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 |
|---|---|---|---|---|---|
| Carroll Investors, Inc | 27,375 | $2.17M | 1.75% | +27,375 | New |
| Stolper Co | 27,275 | $2.15M | 1.06% | +2,048+8.1% | Added |
| Venture Visionary Partners LLC | 27,201 | $2.15M | 0.17% | −1,396−4.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 27,006 | $2.13M | 0.12% | −22,523−45.5% | Reduced |
| Dimension Capital Management LLC | 26,940 | $2.13M | 0.52% | −177−0.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 26,914 | $2.13M | 0.31% | −2,055−7.1% | Reduced |
| Great Diamond Partners, LLC | 26,834 | $2.12M | 0.72% | +912+3.5% | Added |
| Heron Financial Group, LLC | 26,718 | $2.11M | 1.30% | +270+1.0% | Added |
| TCG Advisory Services, LLC | 26,547 | $2.10M | 0.63% | +913+3.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 26,524 | $2.10M | 0.75% | +757+2.9% | Added |
| Freedom Day Solutions, LLC | 26,421 | $2.09M | 1.13% | −734−2.7% | Reduced |
| Meeder Asset Management Inc | 26,388 | $2.08M | 0.12% | +2,808+11.9% | Added |
| Sepio Capital, LP | 26,241 | $2.07M | 0.21% | +22,365+577.0% | Added |
| Caldwell Trust Co | 26,234 | $2.07M | 0.31% | +393+1.5% | Added |
| L2 Asset Management, LLC | 26,221 | $2.07M | 1.54% | +1,606+6.5% | Added |
| Culbertson A N & Co Inc | 26,145 | $2.06M | 0.48% | −160−0.6% | Reduced |
| Morse Asset Management, Inc | 26,113 | $2.06M | 0.78% | +3,150+13.7% | Added |
| Pacer Advisors, Inc. | 25,738 | $2.03M | 0.01% | +170+0.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 25,618 | $2.02M | 0.10% | −7,266−22.1% | Reduced |
| Centiva Capital, LP | 25,623 | $2.02M | 0.15% | +25,623 | New |
| HCR Wealth Advisors | 25,240 | $1.99M | 0.42% | −301−1.2% | Reduced |
| Greenwich Wealth Management LLC | 24,971 | $1.97M | 0.21% | +336+1.4% | Added |
| Cresset Asset Management, LLC | 24,967 | $1.97M | 0.02% | −14,754−37.1% | Reduced |
| Texas Yale Capital Corp. | 24,893 | $1.97M | 0.13% | +238+1.0% | Added |
| Clear Street Markets LLC | 24,779 | $1.96M | 0.37% | +154+0.6% | Added |
| AlphaCrest Capital Management LLC | 24,726 | $1.95M | 0.12% | −4,658−15.9% | Reduced |
| Copperwynd Financial, LLC | 24,388 | $1.93M | 1.11% | +24,388 | New |
| Koshinski Asset Management, Inc. | 24,200 | $1.91M | 0.23% | −141−0.6% | Reduced |
| Cerity Partners LLC | 24,183 | $1.91M | 0.02% | +71+0.3% | Added |
| Integrated Wealth Concepts LLC | 24,142 | $1.91M | 0.06% | +919+4.0% | Added |
| Desjardins Global Asset Management Inc. | 24,098 | $1.90M | 0.24% | −4,419−15.5% | Reduced |
| KMG Fiduciary Partners, LLC | 24,021 | $1.90M | 0.37% | +457+1.9% | Added |
| Advisory Services Network, LLC | 23,819 | $1.88M | 0.07% | +266+1.1% | Added |
| Equitable Trust Co | 23,725 | $1.87M | 0.16% | −339−1.4% | Reduced |
| Arcus Capital Partners, LLC | 23,538 | $1.86M | 0.78% | −153−0.6% | Reduced |
| Baader Bank INC | 23,450 | $1.85M | 0.16% | +4,850+26.1% | Added |
| Griffin Asset Management, Inc. | 23,109 | $1.83M | 0.30% | +606+2.7% | Added |
| Hudson Canyon Capital Management | 23,100 | $1.83M | 1.81% | −1,189−4.9% | Reduced |
| TCTC Holdings, LLC | 23,090 | $1.82M | 0.08% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 23,093 | $1.82M | 0.03% | +3,479+17.7% | Added |
| 55I, LLC | 23,016 | $1.82M | 0.05% | +17,443+313.0% | Added |
| Sumitomo Life Insurance Co | 22,581 | $1.78M | 0.08% | −2,723−10.8% | Reduced |
| Capital Investment Advisors, LLC | 22,500 | $1.78M | 0.06% | +1,245+5.9% | Added |
| Regions Financial Corp | 22,398 | $1.77M | 0.02% | −662−2.9% | Reduced |
| Alaethes Wealth LLC | 22,390 | $1.77M | 1.30% | +807+3.7% | Added |
| Verition Fund Management LLC | 22,365 | $1.77M | 0.02% | −83,622−78.9% | Reduced |
| Bank of New Hampshire | 22,354 | $1.77M | 0.55% | −381−1.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 22,263 | $1.76M | 0.10% | −3,107−12.2% | Reduced |
| We Are One Seven, LLC | 20,212 | $1.75M | 0.17% | −105−0.5% | Reduced |
| Goodwin Daniel L | 22,000 | $1.74M | 1.00% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 22,000 | $1.74M | 0.18% | 00.0% | Unchanged |
| Arrow Financial Corp | 21,970 | $1.74M | 0.25% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 21,967 | $1.74M | 0.13% | +93+0.4% | Added |
| Clarius Group, LLC | 21,912 | $1.73M | 0.17% | +569+2.7% | Added |
| Leavell Investment Management, Inc. | 21,886 | $1.73M | 0.14% | +2,369+12.1% | Added |
| Snowden Capital Advisors LLC | 21,816 | $1.72M | 0.08% | −1,249−5.4% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $1.72M | 0.09% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 21,645 | $1.71M | 0.50% | +425+2.0% | Added |
| Balasa Dinverno & Foltz LLC | 21,578 | $1.71M | 0.11% | +3,084+16.7% | Added |
| Courier Capital LLC | 21,472 | $1.70M | 0.21% | −444−2.0% | Reduced |
| Neville Rodie & Shaw Inc | 21,430 | $1.69M | 0.17% | −30,440−58.7% | Reduced |
| Savant Capital, LLC | 21,155 | $1.67M | 0.05% | −568−2.6% | Reduced |
| Prudent Man Advisors, LLC | 21,088 | $1.67M | 0.79% | +765+3.8% | Added |
| Stratos Wealth Partners, LTD. | 21,063 | $1.66M | 0.05% | +242+1.2% | Added |
| Opus Investment Management Inc | 21,000 | $1.66M | 0.39% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 21,000 | $1.66M | 0.41% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 20,798 | $1.64M | 0.19% | +787+3.9% | Added |
| Ascent Wealth Partners, LLC | 20,635 | $1.63M | 0.39% | −1,356−6.2% | Reduced |
| Gries Financial LLC | 20,616 | $1.63M | 0.69% | +3,151+18.0% | Added |
| Kovitz Investment Group Partners, LLC | 20,597 | $1.63M | 0.04% | +951+4.8% | Added |
| Convergence Investment Partners, LLC | 20,570 | $1.63M | 1.06% | −87−0.4% | Reduced |
| Ameliora Wealth Management Ltd. | 21,150 | $1.62M | 0.88% | +21,150 | New |
| Brown Brothers Harriman & Co | 20,472 | $1.62M | 0.02% | +2,945+16.8% | Added |
| Toroso Investments, LLC | 20,446 | $1.61M | 0.07% | +714+3.6% | Added |
| United Asset Strategies, Inc. | 20,428 | $1.61M | 0.25% | +20,428 | New |
| YorkBridge Wealth Partners, LLC | 20,250 | $1.60M | 0.41% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 20,180 | $1.59M | 0.62% | −1,253−5.8% | Reduced |
| Apollon Wealth Management, LLC | 20,178 | $1.59M | 0.13% | +5,370+36.3% | Added |
| Cumberland Partners Ltd | 20,140 | $1.59M | 0.17% | −198−1.0% | Reduced |
| UBP Investment Advisors SA | 20,150 | $1.59M | 0.82% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 20,060 | $1.58M | 0.11% | −13,361−40.0% | Reduced |
| Seven Eight Capital, LP | 20,044 | $1.58M | 0.32% | +20,044 | New |
| Cunning Capital Partners, LP | 19,870 | $1.57M | 1.24% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 19,814 | $1.57M | 0.02% | −997−4.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 19,629 | $1.55M | 0.38% | −1,326−6.3% | Reduced |
| Castleark Management LLC | 19,600 | $1.55M | 0.09% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 19,552 | $1.54M | 0.25% | −878−4.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 19,519 | $1.54M | 0.13% | +1,735+9.8% | Added |
| Modera Wealth Management, LLC | 19,026 | $1.50M | 0.08% | −321−1.7% | Reduced |
| Abbot Financial Management, Inc. | 19,020 | $1.50M | 1.07% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 19,027 | $1.50M | 0.14% | +313+1.7% | Added |
| AdvisorNet Financial, Inc | 19,006 | $1.50M | 0.15% | −4,495−19.1% | Reduced |
| Redwood Investment Management, LLC | 18,948 | $1.50M | 0.31% | +18,948 | New |
| Charles Carroll Financial Partners, LLC | 18,828 | $1.49M | 2.40% | −1,950−9.4% | Reduced |
| Forum Financial Management, LP | 18,735 | $1.48M | 0.07% | −203−1.1% | Reduced |
| Brasada Capital Management, LP | 18,638 | $1.47M | 0.35% | −7,473−28.6% | Reduced |
| Pitcairn Co | 18,611 | $1.47M | 0.16% | −619−3.2% | Reduced |
| Keebeck Alpha, LP | 18,420 | $1.46M | 0.78% | +1,062+6.1% | Added |
| Two Sigma Securities, LLC | 18,377 | $1.45M | 0.21% | +18,377 | New |
| Veriti Management LLC | 18,359 | $1.45M | 0.21% | +268+1.5% | Added |