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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −64,596−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −56,696−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −56,182−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −54,720−100.0% | Sold out |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −43,364−100.0% | Sold out |
| Lee Capital Holdings LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −30,847−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −26,460−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −23,809−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −22,157−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −20,186−100.0% | Sold out |
| Clarkston Capital Partners, LLC | 0 | $0 | 0.00% | −20,052−100.0% | Sold out |
| Hightower 6M Holding, LLC | 0 | $0 | 0.00% | −19,405−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −17,600−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −14,640−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −12,497−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −12,403−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −12,389−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Muhlenkamp & Co Inc | 0 | $0 | 0.00% | −10,805−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,969−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,995−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −8,279−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,080−100.0% | Sold out |
| Resource Consulting Group Inc | 0 | $0 | 0.00% | −7,356−100.0% | Sold out |
| Virginia National Bank | 0 | $0 | 0.00% | −6,850−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −6,790−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −6,703−100.0% | Sold out |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −6,311−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,184−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −5,671−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −4,928−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −4,805−100.0% | Sold out |
| Chelsea Counsel Co | 0 | $0 | 0.00% | −4,776−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −4,571−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −4,398−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −4,360−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −4,162−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −4,083−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −4,037−100.0% | Sold out |
| Tanager Wealth Management LLP | 0 | $0 | 0.00% | −3,945−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −3,760−100.0% | Sold out |
| Howard Financial Services, Ltd. | 0 | $0 | 0.00% | −3,220−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −3,112−100.0% | Sold out |
| River Wealth Advisors LLC | 0 | $0 | 0.00% | −2,940−100.0% | Sold out |
| Fortune 45 LLC | 0 | $0 | 0.00% | −2,955−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −2,840−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −2,867−100.0% | Sold out |
| Vigilare Wealth Management | 0 | $0 | 0.00% | −2,870−100.0% | Sold out |
| Canvas Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,851−100.0% | Sold out |
| Mayfair Advisory Group, LLC | 0 | $0 | 0.00% | −2,517−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −2,435−100.0% | Sold out |
| Weatherly Asset Management L. P. | 0 | $0 | 0.00% | −2,684−100.0% | Sold out |
| Windsor Group LTD | 0 | $0 | 0.00% | −2,683−100.0% | Sold out |
| N.E.W. Advisory Services LLC | 0 | $0 | 0.00% | −2,641−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −1,658−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −1,503−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −1,436−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −1,388−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −1,326−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −1,202−100.0% | Sold out |
| First Command Bank | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| First Command Financial Services, Inc. | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| Ghe, LLC | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −537−100.0% | Sold out |
| Marshall & Sullivan Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Miller Wealth Advisors, LLC | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Siena Capital LLC | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Darrow Company, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Cribstone Capital Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| TPI Fund Managers Ltd | – | – | – | – | Not filed |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| Advisor Partners LLC | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| Altium Wealth Management LLC | – | – | – | – | Not filed |
| Intersect Capital LLC | – | – | – | – | Not filed |
| DRW Securities, LLC | – | – | – | – | Not filed |
| B. Riley Wealth Management, Inc. | – | – | – | – | Not filed |