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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 3,993 | $304.0K | 0.08% | +995+33.2% | Added |
| Farmers National Bank | 3,995 | $303.9K | 0.12% | −12−0.3% | Reduced |
| Davis R M Inc | 3,971 | $302.0K | 0.01% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 3,953 | $301.0K | 0.12% | −47−1.2% | Reduced |
| Kaizen Financial Strategies | 3,955 | $301.0K | 0.30% | +124+3.2% | Added |
| Richwood Investment Advisors, LLC | 3,963 | $301.0K | 0.30% | +1,336+50.9% | Added |
| Tanager Wealth Management LLP | 3,945 | $300.0K | 0.25% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,946 | $300.0K | 0.04% | +1,529+63.3% | Added |
| Platte River Wealth Advisors, LLC | 3,930 | $299.0K | 0.13% | −2,950−42.9% | Reduced |
| HBK Sorce Advisory LLC | 3,929 | $299.0K | 0.02% | −2,013−33.9% | Reduced |
| First Foundation Advisors | 3,937 | $299.0K | 0.01% | −365−8.5% | Reduced |
| ACG Wealth | 3,932 | $299.0K | 0.06% | +6+0.2% | Added |
| Herold Advisors, Inc. | 3,936 | $299.0K | 0.14% | +1,011+34.6% | Added |
| Michael B. Yongue | 3,888 | $296.0K | 0.26% | −1,215−23.8% | Reduced |
| Rosenberg Matthew Hamilton | 3,852 | $296.0K | 0.11% | −620−13.9% | Reduced |
| Buffington Mohr McNeal | 3,893 | $296.0K | 0.06% | +143+3.8% | Added |
| Global Retirement Partners, LLC | 3,889 | $296.0K | 0.02% | −34−0.9% | Reduced |
| Willner & Heller, LLC | 3,885 | $295.0K | 0.46% | +59+1.5% | Added |
| Flagship Harbor Advisors, LLC | 3,881 | $295.0K | 0.03% | +388+11.1% | Added |
| Sepio Capital, LP | 3,876 | $295.0K | 0.03% | +559+16.9% | Added |
| Shepherd Financial Partners LLC | 3,867 | $294.0K | 0.06% | +844+27.9% | Added |
| MCF Advisors LLC | 3,857 | $293.0K | 0.03% | +198+5.4% | Added |
| City State Bank | 3,830 | $291.0K | 0.20% | +5+0.1% | Added |
| Park National Corp | 3,808 | $290.0K | 0.01% | +92+2.5% | Added |
| Cantor Fitzgerald, L. P. | 3,800 | $289.0K | 0.01% | −2,200−36.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 3,800 | $289.0K | 0.00% | +600+18.8% | Added |
| Sunflower Bank, N.A. | 3,796 | $288.0K | 0.06% | −119−3.0% | Reduced |
| Trustmark National Bank Trust Department | 3,790 | $288.0K | 0.03% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 3,767 | $287.0K | 0.10% | −427−10.2% | Reduced |
| Drive Wealth Management, LLC | 3,760 | $286.0K | 0.26% | −668−15.1% | Reduced |
| Overbrook Management Corp | 3,764 | $286.0K | 0.08% | 00.0% | Unchanged |
| HYA Advisors, Inc | 3,757 | $286.0K | 0.11% | +18+0.5% | Added |
| Cable Hill Partners, LLC | 3,760 | $286.0K | 0.07% | +839+28.7% | Added |
| Redhawk Wealth Advisors, Inc. | 3,753 | $285.0K | 0.13% | +15+0.4% | Added |
| Private Capital Management LLC | 3,248 | $284.0K | 0.09% | 00.0% | Unchanged |
| Cutler Group LP | 3,723 | $283.0K | 0.04% | −66,626−94.7% | Reduced |
| Optimum Investment Advisors | 3,700 | $281.0K | 0.14% | −550−12.9% | Reduced |
| MidWestOne Financial Group, Inc. | 3,664 | $279.0K | 0.07% | −252−6.4% | Reduced |
| Boenning & Scattergood, Inc. | 3,670 | $279.0K | 0.05% | −98−2.6% | Reduced |
| Hoylecohen, LLC | 3,667 | $279.0K | 0.03% | +3+0.1% | Added |
| Jones Financial Companies LLLP | 3,664 | $279.0K | 0.00% | +22+0.6% | Added |
| Ipswich Investment Management Co., Inc. | 3,651 | $278.0K | 0.08% | −996−21.4% | Reduced |
| Coastal Investment Advisors, Inc. | 3,625 | $278.0K | 0.07% | −250−6.5% | Reduced |
| Carmel Capital Partners, LLC | 3,627 | $276.0K | 0.26% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,609 | $275.0K | 0.07% | −82−2.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,596 | $274.0K | 0.27% | +17+0.5% | Added |
| Guerra Pan Advisors, LLC | 3,239 | $273.0K | 0.34% | 00.0% | Unchanged |
| American National Bank | 3,573 | $272.0K | 0.07% | +1,558+77.3% | Added |
| Pflug Koory, LLC | 3,560 | $271.0K | 0.16% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 3,570 | $271.0K | 0.07% | +290+8.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,564 | $271.0K | 0.01% | +396+12.5% | Added |
| Cohen & Steers, Inc. | 3,553 | $270.0K | 0.00% | +92+2.7% | Added |
| Choate Investment Advisors | 3,547 | $270.0K | 0.02% | +508+16.7% | Added |
| Wagner Wealth Management, LLC | 3,553 | $270.0K | 0.22% | +505+16.6% | Added |
| Joule Financial, LLC | 3,545 | $270.0K | 0.21% | +3,545 | New |
| American Trust | 3,523 | $268.0K | 0.02% | +260+8.0% | Added |
| Marathon Capital Management | 3,511 | $267.0K | 0.09% | +3,511 | New |
| WSFS Capital Management, LLC | 3,499 | $266.0K | 0.09% | −16−0.5% | Reduced |
| Red Cedar Capital, LLC | 3,500 | $266.0K | 0.18% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 3,488 | $265.0K | 0.00% | −80−2.2% | Reduced |
| Capstone Financial Advisors, Inc. | 3,481 | $265.0K | 0.02% | +31+0.9% | Added |
| Humankind Investments LLC | 3,455 | $263.0K | 0.13% | +523+17.8% | Added |
| RSM US Wealth Management LLC | 3,424 | $260.0K | 0.01% | +1,063+45.0% | Added |
| Riverwater Partners LLC | 3,400 | $259.0K | 0.26% | +3,400 | New |
| Clearstead Advisors, LLC | 3,383 | $257.0K | 0.02% | +223+7.1% | Added |
| Duncker Streett & Co Inc | 3,371 | $256.0K | 0.06% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 3,394 | $256.0K | 0.05% | +62+1.9% | Added |
| Kore Private Wealth LLC | 3,356 | $255.0K | 0.04% | −344−9.3% | Reduced |
| Wellington Shields Capital Management, LLC | 3,357 | $255.0K | 0.03% | −300−8.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,340 | $254.0K | 0.08% | −1,549−31.7% | Reduced |
| Millennium Capital Advisors, LLC | 3,340 | $254.0K | 0.25% | +776+30.3% | Added |
| Continuum Advisory, LLC | 3,307 | $252.0K | 0.05% | −104−3.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3,308 | $251.0K | 0.02% | +10.0% | Added |
| Vantage Consulting Group Inc | 3,298 | $251.0K | 0.14% | +436+15.2% | Added |
| Syntax Advisors, LLC | 3,298 | $251.0K | 0.21% | +436+15.2% | Added |
| Valley National Advisers Inc | 3,244 | $250.0K | 0.05% | +1,396+75.5% | Added |
| Mission Wealth Management, LP | 3,273 | $249.0K | 0.01% | +966+41.9% | Added |
| CNB Bank | 3,255 | $248.0K | 0.16% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 3,253 | $247.0K | 0.10% | −322−9.0% | Reduced |
| Bragg Financial Advisors, Inc | 3,247 | $247.0K | 0.02% | −82−2.5% | Reduced |
| Focus Financial Network, Inc. | 3,246 | $246.9K | 0.02% | +863+36.2% | Added |
| CX Institutional | 3,234 | $246.0K | 0.02% | −1,274−28.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,239 | $246.0K | 0.23% | −140−4.1% | Reduced |
| Capital Advisors Inc | 3,229 | $246.0K | 0.01% | +551+20.6% | Added |
| Howard Financial Services, Ltd. | 3,220 | $245.0K | 0.08% | +195+6.4% | Added |
| Twin Focus Capital Partners, LLC | 3,210 | $244.0K | 0.05% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,210 | $244.0K | 0.04% | +200+6.6% | Added |
| Covington Capital Management | 3,196 | $243.0K | 0.01% | −19−0.6% | Reduced |
| Crewe Advisors LLC | 3,197 | $243.0K | 0.05% | +699+28.0% | Added |
| Raab & Moskowitz Asset Management LLC | 3,195 | $243.0K | 0.10% | +705+28.3% | Added |
| Horizon Wealth Management, LLC | 3,181 | $242.0K | 0.10% | −325−9.3% | Reduced |
| Everhart Financial Group, Inc. | 3,183 | $242.0K | 0.15% | +3,183 | New |
| Detalus Advisors, LLC | 3,149 | $240.0K | 0.14% | +3,149 | New |
| David Loasby | 3,105 | $239.0K | 0.04% | +43+1.4% | Added |
| Echo Street Capital Management LLC | 3,128 | $238.0K | 0.00% | −917−22.7% | Reduced |
| Johnson Investment Counsel Inc | 3,134 | $238.0K | 0.00% | +668+27.1% | Added |
| SOL Capital Management CO | 3,120 | $237.0K | 0.05% | −400−11.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,117 | $237.0K | 0.15% | +5+0.2% | Added |
| Delphia (USA) Inc. | 3,112 | $237.0K | 0.16% | +3,112 | New |
| Ascent Group, LLC | 2,805 | $236.0K | 0.03% | −345−11.0% | Reduced |