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; 2,745 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 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| 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 |
|---|---|---|---|---|---|
| Johnson Midwest Financial, LLC | 324 | $27.7K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 333 | $28.4K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 333 | $28.5K | 0.01% | +64+23.8% | Added |
| West Branch Capital LLC | 348 | $29.7K | 0.01% | +348 | New |
| Tortoise Investment Management, LLC | 356 | $30.4K | 0.00% | +208+140.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 368 | $31.4K | 0.01% | −68−15.6% | Reduced |
| Compagnie Lombard Odier SCmA | 375 | $32.0K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 380 | $32.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 382 | $32.6K | 0.01% | −13−3.3% | Reduced |
| Beacon Capital Management, LLC | 384 | $32.8K | 0.01% | +376+4,700.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 400 | $34.2K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 429 | $37.0K | 0.00% | +409+2,045.0% | Added |
| Abound Wealth Management | 434 | $37.1K | 0.02% | +42+10.7% | Added |
| Steward Financial Group LLC | 480 | $40.0K | 0.01% | +480 | New |
| Northwest Capital Management Inc | 475 | $40.6K | 0.02% | +475 | New |
| Moisand Fitzgerald Tamayo, LLC | 484 | $41.3K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 500 | $43.0K | 0.03% | −500−50.0% | Reduced |
| Cedar Wealth Management, LLC | 527 | $45.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 529 | $45.2K | 0.01% | +425+408.7% | Added |
| Adirondack Retirement Specialists, Inc. | 532 | $45.4K | 0.04% | +532 | New |
| Evermay Wealth Management LLC | 533 | $45.5K | 0.01% | +15+2.9% | Added |
| Baldwin Brothers Inc | 535 | $45.7K | 0.00% | −55−9.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 537 | $45.9K | 0.02% | +45+9.1% | Added |
| Hartford Financial Management Inc. | 550 | $47.0K | 0.01% | +550 | New |
| America First Investment Advisors, LLC | 556 | $47.5K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 560 | $47.8K | 0.02% | −200−26.3% | Reduced |
| Truvestments Capital LLC | 561 | $47.9K | 0.02% | +561 | New |
| ORG Partners LLC | 570 | $49.0K | 0.01% | +570 | New |
| Horrell Capital Management, Inc. | 583 | $50.0K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 586 | $50.0K | 0.02% | +63+12.0% | Added |
| Osterweis Capital Management Inc | 590 | $50.4K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $51.2K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 603 | $51.5K | 0.01% | +32+5.6% | Added |
| SRS Capital Advisors, Inc. | 605 | $51.7K | 0.01% | +54+9.8% | Added |
| Bell Investment Advisors, Inc | 606 | $51.8K | 0.01% | −1−0.2% | Reduced |
| Vigilant Capital Management, LLC | 613 | $52.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 608 | $52.0K | 0.01% | +8+1.3% | Added |
| TSFG, LLC | 620 | $53.0K | 0.02% | +107+20.9% | Added |
| LFA - Lugano Financial Advisors SA | 625 | $53.4K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 661 | $56.4K | 0.04% | −150−18.5% | Reduced |
| Covestor Ltd | 665 | $57.0K | 0.04% | −80−10.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 713 | $58.3K | 0.06% | −100−12.3% | Reduced |
| Twin Lakes Capital Management, LLC | 720 | $61.5K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 735 | $62.8K | 0.04% | +62+9.2% | Added |
| HHM Wealth Advisors, LLC | 741 | $63.3K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 742 | $63.4K | 0.03% | +4+0.5% | Added |
| Coppell Advisory Solutions LLC | 753 | $64.2K | 0.02% | +753 | New |
| Eukles Asset Management | 753 | $64.3K | 0.03% | −17−2.2% | Reduced |
| Horan Securities, Inc. | 759 | $64.8K | 0.03% | +1+0.1% | Added |
| Clearview Wealth Advisors LLC | 759 | $64.8K | 0.07% | +3+0.4% | Added |
| O'Dell Group, LLC | 766 | $65.4K | 0.02% | +766 | New |
| Creative Financial Designs Inc | 785 | $67.0K | 0.01% | +4+0.5% | Added |
| Rocky Mountain Advisers, LLC | 786 | $69.0K | 0.04% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 837 | $71.5K | 0.04% | +837 | New |
| Colonial Trust Co | 851 | $72.7K | 0.02% | +109+14.7% | Added |
| Founders Capital Management | 870 | $74.3K | 0.05% | −229−20.8% | Reduced |
| Atticus Wealth Management, LLC | 872 | $74.5K | 0.03% | +17+2.0% | Added |
| Arlington Partners LLC | 874 | $74.6K | 0.01% | +583+200.3% | Added |
| Buck Wealth Strategies, LLC | 916 | $78.2K | 0.03% | +865+1,696.1% | Added |
| Hillsdale Investment Management Inc. | 930 | $79.4K | 0.01% | −20−2.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 966 | $82.0K | 0.05% | +76+8.5% | Added |
| Tilia Fiduciary Partners, Inc. | 963 | $82.2K | 0.07% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 969 | $82.8K | 0.04% | +749+340.5% | Added |
| Brown, Lisle/Cummings, Inc. | 975 | $83.3K | 0.04% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 981 | $83.7K | 0.02% | +6+0.6% | Added |
| Rise Advisors, LLC | 996 | $85.1K | 0.07% | −17−1.7% | Reduced |
| Citizens National Bank Trust Department | 1,000 | $85.4K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,000 | $85.4K | 0.04% | +1,000 | New |
| SOA Wealth Advisors, LLC. | 1,007 | $86.0K | 0.02% | +283+39.1% | Added |
| Stonebridge Capital Advisors LLC | 1,010 | $86.3K | 0.01% | −483−32.4% | Reduced |
| Sound Income Strategies, LLC | 1,028 | $87.8K | 0.01% | +57+5.9% | Added |
| Centennial Bank | 1,031 | $88.0K | 0.06% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,033 | $88.2K | 0.00% | −24,733−96.0% | Reduced |
| PSI Advisors, LLC | 1,038 | $88.6K | 0.04% | +50+5.1% | Added |
| Global Financial Private Client, LLC | 1,050 | $90.7K | 0.04% | −40−3.7% | Reduced |
| Tobam | 1,074 | $92.0K | 0.01% | +437+68.6% | Added |
| GeoWealth Management, LLC | 1,090 | $94.0K | 0.01% | +106+10.8% | Added |
| FinTrust Capital Advisors, LLC | 1,117 | $95.0K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,156 | $98.7K | 0.08% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,161 | $99.2K | 0.01% | −78−6.3% | Reduced |
| Hanson & Doremus Investment Management | 1,186 | $101.0K | 0.02% | +61+5.4% | Added |
| Register Financial Advisors LLC | 1,189 | $101.5K | 0.07% | +650+120.6% | Added |
| Carolinas Wealth Consulting LLC | 1,190 | $101.6K | 0.02% | −51−4.1% | Reduced |
| Cranbrook Wealth Management, LLC | 1,190 | $101.6K | 0.03% | −235−16.5% | Reduced |
| Ulland Investment Advisors, LLC | 1,208 | $103.0K | 0.11% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,212 | $103.5K | 0.03% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 1,214 | $103.7K | 0.05% | +1,214 | New |
| Resources Management Corp | 1,215 | $104.0K | 0.02% | +481+65.5% | Added |
| JFS Wealth Advisors, LLC | 1,222 | $104.4K | 0.01% | −40−3.2% | Reduced |
| Dividend Assets Capital, LLC | 1,233 | $105.0K | 0.02% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,240 | $105.9K | 0.03% | +1,240 | New |
| Farmers & Merchants Investments Inc | 1,245 | $106.3K | 0.00% | −565−31.2% | Reduced |
| Armstrong Advisory Group, Inc | 1,255 | $107.2K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,268 | $108.3K | 0.01% | +1,268 | New |
| Credential Qtrade Securities Inc. | 1,316 | $112.4K | 0.01% | −579−30.6% | Reduced |
| West Paces Advisors Inc. | 1,337 | $114.2K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,357 | $115.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,366 | $116.7K | 0.01% | −4−0.3% | Reduced |
| Laffer Tengler Investments | 1,379 | $117.8K | 0.03% | −38−2.7% | Reduced |
| Gleason Group, Inc. | 1,404 | $119.9K | 0.03% | +13+0.9% | Added |