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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; 2,746 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
1,682
+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: 2,746 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: $218.0BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,746$281.7B
Q1 20262,514$218.0B
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
Maryland Capital Advisors Inc.300$25.5K0.02%00.0%Unchanged
Bourgeon Capital Management LLC300$25.5K0.01%+100+50.0%Added
Chelsea Counsel Co300$25.5K0.01%+300New
McElhenny Sheffield Capital Management, LLC300$25.5K0.01%+300New
Harel Insurance Investments & Financial Services Ltd.311$26.0K0.00%−243,000−99.9%Reduced
Eagle Bay Advisors LLC314$26.7K0.02%−1,242−79.8%Reduced
Cowen Prime Advisors LLC318$27.0K0.01%00.0%Unchanged
Accurate Wealth Management, LLC312$27.8K0.01%+312New
Johnson Midwest Financial, LLC324$28.0K0.10%00.0%Unchanged
MV Capital Management, Inc.338$28.7K0.00%−6−1.7%Reduced
Elequin Capital LP338$28.7K0.01%+338New
Evermay Wealth Management LLC350$29.8K0.01%00.0%Unchanged
Column Capital Advisors, LLC350$29.8K0.00%00.0%Unchanged
My Personal CFO, LLC357$30.4K0.03%+357New
Compagnie Lombard Odier SCmA375$32.0K0.00%00.0%Unchanged
SJS Investment Consulting Inc.379$32.2K0.01%+37+10.8%Added
Okabena Investment Services Inc386$32.8K0.02%+386New
Baldrige Asset Management LLC388$33.0K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC400$34.0K0.02%00.0%Unchanged
GoalVest Advisory LLC400$34.0K0.02%00.0%Unchanged
Coppell Advisory Solutions LLC400$34.0K0.01%+400New
Coppell Advisory Solutions Corp.400$34.0K0.01%+400New
MRP Capital Investments, LLC400$34.0K0.04%+400New
Western Pacific Wealth Management, LP417$35.5K0.03%+417New
Miller Wealth Advisors, LLC450$37.0K0.03%+450New
Oliver Lagore Vanvalin Investment Group436$37.1K0.02%−4−0.9%Reduced
Moisand Fitzgerald Tamayo, LLC484$41.1K0.01%+169+53.7%Added
Riggs Asset Managment Co. Inc.492$41.8K0.02%00.0%Unchanged
Marshall & Sullivan Inc500$42.5K0.03%+500New
Freedom Wealth Alliance, LLC500$42.5K0.06%+500New
Fortis Capital Advisors, LLC509$43.3K0.03%+509New
Ogorek Anthony Joseph523$44.0K0.02%00.0%Unchanged
SRS Capital Advisors, Inc.547$46.5K0.01%−41−7.0%Reduced
Riverview Trust Co581$49.0K0.05%00.0%Unchanged
Horrell Capital Management, Inc.583$50.0K0.02%00.0%Unchanged
Semmax Financial Advisors Inc.519$50.0K0.02%00.0%Unchanged
Baldwin Brothers Inc590$50.2K0.00%+500+555.6%Added
Osterweis Capital Management Inc590$50.2K0.00%+590New
Rock Creek Group, LP593$50.4K0.01%−188−24.1%Reduced
Hollencrest Capital Management596$50.6K0.01%+596New
Benjamin Edwards Inc600$51.0K0.01%00.0%Unchanged
Estabrook Capital Management600$51.0K0.01%00.0%Unchanged
Corrado Advisors, LLC600$51.0K0.04%+600New
Vigilant Capital Management, LLC613$52.0K0.00%00.0%Unchanged
LFA - Lugano Financial Advisors SA625$53.1K0.04%00.0%Unchanged
Paragon Wealth Strategies, LLC629$53.5K0.06%00.0%Unchanged
Trustcore Financial Services, LLC630$53.6K0.00%+56+9.8%Added
Hillsdale Investment Management Inc.640$54.4K0.00%00.0%Unchanged
AllSquare Wealth Management LLC671$57.0K0.04%00.0%Unchanged
First Financial Corp673$57.2K0.04%00.0%Unchanged
SOA Wealth Advisors, LLC.674$57.3K0.02%+2+0.3%Added
Creative Financial Designs Inc678$57.7K0.01%+3+0.4%Added
HHM Wealth Advisors, LLC680$57.8K0.01%00.0%Unchanged
Bell Investment Advisors, Inc702$59.7K0.01%+21+3.1%Added
TSFG, LLC723$61.0K0.02%+1+0.1%Added
Twin Lakes Capital Management, LLC720$61.2K0.05%00.0%Unchanged
Carmichael Hill & Associates, Inc.735$62.5K0.03%+4+0.5%Added
Horan Securities, Inc.738$62.8K0.04%+238+47.6%Added
Silicon Valley Capital Partners741$63.0K0.01%+741New
TCI Wealth Advisors, Inc.748$63.6K0.01%−116−13.4%Reduced
Clearview Wealth Advisors LLC755$64.2K0.05%+2+0.3%Added
Eukles Asset Management770$65.0K0.04%−40−4.9%Reduced
Rocky Mountain Advisers, LLC781$66.0K0.04%+6+0.8%Added
One Wealth Advisors, LLC795$67.5K0.02%+795New
Park Circle Co800$68.0K0.07%00.0%Unchanged
CoreFirst Bank & Trust811$69.0K0.05%00.0%Unchanged
Capital Directions Investment Advisors, LLC845$71.8K0.03%+845Added
Atticus Wealth Management, LLC855$72.7K0.03%−11−1.3%Reduced
Bay Harbor Wealth Management, LLC887$75.0K0.03%−3−0.3%Reduced
Plante Moran Financial Advisors, LLC883$75.1K0.01%−856−49.2%Reduced
Farmers & Merchants Trust Co of Chambersburg PA890$76.0K0.05%+106+13.5%Added
Cedar Wealth Management, LLC922$78.4K0.04%00.0%Unchanged
Brown, Lisle/Cummings, Inc.925$78.6K0.04%00.0%Unchanged
Pathway Financial Advisers, LLC953$81.1K0.03%+953New
Cedar Mountain Advisors, LLC970$82.5K0.03%+6+0.6%Added
Global Financial Private Client, LLC984$83.7K0.05%+20+2.1%Added
Citizens National Bank Trust Department1,000$85.0K0.02%−14−1.4%Reduced
Mitsubishi UFJ Asset Management (UK) Ltd.1,000$85.0K0.06%00.0%Unchanged
PSI Advisors, LLC1,001$85.1K0.05%−100−9.1%Reduced
Rise Advisors, LLC1,005$85.5K0.07%+8+0.8%Added
Picton Mahoney Asset Management1,015$86.0K0.00%−64,635−98.5%Reduced
Covestor Ltd1,010$86.0K0.07%−431−29.9%Reduced
Tilia Fiduciary Partners, Inc.1,016$86.4K0.08%−75−6.9%Reduced
Centennial Bank1,031$87.7K0.05%+1,031New
Sound Income Strategies, LLC1,086$92.3K0.01%+291+36.6%Added
Founders Capital Management1,093$93.0K0.07%+8+0.7%Added
Burleson & Company, LLC1,104$93.9K0.02%+4+0.4%Added
Resources Management Corp1,109$94.0K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC1,106$94.0K0.01%+504+83.7%Added
FinTrust Capital Advisors, LLC1,117$95.0K0.02%−1,496−57.3%Reduced
Carolinas Wealth Consulting LLC1,130$96.1K0.02%+413+57.6%Added
Fortis Advisors, LLC1,135$96.5K0.07%+10+0.9%Added
McIlrath & Eck, LLC1,170$99.5K0.03%00.0%Unchanged
Farther Finance Advisors, LLC1,184$100.7K0.04%+1,184New
Compass Wealth Management LLC1,212$103.0K0.03%+1,212New
WD Rutherford LLC1,215$103.3K0.08%00.0%Unchanged
Dividend Assets Capital, LLC1,233$105.0K0.02%−34−2.7%Reduced
JFS Wealth Advisors, LLC1,245$105.8K0.01%+770+162.1%Added
Armstrong Advisory Group, Inc1,255$106.7K0.01%+1,255New
Hanson & Doremus Investment Management1,264$107.0K0.02%+139+12.4%Added