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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 28,648 | $2.45M | 0.07% | +3,295+13.0% | Added |
| Alberta Investment Management Corp | 28,500 | $2.43M | 0.02% | 00.0% | Unchanged |
| LMCG Investments, LLC | 28,353 | $2.42M | 0.16% | −556−1.9% | Reduced |
| Signaturefd, LLC | 28,304 | $2.42M | 0.06% | +1,306+4.8% | Added |
| Virtu Financial LLC | 27,866 | $2.38M | 0.18% | −2,598−8.5% | Reduced |
| Steel Peak Wealth Management LLC | 27,817 | $2.38M | 0.14% | +27,817 | New |
| Union Heritage Capital, LLC | 27,747 | $2.37M | 1.28% | 00.0% | Unchanged |
| Altrafin AG | 27,636 | $2.36M | 1.06% | +120+0.4% | Added |
| Coastline Trust Co | 27,431 | $2.34M | 0.33% | −3,569−11.5% | Reduced |
| Northeast Investment Management | 27,317 | $2.33M | 0.13% | −4,054−12.9% | Reduced |
| Gries Financial LLC | 27,310 | $2.33M | 0.64% | −151−0.5% | Reduced |
| Lipe & Dalton | 27,261 | $2.33M | 1.33% | −823−2.9% | Reduced |
| Culbertson A N & Co Inc | 27,195 | $2.32M | 0.45% | +190+0.7% | Added |
| Shorepoint Capital Partners LLC | 27,163 | $2.32M | 0.65% | +27,163 | New |
| Dimension Capital Management LLC | 26,940 | $2.30M | 0.50% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 26,513 | $2.26M | 0.07% | −1,724−6.1% | Reduced |
| Venture Visionary Partners LLC | 26,503 | $2.26M | 0.13% | +807+3.1% | Added |
| Savant Capital, LLC | 26,471 | $2.26M | 0.04% | +2,436+10.1% | Added |
| Sawtooth Solutions, LLC | 26,412 | $2.26M | 0.06% | −21,369−44.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 26,156 | $2.23M | 0.03% | −13,239−33.6% | Reduced |
| Sequoia Financial Advisors, LLC | 26,150 | $2.23M | 0.04% | +1,402+5.7% | Added |
| Hunter Associates Investment Management LLC | 26,087 | $2.23M | 0.44% | −491−1.8% | Reduced |
| Equitable Holdings, Inc. | 26,074 | $2.23M | 0.03% | +6,724+34.7% | Added |
| Alpha DNA Investment Management LLC | 25,920 | $2.21M | 1.25% | +6,186+31.3% | Added |
| Mark Stevens | 25,764 | $2.20M | 0.28% | −924−3.5% | Reduced |
| Texas Yale Capital Corp. | 25,680 | $2.19M | 0.10% | +920+3.7% | Added |
| Next Level Private LLC | 26,248 | $2.19M | 1.42% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 25,449 | $2.17M | 1.17% | +102+0.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 25,362 | $2.17M | 0.02% | −1,103−4.2% | Reduced |
| Community Bank of Raymore | 25,270 | $2.16M | 0.93% | +5,980+31.0% | Added |
| Great Diamond Partners, LLC | 25,245 | $2.16M | 0.57% | +615+2.5% | Added |
| Bouvel Investment Partners, LLC | 25,051 | $2.14M | 1.17% | +25,051 | New |
| Franklin Street Advisors Inc | 25,000 | $2.13M | 0.18% | +25,000 | New |
| Advent Capital Management | 25,000 | $2.13M | 0.04% | +25,000 | New |
| Empowered Funds, LLC | 24,669 | $2.11M | 0.07% | +1,519+6.6% | Added |
| EA Series Trust | 24,669 | $2.11M | 0.07% | +24,669 | New |
| Tokio Marine Asset Management Co Ltd | 24,473 | $2.09M | 0.13% | +698+2.9% | Added |
| Greenwich Wealth Management LLC | 24,466 | $2.09M | 0.22% | −197−0.8% | Reduced |
| Sowell Financial Services LLC | 24,450 | $2.09M | 0.12% | +8,527+53.6% | Added |
| HCR Wealth Advisors | 24,359 | $2.08M | 0.39% | +125+0.5% | Added |
| Park Avenue Securities LLC | 24,096 | $2.06M | 0.03% | +2,481+11.5% | Added |
| Meeder Advisory Services, Inc. | 24,095 | $2.06M | 0.22% | −1,337−5.3% | Reduced |
| Stolper Co | 23,943 | $2.04M | 0.86% | +378+1.6% | Added |
| Arcus Capital Partners, LLC | 23,538 | $2.01M | 0.60% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 23,524 | $2.01M | 0.10% | +1,226+5.5% | Added |
| PGGM Investments | 23,418 | $2.00M | 0.03% | −18,061−43.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 23,384 | $2.00M | 0.15% | +2,432+11.6% | Added |
| Veriti Management LLC | 23,321 | $1.99M | 0.22% | −163−0.7% | Reduced |
| Griffin Asset Management, Inc. | 23,260 | $1.99M | 0.27% | −305−1.3% | Reduced |
| United Asset Strategies, Inc. | 23,250 | $1.99M | 0.25% | +172+0.7% | Added |
| TCTC Holdings, LLC | 23,187 | $1.98M | 0.08% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 23,180 | $1.98M | 0.07% | +606+2.7% | Added |
| Regions Financial Corp | 23,174 | $1.98M | 0.02% | +513+2.3% | Added |
| Caldwell Trust Co | 22,962 | $1.96M | 0.26% | −2,991−11.5% | Reduced |
| Convergence Investment Partners, LLC | 22,852 | $1.95M | 1.12% | −498−2.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 22,843 | $1.95M | 0.20% | +2,606+12.9% | Added |
| Toroso Investments, LLC | 22,831 | $1.95M | 0.06% | +98+0.4% | Added |
| Prudent Man Advisors, LLC | 22,761 | $1.94M | 0.73% | −419−1.8% | Reduced |
| Clough Capital Partners L P | 22,750 | $1.94M | 0.20% | −14,750−39.3% | Reduced |
| Community Bank, N.A. | 22,732 | $1.94M | 0.26% | +935+4.3% | Added |
| Desjardins Global Asset Management Inc. | 22,700 | $1.94M | 0.22% | +4,654+25.8% | Added |
| Freedom Day Solutions, LLC | 22,538 | $1.92M | 0.86% | −1,778−7.3% | Reduced |
| Shell Asset Management Co | 22,205 | $1.90M | 0.07% | −15,258−40.7% | Reduced |
| Goodwin Daniel L | 22,000 | $1.88M | 0.90% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 22,000 | $1.88M | 0.17% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 21,800 | $1.86M | 0.08% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 21,738 | $1.86M | 0.38% | +10,916+100.9% | Added |
| AIA Group Ltd | 21,590 | $1.84M | 0.09% | +13,416+164.1% | Added |
| Paralel Advisors LLC | 21,535 | $1.84M | 0.10% | +765+3.7% | Added |
| Capital Investment Counsel, Inc | 21,431 | $1.83M | 0.35% | +432+2.1% | Added |
| Westwood Holdings Group Inc. | 21,402 | $1.83M | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 21,325 | $1.82M | 0.14% | −1,303−5.8% | Reduced |
| Hudson Canyon Capital Management | 21,276 | $1.82M | 1.43% | +926+4.6% | Added |
| Alaethes Wealth LLC | 21,244 | $1.81M | 1.00% | +502+2.4% | Added |
| Stratos Wealth Partners, LTD. | 21,204 | $1.81M | 0.04% | +2,686+14.5% | Added |
| Modera Wealth Management, LLC | 21,095 | $1.80M | 0.03% | +1,906+9.9% | Added |
| Opus Investment Management Inc | 21,000 | $1.79M | 0.64% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 20,794 | $1.78M | 0.13% | +20,794 | New |
| SYSTM Wealth Solutions LLC | 20,764 | $1.77M | 0.24% | +8,662+71.6% | Added |
| Merit Financial Group, LLC | 20,735 | $1.77M | 0.06% | +1,318+6.8% | Added |
| Bank of New Hampshire | 20,572 | $1.76M | 0.50% | −100−0.5% | Reduced |
| Arrow Financial Corp | 20,541 | $1.75M | 0.21% | −1,214−5.6% | Reduced |
| Capital Investment Advisors, LLC | 20,521 | $1.75M | 0.05% | −677−3.2% | Reduced |
| CAPROCK Group, Inc. | 20,306 | $1.73M | 0.13% | +625+3.2% | Added |
| Vise Technologies, Inc. | 20,264 | $1.73M | 0.42% | +159+0.8% | Added |
| Sumitomo Life Insurance Co | 20,248 | $1.73M | 0.08% | −1,722−7.8% | Reduced |
| Perigon Wealth Management, LLC | 20,228 | $1.73M | 0.07% | −991−4.7% | Reduced |
| Hartline Investment Corp | 20,164 | $1.72M | 0.29% | +11,994+146.8% | Added |
| Harbor Capital Advisors, Inc. | 20,162 | $1.72M | 0.34% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 20,000 | $1.71M | 1.06% | −150−0.7% | Reduced |
| Brasada Capital Management, LP | 19,906 | $1.70M | 0.37% | −222−1.1% | Reduced |
| CoreCap Advisors, LLC | 19,901 | $1.70M | 0.12% | +19,901 | New |
| Leavell Investment Management, Inc. | 19,862 | $1.70M | 0.12% | +925+4.9% | Added |
| IFG Advisory, LLC | 19,831 | $1.69M | 0.15% | −51−0.3% | Reduced |
| Forum Financial Management, LP | 19,827 | $1.69M | 0.04% | +1,080+5.8% | Added |
| Pitcairn Co | 19,814 | $1.69M | 0.14% | −356−1.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 19,272 | $1.65M | 0.21% | −584−2.9% | Reduced |
| Baldwin Investment Management, LLC | 19,272 | $1.65M | 0.27% | −450−2.3% | Reduced |
| We Are One Seven, LLC | 19,164 | $1.64M | 0.15% | −5,939−23.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 19,077 | $1.63M | 0.02% | +95+0.5% | Added |