | 5,200 | $396.0K | 0.01% | −148,000−96.6% | Reduced |
| KG&L Capital Management,LLC | 5,236 | $398.0K | 0.21% | +2,079+65.9% | Added |
| Tower Bridge Advisors | 5,242 | $398.7K | 0.03% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 5,241 | $399.0K | 0.05% | −15−0.3% | Reduced |
| Strategic Financial Services, Inc, | 5,255 | $400.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,270 | $401.0K | 0.02% | +635+13.7% | Added |
| Parkside Financial Bank & Trust | 5,286 | $402.0K | 0.12% | −85−1.6% | Reduced |
| North Star Investment Management Corp. | 5,299 | $403.0K | 0.04% | +128+2.5% | Added |
| Maven Securities LTD | 5,329 | $405.0K | 0.07% | −7,191−57.4% | Reduced |
| V Wealth Advisors LLC | 5,324 | $405.0K | 0.08% | +389+7.9% | Added |
| Deseret Mutual Benefit Administrators | 5,349 | $407.0K | 0.09% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 5,381 | $409.0K | 0.02% | −1,225−18.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,380 | $409.0K | 0.03% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5,388 | $410.0K | 0.02% | −235−4.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,433 | $413.0K | 0.09% | −410−7.0% | Reduced |
| BKD Wealth Advisors, LLC | 5,431 | $413.0K | 0.02% | +5,431 | New |
| Laurel Wealth Advisors, Inc. | 5,477 | $416.0K | 0.04% | −139−2.5% | Reduced |
| M Holdings Securities, Inc. | 5,483 | $417.0K | 0.04% | +381+7.5% | Added |
| Claro Advisors LLC | 5,494 | $418.0K | 0.17% | +3,251+144.9% | Added |
| Transatlantique Private Wealth LLC | 5,496 | $418.0K | 0.29% | +5,496 | New |
| Regal Investment Advisors LLC | 5,553 | $422.0K | 0.04% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 5,550 | $422.0K | 0.08% | 00.0% | Unchanged |
| Sippican Capital Advisors | 5,578 | $424.0K | 0.42% | −400−6.7% | Reduced |
| 55I, LLC | 5,573 | $424.0K | 0.01% | +5,573 | New |
| Financial Advisors, LLC | 5,590 | $425.0K | 0.15% | 00.0% | Unchanged |
| First Interstate Bank | 5,615 | $427.0K | 0.03% | +5,615 | New |
| Cape Cod Five Cents Savings Bank | 5,625 | $428.0K | 0.05% | −10−0.2% | Reduced |
| Camden Capital, LLC | 5,671 | $431.0K | 0.11% | −449−7.3% | Reduced |
| M&R Capital Management Inc | 5,684 | $432.0K | 0.11% | −224−3.8% | Reduced |
| Rossmore Private Capital | 5,693 | $433.0K | 0.07% | +300+5.6% | Added |
| Nicholas Hoffman & Company, LLC. | 5,723 | $435.0K | 0.02% | +3+0.1% | Added |
| Kistler-Tiffany Companies, LLC | 5,716 | $435.0K | 0.09% | +208+3.8% | Added |
| RFG Advisory, LLC | 5,049 | $435.0K | 0.03% | +1,372+37.3% | Added |
| Cooper Financial Group | 5,715 | $435.0K | 0.16% | +2,777+94.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 5,739 | $437.0K | 0.00% | −3,500−37.9% | Reduced |
| Morris Retirement Advisors, LLC | 5,747 | $437.0K | 0.38% | −157−2.7% | Reduced |
| Insight 2811, Inc. | 5,763 | $438.0K | 0.29% | +216+3.9% | Added |
| Personal Capital Advisors Corp | 5,795 | $441.0K | 0.00% | −156−2.6% | Reduced |
| Bank of Nova Scotia Trust Co | 5,790 | $441.0K | 0.05% | +104+1.8% | Added |
| Thomas White International Ltd | 5,820 | $443.0K | 0.09% | 00.0% | Unchanged |
| Bank of Hawaii | 5,827 | $443.0K | 0.03% | +130+2.3% | Added |
| Curi Capital | 5,841 | $444.0K | 0.09% | +121+2.1% | Added |
| Smithfield Trust Co | 5,843 | $446.0K | 0.03% | −3,353−36.5% | Reduced |
| Glen Eagle Advisors, LLC | 5,882 | $447.4K | 0.12% | −769−11.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,903 | $449.0K | 0.01% | +205+3.6% | Added |
| Bartlett & Co. LLC | 5,903 | $449.0K | 0.01% | +205+3.6% | Added |
| Wedmont Private Capital | 5,925 | $451.0K | 0.10% | +866+17.1% | Added |
| Adirondack Trust Co | 5,937 | $452.0K | 0.24% | +165+2.9% | Added |
| AXS Investments LLC | 5,940 | $452.0K | 0.16% | +1,522+34.4% | Added |
| Curbstone Financial Management Corp | 5,962 | $453.0K | 0.11% | 00.0% | Unchanged |
| Pacitti Group Inc. | 5,969 | $454.0K | 0.35% | +39+0.7% | Added |
| Avidian Wealth Solutions, LLC | 6,002 | $457.0K | 0.03% | −5,339−47.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,011 | $457.0K | 0.02% | +207+3.6% | Added |
| Berger Financial Group, Inc | 6,011 | $457.0K | 0.07% | +422+7.6% | Added |
| Summit Trail Advisors, LLC | 6,048 | $460.0K | 0.03% | +221+3.8% | Added |
| CPWM, LLC | 6,121 | $466.0K | 0.04% | +1,802+41.7% | Added |
| Carlson Capital Management | 6,123 | $466.0K | 0.04% | +1,949+46.7% | Added |
| BSW Wealth Partners | 6,152 | $468.0K | 0.11% | +269+4.6% | Added |
| Bell Bank | 6,154 | $468.0K | 0.06% | +630+11.4% | Added |
| RMR Wealth Builders | 6,160 | $469.0K | 0.12% | −2,595−29.6% | Reduced |
| Concord Wealth Partners | 6,165 | $469.0K | 0.13% | −66−1.1% | Reduced |
| Miracle Mile Advisors, LLC | 6,160 | $469.0K | 0.02% | +428+7.5% | Added |
| Gsa Capital Partners LLP | 6,184 | $470.0K | 0.07% | −3,523−36.3% | Reduced |
| Pendal Group Limited | 6,188 | $471.0K | 0.00% | −5,722−48.0% | Reduced |
| NorthRock Partners, LLC | 6,225 | $473.0K | 0.05% | −152−2.4% | Reduced |
| US Asset Management LLC | 6,231 | $474.0K | 0.52% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 6,243 | $475.0K | 0.42% | 00.0% | Unchanged |
| Berkshire Bank | 6,259 | $476.0K | 0.14% | +394+6.7% | Added |
| J. W. Coons Advisors, LLC | 6,311 | $480.0K | 0.17% | −600−8.7% | Reduced |
| Sendero Wealth Management, LLC | 6,317 | $480.0K | 0.46% | +2,674+73.4% | Added |
| American Portfolios Advisors | 6,321 | $480.8K | 0.02% | −149−2.3% | Reduced |
| Wharton Business Group, LLC | 6,329 | $481.0K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 6,331 | $482.0K | 0.07% | +255+4.2% | Added |
| Jackson Creek Investment Advisors LLC | 5,712 | $482.0K | 0.19% | −24−0.4% | Reduced |
| Rehmann Capital Advisory Group | 6,350 | $483.0K | 0.05% | −368−5.5% | Reduced |
| Kingsview Wealth Management, LLC | 6,372 | $485.0K | 0.02% | −2,293−26.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,430 | $489.0K | 0.05% | −272−4.1% | Reduced |
| Sunbelt Securities, Inc. | 6,458 | $491.0K | 0.10% | +1,754+37.3% | Added |
| Lee Danner & Bass Inc | 6,475 | $492.0K | 0.05% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 6,509 | $495.0K | 0.01% | +5+0.1% | Added |
| Community Bank of Raymore | 6,540 | $497.0K | 0.15% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 6,530 | $497.0K | 0.12% | +113+1.8% | Added |
| Brown Capital Management LLC | 6,547 | $498.0K | 0.01% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 6,542 | $498.0K | 0.11% | +13+0.2% | Added |
| Harbor Advisors LLC | 6,608 | $503.0K | 0.12% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,663 | $506.0K | 0.06% | −14,285−68.2% | Reduced |
| Stonegate Investment Group, LLC | 6,670 | $507.0K | 0.02% | +690+11.5% | Added |
| GraniteShares Advisors LLC | 6,703 | $509.0K | 0.37% | −1,155−14.7% | Reduced |
| Strategy Asset Managers LLC | 6,691 | $509.0K | 0.16% | −814−10.8% | Reduced |
| Quantamental Technologies LLC | 6,790 | $516.0K | 0.24% | −574−7.8% | Reduced |
| Somerville Kurt F | 6,840 | $520.0K | 0.10% | −247−3.5% | Reduced |
| Virginia National Bank | 6,850 | $521.0K | 0.82% | −600−8.1% | Reduced |