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
- 1,670
- +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
- 672 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 |
|---|---|---|---|---|---|
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −6,664−100.0% | Sold out |
| La Financiere de L'Echiquier | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −5,468−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −5,439−100.0% | Sold out |
| Marble Harbor Investment Counsel, LLC | 0 | $0 | 0.00% | −5,375−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −5,368−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,075−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −5,066−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −4,867−100.0% | Sold out |
| LVZ Advisors, Inc. | 0 | $0 | 0.00% | −4,732−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −4,663−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −4,449−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −4,390−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −4,351−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −4,318−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −4,194−100.0% | Sold out |
| Zimmermann Investment Management & Planning LLC | 0 | $0 | 0.00% | −4,065−100.0% | Sold out |
| Twin Focus Capital Partners, LLC | 0 | $0 | 0.00% | −4,031−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −3,968−100.0% | Sold out |
| Imprint Wealth LLC | 0 | $0 | 0.00% | −3,958−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −3,907−100.0% | Sold out |
| Stelac Advisory Services LLC | 0 | $0 | 0.00% | −3,883−100.0% | Sold out |
| Guardian Capital Advisors LP | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −3,360−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −3,248−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −3,158−100.0% | Sold out |
| Joule Financial, LLC | 0 | $0 | 0.00% | −3,158−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −3,030−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −2,977−100.0% | Sold out |
| Phillips Wealth Planners LLC | 0 | $0 | 0.00% | −2,756−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −2,753−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −2,701−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −2,724−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Lazari Capital Management, Inc. | 0 | $0 | 0.00% | −2,672−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −2,646−100.0% | Sold out |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Zhang Financial LLC | 0 | $0 | 0.00% | −2,623−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,591−100.0% | Sold out |
| Ethos Financial Group, LLC | 0 | $0 | 0.00% | −2,512−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| Horizon Wealth Management, LLC | 0 | $0 | 0.00% | −2,546−100.0% | Sold out |
| Winthrop Advisory Group LLC | 0 | $0 | 0.00% | −2,523−100.0% | Sold out |
| IVC Wealth Advisors LLC | 0 | $0 | 0.00% | −2,457−100.0% | Sold out |
| Birch Hill Investment Advisors LLC | 0 | $0 | 0.00% | −2,451−100.0% | Sold out |
| Hemington Wealth Management | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Primoris Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,429−100.0% | Sold out |
| Hall Capital Management Co Inc | 0 | $0 | 0.00% | −2,426−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −2,423−100.0% | Sold out |
| Mayfair Advisory Group, LLC | 0 | $0 | 0.00% | −2,467−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −2,393−100.0% | Sold out |
| Aft, Forsyth & Company, Inc. | 0 | $0 | 0.00% | −2,385−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −2,371−100.0% | Sold out |
| Werba Rubin Papier Wealth Management | 0 | $0 | 0.00% | −2,371−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −2,367−100.0% | Sold out |
| HFG Advisors, Inc. | 0 | $0 | 0.00% | −2,355−100.0% | Sold out |
| Karpas Strategies, LLC | 0 | $0 | 0.00% | −2,351−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −2,044−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −1,798−100.0% | Sold out |
| LJI Wealth Management, LLC | 0 | $0 | 0.00% | −14,849−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,702−100.0% | Sold out |
| Austin Private Wealth, LLC | 0 | $0 | 0.00% | −1,464−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −1,268−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −963−100.0% | Sold out |
| PCA Investment Advisory Services Inc. | 0 | $0 | 0.00% | −837−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −766−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −759−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −759−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −603−100.0% | Sold out |
| Adirondack Retirement Specialists, Inc. | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Belmont Capital, LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Wunderlich Capital Managemnt | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Lowe Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Kames Capital plc | – | – | – | – | Not filed |
| Tiaa, FSB | – | – | – | – | Not filed |
| PFS Investments Inc. | – | – | – | – | Not filed |
| Heron Financial Group, LLC | – | – | – | – | Not filed |
| EA Series Trust | – | – | – | – | Not filed |
| Lansing Street Advisors | – | – | – | – | Not filed |
| McMillion Capital Management Inc | – | – | – | – | Not filed |
| US Asset Management LLC | – | – | – | – | Not filed |
| Thomas White International Ltd | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |
| Aj Wealth Strategies, LLC | – | – | – | – | Not filed |
| Bell & Brown Wealth Advisors, LLC | – | – | – | – | Not filed |
| Sentinus, LLC | – | – | – | – | Not filed |