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
- 1,606
- −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
- 608 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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 7,004 | $533.0K | 0.06% | +2,983+74.2% | 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 |
| Rosenblum Silverman Sutton S F Inc | 6,959 | $529.0K | 0.17% | +30+0.4% | Added |
| IFG Advisors, LLC | 6,932 | $527.0K | 0.27% | 00.0% | Unchanged |
| Busey Wealth Management | 6,903 | $525.0K | 0.02% | −614−8.2% | Reduced |
| Virginia National Bank | 6,850 | $521.0K | 0.82% | −600−8.1% | Reduced |
| Somerville Kurt F | 6,840 | $520.0K | 0.10% | −247−3.5% | Reduced |
| Quantamental Technologies LLC | 6,790 | $516.0K | 0.24% | −574−7.8% | Reduced |
| 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 |
| Stonegate Investment Group, LLC | 6,670 | $507.0K | 0.02% | +690+11.5% | Added |
| IFG Advisory, LLC | 6,663 | $506.0K | 0.06% | −14,285−68.2% | Reduced |
| Harbor Advisors LLC | 6,608 | $503.0K | 0.12% | 00.0% | Unchanged |
| 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 |
| 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 |
| Douglass Winthrop Advisors, LLC | 6,509 | $495.0K | 0.01% | +5+0.1% | Added |
| Lee Danner & Bass Inc | 6,475 | $492.0K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6,458 | $491.0K | 0.10% | +1,754+37.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,430 | $489.0K | 0.05% | −272−4.1% | Reduced |
| Kingsview Wealth Management, LLC | 6,372 | $485.0K | 0.02% | −2,293−26.5% | Reduced |
| Rehmann Capital Advisory Group | 6,350 | $483.0K | 0.05% | −368−5.5% | Reduced |
| 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 |
| Wharton Business Group, LLC | 6,329 | $481.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 6,321 | $480.8K | 0.02% | −149−2.3% | Reduced |
| 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 |
| Berkshire Bank | 6,259 | $476.0K | 0.14% | +394+6.7% | Added |
| Chicago Wealth Management, Inc. | 6,243 | $475.0K | 0.42% | 00.0% | Unchanged |
| US Asset Management LLC | 6,231 | $474.0K | 0.52% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,225 | $473.0K | 0.05% | −152−2.4% | Reduced |
| Pendal Group Limited | 6,188 | $471.0K | 0.00% | −5,722−48.0% | Reduced |
| Gsa Capital Partners LLP | 6,184 | $470.0K | 0.07% | −3,523−36.3% | Reduced |
| 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 |
| 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 |
| 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 |
| Summit Trail Advisors, LLC | 6,048 | $460.0K | 0.03% | +221+3.8% | 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 |
| Pacitti Group Inc. | 5,969 | $454.0K | 0.35% | +39+0.7% | Added |
| Curbstone Financial Management Corp | 5,962 | $453.0K | 0.11% | 00.0% | Unchanged |
| 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 |
| Wedmont Private Capital | 5,925 | $451.0K | 0.10% | +866+17.1% | Added |
| Bartlett & Co. LLC | 5,903 | $449.0K | 0.01% | +205+3.6% | Added |
| Bartlett & Co. Wealth Management LLC | 5,903 | $449.0K | 0.01% | +205+3.6% | Added |
| Glen Eagle Advisors, LLC | 5,882 | $447.4K | 0.12% | −769−11.6% | Reduced |
| Smithfield Trust Co | 5,843 | $446.0K | 0.03% | −3,353−36.5% | Reduced |
| Curi Capital | 5,841 | $444.0K | 0.09% | +121+2.1% | 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 |
| 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 |
| Insight 2811, Inc. | 5,763 | $438.0K | 0.29% | +216+3.9% | 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 |
| 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 |
| Rossmore Private Capital | 5,693 | $433.0K | 0.07% | +300+5.6% | Added |
| M&R Capital Management Inc | 5,684 | $432.0K | 0.11% | −224−3.8% | Reduced |
| Camden Capital, LLC | 5,671 | $431.0K | 0.11% | −449−7.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,625 | $428.0K | 0.05% | −10−0.2% | Reduced |
| First Interstate Bank | 5,615 | $427.0K | 0.03% | +5,615 | New |
| Financial Advisors, LLC | 5,590 | $425.0K | 0.15% | 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 |
| 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 |
| 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 |
| M Holdings Securities, Inc. | 5,483 | $417.0K | 0.04% | +381+7.5% | Added |
| Laurel Wealth Advisors, Inc. | 5,477 | $416.0K | 0.04% | −139−2.5% | 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 |
| Evoke Wealth, LLC | 5,388 | $410.0K | 0.02% | −235−4.2% | Reduced |
| 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 |
| Deseret Mutual Benefit Administrators | 5,349 | $407.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| North Star Investment Management Corp. | 5,299 | $403.0K | 0.04% | +128+2.5% | Added |
| Parkside Financial Bank & Trust | 5,286 | $402.0K | 0.12% | −85−1.6% | Reduced |
| Ameritas Advisory Services, LLC | 5,270 | $401.0K | 0.02% | +635+13.7% | Added |
| Strategic Financial Services, Inc, | 5,255 | $400.0K | 0.03% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 5,241 | $399.0K | 0.05% | −15−0.3% | Reduced |
| Tower Bridge Advisors | 5,242 | $398.7K | 0.03% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 5,236 | $398.0K | 0.21% | +2,079+65.9% | Added |
| Jupiter Asset Management Ltd | 5,200 | $396.0K | 0.01% | −148,000−96.6% | Reduced |
| Boston Financial Mangement LLC | 5,194 | $395.0K | 0.02% | +2,485+91.7% | Added |
| Hamilton Capital, LLC | 5,174 | $394.0K | 0.02% | 00.0% | Unchanged |