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 |
|---|---|---|---|---|---|
| Horan Securities, Inc. | 500 | $39.0K | 0.02% | 00.0% | Unchanged |
| Corsicana & Co. | 500 | $38.0K | 0.03% | −307−38.0% | Reduced |
| Marshall & Sullivan Inc | 500 | $38.0K | 0.02% | +500 | New |
| Denali Advisors LLC | 500 | $38.0K | 0.02% | +500 | New |
| Riggs Asset Managment Co. Inc. | 492 | $37.0K | 0.02% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 455 | $35.0K | 0.03% | −55−10.8% | Reduced |
| State of Wyoming | 424 | $32.0K | 0.02% | −2,640−86.2% | Reduced |
| Better Money Decisions, LLC | 427 | $32.0K | 0.03% | +427 | New |
| Mark Sheptoff Financial Planning, LLC | 413 | $31.0K | 0.02% | 00.0% | Unchanged |
| Siena Capital LLC | 408 | $31.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 400 | $30.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 400 | $30.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 388 | $30.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 400 | $30.0K | 0.02% | +388+3,233.3% | Added |
| Larson Financial Group LLC | 378 | $29.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 372 | $28.0K | 0.02% | +4+1.1% | Added |
| Evermay Wealth Management LLC | 350 | $27.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 350 | $27.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 339 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 343 | $26.0K | 0.00% | +151+78.6% | Added |
| Sittner & Nelson, LLC | 339 | $26.0K | 0.02% | +339 | New |
| Johnson Midwest Financial, LLC | 324 | $25.0K | 0.03% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 315 | $24.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 318 | $24.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 305 | $23.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 300 | $23.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 300 | $23.0K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $23.0K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 300 | $23.0K | 0.01% | +300 | New |
| Halpern Financial, Inc. | 300 | $22.8K | 0.01% | +300 | New |
| Beacon Capital Management, LLC | 243 | $22.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 290 | $22.0K | 0.00% | +135+87.1% | Added |
| HC Financial Advisors Inc | 285 | $22.0K | 0.01% | +285 | New |
| Knott David M Jr | 293 | $22.0K | 0.01% | +293 | New |
| Charter Oak Capital Management, LLC | 279 | $21.0K | 0.00% | −75−21.2% | Reduced |
| Seldon Capital LP | 282 | $21.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 269 | $21.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 281 | $21.0K | 0.01% | +72+34.4% | Added |
| Solstein Capital, LLC | 256 | $19.0K | 0.01% | −195−43.2% | Reduced |
| Northwest Investment Counselors, LLC | 256 | $19.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 250 | $19.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 217 | $17.0K | 0.00% | −174−44.5% | Reduced |
| Advanced Research Investment Solutions, LLC | 221 | $17.0K | 0.01% | −160−42.0% | Reduced |
| Lee Financial Co | 225 | $17.0K | 0.00% | +203+922.7% | Added |
| Arlington Partners LLC | 215 | $16.0K | 0.01% | +198+1,164.7% | Added |
| Heritage Wealth Management, LLC | 200 | $15.2K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 196 | $15.0K | 0.00% | +1+0.5% | Added |
| WFA of San Diego, LLC | 200 | $15.0K | 0.01% | +200 | New |
| Ahrens Investment Partners LLC | 190 | $14.0K | 0.01% | −395−67.5% | Reduced |
| Tortoise Investment Management, LLC | 178 | $14.0K | 0.00% | +78+78.0% | Added |
| JNBA Financial Advisors | 178 | $14.0K | 0.00% | +138+345.0% | Added |
| Ci Investments Inc. | 167 | $13.0K | 0.00% | −5−2.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 167 | $13.0K | 0.03% | 00.0% | Unchanged |
| Sierra Capital LLC | 152 | $12.0K | 0.00% | −34−18.3% | Reduced |
| First PREMIER Bank | 156 | $12.0K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 152 | $12.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 155 | $12.0K | 0.00% | +155 | New |
| Raffa Wealth Management, LLC | 156 | $11.9K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 152 | $11.0K | 0.00% | −783−83.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 127 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 144 | $10.0K | 0.01% | +144 | New |
| Kelly Financial Services LLC | 131 | $9.96K | 0.01% | −150−53.4% | Reduced |
| Stephens Consulting, LLC | 125 | $9.51K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 113 | $9.00K | 0.00% | +113 | New |
| Enterprise Trust & Investment Co | 113 | $9.00K | 0.00% | +113 | New |
| Front Row Advisors LLC | 111 | $8.00K | 0.00% | −11−9.0% | Reduced |
| First Community Trust NA | 103 | $8.00K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 104 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $8.00K | 0.00% | +7+7.5% | Added |
| WR Wealth Planners, LLC | 103 | $7.86K | 0.01% | +1+1.0% | Added |
| Baldwin Brothers Inc | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 91 | $7.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 98 | $7.00K | 0.01% | +98 | New |
| Coastal Capital Group, Inc. | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 79 | $6.00K | 0.00% | +19+31.7% | Added |
| Schubert & Co | 79 | $6.00K | 0.01% | +28+54.9% | Added |
| KB Financial Partners, LLC | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 70 | $5.00K | 0.00% | +70 | New |
| Your Advocates Ltd., LLP | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 53 | $4.00K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 34 | $3.00K | 0.00% | +34 | New |
| Joseph P. Lucia & Associates, LLC | 29 | $2.00K | 0.00% | −200−87.3% | Reduced |
| First Bank & Trust | 30 | $2.00K | 0.00% | −29−49.2% | Reduced |
| ClariVest Asset Management LLC | 25 | $2.00K | 0.00% | −8−24.2% | Reduced |
| Corbenic Partners LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $2.00K | 0.00% | +20 | New |
| Acima Private Wealth, LLC | 26 | $1.98K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Darrow Company, Inc. | 26 | $1.00K | 0.00% | +26 | New |