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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 2,568 | $219.3K | 0.09% | +98+4.0% | Added |
| Summit Global Investments | 2,563 | $219.0K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,562 | $218.9K | 0.03% | −29−1.1% | Reduced |
| Industrial Alliance Investment Management Inc. | 2,550 | $218.0K | 0.11% | −55,290−95.6% | Reduced |
| McLean Asset Management Corp | 2,551 | $217.8K | 0.09% | −227−8.2% | Reduced |
| Horizon Wealth Management, LLC | 2,546 | $217.4K | 0.09% | +3+0.1% | Added |
| Sandy Spring Bank | 2,542 | $217.1K | 0.01% | −83−3.2% | Reduced |
| Thrive Wealth Management, LLC | 2,538 | $216.8K | 0.06% | +2,538 | New |
| Bangor Savings Bank | 2,525 | $215.6K | 0.02% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 2,523 | $215.5K | 0.03% | +193+8.3% | Added |
| Flynn Zito Capital Management, LLC | 2,521 | $215.3K | 0.15% | 00.0% | Unchanged |
| Doheny Asset Management | 2,523 | $215.0K | 0.18% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,500 | $214.0K | 0.10% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,500 | $213.5K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2,500 | $213.0K | 0.11% | −2,420−49.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,486 | $212.3K | 0.02% | +2,486 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 2,484 | $212.2K | 0.05% | +68+2.8% | Added |
| Provence Wealth Management Group | 2,480 | $211.8K | 0.12% | −663−21.1% | Reduced |
| Baker Avenue Asset Management, LP | 2,475 | $211.4K | 0.01% | +267+12.1% | Added |
| M&R Capital Management Inc | 2,468 | $210.8K | 0.06% | −1,229−33.2% | Reduced |
| Advisory Research Inc | 2,465 | $210.5K | 0.03% | +2,465 | New |
| Pflug Koory, LLC | 2,459 | $210.0K | 0.11% | −35−1.4% | Reduced |
| IVC Wealth Advisors LLC | 2,457 | $209.8K | 0.13% | −92−3.6% | Reduced |
| Norway Savings Bank | 2,453 | $209.5K | 0.11% | −250−9.2% | Reduced |
| Birch Hill Investment Advisors LLC | 2,451 | $209.3K | 0.01% | +2,451 | New |
| Hemington Wealth Management | 2,450 | $209.0K | 0.08% | −92−3.6% | Reduced |
| Circle Wealth Management, LLC | 2,447 | $209.0K | 0.03% | −2,189−47.2% | Reduced |
| Park Place Capital Corp | 2,434 | $207.9K | 0.06% | −249−9.3% | Reduced |
| Primoris Wealth Advisors, LLC | 2,429 | $207.4K | 0.23% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 2,426 | $207.2K | 0.12% | −64−2.6% | Reduced |
| Boston Trust Walden Corp | 2,423 | $206.9K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,416 | $206.3K | 0.03% | +600+33.0% | Added |
| Mayfair Advisory Group, LLC | 2,467 | $205.6K | 0.21% | 00.0% | Unchanged |
| PFG Advisors | 2,400 | $205.0K | 0.02% | +12+0.5% | Added |
| Founders Financial Alliance, LLC | 2,393 | $204.4K | 0.08% | +2,393 | New |
| Aft, Forsyth & Company, Inc. | 2,385 | $203.7K | 0.14% | +100+4.4% | Added |
| Vicus Capital | 2,371 | $202.5K | 0.02% | +87+3.8% | Added |
| Werba Rubin Papier Wealth Management | 2,371 | $202.5K | 0.07% | +10.0% | Added |
| Daymark Wealth Partners, LLC | 2,367 | $202.1K | 0.02% | −289−10.9% | Reduced |
| GHP Investment Advisors, Inc. | 2,301 | $201.8K | 0.01% | −590−20.4% | Reduced |
| HFG Advisors, Inc. | 2,355 | $201.1K | 0.21% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 2,351 | $200.8K | 0.07% | +17+0.7% | Added |
| First Affirmative Financial Network | 2,342 | $200.0K | 0.20% | +2,342 | New |
| Sutton Wealth Advisors Inc. | 2,316 | $197.8K | 0.10% | +495+27.2% | Added |
| Glassman Wealth Services | 2,305 | $196.8K | 0.03% | +201+9.6% | Added |
| Optimum Investment Advisors | 2,300 | $196.4K | 0.10% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,269 | $193.8K | 0.05% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,200 | $187.9K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 2,196 | $187.5K | 0.15% | −154−6.6% | Reduced |
| Harbour Investments, Inc. | 2,190 | $187.0K | 0.01% | −45−2.0% | Reduced |
| Motco | 2,183 | $186.4K | 0.01% | +99+4.8% | Added |
| Johnson Financial Group, Inc. | 2,169 | $185.2K | 0.01% | −235−9.8% | Reduced |
| Boyd Watterson Asset Management LLC | 2,130 | $181.9K | 0.07% | +8+0.4% | Added |
| Baystate Wealth Management LLC | 2,106 | $179.9K | 0.01% | +94+4.7% | Added |
| Independence Bank of Kentucky | 2,099 | $179.3K | 0.07% | +45+2.2% | Added |
| Royal Fund Management, LLC | 2,044 | $174.6K | 0.02% | −10,703−84.0% | Reduced |
| Emfo, LLC | 2,000 | $170.8K | 0.15% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,911 | $163.2K | 0.02% | +75+4.1% | Added |
| Capital Advisors, Ltd. LLC | 1,885 | $161.0K | 0.02% | +538+39.9% | Added |
| Brown Shipley& Co Ltd | 1,874 | $160.0K | 0.07% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,848 | $158.0K | 0.03% | −1,122−37.8% | Reduced |
| BDO Wealth Advisors, LLC | 1,834 | $156.6K | 0.02% | +728+65.8% | Added |
| IMA Wealth, Inc. | 1,804 | $154.1K | 0.04% | −38−2.1% | Reduced |
| Strengthening Families & Communities, LLC | 1,798 | $154.0K | 0.07% | +1,798 | New |
| Blue Bell Private Wealth Management, LLC | 1,789 | $152.8K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 1,778 | $151.8K | 0.01% | +69+4.0% | Added |
| Endurance Wealth Management, Inc. | 1,767 | $151.0K | 0.02% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 14,849 | $150.9K | 0.04% | +14,849 | New |
| Grove Bank & Trust | 1,764 | $150.6K | 0.03% | −21−1.2% | Reduced |
| PFG Private Wealth Management, LLC | 1,715 | $146.5K | 0.09% | +289+20.3% | Added |
| Clear Street Markets LLC | 1,702 | $145.0K | 0.06% | −862−33.6% | Reduced |
| BerganKDV Wealth Management, LLC | 1,673 | $142.9K | 0.01% | −256−13.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,663 | $142.0K | 0.01% | −43,750−96.3% | Reduced |
| Bogart Wealth, LLC | 1,625 | $138.8K | 0.01% | −40−2.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,605 | $137.0K | 0.10% | −191−10.6% | Reduced |
| Castleview Partners, LLC | 1,601 | $136.7K | 0.12% | −972−37.8% | Reduced |
| Carmel Capital Partners, LLC | 1,591 | $135.9K | 0.07% | −1,343−45.8% | Reduced |
| Rock Creek Group, LP | 1,585 | $135.4K | 0.02% | +104+7.0% | Added |
| Thompson Investment Management, Inc. | 1,562 | $133.4K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,560 | $133.2K | 0.00% | +303+24.1% | Added |
| Piscataqua Savings Bank | 1,538 | $131.3K | 0.11% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,500 | $128.1K | 0.04% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $128.0K | 0.01% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,464 | $125.0K | 0.02% | −910−38.3% | Reduced |
| Tradition Wealth Management, LLC | 1,449 | $124.0K | 0.01% | −2,472−63.0% | Reduced |
| Roble, Belko & Company, Inc | 1,453 | $124.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 1,422 | $121.4K | 0.11% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,410 | $120.0K | 0.03% | −65−4.4% | Reduced |
| Gleason Group, Inc. | 1,404 | $119.9K | 0.03% | +13+0.9% | Added |
| Laffer Tengler Investments | 1,379 | $117.8K | 0.03% | −38−2.7% | Reduced |
| Washington Trust Advisors, Inc. | 1,366 | $116.7K | 0.01% | −4−0.3% | Reduced |
| Silvant Capital Management LLC | 1,357 | $115.9K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,337 | $114.2K | 0.03% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 1,316 | $112.4K | 0.01% | −579−30.6% | Reduced |
| Private Ocean, LLC | 1,268 | $108.3K | 0.01% | +1,268 | New |
| Armstrong Advisory Group, Inc | 1,255 | $107.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,245 | $106.3K | 0.00% | −565−31.2% | Reduced |
| Fairfield, Bush & Co. | 1,240 | $105.9K | 0.03% | +1,240 | New |
| Dividend Assets Capital, LLC | 1,233 | $105.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,222 | $104.4K | 0.01% | −40−3.2% | Reduced |