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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 35,459 | $2.90M | 0.07% | +3,051+9.4% | Added |
| Cunning Capital Partners, LP | 35,478 | $2.90M | 1.91% | +35,478 | Added |
| City Holding Co | 35,898 | $2.93M | 0.52% | +3,270+10.0% | Added |
| Centiva Capital, LP | 35,998 | $2.94M | 0.15% | +34,965+3,384.8% | Added |
| Wetherby Asset Management Inc | 36,021 | $2.94M | 0.17% | −566−1.5% | Reduced |
| KCS Wealth Advisory | 36,033 | $2.94M | 1.25% | −5,514−13.3% | Reduced |
| Alley Investment Management Company, LLC | 36,039 | $2.94M | 0.50% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 36,321 | $2.97M | 1.10% | −679−1.8% | Reduced |
| Lincluden Management Ltd | 36,438 | $2.98M | 0.36% | −163−0.4% | Reduced |
| Sculati Wealth Management, LLC | 36,450 | $2.98M | 1.52% | −112−0.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 36,660 | $2.99M | 0.10% | +18,314+99.8% | Added |
| Loomis Sayles & Co L P | 36,702 | $3.00M | 0.01% | −1,702−4.4% | Reduced |
| Carlson Capital L P | 37,400 | $3.05M | 0.24% | +37,400 | New |
| Patten & Patten Inc | 37,515 | $3.06M | 0.27% | +223+0.6% | Added |
| Evexia Wealth LLC | 43,010 | $3.07M | 1.55% | +2,870+7.1% | Added |
| Wealthspire Advisors, LLC | 37,646 | $3.07M | 0.05% | +24,787+192.8% | Added |
| Jupiter Wealth Management LLC | 41,077 | $3.09M | 2.01% | −2,524−5.8% | Reduced |
| Greenleaf Trust | 37,897 | $3.10M | 0.04% | +1,841+5.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 38,145 | $3.12M | 0.14% | +8,830+30.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 38,197 | $3.12M | 0.87% | +214+0.6% | Added |
| Independent Advisor Alliance | 38,428 | $3.14M | 0.14% | −1,823−4.5% | Reduced |
| Raymond James Trust N.A. | 38,428 | $3.14M | 0.09% | +936+2.5% | Added |
| TCG Advisory Services, LLC | 39,047 | $3.19M | 0.49% | +4,402+12.7% | Added |
| Investment Management Corp of Ontario | 39,365 | $3.21M | 0.13% | −4,901−11.1% | Reduced |
| Asio Capital, LLC | 39,493 | $3.23M | 0.86% | −204−0.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 39,713 | $3.24M | 0.09% | +8,159+25.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 39,823 | $3.25M | 0.02% | +39,823 | New |
| HB Wealth Management, LLC | 39,872 | $3.26M | 0.05% | +2,249+6.0% | Added |
| Axxcess Wealth Management, LLC | 40,134 | $3.28M | 0.11% | −11,159−21.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 40,270 | $3.29M | 0.09% | −822−2.0% | Reduced |
| Cypress Financial Planning LLC | 40,898 | $3.34M | 1.93% | −619−1.5% | Reduced |
| Lazard Asset Management LLC | 40,918 | $3.34M | 0.00% | −1,286−3.0% | Reduced |
| Roanoke Asset Management Corp | 41,313 | $3.37M | 1.38% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 41,695 | $3.41M | 0.17% | +4,211+11.2% | Added |
| Polaris Wealth Advisory Group, LLC | 41,767 | $3.41M | 0.26% | −134,607−76.3% | Reduced |
| Sigma Planning Corp | 42,114 | $3.44M | 0.13% | +1,110+2.7% | Added |
| Mayflower Financial Advisors, LLC | 42,558 | $3.48M | 0.52% | −209−0.5% | Reduced |
| Moody National Bank Trust Division | 42,593 | $3.48M | 0.22% | +4,181+10.9% | Added |
| Stock Yards Bank & Trust Co | 42,841 | $3.50M | 0.14% | +1,432+3.5% | Added |
| Linscomb & Williams, Inc. | 43,106 | $3.52M | 0.21% | +1,692+4.1% | Added |
| Highland Capital Management, LLC | 43,203 | $3.53M | 0.24% | −7,379−14.6% | Reduced |
| Vestor Capital, LLC | 43,510 | $3.55M | 0.39% | −388−0.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 43,522 | $3.55M | 0.28% | −3,241−6.9% | Reduced |
| Jackson Wealth Management, LLC | 43,901 | $3.58M | 0.51% | −2,181−4.7% | Reduced |
| Central Trust Co | 43,942 | $3.59M | 0.10% | −1,773−3.9% | Reduced |
| SkyOak Wealth, LLC | 44,177 | $3.61M | 1.05% | −367−0.8% | Reduced |
| Adell Harriman & Carpenter Inc | 44,207 | $3.61M | 0.37% | +1,108+2.6% | Added |
| RNC Capital Management LLC | 44,300 | $3.62M | 0.22% | −1,034−2.3% | Reduced |
| Varma Mutual Pension Insurance Co | 44,385 | $3.62M | 0.04% | +6,505+17.2% | Added |
| Joel Isaacson & Co., LLC | 44,422 | $3.63M | 0.25% | +34+0.1% | Added |
| Massmutual Trust Co FSB | 44,443 | $3.63M | 0.13% | −1,065−2.3% | Reduced |
| Xcel Wealth Management, LLC | 44,589 | $3.64M | 1.44% | +9,429+26.8% | Added |
| Huntington National Bank | 44,648 | $3.65M | 0.04% | +2,173+5.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 45,159 | $3.69M | 0.24% | +8,688+23.8% | Added |
| MainStreet Investment Advisors LLC | 46,007 | $3.76M | 0.44% | +46,007 | New |
| Level Four Advisory Services, LLC | 46,443 | $3.79M | 0.24% | +1,181+2.6% | Added |
| Simon Quick Advisors, LLC | 46,477 | $3.80M | 0.36% | +840+1.8% | Added |
| Laurion Capital Management LP | 46,606 | $3.81M | 0.10% | +33,621+258.9% | Added |
| Empirical Finance, LLC | 46,859 | $3.83M | 0.28% | +3,947+9.2% | Added |
| Tradewinds, LLC. | 47,120 | $3.85M | 2.26% | +2,993+6.8% | Added |
| Quantinno Capital Management LP | 47,343 | $3.87M | 0.18% | +11,426+31.8% | Added |
| Cornerstone Wealth Group, LLC | 47,511 | $3.88M | 0.69% | −1,107−2.3% | Reduced |
| Lincoln National Corp | 47,865 | $3.88M | 0.08% | +3,208+7.2% | Added |
| Walleye Trading LLC | 47,574 | $3.89M | 0.09% | +47,574 | New |
| Ameritas Investment Partners, Inc. | 47,690 | $3.89M | 0.16% | −4,263−8.2% | Reduced |
| Ossiam | 47,837 | $3.91M | 0.07% | +15,744+49.1% | Added |
| Aureus Asset Management, LLC | 47,986 | $3.92M | 0.31% | −11,212−18.9% | Reduced |
| First Manhattan Co | 47,990 | $3.92M | 0.01% | −1,179−2.4% | Reduced |
| Canandaigua National Bank & Trust Co | 48,237 | $3.94M | 0.64% | −2,830−5.5% | Reduced |
| Virginia Retirement Systems Et Al | 48,400 | $3.95M | 0.04% | −35,700−42.4% | Reduced |
| Capital International Ltd | 48,740 | $3.98M | 0.23% | −39,925−45.0% | Reduced |
| Meritage Portfolio Management | 49,411 | $4.04M | 0.30% | +12,667+34.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 49,441 | $4.04M | 0.52% | +976+2.0% | Added |
| Jefferies Financial Group Inc. | 49,874 | $4.07M | 0.10% | +19,876+66.3% | Added |
| Capital International Sarl | 50,143 | $4.10M | 0.19% | −33,905−40.3% | Reduced |
| Summit Financial, LLC | 50,435 | $4.12M | 0.30% | +9,174+22.2% | Added |
| Trifecta Capital Advisors, LLC | 50,617 | $4.13M | 1.33% | −212−0.4% | Reduced |
| Norinchukin Bank, The | 51,283 | $4.19M | 0.10% | −70,766−58.0% | Reduced |
| Atria Wealth Solutions, Inc. | 51,575 | $4.21M | 0.06% | +12,817+33.1% | Added |
| Consolidated Investment Group LLC | 51,600 | $4.21M | 0.82% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 52,060 | $4.25M | 0.70% | +64+0.1% | Added |
| Donaldson Capital Management, LLC | 52,156 | $4.26M | 0.20% | −4,104−7.3% | Reduced |
| Greenwood Capital Associates LLC | 52,294 | $4.27M | 0.62% | +20,189+62.9% | Added |
| Federation des caisses Desjardins du Quebec | 52,500 | $4.29M | 0.04% | −1,679−3.1% | Reduced |
| Metropolitan Life Insurance Co | 52,787 | $4.31M | 0.22% | −3,982−7.0% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 52,857 | $4.32M | 1.66% | −440−0.8% | Reduced |
| Bernzott Capital Advisors | 52,979 | $4.33M | 1.49% | −7,566−12.5% | Reduced |
| Elk River Wealth Management, LLC | 53,081 | $4.34M | 0.96% | −1,731−3.2% | Reduced |
| GQG Partners LLC | 53,311 | $4.35M | 0.01% | +14,792+38.4% | Added |
| Northern Oak Wealth Management Inc | 53,713 | $4.39M | 0.55% | −10,289−16.1% | Reduced |
| First Hawaiian Bank | 53,978 | $4.41M | 0.15% | +4,729+9.6% | Added |
| Caas Capital Management LP | 54,554 | $4.46M | 0.99% | +54,554 | New |
| Stephens Inc | 55,384 | $4.52M | 0.09% | −16,864−23.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 55,391 | $4.52M | 0.07% | +15,208+37.8% | Added |
| Parallel Advisors, LLC | 56,057 | $4.58M | 0.15% | +13,244+30.9% | Added |
| Thompson Siegel & Walmsley LLC | 56,172 | $4.59M | 0.08% | +18,172+47.8% | Added |
| Geller Advisors LLC | 56,245 | $4.59M | 0.53% | −687−1.2% | Reduced |
| Sandy Cove Advisors, LLC | 56,751 | $4.63M | 2.68% | +200.0% | Added |
| Coldstream Capital Management Inc | 56,858 | $4.64M | 0.15% | −2,622−4.4% | Reduced |
| Old Second National Bank of Aurora | 57,030 | $4.66M | 1.42% | −1,691−2.9% | Reduced |