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; 2,746 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 10,407 | $888.8K | 0.02% | −571−5.2% | Reduced |
| Beacon Financial Group | 10,463 | $892.0K | 0.12% | −872−7.7% | Reduced |
| Capital Asset Advisory Services LLC | 10,402 | $892.3K | 0.06% | +947+10.0% | Added |
| Retirement Planning Co of New England, Inc. | 10,469 | $894.0K | 0.52% | +40+0.4% | Added |
| Belpointe Asset Management LLC | 10,476 | $894.7K | 0.09% | −10,986−51.2% | Reduced |
| Asset Dedication, LLC | 10,629 | $904.0K | 0.08% | −1,154−9.8% | Reduced |
| NCM Capital Management, LLC | 10,611 | $906.2K | 0.63% | +16+0.2% | Added |
| Venturi Wealth Management, LLC | 10,696 | $913.5K | 0.07% | +963+9.9% | Added |
| Triangle Securities Wealth Management | 10,703 | $914.0K | 0.31% | −287−2.6% | Reduced |
| Vanguard Capital Wealth Advisors | 10,719 | $915.4K | 0.83% | −85−0.8% | Reduced |
| Columbia Trust Co 01012016 | 10,743 | $917.5K | 0.52% | +203+1.9% | Added |
| Washington Trust Co | 10,775 | $920.2K | 0.04% | 00.0% | Unchanged |
| Worm Capital, LLC | 10,844 | $926.1K | 0.81% | +10,844 | New |
| Compton Wealth Advisory Group, LLC | 10,860 | $927.4K | 0.31% | +147+1.4% | Added |
| Legacy Bridge, LLC | 10,898 | $930.7K | 0.62% | +625+6.1% | Added |
| Beese Fulmer Investment Management, Inc. | 10,971 | $936.9K | 0.10% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 10,979 | $937.6K | 0.60% | +6,267+133.0% | Added |
| Dakota Wealth Management | 11,018 | $941.0K | 0.04% | −3,375−23.4% | Reduced |
| Washburn Capital Management, Inc. | 11,116 | $949.3K | 0.79% | −2,175−16.4% | Reduced |
| Parsons Capital Management Inc | 11,191 | $955.7K | 0.07% | +940+9.2% | Added |
| J.W. Cole Advisors, Inc. | 11,251 | $960.8K | 0.07% | −824−6.8% | Reduced |
| Rossmore Private Capital | 11,264 | $961.9K | 0.14% | +5,200+85.8% | Added |
| GFG Capital, LLC | 11,303 | $965.3K | 0.18% | −16−0.1% | Reduced |
| Kesler, Norman & Wride, LLC | 11,346 | $968.9K | 0.23% | −203−1.8% | Reduced |
| EverSource Wealth Advisors, LLC | 11,365 | $970.5K | 0.11% | −434−3.7% | Reduced |
| Ar Asset Management Inc | 11,400 | $974.0K | 0.26% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 11,410 | $974.4K | 0.08% | −616−5.1% | Reduced |
| FourThought Financial Partners, LLC | 11,415 | $974.8K | 0.13% | −625−5.2% | Reduced |
| Central Bank & Trust Co | 11,426 | $975.8K | 0.17% | −55−0.5% | Reduced |
| StoneX Group Inc. | 11,455 | $978.2K | 0.10% | +457+4.2% | Added |
| Baker Tilly Wealth Management, LLC | 11,503 | $982.4K | 0.10% | +214+1.9% | Added |
| Resources Investment Advisors, LLC. | 11,519 | $983.7K | 0.02% | −377−3.2% | Reduced |
| InterOcean Capital Group, LLC | 11,533 | $984.9K | 0.03% | −2,682−18.9% | Reduced |
| Lansing Street Advisors | 11,604 | $991.0K | 0.57% | +108+0.9% | Added |
| Trust Co of Vermont | 11,606 | $991.2K | 0.06% | +843+7.8% | Added |
| Gibraltar Capital Management, Inc. | 11,607 | $991.2K | 0.44% | −53,231−82.1% | Reduced |
| Harbor Investment Advisory, LLC | 11,609 | $991.4K | 0.14% | −192−1.6% | Reduced |
| Wintrust Investments LLC | 11,613 | $992.0K | 0.10% | −789−6.4% | Reduced |
| Principle Wealth Partners LLC | 11,625 | $992.9K | 0.10% | −940−7.5% | Reduced |
| Quent Capital, LLC | 11,639 | $994.0K | 0.16% | −158−1.3% | Reduced |
| Simplex Trading, LLC | 11,678 | $997.0K | 0.04% | +11,678 | New |
| Mather Group, LLC. | 11,717 | $1.00M | 0.02% | −215−1.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 11,721 | $1.00M | 0.22% | +43+0.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,790 | $1.01M | 0.10% | −169−1.4% | Reduced |
| Berkshire Asset Management LLC | 11,843 | $1.01M | 0.06% | −33−0.3% | Reduced |
| Wedmont Private Capital | 11,802 | $1.01M | 0.11% | +902+8.3% | Added |
| Delta Asset Management LLC | 11,927 | $1.02M | 0.10% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 11,927 | $1.02M | 0.03% | +5,966+100.1% | Added |
| Verdence Capital Advisors LLC | 11,934 | $1.02M | 0.12% | +163+1.4% | Added |
| Ostrum Asset Management | 11,935 | $1.02M | 0.09% | +35+0.3% | Added |
| Spire Wealth Management | 11,939 | $1.02M | 0.04% | −2,438−17.0% | Reduced |
| Buckley Wealth Management, LLC | 11,945 | $1.02M | 0.35% | +1,151+10.7% | Added |
| WCG Wealth Advisors LLC | 12,066 | $1.03M | 0.12% | +81+0.7% | Added |
| Haverford Trust Co | 12,105 | $1.03M | 0.01% | +791+7.0% | Added |
| Neville Rodie & Shaw Inc | 12,126 | $1.03M | 0.09% | −3,529−22.5% | Reduced |
| Davenport & Co LLC | 12,135 | $1.04M | 0.01% | +1,036+9.3% | Added |
| EP Wealth Advisors, LLC | 4,197 | $1.04M | 0.02% | −1,824−30.3% | Reduced |
| Viewpoint Capital Management LLC | 12,215 | $1.04M | 0.81% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 12,237 | $1.05M | 0.59% | −511−4.0% | Reduced |
| Perpetual Ltd | 12,251 | $1.05M | 0.01% | −61−0.5% | Reduced |
| DFPG Investments, LLC | 11,253 | $1.05M | 0.09% | +2,264+25.2% | Added |
| Abbrea Capital, LLC | 12,484 | $1.07M | 0.16% | −29−0.2% | Reduced |
| Summit Trail Advisors, LLC | 12,511 | $1.07M | 0.04% | +3,020+31.8% | Added |
| AFS Financial Group, LLC | 12,540 | $1.07M | 0.69% | +2,725+27.8% | Added |
| First National Trust Co | 12,556 | $1.07M | 0.05% | +24+0.2% | Added |
| Avidian Wealth Solutions, LLC | 12,561 | $1.07M | 0.07% | +3,208+34.3% | Added |
| Transamerica Financial Advisors, Inc. | 12,600 | $1.08M | 0.14% | +226+1.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.08M | 0.39% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 12,620 | $1.08M | 0.08% | +125+1.0% | Added |
| Zullo Investment Group, Inc. | 12,632 | $1.08M | 0.62% | −985−7.2% | Reduced |
| Panagora Asset Management Inc | 12,716 | $1.09M | 0.01% | −94,358−88.1% | Reduced |
| Harbour Capital Advisors, LLC | 12,570 | $1.09M | 0.32% | +145+1.2% | Added |
| Cape Ann Savings Bank | 12,720 | $1.09M | 0.72% | +640+5.3% | Added |
| Bank Pictet & Cie (Asia) Ltd | 12,825 | $1.10M | 0.32% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 0 | $1.10M | 0.06% | −12,397−100.0% | Reduced |
| Wealthspire Advisors, LLC | 12,859 | $1.10M | 0.02% | +134+1.1% | Added |
| TLWM | 12,921 | $1.10M | 0.32% | +163+1.3% | Added |
| Insigneo Advisory Services, LLC | 12,957 | $1.11M | 0.21% | +10,299+387.5% | Added |
| Laurion Capital Management LP | 12,985 | $1.11M | 0.05% | −441,526−97.1% | Reduced |
| Brookstone Capital Management | 13,322 | $1.11M | 0.02% | +3,103+30.4% | Added |
| Pekin Hardy Strauss, Inc. | 13,035 | $1.11M | 0.17% | +300+2.4% | Added |
| AMG National Trust Bank | 13,079 | $1.12M | 0.04% | +519+4.1% | Added |
| Investors Research Corp | 13,266 | $1.13M | 0.29% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 13,310 | $1.14M | 0.41% | +451+3.5% | Added |
| Long Run Wealth Advisors, LLC | 13,323 | $1.14M | 0.36% | −2,145−13.9% | Reduced |
| Financial Counselors Inc | 13,333 | $1.14M | 0.02% | −1,238−8.5% | Reduced |
| South State Corp. | 13,373 | $1.14M | 0.10% | −440−3.2% | Reduced |
| Excalibur Management Corp | 13,378 | $1.14M | 0.58% | 00.0% | Unchanged |
| PFG Investments, LLC | 13,489 | $1.15M | 0.21% | +1,792+15.3% | Added |
| Systematic Financial Management LP | 13,500 | $1.15M | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 13,549 | $1.16M | 0.01% | +2,245+19.9% | Added |
| Nilsine Partners, LLC | 13,782 | $1.18M | 0.17% | +473+3.6% | Added |
| Essex Investment Management Co LLC | 13,886 | $1.19M | 0.17% | −324−2.3% | Reduced |
| LGT Fund Management Co Ltd. | 13,890 | $1.19M | 0.55% | −3,250−19.0% | Reduced |
| S&CO Inc | 13,915 | $1.19M | 0.10% | 00.0% | Unchanged |
| Whittier Trust Co | 13,912 | $1.19M | 0.02% | +319+2.3% | Added |
| Golden State Equity Partners | 13,956 | $1.19M | 0.34% | +3,581+34.5% | Added |
| Berkeley Capital Partners, LLC | 13,966 | $1.19M | 0.42% | +2,604+22.9% | Added |
| Meridian Wealth Management, LLC | 14,237 | $1.22M | 0.10% | +30+0.2% | Added |
| Seven Eight Capital, LP | 14,443 | $1.23M | 0.20% | +14,443 | New |