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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 30,856 | $2.71M | 0.16% | −4,783−13.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 30,979 | $2.72M | 0.05% | +218+0.7% | Added |
| Coastline Trust Co | 31,000 | $2.72M | 0.40% | −825−2.6% | Reduced |
| Community Trust & Investment Co | 31,128 | $2.73M | 0.24% | −1,045−3.2% | Reduced |
| Symmetry Partners, LLC | 31,264 | $2.75M | 0.15% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 31,294 | $2.75M | 0.69% | +253+0.8% | Added |
| Northeast Investment Management | 31,371 | $2.75M | 0.17% | −914−2.8% | Reduced |
| TCG Advisory Services, LLC | 31,457 | $2.76M | 0.58% | +31,457 | New |
| Van Eck Associates Corp | 31,656 | $2.78M | 0.01% | −1,029−3.1% | Reduced |
| Quantinno Capital Management LP | 31,715 | $2.79M | 0.18% | +1,584+5.3% | Added |
| Hoey Investments, Inc | 31,961 | $2.81M | 1.11% | +4,109+14.8% | Added |
| United Services Automobile Association | 32,112 | $2.82M | 0.09% | −18,863−37.0% | Reduced |
| City Holding Co | 32,198 | $2.83M | 0.51% | +580+1.8% | Added |
| Bayesian Capital Management, LP | 32,900 | $2.89M | 0.36% | +32,900 | New |
| KCM Investment Advisors LLC | 33,426 | $2.93M | 0.12% | −1,635−4.7% | Reduced |
| Hancock Whitney Corp | 33,437 | $2.94M | 0.12% | −1,106−3.2% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 34,008 | $2.99M | 2.59% | +950+2.9% | Added |
| Comerica Securities,inc. | 34,031 | $2.99M | 0.22% | −10,843−24.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 34,193 | $3.00M | 0.03% | −5,294−13.4% | Reduced |
| Xcel Wealth Management, LLC | 34,210 | $3.00M | 1.06% | −2,823−7.6% | Reduced |
| Independent Advisor Alliance | 34,488 | $3.03M | 0.15% | −5,074−12.8% | Reduced |
| Meritage Portfolio Management | 34,865 | $3.06M | 0.23% | +892+2.6% | Added |
| Transcend Wealth Collective, LLC | 35,063 | $3.08M | 0.32% | −3,465−9.0% | Reduced |
| Everence Capital Management Inc | 35,391 | $3.11M | 0.25% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 35,925 | $3.15M | 1.38% | +40.0% | Added |
| BOK Financial Private Wealth, Inc. | 35,725 | $3.15M | 0.25% | +928+2.7% | Added |
| Alley Investment Management Company, LLC | 36,039 | $3.16M | 0.53% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 36,070 | $3.17M | 0.33% | −255−0.7% | Reduced |
| Patten & Patten Inc | 36,354 | $3.19M | 0.28% | −520−1.4% | Reduced |
| Raymond James Trust N.A. | 36,457 | $3.20M | 0.10% | +3,198+9.6% | Added |
| Investment Management Corp of Ontario | 36,479 | $3.20M | 0.13% | −162−0.4% | Reduced |
| Lincluden Management Ltd | 36,565 | $3.21M | 0.37% | −1,344−3.5% | Reduced |
| Evexia Wealth LLC | 38,662 | $3.24M | 1.74% | +38,662 | New |
| Sculati Wealth Management, LLC | 36,992 | $3.25M | 1.72% | −375−1.0% | Reduced |
| First Citizens Bank & Trust Co | 36,999 | $3.25M | 0.06% | −30,363−45.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 37,200 | $3.27M | 0.98% | +548+1.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 37,400 | $3.28M | 0.04% | −8,000−17.6% | Reduced |
| Shell Asset Management Co | 37,463 | $3.29M | 0.14% | −100−0.3% | Reduced |
| Wetherby Asset Management Inc | 37,498 | $3.29M | 0.19% | +702+1.9% | Added |
| Clough Capital Partners L P | 37,500 | $3.29M | 0.35% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 38,000 | $3.34M | 0.05% | +37,900+37,900.0% | Added |
| United Fire Group Inc | 38,000 | $3.34M | 2.09% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 38,067 | $3.34M | 0.29% | −46−0.1% | Reduced |
| Atria Wealth Solutions, Inc. | 38,451 | $3.38M | 0.05% | −4,718−10.9% | Reduced |
| Wright Investors Service Inc | 38,467 | $3.38M | 0.96% | −8,688−18.4% | Reduced |
| Carroll Investors, Inc | 38,671 | $3.39M | 2.76% | +11,359+41.6% | Added |
| Empirical Finance, LLC | 38,568 | $3.39M | 0.32% | +1,313+3.5% | Added |
| HB Wealth Management, LLC | 38,780 | $3.40M | 0.06% | +3,431+9.7% | Added |
| National Asset Management, Inc. | 38,705 | $3.42M | 0.09% | −2,757−6.6% | Reduced |
| Greenleaf Trust | 39,056 | $3.43M | 0.04% | +644+1.7% | Added |
| CX Institutional | 39,385 | $3.43M | 0.18% | −7,990−16.9% | Reduced |
| Vinva Investment Management Ltd | 40,040 | $3.45M | 0.29% | +40,040 | New |
| Williams Jones Wealth Management, LLC. | 39,395 | $3.46M | 0.05% | +1,307+3.4% | Added |
| L2 Asset Management, LLC | 39,402 | $3.46M | 2.07% | +12,960+49.0% | Added |
| Asio Capital, LLC | 39,526 | $3.47M | 0.90% | +1,483+3.9% | Added |
| Dana Investment Advisors, Inc. | 39,628 | $3.48M | 0.18% | −206,806−83.9% | Reduced |
| Tocqueville Asset Management L.P. | 40,519 | $3.56M | 0.07% | −970−2.3% | Reduced |
| Loomis Sayles & Co L P | 40,591 | $3.56M | 0.01% | +462+1.2% | Added |
| Linscomb & Williams, Inc. | 40,801 | $3.58M | 0.19% | +2,694+7.1% | Added |
| Veritable, L.P. | 40,825 | $3.58M | 0.06% | −74−0.2% | Reduced |
| Lincoln National Corp | 41,183 | $3.59M | 0.08% | +631+1.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 41,070 | $3.61M | 0.09% | −248−0.6% | Reduced |
| KCS Wealth Advisory | 41,147 | $3.61M | 1.37% | −1,969−4.6% | Reduced |
| Roanoke Asset Management Corp | 41,313 | $3.63M | 1.55% | −200.0% | Reduced |
| Cypress Financial Planning LLC | 41,638 | $3.63M | 2.21% | −22−0.1% | Reduced |
| Adell Harriman & Carpenter Inc | 41,429 | $3.64M | 0.39% | −1,012−2.4% | Reduced |
| PGGM Investments | 41,479 | $3.64M | 0.06% | +19,740+90.8% | Added |
| Stock Yards Bank & Trust Co | 41,585 | $3.65M | 0.14% | +3,508+9.2% | Added |
| Huntington National Bank | 41,618 | $3.65M | 0.04% | −613−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 41,843 | $3.67M | 0.06% | −1,909−4.4% | Reduced |
| Tradewinds, LLC. | 42,396 | $3.72M | 2.26% | +42,396 | New |
| Parallel Advisors, LLC | 42,418 | $3.72M | 0.13% | −493−1.1% | Reduced |
| Mayflower Financial Advisors, LLC | 42,813 | $3.76M | 0.49% | +190.0% | Added |
| DuPont Capital Management Corp | 42,917 | $3.77M | 0.18% | +5,649+15.2% | Added |
| Jupiter Wealth Management LLC | 43,500 | $3.82M | 3.52% | −5,362−11.0% | Reduced |
| Level Four Advisory Services, LLC | 43,577 | $3.83M | 0.25% | +2,092+5.0% | Added |
| Foundations Investment Advisors, LLC | 43,987 | $3.86M | 0.14% | +6,525+17.4% | Added |
| Caas Capital Management LP | 43,994 | $3.86M | 1.25% | +21,294+93.8% | Added |
| Vestor Capital, LLC | 44,149 | $3.88M | 0.46% | +44,149 | New |
| Vestmark Advisory Solutions, Inc. | 44,212 | $3.88M | 0.17% | −1,058−2.3% | Reduced |
| Beacon Pointe Advisors, LLC | 44,240 | $3.88M | 0.07% | +3,288+8.0% | Added |
| Joel Isaacson & Co., LLC | 44,352 | $3.89M | 0.28% | −150−0.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 45,413 | $3.98M | 0.42% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 45,479 | $3.99M | 1.22% | −626−1.4% | Reduced |
| Simon Quick Advisors, LLC | 45,607 | $4.00M | 0.43% | +1,018+2.3% | Added |
| Parallax Volatility Advisers, L.P. | 45,628 | $4.01M | 0.14% | +45,628 | New |
| Sigma Planning Corp | 46,102 | $4.05M | 0.13% | +633+1.4% | Added |
| APG Asset Management N.V. | 50,394 | $4.07M | 0.01% | −81,198−61.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 46,488 | $4.08M | 0.33% | −1,502−3.1% | Reduced |
| Massmutual Trust Co FSB | 46,768 | $4.11M | 0.16% | +852+1.9% | Added |
| Providence Capital Advisors, LLC | 46,800 | $4.11M | 1.09% | +46,800 | New |
| First Manhattan Co | 46,921 | $4.12M | 0.02% | −593−1.2% | Reduced |
| Sawtooth Solutions, LLC | 47,781 | $4.20M | 0.11% | +34,760+267.0% | Added |
| FDx Advisors, Inc. | 49,471 | $4.21M | 0.18% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 48,078 | $4.22M | 0.75% | +1,166+2.5% | Added |
| Federated Hermes, Inc. | 48,463 | $4.26M | 0.01% | +15,904+48.8% | Added |
| Metis Global Partners, LLC | 48,683 | $4.27M | 0.27% | +9,192+23.3% | Added |
| TownSquare Capital, LLC | 49,064 | $4.31M | 0.09% | +2,658+5.7% | Added |
| RNC Capital Management LLC | 49,421 | $4.34M | 0.24% | −12,334−20.0% | Reduced |
| MainStreet Investment Advisors LLC | 49,449 | $4.34M | 0.48% | +1,001+2.1% | Added |