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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 76,477 | $6.04M | 0.23% | −251,027−76.6% | Reduced |
| Quadrature Capital Ltd | 76,440 | $6.04M | 0.20% | −13,247−14.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 76,266 | $6.03M | 3.19% | −2,108−2.7% | Reduced |
| Los Angeles Capital Management LLC | 76,271 | $6.03M | 0.03% | +31,561+70.6% | Added |
| Avitas Wealth Management LLC | 73,734 | $5.83M | 1.33% | +834+1.1% | Added |
| Logan Capital Management Inc | 73,568 | $5.81M | 0.35% | +4,547+6.6% | Added |
| Connors Investor Services Inc | 73,381 | $5.80M | 0.76% | +300+0.4% | Added |
| Alberta Investment Management Corp | 73,308 | $5.79M | 0.04% | −28,992−28.3% | Reduced |
| Northern Oak Wealth Management Inc | 72,396 | $5.72M | 0.86% | −462−0.6% | Reduced |
| Advocate Group LLC | 72,200 | $5.71M | 1.41% | +2,321+3.3% | Added |
| Bernzott Capital Advisors | 72,194 | $5.70M | 0.79% | +39,599+121.5% | Added |
| Oliver Luxxe Assets LLC | 71,680 | $5.66M | 1.77% | +1,432+2.0% | Added |
| Baugh & Associates, LLC | 71,664 | $5.66M | 4.01% | +2,856+4.2% | Added |
| Cyrus J. Lawrence, LLC | 71,627 | $5.66M | 1.67% | −1,100−1.5% | Reduced |
| New Mexico Educational Retirement Board | 71,510 | $5.65M | 0.31% | −7,100−9.0% | Reduced |
| German American Bancorp, Inc. | 71,121 | $5.62M | 0.97% | +5,243+8.0% | Added |
| Cipher Capital LP | 70,677 | $5.58M | 0.91% | +65,640+1,303.2% | Added |
| Interval Partners, LP | 69,876 | $5.52M | 0.33% | −32,378−31.7% | Reduced |
| D L Carlson Investment Group Inc | 69,061 | $5.46M | 1.19% | −1,415−2.0% | Reduced |
| Wills Financial Group, Inc. | 68,965 | $5.45M | 3.03% | +7,627+12.4% | Added |
| AE Wealth Management LLC | 68,938 | $5.45M | 0.04% | +7,683+12.5% | Added |
| First Citizens Bank & Trust Co | 68,364 | $5.40M | 0.18% | −5,070−6.9% | Reduced |
| Principal Street Partners, LLC | 67,576 | $5.34M | 1.42% | +679+1.0% | Added |
| Virginia Retirement Systems Et Al | 67,200 | $5.31M | 0.06% | +67,200 | New |
| Ameritas Investment Partners, Inc. | 66,718 | $5.27M | 0.24% | +255+0.4% | Added |
| CWM, LLC | 66,274 | $5.24M | 0.04% | +370+0.6% | Added |
| Leuthold Group, LLC | 66,214 | $5.23M | 0.79% | −22,766−25.6% | Reduced |
| Lyell Wealth Management, LP | 66,198 | $5.23M | 0.89% | +1,790+2.8% | Added |
| Exchange Traded Concepts, LLC | 65,987 | $5.21M | 0.17% | −3,090−4.5% | Reduced |
| Picton Mahoney Asset Management | 65,650 | $5.19M | 0.24% | −2,810−4.1% | Reduced |
| Old Second National Bank of Aurora | 65,446 | $5.17M | 1.59% | −965−1.5% | Reduced |
| Iowa State Bank | 64,487 | $5.09M | 1.45% | +1,973+3.2% | Added |
| Braun Stacey Associates Inc | 64,086 | $5.06M | 0.31% | +13,160+25.8% | Added |
| Baxter Bros Inc | 63,760 | $5.04M | 0.89% | +1,573+2.5% | Added |
| Signet Financial Management, LLC | 63,703 | $5.03M | 0.99% | −228−0.4% | Reduced |
| Central Trust Co | 63,644 | $5.03M | 0.17% | −3,037−4.6% | Reduced |
| Connectus Wealth, LLC | 63,412 | $5.02M | 0.10% | +1,602+2.6% | Added |
| Meyer Handelman Co | 63,166 | $4.99M | 0.23% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 62,935 | $4.97M | 2.55% | −852−1.3% | Reduced |
| Sandy Cove Advisors, LLC | 62,698 | $4.95M | 4.46% | +150.0% | Added |
| Saba Capital Management, L.P. | 62,636 | $4.95M | 0.07% | −10,926−14.9% | Reduced |
| Cito Capital Group, LLC | 61,948 | $4.89M | 2.81% | 00.0% | Unchanged |
| Howe & Rusling Inc | 61,635 | $4.87M | 0.65% | +688+1.1% | Added |
| Illinois Municipal Retirement Fund | 61,276 | $4.84M | 0.12% | 00.0% | Unchanged |
| Prudential PLC | 60,985 | $4.82M | 0.08% | +1,996+3.4% | Added |
| Aptus Capital Advisors, LLC | 60,752 | $4.80M | 0.15% | +60,752 | New |
| DuPont Capital Management Corp | 60,599 | $4.79M | 0.28% | −11,712−16.2% | Reduced |
| Viking Fund Management LLC | 60,000 | $4.74M | 1.12% | +12,000+25.0% | Added |
| Assenagon Asset Management S.A. | 58,649 | $4.63M | 0.02% | +22,302+61.4% | Added |
| Jackson Wealth Management, LLC | 58,400 | $4.61M | 0.91% | +35,230+152.1% | Added |
| Glenview Trust Co | 57,869 | $4.57M | 0.17% | −193−0.3% | Reduced |
| Institutional & Family Asset Management, LLC | 56,838 | $4.49M | 0.81% | +11,197+24.5% | Added |
| United Services Automobile Association | 56,706 | $4.48M | 0.12% | −116−0.2% | Reduced |
| Heritage Trust Co | 56,202 | $4.44M | 0.78% | +1,511+2.8% | Added |
| Canandaigua National Corp | 55,410 | $4.38M | 0.78% | +3,244+6.2% | Added |
| Elk River Wealth Management, LLC | 55,370 | $4.38M | 1.15% | +912+1.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 54,948 | $4.34M | 0.72% | −2,622−4.6% | Reduced |
| First National Bank of Omaha | 54,868 | $4.33M | 0.28% | −2,174−3.8% | Reduced |
| Albion Financial Group | 54,861 | $4.33M | 0.45% | +937+1.7% | Added |
| Allstate Corp | 54,649 | $4.32M | 0.12% | +4,357+8.7% | Added |
| Atria Investments LLC | 54,621 | $4.32M | 0.10% | −8,360−13.3% | Reduced |
| Advisor Partners II, LLC | 54,598 | $4.31M | 0.33% | +54,598 | New |
| Lorne Steinberg Wealth Management Inc. | 54,162 | $4.28M | 2.08% | −60−0.1% | Reduced |
| Banque Cantonale Vaudoise | 52,475 | $4.15M | 0.24% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 51,774 | $4.09M | 0.07% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 51,702 | $4.08M | 0.22% | +4,511+9.6% | Added |
| Consolidated Investment Group LLC | 51,600 | $4.08M | 0.88% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 53,503 | $4.07M | 0.31% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 51,771 | $4.05M | 0.05% | +4,160+8.7% | Added |
| MainStreet Investment Advisors LLC | 51,159 | $4.04M | 0.49% | −53−0.1% | Reduced |
| Aureus Asset Management, LLC | 51,155 | $4.04M | 0.35% | +3,202+6.7% | Added |
| K.J. Harrison & Partners Inc | 49,735 | $4.03M | 1.42% | +14,000+39.2% | Added |
| FDx Advisors, Inc. | 50,642 | $4.00M | 0.18% | −2,918−5.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 50,532 | $3.99M | 0.64% | +1,341+2.7% | Added |
| Point72 Hong Kong Ltd | 50,215 | $3.97M | 0.24% | +4,293+9.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 49,738 | $3.93M | 0.10% | −14,531−22.6% | Reduced |
| Rpo LLC | 49,577 | $3.92M | 1.02% | −6,000−10.8% | Reduced |
| Stephens Inc | 49,091 | $3.88M | 0.08% | +4,427+9.9% | Added |
| Transcend Wealth Collective, LLC | 48,973 | $3.87M | 0.43% | +2,524+5.4% | Added |
| Atria Wealth Solutions, Inc. | 48,647 | $3.84M | 0.07% | +16,140+49.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 47,990 | $3.79M | 0.35% | +179+0.4% | Added |
| Highland Capital Management, LLC | 47,863 | $3.78M | 0.29% | −90−0.2% | Reduced |
| Jupiter Wealth Management LLC | 47,633 | $3.76M | 3.78% | +1,295+2.8% | Added |
| Glenmede Trust Co NA | 47,321 | $3.74M | 0.02% | −128,550−73.1% | Reduced |
| SkyOak Wealth, LLC | 47,207 | $3.73M | 1.34% | −591−1.2% | Reduced |
| Wright Investors Service Inc | 46,977 | $3.71M | 1.17% | −2,164−4.4% | Reduced |
| First Hawaiian Bank | 46,972 | $3.71M | 0.14% | −1,621−3.3% | Reduced |
| Sigma Planning Corp | 46,731 | $3.69M | 0.14% | +941+2.1% | Added |
| Loomis Sayles & Co L P | 46,720 | $3.69M | 0.01% | −168,849−78.3% | Reduced |
| Massmutual Trust Co FSB | 46,569 | $3.68M | 0.17% | −2,316−4.7% | Reduced |
| Veritable, L.P. | 45,453 | $3.59M | 0.07% | −5,778−11.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 45,413 | $3.59M | 0.44% | −15,800−25.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 45,400 | $3.59M | 0.05% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 45,283 | $3.58M | 1.33% | +5,150+12.8% | Added |
| Andra AP-fonden | 45,211 | $3.57M | 0.12% | −10,200−18.4% | Reduced |
| Level Four Advisory Services, LLC | 45,115 | $3.56M | 0.35% | −392−0.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 44,972 | $3.55M | 0.20% | +2,649+6.3% | Added |
| Spectrum Management Group, LLC | 44,973 | $3.55M | 0.77% | +15,190+51.0% | Added |
| Mayflower Financial Advisors, LLC | 44,895 | $3.55M | 0.57% | +1,679+3.9% | Added |
| Wesbanco Bank Inc | 44,817 | $3.54M | 0.24% | −121,449−73.0% | Reduced |