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
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 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| 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 |
|---|---|---|---|---|---|
| Trustcore Financial Services, LLC | 574 | $45.0K | 0.00% | +235+69.3% | Added |
| SRS Capital Advisors, Inc. | 588 | $46.0K | 0.01% | −15−2.5% | Reduced |
| Horrell Capital Management, Inc. | 583 | $46.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 581 | $46.0K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 564 | $47.0K | 0.03% | −37−6.2% | Reduced |
| Benjamin Edwards Inc | 600 | $47.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 601 | $47.0K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $47.4K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 602 | $48.0K | 0.01% | −50−7.7% | Reduced |
| Vigilant Capital Management, LLC | 613 | $48.0K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 625 | $49.0K | 0.04% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 629 | $50.0K | 0.05% | +629 | New |
| Hillsdale Investment Management Inc. | 640 | $51.0K | 0.00% | −1,014−61.3% | Reduced |
| Almanack Investment Partners, LLC. | 658 | $52.0K | 0.01% | +658 | New |
| Creative Financial Designs Inc | 675 | $53.0K | 0.01% | +7+1.0% | Added |
| AllSquare Wealth Management LLC | 671 | $53.0K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 672 | $53.0K | 0.02% | +2+0.3% | Added |
| First Financial Corp | 673 | $53.0K | 0.04% | +49+7.9% | Added |
| HHM Wealth Advisors, LLC | 680 | $54.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 681 | $54.0K | 0.02% | +148+27.8% | Added |
| Standard Family Office LLC | 700 | $55.0K | 0.02% | +700 | New |
| TSFG, LLC | 722 | $57.0K | 0.03% | −68−8.6% | Reduced |
| Twin Lakes Capital Management, LLC | 720 | $57.0K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 717 | $57.0K | 0.01% | +131+22.4% | Added |
| Carmichael Hill & Associates, Inc. | 731 | $58.0K | 0.03% | +68+10.3% | Added |
| Clearview Wealth Advisors LLC | 753 | $60.0K | 0.05% | +2+0.3% | Added |
| Rocky Mountain Advisers, LLC | 775 | $61.0K | 0.08% | +5+0.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 784 | $62.0K | 0.05% | 00.0% | Unchanged |
| Rock Creek Group, LP | 781 | $62.0K | 0.01% | +781 | New |
| Park Circle Co | 800 | $63.0K | 0.07% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 803 | $63.0K | 0.00% | +199+32.9% | Added |
| Sound Income Strategies, LLC | 795 | $63.0K | 0.01% | +452+131.8% | Added |
| Oxler Private Wealth LLC | 804 | $63.6K | 0.04% | 00.0% | Unchanged |
| Eukles Asset Management | 810 | $64.0K | 0.04% | −104−11.4% | Reduced |
| CoreFirst Bank & Trust | 811 | $64.0K | 0.06% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 866 | $66.0K | 0.03% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 0 | $67.0K | 0.03% | −845−100.0% | Reduced |
| TCI Wealth Advisors, Inc. | 864 | $68.0K | 0.01% | +126+17.1% | Added |
| Bay Harbor Wealth Management, LLC | 890 | $70.0K | 0.03% | −145−14.0% | Reduced |
| Cedar Wealth Management, LLC | 922 | $73.0K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 925 | $73.1K | 0.04% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 964 | $76.0K | 0.03% | +5+0.5% | Added |
| Selective Wealth Management, Inc. | 978 | $77.0K | 0.03% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 964 | $77.5K | 0.04% | −56−5.5% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,000 | $79.0K | 0.06% | −3,000−75.0% | Reduced |
| Rise Advisors, LLC | 997 | $79.0K | 0.07% | +9+0.9% | Added |
| Ten Capital Wealth Advisors, LLC | 1,001 | $79.0K | 0.04% | +378+60.7% | Added |
| Citizens National Bank Trust Department | 1,014 | $80.0K | 0.02% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,047 | $83.0K | 0.04% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,091 | $84.0K | 0.08% | 00.0% | Unchanged |
| Founders Capital Management | 1,085 | $86.0K | 0.07% | +7+0.6% | Added |
| West Paces Advisors Inc. | 1,094 | $86.4K | 0.03% | −50−4.4% | Reduced |
| Burleson & Company, LLC | 1,100 | $87.0K | 0.02% | −197−15.2% | Reduced |
| PSI Advisors, LLC | 1,101 | $87.0K | 0.05% | −100−8.3% | Reduced |
| Resources Management Corp | 1,109 | $88.0K | 0.02% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,125 | $89.0K | 0.06% | +9+0.8% | Added |
| Hanson & Doremus Investment Management | 1,125 | $89.0K | 0.02% | +161+16.7% | Added |
| Premier Asset Management LLC | 11,043 | $90.0K | 0.09% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,170 | $92.0K | 0.03% | 00.0% | Unchanged |
| WD Rutherford LLC | 1,215 | $96.0K | 0.08% | +65+5.7% | Added |
| GeoWealth Management, LLC | 1,251 | $98.0K | 0.01% | +714+133.0% | Added |
| Tobam | 1,267 | $100.0K | 0.01% | −3,148−71.3% | Reduced |
| Glassman Wealth Services | 1,260 | $100.0K | 0.02% | −52−4.0% | Reduced |
| Dividend Assets Capital, LLC | 1,267 | $100.0K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,275 | $101.0K | 0.11% | −3,200−71.5% | Reduced |
| Mizuho Securities Co. Ltd. | 1,280 | $101.0K | 0.03% | +640+100.0% | Added |
| Silvant Capital Management LLC | 1,357 | $107.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,364 | $108.0K | 0.05% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,368 | $108.0K | 0.04% | +12+0.9% | Added |
| Bogart Wealth, LLC | 1,390 | $110.0K | 0.01% | +465+50.3% | Added |
| Laffer Tengler Investments | 1,418 | $112.0K | 0.04% | +14+1.0% | Added |
| Cranbrook Wealth Management, LLC | 1,424 | $113.0K | 0.03% | −235−14.2% | Reduced |
| Covestor Ltd | 1,441 | $114.0K | 0.10% | −416−22.4% | Reduced |
| Roble, Belko & Company, Inc | 1,453 | $115.0K | 0.03% | +1,405+2,927.1% | Added |
| Piscataqua Savings Bank | 1,463 | $116.0K | 0.11% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,500 | $119.0K | 0.04% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,510 | $119.0K | 0.31% | +1,510 | New |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $119.0K | 0.02% | +1,500 | New |
| Advanced Research Investment Solutions, LLC | 1,526 | $121.0K | 0.07% | +1,305+590.5% | Added |
| Proequities, Inc. | 1,557 | $123.0K | 0.01% | −117−7.0% | Reduced |
| Eagle Bay Advisors LLC | 1,556 | $123.0K | 0.08% | −20−1.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,545 | $123.0K | 0.12% | +702+83.3% | Added |
| Capital Advisors, Ltd. LLC | 1,603 | $127.0K | 0.02% | +257+19.1% | Added |
| Ellevest, Inc. | 1,636 | $129.0K | 0.01% | −647−28.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,739 | $137.0K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,764 | $139.0K | 0.05% | −69−3.8% | Reduced |
| Atlas Capital Advisors LLC | 1,816 | $143.5K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,840 | $145.4K | 0.06% | +476+34.9% | Added |
| Baystate Wealth Management LLC | 1,888 | $149.0K | 0.02% | +16+0.9% | Added |
| Endurance Wealth Management, Inc. | 1,916 | $151.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,920 | $152.0K | 0.01% | +275+16.7% | Added |
| BerganKDV Wealth Management, LLC | 1,946 | $154.0K | 0.02% | +33+1.7% | Added |
| Washington Trust Advisors, Inc. | 1,961 | $155.0K | 0.01% | −124−5.9% | Reduced |
| Monolith Advisors | 1,965 | $156.0K | 0.17% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,989 | $157.0K | 0.00% | +693+53.5% | Added |
| Interactive Financial Advisors | 2,000 | $158.0K | 0.09% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,026 | $160.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 2,040 | $161.0K | 0.08% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 2,068 | $163.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,131 | $168.0K | 0.01% | −624−22.6% | Reduced |