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 |
|---|---|---|---|---|---|
| Ten Capital Wealth Advisors, LLC | 1,410 | $120.0K | 0.03% | −65−4.4% | Reduced |
| Riverview Trust Co | 1,422 | $121.4K | 0.11% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,449 | $124.0K | 0.01% | −2,472−63.0% | Reduced |
| Roble, Belko & Company, Inc | 1,453 | $124.0K | 0.02% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,464 | $125.0K | 0.02% | −910−38.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $128.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,500 | $128.1K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,538 | $131.3K | 0.11% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,560 | $133.2K | 0.00% | +303+24.1% | Added |
| Thompson Investment Management, Inc. | 1,562 | $133.4K | 0.02% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,585 | $135.4K | 0.02% | +104+7.0% | Added |
| Carmel Capital Partners, LLC | 1,591 | $135.9K | 0.07% | −1,343−45.8% | Reduced |
| Castleview Partners, LLC | 1,601 | $136.7K | 0.12% | −972−37.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,605 | $137.0K | 0.10% | −191−10.6% | Reduced |
| Bogart Wealth, LLC | 1,625 | $138.8K | 0.01% | −40−2.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,663 | $142.0K | 0.01% | −43,750−96.3% | Reduced |
| BerganKDV Wealth Management, LLC | 1,673 | $142.9K | 0.01% | −256−13.3% | Reduced |
| Clear Street Markets LLC | 1,702 | $145.0K | 0.06% | −862−33.6% | Reduced |
| PFG Private Wealth Management, LLC | 1,715 | $146.5K | 0.09% | +289+20.3% | Added |
| Grove Bank & Trust | 1,764 | $150.6K | 0.03% | −21−1.2% | Reduced |
| LJI Wealth Management, LLC | 14,849 | $150.9K | 0.04% | +14,849 | New |
| Endurance Wealth Management, Inc. | 1,767 | $151.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,778 | $151.8K | 0.01% | +69+4.0% | Added |
| Blue Bell Private Wealth Management, LLC | 1,789 | $152.8K | 0.04% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1,798 | $154.0K | 0.07% | +1,798 | New |
| IMA Wealth, Inc. | 1,804 | $154.1K | 0.04% | −38−2.1% | Reduced |
| BDO Wealth Advisors, LLC | 1,834 | $156.6K | 0.02% | +728+65.8% | Added |
| Harvest Fund Management Co., Ltd | 1,848 | $158.0K | 0.03% | −1,122−37.8% | Reduced |
| Brown Shipley& Co Ltd | 1,874 | $160.0K | 0.07% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,885 | $161.0K | 0.02% | +538+39.9% | Added |
| Godsey & Gibb Associates | 1,911 | $163.2K | 0.02% | +75+4.1% | Added |
| Emfo, LLC | 2,000 | $170.8K | 0.15% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 2,044 | $174.6K | 0.02% | −10,703−84.0% | Reduced |
| Independence Bank of Kentucky | 2,099 | $179.3K | 0.07% | +45+2.2% | Added |
| Baystate Wealth Management LLC | 2,106 | $179.9K | 0.01% | +94+4.7% | Added |
| Boyd Watterson Asset Management LLC | 2,130 | $181.9K | 0.07% | +8+0.4% | Added |
| Johnson Financial Group, Inc. | 2,169 | $185.2K | 0.01% | −235−9.8% | Reduced |
| Motco | 2,183 | $186.4K | 0.01% | +99+4.8% | Added |
| Harbour Investments, Inc. | 2,190 | $187.0K | 0.01% | −45−2.0% | Reduced |
| First National Bank of South Miami | 2,196 | $187.5K | 0.15% | −154−6.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,200 | $187.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,269 | $193.8K | 0.05% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,300 | $196.4K | 0.10% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,305 | $196.8K | 0.03% | +201+9.6% | Added |
| Sutton Wealth Advisors Inc. | 2,316 | $197.8K | 0.10% | +495+27.2% | Added |
| First Affirmative Financial Network | 2,342 | $200.0K | 0.20% | +2,342 | New |
| Karpas Strategies, LLC | 2,351 | $200.8K | 0.07% | +17+0.7% | Added |
| HFG Advisors, Inc. | 2,355 | $201.1K | 0.21% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,301 | $201.8K | 0.01% | −590−20.4% | Reduced |
| Daymark Wealth Partners, LLC | 2,367 | $202.1K | 0.02% | −289−10.9% | Reduced |
| Werba Rubin Papier Wealth Management | 2,371 | $202.5K | 0.07% | +10.0% | Added |
| Vicus Capital | 2,371 | $202.5K | 0.02% | +87+3.8% | Added |
| Aft, Forsyth & Company, Inc. | 2,385 | $203.7K | 0.14% | +100+4.4% | Added |
| Founders Financial Alliance, LLC | 2,393 | $204.4K | 0.08% | +2,393 | New |
| PFG Advisors | 2,400 | $205.0K | 0.02% | +12+0.5% | Added |
| Mayfair Advisory Group, LLC | 2,467 | $205.6K | 0.21% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,416 | $206.3K | 0.03% | +600+33.0% | Added |
| Boston Trust Walden Corp | 2,423 | $206.9K | 0.00% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 2,426 | $207.2K | 0.12% | −64−2.6% | Reduced |
| Primoris Wealth Advisors, LLC | 2,429 | $207.4K | 0.23% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,434 | $207.9K | 0.06% | −249−9.3% | Reduced |
| Circle Wealth Management, LLC | 2,447 | $209.0K | 0.03% | −2,189−47.2% | Reduced |
| Hemington Wealth Management | 2,450 | $209.0K | 0.08% | −92−3.6% | Reduced |
| Birch Hill Investment Advisors LLC | 2,451 | $209.3K | 0.01% | +2,451 | New |
| Norway Savings Bank | 2,453 | $209.5K | 0.11% | −250−9.2% | Reduced |
| IVC Wealth Advisors LLC | 2,457 | $209.8K | 0.13% | −92−3.6% | Reduced |
| Pflug Koory, LLC | 2,459 | $210.0K | 0.11% | −35−1.4% | Reduced |
| Advisory Research Inc | 2,465 | $210.5K | 0.03% | +2,465 | New |
| M&R Capital Management Inc | 2,468 | $210.8K | 0.06% | −1,229−33.2% | Reduced |
| Baker Avenue Asset Management, LP | 2,475 | $211.4K | 0.01% | +267+12.1% | Added |
| Provence Wealth Management Group | 2,480 | $211.8K | 0.12% | −663−21.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,484 | $212.2K | 0.05% | +68+2.8% | Added |
| Pine Valley Investments Ltd Liability Co | 2,486 | $212.3K | 0.02% | +2,486 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2,500 | $213.0K | 0.11% | −2,420−49.2% | Reduced |
| Beck Mack & Oliver LLC | 2,500 | $213.5K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,500 | $214.0K | 0.10% | 00.0% | Unchanged |
| Doheny Asset Management | 2,523 | $215.0K | 0.18% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,521 | $215.3K | 0.15% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 2,523 | $215.5K | 0.03% | +193+8.3% | Added |
| Bangor Savings Bank | 2,525 | $215.6K | 0.02% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,538 | $216.8K | 0.06% | +2,538 | New |
| Sandy Spring Bank | 2,542 | $217.1K | 0.01% | −83−3.2% | Reduced |
| Horizon Wealth Management, LLC | 2,546 | $217.4K | 0.09% | +3+0.1% | Added |
| McLean Asset Management Corp | 2,551 | $217.8K | 0.09% | −227−8.2% | Reduced |
| Industrial Alliance Investment Management Inc. | 2,550 | $218.0K | 0.11% | −55,290−95.6% | Reduced |
| N.E.W. Advisory Services LLC | 2,562 | $218.9K | 0.03% | −29−1.1% | Reduced |
| Summit Global Investments | 2,563 | $219.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,568 | $219.3K | 0.09% | +98+4.0% | Added |
| Lifestyle Asset Management, Inc. | 2,570 | $219.5K | 0.13% | +40+1.6% | Added |
| Ethos Financial Group, LLC | 2,512 | $220.6K | 0.07% | 00.0% | Unchanged |
| Welch Group, LLC | 2,588 | $221.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,591 | $221.3K | 0.11% | −574−18.1% | Reduced |
| Kennedy Investment Group | 2,591 | $221.3K | 0.13% | +2,591 | New |
| Oakworth Capital, Inc. | 2,593 | $221.4K | 0.02% | −107−4.0% | Reduced |
| Zhang Financial LLC | 2,623 | $224.0K | 0.02% | +2,623 | New |
| Soltis Investment Advisors LLC | 2,625 | $224.1K | 0.03% | +170+6.9% | Added |
| Brandywine Oak Private Wealth LLC | 2,628 | $224.4K | 0.03% | +117+4.7% | Added |
| Sepio Capital, LP | 2,635 | $225.0K | 0.02% | −378−12.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,636 | $225.1K | 0.10% | −3−0.1% | Reduced |
| Wellington Shields Capital Management, LLC | 2,637 | $225.2K | 0.03% | 00.0% | Unchanged |