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, 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 | 2,746 | $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, 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 |
|---|---|---|---|---|---|
| Meridian Wealth Management, LLC | 14,207 | $1.25M | 0.11% | −1,909−11.8% | Reduced |
| Essex Investment Management Co LLC | 14,210 | $1.25M | 0.18% | −2,010−12.4% | Reduced |
| InterOcean Capital Group, LLC | 14,215 | $1.25M | 0.04% | −7,490−34.5% | Reduced |
| Spire Wealth Management | 14,377 | $1.26M | 0.05% | +5,058+54.3% | Added |
| Dakota Wealth Management | 14,393 | $1.26M | 0.08% | −1,059−6.9% | Reduced |
| Ironwood Investment Counsel, LLC | 14,430 | $1.27M | 0.30% | +97+0.7% | Added |
| Fulton Bank, N.A. | 14,498 | $1.27M | 0.07% | +1,477+11.3% | Added |
| Duff & Phelps Investment Management Co | 14,501 | $1.27M | 0.02% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 16,535 | $1.28M | 1.17% | +510+3.2% | Added |
| Strategy Asset Managers LLC | 14,559 | $1.28M | 0.31% | +7,900+118.6% | Added |
| SevenBridge Financial Group, LLC | 14,565 | $1.28M | 0.35% | 00.0% | Unchanged |
| Financial Counselors Inc | 14,571 | $1.28M | 0.03% | −840−5.5% | Reduced |
| River Street Advisors LLC | 14,626 | $1.28M | 1.26% | +286+2.0% | Added |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.29M | 0.65% | 00.0% | Unchanged |
| Diligent Investors, LLC | 14,800 | $1.30M | 0.40% | −78−0.5% | Reduced |
| Decatur Capital Management, Inc. | 14,927 | $1.31M | 0.99% | −2,815−15.9% | Reduced |
| Mystic Asset Management, Inc. | 15,036 | $1.32M | 0.73% | −474−3.1% | Reduced |
| Green Harvest Asset Management LLC | 15,055 | $1.32M | 0.05% | −31−0.2% | Reduced |
| Atlas Private Wealth Management | 15,125 | $1.33M | 0.80% | +523+3.6% | Added |
| Somerset Trust Co | 15,142 | $1.33M | 0.58% | −235−1.5% | Reduced |
| Schear Investment Advisers, LLC | 15,159 | $1.33M | 1.59% | +111+0.7% | Added |
| Cigna Investments Inc | 15,249 | $1.34M | 0.27% | −309−2.0% | Reduced |
| 1st Source Bank | 15,300 | $1.34M | 0.09% | −289−1.9% | Reduced |
| Trust Asset Management LLC | 15,376 | $1.35M | 0.15% | −406−2.6% | Reduced |
| Bradley Foster & Sargent Inc | 15,391 | $1.35M | 0.03% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 15,468 | $1.36M | 0.46% | +168+1.1% | Added |
| Profund Advisors LLC | 15,503 | $1.36M | 0.08% | −681−4.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 15,527 | $1.36M | 0.28% | +309+2.0% | Added |
| Valeo Financial Advisors, LLC | 15,537 | $1.36M | 0.07% | +2,302+17.4% | Added |
| SeaCrest Wealth Management, LLC | 15,558 | $1.37M | 0.19% | +319+2.1% | Added |
| Paradigm Asset Management Co LLC | 15,600 | $1.37M | 0.38% | 00.0% | Unchanged |
| Avalon Trust Co | 15,600 | $1.37M | 0.14% | +15,600 | New |
| Neville Rodie & Shaw Inc | 15,655 | $1.38M | 0.12% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 15,674 | $1.38M | 0.11% | −315−2.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 15,847 | $1.39M | 0.28% | +1,334+9.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 15,854 | $1.39M | 0.41% | +10.0% | Added |
| King Luther Capital Management Corp | 15,905 | $1.40M | 0.01% | +116+0.7% | Added |
| Brookfield Asset Management Inc. | 15,918 | $1.40M | 0.01% | +15,918 | New |
| Sowell Financial Services LLC | 15,923 | $1.40M | 0.11% | −5,457−25.5% | Reduced |
| Wolff Wiese Magana LLC | 15,970 | $1.40M | 1.14% | +113+0.7% | Added |
| Allen Investment Management LLC | 16,005 | $1.41M | 0.02% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 16,033 | $1.41M | 0.19% | +11,665+267.1% | Added |
| White Pine Capital LLC | 16,165 | $1.42M | 0.55% | −65−0.4% | Reduced |
| IPG Investment Advisors LLC | 16,175 | $1.42M | 0.32% | −5,500−25.4% | Reduced |
| Argus Investors' Counsel, Inc. | 16,200 | $1.42M | 1.08% | 00.0% | Unchanged |
| Insight Inv LLC | 16,212 | $1.42M | 1.53% | −2,180−11.9% | Reduced |
| Chesapeake Wealth Management | 16,245 | $1.43M | 0.59% | +610+3.9% | Added |
| Quadrant Capital Group LLC | 16,250 | $1.43M | 0.15% | −178−1.1% | Reduced |
| Am Investment Strategies LLC | 16,304 | $1.43M | 0.49% | +107+0.7% | Added |
| Checchi Capital Advisers, LLC | 16,321 | $1.43M | 0.14% | −746−4.4% | Reduced |
| Covenant Asset Management, LLC | 16,328 | $1.43M | 0.47% | +727+4.7% | Added |
| Bryn Mawr Trust Co | 16,500 | $1.45M | 0.06% | −102−0.6% | Reduced |
| Congress Wealth Management LLC | 16,544 | $1.45M | 0.04% | +137+0.8% | Added |
| Horizon Investments, LLC | 16,784 | $1.46M | 0.04% | −4,974−22.9% | Reduced |
| Red Cedar Investment Management, LLC | 16,739 | $1.47M | 0.23% | +5,503+49.0% | Added |
| Oak Asset Management, LLC | 16,828 | $1.48M | 0.64% | −100−0.6% | Reduced |
| Strategic Advisors LLC | 16,897 | $1.48M | 0.30% | +60.0% | Added |
| Institute for Wealth Management, LLC. | 17,073 | $1.50M | 0.29% | −70−0.4% | Reduced |
| Gotham Asset Management, LLC | 17,134 | $1.50M | 0.04% | +4,891+39.9% | Added |
| Trust Investment Advisors | 17,139 | $1.50M | 1.35% | −126−0.7% | Reduced |
| LGT Fund Management Co Ltd. | 17,140 | $1.50M | 0.64% | +17,140 | New |
| Prospera Financial Services Inc | 17,197 | $1.51M | 0.06% | −68,269−79.9% | Reduced |
| Northcape Wealth Management, LLC | 17,255 | $1.51M | 0.55% | +17,255 | New |
| Systematic Alpha Investments, LLC | 17,326 | $1.52M | 0.08% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 17,488 | $1.53M | 0.15% | +17,488 | New |
| CTC LLC | 17,880 | $1.54M | 0.05% | −366,180−95.3% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $1.55M | 1.42% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 17,720 | $1.56M | 0.36% | +334+1.9% | Added |
| NVWM, LLC | 17,835 | $1.57M | 0.52% | −64−0.4% | Reduced |
| Lake Street Advisors Group, LLC | 17,861 | $1.57M | 0.10% | +5,557+45.2% | Added |
| Leonteq Securities AG | 17,904 | $1.57M | 0.15% | −17,409−49.3% | Reduced |
| Intrust Bank NA | 17,977 | $1.58M | 0.20% | +324+1.8% | Added |
| Snowden Capital Advisors LLC | 17,987 | $1.58M | 0.06% | −1,587−8.1% | Reduced |
| Desjardins Global Asset Management Inc. | 18,046 | $1.58M | 0.20% | +1,631+9.9% | Added |
| Abbot Financial Management, Inc. | 18,145 | $1.59M | 1.07% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 18,471 | $1.62M | 0.77% | +6,063+48.9% | Added |
| Deltec Asset Management LLC | 18,500 | $1.62M | 0.40% | −500−2.6% | Reduced |
| Acropolis Investment Management, LLC | 18,511 | $1.63M | 0.13% | +318+1.7% | Added |
| Stratos Wealth Partners, LTD. | 18,518 | $1.63M | 0.04% | −1,442−7.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 18,584 | $1.63M | 0.03% | +1,572+9.2% | Added |
| Forum Financial Management, LP | 18,747 | $1.65M | 0.05% | −206−1.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 18,872 | $1.66M | 0.07% | +2,296+13.9% | Added |
| United Capital Financial Advisers, LLC | 18,888 | $1.66M | 0.01% | −103−0.5% | Reduced |
| Courier Capital LLC | 18,922 | $1.66M | 0.18% | −2,475−11.6% | Reduced |
| Leavell Investment Management, Inc. | 18,937 | $1.66M | 0.12% | +160+0.9% | Added |
| Kovitz Investment Group Partners, LLC | 18,982 | $1.67M | 0.03% | −1,493−7.3% | Reduced |
| DoubleLine ETF Adviser LP | 19,041 | $1.67M | 0.71% | +438+2.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 19,063 | $1.67M | 0.09% | −560−2.9% | Reduced |
| Harvest Investment Advisors, LLC | 19,069 | $1.67M | 1.49% | +40+0.2% | Added |
| Modera Wealth Management, LLC | 19,189 | $1.68M | 0.07% | +136+0.7% | Added |
| Community Bank of Raymore | 19,290 | $1.69M | 0.65% | +12,750+195.0% | Added |
| Equitable Holdings, Inc. | 19,350 | $1.70M | 0.03% | +2,108+12.2% | Added |
| Merit Financial Group, LLC | 19,417 | $1.70M | 0.06% | +2,439+14.4% | Added |
| CAPROCK Group, Inc. | 19,681 | $1.73M | 0.13% | +660+3.5% | Added |
| Baldwin Investment Management, LLC | 19,722 | $1.73M | 0.31% | −13−0.1% | Reduced |
| Alpha DNA Investment Management LLC | 19,734 | $1.73M | 0.89% | +9,440+91.7% | Added |
| Procyon Private Wealth Partners, LLC | 19,856 | $1.74M | 0.29% | −2,487−11.1% | Reduced |
| Cunning Capital Partners, LP | 19,870 | $1.75M | 1.19% | 00.0% | Unchanged |
| IFG Advisory, LLC | 19,882 | $1.75M | 0.16% | +4,741+31.3% | Added |
| Crestline Management, LP | 20,000 | $1.76M | 0.21% | +20,000 | New |