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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 13,378 | $1.14M | 0.58% | 00.0% | Unchanged |
| South State Corp. | 13,373 | $1.14M | 0.10% | −440−3.2% | Reduced |
| Financial Counselors Inc | 13,333 | $1.14M | 0.02% | −1,238−8.5% | Reduced |
| Long Run Wealth Advisors, LLC | 13,323 | $1.14M | 0.36% | −2,145−13.9% | Reduced |
| Fidelis Capital Partners, LLC | 13,310 | $1.14M | 0.41% | +451+3.5% | Added |
| Investors Research Corp | 13,266 | $1.13M | 0.29% | 00.0% | Unchanged |
| AMG National Trust Bank | 13,079 | $1.12M | 0.04% | +519+4.1% | Added |
| Pekin Hardy Strauss, Inc. | 13,035 | $1.11M | 0.17% | +300+2.4% | Added |
| Brookstone Capital Management | 13,322 | $1.11M | 0.02% | +3,103+30.4% | Added |
| Laurion Capital Management LP | 12,985 | $1.11M | 0.05% | −441,526−97.1% | Reduced |
| Insigneo Advisory Services, LLC | 12,957 | $1.11M | 0.21% | +10,299+387.5% | Added |
| TLWM | 12,921 | $1.10M | 0.32% | +163+1.3% | Added |
| Wealthspire Advisors, LLC | 12,859 | $1.10M | 0.02% | +134+1.1% | Added |
| Hodges Capital Management Inc. | 0 | $1.10M | 0.06% | −12,397−100.0% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 12,825 | $1.10M | 0.32% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 12,720 | $1.09M | 0.72% | +640+5.3% | Added |
| Harbour Capital Advisors, LLC | 12,570 | $1.09M | 0.32% | +145+1.2% | Added |
| Panagora Asset Management Inc | 12,716 | $1.09M | 0.01% | −94,358−88.1% | Reduced |
| Zullo Investment Group, Inc. | 12,632 | $1.08M | 0.62% | −985−7.2% | Reduced |
| Bard Financial Services, Inc. | 12,620 | $1.08M | 0.08% | +125+1.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.08M | 0.39% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 12,600 | $1.08M | 0.14% | +226+1.8% | Added |
| Avidian Wealth Solutions, LLC | 12,561 | $1.07M | 0.07% | +3,208+34.3% | Added |
| First National Trust Co | 12,556 | $1.07M | 0.05% | +24+0.2% | Added |
| AFS Financial Group, LLC | 12,540 | $1.07M | 0.69% | +2,725+27.8% | Added |
| Summit Trail Advisors, LLC | 12,511 | $1.07M | 0.04% | +3,020+31.8% | Added |
| Abbrea Capital, LLC | 12,484 | $1.07M | 0.16% | −29−0.2% | Reduced |
| DFPG Investments, LLC | 11,253 | $1.05M | 0.09% | +2,264+25.2% | Added |
| Perpetual Ltd | 12,251 | $1.05M | 0.01% | −61−0.5% | Reduced |
| Donald L. Hagan, LLC | 12,237 | $1.05M | 0.59% | −511−4.0% | Reduced |
| Viewpoint Capital Management LLC | 12,215 | $1.04M | 0.81% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,197 | $1.04M | 0.02% | −1,824−30.3% | Reduced |
| Davenport & Co LLC | 12,135 | $1.04M | 0.01% | +1,036+9.3% | Added |
| Neville Rodie & Shaw Inc | 12,126 | $1.03M | 0.09% | −3,529−22.5% | Reduced |
| Haverford Trust Co | 12,105 | $1.03M | 0.01% | +791+7.0% | Added |
| WCG Wealth Advisors LLC | 12,066 | $1.03M | 0.12% | +81+0.7% | Added |
| Buckley Wealth Management, LLC | 11,945 | $1.02M | 0.35% | +1,151+10.7% | Added |
| Spire Wealth Management | 11,939 | $1.02M | 0.04% | −2,438−17.0% | Reduced |
| Ostrum Asset Management | 11,935 | $1.02M | 0.09% | +35+0.3% | Added |
| Verdence Capital Advisors LLC | 11,934 | $1.02M | 0.12% | +163+1.4% | Added |
| NewEdge Wealth, LLC | 11,927 | $1.02M | 0.03% | +5,966+100.1% | Added |
| Delta Asset Management LLC | 11,927 | $1.02M | 0.10% | 00.0% | Unchanged |
| Wedmont Private Capital | 11,802 | $1.01M | 0.11% | +902+8.3% | Added |
| Berkshire Asset Management LLC | 11,843 | $1.01M | 0.06% | −33−0.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,790 | $1.01M | 0.10% | −169−1.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 11,721 | $1.00M | 0.22% | +43+0.4% | Added |
| Mather Group, LLC. | 11,717 | $1.00M | 0.02% | −215−1.8% | Reduced |
| Simplex Trading, LLC | 11,678 | $997.0K | 0.04% | +11,678 | New |
| Quent Capital, LLC | 11,639 | $994.0K | 0.16% | −158−1.3% | Reduced |
| Principle Wealth Partners LLC | 11,625 | $992.9K | 0.10% | −940−7.5% | Reduced |
| Wintrust Investments LLC | 11,613 | $992.0K | 0.10% | −789−6.4% | Reduced |
| Harbor Investment Advisory, LLC | 11,609 | $991.4K | 0.14% | −192−1.6% | Reduced |
| Gibraltar Capital Management, Inc. | 11,607 | $991.2K | 0.44% | −53,231−82.1% | Reduced |
| Trust Co of Vermont | 11,606 | $991.2K | 0.06% | +843+7.8% | Added |
| Lansing Street Advisors | 11,604 | $991.0K | 0.57% | +108+0.9% | Added |
| InterOcean Capital Group, LLC | 11,533 | $984.9K | 0.03% | −2,682−18.9% | Reduced |
| Resources Investment Advisors, LLC. | 11,519 | $983.7K | 0.02% | −377−3.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,503 | $982.4K | 0.10% | +214+1.9% | Added |
| StoneX Group Inc. | 11,455 | $978.2K | 0.10% | +457+4.2% | Added |
| Central Bank & Trust Co | 11,426 | $975.8K | 0.17% | −55−0.5% | Reduced |
| FourThought Financial Partners, LLC | 11,415 | $974.8K | 0.13% | −625−5.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 11,410 | $974.4K | 0.08% | −616−5.1% | Reduced |
| Ar Asset Management Inc | 11,400 | $974.0K | 0.26% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11,365 | $970.5K | 0.11% | −434−3.7% | Reduced |
| Kesler, Norman & Wride, LLC | 11,346 | $968.9K | 0.23% | −203−1.8% | Reduced |
| GFG Capital, LLC | 11,303 | $965.3K | 0.18% | −16−0.1% | Reduced |
| Rossmore Private Capital | 11,264 | $961.9K | 0.14% | +5,200+85.8% | Added |
| J.W. Cole Advisors, Inc. | 11,251 | $960.8K | 0.07% | −824−6.8% | Reduced |
| Parsons Capital Management Inc | 11,191 | $955.7K | 0.07% | +940+9.2% | Added |
| Washburn Capital Management, Inc. | 11,116 | $949.3K | 0.79% | −2,175−16.4% | Reduced |
| Dakota Wealth Management | 11,018 | $941.0K | 0.04% | −3,375−23.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,979 | $937.6K | 0.60% | +6,267+133.0% | Added |
| Beese Fulmer Investment Management, Inc. | 10,971 | $936.9K | 0.10% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 10,898 | $930.7K | 0.62% | +625+6.1% | Added |
| Compton Wealth Advisory Group, LLC | 10,860 | $927.4K | 0.31% | +147+1.4% | Added |
| Worm Capital, LLC | 10,844 | $926.1K | 0.81% | +10,844 | New |
| Washington Trust Co | 10,775 | $920.2K | 0.04% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 10,743 | $917.5K | 0.52% | +203+1.9% | Added |
| Vanguard Capital Wealth Advisors | 10,719 | $915.4K | 0.83% | −85−0.8% | Reduced |
| Triangle Securities Wealth Management | 10,703 | $914.0K | 0.31% | −287−2.6% | Reduced |
| Venturi Wealth Management, LLC | 10,696 | $913.5K | 0.07% | +963+9.9% | Added |
| NCM Capital Management, LLC | 10,611 | $906.2K | 0.63% | +16+0.2% | Added |
| Asset Dedication, LLC | 10,629 | $904.0K | 0.08% | −1,154−9.8% | Reduced |
| Belpointe Asset Management LLC | 10,476 | $894.7K | 0.09% | −10,986−51.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,469 | $894.0K | 0.52% | +40+0.4% | Added |
| Capital Asset Advisory Services LLC | 10,402 | $892.3K | 0.06% | +947+10.0% | Added |
| Beacon Financial Group | 10,463 | $892.0K | 0.12% | −872−7.7% | Reduced |
| Moneta Group Investment Advisors LLC | 10,407 | $888.8K | 0.02% | −571−5.2% | Reduced |
| Moors & Cabot, Inc. | 10,330 | $882.2K | 0.06% | +871+9.2% | Added |
| DRW Securities, LLC | 10,307 | $880.0K | 0.07% | +6,444+166.8% | Added |
| Marathon Trading Investment Management LLC | 10,284 | $878.3K | 0.55% | +2,670+35.1% | Added |
| Red Cedar Investment Management, LLC | 10,201 | $871.2K | 0.13% | −6,538−39.1% | Reduced |
| Silvercrest Asset Management Group LLC | 10,159 | $867.6K | 0.01% | +44+0.4% | Added |
| Capital Investment Advisory Services, LLC | 10,141 | $866.0K | 0.09% | +2,224+28.1% | Added |
| First Horizon Advisors, Inc. | 10,136 | $865.6K | 0.03% | −611−5.7% | Reduced |
| Calamos Wealth Management LLC | 10,110 | $863.4K | 0.06% | +121+1.2% | Added |
| Alera Investment Advisors, LLC | 10,090 | $861.6K | 0.19% | +420+4.3% | Added |
| Magnus Financial Group LLC | 10,070 | $859.9K | 0.12% | −151−1.5% | Reduced |
| Pacific Global Investment Management CO | 10,052 | $858.5K | 0.18% | −971−8.8% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $854.0K | 0.01% | 00.0% | Unchanged |