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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 27,516 | $2.34M | 0.07% | −66−0.2% | Reduced |
| Carroll Investors, Inc | 27,312 | $2.32M | 2.46% | −63−0.2% | Reduced |
| Venture Visionary Partners LLC | 27,076 | $2.30M | 0.17% | −125−0.5% | Reduced |
| Next Level Private LLC | 26,248 | $2.30M | 1.69% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 26,676 | $2.29M | 1.53% | −42−0.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 26,951 | $2.29M | 0.09% | +26,951 | New |
| Dimension Capital Management LLC | 26,940 | $2.29M | 0.53% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 26,777 | $2.28M | 0.70% | −57−0.2% | Reduced |
| L2 Asset Management, LLC | 26,442 | $2.25M | 1.45% | +221+0.8% | Added |
| Culbertson A N & Co Inc | 26,185 | $2.23M | 0.47% | +40+0.2% | Added |
| Caldwell Trust Co | 26,153 | $2.22M | 0.31% | −81−0.3% | Reduced |
| HAP Trading, LLC | 25,765 | $2.19M | 0.36% | −10,915−29.8% | Reduced |
| Lakeview Capital Partners, LLC | 22,746 | $2.18M | 0.70% | −7,292−24.3% | Reduced |
| Freedom Day Solutions, LLC | 25,497 | $2.17M | 1.08% | −924−3.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 25,353 | $2.16M | 0.13% | +7,072+38.7% | Added |
| Vident Investment Advisory, LLC | 25,255 | $2.15M | 0.08% | +8,983+55.2% | Added |
| Foster & Motley Inc | 25,091 | $2.13M | 0.18% | −6,118−19.6% | Reduced |
| Texas Yale Capital Corp. | 24,908 | $2.12M | 0.12% | +15+0.1% | Added |
| Altrafin AG | 24,864 | $2.11M | 1.24% | −2,589−9.4% | Reduced |
| Meeder Advisory Services, Inc. | 24,798 | $2.11M | 0.27% | +24,798 | New |
| Greenwich Wealth Management LLC | 24,766 | $2.11M | 0.23% | −205−0.8% | Reduced |
| Advisory Services Network, LLC | 24,500 | $2.08M | 0.06% | +681+2.9% | Added |
| KMG Fiduciary Partners, LLC | 24,479 | $2.08M | 0.34% | +458+1.9% | Added |
| Ballentine Partners, LLC | 24,268 | $2.06M | 0.06% | +9,264+61.7% | Added |
| HCR Wealth Advisors | 24,248 | $2.06M | 0.43% | −992−3.9% | Reduced |
| Griffin Asset Management, Inc. | 24,093 | $2.05M | 0.31% | +984+4.3% | Added |
| Regions Financial Corp | 23,865 | $2.03M | 0.02% | +1,467+6.5% | Added |
| Koshinski Asset Management, Inc. | 23,836 | $2.03M | 0.20% | −364−1.5% | Reduced |
| Aigen Investment Management, LP | 23,540 | $2.00M | 0.28% | +11,241+91.4% | Added |
| Arcus Capital Partners, LLC | 23,538 | $2.00M | 0.80% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 23,533 | $2.00M | 0.81% | +2,445+11.6% | Added |
| Private Advisor Group, LLC | 91,367 | $1.99M | 0.10% | +6,082+7.1% | Added |
| Equitable Trust Co | 23,396 | $1.99M | 0.16% | −329−1.4% | Reduced |
| Stolper Co | 23,167 | $1.97M | 0.86% | −4,108−15.1% | Reduced |
| TCTC Holdings, LLC | 23,090 | $1.96M | 0.08% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 23,015 | $1.96M | 1.16% | +2,445+11.9% | Added |
| Caas Capital Management LP | 22,700 | $1.93M | 0.37% | +22,700 | New |
| Clarius Group, LLC | 22,659 | $1.93M | 0.17% | +747+3.4% | Added |
| We Are One Seven, LLC | 22,466 | $1.91M | 0.19% | +2,254+11.2% | Added |
| United Asset Strategies, Inc. | 22,423 | $1.91M | 0.27% | +1,995+9.8% | Added |
| Verition Fund Management LLC | 22,383 | $1.90M | 0.04% | +18+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 22,343 | $1.90M | 0.35% | +2,714+13.8% | Added |
| Boston Private Wealth LLC | 22,143 | $1.88M | 0.03% | −950−4.1% | Reduced |
| Sumitomo Life Insurance Co | 22,134 | $1.88M | 0.14% | −447−2.0% | Reduced |
| Apollon Wealth Management, LLC | 22,011 | $1.87M | 0.13% | +1,833+9.1% | Added |
| Goodwin Daniel L | 22,000 | $1.87M | 0.95% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 22,000 | $1.87M | 0.18% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 21,913 | $1.86M | 0.40% | +1,278+6.2% | Added |
| Arrow Financial Corp | 21,893 | $1.86M | 0.25% | −77−0.4% | Reduced |
| Capital Investment Counsel, Inc | 21,823 | $1.86M | 0.44% | +178+0.8% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.85M | 0.09% | 00.0% | Unchanged |
| Savant Capital, LLC | 21,827 | $1.85M | 0.05% | +672+3.2% | Added |
| Integrated Wealth Concepts LLC | 21,748 | $1.85M | 0.05% | −2,394−9.9% | Reduced |
| PGGM Investments | 21,739 | $1.85M | 0.03% | +4,002+22.6% | Added |
| Hudson Canyon Capital Management | 21,727 | $1.85M | 1.71% | −1,373−5.9% | Reduced |
| Cresset Asset Management, LLC | 27,697 | $1.85M | 0.02% | +2,730+10.9% | Added |
| InterOcean Capital Group, LLC | 21,705 | $1.85M | 0.07% | −5,715−20.8% | Reduced |
| Bank of New Hampshire | 21,686 | $1.84M | 0.56% | −668−3.0% | Reduced |
| IPG Investment Advisors LLC | 21,675 | $1.84M | 0.51% | −18,600−46.2% | Reduced |
| Horizon Investments, LLC | 21,758 | $1.83M | 0.05% | +8,146+59.8% | Added |
| Capital Investment Advisors, LLC | 21,510 | $1.83M | 0.06% | −990−4.4% | Reduced |
| Park Avenue Securities LLC | 21,449 | $1.82M | 0.03% | −5,967−21.8% | Reduced |
| Westwood Holdings Group Inc. | 21,451 | $1.82M | 0.02% | +1,637+8.3% | Added |
| Courier Capital LLC | 21,397 | $1.82M | 0.21% | −75−0.3% | Reduced |
| Sowell Financial Services LLC | 21,380 | $1.82M | 0.12% | +6,879+47.4% | Added |
| Perigon Wealth Management, LLC | 21,284 | $1.81M | 0.11% | +9,443+79.7% | Added |
| Toroso Investments, LLC | 21,245 | $1.81M | 0.07% | +799+3.9% | Added |
| Bleakley Financial Group, LLC | 21,174 | $1.80M | 0.06% | +21,174 | New |
| Tokio Marine Asset Management Co Ltd | 21,170 | $1.80M | 0.14% | +1,651+8.5% | Added |
| Ameliora Wealth Management Ltd. | 21,150 | $1.80M | 0.96% | 00.0% | Unchanged |
| Portman Square Capital LLP | 21,082 | $1.79M | 0.88% | +21,082 | New |
| Opus Investment Management Inc | 21,000 | $1.79M | 0.64% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 20,706 | $1.76M | 0.17% | −92−0.4% | Reduced |
| Community Bank, N.A. | 20,570 | $1.75M | 0.24% | +4,075+24.7% | Added |
| Veriti Management LLC | 20,529 | $1.75M | 0.23% | +2,170+11.8% | Added |
| Two Sigma Securities, LLC | 20,488 | $1.74M | 0.25% | +2,111+11.5% | Added |
| Kovitz Investment Group Partners, LLC | 20,475 | $1.74M | 0.03% | −122−0.6% | Reduced |
| YorkBridge Wealth Partners, LLC | 20,250 | $1.72M | 0.44% | 00.0% | Unchanged |
| Paralel Advisors LLC | 20,224 | $1.72M | 0.10% | +20,224 | New |
| Stratos Wealth Partners, LTD. | 19,960 | $1.70M | 0.04% | −1,103−5.2% | Reduced |
| Cunning Capital Partners, LP | 19,870 | $1.69M | 1.20% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 19,798 | $1.68M | 1.16% | −2,592−11.6% | Reduced |
| Baldwin Investment Management, LLC | 19,735 | $1.68M | 0.30% | −445−2.2% | Reduced |
| Sequoia Financial Advisors, LLC | 19,661 | $1.67M | 0.04% | −5,223−21.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 19,623 | $1.67M | 0.08% | −2,640−11.9% | Reduced |
| Castleark Management LLC | 19,600 | $1.67M | 0.09% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 19,574 | $1.66M | 0.07% | −2,242−10.3% | Reduced |
| Brown Brothers Harriman & Co | 19,344 | $1.64M | 0.01% | −1,128−5.5% | Reduced |
| Modera Wealth Management, LLC | 19,053 | $1.62M | 0.07% | +27+0.1% | Added |
| Harvest Investment Advisors, LLC | 19,029 | $1.62M | 1.52% | +19,029 | New |
| CAPROCK Group, Inc. | 19,021 | $1.62M | 0.15% | −60.0% | Reduced |
| Deltec Asset Management LLC | 19,000 | $1.62M | 0.46% | −2,000−9.5% | Reduced |
| United Capital Financial Advisers, LLC | 18,991 | $1.61M | 0.01% | +3,001+18.8% | Added |
| Forum Financial Management, LP | 18,953 | $1.61M | 0.05% | +218+1.2% | Added |
| Brasada Capital Management, LP | 18,831 | $1.60M | 0.37% | +193+1.0% | Added |
| Leavell Investment Management, Inc. | 18,777 | $1.60M | 0.12% | −3,109−14.2% | Reduced |
| DoubleLine ETF Adviser LP | 18,603 | $1.58M | 0.81% | +18,603 | New |
| Virtu Financial LLC | 18,439 | $1.57M | 0.21% | +6,568+55.3% | Added |
| Insight Inv LLC | 18,392 | $1.56M | 1.58% | +207+1.1% | Added |
| Pitcairn Co | 18,382 | $1.56M | 0.16% | −229−1.2% | Reduced |