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, Q3 2022
Institutional positions in Morgan Stanley as of Sep 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
- 1,586
- +2 vs. Q2 2022
- Shares held
- 1.43B
- −14.2M (−1.0%) vs. Q2 2022
- Total value
- $112.7B
- +$3.12B (+2.8%) vs. Q2 2022
- New holders
- 108
- 637 more added
- Sold out
- 106
- 609 more reduced
23 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 19,629 | $1.55M | 0.38% | −1,326−6.3% | Reduced |
| Westwood Holdings Group Inc. | 19,814 | $1.57M | 0.02% | −997−4.8% | Reduced |
| Cunning Capital Partners, LP | 19,870 | $1.57M | 1.24% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 20,044 | $1.58M | 0.32% | +20,044 | New |
| Belpointe Asset Management LLC | 20,060 | $1.58M | 0.11% | −13,361−40.0% | Reduced |
| UBP Investment Advisors SA | 20,150 | $1.59M | 0.82% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 20,140 | $1.59M | 0.17% | −198−1.0% | Reduced |
| Baldwin Investment Management, LLC | 20,180 | $1.59M | 0.62% | −1,253−5.8% | Reduced |
| Apollon Wealth Management, LLC | 20,178 | $1.59M | 0.13% | +5,370+36.3% | Added |
| YorkBridge Wealth Partners, LLC | 20,250 | $1.60M | 0.41% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 20,428 | $1.61M | 0.25% | +20,428 | New |
| Toroso Investments, LLC | 20,446 | $1.61M | 0.07% | +714+3.6% | Added |
| Brown Brothers Harriman & Co | 20,472 | $1.62M | 0.02% | +2,945+16.8% | Added |
| Ameliora Wealth Management Ltd. | 21,150 | $1.62M | 0.88% | +21,150 | New |
| Convergence Investment Partners, LLC | 20,570 | $1.63M | 1.06% | −87−0.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 20,597 | $1.63M | 0.04% | +951+4.8% | Added |
| Gries Financial LLC | 20,616 | $1.63M | 0.69% | +3,151+18.0% | Added |
| Ascent Wealth Partners, LLC | 20,635 | $1.63M | 0.39% | −1,356−6.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 20,798 | $1.64M | 0.19% | +787+3.9% | Added |
| Opus Investment Management Inc | 21,000 | $1.66M | 0.39% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 21,000 | $1.66M | 0.41% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 21,063 | $1.66M | 0.05% | +242+1.2% | Added |
| Prudent Man Advisors, LLC | 21,088 | $1.67M | 0.79% | +765+3.8% | Added |
| Savant Capital, LLC | 21,155 | $1.67M | 0.05% | −568−2.6% | Reduced |
| Neville Rodie & Shaw Inc | 21,430 | $1.69M | 0.17% | −30,440−58.7% | Reduced |
| Courier Capital LLC | 21,472 | $1.70M | 0.21% | −444−2.0% | Reduced |
| Balasa Dinverno & Foltz LLC | 21,578 | $1.71M | 0.11% | +3,084+16.7% | Added |
| Capital Investment Counsel, Inc | 21,645 | $1.71M | 0.50% | +425+2.0% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.72M | 0.09% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 21,816 | $1.72M | 0.08% | −1,249−5.4% | Reduced |
| Leavell Investment Management, Inc. | 21,886 | $1.73M | 0.14% | +2,369+12.1% | Added |
| Clarius Group, LLC | 21,912 | $1.73M | 0.17% | +569+2.7% | Added |
| Arrow Financial Corp | 21,970 | $1.74M | 0.25% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 21,967 | $1.74M | 0.13% | +93+0.4% | Added |
| Goodwin Daniel L | 22,000 | $1.74M | 1.00% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 22,000 | $1.74M | 0.18% | 00.0% | Unchanged |
| We Are One Seven, LLC | 20,212 | $1.75M | 0.17% | −105−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 22,263 | $1.76M | 0.10% | −3,107−12.2% | Reduced |
| Bank of New Hampshire | 22,354 | $1.77M | 0.55% | −381−1.7% | Reduced |
| Verition Fund Management LLC | 22,365 | $1.77M | 0.02% | −83,622−78.9% | Reduced |
| Alaethes Wealth LLC | 22,390 | $1.77M | 1.30% | +807+3.7% | Added |
| Regions Financial Corp | 22,398 | $1.77M | 0.02% | −662−2.9% | Reduced |
| Capital Investment Advisors, LLC | 22,500 | $1.78M | 0.06% | +1,245+5.9% | Added |
| Sumitomo Life Insurance Co | 22,581 | $1.78M | 0.08% | −2,723−10.8% | Reduced |
| 55I, LLC | 23,016 | $1.82M | 0.05% | +17,443+313.0% | Added |
| TCTC Holdings, LLC | 23,090 | $1.82M | 0.08% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 23,093 | $1.82M | 0.03% | +3,479+17.7% | Added |
| Hudson Canyon Capital Management | 23,100 | $1.83M | 1.81% | −1,189−4.9% | Reduced |
| Griffin Asset Management, Inc. | 23,109 | $1.83M | 0.30% | +606+2.7% | Added |
| Baader Bank INC | 23,450 | $1.85M | 0.16% | +4,850+26.1% | Added |
| Arcus Capital Partners, LLC | 23,538 | $1.86M | 0.78% | −153−0.6% | Reduced |
| Equitable Trust Co | 23,725 | $1.87M | 0.16% | −339−1.4% | Reduced |
| Advisory Services Network, LLC | 23,819 | $1.88M | 0.07% | +266+1.1% | Added |
| KMG Fiduciary Partners, LLC | 24,021 | $1.90M | 0.37% | +457+1.9% | Added |
| Desjardins Global Asset Management Inc. | 24,098 | $1.90M | 0.24% | −4,419−15.5% | Reduced |
| Integrated Wealth Concepts LLC | 24,142 | $1.91M | 0.06% | +919+4.0% | Added |
| Koshinski Asset Management, Inc. | 24,200 | $1.91M | 0.23% | −141−0.6% | Reduced |
| Cerity Partners LLC | 24,183 | $1.91M | 0.02% | +71+0.3% | Added |
| Copperwynd Financial, LLC | 24,388 | $1.93M | 1.11% | +24,388 | New |
| AlphaCrest Capital Management LLC | 24,726 | $1.95M | 0.12% | −4,658−15.9% | Reduced |
| Clear Street Markets LLC | 24,779 | $1.96M | 0.37% | +154+0.6% | Added |
| Texas Yale Capital Corp. | 24,893 | $1.97M | 0.13% | +238+1.0% | Added |
| Cresset Asset Management, LLC | 24,967 | $1.97M | 0.02% | −14,754−37.1% | Reduced |
| Greenwich Wealth Management LLC | 24,971 | $1.97M | 0.21% | +336+1.4% | Added |
| HCR Wealth Advisors | 25,240 | $1.99M | 0.42% | −301−1.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 25,618 | $2.02M | 0.10% | −7,266−22.1% | Reduced |
| Centiva Capital, LP | 25,623 | $2.02M | 0.15% | +25,623 | New |
| Pacer Advisors, Inc. | 25,738 | $2.03M | 0.01% | +170+0.7% | Added |
| Morse Asset Management, Inc | 26,113 | $2.06M | 0.78% | +3,150+13.7% | Added |
| Culbertson A N & Co Inc | 26,145 | $2.06M | 0.48% | −160−0.6% | Reduced |
| L2 Asset Management, LLC | 26,221 | $2.07M | 1.54% | +1,606+6.5% | Added |
| Caldwell Trust Co | 26,234 | $2.07M | 0.31% | +393+1.5% | Added |
| Sepio Capital, LP | 26,241 | $2.07M | 0.21% | +22,365+577.0% | Added |
| Meeder Asset Management Inc | 26,388 | $2.08M | 0.12% | +2,808+11.9% | Added |
| Freedom Day Solutions, LLC | 26,421 | $2.09M | 1.13% | −734−2.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 26,524 | $2.10M | 0.75% | +757+2.9% | Added |
| TCG Advisory Services, LLC | 26,547 | $2.10M | 0.63% | +913+3.6% | Added |
| Heron Financial Group, LLC | 26,718 | $2.11M | 1.30% | +270+1.0% | Added |
| Great Diamond Partners, LLC | 26,834 | $2.12M | 0.72% | +912+3.5% | Added |
| Redpoint Investment Management Pty Ltd | 26,914 | $2.13M | 0.31% | −2,055−7.1% | Reduced |
| Dimension Capital Management LLC | 26,940 | $2.13M | 0.52% | −177−0.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 27,006 | $2.13M | 0.12% | −22,523−45.5% | Reduced |
| Venture Visionary Partners LLC | 27,201 | $2.15M | 0.17% | −1,396−4.9% | Reduced |
| Stolper Co | 27,275 | $2.15M | 1.06% | +2,048+8.1% | Added |
| Park Avenue Securities LLC | 27,416 | $2.17M | 0.04% | −854−3.0% | Reduced |
| InterOcean Capital Group, LLC | 27,420 | $2.17M | 0.09% | +754+2.8% | Added |
| Carroll Investors, Inc | 27,375 | $2.17M | 1.75% | +27,375 | New |
| Altrafin AG | 27,453 | $2.17M | 1.30% | −1,374−4.8% | Reduced |
| Signaturefd, LLC | 27,582 | $2.18M | 0.07% | +2,678+10.8% | Added |
| Next Level Private LLC | 26,248 | $2.18M | 1.92% | +26,248 | New |
| Union Heritage Capital, LLC | 27,747 | $2.19M | 1.46% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 28,204 | $2.23M | 0.03% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 28,720 | $2.27M | 0.29% | −12,830−30.9% | Reduced |
| Wolverine Asset Management LLC | 28,820 | $2.28M | 0.03% | −25,706−47.1% | Reduced |
| Axxcess Wealth Management, LLC | 28,876 | $2.28M | 0.23% | +3,216+12.5% | Added |
| Palisade Asset Management, LLC | 29,094 | $2.30M | 0.32% | +162+0.6% | Added |
| Carret Asset Management, LLC | 29,423 | $2.33M | 0.35% | 00.0% | Unchanged |
| Gifford Fong Associates | 30,000 | $2.37M | 0.59% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 30,038 | $2.37M | 0.93% | +23,029+328.6% | Added |
| Lido Advisors, LLC | 30,241 | $2.39M | 0.05% | −200−0.7% | Reduced |