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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; 2,745 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

Q3 2022 vs. Q2 2022

How the institutions holding Morgan Stanley changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of MS: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders1,607231,586+2
Shares1.44B409.5K1.43B−14.2M (−1.0%)
Value$109.6B$31.1M$112.7B+$3.12B (+2.8%)

23 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (108)

Institutions that held Morgan Stanley at the end of Q3 2022 but not at the end of Q2 2022.

Showing the largest 100 of 108 by value.

Institutions new to MS in Q3 2022
InstitutionSharesValue% of portfolio
Teachers Retirement System of the State of Kentucky612,883$48.4M0.57%
Ergoteles LLC525,381$41.5M1.46%
Alyeska Investment Group, L.P.379,160$30.0M0.35%
Walleye Capital LLC173,730$13.7M0.31%
Czech National Bank155,594$12.3M0.35%
Fullerton Fund Management Co Ltd.133,642$10.6M0.79%
Squarepoint Ops LLC112,189$8.86M0.08%
Virginia Retirement Systems Et Al67,200$5.31M0.06%
Aptus Capital Advisors, LLC60,752$4.80M0.15%
Advisor Partners II, LLC54,598$4.31M0.33%
Power Corp of Canada43,731$3.46M0.51%
Y-Intercept (Hong Kong) Ltd39,920$3.15M0.32%
Cramer Rosenthal McGlynn LLC38,565$3.05M0.15%
Mirabella Financial Services LLP35,330$2.82M0.29%
Quantitative Investment Management, LLC31,196$2.46M0.41%
Next Level Private LLC26,248$2.18M1.92%
Carroll Investors, Inc27,375$2.17M1.75%
Centiva Capital, LP25,623$2.02M0.15%
Copperwynd Financial, LLC24,388$1.93M1.11%
Ameliora Wealth Management Ltd.21,150$1.62M0.88%
United Asset Strategies, Inc.20,428$1.61M0.25%
Seven Eight Capital, LP20,044$1.58M0.32%
Redwood Investment Management, LLC18,948$1.50M0.31%
Two Sigma Securities, LLC18,377$1.45M0.21%
Two Sigma Investments, LP17,947$1.42M0.00%
IMC-Chicago, LLC17,836$1.41M0.13%
Wipfli Financial Advisors LLC,17,760$1.40M0.10%
PGGM Investments17,737$1.40M0.02%
Oak Asset Management, LLC16,953$1.34M0.65%
Bedell Frazier Investment Counseling, LLC16,353$1.29M0.36%
XTX Topco Ltd15,763$1.25M0.31%
Ashburton (Jersey) Ltd14,822$1.17M0.70%
Aigen Investment Management, LP12,299$972.0K0.14%
Helios Capital Management Pte. Ltd11,300$893.0K1.71%
Diametric Capital, LP10,761$850.0K0.43%
CTC Capital Management, LLC9,500$751.0K0.62%
Garner Asset Management Corp9,283$734.0K0.39%
Asset Dedication, LLC9,288$731.0K0.08%
Woodmont Investment Counsel LLC8,104$640.0K0.08%
Blueshift Asset Management, LLC7,914$625.0K0.13%
Alpha DNA Investment Management LLC7,770$613.0K0.53%
Resurgent Financial Advisors LLC7,629$603.0K0.42%
Royal Fund Management, LLC7,110$561.0K0.10%
Prelude Capital Management, LLC5,511$435.0K0.02%
HighTower Trust Services, LTA5,341$422.0K0.05%
Churchill Management Corp5,000$395.0K0.01%
Roosevelt Investment Group LLC4,621$365.0K0.03%
Investment Partners, Ltd.4,342$343.0K0.10%
DF Dent & Co Inc4,325$342.0K0.01%
Measured Wealth Private Client Group, LLC4,208$332.0K0.15%
Alera Investment Advisors, LLC4,153$329.0K0.09%
Peak Planning Group, LLC4,149$327.8K0.30%
Keeley-Teton Advisors, LLC4,117$325.0K0.04%
Capital Asset Advisory Services LLC3,888$307.0K0.04%
DRW Securities, L.L.C.3,855$305.0K0.10%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,805$301.0K0.09%
BBR Partners, LLC3,802$300.0K0.04%
Blueprint Investment Partners LLC3,710$293.0K0.08%
LMR Partners LLP3,602$285.0K0.01%
Alta Advisers Ltd3,600$284.0K0.18%
Associated Banc-Corp3,594$283.0K0.01%
Manchester Financial Inc3,583$283.0K0.08%
SlateStone Wealth, LLC3,423$270.0K0.07%
United Bank3,404$269.0K0.04%
Hartford Funds Management Co LLC3,323$263.0K0.03%
Shilanski & Associates, Inc.3,181$251.0K0.09%
Nwam LLC2,965$234.0K0.02%
Apriem Advisors2,936$232.0K0.04%
Smallwood Wealth Investment Management, LLC2,878$227.0K0.20%
Journey Strategic Wealth LLC2,837$225.0K0.03%
Forte Capital LLC2,814$222.0K0.04%
First Affirmative Financial Network2,786$220.0K0.28%
Lion Street Advisors, LLC2,776$219.0K0.11%
MBL Wealth, LLC2,762$218.0K0.05%
Doheny Asset Management2,726$215.0K0.22%
Ropes Wealth Advisors LLC2,649$209.0K0.04%
Segall Bryant & Hamill, LLC2,605$207.0K0.00%
Covenant Asset Management, LLC2,622$207.0K0.08%
Alpha Family Trust2,585$204.0K0.15%
Summit Global Investments2,568$203.0K0.02%
Kingfisher Capital LLC2,545$201.0K0.06%
Allen Mooney & Barnes Investment Advisors LLC2,540$200.7K0.05%
Icon Wealth Advisors, LLC2,329$184.0K0.02%
Journey Advisory Group, LLC2,300$182.0K0.05%
Old North State Trust, LLC2,147$170.0K0.15%
Neo Ivy Capital Management1,510$119.0K0.31%
JTC Employer Solutions Trusteee Ltd1,500$119.0K0.02%
Rock Creek Group, LP781$62.0K0.01%
Standard Family Office LLC700$55.0K0.02%
Almanack Investment Partners, LLC.658$52.0K0.01%
Paragon Wealth Strategies, LLC629$50.0K0.05%
PFS Partners, LLC500$39.5K0.04%
SJS Investment Consulting Inc.342$27.0K0.01%
Abound Wealth Management303$23.9K0.01%
Alpha Paradigm Partners, LLC275$22.0K0.01%
Barrett & Company, Inc.200$17.0K0.01%
Cary Street Partners Asset Management LLC199$16.0K0.00%
Exos TFP Holdings LLC134$11.0K0.01%
Legend Financial Advisors, Inc.87$6.87K0.01%
Tradewinds Capital Management, LLC76$6.00K0.00%

Sold out (106)

Institutions that held Morgan Stanley at the end of Q2 2022 and filed for Q3 2022 without it.

Showing the largest 100 of 106 by value.

Institutions that sold out of MS in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Ontario Teachers Pension Plan Board5,057,620$384.7M
Tesco Pension Investment Ltd533,976$40.6M
Voleon Capital Management LP500,000$38.0M
Voloridge Investment Management, LLC436,308$33.2M
Bridgewater Associates, LP365,090$27.8M
Worldquant Millennium Advisors LLC341,843$26.0M
Liontrust Investment Partners LLP177,000$13.5M
ExodusPoint Capital Management, LP159,117$12.1M
Prana Capital Management, LP132,703$10.1M
PEAK6 Investments LLC120,065$9.73M
Stamos Capital Partners, L.P.115,890$8.81M
Maryland State Retirement & Pension System98,319$7.48M
Easterly Investment Partners LLC70,176$5.34M
Group One Trading, L.P.69,543$5.29M
Tudor Investment Corp Et Al64,596$4.91M
Benson Investment Management Company, Inc.56,696$4.29M
BW Gestao de Investimentos Ltda.56,182$4.27M
Impax Asset Management Group plc54,720$4.16M
Phase 2 Partners, LLC43,364$3.30M
Lee Capital Holdings LLC40,000$3.04M
LGT Fund Management Co Ltd.37,000$2.81M
Ninety One SA (PTY) Ltd30,847$2.32M
Dynamic Technology Lab Private Ltd26,460$2.01M
FORA Capital, LLC23,809$1.81M
Caas Capital Management LP22,157$1.69M
Longfellow Investment Management Co LLC20,186$1.54M
Clarkston Capital Partners, LLC20,052$1.52M
Hightower 6M Holding, LLC19,405$1.48M
AIA Group Ltd17,600$1.34M
JB Capital LLC14,640$1.11M
CenterStar Asset Management, LLC–$981.0K
Natixis Investment Managers International12,497$950.0K
HBK Investments L P12,403$943.0K
Legacy Wealth Asset Management, LLC12,389$942.0K
Icon Advisers Inc11,400$867.0K
Muhlenkamp & Co Inc10,805$822.0K
Levin Capital Strategies, L.P.10,500$799.0K
Trexquant Investment LP9,969$758.0K
EP Wealth Advisors, LLC8,995$684.0K
Baker Avenue Asset Management, LP8,279$630.0K
Bridgefront Capital, LLC8,080$615.0K
Resource Consulting Group Inc7,356$559.0K
Virginia National Bank6,850$521.0K
Quantamental Technologies LLC6,790$516.0K
GraniteShares Advisors LLC6,703$509.0K
J. W. Coons Advisors, LLC6,311$480.0K
Gsa Capital Partners LLP6,184$470.0K
Camden Capital, LLC5,671$431.0K
Jupiter Asset Management Ltd5,200$396.0K
Barings LLC4,928$374.0K
Spouting Rock Asset Management, LLC4,805$365.0K
Chelsea Counsel Co4,776$363.0K
OneAscent Financial Services LLC4,571$348.0K
Advisor Resource Council4,398$335.0K
Alpha Cubed Investments, LLC4,360$332.0K
Enlightenment Research, LLC4,162$317.0K
OneAscent Wealth Management LLC4,083$311.0K
Sage Mountain Advisors LLC4,037$307.0K
Tanager Wealth Management LLP3,945$300.0K
Cantor Fitzgerald, L. P.3,800$289.0K
Drive Wealth Management, LLC3,760$286.0K
Howard Financial Services, Ltd.3,220$245.0K
Delphia (USA) Inc.3,112$237.0K
River Wealth Advisors LLC2,940$224.0K
Fortune 45 LLC2,955$224.0K
Bluefin Capital Management, LLC2,840$222.0K
JT Stratford LLC2,867$218.0K
Vigilare Wealth Management2,870$218.0K
Canvas Wealth Advisors, LLC2,851$217.0K
Mayfair Advisory Group, LLC2,517$212.0K
Chicago Partners Investment Group LLC2,435$205.0K
Weatherly Asset Management L. P.2,684$204.0K
Windsor Group LTD2,683$202.0K
N.E.W. Advisory Services LLC2,641$201.0K
Graves-Light Private Wealth Management, Inc.1,658$126.0K
Vectors Research Management, LLC1,503$114.0K
Godsey & Gibb Associates1,436$109.0K
Jefferies Group LLC1,388$105.6K
Parallax Volatility Advisers, L.P.1,326$101.0K
Fairfield, Bush & Co.1,240$94.0K
Total Clarity Wealth Management, Inc.1,202$91.0K
First Command Bank567$43.0K
First Command Financial Services, Inc.567$43.0K
Ghe, LLC480$42.0K
AGF Investments LLC537$41.0K
Marshall & Sullivan Inc500$38.0K
Denali Advisors LLC500$38.0K
Miller Wealth Advisors, LLC455$35.0K
Better Money Decisions, LLC427$32.0K
Siena Capital LLC408$31.0K
AlphaMark Advisors, LLC400$30.0K
Halpern Financial, Inc.300$22.8K
Charter Oak Capital Management, LLC279$21.0K
WFA of San Diego, LLC200$15.0K
Ahrens Investment Partners LLC190$14.0K
Steward Financial Group LLC144$10.0K
Tfo-TDC, LLC113$9.00K
Sageworth Trust Co of South Dakota53$4.00K
First Bank & Trust30$2.00K
Joseph P. Lucia & Associates, LLC29$2.00K

Not filed for Q3 2022 yet (23)

Institutions that held Morgan Stanley at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MS in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
TPI Fund Managers Ltd188,705$14.4M
Coldstream Capital Management Inc59,192$4.50M
Advisor Partners LLC51,317$3.90M
HighPoint Advisor Group LLC22,573$1.70M
Altium Wealth Management LLC16,640$1.27M
Intersect Capital LLC11,449$871.0K
DRW Securities, LLC11,257$856.0K
B. Riley Wealth Management, Inc.10,960$834.0K
US Asset Management LLC6,231$474.0K
Private Capital Group, LLC5,159$392.0K
Ern LLC5,000$380.0K
Swarthmore Group Inc4,593$349.0K
HYA Advisors, Inc3,757$286.0K
Pinnacle Private Wealth, LLC3,253$247.0K
Quadrant Private Wealth Management, LLC3,019$230.0K
Cordasco Financial Network2,702$206.0K
Fieldpoint Private Securities, LLC1,835$140.0K
Brewin Dolphin Wealth Management Ltd800$61.0K
Brewin Dolphin Ltd602$46.0K
HC Financial Advisors Inc285$22.0K
Enterprise Trust & Investment Co113$9.00K
Corbenic Partners LLC28$2.00K
Exane Derivatives1$76