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 |
|---|---|---|---|---|---|
| Piscataqua Savings Bank | 1,538 | $135.0K | 0.11% | +75+5.1% | Added |
| Thompson Investment Management, Inc. | 1,562 | $137.1K | 0.02% | +1,562 | New |
| Machina Capital S.A.S. | 1,649 | $144.8K | 0.13% | +1,649 | New |
| Bogart Wealth, LLC | 1,665 | $146.2K | 0.01% | +104+6.7% | Added |
| Exchange Traded Concepts, LLC | 1,686 | $148.0K | 0.00% | +1,580+1,490.6% | Added |
| Proequities, Inc. | 1,709 | $150.9K | 0.01% | +63+3.8% | Added |
| Endurance Wealth Management, Inc. | 1,767 | $155.0K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,796 | $156.0K | 0.13% | +74+4.3% | Added |
| Grove Bank & Trust | 1,785 | $156.7K | 0.03% | +211+13.4% | Added |
| Blue Bell Private Wealth Management, LLC | 1,789 | $157.1K | 0.05% | +15+0.8% | Added |
| Farmers & Merchants Investments Inc | 1,810 | $158.9K | 0.01% | −17−0.9% | Reduced |
| Atlas Capital Advisors LLC | 1,816 | $159.4K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,821 | $159.9K | 0.09% | −19−1.0% | Reduced |
| Godsey & Gibb Associates | 1,836 | $161.2K | 0.02% | −100−5.2% | Reduced |
| IMA Wealth, Inc. | 1,842 | $161.7K | 0.04% | −381−17.1% | Reduced |
| Brown Shipley& Co Ltd | 1,874 | $164.5K | 0.11% | +1,874 | New |
| Credential Qtrade Securities Inc. | 1,895 | $166.4K | 0.01% | −25−1.3% | Reduced |
| BerganKDV Wealth Management, LLC | 1,929 | $169.4K | 0.02% | +91+5.0% | Added |
| Emfo, LLC | 2,000 | $175.6K | 0.17% | +2,000 | New |
| Baystate Wealth Management LLC | 2,012 | $176.7K | 0.02% | +108+5.7% | Added |
| Independence Bank of Kentucky | 2,054 | $180.3K | 0.08% | +550+36.6% | Added |
| Motco | 2,084 | $183.0K | 0.01% | −52−2.4% | Reduced |
| Glassman Wealth Services | 2,104 | $184.7K | 0.03% | +844+67.0% | Added |
| Boyd Watterson Asset Management LLC | 2,122 | $186.3K | 0.08% | +15+0.7% | Added |
| Missouri Trust & Investment Co | 2,151 | $188.9K | 0.12% | −114−5.0% | Reduced |
| Old North State Trust, LLC | 2,169 | $190.0K | 0.13% | +22+1.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,200 | $193.2K | 0.00% | +211+10.6% | Added |
| Baker Avenue Asset Management, LP | 2,208 | $193.9K | 0.01% | +5+0.2% | Added |
| Harbour Investments, Inc. | 2,235 | $196.2K | 0.01% | −508−18.5% | Reduced |
| Prestige Wealth Management Group LLC | 2,269 | $199.2K | 0.05% | −89−3.8% | Reduced |
| Vicus Capital | 2,284 | $200.6K | 0.02% | +2,284 | New |
| Aft, Forsyth & Company, Inc. | 2,285 | $200.6K | 0.16% | +2,285 | New |
| Optimum Investment Advisors | 2,300 | $201.9K | 0.11% | −8−0.3% | Reduced |
| Talisman Wealth Advisors LLC | 2,300 | $202.0K | 0.36% | +2,300 | New |
| Avestar Capital, LLC | 2,303 | $202.2K | 0.04% | +2,303 | New |
| Ssi Investment Management LLC | 2,304 | $202.3K | 0.01% | −545−19.1% | Reduced |
| Terry L. Blaker | 2,317 | $203.4K | 0.02% | +2,317 | New |
| Firestone Capital Management | 2,318 | $203.5K | 0.07% | +2,318 | New |
| Winthrop Advisory Group LLC | 2,330 | $204.6K | 0.04% | +2,330 | New |
| Karpas Strategies, LLC | 2,334 | $204.9K | 0.07% | +2,334 | New |
| First National Bank of South Miami | 2,350 | $206.3K | 0.16% | −8−0.3% | Reduced |
| HFG Advisors, Inc. | 2,355 | $206.8K | 0.24% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 2,370 | $208.1K | 0.08% | +2,370 | New |
| Austin Private Wealth, LLC | 2,374 | $208.4K | 0.03% | +2,374 | New |
| BancorpSouth Bank | 2,374 | $208.5K | 0.02% | +2,374 | New |
| Boothbay Fund Management, LLC | 2,375 | $208.5K | 0.01% | +2,375 | New |
| PFG Advisors | 2,388 | $209.6K | 0.02% | −424−15.1% | Reduced |
| Windsor Group LTD | 2,512 | $211.0K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,404 | $211.2K | 0.02% | +69+3.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,416 | $212.2K | 0.05% | −127−5.0% | Reduced |
| Boston Trust Walden Corp | 2,423 | $212.7K | 0.00% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,429 | $213.3K | 0.26% | −264−9.8% | Reduced |
| REDW Wealth LLC | 2,433 | $213.6K | 0.07% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 2,467 | $213.9K | 0.23% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,434 | $214.0K | 0.02% | −141−5.5% | Reduced |
| Hoxton Planning & Management, LLC | 2,449 | $215.0K | 0.12% | −28−1.1% | Reduced |
| Chicago Trust Co NA | 2,454 | $215.5K | 0.05% | −62−2.5% | Reduced |
| Soltis Investment Advisors LLC | 2,455 | $215.6K | 0.03% | +34+1.4% | Added |
| Deseret Mutual Benefit Administrators | 2,470 | $216.9K | 0.09% | +39+1.6% | Added |
| Hall Capital Management Co Inc | 2,490 | $218.6K | 0.13% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,494 | $219.0K | 0.12% | −75−2.9% | Reduced |
| Oxford Financial Group Ltd | 2,497 | $219.2K | 0.02% | +2,497 | New |
| Beck Mack & Oliver LLC | 2,500 | $219.5K | 0.01% | 00.0% | Unchanged |
| Gruss & Co., LLC | 2,500 | $219.5K | 1.39% | +2,500 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,501 | $219.6K | 0.06% | +2,501 | New |
| Highlander Capital Management, LLC | 2,500 | $220.0K | 0.11% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2,511 | $220.5K | 0.03% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,512 | $220.6K | 0.07% | +2,512 | New |
| Ofi Invest Asset Management | 19,431,194 | $221.3K | 1.14% | +19,431,194 | New |
| Flynn Zito Capital Management, LLC | 2,521 | $221.3K | 0.16% | +2,521 | New |
| Bangor Savings Bank | 2,525 | $221.7K | 0.03% | −78−3.0% | Reduced |
| Doheny Asset Management | 2,523 | $222.0K | 0.20% | −203−7.4% | Reduced |
| Lifestyle Asset Management, Inc. | 2,530 | $222.1K | 0.15% | +2,530 | New |
| Hemington Wealth Management | 2,542 | $223.0K | 0.09% | −56−2.2% | Reduced |
| Tower Bridge Advisors | 2,542 | $223.2K | 0.02% | −1,200−32.1% | Reduced |
| Horizon Wealth Management, LLC | 2,543 | $223.3K | 0.17% | +2+0.1% | Added |
| Kingfisher Capital LLC | 2,545 | $223.5K | 0.06% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 2,549 | $223.8K | 0.16% | +113+4.6% | Added |
| Fiduciary Group LLC | 2,554 | $224.2K | 0.03% | +2,554 | New |
| Pictet & Cie (Europe) SA | 2,557 | $224.5K | 0.01% | +2,557 | New |
| Clear Street Markets LLC | 2,564 | $225.0K | 0.06% | −60,568−95.9% | Reduced |
| Summit Global Investments | 2,563 | $225.0K | 0.02% | −5−0.2% | Reduced |
| Castleview Partners, LLC | 2,573 | $225.9K | 0.20% | +176+7.3% | Added |
| Key Financial Inc | 2,576 | $226.2K | 0.08% | +536+26.3% | Added |
| Welch Group, LLC | 2,588 | $227.2K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,591 | $227.5K | 0.03% | +116+4.7% | Added |
| Cantor Fitzgerald, L. P. | 2,600 | $228.3K | 0.00% | −3,587−58.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,617 | $229.8K | 0.03% | −1,753−40.1% | Reduced |
| Sandy Spring Bank | 2,625 | $230.5K | 0.01% | +337+14.7% | Added |
| Eagle Strategies LLC | 2,634 | $231.3K | 0.06% | +102+4.0% | Added |
| Wellington Shields Capital Management, LLC | 2,637 | $231.5K | 0.03% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,639 | $231.7K | 0.11% | +7+0.3% | Added |
| Insigneo Advisory Services, LLC | 2,658 | $232.3K | 0.07% | −4,057−60.4% | Reduced |
| Pinnacle Financial Partners Inc | 2,650 | $232.7K | 0.01% | +2,650 | New |
| Congress Park Capital LLC | 2,650 | $232.7K | 0.14% | −200−7.0% | Reduced |
| Ropes Wealth Advisors LLC | 2,655 | $233.2K | 0.04% | +2,655 | New |
| Daymark Wealth Partners, LLC | 2,656 | $233.2K | 0.03% | +2,656 | New |
| Focus Financial Network, Inc. | 2,658 | $233.3K | 0.01% | −5−0.2% | Reduced |
| Associated Banc-Corp | 2,658 | $233.4K | 0.01% | −7−0.3% | Reduced |
| Resonant Capital Advisors, LLC | 2,670 | $234.4K | 0.03% | −918−25.6% | Reduced |