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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; 2,745 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, Q4 2022

Institutional positions in Morgan Stanley as of Dec 31, 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
1,682
+130 vs. Q3 2022
Shares held
1.41B
−8.27M (−0.6%) vs. Q3 2022
Total value
$120.2B
+$7.79B (+6.9%) vs. Q3 2022
New holders
218
608 more added
Sold out
88
626 more reduced

34 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 1,682 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,673 institutionsQ2 2022: 1,607 institutionsQ3 2022: 1,586 institutionsQ4 2022: 1,682 institutionsQ1 2023: 1,674 institutionsQ2 2023: 1,689 institutionsQ3 2023: 1,671 institutionsQ4 2023: 1,761 institutionsQ1 2024: 1,799 institutionsQ2 2024: 1,829 institutionsQ3 2024: 1,875 institutionsQ4 2024: 2,118 institutionsQ1 2025: 2,104 institutionsQ2 2025: 2,209 institutionsQ3 2025: 2,266 institutionsQ4 2025: 2,533 institutionsQ1 2026: 2,514 institutionsQ2 2026: 2,745 institutions
Value heldQ4 2022: $120.2B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.1BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,514$218.1B
Q4 20252,533$239.4B
Q3 20252,266$211.9B
Q2 20252,209$190.6B
Q1 20252,104$159.1B
Q4 20242,118$170.9B
Q3 20241,875$141.1B
Q2 20241,829$131.2B
Q1 20241,799$127.8B
Q4 20231,761$128.3B
Q3 20231,671$112.7B
Q2 20231,689$118.7B
Q1 20231,674$124.1B
Q4 20221,682$120.2B
Q3 20221,586$112.7B
Q2 20221,607$109.6B
Q1 20221,673$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2022.

Institutions holding MS in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
VitalStone Financial, LLC2$00.00%+2New
St. Johns Investment Management Company, LLC0$280.00%0New
Tfo-TDC, LLC1$880.00%+1New
State of Wyoming3$2550.00%+1+50.0%Added
Delos Wealth Advisors, LLC3$2550.00%00.0%Unchanged
Aua Capital Management, LLC5$4250.00%−310−98.4%Reduced
DecisionPoint Financial, LLC5$4260.00%+5New
Beacon Capital Management, LLC8$6800.00%−235−96.7%Reduced
RWM Asset Management, LLC11$9350.00%+11New
Grey Fox Wealth Advisors, LLC12$1.02K0.00%+12New
Robbins Farley LLC14$1.19K0.00%+14New
Arlington Partners LLC17$1.45K0.00%00.0%Unchanged
Highline Wealth Partners LLC17$1.45K0.00%+17New
Glassy Mountain Advisors, Inc.18$1.53K0.00%+18New
Davidson Capital Management Inc.20$1.70K0.00%+20New
Sofos Investments, Inc.85$1.74K0.02%−1,179−93.3%Reduced
West Branch Capital LLC21$1.78K0.00%00.0%Unchanged
ClariVest Asset Management LLC25$2.00K0.00%00.0%Unchanged
Sageworth Trust Co22$2.00K0.00%+22New
Magnolia Capital Management Ltd29$2.00K0.00%+29New
Acima Private Wealth, LLC26$2.21K0.00%00.0%Unchanged
New Millennium Group LLC29$2.47K0.00%+29New
Country Trust Bank30$2.55K0.00%00.0%Unchanged
AlphaMark Advisors, LLC36$3.00K0.00%+36New
JJJ Advisors Inc.34$3.08K0.00%+13+61.9%Added
Focused Wealth Management, Inc39$3.32K0.00%00.0%Unchanged
TFC Financial Management39$3.34K0.00%00.0%Unchanged
JNBA Financial Advisors40$3.40K0.00%00.0%Unchanged
Mascoma Wealth Management LLC43$3.66K0.00%00.0%Unchanged
Costello Asset Management, INC45$3.83K0.00%+45New
Colonial Trust Advisors46$3.91K0.00%+46New
Ancora Advisors, LLC44$4.00K0.00%−49−52.7%Reduced
Accel Wealth Management50$4.25K0.00%−514−91.1%Reduced
Red Tortoise LLC55$4.68K0.00%+55New
Your Advocates Ltd., LLP56$4.76K0.00%00.0%Unchanged
Westside Investment Management, Inc.70$5.00K0.00%00.0%Unchanged
Webster Bank, N. A.53$5.00K0.00%+53New
Financial Synergies Wealth Advisors, Inc.63$5.36K0.00%+63New
Worth Asset Management, LLC70$5.95K0.00%00.0%Unchanged
Live Oak Investment Partners–$5.95K0.01%–New
KB Financial Partners, LLC72$6.00K0.00%00.0%Unchanged
Disciplined Investments, LLC75$6.38K0.00%+9+13.6%Added
Pension & Wealth Management Advisors, Inc.75$6.38K0.01%+75New
St Germain D J Co Inc3,712$6.60K0.00%−315−7.8%Reduced
Coastal Capital Group, Inc.84$6.64K0.00%00.0%Unchanged
First Community Trust NA83$7.00K0.01%00.0%Unchanged
Front Row Advisors LLC81$7.00K0.00%00.0%Unchanged
Penserra Capital Management LLC92$7.00K0.00%+92New
Cornerstone Planning Group LLC76$7.16K0.00%+76New
WR Wealth Planners, LLC86$7.30K0.00%−18−17.3%Reduced
Legend Financial Advisors, Inc.87$7.40K0.01%00.0%Unchanged
EWG Elevate Inc.95$8.09K0.00%+95New
Global Wealth Strategies & Associates96$8.16K0.00%+96New
Morton Brown Family Wealth, LLC98$8.33K0.01%00.0%Unchanged
Dark Forest Capital Management LP99$8.42K0.00%+99New
Lowe Wealth Advisors, LLC100$8.50K0.00%00.0%Unchanged
Gables Capital Management Inc.100$8.50K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC101$8.59K0.00%+25+32.9%Added
Laurel Wealth Advisors LLC104$8.84K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC100$9.00K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC106$9.01K0.00%−65,881−99.8%Reduced
Sittner & Nelson, LLC108$9.18K0.01%00.0%Unchanged
MinichMacGregor Wealth Management, LLC112$9.52K0.00%+112New
Stephens Consulting, LLC125$10.6K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.127$10.8K0.01%00.0%Unchanged
QVR LLC129$11.0K0.02%−4,779−97.4%Reduced
Sierra Capital LLC126$11.0K0.00%00.0%Unchanged
Colonial Trust Co142$12.1K0.00%+142New
Core Wealth Advisors, Inc.143$12.2K0.01%+109+320.6%Added
First PREMIER Bank156$13.0K0.00%00.0%Unchanged
Raffa Wealth Management, LLC156$13.3K0.01%00.0%Unchanged
Tortoise Investment Management, LLC159$13.5K0.00%00.0%Unchanged
Kelly Financial Services LLC162$13.8K0.01%+1+0.6%Added
Stuart Chaussee & Associates, Inc.167$14.2K0.01%00.0%Unchanged
Cary Street Partners Asset Management LLC171$14.5K0.00%−28−14.1%Reduced
Schubert & Co171$14.5K0.01%00.0%Unchanged
Granite FO LLC160$14.9K0.01%+160New
Larson Financial Group LLC178$15.1K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC178$15.1K0.00%+178New
Arcadia Investment Management Corp181$15.4K0.00%+181New
Glass Jacobson Investment Advisors llc184$15.7K0.01%+184New
Y.D. More Investments Ltd187$15.8K0.00%+187New
PrairieView Partners, LLC198$16.0K0.00%+1+0.5%Added
Avion Wealth203$16.0K0.00%00.0%Unchanged
Riverpoint Wealth Management Holdings, LLC190$16.1K0.01%+190New
Barrett & Company, Inc.200$17.0K0.01%00.0%Unchanged
Wellington Shields & Co., LLC200$17.0K0.00%00.0%Unchanged
Knuff & Co LLC200$17.0K0.01%00.0%Unchanged
Orion Capital Management LLC200$17.0K0.01%00.0%Unchanged
WFA of San Diego, LLC200$17.0K0.01%+200New
Northwest Investment Counselors, LLC225$19.1K0.01%00.0%Unchanged
Lee Financial Co231$19.6K0.00%−41−15.1%Reduced
Abound Wealth Management245$20.8K0.01%−58−19.1%Reduced
Byrne Asset Management LLC250$21.3K0.02%00.0%Unchanged
Solstein Capital, LLC256$21.8K0.02%00.0%Unchanged
Seldon Capital LP282$24.0K0.02%00.0%Unchanged
Heritage Wealth Management, LLC286$24.3K0.00%+3+1.1%Added
Atwood & Palmer Inc290$24.7K0.00%00.0%Unchanged
Knott David M Jr293$25.0K0.01%00.0%Unchanged
Islay Capital Management, LLC300$25.5K0.03%00.0%Unchanged