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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 13,175 | $1.12M | 0.11% | +4,425+50.6% | Added |
| Cetera Advisors LLC | 13,891 | $1.12M | 0.02% | +4,865+53.9% | Added |
| Citizens Financial Group Inc | 13,074 | $1.11M | 0.04% | −53−0.4% | Reduced |
| Sawtooth Solutions, LLC | 13,021 | $1.11M | 0.15% | +1,153+9.7% | Added |
| Fulton Bank, N.A. | 13,021 | $1.11M | 0.06% | +459+3.7% | Added |
| Wintrust Investments LLC | 12,996 | $1.10M | 0.14% | +181+1.4% | Added |
| Columbia Trust Co 01012016 | 12,931 | $1.10M | 0.61% | −914−6.6% | Reduced |
| TLWM | 12,854 | $1.09M | 0.40% | +5,322+70.7% | Added |
| FourThought Financial Partners, LLC | 12,771 | $1.09M | 0.16% | +12,771 | New |
| Seeyond | 12,707 | $1.08M | 0.10% | +4,758+59.9% | Added |
| Affinity Investment Advisors, LLC | 12,653 | $1.08M | 0.49% | 00.0% | Unchanged |
| First National Trust Co | 12,625 | $1.07M | 0.06% | −163−1.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.07M | 0.44% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 12,561 | $1.07M | 0.12% | −27−0.2% | Reduced |
| Bard Financial Services, Inc. | 12,495 | $1.06M | 0.09% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 12,445 | $1.06M | 0.13% | +12,445 | New |
| Ashburton (Jersey) Ltd | 12,408 | $1.05M | 0.59% | −2,414−16.3% | Reduced |
| Lake Street Advisors Group, LLC | 12,304 | $1.05M | 0.07% | −958−7.2% | Reduced |
| Viewpoint Capital Management LLC | 12,285 | $1.04M | 1.01% | −50−0.4% | Reduced |
| Donald L. Hagan, LLC | 12,249 | $1.04M | 0.66% | +489+4.2% | Added |
| Gotham Asset Management, LLC | 12,243 | $1.04M | 0.03% | +1,965+19.1% | Added |
| Abbrea Capital, LLC | 12,198 | $1.04M | 0.19% | −1,459−10.7% | Reduced |
| Salem Investment Counselors Inc | 12,142 | $1.03M | 0.04% | −334−2.7% | Reduced |
| Gofen & Glossberg LLC | 12,097 | $1.03M | 0.03% | +2,440+25.3% | Added |
| Quent Capital, LLC | 12,060 | $1.03M | 0.19% | +563+4.9% | Added |
| Transamerica Financial Advisors, Inc. | 12,017 | $1.02M | 0.15% | +12,017 | New |
| Buckley Wealth Management, LLC | 11,993 | $1.02M | 0.37% | +89+0.7% | Added |
| WCG Wealth Advisors LLC | 11,985 | $1.02M | 0.14% | +885+8.0% | Added |
| Wealthcare Advisory Partners LLC | 11,967 | $1.02M | 0.05% | +474+4.1% | Added |
| Delta Asset Management LLC | 11,952 | $1.02M | 0.11% | −64−0.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 11,942 | $1.02M | 0.16% | +400+3.5% | Added |
| Financial Advisory Service, Inc. | 11,928 | $1.01M | 0.11% | +1,863+18.5% | Added |
| Berkshire Asset Management LLC | 11,876 | $1.01M | 0.06% | +73+0.6% | Added |
| J.W. Cole Advisors, Inc. | 11,830 | $1.01M | 0.08% | +386+3.4% | Added |
| Harbor Investment Advisory, LLC | 11,818 | $1.00M | 0.16% | −2,097−15.1% | Reduced |
| Kesler, Norman & Wride, LLC | 11,790 | $1.00M | 0.26% | −426−3.5% | Reduced |
| Berkeley Capital Partners, LLC | 11,753 | $999.2K | 0.39% | +441+3.9% | Added |
| Good Life Advisors, LLC | 11,730 | $997.4K | 0.14% | −276−2.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,681 | $993.1K | 0.15% | −28,239−70.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,659 | $991.3K | 0.11% | −88−0.7% | Reduced |
| Northwest & Ethical Investments L.P. | 11,651 | $990.6K | 0.03% | −1,068−8.4% | Reduced |
| Pacific Global Investment Management CO | 11,645 | $990.1K | 0.22% | +34+0.3% | Added |
| Northeast Financial Consultants Inc | 11,645 | $990.0K | 0.07% | −10,322−47.0% | Reduced |
| Central Bank & Trust Co | 11,628 | $988.6K | 0.19% | −4,278−26.9% | Reduced |
| Cape Ann Savings Bank | 11,511 | $978.7K | 0.72% | −85−0.7% | Reduced |
| Triangle Securities Wealth Management | 11,510 | $978.6K | 0.36% | −540−4.5% | Reduced |
| Mather Group, LLC. | 11,496 | $977.4K | 0.02% | +793+7.4% | Added |
| Amica Retiree Medical Trust | 11,454 | $974.0K | 1.25% | −509−4.3% | Reduced |
| Lansing Street Advisors | 11,425 | $971.4K | 0.67% | +115+1.0% | Added |
| HBK Sorce Advisory LLC | 11,424 | $971.0K | 0.03% | +5,467+91.8% | Added |
| Old National Bancorp | 11,411 | $970.0K | 0.03% | +371+3.4% | Added |
| Ar Asset Management Inc | 11,400 | $969.0K | 0.28% | 00.0% | Unchanged |
| GFG Capital, LLC | 11,313 | $961.8K | 0.22% | +41+0.4% | Added |
| Red Cedar Investment Management, LLC | 11,236 | $955.3K | 0.15% | +756+7.2% | Added |
| NCM Capital Management, LLC | 11,195 | $952.0K | 0.63% | 00.0% | Unchanged |
| Allworth Financial LP | 11,124 | $945.7K | 0.01% | −374−3.3% | Reduced |
| EverSource Wealth Advisors, LLC | 11,035 | $938.2K | 0.14% | −5,163−31.9% | Reduced |
| AMG National Trust Bank | 10,938 | $930.0K | 0.03% | −557−4.8% | Reduced |
| Marex Group plc | 10,854 | $922.9K | 0.13% | +10,854 | New |
| McDonald Partners LLC | 10,832 | $920.9K | 0.31% | −35−0.3% | Reduced |
| Atlas Private Wealth Advisors | 10,818 | $919.8K | 0.49% | −68−0.6% | Reduced |
| Washington Trust Co | 10,783 | $916.8K | 0.04% | +600+5.9% | Added |
| Baker Tilly Wealth Management, LLC | 10,781 | $916.6K | 0.11% | −127−1.2% | Reduced |
| Verdence Capital Advisors LLC | 10,776 | $916.2K | 0.11% | +2,529+30.7% | Added |
| Pallas Capital Advisors LLC | 9,473 | $911.7K | 0.09% | −602−6.0% | Reduced |
| Childress Capital Advisors, LLC | 10,692 | $909.0K | 0.30% | −349−3.2% | Reduced |
| Diversified Trust Co | 10,638 | $904.0K | 0.04% | +664+6.7% | Added |
| Vanguard Capital Wealth Advisors | 10,632 | $903.9K | 1.05% | −190−1.8% | Reduced |
| IFP Advisors, Inc | 16,674 | $890.0K | 0.03% | +252+1.5% | Added |
| Venturi Wealth Management, LLC | 10,386 | $883.1K | 0.08% | −59−0.6% | Reduced |
| Alpha DNA Investment Management LLC | 10,294 | $875.2K | 0.46% | +2,524+32.5% | Added |
| Proficio Capital Partners LLC | 10,247 | $871.2K | 0.16% | +1,495+17.1% | Added |
| Relyea Zuckerberg Hanson LLC | 10,238 | $870.4K | 0.25% | −13−0.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,136 | $861.8K | 0.56% | +13+0.1% | Added |
| Twin Capital Management Inc | 10,081 | $857.0K | 0.11% | +1,119+12.5% | Added |
| Calamos Wealth Management LLC | 10,031 | $852.8K | 0.07% | −77−0.8% | Reduced |
| Voya Financial Advisors, Inc. | 10,003 | $852.7K | 0.11% | −43−0.4% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $850.2K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 9,997 | $850.0K | 0.02% | +99+1.0% | Added |
| Zeke Capital Advisors, LLC | 9,992 | $849.5K | 0.06% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 9,976 | $848.2K | 0.07% | +650+7.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,948 | $845.8K | 0.29% | +143+1.5% | Added |
| Wedmont Private Capital | 9,650 | $845.0K | 0.13% | +1,703+21.4% | Added |
| First Horizon Advisors, Inc. | 9,933 | $844.5K | 0.03% | −1,170−10.5% | Reduced |
| Mork Capital Management, LLC | 9,930 | $844.2K | 0.65% | +9,930 | New |
| Hodges Capital Management Inc. | 9,911 | $843.0K | 0.07% | +9,911 | New |
| Mutual Advisors, LLC | 9,911 | $842.6K | 0.04% | +1,141+13.0% | Added |
| Silvercrest Asset Management Group LLC | 9,879 | $839.9K | 0.01% | +317+3.3% | Added |
| Brighton Jones LLC | 9,790 | $832.3K | 0.05% | −1,504−13.3% | Reduced |
| Private Trust Co NA | 9,759 | $830.0K | 0.12% | −196−2.0% | Reduced |
| Asset Dedication, LLC | 9,768 | $830.0K | 0.08% | +480+5.2% | Added |
| Avidian Wealth Solutions, LLC | 9,760 | $829.8K | 0.05% | +3,751+62.4% | Added |
| Brookstone Capital Management | 9,476 | $829.8K | 0.02% | −92−1.0% | Reduced |
| Garner Asset Management Corp | 9,745 | $829.0K | 0.41% | +462+5.0% | Added |
| Qsemble Capital Management, LP | 9,700 | $824.7K | 0.57% | +9,700 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 9,076 | $821.6K | 0.50% | +148+1.7% | Added |
| Parcion Private Wealth LLC | 9,638 | $819.4K | 0.09% | +100+1.0% | Added |
| Magnus Financial Group LLC | 9,597 | $815.9K | 0.13% | +366+4.0% | Added |
| AdvisorNet Financial, Inc | 9,586 | $815.0K | 0.08% | −9,420−49.6% | Reduced |
| Pennsylvania Capital Management Inc | 9,103 | $814.1K | 0.43% | −756−7.7% | Reduced |