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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 138,002 | $11.8M | 0.37% | +921+0.7% | Added |
| Payden & Rygel | 137,610 | $11.8M | 0.83% | −190,590−58.1% | Reduced |
| Argent Trust Co | 136,466 | $11.7M | 0.63% | +8,777+6.9% | Added |
| FineMark National Bank & Trust | 136,248 | $11.6M | 0.48% | +728+0.5% | Added |
| Nissay Asset Management Corp | 135,913 | $11.6M | 0.10% | −3,474−2.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 134,951 | $11.5M | 1.09% | 00.0% | Unchanged |
| Hancock Whitney Corp | 132,393 | $11.3M | 0.44% | +98,956+295.9% | Added |
| Edge Capital Group, LLC | 131,198 | $11.2M | 0.64% | +3,508+2.7% | Added |
| Erste Asset Management GmbH | 131,037 | $11.2M | 0.20% | −45,373−25.7% | Reduced |
| Elo Mutual Pension Insurance Co | 130,726 | $11.2M | 0.33% | +29,513+29.2% | Added |
| Telos Capital Management, Inc. | 130,517 | $11.1M | 1.49% | +607+0.5% | Added |
| Mark Asset Management LP | 129,229 | $11.0M | 1.93% | −25,327−16.4% | Reduced |
| Polar Capital Holdings Plc | 127,872 | $10.9M | 0.07% | +18,419+16.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 127,078 | $10.9M | 0.17% | +20,980+19.8% | Added |
| Wealthfront Advisers LLC | 126,809 | $10.8M | 0.05% | −15,964−11.2% | Reduced |
| Gulf International Bank (UK) Ltd | 126,669 | $10.8M | 0.27% | −40,346−24.2% | Reduced |
| Capital International Inc | 124,567 | $10.6M | 0.19% | +22,409+21.9% | Added |
| Brown Advisory Inc | 124,552 | $10.6M | 0.02% | +10,810+9.5% | Added |
| Ethic Inc. | 122,180 | $10.4M | 0.39% | −1,808−1.5% | Reduced |
| Norinchukin Bank, The | 122,049 | $10.4M | 0.17% | +45,115+58.6% | Added |
| Grassi Investment Management | 121,025 | $10.3M | 1.14% | −1,700−1.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 120,560 | $10.3M | 0.14% | −6,119−4.8% | Reduced |
| Cinctive Capital Management LP | 116,862 | $9.98M | 0.39% | +116,862 | New |
| Fred Alger Management, LLC | 113,974 | $9.73M | 0.05% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 113,342 | $9.68M | 0.09% | +222+0.2% | Added |
| Winslow Capital Management, LLC | 113,028 | $9.65M | 0.04% | −790−0.7% | Reduced |
| Brinker Capital Investments, LLC | 111,802 | $9.55M | 0.10% | −6,670−5.6% | Reduced |
| Orion Portfolio Solutions, LLC | 111,802 | $9.55M | 0.10% | −6,670−5.6% | Reduced |
| Capital Group Private Client Services, Inc. | 110,339 | $9.42M | 0.11% | −334−0.3% | Reduced |
| Shelton Capital Management | 109,594 | $9.36M | 0.34% | −13,709−11.1% | Reduced |
| Flputnam Investment Management Co | 108,519 | $9.27M | 0.25% | −5,330−4.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 106,653 | $9.11M | 0.01% | −45,241−29.8% | Reduced |
| Ziegler Capital Management, LLC | 106,640 | $9.11M | 0.35% | −4,591−4.1% | Reduced |
| Securian Asset Management, Inc | 106,237 | $9.07M | 0.23% | −1,765−1.6% | Reduced |
| BTC Capital Management, Inc. | 106,163 | $9.06M | 0.98% | −3,178−2.9% | Reduced |
| Annex Advisory Services, LLC | 105,998 | $9.05M | 0.50% | +105,998 | New |
| SG Americas Securities, LLC | 105,967 | $9.05M | 0.08% | +24,097+29.4% | Added |
| Castleark Management LLC | 105,960 | $9.05M | 0.41% | 00.0% | Unchanged |
| Cramer Rosenthal McGlynn LLC | 105,670 | $9.02M | 0.45% | −13,153−11.1% | Reduced |
| Daiwa Securities Group Inc. | 105,523 | $9.01M | 0.06% | +1,226+1.2% | Added |
| Kentucky Retirement Systems | 104,739 | $8.95M | 0.30% | +1,438+1.4% | Added |
| Power Corp of Canada | 104,077 | $8.89M | 0.92% | +7,174+7.4% | Added |
| Westpac Banking Corp | 103,374 | $8.83M | 0.62% | −227,444−68.8% | Reduced |
| JustInvest LLC | 102,296 | $8.74M | 0.27% | +4,282+4.4% | Added |
| New Republic Capital, LLC | 102,070 | $8.72M | 6.05% | −230.0% | Reduced |
| Socorro Asset Management LP | 101,636 | $8.68M | 3.67% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 101,475 | $8.67M | 0.18% | −2,804−2.7% | Reduced |
| Oregon Public Employees Retirement Fund | 101,444 | $8.66M | 0.10% | +169+0.2% | Added |
| Intact Investment Management Inc. | 101,400 | $8.66M | 0.35% | 00.0% | Unchanged |
| CWM, LLC | 101,100 | $8.63M | 0.05% | +11,530+12.9% | Added |
| Lowe Brockenbrough & Co Inc | 100,886 | $8.62M | 0.65% | +1,673+1.7% | Added |
| Oak Harvest Investment Services | 100,588 | $8.59M | 1.93% | +15,976+18.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 100,000 | $8.54M | 0.04% | +100,000 | New |
| Liontrust Investment Partners LLP | 100,000 | $8.54M | 0.12% | +100,000 | New |
| Ieq Capital, LLC | 98,919 | $8.45M | 0.17% | −8,841−8.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 98,188 | $8.39M | 0.17% | −4,977−4.8% | Reduced |
| Capital Analysts, LLC | 97,639 | $8.34M | 0.46% | +4,831+5.2% | Added |
| General Pension Society PZU Joint Stock Co | 97,369 | $8.32M | 2.93% | 00.0% | Unchanged |
| Mizuho Markets Cayman LP | 95,238 | $8.13M | 1.57% | +95,238 | New |
| Cetera Investment Advisers | 98,968 | $8.13M | 0.07% | +5,027+5.4% | Added |
| AE Wealth Management LLC | 95,044 | $8.12M | 0.05% | +13,977+17.2% | Added |
| Abn Amro Investment Solutions | 94,868 | $8.10M | 0.16% | −43,944−31.7% | Reduced |
| Synovus Financial Corp | 92,760 | $7.92M | 0.09% | +4,710+5.3% | Added |
| Hartford Investment Management Co | 92,000 | $7.86M | 0.30% | −18,582−16.8% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $7.86M | 0.87% | 00.0% | Unchanged |
| AQR Capital Management LLC | 91,893 | $7.85M | 0.02% | −3,459−3.6% | Reduced |
| Maryland State Retirement & Pension System | 91,849 | $7.84M | 0.17% | −5,755−5.9% | Reduced |
| Bokf, NA | 91,330 | $7.80M | 0.16% | −3,506−3.7% | Reduced |
| Aptus Capital Advisors, LLC | 90,973 | $7.77M | 0.23% | −5,838−6.0% | Reduced |
| Ci Investments Inc. | 90,885 | $7.76M | 0.04% | −139,446−60.5% | Reduced |
| Telemus Capital, LLC | 90,712 | $7.75M | 0.65% | +641+0.7% | Added |
| Prudential PLC | 89,346 | $7.63M | 0.09% | −806−0.9% | Reduced |
| Capital International Ltd | 88,665 | $7.57M | 0.42% | −20,514−18.8% | Reduced |
| Capstone Investment Advisors, LLC | 84,880 | $7.25M | 0.21% | +33,658+65.7% | Added |
| Fiduciary Alliance LLC | 84,812 | $7.24M | 1.56% | +17,066+25.2% | Added |
| Exchange Traded Concepts, LLC | 84,721 | $7.24M | 0.18% | +83,035+4,925.0% | Added |
| Easterly Investment Partners LLC | 84,444 | $7.21M | 0.65% | +18,511+28.1% | Added |
| Virginia Retirement Systems Et Al | 84,100 | $7.18M | 0.07% | +84,100 | New |
| Capital International Sarl | 84,048 | $7.18M | 0.32% | −8,232−8.9% | Reduced |
| Kinneret Advisory, LLC | 82,736 | $7.07M | 0.84% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 81,021 | $6.92M | 0.03% | −782−1.0% | Reduced |
| Private Advisor Group, LLC | 79,720 | $6.92M | 0.06% | −7,353−8.4% | Reduced |
| White Pine Investment CO | 80,720 | $6.89M | 2.38% | −559−0.7% | Reduced |
| Louisiana State Employees Retirement System | 80,600 | $6.88M | 0.15% | −4,300−5.1% | Reduced |
| DCM Advisors, LLC | 80,579 | $6.88M | 2.95% | −293−0.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 80,492 | $6.87M | 0.74% | +80,492 | New |
| McGuire Investment Group, LLC | 79,914 | $6.82M | 1.27% | −1,913−2.3% | Reduced |
| Squarepoint Ops LLC | 79,686 | $6.81M | 0.04% | +79,686 | New |
| Banco Santander, S.A. | 79,292 | $6.77M | 0.09% | −4,948−5.9% | Reduced |
| Burns J W & Co Inc | 79,195 | $6.76M | 1.08% | −881−1.1% | Reduced |
| Kestra Private Wealth Services, LLC | 78,842 | $6.73M | 0.23% | +2,040+2.7% | Added |
| Hourglass Capital, LLC | 78,742 | $6.72M | 2.34% | −2,950−3.6% | Reduced |
| Hennessy Advisors Inc | 78,600 | $6.71M | 0.48% | −5,000−6.0% | Reduced |
| Cresset Asset Management, LLC | 78,580 | $6.71M | 0.05% | +50,887+183.8% | Added |
| La Banque Postale Asset Management SA | 78,203 | $6.68M | 0.16% | −13,150−14.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 78,177 | $6.68M | 0.13% | +59,305+314.2% | Added |
| Logan Capital Management Inc | 77,815 | $6.65M | 0.32% | −974−1.2% | Reduced |
| Amica Mutual Insurance Co | 77,433 | $6.61M | 0.75% | +7,377+10.5% | Added |
| Howe & Rusling Inc | 76,435 | $6.53M | 0.73% | +416+0.5% | Added |
| D.A. Davidson & Co. | 76,216 | $6.51M | 0.07% | −8,620−10.2% | Reduced |