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 |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 3,068 | $242.0K | 0.06% | −557−15.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 3,064 | $242.1K | 0.08% | +228+8.0% | Added |
| Capital Advisors Inc | 3,230 | $243.0K | 0.01% | +10.0% | Added |
| Stiles Financial Services Inc | 3,079 | $243.0K | 0.15% | +83+2.8% | Added |
| Private Asset Management Inc | 3,082 | $244.0K | 0.04% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,102 | $245.0K | 0.05% | 00.0% | Unchanged |
| Five Oceans Advisors | 3,119 | $246.0K | 0.19% | +142+4.8% | Added |
| Moloney Securities Asset Management, LLC | 3,113 | $246.0K | 0.06% | +195+6.7% | Added |
| Bedel Financial Consulting, Inc. | 2,877 | $246.0K | 0.07% | +10.0% | Added |
| SOL Capital Management CO | 3,120 | $247.0K | 0.05% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 3,141 | $248.0K | 0.04% | −215−6.4% | Reduced |
| David Loasby | 3,192 | $250.0K | 0.04% | +87+2.8% | Added |
| Janney Capital Management LLC | 3,161 | $250.0K | 0.02% | +72+2.3% | Added |
| Private Capital Management LLC | 3,181 | $251.0K | 0.09% | −67−2.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,173 | $251.0K | 0.15% | +56+1.8% | Added |
| Shilanski & Associates, Inc. | 3,181 | $251.0K | 0.09% | +3,181 | New |
| Bragg Financial Advisors, Inc | 3,195 | $252.0K | 0.02% | −52−1.6% | Reduced |
| Twin Focus Capital Partners, LLC | 3,210 | $254.0K | 0.06% | 00.0% | Unchanged |
| CNB Bank | 3,231 | $255.0K | 0.17% | −24−0.7% | Reduced |
| Guerra Pan Advisors, LLC | 3,239 | $256.0K | 0.37% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,248 | $256.6K | 0.17% | +461+16.5% | Added |
| Valley National Advisers Inc | 3,241 | $257.0K | 0.05% | −3−0.1% | Reduced |
| Nomura Holdings Inc | 3,371 | $258.0K | 0.00% | −13,391−79.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3,290 | $260.0K | 0.02% | −18−0.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,286 | $260.0K | 0.25% | +47+1.5% | Added |
| Riverwater Partners LLC | 3,300 | $261.0K | 0.26% | −100−2.9% | Reduced |
| Crewe Advisors LLC | 3,333 | $263.0K | 0.05% | +136+4.3% | Added |
| Hartford Funds Management Co LLC | 3,323 | $263.0K | 0.03% | +3,323 | New |
| Independent Solutions Wealth Management, LLC | 3,340 | $263.9K | 0.09% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 3,347 | $264.0K | 0.09% | −152−4.3% | Reduced |
| Duncker Streett & Co Inc | 3,371 | $266.0K | 0.07% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 3,376 | $267.0K | 0.01% | −741−18.0% | Reduced |
| Annapolis Financial Services, LLC | 3,378 | $267.0K | 0.10% | +633+23.1% | Added |
| American Trust | 3,413 | $269.0K | 0.02% | −110−3.1% | Reduced |
| United Bank | 3,404 | $269.0K | 0.04% | +3,404 | New |
| Millennium Capital Advisors, LLC | 3,413 | $269.7K | 0.28% | +73+2.2% | Added |
| SlateStone Wealth, LLC | 3,423 | $270.0K | 0.07% | +3,423 | New |
| DSC Advisors, L.P. | 3,427 | $271.0K | 0.29% | −783−18.6% | Reduced |
| Trustmark National Bank Trust Department | 3,434 | $271.0K | 0.03% | −356−9.4% | Reduced |
| Capstone Financial Advisors, Inc. | 3,427 | $271.0K | 0.02% | −54−1.6% | Reduced |
| JGP Wealth Management, LLC | 3,438 | $271.0K | 0.06% | +44+1.3% | Added |
| RSM US Wealth Management LLC | 3,440 | $272.0K | 0.02% | +16+0.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,460 | $273.0K | 0.01% | −104−2.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 3,500 | $277.0K | 0.00% | −300−7.9% | Reduced |
| Marathon Capital Management | 3,511 | $277.0K | 0.08% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 3,500 | $277.0K | 0.20% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 3,529 | $279.0K | 0.08% | −630−15.1% | Reduced |
| Quantum Financial Advisors, LLC | 3,550 | $281.0K | 0.12% | +5+0.1% | Added |
| Cohen & Steers, Inc. | 3,553 | $281.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,562 | $281.0K | 0.03% | +179+5.3% | Added |
| Associated Banc-Corp | 3,594 | $283.0K | 0.01% | +3,594 | New |
| Manchester Financial Inc | 3,583 | $283.0K | 0.08% | +3,583 | New |
| Hoylecohen, LLC | 3,601 | $284.0K | 0.03% | −66−1.8% | Reduced |
| Alta Advisers Ltd | 3,600 | $284.0K | 0.18% | +3,600 | New |
| Paces Ferry Wealth Advisors, LLC | 3,609 | $285.0K | 0.31% | +13+0.4% | Added |
| Continuum Advisory, LLC | 3,610 | $285.0K | 0.05% | +303+9.2% | Added |
| LMR Partners LLP | 3,602 | $285.0K | 0.01% | +3,602 | New |
| Richwood Investment Advisors, LLC | 3,618 | $286.0K | 0.31% | −345−8.7% | Reduced |
| Carmel Capital Partners, LLC | 3,627 | $287.0K | 0.28% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 3,633 | $287.0K | 0.21% | +80+2.3% | Added |
| Humankind Investments LLC | 3,650 | $288.0K | 0.14% | +195+5.6% | Added |
| MidWestOne Financial Group, Inc. | 3,664 | $289.0K | 0.07% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 3,696 | $292.0K | 0.21% | +515+16.2% | Added |
| Optimum Investment Advisors | 3,708 | $293.0K | 0.16% | +8+0.2% | Added |
| Blueprint Investment Partners LLC | 3,710 | $293.0K | 0.08% | +3,710 | New |
| Tradition Wealth Management, LLC | 3,735 | $295.0K | 0.04% | −750−16.7% | Reduced |
| Highland Private Wealth Management | 3,738 | $296.0K | 0.05% | −269−6.7% | Reduced |
| Overbrook Management Corp | 3,764 | $297.0K | 0.08% | 00.0% | Unchanged |
| City State Bank | 3,775 | $298.0K | 0.21% | −55−1.4% | Reduced |
| Hamilton Capital, LLC | 3,788 | $299.0K | 0.02% | −1,386−26.8% | Reduced |
| Interchange Capital Partners, LLC | 3,792 | $299.0K | 0.33% | −682−15.2% | Reduced |
| Joule Financial, LLC | 3,790 | $299.0K | 0.22% | +245+6.9% | Added |
| Hexagon Capital Partners LLC | 3,783 | $299.0K | 0.09% | +2,108+125.9% | Added |
| Benchmark Investment Advisors LLC | 3,798 | $300.0K | 0.32% | −9,300−71.0% | Reduced |
| Park National Corp | 3,801 | $300.0K | 0.02% | −7−0.2% | Reduced |
| BBR Partners, LLC | 3,802 | $300.0K | 0.04% | +3,802 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,805 | $301.0K | 0.09% | +3,805 | New |
| Amplius Wealth Advisors, LLC | 3,851 | $304.0K | 0.05% | −246−6.0% | Reduced |
| LWM Advisory Services, LLC | 3,863 | $305.0K | 0.35% | +820+26.9% | Added |
| DRW Securities, L.L.C. | 3,855 | $305.0K | 0.10% | +3,855 | New |
| St Germain D J Co Inc | 4,027 | $306.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,874 | $306.0K | 0.12% | +22+0.6% | Added |
| MCF Advisors LLC | 3,868 | $306.0K | 0.03% | +11+0.3% | Added |
| Redhawk Wealth Advisors, Inc. | 3,873 | $306.0K | 0.13% | +120+3.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 3,882 | $307.0K | 0.03% | −4,264−52.3% | Reduced |
| Global Retirement Partners, LLC | 3,739 | $307.0K | 0.02% | −150−3.9% | Reduced |
| Capital Asset Advisory Services LLC | 3,888 | $307.0K | 0.04% | +3,888 | New |
| Focus Financial Network, Inc. | 3,909 | $308.9K | 0.03% | +663+20.4% | Added |
| Everhart Financial Group, Inc. | 3,914 | $309.0K | 0.17% | +731+23.0% | Added |
| Willner & Heller, LLC | 3,918 | $310.0K | 0.50% | +33+0.8% | Added |
| Independent Financial Group, LLC | 3,933 | $310.7K | 0.03% | +898+29.6% | Added |
| ACG Wealth | 3,937 | $311.0K | 0.07% | +5+0.1% | Added |
| Platte River Wealth Advisors, LLC | 3,930 | $311.0K | 0.14% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 3,938 | $311.0K | 0.15% | +2+0.1% | Added |
| BLB&B Advisors, LLC | 3,976 | $314.0K | 0.03% | −168−4.1% | Reduced |
| Fortem Financial Group, LLC | 3,992 | $315.0K | 0.22% | −1,069−21.1% | Reduced |
| Kaizen Financial Strategies | 3,988 | $315.0K | 0.32% | +33+0.8% | Added |
| Westover Capital Advisors, LLC | 4,000 | $316.0K | 0.12% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 4,021 | $318.0K | 0.02% | −3,886−49.1% | Reduced |
| Wealthsource Partners, LLC | 4,042 | $319.0K | 0.02% | +31+0.8% | Added |