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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
1,681
+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.

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
TCG Advisory Services, LLC0$00.00%−26,547−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−24,726−100.0%Sold out
Copperwynd Financial, LLC0$00.00%−24,388−100.0%Sold out
Baader Bank INC0$00.00%−23,450−100.0%Sold out
Seven Eight Capital, LP0$00.00%−20,044−100.0%Sold out
Two Sigma Investments, LP0$00.00%−17,947−100.0%Sold out
IMC-Chicago, LLC0$00.00%−17,836−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−13,000−100.0%Sold out
Golden Green, Inc.0$00.00%−12,637−100.0%Sold out
Maven Securities LTD0$00.00%−11,225−100.0%Sold out
P.A.W. Capital Corp0$00.00%−11,000−100.0%Sold out
Precision Wealth Strategies, LLC0$00.00%−10,175−100.0%Sold out
Caption Management, LLC0$00.00%−10,000−100.0%Sold out
CTC Capital Management, LLC0$00.00%−9,500−100.0%Sold out
SRN Advisors, LLC0$00.00%−9,239−100.0%Sold out
Henshaw Capital LLC0$00.00%−9,061−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−7,914−100.0%Sold out
TrimTabs Asset Management, LLC0$00.00%−7,724−100.0%Sold out
Cape Cod Five Cents Savings Bank0$00.00%−5,625−100.0%Sold out
XR Securities LLC0$00.00%−5,137−100.0%Sold out
OPSEU Pension Plan Trust Fund0$00.00%−5,039−100.0%Sold out
Churchill Management Corp0$00.00%−5,000−100.0%Sold out
Investment Partners, Ltd.0$00.00%−4,342−100.0%Sold out
Peak Planning Group, LLC0$00.00%−4,149−100.0%Sold out
Steel Peak Wealth Management LLC0$00.00%−4,021−100.0%Sold out
LWM Advisory Services, LLC0$00.00%−3,863−100.0%Sold out
Benchmark Investment Advisors LLC0$00.00%−3,798−100.0%Sold out
Highland Private Wealth Management0$00.00%−3,738−100.0%Sold out
LMR Partners LLP0$00.00%−3,602−100.0%Sold out
DSC Advisors, L.P.0$00.00%−3,427−100.0%Sold out
Shilanski & Associates, Inc.0$00.00%−3,181−100.0%Sold out
Keebeck Wealth Management, LLC0$00.00%−3,102−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−3,017−100.0%Sold out
David R. Rahn & Associates Inc.0$00.00%−3,000−100.0%Sold out
Alta Wealth Advisors LLC0$00.00%−2,988−100.0%Sold out
Northwest Bancshares, Inc.0$00.00%−2,859−100.0%Sold out
Lion Street Advisors, LLC0$00.00%−2,776−100.0%Sold out
Fiduciary Group LLC0$00.00%−2,460−100.0%Sold out
180 Wealth Advisors, LLC0$00.00%−2,692−100.0%Sold out
Sunflower Bank, N.A.0$00.00%−2,697−100.0%Sold out
Univest Financial Corp0$00.00%−2,663−100.0%Sold out
Asset Allocation & Management Company, LLC0$00.00%−2,660−100.0%Sold out
Ropes Wealth Advisors LLC0$00.00%−2,649−100.0%Sold out
Segall Bryant & Hamill, LLC0$00.00%−2,605−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−2,589−100.0%Sold out
Journey Advisory Group, LLC0$00.00%−2,300−100.0%Sold out
South Dakota Investment Council0$00.00%−2,200−100.0%Sold out
Advanced Research Investment Solutions, LLC0$00.00%−1,526−100.0%Sold out
Neo Ivy Capital Management0$00.00%−1,510−100.0%Sold out
Mizuho Securities Co. Ltd.0$00.00%−1,280−100.0%Sold out
Tobam0$00.00%−1,267−100.0%Sold out
Premier Asset Management LLC0$00.00%−11,043−100.0%Sold out
Investors Asset Management of Georgia Inc0$00.00%−1,047−100.0%Sold out
Selective Wealth Management, Inc.0$00.00%−978−100.0%Sold out
Oxler Private Wealth LLC0$00.00%−804−100.0%Sold out
Standard Family Office LLC0$00.00%−700−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−658−100.0%Sold out
Professional Financial Advisors, LLC0$00.00%−601−100.0%Sold out
PFS Partners, LLC0$00.00%−500−100.0%Sold out
Paloma Partners Management Co0$00.00%−400−100.0%Sold out
Pacifica Partners Inc.0$00.00%−269−100.0%Sold out
Sugarloaf Wealth Management, LLC0$00.00%−155−100.0%Sold out
Karlinski Andrew C0$00.00%−142−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−80−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−57−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−71−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−42−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−20−100.0%Sold out
EdgeRock Capital LLC0$00.00%−10−100.0%Sold out
Eaton Vance Management––––Not filed
Sadoff Investment Management LLC––––Not filed
Regentatlantic Capital LLC––––Not filed
Agf Investments Inc.––––Not filed
Brightworth––––Not filed
Ashfield Capital Partners, LLC––––Not filed
Dowling & Yahnke LLC––––Not filed
Corient Capital Partners, LLC––––Not filed
Spectrum Management Group, LLC––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
55I, LLC––––Not filed
Balasa Dinverno & Foltz LLC––––Not filed
UBP Investment Advisors SA––––Not filed
Keebeck Alpha, LP––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
Lloyd Park, LLC––––Not filed
Eidelman Virant Capital––––Not filed
FourThought Financial, LLC––––Not filed
Helios Capital Management Pte. Ltd––––Not filed
Roberts Capital Advisors, LLC––––Not filed
American Portfolios Advisors––––Not filed
Cornerstone Wealth Management, LLC––––Not filed
Round Table Services, LLC––––Not filed
Roosevelt Investment Group LLC––––Not filed
CPWM, LLC––––Not filed
Bowling Portfolio Management LLC––––Not filed
Covington Capital Management––––Not filed
ACG Wealth––––Not filed
DRW Securities, L.L.C.––––Not filed
Kore Private Wealth LLC––––Not filed
Monolith Advisors––––Not filed