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 |
|---|---|---|---|---|---|
| Trifecta Capital Advisors, LLC | 49,410 | $4.20M | 1.67% | +49,410 | New |
| FDx Advisors, Inc. | 49,471 | $4.21M | 0.18% | −1,171−2.3% | Reduced |
| First Hawaiian Bank | 49,846 | $4.24M | 0.15% | +2,874+6.1% | Added |
| Jefferies Financial Group Inc. | 49,925 | $4.24M | 0.07% | +49,925 | New |
| United Services Automobile Association | 50,975 | $4.33M | 0.10% | −5,731−10.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 51,323 | $4.36M | 0.12% | +25,705+100.3% | Added |
| Consolidated Investment Group LLC | 51,600 | $4.39M | 0.94% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 51,719 | $4.40M | 0.66% | −3,229−5.9% | Reduced |
| Varma Mutual Pension Insurance Co | 51,774 | $4.40M | 0.06% | 00.0% | Unchanged |
| First National Bank of Omaha | 52,038 | $4.42M | 0.27% | −2,830−5.2% | Reduced |
| Atria Investments LLC | 52,350 | $4.45M | 0.09% | −2,271−4.2% | Reduced |
| Central Trust Co | 52,381 | $4.45M | 0.14% | −11,263−17.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 52,494 | $4.46M | 0.67% | +1,962+3.9% | Added |
| Andra AP-fonden | 52,911 | $4.50M | 0.14% | +7,700+17.0% | Added |
| Donaldson Capital Management, LLC | 53,536 | $4.55M | 0.22% | +1,834+3.5% | Added |
| Stephens Inc | 53,571 | $4.55M | 0.09% | +4,480+9.1% | Added |
| FORA Capital, LLC | 53,788 | $4.57M | 0.74% | +53,788 | New |
| Lorne Steinberg Wealth Management Inc. | 54,472 | $4.63M | 1.99% | +310+0.6% | Added |
| Schonfeld Strategic Advisors LLC | 54,730 | $4.65M | 0.04% | +18,066+49.3% | Added |
| Aureus Asset Management, LLC | 55,066 | $4.68M | 0.40% | +3,911+7.6% | Added |
| Canandaigua National Corp | 55,347 | $4.71M | 0.80% | −63−0.1% | Reduced |
| Allstate Corp | 55,392 | $4.71M | 0.14% | +743+1.4% | Added |
| Allstate Investment Management Co | 55,392 | $4.71M | 0.14% | +55,392 | New |
| Albion Financial Group | 55,916 | $4.75M | 0.46% | +1,055+1.9% | Added |
| Heritage Trust Co | 56,050 | $4.77M | 0.78% | −152−0.3% | Reduced |
| Elk River Wealth Management, LLC | 56,148 | $4.77M | 1.16% | +778+1.4% | Added |
| Institutional & Family Asset Management, LLC | 56,754 | $4.83M | 0.81% | −84−0.1% | Reduced |
| Assenagon Asset Management S.A. | 56,812 | $4.83M | 0.02% | −1,837−3.1% | Reduced |
| Glenview Trust Co | 57,629 | $4.90M | 0.16% | −240−0.4% | Reduced |
| K.J. Harrison & Partners Inc | 42,735 | $4.92M | 0.96% | −7,000−14.1% | Reduced |
| Point72 Europe (London) LLP | 57,993 | $4.93M | 1.28% | −33,807−36.8% | Reduced |
| Cumberland Partners Ltd | 58,802 | $5.00M | 0.53% | +38,662+192.0% | Added |
| Advisor Partners II, LLC | 60,502 | $5.14M | 0.32% | +5,904+10.8% | Added |
| Coldstream Capital Management Inc | 60,654 | $5.16M | 0.19% | +60,654 | New |
| Meyer Handelman Co | 61,106 | $5.20M | 0.22% | −2,060−3.3% | Reduced |
| Fiduciary Alliance LLC | 61,202 | $5.20M | 1.35% | +61,202 | New |
| Cito Capital Group, LLC | 61,348 | $5.22M | 2.87% | −600−1.0% | Reduced |
| RNC Capital Management LLC | 61,755 | $5.25M | 0.29% | −19,029−23.6% | Reduced |
| Bridgewater Associates, LP | 62,501 | $5.31M | 0.03% | +62,501 | New |
| Sandy Cove Advisors, LLC | 62,714 | $5.33M | 4.30% | +160.0% | Added |
| New Mexico Educational Retirement Board | 62,910 | $5.35M | 0.29% | −8,600−12.0% | Reduced |
| PEAK6 Investments LLC | 62,993 | $5.36M | 0.30% | +62,993 | New |
| Clear Street Markets LLC | 63,132 | $5.37M | 1.09% | +38,353+154.8% | Added |
| Signet Financial Management, LLC | 63,319 | $5.38M | 0.96% | −384−0.6% | Reduced |
| Gibraltar Capital Management, Inc. | 63,913 | $5.43M | 2.57% | +978+1.6% | Added |
| Connectus Wealth, LLC | 63,944 | $5.44M | 0.14% | +532+0.8% | Added |
| Old Second National Bank of Aurora | 64,510 | $5.48M | 1.62% | −936−1.4% | Reduced |
| Braun Stacey Associates Inc | 64,556 | $5.49M | 0.31% | +470+0.7% | Added |
| Viking Fund Management LLC | 65,000 | $5.53M | 1.10% | +5,000+8.3% | Added |
| Tudor Investment Corp Et Al | 65,245 | $5.55M | 0.14% | +65,245 | New |
| Lyell Wealth Management, LP | 65,484 | $5.57M | 0.88% | −714−1.1% | Reduced |
| Chiron Investment Management, LLC | 65,713 | $5.59M | 1.31% | +65,713 | New |
| Baxter Bros Inc | 65,879 | $5.60M | 0.92% | +2,119+3.3% | Added |
| Aptus Capital Advisors, LLC | 66,048 | $5.62M | 0.18% | +5,296+8.7% | Added |
| Iowa State Bank | 66,312 | $5.64M | 1.42% | +1,825+2.8% | Added |
| D L Carlson Investment Group Inc | 66,944 | $5.69M | 1.22% | −2,117−3.1% | Reduced |
| Virginia Retirement Systems Et Al | 67,200 | $5.71M | 0.06% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 67,362 | $5.73M | 0.17% | −1,002−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 65,475 | $5.76M | 0.23% | −1,243−1.9% | Reduced |
| Principal Street Partners, LLC | 70,125 | $5.96M | 1.50% | +2,549+3.8% | Added |
| German American Bancorp, Inc. | 70,943 | $6.03M | 0.95% | −178−0.3% | Reduced |
| Cyrus J. Lawrence, LLC | 71,172 | $6.05M | 1.81% | −455−0.6% | Reduced |
| Cramer Rosenthal McGlynn LLC | 71,343 | $6.07M | 0.27% | +32,778+85.0% | Added |
| Northern Oak Wealth Management Inc | 71,468 | $6.08M | 0.87% | −928−1.3% | Reduced |
| Baugh & Associates, LLC | 71,651 | $6.09M | 3.95% | −130.0% | Reduced |
| Logan Capital Management Inc | 71,662 | $6.09M | 0.31% | −1,906−2.6% | Reduced |
| Stonegate Investment Group, LLC | 72,367 | $6.15M | 0.27% | +65,681+982.4% | Added |
| Oliver Luxxe Assets LLC | 73,012 | $6.21M | 1.73% | +1,332+1.9% | Added |
| Connors Investor Services Inc | 73,381 | $6.24M | 0.78% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 73,451 | $6.24M | 1.32% | −283−0.4% | Reduced |
| Cetera Advisor Networks LLC | 76,099 | $6.27M | 0.05% | +24,328+47.0% | Added |
| Montag A & Associates Inc | 74,014 | $6.29M | 0.42% | −9,841−11.7% | Reduced |
| CWM, LLC | 74,516 | $6.33M | 0.05% | +8,242+12.4% | Added |
| Knights of Columbus Asset Advisors LLC | 74,587 | $6.34M | 0.66% | −8,681−10.4% | Reduced |
| YHB Investment Advisors, Inc. | 75,223 | $6.40M | 0.68% | −6,443−7.9% | Reduced |
| Advocate Group LLC | 75,252 | $6.40M | 1.38% | +3,052+4.2% | Added |
| Banque Pictet & Cie SA | 75,312 | $6.40M | 0.07% | −1,265−1.7% | Reduced |
| Norinchukin Bank, The | 75,321 | $6.40M | 0.14% | −27,535−26.8% | Reduced |
| Bernzott Capital Advisors | 75,833 | $6.45M | 0.83% | +3,639+5.0% | Added |
| Holocene Advisors, LP | 75,998 | $6.46M | 0.04% | +75,998 | New |
| Metropolitan Life Insurance Co | 76,248 | $6.48M | 0.29% | −2,089−2.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 76,323 | $6.49M | 3.28% | +57+0.1% | Added |
| Howe & Rusling Inc | 76,343 | $6.49M | 0.81% | +14,708+23.9% | Added |
| Kestra Private Wealth Services, LLC | 76,376 | $6.49M | 0.33% | +44,329+138.3% | Added |
| Copeland Capital Management, LLC | 77,424 | $6.58M | 0.17% | −2,758−3.4% | Reduced |
| Hennessy Advisors Inc | 78,700 | $6.69M | 0.44% | −10,100−11.4% | Reduced |
| GWM Advisors LLC | 462,265 | $6.70M | 0.18% | +25,146+5.8% | Added |
| Burns J W & Co Inc | 79,760 | $6.78M | 1.24% | −1,699−2.1% | Reduced |
| Oak Harvest Investment Services | 80,898 | $6.88M | 1.79% | −4,904−5.7% | Reduced |
| DCM Advisors, LLC | 81,093 | $6.89M | 3.34% | +38,328+89.6% | Added |
| AE Wealth Management LLC | 82,639 | $7.03M | 0.05% | +13,701+19.9% | Added |
| PFS Investments Inc. | 82,668 | $7.03M | 0.13% | −404−0.5% | Reduced |
| White Pine Investment CO | 83,057 | $7.06M | 2.69% | −3,562−4.1% | Reduced |
| Capital Group Private Client Services, Inc. | 83,310 | $7.08M | 0.09% | −1,524−1.8% | Reduced |
| Mizuho Markets Cayman LP | 83,632 | $7.11M | 0.97% | +2,774+3.4% | Added |
| Hourglass Capital, LLC | 83,682 | $7.11M | 2.51% | +2,000+2.4% | Added |
| McGuire Investment Group, LLC | 83,871 | $7.13M | 1.54% | +260+0.3% | Added |
| Wesbanco Bank Inc | 84,850 | $7.21M | 0.32% | +40,033+89.3% | Added |
| Louisiana State Employees Retirement System | 85,200 | $7.24M | 0.20% | −500−0.6% | Reduced |
| Prospera Financial Services Inc | 85,466 | $7.27M | 0.36% | +157+0.2% | Added |