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 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 5,684 | $485.4K | 0.06% | −205−3.5% | Reduced |
| Wealthsource Partners, LLC | 5,685 | $485.5K | 0.03% | +618+12.2% | Added |
| Westover Capital Advisors, LLC | 5,700 | $486.8K | 0.17% | 00.0% | Unchanged |
| Wealth Effects LLC | 5,704 | $487.2K | 0.21% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 5,705 | $487.2K | 0.06% | −2,232−28.1% | Reduced |
| Strategic Investment Advisors | 5,705 | $487.2K | 0.07% | +188+3.4% | Added |
| Kingsview Wealth Management, LLC | 5,715 | $488.1K | 0.02% | −170−2.9% | Reduced |
| Pacitti Group Inc. | 5,722 | $488.7K | 0.34% | −726−11.3% | Reduced |
| NorthRock Partners, LLC | 5,738 | $490.0K | 0.05% | −1,182−17.1% | Reduced |
| Heritage Wealth Advisors | 5,752 | $491.2K | 0.03% | +6+0.1% | Added |
| Rosenblum Silverman Sutton S F Inc | 5,772 | $492.9K | 0.16% | −233−3.9% | Reduced |
| Berger Financial Group, Inc | 5,776 | $493.3K | 0.06% | −101−1.7% | Reduced |
| Beta Wealth Group, Inc. | 5,800 | $495.3K | 0.29% | +900+18.4% | Added |
| Legacy Capital Group California, Inc. | 5,870 | $501.3K | 0.21% | +145+2.5% | Added |
| Thomas White International Ltd | 5,879 | $502.1K | 0.10% | 00.0% | Unchanged |
| Cambridge Trust Co | 5,904 | $504.2K | 0.02% | −352−5.6% | Reduced |
| Red Lighthouse Investment Management, LLC | 5,950 | $508.1K | 0.23% | 00.0% | Unchanged |
| ASB Consultores, LLC | 6,010 | $513.3K | 0.25% | −849−12.4% | Reduced |
| Chapin Davis, Inc. | 6,011 | $513.3K | 0.24% | +57+1.0% | Added |
| Wharton Business Group, LLC | 6,024 | $514.0K | 0.03% | 00.0% | Unchanged |
| Sippican Capital Advisors | 6,051 | $516.8K | 0.48% | −222−3.5% | Reduced |
| Graypoint LLC | 6,051 | $516.8K | 0.05% | −1,440−19.2% | Reduced |
| Visionary Wealth Advisors | 6,075 | $518.8K | 0.04% | −227−3.6% | Reduced |
| Carlson Capital Management | 6,094 | $520.4K | 0.03% | +116+1.9% | Added |
| Adirondack Trust Co | 5,709 | $522.7K | 0.24% | +140+2.5% | Added |
| Advisors Capital Management, LLC | 6,129 | $523.0K | 0.01% | +576+10.4% | Added |
| Nicholas Hoffman & Company, LLC. | 6,133 | $523.8K | 0.02% | +10.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,141 | $524.4K | 0.02% | −3,731−37.8% | Reduced |
| La Financiere de L'Echiquier | 6,200 | $529.5K | 0.03% | +3,500+129.6% | Added |
| Clear Harbor Asset Management, LLC | 6,213 | $530.6K | 0.05% | −105−1.7% | Reduced |
| Waldron Private Wealth LLC | 6,222 | $531.4K | 0.03% | −2,818−31.2% | Reduced |
| Parkside Financial Bank & Trust | 6,228 | $531.9K | 0.13% | −138−2.2% | Reduced |
| US Asset Management LLC | 6,231 | $532.0K | 0.56% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 6,243 | $533.2K | 0.41% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,280 | $536.3K | 0.10% | +21+0.3% | Added |
| Infrastructure Capital Advisors, LLC | 6,312 | $539.0K | 0.10% | +2,260+55.8% | Added |
| Chilton Investment Co LLC | 6,313 | $539.1K | 0.02% | −89,875−93.4% | Reduced |
| Brown Capital Management LLC | 6,320 | $539.7K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 6,346 | $541.9K | 0.38% | +217+3.5% | Added |
| Bank of Hawaii | 6,356 | $542.8K | 0.03% | −15−0.2% | Reduced |
| Concord Wealth Partners | 6,395 | $546.1K | 0.12% | +2,565+67.0% | Added |
| Park Circle Co | 6,400 | $546.6K | 0.51% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 6,430 | $549.0K | 0.02% | +747+13.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,436 | $549.6K | 0.04% | −43−0.7% | Reduced |
| Anchor Investment Management, LLC | 6,467 | $552.3K | 0.07% | +346+5.7% | Added |
| Fort Washington Investment Advisors Inc | 6,468 | $552.4K | 0.00% | −931−12.6% | Reduced |
| Lee Danner & Bass Inc | 6,488 | $554.0K | 0.05% | +13+0.2% | Added |
| Corton Capital Inc. | 6,496 | $554.8K | 0.26% | +6,496 | New |
| Sompo Asset Management Co., Ltd. | 6,500 | $555.1K | 0.10% | +380+6.2% | Added |
| Arbor Investment Advisors, LLC | 6,555 | $559.8K | 0.10% | −26−0.4% | Reduced |
| Eagle Asset Management Inc | 6,577 | $561.7K | 0.00% | +2,783+73.4% | Added |
| Harbor Advisors LLC | 6,608 | $564.3K | 0.12% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6,634 | $566.5K | 0.00% | +3,025+83.8% | Added |
| Somerville Kurt F | 6,640 | $567.1K | 0.11% | 00.0% | Unchanged |
| Lake Street Financial LLC | 6,643 | $567.3K | 0.10% | −248−3.6% | Reduced |
| Roundview Capital LLC | 6,655 | $568.3K | 0.06% | +1,055+18.8% | Added |
| Western Wealth Management, LLC | 6,660 | $568.7K | 0.05% | −5−0.1% | Reduced |
| CenterStar Asset Management, LLC | 6,664 | $569.7K | 0.52% | +6,664 | New |
| Breakwater Capital Group | 6,674 | $570.0K | 0.21% | +883+15.2% | Added |
| Prio Wealth Limited Partnership | 6,682 | $570.6K | 0.02% | −50−0.7% | Reduced |
| Canton Hathaway, LLC | 6,725 | $574.0K | 0.18% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 6,728 | $574.5K | 0.01% | +1,005+17.6% | Added |
| Icon Wealth Partners, LLC | 6,736 | $575.2K | 0.06% | +3,071+83.8% | Added |
| West Oak Capital, LLC | 6,757 | $577.0K | 0.28% | −1,137−14.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,780 | $579.0K | 0.01% | +6,780 | New |
| Mission Wealth Management, LP | 6,860 | $585.8K | 0.02% | +902+15.1% | Added |
| Clifford Group, LLC | 6,872 | $586.8K | 0.63% | +1,317+23.7% | Added |
| IFP Advisors, Inc | 11,466 | $587.3K | 0.03% | +2,437+27.0% | Added |
| TriaGen Wealth Management LLC | 6,905 | $589.7K | 0.27% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 6,916 | $590.6K | 0.02% | +4,359+170.5% | Added |
| Texas Capital Bancshares Inc | 6,916 | $590.6K | 0.33% | +6,916 | New |
| Orca Investment Management, LLC | 6,922 | $591.1K | 0.64% | 00.0% | Unchanged |
| HM Payson & Co | 6,922 | $591.1K | 0.01% | −230−3.2% | Reduced |
| IFG Advisors, LLC | 6,932 | $592.0K | 0.21% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 6,937 | $592.4K | 0.31% | +314+4.7% | Added |
| Salzhauer Michael | 6,940 | $592.7K | 0.64% | −200−2.8% | Reduced |
| Welch & Forbes LLC | 6,961 | $594.5K | 0.01% | −739−9.6% | Reduced |
| Balentine LLC | 6,983 | $596.3K | 0.02% | −6,291−47.4% | Reduced |
| Parkside Investments, LLC | 7,000 | $597.8K | 0.11% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 7,010 | $598.7K | 0.68% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7,017 | $599.2K | 0.09% | +414+6.3% | Added |
| Colony Group LLC | 7,028 | $600.0K | 0.01% | −105−1.5% | Reduced |
| AlphaCore Capital LLC | 7,033 | $600.6K | 0.10% | −1,159−14.1% | Reduced |
| Citizens Financial Group Inc | 7,099 | $606.3K | 0.02% | −5,302−42.8% | Reduced |
| Empower Advisory Group, LLC | 7,125 | $608.5K | 0.00% | −188−2.6% | Reduced |
| Hyman Charles D | 7,157 | $611.0K | 0.04% | −15−0.2% | Reduced |
| Personal Cfo Solutions, LLC | 7,165 | $611.9K | 0.12% | +646+9.9% | Added |
| Los Angeles Capital Management LLC | 7,179 | $613.1K | 0.00% | −84,135−92.1% | Reduced |
| Claro Advisors LLC | 7,182 | $613.3K | 0.15% | +453+6.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,200 | $614.9K | 0.01% | +7,200 | New |
| Mechanics Financial Corp | 7,201 | $615.0K | 0.33% | +80+1.1% | Added |
| Robotti Robert | 7,215 | $616.2K | 0.10% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 7,217 | $616.4K | 0.06% | −126−1.7% | Reduced |
| Northern Financial Advisors Inc | 7,230 | $617.4K | 0.54% | −816−10.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,334 | $626.3K | 0.07% | +1,765+31.7% | Added |
| Renaissance Investment Group LLC | 7,340 | $626.8K | 0.16% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 7,344 | $627.2K | 0.08% | −759−9.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,352 | $627.9K | 0.43% | −417−5.4% | Reduced |
| KLCM Advisors, Inc. | 7,364 | $628.9K | 0.12% | +1,383+23.1% | Added |
| David Loasby | 7,575 | $631.2K | 0.07% | +497+7.0% | Added |