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 |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 7,399 | $629.0K | 0.00% | −1,510−16.9% | Reduced |
| Bank of Hawaii | 7,428 | $631.5K | 0.04% | −135−1.8% | Reduced |
| Shufro Rose & Co LLC | 7,495 | $637.2K | 0.05% | −17−0.2% | Reduced |
| Auto-Owners Insurance Co | 7,500 | $637.6K | 0.02% | +7,500 | New |
| Sendero Wealth Management, LLC | 7,554 | $642.2K | 0.23% | −1,026−12.0% | Reduced |
| HighTower Trust Services, LTA | 7,615 | $643.2K | 0.06% | +2,274+42.6% | Added |
| Park Edge Advisors, LLC | 7,588 | $645.1K | 0.28% | +7,588 | New |
| West Oak Capital, LLC | 7,614 | $647.0K | 0.34% | +245+3.3% | Added |
| Canton Hathaway, LLC | 7,627 | $648.0K | 0.23% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,638 | $649.4K | 0.03% | −381−4.8% | Reduced |
| Royal Fund Management, LLC | 7,643 | $649.8K | 0.11% | +533+7.5% | Added |
| Maltin Wealth Management, Inc. | 7,666 | $651.8K | 0.47% | −154−2.0% | Reduced |
| Csenge Advisory Group | 7,673 | $652.4K | 0.05% | −385−4.8% | Reduced |
| Mint Tower Capital Management B.V. | 7,700 | $655.0K | 0.07% | +7,700 | New |
| Leuthold Group, LLC | 7,764 | $660.1K | 0.09% | −58,450−88.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,769 | $661.0K | 0.49% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 7,779 | $661.6K | 0.03% | +203+2.7% | Added |
| Hilltop Holdings Inc. | 7,801 | $663.2K | 0.09% | +116+1.5% | Added |
| Cim Investment Mangement Inc | 7,828 | $665.5K | 0.26% | −209−2.6% | Reduced |
| Berkshire Bank | 7,831 | $665.8K | 0.20% | +174+2.3% | Added |
| Johnson & White Wealth Management, LLC | 3,709 | $666.0K | 0.98% | +3,709 | New |
| Meridian Investment Counsel Inc. | 7,856 | $668.0K | 0.27% | 00.0% | Unchanged |
| Busey Wealth Management | 7,864 | $668.6K | 0.03% | +1,302+19.8% | Added |
| Riverwater Partners LLC | 7,907 | $672.3K | 0.57% | +4,607+139.6% | Added |
| Resurgent Financial Advisors LLC | 7,925 | $673.8K | 0.36% | +296+3.9% | Added |
| DF Dent & Co Inc | 7,953 | $676.2K | 0.01% | +3,628+83.9% | Added |
| Essex Financial Services, Inc. | 7,986 | $678.0K | 0.07% | −356−4.3% | Reduced |
| Private Portfolio Partners LLC | 8,011 | $681.1K | 0.18% | +213+2.7% | Added |
| Fort Point Capital Partners LLC | 8,021 | $681.9K | 0.12% | 00.0% | Unchanged |
| Asset Management Corp | 8,042 | $683.7K | 0.57% | −497−5.8% | Reduced |
| Woodmont Investment Counsel LLC | 8,104 | $689.0K | 0.08% | 00.0% | Unchanged |
| Cutler Group LP | 8,120 | $690.0K | 0.08% | +2,451+43.2% | Added |
| Welch & Forbes LLC | 8,116 | $690.0K | 0.01% | −203−2.4% | Reduced |
| AIA Group Ltd | 8,174 | $695.0K | 0.04% | +8,174 | New |
| Lebenthal Global Advisors, LLC | 8,175 | $695.0K | 0.23% | −1,528−15.7% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,200 | $697.2K | 0.40% | +800+10.8% | Added |
| Independent Investors Inc | 8,216 | $698.5K | 0.19% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 8,246 | $701.1K | 0.63% | −590−6.7% | Reduced |
| TRUE Private Wealth Advisors | 8,256 | $701.9K | 0.11% | −10.0% | Reduced |
| Alera Investment Advisors, LLC | 8,276 | $703.6K | 0.17% | +4,123+99.3% | Added |
| Marino, Stram & Associates LLC | 8,284 | $704.3K | 0.22% | +194+2.4% | Added |
| Bremer Bank National Association | 8,332 | $709.0K | 0.14% | +8,332 | New |
| Cambridge Trust Co | 8,355 | $710.0K | 0.03% | −586−6.6% | Reduced |
| Qtron Investments LLC | 8,355 | $710.3K | 0.15% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 8,359 | $710.7K | 0.08% | +62+0.7% | Added |
| Bull Street Advisors, LLC | 8,379 | $712.0K | 0.37% | 00.0% | Unchanged |
| Pendal Group Limited | 8,379 | $712.4K | 0.01% | +2,543+43.6% | Added |
| Hills Bank & Trust Co | 8,389 | $714.0K | 0.11% | −732−8.0% | Reduced |
| IHT Wealth Management, LLC | 8,402 | $714.4K | 0.05% | +77+0.9% | Added |
| Diametric Capital, LP | 8,406 | $714.7K | 0.34% | −2,355−21.9% | Reduced |
| Corsair Capital Management, L.P. | 8,433 | $717.0K | 0.27% | −23−0.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,487 | $721.5K | 0.28% | −6,009−41.5% | Reduced |
| HWG Holdings LP | 8,543 | $726.0K | 0.47% | +8,517+32,757.7% | Added |
| New Vernon Investment Management LLC | 8,550 | $726.9K | 1.12% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 9,245 | $730.0K | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 8,733 | $742.0K | 0.01% | −1,336−13.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,750 | $743.9K | 0.25% | +73+0.8% | Added |
| E&G Advisors, LP | 8,800 | $748.2K | 0.28% | −100−1.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $750.0K | 0.09% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 7,742 | $753.5K | 0.02% | −713−8.4% | Reduced |
| Outlook Wealth Advisors, LLC | 8,964 | $762.2K | 0.36% | +13+0.1% | Added |
| Blueprint Investment Partners LLC | 8,985 | $763.9K | 0.16% | +5,275+142.2% | Added |
| AFS Financial Group, LLC | 8,985 | $763.9K | 0.54% | +8,985 | New |
| Alpha Cubed Investments, LLC | 8,986 | $764.0K | 0.06% | +8,986 | New |
| Schechter Investment Advisors, LLC | 9,012 | $766.2K | 0.07% | +1,120+14.2% | Added |
| NewEdge Wealth, LLC | 9,020 | $766.9K | 0.03% | +1,383+18.1% | Added |
| Haverford Trust Co | 9,053 | $769.7K | 0.01% | +1,368+17.8% | Added |
| Edgestream Partners, L.P. | 9,139 | $777.0K | 0.09% | −30,044−76.7% | Reduced |
| Legacy Bridge, LLC | 9,143 | $777.3K | 0.55% | +374+4.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 9,172 | $780.0K | 0.01% | −2,454−21.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 9,189 | $781.2K | 0.06% | +5,307+136.7% | Added |
| W Advisors, LLC | 9,212 | $783.2K | 0.65% | −5−0.1% | Reduced |
| Ronald Blue Trust, Inc. | 9,930 | $784.0K | 0.01% | +5,048+103.4% | Added |
| Spire Wealth Management | 9,319 | $792.0K | 0.04% | +619+7.1% | Added |
| StoneX Group Inc. | 9,316 | $792.1K | 0.09% | +772+9.0% | Added |
| NWK Group, Inc. | 9,348 | $794.8K | 0.58% | +9,348 | New |
| Warther Private Wealth, LLC | 9,355 | $795.4K | 0.60% | −154−1.6% | Reduced |
| Stableford Capital II LLC | 9,109 | $798.3K | 0.43% | −136−1.5% | Reduced |
| Sage Rhino Capital LLC | 9,439 | $802.5K | 0.26% | +40+0.4% | Added |
| Eagle Rock Investment Company, LLC | 9,000 | $804.9K | 0.19% | −1,000−10.0% | Reduced |
| Trust Co of Vermont | 9,483 | $806.2K | 0.06% | +99+1.1% | Added |
| Pennsylvania Capital Management Inc | 9,103 | $814.1K | 0.43% | −756−7.7% | Reduced |
| AdvisorNet Financial, Inc | 9,586 | $815.0K | 0.08% | −9,420−49.6% | Reduced |
| Magnus Financial Group LLC | 9,597 | $815.9K | 0.13% | +366+4.0% | Added |
| Parcion Private Wealth LLC | 9,638 | $819.4K | 0.09% | +100+1.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 9,076 | $821.6K | 0.50% | +148+1.7% | Added |
| Qsemble Capital Management, LP | 9,700 | $824.7K | 0.57% | +9,700 | New |
| Garner Asset Management Corp | 9,745 | $829.0K | 0.41% | +462+5.0% | Added |
| Brookstone Capital Management | 9,476 | $829.8K | 0.02% | −92−1.0% | Reduced |
| Avidian Wealth Solutions, LLC | 9,760 | $829.8K | 0.05% | +3,751+62.4% | Added |
| Private Trust Co NA | 9,759 | $830.0K | 0.12% | −196−2.0% | Reduced |
| Asset Dedication, LLC | 9,768 | $830.0K | 0.08% | +480+5.2% | Added |
| Brighton Jones LLC | 9,790 | $832.3K | 0.05% | −1,504−13.3% | Reduced |
| Silvercrest Asset Management Group LLC | 9,879 | $839.9K | 0.01% | +317+3.3% | Added |
| Mutual Advisors, LLC | 9,911 | $842.6K | 0.04% | +1,141+13.0% | Added |
| Hodges Capital Management Inc. | 9,911 | $843.0K | 0.07% | +9,911 | New |
| Mork Capital Management, LLC | 9,930 | $844.2K | 0.65% | +9,930 | New |
| First Horizon Advisors, Inc. | 9,933 | $844.5K | 0.03% | −1,170−10.5% | Reduced |
| Wedmont Private Capital | 9,650 | $845.0K | 0.13% | +1,703+21.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,948 | $845.8K | 0.29% | +143+1.5% | Added |