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 |
|---|---|---|---|---|---|
| Knights of Columbus Asset Advisors LLC | 75,883 | $6.48M | 0.58% | +831+1.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 75,356 | $6.44M | 0.03% | −290,147−79.4% | Reduced |
| Atria Investments LLC | 75,055 | $6.41M | 0.12% | −1,400−1.8% | Reduced |
| Viking Fund Management LLC | 75,000 | $6.41M | 1.21% | +10,000+15.4% | Added |
| Sit Investment Associates Inc | 74,840 | $6.39M | 0.17% | −4,505−5.7% | Reduced |
| Cetera Advisor Networks LLC | 78,681 | $6.39M | 0.04% | +2,413+3.2% | Added |
| Westbourne Investment Advisors, Inc. | 74,729 | $6.38M | 2.86% | +1,227+1.7% | Added |
| Lyell Wealth Management, LP | 74,534 | $6.37M | 0.81% | +4,411+6.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 74,414 | $6.35M | 0.01% | −117,630−61.3% | Reduced |
| Scotia Capital Inc. | 73,939 | $6.31M | 0.04% | −1,331−1.8% | Reduced |
| Avitas Wealth Management LLC | 73,717 | $6.30M | 1.14% | +722+1.0% | Added |
| Advocate Group LLC | 73,419 | $6.27M | 1.38% | +1,895+2.6% | Added |
| Montag A & Associates Inc | 72,855 | $6.22M | 0.38% | −340.0% | Reduced |
| Andra AP-fonden | 72,511 | $6.19M | 0.16% | +14,600+25.2% | Added |
| Stephens Inc | 72,248 | $6.17M | 0.11% | +21,251+41.7% | Added |
| Oliver Luxxe Assets LLC | 72,140 | $6.16M | 1.54% | −353−0.5% | Reduced |
| Baugh & Associates, LLC | 71,679 | $6.12M | 3.69% | +1,583+2.3% | Added |
| Banque Pictet & Cie SA | 71,563 | $6.11M | 0.05% | −1,378−1.9% | Reduced |
| Cyrus J. Lawrence, LLC | 71,205 | $6.08M | 1.75% | +349+0.5% | Added |
| Stonegate Investment Group, LLC | 71,104 | $6.07M | 0.22% | −672−0.9% | Reduced |
| Ballentine Partners, LLC | 70,616 | $6.03M | 0.14% | −2,791−3.8% | Reduced |
| Integrated Advisors Network LLC | 69,814 | $5.96M | 0.34% | −5,230−7.0% | Reduced |
| German American Bancorp, Inc. | 67,874 | $5.80M | 0.82% | +181+0.3% | Added |
| Coronation Fund Managers Ltd. | 67,642 | $5.78M | 0.16% | −3,871−5.4% | Reduced |
| Principal Street Partners, LLC | 66,611 | $5.69M | 1.35% | −3,979−5.6% | Reduced |
| Baxter Bros Inc | 65,584 | $5.60M | 0.83% | −294−0.4% | Reduced |
| Wolverine Asset Management LLC | 64,788 | $5.53M | 0.10% | +64,788 | New |
| Hudson Valley Investment Advisors Inc | 64,656 | $5.52M | 0.75% | +6,442+11.1% | Added |
| Advisor Partners II, LLC | 64,205 | $5.48M | 0.26% | +1,866+3.0% | Added |
| Iowa State Bank | 64,059 | $5.47M | 1.37% | −1,860−2.8% | Reduced |
| Northern Oak Wealth Management Inc | 64,002 | $5.47M | 0.65% | −4,917−7.1% | Reduced |
| Avantax Advisory Services, Inc. | 63,726 | $5.44M | 0.06% | +6,567+11.5% | Added |
| PEAK6 Investments LLC | 63,544 | $5.43M | 0.46% | +2,712+4.5% | Added |
| New Mexico Educational Retirement Board | 63,510 | $5.42M | 0.24% | +2,500+4.1% | Added |
| Signet Financial Management, LLC | 63,359 | $5.41M | 0.86% | −248−0.4% | Reduced |
| Tudor Investment Corp Et Al | 63,119 | $5.39M | 0.09% | +56,047+792.5% | Added |
| D L Carlson Investment Group Inc | 62,905 | $5.37M | 1.03% | +910+1.5% | Added |
| Becker Capital Management Inc | 62,543 | $5.34M | 0.20% | +12,811+25.8% | Added |
| Lido Advisors, LLC | 61,553 | $5.26M | 0.06% | +8,125+15.2% | Added |
| Illinois Municipal Retirement Fund | 61,276 | $5.23M | 0.11% | −35,103−36.4% | Reduced |
| Assenagon Asset Management S.A. | 61,012 | $5.21M | 0.02% | +4,068+7.1% | Added |
| Bernzott Capital Advisors | 60,545 | $5.17M | 1.12% | −1,179−1.9% | Reduced |
| Albion Financial Group | 60,500 | $5.17M | 0.45% | +4,880+8.8% | Added |
| Banque Cantonale Vaudoise | 60,435 | $5.16M | 0.24% | −35,600−37.1% | Reduced |
| iA Global Asset Management Inc. | 59,530 | $5.08M | 0.13% | +59,530 | New |
| Coldstream Capital Management Inc | 59,480 | $5.08M | 0.16% | −1,030−1.7% | Reduced |
| CBOE Vest Financial, LLC | 59,292 | $5.07M | 0.47% | +43,259+269.8% | Added |
| Aureus Asset Management, LLC | 59,198 | $5.06M | 0.38% | +1,481+2.6% | Added |
| Old Second National Bank of Aurora | 58,721 | $5.01M | 1.45% | −673−1.1% | Reduced |
| Glenview Trust Co | 58,668 | $5.01M | 0.14% | −133−0.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 58,472 | $4.99M | 0.12% | +6,664+12.9% | Added |
| Cito Capital Group, LLC | 57,905 | $4.95M | 2.27% | 00.0% | Unchanged |
| Meyer Handelman Co | 57,806 | $4.94M | 0.20% | −3,300−5.4% | Reduced |
| Heritage Trust Co | 57,605 | $4.92M | 0.72% | +532+0.9% | Added |
| E. Ohman J:or Asset Management AB | 57,526 | $4.91M | 0.18% | −170,182−74.7% | Reduced |
| YHB Investment Advisors, Inc. | 57,504 | $4.91M | 0.46% | −14,107−19.7% | Reduced |
| Kestra Advisory Services, LLC | 57,041 | $4.87M | 0.05% | −1,997−3.4% | Reduced |
| Geller Advisors LLC | 56,932 | $4.86M | 0.61% | +51,578+963.4% | Added |
| TownSquare Capital, LLC | 56,923 | $4.86M | 0.09% | +7,859+16.0% | Added |
| Metropolitan Life Insurance Co | 56,769 | $4.85M | 0.24% | −1,667−2.9% | Reduced |
| Sandy Cove Advisors, LLC | 56,731 | $4.84M | 2.76% | −5,997−9.6% | Reduced |
| Donaldson Capital Management, LLC | 56,260 | $4.80M | 0.22% | −628−1.1% | Reduced |
| Private Wealth Partners, LLC | 56,099 | $4.79M | 0.44% | +3,309+6.3% | Added |
| Federated Hermes, Inc. | 56,084 | $4.79M | 0.01% | +7,621+15.7% | Added |
| Providence Capital Advisors, LLC | 55,900 | $4.77M | 1.21% | +9,100+19.4% | Added |
| Foundations Investment Advisors, LLC | 54,892 | $4.69M | 0.16% | +10,905+24.8% | Added |
| Elk River Wealth Management, LLC | 54,812 | $4.68M | 1.00% | −2,277−4.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 54,179 | $4.63M | 0.05% | +19,986+58.5% | Added |
| CMT Capital Markets Trading GmbH | 53,500 | $4.57M | 1.89% | +53,500 | New |
| CX Institutional | 53,481 | $4.57M | 0.24% | +14,096+35.8% | Added |
| Lorne Steinberg Wealth Management Inc. | 53,297 | $4.55M | 1.71% | −340−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 52,944 | $4.52M | 0.15% | +27,660+109.4% | Added |
| Institutional & Family Asset Management, LLC | 51,996 | $4.44M | 0.72% | −270−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 51,953 | $4.44M | 0.17% | −13,407−20.5% | Reduced |
| Consolidated Investment Group LLC | 51,600 | $4.41M | 0.79% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 51,293 | $4.38M | 0.32% | +23,169+82.4% | Added |
| Canandaigua National Bank & Trust Co | 51,067 | $4.36M | 0.71% | −1,097−2.1% | Reduced |
| Trifecta Capital Advisors, LLC | 50,829 | $4.34M | 1.40% | +585+1.2% | Added |
| Highland Capital Management, LLC | 50,582 | $4.32M | 0.28% | +330+0.7% | Added |
| DuPont Capital Management Corp | 50,032 | $4.27M | 0.21% | +7,115+16.6% | Added |
| Metis Global Partners, LLC | 49,308 | $4.21M | 0.23% | +625+1.3% | Added |
| First Hawaiian Bank | 49,249 | $4.21M | 0.14% | −673−1.3% | Reduced |
| First Manhattan Co | 49,169 | $4.20M | 0.02% | +2,248+4.8% | Added |
| Cornerstone Wealth Group, LLC | 48,618 | $4.15M | 0.75% | +540+1.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 48,465 | $4.14M | 0.51% | −2,968−5.8% | Reduced |
| Nomura Holdings Inc | 48,306 | $4.13M | 0.04% | +41,474+607.1% | Added |
| Clear Street LLC | 47,900 | $4.09M | 0.10% | +47,900 | New |
| Greystone Financial Group, LLC | 47,754 | $4.08M | 0.95% | +47,754 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 46,763 | $3.99M | 0.30% | +275+0.6% | Added |
| IMC-Chicago, LLC | 46,660 | $3.98M | 0.13% | +46,660 | New |
| Pathstone Family Office, LLC | 45,937 | $3.94M | 0.06% | −15,785−25.6% | Reduced |
| Jackson Wealth Management, LLC | 46,082 | $3.94M | 0.58% | +46,082 | New |
| Central Trust Co | 45,715 | $3.90M | 0.11% | −5,703−11.1% | Reduced |
| Simon Quick Advisors, LLC | 45,637 | $3.90M | 0.36% | +30+0.1% | Added |
| Massmutual Trust Co FSB | 45,508 | $3.89M | 0.14% | −1,260−2.7% | Reduced |
| RNC Capital Management LLC | 45,334 | $3.87M | 0.21% | −4,087−8.3% | Reduced |
| Level Four Advisory Services, LLC | 45,262 | $3.87M | 0.23% | +1,685+3.9% | Added |
| Natixis | 44,993 | $3.84M | 0.03% | −39,246−46.6% | Reduced |
| SkyOak Wealth, LLC | 44,544 | $3.80M | 1.07% | −935−2.1% | Reduced |
| Joel Isaacson & Co., LLC | 44,388 | $3.79M | 0.25% | +36+0.1% | Added |