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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 7,179 | $613.1K | 0.00% | −84,135−92.1% | Reduced |
| Personal Cfo Solutions, LLC | 7,165 | $611.9K | 0.12% | +646+9.9% | Added |
| Hyman Charles D | 7,157 | $611.0K | 0.04% | −15−0.2% | Reduced |
| Empower Advisory Group, LLC | 7,125 | $608.5K | 0.00% | −188−2.6% | Reduced |
| Citizens Financial Group Inc | 7,099 | $606.3K | 0.02% | −5,302−42.8% | Reduced |
| AlphaCore Capital LLC | 7,033 | $600.6K | 0.10% | −1,159−14.1% | Reduced |
| Colony Group LLC | 7,028 | $600.0K | 0.01% | −105−1.5% | Reduced |
| Sunbelt Securities, Inc. | 7,017 | $599.2K | 0.09% | +414+6.3% | Added |
| Caerus Investment Advisors, LLC | 7,010 | $598.7K | 0.68% | 00.0% | Unchanged |
| Parkside Investments, LLC | 7,000 | $597.8K | 0.11% | 00.0% | Unchanged |
| Balentine LLC | 6,983 | $596.3K | 0.02% | −6,291−47.4% | Reduced |
| Welch & Forbes LLC | 6,961 | $594.5K | 0.01% | −739−9.6% | Reduced |
| Salzhauer Michael | 6,940 | $592.7K | 0.64% | −200−2.8% | Reduced |
| Transatlantique Private Wealth LLC | 6,937 | $592.4K | 0.31% | +314+4.7% | Added |
| IFG Advisors, LLC | 6,932 | $592.0K | 0.21% | 00.0% | Unchanged |
| HM Payson & Co | 6,922 | $591.1K | 0.01% | −230−3.2% | Reduced |
| Orca Investment Management, LLC | 6,922 | $591.1K | 0.64% | 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 |
| TriaGen Wealth Management LLC | 6,905 | $589.7K | 0.27% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11,466 | $587.3K | 0.03% | +2,437+27.0% | Added |
| Clifford Group, LLC | 6,872 | $586.8K | 0.63% | +1,317+23.7% | Added |
| Mission Wealth Management, LP | 6,860 | $585.8K | 0.02% | +902+15.1% | Added |
| Schonfeld Strategic Advisors LLC | 6,780 | $579.0K | 0.01% | +6,780 | New |
| West Oak Capital, LLC | 6,757 | $577.0K | 0.28% | −1,137−14.4% | Reduced |
| Icon Wealth Partners, LLC | 6,736 | $575.2K | 0.06% | +3,071+83.8% | Added |
| Douglass Winthrop Advisors, LLC | 6,728 | $574.5K | 0.01% | +1,005+17.6% | Added |
| Canton Hathaway, LLC | 6,725 | $574.0K | 0.18% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 6,682 | $570.6K | 0.02% | −50−0.7% | Reduced |
| Breakwater Capital Group | 6,674 | $570.0K | 0.21% | +883+15.2% | Added |
| CenterStar Asset Management, LLC | 6,664 | $569.7K | 0.52% | +6,664 | New |
| Western Wealth Management, LLC | 6,660 | $568.7K | 0.05% | −5−0.1% | Reduced |
| Roundview Capital LLC | 6,655 | $568.3K | 0.06% | +1,055+18.8% | Added |
| Lake Street Financial LLC | 6,643 | $567.3K | 0.10% | −248−3.6% | Reduced |
| Somerville Kurt F | 6,640 | $567.1K | 0.11% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6,634 | $566.5K | 0.00% | +3,025+83.8% | Added |
| Harbor Advisors LLC | 6,608 | $564.3K | 0.12% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 6,577 | $561.7K | 0.00% | +2,783+73.4% | Added |
| Arbor Investment Advisors, LLC | 6,555 | $559.8K | 0.10% | −26−0.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,500 | $555.1K | 0.10% | +380+6.2% | Added |
| Corton Capital Inc. | 6,496 | $554.8K | 0.26% | +6,496 | New |
| Lee Danner & Bass Inc | 6,488 | $554.0K | 0.05% | +13+0.2% | Added |
| Fort Washington Investment Advisors Inc | 6,468 | $552.4K | 0.00% | −931−12.6% | Reduced |
| Anchor Investment Management, LLC | 6,467 | $552.3K | 0.07% | +346+5.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,436 | $549.6K | 0.04% | −43−0.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,430 | $549.0K | 0.02% | +747+13.1% | Added |
| Park Circle Co | 6,400 | $546.6K | 0.51% | 00.0% | Unchanged |
| Concord Wealth Partners | 6,395 | $546.1K | 0.12% | +2,565+67.0% | Added |
| Bank of Hawaii | 6,356 | $542.8K | 0.03% | −15−0.2% | Reduced |
| Castle Wealth Management LLC | 6,346 | $541.9K | 0.38% | +217+3.5% | Added |
| Brown Capital Management LLC | 6,320 | $539.7K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 6,313 | $539.1K | 0.02% | −89,875−93.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 6,312 | $539.0K | 0.10% | +2,260+55.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,280 | $536.3K | 0.10% | +21+0.3% | Added |
| Chicago Wealth Management, Inc. | 6,243 | $533.2K | 0.41% | 00.0% | Unchanged |
| US Asset Management LLC | 6,231 | $532.0K | 0.56% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,228 | $531.9K | 0.13% | −138−2.2% | Reduced |
| Waldron Private Wealth LLC | 6,222 | $531.4K | 0.03% | −2,818−31.2% | Reduced |
| Clear Harbor Asset Management, LLC | 6,213 | $530.6K | 0.05% | −105−1.7% | Reduced |
| La Financiere de L'Echiquier | 6,200 | $529.5K | 0.03% | +3,500+129.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,141 | $524.4K | 0.02% | −3,731−37.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 6,133 | $523.8K | 0.02% | +10.0% | Added |
| Advisors Capital Management, LLC | 6,129 | $523.0K | 0.01% | +576+10.4% | Added |
| Adirondack Trust Co | 5,709 | $522.7K | 0.24% | +140+2.5% | Added |
| Carlson Capital Management | 6,094 | $520.4K | 0.03% | +116+1.9% | Added |
| Visionary Wealth Advisors | 6,075 | $518.8K | 0.04% | −227−3.6% | Reduced |
| Graypoint LLC | 6,051 | $516.8K | 0.05% | −1,440−19.2% | Reduced |
| Sippican Capital Advisors | 6,051 | $516.8K | 0.48% | −222−3.5% | Reduced |
| Wharton Business Group, LLC | 6,024 | $514.0K | 0.03% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 6,011 | $513.3K | 0.24% | +57+1.0% | Added |
| ASB Consultores, LLC | 6,010 | $513.3K | 0.25% | −849−12.4% | Reduced |
| Red Lighthouse Investment Management, LLC | 5,950 | $508.1K | 0.23% | 00.0% | Unchanged |
| Cambridge Trust Co | 5,904 | $504.2K | 0.02% | −352−5.6% | Reduced |
| Thomas White International Ltd | 5,879 | $502.1K | 0.10% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 5,870 | $501.3K | 0.21% | +145+2.5% | Added |
| Beta Wealth Group, Inc. | 5,800 | $495.3K | 0.29% | +900+18.4% | Added |
| Berger Financial Group, Inc | 5,776 | $493.3K | 0.06% | −101−1.7% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 5,772 | $492.9K | 0.16% | −233−3.9% | Reduced |
| Heritage Wealth Advisors | 5,752 | $491.2K | 0.03% | +6+0.1% | Added |
| NorthRock Partners, LLC | 5,738 | $490.0K | 0.05% | −1,182−17.1% | Reduced |
| Pacitti Group Inc. | 5,722 | $488.7K | 0.34% | −726−11.3% | Reduced |
| Kingsview Wealth Management, LLC | 5,715 | $488.1K | 0.02% | −170−2.9% | Reduced |
| Strategic Investment Advisors | 5,705 | $487.2K | 0.07% | +188+3.4% | Added |
| Essex Financial Services, Inc. | 5,705 | $487.2K | 0.06% | −2,232−28.1% | Reduced |
| Wealth Effects LLC | 5,704 | $487.2K | 0.21% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 5,700 | $486.8K | 0.17% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 5,685 | $485.5K | 0.03% | +618+12.2% | Added |
| Aaron Wealth Advisors | 5,684 | $485.4K | 0.06% | −205−3.5% | Reduced |
| American National Bank | 5,683 | $485.3K | 0.08% | +223+4.1% | Added |
| Rehmann Capital Advisory Group | 5,679 | $485.1K | 0.04% | −58−1.0% | Reduced |
| Legacy Financial Advisors, Inc. | 5,653 | $482.8K | 0.09% | −106−1.8% | Reduced |
| Bank of Nova Scotia Trust Co | 5,623 | $480.2K | 0.05% | +36+0.6% | Added |
| Clearstead Advisors, LLC | 5,619 | $479.9K | 0.03% | −1,023−15.4% | Reduced |
| RFG Advisory, LLC | 5,614 | $479.4K | 0.02% | −144−2.5% | Reduced |
| Ausdal Financial Partners, Inc. | 5,592 | $477.6K | 0.07% | +367+7.0% | Added |
| LS Investment Advisors, LLC | 5,550 | $474.0K | 0.08% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 5,549 | $473.9K | 0.04% | +714+14.8% | Added |
| Curbstone Financial Management Corp | 5,532 | $472.4K | 0.11% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,526 | $471.9K | 0.08% | −44−0.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 5,521 | $471.5K | 0.08% | −942−14.6% | Reduced |