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 |
|---|---|---|---|---|---|
| Lifestyle Asset Management, Inc. | 2,530 | $222.1K | 0.15% | +2,530 | New |
| Doheny Asset Management | 2,523 | $222.0K | 0.20% | −203−7.4% | Reduced |
| Bangor Savings Bank | 2,525 | $221.7K | 0.03% | −78−3.0% | Reduced |
| Flynn Zito Capital Management, LLC | 2,521 | $221.3K | 0.16% | +2,521 | New |
| Ofi Invest Asset Management | 19,431,194 | $221.3K | 1.14% | +19,431,194 | New |
| Ethos Financial Group, LLC | 2,512 | $220.6K | 0.07% | +2,512 | New |
| Brandywine Oak Private Wealth LLC | 2,511 | $220.5K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,500 | $220.0K | 0.11% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,501 | $219.6K | 0.06% | +2,501 | New |
| Beck Mack & Oliver LLC | 2,500 | $219.5K | 0.01% | 00.0% | Unchanged |
| Gruss & Co., LLC | 2,500 | $219.5K | 1.39% | +2,500 | New |
| Oxford Financial Group Ltd | 2,497 | $219.2K | 0.02% | +2,497 | New |
| Pflug Koory, LLC | 2,494 | $219.0K | 0.12% | −75−2.9% | Reduced |
| Hall Capital Management Co Inc | 2,490 | $218.6K | 0.13% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,470 | $216.9K | 0.09% | +39+1.6% | Added |
| Soltis Investment Advisors LLC | 2,455 | $215.6K | 0.03% | +34+1.4% | Added |
| Chicago Trust Co NA | 2,454 | $215.5K | 0.05% | −62−2.5% | Reduced |
| Hoxton Planning & Management, LLC | 2,449 | $215.0K | 0.12% | −28−1.1% | Reduced |
| E Fund Management Co., Ltd. | 2,434 | $214.0K | 0.02% | −141−5.5% | Reduced |
| Mayfair Advisory Group, LLC | 2,467 | $213.9K | 0.23% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,433 | $213.6K | 0.07% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,429 | $213.3K | 0.26% | −264−9.8% | Reduced |
| Boston Trust Walden Corp | 2,423 | $212.7K | 0.00% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,416 | $212.2K | 0.05% | −127−5.0% | Reduced |
| Johnson Financial Group, Inc. | 2,404 | $211.2K | 0.02% | +69+3.0% | Added |
| Windsor Group LTD | 2,512 | $211.0K | 0.04% | 00.0% | Unchanged |
| PFG Advisors | 2,388 | $209.6K | 0.02% | −424−15.1% | Reduced |
| Boothbay Fund Management, LLC | 2,375 | $208.5K | 0.01% | +2,375 | New |
| BancorpSouth Bank | 2,374 | $208.5K | 0.02% | +2,374 | New |
| Austin Private Wealth, LLC | 2,374 | $208.4K | 0.03% | +2,374 | New |
| Werba Rubin Papier Wealth Management | 2,370 | $208.1K | 0.08% | +2,370 | New |
| HFG Advisors, Inc. | 2,355 | $206.8K | 0.24% | 00.0% | Unchanged |
| First National Bank of South Miami | 2,350 | $206.3K | 0.16% | −8−0.3% | Reduced |
| Karpas Strategies, LLC | 2,334 | $204.9K | 0.07% | +2,334 | New |
| Winthrop Advisory Group LLC | 2,330 | $204.6K | 0.04% | +2,330 | New |
| Firestone Capital Management | 2,318 | $203.5K | 0.07% | +2,318 | New |
| Terry L. Blaker | 2,317 | $203.4K | 0.02% | +2,317 | New |
| Ssi Investment Management LLC | 2,304 | $202.3K | 0.01% | −545−19.1% | Reduced |
| Avestar Capital, LLC | 2,303 | $202.2K | 0.04% | +2,303 | New |
| Talisman Wealth Advisors LLC | 2,300 | $202.0K | 0.36% | +2,300 | New |
| Optimum Investment Advisors | 2,300 | $201.9K | 0.11% | −8−0.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,285 | $200.6K | 0.16% | +2,285 | New |
| Vicus Capital | 2,284 | $200.6K | 0.02% | +2,284 | New |
| Prestige Wealth Management Group LLC | 2,269 | $199.2K | 0.05% | −89−3.8% | Reduced |
| Harbour Investments, Inc. | 2,235 | $196.2K | 0.01% | −508−18.5% | Reduced |
| Baker Avenue Asset Management, LP | 2,208 | $193.9K | 0.01% | +5+0.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,200 | $193.2K | 0.00% | +211+10.6% | Added |
| Old North State Trust, LLC | 2,169 | $190.0K | 0.13% | +22+1.0% | Added |
| Missouri Trust & Investment Co | 2,151 | $188.9K | 0.12% | −114−5.0% | Reduced |
| Boyd Watterson Asset Management LLC | 2,122 | $186.3K | 0.08% | +15+0.7% | Added |
| Glassman Wealth Services | 2,104 | $184.7K | 0.03% | +844+67.0% | Added |
| Motco | 2,084 | $183.0K | 0.01% | −52−2.4% | Reduced |
| Independence Bank of Kentucky | 2,054 | $180.3K | 0.08% | +550+36.6% | Added |
| Baystate Wealth Management LLC | 2,012 | $176.7K | 0.02% | +108+5.7% | Added |
| Emfo, LLC | 2,000 | $175.6K | 0.17% | +2,000 | New |
| BerganKDV Wealth Management, LLC | 1,929 | $169.4K | 0.02% | +91+5.0% | Added |
| Credential Qtrade Securities Inc. | 1,895 | $166.4K | 0.01% | −25−1.3% | Reduced |
| Brown Shipley& Co Ltd | 1,874 | $164.5K | 0.11% | +1,874 | New |
| IMA Wealth, Inc. | 1,842 | $161.7K | 0.04% | −381−17.1% | Reduced |
| Godsey & Gibb Associates | 1,836 | $161.2K | 0.02% | −100−5.2% | Reduced |
| Sutton Wealth Advisors Inc. | 1,821 | $159.9K | 0.09% | −19−1.0% | Reduced |
| Atlas Capital Advisors LLC | 1,816 | $159.4K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,810 | $158.9K | 0.01% | −17−0.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,789 | $157.1K | 0.05% | +15+0.8% | Added |
| Grove Bank & Trust | 1,785 | $156.7K | 0.03% | +211+13.4% | Added |
| Hazlett, Burt & Watson, Inc. | 1,796 | $156.0K | 0.13% | +74+4.3% | Added |
| Endurance Wealth Management, Inc. | 1,767 | $155.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,709 | $150.9K | 0.01% | +63+3.8% | Added |
| Exchange Traded Concepts, LLC | 1,686 | $148.0K | 0.00% | +1,580+1,490.6% | Added |
| Bogart Wealth, LLC | 1,665 | $146.2K | 0.01% | +104+6.7% | Added |
| Machina Capital S.A.S. | 1,649 | $144.8K | 0.13% | +1,649 | New |
| Thompson Investment Management, Inc. | 1,562 | $137.1K | 0.02% | +1,562 | New |
| Piscataqua Savings Bank | 1,538 | $135.0K | 0.11% | +75+5.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $132.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,500 | $131.7K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,493 | $131.1K | 0.01% | −122−7.6% | Reduced |
| Rock Creek Group, LP | 1,481 | $130.0K | 0.02% | +888+149.7% | Added |
| Ten Capital Wealth Advisors, LLC | 1,475 | $129.5K | 0.04% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,453 | $128.0K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,426 | $125.2K | 0.08% | +1,426 | New |
| Cranbrook Wealth Management, LLC | 1,425 | $125.1K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 1,422 | $124.9K | 0.11% | +841+144.8% | Added |
| Laffer Tengler Investments | 1,417 | $124.4K | 0.03% | −1−0.1% | Reduced |
| Ellevest, Inc. | 1,407 | $123.5K | 0.01% | −194−12.1% | Reduced |
| Gleason Group, Inc. | 1,391 | $122.1K | 0.04% | +11+0.8% | Added |
| Washington Trust Advisors, Inc. | 1,370 | $120.3K | 0.01% | −29−2.1% | Reduced |
| Silvant Capital Management LLC | 1,357 | $119.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,347 | $118.0K | 0.02% | −1,200−47.1% | Reduced |
| West Paces Advisors Inc. | 1,337 | $117.4K | 0.04% | +36+2.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,324 | $116.0K | 0.04% | +1,324 | New |
| Kapitalo Investimentos Ltda | 1,264 | $111.0K | 0.04% | +1,264 | New |
| JFS Wealth Advisors, LLC | 1,262 | $110.8K | 0.01% | +17+1.4% | Added |
| Whittier Trust Co of Nevada Inc | 1,257 | $110.4K | 0.00% | −48−3.7% | Reduced |
| Armstrong Advisory Group, Inc | 1,255 | $110.2K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,241 | $108.9K | 0.02% | +111+9.8% | Added |
| MV Capital Management, Inc. | 1,239 | $108.8K | 0.02% | +901+266.6% | Added |
| Compass Wealth Management LLC | 1,212 | $106.4K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,208 | $106.0K | 0.12% | −67−5.3% | Reduced |
| Dividend Assets Capital, LLC | 1,233 | $105.0K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,156 | $101.5K | 0.08% | +1,156 | New |