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 |
|---|---|---|---|---|---|
| Greystone Financial Group, LLC | 47,754 | $4.08M | 0.95% | +47,754 | New |
| Clear Street LLC | 47,900 | $4.09M | 0.10% | +47,900 | New |
| Nomura Holdings Inc | 48,306 | $4.13M | 0.04% | +41,474+607.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 48,465 | $4.14M | 0.51% | −2,968−5.8% | Reduced |
| Cornerstone Wealth Group, LLC | 48,618 | $4.15M | 0.75% | +540+1.1% | Added |
| First Manhattan Co | 49,169 | $4.20M | 0.02% | +2,248+4.8% | Added |
| First Hawaiian Bank | 49,249 | $4.21M | 0.14% | −673−1.3% | Reduced |
| Metis Global Partners, LLC | 49,308 | $4.21M | 0.23% | +625+1.3% | Added |
| DuPont Capital Management Corp | 50,032 | $4.27M | 0.21% | +7,115+16.6% | Added |
| Highland Capital Management, LLC | 50,582 | $4.32M | 0.28% | +330+0.7% | Added |
| Trifecta Capital Advisors, LLC | 50,829 | $4.34M | 1.40% | +585+1.2% | Added |
| Canandaigua National Bank & Trust Co | 51,067 | $4.36M | 0.71% | −1,097−2.1% | Reduced |
| Axxcess Wealth Management, LLC | 51,293 | $4.38M | 0.32% | +23,169+82.4% | Added |
| Consolidated Investment Group LLC | 51,600 | $4.41M | 0.79% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 51,953 | $4.44M | 0.17% | −13,407−20.5% | Reduced |
| Institutional & Family Asset Management, LLC | 51,996 | $4.44M | 0.72% | −270−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 52,944 | $4.52M | 0.15% | +27,660+109.4% | Added |
| Lorne Steinberg Wealth Management Inc. | 53,297 | $4.55M | 1.71% | −340−0.6% | Reduced |
| CX Institutional | 53,481 | $4.57M | 0.24% | +14,096+35.8% | Added |
| CMT Capital Markets Trading GmbH | 53,500 | $4.57M | 1.89% | +53,500 | New |
| Federation des caisses Desjardins du Quebec | 54,179 | $4.63M | 0.05% | +19,986+58.5% | Added |
| Elk River Wealth Management, LLC | 54,812 | $4.68M | 1.00% | −2,277−4.0% | Reduced |
| Foundations Investment Advisors, LLC | 54,892 | $4.69M | 0.16% | +10,905+24.8% | Added |
| Providence Capital Advisors, LLC | 55,900 | $4.77M | 1.21% | +9,100+19.4% | Added |
| Federated Hermes, Inc. | 56,084 | $4.79M | 0.01% | +7,621+15.7% | Added |
| Private Wealth Partners, LLC | 56,099 | $4.79M | 0.44% | +3,309+6.3% | Added |
| Donaldson Capital Management, LLC | 56,260 | $4.80M | 0.22% | −628−1.1% | Reduced |
| Sandy Cove Advisors, LLC | 56,731 | $4.84M | 2.76% | −5,997−9.6% | Reduced |
| Metropolitan Life Insurance Co | 56,769 | $4.85M | 0.24% | −1,667−2.9% | Reduced |
| TownSquare Capital, LLC | 56,923 | $4.86M | 0.09% | +7,859+16.0% | Added |
| Geller Advisors LLC | 56,932 | $4.86M | 0.61% | +51,578+963.4% | Added |
| Kestra Advisory Services, LLC | 57,041 | $4.87M | 0.05% | −1,997−3.4% | Reduced |
| YHB Investment Advisors, Inc. | 57,504 | $4.91M | 0.46% | −14,107−19.7% | Reduced |
| E. Ohman J:or Asset Management AB | 57,526 | $4.91M | 0.18% | −170,182−74.7% | Reduced |
| Heritage Trust Co | 57,605 | $4.92M | 0.72% | +532+0.9% | Added |
| Meyer Handelman Co | 57,806 | $4.94M | 0.20% | −3,300−5.4% | Reduced |
| Cito Capital Group, LLC | 57,905 | $4.95M | 2.27% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 58,472 | $4.99M | 0.12% | +6,664+12.9% | Added |
| Glenview Trust Co | 58,668 | $5.01M | 0.14% | −133−0.2% | Reduced |
| Old Second National Bank of Aurora | 58,721 | $5.01M | 1.45% | −673−1.1% | Reduced |
| Aureus Asset Management, LLC | 59,198 | $5.06M | 0.38% | +1,481+2.6% | Added |
| CBOE Vest Financial, LLC | 59,292 | $5.07M | 0.47% | +43,259+269.8% | Added |
| Coldstream Capital Management Inc | 59,480 | $5.08M | 0.16% | −1,030−1.7% | Reduced |
| iA Global Asset Management Inc. | 59,530 | $5.08M | 0.13% | +59,530 | New |
| Banque Cantonale Vaudoise | 60,435 | $5.16M | 0.24% | −35,600−37.1% | Reduced |
| Albion Financial Group | 60,500 | $5.17M | 0.45% | +4,880+8.8% | Added |
| Bernzott Capital Advisors | 60,545 | $5.17M | 1.12% | −1,179−1.9% | Reduced |
| Assenagon Asset Management S.A. | 61,012 | $5.21M | 0.02% | +4,068+7.1% | Added |
| Illinois Municipal Retirement Fund | 61,276 | $5.23M | 0.11% | −35,103−36.4% | Reduced |
| Lido Advisors, LLC | 61,553 | $5.26M | 0.06% | +8,125+15.2% | Added |
| Becker Capital Management Inc | 62,543 | $5.34M | 0.20% | +12,811+25.8% | Added |
| D L Carlson Investment Group Inc | 62,905 | $5.37M | 1.03% | +910+1.5% | Added |
| Tudor Investment Corp Et Al | 63,119 | $5.39M | 0.09% | +56,047+792.5% | Added |
| Signet Financial Management, LLC | 63,359 | $5.41M | 0.86% | −248−0.4% | Reduced |
| New Mexico Educational Retirement Board | 63,510 | $5.42M | 0.24% | +2,500+4.1% | Added |
| PEAK6 Investments LLC | 63,544 | $5.43M | 0.46% | +2,712+4.5% | Added |
| Avantax Advisory Services, Inc. | 63,726 | $5.44M | 0.06% | +6,567+11.5% | Added |
| Northern Oak Wealth Management Inc | 64,002 | $5.47M | 0.65% | −4,917−7.1% | Reduced |
| Iowa State Bank | 64,059 | $5.47M | 1.37% | −1,860−2.8% | Reduced |
| Advisor Partners II, LLC | 64,205 | $5.48M | 0.26% | +1,866+3.0% | Added |
| Hudson Valley Investment Advisors Inc | 64,656 | $5.52M | 0.75% | +6,442+11.1% | Added |
| Wolverine Asset Management LLC | 64,788 | $5.53M | 0.10% | +64,788 | New |
| Baxter Bros Inc | 65,584 | $5.60M | 0.83% | −294−0.4% | Reduced |
| Principal Street Partners, LLC | 66,611 | $5.69M | 1.35% | −3,979−5.6% | Reduced |
| Coronation Fund Managers Ltd. | 67,642 | $5.78M | 0.16% | −3,871−5.4% | Reduced |
| German American Bancorp, Inc. | 67,874 | $5.80M | 0.82% | +181+0.3% | Added |
| Integrated Advisors Network LLC | 69,814 | $5.96M | 0.34% | −5,230−7.0% | Reduced |
| Ballentine Partners, LLC | 70,616 | $6.03M | 0.14% | −2,791−3.8% | Reduced |
| Stonegate Investment Group, LLC | 71,104 | $6.07M | 0.22% | −672−0.9% | Reduced |
| Cyrus J. Lawrence, LLC | 71,205 | $6.08M | 1.75% | +349+0.5% | Added |
| Banque Pictet & Cie SA | 71,563 | $6.11M | 0.05% | −1,378−1.9% | Reduced |
| Baugh & Associates, LLC | 71,679 | $6.12M | 3.69% | +1,583+2.3% | Added |
| Oliver Luxxe Assets LLC | 72,140 | $6.16M | 1.54% | −353−0.5% | Reduced |
| Stephens Inc | 72,248 | $6.17M | 0.11% | +21,251+41.7% | Added |
| Andra AP-fonden | 72,511 | $6.19M | 0.16% | +14,600+25.2% | Added |
| Montag A & Associates Inc | 72,855 | $6.22M | 0.38% | −340.0% | Reduced |
| Advocate Group LLC | 73,419 | $6.27M | 1.38% | +1,895+2.6% | Added |
| Avitas Wealth Management LLC | 73,717 | $6.30M | 1.14% | +722+1.0% | Added |
| Scotia Capital Inc. | 73,939 | $6.31M | 0.04% | −1,331−1.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 74,414 | $6.35M | 0.01% | −117,630−61.3% | Reduced |
| Lyell Wealth Management, LP | 74,534 | $6.37M | 0.81% | +4,411+6.3% | Added |
| Westbourne Investment Advisors, Inc. | 74,729 | $6.38M | 2.86% | +1,227+1.7% | Added |
| Cetera Advisor Networks LLC | 78,681 | $6.39M | 0.04% | +2,413+3.2% | Added |
| Sit Investment Associates Inc | 74,840 | $6.39M | 0.17% | −4,505−5.7% | Reduced |
| Viking Fund Management LLC | 75,000 | $6.41M | 1.21% | +10,000+15.4% | Added |
| Atria Investments LLC | 75,055 | $6.41M | 0.12% | −1,400−1.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 75,356 | $6.44M | 0.03% | −290,147−79.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 75,883 | $6.48M | 0.58% | +831+1.1% | Added |
| D.A. Davidson & Co. | 76,216 | $6.51M | 0.07% | −8,620−10.2% | Reduced |
| Howe & Rusling Inc | 76,435 | $6.53M | 0.73% | +416+0.5% | Added |
| Amica Mutual Insurance Co | 77,433 | $6.61M | 0.75% | +7,377+10.5% | Added |
| Logan Capital Management Inc | 77,815 | $6.65M | 0.32% | −974−1.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 78,177 | $6.68M | 0.13% | +59,305+314.2% | Added |
| La Banque Postale Asset Management SA | 78,203 | $6.68M | 0.16% | −13,150−14.4% | Reduced |
| Cresset Asset Management, LLC | 78,580 | $6.71M | 0.05% | +50,887+183.8% | Added |
| Hennessy Advisors Inc | 78,600 | $6.71M | 0.48% | −5,000−6.0% | Reduced |
| Hourglass Capital, LLC | 78,742 | $6.72M | 2.34% | −2,950−3.6% | Reduced |
| Kestra Private Wealth Services, LLC | 78,842 | $6.73M | 0.23% | +2,040+2.7% | Added |
| Burns J W & Co Inc | 79,195 | $6.76M | 1.08% | −881−1.1% | Reduced |
| Banco Santander, S.A. | 79,292 | $6.77M | 0.09% | −4,948−5.9% | Reduced |