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 |
|---|---|---|---|---|---|
| Oversea-Chinese Banking CORP Ltd | 4,306 | $366.0K | 0.02% | +4,306 | New |
| Eastern Bank | 4,316 | $366.9K | 0.02% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,313 | $367.0K | 0.19% | +120+2.9% | Added |
| Integrated Investment Consultants, LLC | 4,347 | $369.6K | 0.12% | +255+6.2% | Added |
| CBOE Vest Financial, LLC | 4,368 | $371.4K | 0.06% | +4,368 | New |
| Pinnacle Bancorp, Inc. | 4,380 | $372.0K | 0.14% | +172+4.1% | Added |
| Global Retirement Partners, LLC | 4,390 | $373.2K | 0.03% | +651+17.4% | Added |
| Marcum Wealth, LLC | 4,390 | $373.2K | 0.05% | −207−4.5% | Reduced |
| Lindbrook Capital, LLC | 4,391 | $373.3K | 0.05% | −391−8.2% | Reduced |
| Eudaimonia Partners, LLC | 4,395 | $373.7K | 0.09% | +3+0.1% | Added |
| Aj Wealth Strategies, LLC | 4,400 | $374.0K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,400 | $374.1K | 0.02% | −1,261−22.3% | Reduced |
| Freestone Capital Holdings, LLC | 4,404 | $374.4K | 0.02% | +63+1.5% | Added |
| Alpha Family Trust | 4,405 | $374.5K | 0.34% | +1,820+70.4% | Added |
| Skba Capital Management LLC | 4,450 | $378.3K | 0.07% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 4,450 | $378.4K | 0.03% | +1,664+59.7% | Added |
| Baron Wealth Management LLC | 4,456 | $378.9K | 0.29% | +4,456 | New |
| Change Path, LLC | 4,463 | $379.0K | 0.02% | −10.0% | Reduced |
| V Wealth Advisors LLC | 4,491 | $381.8K | 0.08% | −383−7.9% | Reduced |
| ASB Consultores, LLC | 4,496 | $382.3K | 0.16% | +4,496 | New |
| Jump Financial, LLC | 4,503 | $382.8K | 0.02% | +4,503 | New |
| King Wealth | 4,527 | $385.0K | 0.09% | +236+5.5% | Added |
| Perritt Capital Management Inc | 4,530 | $385.1K | 0.22% | −33−0.7% | Reduced |
| Hudock, Inc. | 4,531 | $385.3K | 0.13% | −455−9.1% | Reduced |
| DT Investment Partners, LLC | 4,536 | $385.7K | 0.05% | −255−5.3% | Reduced |
| Hartline Investment Corp | 4,544 | $386.3K | 0.09% | +4,544 | New |
| STAR Financial Bank | 4,564 | $388.0K | 0.38% | +4,564 | New |
| American National Bank | 4,582 | $390.0K | 0.08% | +20+0.4% | Added |
| First Dallas Securities Inc. | 4,600 | $391.0K | 0.24% | +4,600 | New |
| Beta Wealth Group, Inc. | 4,600 | $391.1K | 0.26% | +300+7.0% | Added |
| Curi Capital | 4,624 | $393.1K | 0.06% | −2,487−35.0% | Reduced |
| Herold Advisors, Inc. | 4,640 | $394.5K | 0.17% | +702+17.8% | Added |
| West Family Investments, Inc. | 4,677 | $397.6K | 0.14% | −77−1.6% | Reduced |
| Pinebridge Investments, L.P. | 4,717 | $401.0K | 0.00% | −1,808−27.7% | Reduced |
| Trilogy Capital Inc. | 4,728 | $402.0K | 0.03% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 4,732 | $402.3K | 0.06% | 00.0% | Unchanged |
| Mirova | 4,735 | $402.6K | 0.06% | −185−3.8% | Reduced |
| M&R Capital Management Inc | 4,736 | $402.7K | 0.11% | −1,199−20.2% | Reduced |
| Roundview Capital LLC | 4,759 | $404.6K | 0.05% | 00.0% | Unchanged |
| Peoples Bank | 4,765 | $405.1K | 0.26% | −55−1.1% | Reduced |
| Ledyard National Bank | 4,784 | $406.7K | 0.05% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,370 | $407.5K | 0.04% | +4,370 | New |
| Omnia Family Wealth, LLC | 4,794 | $407.6K | 0.33% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,785 | $407.9K | 0.06% | +665+16.1% | Added |
| Mosaic Family Wealth Partners, LLC | 4,800 | $408.1K | 0.12% | +4,800 | New |
| Arista Wealth Management, LLC | 4,815 | $409.4K | 0.26% | +4,815 | New |
| Wealthsource Partners, LLC | 4,826 | $410.3K | 0.03% | +784+19.4% | Added |
| Meeder Asset Management Inc | 4,826 | $410.3K | 0.04% | −21,562−81.7% | Reduced |
| Executive Wealth Group LLC | 4,832 | $410.8K | 0.31% | +41+0.9% | Added |
| Wilkinson Global Asset Management LLC | 4,835 | $411.1K | 0.03% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,440 | $412.0K | 0.10% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,851 | $412.4K | 0.24% | 00.0% | Unchanged |
| Rothschild Investment Corp | 4,866 | $414.0K | 0.04% | +15+0.3% | Added |
| Tanager Wealth Management LLP | 4,903 | $416.9K | 0.11% | +4,903 | New |
| Wealth Alliance | 4,906 | $417.1K | 0.07% | −4−0.1% | Reduced |
| Cookson Peirce & Co Inc | 4,923 | $419.0K | 0.03% | −1,319−21.1% | Reduced |
| X-Square Capital, LLC | 4,938 | $420.0K | 0.24% | +10.0% | Added |
| Davis R M Inc | 4,982 | $424.0K | 0.01% | +895+21.9% | Added |
| Robertson Stephens Wealth Management, LLC | 5,000 | $425.2K | 0.04% | −49−1.0% | Reduced |
| Integris Wealth Management, LLC | 5,019 | $426.7K | 0.17% | +5,019 | New |
| CVA Family Office, LLC | 5,024 | $427.1K | 0.10% | −154−3.0% | Reduced |
| Vivaldi Capital Management, LLC | 4,881 | $427.8K | 0.11% | +35+0.7% | Added |
| Laurel Wealth Advisors, Inc. | 5,079 | $432.0K | 0.04% | −306−5.7% | Reduced |
| Strategic Financial Services, Inc, | 5,082 | $432.1K | 0.03% | −173−3.3% | Reduced |
| Exencial Wealth Advisors, LLC | 5,095 | $433.2K | 0.02% | +72+1.4% | Added |
| Glen Eagle Advisors, LLC | 5,131 | $436.2K | 0.12% | −321−5.9% | Reduced |
| Clear Harbor Asset Management, LLC | 5,141 | $437.1K | 0.05% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,153 | $438.1K | 0.06% | −92−1.8% | Reduced |
| Aaron Wealth Advisors | 5,161 | $438.8K | 0.06% | +952+22.6% | Added |
| Hamilton Capital, LLC | 5,169 | $439.4K | 0.03% | +1,381+36.5% | Added |
| North Star Investment Management Corp. | 5,206 | $442.6K | 0.04% | +54+1.0% | Added |
| Kingsview Wealth Management, LLC | 5,252 | $446.5K | 0.02% | −117−2.2% | Reduced |
| Alpha Paradigm Partners, LLC | 5,259 | $447.0K | 0.18% | +4,984+1,812.4% | Added |
| Cable Hill Partners, LLC | 5,270 | $448.1K | 0.08% | +1,035+24.4% | Added |
| Ameritas Advisory Services, LLC | 5,301 | $450.7K | 0.02% | +96+1.8% | Added |
| BSW Wealth Partners | 5,337 | $454.0K | 0.10% | −838−13.6% | Reduced |
| GraniteShares Advisors LLC | 5,347 | $454.6K | 0.38% | +5,347 | New |
| Evoke Wealth, LLC | 5,348 | $454.7K | 0.02% | −61−1.1% | Reduced |
| Jackson Square Capital, LLC | 5,352 | $455.0K | 0.21% | +185+3.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,390 | $458.2K | 0.10% | −78−1.4% | Reduced |
| BKD Wealth Advisors, LLC | 5,391 | $458.3K | 0.02% | −40−0.7% | Reduced |
| Bell Bank | 5,456 | $463.9K | 0.05% | −436−7.4% | Reduced |
| Bahl & Gaynor Inc | 5,456 | $463.9K | 0.00% | +846+18.4% | Added |
| Regal Investment Advisors LLC | 5,460 | $464.2K | 0.04% | −108−1.9% | Reduced |
| CMT Capital Markets Trading GmbH | 5,500 | $468.0K | 0.26% | +5,500 | New |
| Carlson Capital Management | 5,516 | $469.0K | 0.03% | −284−4.9% | Reduced |
| LS Investment Advisors, LLC | 5,550 | $471.9K | 0.09% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 5,566 | $473.2K | 0.37% | −578−9.4% | Reduced |
| Trust Co of Toledo NA | 5,570 | $474.0K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,583 | $474.7K | 0.14% | +279+5.3% | Added |
| Bank of Nova Scotia Trust Co | 5,587 | $475.0K | 0.05% | −378−6.3% | Reduced |
| Financial Advisors, LLC | 5,590 | $475.3K | 0.13% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 5,635 | $479.1K | 0.03% | +124+2.3% | Added |
| Lavaca Capital LLC | 5,642 | $479.3K | 0.19% | −485−7.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,646 | $480.0K | 0.00% | −1,926−25.4% | Reduced |
| Curbstone Financial Management Corp | 5,682 | $483.0K | 0.12% | −480−7.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,718 | $486.0K | 0.01% | −795−12.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,712 | $486.0K | 0.22% | −32−0.6% | Reduced |
| Bartlett & Co. LLC | 5,721 | $486.0K | 0.01% | −14−0.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,721 | $486.4K | 0.01% | −14−0.2% | Reduced |