Skip to main content

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

Q4 2022 vs. Q3 2022

How the institutions holding Morgan Stanley changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of MS: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders1,586341,682+130
Shares1.43B3.45M1.41B−8.27M (−0.6%)
Value$112.7B$272.8M$120.2B+$7.79B (+6.9%)

34 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (218)

Institutions that held Morgan Stanley at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 218 by value.

Institutions new to MS in Q4 2022
InstitutionSharesValue% of portfolio
CI Private Wealth, LLC483,071$41.1M0.15%
Camden Capital, LLC279,229$23.7M3.76%
Point72 Asset Management, L.P.237,192$20.2M0.08%
Harvest Portfolios Group Inc.234,689$20.0M1.15%
Teewinot Capital Advisers, L.L.C.185,903$15.8M3.56%
Voloridge Investment Management, LLC141,935$12.1M0.07%
Kettle Hill Capital Management, LLC140,182$11.9M2.34%
Easterly Investment Partners LLC107,696$9.16M0.79%
La Banque Postale Asset Management SA104,670$8.90M0.25%
New Republic Capital, LLC101,539$8.63M6.81%
Maryland State Retirement & Pension System96,709$8.22M0.24%
Agf Management Ltd95,814$8.15M0.06%
Coronation Fund Managers Ltd.87,939$7.48M0.21%
Holocene Advisors, LP75,998$6.46M0.04%
Chiron Investment Management, LLC65,713$5.59M1.31%
Tudor Investment Corp Et Al65,245$5.55M0.14%
PEAK6 Investments LLC62,993$5.36M0.30%
Bridgewater Associates, LP62,501$5.31M0.03%
Fiduciary Alliance LLC61,202$5.20M1.35%
Coldstream Capital Management Inc60,654$5.16M0.19%
Allstate Investment Management Co55,392$4.71M0.14%
FORA Capital, LLC53,788$4.57M0.74%
Jefferies Financial Group Inc.49,925$4.24M0.07%
Trifecta Capital Advisors, LLC49,410$4.20M1.67%
Cornerstone Wealth Group, LLC46,912$3.99M0.75%
Occudo Quantitative Strategies LP42,235$3.59M0.42%
Clough Capital Partners L P37,500$3.19M0.32%
Investment Management Corp of Ontario36,641$3.12M0.15%
Alley Investment Management Company, LLC36,039$3.06M0.53%
Aspen Grove Capital, LLC35,921$3.05M1.41%
Marathon Trading Investment Management LLC35,371$3.01M2.00%
Leonteq Securities AG35,313$3.00M0.16%
Otter Creek Advisors, LLC35,000$2.98M2.65%
Cyndeo Wealth Partners, LLC29,900$2.54M0.30%
Capital Group Investment Management Pte. Ltd.26,951$2.29M0.09%
Meeder Advisory Services, Inc.24,798$2.11M0.27%
Caas Capital Management LP22,700$1.93M0.37%
Bleakley Financial Group, LLC21,174$1.80M0.06%
Portman Square Capital LLP21,082$1.79M0.88%
Paralel Advisors LLC20,224$1.72M0.10%
Harvest Investment Advisors, LLC19,029$1.62M1.52%
DoubleLine ETF Adviser LP18,603$1.58M0.81%
Capital Markets Trading UK LLP15,928$1.35M3.58%
Paradigm Asset Management Co LLC15,600$1.33M0.37%
ExodusPoint Capital Management, LP15,375$1.31M0.02%
Green Harvest Asset Management LLC15,086$1.28M0.06%
Delphi Management Inc15,079$1.28M1.55%
Schear Investment Advisers, LLC15,048$1.28M1.58%
Zenyatta Capital Management LP15,000$1.28M0.71%
Krilogy Financial LLC14,548$1.24M0.12%
River Street Advisors LLC14,340$1.22M1.31%
SYSTM Wealth Solutions LLC13,868$1.18M0.15%
FourThought Financial Partners, LLC12,771$1.09M0.16%
Beese Fulmer Investment Management, Inc.12,445$1.06M0.13%
Transamerica Financial Advisors, Inc.12,017$1.02M0.15%
Marex Group plc10,854$922.9K0.13%
Mork Capital Management, LLC9,930$844.2K0.65%
Hodges Capital Management Inc.9,911$843.0K0.07%
Qsemble Capital Management, LP9,700$824.7K0.57%
NWK Group, Inc.9,348$794.8K0.58%
Alpha Cubed Investments, LLC8,986$764.0K0.06%
AFS Financial Group, LLC8,985$763.9K0.54%
Bremer Bank National Association8,332$709.0K0.14%
AIA Group Ltd8,174$695.0K0.04%
Johnson & White Wealth Management, LLC3,709$666.0K0.98%
Mint Tower Capital Management B.V.7,700$655.0K0.07%
Park Edge Advisors, LLC7,588$645.1K0.28%
Auto-Owners Insurance Co7,500$637.6K0.02%
Northern Financial Advisors Inc7,144$607.4K0.69%
Viawealth, LLC6,928$607.1K0.50%
DFPG Investments, LLC6,673$596.8K0.10%
EP Wealth Advisors, LLC6,964$592.1K0.01%
Insigneo Advisory Services, LLC6,715$571.0K0.22%
Ibex Wealth Advisors6,707$570.0K0.13%
DRW Securities, LLC6,289$535.0K0.11%
One River Asset Management, LLC6,235$530.8K0.36%
US Asset Management LLC6,231$530.0K0.57%
Chapin Davis, Inc.6,214$528.3K0.31%
Cantor Fitzgerald, L. P.6,187$526.0K0.01%
Clifford Group, LLC6,102$518.8K0.65%
Unigestion Holding SA6,057$516.3K0.03%
Red Lighthouse Investment Management, LLC5,950$505.9K0.26%
First County Bank5,888$500.6K0.24%
Silvia McColl Wealth Management, LLC5,725$486.7K0.48%
CMT Capital Markets Trading GmbH5,500$468.0K0.26%
GraniteShares Advisors LLC5,347$454.6K0.38%
Integris Wealth Management, LLC5,019$426.7K0.17%
Tanager Wealth Management LLP4,903$416.9K0.11%
Arista Wealth Management, LLC4,815$409.4K0.26%
Mosaic Family Wealth Partners, LLC4,800$408.1K0.12%
Sound View Wealth Advisors Group, LLC4,370$407.5K0.04%
First Dallas Securities Inc.4,600$391.0K0.24%
STAR Financial Bank4,564$388.0K0.38%
Hartline Investment Corp4,544$386.3K0.09%
Jump Financial, LLC4,503$382.8K0.02%
ASB Consultores, LLC4,496$382.3K0.16%
Baron Wealth Management LLC4,456$378.9K0.29%
CBOE Vest Financial, LLC4,368$371.4K0.06%
Oversea-Chinese Banking CORP Ltd4,306$366.0K0.02%
Waddell & Associates, LLC4,234$360.0K0.06%

Sold out (88)

Institutions that held Morgan Stanley at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of MS in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Junto Capital Management LP1,094,015$86.4M
Westfield Capital Management Co LP783,459$61.9M
Capitolis Advisors LLC410,753$32.5M
Alyeska Investment Group, L.P.379,160$30.0M
Walleye Capital LLC173,730$13.7M
Winton Group Ltd158,078$12.5M
Private Capital Advisors, Inc.107,295$8.48M
Tweedy, Browne Co LLC105,055$8.30M
Simplex Trading, LLC76,477$6.04M
Quadrature Capital Ltd76,440$6.04M
Alberta Investment Management Corp73,308$5.79M
Interval Partners, LP69,876$5.52M
Wills Financial Group, Inc.68,965$5.45M
Point72 Hong Kong Ltd50,215$3.97M
Tradewinds, LLC.40,758$3.22M
Marshall Wace, LLP38,266$3.02M
Mirabella Financial Services LLP35,330$2.82M
Quantitative Investment Management, LLC31,196$2.46M
Wolverine Asset Management LLC28,820$2.28M
TCG Advisory Services, LLC26,547$2.10M
AlphaCrest Capital Management LLC24,726$1.95M
Copperwynd Financial, LLC24,388$1.93M
Baader Bank INC23,450$1.85M
Seven Eight Capital, LP20,044$1.58M
Two Sigma Investments, LP17,947$1.42M
IMC-Chicago, LLC17,836$1.41M
Grantham, Mayo, Van Otterloo & Co. LLC13,000$1.03M
Golden Green, Inc.12,637$998.0K
Maven Securities LTD11,225$887.0K
P.A.W. Capital Corp11,000$869.0K
Precision Wealth Strategies, LLC10,175$808.0K
Caption Management, LLC10,000$790.0K
CTC Capital Management, LLC9,500$751.0K
SRN Advisors, LLC9,239$730.0K
Henshaw Capital LLC9,061$715.9K
Blueshift Asset Management, LLC7,914$625.0K
TrimTabs Asset Management, LLC7,724$610.0K
Cape Cod Five Cents Savings Bank5,625$444.0K
XR Securities LLC5,137$406.0K
OPSEU Pension Plan Trust Fund5,039$406.0K
Churchill Management Corp5,000$395.0K
Investment Partners, Ltd.4,342$343.0K
Peak Planning Group, LLC4,149$327.8K
Steel Peak Wealth Management LLC4,021$318.0K
LWM Advisory Services, LLC3,863$305.0K
Benchmark Investment Advisors LLC3,798$300.0K
Highland Private Wealth Management3,738$296.0K
LMR Partners LLP3,602$285.0K
DSC Advisors, L.P.3,427$271.0K
Shilanski & Associates, Inc.3,181$251.0K
Keebeck Wealth Management, LLC3,102$245.0K
Flagship Harbor Advisors, LLC3,017$238.0K
David R. Rahn & Associates Inc.3,000$237.0K
Alta Wealth Advisors LLC2,988$236.0K
Northwest Bancshares, Inc.2,859$226.0K
Lion Street Advisors, LLC2,776$219.0K
Fiduciary Group LLC2,460$218.0K
180 Wealth Advisors, LLC2,692$213.0K
Sunflower Bank, N.A.2,697$213.0K
Univest Financial Corp2,663$210.0K
Asset Allocation & Management Company, LLC2,660$210.0K
Ropes Wealth Advisors LLC2,649$209.0K
Segall Bryant & Hamill, LLC2,605$207.0K
Echo Street Capital Management LLC2,589$205.0K
Journey Advisory Group, LLC2,300$182.0K
South Dakota Investment Council2,200$174.0K
Advanced Research Investment Solutions, LLC1,526$121.0K
Neo Ivy Capital Management1,510$119.0K
Mizuho Securities Co. Ltd.1,280$101.0K
Tobam1,267$100.0K
Premier Asset Management LLC11,043$90.0K
Investors Asset Management of Georgia Inc1,047$83.0K
Selective Wealth Management, Inc.978$77.0K
Oxler Private Wealth LLC804$63.6K
Standard Family Office LLC700$55.0K
Almanack Investment Partners, LLC.658$52.0K
Professional Financial Advisors, LLC601$47.0K
PFS Partners, LLC500$39.5K
Paloma Partners Management Co400$32.0K
Pacifica Partners Inc.269$22.0K
Sugarloaf Wealth Management, LLC155$13.0K
Karlinski Andrew C142$11.0K
Bellwether Advisors, LLC80$6.00K
Itau Unibanco Holding S.A.57$5.00K
Householder Group Estate & Retirement Specialist, LLC71$5.00K
Ellis Investment Partners, LLC42$3.00K
Toth Financial Advisory Corp20$2.00K
EdgeRock Capital LLC10$1.00K

Not filed for Q4 2022 yet (34)

Institutions that held Morgan Stanley at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.