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 |
|---|---|---|---|---|---|
| CFM Wealth Partners LLC | 4,584 | $391.5K | 0.10% | −12−0.3% | Reduced |
| Addison Advisors LLC | 4,587 | $391.7K | 0.19% | +248+5.7% | Added |
| Wealth Alliance | 4,589 | $391.9K | 0.06% | −713−13.4% | Reduced |
| Smithfield Trust Co | 4,594 | $392.0K | 0.02% | +403+9.6% | Added |
| First Dallas Securities Inc. | 4,600 | $393.0K | 0.22% | 00.0% | Unchanged |
| Owen LaRue, LLC | 4,556 | $393.7K | 0.41% | +4,556 | New |
| King Wealth | 4,613 | $394.0K | 0.08% | +86+1.9% | Added |
| Pinnacle Bancorp, Inc. | 4,658 | $397.8K | 0.14% | +260+5.9% | Added |
| Peoples Bank | 4,660 | $398.0K | 0.24% | −75−1.6% | Reduced |
| Arete Wealth Advisors, LLC | 4,814 | $398.0K | 0.04% | −613−11.3% | Reduced |
| American Trust | 4,663 | $398.2K | 0.03% | −200−4.1% | Reduced |
| Farther Finance Advisors, LLC | 4,669 | $398.8K | 0.09% | +1,884+67.6% | Added |
| IPG Investment Advisors LLC | 4,675 | $399.2K | 0.09% | −11,500−71.1% | Reduced |
| West Family Investments, Inc. | 4,677 | $399.4K | 0.16% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 4,668 | $400.4K | 0.34% | +935+25.0% | Added |
| Vivaldi Capital Management, LLC | 4,704 | $401.7K | 0.12% | +311+7.1% | Added |
| AdvisorNet Financial, Inc | 4,708 | $402.0K | 0.03% | −4,918−51.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,710 | $402.2K | 0.08% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,716 | $402.7K | 0.05% | −81−1.7% | Reduced |
| Masso Torrence Wealth Management Inc. | 4,727 | $403.7K | 0.29% | +1,060+28.9% | Added |
| LVZ Advisors, Inc. | 4,732 | $404.1K | 0.06% | 00.0% | Unchanged |
| Ledyard National Bank | 4,741 | $404.9K | 0.04% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 4,752 | $405.8K | 0.09% | +118+2.5% | Added |
| Jackson Creek Investment Advisors LLC | 4,753 | $406.0K | 0.16% | −959−16.8% | Reduced |
| KG&L Capital Management,LLC | 4,764 | $406.8K | 0.20% | −546−10.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,783 | $408.5K | 0.12% | +200+4.4% | Added |
| Lebenthal Global Advisors, LLC | 4,785 | $408.6K | 0.12% | −425−8.2% | Reduced |
| STAR Financial Bank | 4,790 | $409.1K | 0.38% | +26+0.5% | Added |
| Marcum Wealth, LLC | 4,794 | $409.4K | 0.05% | −485−9.2% | Reduced |
| Omnia Family Wealth, LLC | 4,794 | $409.4K | 0.28% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,801 | $410.0K | 0.09% | +2,010+72.0% | Added |
| Fortem Financial Group, LLC | 4,802 | $410.1K | 0.24% | +1,144+31.3% | Added |
| Viawealth, LLC | 4,805 | $410.3K | 0.31% | −888−15.6% | Reduced |
| Arista Wealth Management, LLC | 4,815 | $411.2K | 0.17% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,816 | $411.3K | 0.04% | −16,652−77.6% | Reduced |
| DT Investment Partners, LLC | 4,536 | $412.5K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,866 | $415.6K | 0.04% | −185−3.7% | Reduced |
| Calton & Associates, Inc. | 4,867 | $415.7K | 0.19% | +275+6.0% | Added |
| Riverwater Partners LLC | 4,869 | $415.8K | 0.37% | 00.0% | Unchanged |
| Executive Wealth Group LLC | 4,915 | $419.7K | 0.28% | +46+0.9% | Added |
| Buckingham Strategic Wealth, LLC | 4,924 | $420.5K | 0.01% | −1,551−24.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,739 | $420.8K | 0.07% | +4,739 | New |
| Americana Partners, LLC | 4,934 | $421.4K | 0.05% | −1,003−16.9% | Reduced |
| Davis R M Inc | 4,948 | $423.0K | 0.01% | +46+0.9% | Added |
| Capital Advisors Inc | 4,957 | $423.4K | 0.01% | +1,687+51.6% | Added |
| Tiemann Investment Advisors, LLC | 4,961 | $423.7K | 0.22% | +175+3.7% | Added |
| First National Advisers, LLC | 4,981 | $425.0K | 0.39% | −1,481−22.9% | Reduced |
| Allstate Corp | 4,986 | $425.8K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 5,004 | $427.3K | 0.02% | −504−9.2% | Reduced |
| Integris Wealth Management, LLC | 5,019 | $428.6K | 0.15% | −40−0.8% | Reduced |
| X-Square Capital, LLC | 5,021 | $429.0K | 0.29% | −48−0.9% | Reduced |
| Lindbrook Capital, LLC | 5,043 | $430.7K | 0.05% | −48−0.9% | Reduced |
| Bell Bank | 5,060 | $432.1K | 0.05% | −311−5.8% | Reduced |
| Insight 2811, Inc. | 5,063 | $432.4K | 0.24% | −672−11.7% | Reduced |
| Arcataur Capital Management LLC | 5,067 | $432.7K | 0.18% | +5,067 | New |
| CFS Investment Advisory Services, LLC | 5,066 | $433.0K | 0.06% | +5,066 | New |
| Bridgefront Capital, LLC | 5,075 | $433.4K | 0.23% | +5,075 | New |
| Mill Creek Capital Advisors, LLC | 5,076 | $433.5K | 0.01% | +979+23.9% | Added |
| Cable Hill Partners, LLC | 5,081 | $433.9K | 0.06% | −428−7.8% | Reduced |
| Evergreen Capital Management LLC | 5,101 | $435.6K | 0.02% | −2,113−29.3% | Reduced |
| First County Bank | 5,104 | $435.9K | 0.21% | −678−11.7% | Reduced |
| Gryphon Financial Partners LLC | 5,120 | $437.3K | 0.10% | −858−14.4% | Reduced |
| Sage Mountain Advisors LLC | 5,159 | $440.6K | 0.06% | −434−7.8% | Reduced |
| C2C Wealth Management, LLC | 5,121 | $443.6K | 0.06% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 5,204 | $444.5K | 0.16% | +1,292+33.0% | Added |
| PDS Planning, Inc | 5,210 | $444.9K | 0.06% | +132+2.6% | Added |
| Strategic Financial Services, Inc, | 5,082 | $445.0K | 0.03% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 5,215 | $445.4K | 0.02% | +20+0.4% | Added |
| Catalyst Financial Partners LLC | 5,227 | $446.4K | 0.16% | +543+11.6% | Added |
| BSW Wealth Partners | 5,250 | $448.3K | 0.09% | −148−2.7% | Reduced |
| Skba Capital Management LLC | 5,250 | $448.4K | 0.08% | −100−1.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,262 | $449.4K | 0.06% | +170+3.3% | Added |
| Pinebridge Investments, L.P. | 5,282 | $451.1K | 0.00% | −868−14.1% | Reduced |
| Eads & Heald Wealth Management | 5,293 | $452.0K | 0.22% | +870+19.7% | Added |
| Silvia McColl Wealth Management, LLC | 5,315 | $453.9K | 0.42% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,321 | $454.4K | 0.10% | −29−0.5% | Reduced |
| Rothschild Investment Corp | 5,335 | $456.0K | 0.04% | +454+9.3% | Added |
| First Interstate Bank | 5,350 | $456.9K | 0.04% | −115−2.1% | Reduced |
| Change Path, LLC | 5,368 | $458.0K | 0.02% | +937+21.1% | Added |
| Marble Harbor Investment Counsel, LLC | 5,375 | $459.0K | 0.06% | −1,858−25.7% | Reduced |
| Bahl & Gaynor Inc | 5,379 | $459.4K | 0.00% | −24−0.4% | Reduced |
| Kovack Advisors, Inc. | 5,380 | $459.5K | 0.06% | −910−14.5% | Reduced |
| Gladstone Institutional Advisory LLC | 5,435 | $464.1K | 0.03% | −6,868−55.8% | Reduced |
| Echo Street Capital Management LLC | 5,439 | $464.5K | 0.00% | +5,439 | New |
| V Wealth Advisors LLC | 5,468 | $466.9K | 0.08% | +966+21.5% | Added |
| Boston Financial Mangement LLC | 5,472 | $467.3K | 0.02% | −134−2.4% | Reduced |
| Financial Advisors, LLC | 5,476 | $467.7K | 0.11% | −114−2.0% | Reduced |
| Atom Investors LP | 5,505 | $470.1K | 0.18% | +5,505 | New |
| Kistler-Tiffany Companies, LLC | 5,521 | $471.5K | 0.08% | −942−14.6% | Reduced |
| Trust Co of Toledo NA | 5,526 | $471.9K | 0.08% | −44−0.8% | Reduced |
| Curbstone Financial Management Corp | 5,532 | $472.4K | 0.11% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 5,549 | $473.9K | 0.04% | +714+14.8% | Added |
| LS Investment Advisors, LLC | 5,550 | $474.0K | 0.08% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,592 | $477.6K | 0.07% | +367+7.0% | Added |
| RFG Advisory, LLC | 5,614 | $479.4K | 0.02% | −144−2.5% | Reduced |
| Clearstead Advisors, LLC | 5,619 | $479.9K | 0.03% | −1,023−15.4% | Reduced |
| Bank of Nova Scotia Trust Co | 5,623 | $480.2K | 0.05% | +36+0.6% | Added |
| Legacy Financial Advisors, Inc. | 5,653 | $482.8K | 0.09% | −106−1.8% | Reduced |
| Rehmann Capital Advisory Group | 5,679 | $485.1K | 0.04% | −58−1.0% | Reduced |
| American National Bank | 5,683 | $485.3K | 0.08% | +223+4.1% | Added |