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 |
|---|---|---|---|---|---|
| Benchmark Investment Advisors LLC | 13,098 | $996.0K | 1.04% | +4,665+55.3% | Added |
| FourThought Financial, LLC | 13,088 | $995.0K | 0.15% | −369−2.7% | Reduced |
| Golden Green, Inc. | 13,057 | $993.0K | 1.05% | −264−2.0% | Reduced |
| Kesler, Norman & Wride, LLC | 12,984 | $988.0K | 0.27% | −774−5.6% | Reduced |
| Wealthcare Advisory Partners LLC | 12,979 | $987.0K | 0.06% | +61+0.5% | Added |
| CenterStar Asset Management, LLC | – | $981.0K | 1.07% | – | – |
| Fulton Bank, N.A. | 12,889 | $981.0K | 0.05% | +59+0.5% | Added |
| First National Trust Co | 12,807 | $974.0K | 0.05% | −115−0.9% | Reduced |
| Berkshire Asset Management LLC | 12,786 | $973.0K | 0.06% | −30−0.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 12,772 | $971.0K | 0.01% | −245−1.9% | Reduced |
| Long Run Wealth Advisors, LLC | 12,699 | $966.0K | 0.37% | +250+2.0% | Added |
| Atlas Private Wealth Management | 12,639 | $961.0K | 0.66% | −1,308−9.4% | Reduced |
| TLWM | 12,628 | $961.0K | 0.37% | −262−2.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,624 | $961.0K | 0.10% | −190−1.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $958.0K | 0.38% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 12,588 | $957.0K | 0.12% | 00.0% | Unchanged |
| Natixis Investment Managers International | 12,497 | $950.0K | 0.02% | +8,050+181.0% | Added |
| HBK Investments L P | 12,403 | $943.0K | 0.03% | +12,403 | New |
| Legacy Wealth Asset Management, LLC | 12,389 | $942.0K | 0.38% | +85+0.7% | Added |
| Viewpoint Capital Management LLC | 12,285 | $934.0K | 0.88% | −164−1.3% | Reduced |
| Wintrust Investments LLC | 12,205 | $928.0K | 0.11% | +1,636+15.5% | Added |
| First Horizon Advisors, Inc. | 12,215 | $928.0K | 0.03% | +4,974+68.7% | Added |
| Triangle Securities Wealth Management | 12,175 | $926.0K | 0.36% | +250+2.1% | Added |
| Whittier Trust Co | 12,174 | $926.0K | 0.02% | +684+6.0% | Added |
| Salem Investment Counselors Inc | 12,116 | $922.0K | 0.04% | +395+3.4% | Added |
| Davenport & Co LLC | 12,040 | $916.0K | 0.01% | −3,855−24.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,013 | $914.0K | 0.12% | −1,222−9.2% | Reduced |
| Delta Asset Management LLC | 12,016 | $914.0K | 0.10% | −500−4.0% | Reduced |
| Parkside Investments, LLC | 12,000 | $912.0K | 0.19% | −2,400−16.7% | Reduced |
| Horizon Investments, LLC | 12,076 | $910.0K | 0.03% | −106−0.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,803 | $898.0K | 0.10% | +121+1.0% | Added |
| Harbor Investment Advisory, LLC | 11,775 | $896.0K | 0.14% | −371−3.1% | Reduced |
| Quadrant Capital Group LLC | 11,715 | $891.0K | 0.12% | +366+3.2% | Added |
| Childress Capital Advisors, LLC | 11,695 | $890.0K | 0.35% | −65−0.6% | Reduced |
| Foundations Investment Advisors, LLC | 11,734 | $885.0K | 0.04% | +8,228+234.7% | Added |
| Lake Street Financial LLC | 11,582 | $881.0K | 0.19% | +1,321+12.9% | Added |
| Trust Co of Toledo NA | 11,570 | $880.0K | 0.15% | −192−1.6% | Reduced |
| Pacific Global Investment Management CO | 11,527 | $877.0K | 0.21% | −243−2.1% | Reduced |
| Cape Ann Savings Bank | 11,523 | $876.0K | 0.67% | +185+1.6% | Added |
| Intersect Capital LLC | 11,449 | $871.0K | 0.26% | −375−3.2% | Reduced |
| Icon Advisers Inc | 11,400 | $867.0K | 0.20% | −2,100−15.6% | Reduced |
| Ar Asset Management Inc | 11,400 | $867.0K | 0.25% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 11,407 | $867.0K | 0.02% | +11,407 | New |
| Bard Financial Services, Inc. | 11,370 | $864.0K | 0.08% | +2,375+26.4% | Added |
| GFG Capital, LLC | 11,272 | $857.0K | 0.26% | +14+0.1% | Added |
| DRW Securities, LLC | 11,257 | $856.0K | 0.22% | +11,257 | New |
| Donald L. Hagan, LLC | 11,246 | $855.0K | 0.54% | +5,166+85.0% | Added |
| Stableford Capital II LLC | 9,928 | $855.0K | 0.40% | +9,928 | New |
| Lansing Street Advisors | 11,210 | $853.0K | 0.66% | +97+0.9% | Added |
| Chesapeake Wealth Management | 11,225 | $853.0K | 0.36% | +2,684+31.4% | Added |
| Vise Technologies, Inc. | 11,202 | $852.0K | 0.33% | +4,678+71.7% | Added |
| NCM Capital Management, LLC | 11,195 | $851.0K | 0.60% | 00.0% | Unchanged |
| Change Path, LLC | 11,105 | $845.0K | 0.05% | +5,780+108.5% | Added |
| WCG Wealth Advisors LLC | 11,100 | $844.0K | 0.12% | +11,100 | New |
| Lebenthal Global Advisors, LLC | 11,065 | $841.0K | 0.41% | +4,528+69.3% | Added |
| P.A.W. Capital Corp | 11,000 | $837.0K | 1.22% | +1,000+10.0% | Added |
| Old National Bancorp | 10,999 | $836.0K | 0.03% | +10,999 | New |
| B. Riley Wealth Management, Inc. | 10,960 | $834.0K | 0.08% | +4,295+64.4% | Added |
| Wealthspire Advisors, LLC | 10,941 | $832.0K | 0.02% | +3,418+45.4% | Added |
| Precision Wealth Strategies, LLC | 11,065 | $830.0K | 0.65% | +982+9.7% | Added |
| Pallas Capital Advisors LLC | 10,044 | $828.0K | 0.11% | −734−6.8% | Reduced |
| Atlas Private Wealth Advisors | 10,861 | $826.0K | 0.50% | +33+0.3% | Added |
| Calamos Wealth Management LLC | 10,863 | $826.0K | 0.07% | +81+0.8% | Added |
| Muhlenkamp & Co Inc | 10,805 | $822.0K | 0.38% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 10,794 | $821.0K | 0.15% | +1,811+20.2% | Added |
| SRN Advisors, LLC | 10,785 | $820.3K | 0.57% | −1,812−14.4% | Reduced |
| Roberts Capital Advisors, LLC | 10,785 | $820.0K | 1.12% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 10,753 | $818.0K | 0.04% | 00.0% | Unchanged |
| Dakota Wealth Management | 10,713 | $815.0K | 0.08% | −9,654−47.4% | Reduced |
| Vanguard Capital Wealth Advisors | 10,673 | $811.0K | 0.92% | −802−7.0% | Reduced |
| J.W. Cole Advisors, Inc. | 10,661 | $811.0K | 0.06% | +146+1.4% | Added |
| TrimTabs Asset Management, LLC | 10,656 | $810.0K | 0.50% | −4,652−30.4% | Reduced |
| Silvercrest Asset Management Group LLC | 10,602 | $806.0K | 0.01% | −1,599−13.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 10,542 | $802.0K | 0.13% | −428−3.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,500 | $799.0K | 0.00% | +10,500 | New |
| Levin Capital Strategies, L.P. | 10,500 | $799.0K | 0.10% | +10,500 | New |
| Red Cedar Investment Management, LLC | 10,480 | $797.0K | 0.13% | −4,636−30.7% | Reduced |
| Brighton Jones LLC | 10,422 | $793.0K | 0.05% | −108−1.0% | Reduced |
| Parcion Private Wealth LLC | 9,538 | $785.0K | 0.08% | +136+1.4% | Added |
| Voya Financial Advisors, Inc. | 10,041 | $785.0K | 0.10% | +2,732+37.4% | Added |
| New England Research & Management, Inc. | 10,242 | $779.0K | 0.45% | −14,751−59.0% | Reduced |
| Central Bank & Trust Co | 10,173 | $774.0K | 0.16% | −54,627−84.3% | Reduced |
| Allworth Financial LP | 10,112 | $769.0K | 0.01% | −76−0.7% | Reduced |
| Berkeley Capital Partners, LLC | 10,101 | $768.0K | 0.32% | +2,238+28.5% | Added |
| Caerus Investment Advisors, LLC | 10,079 | $767.0K | 0.93% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 10,091 | $767.0K | 0.11% | +1,851+22.5% | Added |
| Retirement Planning Co of New England, Inc. | 10,077 | $766.0K | 0.52% | −306−2.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 10,047 | $764.0K | 0.28% | +18+0.2% | Added |
| Sawtooth Solutions, LLC | 10,039 | $764.0K | 0.10% | +2,367+30.9% | Added |
| Gotham Asset Management, LLC | 10,030 | $763.0K | 0.02% | −2,365−19.1% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $761.0K | 0.02% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 10,000 | $761.0K | 0.19% | 00.0% | Unchanged |
| Brookstone Capital Management | 9,904 | $760.0K | 0.02% | −1,451−12.8% | Reduced |
| Zeke Capital Advisors, LLC | 9,992 | $760.0K | 0.05% | −80−0.8% | Reduced |
| Warther Private Wealth, LLC | 9,891 | $759.0K | 0.56% | +851+9.4% | Added |
| Trexquant Investment LP | 9,969 | $758.0K | 0.03% | −58,311−85.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 9,954 | $757.0K | 0.29% | −200−2.0% | Reduced |
| Venturi Wealth Management, LLC | 9,829 | $748.0K | 0.07% | +88+0.9% | Added |
| Magnus Financial Group LLC | 9,768 | $743.0K | 0.14% | +972+11.1% | Added |
| Circle Wealth Management, LLC | 9,717 | $739.0K | 0.12% | −24−0.2% | Reduced |