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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 9,483 | $806.2K | 0.06% | +99+1.1% | Added |
| Eagle Rock Investment Company, LLC | 9,000 | $804.9K | 0.19% | −1,000−10.0% | Reduced |
| Sage Rhino Capital LLC | 9,439 | $802.5K | 0.26% | +40+0.4% | Added |
| Stableford Capital II LLC | 9,109 | $798.3K | 0.43% | −136−1.5% | Reduced |
| Warther Private Wealth, LLC | 9,355 | $795.4K | 0.60% | −154−1.6% | Reduced |
| NWK Group, Inc. | 9,348 | $794.8K | 0.58% | +9,348 | New |
| StoneX Group Inc. | 9,316 | $792.1K | 0.09% | +772+9.0% | Added |
| Spire Wealth Management | 9,319 | $792.0K | 0.04% | +619+7.1% | Added |
| Ronald Blue Trust, Inc. | 9,930 | $784.0K | 0.01% | +5,048+103.4% | Added |
| W Advisors, LLC | 9,212 | $783.2K | 0.65% | −5−0.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 9,189 | $781.2K | 0.06% | +5,307+136.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 9,172 | $780.0K | 0.01% | −2,454−21.1% | Reduced |
| Legacy Bridge, LLC | 9,143 | $777.3K | 0.55% | +374+4.3% | Added |
| Edgestream Partners, L.P. | 9,139 | $777.0K | 0.09% | −30,044−76.7% | Reduced |
| Haverford Trust Co | 9,053 | $769.7K | 0.01% | +1,368+17.8% | Added |
| NewEdge Wealth, LLC | 9,020 | $766.9K | 0.03% | +1,383+18.1% | Added |
| Schechter Investment Advisors, LLC | 9,012 | $766.2K | 0.07% | +1,120+14.2% | Added |
| Alpha Cubed Investments, LLC | 8,986 | $764.0K | 0.06% | +8,986 | New |
| AFS Financial Group, LLC | 8,985 | $763.9K | 0.54% | +8,985 | New |
| Blueprint Investment Partners LLC | 8,985 | $763.9K | 0.16% | +5,275+142.2% | Added |
| Outlook Wealth Advisors, LLC | 8,964 | $762.2K | 0.36% | +13+0.1% | Added |
| Moneta Group Investment Advisors LLC | 7,742 | $753.5K | 0.02% | −713−8.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $750.0K | 0.09% | 00.0% | Unchanged |
| E&G Advisors, LP | 8,800 | $748.2K | 0.28% | −100−1.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,750 | $743.9K | 0.25% | +73+0.8% | Added |
| Davenport & Co LLC | 8,733 | $742.0K | 0.01% | −1,336−13.3% | Reduced |
| Waldron Private Wealth LLC | 9,245 | $730.0K | 0.05% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 8,550 | $726.9K | 1.12% | 00.0% | Unchanged |
| HWG Holdings LP | 8,543 | $726.0K | 0.47% | +8,517+32,757.7% | Added |
| Compton Wealth Advisory Group, LLC | 8,487 | $721.5K | 0.28% | −6,009−41.5% | Reduced |
| Corsair Capital Management, L.P. | 8,433 | $717.0K | 0.27% | −23−0.3% | Reduced |
| Diametric Capital, LP | 8,406 | $714.7K | 0.34% | −2,355−21.9% | Reduced |
| IHT Wealth Management, LLC | 8,402 | $714.4K | 0.05% | +77+0.9% | Added |
| Hills Bank & Trust Co | 8,389 | $714.0K | 0.11% | −732−8.0% | Reduced |
| Pendal Group Limited | 8,379 | $712.4K | 0.01% | +2,543+43.6% | Added |
| Bull Street Advisors, LLC | 8,379 | $712.0K | 0.37% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 8,359 | $710.7K | 0.08% | +62+0.7% | Added |
| Qtron Investments LLC | 8,355 | $710.3K | 0.15% | 00.0% | Unchanged |
| Cambridge Trust Co | 8,355 | $710.0K | 0.03% | −586−6.6% | Reduced |
| Bremer Bank National Association | 8,332 | $709.0K | 0.14% | +8,332 | New |
| Marino, Stram & Associates LLC | 8,284 | $704.3K | 0.22% | +194+2.4% | Added |
| Alera Investment Advisors, LLC | 8,276 | $703.6K | 0.17% | +4,123+99.3% | Added |
| TRUE Private Wealth Advisors | 8,256 | $701.9K | 0.11% | −10.0% | Reduced |
| McMillion Capital Management Inc | 8,246 | $701.1K | 0.63% | −590−6.7% | Reduced |
| Independent Investors Inc | 8,216 | $698.5K | 0.19% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 8,200 | $697.2K | 0.40% | +800+10.8% | Added |
| Lebenthal Global Advisors, LLC | 8,175 | $695.0K | 0.23% | −1,528−15.7% | Reduced |
| AIA Group Ltd | 8,174 | $695.0K | 0.04% | +8,174 | New |
| Welch & Forbes LLC | 8,116 | $690.0K | 0.01% | −203−2.4% | Reduced |
| Cutler Group LP | 8,120 | $690.0K | 0.08% | +2,451+43.2% | Added |
| Woodmont Investment Counsel LLC | 8,104 | $689.0K | 0.08% | 00.0% | Unchanged |
| Asset Management Corp | 8,042 | $683.7K | 0.57% | −497−5.8% | Reduced |
| Fort Point Capital Partners LLC | 8,021 | $681.9K | 0.12% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 8,011 | $681.1K | 0.18% | +213+2.7% | Added |
| Essex Financial Services, Inc. | 7,986 | $678.0K | 0.07% | −356−4.3% | Reduced |
| DF Dent & Co Inc | 7,953 | $676.2K | 0.01% | +3,628+83.9% | Added |
| Resurgent Financial Advisors LLC | 7,925 | $673.8K | 0.36% | +296+3.9% | Added |
| Riverwater Partners LLC | 7,907 | $672.3K | 0.57% | +4,607+139.6% | Added |
| Busey Wealth Management | 7,864 | $668.6K | 0.03% | +1,302+19.8% | Added |
| Meridian Investment Counsel Inc. | 7,856 | $668.0K | 0.27% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 3,709 | $666.0K | 0.98% | +3,709 | New |
| Berkshire Bank | 7,831 | $665.8K | 0.20% | +174+2.3% | Added |
| Cim Investment Mangement Inc | 7,828 | $665.5K | 0.26% | −209−2.6% | Reduced |
| Hilltop Holdings Inc. | 7,801 | $663.2K | 0.09% | +116+1.5% | Added |
| Great Valley Advisor Group, Inc. | 7,779 | $661.6K | 0.03% | +203+2.7% | Added |
| Burke & Herbert Bank & Trust Co | 7,769 | $661.0K | 0.49% | 00.0% | Unchanged |
| Leuthold Group, LLC | 7,764 | $660.1K | 0.09% | −58,450−88.3% | Reduced |
| Mint Tower Capital Management B.V. | 7,700 | $655.0K | 0.07% | +7,700 | New |
| Csenge Advisory Group | 7,673 | $652.4K | 0.05% | −385−4.8% | Reduced |
| Maltin Wealth Management, Inc. | 7,666 | $651.8K | 0.47% | −154−2.0% | Reduced |
| Royal Fund Management, LLC | 7,643 | $649.8K | 0.11% | +533+7.5% | Added |
| TD Private Client Wealth LLC | 7,638 | $649.4K | 0.03% | −381−4.8% | Reduced |
| Canton Hathaway, LLC | 7,627 | $648.0K | 0.23% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,614 | $647.0K | 0.34% | +245+3.3% | Added |
| Park Edge Advisors, LLC | 7,588 | $645.1K | 0.28% | +7,588 | New |
| HighTower Trust Services, LTA | 7,615 | $643.2K | 0.06% | +2,274+42.6% | Added |
| Sendero Wealth Management, LLC | 7,554 | $642.2K | 0.23% | −1,026−12.0% | Reduced |
| Auto-Owners Insurance Co | 7,500 | $637.6K | 0.02% | +7,500 | New |
| Shufro Rose & Co LLC | 7,495 | $637.2K | 0.05% | −17−0.2% | Reduced |
| Bank of Hawaii | 7,428 | $631.5K | 0.04% | −135−1.8% | Reduced |
| Fort Washington Investment Advisors Inc | 7,399 | $629.0K | 0.00% | −1,510−16.9% | Reduced |
| Renaissance Investment Group LLC | 7,340 | $624.0K | 0.19% | −550−7.0% | Reduced |
| Strategic Blueprint, LLC | 7,311 | $621.6K | 0.07% | −620−7.8% | Reduced |
| Capital Asset Advisory Services LLC | 7,284 | $619.3K | 0.05% | +3,396+87.3% | Added |
| Quilter Plc | 7,240 | $615.5K | 0.02% | −140−1.9% | Reduced |
| Robotti Robert | 7,215 | $613.4K | 0.12% | −2,000−21.7% | Reduced |
| Perpetual Investment Management Ltd | 7,200 | $612.1K | 0.07% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 7,194 | $611.7K | 0.15% | −1,567−17.9% | Reduced |
| Aspire Private Capital, LLC | 7,164 | $609.1K | 0.22% | +267+3.9% | Added |
| HM Payson & Co | 7,152 | $608.1K | 0.02% | +115+1.6% | Added |
| Northern Financial Advisors Inc | 7,144 | $607.4K | 0.69% | +7,144 | New |
| Viawealth, LLC | 6,928 | $607.1K | 0.50% | +6,928 | New |
| Mechanics Financial Corp | 7,121 | $605.0K | 0.36% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 7,115 | $604.9K | 0.06% | −10,874−60.4% | Reduced |
| Hyman Charles D | 7,079 | $602.0K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 7,070 | $601.1K | 0.09% | −736−9.4% | Reduced |
| Capital Investment Advisory Services, LLC | 7,055 | $599.8K | 0.07% | −150−2.1% | Reduced |
| Lokken Investment Group LLC | 7,047 | $599.1K | 0.47% | −38−0.5% | Reduced |
| Dynamic Advisor Solutions LLC | 7,024 | $597.1K | 0.04% | −28,364−80.2% | Reduced |
| DFPG Investments, LLC | 6,673 | $596.8K | 0.10% | +6,673 | New |