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; 2,745 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 | 2,745 | $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 |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 337 | $27.5K | 0.01% | +300+810.8% | Added |
| DHJJ Financial Advisors, Ltd. | 338 | $27.6K | 0.01% | +338 | New |
| TFC Financial Management | 347 | $28.4K | 0.01% | +80+30.0% | Added |
| Jamison Private Wealth Management, Inc. | 350 | $28.6K | 0.01% | +350 | New |
| Eagle Bay Advisors LLC | 356 | $29.1K | 0.01% | +36+11.3% | Added |
| Essex Investment Management Co LLC | 363 | $29.6K | 0.00% | −13,523−97.4% | Reduced |
| Evermay Wealth Management LLC | 365 | $29.8K | 0.01% | −168−31.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 366 | $29.9K | 0.01% | −2−0.5% | Reduced |
| Compagnie Lombard Odier SCmA | 375 | $30.6K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 375 | $30.6K | 0.01% | +175+87.5% | Added |
| Y.D. More Investments Ltd | 380 | $31.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 392 | $32.0K | 0.01% | +10+2.6% | Added |
| ORG Partners LLC | 395 | $32.3K | 0.01% | −175−30.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 400 | $32.7K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 384 | $32.8K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 400 | $34.0K | 0.01% | −353−46.9% | Reduced |
| Tortoise Investment Management, LLC | 417 | $34.1K | 0.01% | +61+17.1% | Added |
| Abound Wealth Management | 434 | $35.5K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 442 | $36.1K | 0.02% | +244+123.2% | Added |
| Front Row Advisors LLC | 452 | $36.9K | 0.02% | +311+220.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 469 | $38.3K | 0.01% | −15−3.1% | Reduced |
| Northwest Capital Management Inc | 475 | $38.8K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 519 | $39.4K | 0.02% | +519 | New |
| Ogorek Anthony Joseph | 523 | $42.0K | 0.02% | −63−10.8% | Reduced |
| Cedar Wealth Management, LLC | 527 | $43.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 535 | $43.7K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 537 | $43.9K | 0.02% | 00.0% | Unchanged |
| Steward Financial Group LLC | 559 | $45.0K | 0.01% | +79+16.5% | Added |
| America First Investment Advisors, LLC | 556 | $45.4K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 565 | $46.1K | 0.02% | +4+0.7% | Added |
| Salomon & Ludwin, LLC | 567 | $46.3K | 0.00% | +567 | New |
| Carmichael Hill & Associates, Inc. | 577 | $47.1K | 0.02% | −165−22.2% | Reduced |
| Horrell Capital Management, Inc. | 583 | $48.0K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 590 | $48.2K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 593 | $48.5K | 0.02% | +593 | New |
| Marathon Trading Investment Management LLC | 600 | $49.0K | 0.04% | −9,684−94.2% | Reduced |
| Estabrook Capital Management | 600 | $49.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 610 | $49.8K | 0.02% | +50+8.9% | Added |
| SRS Capital Advisors, Inc. | 619 | $50.5K | 0.01% | +14+2.3% | Added |
| Bell Investment Advisors, Inc | 624 | $51.0K | 0.01% | +18+3.0% | Added |
| TSFG, LLC | 620 | $51.0K | 0.02% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 625 | $51.0K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 661 | $54.0K | 0.04% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 713 | $58.2K | 0.06% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 720 | $58.8K | 0.04% | 00.0% | Unchanged |
| Laffer Tengler Investments | 743 | $60.7K | 0.02% | −636−46.1% | Reduced |
| Eukles Asset Management | 753 | $61.5K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 760 | $62.0K | 0.04% | −206−21.3% | Reduced |
| Covestor Ltd | 758 | $62.0K | 0.05% | +93+14.0% | Added |
| Rocky Mountain Advisers, LLC | 765 | $62.5K | 0.03% | −21−2.7% | Reduced |
| HHM Wealth Advisors, LLC | 767 | $62.6K | 0.01% | +26+3.5% | Added |
| Hartford Financial Management Inc. | 778 | $63.5K | 0.02% | +228+41.5% | Added |
| Creative Financial Designs Inc | 789 | $64.4K | 0.01% | +4+0.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 809 | $66.0K | 0.00% | −7,918−90.7% | Reduced |
| Colonial Trust Co | 851 | $69.5K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 865 | $71.0K | 0.02% | +738+581.1% | Added |
| Atticus Wealth Management, LLC | 872 | $71.2K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,009 | $71.4K | 0.02% | −181−15.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 929 | $75.9K | 0.04% | −40−4.1% | Reduced |
| Founders Capital Management | 944 | $77.1K | 0.06% | +74+8.5% | Added |
| Cranbrook Wealth Management, LLC | 956 | $78.1K | 0.02% | −234−19.7% | Reduced |
| Stonebridge Capital Advisors LLC | 960 | $78.4K | 0.01% | −50−5.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 975 | $79.6K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 983 | $80.3K | 0.01% | −45−4.4% | Reduced |
| Cedar Mountain Advisors, LLC | 987 | $80.6K | 0.02% | +6+0.6% | Added |
| Citizens National Bank Trust Department | 1,000 | $81.7K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,000 | $81.7K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,006 | $82.1K | 0.07% | +10+1.0% | Added |
| SOA Wealth Advisors, LLC. | 1,009 | $82.4K | 0.02% | +2+0.2% | Added |
| Arlington Partners LLC | 1,024 | $83.6K | 0.03% | +150+17.2% | Added |
| Arlington Trust Co LLC | 1,024 | $83.6K | 0.03% | +1,024 | New |
| Centennial Bank | 1,031 | $84.2K | 0.06% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,050 | $84.4K | 0.04% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,041 | $85.0K | 0.09% | −167−13.8% | Reduced |
| Pathway Financial Advisers, LLC | 1,044 | $85.3K | 0.04% | +1,044 | New |
| GeoWealth Management, LLC | 1,058 | $87.0K | 0.01% | −32−2.9% | Reduced |
| Tobam | 1,074 | $88.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,130 | $92.3K | 0.03% | −207−15.5% | Reduced |
| Johnson Financial Group, Inc. | 1,132 | $92.5K | 0.01% | −1,037−47.8% | Reduced |
| Tradition Wealth Management, LLC | 1,143 | $93.0K | 0.01% | −306−21.1% | Reduced |
| JFS Wealth Advisors, LLC | 1,146 | $93.6K | 0.01% | −76−6.2% | Reduced |
| Paladin Advisory Group, LLC | 1,156 | $94.4K | 0.08% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,184 | $96.7K | 0.03% | −28−2.3% | Reduced |
| Hanson & Doremus Investment Management | 1,186 | $97.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,191 | $97.3K | 0.01% | +30+2.6% | Added |
| Resources Management Corp | 1,215 | $99.0K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,214 | $99.2K | 0.07% | +25+2.1% | Added |
| Indiana Trust & Investment Management CO | 1,220 | $99.6K | 0.05% | +1,220 | New |
| Dividend Assets Capital, LLC | 1,233 | $101.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,245 | $101.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,255 | $102.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,280 | $104.5K | 0.00% | −280−17.9% | Reduced |
| Credential Qtrade Securities Inc. | 1,316 | $107.5K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,334 | $108.9K | 0.01% | −251−15.8% | Reduced |
| Silvant Capital Management LLC | 1,357 | $110.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,362 | $111.2K | 0.01% | −4−0.3% | Reduced |
| FinTrust Capital Advisors, LLC | 1,378 | $112.5K | 0.03% | +261+23.4% | Added |
| Roble, Belko & Company, Inc | 1,405 | $115.0K | 0.02% | −48−3.3% | Reduced |
| Gleason Group, Inc. | 1,418 | $115.8K | 0.03% | +14+1.0% | Added |
| Riverview Trust Co | 1,422 | $116.1K | 0.10% | 00.0% | Unchanged |