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; 2,745 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 | 2,745 | $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 |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 380 | $33.3K | 0.01% | +193+103.2% | Added |
| Baldrige Asset Management LLC | 391 | $34.0K | 0.01% | +3+0.8% | Added |
| Focused Wealth Management, Inc | 389 | $34.2K | 0.01% | +350+897.4% | Added |
| Abound Wealth Management | 392 | $34.4K | 0.02% | +147+60.0% | Added |
| SJS Investment Consulting Inc. | 395 | $34.7K | 0.01% | +16+4.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 400 | $35.1K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 417 | $36.0K | 0.04% | +417 | New |
| Larson Financial Group LLC | 425 | $37.3K | 0.00% | +247+138.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 436 | $38.3K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 484 | $42.5K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 492 | $43.2K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 513 | $45.0K | 0.02% | −210−29.0% | Reduced |
| Ogorek Anthony Joseph | 523 | $45.0K | 0.02% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 515 | $45.2K | 0.02% | +6+1.2% | Added |
| Evermay Wealth Management LLC | 518 | $45.5K | 0.01% | +168+48.0% | Added |
| Cedar Wealth Management, LLC | 527 | $46.3K | 0.02% | −395−42.8% | Reduced |
| Register Financial Advisors LLC | 539 | $47.3K | 0.04% | −755−58.3% | Reduced |
| SRS Capital Advisors, Inc. | 551 | $48.3K | 0.01% | +4+0.7% | Added |
| America First Investment Advisors, LLC | 556 | $48.8K | 0.01% | +556 | New |
| WealthPLAN Partners, LLC | 571 | $50.2K | 0.01% | +571 | New |
| Horrell Capital Management, Inc. | 583 | $51.0K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 590 | $51.8K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 590 | $51.8K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $52.7K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 600 | $53.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 607 | $53.3K | 0.01% | −95−13.5% | Reduced |
| Vigilant Capital Management, LLC | 613 | $54.0K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 625 | $54.9K | 0.04% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 627 | $55.0K | 0.01% | −7,073−91.9% | Reduced |
| Tobam | 637 | $56.0K | 0.00% | +637 | New |
| TFC Financial Management | 646 | $56.7K | 0.01% | +607+1,556.4% | Added |
| Graham Capital Wealth Management, LLC | 648 | $56.9K | 0.08% | +648 | New |
| First Financial Corp | 673 | $59.1K | 0.04% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 720 | $63.2K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 724 | $63.5K | 0.02% | +50+7.4% | Added |
| Carmichael Hill & Associates, Inc. | 738 | $64.8K | 0.03% | +3+0.4% | Added |
| Covestor Ltd | 745 | $65.0K | 0.06% | −265−26.2% | Reduced |
| HHM Wealth Advisors, LLC | 741 | $65.1K | 0.01% | +61+9.0% | Added |
| Colonial Trust Co | 742 | $65.1K | 0.02% | +600+422.5% | Added |
| Clearview Wealth Advisors LLC | 756 | $66.4K | 0.07% | +1+0.1% | Added |
| Horan Securities, Inc. | 758 | $66.6K | 0.03% | +20+2.7% | Added |
| Knuff & Co LLC | 760 | $66.7K | 0.03% | +560+280.0% | Added |
| Eukles Asset Management | 770 | $67.6K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 781 | $68.6K | 0.01% | +103+15.2% | Added |
| Rocky Mountain Advisers, LLC | 786 | $69.0K | 0.04% | +5+0.6% | Added |
| Nalls Sherbakoff Group, LLC | 813 | $70.0K | 0.07% | +813 | New |
| ICA Group Wealth Management, LLC | 808 | $70.9K | 0.02% | −596−42.5% | Reduced |
| CoreFirst Bank & Trust | 811 | $71.2K | 0.05% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 818 | $71.8K | 0.01% | +70+9.4% | Added |
| Atticus Wealth Management, LLC | 855 | $75.1K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 855 | $75.1K | 0.02% | +756+763.6% | Added |
| Pointe Capital Management LLC | 858 | $75.3K | 0.05% | +858 | New |
| Picton Mahoney Asset Management | 875 | $77.0K | 0.00% | −140−13.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 890 | $78.0K | 0.05% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 950 | $83.4K | 0.01% | +310+48.4% | Added |
| Pathway Financial Advisers, LLC | 959 | $84.2K | 0.03% | +6+0.6% | Added |
| Tilia Fiduciary Partners, Inc. | 963 | $84.6K | 0.08% | −53−5.2% | Reduced |
| Sound Income Strategies, LLC | 971 | $85.2K | 0.01% | −115−10.6% | Reduced |
| Cedar Mountain Advisors, LLC | 975 | $85.6K | 0.03% | +5+0.5% | Added |
| Brown, Lisle/Cummings, Inc. | 975 | $85.6K | 0.04% | +50+5.4% | Added |
| PSI Advisors, LLC | 988 | $86.7K | 0.04% | −13−1.3% | Reduced |
| GeoWealth Management, LLC | 984 | $87.0K | 0.01% | −316−24.3% | Reduced |
| Citizens National Bank Trust Department | 1,000 | $87.8K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,000 | $88.0K | 0.06% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,013 | $88.9K | 0.07% | +8+0.8% | Added |
| Centennial Bank | 1,031 | $90.5K | 0.06% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,117 | $95.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,090 | $95.0K | 0.05% | +106+10.8% | Added |
| Founders Capital Management | 1,099 | $97.0K | 0.07% | +6+0.5% | Added |
| BDO Wealth Advisors, LLC | 1,106 | $97.1K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 734 | $98.0K | 0.02% | −375−33.8% | Reduced |
| Hanson & Doremus Investment Management | 1,125 | $99.0K | 0.02% | −139−11.0% | Reduced |
| Fortis Advisors, LLC | 1,144 | $100.4K | 0.07% | +9+0.8% | Added |
| Paladin Advisory Group, LLC | 1,156 | $101.5K | 0.08% | +1,156 | New |
| Dividend Assets Capital, LLC | 1,233 | $105.0K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,208 | $106.0K | 0.12% | −67−5.3% | Reduced |
| Compass Wealth Management LLC | 1,212 | $106.4K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,239 | $108.8K | 0.02% | +901+266.6% | Added |
| Carolinas Wealth Consulting LLC | 1,241 | $108.9K | 0.02% | +111+9.8% | Added |
| Armstrong Advisory Group, Inc | 1,255 | $110.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,257 | $110.4K | 0.00% | −48−3.7% | Reduced |
| JFS Wealth Advisors, LLC | 1,262 | $110.8K | 0.01% | +17+1.4% | Added |
| Kapitalo Investimentos Ltda | 1,264 | $111.0K | 0.04% | +1,264 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,324 | $116.0K | 0.04% | +1,324 | New |
| West Paces Advisors Inc. | 1,337 | $117.4K | 0.04% | +36+2.8% | Added |
| Capital Advisors, Ltd. LLC | 1,347 | $118.0K | 0.02% | −1,200−47.1% | Reduced |
| Silvant Capital Management LLC | 1,357 | $119.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,370 | $120.3K | 0.01% | −29−2.1% | Reduced |
| Gleason Group, Inc. | 1,391 | $122.1K | 0.04% | +11+0.8% | Added |
| Ellevest, Inc. | 1,407 | $123.5K | 0.01% | −194−12.1% | Reduced |
| Laffer Tengler Investments | 1,417 | $124.4K | 0.03% | −1−0.1% | Reduced |
| Riverview Trust Co | 1,422 | $124.9K | 0.11% | +841+144.8% | Added |
| Cranbrook Wealth Management, LLC | 1,425 | $125.1K | 0.04% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,426 | $125.2K | 0.08% | +1,426 | New |
| Roble, Belko & Company, Inc | 1,453 | $128.0K | 0.03% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,475 | $129.5K | 0.04% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,481 | $130.0K | 0.02% | +888+149.7% | Added |
| Stonebridge Capital Advisors LLC | 1,493 | $131.1K | 0.01% | −122−7.6% | Reduced |
| Monetary Management Group Inc | 1,500 | $131.7K | 0.04% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $132.0K | 0.01% | 00.0% | Unchanged |