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 |
|---|---|---|---|---|---|
| Allred Capital Management, LLC | 4,086 | $347.4K | 0.19% | +18+0.4% | Added |
| CFM Wealth Partners LLC | 4,078 | $346.7K | 0.10% | +4,078 | New |
| Farmers National Bank | 4,073 | $346.3K | 0.12% | +20+0.5% | Added |
| Cutter & CO Brokerage, Inc. | 4,070 | $346.1K | 0.12% | −374−8.4% | Reduced |
| Avantax Planning Partners, Inc. | 4,058 | $345.0K | 0.01% | −589−12.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 4,043 | $343.7K | 0.10% | +979+32.0% | Added |
| Fortem Financial Group, LLC | 4,042 | $343.7K | 0.20% | +50+1.3% | Added |
| Carnegie Capital Asset Management, LLC | 4,037 | $343.2K | 0.01% | +661+19.6% | Added |
| Breakwater Capital Group | 4,030 | $342.6K | 0.18% | +4,030 | New |
| Westover Capital Advisors, LLC | 4,000 | $340.1K | 0.13% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 4,000 | $340.1K | 0.17% | +86+2.2% | Added |
| Kaizen Financial Strategies | 3,704 | $339.5K | 0.34% | −284−7.1% | Reduced |
| BLB&B Advisors, LLC | 3,976 | $338.0K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,963 | $336.9K | 0.05% | −1,808−31.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,946 | $335.0K | 0.02% | +486+14.0% | Added |
| Platte River Wealth Advisors, LLC | 3,930 | $334.1K | 0.14% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,914 | $332.8K | 0.09% | +109+2.9% | Added |
| Richard W. Paul & Associates, LLC | 3,914 | $332.7K | 0.17% | +3,914 | New |
| Stelac Advisory Services LLC | 3,911 | $332.5K | 0.15% | −276−6.6% | Reduced |
| Davidson Investment Advisors | 3,909 | $332.3K | 0.03% | −524−11.8% | Reduced |
| Altus Wealth Group LLC | 3,897 | $331.3K | 0.25% | −21−0.5% | Reduced |
| Quarry LP | 3,876 | $329.5K | 0.36% | +3,876 | New |
| Eqis Capital Management, Inc. | 3,873 | $329.3K | 0.04% | −622−13.8% | Reduced |
| Boenning & Scattergood, Inc. | 3,768 | $329.0K | 0.05% | −1,339−26.2% | Reduced |
| AXS Investments LLC | 3,868 | $328.9K | 0.12% | −1,170−23.2% | Reduced |
| Park National Corp | 3,867 | $328.8K | 0.01% | +66+1.7% | Added |
| Amplius Wealth Advisors, LLC | 3,866 | $328.7K | 0.05% | +15+0.4% | Added |
| BBR Partners, LLC | 3,860 | $328.2K | 0.04% | +58+1.5% | Added |
| Hoylecohen, LLC | 3,859 | $328.1K | 0.03% | +258+7.2% | Added |
| MCF Advisors LLC | 3,858 | $328.0K | 0.03% | −10−0.3% | Reduced |
| Bridgefront Capital, LLC | 3,852 | $327.5K | 0.23% | +3,852 | New |
| Wagner Wealth Management, LLC | 3,828 | $325.4K | 0.20% | +195+5.4% | Added |
| Rosenberg Matthew Hamilton | 3,784 | $321.7K | 0.11% | −90−2.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,782 | $321.5K | 0.02% | −406−9.7% | Reduced |
| City State Bank | 3,775 | $321.0K | 0.20% | 00.0% | Unchanged |
| Overbrook Management Corp | 3,764 | $320.0K | 0.09% | 00.0% | Unchanged |
| Alerus Financial NA | 3,750 | $318.8K | 0.03% | −630−14.4% | Reduced |
| Tower Bridge Advisors | 3,742 | $318.1K | 0.03% | −1,500−28.6% | Reduced |
| Millennium Capital Advisors, LLC | 3,729 | $317.0K | 0.32% | +316+9.3% | Added |
| Mill Creek Capital Advisors, LLC | 3,728 | $317.0K | 0.01% | +3,728 | New |
| Tradition Wealth Management, LLC | 3,711 | $316.0K | 0.04% | −24−0.6% | Reduced |
| Continuum Advisory, LLC | 3,709 | $315.3K | 0.06% | +99+2.7% | Added |
| Hexagon Capital Partners LLC | 3,709 | $315.3K | 0.09% | −74−2.0% | Reduced |
| Jones Financial Companies LLLP | 3,691 | $314.0K | 0.00% | +915+33.0% | Added |
| Humankind Investments LLC | 3,693 | $314.0K | 0.14% | +43+1.2% | Added |
| First Financial Bank - Trust Division | 3,680 | $313.0K | 0.03% | −388−9.5% | Reduced |
| Joule Financial, LLC | 3,672 | $312.2K | 0.21% | −118−3.1% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,667 | $311.8K | 0.25% | +3,667 | New |
| Icon Wealth Advisors, LLC | 3,665 | $311.6K | 0.04% | +1,336+57.4% | Added |
| MidWestOne Financial Group, Inc. | 3,664 | $311.5K | 0.07% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 3,198 | $310.5K | 0.34% | +3,198 | New |
| Capula Management Ltd | 3,637 | $309.2K | 0.03% | −164,072−97.8% | Reduced |
| Carmel Capital Partners, LLC | 3,627 | $308.4K | 0.21% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 3,600 | $306.1K | 0.92% | +3,600 | New |
| Alta Advisers Ltd | 3,600 | $306.0K | 0.18% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,590 | $305.2K | 0.31% | −28−0.8% | Reduced |
| Resonant Capital Advisors, LLC | 3,588 | $305.1K | 0.04% | +3,588 | New |
| Duncker Streett & Co Inc | 3,571 | $303.6K | 0.07% | +200+5.9% | Added |
| Quantum Financial Advisors, LLC | 3,570 | $303.5K | 0.14% | +20+0.6% | Added |
| SlateStone Wealth, LLC | 3,553 | $302.1K | 0.07% | +130+3.8% | Added |
| Cohen & Steers, Inc. | 3,553 | $302.0K | 0.00% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,552 | $302.0K | 0.29% | −57−1.6% | Reduced |
| Marathon Capital Management | 3,511 | $298.5K | 0.08% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 3,508 | $298.3K | 0.01% | −658−15.8% | Reduced |
| Independent Financial Group, LLC | 3,508 | $298.3K | 0.03% | −425−10.8% | Reduced |
| Red Cedar Capital, LLC | 3,500 | $298.0K | 0.19% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 3,505 | $298.0K | 0.05% | +3,505 | New |
| United Bank | 3,504 | $297.9K | 0.04% | +100+2.9% | Added |
| Mastrapasqua Asset Management Inc | 3,500 | $297.6K | 0.04% | −4,000−53.3% | Reduced |
| WSFS Capital Management, LLC | 3,481 | $295.9K | 0.03% | +134+4.0% | Added |
| Calton & Associates, Inc. | 3,479 | $295.8K | 0.11% | +3,479 | New |
| Capstone Financial Advisors, Inc. | 3,463 | $294.4K | 0.02% | +36+1.1% | Added |
| Nwam LLC | 3,440 | $292.5K | 0.03% | +475+16.0% | Added |
| Forte Capital LLC | 3,440 | $292.5K | 0.05% | +626+22.2% | Added |
| Trustmark National Bank Trust Department | 3,434 | $292.0K | 0.03% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,420 | $290.8K | 0.09% | +3,420 | New |
| Moloney Securities Asset Management, LLC | 3,403 | $289.4K | 0.06% | +290+9.3% | Added |
| Catalyst Financial Partners LLC | 3,400 | $289.1K | 0.15% | +3,400 | New |
| JGP Wealth Management, LLC | 3,398 | $288.9K | 0.05% | −40−1.2% | Reduced |
| Wallace Advisory Group, LLC | 3,359 | $285.6K | 0.23% | +3,359 | New |
| Independent Solutions Wealth Management, LLC | 3,340 | $284.0K | 0.09% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,324 | $282.6K | 0.25% | +38+1.2% | Added |
| Aspiriant, LLC | 3,315 | $281.8K | 0.01% | +369+12.5% | Added |
| RMR Wealth Builders | 3,308 | $281.2K | 0.06% | −2,904−46.7% | Reduced |
| Sepio Capital, LP | 3,293 | $280.0K | 0.02% | −22,948−87.5% | Reduced |
| American Trust | 3,283 | $279.1K | 0.03% | −130−3.8% | Reduced |
| Capital Advisors Inc | 3,280 | $278.9K | 0.01% | +50+1.5% | Added |
| Per Stirling Capital Management, LLC. | 3,266 | $277.7K | 0.05% | +3,266 | New |
| Valley National Advisers Inc | 3,104 | $277.0K | 0.05% | −137−4.2% | Reduced |
| DGS Capital Management, LLC | 3,254 | $276.7K | 0.18% | +6+0.2% | Added |
| Girard Partners Ltd. | 3,248 | $276.2K | 0.03% | +3,248 | New |
| RSM US Wealth Management LLC | 3,247 | $276.1K | 0.01% | −193−5.6% | Reduced |
| Delta Financial Group, Inc. | 3,246 | $276.0K | 0.12% | +3,246 | New |
| Johnson Investment Counsel Inc | 3,242 | $275.6K | 0.00% | +238+7.9% | Added |
| Guerra Pan Advisors, LLC | 3,239 | $275.4K | 0.38% | 00.0% | Unchanged |
| NBT Bank N A | 3,232 | $274.8K | 0.04% | +300+10.2% | Added |
| CNB Bank | 3,231 | $274.7K | 0.17% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 3,226 | $274.3K | 0.16% | −1,425−30.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,211 | $273.0K | 0.09% | +3,211 | New |
| Twin Focus Capital Partners, LLC | 3,210 | $272.9K | 0.06% | 00.0% | Unchanged |