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 |
|---|---|---|---|---|---|
| Royal Fund Management, LLC | 7,110 | $561.0K | 0.10% | +7,110 | New |
| Curi Capital | 7,111 | $562.0K | 0.09% | +1,270+21.7% | Added |
| Mechanics Financial Corp | 7,121 | $563.0K | 0.37% | +35+0.5% | Added |
| Salzhauer Michael | 7,140 | $564.0K | 0.36% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 7,200 | $569.0K | 0.08% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 7,205 | $569.0K | 0.07% | +3,259+82.6% | Added |
| Prio Wealth Limited Partnership | 7,329 | $579.1K | 0.02% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 7,348 | $581.0K | 0.05% | −2,260−23.5% | Reduced |
| West Oak Capital, LLC | 7,369 | $582.0K | 0.32% | +195+2.7% | Added |
| Quilter Plc | 7,380 | $583.0K | 0.02% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 7,400 | $585.0K | 0.38% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,571 | $590.0K | 0.02% | −1,745−21.0% | Reduced |
| Mastrapasqua Asset Management Inc | 7,500 | $593.0K | 0.09% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 7,512 | $594.0K | 0.06% | +17+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 7,572 | $598.0K | 0.00% | −112,402−93.7% | Reduced |
| Bank of Hawaii | 7,563 | $598.0K | 0.04% | +1,736+29.8% | Added |
| Great Valley Advisor Group, Inc. | 7,576 | $599.0K | 0.03% | +304+4.2% | Added |
| NewEdge Wealth, LLC | 7,637 | $603.0K | 0.03% | −958−11.1% | Reduced |
| Canton Hathaway, LLC | 7,627 | $603.0K | 0.22% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 7,629 | $603.0K | 0.42% | +7,629 | New |
| Berkshire Bank | 7,657 | $605.0K | 0.19% | +1,398+22.3% | Added |
| Hilltop Holdings Inc. | 7,685 | $607.0K | 0.08% | +478+6.6% | Added |
| Haverford Trust Co | 7,685 | $607.0K | 0.01% | +3,621+89.1% | Added |
| TrimTabs Asset Management, LLC | 7,724 | $610.0K | 0.42% | −2,932−27.5% | Reduced |
| 1832 Asset Management L.P. | 7,730 | $611.0K | 0.00% | −105−1.3% | Reduced |
| Alpha DNA Investment Management LLC | 7,770 | $613.0K | 0.53% | +7,770 | New |
| Burke & Herbert Bank & Trust Co | 7,769 | $614.0K | 0.51% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 7,798 | $616.2K | 0.18% | +250+3.3% | Added |
| Kovack Advisors, Inc. | 7,806 | $617.0K | 0.09% | +156+2.0% | Added |
| Maltin Wealth Management, Inc. | 7,820 | $618.0K | 0.49% | −148−1.9% | Reduced |
| Meridian Investment Counsel Inc. | 7,856 | $621.0K | 0.28% | +60+0.8% | Added |
| Schechter Investment Advisors, LLC | 7,892 | $624.0K | 0.06% | +738+10.3% | Added |
| Blueshift Asset Management, LLC | 7,914 | $625.0K | 0.13% | +7,914 | New |
| Strategic Blueprint, LLC | 7,931 | $627.0K | 0.08% | +20.0% | Added |
| Renaissance Investment Group LLC | 7,890 | $627.0K | 0.20% | 00.0% | Unchanged |
| Seeyond | 7,949 | $628.0K | 0.08% | −308−3.7% | Reduced |
| Wedmont Private Capital | 7,947 | $628.0K | 0.13% | +2,022+34.1% | Added |
| TD Private Client Wealth LLC | 8,019 | $633.6K | 0.03% | −397−4.7% | Reduced |
| Fort Point Capital Partners LLC | 8,021 | $634.0K | 0.12% | −175−2.1% | Reduced |
| Cim Investment Mangement Inc | 8,037 | $635.0K | 0.28% | 00.0% | Unchanged |
| Csenge Advisory Group | 8,058 | $637.0K | 0.05% | −7−0.1% | Reduced |
| Marino, Stram & Associates LLC | 8,090 | $639.0K | 0.23% | +420+5.5% | Added |
| Woodmont Investment Counsel LLC | 8,104 | $640.0K | 0.08% | +8,104 | New |
| TLWM | 7,532 | $642.0K | 0.30% | −5,096−40.4% | Reduced |
| Independent Investors Inc | 8,216 | $649.0K | 0.18% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,247 | $652.0K | 0.09% | −104−1.2% | Reduced |
| TRUE Private Wealth Advisors | 8,257 | $652.0K | 0.10% | +355+4.5% | Added |
| NorthRock Partners, LLC | 8,297 | $656.0K | 0.08% | +2,072+33.3% | Added |
| Welch & Forbes LLC | 8,319 | $657.0K | 0.01% | +1,060+14.6% | Added |
| IHT Wealth Management, LLC | 8,325 | $658.0K | 0.05% | +3,257+64.3% | Added |
| Essex Financial Services, Inc. | 8,342 | $659.0K | 0.08% | −349−4.0% | Reduced |
| Colony Group LLC | 8,335 | $659.0K | 0.01% | +864+11.6% | Added |
| Qtron Investments LLC | 8,355 | $660.0K | 0.16% | +609+7.9% | Added |
| Bull Street Advisors, LLC | 8,379 | $662.0K | 0.37% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 8,456 | $668.0K | 0.30% | +8+0.1% | Added |
| Moneta Group Investment Advisors LLC | 8,455 | $668.0K | 0.03% | +41+0.5% | Added |
| Lake Street Financial LLC | 8,498 | $671.0K | 0.15% | −3,084−26.6% | Reduced |
| Asset Management Corp | 8,539 | $675.0K | 0.54% | +40.0% | Added |
| StoneX Group Inc. | 8,544 | $675.1K | 0.09% | −499−5.5% | Reduced |
| New Vernon Investment Management LLC | 8,550 | $676.0K | 1.38% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 8,580 | $678.0K | 0.28% | +2,263+35.8% | Added |
| Shulman DeMeo Asset Management LLC | 8,677 | $686.0K | 0.24% | +58+0.7% | Added |
| Spire Wealth Management | 8,700 | $687.0K | 0.04% | −6,417−42.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 8,928 | $688.0K | 0.45% | +908+11.3% | Added |
| Proficio Capital Partners LLC | 8,752 | $691.0K | 0.13% | −5−0.1% | Reduced |
| Summit Financial, LLC | 8,750 | $691.3K | 0.07% | +4,306+96.9% | Added |
| Gryphon Financial Partners LLC | 8,761 | $692.0K | 0.18% | −832−8.7% | Reduced |
| Legacy Bridge, LLC | 8,769 | $693.0K | 0.55% | +175+2.0% | Added |
| Mutual Advisors, LLC | 8,770 | $693.0K | 0.04% | +1,712+24.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $697.0K | 0.09% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 8,836 | $698.0K | 0.65% | −365−4.0% | Reduced |
| E&G Advisors, LP | 8,900 | $703.0K | 0.26% | −100−1.1% | Reduced |
| Fort Washington Investment Advisors Inc | 8,909 | $704.0K | 0.01% | −260−2.8% | Reduced |
| Cambridge Trust Co | 8,941 | $706.0K | 0.03% | −151−1.7% | Reduced |
| Twin Capital Management Inc | 8,962 | $708.0K | 0.10% | −67,140−88.2% | Reduced |
| Outlook Wealth Advisors, LLC | 8,951 | $708.0K | 0.32% | −95−1.1% | Reduced |
| Valeo Financial Advisors, LLC | 8,964 | $708.0K | 0.05% | +492+5.8% | Added |
| Circle Wealth Management, LLC | 9,042 | $714.0K | 0.12% | −675−6.9% | Reduced |
| Henshaw Capital LLC | 9,061 | $715.9K | 0.05% | −163−1.8% | Reduced |
| Hills Bank & Trust Co | 9,121 | $721.0K | 0.11% | −292−3.1% | Reduced |
| W Advisors, LLC | 9,217 | $728.0K | 0.68% | +17+0.2% | Added |
| Robotti Robert | 9,215 | $728.0K | 0.17% | +1,000+12.2% | Added |
| Magnus Financial Group LLC | 9,231 | $729.0K | 0.14% | −537−5.5% | Reduced |
| SRN Advisors, LLC | 9,239 | $730.0K | 0.61% | −1,546−14.3% | Reduced |
| Waldron Private Wealth LLC | 9,245 | $730.0K | 0.05% | +974+11.8% | Added |
| Asset Dedication, LLC | 9,288 | $731.0K | 0.08% | +9,288 | New |
| Stableford Capital II LLC | 9,245 | $732.0K | 0.35% | −683−6.9% | Reduced |
| Brookstone Capital Management | 9,568 | $733.0K | 0.02% | −336−3.4% | Reduced |
| Garner Asset Management Corp | 9,283 | $734.0K | 0.39% | +9,283 | New |
| Parsons Capital Management Inc | 9,326 | $737.0K | 0.07% | +245+2.7% | Added |
| Trust Co of Vermont | 9,384 | $741.0K | 0.06% | +243+2.7% | Added |
| Sage Rhino Capital LLC | 9,399 | $743.0K | 0.30% | +132+1.4% | Added |
| Warther Private Wealth, LLC | 9,509 | $751.0K | 0.59% | −382−3.9% | Reduced |
| CTC Capital Management, LLC | 9,500 | $751.0K | 0.62% | +9,500 | New |
| Parcion Private Wealth LLC | 9,538 | $753.0K | 0.09% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 9,562 | $755.0K | 0.01% | −1,040−9.8% | Reduced |
| Sentry Investment Management LLC | 9,588 | $758.0K | 0.36% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 9,657 | $763.0K | 0.02% | +608+6.7% | Added |
| Lebenthal Global Advisors, LLC | 9,703 | $766.0K | 0.35% | −1,362−12.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 9,805 | $775.0K | 0.30% | −149−1.5% | Reduced |