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 |
|---|---|---|---|---|---|
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.11M | 0.43% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 12,565 | $1.10M | 0.12% | +40.0% | Added |
| AMG National Trust Bank | 12,560 | $1.10M | 0.04% | +1,622+14.8% | Added |
| First National Trust Co | 12,532 | $1.10M | 0.06% | −93−0.7% | Reduced |
| Abbrea Capital, LLC | 12,513 | $1.10M | 0.19% | +315+2.6% | Added |
| Bard Financial Services, Inc. | 12,495 | $1.10M | 0.09% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 12,859 | $1.09M | 0.46% | +9,956+343.0% | Added |
| Harbour Capital Advisors, LLC | 12,425 | $1.09M | 0.33% | +12,425 | New |
| Wintrust Investments LLC | 12,402 | $1.09M | 0.14% | −594−4.6% | Reduced |
| Citizens Financial Group Inc | 12,401 | $1.09M | 0.04% | −673−5.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 12,374 | $1.09M | 0.14% | +357+3.0% | Added |
| Wealthcare Advisory Partners LLC | 12,326 | $1.08M | 0.05% | +359+3.0% | Added |
| Perpetual Ltd | 12,312 | $1.08M | 0.01% | +12,312 | New |
| Gladstone Institutional Advisory LLC | 12,303 | $1.08M | 0.07% | +5,998+95.1% | Added |
| Viewpoint Capital Management LLC | 12,215 | $1.07M | 0.96% | −70−0.6% | Reduced |
| Affinity Investment Advisors, LLC | 12,171 | $1.07M | 0.57% | −482−3.8% | Reduced |
| SYSTM Wealth Solutions LLC | 12,102 | $1.06M | 0.16% | −1,766−12.7% | Reduced |
| Cape Ann Savings Bank | 12,080 | $1.06M | 0.74% | +569+4.9% | Added |
| J.W. Cole Advisors, Inc. | 12,075 | $1.06M | 0.08% | +245+2.1% | Added |
| FourThought Financial Partners, LLC | 12,040 | $1.06M | 0.15% | −731−5.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,026 | $1.06M | 0.10% | −1,243−9.4% | Reduced |
| Waterfront Wealth Inc. | 12,003 | $1.05M | 0.34% | +68+0.6% | Added |
| WCG Wealth Advisors LLC | 11,985 | $1.05M | 0.13% | 00.0% | Unchanged |
| Private Trust Co NA | 11,968 | $1.05M | 0.14% | +2,209+22.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,959 | $1.05M | 0.11% | +300+2.6% | Added |
| Mather Group, LLC. | 11,932 | $1.05M | 0.02% | +436+3.8% | Added |
| Delta Asset Management LLC | 11,927 | $1.05M | 0.11% | −25−0.2% | Reduced |
| Ostrum Asset Management | 11,900 | $1.04M | 0.09% | +11,900 | New |
| Resources Investment Advisors, LLC. | 11,896 | $1.04M | 0.02% | +1,899+19.0% | Added |
| Berkshire Asset Management LLC | 11,876 | $1.04M | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 11,801 | $1.04M | 0.15% | −17−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 11,799 | $1.04M | 0.13% | +764+6.9% | Added |
| Asset Dedication, LLC | 11,783 | $1.03M | 0.10% | +2,015+20.6% | Added |
| Quent Capital, LLC | 11,797 | $1.03M | 0.18% | −263−2.2% | Reduced |
| Verdence Capital Advisors LLC | 11,771 | $1.03M | 0.12% | +995+9.2% | Added |
| PFG Investments, LLC | 11,697 | $1.03M | 0.21% | +11,697 | New |
| Relyea Zuckerberg Hanson LLC | 11,678 | $1.03M | 0.25% | +1,440+14.1% | Added |
| Northeast Financial Consultants Inc | 11,661 | $1.02M | 0.07% | +16+0.1% | Added |
| Kesler, Norman & Wride, LLC | 11,549 | $1.01M | 0.26% | −241−2.0% | Reduced |
| Lansing Street Advisors | 11,496 | $1.01M | 0.63% | +71+0.6% | Added |
| Central Bank & Trust Co | 11,481 | $1.01M | 0.18% | −147−1.3% | Reduced |
| Old National Bancorp | 11,424 | $1.00M | 0.03% | +13+0.1% | Added |
| Ar Asset Management Inc | 11,400 | $1.00M | 0.27% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 12,397 | $1.00M | 0.08% | +2,486+25.1% | Added |
| Berkeley Capital Partners, LLC | 11,362 | $997.6K | 0.37% | −391−3.3% | Reduced |
| Citadel Advisors LLC | 11,339 | $995.6K | 0.00% | −239,863−95.5% | Reduced |
| Mutual Advisors, LLC | 11,330 | $994.8K | 0.04% | +1,419+14.3% | Added |
| Haverford Trust Co | 11,314 | $993.4K | 0.01% | +2,261+25.0% | Added |
| Allworth Financial LP | 11,304 | $992.5K | 0.01% | +180+1.6% | Added |
| Baker Tilly Wealth Management, LLC | 11,289 | $991.2K | 0.11% | +508+4.7% | Added |
| Charles Carroll Financial Partners, LLC | 11,228 | $985.8K | 1.51% | −6,250−35.8% | Reduced |
| Davenport & Co LLC | 11,099 | $974.5K | 0.01% | +2,366+27.1% | Added |
| Pacific Global Investment Management CO | 11,023 | $967.8K | 0.21% | −622−5.3% | Reduced |
| StoneX Group Inc. | 10,998 | $965.6K | 0.11% | +1,682+18.1% | Added |
| Triangle Securities Wealth Management | 10,990 | $964.9K | 0.35% | −520−4.5% | Reduced |
| Moneta Group Investment Advisors LLC | 10,978 | $963.9K | 0.02% | +3,236+41.8% | Added |
| Beese Fulmer Investment Management, Inc. | 10,971 | $963.3K | 0.11% | −1,474−11.8% | Reduced |
| GFG Capital, LLC | 11,319 | $961.8K | 0.22% | +6+0.1% | Added |
| Beacon Financial Group | 11,335 | $952.0K | 0.13% | +11,335 | New |
| Atlas Private Wealth Advisors | 10,822 | $950.2K | 0.44% | +40.0% | Added |
| Vanguard Capital Wealth Advisors | 10,804 | $948.6K | 0.95% | +172+1.6% | Added |
| Buckley Wealth Management, LLC | 10,794 | $947.7K | 0.35% | −1,199−10.0% | Reduced |
| HighTower Trust Services, LTA | 10,519 | $947.2K | 0.09% | +2,904+38.1% | Added |
| Washington Trust Co | 10,775 | $946.0K | 0.04% | −8−0.1% | Reduced |
| Trust Co of Vermont | 10,763 | $945.0K | 0.07% | +1,280+13.5% | Added |
| McDonald Partners LLC | 10,751 | $943.9K | 0.31% | −81−0.7% | Reduced |
| First Horizon Advisors, Inc. | 10,747 | $943.6K | 0.03% | +814+8.2% | Added |
| Compton Wealth Advisory Group, LLC | 10,713 | $940.6K | 0.32% | +2,226+26.2% | Added |
| Moloney Securities Asset Management, LLC | 10,602 | $930.9K | 0.17% | +7,199+211.5% | Added |
| NCM Capital Management, LLC | 10,595 | $930.0K | 0.70% | −600−5.4% | Reduced |
| Schechter Investment Advisors, LLC | 10,574 | $928.4K | 0.09% | +1,562+17.3% | Added |
| Columbia Trust Co 01012016 | 10,540 | $925.4K | 0.53% | −2,391−18.5% | Reduced |
| Park Edge Advisors, LLC | 10,472 | $919.4K | 0.35% | +2,884+38.0% | Added |
| Retirement Planning Co of New England, Inc. | 10,429 | $915.7K | 0.56% | +293+2.9% | Added |
| Wedmont Private Capital | 10,900 | $915.6K | 0.12% | +1,250+13.0% | Added |
| Brookstone Capital Management | 10,219 | $912.4K | 0.02% | +743+7.8% | Added |
| Golden State Equity Partners | 10,375 | $910.9K | 0.49% | +10,375 | New |
| Wolverine Trading, LLC | 10,491 | $903.0K | 0.03% | −32,706−75.7% | Reduced |
| Legacy Bridge, LLC | 10,273 | $902.0K | 0.63% | +1,130+12.4% | Added |
| Parsons Capital Management Inc | 10,251 | $900.0K | 0.07% | +275+2.8% | Added |
| Magnus Financial Group LLC | 10,221 | $897.4K | 0.14% | +624+6.5% | Added |
| Proficio Capital Partners LLC | 10,155 | $891.6K | 0.14% | −92−0.9% | Reduced |
| Garner Asset Management Corp | 10,151 | $891.0K | 0.42% | +406+4.2% | Added |
| Silvercrest Asset Management Group LLC | 10,115 | $888.1K | 0.01% | +236+2.4% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $878.0K | 0.01% | 00.0% | Unchanged |
| Raffles Associates LP | 10,000 | $878.0K | 1.20% | +10,000 | New |
| Calamos Wealth Management LLC | 9,989 | $877.0K | 0.07% | −42−0.4% | Reduced |
| Mork Capital Management, LLC | 9,930 | $871.9K | 0.71% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 9,917 | $870.7K | 0.03% | −1,734−14.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,872 | $866.8K | 0.04% | +3,150+46.9% | Added |
| AFS Financial Group, LLC | 9,815 | $861.8K | 0.58% | +830+9.2% | Added |
| Venturi Wealth Management, LLC | 9,733 | $854.6K | 0.07% | −653−6.3% | Reduced |
| Sage Rhino Capital LLC | 9,692 | $851.0K | 0.25% | +253+2.7% | Added |
| Alera Investment Advisors, LLC | 9,670 | $849.1K | 0.20% | +1,394+16.8% | Added |
| AdvisorNet Financial, Inc | 9,626 | $845.1K | 0.08% | +40+0.4% | Added |
| Ronald Blue Trust, Inc. | 9,897 | $841.0K | 0.01% | −33−0.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 9,513 | $835.2K | 0.47% | +437+4.8% | Added |
| Parcion Private Wealth LLC | 9,511 | $835.1K | 0.09% | −127−1.3% | Reduced |
| Summit Trail Advisors, LLC | 9,491 | $833.3K | 0.03% | +5,091+115.7% | Added |
| Twin Capital Management Inc | 9,481 | $832.4K | 0.11% | −600−6.0% | Reduced |