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 |
|---|---|---|---|---|---|
| Atom Investors LP | 5,505 | $470.1K | 0.18% | +5,505 | New |
| Financial Advisors, LLC | 5,476 | $467.7K | 0.11% | −114−2.0% | Reduced |
| Boston Financial Mangement LLC | 5,472 | $467.3K | 0.02% | −134−2.4% | Reduced |
| V Wealth Advisors LLC | 5,468 | $466.9K | 0.08% | +966+21.5% | Added |
| Echo Street Capital Management LLC | 5,439 | $464.5K | 0.00% | +5,439 | New |
| Gladstone Institutional Advisory LLC | 5,435 | $464.1K | 0.03% | −6,868−55.8% | Reduced |
| Kovack Advisors, Inc. | 5,380 | $459.5K | 0.06% | −910−14.5% | Reduced |
| Bahl & Gaynor Inc | 5,379 | $459.4K | 0.00% | −24−0.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,375 | $459.0K | 0.06% | −1,858−25.7% | Reduced |
| Change Path, LLC | 5,368 | $458.0K | 0.02% | +937+21.1% | Added |
| First Interstate Bank | 5,350 | $456.9K | 0.04% | −115−2.1% | Reduced |
| Rothschild Investment Corp | 5,335 | $456.0K | 0.04% | +454+9.3% | Added |
| CVA Family Office, LLC | 5,321 | $454.4K | 0.10% | −29−0.5% | Reduced |
| Silvia McColl Wealth Management, LLC | 5,315 | $453.9K | 0.42% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 5,293 | $452.0K | 0.22% | +870+19.7% | Added |
| Pinebridge Investments, L.P. | 5,282 | $451.1K | 0.00% | −868−14.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,262 | $449.4K | 0.06% | +170+3.3% | Added |
| Skba Capital Management LLC | 5,250 | $448.4K | 0.08% | −100−1.9% | Reduced |
| BSW Wealth Partners | 5,250 | $448.3K | 0.09% | −148−2.7% | Reduced |
| Catalyst Financial Partners LLC | 5,227 | $446.4K | 0.16% | +543+11.6% | Added |
| Exencial Wealth Advisors, LLC | 5,215 | $445.4K | 0.02% | +20+0.4% | Added |
| Strategic Financial Services, Inc, | 5,082 | $445.0K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,210 | $444.9K | 0.06% | +132+2.6% | Added |
| Concord Asset Management, LLC | 5,204 | $444.5K | 0.16% | +1,292+33.0% | Added |
| C2C Wealth Management, LLC | 5,121 | $443.6K | 0.06% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,159 | $440.6K | 0.06% | −434−7.8% | Reduced |
| Gryphon Financial Partners LLC | 5,120 | $437.3K | 0.10% | −858−14.4% | Reduced |
| First County Bank | 5,104 | $435.9K | 0.21% | −678−11.7% | Reduced |
| Evergreen Capital Management LLC | 5,101 | $435.6K | 0.02% | −2,113−29.3% | Reduced |
| Cable Hill Partners, LLC | 5,081 | $433.9K | 0.06% | −428−7.8% | Reduced |
| Mill Creek Capital Advisors, LLC | 5,076 | $433.5K | 0.01% | +979+23.9% | Added |
| Bridgefront Capital, LLC | 5,075 | $433.4K | 0.23% | +5,075 | New |
| CFS Investment Advisory Services, LLC | 5,066 | $433.0K | 0.06% | +5,066 | New |
| Arcataur Capital Management LLC | 5,067 | $432.7K | 0.18% | +5,067 | New |
| Insight 2811, Inc. | 5,063 | $432.4K | 0.24% | −672−11.7% | Reduced |
| Bell Bank | 5,060 | $432.1K | 0.05% | −311−5.8% | Reduced |
| Lindbrook Capital, LLC | 5,043 | $430.7K | 0.05% | −48−0.9% | Reduced |
| X-Square Capital, LLC | 5,021 | $429.0K | 0.29% | −48−0.9% | Reduced |
| Integris Wealth Management, LLC | 5,019 | $428.6K | 0.15% | −40−0.8% | Reduced |
| HBK Sorce Advisory LLC | 5,004 | $427.3K | 0.02% | −504−9.2% | Reduced |
| Allstate Corp | 4,986 | $425.8K | 0.03% | 00.0% | Unchanged |
| First National Advisers, LLC | 4,981 | $425.0K | 0.39% | −1,481−22.9% | Reduced |
| Tiemann Investment Advisors, LLC | 4,961 | $423.7K | 0.22% | +175+3.7% | Added |
| Capital Advisors Inc | 4,957 | $423.4K | 0.01% | +1,687+51.6% | Added |
| Davis R M Inc | 4,948 | $423.0K | 0.01% | +46+0.9% | Added |
| Americana Partners, LLC | 4,934 | $421.4K | 0.05% | −1,003−16.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,739 | $420.8K | 0.07% | +4,739 | New |
| Buckingham Strategic Wealth, LLC | 4,924 | $420.5K | 0.01% | −1,551−24.0% | Reduced |
| Executive Wealth Group LLC | 4,915 | $419.7K | 0.28% | +46+0.9% | Added |
| Riverwater Partners LLC | 4,869 | $415.8K | 0.37% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 4,867 | $415.7K | 0.19% | +275+6.0% | Added |
| Cornerstone Wealth Management, LLC | 4,866 | $415.6K | 0.04% | −185−3.7% | Reduced |
| DT Investment Partners, LLC | 4,536 | $412.5K | 0.05% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,816 | $411.3K | 0.04% | −16,652−77.6% | Reduced |
| Arista Wealth Management, LLC | 4,815 | $411.2K | 0.17% | 00.0% | Unchanged |
| Viawealth, LLC | 4,805 | $410.3K | 0.31% | −888−15.6% | Reduced |
| Fortem Financial Group, LLC | 4,802 | $410.1K | 0.24% | +1,144+31.3% | Added |
| Chatham Capital Group, Inc. | 4,801 | $410.0K | 0.09% | +2,010+72.0% | Added |
| Marcum Wealth, LLC | 4,794 | $409.4K | 0.05% | −485−9.2% | Reduced |
| Omnia Family Wealth, LLC | 4,794 | $409.4K | 0.28% | 00.0% | Unchanged |
| STAR Financial Bank | 4,790 | $409.1K | 0.38% | +26+0.5% | Added |
| Lebenthal Global Advisors, LLC | 4,785 | $408.6K | 0.12% | −425−8.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,783 | $408.5K | 0.12% | +200+4.4% | Added |
| KG&L Capital Management,LLC | 4,764 | $406.8K | 0.20% | −546−10.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,753 | $406.0K | 0.16% | −959−16.8% | Reduced |
| Tanager Wealth Management LLP | 4,752 | $405.8K | 0.09% | +118+2.5% | Added |
| Ledyard National Bank | 4,741 | $404.9K | 0.04% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 4,732 | $404.1K | 0.06% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 4,727 | $403.7K | 0.29% | +1,060+28.9% | Added |
| Main Street Financial Solutions, LLC | 4,716 | $402.7K | 0.05% | −81−1.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,710 | $402.2K | 0.08% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,708 | $402.0K | 0.03% | −4,918−51.1% | Reduced |
| Vivaldi Capital Management, LLC | 4,704 | $401.7K | 0.12% | +311+7.1% | Added |
| Kaizen Financial Strategies | 4,668 | $400.4K | 0.34% | +935+25.0% | Added |
| West Family Investments, Inc. | 4,677 | $399.4K | 0.16% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 4,675 | $399.2K | 0.09% | −11,500−71.1% | Reduced |
| Farther Finance Advisors, LLC | 4,669 | $398.8K | 0.09% | +1,884+67.6% | Added |
| American Trust | 4,663 | $398.2K | 0.03% | −200−4.1% | Reduced |
| Arete Wealth Advisors, LLC | 4,814 | $398.0K | 0.04% | −613−11.3% | Reduced |
| Peoples Bank | 4,660 | $398.0K | 0.24% | −75−1.6% | Reduced |
| Pinnacle Bancorp, Inc. | 4,658 | $397.8K | 0.14% | +260+5.9% | Added |
| King Wealth | 4,613 | $394.0K | 0.08% | +86+1.9% | Added |
| Owen LaRue, LLC | 4,556 | $393.7K | 0.41% | +4,556 | New |
| First Dallas Securities Inc. | 4,600 | $393.0K | 0.22% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,594 | $392.0K | 0.02% | +403+9.6% | Added |
| Wealth Alliance | 4,589 | $391.9K | 0.06% | −713−13.4% | Reduced |
| Addison Advisors LLC | 4,587 | $391.7K | 0.19% | +248+5.7% | Added |
| CFM Wealth Partners LLC | 4,584 | $391.5K | 0.10% | −12−0.3% | Reduced |
| Aj Wealth Strategies, LLC | 4,581 | $391.2K | 0.02% | +172+3.9% | Added |
| SlateStone Wealth, LLC | 4,562 | $390.0K | 0.07% | +455+11.1% | Added |
| Jump Financial, LLC | 4,491 | $383.5K | 0.01% | +4,491 | New |
| Zions Bancorporation, N.A. | 4,490 | $383.4K | 0.03% | −26−0.6% | Reduced |
| Baron Wealth Management LLC | 4,460 | $380.9K | 0.24% | +20.0% | Added |
| Alpha Cubed Investments, LLC | 4,449 | $380.0K | 0.03% | −671−13.1% | Reduced |
| Ronald Blue Trust, Inc. | 4,309 | $379.0K | 0.01% | −5,588−56.5% | Reduced |
| Orion Capital Management LLC | 4,420 | $377.5K | 0.25% | +4,220+2,110.0% | Added |
| Alpha Family Trust | 4,405 | $376.2K | 0.26% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 4,400 | $375.8K | 0.14% | +96+2.2% | Added |
| Headlands Technologies LLC | 4,390 | $374.9K | 0.12% | +4,390 | New |
| RSM US Wealth Management LLC | 4,390 | $374.9K | 0.01% | +38+0.9% | Added |