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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.

Institutional holdersQ4 2022: 1,682 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,673 institutionsQ2 2022: 1,607 institutionsQ3 2022: 1,586 institutionsQ4 2022: 1,682 institutionsQ1 2023: 1,674 institutionsQ2 2023: 1,689 institutionsQ3 2023: 1,671 institutionsQ4 2023: 1,761 institutionsQ1 2024: 1,799 institutionsQ2 2024: 1,829 institutionsQ3 2024: 1,875 institutionsQ4 2024: 2,118 institutionsQ1 2025: 2,104 institutionsQ2 2025: 2,209 institutionsQ3 2025: 2,266 institutionsQ4 2025: 2,533 institutionsQ1 2026: 2,514 institutionsQ2 2026: 2,746 institutions
Value heldQ4 2022: $120.2B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.0BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,746$281.7B
Q1 20262,514$218.0B
Q4 20252,533$239.4B
Q3 20252,266$211.9B
Q2 20252,209$190.6B
Q1 20252,104$159.1B
Q4 20242,118$170.9B
Q3 20241,875$141.1B
Q2 20241,829$131.2B
Q1 20241,799$127.8B
Q4 20231,761$128.3B
Q3 20231,671$112.7B
Q2 20231,689$118.7B
Q1 20231,674$124.1B
Q4 20221,682$120.2B
Q3 20221,586$112.7B
Q2 20221,607$109.6B
Q1 20221,673$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2022.

Institutions holding MS in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd1,010$86.0K0.07%−431−29.9%Reduced
Rise Advisors, LLC1,005$85.5K0.07%+8+0.8%Added
PSI Advisors, LLC1,001$85.1K0.05%−100−9.1%Reduced
Citizens National Bank Trust Department1,000$85.0K0.02%−14−1.4%Reduced
Mitsubishi UFJ Asset Management (UK) Ltd.1,000$85.0K0.06%00.0%Unchanged
Global Financial Private Client, LLC984$83.7K0.05%+20+2.1%Added
Cedar Mountain Advisors, LLC970$82.5K0.03%+6+0.6%Added
Pathway Financial Advisers, LLC953$81.1K0.03%+953New
Brown, Lisle/Cummings, Inc.925$78.6K0.04%00.0%Unchanged
Cedar Wealth Management, LLC922$78.4K0.04%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA890$76.0K0.05%+106+13.5%Added
Plante Moran Financial Advisors, LLC883$75.1K0.01%−856−49.2%Reduced
Bay Harbor Wealth Management, LLC887$75.0K0.03%−3−0.3%Reduced
Atticus Wealth Management, LLC855$72.7K0.03%−11−1.3%Reduced
Capital Directions Investment Advisors, LLC845$71.8K0.03%+845Added
CoreFirst Bank & Trust811$69.0K0.05%00.0%Unchanged
Park Circle Co800$68.0K0.07%00.0%Unchanged
One Wealth Advisors, LLC795$67.5K0.02%+795New
Rocky Mountain Advisers, LLC781$66.0K0.04%+6+0.8%Added
Eukles Asset Management770$65.0K0.04%−40−4.9%Reduced
Clearview Wealth Advisors LLC755$64.2K0.05%+2+0.3%Added
TCI Wealth Advisors, Inc.748$63.6K0.01%−116−13.4%Reduced
Silicon Valley Capital Partners741$63.0K0.01%+741New
Horan Securities, Inc.738$62.8K0.04%+238+47.6%Added
Carmichael Hill & Associates, Inc.735$62.5K0.03%+4+0.5%Added
Twin Lakes Capital Management, LLC720$61.2K0.05%00.0%Unchanged
TSFG, LLC723$61.0K0.02%+1+0.1%Added
Bell Investment Advisors, Inc702$59.7K0.01%+21+3.1%Added
HHM Wealth Advisors, LLC680$57.8K0.01%00.0%Unchanged
Creative Financial Designs Inc678$57.7K0.01%+3+0.4%Added
SOA Wealth Advisors, LLC.674$57.3K0.02%+2+0.3%Added
First Financial Corp673$57.2K0.04%00.0%Unchanged
AllSquare Wealth Management LLC671$57.0K0.04%00.0%Unchanged
Hillsdale Investment Management Inc.640$54.4K0.00%00.0%Unchanged
Trustcore Financial Services, LLC630$53.6K0.00%+56+9.8%Added
Paragon Wealth Strategies, LLC629$53.5K0.06%00.0%Unchanged
LFA - Lugano Financial Advisors SA625$53.1K0.04%00.0%Unchanged
Vigilant Capital Management, LLC613$52.0K0.00%00.0%Unchanged
Estabrook Capital Management600$51.0K0.01%00.0%Unchanged
Corrado Advisors, LLC600$51.0K0.04%+600New
Benjamin Edwards Inc600$51.0K0.01%00.0%Unchanged
Hollencrest Capital Management596$50.6K0.01%+596New
Rock Creek Group, LP593$50.4K0.01%−188−24.1%Reduced
Baldwin Brothers Inc590$50.2K0.00%+500+555.6%Added
Osterweis Capital Management Inc590$50.2K0.00%+590New
Horrell Capital Management, Inc.583$50.0K0.02%00.0%Unchanged
Semmax Financial Advisors Inc.519$50.0K0.02%00.0%Unchanged
Riverview Trust Co581$49.0K0.05%00.0%Unchanged
SRS Capital Advisors, Inc.547$46.5K0.01%−41−7.0%Reduced
Ogorek Anthony Joseph523$44.0K0.02%00.0%Unchanged
Fortis Capital Advisors, LLC509$43.3K0.03%+509New
Marshall & Sullivan Inc500$42.5K0.03%+500New
Freedom Wealth Alliance, LLC500$42.5K0.06%+500New
Riggs Asset Managment Co. Inc.492$41.8K0.02%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC484$41.1K0.01%+169+53.7%Added
Oliver Lagore Vanvalin Investment Group436$37.1K0.02%−4−0.9%Reduced
Miller Wealth Advisors, LLC450$37.0K0.03%+450New
Western Pacific Wealth Management, LP417$35.5K0.03%+417New
Mark Sheptoff Financial Planning, LLC400$34.0K0.02%00.0%Unchanged
GoalVest Advisory LLC400$34.0K0.02%00.0%Unchanged
Coppell Advisory Solutions LLC400$34.0K0.01%+400New
Coppell Advisory Solutions Corp.400$34.0K0.01%+400New
MRP Capital Investments, LLC400$34.0K0.04%+400New
Baldrige Asset Management LLC388$33.0K0.01%00.0%Unchanged
Okabena Investment Services Inc386$32.8K0.02%+386New
SJS Investment Consulting Inc.379$32.2K0.01%+37+10.8%Added
Compagnie Lombard Odier SCmA375$32.0K0.00%00.0%Unchanged
My Personal CFO, LLC357$30.4K0.03%+357New
Evermay Wealth Management LLC350$29.8K0.01%00.0%Unchanged
Column Capital Advisors, LLC350$29.8K0.00%00.0%Unchanged
MV Capital Management, Inc.338$28.7K0.00%−6−1.7%Reduced
Elequin Capital LP338$28.7K0.01%+338New
Johnson Midwest Financial, LLC324$28.0K0.10%00.0%Unchanged
Accurate Wealth Management, LLC312$27.8K0.01%+312New
Cowen Prime Advisors LLC318$27.0K0.01%00.0%Unchanged
Eagle Bay Advisors LLC314$26.7K0.02%−1,242−79.8%Reduced
Harel Insurance Investments & Financial Services Ltd.311$26.0K0.00%−243,000−99.9%Reduced
Islay Capital Management, LLC300$25.5K0.03%00.0%Unchanged
Maryland Capital Advisors Inc.300$25.5K0.02%00.0%Unchanged
Bourgeon Capital Management LLC300$25.5K0.01%+100+50.0%Added
Chelsea Counsel Co300$25.5K0.01%+300New
McElhenny Sheffield Capital Management, LLC300$25.5K0.01%+300New
Knott David M Jr293$25.0K0.01%00.0%Unchanged
Atwood & Palmer Inc290$24.7K0.00%00.0%Unchanged
Heritage Wealth Management, LLC286$24.3K0.00%+3+1.1%Added
Seldon Capital LP282$24.0K0.02%00.0%Unchanged
Solstein Capital, LLC256$21.8K0.02%00.0%Unchanged
Byrne Asset Management LLC250$21.3K0.02%00.0%Unchanged
Abound Wealth Management245$20.8K0.01%−58−19.1%Reduced
Lee Financial Co231$19.6K0.00%−41−15.1%Reduced
Northwest Investment Counselors, LLC225$19.1K0.01%00.0%Unchanged
Barrett & Company, Inc.200$17.0K0.01%00.0%Unchanged
Wellington Shields & Co., LLC200$17.0K0.00%00.0%Unchanged
Knuff & Co LLC200$17.0K0.01%00.0%Unchanged
Orion Capital Management LLC200$17.0K0.01%00.0%Unchanged
WFA of San Diego, LLC200$17.0K0.01%+200New
Riverpoint Wealth Management Holdings, LLC190$16.1K0.01%+190New
PrairieView Partners, LLC198$16.0K0.00%+1+0.5%Added
Avion Wealth203$16.0K0.00%00.0%Unchanged
Y.D. More Investments Ltd187$15.8K0.00%+187New