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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 3,692 | $301.5K | 0.02% | +273+8.0% | Added |
| Hudock, Inc. | 3,707 | $302.8K | 0.07% | +13+0.4% | Added |
| Davidson Investment Advisors | 3,724 | $304.1K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,726 | $304.3K | 0.05% | −943−20.2% | Reduced |
| Hollencrest Capital Management | 3,733 | $304.9K | 0.03% | +3+0.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,740 | $305.4K | 0.24% | −31−0.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,741 | $305.5K | 0.21% | +49+1.3% | Added |
| L2 Asset Management, LLC | 71 | $305.9K | 0.15% | −3,295−97.9% | Reduced |
| RMR Wealth Builders | 3,757 | $306.9K | 0.05% | −202−5.1% | Reduced |
| Overbrook Management Corp | 3,764 | $307.4K | 0.07% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3,769 | $307.8K | 0.04% | −83−2.2% | Reduced |
| MCF Advisors LLC | 3,777 | $308.5K | 0.03% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 3,779 | $308.6K | 0.20% | −28−0.7% | Reduced |
| Park Place Capital Corp | 3,802 | $310.5K | 0.09% | +1,368+56.2% | Added |
| Park National Corp | 3,818 | $311.8K | 0.01% | −71−1.8% | Reduced |
| Meeder Asset Management Inc | 3,834 | $313.1K | 0.02% | −79−2.0% | Reduced |
| Miracle Mile Advisors, LLC | 3,836 | $313.3K | 0.01% | −84−2.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,839 | $313.5K | 0.00% | +200+5.5% | Added |
| Rosenberg Matthew Hamilton | 3,854 | $314.8K | 0.10% | −68−1.7% | Reduced |
| Regal Investment Advisors LLC | 3,880 | $316.9K | 0.03% | −23−0.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,884 | $317.2K | 0.08% | +31+0.8% | Added |
| Exencial Wealth Advisors, LLC | 3,902 | $318.7K | 0.02% | −1,313−25.2% | Reduced |
| Farmers National Bank | 3,913 | $319.6K | 0.11% | −132−3.3% | Reduced |
| Eudaimonia Partners, LLC | 3,938 | $321.6K | 0.08% | +18+0.5% | Added |
| Forte Capital LLC | 3,940 | $321.8K | 0.05% | +422+12.0% | Added |
| First Financial Corp | 3,962 | $323.6K | 0.19% | +3,227+439.0% | Added |
| Missouri Trust & Investment Co | 3,975 | $324.6K | 0.15% | −86−2.1% | Reduced |
| Eastern Bank | 3,977 | $324.8K | 0.02% | −14−0.4% | Reduced |
| Centric Wealth Management | 3,988 | $325.7K | 0.14% | +2+0.1% | Added |
| Platte River Wealth Advisors, LLC | 3,995 | $326.3K | 0.12% | +132+3.4% | Added |
| Autumn Glory Partners, LLC | 4,005 | $327.1K | 0.20% | +4,005 | New |
| Wealth Alliance | 4,036 | $329.7K | 0.05% | −553−12.1% | Reduced |
| CNB Bank | 4,050 | $330.8K | 0.19% | −249−5.8% | Reduced |
| Morningstar Investment Management LLC | 4,058 | $331.0K | 0.05% | +553+15.8% | Added |
| Samalin Investment Counsel, LLC | 4,090 | $334.0K | 0.19% | −245−5.7% | Reduced |
| Destination Wealth Management | 4,090 | $334.0K | 0.01% | −71−1.7% | Reduced |
| Freestone Capital Holdings, LLC | 4,095 | $334.4K | 0.02% | −171−4.0% | Reduced |
| Aspiriant, LLC | 4,124 | $336.9K | 0.02% | +880+27.1% | Added |
| Grandfield & Dodd, LLC | 4,128 | $337.1K | 0.02% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 4,131 | $337.4K | 0.01% | +182+4.6% | Added |
| Alliance Wealth Advisors, LLC | 4,133 | $337.5K | 0.24% | 00.0% | Unchanged |
| Skba Capital Management LLC | 4,150 | $338.9K | 0.06% | −1,100−21.0% | Reduced |
| Powell Investment Advisors, LLC | 4,212 | $344.0K | 0.21% | +41+1.0% | Added |
| Garde Capital, Inc. | 4,254 | $347.0K | 0.03% | +46+1.1% | Added |
| Quantum Financial Advisors, LLC | 4,262 | $348.1K | 0.10% | +692+19.4% | Added |
| Waddell & Associates, LLC | 4,271 | $348.8K | 0.05% | −101−2.3% | Reduced |
| American National Bank | 4,276 | $349.2K | 0.06% | −1,407−24.8% | Reduced |
| Smithfield Trust Co | 4,254 | $350.0K | 0.02% | −340−7.4% | Reduced |
| Syon Capital LLC | 4,308 | $351.9K | 0.04% | +4,308 | New |
| Kaizen Financial Strategies | 4,325 | $353.2K | 0.30% | −343−7.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,336 | $354.1K | 0.02% | +169+4.1% | Added |
| Mill Creek Capital Advisors, LLC | 4,344 | $354.8K | 0.01% | −732−14.4% | Reduced |
| Shepherd Financial Partners LLC | 4,347 | $355.0K | 0.06% | +198+4.8% | Added |
| Fortem Financial Group, LLC | 4,378 | $357.6K | 0.21% | −424−8.8% | Reduced |
| Allred Capital Management, LLC | 4,383 | $358.0K | 0.18% | +297+7.3% | Added |
| First County Bank | 4,394 | $358.9K | 0.19% | −710−13.9% | Reduced |
| Mastrapasqua Asset Management Inc | 4,400 | $359.3K | 0.04% | +1,500+51.7% | Added |
| Alpha Family Trust | 4,405 | $359.8K | 0.27% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,411 | $360.2K | 0.06% | +221+5.3% | Added |
| Sage Mountain Advisors LLC | 4,452 | $363.6K | 0.05% | −707−13.7% | Reduced |
| Zions Bancorporation, N.A. | 4,461 | $364.3K | 0.03% | −29−0.6% | Reduced |
| Baron Wealth Management LLC | 4,462 | $364.4K | 0.23% | +20.0% | Added |
| Operose Advisors LLC | 4,470 | $365.1K | 0.14% | +959+27.3% | Added |
| Jackson Creek Investment Advisors LLC | 4,511 | $368.0K | 0.16% | −242−5.1% | Reduced |
| STAR Financial Bank | 4,515 | $368.7K | 0.38% | −275−5.7% | Reduced |
| Wagner Wealth Management, LLC | 4,521 | $369.3K | 0.14% | +121+2.8% | Added |
| Oak Thistle LLC | 4,522 | $369.3K | 0.11% | +4,522 | New |
| DT Investment Partners, LLC | 4,536 | $370.5K | 0.04% | 00.0% | Unchanged |
| King Wealth | 4,545 | $371.0K | 0.08% | −68−1.5% | Reduced |
| Viawealth, LLC | 4,548 | $371.4K | 0.27% | −257−5.3% | Reduced |
| RSM US Wealth Management LLC | 4,577 | $373.8K | 0.01% | +187+4.3% | Added |
| Addison Advisors LLC | 4,608 | $376.3K | 0.18% | +21+0.5% | Added |
| Cantor Fitzgerald, L. P. | 4,660 | $380.6K | 0.01% | +1,862+66.5% | Added |
| Beverly Hills Private Wealth, LLC | 4,666 | $381.1K | 0.11% | −73−1.5% | Reduced |
| Millennium Capital Advisors, LLC | 4,672 | $381.5K | 0.33% | +774+19.9% | Added |
| Mosaic Family Wealth Partners, LLC | 4,710 | $384.7K | 0.08% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,713 | $384.9K | 0.02% | −291−5.8% | Reduced |
| IPG Investment Advisors LLC | 4,723 | $385.7K | 0.08% | +48+1.0% | Added |
| Marcum Wealth, LLC | 4,734 | $386.6K | 0.05% | −60−1.3% | Reduced |
| Everhart Financial Group, Inc. | 4,734 | $386.6K | 0.16% | +381+8.8% | Added |
| Dimension Capital Management LLC | 4,736 | $386.8K | 0.09% | −22,204−82.4% | Reduced |
| Ledyard National Bank | 4,741 | $387.2K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,779 | $390.3K | 0.10% | +529+12.4% | Added |
| Ropes Wealth Advisors LLC | 4,781 | $390.4K | 0.08% | +1,753+57.9% | Added |
| Tanager Wealth Management LLP | 4,804 | $392.3K | 0.08% | +52+1.1% | Added |
| Vivaldi Capital Management, LLC | 4,807 | $392.6K | 0.13% | +103+2.2% | Added |
| Jump Financial, LLC | 4,814 | $393.2K | 0.01% | +323+7.2% | Added |
| Arista Wealth Management, LLC | 4,815 | $393.2K | 0.15% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 4,821 | $393.7K | 0.13% | +38+0.8% | Added |
| Insight 2811, Inc. | 4,826 | $394.1K | 0.22% | −237−4.7% | Reduced |
| Main Street Financial Solutions, LLC | 4,834 | $394.8K | 0.06% | +118+2.5% | Added |
| ASB Consultores, LLC | 4,906 | $400.7K | 0.16% | −1,104−18.4% | Reduced |
| Davis R M Inc | 4,948 | $404.0K | 0.01% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,961 | $405.2K | 0.22% | 00.0% | Unchanged |
| Executive Wealth Group LLC | 4,963 | $405.3K | 0.29% | +48+1.0% | Added |
| Fort Washington Investment Advisors Inc | 4,968 | $405.7K | 0.00% | −1,500−23.2% | Reduced |
| Foster Dykema Cabot & Co Inc | 4,968 | $406.0K | 0.05% | −4,971−50.0% | Reduced |
| Allstate Corp | 4,986 | $407.2K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 4,987 | $407.3K | 0.27% | +4,987 | New |
| HBW Advisory Services LLC | 4,994 | $408.0K | 0.09% | +1,401+39.0% | Added |