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 |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 5,245 | $414.0K | 0.07% | +97+1.9% | Added |
| Tower Bridge Advisors | 5,242 | $414.2K | 0.04% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 5,255 | $415.0K | 0.04% | 00.0% | Unchanged |
| Claro Advisors LLC | 5,494 | $418.0K | 0.17% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,304 | $419.0K | 0.13% | +18+0.3% | Added |
| HighTower Trust Services, LTA | 5,341 | $422.0K | 0.05% | +5,341 | New |
| Kingsview Wealth Management, LLC | 5,369 | $424.0K | 0.02% | −1,003−15.7% | Reduced |
| Financial Management Professionals, Inc. | 5,367 | $424.0K | 0.10% | +304+6.0% | Added |
| First Foundation Advisors | 5,361 | $424.0K | 0.02% | +1,424+36.2% | Added |
| Laurel Wealth Advisors, Inc. | 5,385 | $425.0K | 0.05% | −92−1.7% | Reduced |
| Evoke Wealth, LLC | 5,409 | $427.0K | 0.02% | +21+0.4% | Added |
| Financial Advisors, LLC | 5,590 | $428.0K | 0.15% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 5,431 | $429.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,452 | $430.8K | 0.13% | −430−7.3% | Reduced |
| Arbor Investment Advisors, LLC | 5,471 | $432.0K | 0.10% | −1,071−16.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,468 | $432.0K | 0.11% | +35+0.6% | Added |
| Zions Bancorporation, N.A. | 5,510 | $435.0K | 0.05% | −1,526−21.7% | Reduced |
| Prelude Capital Management, LLC | 5,511 | $435.0K | 0.02% | +5,511 | New |
| LS Investment Advisors, LLC | 5,550 | $439.0K | 0.09% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,570 | $440.0K | 0.09% | −6,000−51.9% | Reduced |
| Regal Investment Advisors LLC | 5,568 | $440.0K | 0.05% | +15+0.3% | Added |
| Sippican Capital Advisors | 5,578 | $441.0K | 0.46% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 5,625 | $444.0K | 0.05% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 5,621 | $444.0K | 0.30% | +125+2.3% | Added |
| Concord Wealth Partners | 5,663 | $447.0K | 0.14% | −502−8.1% | Reduced |
| Summit Trail Advisors, LLC | 5,661 | $447.0K | 0.02% | −387−6.4% | Reduced |
| Cutler Group LP | 5,669 | $447.0K | 0.05% | +1,946+52.3% | Added |
| Boston Financial Mangement LLC | 5,673 | $448.0K | 0.02% | +479+9.2% | Added |
| Kistler-Tiffany Companies, LLC | 5,719 | $452.0K | 0.10% | +3+0.1% | Added |
| Cornerstone Wealth Management, LLC | 5,735 | $453.0K | 0.05% | −1,269−18.1% | Reduced |
| Bartlett & Co. LLC | 5,735 | $453.0K | 0.01% | −168−2.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,735 | $453.1K | 0.01% | −168−2.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,744 | $454.0K | 0.21% | +32+0.6% | Added |
| Anchor Investment Management, LLC | 5,771 | $456.0K | 0.07% | +1,288+28.7% | Added |
| Insight 2811, Inc. | 5,774 | $456.0K | 0.31% | +11+0.2% | Added |
| First National Advisers, LLC | 5,768 | $456.0K | 0.68% | +1,534+36.2% | Added |
| Carlson Capital Management | 5,800 | $458.0K | 0.04% | −323−5.3% | Reduced |
| Arete Wealth Advisors, LLC | 5,790 | $458.0K | 0.04% | +2,785+92.7% | Added |
| Thomas White International Ltd | 5,820 | $460.0K | 0.11% | 00.0% | Unchanged |
| Pendal Group Limited | 5,836 | $461.0K | 0.00% | −352−5.7% | Reduced |
| Smithfield Trust Co | 5,823 | $461.0K | 0.03% | −20−0.3% | Reduced |
| Rossmore Private Capital | 5,843 | $462.0K | 0.08% | +150+2.6% | Added |
| Bell Bank | 5,892 | $465.0K | 0.06% | −262−4.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,924 | $468.0K | 0.02% | +201+3.5% | Added |
| M&R Capital Management Inc | 5,935 | $468.0K | 0.13% | +251+4.4% | Added |
| Castle Wealth Management LLC | 5,927 | $468.0K | 0.28% | +5,343+914.9% | Added |
| First Interstate Bank | 5,928 | $469.0K | 0.04% | +313+5.6% | Added |
| Bank of Nova Scotia Trust Co | 5,965 | $471.0K | 0.05% | +175+3.0% | Added |
| HBK Sorce Advisory LLC | 5,957 | $471.0K | 0.03% | +2,028+51.6% | Added |
| Adirondack Trust Co | 5,975 | $472.0K | 0.26% | +38+0.6% | Added |
| Cooper Financial Group | 5,997 | $474.0K | 0.17% | +282+4.9% | Added |
| TD Ameritrade Investment Management, LLC | 6,008 | $475.0K | 0.00% | −1,529−20.3% | Reduced |
| Avidian Wealth Solutions, LLC | 6,009 | $475.0K | 0.03% | +7+0.1% | Added |
| Rosenblum Silverman Sutton S F Inc | 6,034 | $477.0K | 0.17% | −925−13.3% | Reduced |
| Berger Financial Group, Inc | 6,043 | $477.0K | 0.07% | +32+0.5% | Added |
| Sunbelt Securities, Inc. | 6,065 | $479.0K | 0.10% | −393−6.1% | Reduced |
| M Holdings Securities, Inc. | 6,072 | $480.0K | 0.05% | +589+10.7% | Added |
| Graypoint LLC | 6,074 | $480.0K | 0.06% | +1,146+23.3% | Added |
| Morris Retirement Advisors, LLC | 6,144 | $482.0K | 0.41% | +397+6.9% | Added |
| RFG Advisory, LLC | 5,667 | $483.0K | 0.03% | +618+12.2% | Added |
| Lavaca Capital LLC | 6,127 | $485.0K | 0.27% | −6,956−53.2% | Reduced |
| Peoples Financial Services Corp. | 6,146 | $486.0K | 0.25% | +1,642+36.5% | Added |
| Curbstone Financial Management Corp | 6,162 | $487.0K | 0.12% | +200+3.4% | Added |
| Geller Advisors LLC | 6,166 | $487.0K | 0.11% | +1,372+28.6% | Added |
| BSW Wealth Partners | 6,175 | $488.0K | 0.12% | +23+0.4% | Added |
| Rehmann Capital Advisory Group | 6,187 | $488.9K | 0.05% | −163−2.6% | Reduced |
| RMR Wealth Builders | 6,212 | $491.0K | 0.12% | +52+0.8% | Added |
| Chicago Wealth Management, Inc. | 6,243 | $493.0K | 0.47% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 6,239 | $493.0K | 0.00% | +444+7.7% | Added |
| Cookson Peirce & Co Inc | 6,242 | $493.0K | 0.03% | +3,576+134.1% | Added |
| Heritage Wealth Advisors | 6,283 | $496.4K | 0.04% | −1,806−22.3% | Reduced |
| Wharton Business Group, LLC | 6,329 | $500.0K | 0.03% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 6,330 | $500.0K | 0.13% | +2,760+77.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,431 | $508.0K | 0.04% | +10.0% | Added |
| Brown Capital Management LLC | 6,455 | $510.0K | 0.01% | −92−1.4% | Reduced |
| Lee Danner & Bass Inc | 6,475 | $512.0K | 0.05% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 6,513 | $515.0K | 0.02% | +4+0.1% | Added |
| Pinebridge Investments, L.P. | 6,525 | $516.0K | 0.01% | −100,878−93.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,530 | $516.0K | 0.03% | +519+8.6% | Added |
| Community Bank of Raymore | 6,540 | $517.0K | 0.18% | 00.0% | Unchanged |
| Pacitti Group Inc. | 6,539 | $517.0K | 0.42% | +570+9.5% | Added |
| Busey Wealth Management | 6,562 | $518.0K | 0.03% | −341−4.9% | Reduced |
| Harbor Advisors LLC | 6,608 | $522.0K | 0.14% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 6,612 | $522.0K | 0.13% | +82+1.3% | Added |
| Miracle Mile Advisors, LLC | 6,627 | $524.0K | 0.02% | +467+7.6% | Added |
| ICA Group Wealth Management, LLC | 6,642 | $525.0K | 0.11% | +94+1.4% | Added |
| Stonegate Investment Group, LLC | 6,686 | $528.0K | 0.02% | +16+0.2% | Added |
| Laidlaw Wealth Management LLC | 6,684 | $528.0K | 0.12% | +1,738+35.1% | Added |
| Strategy Asset Managers LLC | 6,693 | $529.0K | 0.14% | +20.0% | Added |
| Evergreen Capital Management LLC | 6,729 | $531.0K | 0.03% | +2,390+55.1% | Added |
| Visionary Wealth Advisors | 6,815 | $538.0K | 0.06% | −694−9.2% | Reduced |
| Somerville Kurt F | 6,840 | $540.0K | 0.11% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 6,868 | $543.0K | 0.30% | −258−3.6% | Reduced |
| Aspire Private Capital, LLC | 6,897 | $545.0K | 0.21% | −694−9.1% | Reduced |
| Orca Investment Management, LLC | 6,906 | $546.0K | 0.71% | −254−3.5% | Reduced |
| IFG Advisors, LLC | 6,932 | $548.0K | 0.28% | 00.0% | Unchanged |
| HM Payson & Co | 7,037 | $556.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 7,039 | $556.1K | 0.02% | +718+11.4% | Added |
| Hyman Charles D | 7,079 | $559.0K | 0.04% | +104+1.5% | Added |
| Lokken Investment Group LLC | 7,085 | $560.0K | 0.48% | +107+1.5% | Added |