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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 1,739 | $137.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,636 | $129.0K | 0.01% | −647−28.3% | Reduced |
| Capital Advisors, Ltd. LLC | 1,603 | $127.0K | 0.02% | +257+19.1% | Added |
| Proequities, Inc. | 1,557 | $123.0K | 0.01% | −117−7.0% | Reduced |
| Eagle Bay Advisors LLC | 1,556 | $123.0K | 0.08% | −20−1.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,545 | $123.0K | 0.12% | +702+83.3% | Added |
| Advanced Research Investment Solutions, LLC | 1,526 | $121.0K | 0.07% | +1,305+590.5% | Added |
| Monetary Management Group Inc | 1,500 | $119.0K | 0.04% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,510 | $119.0K | 0.31% | +1,510 | New |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $119.0K | 0.02% | +1,500 | New |
| Piscataqua Savings Bank | 1,463 | $116.0K | 0.11% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,453 | $115.0K | 0.03% | +1,405+2,927.1% | Added |
| Covestor Ltd | 1,441 | $114.0K | 0.10% | −416−22.4% | Reduced |
| Cranbrook Wealth Management, LLC | 1,424 | $113.0K | 0.03% | −235−14.2% | Reduced |
| Laffer Tengler Investments | 1,418 | $112.0K | 0.04% | +14+1.0% | Added |
| Bogart Wealth, LLC | 1,390 | $110.0K | 0.01% | +465+50.3% | Added |
| Independence Bank of Kentucky | 1,364 | $108.0K | 0.05% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,368 | $108.0K | 0.04% | +12+0.9% | Added |
| Silvant Capital Management LLC | 1,357 | $107.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,275 | $101.0K | 0.11% | −3,200−71.5% | Reduced |
| Mizuho Securities Co. Ltd. | 1,280 | $101.0K | 0.03% | +640+100.0% | Added |
| Tobam | 1,267 | $100.0K | 0.01% | −3,148−71.3% | Reduced |
| Glassman Wealth Services | 1,260 | $100.0K | 0.02% | −52−4.0% | Reduced |
| Dividend Assets Capital, LLC | 1,267 | $100.0K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,251 | $98.0K | 0.01% | +714+133.0% | Added |
| WD Rutherford LLC | 1,215 | $96.0K | 0.08% | +65+5.7% | Added |
| McIlrath & Eck, LLC | 1,170 | $92.0K | 0.03% | 00.0% | Unchanged |
| Premier Asset Management LLC | 11,043 | $90.0K | 0.09% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,125 | $89.0K | 0.06% | +9+0.8% | Added |
| Hanson & Doremus Investment Management | 1,125 | $89.0K | 0.02% | +161+16.7% | Added |
| Resources Management Corp | 1,109 | $88.0K | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 1,100 | $87.0K | 0.02% | −197−15.2% | Reduced |
| PSI Advisors, LLC | 1,101 | $87.0K | 0.05% | −100−8.3% | Reduced |
| West Paces Advisors Inc. | 1,094 | $86.4K | 0.03% | −50−4.4% | Reduced |
| Founders Capital Management | 1,085 | $86.0K | 0.07% | +7+0.6% | Added |
| Tilia Fiduciary Partners, Inc. | 1,091 | $84.0K | 0.08% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,047 | $83.0K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,014 | $80.0K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,000 | $79.0K | 0.06% | −3,000−75.0% | Reduced |
| Rise Advisors, LLC | 997 | $79.0K | 0.07% | +9+0.9% | Added |
| Ten Capital Wealth Advisors, LLC | 1,001 | $79.0K | 0.04% | +378+60.7% | Added |
| Global Financial Private Client, LLC | 964 | $77.5K | 0.04% | −56−5.5% | Reduced |
| Selective Wealth Management, Inc. | 978 | $77.0K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 964 | $76.0K | 0.03% | +5+0.5% | Added |
| Brown, Lisle/Cummings, Inc. | 925 | $73.1K | 0.04% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 922 | $73.0K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 890 | $70.0K | 0.03% | −145−14.0% | Reduced |
| TCI Wealth Advisors, Inc. | 864 | $68.0K | 0.01% | +126+17.1% | Added |
| Capital Directions Investment Advisors, LLC | 0 | $67.0K | 0.03% | −845−100.0% | Reduced |
| Atticus Wealth Management, LLC | 866 | $66.0K | 0.03% | 00.0% | Unchanged |
| Eukles Asset Management | 810 | $64.0K | 0.04% | −104−11.4% | Reduced |
| CoreFirst Bank & Trust | 811 | $64.0K | 0.06% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 804 | $63.6K | 0.04% | 00.0% | Unchanged |
| Park Circle Co | 800 | $63.0K | 0.07% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 803 | $63.0K | 0.00% | +199+32.9% | Added |
| Sound Income Strategies, LLC | 795 | $63.0K | 0.01% | +452+131.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 784 | $62.0K | 0.05% | 00.0% | Unchanged |
| Rock Creek Group, LP | 781 | $62.0K | 0.01% | +781 | New |
| Rocky Mountain Advisers, LLC | 775 | $61.0K | 0.08% | +5+0.6% | Added |
| Clearview Wealth Advisors LLC | 753 | $60.0K | 0.05% | +2+0.3% | Added |
| Carmichael Hill & Associates, Inc. | 731 | $58.0K | 0.03% | +68+10.3% | Added |
| TSFG, LLC | 722 | $57.0K | 0.03% | −68−8.6% | Reduced |
| Twin Lakes Capital Management, LLC | 720 | $57.0K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 717 | $57.0K | 0.01% | +131+22.4% | Added |
| Standard Family Office LLC | 700 | $55.0K | 0.02% | +700 | New |
| HHM Wealth Advisors, LLC | 680 | $54.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 681 | $54.0K | 0.02% | +148+27.8% | Added |
| Creative Financial Designs Inc | 675 | $53.0K | 0.01% | +7+1.0% | Added |
| AllSquare Wealth Management LLC | 671 | $53.0K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 672 | $53.0K | 0.02% | +2+0.3% | Added |
| First Financial Corp | 673 | $53.0K | 0.04% | +49+7.9% | Added |
| Almanack Investment Partners, LLC. | 658 | $52.0K | 0.01% | +658 | New |
| Hillsdale Investment Management Inc. | 640 | $51.0K | 0.00% | −1,014−61.3% | Reduced |
| Paragon Wealth Strategies, LLC | 629 | $50.0K | 0.05% | +629 | New |
| LFA - Lugano Financial Advisors SA | 625 | $49.0K | 0.04% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 602 | $48.0K | 0.01% | −50−7.7% | Reduced |
| Vigilant Capital Management, LLC | 613 | $48.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $47.4K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 564 | $47.0K | 0.03% | −37−6.2% | Reduced |
| Benjamin Edwards Inc | 600 | $47.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 601 | $47.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 588 | $46.0K | 0.01% | −15−2.5% | Reduced |
| Horrell Capital Management, Inc. | 583 | $46.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 581 | $46.0K | 0.04% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 519 | $45.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 574 | $45.0K | 0.00% | +235+69.3% | Added |
| Stonebridge Capital Advisors LLC | 560 | $44.0K | 0.01% | −183−24.6% | Reduced |
| Ogorek Anthony Joseph | 523 | $41.0K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 500 | $40.0K | 0.03% | 00.0% | Unchanged |
| Corsicana & Co. | 500 | $40.0K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 500 | $39.5K | 0.04% | +500 | New |
| Riggs Asset Managment Co. Inc. | 492 | $39.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 475 | $38.0K | 0.00% | +258+118.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 440 | $35.0K | 0.02% | +68+18.3% | Added |
| American Research & Management Co. | 414 | $33.0K | 0.01% | +14+3.5% | Added |
| Surevest, LLC | 411 | $33.0K | 0.01% | +111+37.0% | Added |
| Paloma Partners Management Co | 400 | $32.0K | 0.01% | −56,631−99.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 400 | $32.0K | 0.02% | −13−3.1% | Reduced |
| GoalVest Advisory LLC | 400 | $32.0K | 0.02% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 388 | $31.0K | 0.01% | 00.0% | Unchanged |