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
- 1,607
- −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
- 609 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 |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc. | 81,122 | $6.17M | 0.08% | −321−0.4% | Reduced |
| Credit Agricole S A | 80,034 | $6.09M | 0.24% | −2,001−2.4% | Reduced |
| Cetera Investment Advisers | 81,777 | $6.04M | 0.10% | −3,114−3.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 79,111 | $6.02M | 0.15% | −6,685−7.8% | Reduced |
| New Mexico Educational Retirement Board | 78,610 | $5.98M | 0.29% | −3,800−4.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 78,374 | $5.96M | 3.70% | −198−0.3% | Reduced |
| Banque Pictet & Cie SA | 78,324 | $5.96M | 0.06% | −14,466−15.6% | Reduced |
| Assetmark, Inc | 76,749 | $5.84M | 0.03% | +19,797+34.8% | Added |
| Tower Research Capital LLC (TRC) | 76,451 | $5.82M | 0.13% | −135,768−64.0% | Reduced |
| JustInvest LLC | 76,191 | $5.79M | 0.27% | +26,548+53.5% | Added |
| Twin Capital Management Inc | 76,102 | $5.79M | 0.74% | −1,111−1.4% | Reduced |
| Private Advisor Group, LLC | 74,341 | $5.65M | 0.05% | +5,854+8.5% | Added |
| Saba Capital Management, L.P. | 73,562 | $5.59M | 0.08% | +73,562 | New |
| First Citizens Bank & Trust Co | 73,434 | $5.59M | 0.20% | −80.0% | Reduced |
| Connors Investor Services Inc | 73,081 | $5.56M | 0.70% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 72,900 | $5.54M | 1.21% | +6,314+9.5% | Added |
| Northern Oak Wealth Management Inc | 72,858 | $5.54M | 0.78% | +11,274+18.3% | Added |
| Cyrus J. Lawrence, LLC | 72,727 | $5.53M | 1.59% | −35,846−33.0% | Reduced |
| DuPont Capital Management Corp | 72,311 | $5.50M | 0.26% | −16,278−18.4% | Reduced |
| Capital International Sarl | 71,644 | $5.45M | 0.44% | +3,004+4.4% | Added |
| Winton Group Ltd | 71,286 | $5.42M | 0.29% | +67,822+1,957.9% | Added |
| D L Carlson Investment Group Inc | 70,476 | $5.36M | 1.13% | −110−0.2% | Reduced |
| Oliver Luxxe Assets LLC | 70,248 | $5.34M | 1.58% | +3,018+4.5% | Added |
| Easterly Investment Partners LLC | 70,176 | $5.34M | 0.48% | +70,176 | New |
| Advocate Group LLC | 69,879 | $5.32M | 1.24% | +69,879 | New |
| Copeland Capital Management, LLC | 69,786 | $5.31M | 0.17% | +69,786 | New |
| Group One Trading, L.P. | 69,543 | $5.29M | 0.15% | +69,543 | New |
| Exchange Traded Concepts, LLC | 69,077 | $5.25M | 0.15% | −90,104−56.6% | Reduced |
| Logan Capital Management Inc | 69,021 | $5.25M | 0.30% | +16,510+31.4% | Added |
| Baugh & Associates, LLC | 68,808 | $5.23M | 3.52% | −1,049−1.5% | Reduced |
| Picton Mahoney Asset Management | 68,460 | $5.21M | 0.22% | −170,772−71.4% | Reduced |
| Principal Street Partners, LLC | 66,897 | $5.09M | 1.32% | +11,201+20.1% | Added |
| Central Trust Co | 66,681 | $5.07M | 0.17% | +1,966+3.0% | Added |
| Ameritas Investment Partners, Inc. | 66,463 | $5.05M | 0.22% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 66,411 | $5.05M | 1.41% | −725−1.1% | Reduced |
| CWM, LLC | 65,904 | $5.01M | 0.04% | +22,506+51.9% | Added |
| German American Bancorp, Inc. | 65,878 | $5.01M | 0.84% | −6,708−9.2% | Reduced |
| Tudor Investment Corp Et Al | 64,596 | $4.91M | 0.14% | −42,389−39.6% | Reduced |
| Lyell Wealth Management, LP | 64,408 | $4.90M | 0.80% | −495−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 64,269 | $4.89M | 0.11% | +430+0.7% | Added |
| Signet Financial Management, LLC | 63,931 | $4.86M | 0.93% | +2,495+4.1% | Added |
| CTC LLC | 63,852 | $4.86M | 0.28% | −246,915−79.5% | Reduced |
| Gibraltar Capital Management, Inc. | 63,787 | $4.85M | 2.36% | −4,825−7.0% | Reduced |
| Meyer Handelman Co | 63,166 | $4.80M | 0.21% | −180−0.3% | Reduced |
| Atria Investments LLC | 62,981 | $4.79M | 0.10% | −12,811−16.9% | Reduced |
| Sandy Cove Advisors, LLC | 62,683 | $4.77M | 4.33% | +58,769+1,501.5% | Added |
| Iowa State Bank | 62,514 | $4.75M | 1.26% | +183+0.3% | Added |
| Baxter Bros Inc | 62,187 | $4.73M | 0.85% | +3,110+5.3% | Added |
| Cito Capital Group, LLC | 61,948 | $4.71M | 2.58% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 61,810 | $4.71M | 0.11% | +22,952+59.1% | Added |
| Wills Financial Group, Inc. | 61,338 | $4.67M | 2.29% | −401−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 61,276 | $4.66M | 0.11% | −12,133−16.5% | Reduced |
| AE Wealth Management LLC | 61,255 | $4.66M | 0.04% | +9,097+17.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 61,213 | $4.66M | 0.41% | −3,900−6.0% | Reduced |
| Howe & Rusling Inc | 60,947 | $4.64M | 0.59% | −27,701−31.2% | Reduced |
| Coldstream Capital Management Inc | 59,192 | $4.50M | 0.18% | +2,844+5.0% | Added |
| Prudential PLC | 58,989 | $4.49M | 0.08% | −11,297−16.1% | Reduced |
| Glenview Trust Co | 58,062 | $4.42M | 0.16% | −2,498−4.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 57,570 | $4.38M | 0.71% | +2,743+5.0% | Added |
| First National Bank of Omaha | 57,042 | $4.34M | 0.26% | −1,832−3.1% | Reduced |
| Paloma Partners Management Co | 57,031 | $4.34M | 0.43% | +28,893+102.7% | Added |
| United Services Automobile Association | 56,822 | $4.32M | 0.11% | +56,822 | New |
| Benson Investment Management Company, Inc. | 56,696 | $4.29M | 2.68% | +11,135+24.4% | Added |
| BW Gestao de Investimentos Ltda. | 56,182 | $4.27M | 0.99% | −15,000−21.1% | Reduced |
| Shell Asset Management Co | 55,969 | $4.26M | 0.13% | −390−0.7% | Reduced |
| Rpo LLC | 55,577 | $4.23M | 1.15% | +55,577 | New |
| Andra AP-fonden | 55,411 | $4.21M | 0.12% | +55,411 | New |
| Impax Asset Management Group plc | 54,720 | $4.16M | 0.02% | 00.0% | Unchanged |
| Heritage Trust Co | 54,691 | $4.16M | 0.68% | +747+1.4% | Added |
| Wolverine Asset Management LLC | 54,526 | $4.15M | 0.05% | −20,676−27.5% | Reduced |
| Elk River Wealth Management, LLC | 54,458 | $4.14M | 1.05% | +58+0.1% | Added |
| Lorne Steinberg Wealth Management Inc. | 54,222 | $4.12M | 1.94% | +955+1.8% | Added |
| Albion Financial Group | 53,924 | $4.10M | 0.41% | +1,494+2.8% | Added |
| FDx Advisors, Inc. | 53,560 | $4.07M | 0.15% | −511−0.9% | Reduced |
| Corient Capital Partners, LLC | 53,503 | $4.07M | 0.31% | +4,940+10.2% | Added |
| Banque Cantonale Vaudoise | 52,475 | $3.99M | 0.21% | +3,000+6.1% | Added |
| Canandaigua National Corp | 52,166 | $3.97M | 0.70% | −4,555−8.0% | Reduced |
| Neville Rodie & Shaw Inc | 51,870 | $3.94M | 0.35% | −4,330−7.7% | Reduced |
| Varma Mutual Pension Insurance Co | 51,774 | $3.94M | 0.06% | +18,863+57.3% | Added |
| Consolidated Investment Group LLC | 51,600 | $3.92M | 0.75% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 51,493 | $3.92M | 0.11% | +1,004+2.0% | Added |
| Advisor Partners LLC | 51,317 | $3.90M | 0.27% | +5,613+12.3% | Added |
| Veritable, L.P. | 51,231 | $3.90M | 0.07% | +4,050+8.6% | Added |
| MainStreet Investment Advisors LLC | 51,212 | $3.90M | 0.45% | −3,465−6.3% | Reduced |
| Braun Stacey Associates Inc | 50,926 | $3.87M | 0.22% | −244,655−82.8% | Reduced |
| Clarius Group, LLC | 21,343 | $3.83M | 0.38% | +830+4.0% | Added |
| Allstate Corp | 50,292 | $3.83M | 0.12% | −5,859−10.4% | Reduced |
| Simon Quick Advisors, LLC | 44,173 | $3.81M | 0.50% | +42,709+2,917.3% | Added |
| Prime Capital Investment Advisors, LLC | 49,529 | $3.77M | 0.22% | −7,400−13.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 49,191 | $3.74M | 0.58% | −3,109−5.9% | Reduced |
| Wright Investors Service Inc | 49,141 | $3.74M | 1.07% | +29,439+149.4% | Added |
| Massmutual Trust Co FSB | 48,885 | $3.72M | 0.16% | +4,700+10.6% | Added |
| First Hawaiian Bank | 48,593 | $3.70M | 0.13% | −471−1.0% | Reduced |
| Viking Fund Management LLC | 48,000 | $3.65M | 0.84% | +26,000+118.2% | Added |
| Highland Capital Management, LLC | 47,953 | $3.65M | 0.26% | −187−0.4% | Reduced |
| Aureus Asset Management, LLC | 47,953 | $3.65M | 0.29% | +15,395+47.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 47,811 | $3.64M | 0.33% | +5,968+14.3% | Added |
| SkyOak Wealth, LLC | 47,798 | $3.63M | 1.24% | −754−1.6% | Reduced |
| Donaldson Capital Management, LLC | 47,191 | $3.59M | 0.18% | −2,086−4.2% | Reduced |
| Cetera Advisor Networks LLC | 47,611 | $3.58M | 0.05% | +20,965+78.7% | Added |