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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 18,281 | $1.44M | 0.09% | +8,967+96.3% | Added |
| Insight Inv LLC | 18,185 | $1.44M | 1.59% | −575−3.1% | Reduced |
| Acropolis Investment Management, LLC | 18,184 | $1.44M | 0.15% | +238+1.3% | Added |
| Chemung Canal Trust Co | 18,101 | $1.43M | 0.36% | −2,630−12.7% | Reduced |
| Western Wealth Management, LLC | 17,989 | $1.42M | 0.08% | +229+1.3% | Added |
| Institute for Wealth Management, LLC. | 17,988 | $1.42M | 0.32% | −90−0.5% | Reduced |
| Two Sigma Investments, LP | 17,947 | $1.42M | 0.00% | +17,947 | New |
| NVWM, LLC | 17,875 | $1.41M | 0.56% | +734+4.3% | Added |
| IMC-Chicago, LLC | 17,836 | $1.41M | 0.13% | +17,836 | New |
| Wipfli Financial Advisors LLC, | 17,760 | $1.40M | 0.10% | +17,760 | New |
| Decatur Capital Management, Inc. | 17,742 | $1.40M | 1.06% | −10.0% | Reduced |
| PGGM Investments | 17,737 | $1.40M | 0.02% | +17,737 | New |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $1.40M | 1.26% | −21,839−55.2% | Reduced |
| Trust Investment Advisors | 17,430 | $1.38M | 1.44% | −13−0.1% | Reduced |
| Intrust Bank NA | 17,403 | $1.38M | 0.21% | +788+4.7% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $1.37M | 0.08% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 17,233 | $1.36M | 0.13% | −6,539−27.5% | Reduced |
| Checchi Capital Advisers, LLC | 17,195 | $1.36M | 0.15% | −2,992−14.8% | Reduced |
| Lloyd Park, LLC | 17,200 | $1.36M | 1.68% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 17,190 | $1.36M | 0.03% | +627+3.8% | Added |
| Lazard Asset Management LLC | 17,118 | $1.35M | 0.00% | −3,062−15.2% | Reduced |
| Essex Investment Management Co LLC | 17,096 | $1.35M | 0.22% | −653−3.7% | Reduced |
| Ossiam | 17,087 | $1.35M | 0.04% | −241,728−93.4% | Reduced |
| Merit Financial Group, LLC | 16,958 | $1.34M | 0.06% | −3,480−17.0% | Reduced |
| Oak Asset Management, LLC | 16,953 | $1.34M | 0.65% | +16,953 | New |
| Strategic Advisors LLC | 16,884 | $1.33M | 0.30% | +174+1.0% | Added |
| Bryn Mawr Trust Co | 16,683 | $1.32M | 0.06% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 16,666 | $1.32M | 0.07% | −25,899−60.8% | Reduced |
| Quantinno Capital Management LP | 16,613 | $1.31M | 0.17% | +3,434+26.1% | Added |
| Altman Advisors, Inc. | 16,605 | $1.31M | 0.83% | +359+2.2% | Added |
| Moors & Cabot, Inc. | 16,521 | $1.30M | 0.10% | −15,343−48.2% | Reduced |
| Community Bank, N.A. | 16,495 | $1.30M | 0.20% | +2,039+14.1% | Added |
| Congress Wealth Management LLC | 16,468 | $1.30M | 0.04% | +5,061+44.4% | Added |
| Foundations Investment Advisors, LLC | 16,415 | $1.30M | 0.06% | +4,681+39.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 16,353 | $1.29M | 0.36% | +16,353 | New |
| Allen Investment Management LLC | 16,314 | $1.29M | 0.02% | −343−2.1% | Reduced |
| EverSource Wealth Advisors, LLC | 16,198 | $1.28M | 0.29% | +12,589+348.8% | Added |
| Argus Investors' Counsel, Inc. | 16,120 | $1.27M | 1.13% | −5,300−24.7% | Reduced |
| King Luther Capital Management Corp | 16,128 | $1.27M | 0.01% | −588−3.5% | Reduced |
| Am Investment Strategies LLC | 16,081 | $1.27M | 0.47% | +115+0.7% | Added |
| IFG Advisory, LLC | 16,084 | $1.27M | 0.12% | +9,421+141.4% | Added |
| White Pine Capital LLC | 16,060 | $1.27M | 0.53% | +195+1.2% | Added |
| ARGI Investment Services, LLC | 16,032 | $1.27M | 0.04% | +616+4.0% | Added |
| United Capital Financial Advisers, LLC | 15,990 | $1.26M | 0.01% | −1,548−8.8% | Reduced |
| Meridian Wealth Management, LLC | 15,954 | $1.26M | 0.14% | −525−3.2% | Reduced |
| Central Bank & Trust Co | 15,906 | $1.26M | 0.27% | +5,733+56.4% | Added |
| 1st Source Bank | 15,779 | $1.25M | 0.09% | −120−0.8% | Reduced |
| Trust Asset Management LLC | 15,782 | $1.25M | 0.17% | +979+6.6% | Added |
| XTX Topco Ltd | 15,763 | $1.25M | 0.31% | +15,763 | New |
| Cigna Investments Inc | 15,727 | $1.24M | 0.28% | −1,170−6.9% | Reduced |
| CoreCap Advisors, LLC | 15,647 | $1.24M | 0.10% | +1,484+10.5% | Added |
| Bradley Foster & Sargent Inc | 15,523 | $1.23M | 0.03% | −111−0.7% | Reduced |
| Mystic Asset Management, Inc. | 15,520 | $1.23M | 0.79% | +190+1.2% | Added |
| Kinneret Advisory, LLC | 15,340 | $1.21M | 0.17% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 15,288 | $1.21M | 0.02% | +5,886+62.6% | Added |
| Diligent Investors, LLC | 15,276 | $1.21M | 0.43% | +20.0% | Added |
| Somerset Trust Co | 15,182 | $1.20M | 0.56% | +368+2.5% | Added |
| Long Run Wealth Advisors, LLC | 15,015 | $1.19M | 0.47% | +2,316+18.2% | Added |
| Ballentine Partners, LLC | 15,004 | $1.19M | 0.04% | +1,720+12.9% | Added |
| Parkside Investments, LLC | 15,000 | $1.19M | 0.25% | +3,000+25.0% | Added |
| Financial Counselors Inc | 14,917 | $1.18M | 0.03% | −168−1.1% | Reduced |
| Wolff Wiese Magana LLC | 14,872 | $1.18M | 0.94% | +12,721+591.4% | Added |
| GPS Wealth Strategies Group, LLC | 14,843 | $1.17M | 0.30% | −325−2.1% | Reduced |
| Profund Advisors LLC | 14,852 | $1.17M | 0.08% | −271−1.8% | Reduced |
| Ashburton (Jersey) Ltd | 14,822 | $1.17M | 0.70% | +14,822 | New |
| Vise Technologies, Inc. | 14,774 | $1.17M | 0.44% | +3,572+31.9% | Added |
| Chesapeake Wealth Management | 14,725 | $1.16M | 0.53% | +3,500+31.2% | Added |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.16M | 0.56% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 14,605 | $1.15M | 1.10% | +680+4.9% | Added |
| SevenBridge Financial Group, LLC | 14,565 | $1.15M | 0.39% | −74−0.5% | Reduced |
| Sowell Financial Services LLC | 14,501 | $1.15M | 0.12% | −3,050−17.4% | Reduced |
| Duff & Phelps Investment Management Co | 14,501 | $1.15M | 0.01% | −1,110−7.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 14,496 | $1.15M | 0.49% | +283+2.0% | Added |
| South State Corp. | 14,470 | $1.14M | 0.11% | −833−5.4% | Reduced |
| Zullo Investment Group, Inc. | 14,415 | $1.14M | 0.74% | +49+0.3% | Added |
| SeaCrest Wealth Management, LLC | 14,269 | $1.13M | 0.17% | −53−0.4% | Reduced |
| Ironwood Investment Counsel, LLC | 14,158 | $1.12M | 0.32% | +937+7.1% | Added |
| S&CO Inc | 13,915 | $1.10M | 0.10% | −20.0% | Reduced |
| Harbor Investment Advisory, LLC | 13,915 | $1.10M | 0.18% | +2,140+18.2% | Added |
| Sequoia Financial Advisors, LLC | 24,884 | $1.09M | 0.03% | −926−3.6% | Reduced |
| Columbia Trust Co 01012016 | 13,845 | $1.09M | 0.62% | +552+4.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 13,744 | $1.09M | 0.43% | −597−4.2% | Reduced |
| Abbrea Capital, LLC | 13,657 | $1.08M | 0.20% | +422+3.2% | Added |
| Conning Inc. | 13,613 | $1.08M | 0.04% | −1,579−10.4% | Reduced |
| Boston Partners | 13,568 | $1.07M | 0.00% | +271+2.0% | Added |
| Eidelman Virant Capital | 13,400 | $1.07M | 0.79% | 00.0% | Unchanged |
| Howland Capital Management LLC | 13,527 | $1.07M | 0.07% | 00.0% | Unchanged |
| Strategic Investment Advisors | 13,508 | $1.07M | 0.24% | −762−5.3% | Reduced |
| Systematic Financial Management LP | 13,500 | $1.07M | 0.04% | 00.0% | Unchanged |
| Excalibur Management Corp | 13,481 | $1.06M | 0.60% | −31−0.2% | Reduced |
| Horizon Investments, LLC | 13,612 | $1.06M | 0.03% | +1,536+12.7% | Added |
| Investors Research Corp | 13,416 | $1.06M | 0.32% | 00.0% | Unchanged |
| Wealth Effects LLC | 13,303 | $1.05M | 0.64% | −14−0.1% | Reduced |
| Lake Street Advisors Group, LLC | 13,262 | $1.05M | 0.08% | −284−2.1% | Reduced |
| Atlas Private Wealth Management | 13,175 | $1.04M | 0.75% | +536+4.2% | Added |
| Citizens Financial Group Inc | 13,127 | $1.04M | 0.05% | −486−3.6% | Reduced |
| Waterfront Wealth Inc. | 12,583 | $1.03M | 0.39% | −1,494−10.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,000 | $1.03M | 0.01% | +2,500+23.8% | Added |
| Fund Management at Engine No. 1 LLC | 12,875 | $1.02M | 0.30% | −1,257−8.9% | Reduced |
| FourThought Financial, LLC | 12,843 | $1.01M | 0.15% | −245−1.9% | Reduced |