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 |
|---|---|---|---|---|---|
| PFG Private Wealth Management, LLC | 1,449 | $118.3K | 0.09% | −266−15.5% | Reduced |
| Rogco, LP | 1,462 | $119.4K | 0.06% | +1,462 | New |
| Monetary Management Group Inc | 1,500 | $122.5K | 0.04% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $123.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,548 | $124.0K | 0.09% | −57−3.6% | Reduced |
| Bogart Wealth, LLC | 1,520 | $124.1K | 0.01% | −105−6.5% | Reduced |
| Proequities, Inc. | 1,526 | $124.6K | 0.01% | −252−14.2% | Reduced |
| Cutler Group LP | 1,540 | $125.0K | 0.02% | −1,765−53.4% | Reduced |
| Piscataqua Savings Bank | 1,538 | $125.6K | 0.11% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,548 | $126.4K | 0.01% | +1,370+769.7% | Added |
| Thompson Investment Management, Inc. | 1,562 | $127.6K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,612 | $131.7K | 0.12% | +11+0.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,660 | $135.6K | 0.01% | −326,068−99.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,663 | $135.8K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,700 | $138.8K | 0.02% | −211−11.0% | Reduced |
| Headinvest, LLC | 1,802 | $144.9K | 0.03% | +1,802 | New |
| IMA Wealth, Inc. | 1,804 | $147.3K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,848 | $151.0K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 1,858 | $151.7K | 0.07% | +1,858 | New |
| Brown Shipley& Co Ltd | 1,874 | $153.1K | 0.08% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,894 | $154.7K | 0.04% | −574−23.3% | Reduced |
| Capital Advisors, Ltd. LLC | 1,899 | $155.0K | 0.02% | +14+0.7% | Added |
| Emfo, LLC | 2,000 | $163.3K | 0.15% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,107 | $172.1K | 0.05% | +318+17.8% | Added |
| Carmel Capital Partners, LLC | 2,107 | $172.1K | 0.08% | +516+32.4% | Added |
| Boyd Watterson Asset Management LLC | 2,126 | $173.6K | 0.08% | −4−0.2% | Reduced |
| Harbour Investments, Inc. | 2,137 | $174.5K | 0.01% | −53−2.4% | Reduced |
| Macroview Investment Management LLC | 2,182 | $178.2K | 0.24% | +2,182 | New |
| Exchange Traded Concepts, LLC | 2,192 | $179.0K | 0.01% | −82,529−97.4% | Reduced |
| PSI Advisors, LLC | 2,238 | $182.8K | 0.08% | +1,200+115.6% | Added |
| Motco | 2,259 | $184.5K | 0.01% | +76+3.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,266 | $185.1K | 0.00% | +66+3.0% | Added |
| Baystate Wealth Management LLC | 2,287 | $186.8K | 0.02% | +181+8.6% | Added |
| Optimum Investment Advisors | 2,301 | $187.9K | 0.10% | +10.0% | Added |
| AXS Investments LLC | 2,304 | $188.2K | 0.05% | −1,376−37.4% | Reduced |
| Grove Bank & Trust | 2,323 | $189.7K | 0.04% | +559+31.7% | Added |
| GHP Investment Advisors, Inc. | 2,443 | $190.0K | 0.01% | +142+6.2% | Added |
| Glassman Wealth Services | 2,362 | $192.9K | 0.03% | +57+2.5% | Added |
| Sandy Spring Bank | 2,364 | $193.1K | 0.01% | −178−7.0% | Reduced |
| Sutton Wealth Advisors Inc. | 2,377 | $194.1K | 0.10% | +61+2.6% | Added |
| Deseret Mutual Benefit Administrators | 2,396 | $195.7K | 0.10% | −172−6.7% | Reduced |
| Bangor Savings Bank | 2,409 | $196.7K | 0.02% | −116−4.6% | Reduced |
| Atlas Capital Advisors LLC | 2,416 | $197.3K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,424 | $198.0K | 0.11% | −35−1.4% | Reduced |
| Norway Savings Bank | 2,453 | $200.3K | 0.10% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,470 | $201.7K | 0.05% | −68−2.7% | Reduced |
| N.E.W. Advisory Services LLC | 2,477 | $202.3K | 0.03% | −85−3.3% | Reduced |
| Baker Avenue Asset Management, LP | 2,477 | $202.3K | 0.01% | +2+0.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,488 | $203.2K | 0.04% | +4+0.2% | Added |
| Beck Mack & Oliver LLC | 2,500 | $204.2K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,504 | $204.5K | 0.09% | +405+19.3% | Added |
| Gratus Capital LLC | 2,506 | $204.7K | 0.01% | +2,506 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2,500 | $205.0K | 0.10% | 00.0% | Unchanged |
| Welch Group, LLC | 2,519 | $205.7K | 0.01% | −69−2.7% | Reduced |
| One Wealth Advisors, LLC | 2,522 | $205.9K | 0.05% | +2,522 | New |
| Flynn Zito Capital Management, LLC | 2,522 | $206.0K | 0.14% | +10.0% | Added |
| Doheny Asset Management | 2,523 | $206.0K | 0.20% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,530 | $206.6K | 0.12% | −242−8.7% | Reduced |
| WSFS Capital Management, LLC | 2,544 | $207.8K | 0.01% | +2,544 | New |
| McLean Asset Management Corp | 2,602 | $208.5K | 0.09% | +51+2.0% | Added |
| Lifestyle Asset Management, Inc. | 2,570 | $209.9K | 0.13% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,590 | $211.5K | 0.02% | +104+4.2% | Added |
| Oakworth Capital, Inc. | 2,593 | $211.8K | 0.02% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 2,595 | $211.9K | 0.16% | −2,132−45.1% | Reduced |
| Highlander Capital Management, LLC | 2,600 | $212.0K | 0.08% | +100+4.0% | Added |
| PFG Advisors | 2,596 | $212.0K | 0.02% | +196+8.2% | Added |
| Congress Park Capital LLC | 2,600 | $212.3K | 0.12% | −50−1.9% | Reduced |
| Kennedy Investment Group | 2,601 | $212.4K | 0.13% | +10+0.4% | Added |
| Northwest Bancshares, Inc. | 2,604 | $212.7K | 0.04% | +2,604 | New |
| Rational Advisors LLC | 2,622 | $214.1K | 0.02% | −598−18.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,628 | $214.6K | 0.03% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,635 | $215.2K | 0.02% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,636 | $215.3K | 0.09% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,637 | $215.4K | 0.03% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,650 | $216.4K | 0.07% | +2,650 | New |
| Argent Advisors, Inc. | 2,680 | $218.9K | 0.10% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,684 | $219.2K | 0.04% | −10,273−79.3% | Reduced |
| Summit Global Investments | 2,692 | $220.0K | 0.01% | +129+5.0% | Added |
| St Germain D J Co Inc | 2,698 | $220.3K | 0.01% | −1,032−27.7% | Reduced |
| Jmac Enterprises LLC | 2,700 | $220.5K | 0.05% | +2,700 | New |
| Reik & Co., LLC | 2,703 | $220.8K | 0.06% | 00.0% | Unchanged |
| True North Advisors, LLC | 2,709 | $221.2K | 0.07% | −813−23.1% | Reduced |
| Glen Eagle Advisors, LLC | 2,710 | $221.3K | 0.05% | −238−8.1% | Reduced |
| Associated Banc-Corp | 2,712 | $221.5K | 0.01% | −37−1.3% | Reduced |
| Broadleaf Partners, LLC | 2,719 | $222.1K | 0.07% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 2,720 | $222.2K | 0.20% | +2,720 | New |
| Pathway Financial Advisors LLC | 2,737 | $223.5K | 0.08% | 00.0% | Unchanged |
| Key Financial Inc | 2,754 | $225.0K | 0.08% | +3+0.1% | Added |
| Fulcrum Capital LLC | 2,759 | $225.3K | 0.07% | +2,759 | New |
| Pinnacle Financial Partners Inc | 2,761 | $225.5K | 0.01% | −593−17.7% | Reduced |
| Willow Creek Wealth Management Inc. | 2,763 | $225.7K | 0.03% | +10.0% | Added |
| Eagle Strategies LLC | 2,763 | $225.7K | 0.06% | +10.0% | Added |
| DGS Capital Management, LLC | 2,770 | $226.3K | 0.11% | −489−15.0% | Reduced |
| Resonant Capital Advisors, LLC | 2,793 | $228.1K | 0.02% | −69−2.4% | Reduced |
| Annapolis Financial Services, LLC | 2,797 | $228.4K | 0.07% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,798 | $228.5K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2,809 | $229.4K | 0.12% | +2,809 | New |
| Relative Value Partners Group, LLC | 2,810 | $229.5K | 0.02% | +2,810 | New |
| Bragg Financial Advisors, Inc | 2,821 | $230.4K | 0.01% | 00.0% | Unchanged |
| Girard Partners Ltd. | 2,822 | $230.5K | 0.03% | +10+0.4% | Added |