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 |
|---|---|---|---|---|---|
| ASB Consultores, LLC | 6,859 | $602.2K | 0.24% | +2,363+52.6% | Added |
| Nomura Holdings Inc | 6,832 | $599.9K | 0.01% | +5,461+398.3% | Added |
| David Loasby | 7,078 | $595.9K | 0.07% | +674+10.5% | Added |
| TD Private Client Wealth LLC | 6,769 | $594.3K | 0.03% | −869−11.4% | Reduced |
| Prio Wealth Limited Partnership | 6,732 | $591.1K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 6,729 | $590.8K | 0.17% | +887+15.2% | Added |
| Canton Hathaway, LLC | 6,725 | $590.0K | 0.20% | −902−11.8% | Reduced |
| Maven Securities LTD | 6,718 | $589.8K | 0.09% | +6,718 | New |
| Western Wealth Management, LLC | 6,665 | $585.2K | 0.05% | −450−6.3% | Reduced |
| Clearstead Advisors, LLC | 6,642 | $583.2K | 0.04% | +4,045+155.8% | Added |
| Somerville Kurt F | 6,640 | $583.0K | 0.11% | −200−2.9% | Reduced |
| Transatlantique Private Wealth LLC | 6,623 | $581.5K | 0.32% | +277+4.4% | Added |
| Harbor Advisors LLC | 6,608 | $580.2K | 0.14% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 6,588 | $578.4K | 0.17% | −1,696−20.5% | Reduced |
| Arbor Investment Advisors, LLC | 6,581 | $577.8K | 0.11% | +12+0.2% | Added |
| Pallas Capital Advisors LLC | 6,370 | $574.5K | 0.05% | −3,103−32.8% | Reduced |
| Personal Cfo Solutions, LLC | 6,519 | $572.4K | 0.12% | +205+3.2% | Added |
| Lee Danner & Bass Inc | 6,475 | $569.0K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,479 | $568.9K | 0.04% | +46+0.7% | Added |
| Sunbelt Securities, Inc. | 6,603 | $568.6K | 0.09% | +38+0.6% | Added |
| Kistler-Tiffany Companies, LLC | 6,463 | $567.5K | 0.11% | +320+5.2% | Added |
| Teza Capital Management LLC | 6,459 | $567.1K | 0.12% | +6,459 | New |
| First National Advisers, LLC | 6,462 | $567.0K | 0.64% | +27+0.4% | Added |
| Pacitti Group Inc. | 6,448 | $566.2K | 0.41% | +126+2.0% | Added |
| LMR Partners LLP | 6,432 | $564.7K | 0.01% | +6,432 | New |
| Park Circle Co | 6,400 | $561.9K | 0.55% | +5,600+700.0% | Added |
| Rational Advisors LLC | 6,374 | $559.6K | 0.05% | +6,374 | New |
| Bank of Hawaii | 6,371 | $559.4K | 0.03% | −1,057−14.2% | Reduced |
| Parkside Financial Bank & Trust | 6,366 | $558.9K | 0.15% | +783+14.0% | Added |
| Brown Capital Management LLC | 6,320 | $554.9K | 0.01% | −30−0.5% | Reduced |
| Clear Harbor Asset Management, LLC | 6,318 | $554.7K | 0.06% | +1,177+22.9% | Added |
| Visionary Wealth Advisors | 6,302 | $553.3K | 0.05% | −88−1.4% | Reduced |
| Kovack Advisors, Inc. | 6,290 | $552.3K | 0.08% | −780−11.0% | Reduced |
| Sippican Capital Advisors | 6,273 | $550.8K | 0.53% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 6,475 | $550.5K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,259 | $549.5K | 0.11% | +869+16.1% | Added |
| Cambridge Trust Co | 6,256 | $549.3K | 0.03% | −2,099−25.1% | Reduced |
| Chicago Wealth Management, Inc. | 6,243 | $548.1K | 0.44% | 00.0% | Unchanged |
| US Asset Management LLC | 6,231 | $547.0K | 0.56% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 6,129 | $541.2K | 0.42% | −76−1.2% | Reduced |
| Pinebridge Investments, L.P. | 6,150 | $540.0K | 0.01% | +1,433+30.4% | Added |
| Nicholas Hoffman & Company, LLC. | 6,132 | $538.4K | 0.05% | +196+3.3% | Added |
| Anchor Investment Management, LLC | 6,121 | $537.4K | 0.07% | +2,158+54.5% | Added |
| Sompo Asset Management Co., Ltd. | 6,120 | $537.3K | 0.11% | −260−4.1% | Reduced |
| M Holdings Securities, Inc. | 6,069 | $533.0K | 0.06% | +125+2.1% | Added |
| Rossmore Private Capital | 6,064 | $532.4K | 0.08% | −80−1.3% | Reduced |
| Lavaca Capital LLC | 6,042 | $531.7K | 0.12% | +400+7.1% | Added |
| Wharton Business Group, LLC | 6,024 | $528.0K | 0.03% | −305−4.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 6,005 | $527.2K | 0.19% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 5,981 | $525.1K | 0.10% | +234+4.1% | Added |
| Carlson Capital Management | 5,978 | $524.9K | 0.03% | +462+8.4% | Added |
| Gryphon Financial Partners LLC | 5,978 | $524.9K | 0.12% | −1,216−16.9% | Reduced |
| NewEdge Wealth, LLC | 5,961 | $523.4K | 0.02% | −3,059−33.9% | Reduced |
| Mission Wealth Management, LP | 5,958 | $523.1K | 0.02% | −426−6.7% | Reduced |
| Chapin Davis, Inc. | 5,954 | $522.8K | 0.27% | −260−4.2% | Reduced |
| Red Lighthouse Investment Management, LLC | 5,950 | $522.4K | 0.25% | 00.0% | Unchanged |
| Americana Partners, LLC | 5,937 | $521.3K | 0.08% | −274−4.4% | Reduced |
| Aaron Wealth Advisors | 5,889 | $517.1K | 0.07% | +728+14.1% | Added |
| Kingsview Wealth Management, LLC | 5,885 | $516.7K | 0.02% | +633+12.1% | Added |
| Thomas White International Ltd | 5,879 | $516.2K | 0.11% | +59+1.0% | Added |
| Berger Financial Group, Inc | 5,877 | $516.0K | 0.06% | −167−2.8% | Reduced |
| ISAM Funds (UK) Ltd | 5,870 | $515.4K | 0.66% | +2,270+63.1% | Added |
| BKD Wealth Advisors, LLC | 5,868 | $515.2K | 0.02% | +477+8.8% | Added |
| Breakwater Capital Group | 5,791 | $508.4K | 0.21% | +1,761+43.7% | Added |
| First County Bank | 5,782 | $507.7K | 0.25% | −106−1.8% | Reduced |
| Legacy Financial Advisors, Inc. | 5,759 | $505.7K | 0.10% | −87−1.5% | Reduced |
| RFG Advisory, LLC | 5,758 | $505.6K | 0.02% | −221−3.7% | Reduced |
| Heritage Wealth Advisors | 5,746 | $504.5K | 0.03% | −195−3.3% | Reduced |
| Evoke Wealth, LLC | 5,739 | $503.9K | 0.02% | +391+7.3% | Added |
| Rehmann Capital Advisory Group | 5,737 | $503.8K | 0.05% | −41−0.7% | Reduced |
| Insight 2811, Inc. | 5,735 | $503.5K | 0.31% | −80−1.4% | Reduced |
| Legacy Capital Group California, Inc. | 5,725 | $502.7K | 0.25% | +5,725 | New |
| Douglass Winthrop Advisors, LLC | 5,723 | $502.0K | 0.01% | +5+0.1% | Added |
| Jackson Creek Investment Advisors LLC | 5,712 | $502.0K | 0.21% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,710 | $501.3K | 0.11% | +2,556+81.0% | Added |
| Wealth Effects LLC | 5,704 | $500.8K | 0.26% | −100−1.7% | Reduced |
| Westover Capital Advisors, LLC | 5,700 | $500.5K | 0.19% | +1,700+42.5% | Added |
| Viawealth, LLC | 5,693 | $499.9K | 0.40% | −1,235−17.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,683 | $499.0K | 0.02% | +1,737+44.0% | Added |
| Bartlett & Co. LLC | 5,671 | $498.0K | 0.01% | −50−0.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,671 | $497.9K | 0.01% | −50−0.9% | Reduced |
| Boston Financial Mangement LLC | 5,606 | $492.2K | 0.02% | −317−5.4% | Reduced |
| 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 |
| Sage Mountain Advisors LLC | 5,593 | $491.1K | 0.08% | +3,035+118.6% | Added |
| Financial Advisors, LLC | 5,590 | $490.8K | 0.12% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 5,587 | $490.5K | 0.05% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,570 | $489.0K | 0.09% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 5,569 | $489.0K | 0.06% | −6,112−52.3% | Reduced |
| Adirondack Trust Co | 5,569 | $488.9K | 0.25% | −435−7.2% | Reduced |
| Advisors Capital Management, LLC | 5,553 | $488.0K | 0.01% | −604−9.8% | Reduced |
| Clifford Group, LLC | 5,555 | $487.7K | 0.59% | −547−9.0% | Reduced |
| LS Investment Advisors, LLC | 5,550 | $487.3K | 0.09% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 5,532 | $485.7K | 0.12% | −150−2.6% | Reduced |
| Strategic Investment Advisors | 5,517 | $484.4K | 0.09% | −8,279−60.0% | Reduced |
| Cable Hill Partners, LLC | 5,509 | $483.7K | 0.08% | +239+4.5% | Added |
| HBK Sorce Advisory LLC | 5,508 | $483.6K | 0.02% | −5,916−51.8% | Reduced |
| Sendero Wealth Management, LLC | 5,499 | $482.8K | 0.15% | −2,055−27.2% | Reduced |
| First Interstate Bank | 5,465 | $479.8K | 0.04% | −463−7.8% | Reduced |
| American National Bank | 5,460 | $479.4K | 0.09% | +878+19.2% | Added |