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 |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 3,888 | $307.0K | 0.04% | +3,888 | New |
| St Germain D J Co Inc | 4,027 | $306.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,874 | $306.0K | 0.12% | +22+0.6% | Added |
| MCF Advisors LLC | 3,868 | $306.0K | 0.03% | +11+0.3% | Added |
| Redhawk Wealth Advisors, Inc. | 3,873 | $306.0K | 0.13% | +120+3.2% | Added |
| LWM Advisory Services, LLC | 3,863 | $305.0K | 0.35% | +820+26.9% | Added |
| DRW Securities, L.L.C. | 3,855 | $305.0K | 0.10% | +3,855 | New |
| Amplius Wealth Advisors, LLC | 3,851 | $304.0K | 0.05% | −246−6.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,805 | $301.0K | 0.09% | +3,805 | New |
| Benchmark Investment Advisors LLC | 3,798 | $300.0K | 0.32% | −9,300−71.0% | Reduced |
| Park National Corp | 3,801 | $300.0K | 0.02% | −7−0.2% | Reduced |
| BBR Partners, LLC | 3,802 | $300.0K | 0.04% | +3,802 | New |
| Hamilton Capital, LLC | 3,788 | $299.0K | 0.02% | −1,386−26.8% | Reduced |
| Interchange Capital Partners, LLC | 3,792 | $299.0K | 0.33% | −682−15.2% | Reduced |
| Joule Financial, LLC | 3,790 | $299.0K | 0.22% | +245+6.9% | Added |
| Hexagon Capital Partners LLC | 3,783 | $299.0K | 0.09% | +2,108+125.9% | Added |
| City State Bank | 3,775 | $298.0K | 0.21% | −55−1.4% | Reduced |
| Overbrook Management Corp | 3,764 | $297.0K | 0.08% | 00.0% | Unchanged |
| Highland Private Wealth Management | 3,738 | $296.0K | 0.05% | −269−6.7% | Reduced |
| Tradition Wealth Management, LLC | 3,735 | $295.0K | 0.04% | −750−16.7% | Reduced |
| Optimum Investment Advisors | 3,708 | $293.0K | 0.16% | +8+0.2% | Added |
| Blueprint Investment Partners LLC | 3,710 | $293.0K | 0.08% | +3,710 | New |
| Horizon Wealth Management, LLC | 3,696 | $292.0K | 0.21% | +515+16.2% | Added |
| MidWestOne Financial Group, Inc. | 3,664 | $289.0K | 0.07% | 00.0% | Unchanged |
| Humankind Investments LLC | 3,650 | $288.0K | 0.14% | +195+5.6% | Added |
| Carmel Capital Partners, LLC | 3,627 | $287.0K | 0.28% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 3,633 | $287.0K | 0.21% | +80+2.3% | Added |
| Richwood Investment Advisors, LLC | 3,618 | $286.0K | 0.31% | −345−8.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,609 | $285.0K | 0.31% | +13+0.4% | Added |
| Continuum Advisory, LLC | 3,610 | $285.0K | 0.05% | +303+9.2% | Added |
| LMR Partners LLP | 3,602 | $285.0K | 0.01% | +3,602 | New |
| Hoylecohen, LLC | 3,601 | $284.0K | 0.03% | −66−1.8% | Reduced |
| Alta Advisers Ltd | 3,600 | $284.0K | 0.18% | +3,600 | New |
| Associated Banc-Corp | 3,594 | $283.0K | 0.01% | +3,594 | New |
| Manchester Financial Inc | 3,583 | $283.0K | 0.08% | +3,583 | New |
| Quantum Financial Advisors, LLC | 3,550 | $281.0K | 0.12% | +5+0.1% | Added |
| Cohen & Steers, Inc. | 3,553 | $281.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,562 | $281.0K | 0.03% | +179+5.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 3,529 | $279.0K | 0.08% | −630−15.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 3,500 | $277.0K | 0.00% | −300−7.9% | Reduced |
| Marathon Capital Management | 3,511 | $277.0K | 0.08% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 3,500 | $277.0K | 0.20% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,460 | $273.0K | 0.01% | −104−2.9% | Reduced |
| RSM US Wealth Management LLC | 3,440 | $272.0K | 0.02% | +16+0.5% | Added |
| DSC Advisors, L.P. | 3,427 | $271.0K | 0.29% | −783−18.6% | Reduced |
| Trustmark National Bank Trust Department | 3,434 | $271.0K | 0.03% | −356−9.4% | Reduced |
| Capstone Financial Advisors, Inc. | 3,427 | $271.0K | 0.02% | −54−1.6% | Reduced |
| JGP Wealth Management, LLC | 3,438 | $271.0K | 0.06% | +44+1.3% | Added |
| SlateStone Wealth, LLC | 3,423 | $270.0K | 0.07% | +3,423 | New |
| Millennium Capital Advisors, LLC | 3,413 | $269.7K | 0.28% | +73+2.2% | Added |
| American Trust | 3,413 | $269.0K | 0.02% | −110−3.1% | Reduced |
| United Bank | 3,404 | $269.0K | 0.04% | +3,404 | New |
| Carnegie Capital Asset Management, LLC | 3,376 | $267.0K | 0.01% | −741−18.0% | Reduced |
| Annapolis Financial Services, LLC | 3,378 | $267.0K | 0.10% | +633+23.1% | Added |
| Duncker Streett & Co Inc | 3,371 | $266.0K | 0.07% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 3,347 | $264.0K | 0.09% | −152−4.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,340 | $263.9K | 0.09% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3,333 | $263.0K | 0.05% | +136+4.3% | Added |
| Hartford Funds Management Co LLC | 3,323 | $263.0K | 0.03% | +3,323 | New |
| Riverwater Partners LLC | 3,300 | $261.0K | 0.26% | −100−2.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3,290 | $260.0K | 0.02% | −18−0.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,286 | $260.0K | 0.25% | +47+1.5% | Added |
| Nomura Holdings Inc | 3,371 | $258.0K | 0.00% | −13,391−79.9% | Reduced |
| Valley National Advisers Inc | 3,241 | $257.0K | 0.05% | −3−0.1% | Reduced |
| DGS Capital Management, LLC | 3,248 | $256.6K | 0.17% | +461+16.5% | Added |
| Guerra Pan Advisors, LLC | 3,239 | $256.0K | 0.37% | 00.0% | Unchanged |
| CNB Bank | 3,231 | $255.0K | 0.17% | −24−0.7% | Reduced |
| Twin Focus Capital Partners, LLC | 3,210 | $254.0K | 0.06% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 3,195 | $252.0K | 0.02% | −52−1.6% | Reduced |
| Private Capital Management LLC | 3,181 | $251.0K | 0.09% | −67−2.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,173 | $251.0K | 0.15% | +56+1.8% | Added |
| Shilanski & Associates, Inc. | 3,181 | $251.0K | 0.09% | +3,181 | New |
| David Loasby | 3,192 | $250.0K | 0.04% | +87+2.8% | Added |
| Janney Capital Management LLC | 3,161 | $250.0K | 0.02% | +72+2.3% | Added |
| Kore Private Wealth LLC | 3,141 | $248.0K | 0.04% | −215−6.4% | Reduced |
| SOL Capital Management CO | 3,120 | $247.0K | 0.05% | 00.0% | Unchanged |
| Five Oceans Advisors | 3,119 | $246.0K | 0.19% | +142+4.8% | Added |
| Moloney Securities Asset Management, LLC | 3,113 | $246.0K | 0.06% | +195+6.7% | Added |
| Bedel Financial Consulting, Inc. | 2,877 | $246.0K | 0.07% | +10.0% | Added |
| Keebeck Wealth Management, LLC | 3,102 | $245.0K | 0.05% | 00.0% | Unchanged |
| Private Asset Management Inc | 3,082 | $244.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors Inc | 3,230 | $243.0K | 0.01% | +10.0% | Added |
| Stiles Financial Services Inc | 3,079 | $243.0K | 0.15% | +83+2.8% | Added |
| Cedar Brook Financial Partners, LLC | 3,064 | $242.1K | 0.08% | +228+8.0% | Added |
| Ipswich Investment Management Co., Inc. | 3,068 | $242.0K | 0.08% | −583−16.0% | Reduced |
| Coastal Investment Advisors, Inc. | 3,068 | $242.0K | 0.06% | −557−15.4% | Reduced |
| Choate Investment Advisors | 3,047 | $241.0K | 0.02% | −500−14.1% | Reduced |
| Vantage Consulting Group Inc | 3,054 | $241.0K | 0.14% | −244−7.4% | Reduced |
| Syntax Advisors, LLC | 3,054 | $241.0K | 0.21% | −244−7.4% | Reduced |
| Objective Capital Management, LLC | 3,055 | $241.0K | 0.26% | +13+0.4% | Added |
| M&G Investment Management Ltd | 3,036 | $240.0K | 0.00% | −452−13.0% | Reduced |
| Crawford Investment Counsel Inc | 3,028 | $239.0K | 0.01% | −1,316−30.3% | Reduced |
| Flagship Harbor Advisors, LLC | 3,017 | $238.0K | 0.03% | −864−22.3% | Reduced |
| IMPACTfolio, LLC | 3,017 | $238.0K | 0.23% | −36−1.2% | Reduced |
| O'Rourke & Company, Inc | 3,009 | $238.0K | 0.21% | +12+0.4% | Added |
| Johnson Investment Counsel Inc | 3,004 | $237.0K | 0.00% | −130−4.1% | Reduced |
| Spirit of America Management Corp | 3,000 | $237.0K | 0.06% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 3,000 | $237.0K | 0.11% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,002 | $237.0K | 0.14% | +75+2.6% | Added |
| Alta Wealth Advisors LLC | 2,988 | $236.0K | 0.17% | +150+5.3% | Added |