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; 2,745 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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Jackson Square Capital, LLC | 5,167 | $393.0K | 0.17% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,148 | $392.0K | 0.06% | +33+0.6% | Added |
| Private Capital Group, LLC | 5,159 | $392.0K | 0.30% | +46+0.9% | Added |
| Eqis Capital Management, Inc. | 5,125 | $389.8K | 0.04% | +2,024+65.3% | Added |
| Skba Capital Management LLC | 5,100 | $388.0K | 0.08% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 5,071 | $386.0K | 0.02% | +267+5.6% | Added |
| Fortem Financial Group, LLC | 5,061 | $385.0K | 0.25% | −5,217−50.8% | Reduced |
| IHT Wealth Management, LLC | 5,068 | $385.0K | 0.03% | +316+6.6% | Added |
| Financial Management Professionals, Inc. | 5,063 | $385.0K | 0.09% | +551+12.2% | Added |
| Stelac Advisory Services LLC | 5,064 | $385.0K | 0.15% | +3,141+163.3% | Added |
| Cipher Capital LP | 5,037 | $383.0K | 0.09% | +5,037 | New |
| Exencial Wealth Advisors, LLC | 5,006 | $381.0K | 0.02% | +231+4.8% | Added |
| Altus Wealth Group LLC | 3,918 | $381.0K | 0.38% | −40−1.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,000 | $380.0K | 0.04% | +5,000 | New |
| Ern LLC | 5,000 | $380.0K | 0.42% | +5,000 | New |
| Bahl & Gaynor Inc | 4,985 | $379.0K | 0.00% | +398+8.7% | Added |
| Vivaldi Capital Management, LLC | 4,979 | $379.0K | 0.10% | +554+12.5% | Added |
| Hudock, Inc. | 4,949 | $376.0K | 0.13% | +35+0.7% | Added |
| Laidlaw Wealth Management LLC | 4,946 | $376.0K | 0.08% | +32+0.7% | Added |
| X-Square Capital, LLC | 4,935 | $375.0K | 0.23% | −64−1.3% | Reduced |
| Graypoint LLC | 4,928 | $375.0K | 0.05% | +965+24.4% | Added |
| Barings LLC | 4,928 | $374.0K | 0.01% | −3,103−38.6% | Reduced |
| Peoples Bank | 4,920 | $374.0K | 0.23% | −80−1.6% | Reduced |
| Trilogy Capital Inc. | 4,889 | $372.0K | 0.03% | −1,077−18.1% | Reduced |
| Round Table Services, LLC | 4,879 | $371.0K | 0.07% | +1,779+57.4% | Added |
| Rothschild Investment Corp | 4,851 | $369.0K | 0.03% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 4,869 | $368.0K | 0.09% | −5,500−53.0% | Reduced |
| Geller Advisors LLC | 4,794 | $365.0K | 0.08% | −190−3.8% | Reduced |
| Omnia Family Wealth, LLC | 4,794 | $365.0K | 0.27% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 4,805 | $365.0K | 0.24% | +4,805 | New |
| Ledyard National Bank | 4,784 | $364.0K | 0.04% | −193−3.9% | Reduced |
| Chelsea Counsel Co | 4,776 | $363.0K | 0.19% | 00.0% | Unchanged |
| Wealth Alliance | 4,772 | $363.0K | 0.07% | +68+1.4% | Added |
| Executive Wealth Group LLC | 4,751 | $361.3K | 0.28% | +43+0.9% | Added |
| LVZ Advisors, Inc. | 4,732 | $360.0K | 0.06% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 4,718 | $357.0K | 0.25% | +4,430+1,538.2% | Added |
| KLCM Advisors, Inc. | 4,647 | $353.0K | 0.08% | 00.0% | Unchanged |
| Swarthmore Group Inc | 4,593 | $349.0K | 0.14% | −70,356−93.9% | Reduced |
| Davidson Investment Advisors | 4,584 | $349.0K | 0.03% | −425−8.5% | Reduced |
| Wilkinson Global Asset Management LLC | 4,585 | $349.0K | 0.03% | +200+4.6% | Added |
| OneAscent Financial Services LLC | 4,571 | $348.0K | 0.16% | +718+18.6% | Added |
| Perritt Capital Management Inc | 4,563 | $347.0K | 0.21% | +63+1.4% | Added |
| Buckingham Strategic Wealth, LLC | 4,536 | $345.0K | 0.01% | −347−7.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,508 | $343.0K | 0.07% | −510−10.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,507 | $343.0K | 0.12% | +1,720+61.7% | Added |
| Peoples Financial Services Corp. | 4,504 | $343.0K | 0.16% | +2,830+169.1% | Added |
| Centric Wealth Management | 4,501 | $342.0K | 0.13% | +286+6.8% | Added |
| Tradition Wealth Management, LLC | 4,485 | $341.0K | 0.05% | −816−15.4% | Reduced |
| Anchor Investment Management, LLC | 4,483 | $341.0K | 0.05% | −397−8.1% | Reduced |
| Ulland Investment Advisors, LLC | 4,475 | $340.0K | 0.35% | −1,500−25.1% | Reduced |
| Interchange Capital Partners, LLC | 4,474 | $340.0K | 0.38% | −1,314−22.7% | Reduced |
| Grandfield & Dodd, LLC | 4,468 | $340.0K | 0.03% | −200−4.3% | Reduced |
| Summit Financial, LLC | 4,444 | $338.0K | 0.03% | −912−17.0% | Reduced |
| Radnor Capital Management, LLC | 4,440 | $338.0K | 0.09% | 00.0% | Unchanged |
| Tobam | 4,415 | $336.0K | 0.02% | +4,415 | New |
| Aj Wealth Strategies, LLC | 4,400 | $335.0K | 0.02% | 00.0% | Unchanged |
| Advisor Resource Council | 4,398 | $335.0K | 0.03% | +4,398 | New |
| Freestone Capital Holdings, LLC | 4,359 | $332.0K | 0.01% | −8,715−66.7% | Reduced |
| Alpha Cubed Investments, LLC | 4,360 | $332.0K | 0.02% | +670+18.2% | Added |
| Crawford Investment Counsel Inc | 4,344 | $330.0K | 0.01% | −711−14.1% | Reduced |
| Evergreen Capital Management LLC | 4,339 | $330.0K | 0.02% | −102−2.3% | Reduced |
| Alliance Wealth Advisors, LLC | 4,333 | $330.0K | 0.29% | −20.0% | Reduced |
| Roundview Capital LLC | 4,324 | $329.0K | 0.04% | +1,340+44.9% | Added |
| Eastern Bank | 4,316 | $328.0K | 0.02% | −41−0.9% | Reduced |
| Eads & Heald Wealth Management | 4,296 | $327.0K | 0.18% | −665−13.4% | Reduced |
| Tributary Capital Management, LLC | 4,300 | $327.0K | 0.03% | −100−2.3% | Reduced |
| Ronald Blue Trust, Inc. | 3,690 | $323.0K | 0.01% | +3,690 | New |
| First National Advisers, LLC | 4,234 | $322.0K | 0.67% | +4,234 | New |
| Americana Partners, LLC | 4,228 | $321.0K | 0.06% | −1,805−29.9% | Reduced |
| First Citizens Financial Corp | 4,208 | $320.0K | 0.28% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 4,210 | $320.0K | 0.32% | +162+4.0% | Added |
| Marcum Wealth, LLC | 4,191 | $319.0K | 0.05% | −356−7.8% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 4,195 | $319.0K | 0.17% | +36+0.9% | Added |
| Aaron Wealth Advisors | 4,193 | $318.0K | 0.08% | −248,305−98.3% | Reduced |
| Enlightenment Research, LLC | 4,162 | $317.0K | 0.68% | −8,543−67.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 4,159 | $316.0K | 0.07% | +250+6.4% | Added |
| BLB&B Advisors, LLC | 4,144 | $315.0K | 0.02% | −231−5.3% | Reduced |
| Quantum Financial Advisors, LLC | 3,545 | $315.0K | 0.12% | +3,545 | New |
| Main Street Financial Solutions, LLC | 4,132 | $314.0K | 0.04% | +3+0.1% | Added |
| Legacy Financial Advisors, Inc. | 4,122 | $313.0K | 0.08% | −544−11.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,117 | $313.0K | 0.01% | −33−0.8% | Reduced |
| Destination Wealth Management | 4,098 | $312.0K | 0.01% | −307−7.0% | Reduced |
| OneAscent Wealth Management LLC | 4,083 | $311.0K | 0.16% | −894−18.0% | Reduced |
| Pinnacle Bancorp, Inc. | 4,087 | $311.0K | 0.13% | −573−12.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,087 | $311.0K | 0.06% | +10.0% | Added |
| Amplius Wealth Advisors, LLC | 4,097 | $311.0K | 0.05% | +32+0.8% | Added |
| Cary Street Partner Investment Advisory LLC | 4,074 | $310.0K | 0.03% | +4,074 | New |
| Allred Capital Management, LLC | 4,068 | $309.0K | 0.19% | −33−0.8% | Reduced |
| Haverford Trust Co | 4,064 | $309.0K | 0.00% | +4,064 | New |
| King Wealth | 4,049 | $308.0K | 0.07% | +104+2.6% | Added |
| West Family Investments, Inc. | 4,033 | $307.0K | 0.12% | −256−6.0% | Reduced |
| Sage Mountain Advisors LLC | 4,037 | $307.0K | 0.05% | −50−1.2% | Reduced |
| St Germain D J Co Inc | 4,027 | $306.0K | 0.02% | −104,824−96.3% | Reduced |
| Lindbrook Capital, LLC | 4,020 | $306.0K | 0.05% | −23−0.6% | Reduced |
| Highland Private Wealth Management | 4,007 | $305.0K | 0.05% | −407−9.2% | Reduced |
| Wealthsource Partners, LLC | 4,011 | $305.0K | 0.02% | +980+32.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $304.0K | 0.18% | −3,000−42.9% | Reduced |
| First Financial Bank - Trust Division | 4,001 | $304.0K | 0.04% | −34−0.8% | Reduced |
| Westover Capital Advisors, LLC | 4,000 | $304.0K | 0.11% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 4,000 | $304.0K | 0.20% | +300+8.1% | Added |