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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 75,998 | $6.46M | 0.04% | +75,998 | New |
| Bernzott Capital Advisors | 75,833 | $6.45M | 0.83% | +3,639+5.0% | Added |
| Norinchukin Bank, The | 75,321 | $6.40M | 0.14% | −27,535−26.8% | Reduced |
| Banque Pictet & Cie SA | 75,312 | $6.40M | 0.07% | −1,265−1.7% | Reduced |
| Advocate Group LLC | 75,252 | $6.40M | 1.38% | +3,052+4.2% | Added |
| YHB Investment Advisors, Inc. | 75,223 | $6.40M | 0.68% | −6,443−7.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 74,587 | $6.34M | 0.66% | −8,681−10.4% | Reduced |
| CWM, LLC | 74,516 | $6.33M | 0.05% | +8,242+12.4% | Added |
| Montag A & Associates Inc | 74,014 | $6.29M | 0.42% | −9,841−11.7% | Reduced |
| Cetera Advisor Networks LLC | 76,099 | $6.27M | 0.05% | +24,328+47.0% | Added |
| Avitas Wealth Management LLC | 73,451 | $6.24M | 1.32% | −283−0.4% | Reduced |
| Connors Investor Services Inc | 73,381 | $6.24M | 0.78% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 73,012 | $6.21M | 1.73% | +1,332+1.9% | Added |
| Stonegate Investment Group, LLC | 72,367 | $6.15M | 0.27% | +65,681+982.4% | Added |
| Logan Capital Management Inc | 71,662 | $6.09M | 0.31% | −1,906−2.6% | Reduced |
| Baugh & Associates, LLC | 71,651 | $6.09M | 3.95% | −130.0% | Reduced |
| Northern Oak Wealth Management Inc | 71,468 | $6.08M | 0.87% | −928−1.3% | Reduced |
| Cramer Rosenthal McGlynn LLC | 71,343 | $6.07M | 0.27% | +32,778+85.0% | Added |
| Cyrus J. Lawrence, LLC | 71,172 | $6.05M | 1.81% | −455−0.6% | Reduced |
| German American Bancorp, Inc. | 70,943 | $6.03M | 0.95% | −178−0.3% | Reduced |
| Principal Street Partners, LLC | 70,125 | $5.96M | 1.50% | +2,549+3.8% | Added |
| Ameritas Investment Partners, Inc. | 65,475 | $5.76M | 0.23% | −1,243−1.9% | Reduced |
| First Citizens Bank & Trust Co | 67,362 | $5.73M | 0.17% | −1,002−1.5% | Reduced |
| Virginia Retirement Systems Et Al | 67,200 | $5.71M | 0.06% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 66,944 | $5.69M | 1.22% | −2,117−3.1% | Reduced |
| Iowa State Bank | 66,312 | $5.64M | 1.42% | +1,825+2.8% | Added |
| Aptus Capital Advisors, LLC | 66,048 | $5.62M | 0.18% | +5,296+8.7% | Added |
| Baxter Bros Inc | 65,879 | $5.60M | 0.92% | +2,119+3.3% | Added |
| Chiron Investment Management, LLC | 65,713 | $5.59M | 1.31% | +65,713 | New |
| Lyell Wealth Management, LP | 65,484 | $5.57M | 0.88% | −714−1.1% | Reduced |
| Tudor Investment Corp Et Al | 65,245 | $5.55M | 0.14% | +65,245 | New |
| Viking Fund Management LLC | 65,000 | $5.53M | 1.10% | +5,000+8.3% | Added |
| Braun Stacey Associates Inc | 64,556 | $5.49M | 0.31% | +470+0.7% | Added |
| Old Second National Bank of Aurora | 64,510 | $5.48M | 1.62% | −936−1.4% | Reduced |
| Connectus Wealth, LLC | 63,944 | $5.44M | 0.14% | +532+0.8% | Added |
| Gibraltar Capital Management, Inc. | 63,913 | $5.43M | 2.57% | +978+1.6% | Added |
| Signet Financial Management, LLC | 63,319 | $5.38M | 0.96% | −384−0.6% | Reduced |
| Clear Street Markets LLC | 63,132 | $5.37M | 1.09% | +38,353+154.8% | Added |
| PEAK6 Investments LLC | 62,993 | $5.36M | 0.30% | +62,993 | New |
| New Mexico Educational Retirement Board | 62,910 | $5.35M | 0.29% | −8,600−12.0% | Reduced |
| Sandy Cove Advisors, LLC | 62,714 | $5.33M | 4.30% | +160.0% | Added |
| Bridgewater Associates, LP | 62,501 | $5.31M | 0.03% | +62,501 | New |
| RNC Capital Management LLC | 61,755 | $5.25M | 0.29% | −19,029−23.6% | Reduced |
| Cito Capital Group, LLC | 61,348 | $5.22M | 2.87% | −600−1.0% | Reduced |
| Fiduciary Alliance LLC | 61,202 | $5.20M | 1.35% | +61,202 | New |
| Meyer Handelman Co | 61,106 | $5.20M | 0.22% | −2,060−3.3% | Reduced |
| Coldstream Capital Management Inc | 60,654 | $5.16M | 0.19% | +60,654 | New |
| Advisor Partners II, LLC | 60,502 | $5.14M | 0.32% | +5,904+10.8% | Added |
| Cumberland Partners Ltd | 58,802 | $5.00M | 0.53% | +38,662+192.0% | Added |
| Point72 Europe (London) LLP | 57,993 | $4.93M | 1.28% | −33,807−36.8% | Reduced |
| K.J. Harrison & Partners Inc | 42,735 | $4.92M | 0.96% | −7,000−14.1% | Reduced |
| Glenview Trust Co | 57,629 | $4.90M | 0.16% | −240−0.4% | Reduced |
| Assenagon Asset Management S.A. | 56,812 | $4.83M | 0.02% | −1,837−3.1% | Reduced |
| Institutional & Family Asset Management, LLC | 56,754 | $4.83M | 0.81% | −84−0.1% | Reduced |
| Elk River Wealth Management, LLC | 56,148 | $4.77M | 1.16% | +778+1.4% | Added |
| Heritage Trust Co | 56,050 | $4.77M | 0.78% | −152−0.3% | Reduced |
| Albion Financial Group | 55,916 | $4.75M | 0.46% | +1,055+1.9% | Added |
| Allstate Corp | 55,392 | $4.71M | 0.14% | +743+1.4% | Added |
| Allstate Investment Management Co | 55,392 | $4.71M | 0.14% | +55,392 | New |
| Canandaigua National Corp | 55,347 | $4.71M | 0.80% | −63−0.1% | Reduced |
| Aureus Asset Management, LLC | 55,066 | $4.68M | 0.40% | +3,911+7.6% | Added |
| Schonfeld Strategic Advisors LLC | 54,730 | $4.65M | 0.04% | +18,066+49.3% | Added |
| Lorne Steinberg Wealth Management Inc. | 54,472 | $4.63M | 1.99% | +310+0.6% | Added |
| FORA Capital, LLC | 53,788 | $4.57M | 0.74% | +53,788 | New |
| Stephens Inc | 53,571 | $4.55M | 0.09% | +4,480+9.1% | Added |
| Donaldson Capital Management, LLC | 53,536 | $4.55M | 0.22% | +1,834+3.5% | Added |
| Andra AP-fonden | 52,911 | $4.50M | 0.14% | +7,700+17.0% | Added |
| Hudson Valley Investment Advisors Inc | 52,494 | $4.46M | 0.67% | +1,962+3.9% | Added |
| Central Trust Co | 52,381 | $4.45M | 0.14% | −11,263−17.7% | Reduced |
| Atria Investments LLC | 52,350 | $4.45M | 0.09% | −2,271−4.2% | Reduced |
| First National Bank of Omaha | 52,038 | $4.42M | 0.27% | −2,830−5.2% | Reduced |
| Varma Mutual Pension Insurance Co | 51,774 | $4.40M | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 51,719 | $4.40M | 0.66% | −3,229−5.9% | Reduced |
| Consolidated Investment Group LLC | 51,600 | $4.39M | 0.94% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 51,323 | $4.36M | 0.12% | +25,705+100.3% | Added |
| United Services Automobile Association | 50,975 | $4.33M | 0.10% | −5,731−10.1% | Reduced |
| Jefferies Financial Group Inc. | 49,925 | $4.24M | 0.07% | +49,925 | New |
| First Hawaiian Bank | 49,846 | $4.24M | 0.15% | +2,874+6.1% | Added |
| FDx Advisors, Inc. | 49,471 | $4.21M | 0.18% | −1,171−2.3% | Reduced |
| Trifecta Capital Advisors, LLC | 49,410 | $4.20M | 1.67% | +49,410 | New |
| Jupiter Wealth Management LLC | 48,862 | $4.15M | 4.02% | +1,229+2.6% | Added |
| Private Wealth Partners, LLC | 48,645 | $4.14M | 0.47% | +19,925+69.4% | Added |
| MainStreet Investment Advisors LLC | 48,448 | $4.12M | 0.46% | −2,711−5.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 47,990 | $4.08M | 0.35% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 47,633 | $4.05M | 0.29% | −230−0.5% | Reduced |
| First Manhattan Co | 47,514 | $4.04M | 0.01% | +6,757+16.6% | Added |
| CX Institutional | 47,375 | $4.03M | 0.24% | +6,861+16.9% | Added |
| Wright Investors Service Inc | 47,155 | $4.01M | 1.15% | +178+0.4% | Added |
| Cornerstone Wealth Group, LLC | 46,912 | $3.99M | 0.75% | +46,912 | New |
| Pathstone Family Office, LLC | 64,155 | $3.97M | 0.08% | +22,518+54.1% | Added |
| TownSquare Capital, LLC | 46,406 | $3.95M | 0.10% | +3,128+7.2% | Added |
| SkyOak Wealth, LLC | 46,105 | $3.92M | 1.32% | −1,102−2.3% | Reduced |
| Massmutual Trust Co FSB | 45,916 | $3.90M | 0.16% | −653−1.4% | Reduced |
| Sigma Planning Corp | 45,469 | $3.87M | 0.14% | −1,262−2.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 45,413 | $3.86M | 0.44% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 45,400 | $3.86M | 0.05% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 45,270 | $3.85M | 0.19% | +298+0.7% | Added |
| Comerica Securities,inc. | 44,874 | $3.82M | 0.27% | +100+0.2% | Added |
| Simon Quick Advisors, LLC | 44,589 | $3.79M | 0.45% | −73−0.2% | Reduced |
| Joel Isaacson & Co., LLC | 44,502 | $3.78M | 0.29% | +213+0.5% | Added |