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 |
|---|---|---|---|---|---|
| Silvia McColl Wealth Management, LLC | 5,725 | $486.7K | 0.48% | +5,725 | New |
| KLCM Advisors, Inc. | 5,747 | $488.6K | 0.10% | +1,100+23.7% | Added |
| Arete Wealth Advisors, LLC | 5,754 | $489.2K | 0.04% | −36−0.6% | Reduced |
| Rehmann Capital Advisory Group | 5,778 | $491.3K | 0.05% | −409−6.6% | Reduced |
| Wealth Effects LLC | 5,804 | $493.4K | 0.28% | −7,499−56.4% | Reduced |
| Insight 2811, Inc. | 5,815 | $494.0K | 0.31% | +41+0.7% | Added |
| Thomas White International Ltd | 5,820 | $494.8K | 0.11% | 00.0% | Unchanged |
| Claro Advisors LLC | 5,842 | $496.7K | 0.16% | +348+6.3% | Added |
| Redhawk Wealth Advisors, Inc. | 5,843 | $496.8K | 0.19% | +1,970+50.9% | Added |
| Legacy Financial Advisors, Inc. | 5,846 | $497.0K | 0.11% | +1,176+25.2% | Added |
| First Foundation Advisors | 5,849 | $497.3K | 0.02% | +488+9.1% | Added |
| Smithfield Trust Co | 5,823 | $498.0K | 0.03% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 5,868 | $498.9K | 0.00% | −371−5.9% | Reduced |
| First County Bank | 5,888 | $500.6K | 0.24% | +5,888 | New |
| Boston Financial Mangement LLC | 5,923 | $503.6K | 0.02% | +250+4.4% | Added |
| First Interstate Bank | 5,928 | $504.0K | 0.04% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 5,936 | $504.7K | 0.05% | +12+0.2% | Added |
| M Holdings Securities, Inc. | 5,944 | $505.0K | 0.05% | −128−2.1% | Reduced |
| Heritage Wealth Advisors | 5,941 | $505.1K | 0.03% | −342−5.4% | Reduced |
| Red Lighthouse Investment Management, LLC | 5,950 | $505.9K | 0.26% | +5,950 | New |
| Adirondack Trust Co | 6,004 | $510.4K | 0.26% | +29+0.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 6,005 | $511.0K | 0.19% | −29−0.5% | Reduced |
| Berger Financial Group, Inc | 6,044 | $513.8K | 0.07% | +10.0% | Added |
| Unigestion Holding SA | 6,057 | $516.3K | 0.03% | +6,057 | New |
| Clifford Group, LLC | 6,102 | $518.8K | 0.65% | +6,102 | New |
| Kistler-Tiffany Companies, LLC | 6,143 | $522.3K | 0.11% | +424+7.4% | Added |
| Rossmore Private Capital | 6,144 | $522.4K | 0.08% | +301+5.2% | Added |
| Peoples Financial Services Corp. | 6,146 | $522.5K | 0.24% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,157 | $523.0K | 0.01% | −414−6.3% | Reduced |
| Cantor Fitzgerald, L. P. | 6,187 | $526.0K | 0.01% | +6,187 | New |
| Castle Wealth Management LLC | 6,205 | $527.6K | 0.33% | +278+4.7% | Added |
| Americana Partners, LLC | 6,211 | $528.1K | 0.09% | +1,749+39.2% | Added |
| Zions Bancorporation, N.A. | 6,213 | $528.2K | 0.04% | +703+12.8% | Added |
| Chapin Davis, Inc. | 6,214 | $528.3K | 0.31% | +6,214 | New |
| Strategic Wealth Partners, Ltd. | 6,232 | $529.8K | 0.10% | +1,014+19.4% | Added |
| US Asset Management LLC | 6,231 | $530.0K | 0.57% | +6,231 | New |
| Chicago Wealth Management, Inc. | 6,243 | $530.8K | 0.46% | 00.0% | Unchanged |
| One River Asset Management, LLC | 6,235 | $530.8K | 0.36% | +6,235 | New |
| Geller Advisors LLC | 6,251 | $531.5K | 0.09% | +85+1.4% | Added |
| Sippican Capital Advisors | 6,273 | $533.0K | 0.51% | +695+12.5% | Added |
| DRW Securities, LLC | 6,289 | $535.0K | 0.11% | +6,289 | New |
| Gladstone Institutional Advisory LLC | 6,305 | $536.1K | 0.04% | −1,043−14.2% | Reduced |
| Personal Cfo Solutions, LLC | 6,314 | $536.8K | 0.11% | −298−4.5% | Reduced |
| Pacitti Group Inc. | 6,322 | $537.5K | 0.42% | −217−3.3% | Reduced |
| Wharton Business Group, LLC | 6,329 | $538.0K | 0.03% | 00.0% | Unchanged |
| Brown Capital Management LLC | 6,350 | $539.9K | 0.01% | −105−1.6% | Reduced |
| Transatlantique Private Wealth LLC | 6,346 | $540.0K | 0.32% | +725+12.9% | Added |
| Sompo Asset Management Co., Ltd. | 6,380 | $542.4K | 0.12% | +50+0.8% | Added |
| Mission Wealth Management, LP | 6,384 | $542.8K | 0.03% | +1,827+40.1% | Added |
| Visionary Wealth Advisors | 6,390 | $543.0K | 0.05% | −425−6.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,433 | $547.0K | 0.04% | +20.0% | Added |
| First National Advisers, LLC | 6,435 | $547.0K | 0.70% | +667+11.6% | Added |
| Buckingham Strategic Wealth, LLC | 6,475 | $550.5K | 0.01% | +1,818+39.0% | Added |
| Lee Danner & Bass Inc | 6,475 | $551.0K | 0.05% | 00.0% | Unchanged |
| Cooper Financial Group | 6,488 | $551.6K | 0.17% | +491+8.2% | Added |
| Financial Management Professionals, Inc. | 6,489 | $552.0K | 0.11% | +1,122+20.9% | Added |
| Community Bank of Raymore | 6,540 | $556.0K | 0.20% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6,565 | $558.2K | 0.11% | +500+8.2% | Added |
| Arbor Investment Advisors, LLC | 6,569 | $558.5K | 0.11% | +1,098+20.1% | Added |
| Graypoint LLC | 6,602 | $561.3K | 0.07% | +528+8.7% | Added |
| Harbor Advisors LLC | 6,608 | $561.8K | 0.14% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 6,659 | $566.0K | 0.14% | −34−0.5% | Reduced |
| Lake Street Financial LLC | 6,657 | $566.0K | 0.12% | −1,841−21.7% | Reduced |
| Laidlaw Wealth Management LLC | 6,688 | $568.6K | 0.12% | +4+0.1% | Added |
| Ibex Wealth Advisors | 6,707 | $570.0K | 0.13% | +6,707 | New |
| Insigneo Advisory Services, LLC | 6,715 | $571.0K | 0.22% | +6,715 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,722 | $571.5K | 0.03% | +192+2.9% | Added |
| Sentry Investment Management LLC | 6,724 | $572.0K | 0.25% | −2,864−29.9% | Reduced |
| Prio Wealth Limited Partnership | 6,732 | $572.4K | 0.02% | −597−8.1% | Reduced |
| David Loasby | 6,404 | $572.7K | 0.08% | +3,212+100.6% | Added |
| Evergreen Capital Management LLC | 6,750 | $573.9K | 0.03% | +21+0.3% | Added |
| Somerville Kurt F | 6,840 | $581.5K | 0.11% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 6,868 | $583.9K | 0.32% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 6,922 | $588.5K | 0.75% | +16+0.2% | Added |
| IFG Advisors, LLC | 6,932 | $589.4K | 0.26% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 6,942 | $590.2K | 0.06% | +3,619+108.9% | Added |
| EP Wealth Advisors, LLC | 6,964 | $592.1K | 0.01% | +6,964 | New |
| Circle Wealth Management, LLC | 6,972 | $592.8K | 0.09% | −2,070−22.9% | Reduced |
| RFG Advisory, LLC | 5,979 | $594.5K | 0.03% | +312+5.5% | Added |
| Miracle Mile Advisors, LLC | 7,004 | $595.5K | 0.02% | +377+5.7% | Added |
| Caerus Investment Advisors, LLC | 7,010 | $596.0K | 0.90% | −3,069−30.4% | Reduced |
| DFPG Investments, LLC | 6,673 | $596.8K | 0.10% | +6,673 | New |
| Dynamic Advisor Solutions LLC | 7,024 | $597.1K | 0.04% | −28,364−80.2% | Reduced |
| Lokken Investment Group LLC | 7,047 | $599.1K | 0.47% | −38−0.5% | Reduced |
| Capital Investment Advisory Services, LLC | 7,055 | $599.8K | 0.07% | −150−2.1% | Reduced |
| Kovack Advisors, Inc. | 7,070 | $601.1K | 0.09% | −736−9.4% | Reduced |
| Hyman Charles D | 7,079 | $602.0K | 0.04% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 7,115 | $604.9K | 0.06% | −10,874−60.4% | Reduced |
| Mechanics Financial Corp | 7,121 | $605.0K | 0.36% | 00.0% | Unchanged |
| Viawealth, LLC | 6,928 | $607.1K | 0.50% | +6,928 | New |
| Northern Financial Advisors Inc | 7,144 | $607.4K | 0.69% | +7,144 | New |
| HM Payson & Co | 7,152 | $608.1K | 0.02% | +115+1.6% | Added |
| Aspire Private Capital, LLC | 7,164 | $609.1K | 0.22% | +267+3.9% | Added |
| Gryphon Financial Partners LLC | 7,194 | $611.7K | 0.15% | −1,567−17.9% | Reduced |
| Perpetual Investment Management Ltd | 7,200 | $612.1K | 0.07% | 00.0% | Unchanged |
| Robotti Robert | 7,215 | $613.4K | 0.12% | −2,000−21.7% | Reduced |
| Quilter Plc | 7,240 | $615.5K | 0.02% | −140−1.9% | Reduced |
| Capital Asset Advisory Services LLC | 7,284 | $619.3K | 0.05% | +3,396+87.3% | Added |
| Strategic Blueprint, LLC | 7,311 | $621.6K | 0.07% | −620−7.8% | Reduced |
| Renaissance Investment Group LLC | 7,340 | $624.0K | 0.19% | −550−7.0% | Reduced |