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 |
|---|---|---|---|---|---|
| BKD Wealth Advisors, LLC | 5,391 | $458.3K | 0.02% | −40−0.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,390 | $458.2K | 0.10% | −78−1.4% | Reduced |
| Jackson Square Capital, LLC | 5,352 | $455.0K | 0.21% | +185+3.6% | Added |
| Evoke Wealth, LLC | 5,348 | $454.7K | 0.02% | −61−1.1% | Reduced |
| GraniteShares Advisors LLC | 5,347 | $454.6K | 0.38% | +5,347 | New |
| BSW Wealth Partners | 5,337 | $454.0K | 0.10% | −838−13.6% | Reduced |
| Ameritas Advisory Services, LLC | 5,301 | $450.7K | 0.02% | +96+1.8% | Added |
| Cable Hill Partners, LLC | 5,270 | $448.1K | 0.08% | +1,035+24.4% | Added |
| Alpha Paradigm Partners, LLC | 5,259 | $447.0K | 0.18% | +4,984+1,812.4% | Added |
| Kingsview Wealth Management, LLC | 5,252 | $446.5K | 0.02% | −117−2.2% | Reduced |
| North Star Investment Management Corp. | 5,206 | $442.6K | 0.04% | +54+1.0% | Added |
| Hamilton Capital, LLC | 5,169 | $439.4K | 0.03% | +1,381+36.5% | Added |
| Aaron Wealth Advisors | 5,161 | $438.8K | 0.06% | +952+22.6% | Added |
| Ausdal Financial Partners, Inc. | 5,153 | $438.1K | 0.06% | −92−1.8% | Reduced |
| Clear Harbor Asset Management, LLC | 5,141 | $437.1K | 0.05% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,131 | $436.2K | 0.12% | −321−5.9% | Reduced |
| Exencial Wealth Advisors, LLC | 5,095 | $433.2K | 0.02% | +72+1.4% | Added |
| Strategic Financial Services, Inc, | 5,082 | $432.1K | 0.03% | −173−3.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 5,079 | $432.0K | 0.04% | −306−5.7% | Reduced |
| Vivaldi Capital Management, LLC | 4,881 | $427.8K | 0.11% | +35+0.7% | Added |
| CVA Family Office, LLC | 5,024 | $427.1K | 0.10% | −154−3.0% | Reduced |
| Integris Wealth Management, LLC | 5,019 | $426.7K | 0.17% | +5,019 | New |
| Robertson Stephens Wealth Management, LLC | 5,000 | $425.2K | 0.04% | −49−1.0% | Reduced |
| Davis R M Inc | 4,982 | $424.0K | 0.01% | +895+21.9% | Added |
| X-Square Capital, LLC | 4,938 | $420.0K | 0.24% | +10.0% | Added |
| Cookson Peirce & Co Inc | 4,923 | $419.0K | 0.03% | −1,319−21.1% | Reduced |
| Wealth Alliance | 4,906 | $417.1K | 0.07% | −4−0.1% | Reduced |
| Tanager Wealth Management LLP | 4,903 | $416.9K | 0.11% | +4,903 | New |
| Rothschild Investment Corp | 4,866 | $414.0K | 0.04% | +15+0.3% | Added |
| Tiemann Investment Advisors, LLC | 4,851 | $412.4K | 0.24% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,440 | $412.0K | 0.10% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 4,835 | $411.1K | 0.03% | 00.0% | Unchanged |
| Executive Wealth Group LLC | 4,832 | $410.8K | 0.31% | +41+0.9% | Added |
| Meeder Asset Management Inc | 4,826 | $410.3K | 0.04% | −21,562−81.7% | Reduced |
| Wealthsource Partners, LLC | 4,826 | $410.3K | 0.03% | +784+19.4% | Added |
| Arista Wealth Management, LLC | 4,815 | $409.4K | 0.26% | +4,815 | New |
| Mosaic Family Wealth Partners, LLC | 4,800 | $408.1K | 0.12% | +4,800 | New |
| Main Street Financial Solutions, LLC | 4,785 | $407.9K | 0.06% | +665+16.1% | Added |
| Omnia Family Wealth, LLC | 4,794 | $407.6K | 0.33% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,370 | $407.5K | 0.04% | +4,370 | New |
| Ledyard National Bank | 4,784 | $406.7K | 0.05% | 00.0% | Unchanged |
| Peoples Bank | 4,765 | $405.1K | 0.26% | −55−1.1% | Reduced |
| Roundview Capital LLC | 4,759 | $404.6K | 0.05% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4,736 | $402.7K | 0.11% | −1,199−20.2% | Reduced |
| Mirova | 4,735 | $402.6K | 0.06% | −185−3.8% | Reduced |
| LVZ Advisors, Inc. | 4,732 | $402.3K | 0.06% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 4,728 | $402.0K | 0.03% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 4,717 | $401.0K | 0.00% | −1,808−27.7% | Reduced |
| West Family Investments, Inc. | 4,677 | $397.6K | 0.14% | −77−1.6% | Reduced |
| Herold Advisors, Inc. | 4,640 | $394.5K | 0.17% | +702+17.8% | Added |
| Curi Capital | 4,624 | $393.1K | 0.06% | −2,487−35.0% | Reduced |
| Beta Wealth Group, Inc. | 4,600 | $391.1K | 0.26% | +300+7.0% | Added |
| First Dallas Securities Inc. | 4,600 | $391.0K | 0.24% | +4,600 | New |
| American National Bank | 4,582 | $390.0K | 0.08% | +20+0.4% | Added |
| STAR Financial Bank | 4,564 | $388.0K | 0.38% | +4,564 | New |
| Hartline Investment Corp | 4,544 | $386.3K | 0.09% | +4,544 | New |
| DT Investment Partners, LLC | 4,536 | $385.7K | 0.05% | −255−5.3% | Reduced |
| Hudock, Inc. | 4,531 | $385.3K | 0.13% | −455−9.1% | Reduced |
| Perritt Capital Management Inc | 4,530 | $385.1K | 0.22% | −33−0.7% | Reduced |
| King Wealth | 4,527 | $385.0K | 0.09% | +236+5.5% | Added |
| Jump Financial, LLC | 4,503 | $382.8K | 0.02% | +4,503 | New |
| ASB Consultores, LLC | 4,496 | $382.3K | 0.16% | +4,496 | New |
| V Wealth Advisors LLC | 4,491 | $381.8K | 0.08% | −383−7.9% | Reduced |
| Change Path, LLC | 4,463 | $379.0K | 0.02% | −10.0% | Reduced |
| Baron Wealth Management LLC | 4,456 | $378.9K | 0.29% | +4,456 | New |
| Sargent Bickham Lagudis LLC | 4,450 | $378.4K | 0.03% | +1,664+59.7% | Added |
| Skba Capital Management LLC | 4,450 | $378.3K | 0.07% | 00.0% | Unchanged |
| Alpha Family Trust | 4,405 | $374.5K | 0.34% | +1,820+70.4% | Added |
| Freestone Capital Holdings, LLC | 4,404 | $374.4K | 0.02% | +63+1.5% | Added |
| Summit Trail Advisors, LLC | 4,400 | $374.1K | 0.02% | −1,261−22.3% | Reduced |
| Aj Wealth Strategies, LLC | 4,400 | $374.0K | 0.02% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 4,395 | $373.7K | 0.09% | +3+0.1% | Added |
| Lindbrook Capital, LLC | 4,391 | $373.3K | 0.05% | −391−8.2% | Reduced |
| Marcum Wealth, LLC | 4,390 | $373.2K | 0.05% | −207−4.5% | Reduced |
| Global Retirement Partners, LLC | 4,390 | $373.2K | 0.03% | +651+17.4% | Added |
| Pinnacle Bancorp, Inc. | 4,380 | $372.0K | 0.14% | +172+4.1% | Added |
| CBOE Vest Financial, LLC | 4,368 | $371.4K | 0.06% | +4,368 | New |
| Integrated Investment Consultants, LLC | 4,347 | $369.6K | 0.12% | +255+6.2% | Added |
| Eads & Heald Wealth Management | 4,313 | $367.0K | 0.19% | +120+2.9% | Added |
| Eastern Bank | 4,316 | $366.9K | 0.02% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 4,306 | $366.0K | 0.02% | +4,306 | New |
| Granger Management LLC | 4,292 | $364.9K | 0.16% | −74−1.7% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 4,255 | $361.8K | 0.20% | +24+0.6% | Added |
| TD Ameritrade Investment Management, LLC | 4,230 | $360.0K | 0.00% | −1,778−29.6% | Reduced |
| Waddell & Associates, LLC | 4,234 | $360.0K | 0.06% | +4,234 | New |
| First Citizens Financial Corp | 4,208 | $358.0K | 0.31% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,200 | $357.0K | 0.04% | −100−2.3% | Reduced |
| Destination Wealth Management | 4,188 | $356.1K | 0.01% | +98+2.4% | Added |
| Addison Advisors LLC | 4,188 | $356.1K | 0.21% | +141+3.5% | Added |
| Frisch Financial Group, Inc. | 4,190 | $356.0K | 0.13% | +29+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,184 | $355.7K | 0.06% | +100+2.4% | Added |
| Shepherd Financial Partners LLC | 4,178 | $355.2K | 0.06% | +76+1.9% | Added |
| Poplar Forest Capital LLC | 4,161 | $353.8K | 0.04% | +4,161 | New |
| Measured Wealth Private Client Group, LLC | 4,137 | $351.7K | 0.14% | −71−1.7% | Reduced |
| Alliance Wealth Advisors, LLC | 4,133 | $351.4K | 0.29% | −130−3.0% | Reduced |
| Grandfield & Dodd, LLC | 4,128 | $351.0K | 0.03% | −40−1.0% | Reduced |
| Money Concepts Capital Corp | 4,127 | $350.9K | 0.02% | +3,324+413.9% | Added |
| Willner & Heller, LLC | 4,126 | $350.8K | 0.50% | +208+5.3% | Added |
| Keeley-Teton Advisors, LLC | 4,117 | $350.0K | 0.04% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 4,101 | $348.7K | 0.20% | +35+0.9% | Added |