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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 9,459 | $830.5K | 0.06% | −3,763−28.5% | Reduced |
| Capital Asset Advisory Services LLC | 9,455 | $830.1K | 0.06% | +2,171+29.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,432 | $828.1K | 0.26% | −516−5.2% | Reduced |
| Global Retirement Partners, LLC | 9,768 | $827.8K | 0.04% | +5,378+122.5% | Added |
| Avidian Wealth Solutions, LLC | 9,353 | $821.2K | 0.05% | −407−4.2% | Reduced |
| W Advisors, LLC | 9,227 | $810.2K | 0.67% | +15+0.2% | Added |
| Pennsylvania Capital Management Inc | 9,103 | $799.2K | 0.39% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 9,102 | $799.2K | 0.13% | +4,918+117.5% | Added |
| Waldron Private Wealth LLC | 9,040 | $793.7K | 0.04% | −205−2.2% | Reduced |
| Fort Point Capital Partners LLC | 9,014 | $791.4K | 0.13% | +993+12.4% | Added |
| Eagle Rock Investment Company, LLC | 9,000 | $790.2K | 0.18% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 8,999 | $790.0K | 0.01% | −173−1.9% | Reduced |
| DFPG Investments, LLC | 8,989 | $789.2K | 0.08% | +2,316+34.7% | Added |
| Brighton Jones LLC | 8,969 | $787.5K | 0.04% | −821−8.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $774.0K | 0.09% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 8,742 | $767.5K | 0.07% | −447−4.9% | Reduced |
| DF Dent & Co Inc | 8,727 | $766.2K | 0.01% | +774+9.7% | Added |
| E&G Advisors, LP | 8,709 | $764.6K | 0.28% | −91−1.0% | Reduced |
| Hamilton Capital, LLC | 8,643 | $758.8K | 0.05% | +3,474+67.2% | Added |
| Resurgent Financial Advisors LLC | 8,626 | $757.4K | 0.51% | +701+8.8% | Added |
| Csenge Advisory Group | 8,619 | $756.7K | 0.05% | +946+12.3% | Added |
| Shulman DeMeo Asset Management LLC | 8,604 | $755.4K | 0.24% | −146−1.7% | Reduced |
| Good Life Advisors, LLC | 8,583 | $753.6K | 0.10% | −3,147−26.8% | Reduced |
| Amica Retiree Medical Trust | 8,567 | $752.0K | 0.80% | −2,887−25.2% | Reduced |
| New Vernon Investment Management LLC | 8,550 | $750.7K | 1.55% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 8,428 | $740.0K | 0.17% | −557−6.2% | Reduced |
| Corsair Capital Management, L.P. | 8,420 | $739.3K | 0.28% | −13−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 8,373 | $735.7K | 0.03% | +594+7.6% | Added |
| First Foundation Advisors | 8,373 | $735.2K | 0.03% | +2,524+43.2% | Added |
| Acrisure Capital Management, LLC | 8,370 | $734.9K | 0.74% | +8,370 | New |
| Qtron Investments LLC | 8,355 | $733.6K | 0.15% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 8,350 | $733.2K | 0.04% | −52−0.6% | Reduced |
| ExodusPoint Capital Management, LP | 8,335 | $732.0K | 0.01% | −7,040−45.8% | Reduced |
| TRUE Private Wealth Advisors | 8,321 | $730.6K | 0.11% | +65+0.8% | Added |
| Cookson Peirce & Co Inc | 8,275 | $727.0K | 0.05% | +3,352+68.1% | Added |
| Bull Street Advisors, LLC | 8,229 | $723.0K | 0.38% | −150−1.8% | Reduced |
| Independent Investors Inc | 8,216 | $721.4K | 0.18% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,210 | $720.8K | 0.27% | +382+4.9% | Added |
| AlphaCore Capital LLC | 8,192 | $719.3K | 0.19% | +8,192 | New |
| AIA Group Ltd | 8,174 | $717.7K | 0.04% | 00.0% | Unchanged |
| Hartline Investment Corp | 8,170 | $717.3K | 0.14% | +3,626+79.8% | Added |
| V-Square Quantitative Management LLC | 8,169 | $717.2K | 0.66% | +8,169 | New |
| HWG Holdings LP | 8,121 | $713.0K | 0.41% | −422−4.9% | Reduced |
| Hills Bank & Trust Co | 8,103 | $711.4K | 0.10% | −286−3.4% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,050 | $706.8K | 0.42% | −150−1.8% | Reduced |
| Northern Financial Advisors Inc | 8,046 | $706.4K | 0.67% | +902+12.6% | Added |
| Blueshift Asset Management, LLC | 7,985 | $701.1K | 0.29% | +7,985 | New |
| Peoples Financial Services Corp. | 7,952 | $698.2K | 0.33% | +1,806+29.4% | Added |
| Essex Financial Services, Inc. | 7,937 | $696.8K | 0.07% | −49−0.6% | Reduced |
| Capital Investment Advisory Services, LLC | 7,917 | $695.1K | 0.08% | +862+12.2% | Added |
| McMillion Capital Management Inc | 7,896 | $693.3K | 0.65% | −350−4.2% | Reduced |
| West Oak Capital, LLC | 7,894 | $693.1K | 0.35% | +280+3.7% | Added |
| Keeley-Teton Advisors, LLC | 7,892 | $692.9K | 0.09% | +3,775+91.7% | Added |
| Meridian Investment Counsel Inc. | 7,813 | $686.0K | 0.26% | −43−0.5% | Reduced |
| Hartford Funds Management Co LLC | 7,789 | $683.9K | 0.07% | +847+12.2% | Added |
| Burke & Herbert Bank & Trust Co | 7,769 | $682.1K | 0.50% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 7,710 | $676.9K | 0.14% | +7,710 | New |
| North Star Investment Management Corp. | 7,708 | $676.8K | 0.06% | +2,502+48.1% | Added |
| Welch & Forbes LLC | 7,700 | $676.1K | 0.01% | −416−5.1% | Reduced |
| Maltin Wealth Management, Inc. | 7,700 | $676.0K | 0.49% | +34+0.4% | Added |
| Bremer Bank National Association | 7,694 | $675.5K | 0.13% | −638−7.7% | Reduced |
| Asset Management Corp | 7,673 | $673.7K | 0.53% | −369−4.6% | Reduced |
| Marathon Trading Investment Management LLC | 7,614 | $668.5K | 0.32% | −27,757−78.5% | Reduced |
| Lokken Investment Group LLC | 7,596 | $666.9K | 0.51% | +549+7.8% | Added |
| Berkshire Bank | 7,583 | $665.8K | 0.20% | −248−3.2% | Reduced |
| Hilltop Holdings Inc. | 7,557 | $663.5K | 0.09% | −244−3.1% | Reduced |
| Voya Financial Advisors, Inc. | 7,673 | $660.7K | 0.08% | −2,330−23.3% | 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 |
| Busey Wealth Management | 7,498 | $658.3K | 0.03% | −366−4.7% | Reduced |
| Shufro Rose & Co LLC | 7,495 | $658.1K | 0.06% | 00.0% | Unchanged |
| Graypoint LLC | 7,491 | $657.7K | 0.07% | +889+13.5% | Added |
| Fort Washington Investment Advisors Inc | 7,399 | $649.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7,367 | $647.0K | 0.12% | +878+13.5% | Added |
| Private Portfolio Partners LLC | 7,363 | $646.5K | 0.18% | −648−8.1% | Reduced |
| Leuthold Group, LLC | 7,351 | $645.4K | 0.09% | −413−5.3% | Reduced |
| Strategic Blueprint, LLC | 7,343 | $644.7K | 0.07% | +32+0.4% | Added |
| Renaissance Investment Group LLC | 7,340 | $644.5K | 0.18% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 7,313 | $637.4K | 0.00% | +7,313 | New |
| Marble Harbor Investment Counsel, LLC | 7,233 | $635.1K | 0.08% | +7,233 | New |
| Robotti Robert | 7,215 | $633.5K | 0.11% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,214 | $633.4K | 0.03% | +464+6.9% | Added |
| Dynamic Advisor Solutions LLC | 7,198 | $631.9K | 0.04% | +174+2.5% | Added |
| Laidlaw Wealth Management LLC | 7,196 | $631.8K | 0.13% | +508+7.6% | Added |
| Hyman Charles D | 7,172 | $630.0K | 0.04% | +93+1.3% | Added |
| HM Payson & Co | 7,152 | $627.9K | 0.02% | 00.0% | Unchanged |
| Salzhauer Michael | 7,140 | $626.9K | 0.57% | −7,040−49.6% | Reduced |
| Colony Group LLC | 7,133 | $626.0K | 0.01% | −10,929−60.5% | Reduced |
| Menard Financial Group LLC | 7,125 | $625.6K | 1.45% | +7,125 | New |
| Mechanics Financial Corp | 7,121 | $625.2K | 0.36% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 7,072 | $621.0K | 0.01% | −58,173−89.2% | Reduced |
| Cooper Financial Group | 7,072 | $620.9K | 0.17% | +584+9.0% | Added |
| Oak Thistle LLC | 7,050 | $619.0K | 0.37% | +7,050 | New |
| Caerus Investment Advisors, LLC | 7,010 | $615.5K | 0.71% | 00.0% | Unchanged |
| Parkside Investments, LLC | 7,000 | $614.6K | 0.12% | −8,000−53.3% | Reduced |
| IFG Advisors, LLC | 6,932 | $608.6K | 0.24% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 6,922 | $607.8K | 0.74% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,920 | $607.6K | 0.06% | −1,439−17.2% | Reduced |
| TriaGen Wealth Management LLC | 6,905 | $606.3K | 0.30% | +37+0.5% | Added |
| Lake Street Financial LLC | 6,891 | $605.0K | 0.11% | +234+3.5% | Added |