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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 12,889 | $981.0K | 0.05% | +59+0.5% | Added |
| Wealthcare Advisory Partners LLC | 12,979 | $987.0K | 0.06% | +61+0.5% | Added |
| Kesler, Norman & Wride, LLC | 12,984 | $988.0K | 0.27% | −774−5.6% | Reduced |
| Golden Green, Inc. | 13,057 | $993.0K | 1.05% | −264−2.0% | Reduced |
| FourThought Financial, LLC | 13,088 | $995.0K | 0.15% | −369−2.7% | Reduced |
| Lavaca Capital LLC | 13,083 | $996.0K | 0.50% | −679−4.9% | Reduced |
| Benchmark Investment Advisors LLC | 13,098 | $996.0K | 1.04% | +4,665+55.3% | Added |
| Quantinno Capital Management LP | 13,179 | $1.00M | 0.14% | +9,302+239.9% | Added |
| Ironwood Investment Counsel, LLC | 13,221 | $1.00M | 0.28% | +1,407+11.9% | Added |
| Abbrea Capital, LLC | 13,235 | $1.01M | 0.17% | −215−1.6% | Reduced |
| Boston Partners | 13,297 | $1.01M | 0.00% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 13,293 | $1.01M | 0.54% | +54+0.4% | Added |
| Ballentine Partners, LLC | 13,284 | $1.01M | 0.04% | +566+4.5% | Added |
| Wealth Effects LLC | 13,317 | $1.01M | 0.61% | +190+1.4% | Added |
| Investors Research Corp | 13,416 | $1.02M | 0.31% | 00.0% | Unchanged |
| Systematic Financial Management LP | 13,500 | $1.03M | 0.04% | 00.0% | Unchanged |
| Excalibur Management Corp | 13,512 | $1.03M | 0.53% | −30−0.2% | Reduced |
| Amica Retiree Medical Trust | 13,517 | $1.03M | 1.17% | 00.0% | Unchanged |
| Howland Capital Management LLC | 13,527 | $1.03M | 0.06% | +469+3.6% | Added |
| Lake Street Advisors Group, LLC | 13,546 | $1.03M | 0.07% | +202+1.5% | Added |
| Citizens Financial Group Inc | 13,613 | $1.03M | 0.04% | −691−4.8% | Reduced |
| Mather Group, LLC. | 13,596 | $1.03M | 0.02% | −182−1.3% | Reduced |
| Eidelman Virant Capital | 13,400 | $1.06M | 0.76% | +13,400 | New |
| S&CO Inc | 13,917 | $1.06M | 0.09% | +20.0% | Added |
| Washburn Capital Management, Inc. | 13,925 | $1.06M | 0.91% | +1,110+8.7% | Added |
| Waterfront Wealth Inc. | 14,077 | $1.07M | 0.43% | +3,908+38.4% | Added |
| Fund Management at Engine No. 1 LLC | 14,132 | $1.07M | 0.28% | +2,130+17.7% | Added |
| CoreCap Advisors, LLC | 14,163 | $1.08M | 0.08% | +3,822+37.0% | Added |
| Compton Wealth Advisory Group, LLC | 14,213 | $1.08M | 0.47% | +468+3.4% | Added |
| Strategic Investment Advisors | 14,270 | $1.08M | 0.22% | +1,501+11.8% | Added |
| SeaCrest Wealth Management, LLC | 14,322 | $1.09M | 0.14% | +760+5.6% | Added |
| Bank Pictet & Cie (Asia) Ltd | 14,341 | $1.09M | 0.37% | −1,990−12.2% | Reduced |
| Zullo Investment Group, Inc. | 14,366 | $1.09M | 0.68% | −531−3.6% | Reduced |
| Community Bank, N.A. | 14,456 | $1.10M | 0.16% | +3,825+36.0% | Added |
| Northwest & Ethical Investments L.P. | 14,528 | $1.10M | 0.04% | −256−1.7% | Reduced |
| SevenBridge Financial Group, LLC | 14,639 | $1.11M | 0.45% | −164−1.1% | Reduced |
| JB Capital LLC | 14,640 | $1.11M | 0.12% | +735+5.3% | Added |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.12M | 0.52% | 00.0% | Unchanged |
| Marvin & Palmer Associates Inc | 14,777 | $1.12M | 0.58% | 00.0% | Unchanged |
| Trust Asset Management LLC | 14,803 | $1.13M | 0.16% | +532+3.7% | Added |
| Apollon Wealth Management, LLC | 14,808 | $1.13M | 0.09% | +663+4.7% | Added |
| Somerset Trust Co | 14,814 | $1.13M | 0.49% | +493+3.4% | Added |
| Financial Counselors Inc | 15,085 | $1.15M | 0.03% | +4,509+42.6% | Added |
| Sequoia Financial Advisors, LLC | 25,810 | $1.15M | 0.03% | −3,946−13.3% | Reduced |
| Spire Wealth Management | 15,117 | $1.15M | 0.05% | −7,425−32.9% | Reduced |
| Profund Advisors LLC | 15,123 | $1.15M | 0.07% | −4,668−23.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 15,168 | $1.15M | 0.30% | −1,435−8.6% | Reduced |
| Conning Inc. | 15,192 | $1.16M | 0.03% | −80−0.5% | Reduced |
| Diligent Investors, LLC | 15,274 | $1.16M | 0.40% | +20.0% | Added |
| South State Corp. | 15,303 | $1.16M | 0.11% | −1,117−6.8% | Reduced |
| Mystic Asset Management, Inc. | 15,330 | $1.17M | 0.71% | +295+2.0% | Added |
| Kinneret Advisory, LLC | 15,340 | $1.17M | 0.15% | +325+2.2% | Added |
| Vident Investment Advisory, LLC | 15,376 | $1.17M | 0.04% | −394−2.5% | Reduced |
| ARGI Investment Services, LLC | 15,416 | $1.17M | 0.04% | +1,658+12.1% | Added |
| Buckley Wealth Management, LLC | 15,456 | $1.18M | 0.38% | −36−0.2% | Reduced |
| Duff & Phelps Investment Management Co | 15,611 | $1.19M | 0.01% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 15,634 | $1.19M | 0.03% | +219+1.4% | Added |
| White Pine Capital LLC | 15,865 | $1.21M | 0.47% | −1,425−8.2% | Reduced |
| 1st Source Bank | 15,899 | $1.21M | 0.09% | +1,705+12.0% | Added |
| Am Investment Strategies LLC | 15,966 | $1.21M | 0.42% | +789+5.2% | Added |
| Diversified Trust Co | 16,031 | $1.22M | 0.05% | +2,022+14.4% | Added |
| Nomura Holdings Inc | 16,762 | $1.22M | 0.01% | −39,255−70.1% | Reduced |
| Meridian Wealth Management, LLC | 16,479 | $1.25M | 0.10% | +966+6.2% | Added |
| Cullen/Frost Bankers, Inc. | 16,563 | $1.26M | 0.03% | −510−3.0% | Reduced |
| Intrust Bank NA | 16,615 | $1.26M | 0.18% | +951+6.1% | Added |
| Altium Wealth Management LLC | 16,640 | $1.27M | 0.09% | +1,289+8.4% | Added |
| Allen Investment Management LLC | 16,657 | $1.27M | 0.02% | +1,573+10.4% | Added |
| Bryn Mawr Trust Co | 16,683 | $1.27M | 0.06% | −670−3.9% | Reduced |
| Strategic Advisors LLC | 16,710 | $1.27M | 0.27% | +60.0% | Added |
| Cigna Investments Inc | 16,897 | $1.28M | 0.26% | −7,167−29.8% | Reduced |
| NVWM, LLC | 17,141 | $1.30M | 0.51% | −13,730−44.5% | Reduced |
| Lloyd Park, LLC | 17,200 | $1.31M | 1.37% | +17,200 | New |
| Systematic Alpha Investments, LLC | 17,326 | $1.32M | 0.07% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 17,358 | $1.32M | 0.59% | +723+4.3% | Added |
| Trust Investment Advisors | 17,443 | $1.33M | 1.27% | −106−0.6% | Reduced |
| Gries Financial LLC | 17,465 | $1.33M | 0.63% | +5,993+52.2% | Added |
| MAI Capital Management | 17,517 | $1.33M | 0.03% | −615−3.4% | Reduced |
| Brown Brothers Harriman & Co | 17,527 | $1.33M | 0.01% | +457+2.7% | Added |
| United Capital Financial Advisers, LLC | 17,538 | $1.33M | 0.01% | +625+3.7% | Added |
| Sowell Financial Services LLC | 17,551 | $1.33M | 0.12% | +6,529+59.2% | Added |
| AIA Group Ltd | 17,600 | $1.34M | 0.07% | +8,177+86.8% | Added |
| McDonald Partners LLC | 17,734 | $1.35M | 0.34% | −178−1.0% | Reduced |
| Essex Investment Management Co LLC | 17,749 | $1.35M | 0.22% | −3,052−14.7% | Reduced |
| Tiemann Investment Advisors, LLC | 17,744 | $1.35M | 0.72% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 17,743 | $1.35M | 1.00% | +25+0.1% | Added |
| Hoey Investments, Inc | 17,763 | $1.35M | 0.61% | +607+3.5% | Added |
| Tokio Marine Asset Management Co Ltd | 17,784 | $1.35M | 0.12% | +2,855+19.1% | Added |
| Western Wealth Management, LLC | 17,760 | $1.36M | 0.08% | −207−1.2% | Reduced |
| Altman Advisors, Inc. | 16,246 | $1.36M | 0.77% | +16,246 | New |
| Acropolis Investment Management, LLC | 17,946 | $1.36M | 0.13% | −59−0.3% | Reduced |
| Institute for Wealth Management, LLC. | 18,078 | $1.38M | 0.27% | −139−0.8% | Reduced |
| Veriti Management LLC | 18,091 | $1.38M | 0.19% | −11,238−38.3% | Reduced |
| King Luther Capital Management Corp | 16,716 | $1.40M | 0.01% | +5,580+50.1% | Added |
| Balasa Dinverno & Foltz LLC | 18,494 | $1.41M | 0.09% | −658−3.4% | Reduced |
| Baader Bank INC | 18,600 | $1.42M | 0.14% | +3,600+24.0% | Added |
| CAPROCK Group, Inc. | 18,714 | $1.42M | 0.14% | −2,401−11.4% | Reduced |
| Insight Inv LLC | 18,760 | $1.43M | 1.44% | +740+4.1% | Added |
| Forum Financial Management, LP | 18,938 | $1.44M | 0.07% | +2,098+12.5% | Added |
| Abbot Financial Management, Inc. | 19,020 | $1.45M | 0.87% | −100−0.5% | Reduced |
| Pitcairn Co | 19,230 | $1.46M | 0.15% | −1,155−5.7% | Reduced |