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, 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Chesapeake Wealth Management | 16,225 | $1.33M | 0.55% | −302−1.8% | Reduced |
| Intrust Bank NA | 16,293 | $1.33M | 0.17% | −627−3.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 16,306 | $1.33M | 0.40% | +400+2.5% | Added |
| Financial Advisory Service, Inc. | 16,417 | $1.34M | 0.14% | +1,626+11.0% | Added |
| Steel Peak Wealth Management LLC | 16,432 | $1.34M | 0.08% | −11,385−40.9% | Reduced |
| Vise Technologies, Inc. | 16,481 | $1.35M | 0.33% | −3,783−18.7% | Reduced |
| Belpointe Asset Management LLC | 16,507 | $1.35M | 0.14% | +6,031+57.6% | Added |
| Mint Tower Capital Management B.V. | 16,528 | $1.35M | 0.38% | +16,528 | New |
| Northcape Wealth Management, LLC | 16,540 | $1.35M | 0.52% | −626−3.6% | Reduced |
| Bryn Mawr Trust Co | 16,609 | $1.36M | 0.06% | +214+1.3% | Added |
| Edgestream Partners, L.P. | 16,610 | $1.36M | 0.11% | +11,794+244.9% | Added |
| Am Investment Strategies LLC | 16,650 | $1.36M | 0.44% | +134+0.8% | Added |
| Horizon Investments, LLC | 16,884 | $1.36M | 0.04% | −210−1.2% | Reduced |
| Quadrant Capital Group LLC | 16,716 | $1.37M | 0.14% | +1,172+7.5% | Added |
| Bradley Foster & Sargent Inc | 15,991 | $1.37M | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 16,750 | $1.37M | 0.01% | +685+4.3% | Added |
| Altman Advisors, Inc. | 16,770 | $1.37M | 0.85% | +16,770 | New |
| Schechter Investment Advisors, LLC | 16,879 | $1.38M | 0.13% | +7,546+80.9% | Added |
| Wedbush Securities Inc | 16,891 | $1.38M | 0.07% | +343+2.1% | Added |
| Strategic Advisors LLC | 16,912 | $1.38M | 0.27% | +80.0% | Added |
| Oak Asset Management, LLC | 16,933 | $1.38M | 0.59% | −20−0.1% | Reduced |
| Institute for Wealth Management, LLC. | 16,960 | $1.39M | 0.25% | −68−0.4% | Reduced |
| Mirabella Financial Services LLP | 17,078 | $1.39M | 0.20% | +14,278+509.9% | Added |
| AIA Group Ltd | 17,091 | $1.40M | 0.07% | −4,499−20.8% | Reduced |
| Harbour Capital Advisors, LLC | 17,095 | $1.40M | 0.42% | +4,525+36.0% | Added |
| Mach-1 Financial Group, Inc. | 17,172 | $1.40M | 0.59% | −12,998−43.1% | Reduced |
| Congress Wealth Management LLC | 17,185 | $1.40M | 0.03% | +538+3.2% | Added |
| Valeo Financial Advisors, LLC | 17,188 | $1.40M | 0.06% | −68−0.4% | Reduced |
| Covenant Asset Management, LLC | 17,273 | $1.41M | 0.43% | +270+1.6% | Added |
| Trust Investment Advisors | 17,285 | $1.41M | 1.21% | −161−0.9% | Reduced |
| AFS Financial Group, LLC | 17,322 | $1.41M | 0.97% | +4,782+38.1% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $1.42M | 0.07% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 17,418 | $1.42M | 0.12% | +1,254+7.8% | Added |
| Cullen/Frost Bankers, Inc. | 17,501 | $1.43M | 0.02% | −515−2.9% | Reduced |
| Ostrum Asset Management | 17,590 | $1.44M | 0.13% | +5,655+47.4% | Added |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $1.45M | 1.51% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 17,823 | $1.46M | 0.14% | −94−0.5% | Reduced |
| Clarius Group, LLC | 17,844 | $1.46M | 0.14% | −3,481−16.3% | Reduced |
| Chemung Canal Trust Co | 18,082 | $1.48M | 0.34% | +317+1.8% | Added |
| We Are One Seven, LLC | 18,090 | $1.48M | 0.12% | −1,074−5.6% | Reduced |
| Abbot Financial Management, Inc. | 18,170 | $1.48M | 1.00% | −100−0.5% | Reduced |
| Tocqueville Asset Management L.P. | 18,229 | $1.49M | 0.03% | −785−4.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 18,247 | $1.49M | 0.24% | +1,289+7.6% | Added |
| Cyndeo Wealth Partners, LLC | 18,417 | $1.50M | 0.16% | −4,426−19.4% | Reduced |
| Acropolis Investment Management, LLC | 18,488 | $1.51M | 0.12% | +64+0.3% | Added |
| Deltec Asset Management LLC | 18,500 | $1.51M | 0.34% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 18,622 | $1.52M | 0.03% | +442+2.4% | Added |
| Howland Capital Management LLC | 18,763 | $1.53M | 0.09% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 18,896 | $1.54M | 1.25% | +580+3.2% | Added |
| Harvest Investment Advisors, LLC | 18,903 | $1.54M | 1.38% | −91−0.5% | Reduced |
| Atlas Private Wealth Management | 19,155 | $1.56M | 0.84% | +1,093+6.1% | Added |
| Lakeview Capital Partners, LLC | 19,246 | $1.57M | 0.31% | +1,229+6.8% | Added |
| Brown Brothers Harriman & Co | 19,318 | $1.58M | 0.01% | +1,084+5.9% | Added |
| NVWM, LLC | 19,345 | $1.58M | 0.52% | +839+4.5% | Added |
| IFG Advisory, LLC | 19,613 | $1.60M | 0.14% | −218−1.1% | Reduced |
| Desjardins Global Asset Management Inc. | 19,618 | $1.60M | 0.17% | −3,082−13.6% | Reduced |
| DoubleLine ETF Adviser LP | 19,652 | $1.60M | 0.58% | +713+3.8% | Added |
| Forum Financial Management, LP | 19,829 | $1.62M | 0.04% | +20.0% | Added |
| Perigon Wealth Management, LLC | 19,851 | $1.62M | 0.07% | −377−1.9% | Reduced |
| Sumitomo Life Insurance Co | 19,989 | $1.63M | 0.05% | −259−1.3% | Reduced |
| United Fire Group Inc | 20,000 | $1.63M | 3.19% | −18,000−47.4% | Reduced |
| Prudent Man Advisors, LLC | 20,015 | $1.63M | 0.65% | −2,746−12.1% | Reduced |
| Capital Investment Advisors, LLC | 20,018 | $1.63M | 0.05% | −503−2.5% | Reduced |
| Westwood Holdings Group Inc. | 20,063 | $1.64M | 0.02% | −1,339−6.3% | Reduced |
| Harbor Capital Advisors, Inc. | 20,162 | $1.65M | 0.35% | 00.0% | Unchanged |
| HCR Wealth Advisors | 20,195 | $1.65M | 0.36% | −4,164−17.1% | Reduced |
| Capital Markets Trading UK LLP | 20,366 | $1.66M | 1.45% | +12,493+158.7% | Added |
| TD Private Client Wealth LLC | 20,442 | $1.67M | 0.07% | +12,874+170.1% | Added |
| Bank of New Hampshire | 20,456 | $1.67M | 0.50% | −116−0.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,500 | $1.67M | 1.18% | +20,000+4,000.0% | Added |
| Prospera Financial Services Inc | 20,537 | $1.68M | 0.06% | +2,474+13.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 20,681 | $1.69M | 0.08% | +1,767+9.3% | Added |
| Modera Wealth Management, LLC | 20,725 | $1.69M | 0.03% | −370−1.8% | Reduced |
| Ameliora Wealth Management Ltd. | 20,900 | $1.71M | 1.01% | +900+4.5% | Added |
| Baldwin Investment Management, LLC | 21,032 | $1.72M | 0.29% | +1,760+9.1% | Added |
| United Asset Strategies, Inc. | 21,059 | $1.72M | 0.22% | −2,191−9.4% | Reduced |
| Meeder Advisory Services, Inc. | 21,083 | $1.72M | 0.22% | −3,012−12.5% | Reduced |
| Fulton Bank, N.A. | 21,088 | $1.72M | 0.09% | +6,312+42.7% | Added |
| Hudson Canyon Capital Management | 21,276 | $1.74M | 1.42% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 21,283 | $1.74M | 0.35% | −148−0.7% | Reduced |
| CoreCap Advisors, LLC | 21,290 | $1.74M | 0.13% | +1,389+7.0% | Added |
| Leavell Investment Management, Inc. | 21,292 | $1.74M | 0.12% | +1,430+7.2% | Added |
| Alaethes Wealth LLC | 21,326 | $1.74M | 0.95% | +82+0.4% | Added |
| New England Research & Management, Inc. | 21,417 | $1.75M | 1.00% | +4,375+25.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,997 | $1.76M | 0.02% | −1,365−5.4% | Reduced |
| SevenBridge Financial Group, LLC | 21,695 | $1.77M | 0.46% | +4,745+28.0% | Added |
| CAPROCK Group, Inc. | 21,734 | $1.78M | 0.13% | +1,428+7.0% | Added |
| Atlas Private Wealth Advisors | 21,750 | $1.78M | 0.34% | +12+0.1% | Added |
| Brasada Capital Management, LP | 22,245 | $1.78M | 0.41% | +2,339+11.8% | Added |
| Paralel Advisors LLC | 21,773 | $1.78M | 0.10% | +238+1.1% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.78M | 0.08% | 00.0% | Unchanged |
| Shell Asset Management Co | 21,849 | $1.78M | 0.07% | −356−1.6% | Reduced |
| Convergence Investment Partners, LLC | 21,902 | $1.79M | 1.06% | −950−4.2% | Reduced |
| Cacti Asset Management LLC | 22,000 | $1.79M | 0.17% | 00.0% | Unchanged |
| Goodwin Daniel L | 22,000 | $1.80M | 0.87% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 22,218 | $1.81M | 0.09% | −1,306−5.6% | Reduced |
| Griffin Asset Management, Inc. | 22,265 | $1.82M | 0.26% | −995−4.3% | Reduced |
| Arrow Financial Corp | 22,358 | $1.83M | 0.21% | +1,817+8.8% | Added |
| Community Bank, N.A. | 22,381 | $1.83M | 0.26% | −351−1.5% | Reduced |
| Merit Financial Group, LLC | 22,464 | $1.83M | 0.06% | +1,729+8.3% | Added |