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 |
|---|---|---|---|---|---|
| Caerus Investment Advisors, LLC | 7,010 | $596.0K | 0.90% | −3,069−30.4% | Reduced |
| Miracle Mile Advisors, LLC | 7,004 | $595.5K | 0.02% | +377+5.7% | Added |
| RFG Advisory, LLC | 5,979 | $594.5K | 0.03% | +312+5.5% | Added |
| Circle Wealth Management, LLC | 6,972 | $592.8K | 0.09% | −2,070−22.9% | Reduced |
| EP Wealth Advisors, LLC | 6,964 | $592.1K | 0.01% | +6,964 | New |
| Hartford Funds Management Co LLC | 6,942 | $590.2K | 0.06% | +3,619+108.9% | Added |
| IFG Advisors, LLC | 6,932 | $589.4K | 0.26% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 6,922 | $588.5K | 0.75% | +16+0.2% | Added |
| TriaGen Wealth Management LLC | 6,868 | $583.9K | 0.32% | 00.0% | Unchanged |
| Somerville Kurt F | 6,840 | $581.5K | 0.11% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,750 | $573.9K | 0.03% | +21+0.3% | Added |
| David Loasby | 6,404 | $572.7K | 0.08% | +3,212+100.6% | Added |
| Prio Wealth Limited Partnership | 6,732 | $572.4K | 0.02% | −597−8.1% | Reduced |
| Sentry Investment Management LLC | 6,724 | $572.0K | 0.25% | −2,864−29.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,722 | $571.5K | 0.03% | +192+2.9% | Added |
| Insigneo Advisory Services, LLC | 6,715 | $571.0K | 0.22% | +6,715 | New |
| Ibex Wealth Advisors | 6,707 | $570.0K | 0.13% | +6,707 | New |
| Laidlaw Wealth Management LLC | 6,688 | $568.6K | 0.12% | +4+0.1% | Added |
| Lake Street Financial LLC | 6,657 | $566.0K | 0.12% | −1,841−21.7% | Reduced |
| Strategy Asset Managers LLC | 6,659 | $566.0K | 0.14% | −34−0.5% | Reduced |
| Harbor Advisors LLC | 6,608 | $561.8K | 0.14% | 00.0% | Unchanged |
| Graypoint LLC | 6,602 | $561.3K | 0.07% | +528+8.7% | Added |
| Arbor Investment Advisors, LLC | 6,569 | $558.5K | 0.11% | +1,098+20.1% | Added |
| Sunbelt Securities, Inc. | 6,565 | $558.2K | 0.11% | +500+8.2% | Added |
| Community Bank of Raymore | 6,540 | $556.0K | 0.20% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6,489 | $552.0K | 0.11% | +1,122+20.9% | Added |
| Cooper Financial Group | 6,488 | $551.6K | 0.17% | +491+8.2% | Added |
| Lee Danner & Bass Inc | 6,475 | $551.0K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 6,475 | $550.5K | 0.01% | +1,818+39.0% | Added |
| First National Advisers, LLC | 6,435 | $547.0K | 0.70% | +667+11.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,433 | $547.0K | 0.04% | +20.0% | Added |
| Visionary Wealth Advisors | 6,390 | $543.0K | 0.05% | −425−6.2% | Reduced |
| Mission Wealth Management, LP | 6,384 | $542.8K | 0.03% | +1,827+40.1% | Added |
| Sompo Asset Management Co., Ltd. | 6,380 | $542.4K | 0.12% | +50+0.8% | Added |
| Transatlantique Private Wealth LLC | 6,346 | $540.0K | 0.32% | +725+12.9% | Added |
| Brown Capital Management LLC | 6,350 | $539.9K | 0.01% | −105−1.6% | Reduced |
| Wharton Business Group, LLC | 6,329 | $538.0K | 0.03% | 00.0% | Unchanged |
| Pacitti Group Inc. | 6,322 | $537.5K | 0.42% | −217−3.3% | Reduced |
| Personal Cfo Solutions, LLC | 6,314 | $536.8K | 0.11% | −298−4.5% | Reduced |
| Gladstone Institutional Advisory LLC | 6,305 | $536.1K | 0.04% | −1,043−14.2% | Reduced |
| DRW Securities, LLC | 6,289 | $535.0K | 0.11% | +6,289 | New |
| Sippican Capital Advisors | 6,273 | $533.0K | 0.51% | +695+12.5% | Added |
| Geller Advisors LLC | 6,251 | $531.5K | 0.09% | +85+1.4% | Added |
| One River Asset Management, LLC | 6,235 | $530.8K | 0.36% | +6,235 | New |
| Chicago Wealth Management, Inc. | 6,243 | $530.8K | 0.46% | 00.0% | Unchanged |
| US Asset Management LLC | 6,231 | $530.0K | 0.57% | +6,231 | New |
| Strategic Wealth Partners, Ltd. | 6,232 | $529.8K | 0.10% | +1,014+19.4% | Added |
| Chapin Davis, Inc. | 6,214 | $528.3K | 0.31% | +6,214 | New |
| Zions Bancorporation, N.A. | 6,213 | $528.2K | 0.04% | +703+12.8% | Added |
| Americana Partners, LLC | 6,211 | $528.1K | 0.09% | +1,749+39.2% | Added |
| Castle Wealth Management LLC | 6,205 | $527.6K | 0.33% | +278+4.7% | Added |
| Cantor Fitzgerald, L. P. | 6,187 | $526.0K | 0.01% | +6,187 | New |
| Advisors Capital Management, LLC | 6,157 | $523.0K | 0.01% | −414−6.3% | Reduced |
| Peoples Financial Services Corp. | 6,146 | $522.5K | 0.24% | 00.0% | Unchanged |
| Rossmore Private Capital | 6,144 | $522.4K | 0.08% | +301+5.2% | Added |
| Kistler-Tiffany Companies, LLC | 6,143 | $522.3K | 0.11% | +424+7.4% | Added |
| Clifford Group, LLC | 6,102 | $518.8K | 0.65% | +6,102 | New |
| Unigestion Holding SA | 6,057 | $516.3K | 0.03% | +6,057 | New |
| Berger Financial Group, Inc | 6,044 | $513.8K | 0.07% | +10.0% | Added |
| Rosenblum Silverman Sutton S F Inc | 6,005 | $511.0K | 0.19% | −29−0.5% | Reduced |
| Adirondack Trust Co | 6,004 | $510.4K | 0.26% | +29+0.5% | Added |
| Red Lighthouse Investment Management, LLC | 5,950 | $505.9K | 0.26% | +5,950 | New |
| Heritage Wealth Advisors | 5,941 | $505.1K | 0.03% | −342−5.4% | Reduced |
| M Holdings Securities, Inc. | 5,944 | $505.0K | 0.05% | −128−2.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,936 | $504.7K | 0.05% | +12+0.2% | Added |
| First Interstate Bank | 5,928 | $504.0K | 0.04% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 5,923 | $503.6K | 0.02% | +250+4.4% | Added |
| First County Bank | 5,888 | $500.6K | 0.24% | +5,888 | New |
| Personal Capital Advisors Corp | 5,868 | $498.9K | 0.00% | −371−5.9% | Reduced |
| Smithfield Trust Co | 5,823 | $498.0K | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 5,849 | $497.3K | 0.02% | +488+9.1% | Added |
| Legacy Financial Advisors, Inc. | 5,846 | $497.0K | 0.11% | +1,176+25.2% | Added |
| Redhawk Wealth Advisors, Inc. | 5,843 | $496.8K | 0.19% | +1,970+50.9% | Added |
| Claro Advisors LLC | 5,842 | $496.7K | 0.16% | +348+6.3% | Added |
| Thomas White International Ltd | 5,820 | $494.8K | 0.11% | 00.0% | Unchanged |
| Insight 2811, Inc. | 5,815 | $494.0K | 0.31% | +41+0.7% | Added |
| Wealth Effects LLC | 5,804 | $493.4K | 0.28% | −7,499−56.4% | Reduced |
| Rehmann Capital Advisory Group | 5,778 | $491.3K | 0.05% | −409−6.6% | Reduced |
| Arete Wealth Advisors, LLC | 5,754 | $489.2K | 0.04% | −36−0.6% | Reduced |
| KLCM Advisors, Inc. | 5,747 | $488.6K | 0.10% | +1,100+23.7% | Added |
| Silvia McColl Wealth Management, LLC | 5,725 | $486.7K | 0.48% | +5,725 | New |
| Bartlett & Co. Wealth Management LLC | 5,721 | $486.4K | 0.01% | −14−0.2% | 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 |
| Curbstone Financial Management Corp | 5,682 | $483.0K | 0.12% | −480−7.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,646 | $480.0K | 0.00% | −1,926−25.4% | Reduced |
| Lavaca Capital LLC | 5,642 | $479.3K | 0.19% | −485−7.9% | Reduced |
| Prelude Capital Management, LLC | 5,635 | $479.1K | 0.03% | +124+2.3% | Added |
| Financial Advisors, LLC | 5,590 | $475.3K | 0.13% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 5,587 | $475.0K | 0.05% | −378−6.3% | Reduced |
| Parkside Financial Bank & Trust | 5,583 | $474.7K | 0.14% | +279+5.3% | Added |
| Trust Co of Toledo NA | 5,570 | $474.0K | 0.09% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 5,566 | $473.2K | 0.37% | −578−9.4% | Reduced |
| LS Investment Advisors, LLC | 5,550 | $471.9K | 0.09% | 00.0% | Unchanged |
| Carlson Capital Management | 5,516 | $469.0K | 0.03% | −284−4.9% | Reduced |
| CMT Capital Markets Trading GmbH | 5,500 | $468.0K | 0.26% | +5,500 | New |
| Regal Investment Advisors LLC | 5,460 | $464.2K | 0.04% | −108−1.9% | 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 |