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 |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 3,187 | $279.8K | 0.02% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 3,187 | $279.8K | 0.04% | +3,187 | New |
| Newbridge Financial Services Group, Inc. | 3,165 | $277.9K | 0.15% | +91+3.0% | Added |
| Joule Financial, LLC | 3,155 | $277.0K | 0.15% | −517−14.1% | Reduced |
| Provence Wealth Management Group | 3,143 | $276.0K | 0.18% | +3,143 | New |
| Objective Capital Management, LLC | 3,133 | $275.1K | 0.25% | 00.0% | Unchanged |
| SOL Capital Management CO | 3,120 | $273.9K | 0.04% | 00.0% | Unchanged |
| Centric Wealth Management | 3,111 | $273.2K | 0.12% | +16+0.5% | Added |
| Belvedere Trading LLC | 3,088 | $271.1K | 0.12% | +3,088 | New |
| Private Asset Management Inc | 3,082 | $270.6K | 0.04% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 3,068 | $269.4K | 0.07% | 00.0% | Unchanged |
| Five Oceans Advisors | 3,055 | $268.2K | 0.17% | +38+1.3% | Added |
| M&G Investment Management Ltd | 3,036 | $267.2K | 0.00% | 00.0% | Unchanged |
| Private Capital Management LLC | 3,036 | $266.6K | 0.08% | +475+18.5% | Added |
| Kozak & Associates, Inc. | 3,020 | $265.2K | 0.12% | +26+0.9% | Added |
| Annapolis Financial Services, LLC | 3,015 | $264.7K | 0.08% | +218+7.8% | Added |
| Sepio Capital, LP | 3,013 | $264.5K | 0.02% | −280−8.5% | Reduced |
| Wimmer Associates 1, LLC | 3,188 | $264.4K | 0.17% | +220+7.4% | Added |
| Mastrapasqua Asset Management Inc | 3,000 | $263.4K | 0.03% | −500−14.3% | Reduced |
| Spirit of America Management Corp | 3,000 | $263.4K | 0.06% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,997 | $263.1K | 0.14% | −104−3.4% | Reduced |
| Enterprise Financial Services Corp | 2,990 | $262.5K | 0.17% | +25+0.8% | Added |
| Goldstone Financial Group, LLC | 2,978 | $261.5K | 0.09% | +2,978 | New |
| Harrington Investments, INC | 2,975 | $261.2K | 0.18% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,975 | $261.2K | 0.02% | −11,573−79.6% | Reduced |
| Harvest Fund Management Co., Ltd | 2,970 | $261.0K | 0.06% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 6,021 | $260.7K | 0.01% | −943−13.5% | Reduced |
| SageView Advisory Group, LLC | 2,969 | $260.7K | 0.02% | −226−7.1% | Reduced |
| Choate Investment Advisors | 2,966 | $260.4K | 0.01% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 2,962 | $260.0K | 0.20% | −150−4.8% | Reduced |
| Apriem Advisors | 2,936 | $257.8K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,934 | $257.6K | 0.03% | +98+3.5% | Added |
| Carmel Capital Partners, LLC | 2,934 | $257.6K | 0.15% | −693−19.1% | Reduced |
| Stonnington Group, LLC | 3,000 | $257.1K | 0.07% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 2,924 | $256.7K | 0.06% | −19−0.6% | Reduced |
| Raab & Moskowitz Asset Management LLC | 2,920 | $256.4K | 0.09% | −75−2.5% | Reduced |
| American State Bank (Iowa) | 2,908 | $255.3K | 0.19% | 00.0% | Unchanged |
| NBW Capital LLC | 2,902 | $254.8K | 0.06% | +2,902 | New |
| Perfromance Wealth Partners, LLC | 2,898 | $254.4K | 0.01% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,893 | $254.0K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,891 | $253.8K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,887 | $253.5K | 0.01% | −66−2.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,870 | $252.0K | 0.08% | +2,870 | New |
| Navis Wealth Advisors, LLC | 2,862 | $251.3K | 0.28% | −38−1.3% | Reduced |
| Fortis Group Advisors, LLC | 2,779 | $250.0K | 0.08% | +2,779 | New |
| Crewe Advisors LLC | 2,828 | $248.3K | 0.04% | −357−11.2% | Reduced |
| Vantage Consulting Group Inc | 2,826 | $248.1K | 0.14% | −43−1.5% | Reduced |
| Syntax Advisors, LLC | 2,826 | $248.1K | 0.19% | −43−1.5% | Reduced |
| Buffington Mohr McNeal | 2,825 | $248.0K | 0.06% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 2,822 | $247.8K | 0.13% | +380+15.6% | Added |
| Pathway Financial Advisors LLC | 2,820 | $247.6K | 0.08% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 2,791 | $245.1K | 0.05% | +2,791 | New |
| Farther Finance Advisors, LLC | 2,785 | $244.5K | 0.07% | +1,601+135.2% | Added |
| McLean Asset Management Corp | 2,778 | $243.9K | 0.10% | −140−4.8% | Reduced |
| Bedel Financial Consulting, Inc. | 2,777 | $243.8K | 0.06% | −101−3.5% | Reduced |
| Planned Solutions, Inc. | 2,772 | $243.4K | 0.15% | +40+1.5% | Added |
| Ascent Group, LLC | 2,759 | $242.2K | 0.03% | −131−4.5% | Reduced |
| Wedge Capital Management L L P | 2,750 | $241.4K | 0.00% | +80+3.0% | Added |
| Keel Point, LLC | 2,744 | $240.9K | 0.03% | +2,744 | New |
| Willow Creek Wealth Management Inc. | 2,743 | $240.8K | 0.04% | +46+1.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 2,737 | $240.3K | 0.02% | −359−11.6% | Reduced |
| Founders Financial Securities LLC | 2,720 | $238.8K | 0.03% | +2,720 | New |
| Broadleaf Partners, LLC | 2,719 | $238.7K | 0.09% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2,713 | $238.6K | 0.32% | +25+0.9% | Added |
| Ellsworth Advisors, LLC | 2,714 | $238.3K | 0.08% | +242+9.8% | Added |
| Norway Savings Bank | 2,703 | $237.3K | 0.12% | −240−8.2% | Reduced |
| Reik & Co., LLC | 2,703 | $237.3K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,700 | $237.1K | 0.02% | 00.0% | Unchanged |
| La Financiere de L'Echiquier | 2,700 | $237.1K | 0.01% | +2,700 | New |
| HBW Advisory Services LLC | 2,696 | $237.0K | 0.06% | +2,696 | New |
| Fuller & Thaler Asset Management, Inc. | 2,689 | $236.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,683 | $235.6K | 0.07% | +334+14.2% | Added |
| Argent Advisors, Inc. | 2,680 | $235.3K | 0.11% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,670 | $234.4K | 0.03% | −918−25.6% | Reduced |
| Associated Banc-Corp | 2,658 | $233.4K | 0.01% | −7−0.3% | Reduced |
| Focus Financial Network, Inc. | 2,658 | $233.3K | 0.01% | −5−0.2% | Reduced |
| Daymark Wealth Partners, LLC | 2,656 | $233.2K | 0.03% | +2,656 | New |
| Ropes Wealth Advisors LLC | 2,655 | $233.2K | 0.04% | +2,655 | New |
| Congress Park Capital LLC | 2,650 | $232.7K | 0.14% | −200−7.0% | Reduced |
| Pinnacle Financial Partners Inc | 2,650 | $232.7K | 0.01% | +2,650 | New |
| Insigneo Advisory Services, LLC | 2,658 | $232.3K | 0.07% | −4,057−60.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,639 | $231.7K | 0.11% | +7+0.3% | Added |
| Wellington Shields Capital Management, LLC | 2,637 | $231.5K | 0.03% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,634 | $231.3K | 0.06% | +102+4.0% | Added |
| Sandy Spring Bank | 2,625 | $230.5K | 0.01% | +337+14.7% | Added |
| Sound View Wealth Advisors Group, LLC | 2,617 | $229.8K | 0.03% | −1,753−40.1% | Reduced |
| Cantor Fitzgerald, L. P. | 2,600 | $228.3K | 0.00% | −3,587−58.0% | Reduced |
| N.E.W. Advisory Services LLC | 2,591 | $227.5K | 0.03% | +116+4.7% | Added |
| Welch Group, LLC | 2,588 | $227.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 2,576 | $226.2K | 0.08% | +536+26.3% | Added |
| Castleview Partners, LLC | 2,573 | $225.9K | 0.20% | +176+7.3% | Added |
| Clear Street Markets LLC | 2,564 | $225.0K | 0.06% | −60,568−95.9% | Reduced |
| Summit Global Investments | 2,563 | $225.0K | 0.02% | −5−0.2% | Reduced |
| Pictet & Cie (Europe) SA | 2,557 | $224.5K | 0.01% | +2,557 | New |
| Fiduciary Group LLC | 2,554 | $224.2K | 0.03% | +2,554 | New |
| IVC Wealth Advisors LLC | 2,549 | $223.8K | 0.16% | +113+4.6% | Added |
| Kingfisher Capital LLC | 2,545 | $223.5K | 0.06% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,543 | $223.3K | 0.17% | +2+0.1% | Added |
| Tower Bridge Advisors | 2,542 | $223.2K | 0.02% | −1,200−32.1% | Reduced |
| Hemington Wealth Management | 2,542 | $223.0K | 0.09% | −56−2.2% | Reduced |