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 |
|---|---|---|---|---|---|
| Evexia Wealth LLC | 40,140 | $3.79M | 1.82% | +1,478+3.8% | Added |
| Lincoln National Corp | 44,657 | $3.79M | 0.07% | +3,474+8.4% | Added |
| Investment Management Corp of Ontario | 44,266 | $3.78M | 0.16% | +7,787+21.3% | Added |
| Tradewinds, LLC. | 44,127 | $3.77M | 2.22% | +1,731+4.1% | Added |
| Vestor Capital, LLC | 43,898 | $3.75M | 0.40% | −251−0.6% | Reduced |
| Adell Harriman & Carpenter Inc | 43,099 | $3.72M | 0.38% | +1,670+4.0% | Added |
| Jupiter Wealth Management LLC | 43,601 | $3.72M | 3.20% | +101+0.2% | Added |
| APG Asset Management N.V. | 47,194 | $3.69M | 0.01% | −3,200−6.3% | Reduced |
| Cipher Capital LP | 43,069 | $3.68M | 0.63% | +43,069 | New |
| Empirical Finance, LLC | 42,912 | $3.66M | 0.28% | +4,344+11.3% | Added |
| Parallel Advisors, LLC | 42,813 | $3.66M | 0.12% | +395+0.9% | Added |
| Mayflower Financial Advisors, LLC | 42,767 | $3.65M | 0.47% | −46−0.1% | Reduced |
| Huntington National Bank | 42,475 | $3.63M | 0.03% | +857+2.1% | Added |
| Lazard Asset Management LLC | 42,204 | $3.60M | 0.00% | −26,452−38.5% | Reduced |
| Cypress Financial Planning LLC | 41,517 | $3.59M | 2.06% | −121−0.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 41,654 | $3.56M | 0.14% | −2,558−5.8% | Reduced |
| KCS Wealth Advisory | 41,547 | $3.55M | 1.23% | +400+1.0% | Added |
| Linscomb & Williams, Inc. | 41,414 | $3.54M | 0.19% | +613+1.5% | Added |
| Stock Yards Bank & Trust Co | 41,409 | $3.54M | 0.13% | −176−0.4% | Reduced |
| Roanoke Asset Management Corp | 41,313 | $3.53M | 1.40% | 00.0% | Unchanged |
| Veritable, L.P. | 41,301 | $3.53M | 0.06% | +476+1.2% | Added |
| Summit Financial, LLC | 41,261 | $3.52M | 0.26% | +27,634+202.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 41,092 | $3.51M | 0.09% | +22+0.1% | Added |
| Sigma Planning Corp | 41,004 | $3.50M | 0.13% | −5,098−11.1% | Reduced |
| Carroll Investors, Inc | 40,570 | $3.46M | 2.60% | +1,899+4.9% | Added |
| Independent Advisor Alliance | 40,251 | $3.44M | 0.15% | +5,763+16.7% | Added |
| Steward Partners Investment Advisory, LLC | 40,183 | $3.43M | 0.05% | −1,660−4.0% | Reduced |
| Asio Capital, LLC | 39,697 | $3.39M | 0.83% | +171+0.4% | Added |
| Eisler Capital (UK) Ltd. | 39,107 | $3.34M | 0.36% | −523,629−93.1% | Reduced |
| Engineers Gate Manager LP | 38,779 | $3.31M | 0.13% | +24,761+176.6% | Added |
| Atria Wealth Solutions, Inc. | 38,758 | $3.31M | 0.05% | +307+0.8% | Added |
| Beacon Pointe Advisors, LLC | 38,715 | $3.31M | 0.05% | −5,525−12.5% | Reduced |
| GQG Partners LLC | 38,519 | $3.29M | 0.01% | +38,519 | New |
| Moody National Bank Trust Division | 38,412 | $3.28M | 0.22% | +345+0.9% | Added |
| Loomis Sayles & Co L P | 38,404 | $3.28M | 0.01% | −2,187−5.4% | Reduced |
| Wolverine Trading, LLC | 38,345 | $3.27M | 0.04% | +27,854+265.5% | Added |
| First National Bank of Omaha | 38,057 | $3.25M | 0.19% | −12,011−24.0% | Reduced |
| United Fire Group Inc | 38,000 | $3.25M | 2.50% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 38,000 | $3.25M | 0.05% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 37,983 | $3.24M | 0.89% | +783+2.1% | Added |
| K.J. Harrison & Partners Inc | 38,066 | $3.24M | 0.59% | +8,336+28.0% | Added |
| Varma Mutual Pension Insurance Co | 37,880 | $3.23M | 0.04% | −13,894−26.8% | Reduced |
| HB Wealth Management, LLC | 37,623 | $3.21M | 0.05% | −1,157−3.0% | Reduced |
| Raymond James Trust N.A. | 37,492 | $3.20M | 0.09% | +1,035+2.8% | Added |
| Dana Investment Advisors, Inc. | 37,484 | $3.20M | 0.16% | −2,144−5.4% | Reduced |
| Patten & Patten Inc | 37,292 | $3.18M | 0.26% | +938+2.6% | Added |
| Aspen Grove Capital, LLC | 37,000 | $3.16M | 1.02% | +1,075+3.0% | Added |
| Meritage Portfolio Management | 36,744 | $3.14M | 0.22% | +1,879+5.4% | Added |
| Lincluden Management Ltd | 36,601 | $3.13M | 0.36% | +36+0.1% | Added |
| Wetherby Asset Management Inc | 36,587 | $3.12M | 0.17% | −911−2.4% | Reduced |
| Sculati Wealth Management, LLC | 36,562 | $3.12M | 1.57% | −430−1.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 36,471 | $3.12M | 0.18% | +5,811+19.0% | Added |
| Greenleaf Trust | 36,056 | $3.08M | 0.03% | −3,000−7.7% | Reduced |
| Alley Investment Management Company, LLC | 36,039 | $3.08M | 0.50% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 35,917 | $3.07M | 0.18% | +4,202+13.2% | Added |
| Siemens Fonds Invest GmbH | 36,070 | $3.07M | 0.30% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 35,543 | $3.04M | 0.06% | −1,456−3.9% | Reduced |
| Cunning Capital Partners, LP | 0 | $3.03M | 1.92% | −19,870−100.0% | Reduced |
| Wright Investors Service Inc | 35,251 | $3.01M | 0.85% | −3,216−8.4% | Reduced |
| Lake Street Advisors Group, LLC | 35,211 | $3.01M | 0.17% | +17,350+97.1% | Added |
| Xcel Wealth Management, LLC | 35,160 | $3.00M | 0.95% | +950+2.8% | Added |
| TCG Advisory Services, LLC | 34,645 | $2.96M | 0.50% | +3,188+10.1% | Added |
| Burney Co | 34,473 | $2.94M | 0.13% | −82,685−70.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 34,355 | $2.93M | 0.03% | −3,045−8.1% | Reduced |
| Everence Capital Management Inc | 35,391 | $2.89M | 0.24% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 33,796 | $2.89M | 0.05% | +28,125+495.9% | Added |
| Bartlett & Co. LLC | 33,796 | $2.89M | 0.05% | +28,125+495.9% | Added |
| Pinnacle Wealth Management Group, Inc. | 33,608 | $2.87M | 2.51% | −400−1.2% | Reduced |
| Community Trust & Investment Co | 32,978 | $2.82M | 0.23% | +1,850+5.9% | Added |
| City Holding Co | 32,628 | $2.79M | 0.48% | +430+1.3% | Added |
| Comerica Securities,inc. | 32,590 | $2.78M | 0.19% | −1,441−4.2% | Reduced |
| Geneos Wealth Management Inc. | 32,547 | $2.78M | 0.15% | +1,691+5.5% | Added |
| Occidental Asset Management, LLC | 32,515 | $2.78M | 0.63% | +1,221+3.9% | Added |
| United Services Automobile Association | 32,408 | $2.77M | 0.08% | +296+0.9% | Added |
| Integrated Wealth Concepts LLC | 32,307 | $2.76M | 0.05% | +10,098+45.5% | Added |
| Ritholtz Wealth Management | 32,305 | $2.76M | 0.12% | +3,387+11.7% | Added |
| Greenwood Capital Associates LLC | 32,105 | $2.74M | 0.38% | +32,105 | New |
| Ossiam | 32,093 | $2.74M | 0.05% | −124,141−79.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 31,950 | $2.73M | 0.22% | −3,775−10.6% | Reduced |
| KCM Investment Advisors LLC | 31,795 | $2.72M | 0.11% | −1,631−4.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 31,554 | $2.69M | 0.07% | +575+1.9% | Added |
| Van Eck Associates Corp | 31,472 | $2.69M | 0.01% | −184−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 31,068 | $2.65M | 0.25% | −3,995−11.4% | Reduced |
| KMG Fiduciary Partners, LLC | 30,761 | $2.63M | 0.34% | +2,054+7.2% | Added |
| Hoey Investments, Inc | 30,498 | $2.60M | 0.86% | −1,463−4.6% | Reduced |
| Connectus Wealth, LLC | 30,456 | $2.60M | 0.06% | −44,195−59.2% | Reduced |
| Palisade Asset Management, LLC | 30,363 | $2.59M | 0.30% | +561+1.9% | Added |
| Vinva Investment Management Ltd | 30,298 | $2.58M | 0.23% | −9,742−24.3% | Reduced |
| Mach-1 Financial Group, Inc. | 30,170 | $2.58M | 1.03% | +25,606+561.0% | Added |
| Carret Asset Management, LLC | 30,026 | $2.56M | 0.34% | +897+3.1% | Added |
| Gifford Fong Associates | 30,000 | $2.56M | 0.60% | 00.0% | Unchanged |
| Crestline Management, LP | 30,000 | $2.56M | 0.28% | +10,000+50.0% | Added |
| Jefferies Financial Group Inc. | 29,998 | $2.56M | 0.05% | +9,820+48.7% | Added |
| PFS Investments Inc. | 29,568 | $2.52M | 0.04% | +1,762+6.3% | Added |
| Ashburton (Jersey) Ltd | 29,480 | $2.52M | 1.23% | +11,009+59.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 29,315 | $2.50M | 0.12% | −513−1.7% | Reduced |
| Richard P Slaughter Associates Inc | 29,308 | $2.50M | 0.72% | +188+0.6% | Added |
| Symmetry Partners, LLC | 29,265 | $2.50M | 0.13% | −1,999−6.4% | Reduced |
| Vestcor Inc | 29,051 | $2.48M | 0.09% | −1,378−4.5% | Reduced |
| Foster & Motley Inc | 28,663 | $2.45M | 0.19% | +110.0% | Added |