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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

Q2 2023 vs. Q1 2023

How the institutions holding Morgan Stanley changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of MS: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders1,674101,689+25
Shares1.43B805.7K1.39B−41.4M (−2.9%)
Value$124.1B$70.6M$118.7B−$5.29B (−4.3%)

10 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (125)

Institutions that held Morgan Stanley at the end of Q2 2023 but not at the end of Q1 2023.

Showing the largest 100 of 125 by value.

Institutions new to MS in Q2 2023
InstitutionSharesValue% of portfolio
Hamlin Capital Management, LLC896,935$76.6M2.57%
UniSuper Management Pty Ltd741,745$63.3M0.72%
Fullerton Fund Management Co Ltd.274,842$23.5M1.64%
Wealth High Governance Capital Ltda250,000$21.4M8.95%
Kettle Hill Capital Management, LLC249,946$21.3M4.23%
Capital Fund Management S.A.207,429$17.7M0.28%
Cinctive Capital Management LP116,862$9.98M0.39%
Annex Advisory Services, LLC105,998$9.05M0.50%
Healthcare of Ontario Pension Plan Trust Fund100,000$8.54M0.04%
Liontrust Investment Partners LLP100,000$8.54M0.12%
Mizuho Markets Cayman LP95,238$8.13M1.57%
Virginia Retirement Systems Et Al84,100$7.18M0.07%
Texas Capital Bank Wealth Management Services Inc80,492$6.87M0.74%
Squarepoint Ops LLC79,686$6.81M0.04%
Wolverine Asset Management LLC64,788$5.53M0.10%
iA Global Asset Management Inc.59,530$5.08M0.13%
CMT Capital Markets Trading GmbH53,500$4.57M1.89%
Clear Street LLC47,900$4.09M0.10%
Greystone Financial Group, LLC47,754$4.08M0.95%
IMC-Chicago, LLC46,660$3.98M0.13%
Jackson Wealth Management, LLC46,082$3.94M0.58%
Cipher Capital LP43,069$3.68M0.63%
GQG Partners LLC38,519$3.29M0.01%
Greenwood Capital Associates LLC32,105$2.74M0.38%
Steel Peak Wealth Management LLC27,817$2.38M0.14%
Shorepoint Capital Partners LLC27,163$2.32M0.65%
Bouvel Investment Partners, LLC25,051$2.14M1.17%
Franklin Street Advisors Inc25,000$2.13M0.18%
Advent Capital Management25,000$2.13M0.04%
EA Series Trust24,669$2.11M0.07%
Lighthouse Investment Partners, LLC20,794$1.78M0.13%
CoreCap Advisors, LLC19,901$1.70M0.12%
Quantbot Technologies LP14,610$1.25M0.08%
Delphi Management Inc14,507$1.24M1.31%
Seven Eight Capital, LP14,443$1.23M0.20%
Simplex Trading, LLC11,678$997.0K0.04%
Worm Capital, LLC10,844$926.1K0.81%
Foster Dykema Cabot & Co Inc9,939$849.0K0.10%
Ergoteles LLC9,574$817.6K0.04%
First Citizens Financial Corp9,208$786.4K0.53%
Portside Wealth Group, LLC8,742$746.6K0.14%
Sciencast Management LP8,340$699.8K0.57%
Capital Markets Trading UK LLP7,873$672.0K0.49%
Aigen Investment Management, LP7,731$660.2K0.10%
Zenyatta Capital Management LP7,500$640.5K0.41%
Maverick Capital LtdSuperinvestorMaverick Capital7,200$614.9K0.01%
Texas Capital Bancshares Inc6,916$590.6K0.33%
Schonfeld Strategic Advisors LLC6,780$579.0K0.01%
CenterStar Asset Management, LLC6,664$569.7K0.52%
Corton Capital Inc.6,496$554.8K0.26%
Atom Investors LP5,505$470.1K0.18%
Echo Street Capital Management LLC5,439$464.5K0.00%
Bridgefront Capital, LLC5,075$433.4K0.23%
CFS Investment Advisory Services, LLC5,066$433.0K0.06%
Arcataur Capital Management LLC5,067$432.7K0.18%
Beverly Hills Private Wealth, LLC4,739$420.8K0.07%
Owen LaRue, LLC4,556$393.7K0.41%
Jump Financial, LLC4,491$383.5K0.01%
Headlands Technologies LLC4,390$374.9K0.12%
AustralianSuper Pty Ltd4,351$371.6K0.00%
Samalin Investment Counsel, LLC4,335$370.2K0.20%
One River Asset Management, LLC4,295$366.1K0.29%
Garde Capital, Inc.4,208$359.0K0.03%
Neo Ivy Capital Management4,194$358.0K0.19%
Partners Capital Investment Group, LLP4,150$354.4K0.01%
St Germain D J Co Inc3,730$318.5K0.02%
Worldquant Millennium Advisors LLC3,564$304.4K0.01%
True North Advisors, LLC3,522$300.8K0.09%
Guardian Capital Advisors LP3,500$300.2K0.03%
Delphia (USA) Inc.3,360$286.9K0.45%
Cutler Group LP3,305$282.0K0.07%
Family Management Corp3,000$256.2K0.06%
Connecticut Wealth Management, LLC2,908$248.3K0.02%
Apexium Financial, LP2,904$248.0K0.02%
Keystone Financial Group2,886$246.5K0.04%
T. Rowe Price Investment Management, Inc.2,840$243.0K0.00%
Gyroscope Capital Management Group, LLC2,700$230.6K0.05%
Lazari Capital Management, Inc.2,672$228.2K0.13%
Zhang Financial LLC2,623$224.0K0.02%
Kennedy Investment Group2,591$221.3K0.13%
Thrive Wealth Management, LLC2,538$216.8K0.06%
Pine Valley Investments Ltd Liability Co2,486$212.3K0.02%
Advisory Research Inc2,465$210.5K0.03%
Birch Hill Investment Advisors LLC2,451$209.3K0.01%
Founders Financial Alliance, LLC2,393$204.4K0.08%
First Affirmative Financial Network2,342$200.0K0.20%
Strengthening Families & Communities, LLC1,798$154.0K0.07%
LJI Wealth Management, LLC14,849$150.9K0.04%
Private Ocean, LLC1,268$108.3K0.01%
Fairfield, Bush & Co.1,240$105.9K0.03%
First Capital Advisors Group, LLC.1,214$103.7K0.05%
Robinswood Financial LLC1,000$85.4K0.04%
PCA Investment Advisory Services Inc.837$71.5K0.04%
O'Dell Group, LLC766$65.4K0.02%
Coppell Advisory Solutions LLC753$64.2K0.02%
ORG Partners LLC570$49.0K0.01%
Truvestments Capital LLC561$47.9K0.02%
Hartford Financial Management Inc.550$47.0K0.01%
Adirondack Retirement Specialists, Inc.532$45.4K0.04%
Northwest Capital Management Inc475$40.6K0.02%

Sold out (100)

Institutions that held Morgan Stanley at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of MS in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
First Republic Investment Management, Inc.2,450,861$215.2M
Capula Management Ltd302,212$26.5M
Gillson Capital LP123,691$10.9M
Marvin & Palmer Associates Inc110,310$9.69M
Cumberland Partners Ltd98,757$8.67M
FORA Capital, LLC78,131$6.86M
MainStreet Investment Advisors LLC49,449$4.34M
Parallax Volatility Advisers, L.P.45,628$4.01M
Caas Capital Management LP43,994$3.86M
Bayesian Capital Management, LP32,900$2.89M
Ascent Wealth Partners, LLC22,363$1.96M
Equitable Trust Co22,257$1.95M
Walleye Capital LLC22,257$1.95M
Nippon Life Global Investors Americas, Inc.21,750$1.91M
Scholtz & Company, LLC21,737$1.91M
Eisler Capital (US) LLC21,341$1.87M
CTC LLC17,880$1.54M
Gsa Capital Partners LLP17,488$1.53M
Green Harvest Asset Management LLC15,055$1.32M
Axq Capital, LP13,000$1.14M
Wealthcare Advisory Partners LLC12,326$1.08M
Raffles Associates LP10,000$878.0K
Lombard Odier Asset Management (Switzerland) SA8,742$767.5K
Blueprint Investment Partners LLC8,428$740.0K
Acrisure Capital Management, LLC8,370$734.9K
ExodusPoint Capital Management, LP8,335$732.0K
Keeley-Teton Advisors, LLC7,892$692.9K
Maltese Capital Management LLC7,500$658.5K
Leuthold Group, LLC7,351$645.4K
Oak Thistle LLC7,050$619.0K
LMR Partners LLP6,432$564.7K
M Holdings Securities, Inc.6,069$533.0K
ISAM Funds (UK) Ltd5,870$515.4K
Central Asset Investments & Management Holdings (HK) Ltd5,600$491.7K
Sendero Wealth Management, LLC5,499$482.8K
Radnor Capital Management, LLC5,320$467.0K
ING Groep NV5,311$466.3K
Exos TFP Holdings LLC5,063$444.5K
GraniteShares Advisors LLC4,922$432.2K
IAM Advisory, LLC4,869$427.5K
Ameritas Advisory Services, LLC4,733$421.3K
Lion Street Advisors, LLC4,343$381.3K
United Bank3,746$328.9K
Sender Co & Partners, Inc.3,683$323.4K
MQS Management LLC3,648$320.3K
World Equity Group, Inc.42,956$306.9K
Trustmark National Bank Trust Department3,434$301.5K
Liberty Wealth Management LLC3,467$299.9K
Delta Financial Group, Inc.3,370$296.0K
WSFS Capital Management, LLC3,345$293.7K
Humankind Investments LLC3,323$291.8K
Great Lakes Advisors, LLC3,290$288.9K
Belvedere Trading LLC3,088$271.1K
M&G Investment Management Ltd3,036$267.2K
Harrington Investments, INC2,975$261.2K
Krilogy Financial LLC2,975$261.2K
Cozad Asset Management Inc2,893$254.0K
Asahi Life Asset Management Co., Ltd.2,870$252.0K
Ascent Group, LLC2,759$242.2K
Wedge Capital Management L L P2,750$241.4K
Halbert Hargrove Global Advisors, LLC2,737$240.3K
Founders Financial Securities LLC2,720$238.8K
Fiduciary Group LLC2,554$224.2K
Tower Bridge Advisors2,542$223.2K
Gruss & Co., LLC2,500$219.5K
Oxford Financial Group Ltd2,497$219.2K
Hoxton Planning & Management, LLC2,449$215.0K
E Fund Management Co., Ltd.2,434$214.0K
REDW Wealth LLC2,433$213.6K
Boothbay Fund Management, LLC2,375$208.5K
BancorpSouth Bank2,374$208.5K
Firestone Capital Management2,318$203.5K
Terry L. Blaker2,317$203.4K
Ssi Investment Management LLC2,304$202.3K
Talisman Wealth Advisors LLC2,300$202.0K
Old North State Trust, LLC2,169$190.0K
Ellevest, Inc.1,407$123.5K
Fortis Advisors, LLC1,144$100.4K
Picton Mahoney Asset Management875$77.0K
Pointe Capital Management LLC858$75.3K
Dark Forest Capital Management LP855$75.1K
TCI Wealth Advisors, Inc.818$71.8K
Graham Capital Wealth Management, LLC648$56.9K
Mint Tower Capital Management B.V.627$55.0K
Fortis Capital Advisors, LLC515$45.2K
FNY Investment Advisers, LLC417$36.0K
Western Pacific Wealth Management, LP221$19.4K
Cary Street Partners Asset Management LLC171$15.0K
NewSquare Capital LLC161$14.1K
Schubert & Co152$13.3K
Core Wealth Advisors, Inc.143$12.6K
Jackson, Grant Investment Advisers, Inc.127$11.2K
Accel Wealth Management100$8.78K
Toth Financial Advisory Corp48$4.21K
Costello Asset Management, INC45$3.95K
GoalVest Advisory LLC12$1.05K
Grey Fox Wealth Advisors, LLC12$1.05K
25 LLC12$1.01K
DecisionPoint Financial, LLC5$439
Summit Wealth Group, LLC19,579$0

Not filed for Q2 2023 yet (10)

Institutions that held Morgan Stanley at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MS in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Avalon Investment & Advisory761,727$66.9M
Altman Advisors, Inc.16,535$1.28M
HighTower Trust Services, LTA10,519$947.2K
Asset Management Corp7,673$673.7K
Parsec Financial Management, Inc.3,350$294.1K
Stonnington Group, LLC3,000$257.1K
Householder Group Estate & Retirement Specialist, LLC1,324$116.0K
Pathway Financial Advisers, LLC959$84.2K
Baldrige Asset Management LLC391$34.0K
Ahrens Investment Partners LLC190$16.7K