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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 17,987 | $1.58M | 0.06% | −1,587−8.1% | Reduced |
| Intrust Bank NA | 17,977 | $1.58M | 0.20% | +324+1.8% | Added |
| Leonteq Securities AG | 17,904 | $1.57M | 0.15% | −17,409−49.3% | Reduced |
| Lake Street Advisors Group, LLC | 17,861 | $1.57M | 0.10% | +5,557+45.2% | Added |
| NVWM, LLC | 17,835 | $1.57M | 0.52% | −64−0.4% | Reduced |
| Chemung Canal Trust Co | 17,720 | $1.56M | 0.36% | +334+1.9% | Added |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $1.55M | 1.42% | 00.0% | Unchanged |
| CTC LLC | 17,880 | $1.54M | 0.05% | −366,180−95.3% | Reduced |
| Gsa Capital Partners LLP | 17,488 | $1.53M | 0.15% | +17,488 | New |
| Systematic Alpha Investments, LLC | 17,326 | $1.52M | 0.08% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 17,255 | $1.51M | 0.55% | +17,255 | New |
| Prospera Financial Services Inc | 17,197 | $1.51M | 0.06% | −68,269−79.9% | Reduced |
| LGT Fund Management Co Ltd. | 17,140 | $1.50M | 0.64% | +17,140 | New |
| Trust Investment Advisors | 17,139 | $1.50M | 1.35% | −126−0.7% | Reduced |
| Gotham Asset Management, LLC | 17,134 | $1.50M | 0.04% | +4,891+39.9% | Added |
| Institute for Wealth Management, LLC. | 17,073 | $1.50M | 0.29% | −70−0.4% | Reduced |
| Strategic Advisors LLC | 16,897 | $1.48M | 0.30% | +60.0% | Added |
| Oak Asset Management, LLC | 16,828 | $1.48M | 0.64% | −100−0.6% | Reduced |
| Red Cedar Investment Management, LLC | 16,739 | $1.47M | 0.23% | +5,503+49.0% | Added |
| Horizon Investments, LLC | 16,784 | $1.46M | 0.04% | −4,974−22.9% | Reduced |
| Congress Wealth Management LLC | 16,544 | $1.45M | 0.04% | +137+0.8% | Added |
| Bryn Mawr Trust Co | 16,500 | $1.45M | 0.06% | −102−0.6% | Reduced |
| Covenant Asset Management, LLC | 16,328 | $1.43M | 0.47% | +727+4.7% | Added |
| Checchi Capital Advisers, LLC | 16,321 | $1.43M | 0.14% | −746−4.4% | Reduced |
| Am Investment Strategies LLC | 16,304 | $1.43M | 0.49% | +107+0.7% | Added |
| Quadrant Capital Group LLC | 16,250 | $1.43M | 0.15% | −178−1.1% | Reduced |
| Chesapeake Wealth Management | 16,245 | $1.43M | 0.59% | +610+3.9% | Added |
| Insight Inv LLC | 16,212 | $1.42M | 1.53% | −2,180−11.9% | Reduced |
| Argus Investors' Counsel, Inc. | 16,200 | $1.42M | 1.08% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 16,175 | $1.42M | 0.32% | −5,500−25.4% | Reduced |
| White Pine Capital LLC | 16,165 | $1.42M | 0.55% | −65−0.4% | Reduced |
| CBOE Vest Financial, LLC | 16,033 | $1.41M | 0.19% | +11,665+267.1% | Added |
| Allen Investment Management LLC | 16,005 | $1.41M | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15,970 | $1.40M | 1.14% | +113+0.7% | Added |
| Sowell Financial Services LLC | 15,923 | $1.40M | 0.11% | −5,457−25.5% | Reduced |
| Brookfield Asset Management Inc. | 15,918 | $1.40M | 0.01% | +15,918 | New |
| King Luther Capital Management Corp | 15,905 | $1.40M | 0.01% | +116+0.7% | Added |
| Bedell Frazier Investment Counseling, LLC | 15,854 | $1.39M | 0.41% | +10.0% | Added |
| Fund Management at Engine No. 1 LLC | 15,847 | $1.39M | 0.28% | +1,334+9.2% | Added |
| Centaurus Financial, Inc. | 15,674 | $1.38M | 0.11% | −315−2.0% | Reduced |
| Neville Rodie & Shaw Inc | 15,655 | $1.38M | 0.12% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 15,600 | $1.37M | 0.38% | 00.0% | Unchanged |
| Avalon Trust Co | 15,600 | $1.37M | 0.14% | +15,600 | New |
| SeaCrest Wealth Management, LLC | 15,558 | $1.37M | 0.19% | +319+2.1% | Added |
| Valeo Financial Advisors, LLC | 15,537 | $1.36M | 0.07% | +2,302+17.4% | Added |
| GPS Wealth Strategies Group, LLC | 15,527 | $1.36M | 0.28% | +309+2.0% | Added |
| Profund Advisors LLC | 15,503 | $1.36M | 0.08% | −681−4.2% | Reduced |
| Long Run Wealth Advisors, LLC | 15,468 | $1.36M | 0.46% | +168+1.1% | Added |
| Bradley Foster & Sargent Inc | 15,391 | $1.35M | 0.03% | 00.0% | Unchanged |
| Trust Asset Management LLC | 15,376 | $1.35M | 0.15% | −406−2.6% | Reduced |
| 1st Source Bank | 15,300 | $1.34M | 0.09% | −289−1.9% | Reduced |
| Cigna Investments Inc | 15,249 | $1.34M | 0.27% | −309−2.0% | Reduced |
| Schear Investment Advisers, LLC | 15,159 | $1.33M | 1.59% | +111+0.7% | Added |
| Somerset Trust Co | 15,142 | $1.33M | 0.58% | −235−1.5% | Reduced |
| Atlas Private Wealth Management | 15,125 | $1.33M | 0.80% | +523+3.6% | Added |
| Green Harvest Asset Management LLC | 15,055 | $1.32M | 0.05% | −31−0.2% | Reduced |
| Mystic Asset Management, Inc. | 15,036 | $1.32M | 0.73% | −474−3.1% | Reduced |
| Decatur Capital Management, Inc. | 14,927 | $1.31M | 0.99% | −2,815−15.9% | Reduced |
| Diligent Investors, LLC | 14,800 | $1.30M | 0.40% | −78−0.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.29M | 0.65% | 00.0% | Unchanged |
| River Street Advisors LLC | 14,626 | $1.28M | 1.26% | +286+2.0% | Added |
| Financial Counselors Inc | 14,571 | $1.28M | 0.03% | −840−5.5% | Reduced |
| SevenBridge Financial Group, LLC | 14,565 | $1.28M | 0.35% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 14,559 | $1.28M | 0.31% | +7,900+118.6% | Added |
| Altman Advisors, Inc. | 16,535 | $1.28M | 1.17% | +510+3.2% | Added |
| Duff & Phelps Investment Management Co | 14,501 | $1.27M | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 14,498 | $1.27M | 0.07% | +1,477+11.3% | Added |
| Ironwood Investment Counsel, LLC | 14,430 | $1.27M | 0.30% | +97+0.7% | Added |
| Dakota Wealth Management | 14,393 | $1.26M | 0.08% | −1,059−6.9% | Reduced |
| Spire Wealth Management | 14,377 | $1.26M | 0.05% | +5,058+54.3% | Added |
| InterOcean Capital Group, LLC | 14,215 | $1.25M | 0.04% | −7,490−34.5% | Reduced |
| Essex Investment Management Co LLC | 14,210 | $1.25M | 0.18% | −2,010−12.4% | Reduced |
| Meridian Wealth Management, LLC | 14,207 | $1.25M | 0.11% | −1,909−11.8% | Reduced |
| Engineers Gate Manager LP | 14,018 | $1.23M | 0.05% | +14,018 | New |
| Quantamental Technologies LLC | 13,988 | $1.23M | 0.66% | +13,988 | New |
| New England Research & Management, Inc. | 13,992 | $1.23M | 0.72% | −250−1.8% | Reduced |
| S&CO Inc | 13,915 | $1.22M | 0.10% | 00.0% | Unchanged |
| South State Corp. | 13,813 | $1.21M | 0.11% | −1,031−6.9% | Reduced |
| Wedbush Securities Inc | 13,648 | $1.20M | 0.06% | −790−5.5% | Reduced |
| Summit Financial, LLC | 13,627 | $1.20M | 0.10% | +452+3.4% | Added |
| Zullo Investment Group, Inc. | 13,617 | $1.20M | 0.74% | −777−5.4% | Reduced |
| Whittier Trust Co | 13,593 | $1.19M | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 13,532 | $1.19M | 0.05% | +2,894+27.2% | Added |
| Systematic Financial Management LP | 13,500 | $1.19M | 0.04% | 00.0% | Unchanged |
| Excalibur Management Corp | 13,378 | $1.17M | 0.61% | −38−0.3% | Reduced |
| Interchange Capital Partners, LLC | 13,316 | $1.17M | 0.64% | +10,773+423.6% | Added |
| Nilsine Partners, LLC | 13,309 | $1.17M | 0.18% | +13,309 | New |
| Washburn Capital Management, Inc. | 13,291 | $1.17M | 1.01% | −1,810−12.0% | Reduced |
| Balentine LLC | 13,274 | $1.17M | 0.04% | +13,274 | New |
| Investors Research Corp | 13,266 | $1.16M | 0.30% | −400−2.9% | Reduced |
| Howland Capital Management LLC | 13,128 | $1.15M | 0.07% | −399−2.9% | Reduced |
| Axq Capital, LP | 13,000 | $1.14M | 0.45% | +13,000 | New |
| Financial Advisory Service, Inc. | 12,840 | $1.13M | 0.12% | +912+7.6% | Added |
| Bank Pictet & Cie (Asia) Ltd | 12,825 | $1.13M | 0.38% | −2,785−17.8% | Reduced |
| TLWM | 12,758 | $1.12M | 0.36% | −96−0.7% | Reduced |
| Donald L. Hagan, LLC | 12,748 | $1.12M | 0.62% | +499+4.1% | Added |
| Royal Fund Management, LLC | 12,747 | $1.12M | 0.17% | +5,104+66.8% | Added |
| Pekin Hardy Strauss, Inc. | 12,735 | $1.12M | 0.17% | +793+6.6% | Added |
| Wealthspire Advisors, LLC | 12,725 | $1.12M | 0.02% | −1,251−9.0% | Reduced |
| Cetera Advisors LLC | 13,449 | $1.11M | 0.02% | −442−3.2% | Reduced |