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 |
|---|---|---|---|---|---|
| Boston Partners | 13,568 | $1.07M | 0.00% | +271+2.0% | Added |
| Conning Inc. | 13,613 | $1.08M | 0.04% | −1,579−10.4% | Reduced |
| Abbrea Capital, LLC | 13,657 | $1.08M | 0.20% | +422+3.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 13,744 | $1.09M | 0.43% | −597−4.2% | Reduced |
| Columbia Trust Co 01012016 | 13,845 | $1.09M | 0.62% | +552+4.2% | Added |
| Sequoia Financial Advisors, LLC | 24,884 | $1.09M | 0.03% | −926−3.6% | Reduced |
| S&CO Inc | 13,915 | $1.10M | 0.10% | −20.0% | Reduced |
| Harbor Investment Advisory, LLC | 13,915 | $1.10M | 0.18% | +2,140+18.2% | Added |
| Ironwood Investment Counsel, LLC | 14,158 | $1.12M | 0.32% | +937+7.1% | Added |
| SeaCrest Wealth Management, LLC | 14,269 | $1.13M | 0.17% | −53−0.4% | Reduced |
| Zullo Investment Group, Inc. | 14,415 | $1.14M | 0.74% | +49+0.3% | Added |
| South State Corp. | 14,470 | $1.14M | 0.11% | −833−5.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 14,496 | $1.15M | 0.49% | +283+2.0% | Added |
| Sowell Financial Services LLC | 14,501 | $1.15M | 0.12% | −3,050−17.4% | Reduced |
| Duff & Phelps Investment Management Co | 14,501 | $1.15M | 0.01% | −1,110−7.1% | Reduced |
| SevenBridge Financial Group, LLC | 14,565 | $1.15M | 0.39% | −74−0.5% | Reduced |
| Washburn Capital Management, Inc. | 14,605 | $1.15M | 1.10% | +680+4.9% | Added |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.16M | 0.56% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 14,725 | $1.16M | 0.53% | +3,500+31.2% | Added |
| Vise Technologies, Inc. | 14,774 | $1.17M | 0.44% | +3,572+31.9% | Added |
| Ashburton (Jersey) Ltd | 14,822 | $1.17M | 0.70% | +14,822 | New |
| GPS Wealth Strategies Group, LLC | 14,843 | $1.17M | 0.30% | −325−2.1% | Reduced |
| Profund Advisors LLC | 14,852 | $1.17M | 0.08% | −271−1.8% | Reduced |
| Wolff Wiese Magana LLC | 14,872 | $1.18M | 0.94% | +12,721+591.4% | Added |
| Financial Counselors Inc | 14,917 | $1.18M | 0.03% | −168−1.1% | Reduced |
| Ballentine Partners, LLC | 15,004 | $1.19M | 0.04% | +1,720+12.9% | Added |
| Parkside Investments, LLC | 15,000 | $1.19M | 0.25% | +3,000+25.0% | Added |
| Long Run Wealth Advisors, LLC | 15,015 | $1.19M | 0.47% | +2,316+18.2% | Added |
| Somerset Trust Co | 15,182 | $1.20M | 0.56% | +368+2.5% | Added |
| Diligent Investors, LLC | 15,276 | $1.21M | 0.43% | +20.0% | Added |
| Equitable Holdings, Inc. | 15,288 | $1.21M | 0.02% | +5,886+62.6% | Added |
| Kinneret Advisory, LLC | 15,340 | $1.21M | 0.17% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 15,523 | $1.23M | 0.03% | −111−0.7% | Reduced |
| Mystic Asset Management, Inc. | 15,520 | $1.23M | 0.79% | +190+1.2% | Added |
| CoreCap Advisors, LLC | 15,647 | $1.24M | 0.10% | +1,484+10.5% | Added |
| Cigna Investments Inc | 15,727 | $1.24M | 0.28% | −1,170−6.9% | Reduced |
| XTX Topco Ltd | 15,763 | $1.25M | 0.31% | +15,763 | New |
| 1st Source Bank | 15,779 | $1.25M | 0.09% | −120−0.8% | Reduced |
| Trust Asset Management LLC | 15,782 | $1.25M | 0.17% | +979+6.6% | Added |
| Central Bank & Trust Co | 15,906 | $1.26M | 0.27% | +5,733+56.4% | Added |
| Meridian Wealth Management, LLC | 15,954 | $1.26M | 0.14% | −525−3.2% | Reduced |
| United Capital Financial Advisers, LLC | 15,990 | $1.26M | 0.01% | −1,548−8.8% | Reduced |
| ARGI Investment Services, LLC | 16,032 | $1.27M | 0.04% | +616+4.0% | Added |
| White Pine Capital LLC | 16,060 | $1.27M | 0.53% | +195+1.2% | Added |
| IFG Advisory, LLC | 16,084 | $1.27M | 0.12% | +9,421+141.4% | Added |
| Am Investment Strategies LLC | 16,081 | $1.27M | 0.47% | +115+0.7% | Added |
| Argus Investors' Counsel, Inc. | 16,120 | $1.27M | 1.13% | −5,300−24.7% | Reduced |
| King Luther Capital Management Corp | 16,128 | $1.27M | 0.01% | −588−3.5% | Reduced |
| EverSource Wealth Advisors, LLC | 16,198 | $1.28M | 0.29% | +12,589+348.8% | Added |
| Allen Investment Management LLC | 16,314 | $1.29M | 0.02% | −343−2.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 16,353 | $1.29M | 0.36% | +16,353 | New |
| Foundations Investment Advisors, LLC | 16,415 | $1.30M | 0.06% | +4,681+39.9% | Added |
| Congress Wealth Management LLC | 16,468 | $1.30M | 0.04% | +5,061+44.4% | Added |
| Community Bank, N.A. | 16,495 | $1.30M | 0.20% | +2,039+14.1% | Added |
| Moors & Cabot, Inc. | 16,521 | $1.30M | 0.10% | −15,343−48.2% | Reduced |
| Altman Advisors, Inc. | 16,605 | $1.31M | 0.83% | +359+2.2% | Added |
| Quantinno Capital Management LP | 16,613 | $1.31M | 0.17% | +3,434+26.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 16,666 | $1.32M | 0.07% | −25,899−60.8% | Reduced |
| Bryn Mawr Trust Co | 16,683 | $1.32M | 0.06% | 00.0% | Unchanged |
| Strategic Advisors LLC | 16,884 | $1.33M | 0.30% | +174+1.0% | Added |
| Oak Asset Management, LLC | 16,953 | $1.34M | 0.65% | +16,953 | New |
| Merit Financial Group, LLC | 16,958 | $1.34M | 0.06% | −3,480−17.0% | Reduced |
| Ossiam | 17,087 | $1.35M | 0.04% | −241,728−93.4% | Reduced |
| Lazard Asset Management LLC | 17,118 | $1.35M | 0.00% | −3,062−15.2% | Reduced |
| Essex Investment Management Co LLC | 17,096 | $1.35M | 0.22% | −653−3.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 17,190 | $1.36M | 0.03% | +627+3.8% | Added |
| Checchi Capital Advisers, LLC | 17,195 | $1.36M | 0.15% | −2,992−14.8% | Reduced |
| Lloyd Park, LLC | 17,200 | $1.36M | 1.68% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 17,233 | $1.36M | 0.13% | −6,539−27.5% | Reduced |
| Systematic Alpha Investments, LLC | 17,326 | $1.37M | 0.08% | 00.0% | Unchanged |
| Intrust Bank NA | 17,403 | $1.38M | 0.21% | +788+4.7% | Added |
| Trust Investment Advisors | 17,430 | $1.38M | 1.44% | −13−0.1% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $1.40M | 1.26% | −21,839−55.2% | Reduced |
| PGGM Investments | 17,737 | $1.40M | 0.02% | +17,737 | New |
| Decatur Capital Management, Inc. | 17,742 | $1.40M | 1.06% | −10.0% | Reduced |
| Wipfli Financial Advisors LLC, | 17,760 | $1.40M | 0.10% | +17,760 | New |
| IMC-Chicago, LLC | 17,836 | $1.41M | 0.13% | +17,836 | New |
| NVWM, LLC | 17,875 | $1.41M | 0.56% | +734+4.3% | Added |
| Two Sigma Investments, LP | 17,947 | $1.42M | 0.00% | +17,947 | New |
| Institute for Wealth Management, LLC. | 17,988 | $1.42M | 0.32% | −90−0.5% | Reduced |
| Western Wealth Management, LLC | 17,989 | $1.42M | 0.08% | +229+1.3% | Added |
| Chemung Canal Trust Co | 18,101 | $1.43M | 0.36% | −2,630−12.7% | Reduced |
| Insight Inv LLC | 18,185 | $1.44M | 1.59% | −575−3.1% | Reduced |
| Acropolis Investment Management, LLC | 18,184 | $1.44M | 0.15% | +238+1.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 18,281 | $1.44M | 0.09% | +8,967+96.3% | Added |
| Veriti Management LLC | 18,359 | $1.45M | 0.21% | +268+1.5% | Added |
| Two Sigma Securities, LLC | 18,377 | $1.45M | 0.21% | +18,377 | New |
| Keebeck Alpha, LP | 18,420 | $1.46M | 0.78% | +1,062+6.1% | Added |
| Pitcairn Co | 18,611 | $1.47M | 0.16% | −619−3.2% | Reduced |
| Brasada Capital Management, LP | 18,638 | $1.47M | 0.35% | −7,473−28.6% | Reduced |
| Forum Financial Management, LP | 18,735 | $1.48M | 0.07% | −203−1.1% | Reduced |
| Charles Carroll Financial Partners, LLC | 18,828 | $1.49M | 2.40% | −1,950−9.4% | Reduced |
| Redwood Investment Management, LLC | 18,948 | $1.50M | 0.31% | +18,948 | New |
| AdvisorNet Financial, Inc | 19,006 | $1.50M | 0.15% | −4,495−19.1% | Reduced |
| Modera Wealth Management, LLC | 19,026 | $1.50M | 0.08% | −321−1.7% | Reduced |
| Abbot Financial Management, Inc. | 19,020 | $1.50M | 1.07% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 19,027 | $1.50M | 0.14% | +313+1.7% | Added |
| Tokio Marine Asset Management Co Ltd | 19,519 | $1.54M | 0.13% | +1,735+9.8% | Added |
| Metis Global Partners, LLC | 19,552 | $1.54M | 0.25% | −878−4.3% | Reduced |
| Castleark Management LLC | 19,600 | $1.55M | 0.09% | 00.0% | Unchanged |