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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 19,614 | $1.49M | 0.02% | +3,585+22.4% | Added |
| Castleark Management LLC | 19,600 | $1.49M | 0.08% | −19,600−50.0% | Reduced |
| Leavell Investment Management, Inc. | 19,517 | $1.48M | 0.11% | +1,696+9.5% | Added |
| Bowling Portfolio Management LLC | 19,435 | $1.48M | 0.37% | +8,176+72.6% | Added |
| Hightower 6M Holding, LLC | 19,405 | $1.48M | 0.12% | −290−1.5% | Reduced |
| Modera Wealth Management, LLC | 19,347 | $1.47M | 0.07% | +70.0% | Added |
| Pitcairn Co | 19,230 | $1.46M | 0.15% | −1,155−5.7% | Reduced |
| Abbot Financial Management, Inc. | 19,020 | $1.45M | 0.87% | −100−0.5% | Reduced |
| Forum Financial Management, LP | 18,938 | $1.44M | 0.07% | +2,098+12.5% | Added |
| Insight Inv LLC | 18,760 | $1.43M | 1.44% | +740+4.1% | Added |
| CAPROCK Group, Inc. | 18,714 | $1.42M | 0.14% | −2,401−11.4% | Reduced |
| Baader Bank INC | 18,600 | $1.42M | 0.14% | +3,600+24.0% | Added |
| Balasa Dinverno & Foltz LLC | 18,494 | $1.41M | 0.09% | −658−3.4% | Reduced |
| King Luther Capital Management Corp | 16,716 | $1.40M | 0.01% | +5,580+50.1% | Added |
| Veriti Management LLC | 18,091 | $1.38M | 0.19% | −11,238−38.3% | Reduced |
| Institute for Wealth Management, LLC. | 18,078 | $1.38M | 0.27% | −139−0.8% | Reduced |
| Acropolis Investment Management, LLC | 17,946 | $1.36M | 0.13% | −59−0.3% | Reduced |
| Western Wealth Management, LLC | 17,760 | $1.36M | 0.08% | −207−1.2% | Reduced |
| Altman Advisors, Inc. | 16,246 | $1.36M | 0.77% | +16,246 | New |
| Tokio Marine Asset Management Co Ltd | 17,784 | $1.35M | 0.12% | +2,855+19.1% | Added |
| Hoey Investments, Inc | 17,763 | $1.35M | 0.61% | +607+3.5% | Added |
| Essex Investment Management Co LLC | 17,749 | $1.35M | 0.22% | −3,052−14.7% | Reduced |
| Tiemann Investment Advisors, LLC | 17,744 | $1.35M | 0.72% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 17,743 | $1.35M | 1.00% | +25+0.1% | Added |
| McDonald Partners LLC | 17,734 | $1.35M | 0.34% | −178−1.0% | Reduced |
| AIA Group Ltd | 17,600 | $1.34M | 0.07% | +8,177+86.8% | Added |
| Sowell Financial Services LLC | 17,551 | $1.33M | 0.12% | +6,529+59.2% | Added |
| United Capital Financial Advisers, LLC | 17,538 | $1.33M | 0.01% | +625+3.7% | Added |
| Brown Brothers Harriman & Co | 17,527 | $1.33M | 0.01% | +457+2.7% | Added |
| MAI Capital Management | 17,517 | $1.33M | 0.03% | −615−3.4% | Reduced |
| Gries Financial LLC | 17,465 | $1.33M | 0.63% | +5,993+52.2% | Added |
| Trust Investment Advisors | 17,443 | $1.33M | 1.27% | −106−0.6% | Reduced |
| Keebeck Alpha, LP | 17,358 | $1.32M | 0.59% | +723+4.3% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $1.32M | 0.07% | 00.0% | Unchanged |
| Lloyd Park, LLC | 17,200 | $1.31M | 1.37% | +17,200 | New |
| NVWM, LLC | 17,141 | $1.30M | 0.51% | −13,730−44.5% | Reduced |
| Cigna Investments Inc | 16,897 | $1.28M | 0.26% | −7,167−29.8% | Reduced |
| Strategic Advisors LLC | 16,710 | $1.27M | 0.27% | +60.0% | Added |
| Bryn Mawr Trust Co | 16,683 | $1.27M | 0.06% | −670−3.9% | Reduced |
| Allen Investment Management LLC | 16,657 | $1.27M | 0.02% | +1,573+10.4% | Added |
| Altium Wealth Management LLC | 16,640 | $1.27M | 0.09% | +1,289+8.4% | Added |
| Intrust Bank NA | 16,615 | $1.26M | 0.18% | +951+6.1% | Added |
| Cullen/Frost Bankers, Inc. | 16,563 | $1.26M | 0.03% | −510−3.0% | Reduced |
| Meridian Wealth Management, LLC | 16,479 | $1.25M | 0.10% | +966+6.2% | Added |
| Nomura Holdings Inc | 16,762 | $1.22M | 0.01% | −39,255−70.1% | Reduced |
| Diversified Trust Co | 16,031 | $1.22M | 0.05% | +2,022+14.4% | Added |
| Am Investment Strategies LLC | 15,966 | $1.21M | 0.42% | +789+5.2% | Added |
| 1st Source Bank | 15,899 | $1.21M | 0.09% | +1,705+12.0% | Added |
| White Pine Capital LLC | 15,865 | $1.21M | 0.47% | −1,425−8.2% | Reduced |
| Bradley Foster & Sargent Inc | 15,634 | $1.19M | 0.03% | +219+1.4% | Added |
| Duff & Phelps Investment Management Co | 15,611 | $1.19M | 0.01% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 15,456 | $1.18M | 0.38% | −36−0.2% | Reduced |
| ARGI Investment Services, LLC | 15,416 | $1.17M | 0.04% | +1,658+12.1% | Added |
| Vident Investment Advisory, LLC | 15,376 | $1.17M | 0.04% | −394−2.5% | Reduced |
| Kinneret Advisory, LLC | 15,340 | $1.17M | 0.15% | +325+2.2% | Added |
| Mystic Asset Management, Inc. | 15,330 | $1.17M | 0.71% | +295+2.0% | Added |
| South State Corp. | 15,303 | $1.16M | 0.11% | −1,117−6.8% | Reduced |
| Diligent Investors, LLC | 15,274 | $1.16M | 0.40% | +20.0% | Added |
| Conning Inc. | 15,192 | $1.16M | 0.03% | −80−0.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 15,168 | $1.15M | 0.30% | −1,435−8.6% | Reduced |
| Spire Wealth Management | 15,117 | $1.15M | 0.05% | −7,425−32.9% | Reduced |
| Profund Advisors LLC | 15,123 | $1.15M | 0.07% | −4,668−23.6% | Reduced |
| Sequoia Financial Advisors, LLC | 25,810 | $1.15M | 0.03% | −3,946−13.3% | Reduced |
| Financial Counselors Inc | 15,085 | $1.15M | 0.03% | +4,509+42.6% | Added |
| Somerset Trust Co | 14,814 | $1.13M | 0.49% | +493+3.4% | Added |
| Trust Asset Management LLC | 14,803 | $1.13M | 0.16% | +532+3.7% | Added |
| Apollon Wealth Management, LLC | 14,808 | $1.13M | 0.09% | +663+4.7% | Added |
| Marvin & Palmer Associates Inc | 14,777 | $1.12M | 0.58% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.12M | 0.52% | 00.0% | Unchanged |
| JB Capital LLC | 14,640 | $1.11M | 0.12% | +735+5.3% | Added |
| SevenBridge Financial Group, LLC | 14,639 | $1.11M | 0.45% | −164−1.1% | Reduced |
| Northwest & Ethical Investments L.P. | 14,528 | $1.10M | 0.04% | −256−1.7% | Reduced |
| Community Bank, N.A. | 14,456 | $1.10M | 0.16% | +3,825+36.0% | Added |
| Zullo Investment Group, Inc. | 14,366 | $1.09M | 0.68% | −531−3.6% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 14,341 | $1.09M | 0.37% | −1,990−12.2% | Reduced |
| SeaCrest Wealth Management, LLC | 14,322 | $1.09M | 0.14% | +760+5.6% | Added |
| Strategic Investment Advisors | 14,270 | $1.08M | 0.22% | +1,501+11.8% | Added |
| Compton Wealth Advisory Group, LLC | 14,213 | $1.08M | 0.47% | +468+3.4% | Added |
| CoreCap Advisors, LLC | 14,163 | $1.08M | 0.08% | +3,822+37.0% | Added |
| Fund Management at Engine No. 1 LLC | 14,132 | $1.07M | 0.28% | +2,130+17.7% | Added |
| Waterfront Wealth Inc. | 14,077 | $1.07M | 0.43% | +3,908+38.4% | Added |
| Washburn Capital Management, Inc. | 13,925 | $1.06M | 0.91% | +1,110+8.7% | Added |
| S&CO Inc | 13,917 | $1.06M | 0.09% | +20.0% | Added |
| Eidelman Virant Capital | 13,400 | $1.06M | 0.76% | +13,400 | New |
| Citizens Financial Group Inc | 13,613 | $1.03M | 0.04% | −691−4.8% | Reduced |
| Mather Group, LLC. | 13,596 | $1.03M | 0.02% | −182−1.3% | Reduced |
| Lake Street Advisors Group, LLC | 13,546 | $1.03M | 0.07% | +202+1.5% | Added |
| Howland Capital Management LLC | 13,527 | $1.03M | 0.06% | +469+3.6% | Added |
| Excalibur Management Corp | 13,512 | $1.03M | 0.53% | −30−0.2% | Reduced |
| Amica Retiree Medical Trust | 13,517 | $1.03M | 1.17% | 00.0% | Unchanged |
| Systematic Financial Management LP | 13,500 | $1.03M | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 13,416 | $1.02M | 0.31% | 00.0% | Unchanged |
| Wealth Effects LLC | 13,317 | $1.01M | 0.61% | +190+1.4% | Added |
| Boston Partners | 13,297 | $1.01M | 0.00% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 13,293 | $1.01M | 0.54% | +54+0.4% | Added |
| Ballentine Partners, LLC | 13,284 | $1.01M | 0.04% | +566+4.5% | Added |
| Abbrea Capital, LLC | 13,235 | $1.01M | 0.17% | −215−1.6% | Reduced |
| Ironwood Investment Counsel, LLC | 13,221 | $1.00M | 0.28% | +1,407+11.9% | Added |
| Quantinno Capital Management LP | 13,179 | $1.00M | 0.14% | +9,302+239.9% | Added |
| Lavaca Capital LLC | 13,083 | $996.0K | 0.50% | −679−4.9% | Reduced |