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 |
|---|---|---|---|---|---|
| Mirova | 4,920 | $388.0K | 0.07% | −3,267−39.9% | Reduced |
| Wealth Alliance | 4,910 | $388.0K | 0.08% | +138+2.9% | Added |
| QVR LLC | 4,908 | $388.0K | 0.35% | +4,282+684.0% | Added |
| Round Table Services, LLC | 4,893 | $387.0K | 0.08% | +14+0.3% | Added |
| V Wealth Advisors LLC | 4,874 | $385.0K | 0.08% | −450−8.5% | Reduced |
| Tiemann Investment Advisors, LLC | 4,851 | $383.0K | 0.25% | −12,893−72.7% | Reduced |
| Rothschild Investment Corp | 4,851 | $383.0K | 0.04% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 4,846 | $382.0K | 0.10% | −133−2.7% | Reduced |
| Wilkinson Global Asset Management LLC | 4,835 | $382.0K | 0.03% | +250+5.5% | Added |
| Altus Wealth Group LLC | 3,918 | $381.0K | 0.38% | 00.0% | Unchanged |
| Peoples Bank | 4,820 | $381.0K | 0.26% | −100−2.0% | Reduced |
| DT Investment Partners, LLC | 4,791 | $379.0K | 0.06% | −1,540−24.3% | Reduced |
| Omnia Family Wealth, LLC | 4,794 | $379.0K | 0.31% | 00.0% | Unchanged |
| Executive Wealth Group LLC | 4,791 | $378.6K | 0.33% | +40+0.8% | Added |
| Ledyard National Bank | 4,784 | $378.0K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,782 | $378.0K | 0.06% | +762+19.0% | Added |
| Roundview Capital LLC | 4,759 | $376.0K | 0.05% | +435+10.1% | Added |
| West Family Investments, Inc. | 4,754 | $376.0K | 0.16% | +721+17.9% | Added |
| Trilogy Capital Inc. | 4,728 | $374.0K | 0.03% | −161−3.3% | Reduced |
| LVZ Advisors, Inc. | 4,732 | $374.0K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,882 | $371.0K | 0.01% | +1,192+32.3% | Added |
| Mach-1 Financial Group, Inc. | 4,697 | $370.0K | 0.39% | −21−0.4% | Reduced |
| Legacy Financial Advisors, Inc. | 4,670 | $369.0K | 0.09% | +548+13.3% | Added |
| Buckingham Strategic Wealth, LLC | 4,657 | $368.0K | 0.01% | +121+2.7% | Added |
| KG&L Capital Management,LLC | 4,651 | $367.0K | 0.21% | −585−11.2% | Reduced |
| Avantax Planning Partners, Inc. | 4,647 | $367.0K | 0.02% | −424−8.4% | Reduced |
| KLCM Advisors, Inc. | 4,647 | $367.0K | 0.09% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 4,621 | $365.0K | 0.03% | +4,621 | New |
| Bahl & Gaynor Inc | 4,610 | $364.0K | 0.00% | −375−7.5% | Reduced |
| Marcum Wealth, LLC | 4,597 | $363.0K | 0.06% | +406+9.7% | Added |
| Perritt Capital Management Inc | 4,563 | $361.0K | 0.23% | 00.0% | Unchanged |
| American National Bank | 4,562 | $360.0K | 0.09% | +989+27.7% | Added |
| Mission Wealth Management, LP | 4,557 | $360.0K | 0.02% | +1,284+39.2% | Added |
| Eqis Capital Management, Inc. | 4,495 | $355.2K | 0.04% | −630−12.3% | Reduced |
| Deseret Mutual Benefit Administrators | 4,475 | $354.0K | 0.10% | −874−16.3% | Reduced |
| Change Path, LLC | 4,464 | $353.0K | 0.02% | −6,641−59.8% | Reduced |
| Skba Capital Management LLC | 4,450 | $352.0K | 0.07% | −650−12.7% | Reduced |
| Americana Partners, LLC | 4,462 | $352.0K | 0.06% | +234+5.5% | Added |
| Cutter & CO Brokerage, Inc. | 4,444 | $351.0K | 0.13% | −63−1.4% | Reduced |
| Radnor Capital Management, LLC | 4,440 | $351.0K | 0.10% | 00.0% | Unchanged |
| Davidson Investment Advisors | 4,433 | $350.0K | 0.03% | −151−3.3% | Reduced |
| CPWM, LLC | 4,421 | $349.0K | 0.03% | −1,700−27.8% | Reduced |
| Aj Wealth Strategies, LLC | 4,400 | $348.0K | 0.02% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 4,392 | $347.0K | 0.09% | −6,402−59.3% | Reduced |
| Alerus Financial NA | 4,380 | $346.0K | 0.03% | −29,021−86.9% | Reduced |
| Granger Management LLC | 4,366 | $345.0K | 0.11% | −24,126−84.7% | Reduced |
| Freestone Capital Holdings, LLC | 4,341 | $343.0K | 0.02% | −18−0.4% | Reduced |
| Investment Partners, Ltd. | 4,342 | $343.0K | 0.10% | +4,342 | New |
| DF Dent & Co Inc | 4,325 | $342.0K | 0.01% | +4,325 | New |
| Eastern Bank | 4,316 | $340.0K | 0.02% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,300 | $340.0K | 0.04% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 4,300 | $340.0K | 0.24% | +300+7.5% | Added |
| King Wealth | 4,291 | $339.0K | 0.09% | +242+6.0% | Added |
| Bowling Portfolio Management LLC | 4,262 | $337.0K | 0.09% | −15,173−78.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,264 | $337.0K | 0.00% | −1,475−25.7% | Reduced |
| Alliance Wealth Advisors, LLC | 4,263 | $337.0K | 0.31% | −70−1.6% | Reduced |
| Covington Capital Management | 4,269 | $337.0K | 0.01% | +1,073+33.6% | Added |
| Cable Hill Partners, LLC | 4,235 | $335.0K | 0.07% | +475+12.6% | Added |
| Bell & Brown Wealth Advisors, LLC | 4,231 | $334.0K | 0.21% | +36+0.9% | Added |
| Aaron Wealth Advisors | 4,209 | $333.0K | 0.06% | +16+0.4% | Added |
| First Citizens Financial Corp | 4,208 | $332.0K | 0.33% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,208 | $332.0K | 0.14% | +121+3.0% | Added |
| Measured Wealth Private Client Group, LLC | 4,208 | $332.0K | 0.15% | +4,208 | New |
| Stelac Advisory Services LLC | 4,187 | $331.0K | 0.15% | −877−17.3% | Reduced |
| Eads & Heald Wealth Management | 4,193 | $331.0K | 0.19% | −103−2.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,188 | $331.0K | 0.03% | +114+2.8% | Added |
| Grandfield & Dodd, LLC | 4,168 | $330.0K | 0.03% | −300−6.7% | Reduced |
| Parsec Financial Management, Inc. | 4,166 | $329.0K | 0.02% | −1,215−22.6% | Reduced |
| Frisch Financial Group, Inc. | 4,161 | $329.0K | 0.14% | +208+5.3% | Added |
| Alera Investment Advisors, LLC | 4,153 | $329.0K | 0.09% | +4,153 | New |
| Peak Planning Group, LLC | 4,149 | $327.8K | 0.30% | +4,149 | New |
| Main Street Financial Solutions, LLC | 4,120 | $326.0K | 0.05% | −12−0.3% | Reduced |
| Centric Wealth Management | 4,110 | $325.0K | 0.13% | −391−8.7% | Reduced |
| Keeley-Teton Advisors, LLC | 4,117 | $325.0K | 0.04% | +4,117 | New |
| Shepherd Financial Partners LLC | 4,102 | $324.0K | 0.06% | +235+6.1% | Added |
| Advus Financial Partners, LLC | 4,096 | $323.7K | 0.17% | −21−0.5% | Reduced |
| Destination Wealth Management | 4,090 | $323.0K | 0.01% | −8−0.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,084 | $323.0K | 0.06% | −3−0.1% | Reduced |
| Davis R M Inc | 4,087 | $323.0K | 0.01% | +116+2.9% | Added |
| Integrated Investment Consultants, LLC | 4,092 | $323.0K | 0.13% | +325+8.6% | Added |
| Allred Capital Management, LLC | 4,068 | $321.0K | 0.20% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 4,068 | $321.0K | 0.04% | +67+1.7% | Added |
| Powell Investment Advisors, LLC | 4,066 | $321.0K | 0.21% | +1,362+50.4% | Added |
| Farmers National Bank | 4,053 | $320.2K | 0.13% | +58+1.5% | Added |
| Addison Advisors LLC | 4,047 | $320.0K | 0.20% | +1,127+38.6% | Added |
| Wealthsource Partners, LLC | 4,042 | $319.0K | 0.02% | +31+0.8% | Added |
| Steel Peak Wealth Management LLC | 4,021 | $318.0K | 0.02% | −3,886−49.1% | Reduced |
| Westover Capital Advisors, LLC | 4,000 | $316.0K | 0.12% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 3,992 | $315.0K | 0.22% | −1,069−21.1% | Reduced |
| Kaizen Financial Strategies | 3,988 | $315.0K | 0.32% | +33+0.8% | Added |
| BLB&B Advisors, LLC | 3,976 | $314.0K | 0.03% | −168−4.1% | Reduced |
| ACG Wealth | 3,937 | $311.0K | 0.07% | +5+0.1% | Added |
| Platte River Wealth Advisors, LLC | 3,930 | $311.0K | 0.14% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 3,938 | $311.0K | 0.15% | +2+0.1% | Added |
| Independent Financial Group, LLC | 3,933 | $310.7K | 0.03% | +898+29.6% | Added |
| Willner & Heller, LLC | 3,918 | $310.0K | 0.50% | +33+0.8% | Added |
| Everhart Financial Group, Inc. | 3,914 | $309.0K | 0.17% | +731+23.0% | Added |
| Focus Financial Network, Inc. | 3,909 | $308.9K | 0.03% | +663+20.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 3,882 | $307.0K | 0.03% | −4,264−52.3% | Reduced |
| Global Retirement Partners, LLC | 3,739 | $307.0K | 0.02% | −150−3.9% | Reduced |