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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 43,752 | $3.72M | 0.06% | +3,641+9.1% | Added |
| Power Corp of Canada | 43,731 | $3.72M | 0.67% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 43,197 | $3.67M | 0.06% | −48,589−52.9% | Reduced |
| Atria Wealth Solutions, Inc. | 43,169 | $3.67M | 0.06% | −5,478−11.3% | Reduced |
| KCS Wealth Advisory | 43,116 | $3.67M | 1.52% | +754+1.8% | Added |
| Parallel Advisors, LLC | 42,911 | $3.65M | 0.16% | +3,324+8.4% | Added |
| Mayflower Financial Advisors, LLC | 42,794 | $3.64M | 0.51% | −2,101−4.7% | Reduced |
| Adell Harriman & Carpenter Inc | 42,441 | $3.61M | 0.41% | +598+1.4% | Added |
| Occudo Quantitative Strategies LP | 42,235 | $3.59M | 0.42% | +42,235 | New |
| Huntington National Bank | 42,231 | $3.59M | 0.04% | −703−1.6% | Reduced |
| Cypress Financial Planning LLC | 41,660 | $3.57M | 2.39% | +40.0% | Added |
| Banque Cantonale Vaudoise | 41,735 | $3.55M | 0.19% | −10,740−20.5% | Reduced |
| Regent Investment Management LLC | 41,625 | $3.54M | 0.95% | −745−1.8% | Reduced |
| Tocqueville Asset Management L.P. | 41,489 | $3.53M | 0.07% | +130.0% | Added |
| Level Four Advisory Services, LLC | 41,485 | $3.53M | 0.26% | −3,630−8.0% | Reduced |
| National Asset Management, Inc. | 41,462 | $3.53M | 0.10% | +2,155+5.5% | Added |
| Roanoke Asset Management Corp | 41,333 | $3.51M | 1.60% | −3,315−7.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 41,318 | $3.51M | 0.09% | −8,420−16.9% | Reduced |
| LGT Group Foundation | 41,296 | $3.51M | 0.11% | −1,906−4.4% | Reduced |
| Synovus Financial Corp | 41,219 | $3.50M | 0.04% | +7,362+21.7% | Added |
| Beacon Pointe Advisors, LLC | 40,952 | $3.48M | 0.07% | +2,355+6.1% | Added |
| Veritable, L.P. | 40,899 | $3.48M | 0.06% | −4,554−10.0% | Reduced |
| Lincoln National Corp | 40,552 | $3.42M | 0.08% | +4,377+12.1% | Added |
| Loomis Sayles & Co L P | 40,129 | $3.41M | 0.01% | −6,591−14.1% | Reduced |
| Jackson Wealth Management, LLC | 40,098 | $3.41M | 1.25% | −18,302−31.3% | Reduced |
| Avantax Advisory Services, Inc. | 39,552 | $3.36M | 0.04% | +927+2.4% | Added |
| Metis Global Partners, LLC | 39,491 | $3.36M | 0.30% | +19,939+102.0% | Added |
| Federation des caisses Desjardins du Quebec | 39,487 | $3.36M | 0.04% | −801−2.0% | Reduced |
| Maltese Capital Management LLC | 39,400 | $3.35M | 0.93% | −200−0.5% | Reduced |
| Transcend Wealth Collective, LLC | 38,528 | $3.28M | 0.36% | −10,445−21.3% | Reduced |
| Greenleaf Trust | 38,412 | $3.27M | 0.04% | +238+0.6% | Added |
| Moody National Bank Trust Division | 38,113 | $3.24M | 0.28% | +937+2.5% | Added |
| Linscomb & Williams, Inc. | 38,107 | $3.24M | 0.16% | +7,041+22.7% | Added |
| Williams Jones Wealth Management, LLC. | 38,088 | $3.24M | 0.05% | +288+0.8% | Added |
| Stock Yards Bank & Trust Co | 38,077 | $3.24M | 0.13% | +1,732+4.8% | Added |
| Asio Capital, LLC | 38,043 | $3.23M | 0.93% | −1,287−3.3% | Reduced |
| United Fire Group Inc | 38,000 | $3.23M | 1.91% | 00.0% | Unchanged |
| Lincluden Management Ltd | 37,909 | $3.22M | 0.38% | −282−0.7% | Reduced |
| Shell Asset Management Co | 37,563 | $3.19M | 0.14% | −6,527−14.8% | Reduced |
| Clough Capital Partners L P | 37,500 | $3.19M | 0.32% | +37,500 | New |
| Foundations Investment Advisors, LLC | 37,462 | $3.18M | 0.13% | +21,047+128.2% | Added |
| Sculati Wealth Management, LLC | 37,367 | $3.18M | 1.78% | −1,600−4.1% | Reduced |
| Integrated Advisors Network LLC | 37,321 | $3.17M | 0.20% | −400−1.1% | Reduced |
| DuPont Capital Management Corp | 37,268 | $3.17M | 0.15% | −23,331−38.5% | Reduced |
| Empirical Finance, LLC | 37,255 | $3.17M | 0.33% | +2,582+7.4% | Added |
| Industrial Alliance Investment Management Inc. | 37,170 | $3.16M | 0.09% | −421−1.1% | Reduced |
| Xcel Wealth Management, LLC | 37,033 | $3.15M | 1.24% | −8,250−18.2% | Reduced |
| Patten & Patten Inc | 36,874 | $3.13M | 0.28% | −488−1.3% | Reduced |
| Wetherby Asset Management Inc | 36,796 | $3.13M | 0.20% | +505+1.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 36,652 | $3.12M | 1.01% | +10,128+38.2% | Added |
| Investment Management Corp of Ontario | 36,641 | $3.12M | 0.15% | +36,641 | New |
| Siemens Fonds Invest GmbH | 36,325 | $3.09M | 0.31% | −60−0.2% | Reduced |
| Alley Investment Management Company, LLC | 36,039 | $3.06M | 0.53% | +36,039 | New |
| Aspen Grove Capital, LLC | 35,921 | $3.05M | 1.41% | +35,921 | New |
| Geneos Wealth Management Inc. | 35,639 | $3.03M | 0.18% | +2,321+7.0% | Added |
| Everence Capital Management Inc | 35,391 | $3.01M | 0.26% | −1,350−3.7% | Reduced |
| Marathon Trading Investment Management LLC | 35,371 | $3.01M | 2.00% | +35,371 | New |
| HB Wealth Management, LLC | 35,349 | $3.01M | 0.05% | +1,335+3.9% | Added |
| Leonteq Securities AG | 35,313 | $3.00M | 0.16% | +35,313 | New |
| KCM Investment Advisors LLC | 35,061 | $2.98M | 0.13% | +968+2.8% | Added |
| Otter Creek Advisors, LLC | 35,000 | $2.98M | 2.65% | +35,000 | New |
| BOK Financial Private Wealth, Inc. | 34,797 | $2.96M | 0.25% | −315−0.9% | Reduced |
| Hancock Whitney Corp | 34,543 | $2.94M | 0.11% | −1,616−4.5% | Reduced |
| TBH Global Asset Management, LLC | 34,103 | $2.90M | 0.70% | −3,413−9.1% | Reduced |
| Meritage Portfolio Management | 33,973 | $2.89M | 0.23% | +1,321+4.0% | Added |
| Raymond James Trust N.A. | 33,259 | $2.83M | 0.10% | +112+0.3% | Added |
| Pinnacle Wealth Management Group, Inc. | 33,058 | $2.81M | 2.49% | −150−0.5% | Reduced |
| Rpo LLC | 32,900 | $2.80M | 1.09% | −16,677−33.6% | Reduced |
| Van Eck Associates Corp | 32,685 | $2.78M | 0.01% | +2,382+7.9% | Added |
| Federated Hermes, Inc. | 32,559 | $2.77M | 0.01% | +197+0.6% | Added |
| Northeast Investment Management | 32,285 | $2.75M | 0.17% | +889+2.8% | Added |
| Community Trust & Investment Co | 32,173 | $2.74M | 0.25% | −1,007−3.0% | Reduced |
| Coastline Trust Co | 31,825 | $2.71M | 0.40% | −985−3.0% | Reduced |
| Lido Advisors, LLC | 31,710 | $2.70M | 0.05% | +1,469+4.9% | Added |
| City Holding Co | 31,618 | $2.69M | 0.50% | +305+1.0% | Added |
| Symmetry Partners, LLC | 31,264 | $2.66M | 0.16% | −1,295−4.0% | Reduced |
| Occidental Asset Management, LLC | 31,041 | $2.64M | 0.72% | +560+1.8% | Added |
| Meiji Yasuda Life Insurance Co | 30,761 | $2.62M | 0.06% | −3,391−9.9% | Reduced |
| Hunter Associates Investment Management LLC | 30,671 | $2.61M | 0.63% | −2,537−7.6% | Reduced |
| Vestcor Inc | 30,545 | $2.60M | 0.10% | −366−1.2% | Reduced |
| Gries Financial LLC | 30,389 | $2.58M | 0.86% | +9,773+47.4% | Added |
| Lazard Asset Management LLC | 30,292 | $2.58M | 0.00% | +13,174+77.0% | Added |
| Quantinno Capital Management LP | 30,131 | $2.56M | 0.19% | +13,518+81.4% | Added |
| Gifford Fong Associates | 30,000 | $2.55M | 0.58% | 00.0% | Unchanged |
| Lipe & Dalton | 29,982 | $2.55M | 1.47% | −848−2.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 29,900 | $2.54M | 0.30% | +29,900 | New |
| Mark Stevens | 29,774 | $2.53M | 0.33% | −6,401−17.7% | Reduced |
| Palisade Asset Management, LLC | 29,616 | $2.52M | 0.29% | +522+1.8% | Added |
| LMCG Investments, LLC | 29,561 | $2.51M | 0.18% | −891−2.9% | Reduced |
| Carret Asset Management, LLC | 29,353 | $2.50M | 0.34% | −70−0.2% | Reduced |
| Cubist Systematic Strategies, LLC | 29,242 | $2.49M | 0.02% | −52,344−64.2% | Reduced |
| Pacer Advisors, Inc. | 29,092 | $2.47M | 0.01% | +3,354+13.0% | Added |
| Tower Research Capital LLC (TRC) | 28,340 | $2.41M | 0.10% | −99,166−77.8% | Reduced |
| Morse Asset Management, Inc | 28,298 | $2.41M | 0.87% | +2,185+8.4% | Added |
| Ritholtz Wealth Management | 28,252 | $2.40M | 0.13% | −7,237−20.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 28,190 | $2.40M | 0.03% | −140.0% | Reduced |
| Axxcess Wealth Management, LLC | 28,152 | $2.39M | 0.20% | −724−2.5% | Reduced |
| Centiva Capital, LP | 28,145 | $2.39M | 0.20% | +2,522+9.8% | Added |
| Hoey Investments, Inc | 27,852 | $2.37M | 1.03% | −3,725−11.8% | Reduced |
| Union Heritage Capital, LLC | 27,747 | $2.36M | 1.44% | 00.0% | Unchanged |