Skip to main content
Livermore
Livermore
ZHEN

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

Q3 2023 vs. Q2 2023

How the institutions holding Morgan Stanley changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of MS: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,689231,671+5
Shares1.39B1.57M1.38B−8.15M (−0.6%)
Value$118.7B$133.8M$112.7B−$5.81B (−4.9%)

23 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (121)

Institutions that held Morgan Stanley at the end of Q3 2023 but not at the end of Q2 2023.

Showing the largest 100 of 121 by value.

Institutions new to MS in Q3 2023
InstitutionSharesValue% of portfolio
Boston Partners5,899,130$477.8M0.66%
First Republic Investment Management, Inc.2,737,798$223.6M0.64%
Pictet Asset Management Holding SA647,621$52.9M0.07%
Select Equity Group, L.P.565,262$46.2M0.19%
HRT Financial LP331,539$27.1M0.27%
Mizuho Markets Americas LLC269,470$22.0M0.82%
QRG Capital Management, Inc.246,049$20.1M0.35%
Tiaa Trust, National Association209,102$17.1M0.06%
Nexus Investment Management ULC171,341$14.0M1.58%
Teewinot Capital Advisers, L.L.C.151,817$12.4M1.98%
ExodusPoint Capital Management, LP137,366$11.2M0.14%
Payden & Rygel Investment Group134,510$11.0M0.86%
Envestnet Portfolio Solutions, Inc.109,534$8.95M0.04%
Bayesian Capital Management, LP106,000$8.66M0.99%
FORA Capital, LLC94,451$7.71M0.68%
Capula Management Ltd86,087$7.03M0.46%
Eisler Capital (US) LLC71,305$5.82M2.14%
Caas Capital Management LP54,554$4.46M0.99%
Walleye Trading LLC47,574$3.89M0.09%
MainStreet Investment Advisors LLC46,007$3.76M0.44%
Grantham, Mayo, Van Otterloo & Co. LLC39,823$3.25M0.02%
Carlson Capital L P37,400$3.05M0.24%
Readystate Asset Management LP33,981$2.78M0.23%
Paloma Partners Management Co27,946$2.28M0.47%
Gates Foundation TrustSuperinvestorGates Foundation Trust27,880$2.28M0.01%
Altman Advisors, Inc.16,770$1.37M0.85%
Mint Tower Capital Management B.V.16,528$1.35M0.38%
Vident Advisory, LLC16,111$1.32M0.04%
McKinley Carter Wealth Services, Inc.15,245$1.25M0.10%
Duality Advisers, LP14,988$1.22M0.15%
NEOS Investment Management LLC14,152$1.16M0.15%
GTS Securities LLC13,553$1.11M0.02%
Mirador Capital Partners LP13,158$1.07M0.24%
Penobscot Investment Management Company, Inc.12,569$1.03M0.14%
Kingswood Wealth Advisors, LLC12,281$1.00M0.17%
Smith, Salley & Associates11,911$972.7K0.07%
MQS Management LLC11,804$964.0K0.59%
BlueCrest Capital Management Ltd10,796$881.7K0.14%
Stratos Wealth Advisors, LLC10,045$820.4K0.05%
Mount Yale Investment Advisors, LLC9,409$768.4K0.08%
Symmetry Investments LP9,060$739.9K0.21%
Radnor Capital Management, LLC9,020$737.0K0.15%
Diametric Capital, LP8,884$725.6K0.30%
Childress Capital Advisors, LLC8,863$723.8K0.24%
Western Financial Corp8,494$693.7K0.51%
Charles Schwab Trust Co8,425$688.1K0.08%
Ramirez Asset Management, Inc.7,979$651.6K0.14%
ISAM Funds (UK) Ltd7,642$624.1K0.40%
ING Groep NV7,484$611.2K0.01%
LVW Advisors, LLC7,301$596.3K0.13%
Titleist Asset Management, LLC7,271$593.8K0.12%
Lloyd Advisory Services, LLC.7,198$587.9K0.19%
Norden Group LLC7,198$587.9K0.19%
LexAurum Advisors, LLC7,128$582.1K0.17%
Denali Advisors LLC7,100$579.9K0.20%
XY Capital Ltd7,080$578.2K0.53%
Empire Financial Management Company, LLC6,651$543.2K0.24%
Monograph Wealth Advisors, LLC6,620$540.7K0.11%
Brevan Howard Capital Management LP6,396$522.4K0.15%
KPP Advisory Services LLC6,373$520.5K0.17%
Lion Street Advisors, LLC6,293$514.0K0.17%
Levin Capital Strategies, L.P.6,250$510.4K0.06%
Garda Capital Partners LP6,216$507.7K0.32%
NBC Securities, Inc.5,694$465.0K0.05%
Granite Bay Wealth Management, LLC5,300$463.0K0.00%
Portman Square Capital LLP5,506$449.7K0.06%
Colonial River Wealth Management, LLC4,987$407.3K0.27%
Oak Thistle LLC4,522$369.3K0.11%
Syon Capital LLC4,308$351.9K0.04%
Autumn Glory Partners, LLC4,005$327.1K0.20%
Cape Cod Five Cents Savings Bank3,678$300.4K0.02%
Accredited Investors Inc.3,485$284.6K0.02%
Bedel Financial Consulting Inc3,374$275.6K0.06%
Delta Financial Group, Inc.3,349$273.0K0.09%
Fiducient Advisors LLC3,336$272.5K0.02%
Bridgewater Associates, LP3,203$261.6K0.00%
Bank of Stockton3,600$259.5K0.10%
Bluefin Capital Management, LLC3,100$253.2K0.02%
Atomi Financial Group, Inc.3,000$245.0K0.08%
Prelude Capital Management, LLC2,825$230.7K0.02%
Relative Value Partners Group, LLC2,810$229.5K0.02%
Annis Gardner Whiting Capital Advisors, LLC2,809$229.4K0.12%
Fulcrum Capital LLC2,759$225.3K0.07%
BluePath Capital Management, LLC2,720$222.2K0.20%
Jmac Enterprises LLC2,700$220.5K0.05%
Asahi Life Asset Management Co., Ltd.2,650$216.4K0.07%
Northwest Bancshares, Inc.2,604$212.7K0.04%
WSFS Capital Management, LLC2,544$207.8K0.01%
One Wealth Advisors, LLC2,522$205.9K0.05%
Gratus Capital LLC2,506$204.7K0.01%
Macroview Investment Management LLC2,182$178.2K0.24%
United Community Bank1,858$151.7K0.07%
Headinvest, LLC1,802$144.9K0.03%
Rogco, LP1,462$119.4K0.06%
Indiana Trust & Investment Management CO1,220$99.6K0.05%
Pathway Financial Advisers, LLC1,044$85.3K0.04%
Arlington Trust Co LLC1,024$83.6K0.03%
Householder Group Estate & Retirement Specialist, LLC593$48.5K0.02%
Salomon & Ludwin, LLC567$46.3K0.00%
Semmax Financial Advisors Inc.519$39.4K0.02%

Sold out (116)

Institutions that held Morgan Stanley at the end of Q2 2023 and filed for Q3 2023 without it.

Showing the largest 100 of 116 by value.

Institutions that sold out of MS in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Ninety One UK Ltd736,247$62.9M
Fullerton Fund Management Co Ltd.274,842$23.5M
Twinbeech Capital LP211,150$18.0M
Voloridge Investment Management, LLC187,691$16.0M
Kiwi Wealth Investments Limited Partnership181,556$15.5M
Andra AP-fonden72,511$6.19M
Tudor Investment Corp Et Al63,119$5.39M
Clear Street LLC47,900$4.09M
IMC-Chicago, LLC46,660$3.98M
Vestmark Advisory Solutions, Inc.41,654$3.56M
Veritable, L.P.41,301$3.53M
Carroll Investors, Inc40,570$3.46M
Engineers Gate Manager LP38,779$3.31M
Crestline Management, LP30,000$2.56M
Virtu Financial LLC27,866$2.38M
PGGM Investments23,418$2.00M
Opus Investment Management Inc21,000$1.79M
Lighthouse Investment Partners, LLC20,794$1.78M
Teza Capital Management LLC16,109$1.38M
Quantbot Technologies LP14,610$1.25M
Vident Investment Advisory, LLC14,555$1.25M
Seven Eight Capital, LP14,443$1.23M
Simplex Trading, LLC11,678$997.0K
Ergoteles LLC9,574$817.6K
Aigen Investment Management, LP7,731$660.2K
XTX Topco Ltd7,488$639.5K
Y-Intercept (Hong Kong) Ltd7,334$626.3K
Maverick Capital LtdSuperinvestorMaverick Capital7,200$614.9K
Schonfeld Strategic Advisors LLC6,780$579.0K
CenterStar Asset Management, LLC6,664$569.7K
La Financiere de L'Echiquier6,200$529.5K
V Wealth Advisors LLC5,468$466.9K
Echo Street Capital Management LLC5,439$464.5K
Marble Harbor Investment Counsel, LLC5,375$459.0K
Change Path, LLC5,368$458.0K
Bridgefront Capital, LLC5,075$433.4K
CFS Investment Advisory Services, LLC5,066$433.0K
Calton & Associates, Inc.4,867$415.7K
LVZ Advisors, Inc.4,732$404.1K
American Trust4,663$398.2K
Alpha Cubed Investments, LLC4,449$380.0K
Headlands Technologies LLC4,390$374.9K
AustralianSuper Pty Ltd4,351$371.6K
Quantamental Technologies LLC4,318$368.8K
Neo Ivy Capital Management4,194$358.0K
Zimmermann Investment Management & Planning LLC4,065$347.2K
Twin Focus Capital Partners, LLC4,031$344.2K
Unigestion Holding SA3,968$338.2K
Imprint Wealth LLC3,958$338.0K
Curi Capital3,907$333.6K
Stelac Advisory Services LLC3,883$331.6K
Guardian Capital Advisors LP3,500$300.2K
Delphia (USA) Inc.3,360$286.9K
Menard Financial Group LLC3,248$277.4K
Eqis Capital Management, Inc.3,158$269.7K
Joule Financial, LLC3,158$269.7K
Financial Advocates Investment Management3,030$258.7K
Family Management Corp3,000$256.2K
TD Ameritrade Investment Management, LLC2,994$256.0K
Crewe Advisors LLC2,977$254.2K
Phillips Wealth Planners LLC2,756$235.4K
Brookfield Asset Management Inc.2,753$235.1K
Pallas Capital Advisors LLC2,701$233.3K
Ellsworth Advisors, LLC2,724$232.6K
Machina Capital S.A.S.2,700$230.6K
Lazari Capital Management, Inc.2,672$228.2K
Chicago Trust Co NA2,646$226.0K
Soltis Investment Advisors LLC2,625$224.1K
Zhang Financial LLC2,623$224.0K
Newbridge Financial Services Group, Inc.2,591$221.3K
Ethos Financial Group, LLC2,512$220.6K
Industrial Alliance Investment Management Inc.2,550$218.0K
Horizon Wealth Management, LLC2,546$217.4K
Winthrop Advisory Group LLC2,523$215.5K
IVC Wealth Advisors LLC2,457$209.8K
Birch Hill Investment Advisors LLC2,451$209.3K
Hemington Wealth Management2,450$209.0K
Primoris Wealth Advisors, LLC2,429$207.4K
Hall Capital Management Co Inc2,426$207.2K
Boston Trust Walden Corp2,423$206.9K
Mayfair Advisory Group, LLC2,467$205.6K
Founders Financial Alliance, LLC2,393$204.4K
Aft, Forsyth & Company, Inc.2,385$203.7K
Vicus Capital2,371$202.5K
Werba Rubin Papier Wealth Management2,371$202.5K
Daymark Wealth Partners, LLC2,367$202.1K
HFG Advisors, Inc.2,355$201.1K
Karpas Strategies, LLC2,351$200.8K
Royal Fund Management, LLC2,044$174.6K
Strengthening Families & Communities, LLC1,798$154.0K
LJI Wealth Management, LLC14,849$150.9K
Clear Street Markets LLC1,702$145.0K
Austin Private Wealth, LLC1,464$125.0K
Private Ocean, LLC1,268$108.3K
Fairfield, Bush & Co.1,240$105.9K
Tilia Fiduciary Partners, Inc.963$82.2K
PCA Investment Advisory Services Inc.837$71.5K
O'Dell Group, LLC766$65.4K
Clearview Wealth Advisors LLC759$64.8K
Horan Securities, Inc.759$64.8K

Not filed for Q3 2023 yet (23)

Institutions that held Morgan Stanley at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MS in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA625,811$53.4M
Kames Capital plc590,626$50.4M
Tiaa, FSB209,738$17.9M
PFS Investments Inc.29,568$2.52M
Heron Financial Group, LLC25,449$2.17M
EA Series Trust24,669$2.11M
Lansing Street Advisors11,604$991.0K
McMillion Capital Management Inc7,536$643.6K
US Asset Management LLC6,231$532.0K
Thomas White International Ltd5,879$502.1K
Kistler-Tiffany Companies, LLC5,521$471.5K
Aj Wealth Strategies, LLC4,581$391.2K
Bell & Brown Wealth Advisors, LLC4,365$372.8K
Sentinus, LLC3,753$320.5K
First National Bank of South Miami2,196$187.5K
BDO Wealth Advisors, LLC1,834$156.6K
Endurance Wealth Management, Inc.1,767$151.0K
BerganKDV Wealth Management, LLC1,673$142.9K
Ten Capital Wealth Advisors, LLC1,410$120.0K
First Capital Advisors Group, LLC.1,214$103.7K
Vigilant Capital Management, LLC613$52.0K
Cowen Prime Advisors LLC318$27.2K
Coastal Capital Group, Inc.84$7.17K