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 |
|---|---|---|---|---|---|
| Argent Advisors, Inc. | 2,680 | $227.9K | 0.12% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,693 | $229.0K | 0.35% | +2,693 | New |
| Fuller & Thaler Asset Management, Inc. | 2,689 | $229.0K | 0.00% | −1,575−36.9% | Reduced |
| Willow Creek Wealth Management Inc. | 2,697 | $229.0K | 0.04% | +2,697 | New |
| Oakworth Capital, Inc. | 2,700 | $229.6K | 0.02% | −9−0.3% | Reduced |
| Reik & Co., LLC | 2,703 | $230.0K | 0.07% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 2,714 | $230.7K | 0.13% | +10.0% | Added |
| Broadleaf Partners, LLC | 2,719 | $231.0K | 0.09% | 00.0% | Unchanged |
| Doheny Asset Management | 2,726 | $232.0K | 0.27% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,732 | $232.3K | 0.17% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 2,740 | $233.0K | 0.04% | +2,740 | New |
| Harbour Investments, Inc. | 2,743 | $233.2K | 0.01% | +354+14.8% | Added |
| Wrapmanager Inc | 2,763 | $235.0K | 0.08% | −7−0.3% | Reduced |
| Raleigh Capital Management Inc. | 2,767 | $235.3K | 0.12% | −235−7.8% | Reduced |
| Novare Capital Management LLC | 2,775 | $235.9K | 0.03% | +15+0.5% | Added |
| Annapolis Financial Services, LLC | 2,797 | $237.8K | 0.08% | −581−17.2% | Reduced |
| Arkadios Wealth Advisors | 2,798 | $237.9K | 0.03% | +2,798 | New |
| Detalus Advisors, LLC | 2,800 | $238.1K | 0.12% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,800 | $238.1K | 0.05% | +2,800 | New |
| Ellsworth Advisors, LLC | 2,472 | $238.7K | 0.09% | +2,472 | New |
| PFG Advisors | 2,812 | $239.1K | 0.02% | +2,812 | New |
| Pathway Financial Advisors LLC | 2,820 | $239.8K | 0.07% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 2,825 | $240.2K | 0.06% | −143−4.8% | Reduced |
| Manchester Capital Management LLC | 2,836 | $241.1K | 0.04% | −35−1.2% | Reduced |
| Michael B. Yongue | 2,838 | $241.3K | 0.23% | −30−1.0% | Reduced |
| Concord Wealth Partners | 2,846 | $242.0K | 0.07% | −2,817−49.7% | Reduced |
| Ssi Investment Management LLC | 2,849 | $242.2K | 0.02% | 00.0% | Unchanged |
| Congress Park Capital LLC | 2,850 | $242.3K | 0.15% | +100+3.6% | Added |
| Vantage Consulting Group Inc | 2,869 | $243.9K | 0.14% | −185−6.1% | Reduced |
| Syntax Advisors, LLC | 2,869 | $243.9K | 0.20% | −185−6.1% | Reduced |
| Bedel Financial Consulting, Inc. | 2,878 | $244.7K | 0.06% | +10.0% | Added |
| Keystone Financial Group | 2,886 | $245.4K | 0.05% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,890 | $245.7K | 0.03% | +331+12.9% | Added |
| GHP Investment Advisors, Inc. | 2,891 | $245.8K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,893 | $246.0K | 0.03% | +173+6.4% | Added |
| Perfromance Wealth Partners, LLC | 2,898 | $246.4K | 0.01% | −53−1.8% | Reduced |
| Navis Wealth Advisors, LLC | 2,900 | $246.6K | 0.35% | +200+7.4% | Added |
| Leisure Capital Management | 2,904 | $246.9K | 0.13% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,908 | $247.2K | 0.19% | +48+1.7% | Added |
| McLean Asset Management Corp | 2,918 | $248.1K | 0.08% | −10.0% | Reduced |
| Apriem Advisors | 2,936 | $249.6K | 0.04% | 00.0% | Unchanged |
| Norway Savings Bank | 2,943 | $250.2K | 0.13% | +116+4.1% | Added |
| Coastal Investment Advisors, Inc. | 2,943 | $250.2K | 0.06% | −125−4.1% | Reduced |
| Valmark Advisers, Inc. | 2,953 | $251.1K | 0.01% | +45+1.5% | Added |
| Harvest Fund Management Co., Ltd | 2,970 | $252.0K | 0.06% | +9+0.3% | Added |
| Enterprise Financial Services Corp | 2,965 | $252.1K | 0.17% | +74+2.6% | Added |
| Choate Investment Advisors | 2,966 | $252.2K | 0.02% | −81−2.7% | Reduced |
| Wimmer Associates 1, LLC | 2,968 | $252.3K | 0.17% | +125+4.4% | Added |
| Harrington Investments, INC | 2,975 | $252.9K | 0.18% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,989 | $254.1K | 0.01% | −39−1.3% | Reduced |
| Fidelis Capital Partners, LLC | 2,903 | $254.4K | 0.30% | +2,903 | New |
| Raab & Moskowitz Asset Management LLC | 2,995 | $254.6K | 0.10% | +25+0.8% | Added |
| Kozak & Associates, Inc. | 2,994 | $255.0K | 0.13% | +10.0% | Added |
| Spirit of America Management Corp | 3,000 | $255.1K | 0.06% | 00.0% | Unchanged |
| Five Oceans Advisors | 3,017 | $256.5K | 0.18% | −102−3.3% | Reduced |
| Aprio Wealth Management, LLC | 3,025 | $257.2K | 0.09% | +425+16.3% | Added |
| IMPACTfolio, LLC | 3,033 | $258.0K | 0.24% | +16+0.5% | Added |
| M&G Investment Management Ltd | 3,036 | $258.1K | 0.00% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 3,046 | $258.9K | 0.11% | −1,050−25.6% | Reduced |
| First Affirmative Financial Network | 3,058 | $260.0K | 0.31% | +272+9.8% | Added |
| Spartan Planning & Wealth Management | 3,060 | $260.2K | 0.32% | +3,060 | New |
| Gratus Capital LLC | 3,067 | $260.8K | 0.02% | −170,631−98.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,068 | $260.8K | 0.07% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,074 | $261.4K | 0.15% | −99−3.1% | Reduced |
| Private Asset Management Inc | 3,082 | $262.0K | 0.04% | 00.0% | Unchanged |
| Centric Wealth Management | 3,095 | $263.1K | 0.13% | −1,015−24.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3,096 | $263.2K | 0.02% | −194−5.9% | Reduced |
| Stiles Financial Services Inc | 3,101 | $263.7K | 0.15% | +22+0.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 3,120 | $265.0K | 0.08% | −409−11.6% | Reduced |
| O'Rourke & Company, Inc | 3,112 | $265.0K | 0.21% | +103+3.4% | Added |
| SOL Capital Management CO | 3,120 | $265.3K | 0.05% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 3,133 | $266.4K | 0.26% | +78+2.6% | Added |
| Stonnington Group, LLC | 3,000 | $266.8K | 0.07% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2,688 | $267.3K | 0.47% | +2,688 | New |
| Manchester Financial Inc | 3,148 | $267.6K | 0.07% | −435−12.1% | Reduced |
| XTX Topco Ltd | 3,154 | $268.2K | 0.06% | −12,609−80.0% | Reduced |
| Janney Capital Management LLC | 3,162 | $269.0K | 0.02% | +10.0% | Added |
| Crewe Advisors LLC | 3,185 | $270.8K | 0.04% | −148−4.4% | Reduced |
| Bragg Financial Advisors, Inc | 3,187 | $271.0K | 0.02% | −8−0.3% | Reduced |
| SageView Advisory Group, LLC | 3,195 | $271.6K | 0.02% | +3,195 | New |
| Hotchkis & Wiley Capital Management LLC | 3,200 | $272.1K | 0.00% | −300−8.6% | Reduced |
| Twin Focus Capital Partners, LLC | 3,210 | $272.9K | 0.06% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,211 | $273.0K | 0.09% | +3,211 | New |
| KG&L Capital Management,LLC | 3,226 | $274.3K | 0.16% | −1,425−30.6% | Reduced |
| CNB Bank | 3,231 | $274.7K | 0.17% | 00.0% | Unchanged |
| NBT Bank N A | 3,232 | $274.8K | 0.04% | +300+10.2% | Added |
| Guerra Pan Advisors, LLC | 3,239 | $275.4K | 0.38% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,242 | $275.6K | 0.00% | +238+7.9% | Added |
| Delta Financial Group, Inc. | 3,246 | $276.0K | 0.12% | +3,246 | New |
| RSM US Wealth Management LLC | 3,247 | $276.1K | 0.01% | −193−5.6% | Reduced |
| Girard Partners Ltd. | 3,248 | $276.2K | 0.03% | +3,248 | New |
| DGS Capital Management, LLC | 3,254 | $276.7K | 0.18% | +6+0.2% | Added |
| Valley National Advisers Inc | 3,104 | $277.0K | 0.05% | −137−4.2% | Reduced |
| Per Stirling Capital Management, LLC. | 3,266 | $277.7K | 0.05% | +3,266 | New |
| Capital Advisors Inc | 3,280 | $278.9K | 0.01% | +50+1.5% | Added |
| American Trust | 3,283 | $279.1K | 0.03% | −130−3.8% | Reduced |
| Sepio Capital, LP | 3,293 | $280.0K | 0.02% | −22,948−87.5% | Reduced |
| RMR Wealth Builders | 3,308 | $281.2K | 0.06% | −2,904−46.7% | Reduced |
| Aspiriant, LLC | 3,315 | $281.8K | 0.01% | +369+12.5% | Added |
| Fortitude Advisory Group L.L.C. | 3,324 | $282.6K | 0.25% | +38+1.2% | Added |