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
- 1,673
- +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
- 648 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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 5,427 | $476.0K | 0.04% | −327−5.7% | Reduced |
| Bahl & Gaynor Inc | 5,403 | $474.4K | 0.00% | −53−1.0% | Reduced |
| BSW Wealth Partners | 5,398 | $474.0K | 0.10% | +61+1.1% | Added |
| Bell Bank | 5,371 | $471.6K | 0.05% | −85−1.6% | Reduced |
| Geller Advisors LLC | 5,354 | $470.1K | 0.07% | −897−14.3% | Reduced |
| CVA Family Office, LLC | 5,350 | $469.7K | 0.10% | +326+6.5% | Added |
| Skba Capital Management LLC | 5,350 | $469.7K | 0.09% | +900+20.2% | Added |
| Radnor Capital Management, LLC | 5,320 | $467.0K | 0.12% | +880+19.8% | Added |
| Silvia McColl Wealth Management, LLC | 5,315 | $466.7K | 0.46% | −410−7.2% | Reduced |
| ING Groep NV | 5,311 | $466.3K | 0.00% | −181,849−97.2% | Reduced |
| KG&L Capital Management,LLC | 5,310 | $466.2K | 0.24% | +2,084+64.6% | Added |
| Wealth Alliance | 5,302 | $465.5K | 0.08% | +396+8.1% | Added |
| Marcum Wealth, LLC | 5,279 | $463.5K | 0.06% | +889+20.3% | Added |
| IFP Advisors, Inc | 9,029 | $463.2K | 0.02% | −7,645−45.8% | Reduced |
| Regal Investment Advisors LLC | 5,258 | $461.6K | 0.04% | −202−3.7% | Reduced |
| Ausdal Financial Partners, Inc. | 5,225 | $458.7K | 0.06% | +72+1.4% | Added |
| Lebenthal Global Advisors, LLC | 5,210 | $457.4K | 0.14% | −2,965−36.3% | Reduced |
| Exencial Wealth Advisors, LLC | 5,195 | $456.2K | 0.02% | +100+2.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 5,179 | $454.7K | 0.02% | +873+20.3% | Added |
| Miracle Mile Advisors, LLC | 5,174 | $454.3K | 0.01% | −1,830−26.1% | Reduced |
| Alpha Cubed Investments, LLC | 5,120 | $449.5K | 0.03% | −3,866−43.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,092 | $447.1K | 0.07% | −1,140−18.3% | Reduced |
| Lindbrook Capital, LLC | 5,091 | $447.0K | 0.05% | +700+15.9% | Added |
| Strategic Financial Services, Inc, | 5,082 | $446.2K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,078 | $445.8K | 0.06% | +5,078 | New |
| X-Square Capital, LLC | 5,069 | $445.0K | 0.26% | +131+2.7% | Added |
| Wealthsource Partners, LLC | 5,067 | $444.9K | 0.03% | +241+5.0% | Added |
| Exos TFP Holdings LLC | 5,063 | $444.5K | 0.11% | +2,618+107.1% | Added |
| Integris Wealth Management, LLC | 5,059 | $444.2K | 0.16% | +40+0.8% | Added |
| Cornerstone Wealth Management, LLC | 5,051 | $443.4K | 0.04% | +5,051 | New |
| Glen Eagle Advisors, LLC | 5,010 | $439.9K | 0.11% | −121−2.4% | Reduced |
| Allstate Corp | 4,986 | $437.8K | 0.03% | −50,406−91.0% | Reduced |
| C2C Wealth Management, LLC | 5,121 | $437.6K | 0.07% | +5,121 | New |
| GraniteShares Advisors LLC | 4,922 | $432.2K | 0.38% | −425−7.9% | Reduced |
| Beta Wealth Group, Inc. | 4,900 | $430.2K | 0.25% | +300+6.5% | Added |
| Davis R M Inc | 4,902 | $430.0K | 0.01% | −80−1.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,887 | $429.1K | 0.03% | −113−2.3% | Reduced |
| Rothschild Investment Corp | 4,881 | $429.0K | 0.04% | +15+0.3% | Added |
| Executive Wealth Group LLC | 4,869 | $427.5K | 0.30% | +37+0.8% | Added |
| Riverwater Partners LLC | 4,869 | $427.5K | 0.39% | −3,038−38.4% | Reduced |
| IAM Advisory, LLC | 4,869 | $427.5K | 0.15% | +4,869 | New |
| American Trust | 4,863 | $427.0K | 0.03% | +1,580+48.1% | Added |
| Wilkinson Global Asset Management LLC | 4,835 | $424.5K | 0.03% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 4,815 | $422.8K | 0.23% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 4,813 | $422.6K | 0.19% | +813+20.3% | Added |
| Main Street Financial Solutions, LLC | 4,797 | $421.6K | 0.06% | +12+0.3% | Added |
| Ameritas Advisory Services, LLC | 4,733 | $421.3K | 0.02% | −568−10.7% | Reduced |
| Omnia Family Wealth, LLC | 4,794 | $420.9K | 0.32% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,786 | $420.2K | 0.23% | −65−1.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 4,920 | $420.0K | 0.18% | +1,800+57.7% | Added |
| Verition Fund Management LLC | 4,783 | $419.9K | 0.01% | −17,600−78.6% | Reduced |
| STAR Financial Bank | 4,764 | $418.3K | 0.41% | +200+4.4% | Added |
| Ledyard National Bank | 4,741 | $416.3K | 0.05% | −43−0.9% | Reduced |
| Peoples Bank | 4,735 | $415.7K | 0.27% | −30−0.6% | Reduced |
| LVZ Advisors, Inc. | 4,732 | $415.5K | 0.06% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 4,728 | $415.1K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,712 | $413.7K | 0.77% | +4,712 | New |
| Mosaic Family Wealth Partners, LLC | 4,710 | $413.5K | 0.09% | −90−1.9% | Reduced |
| Catalyst Financial Partners LLC | 4,684 | $411.3K | 0.18% | +1,284+37.8% | Added |
| West Family Investments, Inc. | 4,677 | $410.6K | 0.16% | 00.0% | Unchanged |
| Unigestion Holding SA | 4,733 | $407.6K | 0.02% | −1,324−21.9% | Reduced |
| Circle Wealth Management, LLC | 4,636 | $407.0K | 0.06% | −2,336−33.5% | Reduced |
| Tanager Wealth Management LLP | 4,634 | $406.9K | 0.10% | −269−5.5% | Reduced |
| First Dallas Securities Inc. | 4,600 | $404.0K | 0.24% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 4,596 | $403.5K | 0.11% | +518+12.7% | Added |
| Calton & Associates, Inc. | 4,592 | $403.2K | 0.19% | +1,113+32.0% | Added |
| Redhawk Wealth Advisors, Inc. | 4,583 | $402.4K | 0.14% | −1,260−21.6% | Reduced |
| Mach-1 Financial Group, Inc. | 4,564 | $400.7K | 2.55% | −9,727−68.1% | Reduced |
| DT Investment Partners, LLC | 4,536 | $398.9K | 0.05% | 00.0% | Unchanged |
| King Wealth | 4,527 | $397.0K | 0.09% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4,516 | $396.5K | 0.03% | −1,697−27.3% | Reduced |
| V Wealth Advisors LLC | 4,502 | $395.2K | 0.07% | +11+0.2% | Added |
| Meeder Asset Management Inc | 4,483 | $393.6K | 0.03% | −343−7.1% | Reduced |
| Baron Wealth Management LLC | 4,458 | $391.4K | 0.28% | +20.0% | Added |
| Change Path, LLC | 4,431 | $389.0K | 0.02% | −32−0.7% | Reduced |
| Freestone Capital Holdings, LLC | 4,430 | $389.0K | 0.02% | +26+0.6% | Added |
| Eads & Heald Wealth Management | 4,423 | $388.0K | 0.19% | +110+2.6% | Added |
| Aj Wealth Strategies, LLC | 4,409 | $387.1K | 0.02% | +9+0.2% | Added |
| Alpha Family Trust | 4,405 | $386.8K | 0.31% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,398 | $386.1K | 0.14% | +18+0.4% | Added |
| Destination Wealth Management | 4,398 | $386.1K | 0.01% | +210+5.0% | Added |
| Eudaimonia Partners, LLC | 4,396 | $386.0K | 0.09% | +10.0% | Added |
| Vivaldi Capital Management, LLC | 4,393 | $385.7K | 0.12% | −488−10.0% | Reduced |
| RSM US Wealth Management LLC | 4,352 | $382.1K | 0.01% | +1,105+34.0% | Added |
| Lion Street Advisors, LLC | 4,343 | $381.3K | 0.12% | +4,343 | New |
| Addison Advisors LLC | 4,339 | $381.0K | 0.21% | +151+3.6% | Added |
| Hexagon Capital Partners LLC | 4,325 | $379.7K | 0.11% | +616+16.6% | Added |
| Waddell & Associates, LLC | 4,317 | $379.1K | 0.06% | +83+2.0% | Added |
| Wagner Wealth Management, LLC | 4,304 | $377.9K | 0.17% | +476+12.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 4,278 | $375.6K | 0.20% | +23+0.5% | Added |
| Frisch Financial Group, Inc. | 4,227 | $371.0K | 0.14% | +37+0.9% | Added |
| Eastern Bank | 4,194 | $368.2K | 0.02% | −122−2.8% | Reduced |
| Smithfield Trust Co | 4,191 | $368.0K | 0.02% | −1,632−28.0% | Reduced |
| Continuum Advisory, LLC | 4,167 | $365.9K | 0.06% | +458+12.3% | Added |
| BLB&B Advisors, LLC | 4,137 | $363.2K | 0.03% | +161+4.0% | Added |
| Granger Management LLC | 4,136 | $363.1K | 0.16% | −156−3.6% | Reduced |
| Alliance Wealth Advisors, LLC | 4,133 | $362.9K | 0.27% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 4,133 | $362.9K | 0.20% | +32+0.8% | Added |
| Hoylecohen, LLC | 4,129 | $362.6K | 0.03% | +270+7.0% | Added |
| Grandfield & Dodd, LLC | 4,128 | $362.4K | 0.03% | 00.0% | Unchanged |