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 |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 200 | $17.6K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 198 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 190 | $16.7K | 0.01% | +190 | New |
| Red Tortoise LLC | 187 | $16.4K | 0.01% | +132+240.0% | Added |
| Cary Street Partners Asset Management LLC | 171 | $15.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 161 | $14.1K | 0.00% | +161 | New |
| First PREMIER Bank | 156 | $14.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 152 | $13.3K | 0.01% | −19−11.1% | Reduced |
| Tortoise Investment Management, LLC | 148 | $13.0K | 0.00% | −11−6.9% | Reduced |
| Core Wealth Advisors, Inc. | 143 | $12.6K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 140 | $12.3K | 0.00% | +140 | New |
| Front Row Advisors LLC | 141 | $12.0K | 0.01% | +60+74.1% | Added |
| Kelly Financial Services LLC | 132 | $11.6K | 0.01% | −30−18.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 127 | $11.2K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 127 | $11.0K | 0.00% | +55+76.4% | Added |
| Stephens Consulting, LLC | 125 | $11.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 120 | $10.5K | 0.01% | +20+20.0% | Added |
| Miller Wealth Advisors, LLC | 212 | $10.0K | 0.15% | −238−52.9% | Reduced |
| Nordwand Advisors, LLC | 113 | $9.92K | 0.00% | +113 | New |
| General Partner, Inc. | 117 | $9.85K | 0.01% | +117 | New |
| Raffa Wealth Management, LLC | 111 | $9.75K | 0.00% | −45−28.8% | Reduced |
| Aspire Private Capital, LLC | 110 | $9.70K | 0.00% | −7,054−98.5% | Reduced |
| Colonial Trust Advisors | 110 | $9.66K | 0.00% | +64+139.1% | Added |
| JNBA Financial Advisors | 108 | $9.48K | 0.00% | +68+170.0% | Added |
| Laurel Wealth Advisors LLC | 104 | $9.13K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 101 | $8.87K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $8.78K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 100 | $8.78K | 0.00% | +50+100.0% | Added |
| Morton Brown Family Wealth, LLC | 98 | $8.60K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 88 | $7.73K | 0.00% | +44+100.0% | Added |
| Legend Financial Advisors, Inc. | 87 | $7.64K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 87 | $7.64K | 0.00% | +24+38.1% | Added |
| Coastal Capital Group, Inc. | 84 | $7.38K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 83 | $7.29K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 82 | $7.20K | 0.00% | +7+9.3% | Added |
| Arcadia Investment Management Corp | 70 | $6.15K | 0.00% | −111−61.3% | Reduced |
| Live Oak Investment Partners | – | $6.15K | 0.01% | – | – |
| Worth Asset Management, LLC | 70 | $6.15K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 70 | $6.15K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 70 | $6.15K | 0.00% | +70 | New |
| AllSquare Wealth Management LLC | 68 | $5.97K | 0.00% | −603−89.9% | Reduced |
| Webster Bank, N. A. | 66 | $5.79K | 0.00% | +13+24.5% | Added |
| Retirement Group, LLC | 58 | $5.00K | 0.00% | +58 | New |
| Your Advocates Ltd., LLP | 56 | $4.92K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 51 | $4.45K | 0.00% | +51 | New |
| Toth Financial Advisory Corp | 48 | $4.21K | 0.00% | +48 | New |
| Hantz Financial Services, Inc. | 40 | $4.00K | 0.00% | +40 | New |
| Costello Asset Management, INC | 45 | $3.95K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 43 | $3.87K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 88 | $3.27K | 0.14% | +3+3.5% | Added |
| JJJ Advisors Inc. | 37 | $3.22K | 0.00% | +3+8.8% | Added |
| Magnolia Capital Management Ltd | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 31 | $3.00K | 0.00% | +31 | New |
| Country Trust Bank | 30 | $2.63K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 29 | $2.55K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 26 | $2.28K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 23 | $2.02K | 0.00% | −1,147−98.0% | Reduced |
| ClariVest Asset Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 26 | $2.00K | 0.00% | +24+1,200.0% | Added |
| GW&K Investment Management, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Versant Capital Management, Inc | 21 | $1.84K | 0.00% | +21 | New |
| GoalVest Advisory LLC | 12 | $1.05K | 0.00% | −388−97.0% | Reduced |
| Grey Fox Wealth Advisors, LLC | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 12 | $1.05K | 0.00% | +11+1,100.0% | Added |
| 25 LLC | 12 | $1.01K | 0.00% | +12 | New |
| Beacon Capital Management, LLC | 8 | $702 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $439 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $264 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3 | $263 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 0 | $29 | 0.00% | 0 | Unchanged |
| Centerpoint Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| Summit Wealth Group, LLC | 19,579 | $0 | 0.00% | +19,579 | New |
| Quilter Plc | 7,090 | – | – | −150−2.1% | Reduced |
| Sound Shore Management Inc | 0 | $0 | 0.00% | −619,501−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −318,886−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −266,252−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −237,192−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −225,527−100.0% | Sold out |
| Teewinot Capital Advisers, L.L.C. | 0 | $0 | 0.00% | −185,903−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −174,658−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −140,182−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −116,159−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −83,632−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −75,998−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −67,200−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −65,713−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −62,501−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −57,993−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −54,730−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −42,235−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −40,098−100.0% | Sold out |
| Otter Creek Advisors, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| TBH Global Asset Management, LLC | 0 | $0 | 0.00% | −34,103−100.0% | Sold out |
| Rpo LLC | 0 | $0 | 0.00% | −32,900−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −29,242−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −25,765−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −23,540−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −21,082−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −18,141−100.0% | Sold out |