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 |
|---|---|---|---|---|---|
| DGS Capital Management, LLC | 3,259 | $278.4K | 0.14% | +2+0.1% | Added |
| Independent Solutions Wealth Management, LLC | 3,258 | $278.2K | 0.08% | 00.0% | Unchanged |
| Menard Financial Group LLC | 3,248 | $277.4K | 0.57% | −3,877−54.4% | Reduced |
| Aspiriant, LLC | 3,244 | $277.0K | 0.01% | −65−2.0% | Reduced |
| Guerra Pan Advisors, LLC | 3,239 | $276.6K | 0.31% | 00.0% | Unchanged |
| Manchester Financial Inc | 3,228 | $275.7K | 0.08% | 00.0% | Unchanged |
| Rational Advisors LLC | 3,220 | $275.0K | 0.02% | −3,154−49.5% | Reduced |
| Aprio Wealth Management, LLC | 3,217 | $274.8K | 0.08% | −223−6.5% | Reduced |
| Johnson Investment Counsel Inc | 3,214 | $274.5K | 0.00% | −324−9.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 3,200 | $273.3K | 0.00% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,188 | $272.3K | 0.16% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 3,158 | $269.7K | 0.03% | −352−10.0% | Reduced |
| Joule Financial, LLC | 3,158 | $269.7K | 0.14% | +3+0.1% | Added |
| Apriem Advisors | 3,136 | $267.8K | 0.04% | +200+6.8% | Added |
| Objective Capital Management, LLC | 3,134 | $267.6K | 0.23% | +10.0% | Added |
| Strait & Sound Wealth Management LLC | 3,129 | $267.2K | 0.26% | −228−6.8% | Reduced |
| Keel Point, LLC | 3,125 | $266.9K | 0.04% | +381+13.9% | Added |
| Sound View Wealth Advisors Group, LLC | 3,120 | $266.4K | 0.03% | +503+19.2% | Added |
| Focus Financial Network, Inc. | 3,119 | $266.3K | 0.01% | +461+17.3% | Added |
| Valley National Advisers Inc | 3,108 | $266.0K | 0.04% | −90−2.8% | Reduced |
| Private Asset Management Inc | 3,082 | $263.2K | 0.05% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3,022 | $261.2K | 0.11% | +2+0.1% | Added |
| Financial Advocates Investment Management | 3,030 | $258.7K | 0.02% | −569−15.8% | Reduced |
| Ropes Wealth Advisors LLC | 3,028 | $258.6K | 0.04% | +373+14.0% | Added |
| NBW Capital LLC | 3,025 | $258.3K | 0.06% | +123+4.2% | Added |
| Stiles Financial Services Inc | 3,022 | $258.1K | 0.13% | +25+0.8% | Added |
| Five Oceans Advisors | 3,019 | $257.8K | 0.17% | −36−1.2% | Reduced |
| Spirit of America Management Corp | 3,000 | $256.2K | 0.06% | 00.0% | Unchanged |
| Family Management Corp | 3,000 | $256.2K | 0.06% | +3,000 | New |
| Manchester Capital Management LLC | 2,998 | $256.0K | 0.03% | +64+2.2% | Added |
| TD Ameritrade Investment Management, LLC | 2,994 | $256.0K | 0.00% | −445−12.9% | Reduced |
| SOL Capital Management CO | 3,000 | $256.0K | 0.04% | −120−3.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,990 | $255.3K | 0.07% | +489+19.6% | Added |
| Moloney Securities Asset Management, LLC | 2,986 | $255.0K | 0.05% | −7,616−71.8% | Reduced |
| NBT Bank N A | 2,982 | $254.7K | 0.04% | −325−9.8% | Reduced |
| Crewe Advisors LLC | 2,977 | $254.2K | 0.04% | +149+5.3% | Added |
| O'Rourke & Company, Inc | 2,978 | $254.0K | 0.18% | +16+0.5% | Added |
| Ipswich Investment Management Co., Inc. | 2,968 | $253.5K | 0.07% | −100−3.3% | Reduced |
| Advus Financial Partners, LLC | 2,963 | $253.0K | 0.10% | −435−12.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 2,952 | $252.1K | 0.09% | +32+1.1% | Added |
| Tributary Capital Management, LLC | 2,950 | $251.9K | 0.02% | −1,120−27.5% | Reduced |
| Valmark Advisers, Inc. | 2,949 | $251.8K | 0.01% | +62+2.1% | Added |
| Glen Eagle Advisors, LLC | 2,948 | $251.8K | 0.06% | −2,062−41.2% | Reduced |
| SageView Advisory Group, LLC | 2,938 | $250.9K | 0.01% | −31−1.0% | Reduced |
| Coastal Investment Advisors, Inc. | 2,911 | $248.6K | 0.05% | −13−0.4% | Reduced |
| American State Bank (Iowa) | 2,908 | $248.3K | 0.17% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,908 | $248.3K | 0.02% | +2,908 | New |
| Apexium Financial, LP | 2,904 | $248.0K | 0.02% | +2,904 | New |
| Mastrapasqua Asset Management Inc | 2,900 | $247.7K | 0.03% | −100−3.3% | Reduced |
| Keystone Financial Group | 2,886 | $246.5K | 0.04% | +2,886 | New |
| Interchange Capital Partners, LLC | 2,884 | $246.2K | 0.19% | −10,432−78.3% | Reduced |
| Navis Wealth Advisors, LLC | 2,862 | $244.4K | 0.22% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,862 | $244.4K | 0.03% | +192+7.2% | Added |
| T. Rowe Price Investment Management, Inc. | 2,840 | $243.0K | 0.00% | +2,840 | New |
| Enterprise Financial Services Corp | 2,843 | $242.8K | 0.15% | −147−4.9% | Reduced |
| Vantage Consulting Group Inc | 2,842 | $242.7K | 0.14% | +16+0.6% | Added |
| Syntax Advisors, LLC | 2,842 | $242.7K | 0.20% | +16+0.6% | Added |
| Kingfisher Capital LLC | 2,826 | $241.0K | 0.06% | +281+11.0% | Added |
| Windsor Group LTD | 2,820 | $241.0K | 0.04% | +308+12.3% | Added |
| Bragg Financial Advisors, Inc | 2,821 | $240.9K | 0.01% | −366−11.5% | Reduced |
| Perfromance Wealth Partners, LLC | 2,798 | $240.4K | 0.01% | −100−3.5% | Reduced |
| Girard Partners Ltd. | 2,812 | $240.2K | 0.03% | −621−18.1% | Reduced |
| Mirabella Financial Services LLP | 2,800 | $239.1K | 0.03% | −4,910−63.7% | Reduced |
| Cantor Fitzgerald, L. P. | 2,798 | $238.9K | 0.01% | +198+7.6% | Added |
| Annapolis Financial Services, LLC | 2,797 | $238.9K | 0.07% | −218−7.2% | Reduced |
| Fortis Group Advisors, LLC | 2,779 | $237.3K | 0.06% | 00.0% | Unchanged |
| Wrapmanager Inc | 2,775 | $237.0K | 0.07% | −647−18.9% | Reduced |
| Planned Solutions, Inc. | 2,772 | $236.7K | 0.14% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,762 | $235.9K | 0.06% | +128+4.9% | Added |
| Willow Creek Wealth Management Inc. | 2,762 | $235.9K | 0.03% | +19+0.7% | Added |
| Private Capital Management LLC | 2,756 | $235.4K | 0.07% | −280−9.2% | Reduced |
| Phillips Wealth Planners LLC | 2,756 | $235.4K | 0.31% | +43+1.6% | Added |
| Brookfield Asset Management Inc. | 2,753 | $235.1K | 0.00% | −13,165−82.7% | Reduced |
| Key Financial Inc | 2,751 | $234.9K | 0.08% | +175+6.8% | Added |
| Associated Banc-Corp | 2,749 | $234.8K | 0.01% | +91+3.4% | Added |
| Pathway Financial Advisors LLC | 2,737 | $233.7K | 0.08% | −83−2.9% | Reduced |
| Pallas Capital Advisors LLC | 2,701 | $233.3K | 0.01% | −3,669−57.6% | Reduced |
| Ellsworth Advisors, LLC | 2,724 | $232.6K | 0.08% | +10+0.4% | Added |
| Broadleaf Partners, LLC | 2,719 | $232.2K | 0.08% | 00.0% | Unchanged |
| Reik & Co., LLC | 2,703 | $230.8K | 0.06% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,700 | $230.6K | 0.13% | +1,051+63.7% | Added |
| Gyroscope Capital Management Group, LLC | 2,700 | $230.6K | 0.05% | +2,700 | New |
| Argent Advisors, Inc. | 2,680 | $228.9K | 0.10% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 2,675 | $228.4K | 0.05% | −150−5.3% | Reduced |
| Lazari Capital Management, Inc. | 2,672 | $228.2K | 0.13% | +2,672 | New |
| Avestar Capital, LLC | 2,663 | $227.4K | 0.04% | +360+15.6% | Added |
| Congress Park Capital LLC | 2,650 | $226.3K | 0.13% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,646 | $226.0K | 0.05% | +192+7.8% | Added |
| Wellington Shields Capital Management, LLC | 2,637 | $225.2K | 0.03% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,636 | $225.1K | 0.10% | −3−0.1% | Reduced |
| Sepio Capital, LP | 2,635 | $225.0K | 0.02% | −378−12.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,628 | $224.4K | 0.03% | +117+4.7% | Added |
| Soltis Investment Advisors LLC | 2,625 | $224.1K | 0.03% | +170+6.9% | Added |
| Zhang Financial LLC | 2,623 | $224.0K | 0.02% | +2,623 | New |
| Oakworth Capital, Inc. | 2,593 | $221.4K | 0.02% | −107−4.0% | Reduced |
| Kennedy Investment Group | 2,591 | $221.3K | 0.13% | +2,591 | New |
| Newbridge Financial Services Group, Inc. | 2,591 | $221.3K | 0.11% | −574−18.1% | Reduced |
| Welch Group, LLC | 2,588 | $221.0K | 0.01% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,512 | $220.6K | 0.07% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 2,570 | $219.5K | 0.13% | +40+1.6% | Added |