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 |
|---|---|---|---|---|---|
| Mark Stevens | 26,688 | $2.34M | 0.30% | −3,086−10.4% | Reduced |
| PFS Investments Inc. | 27,806 | $2.34M | 0.04% | −54,862−66.4% | Reduced |
| Hunter Associates Investment Management LLC | 26,578 | $2.34M | 0.50% | −4,093−13.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 26,465 | $2.32M | 0.03% | −1,725−6.1% | Reduced |
| Next Level Private LLC | 26,248 | $2.30M | 1.81% | 00.0% | Unchanged |
| Caldwell Trust Co | 25,953 | $2.28M | 0.32% | −200−0.8% | Reduced |
| Centiva Capital, LP | 25,766 | $2.26M | 0.13% | −2,379−8.5% | Reduced |
| Venture Visionary Partners LLC | 25,696 | $2.26M | 0.14% | −1,380−5.1% | Reduced |
| Meeder Advisory Services, Inc. | 25,432 | $2.23M | 0.26% | +634+2.6% | Added |
| Advisory Services Network, LLC | 25,353 | $2.23M | 0.06% | +853+3.5% | Added |
| Heron Financial Group, LLC | 25,347 | $2.23M | 1.23% | −1,329−5.0% | Reduced |
| Tower Research Capital LLC (TRC) | 25,284 | $2.22M | 0.07% | −3,056−10.8% | Reduced |
| We Are One Seven, LLC | 25,103 | $2.20M | 0.14% | +2,637+11.7% | Added |
| Texas Yale Capital Corp. | 24,760 | $2.17M | 0.11% | −148−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 24,748 | $2.17M | 0.05% | +5,087+25.9% | Added |
| Greenwich Wealth Management LLC | 24,663 | $2.17M | 0.24% | −103−0.4% | Reduced |
| Great Diamond Partners, LLC | 24,630 | $2.16M | 0.63% | −2,147−8.0% | Reduced |
| HCR Wealth Advisors | 24,234 | $2.13M | 0.42% | −14−0.1% | Reduced |
| Freedom Day Solutions, LLC | 24,316 | $2.13M | 1.00% | −1,181−4.6% | Reduced |
| Savant Capital, LLC | 24,035 | $2.11M | 0.04% | +2,208+10.1% | Added |
| Koshinski Asset Management, Inc. | 23,880 | $2.10M | 0.20% | +44+0.2% | Added |
| Tokio Marine Asset Management Co Ltd | 23,775 | $2.09M | 0.15% | +2,605+12.3% | Added |
| Griffin Asset Management, Inc. | 23,565 | $2.07M | 0.29% | −528−2.2% | Reduced |
| Stolper Co | 23,565 | $2.07M | 0.89% | +398+1.7% | Added |
| Arcus Capital Partners, LLC | 23,538 | $2.07M | 0.71% | 00.0% | Unchanged |
| Veriti Management LLC | 23,484 | $2.06M | 0.24% | +2,955+14.4% | Added |
| Convergence Investment Partners, LLC | 23,350 | $2.05M | 1.21% | +335+1.5% | Added |
| TCTC Holdings, LLC | 23,187 | $2.04M | 0.08% | +97+0.4% | Added |
| Prudent Man Advisors, LLC | 23,180 | $2.04M | 0.80% | −353−1.5% | Reduced |
| Empowered Funds, LLC | 23,150 | $2.03M | 0.12% | +4,807+26.2% | Added |
| Capital Group Investment Management Pte. Ltd. | 23,132 | $2.03M | 0.11% | −3,819−14.2% | Reduced |
| United Asset Strategies, Inc. | 23,078 | $2.03M | 0.27% | +655+2.9% | Added |
| Toroso Investments, LLC | 22,733 | $2.00M | 0.07% | +1,488+7.0% | Added |
| Regions Financial Corp | 22,661 | $1.99M | 0.02% | −1,204−5.0% | Reduced |
| Clarius Group, LLC | 22,628 | $1.99M | 0.17% | −31−0.1% | Reduced |
| Lakeview Capital Partners, LLC | 24,017 | $1.98M | 0.62% | +1,271+5.6% | Added |
| Salem Investment Counselors Inc | 22,574 | $1.98M | 0.08% | +10,432+85.9% | Added |
| Ascent Wealth Partners, LLC | 22,363 | $1.96M | 0.39% | +450+2.1% | Added |
| Apollon Wealth Management, LLC | 22,298 | $1.96M | 0.12% | +287+1.3% | Added |
| Equitable Trust Co | 22,257 | $1.95M | 0.15% | −1,139−4.9% | Reduced |
| Walleye Capital LLC | 22,257 | $1.95M | 0.04% | +22,257 | New |
| Integrated Wealth Concepts LLC | 22,209 | $1.95M | 0.04% | +461+2.1% | Added |
| Goodwin Daniel L | 22,000 | $1.93M | 0.98% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 22,000 | $1.93M | 0.18% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 21,970 | $1.93M | 0.16% | −164−0.7% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $1.91M | 0.09% | 00.0% | Unchanged |
| Community Bank, N.A. | 21,797 | $1.91M | 0.26% | +1,227+6.0% | Added |
| Arrow Financial Corp | 21,755 | $1.91M | 0.25% | −138−0.6% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 21,750 | $1.91M | 0.12% | +21,750 | New |
| Scholtz & Company, LLC | 21,737 | $1.91M | 1.36% | +21,737 | New |
| Boston Private Wealth LLC | 21,736 | $1.91M | 0.03% | −407−1.8% | Reduced |
| Park Avenue Securities LLC | 21,615 | $1.90M | 0.03% | +166+0.8% | Added |
| Edgestream Partners, L.P. | 21,468 | $1.88M | 0.21% | +12,329+134.9% | Added |
| Belpointe Asset Management LLC | 21,462 | $1.88M | 0.10% | +7,794+57.0% | Added |
| Westwood Holdings Group Inc. | 21,402 | $1.88M | 0.02% | −49−0.2% | Reduced |
| Eisler Capital (US) LLC | 21,341 | $1.87M | 0.95% | +21,341 | New |
| Perigon Wealth Management, LLC | 21,219 | $1.86M | 0.11% | −65−0.3% | Reduced |
| Capital Investment Advisors, LLC | 21,198 | $1.86M | 0.05% | −312−1.5% | Reduced |
| Opus Investment Management Inc | 21,000 | $1.84M | 0.67% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 20,999 | $1.84M | 0.42% | −824−3.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 20,952 | $1.84M | 0.16% | +246+1.2% | Added |
| Paralel Advisors LLC | 20,770 | $1.82M | 0.10% | +546+2.7% | Added |
| Alaethes Wealth LLC | 20,742 | $1.82M | 1.07% | +944+4.8% | Added |
| Bank of New Hampshire | 20,672 | $1.82M | 0.54% | −1,014−4.7% | Reduced |
| Brown Brothers Harriman & Co | 20,534 | $1.80M | 0.02% | +1,190+6.2% | Added |
| Hudson Canyon Capital Management | 20,350 | $1.79M | 1.50% | −1,377−6.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 20,237 | $1.78M | 0.19% | −9,663−32.3% | Reduced |
| Jefferies Financial Group Inc. | 20,178 | $1.77M | 0.04% | −29,747−59.6% | Reduced |
| Pitcairn Co | 20,170 | $1.77M | 0.16% | +1,788+9.7% | Added |
| Harbor Capital Advisors, Inc. | 20,162 | $1.77M | 0.51% | +20,162 | New |
| Ameliora Wealth Management Ltd. | 20,150 | $1.77M | 1.03% | −1,000−4.7% | Reduced |
| Brasada Capital Management, LP | 20,128 | $1.77M | 0.39% | +1,297+6.9% | Added |
| Vise Technologies, Inc. | 20,105 | $1.77M | 0.47% | +3,007+17.6% | Added |
| Crestline Management, LP | 20,000 | $1.76M | 0.21% | +20,000 | New |
| IFG Advisory, LLC | 19,882 | $1.75M | 0.16% | +4,741+31.3% | Added |
| Cunning Capital Partners, LP | 19,870 | $1.75M | 1.19% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 19,856 | $1.74M | 0.29% | −2,487−11.1% | Reduced |
| Alpha DNA Investment Management LLC | 19,734 | $1.73M | 0.89% | +9,440+91.7% | Added |
| Baldwin Investment Management, LLC | 19,722 | $1.73M | 0.31% | −13−0.1% | Reduced |
| CAPROCK Group, Inc. | 19,681 | $1.73M | 0.13% | +660+3.5% | Added |
| Merit Financial Group, LLC | 19,417 | $1.70M | 0.06% | +2,439+14.4% | Added |
| Equitable Holdings, Inc. | 19,350 | $1.70M | 0.03% | +2,108+12.2% | Added |
| Community Bank of Raymore | 19,290 | $1.69M | 0.65% | +12,750+195.0% | Added |
| Modera Wealth Management, LLC | 19,189 | $1.68M | 0.07% | +136+0.7% | Added |
| Harvest Investment Advisors, LLC | 19,069 | $1.67M | 1.49% | +40+0.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 19,063 | $1.67M | 0.09% | −560−2.9% | Reduced |
| DoubleLine ETF Adviser LP | 19,041 | $1.67M | 0.71% | +438+2.4% | Added |
| Kovitz Investment Group Partners, LLC | 18,982 | $1.67M | 0.03% | −1,493−7.3% | Reduced |
| Leavell Investment Management, Inc. | 18,937 | $1.66M | 0.12% | +160+0.9% | Added |
| Courier Capital LLC | 18,922 | $1.66M | 0.18% | −2,475−11.6% | Reduced |
| United Capital Financial Advisers, LLC | 18,888 | $1.66M | 0.01% | −103−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 18,872 | $1.66M | 0.07% | +2,296+13.9% | Added |
| Forum Financial Management, LP | 18,747 | $1.65M | 0.05% | −206−1.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 18,584 | $1.63M | 0.03% | +1,572+9.2% | Added |
| Stratos Wealth Partners, LTD. | 18,518 | $1.63M | 0.04% | −1,442−7.2% | Reduced |
| Acropolis Investment Management, LLC | 18,511 | $1.63M | 0.13% | +318+1.7% | Added |
| Deltec Asset Management LLC | 18,500 | $1.62M | 0.40% | −500−2.6% | Reduced |
| Ashburton (Jersey) Ltd | 18,471 | $1.62M | 0.77% | +6,063+48.9% | Added |
| Abbot Financial Management, Inc. | 18,145 | $1.59M | 1.07% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 18,046 | $1.58M | 0.20% | +1,631+9.9% | Added |