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 |
|---|---|---|---|---|---|
| Waldron Private Wealth LLC | 9,245 | $730.0K | 0.05% | +974+11.8% | Added |
| SRN Advisors, LLC | 9,239 | $730.0K | 0.61% | −1,546−14.3% | Reduced |
| Magnus Financial Group LLC | 9,231 | $729.0K | 0.14% | −537−5.5% | 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 |
| Hills Bank & Trust Co | 9,121 | $721.0K | 0.11% | −292−3.1% | Reduced |
| Henshaw Capital LLC | 9,061 | $715.9K | 0.05% | −163−1.8% | Reduced |
| Circle Wealth Management, LLC | 9,042 | $714.0K | 0.12% | −675−6.9% | 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 |
| Cambridge Trust Co | 8,941 | $706.0K | 0.03% | −151−1.7% | Reduced |
| Fort Washington Investment Advisors Inc | 8,909 | $704.0K | 0.01% | −260−2.8% | Reduced |
| E&G Advisors, LP | 8,900 | $703.0K | 0.26% | −100−1.1% | Reduced |
| McMillion Capital Management Inc | 8,836 | $698.0K | 0.65% | −365−4.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $697.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Gryphon Financial Partners LLC | 8,761 | $692.0K | 0.18% | −832−8.7% | Reduced |
| Summit Financial, LLC | 8,750 | $691.3K | 0.07% | +4,306+96.9% | Added |
| Proficio Capital Partners LLC | 8,752 | $691.0K | 0.13% | −5−0.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 8,928 | $688.0K | 0.45% | +908+11.3% | Added |
| Spire Wealth Management | 8,700 | $687.0K | 0.04% | −6,417−42.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,677 | $686.0K | 0.24% | +58+0.7% | Added |
| Sendero Wealth Management, LLC | 8,580 | $678.0K | 0.28% | +2,263+35.8% | Added |
| New Vernon Investment Management LLC | 8,550 | $676.0K | 1.38% | 00.0% | Unchanged |
| StoneX Group Inc. | 8,544 | $675.1K | 0.09% | −499−5.5% | Reduced |
| Asset Management Corp | 8,539 | $675.0K | 0.54% | +40.0% | Added |
| Lake Street Financial LLC | 8,498 | $671.0K | 0.15% | −3,084−26.6% | Reduced |
| 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 |
| Bull Street Advisors, LLC | 8,379 | $662.0K | 0.37% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,355 | $660.0K | 0.16% | +609+7.9% | 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 |
| IHT Wealth Management, LLC | 8,325 | $658.0K | 0.05% | +3,257+64.3% | Added |
| Welch & Forbes LLC | 8,319 | $657.0K | 0.01% | +1,060+14.6% | Added |
| NorthRock Partners, LLC | 8,297 | $656.0K | 0.08% | +2,072+33.3% | Added |
| 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 |
| Independent Investors Inc | 8,216 | $649.0K | 0.18% | 00.0% | Unchanged |
| TLWM | 7,532 | $642.0K | 0.30% | −5,096−40.4% | Reduced |
| Woodmont Investment Counsel LLC | 8,104 | $640.0K | 0.08% | +8,104 | New |
| Marino, Stram & Associates LLC | 8,090 | $639.0K | 0.23% | +420+5.5% | Added |
| Csenge Advisory Group | 8,058 | $637.0K | 0.05% | −7−0.1% | Reduced |
| Cim Investment Mangement Inc | 8,037 | $635.0K | 0.28% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 8,021 | $634.0K | 0.12% | −175−2.1% | Reduced |
| TD Private Client Wealth LLC | 8,019 | $633.6K | 0.03% | −397−4.7% | Reduced |
| 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 |
| 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 |
| Blueshift Asset Management, LLC | 7,914 | $625.0K | 0.13% | +7,914 | New |
| Schechter Investment Advisors, LLC | 7,892 | $624.0K | 0.06% | +738+10.3% | Added |
| Meridian Investment Counsel Inc. | 7,856 | $621.0K | 0.28% | +60+0.8% | Added |
| Maltin Wealth Management, Inc. | 7,820 | $618.0K | 0.49% | −148−1.9% | Reduced |
| Kovack Advisors, Inc. | 7,806 | $617.0K | 0.09% | +156+2.0% | Added |
| Private Portfolio Partners LLC | 7,798 | $616.2K | 0.18% | +250+3.3% | Added |
| Burke & Herbert Bank & Trust Co | 7,769 | $614.0K | 0.51% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 7,770 | $613.0K | 0.53% | +7,770 | New |
| 1832 Asset Management L.P. | 7,730 | $611.0K | 0.00% | −105−1.3% | Reduced |
| TrimTabs Asset Management, LLC | 7,724 | $610.0K | 0.42% | −2,932−27.5% | Reduced |
| 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 |
| Berkshire Bank | 7,657 | $605.0K | 0.19% | +1,398+22.3% | 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 |
| Great Valley Advisor Group, Inc. | 7,576 | $599.0K | 0.03% | +304+4.2% | 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 |
| Shufro Rose & Co LLC | 7,512 | $594.0K | 0.06% | +17+0.2% | Added |
| Mastrapasqua Asset Management Inc | 7,500 | $593.0K | 0.09% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,571 | $590.0K | 0.02% | −1,745−21.0% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 7,400 | $585.0K | 0.38% | 00.0% | Unchanged |
| Quilter Plc | 7,380 | $583.0K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,369 | $582.0K | 0.32% | +195+2.7% | Added |
| Gladstone Institutional Advisory LLC | 7,348 | $581.0K | 0.05% | −2,260−23.5% | Reduced |
| Prio Wealth Limited Partnership | 7,329 | $579.1K | 0.02% | 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 |
| Salzhauer Michael | 7,140 | $564.0K | 0.36% | 00.0% | Unchanged |
| Mechanics Financial Corp | 7,121 | $563.0K | 0.37% | +35+0.5% | Added |
| Curi Capital | 7,111 | $562.0K | 0.09% | +1,270+21.7% | Added |
| Royal Fund Management, LLC | 7,110 | $561.0K | 0.10% | +7,110 | New |
| Lokken Investment Group LLC | 7,085 | $560.0K | 0.48% | +107+1.5% | Added |
| Hyman Charles D | 7,079 | $559.0K | 0.04% | +104+1.5% | Added |
| American Portfolios Advisors | 7,039 | $556.1K | 0.02% | +718+11.4% | Added |
| HM Payson & Co | 7,037 | $556.0K | 0.02% | 00.0% | Unchanged |
| IFG Advisors, LLC | 6,932 | $548.0K | 0.28% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 6,906 | $546.0K | 0.71% | −254−3.5% | Reduced |
| Aspire Private Capital, LLC | 6,897 | $545.0K | 0.21% | −694−9.1% | Reduced |
| TriaGen Wealth Management LLC | 6,868 | $543.0K | 0.30% | −258−3.6% | Reduced |
| Somerville Kurt F | 6,840 | $540.0K | 0.11% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 6,815 | $538.0K | 0.06% | −694−9.2% | Reduced |
| Evergreen Capital Management LLC | 6,729 | $531.0K | 0.03% | +2,390+55.1% | Added |
| Strategy Asset Managers LLC | 6,693 | $529.0K | 0.14% | +20.0% | 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 |
| ICA Group Wealth Management, LLC | 6,642 | $525.0K | 0.11% | +94+1.4% | Added |