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, Q2 2023
Institutional positions in Morgan Stanley as of Jun 30, 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
- 1,689
- +25 vs. Q1 2023
- Shares held
- 1.39B
- −41.4M (−2.9%) vs. Q1 2023
- Total value
- $118.7B
- −$5.29B (−4.3%) vs. Q1 2023
- New holders
- 125
- 644 more added
- Sold out
- 100
- 672 more reduced
10 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| River Street Advisors LLC | 14,460 | $1.23M | 1.18% | −166−1.1% | Reduced |
| Duff & Phelps Investment Management Co | 14,501 | $1.24M | 0.02% | 00.0% | Unchanged |
| Delphi Management Inc | 14,507 | $1.24M | 1.31% | +14,507 | New |
| Mystic Asset Management, Inc. | 14,562 | $1.24M | 0.67% | −474−3.2% | Reduced |
| Morse Asset Management, Inc | 14,566 | $1.24M | 0.38% | −14,727−50.3% | Reduced |
| Vident Investment Advisory, LLC | 14,555 | $1.25M | 0.04% | −13,319−47.8% | Reduced |
| Quantbot Technologies LP | 14,610 | $1.25M | 0.08% | +14,610 | New |
| Leonteq Securities AG | 14,660 | $1.25M | 0.13% | −3,244−18.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.26M | 0.52% | 00.0% | Unchanged |
| Somerset Trust Co | 14,701 | $1.26M | 0.54% | −441−2.9% | Reduced |
| Strategy Asset Managers LLC | 14,702 | $1.26M | 0.28% | +143+1.0% | Added |
| Laidlaw Wealth Management LLC | 14,712 | $1.26M | 0.25% | +7,516+104.4% | Added |
| Decatur Capital Management, Inc. | 14,719 | $1.26M | 0.86% | −208−1.4% | Reduced |
| Fulton Bank, N.A. | 14,776 | $1.26M | 0.06% | +278+1.9% | Added |
| Financial Advisory Service, Inc. | 14,791 | $1.26M | 0.16% | +1,951+15.2% | Added |
| Diligent Investors, LLC | 14,802 | $1.26M | 0.37% | +20.0% | Added |
| Koshinski Asset Management, Inc. | 14,862 | $1.27M | 0.14% | −9,018−37.8% | Reduced |
| Cigna Investments Inc | 14,903 | $1.27M | 0.24% | −346−2.3% | Reduced |
| Cetera Advisors LLC | 16,379 | $1.28M | 0.02% | +2,930+21.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 15,036 | $1.28M | 0.06% | +9,857+190.3% | Added |
| GPS Wealth Strategies Group, LLC | 15,070 | $1.29M | 0.24% | −457−2.9% | Reduced |
| Profund Advisors LLC | 15,198 | $1.30M | 0.07% | −305−2.0% | Reduced |
| Schear Investment Advisers, LLC | 15,252 | $1.30M | 1.38% | +93+0.6% | Added |
| SeaCrest Wealth Management, LLC | 15,362 | $1.31M | 0.17% | −196−1.3% | Reduced |
| Trust Asset Management LLC | 15,376 | $1.31M | 0.14% | 00.0% | Unchanged |
| Courier Capital LLC | 15,525 | $1.33M | 0.10% | −3,397−18.0% | Reduced |
| Quadrant Capital Group LLC | 15,544 | $1.33M | 0.13% | −706−4.3% | Reduced |
| Avalon Trust Co | 15,600 | $1.33M | 0.12% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 14,044 | $1.34M | 0.40% | +2,041+17.0% | Added |
| Gotham Asset Management, LLC | 15,792 | $1.35M | 0.03% | −1,342−7.8% | Reduced |
| 1st Source Bank | 15,900 | $1.36M | 0.09% | +600+3.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 15,906 | $1.36M | 0.40% | +52+0.3% | Added |
| Ironwood Investment Counsel, LLC | 15,917 | $1.36M | 0.31% | +1,487+10.3% | Added |
| Bradley Foster & Sargent Inc | 15,991 | $1.37M | 0.03% | +600+3.9% | Added |
| Allen Investment Management LLC | 16,005 | $1.37M | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 16,065 | $1.37M | 0.01% | +160+1.0% | Added |
| White Pine Capital LLC | 16,089 | $1.37M | 0.51% | −76−0.5% | Reduced |
| Teza Capital Management LLC | 16,109 | $1.38M | 0.22% | +9,650+149.4% | Added |
| Centaurus Financial, Inc. | 16,164 | $1.38M | 0.12% | +490+3.1% | Added |
| Mutual Advisors, LLC | 16,222 | $1.39M | 0.05% | +4,892+43.2% | Added |
| Bryn Mawr Trust Co | 16,395 | $1.40M | 0.06% | −105−0.6% | Reduced |
| Am Investment Strategies LLC | 16,516 | $1.41M | 0.44% | +212+1.3% | Added |
| Chesapeake Wealth Management | 16,527 | $1.41M | 0.56% | +282+1.7% | Added |
| Wedbush Securities Inc | 16,548 | $1.41M | 0.07% | +2,900+21.2% | Added |
| Argus Investors' Counsel, Inc. | 16,620 | $1.42M | 0.98% | +420+2.6% | Added |
| Congress Wealth Management LLC | 16,647 | $1.42M | 0.03% | +103+0.6% | Added |
| FDx Advisors, Inc. | 16,654 | $1.42M | 0.08% | −32,817−66.3% | Reduced |
| Paradigm Asset Management Co LLC | 16,700 | $1.43M | 0.38% | +1,100+7.1% | Added |
| Cary Street Partner Investment Advisory LLC | 16,771 | $1.43M | 0.09% | +13,355+391.0% | Added |
| Strategic Advisors LLC | 16,904 | $1.44M | 0.28% | +70.0% | Added |
| Intrust Bank NA | 16,920 | $1.44M | 0.18% | −1,057−5.9% | Reduced |
| Horizon Investments, LLC | 17,094 | $1.45M | 0.04% | +310+1.8% | Added |
| SevenBridge Financial Group, LLC | 16,950 | $1.45M | 0.37% | +2,385+16.4% | Added |
| Oak Asset Management, LLC | 16,953 | $1.45M | 0.60% | +125+0.7% | Added |
| Fund Management at Engine No. 1 LLC | 16,958 | $1.45M | 0.27% | +1,111+7.0% | Added |
| Covenant Asset Management, LLC | 17,003 | $1.45M | 0.43% | +675+4.1% | Added |
| Institute for Wealth Management, LLC. | 17,028 | $1.45M | 0.26% | −45−0.3% | Reduced |
| New England Research & Management, Inc. | 17,042 | $1.46M | 0.84% | +3,050+21.8% | Added |
| Insight Inv LLC | 17,092 | $1.46M | 1.50% | +880+5.4% | Added |
| Northcape Wealth Management, LLC | 17,166 | $1.47M | 0.53% | −89−0.5% | Reduced |
| Verition Fund Management LLC | 17,188 | $1.47M | 0.02% | +12,405+259.4% | Added |
| Valeo Financial Advisors, LLC | 17,256 | $1.47M | 0.07% | +1,719+11.1% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $1.48M | 0.07% | 00.0% | Unchanged |
| Trust Investment Advisors | 17,446 | $1.49M | 1.20% | +307+1.8% | Added |
| Snowden Capital Advisors LLC | 17,606 | $1.50M | 0.05% | −381−2.1% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $1.51M | 1.46% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 17,765 | $1.52M | 0.33% | +45+0.3% | Added |
| Checchi Capital Advisers, LLC | 17,917 | $1.53M | 0.14% | +1,596+9.8% | Added |
| United Capital Financial Advisers, LLC | 17,924 | $1.53M | 0.01% | −964−5.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 18,016 | $1.54M | 0.03% | −568−3.1% | Reduced |
| Lakeview Capital Partners, LLC | 18,017 | $1.54M | 0.29% | −6,000−25.0% | Reduced |
| Atlas Private Wealth Management | 18,062 | $1.54M | 0.81% | +2,937+19.4% | Added |
| Prospera Financial Services Inc | 18,063 | $1.54M | 0.06% | +866+5.0% | Added |
| Boston Private Wealth LLC | 18,180 | $1.55M | 0.03% | −3,556−16.4% | Reduced |
| Brown Brothers Harriman & Co | 18,234 | $1.56M | 0.01% | −2,300−11.2% | Reduced |
| Abbot Financial Management, Inc. | 18,270 | $1.56M | 1.00% | +125+0.7% | Added |
| Wolff Wiese Magana LLC | 18,316 | $1.56M | 1.21% | +2,346+14.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 18,346 | $1.57M | 0.05% | −121,469−86.9% | Reduced |
| National Asset Management, Inc. | 18,372 | $1.57M | 0.04% | −20,333−52.5% | Reduced |
| Acropolis Investment Management, LLC | 18,424 | $1.57M | 0.12% | −87−0.5% | Reduced |
| Deltec Asset Management LLC | 18,500 | $1.58M | 0.35% | 00.0% | Unchanged |
| NVWM, LLC | 18,506 | $1.58M | 0.51% | +671+3.8% | Added |
| Howland Capital Management LLC | 18,763 | $1.60M | 0.09% | +5,635+42.9% | Added |
| Capital Group Investment Management Pte. Ltd. | 18,832 | $1.61M | 0.08% | −4,300−18.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 18,914 | $1.61M | 0.08% | −149−0.8% | Reduced |
| DoubleLine ETF Adviser LP | 18,939 | $1.62M | 0.60% | −102−0.5% | Reduced |
| Harvest Investment Advisors, LLC | 18,994 | $1.62M | 1.39% | −75−0.4% | Reduced |
| Tocqueville Asset Management L.P. | 19,014 | $1.62M | 0.03% | −21,505−53.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 19,077 | $1.63M | 0.02% | +95+0.5% | Added |
| We Are One Seven, LLC | 19,164 | $1.64M | 0.15% | −5,939−23.7% | Reduced |
| Baldwin Investment Management, LLC | 19,272 | $1.65M | 0.27% | −450−2.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 19,272 | $1.65M | 0.21% | −584−2.9% | Reduced |
| Pitcairn Co | 19,814 | $1.69M | 0.14% | −356−1.8% | Reduced |
| Forum Financial Management, LP | 19,827 | $1.69M | 0.04% | +1,080+5.8% | Added |
| IFG Advisory, LLC | 19,831 | $1.69M | 0.15% | −51−0.3% | Reduced |
| Leavell Investment Management, Inc. | 19,862 | $1.70M | 0.12% | +925+4.9% | Added |
| CoreCap Advisors, LLC | 19,901 | $1.70M | 0.12% | +19,901 | New |
| Brasada Capital Management, LP | 19,906 | $1.70M | 0.37% | −222−1.1% | Reduced |
| Ameliora Wealth Management Ltd. | 20,000 | $1.71M | 1.06% | −150−0.7% | Reduced |
| Harbor Capital Advisors, Inc. | 20,162 | $1.72M | 0.34% | 00.0% | Unchanged |