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 |
|---|---|---|---|---|---|
| Park Edge Advisors, LLC | 10,472 | $919.4K | 0.35% | +2,884+38.0% | Added |
| Columbia Trust Co 01012016 | 10,540 | $925.4K | 0.53% | −2,391−18.5% | Reduced |
| Schechter Investment Advisors, LLC | 10,574 | $928.4K | 0.09% | +1,562+17.3% | Added |
| NCM Capital Management, LLC | 10,595 | $930.0K | 0.70% | −600−5.4% | Reduced |
| Moloney Securities Asset Management, LLC | 10,602 | $930.9K | 0.17% | +7,199+211.5% | Added |
| Compton Wealth Advisory Group, LLC | 10,713 | $940.6K | 0.32% | +2,226+26.2% | Added |
| First Horizon Advisors, Inc. | 10,747 | $943.6K | 0.03% | +814+8.2% | Added |
| McDonald Partners LLC | 10,751 | $943.9K | 0.31% | −81−0.7% | Reduced |
| Trust Co of Vermont | 10,763 | $945.0K | 0.07% | +1,280+13.5% | Added |
| Washington Trust Co | 10,775 | $946.0K | 0.04% | −8−0.1% | Reduced |
| HighTower Trust Services, LTA | 10,519 | $947.2K | 0.09% | +2,904+38.1% | Added |
| Buckley Wealth Management, LLC | 10,794 | $947.7K | 0.35% | −1,199−10.0% | Reduced |
| Vanguard Capital Wealth Advisors | 10,804 | $948.6K | 0.95% | +172+1.6% | Added |
| Atlas Private Wealth Advisors | 10,822 | $950.2K | 0.44% | +40.0% | Added |
| Beacon Financial Group | 11,335 | $952.0K | 0.13% | +11,335 | New |
| GFG Capital, LLC | 11,319 | $961.8K | 0.22% | +6+0.1% | Added |
| Beese Fulmer Investment Management, Inc. | 10,971 | $963.3K | 0.11% | −1,474−11.8% | Reduced |
| Moneta Group Investment Advisors LLC | 10,978 | $963.9K | 0.02% | +3,236+41.8% | Added |
| Triangle Securities Wealth Management | 10,990 | $964.9K | 0.35% | −520−4.5% | Reduced |
| StoneX Group Inc. | 10,998 | $965.6K | 0.11% | +1,682+18.1% | Added |
| Pacific Global Investment Management CO | 11,023 | $967.8K | 0.21% | −622−5.3% | Reduced |
| Davenport & Co LLC | 11,099 | $974.5K | 0.01% | +2,366+27.1% | Added |
| Charles Carroll Financial Partners, LLC | 11,228 | $985.8K | 1.51% | −6,250−35.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,289 | $991.2K | 0.11% | +508+4.7% | Added |
| Allworth Financial LP | 11,304 | $992.5K | 0.01% | +180+1.6% | Added |
| Haverford Trust Co | 11,314 | $993.4K | 0.01% | +2,261+25.0% | Added |
| Mutual Advisors, LLC | 11,330 | $994.8K | 0.04% | +1,419+14.3% | Added |
| Citadel Advisors LLC | 11,339 | $995.6K | 0.00% | −239,863−95.5% | Reduced |
| Berkeley Capital Partners, LLC | 11,362 | $997.6K | 0.37% | −391−3.3% | Reduced |
| Ar Asset Management Inc | 11,400 | $1.00M | 0.27% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 12,397 | $1.00M | 0.08% | +2,486+25.1% | Added |
| Old National Bancorp | 11,424 | $1.00M | 0.03% | +13+0.1% | Added |
| Central Bank & Trust Co | 11,481 | $1.01M | 0.18% | −147−1.3% | Reduced |
| Lansing Street Advisors | 11,496 | $1.01M | 0.63% | +71+0.6% | Added |
| Kesler, Norman & Wride, LLC | 11,549 | $1.01M | 0.26% | −241−2.0% | Reduced |
| Northeast Financial Consultants Inc | 11,661 | $1.02M | 0.07% | +16+0.1% | Added |
| Relyea Zuckerberg Hanson LLC | 11,678 | $1.03M | 0.25% | +1,440+14.1% | Added |
| PFG Investments, LLC | 11,697 | $1.03M | 0.21% | +11,697 | New |
| Verdence Capital Advisors LLC | 11,771 | $1.03M | 0.12% | +995+9.2% | Added |
| Quent Capital, LLC | 11,797 | $1.03M | 0.18% | −263−2.2% | Reduced |
| Asset Dedication, LLC | 11,783 | $1.03M | 0.10% | +2,015+20.6% | Added |
| EverSource Wealth Advisors, LLC | 11,799 | $1.04M | 0.13% | +764+6.9% | Added |
| Harbor Investment Advisory, LLC | 11,801 | $1.04M | 0.15% | −17−0.1% | Reduced |
| Berkshire Asset Management LLC | 11,876 | $1.04M | 0.06% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,896 | $1.04M | 0.02% | +1,899+19.0% | Added |
| Ostrum Asset Management | 11,900 | $1.04M | 0.09% | +11,900 | New |
| Delta Asset Management LLC | 11,927 | $1.05M | 0.11% | −25−0.2% | Reduced |
| Mather Group, LLC. | 11,932 | $1.05M | 0.02% | +436+3.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,959 | $1.05M | 0.11% | +300+2.6% | Added |
| Private Trust Co NA | 11,968 | $1.05M | 0.14% | +2,209+22.6% | Added |
| WCG Wealth Advisors LLC | 11,985 | $1.05M | 0.13% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 12,003 | $1.05M | 0.34% | +68+0.6% | Added |
| Dorsey & Whitney Trust CO LLC | 12,026 | $1.06M | 0.10% | −1,243−9.4% | Reduced |
| FourThought Financial Partners, LLC | 12,040 | $1.06M | 0.15% | −731−5.7% | Reduced |
| J.W. Cole Advisors, Inc. | 12,075 | $1.06M | 0.08% | +245+2.1% | Added |
| Cape Ann Savings Bank | 12,080 | $1.06M | 0.74% | +569+4.9% | Added |
| SYSTM Wealth Solutions LLC | 12,102 | $1.06M | 0.16% | −1,766−12.7% | Reduced |
| Affinity Investment Advisors, LLC | 12,171 | $1.07M | 0.57% | −482−3.8% | Reduced |
| Viewpoint Capital Management LLC | 12,215 | $1.07M | 0.96% | −70−0.6% | Reduced |
| Gladstone Institutional Advisory LLC | 12,303 | $1.08M | 0.07% | +5,998+95.1% | Added |
| Perpetual Ltd | 12,312 | $1.08M | 0.01% | +12,312 | New |
| Wealthcare Advisory Partners LLC | 12,326 | $1.08M | 0.05% | +359+3.0% | Added |
| Transamerica Financial Advisors, Inc. | 12,374 | $1.09M | 0.14% | +357+3.0% | Added |
| Citizens Financial Group Inc | 12,401 | $1.09M | 0.04% | −673−5.1% | Reduced |
| Wintrust Investments LLC | 12,402 | $1.09M | 0.14% | −594−4.6% | Reduced |
| Harbour Capital Advisors, LLC | 12,425 | $1.09M | 0.33% | +12,425 | New |
| Fidelis Capital Partners, LLC | 12,859 | $1.09M | 0.46% | +9,956+343.0% | Added |
| Bard Financial Services, Inc. | 12,495 | $1.10M | 0.09% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 12,513 | $1.10M | 0.19% | +315+2.6% | Added |
| First National Trust Co | 12,532 | $1.10M | 0.06% | −93−0.7% | Reduced |
| AMG National Trust Bank | 12,560 | $1.10M | 0.04% | +1,622+14.8% | Added |
| Principle Wealth Partners LLC | 12,565 | $1.10M | 0.12% | +40.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.11M | 0.43% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,449 | $1.11M | 0.02% | −442−3.2% | Reduced |
| Wealthspire Advisors, LLC | 12,725 | $1.12M | 0.02% | −1,251−9.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 12,735 | $1.12M | 0.17% | +793+6.6% | Added |
| Royal Fund Management, LLC | 12,747 | $1.12M | 0.17% | +5,104+66.8% | Added |
| Donald L. Hagan, LLC | 12,748 | $1.12M | 0.62% | +499+4.1% | Added |
| TLWM | 12,758 | $1.12M | 0.36% | −96−0.7% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 12,825 | $1.13M | 0.38% | −2,785−17.8% | Reduced |
| Financial Advisory Service, Inc. | 12,840 | $1.13M | 0.12% | +912+7.6% | Added |
| Axq Capital, LP | 13,000 | $1.14M | 0.45% | +13,000 | New |
| Howland Capital Management LLC | 13,128 | $1.15M | 0.07% | −399−2.9% | Reduced |
| Investors Research Corp | 13,266 | $1.16M | 0.30% | −400−2.9% | Reduced |
| Balentine LLC | 13,274 | $1.17M | 0.04% | +13,274 | New |
| Washburn Capital Management, Inc. | 13,291 | $1.17M | 1.01% | −1,810−12.0% | Reduced |
| Nilsine Partners, LLC | 13,309 | $1.17M | 0.18% | +13,309 | New |
| Interchange Capital Partners, LLC | 13,316 | $1.17M | 0.64% | +10,773+423.6% | Added |
| Excalibur Management Corp | 13,378 | $1.17M | 0.61% | −38−0.3% | Reduced |
| Systematic Financial Management LP | 13,500 | $1.19M | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 13,532 | $1.19M | 0.05% | +2,894+27.2% | Added |
| Whittier Trust Co | 13,593 | $1.19M | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 13,617 | $1.20M | 0.74% | −777−5.4% | Reduced |
| Summit Financial, LLC | 13,627 | $1.20M | 0.10% | +452+3.4% | Added |
| Wedbush Securities Inc | 13,648 | $1.20M | 0.06% | −790−5.5% | Reduced |
| South State Corp. | 13,813 | $1.21M | 0.11% | −1,031−6.9% | Reduced |
| S&CO Inc | 13,915 | $1.22M | 0.10% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 13,992 | $1.23M | 0.72% | −250−1.8% | Reduced |
| Quantamental Technologies LLC | 13,988 | $1.23M | 0.66% | +13,988 | New |
| Engineers Gate Manager LP | 14,018 | $1.23M | 0.05% | +14,018 | New |