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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 6,903 | $525.0K | 0.02% | −614−8.2% | Reduced |
| IFG Advisors, LLC | 6,932 | $527.0K | 0.27% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 6,959 | $529.0K | 0.17% | +30+0.4% | Added |
| Hyman Charles D | 6,975 | $531.0K | 0.04% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 6,978 | $531.0K | 0.43% | +327+4.9% | Added |
| Lakeview Capital Partners, LLC | 7,009 | $533.0K | 0.31% | +741+11.8% | Added |
| Cornerstone Wealth Management, LLC | 7,004 | $533.0K | 0.06% | +2,983+74.2% | Added |
| HM Payson & Co | 7,037 | $535.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 7,036 | $535.0K | 0.05% | +79+1.1% | Added |
| Mutual Advisors, LLC | 7,058 | $537.0K | 0.04% | +286+4.2% | Added |
| Mechanics Financial Corp | 7,086 | $539.0K | 0.32% | +440+6.6% | Added |
| TriaGen Wealth Management LLC | 7,126 | $542.0K | 0.39% | 00.0% | Unchanged |
| Salzhauer Michael | 7,140 | $543.0K | 0.34% | −7,700−51.9% | Reduced |
| Schechter Investment Advisors, LLC | 7,154 | $544.0K | 0.05% | −156−2.1% | Reduced |
| Orca Investment Management, LLC | 7,160 | $545.0K | 0.50% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,174 | $546.0K | 0.29% | −51−0.7% | Reduced |
| Hilltop Holdings Inc. | 7,207 | $548.0K | 0.07% | −55−0.8% | Reduced |
| Perpetual Investment Management Ltd | 7,200 | $548.0K | 0.08% | +1,900+35.8% | Added |
| Welch & Forbes LLC | 7,259 | $552.0K | 0.01% | −130−1.8% | Reduced |
| Great Valley Advisor Group, Inc. | 7,272 | $553.0K | 0.03% | +1,773+32.2% | Added |
| AMG National Trust Bank | 6,592 | $556.0K | 0.02% | −5,279−44.5% | Reduced |
| Prio Wealth Limited Partnership | 7,329 | $557.4K | 0.02% | −722−9.0% | Reduced |
| Resource Consulting Group Inc | 7,356 | $559.0K | 0.24% | 00.0% | Unchanged |
| Quilter Plc | 7,380 | $561.0K | 0.02% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 7,370 | $561.0K | 0.38% | +603+8.9% | Added |
| Vantage Financial Partners Ltd., Inc. | 7,400 | $563.0K | 0.33% | +1,450+24.4% | Added |
| Colony Group LLC | 7,471 | $568.0K | 0.01% | −2,424−24.5% | Reduced |
| Shufro Rose & Co LLC | 7,495 | $570.0K | 0.05% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 7,500 | $570.0K | 0.08% | +1,000+15.4% | Added |
| Visionary Wealth Advisors | 7,509 | $571.0K | 0.05% | +108+1.5% | Added |
| TD Ameritrade Investment Management, LLC | 7,537 | $573.0K | 0.01% | −2,727−26.6% | Reduced |
| Private Portfolio Partners LLC | 7,548 | $574.1K | 0.16% | +861+12.9% | Added |
| Aspire Private Capital, LLC | 7,591 | $577.0K | 0.21% | −106−1.4% | Reduced |
| Canton Hathaway, LLC | 7,627 | $580.0K | 0.20% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 7,650 | $582.0K | 0.08% | +274+3.7% | Added |
| Marino, Stram & Associates LLC | 7,670 | $583.0K | 0.20% | +262+3.5% | Added |
| Quent Capital, LLC | 7,718 | $587.0K | 0.13% | +323+4.4% | Added |
| Qtron Investments LLC | 7,746 | $589.0K | 0.13% | −1,482−16.1% | Reduced |
| ICA Group Wealth Management, LLC | 6,548 | $589.0K | 0.11% | +6+0.1% | Added |
| Burke & Herbert Bank & Trust Co | 7,769 | $591.0K | 0.45% | −369−4.5% | Reduced |
| Meridian Investment Counsel Inc. | 7,796 | $593.0K | 0.24% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 7,835 | $596.0K | 0.00% | −181,731−95.9% | Reduced |
| Renaissance Investment Group LLC | 7,890 | $600.0K | 0.20% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 7,907 | $601.0K | 0.04% | −1,121−12.4% | Reduced |
| TRUE Private Wealth Advisors | 7,902 | $601.0K | 0.09% | −35−0.4% | Reduced |
| Strategic Blueprint, LLC | 7,929 | $603.0K | 0.08% | −157−1.9% | Reduced |
| Maltin Wealth Management, Inc. | 7,968 | $606.0K | 0.44% | −2,137−21.1% | Reduced |
| Financial Advisory Service, Inc. | 7,962 | $606.0K | 0.06% | +7,962 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 8,020 | $609.0K | 0.43% | −9−0.1% | Reduced |
| Cim Investment Mangement Inc | 8,037 | $611.0K | 0.25% | −42−0.5% | Reduced |
| Csenge Advisory Group | 8,065 | $613.0K | 0.05% | −6,405−44.3% | Reduced |
| Bridgefront Capital, LLC | 8,080 | $615.0K | 0.68% | −390−4.6% | Reduced |
| Heritage Wealth Advisors | 8,089 | $615.0K | 0.04% | +4,476+123.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 8,146 | $620.0K | 0.05% | +8,146 | New |
| Mirova | 8,187 | $622.0K | 0.09% | +8,187 | New |
| Fort Point Capital Partners LLC | 8,196 | $623.0K | 0.11% | 00.0% | Unchanged |
| Robotti Robert | 8,215 | $624.0K | 0.15% | +1,000+13.9% | Added |
| Independent Investors Inc | 8,216 | $625.0K | 0.17% | 00.0% | Unchanged |
| Seeyond | 8,257 | $628.0K | 0.07% | −2,226−21.2% | Reduced |
| Orion Portfolio Solutions, LLC | 8,252 | $628.0K | 0.03% | +348+4.4% | Added |
| Waldron Private Wealth LLC | 8,271 | $629.0K | 0.04% | +488+6.3% | Added |
| Baker Avenue Asset Management, LP | 8,279 | $630.0K | 0.04% | +829+11.1% | Added |
| Cetera Advisors LLC | 8,326 | $633.0K | 0.01% | −5,344−39.1% | Reduced |
| Advisors Capital Management, LLC | 8,316 | $633.0K | 0.02% | −575−6.5% | Reduced |
| Verdence Capital Advisors LLC | 8,351 | $635.0K | 0.08% | +544+7.0% | Added |
| Bull Street Advisors, LLC | 8,379 | $637.0K | 0.34% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,414 | $640.0K | 0.02% | +874+11.6% | Added |
| TD Private Client Wealth LLC | 8,416 | $640.1K | 0.03% | −8,940−51.5% | Reduced |
| Corsair Capital Management, L.P. | 8,448 | $643.0K | 0.23% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 8,472 | $644.0K | 0.04% | −3,251−27.7% | Reduced |
| Asset Management Corp | 8,535 | $649.0K | 0.49% | −982−10.3% | Reduced |
| New Vernon Investment Management LLC | 8,550 | $650.0K | 1.12% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 8,595 | $654.0K | 0.03% | −1,083−11.2% | Reduced |
| Legacy Bridge, LLC | 8,594 | $654.0K | 0.48% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 8,619 | $656.0K | 0.22% | +59+0.7% | Added |
| Essex Financial Services, Inc. | 8,691 | $661.0K | 0.07% | −20,217−69.9% | Reduced |
| IFP Advisors, Inc | 12,056 | $661.0K | 0.02% | −7,802−39.3% | Reduced |
| Proficio Capital Partners LLC | 8,757 | $666.0K | 0.12% | +22+0.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $671.0K | 0.09% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,995 | $684.0K | 0.02% | +2,777+44.7% | Added |
| Wedbush Securities Inc | 9,012 | $685.0K | 0.04% | −5,479−37.8% | Reduced |
| E&G Advisors, LP | 9,000 | $685.0K | 0.23% | +800+9.8% | Added |
| StoneX Group Inc. | 9,043 | $687.8K | 0.08% | −1,483−14.1% | Reduced |
| Outlook Wealth Advisors, LLC | 9,046 | $688.0K | 0.28% | +65+0.7% | Added |
| Gofen & Glossberg LLC | 9,049 | $688.0K | 0.02% | +1,274+16.4% | Added |
| Parsons Capital Management Inc | 9,081 | $691.0K | 0.06% | −4,465−33.0% | Reduced |
| Cambridge Trust Co | 9,092 | $692.0K | 0.03% | +50+0.6% | Added |
| Pennsylvania Capital Management Inc | 9,103 | $692.0K | 0.37% | +1,213+15.4% | Added |
| Perigon Wealth Management, LLC | 9,097 | $692.0K | 0.06% | +1,892+26.3% | Added |
| Trust Co of Vermont | 9,141 | $695.0K | 0.05% | −219−2.3% | Reduced |
| Fort Washington Investment Advisors Inc | 9,169 | $697.0K | 0.01% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 9,201 | $700.0K | 0.58% | −2,750−23.0% | Reduced |
| W Advisors, LLC | 9,200 | $700.0K | 0.61% | +17+0.2% | Added |
| Empowered Funds, LLC | 9,219 | $701.0K | 0.09% | +798+9.5% | Added |
| Henshaw Capital LLC | 9,224 | $701.6K | 0.05% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 9,267 | $705.0K | 0.27% | +1,130+13.9% | Added |
| Johnson Financial Group, Inc. | 9,300 | $707.0K | 0.05% | −32−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,314 | $708.0K | 0.04% | +2,847+44.0% | Added |
| Equitable Holdings, Inc. | 9,402 | $715.0K | 0.01% | −483−4.9% | Reduced |
| Hills Bank & Trust Co | 9,413 | $716.0K | 0.12% | −830−8.1% | Reduced |