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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 46,449 | $3.53M | 0.37% | −1,748−3.6% | Reduced |
| Jupiter Wealth Management LLC | 46,338 | $3.52M | 3.21% | −3,016−6.1% | Reduced |
| Comerica Securities,inc. | 45,958 | $3.50M | 0.26% | +3,843+9.1% | Added |
| Point72 Hong Kong Ltd | 45,922 | $3.49M | 0.23% | +43,911+2,183.5% | Added |
| Sigma Planning Corp | 45,790 | $3.48M | 0.13% | −529−1.1% | Reduced |
| Institutional & Family Asset Management, LLC | 45,641 | $3.47M | 0.61% | +2,536+5.9% | Added |
| Level Four Advisory Services, LLC | 45,507 | $3.46M | 0.33% | +2,160+5.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 45,400 | $3.45M | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 45,377 | $3.45M | 0.06% | −3,463−7.1% | Reduced |
| KCS Wealth Advisory | 45,214 | $3.44M | 1.53% | +1,286+2.9% | Added |
| Los Angeles Capital Management LLC | 44,710 | $3.40M | 0.02% | +7,230+19.3% | Added |
| Stephens Inc | 44,664 | $3.40M | 0.07% | +3,078+7.4% | Added |
| LGT Group Foundation | 44,516 | $3.38M | 0.10% | −7,965−15.2% | Reduced |
| Roanoke Asset Management Corp | 44,448 | $3.38M | 1.52% | +760+1.7% | Added |
| Joel Isaacson & Co., LLC | 44,157 | $3.36M | 0.28% | +32+0.1% | Added |
| Huntington National Bank | 43,807 | $3.33M | 0.04% | +110.0% | Added |
| Phase 2 Partners, LLC | 43,364 | $3.30M | 1.70% | +43,364 | New |
| Mayflower Financial Advisors, LLC | 43,216 | $3.29M | 0.50% | −1,985−4.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 42,565 | $3.24M | 0.14% | −65,733−60.7% | Reduced |
| Regent Investment Management LLC | 42,370 | $3.22M | 0.90% | −500−1.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 42,323 | $3.22M | 0.18% | +1,294+3.2% | Added |
| Cypress Financial Planning LLC | 41,973 | $3.19M | 2.19% | +41,973 | New |
| Hancock Whitney Corp | 41,879 | $3.19M | 0.13% | −612−1.4% | Reduced |
| Patten & Patten Inc | 41,693 | $3.17M | 0.28% | −1,014−2.4% | Reduced |
| Private Wealth Partners, LLC | 41,550 | $3.16M | 0.37% | −7,320−15.0% | Reduced |
| Intact Investment Management Inc. | 41,500 | $3.16M | 0.10% | −4,400−9.6% | Reduced |
| Tradewinds, LLC. | 41,303 | $3.14M | 2.14% | +41,303 | New |
| Tocqueville Asset Management L.P. | 41,201 | $3.13M | 0.06% | −50−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 41,173 | $3.13M | 0.05% | +96+0.2% | Added |
| Synovus Financial Corp | 40,574 | $3.09M | 0.04% | +18,421+83.2% | Added |
| Xcel Wealth Management, LLC | 40,133 | $3.05M | 1.11% | +2,023+5.3% | Added |
| Lee Capital Holdings LLC | 40,000 | $3.04M | 2.47% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 40,000 | $3.04M | 0.65% | 00.0% | Unchanged |
| First Manhattan Co | 39,907 | $3.04M | 0.01% | −82−0.2% | Reduced |
| DCM Advisors, LLC | 39,554 | $3.01M | 1.30% | −9,842−19.9% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 39,560 | $3.01M | 2.50% | −2,200−5.3% | Reduced |
| Mark Stevens | 39,003 | $2.97M | 0.38% | −1,032−2.6% | Reduced |
| Asio Capital, LLC | 38,964 | $2.96M | 0.94% | +2,390+6.5% | Added |
| Lincluden Management Ltd | 38,776 | $2.95M | 0.32% | −1,139−2.9% | Reduced |
| TBH Global Asset Management, LLC | 38,512 | $2.93M | 0.69% | −164−0.4% | Reduced |
| Caption Management, LLC | 38,500 | $2.93M | 0.26% | +8,500+28.3% | Added |
| Siemens Fonds Invest GmbH | 38,342 | $2.92M | 0.31% | −541−1.4% | Reduced |
| United Fire Group Inc | 38,000 | $2.89M | 1.77% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 37,962 | $2.89M | 0.08% | −5,676−13.0% | Reduced |
| Parallel Advisors, LLC | 37,637 | $2.86M | 0.13% | −3,430−8.4% | Reduced |
| Cresset Asset Management, LLC | 39,721 | $2.84M | 0.03% | +3,756+10.4% | Added |
| Agf Investments Inc. | 37,343 | $2.84M | 0.03% | −395,632−91.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 37,125 | $2.82M | 0.03% | −9,908−21.1% | Reduced |
| Moody National Bank Trust Division | 37,050 | $2.82M | 0.30% | −11,752−24.1% | Reduced |
| LGT Fund Management Co Ltd. | 37,000 | $2.81M | 0.41% | −10,000−21.3% | Reduced |
| Pathstone Family Office, LLC | 36,784 | $2.80M | 0.06% | −114−0.3% | Reduced |
| Everence Capital Management Inc | 36,741 | $2.79M | 0.25% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 36,732 | $2.79M | 0.22% | +16,224+79.1% | Added |
| Sculati Wealth Management, LLC | 36,626 | $2.79M | 1.59% | +155+0.4% | Added |
| Geneos Wealth Management Inc. | 36,100 | $2.77M | 0.14% | +2,256+6.7% | Added |
| Assenagon Asset Management S.A. | 36,347 | $2.77M | 0.01% | −1,870−4.9% | Reduced |
| Adell Harriman & Carpenter Inc | 35,993 | $2.74M | 0.34% | +14,480+67.3% | Added |
| K.J. Harrison & Partners Inc | 35,735 | $2.72M | 0.73% | −2,120−5.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 35,376 | $2.69M | 0.24% | −16,124−31.3% | Reduced |
| Greenleaf Trust | 35,151 | $2.67M | 0.04% | +1,530+4.6% | Added |
| HB Wealth Management, LLC | 35,108 | $2.67M | 0.05% | +9,099+35.0% | Added |
| Dynamic Advisor Solutions LLC | 35,027 | $2.66M | 0.20% | +367+1.1% | Added |
| Federated Hermes, Inc. | 34,830 | $2.65M | 0.01% | −957−2.7% | Reduced |
| KCM Investment Advisors LLC | 34,662 | $2.64M | 0.12% | −1,213−3.4% | Reduced |
| Affinity Investment Advisors, LLC | 34,516 | $2.63M | 1.28% | +773+2.3% | Added |
| Wetherby Asset Management Inc | 34,311 | $2.61M | 0.18% | +1,671+5.1% | Added |
| Integrated Advisors Network LLC | 34,093 | $2.59M | 0.17% | +900+2.7% | Added |
| Foster & Motley Inc | 34,043 | $2.59M | 0.23% | −1,302−3.7% | Reduced |
| Mizuho Markets Cayman LP | 34,008 | $2.59M | 0.44% | −22,662−40.0% | Reduced |
| Hunter Associates Investment Management LLC | 33,817 | $2.57M | 0.63% | −5,647−14.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 33,788 | $2.57M | 0.04% | +9,263+37.8% | Added |
| Belpointe Asset Management LLC | 33,421 | $2.54M | 0.17% | −1,434−4.1% | Reduced |
| Alerus Financial NA | 33,401 | $2.54M | 0.23% | +51+0.2% | Added |
| Stock Yards Bank & Trust Co | 33,063 | $2.51M | 0.10% | +27,173+461.3% | Added |
| Lincoln National Corp | 33,287 | $2.51M | 0.06% | +5,162+18.4% | Added |
| Pinnacle Wealth Management Group, Inc. | 32,908 | $2.50M | 2.09% | −300−0.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 32,884 | $2.50M | 0.11% | −402−1.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 32,878 | $2.50M | 0.04% | +5,254+19.0% | Added |
| Raymond James Trust N.A. | 32,719 | $2.49M | 0.09% | −3,372−9.3% | Reduced |
| Bernzott Capital Advisors | 32,595 | $2.48M | 0.27% | +32,595 | New |
| Symmetry Partners, LLC | 32,559 | $2.48M | 0.17% | −733−2.2% | Reduced |
| Atria Wealth Solutions, Inc. | 32,507 | $2.47M | 0.05% | −18,121−35.8% | Reduced |
| Capital International Inc | 32,328 | $2.46M | 0.03% | −295−0.9% | Reduced |
| Community Trust & Investment Co | 32,246 | $2.45M | 0.23% | +1,283+4.1% | Added |
| Coastline Trust Co | 31,546 | $2.40M | 0.36% | +11,791+59.7% | Added |
| Independent Advisor Alliance | 31,506 | $2.40M | 0.13% | −631−2.0% | Reduced |
| Northeast Investment Management | 31,400 | $2.39M | 0.15% | +44+0.1% | Added |
| Vestcor Inc | 31,092 | $2.37M | 0.09% | +9,803+46.0% | Added |
| LMCG Investments, LLC | 31,062 | $2.36M | 0.16% | +31,062 | New |
| Meritage Portfolio Management | 30,879 | $2.35M | 0.18% | +441+1.4% | Added |
| Lipe & Dalton | 30,828 | $2.35M | 1.37% | +20.0% | Added |
| Van Eck Associates Corp | 30,646 | $2.33M | 0.01% | +822+2.8% | Added |
| Ninety One SA (PTY) Ltd | 30,847 | $2.32M | 0.82% | −217,885−87.6% | Reduced |
| Lido Advisors, LLC | 30,441 | $2.31M | 0.05% | −6,051−16.6% | Reduced |
| City Holding Co | 30,303 | $2.30M | 0.43% | +5,483+22.1% | Added |
| Gifford Fong Associates | 30,000 | $2.28M | 0.53% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 29,783 | $2.27M | 0.53% | −31,258−51.2% | Reduced |
| National Asset Management, Inc. | 29,725 | $2.26M | 0.10% | +4,933+19.9% | Added |
| Carret Asset Management, LLC | 29,423 | $2.24M | 0.31% | +645+2.2% | Added |
| AlphaCrest Capital Management LLC | 29,384 | $2.23M | 0.11% | −121,921−80.6% | Reduced |