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 |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 7,399 | $649.6K | 0.00% | 00.0% | Unchanged |
| Graypoint LLC | 7,491 | $657.7K | 0.07% | +889+13.5% | Added |
| Shufro Rose & Co LLC | 7,495 | $658.1K | 0.06% | 00.0% | Unchanged |
| Busey Wealth Management | 7,498 | $658.3K | 0.03% | −366−4.7% | Reduced |
| Maltese Capital Management LLC | 7,500 | $658.5K | 0.25% | −31,900−81.0% | Reduced |
| Auto-Owners Insurance Co | 7,500 | $658.5K | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 7,673 | $660.7K | 0.08% | −2,330−23.3% | Reduced |
| Hilltop Holdings Inc. | 7,557 | $663.5K | 0.09% | −244−3.1% | Reduced |
| Berkshire Bank | 7,583 | $665.8K | 0.20% | −248−3.2% | Reduced |
| Lokken Investment Group LLC | 7,596 | $666.9K | 0.51% | +549+7.8% | Added |
| Marathon Trading Investment Management LLC | 7,614 | $668.5K | 0.32% | −27,757−78.5% | Reduced |
| Asset Management Corp | 7,673 | $673.7K | 0.53% | −369−4.6% | Reduced |
| Bremer Bank National Association | 7,694 | $675.5K | 0.13% | −638−7.7% | Reduced |
| Maltin Wealth Management, Inc. | 7,700 | $676.0K | 0.49% | +34+0.4% | Added |
| Welch & Forbes LLC | 7,700 | $676.1K | 0.01% | −416−5.1% | Reduced |
| North Star Investment Management Corp. | 7,708 | $676.8K | 0.06% | +2,502+48.1% | Added |
| Mirabella Financial Services LLP | 7,710 | $676.9K | 0.14% | +7,710 | New |
| Burke & Herbert Bank & Trust Co | 7,769 | $682.1K | 0.50% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 7,789 | $683.9K | 0.07% | +847+12.2% | Added |
| Meridian Investment Counsel Inc. | 7,813 | $686.0K | 0.26% | −43−0.5% | Reduced |
| Keeley-Teton Advisors, LLC | 7,892 | $692.9K | 0.09% | +3,775+91.7% | Added |
| West Oak Capital, LLC | 7,894 | $693.1K | 0.35% | +280+3.7% | Added |
| McMillion Capital Management Inc | 7,896 | $693.3K | 0.65% | −350−4.2% | Reduced |
| Capital Investment Advisory Services, LLC | 7,917 | $695.1K | 0.08% | +862+12.2% | Added |
| Essex Financial Services, Inc. | 7,937 | $696.8K | 0.07% | −49−0.6% | Reduced |
| Peoples Financial Services Corp. | 7,952 | $698.2K | 0.33% | +1,806+29.4% | Added |
| Blueshift Asset Management, LLC | 7,985 | $701.1K | 0.29% | +7,985 | New |
| Northern Financial Advisors Inc | 8,046 | $706.4K | 0.67% | +902+12.6% | Added |
| Vantage Financial Partners Ltd., Inc. | 8,050 | $706.8K | 0.42% | −150−1.8% | Reduced |
| Hills Bank & Trust Co | 8,103 | $711.4K | 0.10% | −286−3.4% | Reduced |
| HWG Holdings LP | 8,121 | $713.0K | 0.41% | −422−4.9% | Reduced |
| V-Square Quantitative Management LLC | 8,169 | $717.2K | 0.66% | +8,169 | New |
| Hartline Investment Corp | 8,170 | $717.3K | 0.14% | +3,626+79.8% | Added |
| AIA Group Ltd | 8,174 | $717.7K | 0.04% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 8,192 | $719.3K | 0.19% | +8,192 | New |
| Cim Investment Mangement Inc | 8,210 | $720.8K | 0.27% | +382+4.9% | Added |
| Independent Investors Inc | 8,216 | $721.4K | 0.18% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 8,229 | $723.0K | 0.38% | −150−1.8% | Reduced |
| Cookson Peirce & Co Inc | 8,275 | $727.0K | 0.05% | +3,352+68.1% | Added |
| TRUE Private Wealth Advisors | 8,321 | $730.6K | 0.11% | +65+0.8% | Added |
| ExodusPoint Capital Management, LP | 8,335 | $732.0K | 0.01% | −7,040−45.8% | Reduced |
| IHT Wealth Management, LLC | 8,350 | $733.2K | 0.04% | −52−0.6% | Reduced |
| Qtron Investments LLC | 8,355 | $733.6K | 0.15% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 8,370 | $734.9K | 0.74% | +8,370 | New |
| First Foundation Advisors | 8,373 | $735.2K | 0.03% | +2,524+43.2% | Added |
| Great Valley Advisor Group, Inc. | 8,373 | $735.7K | 0.03% | +594+7.6% | Added |
| Corsair Capital Management, L.P. | 8,420 | $739.3K | 0.28% | −13−0.2% | Reduced |
| Blueprint Investment Partners LLC | 8,428 | $740.0K | 0.17% | −557−6.2% | Reduced |
| New Vernon Investment Management LLC | 8,550 | $750.7K | 1.55% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 8,567 | $752.0K | 0.80% | −2,887−25.2% | Reduced |
| Good Life Advisors, LLC | 8,583 | $753.6K | 0.10% | −3,147−26.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,604 | $755.4K | 0.24% | −146−1.7% | Reduced |
| Csenge Advisory Group | 8,619 | $756.7K | 0.05% | +946+12.3% | Added |
| Resurgent Financial Advisors LLC | 8,626 | $757.4K | 0.51% | +701+8.8% | Added |
| Hamilton Capital, LLC | 8,643 | $758.8K | 0.05% | +3,474+67.2% | Added |
| E&G Advisors, LP | 8,709 | $764.6K | 0.28% | −91−1.0% | Reduced |
| DF Dent & Co Inc | 8,727 | $766.2K | 0.01% | +774+9.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 8,742 | $767.5K | 0.07% | −447−4.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $774.0K | 0.09% | 00.0% | Unchanged |
| Brighton Jones LLC | 8,969 | $787.5K | 0.04% | −821−8.4% | Reduced |
| DFPG Investments, LLC | 8,989 | $789.2K | 0.08% | +2,316+34.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 8,999 | $790.0K | 0.01% | −173−1.9% | Reduced |
| Eagle Rock Investment Company, LLC | 9,000 | $790.2K | 0.18% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 9,014 | $791.4K | 0.13% | +993+12.4% | Added |
| Waldron Private Wealth LLC | 9,040 | $793.7K | 0.04% | −205−2.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,102 | $799.2K | 0.13% | +4,918+117.5% | Added |
| Pennsylvania Capital Management Inc | 9,103 | $799.2K | 0.39% | 00.0% | Unchanged |
| W Advisors, LLC | 9,227 | $810.2K | 0.67% | +15+0.2% | Added |
| Avidian Wealth Solutions, LLC | 9,353 | $821.2K | 0.05% | −407−4.2% | Reduced |
| Global Retirement Partners, LLC | 9,768 | $827.8K | 0.04% | +5,378+122.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,432 | $828.1K | 0.26% | −516−5.2% | Reduced |
| Capital Asset Advisory Services LLC | 9,455 | $830.1K | 0.06% | +2,171+29.8% | Added |
| Moors & Cabot, Inc. | 9,459 | $830.5K | 0.06% | −3,763−28.5% | Reduced |
| Twin Capital Management Inc | 9,481 | $832.4K | 0.11% | −600−6.0% | Reduced |
| Summit Trail Advisors, LLC | 9,491 | $833.3K | 0.03% | +5,091+115.7% | Added |
| Parcion Private Wealth LLC | 9,511 | $835.1K | 0.09% | −127−1.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 9,513 | $835.2K | 0.47% | +437+4.8% | Added |
| Ronald Blue Trust, Inc. | 9,897 | $841.0K | 0.01% | −33−0.3% | Reduced |
| AdvisorNet Financial, Inc | 9,626 | $845.1K | 0.08% | +40+0.4% | Added |
| Alera Investment Advisors, LLC | 9,670 | $849.1K | 0.20% | +1,394+16.8% | Added |
| Sage Rhino Capital LLC | 9,692 | $851.0K | 0.25% | +253+2.7% | Added |
| Venturi Wealth Management, LLC | 9,733 | $854.6K | 0.07% | −653−6.3% | Reduced |
| AFS Financial Group, LLC | 9,815 | $861.8K | 0.58% | +830+9.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,872 | $866.8K | 0.04% | +3,150+46.9% | Added |
| Northwest & Ethical Investments L.P. | 9,917 | $870.7K | 0.03% | −1,734−14.9% | Reduced |
| Mork Capital Management, LLC | 9,930 | $871.9K | 0.71% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 9,989 | $877.0K | 0.07% | −42−0.4% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $878.0K | 0.01% | 00.0% | Unchanged |
| Raffles Associates LP | 10,000 | $878.0K | 1.20% | +10,000 | New |
| Silvercrest Asset Management Group LLC | 10,115 | $888.1K | 0.01% | +236+2.4% | Added |
| Garner Asset Management Corp | 10,151 | $891.0K | 0.42% | +406+4.2% | Added |
| Proficio Capital Partners LLC | 10,155 | $891.6K | 0.14% | −92−0.9% | Reduced |
| Magnus Financial Group LLC | 10,221 | $897.4K | 0.14% | +624+6.5% | Added |
| Parsons Capital Management Inc | 10,251 | $900.0K | 0.07% | +275+2.8% | Added |
| Legacy Bridge, LLC | 10,273 | $902.0K | 0.63% | +1,130+12.4% | Added |
| Wolverine Trading, LLC | 10,491 | $903.0K | 0.03% | −32,706−75.7% | Reduced |
| Golden State Equity Partners | 10,375 | $910.9K | 0.49% | +10,375 | New |
| Brookstone Capital Management | 10,219 | $912.4K | 0.02% | +743+7.8% | Added |
| Wedmont Private Capital | 10,900 | $915.6K | 0.12% | +1,250+13.0% | Added |
| Retirement Planning Co of New England, Inc. | 10,429 | $915.7K | 0.56% | +293+2.9% | Added |