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 |
|---|---|---|---|---|---|
| Miller Wealth Advisors, LLC | 285 | $24.3K | 0.02% | +73+34.4% | Added |
| TFC Financial Management | 267 | $22.8K | 0.01% | −379−58.7% | Reduced |
| Okabena Investment Services Inc | 257 | $21.9K | 0.02% | +257 | New |
| Solstein Capital, LLC | 256 | $21.9K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 254 | $21.7K | 0.02% | −60−19.1% | Reduced |
| Belmont Capital, LLC | 238 | $20.3K | 0.01% | +238 | New |
| Wunderlich Capital Managemnt | 233 | $20.0K | 0.01% | +233 | New |
| Northwest Investment Counselors, LLC | 225 | $19.2K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 204 | $17.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 200 | $17.1K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 200 | $17.1K | 0.00% | −100−33.3% | Reduced |
| Barrett & Company, Inc. | 200 | $17.1K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 200 | $17.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $17.1K | 0.00% | +200 | New |
| WFA of San Diego, LLC | 200 | $17.1K | 0.02% | +200 | New |
| PrairieView Partners, LLC | 199 | $17.0K | 0.00% | +1+0.5% | Added |
| VisionPoint Advisory Group, LLC | 198 | $16.9K | 0.01% | +198 | New |
| Worth Asset Management, LLC | 191 | $16.3K | 0.01% | +121+172.9% | Added |
| Red Tortoise LLC | 187 | $16.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 185 | $15.8K | 0.01% | +185 | New |
| Larson Financial Group LLC | 178 | $15.2K | 0.00% | −247−58.1% | Reduced |
| Silicon Valley Capital Partners | 173 | $14.8K | 0.00% | +173 | New |
| Avion Wealth | 166 | $14.0K | 0.00% | −54−24.5% | Reduced |
| Lee Financial Co | 161 | $13.8K | 0.00% | −156−49.2% | Reduced |
| Archer Investment Corp | 156 | $13.3K | 0.00% | +156 | New |
| Marquette Asset Management, LLC | 155 | $13.2K | 0.00% | +155 | New |
| First PREMIER Bank | 156 | $13.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 152 | $13.0K | 0.00% | +44+40.7% | Added |
| Front Row Advisors LLC | 141 | $12.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 140 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 132 | $11.3K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 127 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 125 | $10.7K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 120 | $10.2K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 119 | $10.2K | 0.00% | +119 | New |
| General Partner, Inc. | 117 | $9.99K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 113 | $9.65K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 111 | $9.48K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 110 | $9.39K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 108 | $9.25K | 0.00% | −281−72.2% | Reduced |
| ICA Group Wealth Management, LLC | 105 | $9.00K | 0.00% | −703−87.0% | Reduced |
| Lowe Wealth Advisors, LLC | 100 | $8.54K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 98 | $8.37K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 90 | $8.24K | 0.00% | +90 | New |
| Aspire Private Capital, LLC | 95 | $8.08K | 0.00% | −15−13.6% | Reduced |
| Legend Financial Advisors, Inc. | 87 | $7.43K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 86 | $7.34K | 0.00% | −2−2.3% | Reduced |
| Coastal Capital Group, Inc. | 84 | $7.17K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 83 | $7.09K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 77 | $6.58K | 0.00% | +77 | New |
| Disciplined Investments, LLC | 72 | $6.15K | 0.00% | −10−12.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 70 | $5.98K | 0.00% | −17−19.5% | Reduced |
| Arcadia Investment Management Corp | 70 | $5.98K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 70 | $5.98K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 70 | $5.98K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $5.98K | 0.00% | – | – |
| McIlrath & Eck, LLC | 70 | $5.98K | 0.00% | +47+204.3% | Added |
| AllSquare Wealth Management LLC | 68 | $5.67K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 64 | $5.47K | 0.00% | −2−3.0% | Reduced |
| Retirement Group, LLC | 58 | $4.95K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 56 | $4.78K | 0.00% | −45−44.6% | Reduced |
| Your Advocates Ltd., LLP | 56 | $4.78K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 50 | $4.27K | 0.00% | +50 | New |
| Blume Capital Management, Inc. | 47 | $4.01K | 0.00% | +47 | New |
| SkyView Investment Advisors, LLC | 49 | $4.00K | 0.00% | +18+58.1% | Added |
| Mascoma Wealth Management LLC | 43 | $3.80K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 42 | $3.54K | 0.00% | +42 | New |
| JJJ Advisors Inc. | 37 | $3.16K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 30 | $2.56K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 29 | $2.48K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 26 | $2.22K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 161,289 | $1.93K | 0.20% | +161,289 | New |
| Sofos Investments, Inc. | 98 | $1.92K | 0.01% | +10+11.4% | Added |
| Versant Capital Management, Inc | 20 | $1.71K | 0.00% | −1−4.8% | Reduced |
| Horizons Wealth Management | 17 | $1.45K | 0.00% | +17 | New |
| Tfo-TDC, LLC | 12 | $1.02K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Marshall Wace, LLP | 10 | $854 | 0.00% | +10 | New |
| CGC Financial Services, LLC | 5 | $427 | 0.00% | +5 | New |
| State of Wyoming | 4 | $342 | 0.00% | +1+33.3% | Added |
| Delos Wealth Advisors, LLC | 3 | $257 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 0 | $29 | 0.00% | 0 | Unchanged |
| VitalStone Financial, LLC | 2 | $0 | 0.00% | −24−92.3% | Reduced |
| Centerpoint Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 8,055 | – | – | +965+13.6% | Added |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −2,450,861−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −302,212−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −123,691−100.0% | Sold out |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −110,310−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −98,757−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −78,131−100.0% | Sold out |
| MainStreet Investment Advisors LLC | 0 | $0 | 0.00% | −49,449−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −45,628−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −43,994−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −32,900−100.0% | Sold out |
| Ascent Wealth Partners, LLC | 0 | $0 | 0.00% | −22,363−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −22,257−100.0% | Sold out |