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 |
|---|---|---|---|---|---|
| Fortis Advisors, LLC | 1,144 | $100.4K | 0.07% | +9+0.8% | Added |
| Hanson & Doremus Investment Management | 1,125 | $99.0K | 0.02% | −139−11.0% | Reduced |
| Resources Management Corp | 734 | $98.0K | 0.02% | −375−33.8% | Reduced |
| BDO Wealth Advisors, LLC | 1,106 | $97.1K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,099 | $97.0K | 0.07% | +6+0.5% | Added |
| Global Financial Private Client, LLC | 1,090 | $95.0K | 0.05% | +106+10.8% | Added |
| FinTrust Capital Advisors, LLC | 1,117 | $95.0K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 1,031 | $90.5K | 0.06% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,013 | $88.9K | 0.07% | +8+0.8% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,000 | $88.0K | 0.06% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $87.8K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 984 | $87.0K | 0.01% | −316−24.3% | Reduced |
| PSI Advisors, LLC | 988 | $86.7K | 0.04% | −13−1.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 975 | $85.6K | 0.04% | +50+5.4% | Added |
| Cedar Mountain Advisors, LLC | 975 | $85.6K | 0.03% | +5+0.5% | Added |
| Sound Income Strategies, LLC | 971 | $85.2K | 0.01% | −115−10.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 963 | $84.6K | 0.08% | −53−5.2% | Reduced |
| Pathway Financial Advisers, LLC | 959 | $84.2K | 0.03% | +6+0.6% | Added |
| Hillsdale Investment Management Inc. | 950 | $83.4K | 0.01% | +310+48.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 890 | $78.0K | 0.05% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 875 | $77.0K | 0.00% | −140−13.8% | Reduced |
| Pointe Capital Management LLC | 858 | $75.3K | 0.05% | +858 | New |
| Atticus Wealth Management, LLC | 855 | $75.1K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 855 | $75.1K | 0.02% | +756+763.6% | Added |
| TCI Wealth Advisors, Inc. | 818 | $71.8K | 0.01% | +70+9.4% | Added |
| CoreFirst Bank & Trust | 811 | $71.2K | 0.05% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 808 | $70.9K | 0.02% | −596−42.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 813 | $70.0K | 0.07% | +813 | New |
| Rocky Mountain Advisers, LLC | 786 | $69.0K | 0.04% | +5+0.6% | Added |
| Creative Financial Designs Inc | 781 | $68.6K | 0.01% | +103+15.2% | Added |
| Eukles Asset Management | 770 | $67.6K | 0.04% | 00.0% | Unchanged |
| Knuff & Co LLC | 760 | $66.7K | 0.03% | +560+280.0% | Added |
| Horan Securities, Inc. | 758 | $66.6K | 0.03% | +20+2.7% | Added |
| Clearview Wealth Advisors LLC | 756 | $66.4K | 0.07% | +1+0.1% | Added |
| Colonial Trust Co | 742 | $65.1K | 0.02% | +600+422.5% | Added |
| HHM Wealth Advisors, LLC | 741 | $65.1K | 0.01% | +61+9.0% | Added |
| Covestor Ltd | 745 | $65.0K | 0.06% | −265−26.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 738 | $64.8K | 0.03% | +3+0.4% | Added |
| SOA Wealth Advisors, LLC. | 724 | $63.5K | 0.02% | +50+7.4% | Added |
| Twin Lakes Capital Management, LLC | 720 | $63.2K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 673 | $59.1K | 0.04% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 648 | $56.9K | 0.08% | +648 | New |
| TFC Financial Management | 646 | $56.7K | 0.01% | +607+1,556.4% | Added |
| Tobam | 637 | $56.0K | 0.00% | +637 | New |
| Mint Tower Capital Management B.V. | 627 | $55.0K | 0.01% | −7,073−91.9% | Reduced |
| LFA - Lugano Financial Advisors SA | 625 | $54.9K | 0.04% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 613 | $54.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 607 | $53.3K | 0.01% | −95−13.5% | Reduced |
| Benjamin Edwards Inc | 600 | $53.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $52.7K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 590 | $51.8K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 590 | $51.8K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 583 | $51.0K | 0.02% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 571 | $50.2K | 0.01% | +571 | New |
| America First Investment Advisors, LLC | 556 | $48.8K | 0.01% | +556 | New |
| SRS Capital Advisors, Inc. | 551 | $48.3K | 0.01% | +4+0.7% | Added |
| Register Financial Advisors LLC | 539 | $47.3K | 0.04% | −755−58.3% | Reduced |
| Cedar Wealth Management, LLC | 527 | $46.3K | 0.02% | −395−42.8% | Reduced |
| Evermay Wealth Management LLC | 518 | $45.5K | 0.01% | +168+48.0% | Added |
| Fortis Capital Advisors, LLC | 515 | $45.2K | 0.02% | +6+1.2% | Added |
| TSFG, LLC | 513 | $45.0K | 0.02% | −210−29.0% | Reduced |
| Ogorek Anthony Joseph | 523 | $45.0K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 492 | $43.2K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 484 | $42.5K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 436 | $38.3K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 425 | $37.3K | 0.00% | +247+138.8% | Added |
| FNY Investment Advisers, LLC | 417 | $36.0K | 0.04% | +417 | New |
| Mark Sheptoff Financial Planning, LLC | 400 | $35.1K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 395 | $34.7K | 0.01% | +16+4.2% | Added |
| Abound Wealth Management | 392 | $34.4K | 0.02% | +147+60.0% | Added |
| Focused Wealth Management, Inc | 389 | $34.2K | 0.01% | +350+897.4% | Added |
| Baldrige Asset Management LLC | 391 | $34.0K | 0.01% | +3+0.8% | Added |
| Y.D. More Investments Ltd | 380 | $33.3K | 0.01% | +193+103.2% | Added |
| Compagnie Lombard Odier SCmA | 375 | $32.9K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 333 | $29.2K | 0.02% | +225+208.3% | Added |
| Cowen Prime Advisors LLC | 318 | $29.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 324 | $28.5K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 320 | $28.1K | 0.02% | +6+1.9% | Added |
| Lee Financial Co | 317 | $27.8K | 0.00% | +86+37.2% | Added |
| Chesapeake Asset Management LLC | 314 | $27.6K | 0.03% | +314 | New |
| Column Capital Advisors, LLC | 311 | $27.3K | 0.00% | −39−11.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 311 | $27.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 309 | $27.0K | 0.02% | +59+23.6% | Added |
| Bourgeon Capital Management LLC | 300 | $26.3K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 300 | $26.3K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $26.3K | 0.02% | 00.0% | Unchanged |
| Knott David M Jr | 293 | $26.0K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 300 | $26.0K | 0.02% | +300 | New |
| Arlington Partners LLC | 291 | $25.6K | 0.00% | +274+1,611.8% | Added |
| Atwood & Palmer Inc | 290 | $25.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 269 | $23.6K | 0.01% | +183+212.8% | Added |
| Solstein Capital, LLC | 256 | $22.5K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 225 | $19.8K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 221 | $19.4K | 0.01% | −196−47.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 220 | $19.3K | 0.01% | +220 | New |
| Avion Wealth | 220 | $18.0K | 0.00% | +17+8.4% | Added |
| Highline Wealth Partners LLC | 204 | $17.9K | 0.01% | +187+1,100.0% | Added |
| Plante Moran Financial Advisors, LLC | 200 | $17.6K | 0.00% | −683−77.3% | Reduced |
| Barrett & Company, Inc. | 200 | $17.6K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 200 | $17.6K | 0.00% | 00.0% | Unchanged |