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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

Q1 2023 vs. Q4 2022

How the institutions holding Morgan Stanley changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of MS: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders1,682341,674+26
Shares1.41B720.5K1.43B+18.2M (+1.3%)
Value$120.2B$91.4M$124.1B+$3.90B (+3.2%)

34 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (145)

Institutions that held Morgan Stanley at the end of Q1 2023 but not at the end of Q4 2022.

Showing the largest 100 of 145 by value.

Institutions new to MS in Q1 2023
InstitutionSharesValue% of portfolio
Canoe Financial LP709,275$62.3M0.87%
Eisler Capital (UK) Ltd.562,736$49.4M4.27%
Zurich Insurance Group Ltd417,380$36.6M0.46%
Meitav Dash Investments Ltd310,400$26.7M0.46%
Abn Amro Investment Solutions138,812$12.2M0.25%
Gillson Capital LP123,691$10.9M0.90%
Wealth Enhancement Advisory Services, LLC110,382$9.69M0.11%
Chilton Investment Co LLC96,188$8.45M0.26%
Twinbeech Capital LP76,310$6.70M0.14%
Canandaigua National Bank & Trust Co52,164$4.58M0.77%
Providence Capital Advisors, LLC46,800$4.11M1.09%
Parallax Volatility Advisers, L.P.45,628$4.01M0.14%
Vestor Capital, LLC44,149$3.88M0.46%
Tradewinds, LLC.42,396$3.72M2.26%
Vinva Investment Management Ltd40,040$3.45M0.29%
Evexia Wealth LLC38,662$3.24M1.74%
Bayesian Capital Management, LP32,900$2.89M0.36%
TCG Advisory Services, LLC31,457$2.76M0.58%
Richard P Slaughter Associates Inc29,120$2.56M0.84%
Alberta Investment Management Corp28,500$2.50M0.02%
Walleye Capital LLC22,257$1.95M0.04%
Nippon Life Global Investors Americas, Inc.21,750$1.91M0.12%
Scholtz & Company, LLC21,737$1.91M1.36%
Eisler Capital (US) LLC21,341$1.87M0.95%
Harbor Capital Advisors, Inc.20,162$1.77M0.51%
Crestline Management, LP20,000$1.76M0.21%
Gsa Capital Partners LLP17,488$1.53M0.15%
Northcape Wealth Management, LLC17,255$1.51M0.55%
LGT Fund Management Co Ltd.17,140$1.50M0.64%
Brookfield Asset Management Inc.15,918$1.40M0.01%
Avalon Trust Co15,600$1.37M0.14%
Engineers Gate Manager LP14,018$1.23M0.05%
Quantamental Technologies LLC13,988$1.23M0.66%
Nilsine Partners, LLC13,309$1.17M0.18%
Balentine LLC13,274$1.17M0.04%
Axq Capital, LP13,000$1.14M0.45%
Harbour Capital Advisors, LLC12,425$1.09M0.33%
Perpetual Ltd12,312$1.08M0.01%
Ostrum Asset Management11,900$1.04M0.09%
PFG Investments, LLC11,697$1.03M0.21%
Beacon Financial Group11,335$952.0K0.13%
Golden State Equity Partners10,375$910.9K0.49%
Raffles Associates LP10,000$878.0K1.20%
Acrisure Capital Management, LLC8,370$734.9K0.74%
AlphaCore Capital LLC8,192$719.3K0.19%
V-Square Quantitative Management LLC8,169$717.2K0.66%
Blueshift Asset Management, LLC7,985$701.1K0.29%
Mirabella Financial Services LLP7,710$676.9K0.14%
Empower Advisory Group, LLC7,313$637.4K0.00%
Marble Harbor Investment Counsel, LLC7,233$635.1K0.08%
Menard Financial Group LLC7,125$625.6K1.45%
Oak Thistle LLC7,050$619.0K0.37%
Maven Securities LTD6,718$589.8K0.09%
Teza Capital Management LLC6,459$567.1K0.12%
LMR Partners LLP6,432$564.7K0.01%
Rational Advisors LLC6,374$559.6K0.05%
Legacy Capital Group California, Inc.5,725$502.7K0.25%
Central Asset Investments & Management Holdings (HK) Ltd5,600$491.7K0.52%
PDS Planning, Inc5,078$445.8K0.06%
Cornerstone Wealth Management, LLC5,051$443.4K0.04%
C2C Wealth Management, LLC5,121$437.6K0.07%
IAM Advisory, LLC4,869$427.5K0.15%
Fifth Third Wealth Advisors LLC4,712$413.7K0.77%
Lion Street Advisors, LLC4,343$381.3K0.12%
Infrastructure Capital Advisors, LLC4,052$355.8K0.07%
Imprint Wealth LLC3,947$346.6K0.23%
Concord Asset Management, LLC3,912$343.4K0.14%
Eagle Asset Management Inc3,794$333.0K0.00%
Sentinus, LLC3,768$330.8K0.11%
Sender Co & Partners, Inc.3,683$323.4K1.17%
Icon Wealth Partners, LLC3,665$321.8K0.04%
MQS Management LLC3,648$320.3K0.21%
World Equity Group, Inc.42,956$306.9K0.05%
Liberty Wealth Management LLC3,467$299.9K0.06%
Great Lakes Advisors, LLC3,290$288.9K0.00%
Journey Advisory Group, LLC3,187$279.8K0.04%
Provence Wealth Management Group3,143$276.0K0.18%
Belvedere Trading LLC3,088$271.1K0.12%
Goldstone Financial Group, LLC2,978$261.5K0.09%
NBW Capital LLC2,902$254.8K0.06%
Asahi Life Asset Management Co., Ltd.2,870$252.0K0.08%
Fortis Group Advisors, LLC2,779$250.0K0.08%
Chatham Capital Group, Inc.2,791$245.1K0.05%
Keel Point, LLC2,744$240.9K0.03%
Founders Financial Securities LLC2,720$238.8K0.03%
La Financiere de L'Echiquier2,700$237.1K0.01%
HBW Advisory Services LLC2,696$237.0K0.06%
Daymark Wealth Partners, LLC2,656$233.2K0.03%
Ropes Wealth Advisors LLC2,655$233.2K0.04%
Pinnacle Financial Partners Inc2,650$232.7K0.01%
Pictet & Cie (Europe) SA2,557$224.5K0.01%
Fiduciary Group LLC2,554$224.2K0.03%
Lifestyle Asset Management, Inc.2,530$222.1K0.15%
Flynn Zito Capital Management, LLC2,521$221.3K0.16%
Ofi Invest Asset Management19,431,194$221.3K1.14%
Ethos Financial Group, LLC2,512$220.6K0.07%
Farmers & Merchants Trust Co of Long Beach2,501$219.6K0.06%
Gruss & Co., LLC2,500$219.5K1.39%
Oxford Financial Group Ltd2,497$219.2K0.02%
Boothbay Fund Management, LLC2,375$208.5K0.01%

Sold out (119)

Institutions that held Morgan Stanley at the end of Q4 2022 and filed for Q1 2023 without it.

Showing the largest 100 of 119 by value.

Institutions that sold out of MS in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Sound Shore Management Inc619,501$52.7M
Walleye Trading LLC318,886$27.1M
Ergoteles LLC266,252$22.6M
Point72 Asset Management, L.P.237,192$20.2M
Squarepoint Ops LLC225,527$19.2M
Teewinot Capital Advisers, L.L.C.185,903$15.8M
HRT Financial LP174,658$14.8M
Kettle Hill Capital Management, LLC140,182$11.9M
Fullerton Fund Management Co Ltd.116,159$9.88M
Mizuho Markets Cayman LP83,632$7.11M
Holocene Advisors, LP75,998$6.46M
Virginia Retirement Systems Et Al67,200$5.71M
Chiron Investment Management, LLC65,713$5.59M
Bridgewater Associates, LP62,501$5.31M
Point72 Europe (London) LLP57,993$4.93M
Schonfeld Strategic Advisors LLC54,730$4.65M
Occudo Quantitative Strategies LP42,235$3.59M
Jackson Wealth Management, LLC40,098$3.41M
Otter Creek Advisors, LLC35,000$2.98M
TBH Global Asset Management, LLC34,103$2.90M
Rpo LLC32,900$2.80M
Cubist Systematic Strategies, LLC29,242$2.49M
HAP Trading, LLC25,765$2.19M
Aigen Investment Management, LP23,540$2.00M
Portman Square Capital LLP21,082$1.79M
Phoenix Holdings Ltd.18,141$1.54M
Redwood Investment Management, LLC17,367$1.48M
Saba Capital Management, L.P.16,594$1.41M
Capital Markets Trading UK LLP15,928$1.35M
Zenyatta Capital Management LP15,000$1.28M
Boston Partners13,890$1.18M
Marex Group plc10,854$922.9K
Childress Capital Advisors, LLC10,692$909.0K
Qsemble Capital Management, LP9,700$824.7K
Stableford Capital II LLC9,109$798.3K
Warther Private Wealth, LLC9,355$795.4K
NWK Group, Inc.9,348$794.8K
Outlook Wealth Advisors, LLC8,964$762.2K
Diametric Capital, LP8,406$714.7K
Cutler Group LP8,120$690.0K
Woodmont Investment Counsel LLC8,104$689.0K
Johnson & White Wealth Management, LLC3,709$666.0K
Ibex Wealth Advisors6,707$570.0K
One River Asset Management, LLC6,235$530.8K
Healthcare of Ontario Pension Plan Trust Fund5,646$480.0K
Prelude Capital Management, LLC5,635$479.1K
Morris Retirement Advisors, LLC5,566$473.2K
CMT Capital Markets Trading GmbH5,500$468.0K
Mirova4,735$402.6K
Perritt Capital Management Inc4,530$385.1K
Jump Financial, LLC4,503$382.8K
Poplar Forest Capital LLC4,161$353.8K
Money Concepts Capital Corp4,127$350.9K
Cutter & CO Brokerage, Inc.4,070$346.1K
Carnegie Capital Asset Management, LLC4,037$343.2K
Richard W. Paul & Associates, LLC3,914$332.7K
Quarry LP3,876$329.5K
BBR Partners, LLC3,860$328.2K
Bridgefront Capital, LLC3,852$327.5K
Per Stirling Capital Management, LLC.3,266$277.7K
Gratus Capital LLC3,067$260.8K
First Affirmative Financial Network3,058$260.0K
IMPACTfolio, LLC3,033$258.0K
Leisure Capital Management2,904$246.9K
Michael B. Yongue2,838$241.3K
Clear Creek Financial Management, LLC2,800$238.1K
Detalus Advisors, LLC2,800$238.1K
Novare Capital Management LLC2,775$235.9K
Raleigh Capital Management Inc.2,767$235.3K
Bluefin Capital Management, LLC2,740$233.0K
FSB Premier Wealth Management, Inc.2,714$230.7K
Journey Strategic Wealth LLC2,662$226.4K
Fort Sheridan Advisors LLC2,512$213.5K
Cipher Capital LP2,476$210.5K
Washington Trust Bank2,431$207.0K
TrueWealth Advisors, LLC2,415$205.3K
Smallwood Wealth Investment Management, LLC2,403$204.3K
MBL Wealth, LLC2,383$203.0K
Interactive Financial Advisors2,000$170.0K
Magellan Asset Management Ltd1,530$130.1K
3Chopt Investment Partners, LLC1,500$127.5K
Romano Brothers and Company1,272$108.1K
WD Rutherford LLC1,215$103.3K
Bay Harbor Wealth Management, LLC887$75.0K
One Wealth Advisors, LLC795$67.5K
Silicon Valley Capital Partners741$63.0K
Paragon Wealth Strategies, LLC629$53.5K
Corrado Advisors, LLC600$51.0K
Marshall & Sullivan Inc500$42.5K
Freedom Wealth Alliance, LLC500$42.5K
Coppell Advisory Solutions LLC400$34.0K
Coppell Advisory Solutions Corp.400$34.0K
MRP Capital Investments, LLC400$34.0K
Okabena Investment Services Inc386$32.8K
My Personal CFO, LLC357$30.4K
Elequin Capital LP338$28.7K
Accurate Wealth Management, LLC312$27.8K
Chelsea Counsel Co300$25.5K
McElhenny Sheffield Capital Management, LLC300$25.5K
Seldon Capital LP282$24.0K

Not filed for Q1 2023 yet (34)

Institutions that held Morgan Stanley at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.