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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 2,147 | $170.0K | 0.15% | +2,147 | New |
| South Dakota Investment Council | 2,200 | $174.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2,225 | $176.0K | 0.05% | +259+13.2% | Added |
| Missouri Trust & Investment Co | 2,265 | $179.0K | 0.12% | −375−14.2% | Reduced |
| Harbour Investments, Inc. | 2,389 | $182.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,297 | $182.0K | 0.05% | −4−0.2% | Reduced |
| Journey Advisory Group, LLC | 2,300 | $182.0K | 0.05% | +2,300 | New |
| Motco | 2,331 | $184.0K | 0.01% | −544−18.9% | Reduced |
| Icon Wealth Advisors, LLC | 2,329 | $184.0K | 0.02% | +2,329 | New |
| Operose Advisors LLC | 2,354 | $186.0K | 0.12% | 00.0% | Unchanged |
| First National Bank of South Miami | 2,358 | $186.0K | 0.14% | +235+11.1% | Added |
| Bangor Savings Bank | 2,487 | $196.0K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,500 | $198.0K | 0.11% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,540 | $200.7K | 0.05% | +2,540 | New |
| Kingfisher Capital LLC | 2,545 | $201.0K | 0.06% | +2,545 | New |
| Pflug Koory, LLC | 2,569 | $203.0K | 0.12% | −991−27.8% | Reduced |
| Summit Global Investments | 2,568 | $203.0K | 0.02% | +2,568 | New |
| Alpha Family Trust | 2,585 | $204.0K | 0.15% | +2,585 | New |
| Echo Street Capital Management LLC | 2,589 | $205.0K | 0.00% | −539−17.2% | Reduced |
| Aprio Wealth Management, LLC | 2,600 | $205.0K | 0.08% | −490−15.9% | Reduced |
| Wellington Shields Capital Management, LLC | 2,607 | $206.0K | 0.05% | −750−22.3% | Reduced |
| Segall Bryant & Hamill, LLC | 2,605 | $207.0K | 0.00% | +2,605 | New |
| Covenant Asset Management, LLC | 2,622 | $207.0K | 0.08% | +2,622 | New |
| FinTrust Capital Advisors, LLC | 2,613 | $208.0K | 0.05% | −84−3.1% | Reduced |
| Chicago Trust Co NA | 2,651 | $209.0K | 0.05% | −25−0.9% | Reduced |
| Ropes Wealth Advisors LLC | 2,649 | $209.0K | 0.04% | +2,649 | New |
| Ascent Group, LLC | 2,559 | $210.0K | 0.03% | −246−8.8% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,653 | $210.0K | 0.12% | −72−2.6% | Reduced |
| Univest Financial Corp | 2,663 | $210.0K | 0.07% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 2,660 | $210.0K | 0.09% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 2,680 | $212.0K | 0.12% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,677 | $212.0K | 0.20% | +2,660+15,647.1% | Added |
| Sunflower Bank, N.A. | 2,697 | $213.0K | 0.05% | −1,099−29.0% | Reduced |
| 180 Wealth Advisors, LLC | 2,692 | $213.0K | 0.06% | −222−7.6% | Reduced |
| Navis Wealth Advisors, LLC | 2,700 | $213.0K | 0.33% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 2,711 | $214.0K | 0.13% | −4,659−63.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,713 | $214.0K | 0.13% | +10.0% | Added |
| Reik & Co., LLC | 2,703 | $214.0K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,709 | $214.0K | 0.02% | +163+6.4% | Added |
| Cozad Asset Management Inc | 2,720 | $215.0K | 0.03% | −490−15.3% | Reduced |
| Broadleaf Partners, LLC | 2,719 | $215.0K | 0.09% | 00.0% | Unchanged |
| Doheny Asset Management | 2,726 | $215.0K | 0.22% | +2,726 | New |
| Planned Solutions, Inc. | 2,732 | $216.0K | 0.18% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,660 | $217.0K | 0.02% | −6,640−71.4% | Reduced |
| Congress Park Capital LLC | 2,750 | $217.0K | 0.14% | −50−1.8% | Reduced |
| Novare Capital Management LLC | 2,760 | $218.0K | 0.03% | −225−7.5% | Reduced |
| Fiduciary Group LLC | 2,460 | $218.0K | 0.03% | −4−0.2% | Reduced |
| MBL Wealth, LLC | 2,762 | $218.0K | 0.05% | +2,762 | New |
| Jones Financial Companies LLLP | 2,776 | $219.0K | 0.00% | −888−24.2% | Reduced |
| Wrapmanager Inc | 2,770 | $219.0K | 0.07% | −94−3.3% | Reduced |
| E Fund Management Co., Ltd. | 2,769 | $219.0K | 0.02% | −10−0.4% | Reduced |
| Lion Street Advisors, LLC | 2,776 | $219.0K | 0.11% | +2,776 | New |
| Sargent Bickham Lagudis LLC | 2,786 | $220.0K | 0.02% | −22−0.8% | Reduced |
| First Affirmative Financial Network | 2,786 | $220.0K | 0.28% | +2,786 | New |
| Detalus Advisors, LLC | 2,800 | $221.0K | 0.13% | −349−11.1% | Reduced |
| Forte Capital LLC | 2,814 | $222.0K | 0.04% | +2,814 | New |
| Ssi Investment Management LLC | 2,849 | $223.0K | 0.01% | +6+0.2% | Added |
| Norway Savings Bank | 2,827 | $223.0K | 0.12% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 2,820 | $223.0K | 0.08% | +3+0.1% | Added |
| Journey Strategic Wealth LLC | 2,837 | $225.0K | 0.03% | +2,837 | New |
| American State Bank (Iowa) | 2,860 | $226.0K | 0.20% | +52+1.9% | Added |
| Northwest Bancshares, Inc. | 2,859 | $226.0K | 0.05% | +150+5.5% | Added |
| Michael B. Yongue | 2,868 | $227.0K | 0.22% | −1,020−26.2% | Reduced |
| Manchester Capital Management LLC | 2,871 | $227.0K | 0.04% | +364+14.5% | Added |
| Smallwood Wealth Investment Management, LLC | 2,878 | $227.0K | 0.20% | +2,878 | New |
| Keystone Financial Group | 2,886 | $228.0K | 0.05% | +35+1.2% | Added |
| GHP Investment Advisors, Inc. | 2,891 | $228.0K | 0.02% | +87+3.1% | Added |
| Leisure Capital Management | 2,904 | $229.0K | 0.14% | +33+1.1% | Added |
| Enterprise Financial Services Corp | 2,891 | $229.0K | 0.17% | +246+9.3% | Added |
| Kozak & Associates, Inc. | 2,993 | $230.0K | 0.15% | +2+0.1% | Added |
| Valmark Advisers, Inc. | 2,908 | $230.0K | 0.00% | −6−0.2% | Reduced |
| McLean Asset Management Corp | 2,919 | $230.0K | 0.09% | +21+0.7% | Added |
| Fort Sheridan Advisors LLC | 2,910 | $230.0K | 0.08% | +52+1.8% | Added |
| Wedge Capital Management L L P | 2,914 | $230.0K | 0.00% | +234+8.7% | Added |
| NBT Bank N A | 2,932 | $232.0K | 0.04% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,946 | $232.0K | 0.01% | +184+6.7% | Added |
| Apriem Advisors | 2,936 | $232.0K | 0.04% | +2,936 | New |
| Stonnington Group, LLC | 3,000 | $233.0K | 0.07% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,951 | $233.0K | 0.01% | −20−0.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 2,970 | $234.0K | 0.10% | −225−7.0% | Reduced |
| Wimmer Associates 1, LLC | 2,843 | $234.0K | 0.15% | −29−1.0% | Reduced |
| Harvest Fund Management Co., Ltd | 2,961 | $234.0K | 0.07% | +540+22.3% | Added |
| Nwam LLC | 2,965 | $234.0K | 0.02% | +2,965 | New |
| Buffington Mohr McNeal | 2,968 | $235.0K | 0.06% | −925−23.8% | Reduced |
| Harrington Investments, INC | 2,975 | $235.0K | 0.18% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 2,988 | $236.0K | 0.17% | +150+5.3% | Added |
| Johnson Investment Counsel Inc | 3,004 | $237.0K | 0.00% | −130−4.1% | Reduced |
| Spirit of America Management Corp | 3,000 | $237.0K | 0.06% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 3,000 | $237.0K | 0.11% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,002 | $237.0K | 0.14% | +75+2.6% | Added |
| Flagship Harbor Advisors, LLC | 3,017 | $238.0K | 0.03% | −864−22.3% | Reduced |
| IMPACTfolio, LLC | 3,017 | $238.0K | 0.23% | −36−1.2% | Reduced |
| O'Rourke & Company, Inc | 3,009 | $238.0K | 0.21% | +12+0.4% | Added |
| Crawford Investment Counsel Inc | 3,028 | $239.0K | 0.01% | −1,316−30.3% | Reduced |
| M&G Investment Management Ltd | 3,036 | $240.0K | 0.00% | −452−13.0% | Reduced |
| Choate Investment Advisors | 3,047 | $241.0K | 0.02% | −500−14.1% | Reduced |
| Vantage Consulting Group Inc | 3,054 | $241.0K | 0.14% | −244−7.4% | Reduced |
| Syntax Advisors, LLC | 3,054 | $241.0K | 0.21% | −244−7.4% | Reduced |
| Objective Capital Management, LLC | 3,055 | $241.0K | 0.26% | +13+0.4% | Added |
| Ipswich Investment Management Co., Inc. | 3,068 | $242.0K | 0.08% | −583−16.0% | Reduced |