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
- 1,681
- +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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Vestcor Inc | 30,545 | $2.60M | 0.10% | −366−1.2% | Reduced |
| Hunter Associates Investment Management LLC | 30,671 | $2.61M | 0.63% | −2,537−7.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 30,761 | $2.62M | 0.06% | −3,391−9.9% | Reduced |
| Occidental Asset Management, LLC | 31,041 | $2.64M | 0.72% | +560+1.8% | Added |
| Symmetry Partners, LLC | 31,264 | $2.66M | 0.16% | −1,295−4.0% | Reduced |
| City Holding Co | 31,618 | $2.69M | 0.50% | +305+1.0% | Added |
| Lido Advisors, LLC | 31,710 | $2.70M | 0.05% | +1,469+4.9% | Added |
| Coastline Trust Co | 31,825 | $2.71M | 0.40% | −985−3.0% | Reduced |
| Community Trust & Investment Co | 32,173 | $2.74M | 0.25% | −1,007−3.0% | Reduced |
| Northeast Investment Management | 32,285 | $2.75M | 0.17% | +889+2.8% | Added |
| Federated Hermes, Inc. | 32,559 | $2.77M | 0.01% | +197+0.6% | Added |
| Van Eck Associates Corp | 32,685 | $2.78M | 0.01% | +2,382+7.9% | Added |
| Rpo LLC | 32,900 | $2.80M | 1.09% | −16,677−33.6% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 33,058 | $2.81M | 2.49% | −150−0.5% | Reduced |
| Raymond James Trust N.A. | 33,259 | $2.83M | 0.10% | +112+0.3% | Added |
| Meritage Portfolio Management | 33,973 | $2.89M | 0.23% | +1,321+4.0% | Added |
| TBH Global Asset Management, LLC | 34,103 | $2.90M | 0.70% | −3,413−9.1% | Reduced |
| Hancock Whitney Corp | 34,543 | $2.94M | 0.11% | −1,616−4.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 34,797 | $2.96M | 0.25% | −315−0.9% | Reduced |
| Otter Creek Advisors, LLC | 35,000 | $2.98M | 2.65% | +35,000 | New |
| KCM Investment Advisors LLC | 35,061 | $2.98M | 0.13% | +968+2.8% | Added |
| Leonteq Securities AG | 35,313 | $3.00M | 0.16% | +35,313 | New |
| HB Wealth Management, LLC | 35,349 | $3.01M | 0.05% | +1,335+3.9% | Added |
| Marathon Trading Investment Management LLC | 35,371 | $3.01M | 2.00% | +35,371 | New |
| Everence Capital Management Inc | 35,391 | $3.01M | 0.26% | −1,350−3.7% | Reduced |
| Geneos Wealth Management Inc. | 35,639 | $3.03M | 0.18% | +2,321+7.0% | Added |
| Aspen Grove Capital, LLC | 35,921 | $3.05M | 1.41% | +35,921 | New |
| Alley Investment Management Company, LLC | 36,039 | $3.06M | 0.53% | +36,039 | New |
| Siemens Fonds Invest GmbH | 36,325 | $3.09M | 0.31% | −60−0.2% | Reduced |
| Investment Management Corp of Ontario | 36,641 | $3.12M | 0.15% | +36,641 | New |
| Global Wealth Management Investment Advisory, Inc. | 36,652 | $3.12M | 1.01% | +10,128+38.2% | Added |
| Wetherby Asset Management Inc | 36,796 | $3.13M | 0.20% | +505+1.4% | Added |
| Patten & Patten Inc | 36,874 | $3.13M | 0.28% | −488−1.3% | Reduced |
| Xcel Wealth Management, LLC | 37,033 | $3.15M | 1.24% | −8,250−18.2% | Reduced |
| Industrial Alliance Investment Management Inc. | 37,170 | $3.16M | 0.09% | −421−1.1% | Reduced |
| Empirical Finance, LLC | 37,255 | $3.17M | 0.33% | +2,582+7.4% | Added |
| DuPont Capital Management Corp | 37,268 | $3.17M | 0.15% | −23,331−38.5% | Reduced |
| Integrated Advisors Network LLC | 37,321 | $3.17M | 0.20% | −400−1.1% | Reduced |
| Sculati Wealth Management, LLC | 37,367 | $3.18M | 1.78% | −1,600−4.1% | Reduced |
| Foundations Investment Advisors, LLC | 37,462 | $3.18M | 0.13% | +21,047+128.2% | Added |
| Clough Capital Partners L P | 37,500 | $3.19M | 0.32% | +37,500 | New |
| Shell Asset Management Co | 37,563 | $3.19M | 0.14% | −6,527−14.8% | Reduced |
| Lincluden Management Ltd | 37,909 | $3.22M | 0.38% | −282−0.7% | Reduced |
| United Fire Group Inc | 38,000 | $3.23M | 1.91% | 00.0% | Unchanged |
| Asio Capital, LLC | 38,043 | $3.23M | 0.93% | −1,287−3.3% | Reduced |
| Stock Yards Bank & Trust Co | 38,077 | $3.24M | 0.13% | +1,732+4.8% | Added |
| Williams Jones Wealth Management, LLC. | 38,088 | $3.24M | 0.05% | +288+0.8% | Added |
| Linscomb & Williams, Inc. | 38,107 | $3.24M | 0.16% | +7,041+22.7% | Added |
| Moody National Bank Trust Division | 38,113 | $3.24M | 0.28% | +937+2.5% | Added |
| Greenleaf Trust | 38,412 | $3.27M | 0.04% | +238+0.6% | Added |
| Transcend Wealth Collective, LLC | 38,528 | $3.28M | 0.36% | −10,445−21.3% | Reduced |
| Maltese Capital Management LLC | 39,400 | $3.35M | 0.93% | −200−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 39,487 | $3.36M | 0.04% | −801−2.0% | Reduced |
| Metis Global Partners, LLC | 39,491 | $3.36M | 0.30% | +19,939+102.0% | Added |
| Avantax Advisory Services, Inc. | 39,552 | $3.36M | 0.04% | +927+2.4% | Added |
| Jackson Wealth Management, LLC | 40,098 | $3.41M | 1.25% | −18,302−31.3% | Reduced |
| Loomis Sayles & Co L P | 40,129 | $3.41M | 0.01% | −6,591−14.1% | Reduced |
| Lincoln National Corp | 40,552 | $3.42M | 0.08% | +4,377+12.1% | Added |
| Veritable, L.P. | 40,899 | $3.48M | 0.06% | −4,554−10.0% | Reduced |
| Beacon Pointe Advisors, LLC | 40,952 | $3.48M | 0.07% | +2,355+6.1% | Added |
| Synovus Financial Corp | 41,219 | $3.50M | 0.04% | +7,362+21.7% | Added |
| LGT Group Foundation | 41,296 | $3.51M | 0.11% | −1,906−4.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 41,318 | $3.51M | 0.09% | −8,420−16.9% | Reduced |
| Roanoke Asset Management Corp | 41,333 | $3.51M | 1.60% | −3,315−7.4% | Reduced |
| National Asset Management, Inc. | 41,462 | $3.53M | 0.10% | +2,155+5.5% | Added |
| Level Four Advisory Services, LLC | 41,485 | $3.53M | 0.26% | −3,630−8.0% | Reduced |
| Tocqueville Asset Management L.P. | 41,489 | $3.53M | 0.07% | +130.0% | Added |
| Regent Investment Management LLC | 41,625 | $3.54M | 0.95% | −745−1.8% | Reduced |
| Banque Cantonale Vaudoise | 41,735 | $3.55M | 0.19% | −10,740−20.5% | Reduced |
| Cypress Financial Planning LLC | 41,660 | $3.57M | 2.39% | +40.0% | Added |
| Huntington National Bank | 42,231 | $3.59M | 0.04% | −703−1.6% | Reduced |
| Occudo Quantitative Strategies LP | 42,235 | $3.59M | 0.42% | +42,235 | New |
| Adell Harriman & Carpenter Inc | 42,441 | $3.61M | 0.41% | +598+1.4% | Added |
| Mayflower Financial Advisors, LLC | 42,794 | $3.64M | 0.51% | −2,101−4.7% | Reduced |
| Parallel Advisors, LLC | 42,911 | $3.65M | 0.16% | +3,324+8.4% | Added |
| KCS Wealth Advisory | 43,116 | $3.67M | 1.52% | +754+1.8% | Added |
| Atria Wealth Solutions, Inc. | 43,169 | $3.67M | 0.06% | −5,478−11.3% | Reduced |
| Wolverine Trading, LLC | 43,197 | $3.67M | 0.06% | −48,589−52.9% | Reduced |
| Power Corp of Canada | 43,731 | $3.72M | 0.67% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 43,752 | $3.72M | 0.06% | +3,641+9.1% | Added |
| Joel Isaacson & Co., LLC | 44,502 | $3.78M | 0.29% | +213+0.5% | Added |
| Simon Quick Advisors, LLC | 44,589 | $3.79M | 0.45% | −73−0.2% | Reduced |
| Comerica Securities,inc. | 44,874 | $3.82M | 0.27% | +100+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 45,270 | $3.85M | 0.19% | +298+0.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 45,400 | $3.86M | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 45,413 | $3.86M | 0.44% | 00.0% | Unchanged |
| Sigma Planning Corp | 45,469 | $3.87M | 0.14% | −1,262−2.7% | Reduced |
| Massmutual Trust Co FSB | 45,916 | $3.90M | 0.16% | −653−1.4% | Reduced |
| SkyOak Wealth, LLC | 46,105 | $3.92M | 1.32% | −1,102−2.3% | Reduced |
| TownSquare Capital, LLC | 46,406 | $3.95M | 0.10% | +3,128+7.2% | Added |
| Pathstone Family Office, LLC | 64,155 | $3.97M | 0.08% | +22,518+54.1% | Added |
| Cornerstone Wealth Group, LLC | 46,912 | $3.99M | 0.75% | +46,912 | New |
| Wright Investors Service Inc | 47,155 | $4.01M | 1.15% | +178+0.4% | Added |
| CX Institutional | 47,375 | $4.03M | 0.24% | +6,861+16.9% | Added |
| First Manhattan Co | 47,514 | $4.04M | 0.01% | +6,757+16.6% | Added |
| Highland Capital Management, LLC | 47,633 | $4.05M | 0.29% | −230−0.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 47,990 | $4.08M | 0.35% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 48,448 | $4.12M | 0.46% | −2,711−5.3% | Reduced |
| Private Wealth Partners, LLC | 48,645 | $4.14M | 0.47% | +19,925+69.4% | Added |
| Jupiter Wealth Management LLC | 48,862 | $4.15M | 4.02% | +1,229+2.6% | Added |