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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 2,825 | $230.7K | 0.02% | +2,825 | New |
| Kingfisher Capital LLC | 2,826 | $231.0K | 0.06% | 00.0% | Unchanged |
| Windsor Group LTD | 2,823 | $231.0K | 0.04% | +3+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 2,830 | $231.1K | 0.08% | −453−13.8% | Reduced |
| Apexium Financial, LP | 2,836 | $231.6K | 0.02% | −68−2.3% | Reduced |
| Keel Point, LLC | 2,861 | $233.7K | 0.03% | −264−8.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,868 | $234.2K | 0.06% | −100−3.4% | Reduced |
| Keystone Financial Group | 2,886 | $235.7K | 0.04% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 2,894 | $236.4K | 0.15% | −1,900−39.6% | Reduced |
| Gyroscope Capital Management Group, LLC | 2,900 | $236.8K | 0.05% | +200+7.4% | Added |
| Vantage Consulting Group Inc | 2,902 | $237.0K | 0.16% | +60+2.1% | Added |
| Syntax Advisors, LLC | 2,902 | $237.0K | 0.21% | +60+2.1% | Added |
| Valmark Advisers, Inc. | 2,906 | $237.3K | 0.00% | −43−1.5% | Reduced |
| American State Bank (Iowa) | 2,908 | $237.5K | 0.17% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 2,950 | $240.9K | 0.02% | 00.0% | Unchanged |
| NBW Capital LLC | 2,950 | $240.9K | 0.06% | −75−2.5% | Reduced |
| Enterprise Financial Services Corp | 2,951 | $241.0K | 0.17% | +108+3.8% | Added |
| Independent Solutions Wealth Management, LLC | 2,959 | $241.7K | 0.07% | −299−9.2% | Reduced |
| Stiles Financial Services Inc | 2,988 | $244.0K | 0.13% | −34−1.1% | Reduced |
| Navis Wealth Advisors, LLC | 2,992 | $244.4K | 0.35% | +130+4.5% | Added |
| O'Rourke & Company, Inc | 2,994 | $245.0K | 0.18% | +16+0.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,000 | $245.0K | 0.00% | −200−6.3% | Reduced |
| Spirit of America Management Corp | 3,000 | $245.0K | 0.06% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,000 | $245.0K | 0.08% | +3,000 | New |
| Fortis Group Advisors, LLC | 2,794 | $245.3K | 0.08% | +15+0.5% | Added |
| Trilogy Capital Inc. | 3,007 | $245.6K | 0.02% | −41−1.3% | Reduced |
| Pinebridge Investments, L.P. | 3,010 | $245.8K | 0.00% | −2,272−43.0% | Reduced |
| Kozak & Associates, Inc. | 3,068 | $246.4K | 0.09% | +46+1.5% | Added |
| Five Oceans Advisors | 3,019 | $246.6K | 0.16% | 00.0% | Unchanged |
| Manchester Financial Inc | 3,023 | $246.9K | 0.07% | −205−6.4% | Reduced |
| Wrapmanager Inc | 3,025 | $247.1K | 0.08% | +250+9.0% | Added |
| Private Capital Management LLC | 3,031 | $247.5K | 0.07% | +275+10.0% | Added |
| Interchange Capital Partners, LLC | 3,036 | $247.8K | 0.20% | +152+5.3% | Added |
| Coastal Investment Advisors, Inc. | 2,911 | $248.6K | 0.06% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 3,047 | $248.8K | 0.09% | −611−16.7% | Reduced |
| SageView Advisory Group, LLC | 3,052 | $249.3K | 0.01% | +114+3.9% | Added |
| Private Asset Management Inc | 3,082 | $251.7K | 0.06% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 3,082 | $251.7K | 0.22% | −52−1.7% | Reduced |
| Moloney Securities Asset Management, LLC | 3,088 | $252.2K | 0.05% | +102+3.4% | Added |
| Bluefin Capital Management, LLC | 3,100 | $253.2K | 0.02% | +3,100 | New |
| Goldstone Financial Group, LLC | 3,102 | $253.3K | 0.08% | −201−6.1% | Reduced |
| Focus Financial Network, Inc. | 3,119 | $254.7K | 0.01% | 00.0% | Unchanged |
| SOL Capital Management CO | 3,120 | $255.0K | 0.04% | +120+4.0% | Added |
| Strait & Sound Wealth Management LLC | 3,169 | $258.8K | 0.22% | +40+1.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,172 | $259.1K | 0.08% | +182+6.1% | Added |
| Bank of Stockton | 3,600 | $259.5K | 0.10% | +3,600 | New |
| Manchester Capital Management LLC | 3,185 | $260.1K | 0.04% | +187+6.2% | Added |
| Avestar Capital, LLC | 3,185 | $260.1K | 0.04% | +522+19.6% | Added |
| Capstone Financial Advisors, Inc. | 3,185 | $260.1K | 0.02% | −290−8.3% | Reduced |
| Wimmer Associates 1, LLC | 3,188 | $260.4K | 0.16% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 3,203 | $261.6K | 0.00% | +3,203 | New |
| Aprio Wealth Management, LLC | 3,221 | $263.1K | 0.07% | +4+0.1% | Added |
| Guerra Pan Advisors, LLC | 3,239 | $264.5K | 0.31% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 3,250 | $265.4K | 0.05% | −3,062−48.5% | Reduced |
| Crawford Investment Counsel Inc | 3,267 | $266.8K | 0.01% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 3,273 | $267.3K | 0.04% | −63−1.9% | Reduced |
| Bank of Hawaii | 3,288 | $268.5K | 0.02% | −3,068−48.3% | Reduced |
| Richwood Investment Advisors, LLC | 3,293 | $268.9K | 0.27% | −56−1.7% | Reduced |
| Valley National Advisers Inc | 3,298 | $269.0K | 0.05% | +190+6.1% | Added |
| Marathon Capital Management | 3,307 | $270.1K | 0.07% | +30+0.9% | Added |
| Owen LaRue, LLC | 3,310 | $270.3K | 0.30% | −1,246−27.3% | Reduced |
| Janney Capital Management LLC | 3,323 | $271.0K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 3,327 | $271.7K | 0.03% | −3,409−50.6% | Reduced |
| Jackson Square Capital, LLC | 3,333 | $272.2K | 0.11% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 3,336 | $272.5K | 0.02% | +3,336 | New |
| Journey Advisory Group, LLC | 3,337 | $272.6K | 0.04% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 3,349 | $273.0K | 0.09% | +3,349 | New |
| First Affirmative Financial Network | 3,360 | $274.5K | 0.27% | +1,018+43.5% | Added |
| Jones Financial Companies LLLP | 3,370 | $275.2K | 0.00% | −3,264−49.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 3,373 | $275.5K | 0.10% | +421+14.3% | Added |
| Bedel Financial Consulting, Inc. | 3,374 | $275.6K | 0.06% | −125−3.6% | Reduced |
| Bedel Financial Consulting Inc | 3,374 | $275.6K | 0.06% | +3,374 | New |
| Advus Financial Partners, LLC | 3,377 | $275.8K | 0.11% | +414+14.0% | Added |
| Cedar Brook Financial Partners, LLC | 3,389 | $276.8K | 0.07% | −343−9.2% | Reduced |
| Cable Hill Partners, LLC | 3,427 | $279.9K | 0.04% | −1,654−32.6% | Reduced |
| Apriem Advisors | 3,436 | $280.6K | 0.04% | +300+9.6% | Added |
| Gryphon Financial Partners LLC | 3,444 | $281.3K | 0.07% | −1,676−32.7% | Reduced |
| Wallace Advisory Group, LLC | 3,322 | $283.7K | 0.20% | +46+1.4% | Added |
| Accredited Investors Inc. | 3,485 | $284.6K | 0.02% | +3,485 | New |
| City State Bank | 3,500 | $286.0K | 0.16% | 00.0% | Unchanged |
| Advisory Research Inc | 3,519 | $287.4K | 0.04% | +1,054+42.8% | Added |
| Nwam LLC | 3,533 | $288.6K | 0.03% | −291−7.6% | Reduced |
| Circle Wealth Management, LLC | 3,547 | $289.7K | 0.01% | +1,100+45.0% | Added |
| Cohen & Steers, Inc. | 3,553 | $290.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,567 | $291.3K | 0.03% | −1,141−24.2% | Reduced |
| Duncker Streett & Co Inc | 3,571 | $291.6K | 0.07% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 3,579 | $292.3K | 0.12% | +29+0.8% | Added |
| Hoylecohen, LLC | 3,589 | $293.1K | 0.03% | +125+3.6% | Added |
| BLB&B Advisors, LLC | 3,593 | $293.4K | 0.02% | −65−1.8% | Reduced |
| Alerus Financial NA | 3,594 | $293.5K | 0.03% | −10−0.3% | Reduced |
| Alta Advisers Ltd | 3,600 | $294.0K | 0.17% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 3,605 | $294.4K | 0.14% | −1,159−24.3% | Reduced |
| Johnson Investment Counsel Inc | 3,632 | $296.7K | 0.00% | +418+13.0% | Added |
| Acadian Asset Management LLC | 3,661 | $297.0K | 0.00% | −205,940−98.3% | Reduced |
| Frisch Financial Group, Inc. | 3,637 | $297.0K | 0.12% | −15−0.4% | Reduced |
| Granger Management LLC | 3,646 | $297.8K | 0.13% | −235−6.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,654 | $298.4K | 0.04% | +534+17.1% | Added |
| First Financial Bank - Trust Division | 3,663 | $299.2K | 0.03% | −21−0.6% | Reduced |
| West Family Investments, Inc. | 3,677 | $300.3K | 0.10% | −1,000−21.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,678 | $300.4K | 0.02% | +3,678 | New |