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 |
|---|---|---|---|---|---|
| SlateStone Wealth, LLC | 4,107 | $361.0K | 0.07% | +554+15.6% | Added |
| Mill Creek Capital Advisors, LLC | 4,097 | $359.7K | 0.01% | +369+9.9% | Added |
| Allred Capital Management, LLC | 4,086 | $358.8K | 0.19% | 00.0% | Unchanged |
| Farmers National Bank | 4,073 | $357.6K | 0.13% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,070 | $357.3K | 0.03% | −130−3.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,052 | $355.8K | 0.07% | +4,052 | New |
| Stelac Advisory Services LLC | 4,051 | $355.7K | 0.15% | +140+3.6% | Added |
| Curi Capital | 4,026 | $353.5K | 0.05% | −598−12.9% | Reduced |
| Park National Corp | 4,003 | $351.5K | 0.02% | +136+3.5% | Added |
| Integrated Investment Consultants, LLC | 3,995 | $350.8K | 0.11% | −352−8.1% | Reduced |
| Amplius Wealth Advisors, LLC | 3,978 | $349.3K | 0.05% | +112+2.9% | Added |
| RMR Wealth Builders | 3,972 | $348.8K | 0.07% | +664+20.1% | Added |
| Imprint Wealth LLC | 3,947 | $346.6K | 0.23% | +3,947 | New |
| Nwam LLC | 3,946 | $346.5K | 0.04% | +506+14.7% | Added |
| Shepherd Financial Partners LLC | 3,938 | $345.7K | 0.06% | −240−5.7% | Reduced |
| Rosenberg Matthew Hamilton | 3,922 | $344.4K | 0.11% | +138+3.6% | Added |
| Hudock, Inc. | 3,919 | $344.2K | 0.08% | −612−13.5% | Reduced |
| Tradition Wealth Management, LLC | 3,921 | $344.0K | 0.04% | +210+5.7% | Added |
| Concord Asset Management, LLC | 3,912 | $343.4K | 0.14% | +3,912 | New |
| Davidson Investment Advisors | 3,909 | $343.2K | 0.02% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 3,902 | $342.6K | 0.23% | +5+0.1% | Added |
| Platte River Wealth Advisors, LLC | 3,863 | $339.2K | 0.13% | −67−1.7% | Reduced |
| DRW Securities, LLC | 3,863 | $339.0K | 0.05% | −2,426−38.6% | Reduced |
| Concord Wealth Partners | 3,830 | $336.3K | 0.10% | +984+34.6% | Added |
| Millennium Capital Advisors, LLC | 3,817 | $335.1K | 0.30% | +88+2.4% | Added |
| Avantax Planning Partners, Inc. | 3,815 | $335.0K | 0.01% | −243−6.0% | Reduced |
| MCF Advisors LLC | 3,777 | $333.2K | 0.03% | −81−2.1% | Reduced |
| Eagle Asset Management Inc | 3,794 | $333.0K | 0.00% | +3,794 | New |
| Herold Advisors, Inc. | 3,782 | $332.0K | 0.11% | −858−18.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,853 | $331.8K | 0.09% | −61−1.6% | Reduced |
| Sentinus, LLC | 3,768 | $330.8K | 0.11% | +3,768 | New |
| Overbrook Management Corp | 3,764 | $330.5K | 0.09% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,747 | $329.0K | 0.04% | +3,151+528.7% | Added |
| United Bank | 3,746 | $328.9K | 0.04% | +242+6.9% | Added |
| Kaizen Financial Strategies | 3,733 | $327.7K | 0.32% | +29+0.8% | Added |
| Alerus Financial NA | 3,702 | $325.0K | 0.03% | −48−1.3% | Reduced |
| M&R Capital Management Inc | 3,697 | $324.6K | 0.09% | −1,039−21.9% | Reduced |
| Sender Co & Partners, Inc. | 3,683 | $323.4K | 1.17% | +3,683 | New |
| Masso Torrence Wealth Management Inc. | 3,667 | $322.0K | 0.25% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 3,665 | $321.8K | 0.04% | +3,665 | New |
| Fortem Financial Group, LLC | 3,658 | $321.2K | 0.21% | −384−9.5% | Reduced |
| First Financial Bank - Trust Division | 3,658 | $321.2K | 0.03% | −22−0.6% | Reduced |
| MQS Management LLC | 3,648 | $320.3K | 0.21% | +3,648 | New |
| Paces Ferry Wealth Advisors, LLC | 3,648 | $320.3K | 0.26% | +96+2.7% | Added |
| MidWestOne Financial Group, Inc. | 3,614 | $317.3K | 0.07% | −50−1.4% | Reduced |
| Jones Financial Companies LLLP | 3,609 | $316.9K | 0.00% | −82−2.2% | Reduced |
| Alta Advisers Ltd | 3,600 | $316.1K | 0.19% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,599 | $316.0K | 0.02% | +1,210+50.6% | Added |
| Sentry Investment Management LLC | 3,578 | $314.0K | 0.13% | −3,146−46.8% | Reduced |
| City State Bank | 3,575 | $314.0K | 0.18% | −200−5.3% | Reduced |
| Duncker Streett & Co Inc | 3,571 | $313.5K | 0.07% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 3,570 | $313.5K | 0.10% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 3,553 | $312.0K | 0.00% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 3,546 | $311.3K | 0.08% | −497−12.3% | Reduced |
| Johnson Investment Counsel Inc | 3,538 | $310.6K | 0.00% | +296+9.1% | Added |
| Richwood Investment Advisors, LLC | 3,525 | $309.5K | 0.31% | −65−1.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,522 | $309.2K | 0.12% | −615−14.9% | Reduced |
| Eqis Capital Management, Inc. | 3,510 | $308.1K | 0.03% | −363−9.4% | Reduced |
| Morningstar Investment Management LLC | 3,505 | $308.0K | 0.05% | 00.0% | Unchanged |
| Forte Capital LLC | 3,505 | $307.7K | 0.05% | +65+1.9% | Added |
| World Equity Group, Inc. | 42,956 | $306.9K | 0.05% | +42,956 | New |
| AXS Investments LLC | 3,446 | $302.6K | 0.10% | −422−10.9% | Reduced |
| Aprio Wealth Management, LLC | 3,440 | $302.1K | 0.09% | +415+13.7% | Added |
| TD Ameritrade Investment Management, LLC | 3,439 | $302.0K | 0.00% | −791−18.7% | Reduced |
| Trustmark National Bank Trust Department | 3,434 | $301.5K | 0.03% | 00.0% | Unchanged |
| Girard Partners Ltd. | 3,433 | $301.5K | 0.03% | +185+5.7% | Added |
| Wrapmanager Inc | 3,422 | $300.5K | 0.09% | +659+23.9% | Added |
| Liberty Wealth Management LLC | 3,467 | $299.9K | 0.06% | +3,467 | New |
| Cary Street Partner Investment Advisory LLC | 3,416 | $299.9K | 0.02% | −366−9.7% | Reduced |
| Advus Financial Partners, LLC | 3,398 | $298.4K | 0.12% | +352+11.6% | Added |
| Fortitude Advisory Group L.L.C. | 3,390 | $297.6K | 0.23% | +66+2.0% | Added |
| Capstone Financial Advisors, Inc. | 3,374 | $296.2K | 0.02% | −89−2.6% | Reduced |
| Delta Financial Group, Inc. | 3,370 | $296.0K | 0.12% | +124+3.8% | Added |
| Strait & Sound Wealth Management LLC | 3,357 | $294.7K | 0.29% | +159+5.0% | Added |
| Arkadios Wealth Advisors | 3,355 | $294.5K | 0.04% | +557+19.9% | Added |
| Parsec Financial Management, Inc. | 3,350 | $294.1K | 0.01% | −158−4.5% | Reduced |
| Crawford Investment Counsel Inc | 3,350 | $294.1K | 0.01% | +361+12.1% | Added |
| WSFS Capital Management, LLC | 3,345 | $293.7K | 0.03% | −136−3.9% | Reduced |
| Independent Financial Group, LLC | 3,340 | $293.3K | 0.02% | −168−4.8% | Reduced |
| JGP Wealth Management, LLC | 3,336 | $292.9K | 0.05% | −62−1.8% | Reduced |
| Jackson Square Capital, LLC | 3,333 | $292.6K | 0.13% | −2,019−37.7% | Reduced |
| Twin Focus Capital Partners, LLC | 3,329 | $292.3K | 0.06% | +119+3.7% | Added |
| Janney Capital Management LLC | 3,330 | $292.0K | 0.02% | +168+5.3% | Added |
| Humankind Investments LLC | 3,323 | $291.8K | 0.12% | −370−10.0% | Reduced |
| Aspiriant, LLC | 3,309 | $290.5K | 0.02% | −6−0.2% | Reduced |
| NBT Bank N A | 3,307 | $290.4K | 0.04% | +75+2.3% | Added |
| Great Lakes Advisors, LLC | 3,290 | $288.9K | 0.00% | +3,290 | New |
| Valley National Advisers Inc | 3,198 | $288.0K | 0.05% | +94+3.0% | Added |
| Marathon Capital Management | 3,277 | $287.7K | 0.07% | −234−6.7% | Reduced |
| Wallace Advisory Group, LLC | 3,276 | $287.6K | 0.22% | −83−2.5% | Reduced |
| Capital Advisors Inc | 3,270 | $287.1K | 0.01% | −10−0.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,258 | $286.1K | 0.08% | −82−2.5% | Reduced |
| Operose Advisors LLC | 3,257 | $286.0K | 0.14% | +1,128+53.0% | Added |
| DGS Capital Management, LLC | 3,257 | $285.9K | 0.16% | +3+0.1% | Added |
| Guerra Pan Advisors, LLC | 3,239 | $284.4K | 0.36% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,234 | $283.9K | 0.04% | −186−5.4% | Reduced |
| CNB Bank | 3,231 | $283.7K | 0.17% | 00.0% | Unchanged |
| Manchester Financial Inc | 3,228 | $283.4K | 0.08% | +80+2.5% | Added |
| Quadrant Private Wealth Management, LLC | 3,207 | $281.6K | 0.09% | −4−0.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 3,200 | $281.0K | 0.00% | 00.0% | Unchanged |