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 |
|---|---|---|---|---|---|
| Parsons Capital Management Inc | 9,976 | $848.2K | 0.07% | +650+7.0% | Added |
| Zeke Capital Advisors, LLC | 9,992 | $849.5K | 0.06% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 9,997 | $850.0K | 0.02% | +99+1.0% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $850.2K | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 10,003 | $852.7K | 0.11% | −43−0.4% | Reduced |
| Calamos Wealth Management LLC | 10,031 | $852.8K | 0.07% | −77−0.8% | Reduced |
| Twin Capital Management Inc | 10,081 | $857.0K | 0.11% | +1,119+12.5% | Added |
| Retirement Planning Co of New England, Inc. | 10,136 | $861.8K | 0.56% | +13+0.1% | Added |
| Relyea Zuckerberg Hanson LLC | 10,238 | $870.4K | 0.25% | −13−0.1% | Reduced |
| Proficio Capital Partners LLC | 10,247 | $871.2K | 0.16% | +1,495+17.1% | Added |
| Alpha DNA Investment Management LLC | 10,294 | $875.2K | 0.46% | +2,524+32.5% | Added |
| Venturi Wealth Management, LLC | 10,386 | $883.1K | 0.08% | −59−0.6% | Reduced |
| IFP Advisors, Inc | 16,674 | $890.0K | 0.03% | +252+1.5% | Added |
| Vanguard Capital Wealth Advisors | 10,632 | $903.9K | 1.05% | −190−1.8% | Reduced |
| Diversified Trust Co | 10,638 | $904.0K | 0.04% | +664+6.7% | Added |
| Childress Capital Advisors, LLC | 10,692 | $909.0K | 0.30% | −349−3.2% | Reduced |
| Pallas Capital Advisors LLC | 9,473 | $911.7K | 0.09% | −602−6.0% | Reduced |
| Verdence Capital Advisors LLC | 10,776 | $916.2K | 0.11% | +2,529+30.7% | Added |
| Baker Tilly Wealth Management, LLC | 10,781 | $916.6K | 0.11% | −127−1.2% | Reduced |
| Washington Trust Co | 10,783 | $916.8K | 0.04% | +600+5.9% | Added |
| Atlas Private Wealth Advisors | 10,818 | $919.8K | 0.49% | −68−0.6% | Reduced |
| McDonald Partners LLC | 10,832 | $920.9K | 0.31% | −35−0.3% | Reduced |
| Marex Group plc | 10,854 | $922.9K | 0.13% | +10,854 | New |
| AMG National Trust Bank | 10,938 | $930.0K | 0.03% | −557−4.8% | Reduced |
| EverSource Wealth Advisors, LLC | 11,035 | $938.2K | 0.14% | −5,163−31.9% | Reduced |
| Allworth Financial LP | 11,124 | $945.7K | 0.01% | −374−3.3% | Reduced |
| NCM Capital Management, LLC | 11,195 | $952.0K | 0.63% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 11,236 | $955.3K | 0.15% | +756+7.2% | Added |
| GFG Capital, LLC | 11,313 | $961.8K | 0.22% | +41+0.4% | Added |
| Ar Asset Management Inc | 11,400 | $969.0K | 0.28% | 00.0% | Unchanged |
| Old National Bancorp | 11,411 | $970.0K | 0.03% | +371+3.4% | Added |
| HBK Sorce Advisory LLC | 11,424 | $971.0K | 0.03% | +5,467+91.8% | Added |
| Lansing Street Advisors | 11,425 | $971.4K | 0.67% | +115+1.0% | Added |
| Amica Retiree Medical Trust | 11,454 | $974.0K | 1.25% | −509−4.3% | Reduced |
| Mather Group, LLC. | 11,496 | $977.4K | 0.02% | +793+7.4% | Added |
| Triangle Securities Wealth Management | 11,510 | $978.6K | 0.36% | −540−4.5% | Reduced |
| Cape Ann Savings Bank | 11,511 | $978.7K | 0.72% | −85−0.7% | Reduced |
| Central Bank & Trust Co | 11,628 | $988.6K | 0.19% | −4,278−26.9% | Reduced |
| Northeast Financial Consultants Inc | 11,645 | $990.0K | 0.07% | −10,322−47.0% | Reduced |
| Pacific Global Investment Management CO | 11,645 | $990.1K | 0.22% | +34+0.3% | Added |
| Northwest & Ethical Investments L.P. | 11,651 | $990.6K | 0.03% | −1,068−8.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,659 | $991.3K | 0.11% | −88−0.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,681 | $993.1K | 0.15% | −28,239−70.7% | Reduced |
| Good Life Advisors, LLC | 11,730 | $997.4K | 0.14% | −276−2.3% | Reduced |
| Berkeley Capital Partners, LLC | 11,753 | $999.2K | 0.39% | +441+3.9% | Added |
| Kesler, Norman & Wride, LLC | 11,790 | $1.00M | 0.26% | −426−3.5% | Reduced |
| Harbor Investment Advisory, LLC | 11,818 | $1.00M | 0.16% | −2,097−15.1% | Reduced |
| J.W. Cole Advisors, Inc. | 11,830 | $1.01M | 0.08% | +386+3.4% | Added |
| Berkshire Asset Management LLC | 11,876 | $1.01M | 0.06% | +73+0.6% | Added |
| Financial Advisory Service, Inc. | 11,928 | $1.01M | 0.11% | +1,863+18.5% | Added |
| Pekin Hardy Strauss, Inc. | 11,942 | $1.02M | 0.16% | +400+3.5% | Added |
| Delta Asset Management LLC | 11,952 | $1.02M | 0.11% | −64−0.5% | Reduced |
| Wealthcare Advisory Partners LLC | 11,967 | $1.02M | 0.05% | +474+4.1% | Added |
| WCG Wealth Advisors LLC | 11,985 | $1.02M | 0.14% | +885+8.0% | Added |
| Buckley Wealth Management, LLC | 11,993 | $1.02M | 0.37% | +89+0.7% | Added |
| Transamerica Financial Advisors, Inc. | 12,017 | $1.02M | 0.15% | +12,017 | New |
| Quent Capital, LLC | 12,060 | $1.03M | 0.19% | +563+4.9% | Added |
| Gofen & Glossberg LLC | 12,097 | $1.03M | 0.03% | +2,440+25.3% | Added |
| Salem Investment Counselors Inc | 12,142 | $1.03M | 0.04% | −334−2.7% | Reduced |
| Abbrea Capital, LLC | 12,198 | $1.04M | 0.19% | −1,459−10.7% | Reduced |
| Gotham Asset Management, LLC | 12,243 | $1.04M | 0.03% | +1,965+19.1% | Added |
| Donald L. Hagan, LLC | 12,249 | $1.04M | 0.66% | +489+4.2% | Added |
| Viewpoint Capital Management LLC | 12,285 | $1.04M | 1.01% | −50−0.4% | Reduced |
| Lake Street Advisors Group, LLC | 12,304 | $1.05M | 0.07% | −958−7.2% | Reduced |
| Ashburton (Jersey) Ltd | 12,408 | $1.05M | 0.59% | −2,414−16.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 12,445 | $1.06M | 0.13% | +12,445 | New |
| Bard Financial Services, Inc. | 12,495 | $1.06M | 0.09% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 12,561 | $1.07M | 0.12% | −27−0.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.07M | 0.44% | 00.0% | Unchanged |
| First National Trust Co | 12,625 | $1.07M | 0.06% | −163−1.3% | Reduced |
| Affinity Investment Advisors, LLC | 12,653 | $1.08M | 0.49% | 00.0% | Unchanged |
| Seeyond | 12,707 | $1.08M | 0.10% | +4,758+59.9% | Added |
| FourThought Financial Partners, LLC | 12,771 | $1.09M | 0.16% | +12,771 | New |
| TLWM | 12,854 | $1.09M | 0.40% | +5,322+70.7% | Added |
| Columbia Trust Co 01012016 | 12,931 | $1.10M | 0.61% | −914−6.6% | Reduced |
| Wintrust Investments LLC | 12,996 | $1.10M | 0.14% | +181+1.4% | Added |
| Fulton Bank, N.A. | 13,021 | $1.11M | 0.06% | +459+3.7% | Added |
| Sawtooth Solutions, LLC | 13,021 | $1.11M | 0.15% | +1,153+9.7% | Added |
| Citizens Financial Group Inc | 13,074 | $1.11M | 0.04% | −53−0.4% | Reduced |
| Cetera Advisors LLC | 13,891 | $1.12M | 0.02% | +4,865+53.9% | Added |
| Summit Financial, LLC | 13,175 | $1.12M | 0.11% | +4,425+50.6% | Added |
| Moors & Cabot, Inc. | 13,222 | $1.12M | 0.08% | −3,299−20.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 13,269 | $1.12M | 0.11% | +542+4.3% | Added |
| Valeo Financial Advisors, LLC | 13,235 | $1.13M | 0.06% | +4,271+47.6% | Added |
| Excalibur Management Corp | 13,416 | $1.14M | 0.60% | −65−0.5% | Reduced |
| Systematic Financial Management LP | 13,500 | $1.15M | 0.04% | 00.0% | Unchanged |
| Howland Capital Management LLC | 13,527 | $1.15M | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 13,593 | $1.16M | 0.02% | +839+6.6% | Added |
| Waterfront Wealth Inc. | 11,935 | $1.16M | 0.40% | −648−5.1% | Reduced |
| Investors Research Corp | 13,666 | $1.16M | 0.31% | +250+1.9% | Added |
| Belpointe Asset Management LLC | 13,668 | $1.16M | 0.07% | −6,392−31.9% | Reduced |
| Strategic Investment Advisors | 13,796 | $1.17M | 0.24% | +288+2.1% | Added |
| SYSTM Wealth Solutions LLC | 13,868 | $1.18M | 0.15% | +13,868 | New |
| Boston Partners | 13,890 | $1.18M | 0.00% | +322+2.4% | Added |
| S&CO Inc | 13,915 | $1.18M | 0.10% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13,976 | $1.19M | 0.02% | +4,101+41.5% | Added |
| Salzhauer Michael | 14,180 | $1.21M | 0.73% | +7,040+98.6% | Added |
| New England Research & Management, Inc. | 14,242 | $1.21M | 0.70% | +4,300+43.3% | Added |
| Mach-1 Financial Group, Inc. | 14,291 | $1.21M | 0.57% | +9,594+204.3% | Added |
| Ironwood Investment Counsel, LLC | 14,333 | $1.22M | 0.30% | +175+1.2% | Added |