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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 19,014 | $1.62M | 0.03% | −21,505−53.1% | Reduced |
| Harvest Investment Advisors, LLC | 18,994 | $1.62M | 1.39% | −75−0.4% | Reduced |
| DoubleLine ETF Adviser LP | 18,939 | $1.62M | 0.60% | −102−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 18,914 | $1.61M | 0.08% | −149−0.8% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 18,832 | $1.61M | 0.08% | −4,300−18.6% | Reduced |
| Howland Capital Management LLC | 18,763 | $1.60M | 0.09% | +5,635+42.9% | Added |
| NVWM, LLC | 18,506 | $1.58M | 0.51% | +671+3.8% | Added |
| Deltec Asset Management LLC | 18,500 | $1.58M | 0.35% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 18,424 | $1.57M | 0.12% | −87−0.5% | Reduced |
| National Asset Management, Inc. | 18,372 | $1.57M | 0.04% | −20,333−52.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 18,346 | $1.57M | 0.05% | −121,469−86.9% | Reduced |
| Wolff Wiese Magana LLC | 18,316 | $1.56M | 1.21% | +2,346+14.7% | Added |
| Abbot Financial Management, Inc. | 18,270 | $1.56M | 1.00% | +125+0.7% | Added |
| Brown Brothers Harriman & Co | 18,234 | $1.56M | 0.01% | −2,300−11.2% | Reduced |
| Boston Private Wealth LLC | 18,180 | $1.55M | 0.03% | −3,556−16.4% | Reduced |
| Prospera Financial Services Inc | 18,063 | $1.54M | 0.06% | +866+5.0% | Added |
| Atlas Private Wealth Management | 18,062 | $1.54M | 0.81% | +2,937+19.4% | Added |
| Lakeview Capital Partners, LLC | 18,017 | $1.54M | 0.29% | −6,000−25.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 18,016 | $1.54M | 0.03% | −568−3.1% | Reduced |
| United Capital Financial Advisers, LLC | 17,924 | $1.53M | 0.01% | −964−5.1% | Reduced |
| Checchi Capital Advisers, LLC | 17,917 | $1.53M | 0.14% | +1,596+9.8% | Added |
| Chemung Canal Trust Co | 17,765 | $1.52M | 0.33% | +45+0.3% | Added |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $1.51M | 1.46% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 17,606 | $1.50M | 0.05% | −381−2.1% | Reduced |
| Trust Investment Advisors | 17,446 | $1.49M | 1.20% | +307+1.8% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $1.48M | 0.07% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 17,256 | $1.47M | 0.07% | +1,719+11.1% | Added |
| Verition Fund Management LLC | 17,188 | $1.47M | 0.02% | +12,405+259.4% | Added |
| Northcape Wealth Management, LLC | 17,166 | $1.47M | 0.53% | −89−0.5% | Reduced |
| Insight Inv LLC | 17,092 | $1.46M | 1.50% | +880+5.4% | Added |
| New England Research & Management, Inc. | 17,042 | $1.46M | 0.84% | +3,050+21.8% | Added |
| Institute for Wealth Management, LLC. | 17,028 | $1.45M | 0.26% | −45−0.3% | Reduced |
| Covenant Asset Management, LLC | 17,003 | $1.45M | 0.43% | +675+4.1% | Added |
| Fund Management at Engine No. 1 LLC | 16,958 | $1.45M | 0.27% | +1,111+7.0% | Added |
| Oak Asset Management, LLC | 16,953 | $1.45M | 0.60% | +125+0.7% | Added |
| SevenBridge Financial Group, LLC | 16,950 | $1.45M | 0.37% | +2,385+16.4% | Added |
| Horizon Investments, LLC | 17,094 | $1.45M | 0.04% | +310+1.8% | Added |
| Intrust Bank NA | 16,920 | $1.44M | 0.18% | −1,057−5.9% | Reduced |
| Strategic Advisors LLC | 16,904 | $1.44M | 0.28% | +70.0% | Added |
| Cary Street Partner Investment Advisory LLC | 16,771 | $1.43M | 0.09% | +13,355+391.0% | Added |
| Paradigm Asset Management Co LLC | 16,700 | $1.43M | 0.38% | +1,100+7.1% | Added |
| FDx Advisors, Inc. | 16,654 | $1.42M | 0.08% | −32,817−66.3% | Reduced |
| Congress Wealth Management LLC | 16,647 | $1.42M | 0.03% | +103+0.6% | Added |
| Argus Investors' Counsel, Inc. | 16,620 | $1.42M | 0.98% | +420+2.6% | Added |
| Wedbush Securities Inc | 16,548 | $1.41M | 0.07% | +2,900+21.2% | Added |
| Chesapeake Wealth Management | 16,527 | $1.41M | 0.56% | +282+1.7% | Added |
| Am Investment Strategies LLC | 16,516 | $1.41M | 0.44% | +212+1.3% | Added |
| Bryn Mawr Trust Co | 16,395 | $1.40M | 0.06% | −105−0.6% | Reduced |
| Mutual Advisors, LLC | 16,222 | $1.39M | 0.05% | +4,892+43.2% | Added |
| Centaurus Financial, Inc. | 16,164 | $1.38M | 0.12% | +490+3.1% | Added |
| Teza Capital Management LLC | 16,109 | $1.38M | 0.22% | +9,650+149.4% | Added |
| White Pine Capital LLC | 16,089 | $1.37M | 0.51% | −76−0.5% | Reduced |
| King Luther Capital Management Corp | 16,065 | $1.37M | 0.01% | +160+1.0% | Added |
| Allen Investment Management LLC | 16,005 | $1.37M | 0.02% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 15,991 | $1.37M | 0.03% | +600+3.9% | Added |
| Ironwood Investment Counsel, LLC | 15,917 | $1.36M | 0.31% | +1,487+10.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 15,906 | $1.36M | 0.40% | +52+0.3% | Added |
| 1st Source Bank | 15,900 | $1.36M | 0.09% | +600+3.9% | Added |
| Gotham Asset Management, LLC | 15,792 | $1.35M | 0.03% | −1,342−7.8% | Reduced |
| Waterfront Wealth Inc. | 14,044 | $1.34M | 0.40% | +2,041+17.0% | Added |
| Avalon Trust Co | 15,600 | $1.33M | 0.12% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 15,544 | $1.33M | 0.13% | −706−4.3% | Reduced |
| Courier Capital LLC | 15,525 | $1.33M | 0.10% | −3,397−18.0% | Reduced |
| Trust Asset Management LLC | 15,376 | $1.31M | 0.14% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 15,362 | $1.31M | 0.17% | −196−1.3% | Reduced |
| Schear Investment Advisers, LLC | 15,252 | $1.30M | 1.38% | +93+0.6% | Added |
| Profund Advisors LLC | 15,198 | $1.30M | 0.07% | −305−2.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 15,070 | $1.29M | 0.24% | −457−2.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 15,036 | $1.28M | 0.06% | +9,857+190.3% | Added |
| Cetera Advisors LLC | 16,379 | $1.28M | 0.02% | +2,930+21.8% | Added |
| Cigna Investments Inc | 14,903 | $1.27M | 0.24% | −346−2.3% | Reduced |
| Koshinski Asset Management, Inc. | 14,862 | $1.27M | 0.14% | −9,018−37.8% | Reduced |
| Diligent Investors, LLC | 14,802 | $1.26M | 0.37% | +20.0% | Added |
| Financial Advisory Service, Inc. | 14,791 | $1.26M | 0.16% | +1,951+15.2% | Added |
| Fulton Bank, N.A. | 14,776 | $1.26M | 0.06% | +278+1.9% | Added |
| Decatur Capital Management, Inc. | 14,719 | $1.26M | 0.86% | −208−1.4% | Reduced |
| Laidlaw Wealth Management LLC | 14,712 | $1.26M | 0.25% | +7,516+104.4% | Added |
| Strategy Asset Managers LLC | 14,702 | $1.26M | 0.28% | +143+1.0% | Added |
| Somerset Trust Co | 14,701 | $1.26M | 0.54% | −441−2.9% | Reduced |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.26M | 0.52% | 00.0% | Unchanged |
| Leonteq Securities AG | 14,660 | $1.25M | 0.13% | −3,244−18.1% | Reduced |
| Quantbot Technologies LP | 14,610 | $1.25M | 0.08% | +14,610 | New |
| Vident Investment Advisory, LLC | 14,555 | $1.25M | 0.04% | −13,319−47.8% | Reduced |
| Morse Asset Management, Inc | 14,566 | $1.24M | 0.38% | −14,727−50.3% | Reduced |
| Mystic Asset Management, Inc. | 14,562 | $1.24M | 0.67% | −474−3.2% | Reduced |
| Delphi Management Inc | 14,507 | $1.24M | 1.31% | +14,507 | New |
| Duff & Phelps Investment Management Co | 14,501 | $1.24M | 0.02% | 00.0% | Unchanged |
| River Street Advisors LLC | 14,460 | $1.23M | 1.18% | −166−1.1% | Reduced |
| Seven Eight Capital, LP | 14,443 | $1.23M | 0.20% | +14,443 | New |
| Meridian Wealth Management, LLC | 14,237 | $1.22M | 0.10% | +30+0.2% | Added |
| Berkeley Capital Partners, LLC | 13,966 | $1.19M | 0.42% | +2,604+22.9% | Added |
| Golden State Equity Partners | 13,956 | $1.19M | 0.34% | +3,581+34.5% | Added |
| Whittier Trust Co | 13,912 | $1.19M | 0.02% | +319+2.3% | Added |
| S&CO Inc | 13,915 | $1.19M | 0.10% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 13,890 | $1.19M | 0.55% | −3,250−19.0% | Reduced |
| Essex Investment Management Co LLC | 13,886 | $1.19M | 0.17% | −324−2.3% | Reduced |
| Nilsine Partners, LLC | 13,782 | $1.18M | 0.17% | +473+3.6% | Added |
| Allworth Financial LP | 13,549 | $1.16M | 0.01% | +2,245+19.9% | Added |
| Systematic Financial Management LP | 13,500 | $1.15M | 0.04% | 00.0% | Unchanged |
| PFG Investments, LLC | 13,489 | $1.15M | 0.21% | +1,792+15.3% | Added |