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 |
|---|---|---|---|---|---|
| Kingfisher Capital LLC | 2,545 | $216.0K | 0.06% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,541 | $216.0K | 0.18% | −1,155−31.3% | Reduced |
| Eagle Strategies LLC | 2,532 | $215.3K | 0.06% | +2,532 | New |
| Chicago Trust Co NA | 2,516 | $214.0K | 0.05% | −135−5.1% | Reduced |
| Fort Sheridan Advisors LLC | 2,512 | $213.5K | 0.07% | −398−13.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,511 | $213.5K | 0.03% | +2,511 | New |
| Highlander Capital Management, LLC | 2,500 | $213.0K | 0.11% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,500 | $212.6K | 0.01% | +2,500 | New |
| Hall Capital Management Co Inc | 2,490 | $211.7K | 0.13% | +2,490 | New |
| Hoxton Planning & Management, LLC | 2,477 | $210.6K | 0.11% | +2,477 | New |
| Cipher Capital LP | 2,476 | $210.5K | 0.04% | −68,201−96.5% | Reduced |
| N.E.W. Advisory Services LLC | 2,475 | $210.4K | 0.03% | +2,475 | New |
| Exos TFP Holdings LLC | 2,445 | $207.9K | 0.06% | +2,311+1,724.6% | Added |
| Zimmermann Investment Management & Planning LLC | 2,442 | $207.6K | 0.12% | −269−9.9% | Reduced |
| IVC Wealth Advisors LLC | 2,436 | $207.1K | 0.15% | +2,436 | New |
| Washington Trust Bank | 2,431 | $207.0K | 0.02% | +2,431 | New |
| REDW Wealth LLC | 2,433 | $206.9K | 0.07% | +2,433 | New |
| Deseret Mutual Benefit Administrators | 2,431 | $206.7K | 0.08% | −2,044−45.7% | Reduced |
| Boston Trust Walden Corp | 2,423 | $206.0K | 0.00% | +2,423 | New |
| Soltis Investment Advisors LLC | 2,421 | $205.8K | 0.03% | +2,421 | New |
| TrueWealth Advisors, LLC | 2,415 | $205.3K | 0.09% | +2,415 | New |
| Smallwood Wealth Investment Management, LLC | 2,403 | $204.3K | 0.17% | −475−16.5% | Reduced |
| Castleview Partners, LLC | 2,397 | $203.8K | 0.20% | −280−10.5% | Reduced |
| Financial Advocates Investment Management | 2,389 | $203.1K | 0.02% | +2,389 | New |
| MBL Wealth, LLC | 2,383 | $203.0K | 0.04% | −379−13.7% | Reduced |
| Prestige Wealth Management Group LLC | 2,358 | $200.5K | 0.05% | +61+2.7% | Added |
| HFG Advisors, Inc. | 2,355 | $200.2K | 0.24% | +2,355 | New |
| First National Bank of South Miami | 2,358 | $200.0K | 0.15% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,349 | $200.0K | 0.06% | +2,349 | New |
| Johnson Financial Group, Inc. | 2,335 | $198.5K | 0.02% | −325−12.2% | Reduced |
| Optimum Investment Advisors | 2,308 | $196.2K | 0.11% | −1,400−37.8% | Reduced |
| Sandy Spring Bank | 2,288 | $194.5K | 0.01% | +262+12.9% | Added |
| Missouri Trust & Investment Co | 2,265 | $193.0K | 0.12% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2,223 | $189.0K | 0.05% | −2−0.1% | Reduced |
| Baker Avenue Asset Management, LP | 2,203 | $187.3K | 0.01% | +2,203 | New |
| Old North State Trust, LLC | 2,147 | $183.0K | 0.12% | 00.0% | Unchanged |
| Motco | 2,136 | $181.6K | 0.01% | −195−8.4% | Reduced |
| Operose Advisors LLC | 2,129 | $181.0K | 0.10% | −225−9.6% | Reduced |
| Boyd Watterson Asset Management LLC | 2,107 | $179.1K | 0.07% | +2,107 | New |
| Balyasny Asset Management LLC | 2,001 | $170.1K | 0.00% | −1,330,235−99.8% | Reduced |
| Interactive Financial Advisors | 2,000 | $170.0K | 0.10% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,989 | $169.1K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,936 | $164.6K | 0.03% | +1,936 | New |
| Credential Qtrade Securities Inc. | 1,920 | $163.2K | 0.01% | −148−7.2% | Reduced |
| Baystate Wealth Management LLC | 1,904 | $162.0K | 0.01% | +16+0.8% | Added |
| Key Financial Inc | 2,040 | $161.2K | 0.08% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,840 | $156.5K | 0.06% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,838 | $156.3K | 0.02% | −108−5.5% | Reduced |
| Farmers & Merchants Investments Inc | 1,827 | $155.3K | 0.01% | −93−4.8% | Reduced |
| Atlas Capital Advisors LLC | 1,816 | $154.4K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,774 | $150.8K | 0.05% | +10+0.6% | Added |
| Endurance Wealth Management, Inc. | 1,767 | $150.0K | 0.02% | −149−7.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,722 | $148.0K | 0.13% | +177+11.5% | Added |
| Proequities, Inc. | 1,646 | $139.9K | 0.01% | +89+5.7% | Added |
| Stonebridge Capital Advisors LLC | 1,615 | $137.3K | 0.02% | +1,055+188.4% | Added |
| Ellevest, Inc. | 1,601 | $136.1K | 0.01% | −35−2.1% | Reduced |
| Grove Bank & Trust | 1,574 | $134.0K | 0.03% | +1,574 | New |
| Bogart Wealth, LLC | 1,561 | $132.7K | 0.01% | +171+12.3% | Added |
| Magellan Asset Management Ltd | 1,530 | $130.1K | 0.00% | +1,530 | New |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $128.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,504 | $128.0K | 0.06% | +140+10.3% | Added |
| Monetary Management Group Inc | 1,500 | $127.5K | 0.04% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,500 | $127.5K | 0.07% | +1,500 | New |
| Ten Capital Wealth Advisors, LLC | 1,475 | $125.4K | 0.05% | +474+47.4% | Added |
| Piscataqua Savings Bank | 1,463 | $124.4K | 0.11% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,453 | $124.0K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,425 | $121.1K | 0.03% | +1+0.1% | Added |
| Laffer Tengler Investments | 1,418 | $120.6K | 0.03% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,404 | $119.3K | 0.03% | −5,238−78.9% | Reduced |
| Washington Trust Advisors, Inc. | 1,399 | $118.9K | 0.01% | −562−28.7% | Reduced |
| Gleason Group, Inc. | 1,380 | $117.3K | 0.04% | +12+0.9% | Added |
| Capital Advisors, Ltd. LLC | 2,547 | $117.0K | 0.02% | +944+58.9% | Added |
| Silvant Capital Management LLC | 1,357 | $115.4K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,371 | $111.0K | 0.00% | −2,000−59.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,305 | $110.9K | 0.00% | −826−38.8% | Reduced |
| West Paces Advisors Inc. | 1,301 | $110.6K | 0.04% | +207+18.9% | Added |
| GeoWealth Management, LLC | 1,300 | $110.0K | 0.01% | +49+3.9% | Added |
| Register Financial Advisors LLC | 1,294 | $110.0K | 0.07% | +1,294 | New |
| Romano Brothers and Company | 1,272 | $108.1K | 0.02% | +1,272 | New |
| Ulland Investment Advisors, LLC | 1,275 | $108.0K | 0.13% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,260 | $107.1K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,264 | $107.0K | 0.02% | +139+12.4% | Added |
| Armstrong Advisory Group, Inc | 1,255 | $106.7K | 0.01% | +1,255 | New |
| JFS Wealth Advisors, LLC | 1,245 | $105.8K | 0.01% | +770+162.1% | Added |
| Dividend Assets Capital, LLC | 1,233 | $105.0K | 0.02% | −34−2.7% | Reduced |
| WD Rutherford LLC | 1,215 | $103.3K | 0.08% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,212 | $103.0K | 0.03% | +1,212 | New |
| Farther Finance Advisors, LLC | 1,184 | $100.7K | 0.04% | +1,184 | New |
| McIlrath & Eck, LLC | 1,170 | $99.5K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,135 | $96.5K | 0.07% | +10+0.9% | Added |
| Carolinas Wealth Consulting LLC | 1,130 | $96.1K | 0.02% | +413+57.6% | Added |
| FinTrust Capital Advisors, LLC | 1,117 | $95.0K | 0.02% | −1,496−57.3% | Reduced |
| BDO Wealth Advisors, LLC | 1,106 | $94.0K | 0.01% | +504+83.7% | Added |
| Resources Management Corp | 1,109 | $94.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 1,104 | $93.9K | 0.02% | +4+0.4% | Added |
| Founders Capital Management | 1,093 | $93.0K | 0.07% | +8+0.7% | Added |
| Sound Income Strategies, LLC | 1,086 | $92.3K | 0.01% | +291+36.6% | Added |
| Centennial Bank | 1,031 | $87.7K | 0.05% | +1,031 | New |
| Tilia Fiduciary Partners, Inc. | 1,016 | $86.4K | 0.08% | −75−6.9% | Reduced |
| Picton Mahoney Asset Management | 1,015 | $86.0K | 0.00% | −64,635−98.5% | Reduced |