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; 2,745 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, Q1 2023
Institutional positions in Morgan Stanley as of Mar 31, 2023. 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
- 1,674
- +26 vs. Q4 2022
- Shares held
- 1.43B
- +18.2M (+1.3%) vs. Q4 2022
- Total value
- $124.1B
- +$3.90B (+3.2%) vs. Q4 2022
- New holders
- 145
- 649 more added
- Sold out
- 119
- 652 more reduced
34 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| Summit Wealth Group, LLC | 19,579 | $0 | 0.00% | +19,579 | New |
| St. Johns Investment Management Company, LLC | 0 | $29 | 0.00% | 0 | Unchanged |
| State of Wyoming | 3 | $263 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $264 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $439 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 8 | $702 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 12 | $1.01K | 0.00% | +12 | New |
| GoalVest Advisory LLC | 12 | $1.05K | 0.00% | −388−97.0% | Reduced |
| Grey Fox Wealth Advisors, LLC | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 12 | $1.05K | 0.00% | +11+1,100.0% | Added |
| Versant Capital Management, Inc | 21 | $1.84K | 0.00% | +21 | New |
| ClariVest Asset Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 26 | $2.00K | 0.00% | +24+1,200.0% | Added |
| GW&K Investment Management, LLC | 20 | $2.00K | 0.00% | +20 | New |
| McIlrath & Eck, LLC | 23 | $2.02K | 0.00% | −1,147−98.0% | Reduced |
| Acima Private Wealth, LLC | 26 | $2.28K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 29 | $2.55K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 30 | $2.63K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 31 | $3.00K | 0.00% | +31 | New |
| JJJ Advisors Inc. | 37 | $3.22K | 0.00% | +3+8.8% | Added |
| Sofos Investments, Inc. | 88 | $3.27K | 0.14% | +3+3.5% | Added |
| Mascoma Wealth Management LLC | 43 | $3.87K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 45 | $3.95K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 40 | $4.00K | 0.00% | +40 | New |
| Toth Financial Advisory Corp | 48 | $4.21K | 0.00% | +48 | New |
| Buck Wealth Strategies, LLC | 51 | $4.45K | 0.00% | +51 | New |
| Your Advocates Ltd., LLP | 56 | $4.92K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 58 | $5.00K | 0.00% | +58 | New |
| Webster Bank, N. A. | 66 | $5.79K | 0.00% | +13+24.5% | Added |
| AllSquare Wealth Management LLC | 68 | $5.97K | 0.00% | −603−89.9% | Reduced |
| Arcadia Investment Management Corp | 70 | $6.15K | 0.00% | −111−61.3% | Reduced |
| Live Oak Investment Partners | – | $6.15K | 0.01% | – | – |
| Worth Asset Management, LLC | 70 | $6.15K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 70 | $6.15K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 70 | $6.15K | 0.00% | +70 | New |
| Disciplined Investments, LLC | 82 | $7.20K | 0.00% | +7+9.3% | Added |
| First Community Trust NA | 83 | $7.29K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 84 | $7.38K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 87 | $7.64K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 87 | $7.64K | 0.00% | +24+38.1% | Added |
| Ancora Advisors, LLC | 88 | $7.73K | 0.00% | +44+100.0% | Added |
| Penserra Capital Management LLC | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 98 | $8.60K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $8.78K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 100 | $8.78K | 0.00% | +50+100.0% | Added |
| Tradewinds Capital Management, LLC | 101 | $8.87K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 104 | $9.13K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 108 | $9.48K | 0.00% | +68+170.0% | Added |
| Colonial Trust Advisors | 110 | $9.66K | 0.00% | +64+139.1% | Added |
| Aspire Private Capital, LLC | 110 | $9.70K | 0.00% | −7,054−98.5% | Reduced |
| Raffa Wealth Management, LLC | 111 | $9.75K | 0.00% | −45−28.8% | Reduced |
| General Partner, Inc. | 117 | $9.85K | 0.01% | +117 | New |
| Nordwand Advisors, LLC | 113 | $9.92K | 0.00% | +113 | New |
| Miller Wealth Advisors, LLC | 212 | $10.0K | 0.15% | −238−52.9% | Reduced |
| Gables Capital Management Inc. | 120 | $10.5K | 0.01% | +20+20.0% | Added |
| Stephens Consulting, LLC | 125 | $11.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 127 | $11.0K | 0.00% | +55+76.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 127 | $11.2K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 132 | $11.6K | 0.01% | −30−18.5% | Reduced |
| Front Row Advisors LLC | 141 | $12.0K | 0.01% | +60+74.1% | Added |
| TD Capital Management LLC | 140 | $12.3K | 0.00% | +140 | New |
| Core Wealth Advisors, Inc. | 143 | $12.6K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 148 | $13.0K | 0.00% | −11−6.9% | Reduced |
| Schubert & Co | 152 | $13.3K | 0.01% | −19−11.1% | Reduced |
| First PREMIER Bank | 156 | $14.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 161 | $14.1K | 0.00% | +161 | New |
| Cary Street Partners Asset Management LLC | 171 | $15.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 187 | $16.4K | 0.01% | +132+240.0% | Added |
| Ahrens Investment Partners LLC | 190 | $16.7K | 0.01% | +190 | New |
| PrairieView Partners, LLC | 198 | $17.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $17.6K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 200 | $17.6K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $17.6K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 200 | $17.6K | 0.00% | −683−77.3% | Reduced |
| Highline Wealth Partners LLC | 204 | $17.9K | 0.01% | +187+1,100.0% | Added |
| Avion Wealth | 220 | $18.0K | 0.00% | +17+8.4% | Added |
| Caldwell Sutter Capital, Inc. | 220 | $19.3K | 0.01% | +220 | New |
| Western Pacific Wealth Management, LP | 221 | $19.4K | 0.01% | −196−47.0% | Reduced |
| Northwest Investment Counselors, LLC | 225 | $19.8K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 256 | $22.5K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 269 | $23.6K | 0.01% | +183+212.8% | Added |
| Atwood & Palmer Inc | 290 | $25.5K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 291 | $25.6K | 0.00% | +274+1,611.8% | Added |
| Knott David M Jr | 293 | $26.0K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 300 | $26.0K | 0.02% | +300 | New |
| Bourgeon Capital Management LLC | 300 | $26.3K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 300 | $26.3K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $26.3K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 311 | $27.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 309 | $27.0K | 0.02% | +59+23.6% | Added |
| Column Capital Advisors, LLC | 311 | $27.3K | 0.00% | −39−11.1% | Reduced |
| Chesapeake Asset Management LLC | 314 | $27.6K | 0.03% | +314 | New |
| Lee Financial Co | 317 | $27.8K | 0.00% | +86+37.2% | Added |
| Eagle Bay Advisors LLC | 320 | $28.1K | 0.02% | +6+1.9% | Added |
| Johnson Midwest Financial, LLC | 324 | $28.5K | 0.04% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 318 | $29.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 333 | $29.2K | 0.02% | +225+208.3% | Added |
| Compagnie Lombard Odier SCmA | 375 | $32.9K | 0.00% | 00.0% | Unchanged |