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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 9,942 | $849.1K | 0.04% | +2,744+38.1% | Added |
| Foster Dykema Cabot & Co Inc | 9,939 | $849.0K | 0.10% | +9,939 | New |
| Mork Capital Management, LLC | 9,930 | $848.0K | 0.65% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 9,791 | $845.6K | 0.45% | +278+2.9% | Added |
| Northeast Financial Consultants Inc | 9,840 | $840.3K | 0.05% | −1,821−15.6% | Reduced |
| Blueshift Asset Management, LLC | 9,797 | $836.7K | 0.32% | +1,812+22.7% | Added |
| Northwest & Ethical Investments L.P. | 9,742 | $832.0K | 0.03% | −175−1.8% | Reduced |
| Hamilton Capital, LLC | 9,721 | $830.2K | 0.06% | +1,078+12.5% | Added |
| McDonald Partners LLC | 9,695 | $828.0K | 0.25% | −1,056−9.8% | Reduced |
| Amica Retiree Medical Trust | 9,577 | $818.0K | 0.91% | +1,010+11.8% | Added |
| Ergoteles LLC | 9,574 | $817.6K | 0.04% | +9,574 | New |
| Proficio Capital Partners LLC | 9,557 | $816.2K | 0.11% | −598−5.9% | Reduced |
| Charles Carroll Financial Partners, LLC | 9,528 | $813.7K | 1.04% | −1,700−15.1% | Reduced |
| Parcion Private Wealth LLC | 9,468 | $808.6K | 0.08% | −43−0.5% | Reduced |
| Twin Capital Management Inc | 9,407 | $803.4K | 0.10% | −74−0.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 9,406 | $803.3K | 0.23% | −26−0.3% | Reduced |
| Schechter Investment Advisors, LLC | 9,333 | $797.0K | 0.07% | −1,241−11.7% | Reduced |
| W Advisors, LLC | 9,247 | $789.7K | 0.62% | +20+0.2% | Added |
| Lokken Investment Group LLC | 9,240 | $789.1K | 0.51% | +1,644+21.6% | Added |
| First Citizens Financial Corp | 9,208 | $786.4K | 0.53% | +9,208 | New |
| Brighton Jones LLC | 9,191 | $784.9K | 0.04% | +222+2.5% | Added |
| Resurgent Financial Advisors LLC | 9,189 | $784.7K | 0.52% | +563+6.5% | Added |
| Sentry Investment Management LLC | 9,170 | $783.0K | 0.30% | +5,592+156.3% | Added |
| Pennsylvania Capital Management Inc | 9,112 | $778.2K | 0.33% | +9+0.1% | Added |
| Eagle Rock Investment Company, LLC | 9,000 | $777.3K | 0.17% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 9,077 | $775.2K | 0.12% | +63+0.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,051 | $773.0K | 0.08% | +231+2.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,996 | $768.3K | 0.12% | −106−1.2% | Reduced |
| Hartford Funds Management Co LLC | 8,965 | $765.6K | 0.08% | +1,176+15.1% | Added |
| Sage Rhino Capital LLC | 8,908 | $760.7K | 0.21% | −784−8.1% | Reduced |
| Great Valley Advisor Group, Inc. | 8,821 | $753.4K | 0.03% | +448+5.4% | Added |
| First Foundation Advisors | 8,795 | $751.1K | 0.03% | +422+5.0% | Added |
| Portside Wealth Group, LLC | 8,742 | $746.6K | 0.14% | +8,742 | New |
| Marino, Stram & Associates LLC | 8,735 | $745.9K | 0.21% | +2,147+32.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 8,727 | $745.0K | 0.00% | −272−3.0% | Reduced |
| DF Dent & Co Inc | 8,711 | $743.9K | 0.01% | −16−0.2% | Reduced |
| E&G Advisors, LP | 8,709 | $743.7K | 0.26% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 8,550 | $730.2K | 1.18% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8,460 | $721.0K | 0.01% | +8,368+9,095.7% | Added |
| Shulman DeMeo Asset Management LLC | 8,425 | $719.5K | 0.22% | −179−2.1% | Reduced |
| IHT Wealth Management, LLC | 8,419 | $719.0K | 0.04% | +69+0.8% | Added |
| Corsair Capital Management, L.P. | 8,416 | $718.7K | 0.24% | −40.0% | Reduced |
| Good Life Advisors, LLC | 8,413 | $718.4K | 0.08% | −170−2.0% | Reduced |
| Global Retirement Partners, LLC | 8,373 | $715.1K | 0.03% | −1,395−14.3% | Reduced |
| Qtron Investments LLC | 8,355 | $713.5K | 0.14% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 8,350 | $713.1K | 0.40% | +300+3.7% | Added |
| Private Trust Co NA | 8,329 | $711.3K | 0.09% | −3,639−30.4% | Reduced |
| TRUE Private Wealth Advisors | 8,328 | $711.2K | 0.11% | +7+0.1% | Added |
| Maltin Wealth Management, Inc. | 8,262 | $705.6K | 0.50% | +562+7.3% | Added |
| Bull Street Advisors, LLC | 8,229 | $703.0K | 0.36% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,229 | $702.8K | 0.24% | +19+0.2% | Added |
| Busey Wealth Management | 8,209 | $701.0K | 0.03% | +711+9.5% | Added |
| Sciencast Management LP | 8,340 | $699.8K | 0.57% | +8,340 | New |
| Old National Bancorp | 8,189 | $699.3K | 0.02% | −3,235−28.3% | Reduced |
| Csenge Advisory Group | 8,152 | $696.2K | 0.05% | −467−5.4% | Reduced |
| Garner Asset Management Corp | 8,104 | $692.0K | 0.40% | −2,047−20.2% | Reduced |
| Park Edge Advisors, LLC | 8,097 | $691.5K | 0.23% | −2,375−22.7% | Reduced |
| HWG Holdings LP | 7,997 | $682.9K | 0.32% | −124−1.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,966 | $680.3K | 0.10% | +4,732+146.3% | Added |
| Affinity Investment Advisors, LLC | 7,922 | $676.5K | 0.39% | −4,249−34.9% | Reduced |
| Capital Markets Trading UK LLP | 7,873 | $672.0K | 0.49% | +7,873 | New |
| 1832 Asset Management L.P. | 7,855 | $670.8K | 0.00% | −241,600−96.9% | Reduced |
| Peoples Financial Services Corp. | 7,832 | $668.8K | 0.30% | −120−1.5% | Reduced |
| BKD Wealth Advisors, LLC | 7,818 | $667.7K | 0.02% | +1,950+33.2% | Added |
| Maven Securities LTD | 7,818 | $667.7K | 0.10% | +1,100+16.4% | Added |
| Meridian Investment Counsel Inc. | 7,813 | $667.2K | 0.24% | 00.0% | Unchanged |
| Diversified Trust Co | 7,797 | $665.9K | 0.02% | −5,735−42.4% | Reduced |
| V-Square Quantitative Management LLC | 7,762 | $662.9K | 0.48% | −407−5.0% | Reduced |
| Cookson Peirce & Co Inc | 7,746 | $662.0K | 0.04% | −529−6.4% | Reduced |
| Choate Investment Advisors | 7,745 | $661.4K | 0.03% | +4,779+161.1% | Added |
| Aigen Investment Management, LP | 7,731 | $660.2K | 0.10% | +7,731 | New |
| North Star Investment Management Corp. | 7,708 | $658.3K | 0.05% | 00.0% | Unchanged |
| Berkshire Bank | 7,667 | $654.8K | 0.18% | +84+1.1% | Added |
| Independent Investors Inc | 7,616 | $650.4K | 0.15% | −600−7.3% | Reduced |
| Voya Financial Advisors, Inc. | 7,626 | $650.0K | 0.08% | −47−0.6% | Reduced |
| Financial Management Professionals, Inc. | 7,599 | $649.0K | 0.11% | +232+3.1% | Added |
| TD Private Client Wealth LLC | 7,568 | $646.3K | 0.03% | +799+11.8% | Added |
| Bremer Bank National Association | 7,561 | $645.7K | 0.12% | −133−1.7% | Reduced |
| Hilltop Holdings Inc. | 7,552 | $644.9K | 0.08% | −5−0.1% | Reduced |
| Two Sigma Securities, LLC | 7,545 | $644.3K | 0.05% | −67,174−89.9% | Reduced |
| McMillion Capital Management Inc | 7,536 | $643.6K | 0.57% | −360−4.6% | Reduced |
| Evoke Wealth, LLC | 7,526 | $642.7K | 0.02% | +1,787+31.1% | Added |
| Cooper Financial Group | 7,519 | $642.1K | 0.16% | +447+6.3% | Added |
| Private Portfolio Partners LLC | 7,505 | $640.9K | 0.16% | +142+1.9% | 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 |
| XTX Topco Ltd | 7,488 | $639.5K | 0.11% | +1,778+31.1% | Added |
| Shufro Rose & Co LLC | 7,420 | $633.7K | 0.06% | −75−1.0% | Reduced |
| David Loasby | 7,575 | $631.2K | 0.07% | +497+7.0% | Added |
| KLCM Advisors, Inc. | 7,364 | $628.9K | 0.12% | +1,383+23.1% | Added |
| Burke & Herbert Bank & Trust Co | 7,352 | $627.9K | 0.43% | −417−5.4% | Reduced |
| Hills Bank & Trust Co | 7,344 | $627.2K | 0.08% | −759−9.4% | Reduced |
| Renaissance Investment Group LLC | 7,340 | $626.8K | 0.16% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 7,334 | $626.3K | 0.07% | +1,765+31.7% | Added |
| Northern Financial Advisors Inc | 7,230 | $617.4K | 0.54% | −816−10.1% | Reduced |
| Strategic Blueprint, LLC | 7,217 | $616.4K | 0.06% | −126−1.7% | Reduced |
| Robotti Robert | 7,215 | $616.2K | 0.10% | 00.0% | Unchanged |
| Mechanics Financial Corp | 7,201 | $615.0K | 0.33% | +80+1.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,200 | $614.9K | 0.01% | +7,200 | New |
| Claro Advisors LLC | 7,182 | $613.3K | 0.15% | +453+6.7% | Added |