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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 42,813 | $3.76M | 0.49% | +190.0% | Added |
| Parallel Advisors, LLC | 42,418 | $3.72M | 0.13% | −493−1.1% | Reduced |
| Tradewinds, LLC. | 42,396 | $3.72M | 2.26% | +42,396 | New |
| Steward Partners Investment Advisory, LLC | 41,843 | $3.67M | 0.06% | −1,909−4.4% | Reduced |
| Huntington National Bank | 41,618 | $3.65M | 0.04% | −613−1.5% | Reduced |
| Stock Yards Bank & Trust Co | 41,585 | $3.65M | 0.14% | +3,508+9.2% | Added |
| PGGM Investments | 41,479 | $3.64M | 0.06% | +19,740+90.8% | Added |
| Adell Harriman & Carpenter Inc | 41,429 | $3.64M | 0.39% | −1,012−2.4% | Reduced |
| Cypress Financial Planning LLC | 41,638 | $3.63M | 2.21% | −22−0.1% | Reduced |
| Roanoke Asset Management Corp | 41,313 | $3.63M | 1.55% | −200.0% | Reduced |
| KCS Wealth Advisory | 41,147 | $3.61M | 1.37% | −1,969−4.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 41,070 | $3.61M | 0.09% | −248−0.6% | Reduced |
| Lincoln National Corp | 41,183 | $3.59M | 0.08% | +631+1.6% | Added |
| Veritable, L.P. | 40,825 | $3.58M | 0.06% | −74−0.2% | Reduced |
| Linscomb & Williams, Inc. | 40,801 | $3.58M | 0.19% | +2,694+7.1% | Added |
| Loomis Sayles & Co L P | 40,591 | $3.56M | 0.01% | +462+1.2% | Added |
| Tocqueville Asset Management L.P. | 40,519 | $3.56M | 0.07% | −970−2.3% | Reduced |
| Dana Investment Advisors, Inc. | 39,628 | $3.48M | 0.18% | −206,806−83.9% | Reduced |
| Asio Capital, LLC | 39,526 | $3.47M | 0.90% | +1,483+3.9% | Added |
| L2 Asset Management, LLC | 39,402 | $3.46M | 2.07% | +12,960+49.0% | Added |
| Williams Jones Wealth Management, LLC. | 39,395 | $3.46M | 0.05% | +1,307+3.4% | Added |
| Vinva Investment Management Ltd | 40,040 | $3.45M | 0.29% | +40,040 | New |
| CX Institutional | 39,385 | $3.43M | 0.18% | −7,990−16.9% | Reduced |
| Greenleaf Trust | 39,056 | $3.43M | 0.04% | +644+1.7% | Added |
| National Asset Management, Inc. | 38,705 | $3.42M | 0.09% | −2,757−6.6% | Reduced |
| HB Wealth Management, LLC | 38,780 | $3.40M | 0.06% | +3,431+9.7% | Added |
| Empirical Finance, LLC | 38,568 | $3.39M | 0.32% | +1,313+3.5% | Added |
| Carroll Investors, Inc | 38,671 | $3.39M | 2.76% | +11,359+41.6% | Added |
| Wright Investors Service Inc | 38,467 | $3.38M | 0.96% | −8,688−18.4% | Reduced |
| Atria Wealth Solutions, Inc. | 38,451 | $3.38M | 0.05% | −4,718−10.9% | Reduced |
| Moody National Bank Trust Division | 38,067 | $3.34M | 0.29% | −46−0.1% | Reduced |
| United Fire Group Inc | 38,000 | $3.34M | 2.09% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 38,000 | $3.34M | 0.05% | +37,900+37,900.0% | Added |
| Clough Capital Partners L P | 37,500 | $3.29M | 0.35% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 37,498 | $3.29M | 0.19% | +702+1.9% | Added |
| Shell Asset Management Co | 37,463 | $3.29M | 0.14% | −100−0.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 37,400 | $3.28M | 0.04% | −8,000−17.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 37,200 | $3.27M | 0.98% | +548+1.5% | Added |
| First Citizens Bank & Trust Co | 36,999 | $3.25M | 0.06% | −30,363−45.1% | Reduced |
| Sculati Wealth Management, LLC | 36,992 | $3.25M | 1.72% | −375−1.0% | Reduced |
| Evexia Wealth LLC | 38,662 | $3.24M | 1.74% | +38,662 | New |
| Lincluden Management Ltd | 36,565 | $3.21M | 0.37% | −1,344−3.5% | Reduced |
| Investment Management Corp of Ontario | 36,479 | $3.20M | 0.13% | −162−0.4% | Reduced |
| Raymond James Trust N.A. | 36,457 | $3.20M | 0.10% | +3,198+9.6% | Added |
| Patten & Patten Inc | 36,354 | $3.19M | 0.28% | −520−1.4% | Reduced |
| Siemens Fonds Invest GmbH | 36,070 | $3.17M | 0.33% | −255−0.7% | Reduced |
| Alley Investment Management Company, LLC | 36,039 | $3.16M | 0.53% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 35,725 | $3.15M | 0.25% | +928+2.7% | Added |
| Aspen Grove Capital, LLC | 35,925 | $3.15M | 1.38% | +40.0% | Added |
| Everence Capital Management Inc | 35,391 | $3.11M | 0.25% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 35,063 | $3.08M | 0.32% | −3,465−9.0% | Reduced |
| Meritage Portfolio Management | 34,865 | $3.06M | 0.23% | +892+2.6% | Added |
| Independent Advisor Alliance | 34,488 | $3.03M | 0.15% | −5,074−12.8% | Reduced |
| Xcel Wealth Management, LLC | 34,210 | $3.00M | 1.06% | −2,823−7.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 34,193 | $3.00M | 0.03% | −5,294−13.4% | Reduced |
| Comerica Securities,inc. | 34,031 | $2.99M | 0.22% | −10,843−24.2% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 34,008 | $2.99M | 2.59% | +950+2.9% | Added |
| Hancock Whitney Corp | 33,437 | $2.94M | 0.12% | −1,106−3.2% | Reduced |
| KCM Investment Advisors LLC | 33,426 | $2.93M | 0.12% | −1,635−4.7% | Reduced |
| Bayesian Capital Management, LP | 32,900 | $2.89M | 0.36% | +32,900 | New |
| City Holding Co | 32,198 | $2.83M | 0.51% | +580+1.8% | Added |
| United Services Automobile Association | 32,112 | $2.82M | 0.09% | −18,863−37.0% | Reduced |
| Hoey Investments, Inc | 31,961 | $2.81M | 1.11% | +4,109+14.8% | Added |
| Quantinno Capital Management LP | 31,715 | $2.79M | 0.18% | +1,584+5.3% | Added |
| Van Eck Associates Corp | 31,656 | $2.78M | 0.01% | −1,029−3.1% | Reduced |
| TCG Advisory Services, LLC | 31,457 | $2.76M | 0.58% | +31,457 | New |
| Northeast Investment Management | 31,371 | $2.75M | 0.17% | −914−2.8% | Reduced |
| Occidental Asset Management, LLC | 31,294 | $2.75M | 0.69% | +253+0.8% | Added |
| Symmetry Partners, LLC | 31,264 | $2.75M | 0.15% | 00.0% | Unchanged |
| Community Trust & Investment Co | 31,128 | $2.73M | 0.24% | −1,045−3.2% | Reduced |
| Coastline Trust Co | 31,000 | $2.72M | 0.40% | −825−2.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 30,979 | $2.72M | 0.05% | +218+0.7% | Added |
| Geneos Wealth Management Inc. | 30,856 | $2.71M | 0.16% | −4,783−13.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 30,660 | $2.69M | 0.17% | +5,307+20.9% | Added |
| Virtu Financial LLC | 30,464 | $2.67M | 0.28% | +12,025+65.2% | Added |
| Vestcor Inc | 30,429 | $2.67M | 0.10% | −116−0.4% | Reduced |
| Gifford Fong Associates | 30,000 | $2.63M | 0.69% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 29,828 | $2.62M | 0.12% | +13,159+78.9% | Added |
| Palisade Asset Management, LLC | 29,802 | $2.62M | 0.32% | +186+0.6% | Added |
| Morse Asset Management, Inc | 29,293 | $2.57M | 0.87% | +995+3.5% | Added |
| Carret Asset Management, LLC | 29,129 | $2.56M | 0.36% | −224−0.8% | Reduced |
| Richard P Slaughter Associates Inc | 29,120 | $2.56M | 0.84% | +29,120 | New |
| LGT Group Foundation | 29,051 | $2.55M | 0.07% | −12,245−29.7% | Reduced |
| Ritholtz Wealth Management | 28,918 | $2.54M | 0.13% | +666+2.4% | Added |
| LMCG Investments, LLC | 28,909 | $2.54M | 0.17% | −652−2.2% | Reduced |
| KMG Fiduciary Partners, LLC | 28,707 | $2.52M | 0.36% | +4,228+17.3% | Added |
| Foster & Motley Inc | 28,652 | $2.52M | 0.20% | +3,561+14.2% | Added |
| Alberta Investment Management Corp | 28,500 | $2.50M | 0.02% | +28,500 | New |
| Bleakley Financial Group, LLC | 28,237 | $2.48M | 0.08% | +7,063+33.4% | Added |
| Axxcess Wealth Management, LLC | 28,124 | $2.47M | 0.19% | −28−0.1% | Reduced |
| Lipe & Dalton | 28,084 | $2.47M | 1.41% | −1,898−6.3% | Reduced |
| K.J. Harrison & Partners Inc | 29,730 | $2.46M | 0.50% | −13,005−30.4% | Reduced |
| Vident Investment Advisory, LLC | 27,874 | $2.45M | 0.08% | +2,619+10.4% | Added |
| Union Heritage Capital, LLC | 27,747 | $2.44M | 1.48% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 27,693 | $2.43M | 0.05% | −40.0% | Reduced |
| Altrafin AG | 27,516 | $2.42M | 1.19% | +2,652+10.7% | Added |
| Gries Financial LLC | 27,461 | $2.41M | 0.71% | −2,928−9.6% | Reduced |
| Culbertson A N & Co Inc | 27,005 | $2.37M | 0.48% | +820+3.1% | Added |
| Signaturefd, LLC | 26,998 | $2.37M | 0.06% | −518−1.9% | Reduced |
| Dimension Capital Management LLC | 26,940 | $2.37M | 0.54% | 00.0% | Unchanged |