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 |
|---|---|---|---|---|---|
| Pennsylvania Capital Management Inc | 9,859 | $779.0K | 0.43% | +756+8.3% | Added |
| Wealthspire Advisors, LLC | 9,875 | $780.0K | 0.02% | −1,066−9.7% | Reduced |
| Resources Investment Advisors, LLC. | 9,898 | $782.0K | 0.03% | +451+4.8% | Added |
| New England Research & Management, Inc. | 9,942 | $786.0K | 0.50% | −300−2.9% | Reduced |
| Private Trust Co NA | 9,955 | $787.0K | 0.13% | +294+3.0% | Added |
| Diversified Trust Co | 9,974 | $788.0K | 0.04% | −6,057−37.8% | Reduced |
| Caption Management, LLC | 10,000 | $790.0K | 0.14% | −28,500−74.0% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $790.0K | 0.02% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 10,000 | $790.0K | 0.21% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 9,992 | $790.0K | 0.06% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 10,065 | $795.0K | 0.09% | +2,103+26.4% | Added |
| Davenport & Co LLC | 10,069 | $796.0K | 0.01% | −1,971−16.4% | Reduced |
| Caerus Investment Advisors, LLC | 10,079 | $796.0K | 1.00% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 10,108 | $799.0K | 0.07% | −755−7.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,123 | $799.0K | 0.58% | +46+0.5% | Added |
| Voya Financial Advisors, Inc. | 10,046 | $802.0K | 0.10% | +50.0% | Added |
| Washington Trust Co | 10,183 | $804.0K | 0.04% | +700+7.4% | Added |
| Orion Portfolio Solutions, LLC | 10,184 | $805.0K | 0.03% | +1,932+23.4% | Added |
| Precision Wealth Strategies, LLC | 10,175 | $808.0K | 0.71% | −890−8.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 10,251 | $810.0K | 0.29% | +204+2.0% | Added |
| Gotham Asset Management, LLC | 10,278 | $812.0K | 0.02% | +248+2.5% | Added |
| Venturi Wealth Management, LLC | 10,445 | $825.0K | 0.08% | +616+6.3% | Added |
| Red Cedar Investment Management, LLC | 10,480 | $828.0K | 0.14% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 10,075 | $842.0K | 0.09% | +31+0.3% | Added |
| Wedbush Securities Inc | 10,679 | $844.0K | 0.05% | +1,667+18.5% | Added |
| Mather Group, LLC. | 10,703 | $845.0K | 0.02% | −2,893−21.3% | Reduced |
| Diametric Capital, LP | 10,761 | $850.0K | 0.43% | +10,761 | New |
| Roberts Capital Advisors, LLC | 10,785 | $852.0K | 1.23% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 10,822 | $855.0K | 1.04% | +149+1.4% | Added |
| McDonald Partners LLC | 10,867 | $859.0K | 0.33% | −6,867−38.7% | Reduced |
| Atlas Private Wealth Advisors | 10,886 | $860.0K | 0.52% | +25+0.2% | Added |
| Baker Tilly Wealth Management, LLC | 10,908 | $862.0K | 0.12% | −1,105−9.2% | Reduced |
| P.A.W. Capital Corp | 11,000 | $869.0K | 1.30% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 11,041 | $872.0K | 0.34% | −654−5.6% | Reduced |
| Old National Bancorp | 11,040 | $872.0K | 0.03% | +41+0.4% | Added |
| First Horizon Advisors, Inc. | 11,103 | $876.0K | 0.04% | −1,112−9.1% | Reduced |
| NCM Capital Management, LLC | 11,195 | $885.0K | 0.67% | 00.0% | Unchanged |
| Maven Securities LTD | 11,225 | $887.0K | 0.04% | +5,896+110.6% | Added |
| IFP Advisors, Inc | 16,422 | $888.0K | 0.03% | +4,366+36.2% | Added |
| GFG Capital, LLC | 11,272 | $891.0K | 0.29% | 00.0% | Unchanged |
| Brighton Jones LLC | 11,294 | $892.0K | 0.05% | +872+8.4% | Added |
| Helios Capital Management Pte. Ltd | 11,300 | $893.0K | 1.71% | +11,300 | New |
| Lansing Street Advisors | 11,310 | $894.0K | 0.69% | +100+0.9% | Added |
| Berkeley Capital Partners, LLC | 11,312 | $894.0K | 0.39% | +1,211+12.0% | Added |
| Ar Asset Management Inc | 11,400 | $901.0K | 0.27% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 11,444 | $904.0K | 0.08% | +783+7.3% | Added |
| Wealthcare Advisory Partners LLC | 11,493 | $908.0K | 0.05% | −1,486−11.4% | Reduced |
| Allworth Financial LP | 11,498 | $908.0K | 0.01% | +1,386+13.7% | Added |
| Quent Capital, LLC | 11,497 | $908.0K | 0.19% | +3,779+49.0% | Added |
| AMG National Trust Bank | 11,495 | $908.0K | 0.03% | +4,903+74.4% | Added |
| Vident Investment Advisory, LLC | 16,272 | $909.0K | 0.03% | +896+5.8% | Added |
| Pekin Hardy Strauss, Inc. | 11,542 | $912.0K | 0.15% | +1,000+9.5% | Added |
| Cape Ann Savings Bank | 11,596 | $916.2K | 0.73% | +73+0.6% | Added |
| Pacific Global Investment Management CO | 11,611 | $917.0K | 0.22% | +84+0.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 11,626 | $919.0K | 0.01% | −1,146−9.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,747 | $928.0K | 0.11% | −56−0.5% | Reduced |
| Donald L. Hagan, LLC | 11,760 | $929.0K | 0.66% | +514+4.6% | Added |
| Berkshire Asset Management LLC | 11,803 | $933.0K | 0.07% | −983−7.7% | Reduced |
| Perigon Wealth Management, LLC | 11,841 | $936.0K | 0.08% | +2,744+30.2% | Added |
| Virtu Financial LLC | 11,871 | $938.0K | 0.09% | −12,763−51.8% | Reduced |
| Sawtooth Solutions, LLC | 11,868 | $938.0K | 0.14% | +1,829+18.2% | Added |
| Buckley Wealth Management, LLC | 11,904 | $941.0K | 0.35% | −3,552−23.0% | Reduced |
| Amica Retiree Medical Trust | 11,963 | $945.0K | 1.18% | −1,554−11.5% | Reduced |
| WCG Wealth Advisors LLC | 11,100 | $947.0K | 0.13% | 00.0% | Unchanged |
| Delta Asset Management LLC | 12,016 | $949.0K | 0.11% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 12,006 | $949.0K | 0.14% | +1,915+19.0% | Added |
| Triangle Securities Wealth Management | 12,050 | $952.0K | 0.39% | −125−1.0% | Reduced |
| Empowered Funds, LLC | 12,064 | $954.0K | 0.09% | +2,845+30.9% | Added |
| Dakota Wealth Management | 12,140 | $959.0K | 0.08% | +1,427+13.3% | Added |
| Kesler, Norman & Wride, LLC | 12,216 | $965.0K | 0.27% | −768−5.9% | Reduced |
| Aigen Investment Management, LP | 12,299 | $972.0K | 0.14% | +12,299 | New |
| Viewpoint Capital Management LLC | 12,335 | $975.0K | 0.96% | +50+0.4% | Added |
| Salem Investment Counselors Inc | 12,476 | $986.0K | 0.04% | +360+3.0% | Added |
| Bard Financial Services, Inc. | 12,495 | $987.0K | 0.09% | +1,125+9.9% | Added |
| Fulton Bank, N.A. | 12,562 | $993.0K | 0.06% | −327−2.5% | Reduced |
| Principle Wealth Partners LLC | 12,588 | $995.0K | 0.13% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $996.0K | 0.43% | 00.0% | Unchanged |
| Golden Green, Inc. | 12,637 | $998.0K | 1.08% | −420−3.2% | Reduced |
| Affinity Investment Advisors, LLC | 12,653 | $1.00M | 0.52% | −21,863−63.3% | Reduced |
| Northwest & Ethical Investments L.P. | 12,719 | $1.00M | 0.04% | −1,809−12.5% | Reduced |
| Quadrant Capital Group LLC | 12,726 | $1.00M | 0.13% | +1,011+8.6% | Added |
| Dorsey & Whitney Trust CO LLC | 12,727 | $1.01M | 0.11% | +103+0.8% | Added |
| Whittier Trust Co | 12,754 | $1.01M | 0.02% | +580+4.8% | Added |
| First National Trust Co | 12,788 | $1.01M | 0.06% | −19−0.1% | Reduced |
| Wintrust Investments LLC | 12,815 | $1.01M | 0.13% | +610+5.0% | Added |
| FourThought Financial, LLC | 12,843 | $1.01M | 0.15% | −245−1.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 12,875 | $1.02M | 0.30% | −1,257−8.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,000 | $1.03M | 0.01% | +2,500+23.8% | Added |
| Waterfront Wealth Inc. | 12,583 | $1.03M | 0.39% | −1,494−10.6% | Reduced |
| Citizens Financial Group Inc | 13,127 | $1.04M | 0.05% | −486−3.6% | Reduced |
| Atlas Private Wealth Management | 13,175 | $1.04M | 0.75% | +536+4.2% | Added |
| Lake Street Advisors Group, LLC | 13,262 | $1.05M | 0.08% | −284−2.1% | Reduced |
| Wealth Effects LLC | 13,303 | $1.05M | 0.64% | −14−0.1% | Reduced |
| Investors Research Corp | 13,416 | $1.06M | 0.32% | 00.0% | Unchanged |
| Excalibur Management Corp | 13,481 | $1.06M | 0.60% | −31−0.2% | Reduced |
| Horizon Investments, LLC | 13,612 | $1.06M | 0.03% | +1,536+12.7% | Added |
| Strategic Investment Advisors | 13,508 | $1.07M | 0.24% | −762−5.3% | Reduced |
| Systematic Financial Management LP | 13,500 | $1.07M | 0.04% | 00.0% | Unchanged |
| Howland Capital Management LLC | 13,527 | $1.07M | 0.07% | 00.0% | Unchanged |
| Eidelman Virant Capital | 13,400 | $1.07M | 0.79% | 00.0% | Unchanged |