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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 2,646 | $226.0K | 0.05% | +192+7.8% | Added |
| Congress Park Capital LLC | 2,650 | $226.3K | 0.13% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,663 | $227.4K | 0.04% | +360+15.6% | Added |
| Lazari Capital Management, Inc. | 2,672 | $228.2K | 0.13% | +2,672 | New |
| Buffington Mohr McNeal | 2,675 | $228.4K | 0.05% | −150−5.3% | Reduced |
| Argent Advisors, Inc. | 2,680 | $228.9K | 0.10% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,700 | $230.6K | 0.13% | +1,051+63.7% | Added |
| Gyroscope Capital Management Group, LLC | 2,700 | $230.6K | 0.05% | +2,700 | New |
| Reik & Co., LLC | 2,703 | $230.8K | 0.06% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,719 | $232.2K | 0.08% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 2,724 | $232.6K | 0.08% | +10+0.4% | Added |
| Pallas Capital Advisors LLC | 2,701 | $233.3K | 0.01% | −3,669−57.6% | Reduced |
| Pathway Financial Advisors LLC | 2,737 | $233.7K | 0.08% | −83−2.9% | Reduced |
| Associated Banc-Corp | 2,749 | $234.8K | 0.01% | +91+3.4% | Added |
| Key Financial Inc | 2,751 | $234.9K | 0.08% | +175+6.8% | Added |
| Brookfield Asset Management Inc. | 2,753 | $235.1K | 0.00% | −13,165−82.7% | Reduced |
| Phillips Wealth Planners LLC | 2,756 | $235.4K | 0.31% | +43+1.6% | Added |
| Private Capital Management LLC | 2,756 | $235.4K | 0.07% | −280−9.2% | Reduced |
| Willow Creek Wealth Management Inc. | 2,762 | $235.9K | 0.03% | +19+0.7% | Added |
| Eagle Strategies LLC | 2,762 | $235.9K | 0.06% | +128+4.9% | Added |
| Planned Solutions, Inc. | 2,772 | $236.7K | 0.14% | 00.0% | Unchanged |
| Wrapmanager Inc | 2,775 | $237.0K | 0.07% | −647−18.9% | Reduced |
| Fortis Group Advisors, LLC | 2,779 | $237.3K | 0.06% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2,797 | $238.9K | 0.07% | −218−7.2% | Reduced |
| Cantor Fitzgerald, L. P. | 2,798 | $238.9K | 0.01% | +198+7.6% | Added |
| Mirabella Financial Services LLP | 2,800 | $239.1K | 0.03% | −4,910−63.7% | Reduced |
| Girard Partners Ltd. | 2,812 | $240.2K | 0.03% | −621−18.1% | Reduced |
| Perfromance Wealth Partners, LLC | 2,798 | $240.4K | 0.01% | −100−3.5% | Reduced |
| Bragg Financial Advisors, Inc | 2,821 | $240.9K | 0.01% | −366−11.5% | Reduced |
| Kingfisher Capital LLC | 2,826 | $241.0K | 0.06% | +281+11.0% | Added |
| Windsor Group LTD | 2,820 | $241.0K | 0.04% | +308+12.3% | Added |
| Vantage Consulting Group Inc | 2,842 | $242.7K | 0.14% | +16+0.6% | Added |
| Syntax Advisors, LLC | 2,842 | $242.7K | 0.20% | +16+0.6% | Added |
| Enterprise Financial Services Corp | 2,843 | $242.8K | 0.15% | −147−4.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,840 | $243.0K | 0.00% | +2,840 | New |
| Navis Wealth Advisors, LLC | 2,862 | $244.4K | 0.22% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,862 | $244.4K | 0.03% | +192+7.2% | Added |
| Interchange Capital Partners, LLC | 2,884 | $246.2K | 0.19% | −10,432−78.3% | Reduced |
| Keystone Financial Group | 2,886 | $246.5K | 0.04% | +2,886 | New |
| Mastrapasqua Asset Management Inc | 2,900 | $247.7K | 0.03% | −100−3.3% | Reduced |
| Apexium Financial, LP | 2,904 | $248.0K | 0.02% | +2,904 | New |
| American State Bank (Iowa) | 2,908 | $248.3K | 0.17% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,908 | $248.3K | 0.02% | +2,908 | New |
| Coastal Investment Advisors, Inc. | 2,911 | $248.6K | 0.05% | −13−0.4% | Reduced |
| SageView Advisory Group, LLC | 2,938 | $250.9K | 0.01% | −31−1.0% | Reduced |
| Glen Eagle Advisors, LLC | 2,948 | $251.8K | 0.06% | −2,062−41.2% | Reduced |
| Valmark Advisers, Inc. | 2,949 | $251.8K | 0.01% | +62+2.1% | Added |
| Tributary Capital Management, LLC | 2,950 | $251.9K | 0.02% | −1,120−27.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 2,952 | $252.1K | 0.09% | +32+1.1% | Added |
| Advus Financial Partners, LLC | 2,963 | $253.0K | 0.10% | −435−12.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,968 | $253.5K | 0.07% | −100−3.3% | Reduced |
| O'Rourke & Company, Inc | 2,978 | $254.0K | 0.18% | +16+0.5% | Added |
| Crewe Advisors LLC | 2,977 | $254.2K | 0.04% | +149+5.3% | Added |
| NBT Bank N A | 2,982 | $254.7K | 0.04% | −325−9.8% | Reduced |
| Moloney Securities Asset Management, LLC | 2,986 | $255.0K | 0.05% | −7,616−71.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,990 | $255.3K | 0.07% | +489+19.6% | Added |
| TD Ameritrade Investment Management, LLC | 2,994 | $256.0K | 0.00% | −445−12.9% | Reduced |
| SOL Capital Management CO | 3,000 | $256.0K | 0.04% | −120−3.8% | Reduced |
| Manchester Capital Management LLC | 2,998 | $256.0K | 0.03% | +64+2.2% | Added |
| Spirit of America Management Corp | 3,000 | $256.2K | 0.06% | 00.0% | Unchanged |
| Family Management Corp | 3,000 | $256.2K | 0.06% | +3,000 | New |
| Five Oceans Advisors | 3,019 | $257.8K | 0.17% | −36−1.2% | Reduced |
| Stiles Financial Services Inc | 3,022 | $258.1K | 0.13% | +25+0.8% | Added |
| NBW Capital LLC | 3,025 | $258.3K | 0.06% | +123+4.2% | Added |
| Ropes Wealth Advisors LLC | 3,028 | $258.6K | 0.04% | +373+14.0% | Added |
| Financial Advocates Investment Management | 3,030 | $258.7K | 0.02% | −569−15.8% | Reduced |
| Kozak & Associates, Inc. | 3,022 | $261.2K | 0.11% | +2+0.1% | Added |
| Private Asset Management Inc | 3,082 | $263.2K | 0.05% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,108 | $266.0K | 0.04% | −90−2.8% | Reduced |
| Focus Financial Network, Inc. | 3,119 | $266.3K | 0.01% | +461+17.3% | Added |
| Sound View Wealth Advisors Group, LLC | 3,120 | $266.4K | 0.03% | +503+19.2% | Added |
| Keel Point, LLC | 3,125 | $266.9K | 0.04% | +381+13.9% | Added |
| Strait & Sound Wealth Management LLC | 3,129 | $267.2K | 0.26% | −228−6.8% | Reduced |
| Objective Capital Management, LLC | 3,134 | $267.6K | 0.23% | +10.0% | Added |
| Apriem Advisors | 3,136 | $267.8K | 0.04% | +200+6.8% | Added |
| Joule Financial, LLC | 3,158 | $269.7K | 0.14% | +3+0.1% | Added |
| Eqis Capital Management, Inc. | 3,158 | $269.7K | 0.03% | −352−10.0% | Reduced |
| Wimmer Associates 1, LLC | 3,188 | $272.3K | 0.16% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 3,200 | $273.3K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,214 | $274.5K | 0.00% | −324−9.2% | Reduced |
| Aprio Wealth Management, LLC | 3,217 | $274.8K | 0.08% | −223−6.5% | Reduced |
| Rational Advisors LLC | 3,220 | $275.0K | 0.02% | −3,154−49.5% | Reduced |
| Manchester Financial Inc | 3,228 | $275.7K | 0.08% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 3,239 | $276.6K | 0.31% | 00.0% | Unchanged |
| Aspiriant, LLC | 3,244 | $277.0K | 0.01% | −65−2.0% | Reduced |
| Menard Financial Group LLC | 3,248 | $277.4K | 0.57% | −3,877−54.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,258 | $278.2K | 0.08% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,259 | $278.4K | 0.14% | +2+0.1% | Added |
| Crawford Investment Counsel Inc | 3,267 | $279.0K | 0.01% | −83−2.5% | Reduced |
| Marathon Capital Management | 3,277 | $279.9K | 0.07% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,283 | $280.3K | 0.08% | +76+2.4% | Added |
| Cutler Group LP | 3,305 | $282.0K | 0.07% | +3,305 | New |
| Goldstone Financial Group, LLC | 3,303 | $282.1K | 0.08% | +325+10.9% | Added |
| Janney Capital Management LLC | 3,323 | $284.0K | 0.02% | −7−0.2% | Reduced |
| Jackson Square Capital, LLC | 3,333 | $284.6K | 0.11% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 3,336 | $284.9K | 0.05% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 3,337 | $285.0K | 0.04% | +150+4.7% | Added |
| Richwood Investment Advisors, LLC | 3,349 | $286.0K | 0.28% | −176−5.0% | Reduced |
| Pinnacle Financial Partners Inc | 3,354 | $286.4K | 0.01% | +704+26.6% | Added |
| Trilogy Capital Inc. | 3,048 | $286.5K | 0.02% | −1,680−35.5% | Reduced |