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 |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 75,044 | $6.59M | 0.40% | +37,723+101.1% | Added |
| Connectus Wealth, LLC | 74,651 | $6.56M | 0.16% | +10,707+16.7% | Added |
| Two Sigma Securities, LLC | 74,719 | $6.56M | 0.54% | +54,231+264.7% | Added |
| Copeland Capital Management, LLC | 74,656 | $6.55M | 0.15% | −2,768−3.6% | Reduced |
| Connors Investor Services Inc | 73,981 | $6.50M | 0.76% | +600+0.8% | Added |
| Westbourne Investment Advisors, Inc. | 73,502 | $6.45M | 3.12% | −2,821−3.7% | Reduced |
| Ballentine Partners, LLC | 73,407 | $6.45M | 0.16% | +49,139+202.5% | Added |
| Avitas Wealth Management LLC | 72,995 | $6.41M | 1.25% | −456−0.6% | Reduced |
| Banque Pictet & Cie SA | 72,941 | $6.40M | 0.06% | −2,371−3.1% | Reduced |
| Montag A & Associates Inc | 72,889 | $6.40M | 0.42% | −1,125−1.5% | Reduced |
| Oliver Luxxe Assets LLC | 72,493 | $6.36M | 1.68% | −519−0.7% | Reduced |
| Cetera Advisor Networks LLC | 76,268 | $6.33M | 0.05% | +169+0.2% | Added |
| Stonegate Investment Group, LLC | 71,776 | $6.30M | 0.24% | −591−0.8% | Reduced |
| YHB Investment Advisors, Inc. | 71,611 | $6.29M | 0.63% | −3,612−4.8% | Reduced |
| Advocate Group LLC | 71,524 | $6.28M | 1.37% | −3,728−5.0% | Reduced |
| Coronation Fund Managers Ltd. | 71,513 | $6.28M | 0.17% | −16,426−18.7% | Reduced |
| Baugh & Associates, LLC | 70,096 | $6.27M | 4.00% | −1,555−2.2% | Reduced |
| Cyrus J. Lawrence, LLC | 70,856 | $6.22M | 1.81% | −316−0.4% | Reduced |
| Principal Street Partners, LLC | 70,590 | $6.20M | 1.57% | +465+0.7% | Added |
| Lyell Wealth Management, LP | 70,123 | $6.16M | 0.86% | +4,639+7.1% | Added |
| Amica Mutual Insurance Co | 70,056 | $6.15M | 0.69% | −21,793−23.7% | Reduced |
| Northern Oak Wealth Management Inc | 68,919 | $6.05M | 0.72% | −2,549−3.6% | Reduced |
| Lazard Asset Management LLC | 68,656 | $6.03M | 0.01% | +38,364+126.6% | Added |
| Fiduciary Alliance LLC | 67,746 | $5.95M | 1.49% | +6,544+10.7% | Added |
| German American Bancorp, Inc. | 67,693 | $5.94M | 0.89% | −3,250−4.6% | Reduced |
| Easterly Investment Partners LLC | 65,933 | $5.79M | 0.51% | −41,763−38.8% | Reduced |
| Iowa State Bank | 65,919 | $5.79M | 1.45% | −393−0.6% | Reduced |
| Baxter Bros Inc | 65,878 | $5.78M | 0.91% | −10.0% | Reduced |
| Ameritas Investment Partners, Inc. | 65,360 | $5.74M | 0.23% | −115−0.2% | Reduced |
| Viking Fund Management LLC | 65,000 | $5.71M | 1.10% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 64,838 | $5.69M | 2.66% | +925+1.4% | Added |
| Signet Financial Management, LLC | 63,607 | $5.58M | 0.94% | +288+0.5% | Added |
| Sandy Cove Advisors, LLC | 62,728 | $5.51M | 3.99% | +140.0% | Added |
| Advisor Partners II, LLC | 62,339 | $5.47M | 0.30% | +1,837+3.0% | Added |
| D L Carlson Investment Group Inc | 61,995 | $5.44M | 1.23% | −4,949−7.4% | Reduced |
| Pathstone Family Office, LLC | 61,722 | $5.43M | 0.09% | −2,433−3.8% | Reduced |
| Bernzott Capital Advisors | 61,724 | $5.42M | 1.12% | −14,109−18.6% | Reduced |
| Meyer Handelman Co | 61,106 | $5.37M | 0.22% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 61,010 | $5.36M | 0.27% | −1,900−3.0% | Reduced |
| PEAK6 Investments LLC | 60,832 | $5.34M | 0.34% | −2,161−3.4% | Reduced |
| Coldstream Capital Management Inc | 60,510 | $5.31M | 0.18% | −144−0.2% | Reduced |
| Old Second National Bank of Aurora | 59,394 | $5.21M | 1.52% | −5,116−7.9% | Reduced |
| Kestra Advisory Services, LLC | 59,038 | $5.18M | 0.06% | −30,039−33.7% | Reduced |
| Glenview Trust Co | 58,801 | $5.16M | 0.15% | +1,172+2.0% | Added |
| Metropolitan Life Insurance Co | 58,436 | $5.13M | 0.26% | −17,812−23.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 58,214 | $5.11M | 0.71% | +5,720+10.9% | Added |
| Andra AP-fonden | 57,911 | $5.08M | 0.13% | +5,000+9.4% | Added |
| Cito Capital Group, LLC | 57,905 | $5.08M | 2.53% | −3,443−5.6% | Reduced |
| Industrial Alliance Investment Management Inc. | 57,840 | $5.08M | 0.14% | +20,670+55.6% | Added |
| Aureus Asset Management, LLC | 57,717 | $5.07M | 0.40% | +2,651+4.8% | Added |
| Elk River Wealth Management, LLC | 57,089 | $5.04M | 1.14% | +941+1.7% | Added |
| Avantax Advisory Services, Inc. | 57,159 | $5.02M | 0.06% | +17,607+44.5% | Added |
| Heritage Trust Co | 57,073 | $5.01M | 0.79% | +1,023+1.8% | Added |
| Assenagon Asset Management S.A. | 56,944 | $5.00M | 0.02% | +132+0.2% | Added |
| Donaldson Capital Management, LLC | 56,888 | $4.99M | 0.24% | +3,352+6.3% | Added |
| Albion Financial Group | 55,620 | $4.88M | 0.45% | −296−0.5% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 53,637 | $4.71M | 1.88% | −835−1.5% | Reduced |
| Lido Advisors, LLC | 53,428 | $4.69M | 0.07% | +21,718+68.5% | Added |
| Private Wealth Partners, LLC | 52,790 | $4.63M | 0.46% | +4,145+8.5% | Added |
| Institutional & Family Asset Management, LLC | 52,266 | $4.59M | 0.76% | −4,488−7.9% | Reduced |
| Canandaigua National Bank & Trust Co | 52,164 | $4.58M | 0.77% | +52,164 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 51,808 | $4.55M | 0.12% | +485+0.9% | Added |
| Varma Mutual Pension Insurance Co | 51,774 | $4.55M | 0.06% | 00.0% | Unchanged |
| Consolidated Investment Group LLC | 51,600 | $4.53M | 0.89% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 51,433 | $4.52M | 0.61% | −286−0.6% | Reduced |
| Central Trust Co | 51,418 | $4.52M | 0.13% | −963−1.8% | Reduced |
| Capstone Investment Advisors, LLC | 51,222 | $4.50M | 0.14% | −39,935−43.8% | Reduced |
| Stephens Inc | 50,997 | $4.48M | 0.09% | −2,574−4.8% | Reduced |
| Highland Capital Management, LLC | 50,252 | $4.41M | 0.33% | +2,619+5.5% | Added |
| Trifecta Capital Advisors, LLC | 50,244 | $4.41M | 1.55% | +834+1.7% | Added |
| First National Bank of Omaha | 50,068 | $4.40M | 0.27% | −1,970−3.8% | Reduced |
| First Hawaiian Bank | 49,922 | $4.38M | 0.15% | +76+0.2% | Added |
| Becker Capital Management Inc | 49,732 | $4.37M | 0.17% | −42,042−45.8% | Reduced |
| MainStreet Investment Advisors LLC | 49,449 | $4.34M | 0.48% | +1,001+2.1% | Added |
| RNC Capital Management LLC | 49,421 | $4.34M | 0.24% | −12,334−20.0% | Reduced |
| TownSquare Capital, LLC | 49,064 | $4.31M | 0.09% | +2,658+5.7% | Added |
| Metis Global Partners, LLC | 48,683 | $4.27M | 0.27% | +9,192+23.3% | Added |
| Federated Hermes, Inc. | 48,463 | $4.26M | 0.01% | +15,904+48.8% | Added |
| Cornerstone Wealth Group, LLC | 48,078 | $4.22M | 0.75% | +1,166+2.5% | Added |
| FDx Advisors, Inc. | 49,471 | $4.21M | 0.18% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 47,781 | $4.20M | 0.11% | +34,760+267.0% | Added |
| First Manhattan Co | 46,921 | $4.12M | 0.02% | −593−1.2% | Reduced |
| Providence Capital Advisors, LLC | 46,800 | $4.11M | 1.09% | +46,800 | New |
| Massmutual Trust Co FSB | 46,768 | $4.11M | 0.16% | +852+1.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 46,488 | $4.08M | 0.33% | −1,502−3.1% | Reduced |
| APG Asset Management N.V. | 50,394 | $4.07M | 0.01% | −81,198−61.7% | Reduced |
| Sigma Planning Corp | 46,102 | $4.05M | 0.13% | +633+1.4% | Added |
| Parallax Volatility Advisers, L.P. | 45,628 | $4.01M | 0.14% | +45,628 | New |
| Simon Quick Advisors, LLC | 45,607 | $4.00M | 0.43% | +1,018+2.3% | Added |
| SkyOak Wealth, LLC | 45,479 | $3.99M | 1.22% | −626−1.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 45,413 | $3.98M | 0.42% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 44,352 | $3.89M | 0.28% | −150−0.3% | Reduced |
| Beacon Pointe Advisors, LLC | 44,240 | $3.88M | 0.07% | +3,288+8.0% | Added |
| Vestmark Advisory Solutions, Inc. | 44,212 | $3.88M | 0.17% | −1,058−2.3% | Reduced |
| Vestor Capital, LLC | 44,149 | $3.88M | 0.46% | +44,149 | New |
| Caas Capital Management LP | 43,994 | $3.86M | 1.25% | +21,294+93.8% | Added |
| Foundations Investment Advisors, LLC | 43,987 | $3.86M | 0.14% | +6,525+17.4% | Added |
| Level Four Advisory Services, LLC | 43,577 | $3.83M | 0.25% | +2,092+5.0% | Added |
| Jupiter Wealth Management LLC | 43,500 | $3.82M | 3.52% | −5,362−11.0% | Reduced |
| DuPont Capital Management Corp | 42,917 | $3.77M | 0.18% | +5,649+15.2% | Added |