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.
| 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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 1,260 | $107.1K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,275 | $108.0K | 0.13% | 00.0% | Unchanged |
| Romano Brothers and Company | 1,272 | $108.1K | 0.02% | +1,272 | New |
| Register Financial Advisors LLC | 1,294 | $110.0K | 0.07% | +1,294 | New |
| GeoWealth Management, LLC | 1,300 | $110.0K | 0.01% | +49+3.9% | Added |
| West Paces Advisors Inc. | 1,301 | $110.6K | 0.04% | +207+18.9% | Added |
| Whittier Trust Co of Nevada Inc | 1,305 | $110.9K | 0.00% | −826−38.8% | Reduced |
| Nomura Holdings Inc | 1,371 | $111.0K | 0.00% | −2,000−59.3% | Reduced |
| Silvant Capital Management LLC | 1,357 | $115.4K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,547 | $117.0K | 0.02% | +944+58.9% | Added |
| Gleason Group, Inc. | 1,380 | $117.3K | 0.04% | +12+0.9% | Added |
| Washington Trust Advisors, Inc. | 1,399 | $118.9K | 0.01% | −562−28.7% | Reduced |
| ICA Group Wealth Management, LLC | 1,404 | $119.3K | 0.03% | −5,238−78.9% | Reduced |
| Laffer Tengler Investments | 1,418 | $120.6K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,425 | $121.1K | 0.03% | +1+0.1% | Added |
| Roble, Belko & Company, Inc | 1,453 | $124.0K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,463 | $124.4K | 0.11% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,475 | $125.4K | 0.05% | +474+47.4% | Added |
| Monetary Management Group Inc | 1,500 | $127.5K | 0.04% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,500 | $127.5K | 0.07% | +1,500 | New |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $128.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,504 | $128.0K | 0.06% | +140+10.3% | Added |
| Magellan Asset Management Ltd | 1,530 | $130.1K | 0.00% | +1,530 | New |
| Bogart Wealth, LLC | 1,561 | $132.7K | 0.01% | +171+12.3% | Added |
| Grove Bank & Trust | 1,574 | $134.0K | 0.03% | +1,574 | New |
| Ellevest, Inc. | 1,601 | $136.1K | 0.01% | −35−2.1% | Reduced |
| Stonebridge Capital Advisors LLC | 1,615 | $137.3K | 0.02% | +1,055+188.4% | Added |
| Proequities, Inc. | 1,646 | $139.9K | 0.01% | +89+5.7% | Added |
| Hazlett, Burt & Watson, Inc. | 1,722 | $148.0K | 0.13% | +177+11.5% | Added |
| Endurance Wealth Management, Inc. | 1,767 | $150.0K | 0.02% | −149−7.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,774 | $150.8K | 0.05% | +10+0.6% | Added |
| Atlas Capital Advisors LLC | 1,816 | $154.4K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,827 | $155.3K | 0.01% | −93−4.8% | Reduced |
| BerganKDV Wealth Management, LLC | 1,838 | $156.3K | 0.02% | −108−5.5% | Reduced |
| Sutton Wealth Advisors Inc. | 1,840 | $156.5K | 0.06% | 00.0% | Unchanged |
| Key Financial Inc | 2,040 | $161.2K | 0.08% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,904 | $162.0K | 0.01% | +16+0.8% | Added |
| Credential Qtrade Securities Inc. | 1,920 | $163.2K | 0.01% | −148−7.2% | Reduced |
| Godsey & Gibb Associates | 1,936 | $164.6K | 0.03% | +1,936 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,989 | $169.1K | 0.00% | 00.0% | Unchanged |
| Interactive Financial Advisors | 2,000 | $170.0K | 0.10% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 2,001 | $170.1K | 0.00% | −1,330,235−99.8% | Reduced |
| Boyd Watterson Asset Management LLC | 2,107 | $179.1K | 0.07% | +2,107 | New |
| Operose Advisors LLC | 2,129 | $181.0K | 0.10% | −225−9.6% | Reduced |
| Motco | 2,136 | $181.6K | 0.01% | −195−8.4% | Reduced |
| Old North State Trust, LLC | 2,147 | $183.0K | 0.12% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,203 | $187.3K | 0.01% | +2,203 | New |
| IMA Wealth, Inc. | 2,223 | $189.0K | 0.05% | −2−0.1% | Reduced |
| Missouri Trust & Investment Co | 2,265 | $193.0K | 0.12% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,288 | $194.5K | 0.01% | +262+12.9% | Added |
| Optimum Investment Advisors | 2,308 | $196.2K | 0.11% | −1,400−37.8% | Reduced |
| Johnson Financial Group, Inc. | 2,335 | $198.5K | 0.02% | −325−12.2% | Reduced |
| First National Bank of South Miami | 2,358 | $200.0K | 0.15% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,349 | $200.0K | 0.06% | +2,349 | New |
| HFG Advisors, Inc. | 2,355 | $200.2K | 0.24% | +2,355 | New |
| Prestige Wealth Management Group LLC | 2,358 | $200.5K | 0.05% | +61+2.7% | Added |
| MBL Wealth, LLC | 2,383 | $203.0K | 0.04% | −379−13.7% | Reduced |
| Financial Advocates Investment Management | 2,389 | $203.1K | 0.02% | +2,389 | New |
| Castleview Partners, LLC | 2,397 | $203.8K | 0.20% | −280−10.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 2,403 | $204.3K | 0.17% | −475−16.5% | Reduced |
| TrueWealth Advisors, LLC | 2,415 | $205.3K | 0.09% | +2,415 | New |
| Soltis Investment Advisors LLC | 2,421 | $205.8K | 0.03% | +2,421 | New |
| Boston Trust Walden Corp | 2,423 | $206.0K | 0.00% | +2,423 | New |
| Deseret Mutual Benefit Administrators | 2,431 | $206.7K | 0.08% | −2,044−45.7% | Reduced |
| REDW Wealth LLC | 2,433 | $206.9K | 0.07% | +2,433 | New |
| Washington Trust Bank | 2,431 | $207.0K | 0.02% | +2,431 | New |
| IVC Wealth Advisors LLC | 2,436 | $207.1K | 0.15% | +2,436 | New |
| Zimmermann Investment Management & Planning LLC | 2,442 | $207.6K | 0.12% | −269−9.9% | Reduced |
| Exos TFP Holdings LLC | 2,445 | $207.9K | 0.06% | +2,311+1,724.6% | Added |
| N.E.W. Advisory Services LLC | 2,475 | $210.4K | 0.03% | +2,475 | New |
| Cipher Capital LP | 2,476 | $210.5K | 0.04% | −68,201−96.5% | Reduced |
| Hoxton Planning & Management, LLC | 2,477 | $210.6K | 0.11% | +2,477 | New |
| Hall Capital Management Co Inc | 2,490 | $211.7K | 0.13% | +2,490 | New |
| Beck Mack & Oliver LLC | 2,500 | $212.6K | 0.01% | +2,500 | New |
| Highlander Capital Management, LLC | 2,500 | $213.0K | 0.11% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2,511 | $213.5K | 0.03% | +2,511 | New |
| Fort Sheridan Advisors LLC | 2,512 | $213.5K | 0.07% | −398−13.7% | Reduced |
| Chicago Trust Co NA | 2,516 | $214.0K | 0.05% | −135−5.1% | Reduced |
| Eagle Strategies LLC | 2,532 | $215.3K | 0.06% | +2,532 | New |
| Horizon Wealth Management, LLC | 2,541 | $216.0K | 0.18% | −1,155−31.3% | Reduced |
| Kingfisher Capital LLC | 2,545 | $216.0K | 0.06% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,543 | $216.2K | 0.22% | −1,249−32.9% | Reduced |
| Mayfair Advisory Group, LLC | 2,467 | $216.2K | 0.28% | +2,467 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 2,543 | $216.2K | 0.05% | +3+0.1% | Added |
| Sage Mountain Advisors LLC | 2,558 | $217.5K | 0.05% | +2,558 | New |
| Private Capital Management LLC | 2,561 | $217.7K | 0.07% | −620−19.5% | Reduced |
| Summit Global Investments | 2,568 | $218.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,569 | $218.0K | 0.12% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,575 | $219.0K | 0.02% | −194−7.0% | Reduced |
| Windsor Group LTD | 2,512 | $220.0K | 0.05% | +2,512 | New |
| Hemington Wealth Management | 2,598 | $220.0K | 0.09% | +2,598 | New |
| Welch Group, LLC | 2,588 | $220.0K | 0.01% | +2,588 | New |
| Clearstead Advisors, LLC | 2,597 | $220.8K | 0.02% | −965−27.1% | Reduced |
| Bangor Savings Bank | 2,603 | $221.0K | 0.03% | +116+4.7% | Added |
| Hurlow Wealth Management Group, Inc. | 2,632 | $223.8K | 0.12% | −21−0.8% | Reduced |
| Wellington Shields Capital Management, LLC | 2,637 | $224.2K | 0.03% | +30+1.2% | Added |
| Journey Strategic Wealth LLC | 2,662 | $226.4K | 0.03% | −175−6.2% | Reduced |
| Focus Financial Network, Inc. | 2,663 | $226.4K | 0.02% | −1,246−31.9% | Reduced |
| Associated Banc-Corp | 2,665 | $226.6K | 0.01% | −929−25.8% | Reduced |
| Wedge Capital Management L L P | 2,670 | $227.0K | 0.00% | −244−8.4% | Reduced |