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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 20,105 | $1.77M | 0.47% | +3,007+17.6% | Added |
| Brasada Capital Management, LP | 20,128 | $1.77M | 0.39% | +1,297+6.9% | Added |
| Ameliora Wealth Management Ltd. | 20,150 | $1.77M | 1.03% | −1,000−4.7% | Reduced |
| Harbor Capital Advisors, Inc. | 20,162 | $1.77M | 0.51% | +20,162 | New |
| Pitcairn Co | 20,170 | $1.77M | 0.16% | +1,788+9.7% | Added |
| Jefferies Financial Group Inc. | 20,178 | $1.77M | 0.04% | −29,747−59.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 20,237 | $1.78M | 0.19% | −9,663−32.3% | Reduced |
| Hudson Canyon Capital Management | 20,350 | $1.79M | 1.50% | −1,377−6.3% | Reduced |
| Brown Brothers Harriman & Co | 20,534 | $1.80M | 0.02% | +1,190+6.2% | Added |
| Bank of New Hampshire | 20,672 | $1.82M | 0.54% | −1,014−4.7% | Reduced |
| Alaethes Wealth LLC | 20,742 | $1.82M | 1.07% | +944+4.8% | Added |
| Paralel Advisors LLC | 20,770 | $1.82M | 0.10% | +546+2.7% | Added |
| Ashton Thomas Private Wealth, LLC | 20,952 | $1.84M | 0.16% | +246+1.2% | Added |
| Capital Investment Counsel, Inc | 20,999 | $1.84M | 0.42% | −824−3.8% | Reduced |
| Opus Investment Management Inc | 21,000 | $1.84M | 0.67% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 21,198 | $1.86M | 0.05% | −312−1.5% | Reduced |
| Perigon Wealth Management, LLC | 21,219 | $1.86M | 0.11% | −65−0.3% | Reduced |
| Eisler Capital (US) LLC | 21,341 | $1.87M | 0.95% | +21,341 | New |
| Westwood Holdings Group Inc. | 21,402 | $1.88M | 0.02% | −49−0.2% | Reduced |
| Belpointe Asset Management LLC | 21,462 | $1.88M | 0.10% | +7,794+57.0% | Added |
| Edgestream Partners, L.P. | 21,468 | $1.88M | 0.21% | +12,329+134.9% | Added |
| Park Avenue Securities LLC | 21,615 | $1.90M | 0.03% | +166+0.8% | Added |
| Boston Private Wealth LLC | 21,736 | $1.91M | 0.03% | −407−1.8% | Reduced |
| Scholtz & Company, LLC | 21,737 | $1.91M | 1.36% | +21,737 | New |
| Nippon Life Global Investors Americas, Inc. | 21,750 | $1.91M | 0.12% | +21,750 | New |
| Arrow Financial Corp | 21,755 | $1.91M | 0.25% | −138−0.6% | Reduced |
| Community Bank, N.A. | 21,797 | $1.91M | 0.26% | +1,227+6.0% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.91M | 0.09% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 21,970 | $1.93M | 0.16% | −164−0.7% | Reduced |
| Goodwin Daniel L | 22,000 | $1.93M | 0.98% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 22,000 | $1.93M | 0.18% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 22,209 | $1.95M | 0.04% | +461+2.1% | Added |
| Equitable Trust Co | 22,257 | $1.95M | 0.15% | −1,139−4.9% | Reduced |
| Walleye Capital LLC | 22,257 | $1.95M | 0.04% | +22,257 | New |
| Apollon Wealth Management, LLC | 22,298 | $1.96M | 0.12% | +287+1.3% | Added |
| Ascent Wealth Partners, LLC | 22,363 | $1.96M | 0.39% | +450+2.1% | Added |
| Salem Investment Counselors Inc | 22,574 | $1.98M | 0.08% | +10,432+85.9% | Added |
| Lakeview Capital Partners, LLC | 24,017 | $1.98M | 0.62% | +1,271+5.6% | Added |
| Clarius Group, LLC | 22,628 | $1.99M | 0.17% | −31−0.1% | Reduced |
| Regions Financial Corp | 22,661 | $1.99M | 0.02% | −1,204−5.0% | Reduced |
| Toroso Investments, LLC | 22,733 | $2.00M | 0.07% | +1,488+7.0% | Added |
| United Asset Strategies, Inc. | 23,078 | $2.03M | 0.27% | +655+2.9% | Added |
| Capital Group Investment Management Pte. Ltd. | 23,132 | $2.03M | 0.11% | −3,819−14.2% | Reduced |
| Empowered Funds, LLC | 23,150 | $2.03M | 0.12% | +4,807+26.2% | Added |
| Prudent Man Advisors, LLC | 23,180 | $2.04M | 0.80% | −353−1.5% | Reduced |
| TCTC Holdings, LLC | 23,187 | $2.04M | 0.08% | +97+0.4% | Added |
| Convergence Investment Partners, LLC | 23,350 | $2.05M | 1.21% | +335+1.5% | Added |
| Veriti Management LLC | 23,484 | $2.06M | 0.24% | +2,955+14.4% | Added |
| Arcus Capital Partners, LLC | 23,538 | $2.07M | 0.71% | 00.0% | Unchanged |
| Stolper Co | 23,565 | $2.07M | 0.89% | +398+1.7% | Added |
| Griffin Asset Management, Inc. | 23,565 | $2.07M | 0.29% | −528−2.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 23,775 | $2.09M | 0.15% | +2,605+12.3% | Added |
| Koshinski Asset Management, Inc. | 23,880 | $2.10M | 0.20% | +44+0.2% | Added |
| Savant Capital, LLC | 24,035 | $2.11M | 0.04% | +2,208+10.1% | Added |
| Freedom Day Solutions, LLC | 24,316 | $2.13M | 1.00% | −1,181−4.6% | Reduced |
| HCR Wealth Advisors | 24,234 | $2.13M | 0.42% | −14−0.1% | Reduced |
| Great Diamond Partners, LLC | 24,630 | $2.16M | 0.63% | −2,147−8.0% | Reduced |
| Greenwich Wealth Management LLC | 24,663 | $2.17M | 0.24% | −103−0.4% | Reduced |
| Sequoia Financial Advisors, LLC | 24,748 | $2.17M | 0.05% | +5,087+25.9% | Added |
| Texas Yale Capital Corp. | 24,760 | $2.17M | 0.11% | −148−0.6% | Reduced |
| We Are One Seven, LLC | 25,103 | $2.20M | 0.14% | +2,637+11.7% | Added |
| Tower Research Capital LLC (TRC) | 25,284 | $2.22M | 0.07% | −3,056−10.8% | Reduced |
| Heron Financial Group, LLC | 25,347 | $2.23M | 1.23% | −1,329−5.0% | Reduced |
| Advisory Services Network, LLC | 25,353 | $2.23M | 0.06% | +853+3.5% | Added |
| Meeder Advisory Services, Inc. | 25,432 | $2.23M | 0.26% | +634+2.6% | Added |
| Venture Visionary Partners LLC | 25,696 | $2.26M | 0.14% | −1,380−5.1% | Reduced |
| Centiva Capital, LP | 25,766 | $2.26M | 0.13% | −2,379−8.5% | Reduced |
| Caldwell Trust Co | 25,953 | $2.28M | 0.32% | −200−0.8% | Reduced |
| Next Level Private LLC | 26,248 | $2.30M | 1.81% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 26,465 | $2.32M | 0.03% | −1,725−6.1% | Reduced |
| Hunter Associates Investment Management LLC | 26,578 | $2.34M | 0.50% | −4,093−13.3% | Reduced |
| PFS Investments Inc. | 27,806 | $2.34M | 0.04% | −54,862−66.4% | Reduced |
| Mark Stevens | 26,688 | $2.34M | 0.30% | −3,086−10.4% | Reduced |
| Dimension Capital Management LLC | 26,940 | $2.37M | 0.54% | 00.0% | Unchanged |
| Signaturefd, LLC | 26,998 | $2.37M | 0.06% | −518−1.9% | Reduced |
| Culbertson A N & Co Inc | 27,005 | $2.37M | 0.48% | +820+3.1% | Added |
| Gries Financial LLC | 27,461 | $2.41M | 0.71% | −2,928−9.6% | Reduced |
| Altrafin AG | 27,516 | $2.42M | 1.19% | +2,652+10.7% | Added |
| Cresset Asset Management, LLC | 27,693 | $2.43M | 0.05% | −40.0% | Reduced |
| Union Heritage Capital, LLC | 27,747 | $2.44M | 1.48% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 27,874 | $2.45M | 0.08% | +2,619+10.4% | Added |
| K.J. Harrison & Partners Inc | 29,730 | $2.46M | 0.50% | −13,005−30.4% | Reduced |
| Lipe & Dalton | 28,084 | $2.47M | 1.41% | −1,898−6.3% | Reduced |
| Axxcess Wealth Management, LLC | 28,124 | $2.47M | 0.19% | −28−0.1% | Reduced |
| Bleakley Financial Group, LLC | 28,237 | $2.48M | 0.08% | +7,063+33.4% | Added |
| Alberta Investment Management Corp | 28,500 | $2.50M | 0.02% | +28,500 | New |
| Foster & Motley Inc | 28,652 | $2.52M | 0.20% | +3,561+14.2% | Added |
| KMG Fiduciary Partners, LLC | 28,707 | $2.52M | 0.36% | +4,228+17.3% | Added |
| LMCG Investments, LLC | 28,909 | $2.54M | 0.17% | −652−2.2% | Reduced |
| Ritholtz Wealth Management | 28,918 | $2.54M | 0.13% | +666+2.4% | Added |
| LGT Group Foundation | 29,051 | $2.55M | 0.07% | −12,245−29.7% | Reduced |
| Richard P Slaughter Associates Inc | 29,120 | $2.56M | 0.84% | +29,120 | New |
| Carret Asset Management, LLC | 29,129 | $2.56M | 0.36% | −224−0.8% | Reduced |
| Morse Asset Management, Inc | 29,293 | $2.57M | 0.87% | +995+3.5% | Added |
| Palisade Asset Management, LLC | 29,802 | $2.62M | 0.32% | +186+0.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 29,828 | $2.62M | 0.12% | +13,159+78.9% | Added |
| Gifford Fong Associates | 30,000 | $2.63M | 0.69% | 00.0% | Unchanged |
| Vestcor Inc | 30,429 | $2.67M | 0.10% | −116−0.4% | Reduced |
| Virtu Financial LLC | 30,464 | $2.67M | 0.28% | +12,025+65.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 30,660 | $2.69M | 0.17% | +5,307+20.9% | Added |