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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 6,627 | $524.0K | 0.02% | +467+7.6% | Added |
| 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 |
| Busey Wealth Management | 6,562 | $518.0K | 0.03% | −341−4.9% | Reduced |
| 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 |
| 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 |
| Douglass Winthrop Advisors, LLC | 6,513 | $515.0K | 0.02% | +4+0.1% | Added |
| Lee Danner & Bass Inc | 6,475 | $512.0K | 0.05% | 00.0% | Unchanged |
| Brown Capital Management LLC | 6,455 | $510.0K | 0.01% | −92−1.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,431 | $508.0K | 0.04% | +10.0% | Added |
| 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 |
| Heritage Wealth Advisors | 6,283 | $496.4K | 0.04% | −1,806−22.3% | Reduced |
| 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 |
| RMR Wealth Builders | 6,212 | $491.0K | 0.12% | +52+0.8% | Added |
| Rehmann Capital Advisory Group | 6,187 | $488.9K | 0.05% | −163−2.6% | Reduced |
| BSW Wealth Partners | 6,175 | $488.0K | 0.12% | +23+0.4% | 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 |
| Peoples Financial Services Corp. | 6,146 | $486.0K | 0.25% | +1,642+36.5% | Added |
| Lavaca Capital LLC | 6,127 | $485.0K | 0.27% | −6,956−53.2% | Reduced |
| RFG Advisory, LLC | 5,667 | $483.0K | 0.03% | +618+12.2% | Added |
| Morris Retirement Advisors, LLC | 6,144 | $482.0K | 0.41% | +397+6.9% | Added |
| 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 |
| Sunbelt Securities, Inc. | 6,065 | $479.0K | 0.10% | −393−6.1% | Reduced |
| 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 |
| 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 |
| Cooper Financial Group | 5,997 | $474.0K | 0.17% | +282+4.9% | Added |
| Adirondack Trust Co | 5,975 | $472.0K | 0.26% | +38+0.6% | 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 |
| First Interstate Bank | 5,928 | $469.0K | 0.04% | +313+5.6% | Added |
| 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 |
| Bell Bank | 5,892 | $465.0K | 0.06% | −262−4.3% | Reduced |
| Rossmore Private Capital | 5,843 | $462.0K | 0.08% | +150+2.6% | Added |
| 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 |
| Thomas White International Ltd | 5,820 | $460.0K | 0.11% | 00.0% | Unchanged |
| 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 |
| 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 |
| Anchor Investment Management, LLC | 5,771 | $456.0K | 0.07% | +1,288+28.7% | Added |
| Jackson Creek Investment Advisors LLC | 5,744 | $454.0K | 0.21% | +32+0.6% | Added |
| Bartlett & Co. Wealth Management LLC | 5,735 | $453.1K | 0.01% | −168−2.8% | Reduced |
| 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 |
| Kistler-Tiffany Companies, LLC | 5,719 | $452.0K | 0.10% | +3+0.1% | Added |
| Boston Financial Mangement LLC | 5,673 | $448.0K | 0.02% | +479+9.2% | 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 |
| 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 |
| Sippican Capital Advisors | 5,578 | $441.0K | 0.46% | 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 |
| LS Investment Advisors, LLC | 5,550 | $439.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| 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 |
| Glen Eagle Advisors, LLC | 5,452 | $430.8K | 0.13% | −430−7.3% | Reduced |
| BKD Wealth Advisors, LLC | 5,431 | $429.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisors, LLC | 5,590 | $428.0K | 0.15% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5,409 | $427.0K | 0.02% | +21+0.4% | Added |
| Laurel Wealth Advisors, Inc. | 5,385 | $425.0K | 0.05% | −92−1.7% | Reduced |
| 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 |
| HighTower Trust Services, LTA | 5,341 | $422.0K | 0.05% | +5,341 | New |
| Parkside Financial Bank & Trust | 5,304 | $419.0K | 0.13% | +18+0.3% | Added |
| Claro Advisors LLC | 5,494 | $418.0K | 0.17% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 5,255 | $415.0K | 0.04% | 00.0% | Unchanged |
| Tower Bridge Advisors | 5,242 | $414.2K | 0.04% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,245 | $414.0K | 0.07% | +97+1.9% | Added |
| Strategic Wealth Partners, Ltd. | 5,218 | $412.3K | 0.09% | +710+15.7% | Added |
| Ameritas Advisory Services, LLC | 5,205 | $411.0K | 0.02% | −65−1.2% | Reduced |
| CVA Family Office, LLC | 5,178 | $409.0K | 0.11% | +1,185+29.7% | Added |
| Jackson Square Capital, LLC | 5,167 | $408.0K | 0.20% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5,152 | $407.0K | 0.04% | −147−2.8% | Reduced |
| Clear Harbor Asset Management, LLC | 5,141 | $406.0K | 0.06% | −100−1.9% | Reduced |
| OPSEU Pension Plan Trust Fund | 5,039 | $406.0K | 0.11% | +170+3.5% | Added |
| XR Securities LLC | 5,137 | $406.0K | 0.38% | +2,210+75.5% | Added |
| Boenning & Scattergood, Inc. | 5,107 | $404.0K | 0.08% | +1,437+39.2% | Added |
| AXS Investments LLC | 5,038 | $398.0K | 0.15% | −902−15.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,049 | $398.0K | 0.04% | +49+1.0% | Added |
| Exencial Wealth Advisors, LLC | 5,023 | $397.0K | 0.02% | +17+0.3% | Added |
| Churchill Management Corp | 5,000 | $395.0K | 0.01% | +5,000 | New |
| Hudock, Inc. | 4,986 | $393.0K | 0.13% | +37+0.7% | Added |
| X-Square Capital, LLC | 4,937 | $390.0K | 0.25% | +20.0% | Added |