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 |
|---|---|---|---|---|---|
| Freedom Day Solutions, LLC | 22,479 | $1.84M | 0.81% | −59−0.3% | Reduced |
| Caldwell Trust Co | 22,591 | $1.85M | 0.25% | −371−1.6% | Reduced |
| Clough Capital Partners L P | 22,750 | $1.86M | 0.20% | 00.0% | Unchanged |
| Sciencast Management LP | 23,098 | $1.89M | 0.86% | +14,758+177.0% | Added |
| Williams Jones Wealth Management, LLC. | 23,186 | $1.89M | 0.03% | −2,970−11.4% | Reduced |
| TCTC Holdings, LLC | 23,187 | $1.89M | 0.07% | 00.0% | Unchanged |
| Regions Financial Corp | 23,536 | $1.92M | 0.02% | +362+1.6% | Added |
| Arcus Capital Partners, LLC | 23,538 | $1.92M | 0.59% | 00.0% | Unchanged |
| Cramer Rosenthal McGlynn LLC | 24,012 | $1.96M | 0.11% | −81,658−77.3% | Reduced |
| Park Avenue Securities LLC | 24,040 | $1.96M | 0.03% | −56−0.2% | Reduced |
| Mutual Advisors, LLC | 24,100 | $1.97M | 0.08% | +7,878+48.6% | Added |
| Veriti Management LLC | 24,328 | $1.99M | 0.23% | +1,007+4.3% | Added |
| Greenwich Wealth Management LLC | 24,466 | $2.00M | 0.21% | 00.0% | Unchanged |
| Altrafin AG | 24,499 | $2.00M | 0.87% | −3,137−11.4% | Reduced |
| Gries Financial LLC | 24,579 | $2.01M | 0.54% | −2,731−10.0% | Reduced |
| Stolper Co | 24,605 | $2.01M | 0.87% | +662+2.8% | Added |
| Franklin Street Advisors Inc | 25,000 | $2.04M | 0.18% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 24,999 | $2.04M | 0.24% | +24,999 | Added |
| Great Diamond Partners, LLC | 25,291 | $2.07M | 0.56% | +46+0.2% | Added |
| Signaturefd, LLC | 25,305 | $2.07M | 0.05% | −2,999−10.6% | Reduced |
| Bouvel Investment Partners, LLC | 25,387 | $2.07M | 1.12% | +336+1.3% | Added |
| Kovitz Investment Group Partners, LLC | 25,520 | $2.08M | 0.04% | +6,443+33.8% | Added |
| Ashton Thomas Private Wealth, LLC | 25,528 | $2.08M | 0.15% | +2,144+9.2% | Added |
| Hartline Investment Corp | 25,572 | $2.09M | 0.38% | +5,408+26.8% | Added |
| Cinctive Capital Management LP | 25,653 | $2.10M | 0.12% | −91,209−78.0% | Reduced |
| Texas Yale Capital Corp. | 25,680 | $2.10M | 0.09% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 25,770 | $2.10M | 0.13% | +11,533+81.0% | Added |
| Mark Stevens | 25,850 | $2.11M | 0.28% | +86+0.3% | Added |
| Next Level Private LLC | 26,270 | $2.11M | 1.40% | +22+0.1% | Added |
| Bleakley Financial Group, LLC | 25,867 | $2.11M | 0.07% | −646−2.4% | Reduced |
| Sawtooth Solutions, LLC | 25,867 | $2.11M | 0.07% | −545−2.1% | Reduced |
| Transcend Wealth Collective, LLC | 25,907 | $2.12M | 0.21% | −5,161−16.6% | Reduced |
| Salem Investment Counselors Inc | 25,957 | $2.12M | 0.08% | +2,777+12.0% | Added |
| Sequoia Financial Advisors, LLC | 25,993 | $2.12M | 0.04% | −157−0.6% | Reduced |
| Hunter Associates Investment Management LLC | 26,020 | $2.13M | 0.43% | −67−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 26,373 | $2.15M | 0.12% | +9,602+57.3% | Added |
| Venture Visionary Partners LLC | 26,493 | $2.16M | 0.13% | −100.0% | Reduced |
| Wright Investors Service Inc | 26,512 | $2.17M | 0.63% | −8,739−24.8% | Reduced |
| Vestcor Inc | 26,589 | $2.17M | 0.08% | −2,462−8.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 26,624 | $2.17M | 0.14% | +2,151+8.8% | Added |
| Community Bank of Raymore | 26,940 | $2.20M | 1.02% | +1,670+6.6% | Added |
| Van Eck Associates Corp | 27,171 | $2.22M | 0.00% | −4,301−13.7% | Reduced |
| Lipe & Dalton | 27,238 | $2.23M | 1.34% | −23−0.1% | Reduced |
| Northeast Investment Management | 27,299 | $2.23M | 0.13% | −18−0.1% | Reduced |
| LMCG Investments, LLC | 27,327 | $2.23M | 0.15% | −1,026−3.6% | Reduced |
| Culbertson A N & Co Inc | 27,490 | $2.25M | 0.45% | +295+1.1% | Added |
| Savant Capital, LLC | 27,551 | $2.25M | 0.03% | +1,080+4.1% | Added |
| Foster & Motley Inc | 27,728 | $2.27M | 0.19% | −935−3.3% | Reduced |
| Union Heritage Capital, LLC | 27,747 | $2.27M | 1.28% | 00.0% | Unchanged |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 27,880 | $2.28M | 0.01% | +27,880 | New |
| Vinva Investment Management Ltd | 27,721 | $2.28M | 0.22% | −2,577−8.5% | Reduced |
| Paloma Partners Management Co | 27,946 | $2.28M | 0.47% | +27,946 | New |
| BOK Financial Private Wealth, Inc. | 28,078 | $2.29M | 0.20% | −3,872−12.1% | Reduced |
| Burney Co | 28,078 | $2.29M | 0.11% | −6,395−18.6% | Reduced |
| Pitcairn Co | 28,203 | $2.30M | 0.19% | +8,389+42.3% | Added |
| Gladstone Institutional Advisory LLC | 28,226 | $2.31M | 0.15% | +22,791+419.3% | Added |
| Sowell Financial Services LLC | 28,389 | $2.32M | 0.15% | +3,939+16.1% | Added |
| Alberta Investment Management Corp | 28,500 | $2.33M | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 28,501 | $2.33M | 0.03% | +2,427+9.3% | Added |
| Comerica Securities,inc. | 28,509 | $2.33M | 0.19% | −4,081−12.5% | Reduced |
| Snowden Capital Advisors LLC | 58,982 | $2.33M | 0.10% | +41,376+235.0% | Added |
| National Asset Management, Inc. | 28,653 | $2.34M | 0.06% | +10,281+56.0% | Added |
| Toroso Investments, LLC | 28,699 | $2.34M | 0.07% | +5,868+25.7% | Added |
| Hoey Investments, Inc | 28,822 | $2.35M | 0.79% | −1,676−5.5% | Reduced |
| One River Asset Management, LLC | 28,810 | $2.36M | 1.10% | +24,515+570.8% | Added |
| SYSTM Wealth Solutions LLC | 29,214 | $2.39M | 0.37% | +8,450+40.7% | Added |
| Symmetry Partners, LLC | 29,265 | $2.39M | 0.13% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 29,430 | $2.40M | 0.05% | +8,226+38.8% | Added |
| Leonteq Securities AG | 29,628 | $2.42M | 0.25% | +14,968+102.1% | Added |
| Gifford Fong Associates | 30,000 | $2.45M | 0.59% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 30,278 | $2.47M | 0.73% | +3,115+11.5% | Added |
| Two Sigma Securities, LLC | 30,423 | $2.48M | 0.11% | +22,878+303.2% | Added |
| Connectus Wealth, LLC | 30,499 | $2.49M | 0.06% | +43+0.1% | Added |
| KCM Investment Advisors LLC | 30,772 | $2.51M | 0.11% | −1,023−3.2% | Reduced |
| Richard P Slaughter Associates Inc | 30,789 | $2.51M | 0.67% | +1,481+5.1% | Added |
| Ashburton (Jersey) Ltd | 29,480 | $2.52M | 1.23% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 31,205 | $2.55M | 0.31% | +842+2.8% | Added |
| Advisory Services Network, LLC | 31,286 | $2.56M | 0.07% | +2,638+9.2% | Added |
| Empowered Funds, LLC | 31,368 | $2.56M | 0.08% | +6,699+27.2% | Added |
| Carret Asset Management, LLC | 31,434 | $2.57M | 0.36% | +1,408+4.7% | Added |
| Integrated Wealth Concepts LLC | 31,665 | $2.59M | 0.05% | −642−2.0% | Reduced |
| Everence Capital Management Inc | 31,741 | $2.59M | 0.20% | −3,650−10.3% | Reduced |
| KMG Fiduciary Partners, LLC | 32,031 | $2.62M | 0.35% | +1,270+4.1% | Added |
| K.J. Harrison & Partners Inc | 32,066 | $2.62M | 0.59% | −6,000−15.8% | Reduced |
| Ritholtz Wealth Management | 32,191 | $2.63M | 0.12% | −114−0.4% | Reduced |
| Community Trust & Investment Co | 32,324 | $2.64M | 0.22% | −654−2.0% | Reduced |
| Bartlett & Co. LLC | 32,696 | $2.67M | 0.05% | −1,100−3.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 32,696 | $2.67M | 0.05% | −1,100−3.3% | Reduced |
| First National Bank of Omaha | 32,738 | $2.67M | 0.17% | −5,319−14.0% | Reduced |
| First Citizens Bank & Trust Co | 33,039 | $2.70M | 0.05% | −2,504−7.0% | Reduced |
| Occidental Asset Management, LLC | 33,082 | $2.70M | 0.63% | +567+1.7% | Added |
| Geneos Wealth Management Inc. | 33,224 | $2.71M | 0.14% | +677+2.1% | Added |
| Coastline Trust Co | 33,629 | $2.75M | 0.40% | +6,198+22.6% | Added |
| Pinnacle Wealth Management Group, Inc. | 33,918 | $2.77M | 2.52% | +310+0.9% | Added |
| Readystate Asset Management LP | 33,981 | $2.78M | 0.23% | +33,981 | New |
| First National Trust Co | 33,989 | $2.78M | 0.13% | +21,433+170.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 34,355 | $2.81M | 0.03% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 34,566 | $2.82M | 0.17% | −645−1.8% | Reduced |
| Siemens Fonds Invest GmbH | 34,745 | $2.84M | 0.29% | −1,325−3.7% | Reduced |
| Advent Capital Management | 35,000 | $2.86M | 0.07% | +10,000+40.0% | Added |