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 |
|---|---|---|---|---|---|
| Argent Advisors, Inc. | 2,680 | $235.3K | 0.11% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,683 | $235.6K | 0.07% | +334+14.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,689 | $236.1K | 0.00% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 2,696 | $237.0K | 0.06% | +2,696 | New |
| Oakworth Capital, Inc. | 2,700 | $237.1K | 0.02% | 00.0% | Unchanged |
| La Financiere de L'Echiquier | 2,700 | $237.1K | 0.01% | +2,700 | New |
| Norway Savings Bank | 2,703 | $237.3K | 0.12% | −240−8.2% | Reduced |
| Reik & Co., LLC | 2,703 | $237.3K | 0.07% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 2,714 | $238.3K | 0.08% | +242+9.8% | Added |
| Phillips Wealth Planners LLC | 2,713 | $238.6K | 0.32% | +25+0.9% | Added |
| Broadleaf Partners, LLC | 2,719 | $238.7K | 0.09% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,720 | $238.8K | 0.03% | +2,720 | New |
| Halbert Hargrove Global Advisors, LLC | 2,737 | $240.3K | 0.02% | −359−11.6% | Reduced |
| Willow Creek Wealth Management Inc. | 2,743 | $240.8K | 0.04% | +46+1.7% | Added |
| Keel Point, LLC | 2,744 | $240.9K | 0.03% | +2,744 | New |
| Wedge Capital Management L L P | 2,750 | $241.4K | 0.00% | +80+3.0% | Added |
| Ascent Group, LLC | 2,759 | $242.2K | 0.03% | −131−4.5% | Reduced |
| Planned Solutions, Inc. | 2,772 | $243.4K | 0.15% | +40+1.5% | Added |
| Bedel Financial Consulting, Inc. | 2,777 | $243.8K | 0.06% | −101−3.5% | Reduced |
| McLean Asset Management Corp | 2,778 | $243.9K | 0.10% | −140−4.8% | Reduced |
| Farther Finance Advisors, LLC | 2,785 | $244.5K | 0.07% | +1,601+135.2% | Added |
| Chatham Capital Group, Inc. | 2,791 | $245.1K | 0.05% | +2,791 | New |
| Pathway Financial Advisors LLC | 2,820 | $247.6K | 0.08% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 2,822 | $247.8K | 0.13% | +380+15.6% | Added |
| Buffington Mohr McNeal | 2,825 | $248.0K | 0.06% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,826 | $248.1K | 0.14% | −43−1.5% | Reduced |
| Syntax Advisors, LLC | 2,826 | $248.1K | 0.19% | −43−1.5% | Reduced |
| Crewe Advisors LLC | 2,828 | $248.3K | 0.04% | −357−11.2% | Reduced |
| Fortis Group Advisors, LLC | 2,779 | $250.0K | 0.08% | +2,779 | New |
| Navis Wealth Advisors, LLC | 2,862 | $251.3K | 0.28% | −38−1.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,870 | $252.0K | 0.08% | +2,870 | New |
| Valmark Advisers, Inc. | 2,887 | $253.5K | 0.01% | −66−2.2% | Reduced |
| GHP Investment Advisors, Inc. | 2,891 | $253.8K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,893 | $254.0K | 0.03% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,898 | $254.4K | 0.01% | 00.0% | Unchanged |
| NBW Capital LLC | 2,902 | $254.8K | 0.06% | +2,902 | New |
| American State Bank (Iowa) | 2,908 | $255.3K | 0.19% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 2,920 | $256.4K | 0.09% | −75−2.5% | Reduced |
| Coastal Investment Advisors, Inc. | 2,924 | $256.7K | 0.06% | −19−0.6% | Reduced |
| Stonnington Group, LLC | 3,000 | $257.1K | 0.07% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 2,934 | $257.6K | 0.15% | −693−19.1% | Reduced |
| Manchester Capital Management LLC | 2,934 | $257.6K | 0.03% | +98+3.5% | Added |
| Apriem Advisors | 2,936 | $257.8K | 0.04% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 2,962 | $260.0K | 0.20% | −150−4.8% | Reduced |
| Choate Investment Advisors | 2,966 | $260.4K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 2,969 | $260.7K | 0.02% | −226−7.1% | Reduced |
| EP Wealth Advisors, LLC | 6,021 | $260.7K | 0.01% | −943−13.5% | Reduced |
| Harvest Fund Management Co., Ltd | 2,970 | $261.0K | 0.06% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,975 | $261.2K | 0.02% | −11,573−79.6% | Reduced |
| Harrington Investments, INC | 2,975 | $261.2K | 0.18% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 2,978 | $261.5K | 0.09% | +2,978 | New |
| Enterprise Financial Services Corp | 2,990 | $262.5K | 0.17% | +25+0.8% | Added |
| Stiles Financial Services Inc | 2,997 | $263.1K | 0.14% | −104−3.4% | Reduced |
| Mastrapasqua Asset Management Inc | 3,000 | $263.4K | 0.03% | −500−14.3% | Reduced |
| Spirit of America Management Corp | 3,000 | $263.4K | 0.06% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,188 | $264.4K | 0.17% | +220+7.4% | Added |
| Sepio Capital, LP | 3,013 | $264.5K | 0.02% | −280−8.5% | Reduced |
| Annapolis Financial Services, LLC | 3,015 | $264.7K | 0.08% | +218+7.8% | Added |
| Kozak & Associates, Inc. | 3,020 | $265.2K | 0.12% | +26+0.9% | Added |
| Private Capital Management LLC | 3,036 | $266.6K | 0.08% | +475+18.5% | Added |
| M&G Investment Management Ltd | 3,036 | $267.2K | 0.00% | 00.0% | Unchanged |
| Five Oceans Advisors | 3,055 | $268.2K | 0.17% | +38+1.3% | Added |
| Ipswich Investment Management Co., Inc. | 3,068 | $269.4K | 0.07% | 00.0% | Unchanged |
| Private Asset Management Inc | 3,082 | $270.6K | 0.04% | 00.0% | Unchanged |
| Belvedere Trading LLC | 3,088 | $271.1K | 0.12% | +3,088 | New |
| Centric Wealth Management | 3,111 | $273.2K | 0.12% | +16+0.5% | Added |
| SOL Capital Management CO | 3,120 | $273.9K | 0.04% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 3,133 | $275.1K | 0.25% | 00.0% | Unchanged |
| Provence Wealth Management Group | 3,143 | $276.0K | 0.18% | +3,143 | New |
| Joule Financial, LLC | 3,155 | $277.0K | 0.15% | −517−14.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,165 | $277.9K | 0.15% | +91+3.0% | Added |
| Bragg Financial Advisors, Inc | 3,187 | $279.8K | 0.02% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 3,187 | $279.8K | 0.04% | +3,187 | New |
| Hotchkis & Wiley Capital Management LLC | 3,200 | $281.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,207 | $281.6K | 0.09% | −4−0.1% | Reduced |
| Manchester Financial Inc | 3,228 | $283.4K | 0.08% | +80+2.5% | Added |
| CNB Bank | 3,231 | $283.7K | 0.17% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,234 | $283.9K | 0.04% | −186−5.4% | Reduced |
| Guerra Pan Advisors, LLC | 3,239 | $284.4K | 0.36% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,257 | $285.9K | 0.16% | +3+0.1% | Added |
| Operose Advisors LLC | 3,257 | $286.0K | 0.14% | +1,128+53.0% | Added |
| Independent Solutions Wealth Management, LLC | 3,258 | $286.1K | 0.08% | −82−2.5% | Reduced |
| Capital Advisors Inc | 3,270 | $287.1K | 0.01% | −10−0.3% | Reduced |
| Wallace Advisory Group, LLC | 3,276 | $287.6K | 0.22% | −83−2.5% | Reduced |
| Marathon Capital Management | 3,277 | $287.7K | 0.07% | −234−6.7% | Reduced |
| Valley National Advisers Inc | 3,198 | $288.0K | 0.05% | +94+3.0% | Added |
| Great Lakes Advisors, LLC | 3,290 | $288.9K | 0.00% | +3,290 | New |
| NBT Bank N A | 3,307 | $290.4K | 0.04% | +75+2.3% | Added |
| Aspiriant, LLC | 3,309 | $290.5K | 0.02% | −6−0.2% | Reduced |
| Humankind Investments LLC | 3,323 | $291.8K | 0.12% | −370−10.0% | Reduced |
| Janney Capital Management LLC | 3,330 | $292.0K | 0.02% | +168+5.3% | Added |
| Twin Focus Capital Partners, LLC | 3,329 | $292.3K | 0.06% | +119+3.7% | Added |
| Jackson Square Capital, LLC | 3,333 | $292.6K | 0.13% | −2,019−37.7% | Reduced |
| JGP Wealth Management, LLC | 3,336 | $292.9K | 0.05% | −62−1.8% | Reduced |
| Independent Financial Group, LLC | 3,340 | $293.3K | 0.02% | −168−4.8% | Reduced |
| WSFS Capital Management, LLC | 3,345 | $293.7K | 0.03% | −136−3.9% | Reduced |
| Crawford Investment Counsel Inc | 3,350 | $294.1K | 0.01% | +361+12.1% | Added |
| Parsec Financial Management, Inc. | 3,350 | $294.1K | 0.01% | −158−4.5% | Reduced |
| Arkadios Wealth Advisors | 3,355 | $294.5K | 0.04% | +557+19.9% | Added |
| Strait & Sound Wealth Management LLC | 3,357 | $294.7K | 0.29% | +159+5.0% | Added |