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 |
|---|---|---|---|---|---|
| Jackson Creek Investment Advisors LLC | 5,712 | $502.0K | 0.21% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 5,725 | $502.7K | 0.25% | +5,725 | New |
| Insight 2811, Inc. | 5,735 | $503.5K | 0.31% | −80−1.4% | Reduced |
| Rehmann Capital Advisory Group | 5,737 | $503.8K | 0.05% | −41−0.7% | Reduced |
| Evoke Wealth, LLC | 5,739 | $503.9K | 0.02% | +391+7.3% | Added |
| Heritage Wealth Advisors | 5,746 | $504.5K | 0.03% | −195−3.3% | Reduced |
| RFG Advisory, LLC | 5,758 | $505.6K | 0.02% | −221−3.7% | Reduced |
| Legacy Financial Advisors, Inc. | 5,759 | $505.7K | 0.10% | −87−1.5% | Reduced |
| First County Bank | 5,782 | $507.7K | 0.25% | −106−1.8% | Reduced |
| Breakwater Capital Group | 5,791 | $508.4K | 0.21% | +1,761+43.7% | Added |
| BKD Wealth Advisors, LLC | 5,868 | $515.2K | 0.02% | +477+8.8% | Added |
| ISAM Funds (UK) Ltd | 5,870 | $515.4K | 0.66% | +2,270+63.1% | Added |
| Berger Financial Group, Inc | 5,877 | $516.0K | 0.06% | −167−2.8% | Reduced |
| Thomas White International Ltd | 5,879 | $516.2K | 0.11% | +59+1.0% | Added |
| Kingsview Wealth Management, LLC | 5,885 | $516.7K | 0.02% | +633+12.1% | Added |
| Aaron Wealth Advisors | 5,889 | $517.1K | 0.07% | +728+14.1% | Added |
| Americana Partners, LLC | 5,937 | $521.3K | 0.08% | −274−4.4% | Reduced |
| Red Lighthouse Investment Management, LLC | 5,950 | $522.4K | 0.25% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 5,954 | $522.8K | 0.27% | −260−4.2% | Reduced |
| Mission Wealth Management, LP | 5,958 | $523.1K | 0.02% | −426−6.7% | Reduced |
| NewEdge Wealth, LLC | 5,961 | $523.4K | 0.02% | −3,059−33.9% | Reduced |
| Gryphon Financial Partners LLC | 5,978 | $524.9K | 0.12% | −1,216−16.9% | Reduced |
| Carlson Capital Management | 5,978 | $524.9K | 0.03% | +462+8.4% | Added |
| KLCM Advisors, Inc. | 5,981 | $525.1K | 0.10% | +234+4.1% | Added |
| Rosenblum Silverman Sutton S F Inc | 6,005 | $527.2K | 0.19% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 6,024 | $528.0K | 0.03% | −305−4.8% | Reduced |
| Lavaca Capital LLC | 6,042 | $531.7K | 0.12% | +400+7.1% | Added |
| Rossmore Private Capital | 6,064 | $532.4K | 0.08% | −80−1.3% | Reduced |
| M Holdings Securities, Inc. | 6,069 | $533.0K | 0.06% | +125+2.1% | Added |
| Sompo Asset Management Co., Ltd. | 6,120 | $537.3K | 0.11% | −260−4.1% | Reduced |
| Anchor Investment Management, LLC | 6,121 | $537.4K | 0.07% | +2,158+54.5% | Added |
| Nicholas Hoffman & Company, LLC. | 6,132 | $538.4K | 0.05% | +196+3.3% | Added |
| Pinebridge Investments, L.P. | 6,150 | $540.0K | 0.01% | +1,433+30.4% | Added |
| Castle Wealth Management LLC | 6,129 | $541.2K | 0.42% | −76−1.2% | Reduced |
| US Asset Management LLC | 6,231 | $547.0K | 0.56% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 6,243 | $548.1K | 0.44% | 00.0% | Unchanged |
| Cambridge Trust Co | 6,256 | $549.3K | 0.03% | −2,099−25.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,259 | $549.5K | 0.11% | +869+16.1% | Added |
| Buckingham Strategic Wealth, LLC | 6,475 | $550.5K | 0.01% | 00.0% | Unchanged |
| Sippican Capital Advisors | 6,273 | $550.8K | 0.53% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 6,290 | $552.3K | 0.08% | −780−11.0% | Reduced |
| Visionary Wealth Advisors | 6,302 | $553.3K | 0.05% | −88−1.4% | Reduced |
| Clear Harbor Asset Management, LLC | 6,318 | $554.7K | 0.06% | +1,177+22.9% | Added |
| Brown Capital Management LLC | 6,320 | $554.9K | 0.01% | −30−0.5% | Reduced |
| Parkside Financial Bank & Trust | 6,366 | $558.9K | 0.15% | +783+14.0% | Added |
| Bank of Hawaii | 6,371 | $559.4K | 0.03% | −1,057−14.2% | Reduced |
| Rational Advisors LLC | 6,374 | $559.6K | 0.05% | +6,374 | New |
| Park Circle Co | 6,400 | $561.9K | 0.55% | +5,600+700.0% | Added |
| LMR Partners LLP | 6,432 | $564.7K | 0.01% | +6,432 | New |
| Pacitti Group Inc. | 6,448 | $566.2K | 0.41% | +126+2.0% | Added |
| First National Advisers, LLC | 6,462 | $567.0K | 0.64% | +27+0.4% | Added |
| Teza Capital Management LLC | 6,459 | $567.1K | 0.12% | +6,459 | New |
| Kistler-Tiffany Companies, LLC | 6,463 | $567.5K | 0.11% | +320+5.2% | Added |
| Sunbelt Securities, Inc. | 6,603 | $568.6K | 0.09% | +38+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,479 | $568.9K | 0.04% | +46+0.7% | Added |
| Lee Danner & Bass Inc | 6,475 | $569.0K | 0.05% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 6,519 | $572.4K | 0.12% | +205+3.2% | Added |
| Pallas Capital Advisors LLC | 6,370 | $574.5K | 0.05% | −3,103−32.8% | Reduced |
| Arbor Investment Advisors, LLC | 6,581 | $577.8K | 0.11% | +12+0.2% | Added |
| Marino, Stram & Associates LLC | 6,588 | $578.4K | 0.17% | −1,696−20.5% | Reduced |
| Harbor Advisors LLC | 6,608 | $580.2K | 0.14% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 6,623 | $581.5K | 0.32% | +277+4.4% | Added |
| Somerville Kurt F | 6,640 | $583.0K | 0.11% | −200−2.9% | Reduced |
| Clearstead Advisors, LLC | 6,642 | $583.2K | 0.04% | +4,045+155.8% | Added |
| Western Wealth Management, LLC | 6,665 | $585.2K | 0.05% | −450−6.3% | Reduced |
| Maven Securities LTD | 6,718 | $589.8K | 0.09% | +6,718 | New |
| Canton Hathaway, LLC | 6,725 | $590.0K | 0.20% | −902−11.8% | Reduced |
| Claro Advisors LLC | 6,729 | $590.8K | 0.17% | +887+15.2% | Added |
| Prio Wealth Limited Partnership | 6,732 | $591.1K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6,769 | $594.3K | 0.03% | −869−11.4% | Reduced |
| David Loasby | 7,078 | $595.9K | 0.07% | +674+10.5% | Added |
| Nomura Holdings Inc | 6,832 | $599.9K | 0.01% | +5,461+398.3% | Added |
| ASB Consultores, LLC | 6,859 | $602.2K | 0.24% | +2,363+52.6% | Added |
| Lake Street Financial LLC | 6,891 | $605.0K | 0.11% | +234+3.5% | Added |
| TriaGen Wealth Management LLC | 6,905 | $606.3K | 0.30% | +37+0.5% | Added |
| NorthRock Partners, LLC | 6,920 | $607.6K | 0.06% | −1,439−17.2% | Reduced |
| Orca Investment Management, LLC | 6,922 | $607.8K | 0.74% | 00.0% | Unchanged |
| IFG Advisors, LLC | 6,932 | $608.6K | 0.24% | 00.0% | Unchanged |
| Parkside Investments, LLC | 7,000 | $614.6K | 0.12% | −8,000−53.3% | Reduced |
| Caerus Investment Advisors, LLC | 7,010 | $615.5K | 0.71% | 00.0% | Unchanged |
| Oak Thistle LLC | 7,050 | $619.0K | 0.37% | +7,050 | New |
| Cooper Financial Group | 7,072 | $620.9K | 0.17% | +584+9.0% | Added |
| Tudor Investment Corp Et Al | 7,072 | $621.0K | 0.01% | −58,173−89.2% | Reduced |
| Mechanics Financial Corp | 7,121 | $625.2K | 0.36% | 00.0% | Unchanged |
| Menard Financial Group LLC | 7,125 | $625.6K | 1.45% | +7,125 | New |
| Colony Group LLC | 7,133 | $626.0K | 0.01% | −10,929−60.5% | Reduced |
| Salzhauer Michael | 7,140 | $626.9K | 0.57% | −7,040−49.6% | Reduced |
| HM Payson & Co | 7,152 | $627.9K | 0.02% | 00.0% | Unchanged |
| Hyman Charles D | 7,172 | $630.0K | 0.04% | +93+1.3% | Added |
| Laidlaw Wealth Management LLC | 7,196 | $631.8K | 0.13% | +508+7.6% | Added |
| Dynamic Advisor Solutions LLC | 7,198 | $631.9K | 0.04% | +174+2.5% | Added |
| Evergreen Capital Management LLC | 7,214 | $633.4K | 0.03% | +464+6.9% | Added |
| Robotti Robert | 7,215 | $633.5K | 0.11% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 7,233 | $635.1K | 0.08% | +7,233 | New |
| Empower Advisory Group, LLC | 7,313 | $637.4K | 0.00% | +7,313 | New |
| Renaissance Investment Group LLC | 7,340 | $644.5K | 0.18% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 7,343 | $644.7K | 0.07% | +32+0.4% | Added |
| Leuthold Group, LLC | 7,351 | $645.4K | 0.09% | −413−5.3% | Reduced |
| Private Portfolio Partners LLC | 7,363 | $646.5K | 0.18% | −648−8.1% | Reduced |
| Financial Management Professionals, Inc. | 7,367 | $647.0K | 0.12% | +878+13.5% | Added |