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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 30,303 | $2.40M | 0.01% | −343−1.1% | Reduced |
| LMCG Investments, LLC | 30,452 | $2.41M | 0.18% | −610−2.0% | Reduced |
| Occidental Asset Management, LLC | 30,481 | $2.41M | 0.72% | +1,318+4.5% | Added |
| Lipe & Dalton | 30,830 | $2.44M | 1.53% | +20.0% | Added |
| Vestcor Inc | 30,911 | $2.44M | 0.09% | −181−0.6% | Reduced |
| Linscomb & Williams, Inc. | 31,066 | $2.46M | 0.15% | +4,697+17.8% | Added |
| Quantitative Investment Management, LLC | 31,196 | $2.46M | 0.41% | +31,196 | New |
| Foster & Motley Inc | 31,209 | $2.47M | 0.23% | −2,834−8.3% | Reduced |
| City Holding Co | 31,313 | $2.47M | 0.49% | +1,010+3.3% | Added |
| Northeast Investment Management | 31,396 | $2.48M | 0.17% | −40.0% | Reduced |
| Hoey Investments, Inc | 31,577 | $2.50M | 1.04% | +13,814+77.8% | Added |
| Kestra Private Wealth Services, LLC | 32,047 | $2.53M | 0.15% | +4,635+16.9% | Added |
| Phoenix Holdings Ltd. | 31,823 | $2.55M | 0.06% | +4,217+15.3% | Added |
| Federated Hermes, Inc. | 32,362 | $2.56M | 0.01% | −2,468−7.1% | Reduced |
| Symmetry Partners, LLC | 32,559 | $2.57M | 0.17% | 00.0% | Unchanged |
| Meritage Portfolio Management | 32,652 | $2.58M | 0.21% | +1,773+5.7% | Added |
| Coastline Trust Co | 32,810 | $2.59M | 0.41% | +1,264+4.0% | Added |
| Raymond James Trust N.A. | 33,147 | $2.62M | 0.10% | +428+1.3% | Added |
| Community Trust & Investment Co | 33,180 | $2.62M | 0.25% | +934+2.9% | Added |
| Hunter Associates Investment Management LLC | 33,208 | $2.62M | 0.68% | −609−1.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 33,208 | $2.62M | 2.31% | +300+0.9% | Added |
| Geneos Wealth Management Inc. | 33,318 | $2.63M | 0.18% | −2,782−7.7% | Reduced |
| HB Wealth Management, LLC | 34,014 | $2.69M | 0.06% | −1,094−3.1% | Reduced |
| Synovus Financial Corp | 33,857 | $2.69M | 0.03% | −6,717−16.6% | Reduced |
| KCM Investment Advisors LLC | 34,093 | $2.69M | 0.12% | −569−1.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 34,152 | $2.70M | 0.06% | +364+1.1% | Added |
| Empirical Finance, LLC | 34,673 | $2.74M | 0.32% | +5,385+18.4% | Added |
| Twin Tree Management, LP | 34,947 | $2.76M | 0.08% | −70,079−66.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 35,112 | $2.77M | 0.25% | −264−0.7% | Reduced |
| Dynamic Advisor Solutions LLC | 35,388 | $2.80M | 0.21% | +361+1.0% | Added |
| Ritholtz Wealth Management | 35,489 | $2.80M | 0.15% | +8,630+32.1% | Added |
| Mirabella Financial Services LLP | 35,330 | $2.82M | 0.29% | +35,330 | New |
| Lincoln National Corp | 36,175 | $2.83M | 0.07% | +2,888+8.7% | Added |
| Hancock Whitney Corp | 36,159 | $2.86M | 0.12% | −5,720−13.7% | Reduced |
| Mark Stevens | 36,175 | $2.86M | 0.40% | −2,828−7.3% | Reduced |
| Wetherby Asset Management Inc | 36,291 | $2.87M | 0.20% | +1,980+5.8% | Added |
| Stock Yards Bank & Trust Co | 36,345 | $2.87M | 0.12% | +3,282+9.9% | Added |
| Siemens Fonds Invest GmbH | 36,385 | $2.88M | 0.33% | −1,957−5.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 36,664 | $2.90M | 0.02% | −144,398−79.8% | Reduced |
| HAP Trading, LLC | 36,680 | $2.90M | 0.37% | +11,868+47.8% | Added |
| Everence Capital Management Inc | 36,741 | $2.90M | 0.27% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 37,176 | $2.94M | 0.30% | +126+0.3% | Added |
| Patten & Patten Inc | 37,362 | $2.95M | 0.28% | −4,331−10.4% | Reduced |
| TBH Global Asset Management, LLC | 37,516 | $2.97M | 0.76% | −996−2.6% | Reduced |
| Industrial Alliance Investment Management Inc. | 37,591 | $2.97M | 0.09% | −371−1.0% | Reduced |
| Integrated Advisors Network LLC | 37,721 | $2.98M | 0.20% | +3,628+10.6% | Added |
| Williams Jones Wealth Management, LLC. | 37,800 | $2.99M | 0.05% | +4,922+15.0% | Added |
| Independent Advisor Alliance | 37,926 | $3.00M | 0.17% | +6,420+20.4% | Added |
| United Fire Group Inc | 38,000 | $3.00M | 2.01% | 00.0% | Unchanged |
| Greenleaf Trust | 38,174 | $3.02M | 0.04% | +3,023+8.6% | Added |
| Lincluden Management Ltd | 38,191 | $3.02M | 0.38% | −585−1.5% | Reduced |
| Marshall Wace, LLP | 38,266 | $3.02M | 0.01% | −94,034−71.1% | Reduced |
| Cramer Rosenthal McGlynn LLC | 38,565 | $3.05M | 0.15% | +38,565 | New |
| Avantax Advisory Services, Inc. | 38,625 | $3.05M | 0.05% | −2,548−6.2% | Reduced |
| Beacon Pointe Advisors, LLC | 38,597 | $3.06M | 0.07% | +11,590+42.9% | Added |
| Sculati Wealth Management, LLC | 38,967 | $3.08M | 1.82% | +2,341+6.4% | Added |
| Edgestream Partners, L.P. | 39,183 | $3.10M | 0.24% | +2,451+6.7% | Added |
| Asio Capital, LLC | 39,330 | $3.11M | 0.99% | +366+0.9% | Added |
| National Asset Management, Inc. | 39,307 | $3.11M | 0.09% | +9,582+32.2% | Added |
| Parallel Advisors, LLC | 39,587 | $3.13M | 0.14% | +1,950+5.2% | Added |
| Maltese Capital Management LLC | 39,600 | $3.13M | 0.74% | −400−1.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 39,920 | $3.15M | 0.32% | +39,920 | New |
| Steward Partners Investment Advisory, LLC | 40,111 | $3.17M | 0.06% | −5,266−11.6% | Reduced |
| IPG Investment Advisors LLC | 40,275 | $3.18M | 0.89% | +11,500+40.0% | Added |
| Federation des caisses Desjardins du Quebec | 40,288 | $3.18M | 0.04% | +3,163+8.5% | Added |
| CX Institutional | 40,514 | $3.20M | 0.22% | +37,280+1,152.8% | Added |
| Tradewinds, LLC. | 40,758 | $3.22M | 2.34% | −545−1.3% | Reduced |
| First Manhattan Co | 40,757 | $3.22M | 0.01% | +850+2.1% | Added |
| Tocqueville Asset Management L.P. | 41,476 | $3.28M | 0.07% | +275+0.7% | Added |
| Intact Investment Management Inc. | 41,500 | $3.28M | 0.11% | 00.0% | Unchanged |
| Cypress Financial Planning LLC | 41,656 | $3.29M | 2.34% | −317−0.8% | Reduced |
| Pathstone Family Office, LLC | 41,637 | $3.30M | 0.06% | +4,853+13.2% | Added |
| Adell Harriman & Carpenter Inc | 41,843 | $3.31M | 0.40% | +5,850+16.3% | Added |
| KCS Wealth Advisory | 42,362 | $3.35M | 1.54% | −2,852−6.3% | Reduced |
| Regent Investment Management LLC | 42,370 | $3.35M | 0.98% | 00.0% | Unchanged |
| DCM Advisors, LLC | 42,765 | $3.38M | 1.70% | +3,211+8.1% | Added |
| Huntington National Bank | 42,934 | $3.39M | 0.04% | −873−2.0% | Reduced |
| LGT Group Foundation | 43,202 | $3.41M | 0.13% | −1,314−3.0% | Reduced |
| TownSquare Capital, LLC | 43,278 | $3.42M | 0.10% | −8,215−16.0% | Reduced |
| Power Corp of Canada | 43,731 | $3.46M | 0.51% | +43,731 | New |
| Shell Asset Management Co | 44,090 | $3.48M | 0.14% | −11,879−21.2% | Reduced |
| Joel Isaacson & Co., LLC | 44,289 | $3.50M | 0.30% | +132+0.3% | Added |
| Roanoke Asset Management Corp | 44,648 | $3.53M | 1.68% | +200+0.4% | Added |
| Simon Quick Advisors, LLC | 44,662 | $3.53M | 0.50% | +489+1.1% | Added |
| Comerica Securities,inc. | 44,774 | $3.54M | 0.29% | −1,184−2.6% | Reduced |
| Wesbanco Bank Inc | 44,817 | $3.54M | 0.24% | −121,449−73.0% | Reduced |
| Mayflower Financial Advisors, LLC | 44,895 | $3.55M | 0.57% | +1,679+3.9% | Added |
| Vestmark Advisory Solutions, Inc. | 44,972 | $3.55M | 0.20% | +2,649+6.3% | Added |
| Spectrum Management Group, LLC | 44,973 | $3.55M | 0.77% | +15,190+51.0% | Added |
| Level Four Advisory Services, LLC | 45,115 | $3.56M | 0.35% | −392−0.9% | Reduced |
| Andra AP-fonden | 45,211 | $3.57M | 0.12% | −10,200−18.4% | Reduced |
| Xcel Wealth Management, LLC | 45,283 | $3.58M | 1.33% | +5,150+12.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 45,400 | $3.59M | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 45,413 | $3.59M | 0.44% | −15,800−25.8% | Reduced |
| Veritable, L.P. | 45,453 | $3.59M | 0.07% | −5,778−11.3% | Reduced |
| Massmutual Trust Co FSB | 46,569 | $3.68M | 0.17% | −2,316−4.7% | Reduced |
| Loomis Sayles & Co L P | 46,720 | $3.69M | 0.01% | −168,849−78.3% | Reduced |
| Sigma Planning Corp | 46,731 | $3.69M | 0.14% | +941+2.1% | Added |
| Wright Investors Service Inc | 46,977 | $3.71M | 1.17% | −2,164−4.4% | Reduced |
| First Hawaiian Bank | 46,972 | $3.71M | 0.14% | −1,621−3.3% | Reduced |