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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 9,661 | $735.0K | 0.11% | +77+0.8% | Added |
| Gladstone Institutional Advisory LLC | 9,608 | $731.0K | 0.06% | −5,129−34.8% | Reduced |
| Gryphon Financial Partners LLC | 9,593 | $730.0K | 0.18% | −222−2.3% | Reduced |
| Sentry Investment Management LLC | 9,588 | $729.0K | 0.33% | −1,867−16.3% | Reduced |
| Washington Trust Co | 9,483 | $721.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 9,447 | $719.0K | 0.03% | −1,252−11.7% | Reduced |
| Hills Bank & Trust Co | 9,413 | $716.0K | 0.12% | −830−8.1% | Reduced |
| Equitable Holdings, Inc. | 9,402 | $715.0K | 0.01% | −483−4.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,314 | $708.0K | 0.04% | +2,847+44.0% | Added |
| Johnson Financial Group, Inc. | 9,300 | $707.0K | 0.05% | −32−0.3% | Reduced |
| Sage Rhino Capital LLC | 9,267 | $705.0K | 0.27% | +1,130+13.9% | Added |
| Henshaw Capital LLC | 9,224 | $701.6K | 0.05% | 00.0% | Unchanged |
| Empowered Funds, LLC | 9,219 | $701.0K | 0.09% | +798+9.5% | Added |
| 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 |
| Fort Washington Investment Advisors Inc | 9,169 | $697.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 9,141 | $695.0K | 0.05% | −219−2.3% | 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 |
| Parsons Capital Management Inc | 9,081 | $691.0K | 0.06% | −4,465−33.0% | 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 |
| StoneX Group Inc. | 9,043 | $687.8K | 0.08% | −1,483−14.1% | Reduced |
| 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 |
| EP Wealth Advisors, LLC | 8,995 | $684.0K | 0.02% | +2,777+44.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $671.0K | 0.09% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 8,757 | $666.0K | 0.12% | +22+0.3% | 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 |
| Shulman DeMeo Asset Management LLC | 8,619 | $656.0K | 0.22% | +59+0.7% | Added |
| 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 |
| New Vernon Investment Management LLC | 8,550 | $650.0K | 1.12% | 00.0% | Unchanged |
| Asset Management Corp | 8,535 | $649.0K | 0.49% | −982−10.3% | Reduced |
| Valeo Financial Advisors, LLC | 8,472 | $644.0K | 0.04% | −3,251−27.7% | Reduced |
| Corsair Capital Management, L.P. | 8,448 | $643.0K | 0.23% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,416 | $640.1K | 0.03% | −8,940−51.5% | Reduced |
| Moneta Group Investment Advisors LLC | 8,414 | $640.0K | 0.02% | +874+11.6% | Added |
| Bull Street Advisors, LLC | 8,379 | $637.0K | 0.34% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,351 | $635.0K | 0.08% | +544+7.0% | 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 |
| Baker Avenue Asset Management, LP | 8,279 | $630.0K | 0.04% | +829+11.1% | Added |
| Waldron Private Wealth LLC | 8,271 | $629.0K | 0.04% | +488+6.3% | Added |
| 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 |
| Independent Investors Inc | 8,216 | $625.0K | 0.17% | 00.0% | Unchanged |
| Robotti Robert | 8,215 | $624.0K | 0.15% | +1,000+13.9% | Added |
| Fort Point Capital Partners LLC | 8,196 | $623.0K | 0.11% | 00.0% | Unchanged |
| Mirova | 8,187 | $622.0K | 0.09% | +8,187 | New |
| Lombard Odier Asset Management (Switzerland) SA | 8,146 | $620.0K | 0.05% | +8,146 | New |
| 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 |
| Csenge Advisory Group | 8,065 | $613.0K | 0.05% | −6,405−44.3% | Reduced |
| Cim Investment Mangement Inc | 8,037 | $611.0K | 0.25% | −42−0.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 8,020 | $609.0K | 0.43% | −9−0.1% | 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 |
| Strategic Blueprint, LLC | 7,929 | $603.0K | 0.08% | −157−1.9% | Reduced |
| 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 |
| Renaissance Investment Group LLC | 7,890 | $600.0K | 0.20% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 7,835 | $596.0K | 0.00% | −181,731−95.9% | Reduced |
| Meridian Investment Counsel Inc. | 7,796 | $593.0K | 0.24% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 7,769 | $591.0K | 0.45% | −369−4.5% | Reduced |
| 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 |
| Quent Capital, LLC | 7,718 | $587.0K | 0.13% | +323+4.4% | Added |
| Marino, Stram & Associates LLC | 7,670 | $583.0K | 0.20% | +262+3.5% | Added |
| Kovack Advisors, Inc. | 7,650 | $582.0K | 0.08% | +274+3.7% | Added |
| Canton Hathaway, LLC | 7,627 | $580.0K | 0.20% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 7,591 | $577.0K | 0.21% | −106−1.4% | Reduced |
| Private Portfolio Partners LLC | 7,548 | $574.1K | 0.16% | +861+12.9% | Added |
| TD Ameritrade Investment Management, LLC | 7,537 | $573.0K | 0.01% | −2,727−26.6% | Reduced |
| Visionary Wealth Advisors | 7,509 | $571.0K | 0.05% | +108+1.5% | Added |
| 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 |
| Colony Group LLC | 7,471 | $568.0K | 0.01% | −2,424−24.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 7,400 | $563.0K | 0.33% | +1,450+24.4% | Added |
| 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 |
| Resource Consulting Group Inc | 7,356 | $559.0K | 0.24% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 7,329 | $557.4K | 0.02% | −722−9.0% | Reduced |
| AMG National Trust Bank | 6,592 | $556.0K | 0.02% | −5,279−44.5% | Reduced |
| Great Valley Advisor Group, Inc. | 7,272 | $553.0K | 0.03% | +1,773+32.2% | Added |
| Welch & Forbes LLC | 7,259 | $552.0K | 0.01% | −130−1.8% | 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 |
| West Oak Capital, LLC | 7,174 | $546.0K | 0.29% | −51−0.7% | Reduced |
| Orca Investment Management, LLC | 7,160 | $545.0K | 0.50% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 7,154 | $544.0K | 0.05% | −156−2.1% | Reduced |
| Salzhauer Michael | 7,140 | $543.0K | 0.34% | −7,700−51.9% | Reduced |
| TriaGen Wealth Management LLC | 7,126 | $542.0K | 0.39% | 00.0% | Unchanged |
| Mechanics Financial Corp | 7,086 | $539.0K | 0.32% | +440+6.6% | Added |
| Mutual Advisors, LLC | 7,058 | $537.0K | 0.04% | +286+4.2% | 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 |
| Lakeview Capital Partners, LLC | 7,009 | $533.0K | 0.31% | +741+11.8% | Added |