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
- 1,681
- +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
- 625 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 |
|---|---|---|---|---|---|
| Hotchkis & Wiley Capital Management LLC | 3,200 | $272.1K | 0.00% | −300−8.6% | Reduced |
| SageView Advisory Group, LLC | 3,195 | $271.6K | 0.02% | +3,195 | New |
| Bragg Financial Advisors, Inc | 3,187 | $271.0K | 0.02% | −8−0.3% | Reduced |
| Crewe Advisors LLC | 3,185 | $270.8K | 0.04% | −148−4.4% | Reduced |
| Janney Capital Management LLC | 3,162 | $269.0K | 0.02% | +10.0% | Added |
| XTX Topco Ltd | 3,154 | $268.2K | 0.06% | −12,609−80.0% | Reduced |
| Manchester Financial Inc | 3,148 | $267.6K | 0.07% | −435−12.1% | Reduced |
| Phillips Wealth Planners LLC | 2,688 | $267.3K | 0.47% | +2,688 | New |
| Stonnington Group, LLC | 3,000 | $266.8K | 0.07% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 3,133 | $266.4K | 0.26% | +78+2.6% | Added |
| SOL Capital Management CO | 3,120 | $265.3K | 0.05% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 3,120 | $265.0K | 0.08% | −409−11.6% | Reduced |
| O'Rourke & Company, Inc | 3,112 | $265.0K | 0.21% | +103+3.4% | Added |
| Stiles Financial Services Inc | 3,101 | $263.7K | 0.15% | +22+0.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 3,096 | $263.2K | 0.02% | −194−5.9% | Reduced |
| Centric Wealth Management | 3,095 | $263.1K | 0.13% | −1,015−24.7% | Reduced |
| Private Asset Management Inc | 3,082 | $262.0K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,074 | $261.4K | 0.15% | −99−3.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,068 | $260.8K | 0.07% | 00.0% | Unchanged |
| Gratus Capital LLC | 3,067 | $260.8K | 0.02% | −170,631−98.2% | Reduced |
| Spartan Planning & Wealth Management | 3,060 | $260.2K | 0.32% | +3,060 | New |
| First Affirmative Financial Network | 3,058 | $260.0K | 0.31% | +272+9.8% | Added |
| M&G Investment Management Ltd | 3,036 | $258.1K | 0.00% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 3,033 | $258.0K | 0.24% | +16+0.5% | Added |
| Aprio Wealth Management, LLC | 3,025 | $257.2K | 0.09% | +425+16.3% | Added |
| Five Oceans Advisors | 3,017 | $256.5K | 0.18% | −102−3.3% | Reduced |
| Spirit of America Management Corp | 3,000 | $255.1K | 0.06% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,994 | $255.0K | 0.13% | +10.0% | Added |
| Raab & Moskowitz Asset Management LLC | 2,995 | $254.6K | 0.10% | +25+0.8% | Added |
| Fidelis Capital Partners, LLC | 2,903 | $254.4K | 0.30% | +2,903 | New |
| Crawford Investment Counsel Inc | 2,989 | $254.1K | 0.01% | −39−1.3% | Reduced |
| Harrington Investments, INC | 2,975 | $252.9K | 0.18% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 2,968 | $252.3K | 0.17% | +125+4.4% | Added |
| Choate Investment Advisors | 2,966 | $252.2K | 0.02% | −81−2.7% | Reduced |
| Enterprise Financial Services Corp | 2,965 | $252.1K | 0.17% | +74+2.6% | Added |
| Harvest Fund Management Co., Ltd | 2,970 | $252.0K | 0.06% | +9+0.3% | Added |
| Valmark Advisers, Inc. | 2,953 | $251.1K | 0.01% | +45+1.5% | Added |
| Coastal Investment Advisors, Inc. | 2,943 | $250.2K | 0.06% | −125−4.1% | Reduced |
| Norway Savings Bank | 2,943 | $250.2K | 0.13% | +116+4.1% | Added |
| Apriem Advisors | 2,936 | $249.6K | 0.04% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,918 | $248.1K | 0.08% | −10.0% | Reduced |
| American State Bank (Iowa) | 2,908 | $247.2K | 0.19% | +48+1.7% | Added |
| Leisure Capital Management | 2,904 | $246.9K | 0.13% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 2,900 | $246.6K | 0.35% | +200+7.4% | Added |
| Perfromance Wealth Partners, LLC | 2,898 | $246.4K | 0.01% | −53−1.8% | Reduced |
| Cozad Asset Management Inc | 2,893 | $246.0K | 0.03% | +173+6.4% | Added |
| GHP Investment Advisors, Inc. | 2,891 | $245.8K | 0.02% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,890 | $245.7K | 0.03% | +331+12.9% | Added |
| Keystone Financial Group | 2,886 | $245.4K | 0.05% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,878 | $244.7K | 0.06% | +10.0% | Added |
| Vantage Consulting Group Inc | 2,869 | $243.9K | 0.14% | −185−6.1% | Reduced |
| Syntax Advisors, LLC | 2,869 | $243.9K | 0.20% | −185−6.1% | Reduced |
| Congress Park Capital LLC | 2,850 | $242.3K | 0.15% | +100+3.6% | Added |
| Ssi Investment Management LLC | 2,849 | $242.2K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,846 | $242.0K | 0.07% | −2,817−49.7% | Reduced |
| Michael B. Yongue | 2,838 | $241.3K | 0.23% | −30−1.0% | Reduced |
| Manchester Capital Management LLC | 2,836 | $241.1K | 0.04% | −35−1.2% | Reduced |
| Buffington Mohr McNeal | 2,825 | $240.2K | 0.06% | −143−4.8% | Reduced |
| Pathway Financial Advisors LLC | 2,820 | $239.8K | 0.07% | 00.0% | Unchanged |
| PFG Advisors | 2,812 | $239.1K | 0.02% | +2,812 | New |
| Ellsworth Advisors, LLC | 2,472 | $238.7K | 0.09% | +2,472 | New |
| Detalus Advisors, LLC | 2,800 | $238.1K | 0.12% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,800 | $238.1K | 0.05% | +2,800 | New |
| Arkadios Wealth Advisors | 2,798 | $237.9K | 0.03% | +2,798 | New |
| Annapolis Financial Services, LLC | 2,797 | $237.8K | 0.08% | −581−17.2% | Reduced |
| Novare Capital Management LLC | 2,775 | $235.9K | 0.03% | +15+0.5% | Added |
| Raleigh Capital Management Inc. | 2,767 | $235.3K | 0.12% | −235−7.8% | Reduced |
| Wrapmanager Inc | 2,763 | $235.0K | 0.08% | −7−0.3% | Reduced |
| Harbour Investments, Inc. | 2,743 | $233.2K | 0.01% | +354+14.8% | Added |
| Bluefin Capital Management, LLC | 2,740 | $233.0K | 0.04% | +2,740 | New |
| Planned Solutions, Inc. | 2,732 | $232.3K | 0.17% | 00.0% | Unchanged |
| Doheny Asset Management | 2,726 | $232.0K | 0.27% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,719 | $231.0K | 0.09% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 2,714 | $230.7K | 0.13% | +10.0% | Added |
| Reik & Co., LLC | 2,703 | $230.0K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,700 | $229.6K | 0.02% | −9−0.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,689 | $229.0K | 0.00% | −1,575−36.9% | Reduced |
| Willow Creek Wealth Management Inc. | 2,697 | $229.0K | 0.04% | +2,697 | New |
| Primoris Wealth Advisors, LLC | 2,693 | $229.0K | 0.35% | +2,693 | New |
| Argent Advisors, Inc. | 2,680 | $227.9K | 0.12% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 2,670 | $227.0K | 0.00% | −244−8.4% | Reduced |
| Associated Banc-Corp | 2,665 | $226.6K | 0.01% | −929−25.8% | Reduced |
| Focus Financial Network, Inc. | 2,663 | $226.4K | 0.02% | −1,246−31.9% | Reduced |
| Journey Strategic Wealth LLC | 2,662 | $226.4K | 0.03% | −175−6.2% | Reduced |
| Wellington Shields Capital Management, LLC | 2,637 | $224.2K | 0.03% | +30+1.2% | Added |
| Hurlow Wealth Management Group, Inc. | 2,632 | $223.8K | 0.12% | −21−0.8% | Reduced |
| Bangor Savings Bank | 2,603 | $221.0K | 0.03% | +116+4.7% | Added |
| Clearstead Advisors, LLC | 2,597 | $220.8K | 0.02% | −965−27.1% | Reduced |
| Welch Group, LLC | 2,588 | $220.0K | 0.01% | +2,588 | New |
| Windsor Group LTD | 2,512 | $220.0K | 0.05% | +2,512 | New |
| Hemington Wealth Management | 2,598 | $220.0K | 0.09% | +2,598 | New |
| E Fund Management Co., Ltd. | 2,575 | $219.0K | 0.02% | −194−7.0% | Reduced |
| Summit Global Investments | 2,568 | $218.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,569 | $218.0K | 0.12% | 00.0% | Unchanged |
| Private Capital Management LLC | 2,561 | $217.7K | 0.07% | −620−19.5% | Reduced |
| Sage Mountain Advisors LLC | 2,558 | $217.5K | 0.05% | +2,558 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 2,543 | $216.2K | 0.05% | +3+0.1% | Added |
| Mayfair Advisory Group, LLC | 2,467 | $216.2K | 0.28% | +2,467 | New |
| Interchange Capital Partners, LLC | 2,543 | $216.2K | 0.22% | −1,249−32.9% | Reduced |
| Kingfisher Capital LLC | 2,545 | $216.0K | 0.06% | 00.0% | Unchanged |