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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; 2,745 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, Q3 2023

Institutional positions in Morgan Stanley as of Sep 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
1,671
+5 vs. Q2 2023
Shares held
1.38B
−8.15M (−0.6%) vs. Q2 2023
Total value
$112.7B
−$5.81B (−4.9%) vs. Q2 2023
New holders
121
673 more added
Sold out
116
627 more reduced

23 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,671 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,673 institutionsQ2 2022: 1,607 institutionsQ3 2022: 1,586 institutionsQ4 2022: 1,682 institutionsQ1 2023: 1,674 institutionsQ2 2023: 1,689 institutionsQ3 2023: 1,671 institutionsQ4 2023: 1,761 institutionsQ1 2024: 1,799 institutionsQ2 2024: 1,829 institutionsQ3 2024: 1,875 institutionsQ4 2024: 2,118 institutionsQ1 2025: 2,104 institutionsQ2 2025: 2,209 institutionsQ3 2025: 2,266 institutionsQ4 2025: 2,533 institutionsQ1 2026: 2,514 institutionsQ2 2026: 2,745 institutions
Value heldQ3 2023: $112.7B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.0BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,514$218.0B
Q4 20252,533$239.4B
Q3 20252,266$211.9B
Q2 20252,209$190.6B
Q1 20252,104$159.1B
Q4 20242,118$170.9B
Q3 20241,875$141.1B
Q2 20241,829$131.2B
Q1 20241,799$127.8B
Q4 20231,761$128.3B
Q3 20231,671$112.7B
Q2 20231,689$118.7B
Q1 20231,674$124.1B
Q4 20221,682$120.2B
Q3 20221,586$112.7B
Q2 20221,607$109.6B
Q1 20221,673$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q2 2023.

Institutions holding MS in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
VitalStone Financial, LLC1$00.00%−1−50.0%Reduced
St. Johns Investment Management Company, LLC0$280.00%0Unchanged
Spartan Planning & Wealth Management2$1630.00%+2New
Delos Wealth Advisors, LLC3$2560.00%00.0%Unchanged
CGC Financial Services, LLC5$4080.00%00.0%Unchanged
State of Wyoming5$4080.00%+1+25.0%Added
Raleigh Capital Management Inc.5$4300.00%+5New
ClariVest Asset Management LLC12$1.00K0.00%−13−52.0%Reduced
Centerpoint Advisors, LLC13$1.00K0.00%+8+160.0%Added
Tfo-TDC, LLC14$1.20K0.00%+2+16.7%Added
Horizons Wealth Management17$1.39K0.00%00.0%Unchanged
NewSquare Capital LLC22$1.80K0.00%+22New
Magnolia Capital Management Ltd29$2.00K0.00%00.0%Unchanged
Acima Private Wealth, LLC26$2.12K0.00%00.0%Unchanged
New Millennium Group LLC29$2.37K0.00%00.0%Unchanged
Country Trust Bank30$2.45K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC32$2.61K0.00%+32New
Impact Partnership Wealth, LLC34$2.78K0.00%−261−88.5%Reduced
Cassady Schiller Wealth Management, LLC38$3.10K0.00%+38New
Cherry Tree Wealth Management, LLC40$3.27K0.00%−2−4.8%Reduced
Versant Capital Management, Inc42$3.43K0.00%+22+110.0%Added
Mascoma Wealth Management LLC43$3.51K0.00%00.0%Unchanged
Quarry LP44$3.59K0.00%+44New
Blume Capital Management, Inc.47$3.84K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC49$4.00K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC52$4.22K0.00%−864−94.3%Reduced
Tradewinds Capital Management, LLC56$4.57K0.00%00.0%Unchanged
Your Advocates Ltd., LLP56$4.57K0.00%00.0%Unchanged
PayPay Securities Corp81$4.64K0.22%+81New
AllSquare Wealth Management LLC60$4.90K0.00%−8−11.8%Reduced
Stephenson National Bank & Trust67$5.47K0.00%+67New
Aspire Private Capital, LLC67$5.53K0.00%−28−29.5%Reduced
Arcadia Investment Management Corp70$5.72K0.00%00.0%Unchanged
Westside Investment Management, Inc.70$5.72K0.00%00.0%Unchanged
Stone House Investment Management, LLC70$5.72K0.00%00.0%Unchanged
McIlrath & Eck, LLC70$5.72K0.00%00.0%Unchanged
Live Oak Investment Partners–$5.72K0.00%––
Financial Synergies Wealth Advisors, Inc.70$5.72K0.00%00.0%Unchanged
Creative Capital Management Investments LLC72$5.88K0.00%+72New
Bull Oak Capital, LLC75$6.13K0.01%+75New
Perkins Coie Trust Co80$6.53K0.00%+80New
First Community Trust NA83$6.78K0.01%00.0%Unchanged
Field & Main Bank84$6.86K0.00%+84New
Ancora Advisors, LLC86$7.02K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.87$7.11K0.01%00.0%Unchanged
PrairieView Partners, LLC105$8.00K0.00%−94−47.2%Reduced
Morton Brown Family Wealth, LLC98$8.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC104$8.49K0.00%−425−80.3%Reduced
Colonial Trust Advisors110$8.98K0.00%00.0%Unchanged
Hantz Financial Services, Inc.115$9.00K0.00%+75+187.5%Added
Raffa Wealth Management, LLC111$9.06K0.00%00.0%Unchanged
Nordwand Advisors, LLC113$9.23K0.00%00.0%Unchanged
Cornerstone Planning Group LLC115$9.39K0.00%+38+49.4%Added
General Partner, Inc.117$9.55K0.01%00.0%Unchanged
Gables Capital Management Inc.120$9.80K0.01%00.0%Unchanged
Stephens Consulting, LLC125$10.2K0.00%00.0%Unchanged
West Financial Advisors, LLC125$10.2K0.00%+125New
Kelly Financial Services LLC133$10.9K0.00%+1+0.8%Added
TD Capital Management LLC140$11.4K0.00%00.0%Unchanged
Marquette Asset Management, LLC155$12.7K0.00%00.0%Unchanged
Archer Investment Corp156$12.7K0.00%00.0%Unchanged
Avion Wealth169$13.0K0.00%+3+1.8%Added
First PREMIER Bank156$13.0K0.00%00.0%Unchanged
Webster Bank, N. A.166$13.6K0.00%+102+159.4%Added
Horizon Bancorp Inc173$14.0K0.01%−127−42.3%Reduced
Silicon Valley Capital Partners175$14.3K0.00%+2+1.2%Added
Iron Horse Wealth Management, LLC182$14.9K0.01%+182New
Red Tortoise LLC188$15.3K0.01%+1+0.5%Added
Barrett & Company, Inc.200$16.3K0.01%00.0%Unchanged
Bourgeon Capital Management LLC200$16.3K0.00%00.0%Unchanged
Center for Financial Planning, Inc.200$16.3K0.00%00.0%Unchanged
WFA of San Diego, LLC200$16.3K0.02%00.0%Unchanged
JNBA Financial Advisors200$16.3K0.00%+48+31.6%Added
HighMark Wealth Management LLC200$16.3K0.01%+200New
Plante Moran Financial Advisors, LLC200$16.4K0.00%00.0%Unchanged
Highline Wealth Partners LLC206$16.8K0.01%+2+1.0%Added
Focused Wealth Management, Inc208$17.0K0.00%+100+92.6%Added
Northwest Investment Counselors, LLC225$18.4K0.01%00.0%Unchanged
Union Savings Bank240$19.6K0.01%+150+166.7%Added
Legacy Financial Group LLC244$19.9K0.00%+244New
Solstein Capital, LLC256$20.9K0.02%00.0%Unchanged
Hillsdale Investment Management Inc.260$21.2K0.00%−670−72.0%Reduced
Flaharty Asset Management, LLC271$22.1K0.00%+271New
Miller Wealth Advisors, LLC285$23.3K0.02%00.0%Unchanged
Chesapeake Asset Management LLC290$23.7K0.02%+36+14.2%Added
Atwood & Palmer Inc290$23.7K0.00%00.0%Unchanged
Knott David M Jr293$24.0K0.01%00.0%Unchanged
Provence Wealth Management Group294$24.0K0.01%−2,186−88.1%Reduced
Column Capital Advisors, LLC298$24.3K0.00%−6−2.0%Reduced
Islay Capital Management, LLC300$24.5K0.02%00.0%Unchanged
Maryland Capital Advisors Inc.300$24.5K0.02%00.0%Unchanged
LGT Financial Advisors LLC300$24.5K0.03%+300New
Harel Insurance Investments & Financial Services Ltd.311$25.0K0.00%00.0%Unchanged
Byrne Asset Management LLC309$25.0K0.02%00.0%Unchanged
West Branch Capital LLC318$26.0K0.01%−30−8.6%Reduced
Johnson Midwest Financial, LLC324$26.5K0.06%00.0%Unchanged
Glass Jacobson Investment Advisors llc328$26.8K0.01%+143+77.3%Added
Sittner & Nelson, LLC333$27.2K0.02%00.0%Unchanged
WR Wealth Planners, LLC334$27.3K0.01%+1+0.3%Added
RVW Wealth, LLC336$27.4K0.00%+336New