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 |
|---|---|---|---|---|---|
| Hartline Investment Corp | 20,164 | $1.72M | 0.29% | +11,994+146.8% | Added |
| Perigon Wealth Management, LLC | 20,228 | $1.73M | 0.07% | −991−4.7% | Reduced |
| Sumitomo Life Insurance Co | 20,248 | $1.73M | 0.08% | −1,722−7.8% | Reduced |
| Vise Technologies, Inc. | 20,264 | $1.73M | 0.42% | +159+0.8% | Added |
| CAPROCK Group, Inc. | 20,306 | $1.73M | 0.13% | +625+3.2% | Added |
| Capital Investment Advisors, LLC | 20,521 | $1.75M | 0.05% | −677−3.2% | Reduced |
| Arrow Financial Corp | 20,541 | $1.75M | 0.21% | −1,214−5.6% | Reduced |
| Bank of New Hampshire | 20,572 | $1.76M | 0.50% | −100−0.5% | Reduced |
| Merit Financial Group, LLC | 20,735 | $1.77M | 0.06% | +1,318+6.8% | Added |
| SYSTM Wealth Solutions LLC | 20,764 | $1.77M | 0.24% | +8,662+71.6% | Added |
| Lighthouse Investment Partners, LLC | 20,794 | $1.78M | 0.13% | +20,794 | New |
| Opus Investment Management Inc | 21,000 | $1.79M | 0.64% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 21,095 | $1.80M | 0.03% | +1,906+9.9% | Added |
| Stratos Wealth Partners, LTD. | 21,204 | $1.81M | 0.04% | +2,686+14.5% | Added |
| Alaethes Wealth LLC | 21,244 | $1.81M | 1.00% | +502+2.4% | Added |
| Hudson Canyon Capital Management | 21,276 | $1.82M | 1.43% | +926+4.6% | Added |
| Clarius Group, LLC | 21,325 | $1.82M | 0.14% | −1,303−5.8% | Reduced |
| Westwood Holdings Group Inc. | 21,402 | $1.83M | 0.02% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 21,431 | $1.83M | 0.35% | +432+2.1% | Added |
| Paralel Advisors LLC | 21,535 | $1.84M | 0.10% | +765+3.7% | Added |
| AIA Group Ltd | 21,590 | $1.84M | 0.09% | +13,416+164.1% | Added |
| Atlas Private Wealth Advisors | 21,738 | $1.86M | 0.38% | +10,916+100.9% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.86M | 0.08% | 00.0% | Unchanged |
| Goodwin Daniel L | 22,000 | $1.88M | 0.90% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 22,000 | $1.88M | 0.17% | 00.0% | Unchanged |
| Shell Asset Management Co | 22,205 | $1.90M | 0.07% | −15,258−40.7% | Reduced |
| Freedom Day Solutions, LLC | 22,538 | $1.92M | 0.86% | −1,778−7.3% | Reduced |
| Desjardins Global Asset Management Inc. | 22,700 | $1.94M | 0.22% | +4,654+25.8% | Added |
| Community Bank, N.A. | 22,732 | $1.94M | 0.26% | +935+4.3% | Added |
| Clough Capital Partners L P | 22,750 | $1.94M | 0.20% | −14,750−39.3% | Reduced |
| Prudent Man Advisors, LLC | 22,761 | $1.94M | 0.73% | −419−1.8% | Reduced |
| Toroso Investments, LLC | 22,831 | $1.95M | 0.06% | +98+0.4% | Added |
| Cyndeo Wealth Partners, LLC | 22,843 | $1.95M | 0.20% | +2,606+12.9% | Added |
| Convergence Investment Partners, LLC | 22,852 | $1.95M | 1.12% | −498−2.1% | Reduced |
| Caldwell Trust Co | 22,962 | $1.96M | 0.26% | −2,991−11.5% | Reduced |
| Regions Financial Corp | 23,174 | $1.98M | 0.02% | +513+2.3% | Added |
| Salem Investment Counselors Inc | 23,180 | $1.98M | 0.07% | +606+2.7% | Added |
| TCTC Holdings, LLC | 23,187 | $1.98M | 0.08% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 23,250 | $1.99M | 0.25% | +172+0.7% | Added |
| Griffin Asset Management, Inc. | 23,260 | $1.99M | 0.27% | −305−1.3% | Reduced |
| Veriti Management LLC | 23,321 | $1.99M | 0.22% | −163−0.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 23,384 | $2.00M | 0.15% | +2,432+11.6% | Added |
| PGGM Investments | 23,418 | $2.00M | 0.03% | −18,061−43.5% | Reduced |
| Apollon Wealth Management, LLC | 23,524 | $2.01M | 0.10% | +1,226+5.5% | Added |
| Arcus Capital Partners, LLC | 23,538 | $2.01M | 0.60% | 00.0% | Unchanged |
| Stolper Co | 23,943 | $2.04M | 0.86% | +378+1.6% | Added |
| Meeder Advisory Services, Inc. | 24,095 | $2.06M | 0.22% | −1,337−5.3% | Reduced |
| Park Avenue Securities LLC | 24,096 | $2.06M | 0.03% | +2,481+11.5% | Added |
| HCR Wealth Advisors | 24,359 | $2.08M | 0.39% | +125+0.5% | Added |
| Sowell Financial Services LLC | 24,450 | $2.09M | 0.12% | +8,527+53.6% | Added |
| Greenwich Wealth Management LLC | 24,466 | $2.09M | 0.22% | −197−0.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 24,473 | $2.09M | 0.13% | +698+2.9% | Added |
| Empowered Funds, LLC | 24,669 | $2.11M | 0.07% | +1,519+6.6% | Added |
| EA Series Trust | 24,669 | $2.11M | 0.07% | +24,669 | New |
| Franklin Street Advisors Inc | 25,000 | $2.13M | 0.18% | +25,000 | New |
| Advent Capital Management | 25,000 | $2.13M | 0.04% | +25,000 | New |
| Bouvel Investment Partners, LLC | 25,051 | $2.14M | 1.17% | +25,051 | New |
| Great Diamond Partners, LLC | 25,245 | $2.16M | 0.57% | +615+2.5% | Added |
| Community Bank of Raymore | 25,270 | $2.16M | 0.93% | +5,980+31.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 25,362 | $2.17M | 0.02% | −1,103−4.2% | Reduced |
| Heron Financial Group, LLC | 25,449 | $2.17M | 1.17% | +102+0.4% | Added |
| Next Level Private LLC | 26,248 | $2.19M | 1.42% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 25,680 | $2.19M | 0.10% | +920+3.7% | Added |
| Mark Stevens | 25,764 | $2.20M | 0.28% | −924−3.5% | Reduced |
| Alpha DNA Investment Management LLC | 25,920 | $2.21M | 1.25% | +6,186+31.3% | Added |
| Equitable Holdings, Inc. | 26,074 | $2.23M | 0.03% | +6,724+34.7% | Added |
| Hunter Associates Investment Management LLC | 26,087 | $2.23M | 0.44% | −491−1.8% | Reduced |
| Sequoia Financial Advisors, LLC | 26,150 | $2.23M | 0.04% | +1,402+5.7% | Added |
| Williams Jones Wealth Management, LLC. | 26,156 | $2.23M | 0.03% | −13,239−33.6% | Reduced |
| Sawtooth Solutions, LLC | 26,412 | $2.26M | 0.06% | −21,369−44.7% | Reduced |
| Savant Capital, LLC | 26,471 | $2.26M | 0.04% | +2,436+10.1% | Added |
| Venture Visionary Partners LLC | 26,503 | $2.26M | 0.13% | +807+3.1% | Added |
| Bleakley Financial Group, LLC | 26,513 | $2.26M | 0.07% | −1,724−6.1% | Reduced |
| Dimension Capital Management LLC | 26,940 | $2.30M | 0.50% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 27,163 | $2.32M | 0.65% | +27,163 | New |
| Culbertson A N & Co Inc | 27,195 | $2.32M | 0.45% | +190+0.7% | Added |
| Lipe & Dalton | 27,261 | $2.33M | 1.33% | −823−2.9% | Reduced |
| Gries Financial LLC | 27,310 | $2.33M | 0.64% | −151−0.5% | Reduced |
| Northeast Investment Management | 27,317 | $2.33M | 0.13% | −4,054−12.9% | Reduced |
| Coastline Trust Co | 27,431 | $2.34M | 0.33% | −3,569−11.5% | Reduced |
| Altrafin AG | 27,636 | $2.36M | 1.06% | +120+0.4% | Added |
| Union Heritage Capital, LLC | 27,747 | $2.37M | 1.28% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 27,817 | $2.38M | 0.14% | +27,817 | New |
| Virtu Financial LLC | 27,866 | $2.38M | 0.18% | −2,598−8.5% | Reduced |
| Signaturefd, LLC | 28,304 | $2.42M | 0.06% | +1,306+4.8% | Added |
| LMCG Investments, LLC | 28,353 | $2.42M | 0.16% | −556−1.9% | Reduced |
| Alberta Investment Management Corp | 28,500 | $2.43M | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 28,648 | $2.45M | 0.07% | +3,295+13.0% | Added |
| Foster & Motley Inc | 28,663 | $2.45M | 0.19% | +110.0% | Added |
| Vestcor Inc | 29,051 | $2.48M | 0.09% | −1,378−4.5% | Reduced |
| Symmetry Partners, LLC | 29,265 | $2.50M | 0.13% | −1,999−6.4% | Reduced |
| Richard P Slaughter Associates Inc | 29,308 | $2.50M | 0.72% | +188+0.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 29,315 | $2.50M | 0.12% | −513−1.7% | Reduced |
| Ashburton (Jersey) Ltd | 29,480 | $2.52M | 1.23% | +11,009+59.6% | Added |
| PFS Investments Inc. | 29,568 | $2.52M | 0.04% | +1,762+6.3% | Added |
| Jefferies Financial Group Inc. | 29,998 | $2.56M | 0.05% | +9,820+48.7% | Added |
| Gifford Fong Associates | 30,000 | $2.56M | 0.60% | 00.0% | Unchanged |
| Crestline Management, LP | 30,000 | $2.56M | 0.28% | +10,000+50.0% | Added |
| Carret Asset Management, LLC | 30,026 | $2.56M | 0.34% | +897+3.1% | Added |
| Mach-1 Financial Group, Inc. | 30,170 | $2.58M | 1.03% | +25,606+561.0% | Added |