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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 18,343 | $1.56M | 0.10% | +6,279+52.0% | Added |
| Acropolis Investment Management, LLC | 18,193 | $1.55M | 0.14% | +90.0% | Added |
| Abbot Financial Management, Inc. | 18,145 | $1.54M | 1.06% | −875−4.6% | Reduced |
| Phoenix Holdings Ltd. | 18,141 | $1.54M | 0.03% | −13,682−43.0% | Reduced |
| Colony Group LLC | 18,062 | $1.54M | 0.02% | +9,727+116.7% | Added |
| CoreCap Advisors, LLC | 17,945 | $1.53M | 0.11% | +2,298+14.7% | Added |
| NVWM, LLC | 17,899 | $1.52M | 0.55% | +24+0.1% | Added |
| Decatur Capital Management, Inc. | 17,742 | $1.51M | 1.09% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $1.51M | 1.31% | 00.0% | Unchanged |
| Intrust Bank NA | 17,653 | $1.50M | 0.21% | +250+1.4% | Added |
| Charles Carroll Financial Partners, LLC | 17,478 | $1.49M | 2.30% | −1,350−7.2% | Reduced |
| Chemung Canal Trust Co | 17,386 | $1.48M | 0.34% | −715−4.0% | Reduced |
| Redwood Investment Management, LLC | 17,367 | $1.48M | 0.20% | −1,581−8.3% | Reduced |
| Systematic Alpha Investments, LLC | 17,326 | $1.47M | 0.07% | 00.0% | Unchanged |
| Trust Investment Advisors | 17,265 | $1.47M | 1.38% | −165−0.9% | Reduced |
| Equitable Holdings, Inc. | 17,242 | $1.47M | 0.03% | +1,954+12.8% | Added |
| Institute for Wealth Management, LLC. | 17,143 | $1.46M | 0.31% | −845−4.7% | Reduced |
| Shelton Capital Management | 17,100 | $1.45M | 0.15% | −121,275−87.6% | Reduced |
| Vise Technologies, Inc. | 17,098 | $1.45M | 0.45% | +2,324+15.7% | Added |
| Checchi Capital Advisers, LLC | 17,067 | $1.45M | 0.15% | −128−0.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 17,012 | $1.45M | 0.03% | −178−1.0% | Reduced |
| Merit Financial Group, LLC | 16,978 | $1.44M | 0.05% | +20+0.1% | Added |
| Oak Asset Management, LLC | 16,928 | $1.44M | 0.65% | −25−0.1% | Reduced |
| Strategic Advisors LLC | 16,891 | $1.44M | 0.32% | +70.0% | Added |
| Altman Advisors, Inc. | 16,025 | $1.43M | 0.88% | −580−3.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 16,669 | $1.42M | 0.07% | +30.0% | Added |
| Bryn Mawr Trust Co | 16,602 | $1.41M | 0.06% | −81−0.5% | Reduced |
| Saba Capital Management, L.P. | 16,594 | $1.41M | 0.02% | −46,042−73.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 16,576 | $1.41M | 0.05% | −10,430−38.6% | Reduced |
| Quadrant Capital Group LLC | 16,428 | $1.40M | 0.16% | +3,702+29.1% | Added |
| Desjardins Global Asset Management Inc. | 16,415 | $1.40M | 0.22% | −7,683−31.9% | Reduced |
| Congress Wealth Management LLC | 16,407 | $1.39M | 0.04% | −61−0.4% | Reduced |
| White Pine Capital LLC | 16,230 | $1.38M | 0.54% | +170+1.1% | Added |
| Essex Investment Management Co LLC | 16,220 | $1.38M | 0.21% | −876−5.1% | Reduced |
| Argus Investors' Counsel, Inc. | 16,200 | $1.38M | 1.11% | +80+0.5% | Added |
| Am Investment Strategies LLC | 16,197 | $1.38M | 0.49% | +116+0.7% | Added |
| Profund Advisors LLC | 16,184 | $1.38M | 0.09% | +1,332+9.0% | Added |
| Meridian Wealth Management, LLC | 16,116 | $1.37M | 0.13% | +162+1.0% | Added |
| Allen Investment Management LLC | 16,005 | $1.36M | 0.02% | −309−1.9% | Reduced |
| Centaurus Financial, Inc. | 15,989 | $1.36M | 0.13% | −1,244−7.2% | Reduced |
| Capital Markets Trading UK LLP | 15,928 | $1.35M | 3.58% | +15,928 | New |
| Wolff Wiese Magana LLC | 15,857 | $1.35M | 1.16% | +985+6.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 15,853 | $1.35M | 0.35% | −500−3.1% | Reduced |
| King Luther Capital Management Corp | 15,789 | $1.34M | 0.01% | −339−2.1% | Reduced |
| Trust Asset Management LLC | 15,782 | $1.34M | 0.17% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 15,699 | $1.33M | 0.05% | +5,515+54.2% | Added |
| Neville Rodie & Shaw Inc | 15,655 | $1.33M | 0.13% | −5,775−26.9% | Reduced |
| Chesapeake Wealth Management | 15,635 | $1.33M | 0.58% | +910+6.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 15,610 | $1.33M | 0.48% | +1,866+13.6% | Added |
| Covenant Asset Management, LLC | 15,601 | $1.33M | 0.48% | +12,979+495.0% | Added |
| Paradigm Asset Management Co LLC | 15,600 | $1.33M | 0.37% | +15,600 | New |
| 1st Source Bank | 15,589 | $1.33M | 0.09% | −190−1.2% | Reduced |
| Cigna Investments Inc | 15,558 | $1.32M | 0.28% | −169−1.1% | Reduced |
| Mystic Asset Management, Inc. | 15,510 | $1.32M | 0.75% | −10−0.1% | Reduced |
| Dakota Wealth Management | 15,452 | $1.31M | 0.09% | +3,312+27.3% | Added |
| Financial Counselors Inc | 15,411 | $1.31M | 0.03% | +494+3.3% | Added |
| Bradley Foster & Sargent Inc | 15,391 | $1.31M | 0.03% | −132−0.9% | Reduced |
| Somerset Trust Co | 15,377 | $1.31M | 0.55% | +195+1.3% | Added |
| ExodusPoint Capital Management, LP | 15,375 | $1.31M | 0.02% | +15,375 | New |
| ARGI Investment Services, LLC | 15,305 | $1.30M | 0.04% | −727−4.5% | Reduced |
| Long Run Wealth Advisors, LLC | 15,300 | $1.30M | 0.47% | +285+1.9% | Added |
| SeaCrest Wealth Management, LLC | 15,239 | $1.30M | 0.19% | +970+6.8% | Added |
| GPS Wealth Strategies Group, LLC | 15,218 | $1.29M | 0.39% | +375+2.5% | Added |
| IFG Advisory, LLC | 15,141 | $1.29M | 0.13% | −943−5.9% | Reduced |
| Washburn Capital Management, Inc. | 15,101 | $1.28M | 1.17% | +496+3.4% | Added |
| Green Harvest Asset Management LLC | 15,086 | $1.28M | 0.06% | +15,086 | New |
| Delphi Management Inc | 15,079 | $1.28M | 1.55% | +15,079 | New |
| Schear Investment Advisers, LLC | 15,048 | $1.28M | 1.58% | +15,048 | New |
| Parkside Investments, LLC | 15,000 | $1.28M | 0.25% | 00.0% | Unchanged |
| Zenyatta Capital Management LP | 15,000 | $1.28M | 0.71% | +15,000 | New |
| Diligent Investors, LLC | 14,878 | $1.26M | 0.41% | −398−2.6% | Reduced |
| South State Corp. | 14,844 | $1.26M | 0.12% | +374+2.6% | Added |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.25M | 0.56% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 14,602 | $1.24M | 0.57% | +1,427+10.8% | Added |
| SevenBridge Financial Group, LLC | 14,565 | $1.24M | 0.36% | 00.0% | Unchanged |
| Krilogy Financial LLC | 14,548 | $1.24M | 0.12% | +14,548 | New |
| Fund Management at Engine No. 1 LLC | 14,513 | $1.23M | 0.30% | +1,638+12.7% | Added |
| Duff & Phelps Investment Management Co | 14,501 | $1.23M | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,438 | $1.23M | 0.07% | +3,759+35.2% | Added |
| Zullo Investment Group, Inc. | 14,394 | $1.22M | 0.75% | −21−0.1% | Reduced |
| River Street Advisors LLC | 14,340 | $1.22M | 1.31% | +14,340 | New |
| Ironwood Investment Counsel, LLC | 14,333 | $1.22M | 0.30% | +175+1.2% | Added |
| Mach-1 Financial Group, Inc. | 14,291 | $1.21M | 0.57% | +9,594+204.3% | Added |
| New England Research & Management, Inc. | 14,242 | $1.21M | 0.70% | +4,300+43.3% | Added |
| Salzhauer Michael | 14,180 | $1.21M | 0.73% | +7,040+98.6% | Added |
| Wealthspire Advisors, LLC | 13,976 | $1.19M | 0.02% | +4,101+41.5% | Added |
| S&CO Inc | 13,915 | $1.18M | 0.10% | 00.0% | Unchanged |
| Boston Partners | 13,890 | $1.18M | 0.00% | +322+2.4% | Added |
| SYSTM Wealth Solutions LLC | 13,868 | $1.18M | 0.15% | +13,868 | New |
| Strategic Investment Advisors | 13,796 | $1.17M | 0.24% | +288+2.1% | Added |
| Belpointe Asset Management LLC | 13,668 | $1.16M | 0.07% | −6,392−31.9% | Reduced |
| Investors Research Corp | 13,666 | $1.16M | 0.31% | +250+1.9% | Added |
| Waterfront Wealth Inc. | 11,935 | $1.16M | 0.40% | −648−5.1% | Reduced |
| Whittier Trust Co | 13,593 | $1.16M | 0.02% | +839+6.6% | Added |
| Howland Capital Management LLC | 13,527 | $1.15M | 0.07% | 00.0% | Unchanged |
| Systematic Financial Management LP | 13,500 | $1.15M | 0.04% | 00.0% | Unchanged |
| Excalibur Management Corp | 13,416 | $1.14M | 0.60% | −65−0.5% | Reduced |
| Valeo Financial Advisors, LLC | 13,235 | $1.13M | 0.06% | +4,271+47.6% | Added |
| Dorsey & Whitney Trust CO LLC | 13,269 | $1.12M | 0.11% | +542+4.3% | Added |
| Moors & Cabot, Inc. | 13,222 | $1.12M | 0.08% | −3,299−20.0% | Reduced |