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 |
|---|---|---|---|---|---|
| Waddell & Associates, LLC | 4,372 | $373.4K | 0.05% | +55+1.3% | Added |
| Bell & Brown Wealth Advisors, LLC | 4,365 | $372.8K | 0.19% | +87+2.0% | Added |
| Everhart Financial Group, Inc. | 4,353 | $371.7K | 0.16% | −460−9.6% | Reduced |
| AustralianSuper Pty Ltd | 4,351 | $371.6K | 0.00% | +4,351 | New |
| Samalin Investment Counsel, LLC | 4,335 | $370.2K | 0.20% | +4,335 | New |
| Quantamental Technologies LLC | 4,318 | $368.8K | 0.15% | −9,670−69.1% | Reduced |
| CNB Bank | 4,299 | $367.1K | 0.22% | +1,068+33.1% | Added |
| One River Asset Management, LLC | 4,295 | $366.1K | 0.29% | +4,295 | New |
| Freestone Capital Holdings, LLC | 4,266 | $364.3K | 0.01% | −164−3.7% | Reduced |
| Hexagon Capital Partners LLC | 4,250 | $363.0K | 0.10% | −75−1.7% | Reduced |
| Garde Capital, Inc. | 4,208 | $359.0K | 0.03% | +4,208 | New |
| Neo Ivy Capital Management | 4,194 | $358.0K | 0.19% | +4,194 | New |
| Continuum Advisory, LLC | 4,190 | $357.8K | 0.06% | +23+0.6% | Added |
| Powell Investment Advisors, LLC | 4,171 | $356.2K | 0.21% | +38+0.9% | Added |
| Robertson Stephens Wealth Management, LLC | 4,167 | $355.8K | 0.03% | −720−14.7% | Reduced |
| Destination Wealth Management | 4,161 | $355.3K | 0.01% | −237−5.4% | Reduced |
| Partners Capital Investment Group, LLP | 4,150 | $354.4K | 0.01% | +4,150 | New |
| Shepherd Financial Partners LLC | 4,149 | $354.3K | 0.05% | +211+5.4% | Added |
| Alliance Wealth Advisors, LLC | 4,133 | $353.0K | 0.25% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 4,128 | $352.5K | 0.02% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 4,086 | $348.9K | 0.17% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 4,065 | $347.2K | 0.16% | +1,243+44.0% | Added |
| Missouri Trust & Investment Co | 4,061 | $346.8K | 0.20% | +1,910+88.8% | Added |
| Farmers National Bank | 4,045 | $345.4K | 0.12% | −28−0.7% | Reduced |
| Twin Focus Capital Partners, LLC | 4,031 | $344.2K | 0.07% | +702+21.1% | Added |
| Eastern Bank | 3,991 | $340.8K | 0.02% | −203−4.8% | Reduced |
| Unigestion Holding SA | 3,968 | $338.2K | 0.02% | −765−16.2% | Reduced |
| RMR Wealth Builders | 3,959 | $338.1K | 0.06% | −13−0.3% | Reduced |
| Imprint Wealth LLC | 3,958 | $338.0K | 0.21% | +11+0.3% | Added |
| Avantax Planning Partners, Inc. | 3,949 | $337.2K | 0.01% | +134+3.5% | Added |
| Rosenberg Matthew Hamilton | 3,922 | $334.9K | 0.11% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,920 | $334.8K | 0.01% | −1,254−24.2% | Reduced |
| Eudaimonia Partners, LLC | 3,920 | $334.8K | 0.08% | −476−10.8% | Reduced |
| Meeder Asset Management Inc | 3,913 | $334.2K | 0.02% | −570−12.7% | Reduced |
| Curi Capital | 3,907 | $333.6K | 0.05% | −119−3.0% | Reduced |
| Regal Investment Advisors LLC | 3,903 | $333.3K | 0.03% | −1,355−25.8% | Reduced |
| Millennium Capital Advisors, LLC | 3,898 | $332.9K | 0.27% | +81+2.1% | Added |
| Centric Wealth Management | 3,986 | $332.4K | 0.13% | +875+28.1% | Added |
| Park National Corp | 3,889 | $332.1K | 0.01% | −114−2.8% | Reduced |
| Stelac Advisory Services LLC | 3,883 | $331.6K | 0.15% | −168−4.1% | Reduced |
| Granger Management LLC | 3,881 | $331.4K | 0.14% | −255−6.2% | Reduced |
| Platte River Wealth Advisors, LLC | 3,863 | $329.9K | 0.12% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,853 | $329.1K | 0.08% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3,852 | $329.0K | 0.04% | −126−3.2% | Reduced |
| Nwam LLC | 3,824 | $326.6K | 0.03% | −122−3.1% | Reduced |
| Altus Wealth Group LLC | 3,807 | $325.2K | 0.20% | −95−2.4% | Reduced |
| Herold Advisors, Inc. | 3,784 | $323.1K | 0.10% | +2+0.1% | Added |
| MCF Advisors LLC | 3,777 | $322.5K | 0.03% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,771 | $322.0K | 0.24% | +123+3.4% | Added |
| Overbrook Management Corp | 3,764 | $321.4K | 0.08% | 00.0% | Unchanged |
| Sentinus, LLC | 3,753 | $320.5K | 0.10% | −15−0.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 3,732 | $318.7K | 0.08% | +186+5.2% | Added |
| St Germain D J Co Inc | 3,730 | $318.5K | 0.02% | +3,730 | New |
| Hollencrest Capital Management | 3,730 | $318.5K | 0.03% | −17−0.5% | Reduced |
| Davidson Investment Advisors | 3,724 | $318.0K | 0.02% | −185−4.7% | Reduced |
| Hudock, Inc. | 3,694 | $315.5K | 0.07% | −225−5.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,692 | $315.3K | 0.23% | +302+8.9% | Added |
| First Financial Bank - Trust Division | 3,684 | $314.6K | 0.03% | +26+0.7% | Added |
| AXS Investments LLC | 3,680 | $314.3K | 0.08% | +234+6.8% | Added |
| BLB&B Advisors, LLC | 3,658 | $312.4K | 0.02% | −479−11.6% | Reduced |
| Integrated Investment Consultants, LLC | 3,658 | $312.4K | 0.10% | −337−8.4% | Reduced |
| Frisch Financial Group, Inc. | 3,652 | $312.0K | 0.15% | −575−13.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,639 | $310.8K | 0.00% | +950+35.3% | Added |
| MidWestOne Financial Group, Inc. | 3,614 | $308.6K | 0.07% | 00.0% | Unchanged |
| Alerus Financial NA | 3,604 | $307.8K | 0.03% | −98−2.6% | Reduced |
| Alta Advisers Ltd | 3,600 | $307.4K | 0.17% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 3,593 | $307.0K | 0.07% | +897+33.3% | Added |
| Duncker Streett & Co Inc | 3,571 | $305.0K | 0.07% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 3,570 | $304.9K | 0.09% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 3,564 | $304.4K | 0.01% | +3,564 | New |
| Measured Wealth Private Client Group, LLC | 3,550 | $303.2K | 0.12% | +28+0.8% | Added |
| Cohen & Steers, Inc. | 3,553 | $303.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 3,524 | $301.0K | 0.00% | −106,858−96.8% | Reduced |
| True North Advisors, LLC | 3,522 | $300.8K | 0.09% | +3,522 | New |
| Forte Capital LLC | 3,518 | $300.4K | 0.04% | +13+0.4% | Added |
| Guardian Capital Advisors LP | 3,500 | $300.2K | 0.03% | +3,500 | New |
| Operose Advisors LLC | 3,511 | $299.8K | 0.14% | +254+7.8% | Added |
| City State Bank | 3,500 | $299.0K | 0.16% | −75−2.1% | Reduced |
| Morningstar Investment Management LLC | 3,505 | $299.0K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,499 | $298.8K | 0.06% | +722+26.0% | Added |
| Capstone Financial Advisors, Inc. | 3,475 | $296.8K | 0.02% | +101+3.0% | Added |
| Lavaca Capital LLC | 3,469 | $296.3K | 0.09% | −2,573−42.6% | Reduced |
| Hoylecohen, LLC | 3,464 | $295.9K | 0.03% | −665−16.1% | Reduced |
| Arkadios Wealth Advisors | 3,424 | $292.4K | 0.03% | +69+2.1% | Added |
| Independent Financial Group, LLC | 3,419 | $292.0K | 0.02% | +79+2.4% | Added |
| Wallace Advisory Group, LLC | 3,276 | $287.6K | 0.22% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 3,366 | $287.5K | 0.14% | −36,036−91.5% | Reduced |
| Delphia (USA) Inc. | 3,360 | $286.9K | 0.45% | +3,360 | New |
| Trilogy Capital Inc. | 3,048 | $286.5K | 0.02% | −1,680−35.5% | Reduced |
| Pinnacle Financial Partners Inc | 3,354 | $286.4K | 0.01% | +704+26.6% | Added |
| Richwood Investment Advisors, LLC | 3,349 | $286.0K | 0.28% | −176−5.0% | Reduced |
| Journey Advisory Group, LLC | 3,337 | $285.0K | 0.04% | +150+4.7% | Added |
| JGP Wealth Management, LLC | 3,336 | $284.9K | 0.05% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 3,333 | $284.6K | 0.11% | 00.0% | Unchanged |
| Janney Capital Management LLC | 3,323 | $284.0K | 0.02% | −7−0.2% | Reduced |
| Goldstone Financial Group, LLC | 3,303 | $282.1K | 0.08% | +325+10.9% | Added |
| Cutler Group LP | 3,305 | $282.0K | 0.07% | +3,305 | New |
| Quadrant Private Wealth Management, LLC | 3,283 | $280.3K | 0.08% | +76+2.4% | Added |
| Marathon Capital Management | 3,277 | $279.9K | 0.07% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 3,267 | $279.0K | 0.01% | −83−2.5% | Reduced |