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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 4,483 | $393.6K | 0.03% | −343−7.1% | Reduced |
| V Wealth Advisors LLC | 4,502 | $395.2K | 0.07% | +11+0.2% | Added |
| Zions Bancorporation, N.A. | 4,516 | $396.5K | 0.03% | −1,697−27.3% | Reduced |
| King Wealth | 4,527 | $397.0K | 0.09% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,536 | $398.9K | 0.05% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 4,564 | $400.7K | 2.55% | −9,727−68.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,583 | $402.4K | 0.14% | −1,260−21.6% | Reduced |
| Calton & Associates, Inc. | 4,592 | $403.2K | 0.19% | +1,113+32.0% | Added |
| CFM Wealth Partners LLC | 4,596 | $403.5K | 0.11% | +518+12.7% | Added |
| First Dallas Securities Inc. | 4,600 | $404.0K | 0.24% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 4,634 | $406.9K | 0.10% | −269−5.5% | Reduced |
| Circle Wealth Management, LLC | 4,636 | $407.0K | 0.06% | −2,336−33.5% | Reduced |
| Unigestion Holding SA | 4,733 | $407.6K | 0.02% | −1,324−21.9% | Reduced |
| West Family Investments, Inc. | 4,677 | $410.6K | 0.16% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 4,684 | $411.3K | 0.18% | +1,284+37.8% | Added |
| Mosaic Family Wealth Partners, LLC | 4,710 | $413.5K | 0.09% | −90−1.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,712 | $413.7K | 0.77% | +4,712 | New |
| Trilogy Capital Inc. | 4,728 | $415.1K | 0.03% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 4,732 | $415.5K | 0.06% | 00.0% | Unchanged |
| Peoples Bank | 4,735 | $415.7K | 0.27% | −30−0.6% | Reduced |
| Ledyard National Bank | 4,741 | $416.3K | 0.05% | −43−0.9% | Reduced |
| STAR Financial Bank | 4,764 | $418.3K | 0.41% | +200+4.4% | Added |
| Verition Fund Management LLC | 4,783 | $419.9K | 0.01% | −17,600−78.6% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 4,920 | $420.0K | 0.18% | +1,800+57.7% | Added |
| Tiemann Investment Advisors, LLC | 4,786 | $420.2K | 0.23% | −65−1.3% | Reduced |
| Omnia Family Wealth, LLC | 4,794 | $420.9K | 0.32% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,733 | $421.3K | 0.02% | −568−10.7% | Reduced |
| Main Street Financial Solutions, LLC | 4,797 | $421.6K | 0.06% | +12+0.3% | Added |
| Everhart Financial Group, Inc. | 4,813 | $422.6K | 0.19% | +813+20.3% | Added |
| Arista Wealth Management, LLC | 4,815 | $422.8K | 0.23% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 4,835 | $424.5K | 0.03% | 00.0% | Unchanged |
| American Trust | 4,863 | $427.0K | 0.03% | +1,580+48.1% | Added |
| Riverwater Partners LLC | 4,869 | $427.5K | 0.39% | −3,038−38.4% | Reduced |
| IAM Advisory, LLC | 4,869 | $427.5K | 0.15% | +4,869 | New |
| Executive Wealth Group LLC | 4,869 | $427.5K | 0.30% | +37+0.8% | Added |
| Rothschild Investment Corp | 4,881 | $429.0K | 0.04% | +15+0.3% | Added |
| Robertson Stephens Wealth Management, LLC | 4,887 | $429.1K | 0.03% | −113−2.3% | Reduced |
| Davis R M Inc | 4,902 | $430.0K | 0.01% | −80−1.6% | Reduced |
| Beta Wealth Group, Inc. | 4,900 | $430.2K | 0.25% | +300+6.5% | Added |
| GraniteShares Advisors LLC | 4,922 | $432.2K | 0.38% | −425−7.9% | Reduced |
| C2C Wealth Management, LLC | 5,121 | $437.6K | 0.07% | +5,121 | New |
| Allstate Corp | 4,986 | $437.8K | 0.03% | −50,406−91.0% | Reduced |
| Glen Eagle Advisors, LLC | 5,010 | $439.9K | 0.11% | −121−2.4% | Reduced |
| Cornerstone Wealth Management, LLC | 5,051 | $443.4K | 0.04% | +5,051 | New |
| Integris Wealth Management, LLC | 5,059 | $444.2K | 0.16% | +40+0.8% | Added |
| Exos TFP Holdings LLC | 5,063 | $444.5K | 0.11% | +2,618+107.1% | Added |
| Wealthsource Partners, LLC | 5,067 | $444.9K | 0.03% | +241+5.0% | Added |
| X-Square Capital, LLC | 5,069 | $445.0K | 0.26% | +131+2.7% | Added |
| PDS Planning, Inc | 5,078 | $445.8K | 0.06% | +5,078 | New |
| Strategic Financial Services, Inc, | 5,082 | $446.2K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,091 | $447.0K | 0.05% | +700+15.9% | Added |
| Strategic Wealth Partners, Ltd. | 5,092 | $447.1K | 0.07% | −1,140−18.3% | Reduced |
| Alpha Cubed Investments, LLC | 5,120 | $449.5K | 0.03% | −3,866−43.0% | Reduced |
| Miracle Mile Advisors, LLC | 5,174 | $454.3K | 0.01% | −1,830−26.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 5,179 | $454.7K | 0.02% | +873+20.3% | Added |
| Exencial Wealth Advisors, LLC | 5,195 | $456.2K | 0.02% | +100+2.0% | Added |
| Lebenthal Global Advisors, LLC | 5,210 | $457.4K | 0.14% | −2,965−36.3% | Reduced |
| Ausdal Financial Partners, Inc. | 5,225 | $458.7K | 0.06% | +72+1.4% | Added |
| Regal Investment Advisors LLC | 5,258 | $461.6K | 0.04% | −202−3.7% | Reduced |
| IFP Advisors, Inc | 9,029 | $463.2K | 0.02% | −7,645−45.8% | Reduced |
| Marcum Wealth, LLC | 5,279 | $463.5K | 0.06% | +889+20.3% | Added |
| Wealth Alliance | 5,302 | $465.5K | 0.08% | +396+8.1% | Added |
| KG&L Capital Management,LLC | 5,310 | $466.2K | 0.24% | +2,084+64.6% | Added |
| ING Groep NV | 5,311 | $466.3K | 0.00% | −181,849−97.2% | Reduced |
| Silvia McColl Wealth Management, LLC | 5,315 | $466.7K | 0.46% | −410−7.2% | Reduced |
| Radnor Capital Management, LLC | 5,320 | $467.0K | 0.12% | +880+19.8% | Added |
| CVA Family Office, LLC | 5,350 | $469.7K | 0.10% | +326+6.5% | Added |
| Skba Capital Management LLC | 5,350 | $469.7K | 0.09% | +900+20.2% | Added |
| Geller Advisors LLC | 5,354 | $470.1K | 0.07% | −897−14.3% | Reduced |
| Bell Bank | 5,371 | $471.6K | 0.05% | −85−1.6% | Reduced |
| BSW Wealth Partners | 5,398 | $474.0K | 0.10% | +61+1.1% | Added |
| Bahl & Gaynor Inc | 5,403 | $474.4K | 0.00% | −53−1.0% | Reduced |
| Arete Wealth Advisors, LLC | 5,427 | $476.0K | 0.04% | −327−5.7% | Reduced |
| American National Bank | 5,460 | $479.4K | 0.09% | +878+19.2% | Added |
| First Interstate Bank | 5,465 | $479.8K | 0.04% | −463−7.8% | Reduced |
| Sendero Wealth Management, LLC | 5,499 | $482.8K | 0.15% | −2,055−27.2% | Reduced |
| HBK Sorce Advisory LLC | 5,508 | $483.6K | 0.02% | −5,916−51.8% | Reduced |
| Cable Hill Partners, LLC | 5,509 | $483.7K | 0.08% | +239+4.5% | Added |
| Strategic Investment Advisors | 5,517 | $484.4K | 0.09% | −8,279−60.0% | Reduced |
| Curbstone Financial Management Corp | 5,532 | $485.7K | 0.12% | −150−2.6% | Reduced |
| LS Investment Advisors, LLC | 5,550 | $487.3K | 0.09% | 00.0% | Unchanged |
| Clifford Group, LLC | 5,555 | $487.7K | 0.59% | −547−9.0% | Reduced |
| Advisors Capital Management, LLC | 5,553 | $488.0K | 0.01% | −604−9.8% | Reduced |
| Adirondack Trust Co | 5,569 | $488.9K | 0.25% | −435−7.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,569 | $489.0K | 0.06% | −6,112−52.3% | Reduced |
| Trust Co of Toledo NA | 5,570 | $489.0K | 0.09% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 5,587 | $490.5K | 0.05% | 00.0% | Unchanged |
| Financial Advisors, LLC | 5,590 | $490.8K | 0.12% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,593 | $491.1K | 0.08% | +3,035+118.6% | Added |
| Roundview Capital LLC | 5,600 | $491.7K | 0.05% | +841+17.7% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,600 | $491.7K | 0.52% | +5,600 | New |
| Boston Financial Mangement LLC | 5,606 | $492.2K | 0.02% | −317−5.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,671 | $497.9K | 0.01% | −50−0.9% | Reduced |
| Bartlett & Co. LLC | 5,671 | $498.0K | 0.01% | −50−0.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,683 | $499.0K | 0.02% | +1,737+44.0% | Added |
| Viawealth, LLC | 5,693 | $499.9K | 0.40% | −1,235−17.8% | Reduced |
| Westover Capital Advisors, LLC | 5,700 | $500.5K | 0.19% | +1,700+42.5% | Added |
| Wealth Effects LLC | 5,704 | $500.8K | 0.26% | −100−1.7% | Reduced |
| XTX Topco Ltd | 5,710 | $501.3K | 0.11% | +2,556+81.0% | Added |
| Douglass Winthrop Advisors, LLC | 5,723 | $502.0K | 0.01% | +5+0.1% | Added |