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 |
|---|---|---|---|---|---|
| Providence Capital Advisors, LLC | 57,326 | $4.68M | 1.23% | +1,426+2.6% | Added |
| Heritage Trust Co | 57,444 | $4.69M | 0.73% | −161−0.3% | Reduced |
| YHB Investment Advisors, Inc. | 57,504 | $4.70M | 0.43% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 57,526 | $4.70M | 0.18% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 57,695 | $4.71M | 0.09% | +772+1.4% | Added |
| Metis Global Partners, LLC | 58,253 | $4.76M | 0.23% | +8,945+18.1% | Added |
| Foundations Investment Advisors, LLC | 58,430 | $4.77M | 0.15% | +3,538+6.4% | Added |
| Cito Capital Group, LLC | 58,805 | $4.80M | 2.32% | +900+1.6% | Added |
| Private Wealth Partners, LLC | 59,301 | $4.84M | 0.46% | +3,202+5.7% | Added |
| Banque Cantonale Vaudoise | 59,424 | $4.85M | 0.24% | −1,011−1.7% | Reduced |
| Glenview Trust Co | 59,517 | $4.86M | 0.13% | +849+1.4% | Added |
| Beacon Pointe Advisors, LLC | 60,161 | $4.91M | 0.06% | +21,446+55.4% | Added |
| Meyer Handelman Co | 61,106 | $4.99M | 0.20% | +3,300+5.7% | Added |
| Illinois Municipal Retirement Fund | 61,276 | $5.00M | 0.09% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 61,507 | $5.02M | 0.83% | −1,852−2.9% | Reduced |
| iA Global Asset Management Inc. | 61,980 | $5.06M | 0.13% | +2,450+4.1% | Added |
| Assenagon Asset Management S.A. | 62,443 | $5.10M | 0.02% | +1,431+2.3% | Added |
| D L Carlson Investment Group Inc | 62,472 | $5.10M | 1.03% | −433−0.7% | Reduced |
| Iowa State Bank | 62,685 | $5.12M | 1.33% | −1,374−2.1% | Reduced |
| Becker Capital Management Inc | 62,938 | $5.14M | 0.20% | +395+0.6% | Added |
| Lido Advisors, LLC | 62,974 | $5.14M | 0.06% | +1,421+2.3% | Added |
| Coronation Fund Managers Ltd. | 63,690 | $5.20M | 0.16% | −3,952−5.8% | Reduced |
| Advisor Partners II, LLC | 64,125 | $5.24M | 0.21% | −80−0.1% | Reduced |
| Telemus Capital, LLC | 64,437 | $5.26M | 0.49% | −26,275−29.0% | Reduced |
| Zenyatta Capital Management LP | 65,000 | $5.31M | 2.88% | +57,500+766.7% | Added |
| Hudson Valley Investment Advisors Inc | 65,930 | $5.38M | 0.76% | +1,274+2.0% | Added |
| Principal Street Partners, LLC | 66,068 | $5.40M | 1.07% | −543−0.8% | Reduced |
| Avantax Advisory Services, Inc. | 66,166 | $5.40M | 0.06% | +2,440+3.8% | Added |
| Amica Mutual Insurance Co | 66,212 | $5.41M | 0.64% | −11,221−14.5% | Reduced |
| Tower Research Capital LLC (TRC) | 66,292 | $5.41M | 0.17% | +13,348+25.2% | Added |
| Verition Fund Management LLC | 66,353 | $5.42M | 0.07% | +49,165+286.0% | Added |
| Albion Financial Group | 66,567 | $5.44M | 0.50% | +6,067+10.0% | Added |
| Baxter Bros Inc | 67,093 | $5.48M | 0.83% | +1,509+2.3% | Added |
| New Mexico Educational Retirement Board | 67,810 | $5.54M | 0.24% | +4,300+6.8% | Added |
| Integrated Advisors Network LLC | 67,847 | $5.54M | 0.34% | −1,967−2.8% | Reduced |
| Bokf, NA | 78,893 | $5.59M | 0.12% | −12,437−13.6% | Reduced |
| German American Bancorp, Inc. | 68,542 | $5.60M | 0.81% | +668+1.0% | Added |
| Stonegate Investment Group, LLC | 68,994 | $5.63M | 0.20% | −2,110−3.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 69,127 | $5.65M | 0.71% | −11,365−14.1% | Reduced |
| Ballentine Partners, LLC | 70,546 | $5.76M | 0.14% | −70−0.1% | Reduced |
| Eisler Capital (US) LLC | 71,305 | $5.82M | 2.14% | +71,305 | New |
| Baugh & Associates, LLC | 71,539 | $5.84M | 3.65% | −140−0.2% | Reduced |
| Cyrus J. Lawrence, LLC | 71,809 | $5.86M | 1.61% | +604+0.8% | Added |
| Hennessy Advisors Inc | 71,900 | $5.87M | 0.41% | −6,700−8.5% | Reduced |
| Natixis | 72,519 | $5.92M | 0.05% | +27,526+61.2% | Added |
| Logan Capital Management Inc | 72,998 | $5.96M | 0.30% | −4,817−6.2% | Reduced |
| Oliver Luxxe Assets LLC | 73,088 | $5.97M | 1.53% | +948+1.3% | Added |
| Lyell Wealth Management, LP | 73,342 | $5.99M | 0.81% | −1,192−1.6% | Reduced |
| Avitas Wealth Management LLC | 73,492 | $6.00M | 1.14% | −225−0.3% | Reduced |
| Banque Pictet & Cie SA | 73,583 | $6.01M | 0.07% | +2,020+2.8% | Added |
| Howe & Rusling Inc | 73,792 | $6.03M | 0.71% | −2,643−3.5% | Reduced |
| Advocate Group LLC | 74,993 | $6.12M | 1.42% | +1,574+2.1% | Added |
| Westbourne Investment Advisors, Inc. | 75,295 | $6.15M | 2.83% | +566+0.8% | Added |
| SG Americas Securities, LLC | 75,301 | $6.15M | 0.08% | −30,666−28.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 76,076 | $6.21M | 0.57% | +193+0.3% | Added |
| Cresset Asset Management, LLC | 76,703 | $6.26M | 0.04% | −1,877−2.4% | Reduced |
| Montag A & Associates Inc | 76,820 | $6.27M | 0.40% | +3,965+5.4% | Added |
| D.A. Davidson & Co. | 76,996 | $6.29M | 0.07% | +780+1.0% | Added |
| Hourglass Capital, LLC | 78,537 | $6.41M | 2.26% | −205−0.3% | Reduced |
| Louisiana State Employees Retirement System | 79,100 | $6.46M | 0.15% | −1,500−1.9% | Reduced |
| Burns J W & Co Inc | 79,170 | $6.47M | 1.05% | −250.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 79,471 | $6.49M | 0.13% | +1,294+1.7% | Added |
| DCM Advisors, LLC | 79,857 | $6.52M | 2.95% | −722−0.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 80,035 | $6.54M | 0.15% | +21,563+36.9% | Added |
| Private Advisor Group, LLC | 80,233 | $6.55M | 0.06% | +513+0.6% | Added |
| Greystone Financial Group, LLC | 80,297 | $6.56M | 1.64% | +32,543+68.1% | Added |
| AE Wealth Management LLC | 80,402 | $6.57M | 0.04% | −14,642−15.4% | Reduced |
| White Pine Investment CO | 80,423 | $6.57M | 2.31% | −297−0.4% | Reduced |
| Atria Investments LLC | 80,635 | $6.59M | 0.12% | +5,580+7.4% | Added |
| Intact Investment Management Inc. | 80,800 | $6.60M | 0.29% | −20,600−20.3% | Reduced |
| Pacer Advisors, Inc. | 80,866 | $6.60M | 0.03% | −155−0.2% | Reduced |
| Wolverine Trading, LLC | 80,998 | $6.62M | 0.07% | +42,653+111.2% | Added |
| Capstone Investment Advisors, LLC | 81,429 | $6.65M | 0.18% | −3,451−4.1% | Reduced |
| McGuire Investment Group, LLC | 81,969 | $6.69M | 1.29% | +2,055+2.6% | Added |
| Kestra Advisory Services, LLC | 82,236 | $6.72M | 0.07% | +25,195+44.2% | Added |
| Sit Investment Associates Inc | 82,240 | $6.72M | 0.18% | +7,400+9.9% | Added |
| Kinneret Advisory, LLC | 82,687 | $6.75M | 0.83% | −49−0.1% | Reduced |
| Cetera Advisor Networks LLC | 87,538 | $6.78M | 0.04% | +8,857+11.3% | Added |
| Shelton Capital Management | 83,196 | $6.79M | 0.25% | −26,398−24.1% | Reduced |
| Prudential PLC | 84,452 | $6.90M | 0.08% | −4,894−5.5% | Reduced |
| Capula Management Ltd | 86,087 | $7.03M | 0.46% | +86,087 | New |
| Fiduciary Alliance LLC | 86,909 | $7.10M | 1.64% | +2,097+2.5% | Added |
| Hartford Investment Management Co | 87,328 | $7.13M | 0.29% | −4,672−5.1% | Reduced |
| Aptus Capital Advisors, LLC | 87,756 | $7.17M | 0.21% | −3,217−3.5% | Reduced |
| Mizuho Markets Cayman LP | 88,493 | $7.23M | 3.20% | −6,745−7.1% | Reduced |
| Ci Investments Inc. | 89,740 | $7.33M | 0.04% | −1,145−1.3% | Reduced |
| Securian Asset Management, Inc | 91,557 | $7.48M | 0.22% | −14,680−13.8% | Reduced |
| Abn Amro Investment Solutions | 91,743 | $7.49M | 0.15% | −3,125−3.3% | Reduced |
| Kestra Private Wealth Services, LLC | 91,960 | $7.51M | 0.24% | +13,118+16.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 91,996 | $7.51M | 0.11% | −28,564−23.7% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $7.51M | 0.84% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 92,605 | $7.56M | 0.17% | +756+0.8% | Added |
| Balyasny Asset Management LLC | 92,706 | $7.57M | 0.02% | −755,704−89.1% | Reduced |
| Capital International Inc | 93,390 | $7.63M | 0.15% | −31,177−25.0% | Reduced |
| Synovus Financial Corp | 93,837 | $7.66M | 0.09% | +1,077+1.2% | Added |
| FORA Capital, LLC | 94,451 | $7.71M | 0.68% | +94,451 | New |
| Cetera Investment Advisers | 95,989 | $7.73M | 0.07% | −2,979−3.0% | Reduced |
| Banco Santander, S.A. | 96,994 | $7.92M | 0.11% | +17,702+22.3% | Added |
| General Pension Society PZU Joint Stock Co | 97,369 | $7.95M | 2.84% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 97,479 | $7.96M | 0.28% | −7,260−6.9% | Reduced |