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 |
|---|---|---|---|---|---|
| Wintrust Investments LLC | 12,815 | $1.01M | 0.13% | +610+5.0% | Added |
| First National Trust Co | 12,788 | $1.01M | 0.06% | −19−0.1% | Reduced |
| Whittier Trust Co | 12,754 | $1.01M | 0.02% | +580+4.8% | Added |
| Dorsey & Whitney Trust CO LLC | 12,727 | $1.01M | 0.11% | +103+0.8% | Added |
| Quadrant Capital Group LLC | 12,726 | $1.00M | 0.13% | +1,011+8.6% | Added |
| Northwest & Ethical Investments L.P. | 12,719 | $1.00M | 0.04% | −1,809−12.5% | Reduced |
| Affinity Investment Advisors, LLC | 12,653 | $1.00M | 0.52% | −21,863−63.3% | Reduced |
| Golden Green, Inc. | 12,637 | $998.0K | 1.08% | −420−3.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $996.0K | 0.43% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 12,588 | $995.0K | 0.13% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 12,562 | $993.0K | 0.06% | −327−2.5% | Reduced |
| Bard Financial Services, Inc. | 12,495 | $987.0K | 0.09% | +1,125+9.9% | Added |
| Salem Investment Counselors Inc | 12,476 | $986.0K | 0.04% | +360+3.0% | Added |
| Viewpoint Capital Management LLC | 12,335 | $975.0K | 0.96% | +50+0.4% | Added |
| Aigen Investment Management, LP | 12,299 | $972.0K | 0.14% | +12,299 | New |
| Kesler, Norman & Wride, LLC | 12,216 | $965.0K | 0.27% | −768−5.9% | Reduced |
| Dakota Wealth Management | 12,140 | $959.0K | 0.08% | +1,427+13.3% | Added |
| Empowered Funds, LLC | 12,064 | $954.0K | 0.09% | +2,845+30.9% | Added |
| Triangle Securities Wealth Management | 12,050 | $952.0K | 0.39% | −125−1.0% | Reduced |
| Delta Asset Management LLC | 12,016 | $949.0K | 0.11% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 12,006 | $949.0K | 0.14% | +1,915+19.0% | Added |
| WCG Wealth Advisors LLC | 11,100 | $947.0K | 0.13% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 11,963 | $945.0K | 1.18% | −1,554−11.5% | Reduced |
| Buckley Wealth Management, LLC | 11,904 | $941.0K | 0.35% | −3,552−23.0% | Reduced |
| Virtu Financial LLC | 11,871 | $938.0K | 0.09% | −12,763−51.8% | Reduced |
| Sawtooth Solutions, LLC | 11,868 | $938.0K | 0.14% | +1,829+18.2% | Added |
| Perigon Wealth Management, LLC | 11,841 | $936.0K | 0.08% | +2,744+30.2% | Added |
| Berkshire Asset Management LLC | 11,803 | $933.0K | 0.07% | −983−7.7% | Reduced |
| Donald L. Hagan, LLC | 11,760 | $929.0K | 0.66% | +514+4.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,747 | $928.0K | 0.11% | −56−0.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 11,626 | $919.0K | 0.01% | −1,146−9.0% | Reduced |
| Pacific Global Investment Management CO | 11,611 | $917.0K | 0.22% | +84+0.7% | Added |
| Cape Ann Savings Bank | 11,596 | $916.2K | 0.73% | +73+0.6% | Added |
| Pekin Hardy Strauss, Inc. | 11,542 | $912.0K | 0.15% | +1,000+9.5% | Added |
| Vident Investment Advisory, LLC | 16,272 | $909.0K | 0.03% | +896+5.8% | Added |
| Wealthcare Advisory Partners LLC | 11,493 | $908.0K | 0.05% | −1,486−11.4% | Reduced |
| Allworth Financial LP | 11,498 | $908.0K | 0.01% | +1,386+13.7% | Added |
| Quent Capital, LLC | 11,497 | $908.0K | 0.19% | +3,779+49.0% | Added |
| AMG National Trust Bank | 11,495 | $908.0K | 0.03% | +4,903+74.4% | Added |
| J.W. Cole Advisors, Inc. | 11,444 | $904.0K | 0.08% | +783+7.3% | Added |
| Ar Asset Management Inc | 11,400 | $901.0K | 0.27% | 00.0% | Unchanged |
| Lansing Street Advisors | 11,310 | $894.0K | 0.69% | +100+0.9% | Added |
| Berkeley Capital Partners, LLC | 11,312 | $894.0K | 0.39% | +1,211+12.0% | Added |
| Helios Capital Management Pte. Ltd | 11,300 | $893.0K | 1.71% | +11,300 | New |
| Brighton Jones LLC | 11,294 | $892.0K | 0.05% | +872+8.4% | Added |
| GFG Capital, LLC | 11,272 | $891.0K | 0.29% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16,422 | $888.0K | 0.03% | +4,366+36.2% | Added |
| Maven Securities LTD | 11,225 | $887.0K | 0.04% | +5,896+110.6% | Added |
| NCM Capital Management, LLC | 11,195 | $885.0K | 0.67% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 11,103 | $876.0K | 0.04% | −1,112−9.1% | Reduced |
| Childress Capital Advisors, LLC | 11,041 | $872.0K | 0.34% | −654−5.6% | Reduced |
| Old National Bancorp | 11,040 | $872.0K | 0.03% | +41+0.4% | Added |
| P.A.W. Capital Corp | 11,000 | $869.0K | 1.30% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 10,908 | $862.0K | 0.12% | −1,105−9.2% | Reduced |
| Atlas Private Wealth Advisors | 10,886 | $860.0K | 0.52% | +25+0.2% | Added |
| McDonald Partners LLC | 10,867 | $859.0K | 0.33% | −6,867−38.7% | Reduced |
| Vanguard Capital Wealth Advisors | 10,822 | $855.0K | 1.04% | +149+1.4% | Added |
| Roberts Capital Advisors, LLC | 10,785 | $852.0K | 1.23% | 00.0% | Unchanged |
| Diametric Capital, LP | 10,761 | $850.0K | 0.43% | +10,761 | New |
| Mather Group, LLC. | 10,703 | $845.0K | 0.02% | −2,893−21.3% | Reduced |
| Wedbush Securities Inc | 10,679 | $844.0K | 0.05% | +1,667+18.5% | Added |
| Pallas Capital Advisors LLC | 10,075 | $842.0K | 0.09% | +31+0.3% | Added |
| Red Cedar Investment Management, LLC | 10,480 | $828.0K | 0.14% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 10,445 | $825.0K | 0.08% | +616+6.3% | Added |
| Gotham Asset Management, LLC | 10,278 | $812.0K | 0.02% | +248+2.5% | Added |
| Relyea Zuckerberg Hanson LLC | 10,251 | $810.0K | 0.29% | +204+2.0% | Added |
| Precision Wealth Strategies, LLC | 10,175 | $808.0K | 0.71% | −890−8.0% | Reduced |
| Orion Portfolio Solutions, LLC | 10,184 | $805.0K | 0.03% | +1,932+23.4% | Added |
| Washington Trust Co | 10,183 | $804.0K | 0.04% | +700+7.4% | Added |
| Voya Financial Advisors, Inc. | 10,046 | $802.0K | 0.10% | +50.0% | Added |
| Calamos Wealth Management LLC | 10,108 | $799.0K | 0.07% | −755−7.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,123 | $799.0K | 0.58% | +46+0.5% | Added |
| Davenport & Co LLC | 10,069 | $796.0K | 0.01% | −1,971−16.4% | Reduced |
| Caerus Investment Advisors, LLC | 10,079 | $796.0K | 1.00% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 10,065 | $795.0K | 0.09% | +2,103+26.4% | Added |
| Caption Management, LLC | 10,000 | $790.0K | 0.14% | −28,500−74.0% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $790.0K | 0.02% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 10,000 | $790.0K | 0.21% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 9,992 | $790.0K | 0.06% | 00.0% | Unchanged |
| Diversified Trust Co | 9,974 | $788.0K | 0.04% | −6,057−37.8% | Reduced |
| Private Trust Co NA | 9,955 | $787.0K | 0.13% | +294+3.0% | Added |
| New England Research & Management, Inc. | 9,942 | $786.0K | 0.50% | −300−2.9% | Reduced |
| Resources Investment Advisors, LLC. | 9,898 | $782.0K | 0.03% | +451+4.8% | Added |
| Wealthspire Advisors, LLC | 9,875 | $780.0K | 0.02% | −1,066−9.7% | Reduced |
| Pennsylvania Capital Management Inc | 9,859 | $779.0K | 0.43% | +756+8.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,805 | $775.0K | 0.30% | −149−1.5% | Reduced |
| Lebenthal Global Advisors, LLC | 9,703 | $766.0K | 0.35% | −1,362−12.3% | Reduced |
| Gofen & Glossberg LLC | 9,657 | $763.0K | 0.02% | +608+6.7% | Added |
| Sentry Investment Management LLC | 9,588 | $758.0K | 0.36% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 9,562 | $755.0K | 0.01% | −1,040−9.8% | Reduced |
| Parcion Private Wealth LLC | 9,538 | $753.0K | 0.09% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 9,509 | $751.0K | 0.59% | −382−3.9% | Reduced |
| CTC Capital Management, LLC | 9,500 | $751.0K | 0.62% | +9,500 | New |
| Sage Rhino Capital LLC | 9,399 | $743.0K | 0.30% | +132+1.4% | Added |
| Trust Co of Vermont | 9,384 | $741.0K | 0.06% | +243+2.7% | Added |
| Parsons Capital Management Inc | 9,326 | $737.0K | 0.07% | +245+2.7% | Added |
| Garner Asset Management Corp | 9,283 | $734.0K | 0.39% | +9,283 | New |
| Brookstone Capital Management | 9,568 | $733.0K | 0.02% | −336−3.4% | Reduced |
| Stableford Capital II LLC | 9,245 | $732.0K | 0.35% | −683−6.9% | Reduced |
| Asset Dedication, LLC | 9,288 | $731.0K | 0.08% | +9,288 | New |