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 |
|---|---|---|---|---|---|
| Comerica Securities,inc. | 44,774 | $3.54M | 0.29% | −1,184−2.6% | Reduced |
| Simon Quick Advisors, LLC | 44,662 | $3.53M | 0.50% | +489+1.1% | Added |
| Roanoke Asset Management Corp | 44,648 | $3.53M | 1.68% | +200+0.4% | Added |
| Joel Isaacson & Co., LLC | 44,289 | $3.50M | 0.30% | +132+0.3% | Added |
| Shell Asset Management Co | 44,090 | $3.48M | 0.14% | −11,879−21.2% | Reduced |
| Power Corp of Canada | 43,731 | $3.46M | 0.51% | +43,731 | New |
| TownSquare Capital, LLC | 43,278 | $3.42M | 0.10% | −8,215−16.0% | Reduced |
| LGT Group Foundation | 43,202 | $3.41M | 0.13% | −1,314−3.0% | Reduced |
| Huntington National Bank | 42,934 | $3.39M | 0.04% | −873−2.0% | Reduced |
| DCM Advisors, LLC | 42,765 | $3.38M | 1.70% | +3,211+8.1% | Added |
| Regent Investment Management LLC | 42,370 | $3.35M | 0.98% | 00.0% | Unchanged |
| KCS Wealth Advisory | 42,362 | $3.35M | 1.54% | −2,852−6.3% | Reduced |
| Adell Harriman & Carpenter Inc | 41,843 | $3.31M | 0.40% | +5,850+16.3% | Added |
| Pathstone Family Office, LLC | 41,637 | $3.30M | 0.06% | +4,853+13.2% | Added |
| Cypress Financial Planning LLC | 41,656 | $3.29M | 2.34% | −317−0.8% | Reduced |
| Intact Investment Management Inc. | 41,500 | $3.28M | 0.11% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 41,476 | $3.28M | 0.07% | +275+0.7% | Added |
| Tradewinds, LLC. | 40,758 | $3.22M | 2.34% | −545−1.3% | Reduced |
| First Manhattan Co | 40,757 | $3.22M | 0.01% | +850+2.1% | Added |
| CX Institutional | 40,514 | $3.20M | 0.22% | +37,280+1,152.8% | Added |
| Federation des caisses Desjardins du Quebec | 40,288 | $3.18M | 0.04% | +3,163+8.5% | Added |
| IPG Investment Advisors LLC | 40,275 | $3.18M | 0.89% | +11,500+40.0% | Added |
| Steward Partners Investment Advisory, LLC | 40,111 | $3.17M | 0.06% | −5,266−11.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 39,920 | $3.15M | 0.32% | +39,920 | New |
| Maltese Capital Management LLC | 39,600 | $3.13M | 0.74% | −400−1.0% | Reduced |
| Parallel Advisors, LLC | 39,587 | $3.13M | 0.14% | +1,950+5.2% | Added |
| Asio Capital, LLC | 39,330 | $3.11M | 0.99% | +366+0.9% | Added |
| National Asset Management, Inc. | 39,307 | $3.11M | 0.09% | +9,582+32.2% | Added |
| Edgestream Partners, L.P. | 39,183 | $3.10M | 0.24% | +2,451+6.7% | Added |
| Sculati Wealth Management, LLC | 38,967 | $3.08M | 1.82% | +2,341+6.4% | Added |
| Beacon Pointe Advisors, LLC | 38,597 | $3.06M | 0.07% | +11,590+42.9% | Added |
| Avantax Advisory Services, Inc. | 38,625 | $3.05M | 0.05% | −2,548−6.2% | Reduced |
| Cramer Rosenthal McGlynn LLC | 38,565 | $3.05M | 0.15% | +38,565 | New |
| Marshall Wace, LLP | 38,266 | $3.02M | 0.01% | −94,034−71.1% | Reduced |
| Lincluden Management Ltd | 38,191 | $3.02M | 0.38% | −585−1.5% | Reduced |
| Greenleaf Trust | 38,174 | $3.02M | 0.04% | +3,023+8.6% | Added |
| United Fire Group Inc | 38,000 | $3.00M | 2.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 37,926 | $3.00M | 0.17% | +6,420+20.4% | Added |
| Williams Jones Wealth Management, LLC. | 37,800 | $2.99M | 0.05% | +4,922+15.0% | Added |
| Integrated Advisors Network LLC | 37,721 | $2.98M | 0.20% | +3,628+10.6% | Added |
| Industrial Alliance Investment Management Inc. | 37,591 | $2.97M | 0.09% | −371−1.0% | Reduced |
| TBH Global Asset Management, LLC | 37,516 | $2.97M | 0.76% | −996−2.6% | Reduced |
| Patten & Patten Inc | 37,362 | $2.95M | 0.28% | −4,331−10.4% | Reduced |
| Moody National Bank Trust Division | 37,176 | $2.94M | 0.30% | +126+0.3% | Added |
| Everence Capital Management Inc | 36,741 | $2.90M | 0.27% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 36,664 | $2.90M | 0.02% | −144,398−79.8% | Reduced |
| HAP Trading, LLC | 36,680 | $2.90M | 0.37% | +11,868+47.8% | Added |
| Siemens Fonds Invest GmbH | 36,385 | $2.88M | 0.33% | −1,957−5.1% | Reduced |
| Stock Yards Bank & Trust Co | 36,345 | $2.87M | 0.12% | +3,282+9.9% | Added |
| Wetherby Asset Management Inc | 36,291 | $2.87M | 0.20% | +1,980+5.8% | Added |
| Hancock Whitney Corp | 36,159 | $2.86M | 0.12% | −5,720−13.7% | Reduced |
| Mark Stevens | 36,175 | $2.86M | 0.40% | −2,828−7.3% | Reduced |
| Lincoln National Corp | 36,175 | $2.83M | 0.07% | +2,888+8.7% | Added |
| Mirabella Financial Services LLP | 35,330 | $2.82M | 0.29% | +35,330 | New |
| Ritholtz Wealth Management | 35,489 | $2.80M | 0.15% | +8,630+32.1% | Added |
| Dynamic Advisor Solutions LLC | 35,388 | $2.80M | 0.21% | +361+1.0% | Added |
| BOK Financial Private Wealth, Inc. | 35,112 | $2.77M | 0.25% | −264−0.7% | Reduced |
| Twin Tree Management, LP | 34,947 | $2.76M | 0.08% | −70,079−66.7% | Reduced |
| Empirical Finance, LLC | 34,673 | $2.74M | 0.32% | +5,385+18.4% | Added |
| Meiji Yasuda Life Insurance Co | 34,152 | $2.70M | 0.06% | +364+1.1% | Added |
| KCM Investment Advisors LLC | 34,093 | $2.69M | 0.12% | −569−1.6% | Reduced |
| Synovus Financial Corp | 33,857 | $2.69M | 0.03% | −6,717−16.6% | Reduced |
| HB Wealth Management, LLC | 34,014 | $2.69M | 0.06% | −1,094−3.1% | Reduced |
| Geneos Wealth Management Inc. | 33,318 | $2.63M | 0.18% | −2,782−7.7% | Reduced |
| Hunter Associates Investment Management LLC | 33,208 | $2.62M | 0.68% | −609−1.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 33,208 | $2.62M | 2.31% | +300+0.9% | Added |
| Community Trust & Investment Co | 33,180 | $2.62M | 0.25% | +934+2.9% | Added |
| Raymond James Trust N.A. | 33,147 | $2.62M | 0.10% | +428+1.3% | Added |
| Coastline Trust Co | 32,810 | $2.59M | 0.41% | +1,264+4.0% | Added |
| Meritage Portfolio Management | 32,652 | $2.58M | 0.21% | +1,773+5.7% | Added |
| Symmetry Partners, LLC | 32,559 | $2.57M | 0.17% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 32,362 | $2.56M | 0.01% | −2,468−7.1% | Reduced |
| Phoenix Holdings Ltd. | 31,823 | $2.55M | 0.06% | +4,217+15.3% | Added |
| Kestra Private Wealth Services, LLC | 32,047 | $2.53M | 0.15% | +4,635+16.9% | Added |
| Hoey Investments, Inc | 31,577 | $2.50M | 1.04% | +13,814+77.8% | Added |
| Northeast Investment Management | 31,396 | $2.48M | 0.17% | −40.0% | Reduced |
| City Holding Co | 31,313 | $2.47M | 0.49% | +1,010+3.3% | Added |
| Foster & Motley Inc | 31,209 | $2.47M | 0.23% | −2,834−8.3% | Reduced |
| Quantitative Investment Management, LLC | 31,196 | $2.46M | 0.41% | +31,196 | New |
| Linscomb & Williams, Inc. | 31,066 | $2.46M | 0.15% | +4,697+17.8% | Added |
| Vestcor Inc | 30,911 | $2.44M | 0.09% | −181−0.6% | Reduced |
| Lipe & Dalton | 30,830 | $2.44M | 1.53% | +20.0% | Added |
| Occidental Asset Management, LLC | 30,481 | $2.41M | 0.72% | +1,318+4.5% | Added |
| LMCG Investments, LLC | 30,452 | $2.41M | 0.18% | −610−2.0% | Reduced |
| Van Eck Associates Corp | 30,303 | $2.40M | 0.01% | −343−1.1% | Reduced |
| Lido Advisors, LLC | 30,241 | $2.39M | 0.05% | −200−0.7% | Reduced |
| Lakeview Capital Partners, LLC | 30,038 | $2.37M | 0.93% | +23,029+328.6% | Added |
| Gifford Fong Associates | 30,000 | $2.37M | 0.59% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 29,423 | $2.33M | 0.35% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 29,094 | $2.30M | 0.32% | +162+0.6% | Added |
| Axxcess Wealth Management, LLC | 28,876 | $2.28M | 0.23% | +3,216+12.5% | Added |
| Wolverine Asset Management LLC | 28,820 | $2.28M | 0.03% | −25,706−47.1% | Reduced |
| Private Wealth Partners, LLC | 28,720 | $2.27M | 0.29% | −12,830−30.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 28,204 | $2.23M | 0.03% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 27,747 | $2.19M | 1.46% | 00.0% | Unchanged |
| Next Level Private LLC | 26,248 | $2.18M | 1.92% | +26,248 | New |
| Signaturefd, LLC | 27,582 | $2.18M | 0.07% | +2,678+10.8% | Added |
| Altrafin AG | 27,453 | $2.17M | 1.30% | −1,374−4.8% | Reduced |
| Park Avenue Securities LLC | 27,416 | $2.17M | 0.04% | −854−3.0% | Reduced |
| InterOcean Capital Group, LLC | 27,420 | $2.17M | 0.09% | +754+2.8% | Added |