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, 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
- 1,681
- +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
- 625 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 14,394 | $1.22M | 0.75% | −21−0.1% | Reduced |
| Wedbush Securities Inc | 14,438 | $1.23M | 0.07% | +3,759+35.2% | Added |
| Duff & Phelps Investment Management Co | 14,501 | $1.23M | 0.01% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 14,513 | $1.23M | 0.30% | +1,638+12.7% | Added |
| Krilogy Financial LLC | 14,548 | $1.24M | 0.12% | +14,548 | New |
| SevenBridge Financial Group, LLC | 14,565 | $1.24M | 0.36% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 14,602 | $1.24M | 0.57% | +1,427+10.8% | Added |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.25M | 0.56% | 00.0% | Unchanged |
| South State Corp. | 14,844 | $1.26M | 0.12% | +374+2.6% | Added |
| Diligent Investors, LLC | 14,878 | $1.26M | 0.41% | −398−2.6% | Reduced |
| Parkside Investments, LLC | 15,000 | $1.28M | 0.25% | 00.0% | Unchanged |
| Zenyatta Capital Management LP | 15,000 | $1.28M | 0.71% | +15,000 | New |
| Schear Investment Advisers, LLC | 15,048 | $1.28M | 1.58% | +15,048 | New |
| Delphi Management Inc | 15,079 | $1.28M | 1.55% | +15,079 | New |
| Green Harvest Asset Management LLC | 15,086 | $1.28M | 0.06% | +15,086 | New |
| Washburn Capital Management, Inc. | 15,101 | $1.28M | 1.17% | +496+3.4% | Added |
| IFG Advisory, LLC | 15,141 | $1.29M | 0.13% | −943−5.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 15,218 | $1.29M | 0.39% | +375+2.5% | Added |
| SeaCrest Wealth Management, LLC | 15,239 | $1.30M | 0.19% | +970+6.8% | Added |
| Long Run Wealth Advisors, LLC | 15,300 | $1.30M | 0.47% | +285+1.9% | Added |
| ARGI Investment Services, LLC | 15,305 | $1.30M | 0.04% | −727−4.5% | Reduced |
| Somerset Trust Co | 15,377 | $1.31M | 0.55% | +195+1.3% | Added |
| ExodusPoint Capital Management, LP | 15,375 | $1.31M | 0.02% | +15,375 | New |
| Bradley Foster & Sargent Inc | 15,391 | $1.31M | 0.03% | −132−0.9% | Reduced |
| Financial Counselors Inc | 15,411 | $1.31M | 0.03% | +494+3.3% | Added |
| Dakota Wealth Management | 15,452 | $1.31M | 0.09% | +3,312+27.3% | Added |
| Mystic Asset Management, Inc. | 15,510 | $1.32M | 0.75% | −10−0.1% | Reduced |
| Cigna Investments Inc | 15,558 | $1.32M | 0.28% | −169−1.1% | Reduced |
| 1st Source Bank | 15,589 | $1.33M | 0.09% | −190−1.2% | Reduced |
| Paradigm Asset Management Co LLC | 15,600 | $1.33M | 0.37% | +15,600 | New |
| Covenant Asset Management, LLC | 15,601 | $1.33M | 0.48% | +12,979+495.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 15,610 | $1.33M | 0.48% | +1,866+13.6% | Added |
| Chesapeake Wealth Management | 15,635 | $1.33M | 0.58% | +910+6.2% | Added |
| Neville Rodie & Shaw Inc | 15,655 | $1.33M | 0.13% | −5,775−26.9% | Reduced |
| Orion Portfolio Solutions, LLC | 15,699 | $1.33M | 0.05% | +5,515+54.2% | Added |
| Trust Asset Management LLC | 15,782 | $1.34M | 0.17% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 15,789 | $1.34M | 0.01% | −339−2.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 15,853 | $1.35M | 0.35% | −500−3.1% | Reduced |
| Wolff Wiese Magana LLC | 15,857 | $1.35M | 1.16% | +985+6.6% | Added |
| Capital Markets Trading UK LLP | 15,928 | $1.35M | 3.58% | +15,928 | New |
| Centaurus Financial, Inc. | 15,989 | $1.36M | 0.13% | −1,244−7.2% | Reduced |
| Allen Investment Management LLC | 16,005 | $1.36M | 0.02% | −309−1.9% | Reduced |
| Meridian Wealth Management, LLC | 16,116 | $1.37M | 0.13% | +162+1.0% | Added |
| Profund Advisors LLC | 16,184 | $1.38M | 0.09% | +1,332+9.0% | Added |
| Am Investment Strategies LLC | 16,197 | $1.38M | 0.49% | +116+0.7% | Added |
| Argus Investors' Counsel, Inc. | 16,200 | $1.38M | 1.11% | +80+0.5% | Added |
| Essex Investment Management Co LLC | 16,220 | $1.38M | 0.21% | −876−5.1% | Reduced |
| White Pine Capital LLC | 16,230 | $1.38M | 0.54% | +170+1.1% | Added |
| Congress Wealth Management LLC | 16,407 | $1.39M | 0.04% | −61−0.4% | Reduced |
| Desjardins Global Asset Management Inc. | 16,415 | $1.40M | 0.22% | −7,683−31.9% | Reduced |
| Quadrant Capital Group LLC | 16,428 | $1.40M | 0.16% | +3,702+29.1% | Added |
| Prime Capital Investment Advisors, LLC | 16,576 | $1.41M | 0.05% | −10,430−38.6% | Reduced |
| Saba Capital Management, L.P. | 16,594 | $1.41M | 0.02% | −46,042−73.5% | Reduced |
| Bryn Mawr Trust Co | 16,602 | $1.41M | 0.06% | −81−0.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 16,669 | $1.42M | 0.07% | +30.0% | Added |
| Altman Advisors, Inc. | 16,025 | $1.43M | 0.88% | −580−3.5% | Reduced |
| Strategic Advisors LLC | 16,891 | $1.44M | 0.32% | +70.0% | Added |
| Oak Asset Management, LLC | 16,928 | $1.44M | 0.65% | −25−0.1% | Reduced |
| Merit Financial Group, LLC | 16,978 | $1.44M | 0.05% | +20+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 17,012 | $1.45M | 0.03% | −178−1.0% | Reduced |
| Checchi Capital Advisers, LLC | 17,067 | $1.45M | 0.15% | −128−0.7% | Reduced |
| Vise Technologies, Inc. | 17,098 | $1.45M | 0.45% | +2,324+15.7% | Added |
| Shelton Capital Management | 17,100 | $1.45M | 0.15% | −121,275−87.6% | Reduced |
| Institute for Wealth Management, LLC. | 17,143 | $1.46M | 0.31% | −845−4.7% | Reduced |
| Equitable Holdings, Inc. | 17,242 | $1.47M | 0.03% | +1,954+12.8% | Added |
| Trust Investment Advisors | 17,265 | $1.47M | 1.38% | −165−0.9% | Reduced |
| Systematic Alpha Investments, LLC | 17,326 | $1.47M | 0.07% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 17,367 | $1.48M | 0.20% | −1,581−8.3% | Reduced |
| Chemung Canal Trust Co | 17,386 | $1.48M | 0.34% | −715−4.0% | Reduced |
| Charles Carroll Financial Partners, LLC | 17,478 | $1.49M | 2.30% | −1,350−7.2% | Reduced |
| Intrust Bank NA | 17,653 | $1.50M | 0.21% | +250+1.4% | Added |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $1.51M | 1.31% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 17,742 | $1.51M | 1.09% | 00.0% | Unchanged |
| NVWM, LLC | 17,899 | $1.52M | 0.55% | +24+0.1% | Added |
| CoreCap Advisors, LLC | 17,945 | $1.53M | 0.11% | +2,298+14.7% | Added |
| Colony Group LLC | 18,062 | $1.54M | 0.02% | +9,727+116.7% | Added |
| Phoenix Holdings Ltd. | 18,141 | $1.54M | 0.03% | −13,682−43.0% | Reduced |
| Abbot Financial Management, Inc. | 18,145 | $1.54M | 1.06% | −875−4.6% | Reduced |
| Acropolis Investment Management, LLC | 18,193 | $1.55M | 0.14% | +90.0% | Added |
| Empowered Funds, LLC | 18,343 | $1.56M | 0.10% | +6,279+52.0% | Added |
| Pitcairn Co | 18,382 | $1.56M | 0.16% | −229−1.2% | Reduced |
| Insight Inv LLC | 18,392 | $1.56M | 1.58% | +207+1.1% | Added |
| Virtu Financial LLC | 18,439 | $1.57M | 0.21% | +6,568+55.3% | Added |
| DoubleLine ETF Adviser LP | 18,603 | $1.58M | 0.81% | +18,603 | New |
| Leavell Investment Management, Inc. | 18,777 | $1.60M | 0.12% | −3,109−14.2% | Reduced |
| Brasada Capital Management, LP | 18,831 | $1.60M | 0.37% | +193+1.0% | Added |
| Forum Financial Management, LP | 18,953 | $1.61M | 0.05% | +218+1.2% | Added |
| United Capital Financial Advisers, LLC | 18,991 | $1.61M | 0.01% | +3,001+18.8% | Added |
| Deltec Asset Management LLC | 19,000 | $1.62M | 0.46% | −2,000−9.5% | Reduced |
| CAPROCK Group, Inc. | 19,021 | $1.62M | 0.15% | −60.0% | Reduced |
| Harvest Investment Advisors, LLC | 19,029 | $1.62M | 1.52% | +19,029 | New |
| Modera Wealth Management, LLC | 19,053 | $1.62M | 0.07% | +27+0.1% | Added |
| Brown Brothers Harriman & Co | 19,344 | $1.64M | 0.01% | −1,128−5.5% | Reduced |
| Snowden Capital Advisors LLC | 19,574 | $1.66M | 0.07% | −2,242−10.3% | Reduced |
| Castleark Management LLC | 19,600 | $1.67M | 0.09% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 19,623 | $1.67M | 0.08% | −2,640−11.9% | Reduced |
| Sequoia Financial Advisors, LLC | 19,661 | $1.67M | 0.04% | −5,223−21.0% | Reduced |
| Baldwin Investment Management, LLC | 19,735 | $1.68M | 0.30% | −445−2.2% | Reduced |
| Alaethes Wealth LLC | 19,798 | $1.68M | 1.16% | −2,592−11.6% | Reduced |
| Cunning Capital Partners, LP | 19,870 | $1.69M | 1.20% | 00.0% | Unchanged |