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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 79,686 | $6.81M | 0.04% | +79,686 | New |
| McGuire Investment Group, LLC | 79,914 | $6.82M | 1.27% | −1,913−2.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 80,492 | $6.87M | 0.74% | +80,492 | New |
| DCM Advisors, LLC | 80,579 | $6.88M | 2.95% | −293−0.4% | Reduced |
| Louisiana State Employees Retirement System | 80,600 | $6.88M | 0.15% | −4,300−5.1% | Reduced |
| White Pine Investment CO | 80,720 | $6.89M | 2.38% | −559−0.7% | Reduced |
| Private Advisor Group, LLC | 79,720 | $6.92M | 0.06% | −7,353−8.4% | Reduced |
| Pacer Advisors, Inc. | 81,021 | $6.92M | 0.03% | −782−1.0% | Reduced |
| Kinneret Advisory, LLC | 82,736 | $7.07M | 0.84% | 00.0% | Unchanged |
| Capital International Sarl | 84,048 | $7.18M | 0.32% | −8,232−8.9% | Reduced |
| Virginia Retirement Systems Et Al | 84,100 | $7.18M | 0.07% | +84,100 | New |
| Easterly Investment Partners LLC | 84,444 | $7.21M | 0.65% | +18,511+28.1% | Added |
| Exchange Traded Concepts, LLC | 84,721 | $7.24M | 0.18% | +83,035+4,925.0% | Added |
| Fiduciary Alliance LLC | 84,812 | $7.24M | 1.56% | +17,066+25.2% | Added |
| Capstone Investment Advisors, LLC | 84,880 | $7.25M | 0.21% | +33,658+65.7% | Added |
| Capital International Ltd | 88,665 | $7.57M | 0.42% | −20,514−18.8% | Reduced |
| Prudential PLC | 89,346 | $7.63M | 0.09% | −806−0.9% | Reduced |
| Telemus Capital, LLC | 90,712 | $7.75M | 0.65% | +641+0.7% | Added |
| Ci Investments Inc. | 90,885 | $7.76M | 0.04% | −139,446−60.5% | Reduced |
| Aptus Capital Advisors, LLC | 90,973 | $7.77M | 0.23% | −5,838−6.0% | Reduced |
| Bokf, NA | 91,330 | $7.80M | 0.16% | −3,506−3.7% | Reduced |
| Maryland State Retirement & Pension System | 91,849 | $7.84M | 0.17% | −5,755−5.9% | Reduced |
| AQR Capital Management LLC | 91,893 | $7.85M | 0.02% | −3,459−3.6% | Reduced |
| Hartford Investment Management Co | 92,000 | $7.86M | 0.30% | −18,582−16.8% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $7.86M | 0.87% | 00.0% | Unchanged |
| Synovus Financial Corp | 92,760 | $7.92M | 0.09% | +4,710+5.3% | Added |
| Abn Amro Investment Solutions | 94,868 | $8.10M | 0.16% | −43,944−31.7% | Reduced |
| AE Wealth Management LLC | 95,044 | $8.12M | 0.05% | +13,977+17.2% | Added |
| Cetera Investment Advisers | 98,968 | $8.13M | 0.07% | +5,027+5.4% | Added |
| Mizuho Markets Cayman LP | 95,238 | $8.13M | 1.57% | +95,238 | New |
| General Pension Society PZU Joint Stock Co | 97,369 | $8.32M | 2.93% | 00.0% | Unchanged |
| Capital Analysts, LLC | 97,639 | $8.34M | 0.46% | +4,831+5.2% | Added |
| Edmond de Rothschild Holding S.A. | 98,188 | $8.39M | 0.17% | −4,977−4.8% | Reduced |
| Ieq Capital, LLC | 98,919 | $8.45M | 0.17% | −8,841−8.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 100,000 | $8.54M | 0.04% | +100,000 | New |
| Liontrust Investment Partners LLP | 100,000 | $8.54M | 0.12% | +100,000 | New |
| Oak Harvest Investment Services | 100,588 | $8.59M | 1.93% | +15,976+18.9% | Added |
| Lowe Brockenbrough & Co Inc | 100,886 | $8.62M | 0.65% | +1,673+1.7% | Added |
| CWM, LLC | 101,100 | $8.63M | 0.05% | +11,530+12.9% | Added |
| Intact Investment Management Inc. | 101,400 | $8.66M | 0.35% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 101,444 | $8.66M | 0.10% | +169+0.2% | Added |
| Advisors Asset Management, Inc. | 101,475 | $8.67M | 0.18% | −2,804−2.7% | Reduced |
| Socorro Asset Management LP | 101,636 | $8.68M | 3.67% | 00.0% | Unchanged |
| New Republic Capital, LLC | 102,070 | $8.72M | 6.05% | −230.0% | Reduced |
| JustInvest LLC | 102,296 | $8.74M | 0.27% | +4,282+4.4% | Added |
| Westpac Banking Corp | 103,374 | $8.83M | 0.62% | −227,444−68.8% | Reduced |
| Power Corp of Canada | 104,077 | $8.89M | 0.92% | +7,174+7.4% | Added |
| Kentucky Retirement Systems | 104,739 | $8.95M | 0.30% | +1,438+1.4% | Added |
| Daiwa Securities Group Inc. | 105,523 | $9.01M | 0.06% | +1,226+1.2% | Added |
| Cramer Rosenthal McGlynn LLC | 105,670 | $9.02M | 0.45% | −13,153−11.1% | Reduced |
| Castleark Management LLC | 105,960 | $9.05M | 0.41% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 105,967 | $9.05M | 0.08% | +24,097+29.4% | Added |
| Annex Advisory Services, LLC | 105,998 | $9.05M | 0.50% | +105,998 | New |
| BTC Capital Management, Inc. | 106,163 | $9.06M | 0.98% | −3,178−2.9% | Reduced |
| Securian Asset Management, Inc | 106,237 | $9.07M | 0.23% | −1,765−1.6% | Reduced |
| Ziegler Capital Management, LLC | 106,640 | $9.11M | 0.35% | −4,591−4.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 106,653 | $9.11M | 0.01% | −45,241−29.8% | Reduced |
| Flputnam Investment Management Co | 108,519 | $9.27M | 0.25% | −5,330−4.7% | Reduced |
| Shelton Capital Management | 109,594 | $9.36M | 0.34% | −13,709−11.1% | Reduced |
| Capital Group Private Client Services, Inc. | 110,339 | $9.42M | 0.11% | −334−0.3% | Reduced |
| Brinker Capital Investments, LLC | 111,802 | $9.55M | 0.10% | −6,670−5.6% | Reduced |
| Orion Portfolio Solutions, LLC | 111,802 | $9.55M | 0.10% | −6,670−5.6% | Reduced |
| Winslow Capital Management, LLC | 113,028 | $9.65M | 0.04% | −790−0.7% | Reduced |
| British Columbia Investment Management Corp | 113,342 | $9.68M | 0.09% | +222+0.2% | Added |
| Fred Alger Management, LLC | 113,974 | $9.73M | 0.05% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 116,862 | $9.98M | 0.39% | +116,862 | New |
| B. Metzler seel. Sohn & Co. AG | 120,560 | $10.3M | 0.14% | −6,119−4.8% | Reduced |
| Grassi Investment Management | 121,025 | $10.3M | 1.14% | −1,700−1.4% | Reduced |
| Norinchukin Bank, The | 122,049 | $10.4M | 0.17% | +45,115+58.6% | Added |
| Ethic Inc. | 122,180 | $10.4M | 0.39% | −1,808−1.5% | Reduced |
| Brown Advisory Inc | 124,552 | $10.6M | 0.02% | +10,810+9.5% | Added |
| Capital International Inc | 124,567 | $10.6M | 0.19% | +22,409+21.9% | Added |
| Gulf International Bank (UK) Ltd | 126,669 | $10.8M | 0.27% | −40,346−24.2% | Reduced |
| Wealthfront Advisers LLC | 126,809 | $10.8M | 0.05% | −15,964−11.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 127,078 | $10.9M | 0.17% | +20,980+19.8% | Added |
| Polar Capital Holdings Plc | 127,872 | $10.9M | 0.07% | +18,419+16.8% | Added |
| Mark Asset Management LP | 129,229 | $11.0M | 1.93% | −25,327−16.4% | Reduced |
| Telos Capital Management, Inc. | 130,517 | $11.1M | 1.49% | +607+0.5% | Added |
| Elo Mutual Pension Insurance Co | 130,726 | $11.2M | 0.33% | +29,513+29.2% | Added |
| Erste Asset Management GmbH | 131,037 | $11.2M | 0.20% | −45,373−25.7% | Reduced |
| Edge Capital Group, LLC | 131,198 | $11.2M | 0.64% | +3,508+2.7% | Added |
| Hancock Whitney Corp | 132,393 | $11.3M | 0.44% | +98,956+295.9% | Added |
| Fukoku Mutual Life Insurance Co | 134,951 | $11.5M | 1.09% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 135,913 | $11.6M | 0.10% | −3,474−2.5% | Reduced |
| FineMark National Bank & Trust | 136,248 | $11.6M | 0.48% | +728+0.5% | Added |
| Argent Trust Co | 136,466 | $11.7M | 0.63% | +8,777+6.9% | Added |
| Payden & Rygel | 137,610 | $11.8M | 0.83% | −190,590−58.1% | Reduced |
| Crestwood Advisors Group LLC | 138,002 | $11.8M | 0.37% | +921+0.7% | Added |
| Wade G W & Inc | 138,388 | $11.8M | 0.43% | −8,783−6.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 141,338 | $12.1M | 0.04% | −30,521−17.8% | Reduced |
| Peapack Gladstone Financial Corp | 142,061 | $12.1M | 0.22% | +8,919+6.7% | Added |
| Cullinan Associates Inc | 145,919 | $12.5M | 0.68% | +5,351+3.8% | Added |
| Appleton Partners Inc | 147,606 | $12.6M | 1.06% | +7,307+5.2% | Added |
| Copeland Capital Management, LLC | 147,640 | $12.6M | 0.26% | +72,984+97.8% | Added |
| Wesbanco Bank Inc | 147,685 | $12.6M | 0.53% | +62,696+73.8% | Added |
| Xponance, Inc. | 149,937 | $12.8M | 0.17% | −2,711−1.8% | Reduced |
| Credit Agricole S A | 149,990 | $12.8M | 0.42% | +53,552+55.5% | Added |
| Bessemer Group Inc | 150,302 | $12.8M | 0.03% | +1,393+0.9% | Added |
| Pittenger & Anderson Inc | 153,099 | $13.1M | 0.63% | −920−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 153,610 | $13.1M | 0.06% | −15,732−9.3% | Reduced |