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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 0 | $0 | 0.00% | −22,257−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −21,750−100.0% | Sold out |
| Scholtz & Company, LLC | 0 | $0 | 0.00% | −21,737−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −21,341−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −17,880−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −17,488−100.0% | Sold out |
| Green Harvest Asset Management LLC | 0 | $0 | 0.00% | −15,055−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −12,326−100.0% | Sold out |
| Raffles Associates LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −8,742−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −8,428−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −8,370−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,335−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −7,892−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −7,351−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,050−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −6,432−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −6,069−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −5,870−100.0% | Sold out |
| Central Asset Investments & Management Holdings (HK) Ltd | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Sendero Wealth Management, LLC | 0 | $0 | 0.00% | −5,499−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −5,320−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −5,311−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −5,063−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −4,922−100.0% | Sold out |
| IAM Advisory, LLC | 0 | $0 | 0.00% | −4,869−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −4,733−100.0% | Sold out |
| Lion Street Advisors, LLC | 0 | $0 | 0.00% | −4,343−100.0% | Sold out |
| United Bank | 0 | $0 | 0.00% | −3,746−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −3,683−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,648−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −42,956−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −3,434−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −3,467−100.0% | Sold out |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −3,370−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −3,345−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −3,323−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −3,290−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −3,088−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −3,036−100.0% | Sold out |
| Harrington Investments, INC | 0 | $0 | 0.00% | −2,975−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −2,975−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −2,893−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −2,870−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −2,759−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −2,737−100.0% | Sold out |
| Founders Financial Securities LLC | 0 | $0 | 0.00% | −2,720−100.0% | Sold out |
| Fiduciary Group LLC | 0 | $0 | 0.00% | −2,554−100.0% | Sold out |
| Tower Bridge Advisors | 0 | $0 | 0.00% | −2,542−100.0% | Sold out |
| Gruss & Co., LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −2,497−100.0% | Sold out |
| Hoxton Planning & Management, LLC | 0 | $0 | 0.00% | −2,449−100.0% | Sold out |
| E Fund Management Co., Ltd. | 0 | $0 | 0.00% | −2,434−100.0% | Sold out |
| REDW Wealth LLC | 0 | $0 | 0.00% | −2,433−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,375−100.0% | Sold out |
| BancorpSouth Bank | 0 | $0 | 0.00% | −2,374−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −2,318−100.0% | Sold out |
| Terry L. Blaker | 0 | $0 | 0.00% | −2,317−100.0% | Sold out |
| Ssi Investment Management LLC | 0 | $0 | 0.00% | −2,304−100.0% | Sold out |
| Talisman Wealth Advisors LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −2,169−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −1,407−100.0% | Sold out |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −858−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −855−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −818−100.0% | Sold out |
| Graham Capital Wealth Management, LLC | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Mint Tower Capital Management B.V. | 0 | $0 | 0.00% | −627−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Jackson, Grant Investment Advisers, Inc. | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| DecisionPoint Financial, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Summit Wealth Group, LLC | 0 | $0 | 0.00% | −19,579−100.0% | Sold out |
| Avalon Investment & Advisory | – | – | – | – | Not filed |
| Altman Advisors, Inc. | – | – | – | – | Not filed |
| HighTower Trust Services, LTA | – | – | – | – | Not filed |
| Asset Management Corp | – | – | – | – | Not filed |
| Parsec Financial Management, Inc. | – | – | – | – | Not filed |
| Stonnington Group, LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |
| Pathway Financial Advisers, LLC | – | – | – | – | Not filed |
| Baldrige Asset Management LLC | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |