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 |
|---|---|---|---|---|---|
| Shufro Rose & Co LLC | 7,420 | $633.7K | 0.06% | −75−1.0% | Reduced |
| XTX Topco Ltd | 7,488 | $639.5K | 0.11% | +1,778+31.1% | Added |
| Auto-Owners Insurance Co | 7,500 | $640.5K | 0.02% | 00.0% | Unchanged |
| Zenyatta Capital Management LP | 7,500 | $640.5K | 0.41% | +7,500 | New |
| Private Portfolio Partners LLC | 7,505 | $640.9K | 0.16% | +142+1.9% | Added |
| Cooper Financial Group | 7,519 | $642.1K | 0.16% | +447+6.3% | Added |
| Evoke Wealth, LLC | 7,526 | $642.7K | 0.02% | +1,787+31.1% | Added |
| McMillion Capital Management Inc | 7,536 | $643.6K | 0.57% | −360−4.6% | Reduced |
| Two Sigma Securities, LLC | 7,545 | $644.3K | 0.05% | −67,174−89.9% | Reduced |
| Hilltop Holdings Inc. | 7,552 | $644.9K | 0.08% | −5−0.1% | Reduced |
| Bremer Bank National Association | 7,561 | $645.7K | 0.12% | −133−1.7% | Reduced |
| TD Private Client Wealth LLC | 7,568 | $646.3K | 0.03% | +799+11.8% | Added |
| Financial Management Professionals, Inc. | 7,599 | $649.0K | 0.11% | +232+3.1% | Added |
| Voya Financial Advisors, Inc. | 7,626 | $650.0K | 0.08% | −47−0.6% | Reduced |
| Independent Investors Inc | 7,616 | $650.4K | 0.15% | −600−7.3% | Reduced |
| Berkshire Bank | 7,667 | $654.8K | 0.18% | +84+1.1% | Added |
| North Star Investment Management Corp. | 7,708 | $658.3K | 0.05% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 7,731 | $660.2K | 0.10% | +7,731 | New |
| Choate Investment Advisors | 7,745 | $661.4K | 0.03% | +4,779+161.1% | Added |
| Cookson Peirce & Co Inc | 7,746 | $662.0K | 0.04% | −529−6.4% | Reduced |
| V-Square Quantitative Management LLC | 7,762 | $662.9K | 0.48% | −407−5.0% | Reduced |
| Diversified Trust Co | 7,797 | $665.9K | 0.02% | −5,735−42.4% | Reduced |
| Meridian Investment Counsel Inc. | 7,813 | $667.2K | 0.24% | 00.0% | Unchanged |
| Maven Securities LTD | 7,818 | $667.7K | 0.10% | +1,100+16.4% | Added |
| BKD Wealth Advisors, LLC | 7,818 | $667.7K | 0.02% | +1,950+33.2% | Added |
| Peoples Financial Services Corp. | 7,832 | $668.8K | 0.30% | −120−1.5% | Reduced |
| 1832 Asset Management L.P. | 7,855 | $670.8K | 0.00% | −241,600−96.9% | Reduced |
| Capital Markets Trading UK LLP | 7,873 | $672.0K | 0.49% | +7,873 | New |
| Affinity Investment Advisors, LLC | 7,922 | $676.5K | 0.39% | −4,249−34.9% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,966 | $680.3K | 0.10% | +4,732+146.3% | Added |
| HWG Holdings LP | 7,997 | $682.9K | 0.32% | −124−1.5% | Reduced |
| Park Edge Advisors, LLC | 8,097 | $691.5K | 0.23% | −2,375−22.7% | Reduced |
| Garner Asset Management Corp | 8,104 | $692.0K | 0.40% | −2,047−20.2% | Reduced |
| Csenge Advisory Group | 8,152 | $696.2K | 0.05% | −467−5.4% | Reduced |
| Old National Bancorp | 8,189 | $699.3K | 0.02% | −3,235−28.3% | Reduced |
| Sciencast Management LP | 8,340 | $699.8K | 0.57% | +8,340 | New |
| Busey Wealth Management | 8,209 | $701.0K | 0.03% | +711+9.5% | Added |
| Cim Investment Mangement Inc | 8,229 | $702.8K | 0.24% | +19+0.2% | Added |
| Bull Street Advisors, LLC | 8,229 | $703.0K | 0.36% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 8,262 | $705.6K | 0.50% | +562+7.3% | Added |
| TRUE Private Wealth Advisors | 8,328 | $711.2K | 0.11% | +7+0.1% | Added |
| Private Trust Co NA | 8,329 | $711.3K | 0.09% | −3,639−30.4% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,350 | $713.1K | 0.40% | +300+3.7% | Added |
| Qtron Investments LLC | 8,355 | $713.5K | 0.14% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,373 | $715.1K | 0.03% | −1,395−14.3% | Reduced |
| Good Life Advisors, LLC | 8,413 | $718.4K | 0.08% | −170−2.0% | Reduced |
| Corsair Capital Management, L.P. | 8,416 | $718.7K | 0.24% | −40.0% | Reduced |
| IHT Wealth Management, LLC | 8,419 | $719.0K | 0.04% | +69+0.8% | Added |
| Shulman DeMeo Asset Management LLC | 8,425 | $719.5K | 0.22% | −179−2.1% | Reduced |
| Penserra Capital Management LLC | 8,460 | $721.0K | 0.01% | +8,368+9,095.7% | Added |
| New Vernon Investment Management LLC | 8,550 | $730.2K | 1.18% | 00.0% | Unchanged |
| E&G Advisors, LP | 8,709 | $743.7K | 0.26% | 00.0% | Unchanged |
| DF Dent & Co Inc | 8,711 | $743.9K | 0.01% | −16−0.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 8,727 | $745.0K | 0.00% | −272−3.0% | Reduced |
| Marino, Stram & Associates LLC | 8,735 | $745.9K | 0.21% | +2,147+32.6% | Added |
| Portside Wealth Group, LLC | 8,742 | $746.6K | 0.14% | +8,742 | New |
| First Foundation Advisors | 8,795 | $751.1K | 0.03% | +422+5.0% | Added |
| Great Valley Advisor Group, Inc. | 8,821 | $753.4K | 0.03% | +448+5.4% | Added |
| Sage Rhino Capital LLC | 8,908 | $760.7K | 0.21% | −784−8.1% | Reduced |
| Hartford Funds Management Co LLC | 8,965 | $765.6K | 0.08% | +1,176+15.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,996 | $768.3K | 0.12% | −106−1.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,051 | $773.0K | 0.08% | +231+2.6% | Added |
| Fort Point Capital Partners LLC | 9,077 | $775.2K | 0.12% | +63+0.7% | Added |
| Eagle Rock Investment Company, LLC | 9,000 | $777.3K | 0.17% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 9,112 | $778.2K | 0.33% | +9+0.1% | Added |
| Sentry Investment Management LLC | 9,170 | $783.0K | 0.30% | +5,592+156.3% | Added |
| Resurgent Financial Advisors LLC | 9,189 | $784.7K | 0.52% | +563+6.5% | Added |
| Brighton Jones LLC | 9,191 | $784.9K | 0.04% | +222+2.5% | Added |
| First Citizens Financial Corp | 9,208 | $786.4K | 0.53% | +9,208 | New |
| Lokken Investment Group LLC | 9,240 | $789.1K | 0.51% | +1,644+21.6% | Added |
| W Advisors, LLC | 9,247 | $789.7K | 0.62% | +20+0.2% | Added |
| Schechter Investment Advisors, LLC | 9,333 | $797.0K | 0.07% | −1,241−11.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 9,406 | $803.3K | 0.23% | −26−0.3% | Reduced |
| Twin Capital Management Inc | 9,407 | $803.4K | 0.10% | −74−0.8% | Reduced |
| Parcion Private Wealth LLC | 9,468 | $808.6K | 0.08% | −43−0.5% | Reduced |
| Charles Carroll Financial Partners, LLC | 9,528 | $813.7K | 1.04% | −1,700−15.1% | Reduced |
| Proficio Capital Partners LLC | 9,557 | $816.2K | 0.11% | −598−5.9% | Reduced |
| Ergoteles LLC | 9,574 | $817.6K | 0.04% | +9,574 | New |
| Amica Retiree Medical Trust | 9,577 | $818.0K | 0.91% | +1,010+11.8% | Added |
| McDonald Partners LLC | 9,695 | $828.0K | 0.25% | −1,056−9.8% | Reduced |
| Hamilton Capital, LLC | 9,721 | $830.2K | 0.06% | +1,078+12.5% | Added |
| Northwest & Ethical Investments L.P. | 9,742 | $832.0K | 0.03% | −175−1.8% | Reduced |
| Blueshift Asset Management, LLC | 9,797 | $836.7K | 0.32% | +1,812+22.7% | Added |
| Northeast Financial Consultants Inc | 9,840 | $840.3K | 0.05% | −1,821−15.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 9,791 | $845.6K | 0.45% | +278+2.9% | Added |
| Mork Capital Management, LLC | 9,930 | $848.0K | 0.65% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 9,939 | $849.0K | 0.10% | +9,939 | New |
| Dynamic Advisor Solutions LLC | 9,942 | $849.1K | 0.04% | +2,744+38.1% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $854.0K | 0.01% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 10,052 | $858.5K | 0.18% | −971−8.8% | Reduced |
| Magnus Financial Group LLC | 10,070 | $859.9K | 0.12% | −151−1.5% | Reduced |
| Alera Investment Advisors, LLC | 10,090 | $861.6K | 0.19% | +420+4.3% | Added |
| Calamos Wealth Management LLC | 10,110 | $863.4K | 0.06% | +121+1.2% | Added |
| First Horizon Advisors, Inc. | 10,136 | $865.6K | 0.03% | −611−5.7% | Reduced |
| Capital Investment Advisory Services, LLC | 10,141 | $866.0K | 0.09% | +2,224+28.1% | Added |
| Silvercrest Asset Management Group LLC | 10,159 | $867.6K | 0.01% | +44+0.4% | Added |
| Red Cedar Investment Management, LLC | 10,201 | $871.2K | 0.13% | −6,538−39.1% | Reduced |
| Marathon Trading Investment Management LLC | 10,284 | $878.3K | 0.55% | +2,670+35.1% | Added |
| DRW Securities, LLC | 10,307 | $880.0K | 0.07% | +6,444+166.8% | Added |
| Moors & Cabot, Inc. | 10,330 | $882.2K | 0.06% | +871+9.2% | Added |