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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 9,447 | $719.0K | 0.03% | −1,252−11.7% | Reduced |
| Washington Trust Co | 9,483 | $721.0K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 9,588 | $729.0K | 0.33% | −1,867−16.3% | Reduced |
| Gryphon Financial Partners LLC | 9,593 | $730.0K | 0.18% | −222−2.3% | Reduced |
| Gladstone Institutional Advisory LLC | 9,608 | $731.0K | 0.06% | −5,129−34.8% | Reduced |
| Private Trust Co NA | 9,661 | $735.0K | 0.11% | +77+0.8% | Added |
| Circle Wealth Management, LLC | 9,717 | $739.0K | 0.12% | −24−0.2% | Reduced |
| Magnus Financial Group LLC | 9,768 | $743.0K | 0.14% | +972+11.1% | Added |
| Venturi Wealth Management, LLC | 9,829 | $748.0K | 0.07% | +88+0.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,954 | $757.0K | 0.29% | −200−2.0% | Reduced |
| Trexquant Investment LP | 9,969 | $758.0K | 0.03% | −58,311−85.4% | Reduced |
| Warther Private Wealth, LLC | 9,891 | $759.0K | 0.56% | +851+9.4% | Added |
| Brookstone Capital Management | 9,904 | $760.0K | 0.02% | −1,451−12.8% | Reduced |
| Zeke Capital Advisors, LLC | 9,992 | $760.0K | 0.05% | −80−0.8% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $761.0K | 0.02% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 10,000 | $761.0K | 0.19% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 10,030 | $763.0K | 0.02% | −2,365−19.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 10,047 | $764.0K | 0.28% | +18+0.2% | Added |
| Sawtooth Solutions, LLC | 10,039 | $764.0K | 0.10% | +2,367+30.9% | Added |
| Retirement Planning Co of New England, Inc. | 10,077 | $766.0K | 0.52% | −306−2.9% | Reduced |
| Caerus Investment Advisors, LLC | 10,079 | $767.0K | 0.93% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 10,091 | $767.0K | 0.11% | +1,851+22.5% | Added |
| Berkeley Capital Partners, LLC | 10,101 | $768.0K | 0.32% | +2,238+28.5% | Added |
| Allworth Financial LP | 10,112 | $769.0K | 0.01% | −76−0.7% | Reduced |
| Central Bank & Trust Co | 10,173 | $774.0K | 0.16% | −54,627−84.3% | Reduced |
| New England Research & Management, Inc. | 10,242 | $779.0K | 0.45% | −14,751−59.0% | Reduced |
| Parcion Private Wealth LLC | 9,538 | $785.0K | 0.08% | +136+1.4% | Added |
| Voya Financial Advisors, Inc. | 10,041 | $785.0K | 0.10% | +2,732+37.4% | Added |
| Brighton Jones LLC | 10,422 | $793.0K | 0.05% | −108−1.0% | Reduced |
| Red Cedar Investment Management, LLC | 10,480 | $797.0K | 0.13% | −4,636−30.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,500 | $799.0K | 0.00% | +10,500 | New |
| Levin Capital Strategies, L.P. | 10,500 | $799.0K | 0.10% | +10,500 | New |
| Pekin Hardy Strauss, Inc. | 10,542 | $802.0K | 0.13% | −428−3.9% | Reduced |
| Silvercrest Asset Management Group LLC | 10,602 | $806.0K | 0.01% | −1,599−13.1% | Reduced |
| TrimTabs Asset Management, LLC | 10,656 | $810.0K | 0.50% | −4,652−30.4% | Reduced |
| Vanguard Capital Wealth Advisors | 10,673 | $811.0K | 0.92% | −802−7.0% | Reduced |
| J.W. Cole Advisors, Inc. | 10,661 | $811.0K | 0.06% | +146+1.4% | Added |
| Dakota Wealth Management | 10,713 | $815.0K | 0.08% | −9,654−47.4% | Reduced |
| Capitolis Advisors LLC | 10,753 | $818.0K | 0.04% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 10,785 | $820.0K | 1.12% | 00.0% | Unchanged |
| SRN Advisors, LLC | 10,785 | $820.3K | 0.57% | −1,812−14.4% | Reduced |
| Eudaimonia Partners, LLC | 10,794 | $821.0K | 0.15% | +1,811+20.2% | Added |
| Muhlenkamp & Co Inc | 10,805 | $822.0K | 0.38% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 10,861 | $826.0K | 0.50% | +33+0.3% | Added |
| Calamos Wealth Management LLC | 10,863 | $826.0K | 0.07% | +81+0.8% | Added |
| Pallas Capital Advisors LLC | 10,044 | $828.0K | 0.11% | −734−6.8% | Reduced |
| Precision Wealth Strategies, LLC | 11,065 | $830.0K | 0.65% | +982+9.7% | Added |
| Wealthspire Advisors, LLC | 10,941 | $832.0K | 0.02% | +3,418+45.4% | Added |
| B. Riley Wealth Management, Inc. | 10,960 | $834.0K | 0.08% | +4,295+64.4% | Added |
| Old National Bancorp | 10,999 | $836.0K | 0.03% | +10,999 | New |
| P.A.W. Capital Corp | 11,000 | $837.0K | 1.22% | +1,000+10.0% | Added |
| Lebenthal Global Advisors, LLC | 11,065 | $841.0K | 0.41% | +4,528+69.3% | Added |
| WCG Wealth Advisors LLC | 11,100 | $844.0K | 0.12% | +11,100 | New |
| Change Path, LLC | 11,105 | $845.0K | 0.05% | +5,780+108.5% | Added |
| NCM Capital Management, LLC | 11,195 | $851.0K | 0.60% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 11,202 | $852.0K | 0.33% | +4,678+71.7% | Added |
| Lansing Street Advisors | 11,210 | $853.0K | 0.66% | +97+0.9% | Added |
| Chesapeake Wealth Management | 11,225 | $853.0K | 0.36% | +2,684+31.4% | Added |
| Donald L. Hagan, LLC | 11,246 | $855.0K | 0.54% | +5,166+85.0% | Added |
| Stableford Capital II LLC | 9,928 | $855.0K | 0.40% | +9,928 | New |
| DRW Securities, LLC | 11,257 | $856.0K | 0.22% | +11,257 | New |
| GFG Capital, LLC | 11,272 | $857.0K | 0.26% | +14+0.1% | Added |
| Bard Financial Services, Inc. | 11,370 | $864.0K | 0.08% | +2,375+26.4% | Added |
| Icon Advisers Inc | 11,400 | $867.0K | 0.20% | −2,100−15.6% | Reduced |
| Ar Asset Management Inc | 11,400 | $867.0K | 0.25% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 11,407 | $867.0K | 0.02% | +11,407 | New |
| Intersect Capital LLC | 11,449 | $871.0K | 0.26% | −375−3.2% | Reduced |
| Cape Ann Savings Bank | 11,523 | $876.0K | 0.67% | +185+1.6% | Added |
| Pacific Global Investment Management CO | 11,527 | $877.0K | 0.21% | −243−2.1% | Reduced |
| Trust Co of Toledo NA | 11,570 | $880.0K | 0.15% | −192−1.6% | Reduced |
| Lake Street Financial LLC | 11,582 | $881.0K | 0.19% | +1,321+12.9% | Added |
| Foundations Investment Advisors, LLC | 11,734 | $885.0K | 0.04% | +8,228+234.7% | Added |
| Childress Capital Advisors, LLC | 11,695 | $890.0K | 0.35% | −65−0.6% | Reduced |
| Quadrant Capital Group LLC | 11,715 | $891.0K | 0.12% | +366+3.2% | Added |
| Harbor Investment Advisory, LLC | 11,775 | $896.0K | 0.14% | −371−3.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,803 | $898.0K | 0.10% | +121+1.0% | Added |
| Horizon Investments, LLC | 12,076 | $910.0K | 0.03% | −106−0.9% | Reduced |
| Parkside Investments, LLC | 12,000 | $912.0K | 0.19% | −2,400−16.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,013 | $914.0K | 0.12% | −1,222−9.2% | Reduced |
| Delta Asset Management LLC | 12,016 | $914.0K | 0.10% | −500−4.0% | Reduced |
| Davenport & Co LLC | 12,040 | $916.0K | 0.01% | −3,855−24.3% | Reduced |
| Salem Investment Counselors Inc | 12,116 | $922.0K | 0.04% | +395+3.4% | Added |
| Triangle Securities Wealth Management | 12,175 | $926.0K | 0.36% | +250+2.1% | Added |
| Whittier Trust Co | 12,174 | $926.0K | 0.02% | +684+6.0% | Added |
| Wintrust Investments LLC | 12,205 | $928.0K | 0.11% | +1,636+15.5% | Added |
| First Horizon Advisors, Inc. | 12,215 | $928.0K | 0.03% | +4,974+68.7% | Added |
| Viewpoint Capital Management LLC | 12,285 | $934.0K | 0.88% | −164−1.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,389 | $942.0K | 0.38% | +85+0.7% | Added |
| HBK Investments L P | 12,403 | $943.0K | 0.03% | +12,403 | New |
| Natixis Investment Managers International | 12,497 | $950.0K | 0.02% | +8,050+181.0% | Added |
| Principle Wealth Partners LLC | 12,588 | $957.0K | 0.12% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $958.0K | 0.38% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 12,639 | $961.0K | 0.66% | −1,308−9.4% | Reduced |
| TLWM | 12,628 | $961.0K | 0.37% | −262−2.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,624 | $961.0K | 0.10% | −190−1.5% | Reduced |
| Long Run Wealth Advisors, LLC | 12,699 | $966.0K | 0.37% | +250+2.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 12,772 | $971.0K | 0.01% | −245−1.9% | Reduced |
| Berkshire Asset Management LLC | 12,786 | $973.0K | 0.06% | −30−0.2% | Reduced |
| First National Trust Co | 12,807 | $974.0K | 0.05% | −115−0.9% | Reduced |
| CenterStar Asset Management, LLC | – | $981.0K | 1.07% | – | – |