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 |
|---|---|---|---|---|---|
| Becker Capital Management Inc | 49,732 | $4.37M | 0.17% | −42,042−45.8% | Reduced |
| First Hawaiian Bank | 49,922 | $4.38M | 0.15% | +76+0.2% | Added |
| First National Bank of Omaha | 50,068 | $4.40M | 0.27% | −1,970−3.8% | Reduced |
| Trifecta Capital Advisors, LLC | 50,244 | $4.41M | 1.55% | +834+1.7% | Added |
| Highland Capital Management, LLC | 50,252 | $4.41M | 0.33% | +2,619+5.5% | Added |
| Stephens Inc | 50,997 | $4.48M | 0.09% | −2,574−4.8% | Reduced |
| Capstone Investment Advisors, LLC | 51,222 | $4.50M | 0.14% | −39,935−43.8% | Reduced |
| Central Trust Co | 51,418 | $4.52M | 0.13% | −963−1.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 51,433 | $4.52M | 0.61% | −286−0.6% | Reduced |
| Consolidated Investment Group LLC | 51,600 | $4.53M | 0.89% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 51,774 | $4.55M | 0.06% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 51,808 | $4.55M | 0.12% | +485+0.9% | Added |
| Canandaigua National Bank & Trust Co | 52,164 | $4.58M | 0.77% | +52,164 | New |
| Institutional & Family Asset Management, LLC | 52,266 | $4.59M | 0.76% | −4,488−7.9% | Reduced |
| Private Wealth Partners, LLC | 52,790 | $4.63M | 0.46% | +4,145+8.5% | Added |
| Lido Advisors, LLC | 53,428 | $4.69M | 0.07% | +21,718+68.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 53,637 | $4.71M | 1.88% | −835−1.5% | Reduced |
| Albion Financial Group | 55,620 | $4.88M | 0.45% | −296−0.5% | Reduced |
| Donaldson Capital Management, LLC | 56,888 | $4.99M | 0.24% | +3,352+6.3% | Added |
| Assenagon Asset Management S.A. | 56,944 | $5.00M | 0.02% | +132+0.2% | Added |
| Heritage Trust Co | 57,073 | $5.01M | 0.79% | +1,023+1.8% | Added |
| Avantax Advisory Services, Inc. | 57,159 | $5.02M | 0.06% | +17,607+44.5% | Added |
| Elk River Wealth Management, LLC | 57,089 | $5.04M | 1.14% | +941+1.7% | Added |
| Aureus Asset Management, LLC | 57,717 | $5.07M | 0.40% | +2,651+4.8% | Added |
| Industrial Alliance Investment Management Inc. | 57,840 | $5.08M | 0.14% | +20,670+55.6% | Added |
| Cito Capital Group, LLC | 57,905 | $5.08M | 2.53% | −3,443−5.6% | Reduced |
| Andra AP-fonden | 57,911 | $5.08M | 0.13% | +5,000+9.4% | Added |
| Hudson Valley Investment Advisors Inc | 58,214 | $5.11M | 0.71% | +5,720+10.9% | Added |
| Metropolitan Life Insurance Co | 58,436 | $5.13M | 0.26% | −17,812−23.4% | Reduced |
| Glenview Trust Co | 58,801 | $5.16M | 0.15% | +1,172+2.0% | Added |
| Kestra Advisory Services, LLC | 59,038 | $5.18M | 0.06% | −30,039−33.7% | Reduced |
| Old Second National Bank of Aurora | 59,394 | $5.21M | 1.52% | −5,116−7.9% | Reduced |
| Coldstream Capital Management Inc | 60,510 | $5.31M | 0.18% | −144−0.2% | Reduced |
| PEAK6 Investments LLC | 60,832 | $5.34M | 0.34% | −2,161−3.4% | Reduced |
| New Mexico Educational Retirement Board | 61,010 | $5.36M | 0.27% | −1,900−3.0% | Reduced |
| Meyer Handelman Co | 61,106 | $5.37M | 0.22% | 00.0% | Unchanged |
| Bernzott Capital Advisors | 61,724 | $5.42M | 1.12% | −14,109−18.6% | Reduced |
| Pathstone Family Office, LLC | 61,722 | $5.43M | 0.09% | −2,433−3.8% | Reduced |
| D L Carlson Investment Group Inc | 61,995 | $5.44M | 1.23% | −4,949−7.4% | Reduced |
| Advisor Partners II, LLC | 62,339 | $5.47M | 0.30% | +1,837+3.0% | Added |
| Sandy Cove Advisors, LLC | 62,728 | $5.51M | 3.99% | +140.0% | Added |
| Signet Financial Management, LLC | 63,607 | $5.58M | 0.94% | +288+0.5% | Added |
| Gibraltar Capital Management, Inc. | 64,838 | $5.69M | 2.66% | +925+1.4% | Added |
| Viking Fund Management LLC | 65,000 | $5.71M | 1.10% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 65,360 | $5.74M | 0.23% | −115−0.2% | Reduced |
| Baxter Bros Inc | 65,878 | $5.78M | 0.91% | −10.0% | Reduced |
| Iowa State Bank | 65,919 | $5.79M | 1.45% | −393−0.6% | Reduced |
| Easterly Investment Partners LLC | 65,933 | $5.79M | 0.51% | −41,763−38.8% | Reduced |
| German American Bancorp, Inc. | 67,693 | $5.94M | 0.89% | −3,250−4.6% | Reduced |
| Fiduciary Alliance LLC | 67,746 | $5.95M | 1.49% | +6,544+10.7% | Added |
| Lazard Asset Management LLC | 68,656 | $6.03M | 0.01% | +38,364+126.6% | Added |
| Northern Oak Wealth Management Inc | 68,919 | $6.05M | 0.72% | −2,549−3.6% | Reduced |
| Amica Mutual Insurance Co | 70,056 | $6.15M | 0.69% | −21,793−23.7% | Reduced |
| Lyell Wealth Management, LP | 70,123 | $6.16M | 0.86% | +4,639+7.1% | Added |
| Principal Street Partners, LLC | 70,590 | $6.20M | 1.57% | +465+0.7% | Added |
| Cyrus J. Lawrence, LLC | 70,856 | $6.22M | 1.81% | −316−0.4% | Reduced |
| Baugh & Associates, LLC | 70,096 | $6.27M | 4.00% | −1,555−2.2% | Reduced |
| Coronation Fund Managers Ltd. | 71,513 | $6.28M | 0.17% | −16,426−18.7% | Reduced |
| Advocate Group LLC | 71,524 | $6.28M | 1.37% | −3,728−5.0% | Reduced |
| YHB Investment Advisors, Inc. | 71,611 | $6.29M | 0.63% | −3,612−4.8% | Reduced |
| Stonegate Investment Group, LLC | 71,776 | $6.30M | 0.24% | −591−0.8% | Reduced |
| Cetera Advisor Networks LLC | 76,268 | $6.33M | 0.05% | +169+0.2% | Added |
| Oliver Luxxe Assets LLC | 72,493 | $6.36M | 1.68% | −519−0.7% | Reduced |
| Montag A & Associates Inc | 72,889 | $6.40M | 0.42% | −1,125−1.5% | Reduced |
| Banque Pictet & Cie SA | 72,941 | $6.40M | 0.06% | −2,371−3.1% | Reduced |
| Avitas Wealth Management LLC | 72,995 | $6.41M | 1.25% | −456−0.6% | Reduced |
| Ballentine Partners, LLC | 73,407 | $6.45M | 0.16% | +49,139+202.5% | Added |
| Westbourne Investment Advisors, Inc. | 73,502 | $6.45M | 3.12% | −2,821−3.7% | Reduced |
| Connors Investor Services Inc | 73,981 | $6.50M | 0.76% | +600+0.8% | Added |
| Copeland Capital Management, LLC | 74,656 | $6.55M | 0.15% | −2,768−3.6% | Reduced |
| Two Sigma Securities, LLC | 74,719 | $6.56M | 0.54% | +54,231+264.7% | Added |
| Connectus Wealth, LLC | 74,651 | $6.56M | 0.16% | +10,707+16.7% | Added |
| Integrated Advisors Network LLC | 75,044 | $6.59M | 0.40% | +37,723+101.1% | Added |
| Knights of Columbus Asset Advisors LLC | 75,052 | $6.59M | 0.65% | +465+0.6% | Added |
| Scotia Capital Inc. | 75,270 | $6.61M | 0.05% | −48,574−39.2% | Reduced |
| Howe & Rusling Inc | 76,019 | $6.67M | 0.80% | −324−0.4% | Reduced |
| Twinbeech Capital LP | 76,310 | $6.70M | 0.14% | +76,310 | New |
| Atria Investments LLC | 76,455 | $6.71M | 0.13% | +24,105+46.0% | Added |
| Kestra Private Wealth Services, LLC | 76,802 | $6.74M | 0.27% | +426+0.6% | Added |
| Norinchukin Bank, The | 76,934 | $6.75M | 0.13% | +1,613+2.1% | Added |
| FORA Capital, LLC | 78,131 | $6.86M | 0.69% | +24,343+45.3% | Added |
| Logan Capital Management Inc | 78,789 | $6.92M | 0.34% | +7,127+9.9% | Added |
| Sit Investment Associates Inc | 79,345 | $6.97M | 0.19% | −47,445−37.4% | Reduced |
| Burns J W & Co Inc | 80,076 | $7.03M | 1.20% | +316+0.4% | Added |
| DCM Advisors, LLC | 80,872 | $7.10M | 3.30% | −221−0.3% | Reduced |
| AE Wealth Management LLC | 81,067 | $7.12M | 0.05% | −1,572−1.9% | Reduced |
| White Pine Investment CO | 81,279 | $7.14M | 2.56% | −1,778−2.1% | Reduced |
| Hourglass Capital, LLC | 81,692 | $7.17M | 2.59% | −1,990−2.4% | Reduced |
| Pacer Advisors, Inc. | 81,803 | $7.18M | 0.03% | +52,711+181.2% | Added |
| McGuire Investment Group, LLC | 81,827 | $7.18M | 1.43% | −2,044−2.4% | Reduced |
| SG Americas Securities, LLC | 81,870 | $7.19M | 0.10% | −214,061−72.3% | Reduced |
| Kinneret Advisory, LLC | 82,736 | $7.26M | 0.94% | −4,445−5.1% | Reduced |
| Hennessy Advisors Inc | 83,600 | $7.34M | 0.54% | +4,900+6.2% | Added |
| Natixis | 84,239 | $7.40M | 0.07% | −1,370,754−94.2% | Reduced |
| Banco Santander, S.A. | 84,240 | $7.40M | 0.11% | −22,362−21.0% | Reduced |
| D.A. Davidson & Co. | 84,836 | $7.42M | 0.08% | −2,836−3.2% | Reduced |
| Oak Harvest Investment Services | 84,612 | $7.43M | 1.71% | +3,714+4.6% | Added |
| Louisiana State Employees Retirement System | 84,900 | $7.45M | 0.19% | −300−0.4% | Reduced |
| Wesbanco Bank Inc | 84,989 | $7.46M | 0.32% | +139+0.2% | Added |
| Private Advisor Group, LLC | 87,073 | $7.65M | 0.07% | −4,294−4.7% | Reduced |