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 |
|---|---|---|---|---|---|
| Vinva Investment Management Ltd | 30,298 | $2.58M | 0.23% | −9,742−24.3% | Reduced |
| Palisade Asset Management, LLC | 30,363 | $2.59M | 0.30% | +561+1.9% | Added |
| Connectus Wealth, LLC | 30,456 | $2.60M | 0.06% | −44,195−59.2% | Reduced |
| Hoey Investments, Inc | 30,498 | $2.60M | 0.86% | −1,463−4.6% | Reduced |
| KMG Fiduciary Partners, LLC | 30,761 | $2.63M | 0.34% | +2,054+7.2% | Added |
| Transcend Wealth Collective, LLC | 31,068 | $2.65M | 0.25% | −3,995−11.4% | Reduced |
| Van Eck Associates Corp | 31,472 | $2.69M | 0.01% | −184−0.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 31,554 | $2.69M | 0.07% | +575+1.9% | Added |
| KCM Investment Advisors LLC | 31,795 | $2.72M | 0.11% | −1,631−4.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 31,950 | $2.73M | 0.22% | −3,775−10.6% | Reduced |
| Ossiam | 32,093 | $2.74M | 0.05% | −124,141−79.5% | Reduced |
| Greenwood Capital Associates LLC | 32,105 | $2.74M | 0.38% | +32,105 | New |
| Ritholtz Wealth Management | 32,305 | $2.76M | 0.12% | +3,387+11.7% | Added |
| Integrated Wealth Concepts LLC | 32,307 | $2.76M | 0.05% | +10,098+45.5% | Added |
| United Services Automobile Association | 32,408 | $2.77M | 0.08% | +296+0.9% | Added |
| Occidental Asset Management, LLC | 32,515 | $2.78M | 0.63% | +1,221+3.9% | Added |
| Geneos Wealth Management Inc. | 32,547 | $2.78M | 0.15% | +1,691+5.5% | Added |
| Comerica Securities,inc. | 32,590 | $2.78M | 0.19% | −1,441−4.2% | Reduced |
| City Holding Co | 32,628 | $2.79M | 0.48% | +430+1.3% | Added |
| Community Trust & Investment Co | 32,978 | $2.82M | 0.23% | +1,850+5.9% | Added |
| Pinnacle Wealth Management Group, Inc. | 33,608 | $2.87M | 2.51% | −400−1.2% | Reduced |
| Bartlett & Co. LLC | 33,796 | $2.89M | 0.05% | +28,125+495.9% | Added |
| Bartlett & Co. Wealth Management LLC | 33,796 | $2.89M | 0.05% | +28,125+495.9% | Added |
| Everence Capital Management Inc | 35,391 | $2.89M | 0.24% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 34,355 | $2.93M | 0.03% | −3,045−8.1% | Reduced |
| Burney Co | 34,473 | $2.94M | 0.13% | −82,685−70.6% | Reduced |
| TCG Advisory Services, LLC | 34,645 | $2.96M | 0.50% | +3,188+10.1% | Added |
| Xcel Wealth Management, LLC | 35,160 | $3.00M | 0.95% | +950+2.8% | Added |
| Lake Street Advisors Group, LLC | 35,211 | $3.01M | 0.17% | +17,350+97.1% | Added |
| Wright Investors Service Inc | 35,251 | $3.01M | 0.85% | −3,216−8.4% | Reduced |
| Cunning Capital Partners, LP | 0 | $3.03M | 1.92% | −19,870−100.0% | Reduced |
| First Citizens Bank & Trust Co | 35,543 | $3.04M | 0.06% | −1,456−3.9% | Reduced |
| Siemens Fonds Invest GmbH | 36,070 | $3.07M | 0.30% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 35,917 | $3.07M | 0.18% | +4,202+13.2% | Added |
| Alley Investment Management Company, LLC | 36,039 | $3.08M | 0.50% | 00.0% | Unchanged |
| Greenleaf Trust | 36,056 | $3.08M | 0.03% | −3,000−7.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 36,471 | $3.12M | 0.18% | +5,811+19.0% | Added |
| Sculati Wealth Management, LLC | 36,562 | $3.12M | 1.57% | −430−1.2% | Reduced |
| Wetherby Asset Management Inc | 36,587 | $3.12M | 0.17% | −911−2.4% | Reduced |
| Lincluden Management Ltd | 36,601 | $3.13M | 0.36% | +36+0.1% | Added |
| Meritage Portfolio Management | 36,744 | $3.14M | 0.22% | +1,879+5.4% | Added |
| Aspen Grove Capital, LLC | 37,000 | $3.16M | 1.02% | +1,075+3.0% | Added |
| Patten & Patten Inc | 37,292 | $3.18M | 0.26% | +938+2.6% | Added |
| Dana Investment Advisors, Inc. | 37,484 | $3.20M | 0.16% | −2,144−5.4% | Reduced |
| Raymond James Trust N.A. | 37,492 | $3.20M | 0.09% | +1,035+2.8% | Added |
| HB Wealth Management, LLC | 37,623 | $3.21M | 0.05% | −1,157−3.0% | Reduced |
| Varma Mutual Pension Insurance Co | 37,880 | $3.23M | 0.04% | −13,894−26.8% | Reduced |
| K.J. Harrison & Partners Inc | 38,066 | $3.24M | 0.59% | +8,336+28.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 37,983 | $3.24M | 0.89% | +783+2.1% | Added |
| Thompson Siegel & Walmsley LLC | 38,000 | $3.25M | 0.05% | 00.0% | Unchanged |
| United Fire Group Inc | 38,000 | $3.25M | 2.50% | 00.0% | Unchanged |
| First National Bank of Omaha | 38,057 | $3.25M | 0.19% | −12,011−24.0% | Reduced |
| Wolverine Trading, LLC | 38,345 | $3.27M | 0.04% | +27,854+265.5% | Added |
| Loomis Sayles & Co L P | 38,404 | $3.28M | 0.01% | −2,187−5.4% | Reduced |
| Moody National Bank Trust Division | 38,412 | $3.28M | 0.22% | +345+0.9% | Added |
| GQG Partners LLC | 38,519 | $3.29M | 0.01% | +38,519 | New |
| Beacon Pointe Advisors, LLC | 38,715 | $3.31M | 0.05% | −5,525−12.5% | Reduced |
| Atria Wealth Solutions, Inc. | 38,758 | $3.31M | 0.05% | +307+0.8% | Added |
| Engineers Gate Manager LP | 38,779 | $3.31M | 0.13% | +24,761+176.6% | Added |
| Eisler Capital (UK) Ltd. | 39,107 | $3.34M | 0.36% | −523,629−93.1% | Reduced |
| Asio Capital, LLC | 39,697 | $3.39M | 0.83% | +171+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 40,183 | $3.43M | 0.05% | −1,660−4.0% | Reduced |
| Independent Advisor Alliance | 40,251 | $3.44M | 0.15% | +5,763+16.7% | Added |
| Carroll Investors, Inc | 40,570 | $3.46M | 2.60% | +1,899+4.9% | Added |
| Sigma Planning Corp | 41,004 | $3.50M | 0.13% | −5,098−11.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 41,092 | $3.51M | 0.09% | +22+0.1% | Added |
| Summit Financial, LLC | 41,261 | $3.52M | 0.26% | +27,634+202.8% | Added |
| Veritable, L.P. | 41,301 | $3.53M | 0.06% | +476+1.2% | Added |
| Roanoke Asset Management Corp | 41,313 | $3.53M | 1.40% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 41,409 | $3.54M | 0.13% | −176−0.4% | Reduced |
| Linscomb & Williams, Inc. | 41,414 | $3.54M | 0.19% | +613+1.5% | Added |
| KCS Wealth Advisory | 41,547 | $3.55M | 1.23% | +400+1.0% | Added |
| Vestmark Advisory Solutions, Inc. | 41,654 | $3.56M | 0.14% | −2,558−5.8% | Reduced |
| Cypress Financial Planning LLC | 41,517 | $3.59M | 2.06% | −121−0.3% | Reduced |
| Lazard Asset Management LLC | 42,204 | $3.60M | 0.00% | −26,452−38.5% | Reduced |
| Huntington National Bank | 42,475 | $3.63M | 0.03% | +857+2.1% | Added |
| Mayflower Financial Advisors, LLC | 42,767 | $3.65M | 0.47% | −46−0.1% | Reduced |
| Parallel Advisors, LLC | 42,813 | $3.66M | 0.12% | +395+0.9% | Added |
| Empirical Finance, LLC | 42,912 | $3.66M | 0.28% | +4,344+11.3% | Added |
| Cipher Capital LP | 43,069 | $3.68M | 0.63% | +43,069 | New |
| APG Asset Management N.V. | 47,194 | $3.69M | 0.01% | −3,200−6.3% | Reduced |
| Jupiter Wealth Management LLC | 43,601 | $3.72M | 3.20% | +101+0.2% | Added |
| Adell Harriman & Carpenter Inc | 43,099 | $3.72M | 0.38% | +1,670+4.0% | Added |
| Vestor Capital, LLC | 43,898 | $3.75M | 0.40% | −251−0.6% | Reduced |
| Tradewinds, LLC. | 44,127 | $3.77M | 2.22% | +1,731+4.1% | Added |
| Investment Management Corp of Ontario | 44,266 | $3.78M | 0.16% | +7,787+21.3% | Added |
| Lincoln National Corp | 44,657 | $3.79M | 0.07% | +3,474+8.4% | Added |
| Evexia Wealth LLC | 40,140 | $3.79M | 1.82% | +1,478+3.8% | Added |
| Joel Isaacson & Co., LLC | 44,388 | $3.79M | 0.25% | +36+0.1% | Added |
| SkyOak Wealth, LLC | 44,544 | $3.80M | 1.07% | −935−2.1% | Reduced |
| Natixis | 44,993 | $3.84M | 0.03% | −39,246−46.6% | Reduced |
| Level Four Advisory Services, LLC | 45,262 | $3.87M | 0.23% | +1,685+3.9% | Added |
| RNC Capital Management LLC | 45,334 | $3.87M | 0.21% | −4,087−8.3% | Reduced |
| Massmutual Trust Co FSB | 45,508 | $3.89M | 0.14% | −1,260−2.7% | Reduced |
| Simon Quick Advisors, LLC | 45,637 | $3.90M | 0.36% | +30+0.1% | Added |
| Central Trust Co | 45,715 | $3.90M | 0.11% | −5,703−11.1% | Reduced |
| Jackson Wealth Management, LLC | 46,082 | $3.94M | 0.58% | +46,082 | New |
| Pathstone Family Office, LLC | 45,937 | $3.94M | 0.06% | −15,785−25.6% | Reduced |
| IMC-Chicago, LLC | 46,660 | $3.98M | 0.13% | +46,660 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 46,763 | $3.99M | 0.30% | +275+0.6% | Added |