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 |
|---|---|---|---|---|---|
| Buffington Mohr McNeal | 2,968 | $235.0K | 0.06% | −925−23.8% | Reduced |
| Harrington Investments, INC | 2,975 | $235.0K | 0.18% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 2,970 | $234.0K | 0.10% | −225−7.0% | Reduced |
| Wimmer Associates 1, LLC | 2,843 | $234.0K | 0.15% | −29−1.0% | Reduced |
| Harvest Fund Management Co., Ltd | 2,961 | $234.0K | 0.07% | +540+22.3% | Added |
| Nwam LLC | 2,965 | $234.0K | 0.02% | +2,965 | New |
| Stonnington Group, LLC | 3,000 | $233.0K | 0.07% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,951 | $233.0K | 0.01% | −20−0.7% | Reduced |
| NBT Bank N A | 2,932 | $232.0K | 0.04% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,946 | $232.0K | 0.01% | +184+6.7% | Added |
| Apriem Advisors | 2,936 | $232.0K | 0.04% | +2,936 | New |
| Kozak & Associates, Inc. | 2,993 | $230.0K | 0.15% | +2+0.1% | Added |
| Valmark Advisers, Inc. | 2,908 | $230.0K | 0.00% | −6−0.2% | Reduced |
| McLean Asset Management Corp | 2,919 | $230.0K | 0.09% | +21+0.7% | Added |
| Fort Sheridan Advisors LLC | 2,910 | $230.0K | 0.08% | +52+1.8% | Added |
| Wedge Capital Management L L P | 2,914 | $230.0K | 0.00% | +234+8.7% | Added |
| Leisure Capital Management | 2,904 | $229.0K | 0.14% | +33+1.1% | Added |
| Enterprise Financial Services Corp | 2,891 | $229.0K | 0.17% | +246+9.3% | Added |
| Keystone Financial Group | 2,886 | $228.0K | 0.05% | +35+1.2% | Added |
| GHP Investment Advisors, Inc. | 2,891 | $228.0K | 0.02% | +87+3.1% | Added |
| Michael B. Yongue | 2,868 | $227.0K | 0.22% | −1,020−26.2% | Reduced |
| Manchester Capital Management LLC | 2,871 | $227.0K | 0.04% | +364+14.5% | Added |
| Smallwood Wealth Investment Management, LLC | 2,878 | $227.0K | 0.20% | +2,878 | New |
| Northwest Bancshares, Inc. | 2,859 | $226.0K | 0.05% | +150+5.5% | Added |
| American State Bank (Iowa) | 2,860 | $226.0K | 0.20% | +52+1.9% | Added |
| Journey Strategic Wealth LLC | 2,837 | $225.0K | 0.03% | +2,837 | New |
| Ssi Investment Management LLC | 2,849 | $223.0K | 0.01% | +6+0.2% | Added |
| Norway Savings Bank | 2,827 | $223.0K | 0.12% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 2,820 | $223.0K | 0.08% | +3+0.1% | Added |
| Forte Capital LLC | 2,814 | $222.0K | 0.04% | +2,814 | New |
| Detalus Advisors, LLC | 2,800 | $221.0K | 0.13% | −349−11.1% | Reduced |
| Sargent Bickham Lagudis LLC | 2,786 | $220.0K | 0.02% | −22−0.8% | Reduced |
| First Affirmative Financial Network | 2,786 | $220.0K | 0.28% | +2,786 | New |
| Jones Financial Companies LLLP | 2,776 | $219.0K | 0.00% | −888−24.2% | Reduced |
| Wrapmanager Inc | 2,770 | $219.0K | 0.07% | −94−3.3% | Reduced |
| E Fund Management Co., Ltd. | 2,769 | $219.0K | 0.02% | −10−0.4% | Reduced |
| Lion Street Advisors, LLC | 2,776 | $219.0K | 0.11% | +2,776 | New |
| Novare Capital Management LLC | 2,760 | $218.0K | 0.03% | −225−7.5% | Reduced |
| Fiduciary Group LLC | 2,460 | $218.0K | 0.03% | −4−0.2% | Reduced |
| MBL Wealth, LLC | 2,762 | $218.0K | 0.05% | +2,762 | New |
| Johnson Financial Group, Inc. | 2,660 | $217.0K | 0.02% | −6,640−71.4% | Reduced |
| Congress Park Capital LLC | 2,750 | $217.0K | 0.14% | −50−1.8% | Reduced |
| Planned Solutions, Inc. | 2,732 | $216.0K | 0.18% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,720 | $215.0K | 0.03% | −490−15.3% | Reduced |
| Broadleaf Partners, LLC | 2,719 | $215.0K | 0.09% | 00.0% | Unchanged |
| Doheny Asset Management | 2,726 | $215.0K | 0.22% | +2,726 | New |
| Zimmermann Investment Management & Planning LLC | 2,711 | $214.0K | 0.13% | −4,659−63.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,713 | $214.0K | 0.13% | +10.0% | Added |
| Reik & Co., LLC | 2,703 | $214.0K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,709 | $214.0K | 0.02% | +163+6.4% | Added |
| Sunflower Bank, N.A. | 2,697 | $213.0K | 0.05% | −1,099−29.0% | Reduced |
| 180 Wealth Advisors, LLC | 2,692 | $213.0K | 0.06% | −222−7.6% | Reduced |
| Navis Wealth Advisors, LLC | 2,700 | $213.0K | 0.33% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 2,680 | $212.0K | 0.12% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,677 | $212.0K | 0.20% | +2,660+15,647.1% | Added |
| Ascent Group, LLC | 2,559 | $210.0K | 0.03% | −246−8.8% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,653 | $210.0K | 0.12% | −72−2.6% | Reduced |
| Univest Financial Corp | 2,663 | $210.0K | 0.07% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 2,660 | $210.0K | 0.09% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,651 | $209.0K | 0.05% | −25−0.9% | Reduced |
| Ropes Wealth Advisors LLC | 2,649 | $209.0K | 0.04% | +2,649 | New |
| FinTrust Capital Advisors, LLC | 2,613 | $208.0K | 0.05% | −84−3.1% | Reduced |
| Segall Bryant & Hamill, LLC | 2,605 | $207.0K | 0.00% | +2,605 | New |
| Covenant Asset Management, LLC | 2,622 | $207.0K | 0.08% | +2,622 | New |
| Wellington Shields Capital Management, LLC | 2,607 | $206.0K | 0.05% | −750−22.3% | Reduced |
| Echo Street Capital Management LLC | 2,589 | $205.0K | 0.00% | −539−17.2% | Reduced |
| Aprio Wealth Management, LLC | 2,600 | $205.0K | 0.08% | −490−15.9% | Reduced |
| Alpha Family Trust | 2,585 | $204.0K | 0.15% | +2,585 | New |
| Pflug Koory, LLC | 2,569 | $203.0K | 0.12% | −991−27.8% | Reduced |
| Summit Global Investments | 2,568 | $203.0K | 0.02% | +2,568 | New |
| Kingfisher Capital LLC | 2,545 | $201.0K | 0.06% | +2,545 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 2,540 | $200.7K | 0.05% | +2,540 | New |
| Highlander Capital Management, LLC | 2,500 | $198.0K | 0.11% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,487 | $196.0K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 2,354 | $186.0K | 0.12% | 00.0% | Unchanged |
| First National Bank of South Miami | 2,358 | $186.0K | 0.14% | +235+11.1% | Added |
| Motco | 2,331 | $184.0K | 0.01% | −544−18.9% | Reduced |
| Icon Wealth Advisors, LLC | 2,329 | $184.0K | 0.02% | +2,329 | New |
| Harbour Investments, Inc. | 2,389 | $182.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,297 | $182.0K | 0.05% | −4−0.2% | Reduced |
| Journey Advisory Group, LLC | 2,300 | $182.0K | 0.05% | +2,300 | New |
| Missouri Trust & Investment Co | 2,265 | $179.0K | 0.12% | −375−14.2% | Reduced |
| IMA Wealth, Inc. | 2,225 | $176.0K | 0.05% | +259+13.2% | Added |
| South Dakota Investment Council | 2,200 | $174.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2,147 | $170.0K | 0.15% | +2,147 | New |
| Whittier Trust Co of Nevada Inc | 2,131 | $168.0K | 0.01% | −624−22.6% | Reduced |
| Credential Qtrade Securities Inc. | 2,068 | $163.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 2,040 | $161.0K | 0.08% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,026 | $160.0K | 0.01% | 00.0% | Unchanged |
| Interactive Financial Advisors | 2,000 | $158.0K | 0.09% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,989 | $157.0K | 0.00% | +693+53.5% | Added |
| Monolith Advisors | 1,965 | $156.0K | 0.17% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,961 | $155.0K | 0.01% | −124−5.9% | Reduced |
| BerganKDV Wealth Management, LLC | 1,946 | $154.0K | 0.02% | +33+1.7% | Added |
| Farmers & Merchants Investments Inc | 1,920 | $152.0K | 0.01% | +275+16.7% | Added |
| Endurance Wealth Management, Inc. | 1,916 | $151.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,888 | $149.0K | 0.02% | +16+0.9% | Added |
| Sutton Wealth Advisors Inc. | 1,840 | $145.4K | 0.06% | +476+34.9% | Added |
| Atlas Capital Advisors LLC | 1,816 | $143.5K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,764 | $139.0K | 0.05% | −69−3.8% | Reduced |