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 |
|---|---|---|---|---|---|
| Independent Solutions Wealth Management, LLC | 3,340 | $284.0K | 0.09% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 3,359 | $285.6K | 0.23% | +3,359 | New |
| JGP Wealth Management, LLC | 3,398 | $288.9K | 0.05% | −40−1.2% | Reduced |
| Catalyst Financial Partners LLC | 3,400 | $289.1K | 0.15% | +3,400 | New |
| Moloney Securities Asset Management, LLC | 3,403 | $289.4K | 0.06% | +290+9.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,420 | $290.8K | 0.09% | +3,420 | New |
| Trustmark National Bank Trust Department | 3,434 | $292.0K | 0.03% | 00.0% | Unchanged |
| Forte Capital LLC | 3,440 | $292.5K | 0.05% | +626+22.2% | Added |
| Nwam LLC | 3,440 | $292.5K | 0.03% | +475+16.0% | Added |
| Capstone Financial Advisors, Inc. | 3,463 | $294.4K | 0.02% | +36+1.1% | Added |
| Calton & Associates, Inc. | 3,479 | $295.8K | 0.11% | +3,479 | New |
| WSFS Capital Management, LLC | 3,481 | $295.9K | 0.03% | +134+4.0% | Added |
| Mastrapasqua Asset Management Inc | 3,500 | $297.6K | 0.04% | −4,000−53.3% | Reduced |
| United Bank | 3,504 | $297.9K | 0.04% | +100+2.9% | Added |
| Red Cedar Capital, LLC | 3,500 | $298.0K | 0.19% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 3,505 | $298.0K | 0.05% | +3,505 | New |
| Independent Financial Group, LLC | 3,508 | $298.3K | 0.03% | −425−10.8% | Reduced |
| Parsec Financial Management, Inc. | 3,508 | $298.3K | 0.01% | −658−15.8% | Reduced |
| Marathon Capital Management | 3,511 | $298.5K | 0.08% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,552 | $302.0K | 0.29% | −57−1.6% | Reduced |
| Cohen & Steers, Inc. | 3,553 | $302.0K | 0.00% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 3,553 | $302.1K | 0.07% | +130+3.8% | Added |
| Quantum Financial Advisors, LLC | 3,570 | $303.5K | 0.14% | +20+0.6% | Added |
| Duncker Streett & Co Inc | 3,571 | $303.6K | 0.07% | +200+5.9% | Added |
| Resonant Capital Advisors, LLC | 3,588 | $305.1K | 0.04% | +3,588 | New |
| Richwood Investment Advisors, LLC | 3,590 | $305.2K | 0.31% | −28−0.8% | Reduced |
| Alta Advisers Ltd | 3,600 | $306.0K | 0.18% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 3,600 | $306.1K | 0.92% | +3,600 | New |
| Carmel Capital Partners, LLC | 3,627 | $308.4K | 0.21% | 00.0% | Unchanged |
| Capula Management Ltd | 3,637 | $309.2K | 0.03% | −164,072−97.8% | Reduced |
| Strait & Sound Wealth Management LLC | 3,198 | $310.5K | 0.34% | +3,198 | New |
| MidWestOne Financial Group, Inc. | 3,664 | $311.5K | 0.07% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 3,665 | $311.6K | 0.04% | +1,336+57.4% | Added |
| Masso Torrence Wealth Management Inc. | 3,667 | $311.8K | 0.25% | +3,667 | New |
| Joule Financial, LLC | 3,672 | $312.2K | 0.21% | −118−3.1% | Reduced |
| First Financial Bank - Trust Division | 3,680 | $313.0K | 0.03% | −388−9.5% | Reduced |
| Humankind Investments LLC | 3,693 | $314.0K | 0.14% | +43+1.2% | Added |
| Jones Financial Companies LLLP | 3,691 | $314.0K | 0.00% | +915+33.0% | Added |
| Hexagon Capital Partners LLC | 3,709 | $315.3K | 0.09% | −74−2.0% | Reduced |
| Continuum Advisory, LLC | 3,709 | $315.3K | 0.06% | +99+2.7% | Added |
| Tradition Wealth Management, LLC | 3,711 | $316.0K | 0.04% | −24−0.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,728 | $317.0K | 0.01% | +3,728 | New |
| Millennium Capital Advisors, LLC | 3,729 | $317.0K | 0.32% | +316+9.3% | Added |
| Tower Bridge Advisors | 3,742 | $318.1K | 0.03% | −1,500−28.6% | Reduced |
| Alerus Financial NA | 3,750 | $318.8K | 0.03% | −630−14.4% | Reduced |
| Overbrook Management Corp | 3,764 | $320.0K | 0.09% | 00.0% | Unchanged |
| City State Bank | 3,775 | $321.0K | 0.20% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,782 | $321.5K | 0.02% | −406−9.7% | Reduced |
| Rosenberg Matthew Hamilton | 3,784 | $321.7K | 0.11% | −90−2.3% | Reduced |
| Wagner Wealth Management, LLC | 3,828 | $325.4K | 0.20% | +195+5.4% | Added |
| Bridgefront Capital, LLC | 3,852 | $327.5K | 0.23% | +3,852 | New |
| MCF Advisors LLC | 3,858 | $328.0K | 0.03% | −10−0.3% | Reduced |
| Hoylecohen, LLC | 3,859 | $328.1K | 0.03% | +258+7.2% | Added |
| BBR Partners, LLC | 3,860 | $328.2K | 0.04% | +58+1.5% | Added |
| Amplius Wealth Advisors, LLC | 3,866 | $328.7K | 0.05% | +15+0.4% | Added |
| Park National Corp | 3,867 | $328.8K | 0.01% | +66+1.7% | Added |
| AXS Investments LLC | 3,868 | $328.9K | 0.12% | −1,170−23.2% | Reduced |
| Boenning & Scattergood, Inc. | 3,768 | $329.0K | 0.05% | −1,339−26.2% | Reduced |
| Eqis Capital Management, Inc. | 3,873 | $329.3K | 0.04% | −622−13.8% | Reduced |
| Quarry LP | 3,876 | $329.5K | 0.36% | +3,876 | New |
| Altus Wealth Group LLC | 3,897 | $331.3K | 0.25% | −21−0.5% | Reduced |
| Davidson Investment Advisors | 3,909 | $332.3K | 0.03% | −524−11.8% | Reduced |
| Stelac Advisory Services LLC | 3,911 | $332.5K | 0.15% | −276−6.6% | Reduced |
| Richard W. Paul & Associates, LLC | 3,914 | $332.7K | 0.17% | +3,914 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,914 | $332.8K | 0.09% | +109+2.9% | Added |
| Platte River Wealth Advisors, LLC | 3,930 | $334.1K | 0.14% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,946 | $335.0K | 0.02% | +486+14.0% | Added |
| Anchor Investment Management, LLC | 3,963 | $336.9K | 0.05% | −1,808−31.3% | Reduced |
| BLB&B Advisors, LLC | 3,976 | $338.0K | 0.03% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 3,704 | $339.5K | 0.34% | −284−7.1% | Reduced |
| Westover Capital Advisors, LLC | 4,000 | $340.1K | 0.13% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 4,000 | $340.1K | 0.17% | +86+2.2% | Added |
| Breakwater Capital Group | 4,030 | $342.6K | 0.18% | +4,030 | New |
| Carnegie Capital Asset Management, LLC | 4,037 | $343.2K | 0.01% | +661+19.6% | Added |
| Fortem Financial Group, LLC | 4,042 | $343.7K | 0.20% | +50+1.3% | Added |
| Cedar Brook Financial Partners, LLC | 4,043 | $343.7K | 0.10% | +979+32.0% | Added |
| Avantax Planning Partners, Inc. | 4,058 | $345.0K | 0.01% | −589−12.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,070 | $346.1K | 0.12% | −374−8.4% | Reduced |
| Farmers National Bank | 4,073 | $346.3K | 0.12% | +20+0.5% | Added |
| CFM Wealth Partners LLC | 4,078 | $346.7K | 0.10% | +4,078 | New |
| Allred Capital Management, LLC | 4,086 | $347.4K | 0.19% | +18+0.4% | Added |
| Powell Investment Advisors, LLC | 4,101 | $348.7K | 0.20% | +35+0.9% | Added |
| Keeley-Teton Advisors, LLC | 4,117 | $350.0K | 0.04% | 00.0% | Unchanged |
| Willner & Heller, LLC | 4,126 | $350.8K | 0.50% | +208+5.3% | Added |
| Money Concepts Capital Corp | 4,127 | $350.9K | 0.02% | +3,324+413.9% | Added |
| Grandfield & Dodd, LLC | 4,128 | $351.0K | 0.03% | −40−1.0% | Reduced |
| Alliance Wealth Advisors, LLC | 4,133 | $351.4K | 0.29% | −130−3.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,137 | $351.7K | 0.14% | −71−1.7% | Reduced |
| Poplar Forest Capital LLC | 4,161 | $353.8K | 0.04% | +4,161 | New |
| Shepherd Financial Partners LLC | 4,178 | $355.2K | 0.06% | +76+1.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,184 | $355.7K | 0.06% | +100+2.4% | Added |
| Frisch Financial Group, Inc. | 4,190 | $356.0K | 0.13% | +29+0.7% | Added |
| Destination Wealth Management | 4,188 | $356.1K | 0.01% | +98+2.4% | Added |
| Addison Advisors LLC | 4,188 | $356.1K | 0.21% | +141+3.5% | Added |
| Tributary Capital Management, LLC | 4,200 | $357.0K | 0.04% | −100−2.3% | Reduced |
| First Citizens Financial Corp | 4,208 | $358.0K | 0.31% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 4,234 | $360.0K | 0.06% | +4,234 | New |
| TD Ameritrade Investment Management, LLC | 4,230 | $360.0K | 0.00% | −1,778−29.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 4,255 | $361.8K | 0.20% | +24+0.6% | Added |
| Granger Management LLC | 4,292 | $364.9K | 0.16% | −74−1.7% | Reduced |