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
- 1,688
- +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
- 671 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 |
|---|---|---|---|---|---|
| First Capital Advisors Group, LLC. | 1,214 | $103.7K | 0.05% | +1,214 | New |
| Compass Wealth Management LLC | 1,212 | $103.5K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,208 | $103.0K | 0.11% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,190 | $101.6K | 0.03% | −235−16.5% | Reduced |
| Carolinas Wealth Consulting LLC | 1,190 | $101.6K | 0.02% | −51−4.1% | Reduced |
| Register Financial Advisors LLC | 1,189 | $101.5K | 0.07% | +650+120.6% | Added |
| Hanson & Doremus Investment Management | 1,186 | $101.0K | 0.02% | +61+5.4% | Added |
| MV Capital Management, Inc. | 1,161 | $99.2K | 0.01% | −78−6.3% | Reduced |
| Paladin Advisory Group, LLC | 1,156 | $98.7K | 0.08% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,117 | $95.0K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,090 | $94.0K | 0.01% | +106+10.8% | Added |
| Tobam | 1,074 | $92.0K | 0.01% | +437+68.6% | Added |
| Global Financial Private Client, LLC | 1,050 | $90.7K | 0.04% | −40−3.7% | Reduced |
| PSI Advisors, LLC | 1,038 | $88.6K | 0.04% | +50+5.1% | Added |
| Centiva Capital, LP | 1,033 | $88.2K | 0.00% | −24,733−96.0% | Reduced |
| Centennial Bank | 1,031 | $88.0K | 0.06% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,028 | $87.8K | 0.01% | +57+5.9% | Added |
| Stonebridge Capital Advisors LLC | 1,010 | $86.3K | 0.01% | −483−32.4% | Reduced |
| SOA Wealth Advisors, LLC. | 1,007 | $86.0K | 0.02% | +283+39.1% | Added |
| Citizens National Bank Trust Department | 1,000 | $85.4K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,000 | $85.4K | 0.04% | +1,000 | New |
| Rise Advisors, LLC | 996 | $85.1K | 0.07% | −17−1.7% | Reduced |
| Cedar Mountain Advisors, LLC | 981 | $83.7K | 0.02% | +6+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 975 | $83.3K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 969 | $82.8K | 0.04% | +749+340.5% | Added |
| Tilia Fiduciary Partners, Inc. | 963 | $82.2K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 966 | $82.0K | 0.05% | +76+8.5% | Added |
| Hillsdale Investment Management Inc. | 930 | $79.4K | 0.01% | −20−2.1% | Reduced |
| Buck Wealth Strategies, LLC | 916 | $78.2K | 0.03% | +865+1,696.1% | Added |
| Arlington Partners LLC | 874 | $74.6K | 0.01% | +583+200.3% | Added |
| Atticus Wealth Management, LLC | 872 | $74.5K | 0.03% | +17+2.0% | Added |
| Founders Capital Management | 870 | $74.3K | 0.05% | −229−20.8% | Reduced |
| Colonial Trust Co | 851 | $72.7K | 0.02% | +109+14.7% | Added |
| PCA Investment Advisory Services Inc. | 837 | $71.5K | 0.04% | +837 | New |
| Rocky Mountain Advisers, LLC | 786 | $69.0K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 785 | $67.0K | 0.01% | +4+0.5% | Added |
| O'Dell Group, LLC | 766 | $65.4K | 0.02% | +766 | New |
| Clearview Wealth Advisors LLC | 759 | $64.8K | 0.07% | +3+0.4% | Added |
| Horan Securities, Inc. | 759 | $64.8K | 0.03% | +1+0.1% | Added |
| Eukles Asset Management | 753 | $64.3K | 0.03% | −17−2.2% | Reduced |
| Coppell Advisory Solutions LLC | 753 | $64.2K | 0.02% | +753 | New |
| Carmichael Hill & Associates, Inc. | 742 | $63.4K | 0.03% | +4+0.5% | Added |
| HHM Wealth Advisors, LLC | 741 | $63.3K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 735 | $62.8K | 0.04% | +62+9.2% | Added |
| Twin Lakes Capital Management, LLC | 720 | $61.5K | 0.04% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 713 | $58.3K | 0.06% | −100−12.3% | Reduced |
| Covestor Ltd | 665 | $57.0K | 0.04% | −80−10.7% | Reduced |
| CoreFirst Bank & Trust | 661 | $56.4K | 0.04% | −150−18.5% | Reduced |
| LFA - Lugano Financial Advisors SA | 625 | $53.4K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 620 | $53.0K | 0.02% | +107+20.9% | Added |
| Vigilant Capital Management, LLC | 613 | $52.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 608 | $52.0K | 0.01% | +8+1.3% | Added |
| Bell Investment Advisors, Inc | 606 | $51.8K | 0.01% | −1−0.2% | Reduced |
| SRS Capital Advisors, Inc. | 605 | $51.7K | 0.01% | +54+9.8% | Added |
| WealthPLAN Partners, LLC | 603 | $51.5K | 0.01% | +32+5.6% | Added |
| Estabrook Capital Management | 600 | $51.2K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 590 | $50.4K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 583 | $50.0K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 586 | $50.0K | 0.02% | +63+12.0% | Added |
| ORG Partners LLC | 570 | $49.0K | 0.01% | +570 | New |
| Truvestments Capital LLC | 561 | $47.9K | 0.02% | +561 | New |
| Knuff & Co LLC | 560 | $47.8K | 0.02% | −200−26.3% | Reduced |
| America First Investment Advisors, LLC | 556 | $47.5K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 550 | $47.0K | 0.01% | +550 | New |
| Riggs Asset Managment Co. Inc. | 537 | $45.9K | 0.02% | +45+9.1% | Added |
| Baldwin Brothers Inc | 535 | $45.7K | 0.00% | −55−9.3% | Reduced |
| Evermay Wealth Management LLC | 533 | $45.5K | 0.01% | +15+2.9% | Added |
| Adirondack Retirement Specialists, Inc. | 532 | $45.4K | 0.04% | +532 | New |
| Laurel Wealth Advisors LLC | 529 | $45.2K | 0.01% | +425+408.7% | Added |
| Cedar Wealth Management, LLC | 527 | $45.0K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 500 | $43.0K | 0.03% | −500−50.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 484 | $41.3K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 475 | $40.6K | 0.02% | +475 | New |
| Steward Financial Group LLC | 480 | $40.0K | 0.01% | +480 | New |
| Abound Wealth Management | 434 | $37.1K | 0.02% | +42+10.7% | Added |
| GW&K Investment Management, LLC | 429 | $37.0K | 0.00% | +409+2,045.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 400 | $34.2K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 384 | $32.8K | 0.01% | +376+4,700.0% | Added |
| SJS Investment Consulting Inc. | 382 | $32.6K | 0.01% | −13−3.3% | Reduced |
| Y.D. More Investments Ltd | 380 | $32.4K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 375 | $32.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 368 | $31.4K | 0.01% | −68−15.6% | Reduced |
| Tortoise Investment Management, LLC | 356 | $30.4K | 0.00% | +208+140.5% | Added |
| West Branch Capital LLC | 348 | $29.7K | 0.01% | +348 | New |
| WR Wealth Planners, LLC | 333 | $28.5K | 0.01% | +64+23.8% | Added |
| Sittner & Nelson, LLC | 333 | $28.4K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 324 | $27.7K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 320 | $27.3K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 318 | $27.2K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 311 | $27.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 309 | $26.0K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 300 | $26.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 304 | $26.0K | 0.00% | −7−2.3% | Reduced |
| Islay Capital Management, LLC | 300 | $25.6K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $25.6K | 0.02% | 00.0% | Unchanged |
| Options Solutions, LLC | 300 | $25.6K | 0.03% | +300 | New |
| Impact Partnership Wealth, LLC | 295 | $25.2K | 0.01% | +295 | New |
| Kapitalo Investimentos Ltda | 294 | $25.1K | 0.00% | −970−76.7% | Reduced |
| Knott David M Jr | 293 | $25.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 290 | $24.8K | 0.00% | 00.0% | Unchanged |