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 |
|---|---|---|---|---|---|
| Madison Asset Management, LLC | 3,106 | $236.0K | 0.00% | +3,106 | New |
| Keebeck Wealth Management, LLC | 3,102 | $236.0K | 0.05% | +3,102 | New |
| Janney Capital Management LLC | 3,089 | $235.0K | 0.02% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,090 | $235.0K | 0.09% | +3,090 | New |
| Private Asset Management Inc | 3,082 | $234.0K | 0.04% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 3,053 | $232.0K | 0.22% | −40−1.3% | Reduced |
| Stonnington Group, LLC | 3,000 | $231.0K | 0.06% | −4,550−60.3% | Reduced |
| Objective Capital Management, LLC | 3,042 | $231.0K | 0.23% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 3,043 | $231.0K | 0.28% | +367+13.7% | Added |
| Independent Financial Group, LLC | 3,035 | $230.8K | 0.02% | −448−12.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,019 | $230.0K | 0.09% | +40+1.3% | Added |
| Arete Wealth Advisors, LLC | 3,005 | $229.0K | 0.03% | −830−21.6% | Reduced |
| O'Rourke & Company, Inc | 2,997 | $228.0K | 0.19% | −37−1.2% | Reduced |
| Spirit of America Management Corp | 3,000 | $228.0K | 0.05% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 3,000 | $228.0K | 0.09% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,996 | $228.0K | 0.14% | +407+15.7% | Added |
| Novare Capital Management LLC | 2,985 | $227.0K | 0.03% | −960−24.3% | Reduced |
| Kozak & Associates, Inc. | 2,991 | $227.0K | 0.15% | +1,178+65.0% | Added |
| Five Oceans Advisors | 2,977 | $226.0K | 0.17% | −86−2.8% | Reduced |
| Perfromance Wealth Partners, LLC | 2,971 | $226.0K | 0.01% | −10−0.3% | Reduced |
| Harrington Investments, INC | 2,975 | $226.0K | 0.17% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,914 | $224.0K | 0.06% | −19−0.6% | Reduced |
| River Wealth Advisors LLC | 2,940 | $224.0K | 0.04% | −187−6.0% | Reduced |
| Fortune 45 LLC | 2,955 | $224.0K | 0.26% | +2,955 | New |
| NBT Bank N A | 2,932 | $223.0K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,927 | $223.0K | 0.13% | +397+15.7% | Added |
| XR Securities LLC | 2,927 | $223.0K | 0.11% | +2,927 | New |
| Moloney Securities Asset Management, LLC | 2,918 | $222.0K | 0.05% | −2,322−44.3% | Reduced |
| Valmark Advisers, Inc. | 2,914 | $222.0K | 0.00% | −1,610−35.6% | Reduced |
| Addison Advisors LLC | 2,920 | $222.0K | 0.13% | −114−3.8% | Reduced |
| FinTrust Capital Advisors, LLC | 2,697 | $222.0K | 0.06% | −229−7.8% | Reduced |
| Bluefin Capital Management, LLC | 2,840 | $222.0K | 0.03% | +402+16.5% | Added |
| Fiduciary Group LLC | 2,464 | $222.0K | 0.03% | +2,464 | New |
| Motco | 2,875 | $219.0K | 0.02% | −1,694−37.1% | Reduced |
| McLean Asset Management Corp | 2,898 | $219.0K | 0.09% | +23+0.8% | Added |
| Alta Wealth Advisors LLC | 2,838 | $219.0K | 0.15% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,876 | $219.0K | 0.06% | +1,681+140.7% | Added |
| Vigilare Wealth Management | 2,870 | $218.0K | 0.24% | −819−22.2% | Reduced |
| Leisure Capital Management | 2,871 | $218.0K | 0.11% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 2,872 | $218.0K | 0.14% | 00.0% | Unchanged |
| JT Stratford LLC | 2,867 | $218.0K | 0.07% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 2,843 | $218.0K | 0.01% | 00.0% | Unchanged |
| Wrapmanager Inc | 2,864 | $218.0K | 0.07% | +2,864 | New |
| Fort Sheridan Advisors LLC | 2,858 | $217.0K | 0.07% | −478−14.3% | Reduced |
| Keystone Financial Group | 2,851 | $217.0K | 0.04% | +295+11.5% | Added |
| Canvas Wealth Advisors, LLC | 2,851 | $217.0K | 0.09% | +2,851 | New |
| Cedar Brook Financial Partners, LLC | 2,836 | $216.0K | 0.07% | −630−18.2% | Reduced |
| Norway Savings Bank | 2,827 | $215.0K | 0.11% | −25−0.9% | Reduced |
| Pathway Financial Advisors LLC | 2,817 | $214.0K | 0.09% | +50+1.8% | Added |
| Sargent Bickham Lagudis LLC | 2,808 | $214.0K | 0.02% | +366+15.0% | Added |
| American State Bank (Iowa) | 2,808 | $213.6K | 0.17% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,804 | $213.0K | 0.02% | +213+8.2% | Added |
| Congress Park Capital LLC | 2,800 | $213.0K | 0.14% | +2,800 | New |
| DGS Capital Management, LLC | 2,787 | $212.0K | 0.17% | −349−11.1% | Reduced |
| Mayfair Advisory Group, LLC | 2,517 | $212.0K | 0.28% | +2,517 | New |
| E Fund Management Co., Ltd. | 2,779 | $211.0K | 0.02% | −21−0.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,755 | $210.0K | 0.01% | −423−13.3% | Reduced |
| Aspiriant, LLC | 2,762 | $209.0K | 0.01% | −99−3.5% | Reduced |
| Annapolis Financial Services, LLC | 2,745 | $209.0K | 0.08% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,732 | $208.0K | 0.20% | −25−0.9% | Reduced |
| Broadleaf Partners, LLC | 2,719 | $207.0K | 0.09% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,725 | $207.0K | 0.12% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,709 | $206.0K | 0.05% | 00.0% | Unchanged |
| Reik & Co., LLC | 2,703 | $206.0K | 0.06% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,702 | $206.0K | 0.15% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,704 | $206.0K | 0.12% | +24+0.9% | Added |
| FSB Premier Wealth Management, Inc. | 2,712 | $206.0K | 0.11% | −9−0.3% | Reduced |
| Navis Wealth Advisors, LLC | 2,700 | $205.0K | 0.22% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,435 | $205.0K | 0.01% | +2,435 | New |
| Wedge Capital Management L L P | 2,680 | $204.0K | 0.00% | −63−2.3% | Reduced |
| Weatherly Asset Management L. P. | 2,684 | $204.0K | 0.03% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 2,680 | $204.0K | 0.11% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,676 | $204.0K | 0.05% | +310+13.1% | Added |
| Cookson Peirce & Co Inc | 2,666 | $203.0K | 0.01% | −684,959−99.6% | Reduced |
| Univest Financial Corp | 2,663 | $203.0K | 0.07% | −144−5.1% | Reduced |
| Windsor Group LTD | 2,683 | $202.0K | 0.05% | −9,834−78.6% | Reduced |
| Asset Allocation & Management Company, LLC | 2,660 | $202.0K | 0.08% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,640 | $201.0K | 0.13% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,645 | $201.0K | 0.04% | +107+4.2% | Added |
| N.E.W. Advisory Services LLC | 2,641 | $201.0K | 0.04% | +2,641 | New |
| Oakworth Capital, Inc. | 2,546 | $194.0K | 0.02% | −84−3.2% | Reduced |
| Manchester Capital Management LLC | 2,507 | $191.0K | 0.03% | +2,289+1,050.0% | Added |
| Highlander Capital Management, LLC | 2,500 | $190.0K | 0.10% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,487 | $189.0K | 0.02% | +2,487 | New |
| Harvest Fund Management Co., Ltd | 2,421 | $184.0K | 0.05% | −1,351−35.8% | Reduced |
| Harbour Investments, Inc. | 2,389 | $182.0K | 0.01% | +2,389 | New |
| Operose Advisors LLC | 2,354 | $179.0K | 0.13% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,301 | $175.0K | 0.05% | +208+9.9% | Added |
| Ellevest, Inc. | 2,283 | $174.0K | 0.02% | −4,081−64.1% | Reduced |
| South Dakota Investment Council | 2,200 | $167.0K | 0.00% | +2,200 | New |
| Wolff Wiese Magana LLC | 2,151 | $164.0K | 0.12% | +735+51.9% | Added |
| First National Bank of South Miami | 2,123 | $161.0K | 0.11% | +1,123+112.3% | Added |
| Washington Trust Advisors, Inc. | 2,085 | $158.0K | 0.01% | −548−20.8% | Reduced |
| Credential Qtrade Securities Inc. | 2,068 | $157.3K | 0.01% | −438−17.5% | Reduced |
| Key Financial Inc | 2,040 | $157.0K | 0.09% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,066 | $156.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,026 | $154.0K | 0.01% | +187+10.2% | Added |
| Interactive Financial Advisors | 2,000 | $152.0K | 0.08% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,966 | $150.0K | 0.04% | −163−7.7% | Reduced |
| Monolith Advisors | 1,965 | $149.0K | 0.16% | +1,448+280.1% | Added |