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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 4,047 | $320.0K | 0.20% | +1,127+38.6% | Added |
| Farmers National Bank | 4,053 | $320.2K | 0.13% | +58+1.5% | Added |
| Allred Capital Management, LLC | 4,068 | $321.0K | 0.20% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 4,068 | $321.0K | 0.04% | +67+1.7% | Added |
| Powell Investment Advisors, LLC | 4,066 | $321.0K | 0.21% | +1,362+50.4% | Added |
| Destination Wealth Management | 4,090 | $323.0K | 0.01% | −8−0.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,084 | $323.0K | 0.06% | −3−0.1% | Reduced |
| Davis R M Inc | 4,087 | $323.0K | 0.01% | +116+2.9% | Added |
| Integrated Investment Consultants, LLC | 4,092 | $323.0K | 0.13% | +325+8.6% | Added |
| Advus Financial Partners, LLC | 4,096 | $323.7K | 0.17% | −21−0.5% | Reduced |
| Shepherd Financial Partners LLC | 4,102 | $324.0K | 0.06% | +235+6.1% | Added |
| Centric Wealth Management | 4,110 | $325.0K | 0.13% | −391−8.7% | Reduced |
| Keeley-Teton Advisors, LLC | 4,117 | $325.0K | 0.04% | +4,117 | New |
| Main Street Financial Solutions, LLC | 4,120 | $326.0K | 0.05% | −12−0.3% | Reduced |
| Peak Planning Group, LLC | 4,149 | $327.8K | 0.30% | +4,149 | New |
| Parsec Financial Management, Inc. | 4,166 | $329.0K | 0.02% | −1,215−22.6% | Reduced |
| Frisch Financial Group, Inc. | 4,161 | $329.0K | 0.14% | +208+5.3% | Added |
| Alera Investment Advisors, LLC | 4,153 | $329.0K | 0.09% | +4,153 | New |
| Grandfield & Dodd, LLC | 4,168 | $330.0K | 0.03% | −300−6.7% | Reduced |
| Stelac Advisory Services LLC | 4,187 | $331.0K | 0.15% | −877−17.3% | Reduced |
| Eads & Heald Wealth Management | 4,193 | $331.0K | 0.19% | −103−2.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,188 | $331.0K | 0.03% | +114+2.8% | Added |
| First Citizens Financial Corp | 4,208 | $332.0K | 0.33% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,208 | $332.0K | 0.14% | +121+3.0% | Added |
| Measured Wealth Private Client Group, LLC | 4,208 | $332.0K | 0.15% | +4,208 | New |
| Aaron Wealth Advisors | 4,209 | $333.0K | 0.06% | +16+0.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 4,231 | $334.0K | 0.21% | +36+0.9% | Added |
| Cable Hill Partners, LLC | 4,235 | $335.0K | 0.07% | +475+12.6% | Added |
| Bowling Portfolio Management LLC | 4,262 | $337.0K | 0.09% | −15,173−78.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,264 | $337.0K | 0.00% | −1,475−25.7% | Reduced |
| Alliance Wealth Advisors, LLC | 4,263 | $337.0K | 0.31% | −70−1.6% | Reduced |
| Covington Capital Management | 4,269 | $337.0K | 0.01% | +1,073+33.6% | Added |
| King Wealth | 4,291 | $339.0K | 0.09% | +242+6.0% | Added |
| Eastern Bank | 4,316 | $340.0K | 0.02% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,300 | $340.0K | 0.04% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 4,300 | $340.0K | 0.24% | +300+7.5% | Added |
| DF Dent & Co Inc | 4,325 | $342.0K | 0.01% | +4,325 | New |
| Freestone Capital Holdings, LLC | 4,341 | $343.0K | 0.02% | −18−0.4% | Reduced |
| Investment Partners, Ltd. | 4,342 | $343.0K | 0.10% | +4,342 | New |
| Granger Management LLC | 4,366 | $345.0K | 0.11% | −24,126−84.7% | Reduced |
| Alerus Financial NA | 4,380 | $346.0K | 0.03% | −29,021−86.9% | Reduced |
| Eudaimonia Partners, LLC | 4,392 | $347.0K | 0.09% | −6,402−59.3% | Reduced |
| Aj Wealth Strategies, LLC | 4,400 | $348.0K | 0.02% | 00.0% | Unchanged |
| CPWM, LLC | 4,421 | $349.0K | 0.03% | −1,700−27.8% | Reduced |
| Davidson Investment Advisors | 4,433 | $350.0K | 0.03% | −151−3.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,444 | $351.0K | 0.13% | −63−1.4% | Reduced |
| Radnor Capital Management, LLC | 4,440 | $351.0K | 0.10% | 00.0% | Unchanged |
| Skba Capital Management LLC | 4,450 | $352.0K | 0.07% | −650−12.7% | Reduced |
| Americana Partners, LLC | 4,462 | $352.0K | 0.06% | +234+5.5% | Added |
| Change Path, LLC | 4,464 | $353.0K | 0.02% | −6,641−59.8% | Reduced |
| Deseret Mutual Benefit Administrators | 4,475 | $354.0K | 0.10% | −874−16.3% | Reduced |
| Eqis Capital Management, Inc. | 4,495 | $355.2K | 0.04% | −630−12.3% | Reduced |
| American National Bank | 4,562 | $360.0K | 0.09% | +989+27.7% | Added |
| Mission Wealth Management, LP | 4,557 | $360.0K | 0.02% | +1,284+39.2% | Added |
| Perritt Capital Management Inc | 4,563 | $361.0K | 0.23% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 4,597 | $363.0K | 0.06% | +406+9.7% | Added |
| Bahl & Gaynor Inc | 4,610 | $364.0K | 0.00% | −375−7.5% | Reduced |
| Roosevelt Investment Group LLC | 4,621 | $365.0K | 0.03% | +4,621 | New |
| KG&L Capital Management,LLC | 4,651 | $367.0K | 0.21% | −585−11.2% | Reduced |
| Avantax Planning Partners, Inc. | 4,647 | $367.0K | 0.02% | −424−8.4% | Reduced |
| KLCM Advisors, Inc. | 4,647 | $367.0K | 0.09% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,657 | $368.0K | 0.01% | +121+2.7% | Added |
| Legacy Financial Advisors, Inc. | 4,670 | $369.0K | 0.09% | +548+13.3% | Added |
| Mach-1 Financial Group, Inc. | 4,697 | $370.0K | 0.39% | −21−0.4% | Reduced |
| Ronald Blue Trust, Inc. | 4,882 | $371.0K | 0.01% | +1,192+32.3% | Added |
| Trilogy Capital Inc. | 4,728 | $374.0K | 0.03% | −161−3.3% | Reduced |
| LVZ Advisors, Inc. | 4,732 | $374.0K | 0.06% | 00.0% | Unchanged |
| Roundview Capital LLC | 4,759 | $376.0K | 0.05% | +435+10.1% | Added |
| West Family Investments, Inc. | 4,754 | $376.0K | 0.16% | +721+17.9% | Added |
| Ledyard National Bank | 4,784 | $378.0K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,782 | $378.0K | 0.06% | +762+19.0% | Added |
| Executive Wealth Group LLC | 4,791 | $378.6K | 0.33% | +40+0.8% | Added |
| DT Investment Partners, LLC | 4,791 | $379.0K | 0.06% | −1,540−24.3% | Reduced |
| Omnia Family Wealth, LLC | 4,794 | $379.0K | 0.31% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 3,918 | $381.0K | 0.38% | 00.0% | Unchanged |
| Peoples Bank | 4,820 | $381.0K | 0.26% | −100−2.0% | Reduced |
| Vivaldi Capital Management, LLC | 4,846 | $382.0K | 0.10% | −133−2.7% | Reduced |
| Wilkinson Global Asset Management LLC | 4,835 | $382.0K | 0.03% | +250+5.5% | Added |
| Tiemann Investment Advisors, LLC | 4,851 | $383.0K | 0.25% | −12,893−72.7% | Reduced |
| Rothschild Investment Corp | 4,851 | $383.0K | 0.04% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 4,874 | $385.0K | 0.08% | −450−8.5% | Reduced |
| Round Table Services, LLC | 4,893 | $387.0K | 0.08% | +14+0.3% | Added |
| Mirova | 4,920 | $388.0K | 0.07% | −3,267−39.9% | Reduced |
| Wealth Alliance | 4,910 | $388.0K | 0.08% | +138+2.9% | Added |
| QVR LLC | 4,908 | $388.0K | 0.35% | +4,282+684.0% | Added |
| X-Square Capital, LLC | 4,937 | $390.0K | 0.25% | +20.0% | Added |
| Hudock, Inc. | 4,986 | $393.0K | 0.13% | +37+0.7% | Added |
| Churchill Management Corp | 5,000 | $395.0K | 0.01% | +5,000 | New |
| Exencial Wealth Advisors, LLC | 5,023 | $397.0K | 0.02% | +17+0.3% | Added |
| AXS Investments LLC | 5,038 | $398.0K | 0.15% | −902−15.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,049 | $398.0K | 0.04% | +49+1.0% | Added |
| Boenning & Scattergood, Inc. | 5,107 | $404.0K | 0.08% | +1,437+39.2% | Added |
| Clear Harbor Asset Management, LLC | 5,141 | $406.0K | 0.06% | −100−1.9% | Reduced |
| OPSEU Pension Plan Trust Fund | 5,039 | $406.0K | 0.11% | +170+3.5% | Added |
| XR Securities LLC | 5,137 | $406.0K | 0.38% | +2,210+75.5% | Added |
| North Star Investment Management Corp. | 5,152 | $407.0K | 0.04% | −147−2.8% | Reduced |
| Jackson Square Capital, LLC | 5,167 | $408.0K | 0.20% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,178 | $409.0K | 0.11% | +1,185+29.7% | Added |
| Ameritas Advisory Services, LLC | 5,205 | $411.0K | 0.02% | −65−1.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,218 | $412.3K | 0.09% | +710+15.7% | Added |