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 |
|---|---|---|---|---|---|
| Delta Financial Group, Inc. | 3,370 | $296.0K | 0.12% | +124+3.8% | Added |
| Capstone Financial Advisors, Inc. | 3,374 | $296.2K | 0.02% | −89−2.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,390 | $297.6K | 0.23% | +66+2.0% | Added |
| Advus Financial Partners, LLC | 3,398 | $298.4K | 0.12% | +352+11.6% | Added |
| Cary Street Partner Investment Advisory LLC | 3,416 | $299.9K | 0.02% | −366−9.7% | Reduced |
| Liberty Wealth Management LLC | 3,467 | $299.9K | 0.06% | +3,467 | New |
| Wrapmanager Inc | 3,422 | $300.5K | 0.09% | +659+23.9% | Added |
| Girard Partners Ltd. | 3,433 | $301.5K | 0.03% | +185+5.7% | Added |
| Trustmark National Bank Trust Department | 3,434 | $301.5K | 0.03% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 3,439 | $302.0K | 0.00% | −791−18.7% | Reduced |
| Aprio Wealth Management, LLC | 3,440 | $302.1K | 0.09% | +415+13.7% | Added |
| AXS Investments LLC | 3,446 | $302.6K | 0.10% | −422−10.9% | Reduced |
| World Equity Group, Inc. | 42,956 | $306.9K | 0.05% | +42,956 | New |
| Forte Capital LLC | 3,505 | $307.7K | 0.05% | +65+1.9% | Added |
| Morningstar Investment Management LLC | 3,505 | $308.0K | 0.05% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 3,510 | $308.1K | 0.03% | −363−9.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,522 | $309.2K | 0.12% | −615−14.9% | Reduced |
| Richwood Investment Advisors, LLC | 3,525 | $309.5K | 0.31% | −65−1.8% | Reduced |
| Johnson Investment Counsel Inc | 3,538 | $310.6K | 0.00% | +296+9.1% | Added |
| Cedar Brook Financial Partners, LLC | 3,546 | $311.3K | 0.08% | −497−12.3% | Reduced |
| Cohen & Steers, Inc. | 3,553 | $312.0K | 0.00% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 3,570 | $313.5K | 0.10% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,571 | $313.5K | 0.07% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,578 | $314.0K | 0.13% | −3,146−46.8% | Reduced |
| City State Bank | 3,575 | $314.0K | 0.18% | −200−5.3% | Reduced |
| Financial Advocates Investment Management | 3,599 | $316.0K | 0.02% | +1,210+50.6% | Added |
| Alta Advisers Ltd | 3,600 | $316.1K | 0.19% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,609 | $316.9K | 0.00% | −82−2.2% | Reduced |
| MidWestOne Financial Group, Inc. | 3,614 | $317.3K | 0.07% | −50−1.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,648 | $320.3K | 0.26% | +96+2.7% | Added |
| MQS Management LLC | 3,648 | $320.3K | 0.21% | +3,648 | New |
| First Financial Bank - Trust Division | 3,658 | $321.2K | 0.03% | −22−0.6% | Reduced |
| Fortem Financial Group, LLC | 3,658 | $321.2K | 0.21% | −384−9.5% | Reduced |
| Icon Wealth Partners, LLC | 3,665 | $321.8K | 0.04% | +3,665 | New |
| Masso Torrence Wealth Management Inc. | 3,667 | $322.0K | 0.25% | 00.0% | Unchanged |
| Sender Co & Partners, Inc. | 3,683 | $323.4K | 1.17% | +3,683 | New |
| M&R Capital Management Inc | 3,697 | $324.6K | 0.09% | −1,039−21.9% | Reduced |
| Alerus Financial NA | 3,702 | $325.0K | 0.03% | −48−1.3% | Reduced |
| Kaizen Financial Strategies | 3,733 | $327.7K | 0.32% | +29+0.8% | Added |
| United Bank | 3,746 | $328.9K | 0.04% | +242+6.9% | Added |
| Hollencrest Capital Management | 3,747 | $329.0K | 0.04% | +3,151+528.7% | Added |
| Overbrook Management Corp | 3,764 | $330.5K | 0.09% | 00.0% | Unchanged |
| Sentinus, LLC | 3,768 | $330.8K | 0.11% | +3,768 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,853 | $331.8K | 0.09% | −61−1.6% | Reduced |
| Herold Advisors, Inc. | 3,782 | $332.0K | 0.11% | −858−18.5% | Reduced |
| Eagle Asset Management Inc | 3,794 | $333.0K | 0.00% | +3,794 | New |
| MCF Advisors LLC | 3,777 | $333.2K | 0.03% | −81−2.1% | Reduced |
| Avantax Planning Partners, Inc. | 3,815 | $335.0K | 0.01% | −243−6.0% | Reduced |
| Millennium Capital Advisors, LLC | 3,817 | $335.1K | 0.30% | +88+2.4% | Added |
| Concord Wealth Partners | 3,830 | $336.3K | 0.10% | +984+34.6% | Added |
| DRW Securities, LLC | 3,863 | $339.0K | 0.05% | −2,426−38.6% | Reduced |
| Platte River Wealth Advisors, LLC | 3,863 | $339.2K | 0.13% | −67−1.7% | Reduced |
| Altus Wealth Group LLC | 3,902 | $342.6K | 0.23% | +5+0.1% | Added |
| Davidson Investment Advisors | 3,909 | $343.2K | 0.02% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 3,912 | $343.4K | 0.14% | +3,912 | New |
| Tradition Wealth Management, LLC | 3,921 | $344.0K | 0.04% | +210+5.7% | Added |
| Hudock, Inc. | 3,919 | $344.2K | 0.08% | −612−13.5% | Reduced |
| Rosenberg Matthew Hamilton | 3,922 | $344.4K | 0.11% | +138+3.6% | Added |
| Shepherd Financial Partners LLC | 3,938 | $345.7K | 0.06% | −240−5.7% | Reduced |
| Nwam LLC | 3,946 | $346.5K | 0.04% | +506+14.7% | Added |
| Imprint Wealth LLC | 3,947 | $346.6K | 0.23% | +3,947 | New |
| RMR Wealth Builders | 3,972 | $348.8K | 0.07% | +664+20.1% | Added |
| Amplius Wealth Advisors, LLC | 3,978 | $349.3K | 0.05% | +112+2.9% | Added |
| Integrated Investment Consultants, LLC | 3,995 | $350.8K | 0.11% | −352−8.1% | Reduced |
| Park National Corp | 4,003 | $351.5K | 0.02% | +136+3.5% | Added |
| Curi Capital | 4,026 | $353.5K | 0.05% | −598−12.9% | Reduced |
| Stelac Advisory Services LLC | 4,051 | $355.7K | 0.15% | +140+3.6% | Added |
| Infrastructure Capital Advisors, LLC | 4,052 | $355.8K | 0.07% | +4,052 | New |
| Tributary Capital Management, LLC | 4,070 | $357.3K | 0.03% | −130−3.1% | Reduced |
| Farmers National Bank | 4,073 | $357.6K | 0.13% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 4,086 | $358.8K | 0.19% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 4,097 | $359.7K | 0.01% | +369+9.9% | Added |
| SlateStone Wealth, LLC | 4,107 | $361.0K | 0.07% | +554+15.6% | Added |
| Grandfield & Dodd, LLC | 4,128 | $362.4K | 0.03% | 00.0% | Unchanged |
| Hoylecohen, LLC | 4,129 | $362.6K | 0.03% | +270+7.0% | Added |
| Powell Investment Advisors, LLC | 4,133 | $362.9K | 0.20% | +32+0.8% | Added |
| Alliance Wealth Advisors, LLC | 4,133 | $362.9K | 0.27% | 00.0% | Unchanged |
| Granger Management LLC | 4,136 | $363.1K | 0.16% | −156−3.6% | Reduced |
| BLB&B Advisors, LLC | 4,137 | $363.2K | 0.03% | +161+4.0% | Added |
| Continuum Advisory, LLC | 4,167 | $365.9K | 0.06% | +458+12.3% | Added |
| Smithfield Trust Co | 4,191 | $368.0K | 0.02% | −1,632−28.0% | Reduced |
| Eastern Bank | 4,194 | $368.2K | 0.02% | −122−2.8% | Reduced |
| Frisch Financial Group, Inc. | 4,227 | $371.0K | 0.14% | +37+0.9% | Added |
| Bell & Brown Wealth Advisors, LLC | 4,278 | $375.6K | 0.20% | +23+0.5% | Added |
| Wagner Wealth Management, LLC | 4,304 | $377.9K | 0.17% | +476+12.4% | Added |
| Waddell & Associates, LLC | 4,317 | $379.1K | 0.06% | +83+2.0% | Added |
| Hexagon Capital Partners LLC | 4,325 | $379.7K | 0.11% | +616+16.6% | Added |
| Addison Advisors LLC | 4,339 | $381.0K | 0.21% | +151+3.6% | Added |
| Lion Street Advisors, LLC | 4,343 | $381.3K | 0.12% | +4,343 | New |
| RSM US Wealth Management LLC | 4,352 | $382.1K | 0.01% | +1,105+34.0% | Added |
| Vivaldi Capital Management, LLC | 4,393 | $385.7K | 0.12% | −488−10.0% | Reduced |
| Eudaimonia Partners, LLC | 4,396 | $386.0K | 0.09% | +10.0% | Added |
| Pinnacle Bancorp, Inc. | 4,398 | $386.1K | 0.14% | +18+0.4% | Added |
| Destination Wealth Management | 4,398 | $386.1K | 0.01% | +210+5.0% | Added |
| Alpha Family Trust | 4,405 | $386.8K | 0.31% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 4,409 | $387.1K | 0.02% | +9+0.2% | Added |
| Eads & Heald Wealth Management | 4,423 | $388.0K | 0.19% | +110+2.6% | Added |
| Freestone Capital Holdings, LLC | 4,430 | $389.0K | 0.02% | +26+0.6% | Added |
| Change Path, LLC | 4,431 | $389.0K | 0.02% | −32−0.7% | Reduced |
| Baron Wealth Management LLC | 4,458 | $391.4K | 0.28% | +20.0% | Added |