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 |
|---|---|---|---|---|---|
| Endurance Wealth Management, Inc. | 1,916 | $146.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,913 | $145.0K | 0.02% | −8,028−80.8% | Reduced |
| Baystate Wealth Management LLC | 1,872 | $142.0K | 0.01% | +17+0.9% | Added |
| Covestor Ltd | 1,857 | $141.0K | 0.12% | +1,231+196.6% | Added |
| Fieldpoint Private Securities, LLC | 1,835 | $140.0K | 0.04% | −1,296−41.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,833 | $139.0K | 0.05% | −50−2.7% | Reduced |
| Atlas Capital Advisors LLC | 1,816 | $138.1K | 0.02% | −465−20.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,739 | $132.0K | 0.02% | +501+40.5% | Added |
| Proequities, Inc. | 1,674 | $127.0K | 0.01% | +94+5.9% | Added |
| Hexagon Capital Partners LLC | 1,675 | $127.0K | 0.04% | +263+18.6% | Added |
| Hillsdale Investment Management Inc. | 1,654 | $126.0K | 0.01% | −36−2.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,658 | $126.0K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,659 | $126.0K | 0.03% | +27+1.7% | Added |
| Farmers & Merchants Investments Inc | 1,645 | $125.0K | 0.01% | +528+47.3% | Added |
| Eagle Bay Advisors LLC | 1,576 | $119.9K | 0.07% | +1,576 | New |
| Premier Asset Management LLC | 11,043 | $114.0K | 0.09% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,500 | $114.0K | 0.04% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 1,503 | $114.0K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,463 | $111.0K | 0.10% | +1,200+456.3% | Added |
| Godsey & Gibb Associates | 1,436 | $109.0K | 0.06% | +1,436 | New |
| Laffer Tengler Investments | 1,404 | $106.8K | 0.04% | 00.0% | Unchanged |
| Jefferies Group LLC | 1,388 | $105.6K | 0.00% | −1,123−44.7% | Reduced |
| Independence Bank of Kentucky | 1,364 | $104.0K | 0.05% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,364 | $103.8K | 0.04% | +236+20.9% | Added |
| Silvant Capital Management LLC | 1,357 | $103.0K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,356 | $103.0K | 0.04% | +12+0.9% | Added |
| Capital Advisors, Ltd. LLC | 1,346 | $102.0K | 0.02% | +62+4.8% | Added |
| Parallax Volatility Advisers, L.P. | 1,326 | $101.0K | 0.00% | +1,326 | New |
| Glassman Wealth Services | 1,312 | $100.0K | 0.02% | +387+41.8% | Added |
| Burleson & Company, LLC | 1,297 | $99.0K | 0.02% | −360−21.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,296 | $99.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,267 | $96.0K | 0.02% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,240 | $94.0K | 0.06% | +1,240 | New |
| PSI Advisors, LLC | 1,201 | $92.0K | 0.05% | +100+9.1% | Added |
| Total Clarity Wealth Management, Inc. | 1,202 | $91.0K | 0.05% | +1,202 | New |
| McIlrath & Eck, LLC | 1,170 | $89.0K | 0.03% | +119+11.3% | Added |
| West Paces Advisors Inc. | 1,144 | $87.0K | 0.03% | −45−3.8% | Reduced |
| WD Rutherford LLC | 1,150 | $87.0K | 0.07% | −475−29.2% | Reduced |
| Fortis Advisors, LLC | 1,116 | $85.0K | 0.06% | +10+0.9% | Added |
| Resources Management Corp | 1,109 | $84.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,091 | $83.0K | 0.08% | +250+29.7% | Added |
| Founders Capital Management | 1,078 | $82.0K | 0.06% | +13+1.2% | Added |
| Investors Asset Management of Georgia Inc | 1,047 | $80.0K | 0.04% | +1,047 | New |
| Bay Harbor Wealth Management, LLC | 1,035 | $79.0K | 0.04% | +1+0.1% | Added |
| Global Financial Private Client, LLC | 1,020 | $78.3K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,014 | $77.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 988 | $75.0K | 0.08% | +108+12.3% | Added |
| Selective Wealth Management, Inc. | 978 | $74.0K | 0.03% | −300−23.5% | Reduced |
| Cedar Mountain Advisors, LLC | 959 | $73.0K | 0.02% | +5+0.5% | Added |
| Hanson & Doremus Investment Management | 964 | $73.0K | 0.02% | +129+15.4% | Added |
| Brown, Lisle/Cummings, Inc. | 925 | $70.4K | 0.04% | 00.0% | Unchanged |
| Eukles Asset Management | 914 | $70.0K | 0.04% | −19−2.0% | Reduced |
| Cedar Wealth Management, LLC | 922 | $70.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 925 | $70.0K | 0.01% | +109+13.4% | Added |
| Atticus Wealth Management, LLC | 866 | $66.0K | 0.03% | +729+532.1% | Added |
| Hazlett, Burt & Watson, Inc. | 843 | $65.0K | 0.06% | +2+0.2% | Added |
| Capital Directions Investment Advisors, LLC | 845 | $64.0K | 0.02% | −640−43.1% | Reduced |
| Mizuho Securities Co. Ltd. | 640 | $63.0K | 0.01% | +440+220.0% | Added |
| CoreFirst Bank & Trust | 811 | $62.0K | 0.05% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 804 | $61.2K | 0.03% | +804 | New |
| Park Circle Co | 800 | $61.0K | 0.06% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 800 | $61.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 790 | $60.0K | 0.03% | −50−6.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 784 | $60.0K | 0.04% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 770 | $59.0K | 0.07% | +6+0.8% | Added |
| Stonebridge Capital Advisors LLC | 743 | $57.0K | 0.01% | −277−27.2% | Reduced |
| Clearview Wealth Advisors LLC | 751 | $57.0K | 0.04% | −248−24.8% | Reduced |
| Wellington Shields & Co., LLC | 750 | $57.0K | 0.01% | +750 | New |
| TCI Wealth Advisors, Inc. | 738 | $56.0K | 0.01% | −3−0.4% | Reduced |
| Twin Lakes Capital Management, LLC | 720 | $55.0K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 680 | $52.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 671 | $51.0K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 668 | $51.0K | 0.01% | +3+0.5% | Added |
| SOA Wealth Advisors, LLC. | 670 | $50.0K | 0.01% | −13−1.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 663 | $50.0K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 652 | $50.0K | 0.01% | +50+8.3% | Added |
| QVR LLC | 626 | $48.0K | 0.04% | −7,457−92.3% | Reduced |
| First Financial Corp | 624 | $47.0K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 613 | $47.0K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 625 | $47.0K | 0.03% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 623 | $47.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 601 | $47.0K | 0.03% | +5+0.8% | Added |
| Semmax Financial Advisors Inc. | 519 | $47.0K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 604 | $46.0K | 0.00% | −1,967−76.5% | Reduced |
| Benjamin Edwards Inc | 600 | $46.0K | 0.01% | −1,514−71.6% | Reduced |
| SRS Capital Advisors, Inc. | 603 | $46.0K | 0.01% | −18−2.9% | Reduced |
| Professional Financial Advisors, LLC | 601 | $46.0K | 0.03% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 602 | $46.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $45.6K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 586 | $45.0K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 583 | $44.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 581 | $44.0K | 0.04% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 584 | $44.0K | 0.03% | +584 | New |
| First Command Bank | 567 | $43.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 567 | $43.0K | 0.01% | 00.0% | Unchanged |
| Ghe, LLC | 480 | $42.0K | 0.05% | +480 | New |
| AGF Investments LLC | 537 | $41.0K | 0.00% | −9,918−94.9% | Reduced |
| GeoWealth Management, LLC | 537 | $41.0K | 0.01% | +43+8.7% | Added |
| Bell Investment Advisors, Inc | 533 | $41.0K | 0.01% | +533 | New |
| Ogorek Anthony Joseph | 523 | $39.0K | 0.02% | 00.0% | Unchanged |