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 |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 29,288 | $2.23M | 0.28% | +1,530+5.5% | Added |
| Occidental Asset Management, LLC | 29,163 | $2.22M | 0.66% | +91+0.3% | Added |
| Redpoint Investment Management Pty Ltd | 28,969 | $2.20M | 0.26% | −3,789−11.6% | Reduced |
| Palisade Asset Management, LLC | 28,932 | $2.20M | 0.28% | −24−0.1% | Reduced |
| Altrafin AG | 28,827 | $2.19M | 1.18% | +13,044+82.6% | Added |
| IPG Investment Advisors LLC | 28,775 | $2.19M | 0.55% | +5,000+21.0% | Added |
| Venture Visionary Partners LLC | 28,597 | $2.18M | 0.17% | +422+1.5% | Added |
| Desjardins Global Asset Management Inc. | 28,517 | $2.17M | 0.28% | −21,579−43.1% | Reduced |
| Granger Management LLC | 28,492 | $2.17M | 0.73% | +14,605+105.2% | Added |
| Park Avenue Securities LLC | 28,270 | $2.15M | 0.04% | +124+0.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 28,204 | $2.15M | 0.03% | −111−0.4% | Reduced |
| Phoenix Holdings Ltd. | 27,606 | $2.11M | 0.04% | +11,396+70.3% | Added |
| Union Heritage Capital, LLC | 27,747 | $2.11M | 1.36% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 31,864 | $2.10M | 0.15% | +2,238+7.6% | Added |
| Kestra Private Wealth Services, LLC | 27,412 | $2.08M | 0.12% | −2,636−8.8% | Reduced |
| Freedom Day Solutions, LLC | 27,155 | $2.06M | 1.04% | −321−1.2% | Reduced |
| Dimension Capital Management LLC | 27,117 | $2.06M | 0.46% | −40−0.1% | Reduced |
| Beacon Pointe Advisors, LLC | 27,007 | $2.06M | 0.04% | −8,734−24.4% | Reduced |
| Ritholtz Wealth Management | 26,859 | $2.04M | 0.13% | +955+3.7% | Added |
| InterOcean Capital Group, LLC | 26,666 | $2.03M | 0.08% | +11,979+81.6% | Added |
| Dynamic Technology Lab Private Ltd | 26,460 | $2.01M | 0.23% | −227−0.9% | Reduced |
| Heron Financial Group, LLC | 26,448 | $2.01M | 1.22% | +410+1.6% | Added |
| Linscomb & Williams, Inc. | 26,369 | $2.01M | 0.12% | +9,592+57.2% | Added |
| Culbertson A N & Co Inc | 26,305 | $2.00M | 0.43% | −500−1.9% | Reduced |
| Brasada Capital Management, LP | 26,111 | $1.99M | 0.45% | +7,945+43.7% | Added |
| Great Diamond Partners, LLC | 25,922 | $1.97M | 0.66% | −811−3.0% | Reduced |
| Caldwell Trust Co | 25,841 | $1.97M | 0.27% | +94+0.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 25,767 | $1.96M | 0.66% | +5,445+26.8% | Added |
| Axxcess Wealth Management, LLC | 25,660 | $1.95M | 0.19% | +812+3.3% | Added |
| TCG Advisory Services, LLC | 25,634 | $1.95M | 0.61% | +4,861+23.4% | Added |
| Pacer Advisors, Inc. | 25,568 | $1.95M | 0.01% | −73,284−74.1% | Reduced |
| HCR Wealth Advisors | 25,541 | $1.94M | 0.39% | −1,007−3.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 25,370 | $1.93M | 0.11% | +1,380+5.8% | Added |
| Sumitomo Life Insurance Co | 25,304 | $1.93M | 0.05% | +464+1.9% | Added |
| Stolper Co | 25,227 | $1.92M | 0.90% | +1,387+5.8% | Added |
| Signaturefd, LLC | 24,904 | $1.89M | 0.06% | +1,149+4.8% | Added |
| HAP Trading, LLC | 24,812 | $1.89M | 0.24% | +24,812 | New |
| Texas Yale Capital Corp. | 24,655 | $1.88M | 0.12% | +350+1.4% | Added |
| Greenwich Wealth Management LLC | 24,635 | $1.87M | 0.25% | −488−1.9% | Reduced |
| Virtu Financial LLC | 24,634 | $1.87M | 0.16% | +24,634 | New |
| Clear Street Markets LLC | 24,625 | $1.87M | 0.63% | +1,845+8.1% | Added |
| L2 Asset Management, LLC | 24,615 | $1.87M | 1.36% | +19,775+408.6% | Added |
| Koshinski Asset Management, Inc. | 24,341 | $1.85M | 0.18% | −90−0.4% | Reduced |
| Hudson Canyon Capital Management | 24,289 | $1.85M | 1.78% | +239+1.0% | Added |
| Cerity Partners LLC | 24,112 | $1.83M | 0.02% | +6,007+33.2% | Added |
| Equitable Trust Co | 24,064 | $1.83M | 0.14% | −4,464−15.6% | Reduced |
| FORA Capital, LLC | 23,809 | $1.81M | 0.36% | +23,809 | New |
| Centaurus Financial, Inc. | 23,772 | $1.81M | 0.18% | −63−0.3% | Reduced |
| Arcus Capital Partners, LLC | 23,691 | $1.80M | 0.79% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 23,580 | $1.79M | 0.10% | +3,232+15.9% | Added |
| KMG Fiduciary Partners, LLC | 23,564 | $1.79M | 0.33% | −2,245−8.7% | Reduced |
| Advisory Services Network, LLC | 23,553 | $1.79M | 0.06% | −1,521−6.1% | Reduced |
| AdvisorNet Financial, Inc | 23,501 | $1.79M | 0.18% | +10,271+77.6% | Added |
| Integrated Wealth Concepts LLC | 23,223 | $1.77M | 0.05% | −1,621−6.5% | Reduced |
| Jackson Wealth Management, LLC | 23,170 | $1.76M | 0.82% | −31,593−57.7% | Reduced |
| TCTC Holdings, LLC | 23,090 | $1.76M | 0.08% | 00.0% | Unchanged |
| Regions Financial Corp | 23,060 | $1.75M | 0.02% | −820−3.4% | Reduced |
| Snowden Capital Advisors LLC | 23,065 | $1.75M | 0.08% | −424−1.8% | Reduced |
| Morse Asset Management, Inc | 22,963 | $1.75M | 0.56% | −9,990−30.3% | Reduced |
| Bank of New Hampshire | 22,735 | $1.73M | 0.50% | −1,578−6.5% | Reduced |
| Griffin Asset Management, Inc. | 22,503 | $1.71M | 0.27% | −212−0.9% | Reduced |
| HighPoint Advisor Group LLC | 22,573 | $1.70M | 0.19% | +22,573 | New |
| Checchi Capital Advisers, LLC | 20,187 | $1.70M | 0.17% | +5,678+39.1% | Added |
| Caas Capital Management LP | 22,157 | $1.69M | 0.23% | +22,157 | New |
| Ascent Wealth Partners, LLC | 21,991 | $1.68M | 0.38% | +3,290+17.6% | Added |
| Cacti Asset Management LLC | 22,000 | $1.67M | 0.16% | 00.0% | Unchanged |
| Goodwin Daniel L | 22,000 | $1.67M | 0.92% | 00.0% | Unchanged |
| Arrow Financial Corp | 21,970 | $1.67M | 0.23% | −1,275−5.5% | Reduced |
| Courier Capital LLC | 21,916 | $1.67M | 0.20% | +476+2.2% | Added |
| Northeast Financial Consultants Inc | 21,874 | $1.66M | 0.12% | +383+1.8% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.66M | 0.08% | −9,600−30.6% | Reduced |
| Savant Capital, LLC | 21,723 | $1.65M | 0.05% | −253−1.2% | Reduced |
| Alaethes Wealth LLC | 21,583 | $1.64M | 1.22% | +1,480+7.4% | Added |
| Capital International Ltd | 21,510 | $1.64M | 0.12% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 21,433 | $1.63M | 0.56% | −622−2.8% | Reduced |
| Argus Investors' Counsel, Inc. | 21,420 | $1.63M | 1.20% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 21,255 | $1.62M | 0.05% | +1,415+7.1% | Added |
| Capital Investment Counsel, Inc | 21,220 | $1.61M | 0.40% | +20.0% | Added |
| Deltec Asset Management LLC | 21,000 | $1.60M | 0.37% | −15,300−42.1% | Reduced |
| Opus Investment Management Inc | 21,000 | $1.60M | 0.35% | +6,000+40.0% | Added |
| Procyon Private Wealth Partners, LLC | 20,955 | $1.59M | 0.35% | +276+1.3% | Added |
| Stratos Wealth Partners, LTD. | 20,821 | $1.58M | 0.04% | +708+3.5% | Added |
| Westwood Holdings Group Inc. | 20,811 | $1.58M | 0.02% | +193+0.9% | Added |
| Charles Carroll Financial Partners, LLC | 20,778 | $1.58M | 2.06% | −1,500−6.7% | Reduced |
| Chemung Canal Trust Co | 20,731 | $1.58M | 0.36% | −656−3.1% | Reduced |
| Convergence Investment Partners, LLC | 20,657 | $1.57M | 0.95% | +40.0% | Added |
| Merit Financial Group, LLC | 20,438 | $1.55M | 0.05% | +17,759+662.9% | Added |
| Metis Global Partners, LLC | 20,430 | $1.55M | 0.25% | −1,674−7.6% | Reduced |
| Cumberland Partners Ltd | 20,338 | $1.55M | 0.15% | −27,902−57.8% | Reduced |
| Prudent Man Advisors, LLC | 20,323 | $1.55M | 0.72% | −105−0.5% | Reduced |
| We Are One Seven, LLC | 20,317 | $1.54M | 0.21% | −1,932−8.7% | Reduced |
| YorkBridge Wealth Partners, LLC | 20,250 | $1.54M | 0.40% | −444−2.1% | Reduced |
| Longfellow Investment Management Co LLC | 20,186 | $1.54M | 0.33% | +5,064+33.5% | Added |
| Lazard Asset Management LLC | 20,180 | $1.53M | 0.00% | +1,148+6.0% | Added |
| UBP Investment Advisors SA | 20,150 | $1.53M | 0.61% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 20,052 | $1.52M | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 20,011 | $1.52M | 0.16% | +5,581+38.7% | Added |
| Cunning Capital Partners, LP | 19,870 | $1.51M | 1.17% | +19,870 | New |
| Toroso Investments, LLC | 19,732 | $1.50M | 0.05% | −1,403−6.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 19,646 | $1.49M | 0.03% | −242−1.2% | Reduced |