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 |
|---|---|---|---|---|---|
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −17,367−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −16,594−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −15,928−100.0% | Sold out |
| Zenyatta Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −13,890−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −10,854−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −10,692−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −9,109−100.0% | Sold out |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −9,355−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −9,348−100.0% | Sold out |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,964−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −8,406−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −8,120−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −8,104−100.0% | Sold out |
| Johnson & White Wealth Management, LLC | 0 | $0 | 0.00% | −3,709−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −6,707−100.0% | Sold out |
| One River Asset Management, LLC | 0 | $0 | 0.00% | −6,235−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −5,646−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,635−100.0% | Sold out |
| Morris Retirement Advisors, LLC | 0 | $0 | 0.00% | −5,566−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −4,735−100.0% | Sold out |
| Perritt Capital Management Inc | 0 | $0 | 0.00% | −4,530−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,503−100.0% | Sold out |
| Poplar Forest Capital LLC | 0 | $0 | 0.00% | −4,161−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −4,127−100.0% | Sold out |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −4,070−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −4,037−100.0% | Sold out |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −3,914−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −3,876−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −3,860−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,852−100.0% | Sold out |
| Per Stirling Capital Management, LLC. | 0 | $0 | 0.00% | −3,266−100.0% | Sold out |
| Gratus Capital LLC | 0 | $0 | 0.00% | −3,067−100.0% | Sold out |
| First Affirmative Financial Network | 0 | $0 | 0.00% | −3,058−100.0% | Sold out |
| IMPACTfolio, LLC | 0 | $0 | 0.00% | −3,033−100.0% | Sold out |
| Leisure Capital Management | 0 | $0 | 0.00% | −2,904−100.0% | Sold out |
| Michael B. Yongue | 0 | $0 | 0.00% | −2,838−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Detalus Advisors, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Novare Capital Management LLC | 0 | $0 | 0.00% | −2,775−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −2,767−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −2,740−100.0% | Sold out |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −2,714−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −2,662−100.0% | Sold out |
| Fort Sheridan Advisors LLC | 0 | $0 | 0.00% | −2,512−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −2,476−100.0% | Sold out |
| Washington Trust Bank | 0 | $0 | 0.00% | −2,431−100.0% | Sold out |
| TrueWealth Advisors, LLC | 0 | $0 | 0.00% | −2,415−100.0% | Sold out |
| Smallwood Wealth Investment Management, LLC | 0 | $0 | 0.00% | −2,403−100.0% | Sold out |
| MBL Wealth, LLC | 0 | $0 | 0.00% | −2,383−100.0% | Sold out |
| Interactive Financial Advisors | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Magellan Asset Management Ltd | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −1,272−100.0% | Sold out |
| WD Rutherford LLC | 0 | $0 | 0.00% | −1,215−100.0% | Sold out |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −887−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −741−100.0% | Sold out |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| Corrado Advisors, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Marshall & Sullivan Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| MRP Capital Investments, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −357−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −338−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| Chelsea Counsel Co | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Seldon Capital LP | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Riverpoint Wealth Management Holdings, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Granite FO LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Stuart Chaussee & Associates, Inc. | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| QVR LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Pension & Wealth Management Advisors, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Davidson Capital Management Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Robbins Farley LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Abeille Asset Management SA | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Bank of the West | – | – | – | – | Not filed |
| Allstate Investment Management Co | – | – | – | – | Not filed |
| Canandaigua National Corp | – | – | – | – | Not filed |
| Regent Investment Management LLC | – | – | – | – | Not filed |
| YorkBridge Wealth Partners, LLC | – | – | – | – | Not filed |