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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 19,960 | $1.70M | 0.04% | −1,103−5.2% | Reduced |
| Paralel Advisors LLC | 20,224 | $1.72M | 0.10% | +20,224 | New |
| YorkBridge Wealth Partners, LLC | 20,250 | $1.72M | 0.44% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 20,475 | $1.74M | 0.03% | −122−0.6% | Reduced |
| Two Sigma Securities, LLC | 20,488 | $1.74M | 0.25% | +2,111+11.5% | Added |
| Veriti Management LLC | 20,529 | $1.75M | 0.23% | +2,170+11.8% | Added |
| Community Bank, N.A. | 20,570 | $1.75M | 0.24% | +4,075+24.7% | Added |
| Ashton Thomas Private Wealth, LLC | 20,706 | $1.76M | 0.17% | −92−0.4% | Reduced |
| Opus Investment Management Inc | 21,000 | $1.79M | 0.64% | 00.0% | Unchanged |
| Portman Square Capital LLP | 21,082 | $1.79M | 0.88% | +21,082 | New |
| Ameliora Wealth Management Ltd. | 21,150 | $1.80M | 0.96% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 21,170 | $1.80M | 0.14% | +1,651+8.5% | Added |
| Bleakley Financial Group, LLC | 21,174 | $1.80M | 0.06% | +21,174 | New |
| Toroso Investments, LLC | 21,245 | $1.81M | 0.07% | +799+3.9% | Added |
| Perigon Wealth Management, LLC | 21,284 | $1.81M | 0.11% | +9,443+79.7% | Added |
| Sowell Financial Services LLC | 21,380 | $1.82M | 0.12% | +6,879+47.4% | Added |
| Courier Capital LLC | 21,397 | $1.82M | 0.21% | −75−0.3% | Reduced |
| Park Avenue Securities LLC | 21,449 | $1.82M | 0.03% | −5,967−21.8% | Reduced |
| Westwood Holdings Group Inc. | 21,451 | $1.82M | 0.02% | +1,637+8.3% | Added |
| Capital Investment Advisors, LLC | 21,510 | $1.83M | 0.06% | −990−4.4% | Reduced |
| Horizon Investments, LLC | 21,758 | $1.83M | 0.05% | +8,146+59.8% | Added |
| IPG Investment Advisors LLC | 21,675 | $1.84M | 0.51% | −18,600−46.2% | Reduced |
| Bank of New Hampshire | 21,686 | $1.84M | 0.56% | −668−3.0% | Reduced |
| InterOcean Capital Group, LLC | 21,705 | $1.85M | 0.07% | −5,715−20.8% | Reduced |
| Cresset Asset Management, LLC | 27,697 | $1.85M | 0.02% | +2,730+10.9% | Added |
| Hudson Canyon Capital Management | 21,727 | $1.85M | 1.71% | −1,373−5.9% | Reduced |
| PGGM Investments | 21,739 | $1.85M | 0.03% | +4,002+22.6% | Added |
| Integrated Wealth Concepts LLC | 21,748 | $1.85M | 0.05% | −2,394−9.9% | Reduced |
| Savant Capital, LLC | 21,827 | $1.85M | 0.05% | +672+3.2% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.85M | 0.09% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 21,823 | $1.86M | 0.44% | +178+0.8% | Added |
| Arrow Financial Corp | 21,893 | $1.86M | 0.25% | −77−0.4% | Reduced |
| Ascent Wealth Partners, LLC | 21,913 | $1.86M | 0.40% | +1,278+6.2% | Added |
| Goodwin Daniel L | 22,000 | $1.87M | 0.95% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 22,000 | $1.87M | 0.18% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 22,011 | $1.87M | 0.13% | +1,833+9.1% | Added |
| Sumitomo Life Insurance Co | 22,134 | $1.88M | 0.14% | −447−2.0% | Reduced |
| Boston Private Wealth LLC | 22,143 | $1.88M | 0.03% | −950−4.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 22,343 | $1.90M | 0.35% | +2,714+13.8% | Added |
| Verition Fund Management LLC | 22,383 | $1.90M | 0.04% | +18+0.1% | Added |
| United Asset Strategies, Inc. | 22,423 | $1.91M | 0.27% | +1,995+9.8% | Added |
| We Are One Seven, LLC | 22,466 | $1.91M | 0.19% | +2,254+11.2% | Added |
| Clarius Group, LLC | 22,659 | $1.93M | 0.17% | +747+3.4% | Added |
| Caas Capital Management LP | 22,700 | $1.93M | 0.37% | +22,700 | New |
| Convergence Investment Partners, LLC | 23,015 | $1.96M | 1.16% | +2,445+11.9% | Added |
| TCTC Holdings, LLC | 23,090 | $1.96M | 0.08% | 00.0% | Unchanged |
| Stolper Co | 23,167 | $1.97M | 0.86% | −4,108−15.1% | Reduced |
| Equitable Trust Co | 23,396 | $1.99M | 0.16% | −329−1.4% | Reduced |
| Private Advisor Group, LLC | 91,367 | $1.99M | 0.10% | +6,082+7.1% | Added |
| Prudent Man Advisors, LLC | 23,533 | $2.00M | 0.81% | +2,445+11.6% | Added |
| Arcus Capital Partners, LLC | 23,538 | $2.00M | 0.80% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 23,540 | $2.00M | 0.28% | +11,241+91.4% | Added |
| Koshinski Asset Management, Inc. | 23,836 | $2.03M | 0.20% | −364−1.5% | Reduced |
| Regions Financial Corp | 23,865 | $2.03M | 0.02% | +1,467+6.5% | Added |
| Griffin Asset Management, Inc. | 24,093 | $2.05M | 0.31% | +984+4.3% | Added |
| HCR Wealth Advisors | 24,248 | $2.06M | 0.43% | −992−3.9% | Reduced |
| Ballentine Partners, LLC | 24,268 | $2.06M | 0.06% | +9,264+61.7% | Added |
| KMG Fiduciary Partners, LLC | 24,479 | $2.08M | 0.34% | +458+1.9% | Added |
| Advisory Services Network, LLC | 24,500 | $2.08M | 0.06% | +681+2.9% | Added |
| Greenwich Wealth Management LLC | 24,766 | $2.11M | 0.23% | −205−0.8% | Reduced |
| Meeder Advisory Services, Inc. | 24,798 | $2.11M | 0.27% | +24,798 | New |
| Altrafin AG | 24,864 | $2.11M | 1.24% | −2,589−9.4% | Reduced |
| Texas Yale Capital Corp. | 24,908 | $2.12M | 0.12% | +15+0.1% | Added |
| Foster & Motley Inc | 25,091 | $2.13M | 0.18% | −6,118−19.6% | Reduced |
| Vident Investment Advisory, LLC | 25,255 | $2.15M | 0.08% | +8,983+55.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 25,353 | $2.16M | 0.13% | +7,072+38.7% | Added |
| Freedom Day Solutions, LLC | 25,497 | $2.17M | 1.08% | −924−3.5% | Reduced |
| Lakeview Capital Partners, LLC | 22,746 | $2.18M | 0.70% | −7,292−24.3% | Reduced |
| HAP Trading, LLC | 25,765 | $2.19M | 0.36% | −10,915−29.8% | Reduced |
| Caldwell Trust Co | 26,153 | $2.22M | 0.31% | −81−0.3% | Reduced |
| Culbertson A N & Co Inc | 26,185 | $2.23M | 0.47% | +40+0.2% | Added |
| L2 Asset Management, LLC | 26,442 | $2.25M | 1.45% | +221+0.8% | Added |
| Great Diamond Partners, LLC | 26,777 | $2.28M | 0.70% | −57−0.2% | Reduced |
| Dimension Capital Management LLC | 26,940 | $2.29M | 0.53% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 26,951 | $2.29M | 0.09% | +26,951 | New |
| Heron Financial Group, LLC | 26,676 | $2.29M | 1.53% | −42−0.2% | Reduced |
| Next Level Private LLC | 26,248 | $2.30M | 1.69% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 27,076 | $2.30M | 0.17% | −125−0.5% | Reduced |
| Carroll Investors, Inc | 27,312 | $2.32M | 2.46% | −63−0.2% | Reduced |
| Signaturefd, LLC | 27,516 | $2.34M | 0.07% | −66−0.2% | Reduced |
| Union Heritage Capital, LLC | 27,747 | $2.36M | 1.44% | 00.0% | Unchanged |
| Hoey Investments, Inc | 27,852 | $2.37M | 1.03% | −3,725−11.8% | Reduced |
| Centiva Capital, LP | 28,145 | $2.39M | 0.20% | +2,522+9.8% | Added |
| Axxcess Wealth Management, LLC | 28,152 | $2.39M | 0.20% | −724−2.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 28,190 | $2.40M | 0.03% | −140.0% | Reduced |
| Ritholtz Wealth Management | 28,252 | $2.40M | 0.13% | −7,237−20.4% | Reduced |
| Morse Asset Management, Inc | 28,298 | $2.41M | 0.87% | +2,185+8.4% | Added |
| Tower Research Capital LLC (TRC) | 28,340 | $2.41M | 0.10% | −99,166−77.8% | Reduced |
| Pacer Advisors, Inc. | 29,092 | $2.47M | 0.01% | +3,354+13.0% | Added |
| Cubist Systematic Strategies, LLC | 29,242 | $2.49M | 0.02% | −52,344−64.2% | Reduced |
| Carret Asset Management, LLC | 29,353 | $2.50M | 0.34% | −70−0.2% | Reduced |
| LMCG Investments, LLC | 29,561 | $2.51M | 0.18% | −891−2.9% | Reduced |
| Palisade Asset Management, LLC | 29,616 | $2.52M | 0.29% | +522+1.8% | Added |
| Mark Stevens | 29,774 | $2.53M | 0.33% | −6,401−17.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 29,900 | $2.54M | 0.30% | +29,900 | New |
| Lipe & Dalton | 29,982 | $2.55M | 1.47% | −848−2.8% | Reduced |
| Gifford Fong Associates | 30,000 | $2.55M | 0.58% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 30,131 | $2.56M | 0.19% | +13,518+81.4% | Added |
| Lazard Asset Management LLC | 30,292 | $2.58M | 0.00% | +13,174+77.0% | Added |
| Gries Financial LLC | 30,389 | $2.58M | 0.86% | +9,773+47.4% | Added |