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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 47,207 | $3.73M | 1.34% | −591−1.2% | Reduced |
| Glenmede Trust Co NA | 47,321 | $3.74M | 0.02% | −128,550−73.1% | Reduced |
| Jupiter Wealth Management LLC | 47,633 | $3.76M | 3.78% | +1,295+2.8% | Added |
| Highland Capital Management, LLC | 47,863 | $3.78M | 0.29% | −90−0.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 47,990 | $3.79M | 0.35% | +179+0.4% | Added |
| Atria Wealth Solutions, Inc. | 48,647 | $3.84M | 0.07% | +16,140+49.7% | Added |
| Transcend Wealth Collective, LLC | 48,973 | $3.87M | 0.43% | +2,524+5.4% | Added |
| Stephens Inc | 49,091 | $3.88M | 0.08% | +4,427+9.9% | Added |
| Rpo LLC | 49,577 | $3.92M | 1.02% | −6,000−10.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 49,738 | $3.93M | 0.10% | −14,531−22.6% | Reduced |
| Point72 Hong Kong Ltd | 50,215 | $3.97M | 0.24% | +4,293+9.3% | Added |
| Hudson Valley Investment Advisors Inc | 50,532 | $3.99M | 0.64% | +1,341+2.7% | Added |
| FDx Advisors, Inc. | 50,642 | $4.00M | 0.18% | −2,918−5.4% | Reduced |
| K.J. Harrison & Partners Inc | 49,735 | $4.03M | 1.42% | +14,000+39.2% | Added |
| MainStreet Investment Advisors LLC | 51,159 | $4.04M | 0.49% | −53−0.1% | Reduced |
| Aureus Asset Management, LLC | 51,155 | $4.04M | 0.35% | +3,202+6.7% | Added |
| Cetera Advisor Networks LLC | 51,771 | $4.05M | 0.05% | +4,160+8.7% | Added |
| Corient Capital Partners, LLC | 53,503 | $4.07M | 0.31% | 00.0% | Unchanged |
| Consolidated Investment Group LLC | 51,600 | $4.08M | 0.88% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 51,702 | $4.08M | 0.22% | +4,511+9.6% | Added |
| Varma Mutual Pension Insurance Co | 51,774 | $4.09M | 0.07% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 52,475 | $4.15M | 0.24% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 54,162 | $4.28M | 2.08% | −60−0.1% | Reduced |
| Advisor Partners II, LLC | 54,598 | $4.31M | 0.33% | +54,598 | New |
| Atria Investments LLC | 54,621 | $4.32M | 0.10% | −8,360−13.3% | Reduced |
| Allstate Corp | 54,649 | $4.32M | 0.12% | +4,357+8.7% | Added |
| First National Bank of Omaha | 54,868 | $4.33M | 0.28% | −2,174−3.8% | Reduced |
| Albion Financial Group | 54,861 | $4.33M | 0.45% | +937+1.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 54,948 | $4.34M | 0.72% | −2,622−4.6% | Reduced |
| Elk River Wealth Management, LLC | 55,370 | $4.38M | 1.15% | +912+1.7% | Added |
| Canandaigua National Corp | 55,410 | $4.38M | 0.78% | +3,244+6.2% | Added |
| Heritage Trust Co | 56,202 | $4.44M | 0.78% | +1,511+2.8% | Added |
| United Services Automobile Association | 56,706 | $4.48M | 0.12% | −116−0.2% | Reduced |
| Institutional & Family Asset Management, LLC | 56,838 | $4.49M | 0.81% | +11,197+24.5% | Added |
| Glenview Trust Co | 57,869 | $4.57M | 0.17% | −193−0.3% | Reduced |
| Jackson Wealth Management, LLC | 58,400 | $4.61M | 0.91% | +35,230+152.1% | Added |
| Assenagon Asset Management S.A. | 58,649 | $4.63M | 0.02% | +22,302+61.4% | Added |
| Viking Fund Management LLC | 60,000 | $4.74M | 1.12% | +12,000+25.0% | Added |
| DuPont Capital Management Corp | 60,599 | $4.79M | 0.28% | −11,712−16.2% | Reduced |
| Aptus Capital Advisors, LLC | 60,752 | $4.80M | 0.15% | +60,752 | New |
| Prudential PLC | 60,985 | $4.82M | 0.08% | +1,996+3.4% | Added |
| Illinois Municipal Retirement Fund | 61,276 | $4.84M | 0.12% | 00.0% | Unchanged |
| Howe & Rusling Inc | 61,635 | $4.87M | 0.65% | +688+1.1% | Added |
| Cito Capital Group, LLC | 61,948 | $4.89M | 2.81% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 62,636 | $4.95M | 0.07% | −10,926−14.9% | Reduced |
| Sandy Cove Advisors, LLC | 62,698 | $4.95M | 4.46% | +150.0% | Added |
| Gibraltar Capital Management, Inc. | 62,935 | $4.97M | 2.55% | −852−1.3% | Reduced |
| Meyer Handelman Co | 63,166 | $4.99M | 0.23% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 63,412 | $5.02M | 0.10% | +1,602+2.6% | Added |
| Central Trust Co | 63,644 | $5.03M | 0.17% | −3,037−4.6% | Reduced |
| Signet Financial Management, LLC | 63,703 | $5.03M | 0.99% | −228−0.4% | Reduced |
| Baxter Bros Inc | 63,760 | $5.04M | 0.89% | +1,573+2.5% | Added |
| Braun Stacey Associates Inc | 64,086 | $5.06M | 0.31% | +13,160+25.8% | Added |
| Iowa State Bank | 64,487 | $5.09M | 1.45% | +1,973+3.2% | Added |
| Old Second National Bank of Aurora | 65,446 | $5.17M | 1.59% | −965−1.5% | Reduced |
| Picton Mahoney Asset Management | 65,650 | $5.19M | 0.24% | −2,810−4.1% | Reduced |
| Exchange Traded Concepts, LLC | 65,987 | $5.21M | 0.17% | −3,090−4.5% | Reduced |
| Lyell Wealth Management, LP | 66,198 | $5.23M | 0.89% | +1,790+2.8% | Added |
| Leuthold Group, LLC | 66,214 | $5.23M | 0.79% | −22,766−25.6% | Reduced |
| CWM, LLC | 66,274 | $5.24M | 0.04% | +370+0.6% | Added |
| Ameritas Investment Partners, Inc. | 66,718 | $5.27M | 0.24% | +255+0.4% | Added |
| Virginia Retirement Systems Et Al | 67,200 | $5.31M | 0.06% | +67,200 | New |
| Principal Street Partners, LLC | 67,576 | $5.34M | 1.42% | +679+1.0% | Added |
| First Citizens Bank & Trust Co | 68,364 | $5.40M | 0.18% | −5,070−6.9% | Reduced |
| AE Wealth Management LLC | 68,938 | $5.45M | 0.04% | +7,683+12.5% | Added |
| Wills Financial Group, Inc. | 68,965 | $5.45M | 3.03% | +7,627+12.4% | Added |
| D L Carlson Investment Group Inc | 69,061 | $5.46M | 1.19% | −1,415−2.0% | Reduced |
| Interval Partners, LP | 69,876 | $5.52M | 0.33% | −32,378−31.7% | Reduced |
| Cipher Capital LP | 70,677 | $5.58M | 0.91% | +65,640+1,303.2% | Added |
| German American Bancorp, Inc. | 71,121 | $5.62M | 0.97% | +5,243+8.0% | Added |
| New Mexico Educational Retirement Board | 71,510 | $5.65M | 0.31% | −7,100−9.0% | Reduced |
| Cyrus J. Lawrence, LLC | 71,627 | $5.66M | 1.67% | −1,100−1.5% | Reduced |
| Baugh & Associates, LLC | 71,664 | $5.66M | 4.01% | +2,856+4.2% | Added |
| Oliver Luxxe Assets LLC | 71,680 | $5.66M | 1.77% | +1,432+2.0% | Added |
| Bernzott Capital Advisors | 72,194 | $5.70M | 0.79% | +39,599+121.5% | Added |
| Advocate Group LLC | 72,200 | $5.71M | 1.41% | +2,321+3.3% | Added |
| Northern Oak Wealth Management Inc | 72,396 | $5.72M | 0.86% | −462−0.6% | Reduced |
| Alberta Investment Management Corp | 73,308 | $5.79M | 0.04% | −28,992−28.3% | Reduced |
| Connors Investor Services Inc | 73,381 | $5.80M | 0.76% | +300+0.4% | Added |
| Logan Capital Management Inc | 73,568 | $5.81M | 0.35% | +4,547+6.6% | Added |
| Avitas Wealth Management LLC | 73,734 | $5.83M | 1.33% | +834+1.1% | Added |
| Westbourne Investment Advisors, Inc. | 76,266 | $6.03M | 3.19% | −2,108−2.7% | Reduced |
| Los Angeles Capital Management LLC | 76,271 | $6.03M | 0.03% | +31,561+70.6% | Added |
| Simplex Trading, LLC | 76,477 | $6.04M | 0.23% | −251,027−76.6% | Reduced |
| Quadrature Capital Ltd | 76,440 | $6.04M | 0.20% | −13,247−14.8% | Reduced |
| Banque Pictet & Cie SA | 76,577 | $6.05M | 0.07% | −1,747−2.2% | Reduced |
| Ieq Capital, LLC | 78,161 | $6.17M | 0.17% | −16,280−17.2% | Reduced |
| CTC LLC | 78,222 | $6.18M | 0.73% | +14,370+22.5% | Added |
| Ci Investments Inc. | 78,320 | $6.19M | 0.03% | +78,153+46,798.2% | Added |
| Metropolitan Life Insurance Co | 78,337 | $6.19M | 0.29% | −4,508−5.4% | Reduced |
| Capital International Ltd | 78,751 | $6.22M | 0.43% | +57,241+266.1% | Added |
| Copeland Capital Management, LLC | 80,182 | $6.33M | 0.21% | +10,396+14.9% | Added |
| RNC Capital Management LLC | 80,784 | $6.38M | 0.40% | −7,726−8.7% | Reduced |
| Mizuho Markets Cayman LP | 80,858 | $6.39M | 0.91% | +46,850+137.8% | Added |
| Burns J W & Co Inc | 81,459 | $6.44M | 1.26% | +126+0.2% | Added |
| Cubist Systematic Strategies, LLC | 81,586 | $6.45M | 0.05% | −148,855−64.6% | Reduced |
| YHB Investment Advisors, Inc. | 81,666 | $6.45M | 0.72% | −2,428−2.9% | Reduced |
| Hourglass Capital, LLC | 81,682 | $6.45M | 2.45% | −150−0.2% | Reduced |
| PFS Investments Inc. | 83,072 | $6.56M | 0.14% | +766+0.9% | Added |
| Knights of Columbus Asset Advisors LLC | 83,268 | $6.58M | 0.67% | −7,263−8.0% | Reduced |