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 |
|---|---|---|---|---|---|
| C2C Wealth Management, LLC | 5,121 | $409.8K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,029 | $410.7K | 0.09% | −292−5.5% | Reduced |
| Arcataur Capital Management LLC | 5,067 | $413.8K | 0.17% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 5,069 | $414.0K | 0.03% | −1,591−23.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,070 | $414.1K | 0.01% | +146+3.0% | Added |
| Strategic Financial Services, Inc, | 5,082 | $415.0K | 0.03% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 5,092 | $416.0K | 0.06% | +530+11.6% | Added |
| Cornerstone Wealth Management, LLC | 5,095 | $416.1K | 0.04% | +229+4.7% | Added |
| Rehmann Capital Advisory Group | 5,121 | $418.3K | 0.04% | −558−9.8% | Reduced |
| Pinnacle Bancorp, Inc. | 5,136 | $419.5K | 0.15% | +478+10.3% | Added |
| First Interstate Bank | 5,150 | $420.6K | 0.04% | −200−3.7% | Reduced |
| Clearstead Advisors, LLC | 5,191 | $424.0K | 0.03% | −428−7.6% | Reduced |
| Peoples Bank | 5,205 | $425.1K | 0.28% | +545+11.7% | Added |
| Integris Wealth Management, LLC | 5,231 | $427.2K | 0.14% | +212+4.2% | Added |
| RFG Advisory, LLC | 5,239 | $427.8K | 0.02% | −375−6.7% | Reduced |
| Eads & Heald Wealth Management | 5,242 | $428.0K | 0.22% | −51−1.0% | Reduced |
| X-Square Capital, LLC | 5,021 | $429.0K | 0.29% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,268 | $430.2K | 0.06% | +58+1.1% | Added |
| Cambridge Trust Co | 5,273 | $430.6K | 0.02% | −631−10.7% | Reduced |
| Arete Wealth Advisors, LLC | 5,682 | $433.5K | 0.08% | +868+18.0% | Added |
| Silvia McColl Wealth Management, LLC | 5,315 | $434.1K | 0.43% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,400 | $441.0K | 0.06% | −192−3.4% | Reduced |
| Riverwater Partners LLC | 5,430 | $443.5K | 0.40% | +561+11.5% | Added |
| Kovack Advisors, Inc. | 5,450 | $445.1K | 0.06% | +70+1.3% | Added |
| Lee Financial Co | 5,464 | $446.2K | 0.08% | +5,303+3,293.8% | Added |
| Financial Advisors, LLC | 5,480 | $447.6K | 0.11% | +4+0.1% | Added |
| Boston Financial Mangement LLC | 5,486 | $448.0K | 0.02% | +14+0.3% | Added |
| Strategic Wealth Partners, Ltd. | 5,506 | $449.7K | 0.06% | +244+4.6% | Added |
| Portman Square Capital LLP | 5,506 | $449.7K | 0.06% | +5,506 | New |
| Aaron Wealth Advisors | 5,530 | $451.6K | 0.06% | −154−2.7% | Reduced |
| Curbstone Financial Management Corp | 5,532 | $451.8K | 0.11% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 5,549 | $453.2K | 0.03% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 5,550 | $453.3K | 0.09% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,561 | $454.1K | 0.09% | −92−1.6% | Reduced |
| Arkadios Wealth Advisors | 5,576 | $455.4K | 0.04% | +2,152+62.9% | Added |
| Lindbrook Capital, LLC | 5,606 | $457.8K | 0.05% | +563+11.2% | Added |
| BSW Wealth Partners | 5,608 | $458.0K | 0.10% | +358+6.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,628 | $459.0K | 0.02% | −802−12.5% | Reduced |
| Bank of Nova Scotia Trust Co | 5,641 | $460.7K | 0.05% | +18+0.3% | Added |
| Strategic Investment Advisors | 5,649 | $461.3K | 0.08% | −56−1.0% | Reduced |
| Berger Financial Group, Inc | 5,651 | $461.5K | 0.05% | −125−2.2% | Reduced |
| Bell Bank | 5,663 | $462.5K | 0.05% | +603+11.9% | Added |
| Catalyst Financial Partners LLC | 5,665 | $462.7K | 0.15% | +438+8.4% | Added |
| Granite Bay Wealth Management, LLC | 5,300 | $463.0K | 0.00% | +5,300 | New |
| Adirondack Trust Co | 5,692 | $464.8K | 0.23% | −17−0.3% | Reduced |
| NBC Securities, Inc. | 5,694 | $465.0K | 0.05% | +5,694 | New |
| Westover Capital Advisors, LLC | 5,700 | $465.5K | 0.17% | 00.0% | Unchanged |
| Wealth Effects LLC | 5,705 | $465.9K | 0.23% | +10.0% | Added |
| Prestige Wealth Management Group LLC | 5,718 | $467.0K | 0.12% | +3,449+152.0% | Added |
| Maven Securities LTD | 5,749 | $469.5K | 0.05% | −2,069−26.5% | Reduced |
| Heritage Wealth Advisors | 5,759 | $470.3K | 0.03% | +7+0.1% | Added |
| Brown Capital Management LLC | 5,762 | $470.6K | 0.01% | −558−8.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 5,772 | $471.4K | 0.16% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 5,787 | $472.6K | 0.05% | +82+1.4% | Added |
| Lavaca Capital LLC | 5,794 | $473.2K | 0.17% | +2,325+67.0% | Added |
| Benjamin Edwards Inc | 5,820 | $475.0K | 0.11% | +5,212+857.2% | Added |
| Strategy Asset Managers LLC | 5,849 | $477.7K | 0.12% | −8,853−60.2% | Reduced |
| Buffington Mohr McNeal | 5,875 | $479.8K | 0.11% | +3,200+119.6% | Added |
| Ronald Blue Trust, Inc. | 5,624 | $481.0K | 0.01% | +1,315+30.5% | Added |
| Beta Wealth Group, Inc. | 5,904 | $482.2K | 0.29% | +104+1.8% | Added |
| Legacy Capital Group California, Inc. | 5,920 | $483.5K | 0.21% | +50+0.9% | Added |
| Roundview Capital LLC | 5,920 | $483.5K | 0.05% | −735−11.0% | Reduced |
| Wharton Business Group, LLC | 5,939 | $485.0K | 0.03% | −85−1.4% | Reduced |
| Advisors Capital Management, LLC | 5,969 | $488.0K | 0.01% | −160−2.6% | Reduced |
| Chapin Davis, Inc. | 5,986 | $488.9K | 0.23% | −25−0.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 5,992 | $489.4K | 0.02% | −9,044−60.1% | Reduced |
| Red Lighthouse Investment Management, LLC | 5,993 | $489.4K | 0.23% | +43+0.7% | Added |
| Eagle Rock Investment Company, LLC | 6,000 | $490.0K | 0.11% | −3,000−33.3% | Reduced |
| Pacitti Group Inc. | 6,026 | $492.1K | 0.34% | +304+5.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,029 | $492.4K | 0.10% | −251−4.0% | Reduced |
| Sippican Capital Advisors | 6,051 | $494.2K | 0.45% | 00.0% | Unchanged |
| Cipher Capital LP | 6,052 | $494.3K | 0.35% | −37,017−85.9% | Reduced |
| Salzhauer Michael | 6,067 | $495.5K | 0.54% | −873−12.6% | Reduced |
| Anchor Investment Management, LLC | 6,090 | $497.4K | 0.06% | −377−5.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 6,135 | $501.0K | 0.04% | +20.0% | Added |
| Laidlaw Wealth Management LLC | 6,160 | $503.1K | 0.17% | −8,552−58.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,166 | $503.6K | 0.01% | −562−8.4% | Reduced |
| Clear Harbor Asset Management, LLC | 6,213 | $507.4K | 0.05% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 6,216 | $507.7K | 0.02% | −700−10.1% | Reduced |
| Garda Capital Partners LP | 6,216 | $507.7K | 0.32% | +6,216 | New |
| Chicago Wealth Management, Inc. | 6,243 | $509.9K | 0.40% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 6,247 | $510.2K | 0.03% | +562+9.9% | Added |
| Levin Capital Strategies, L.P. | 6,250 | $510.4K | 0.06% | +6,250 | New |
| Evergreen Capital Management LLC | 6,259 | $511.2K | 0.02% | +1,158+22.7% | Added |
| Clifford Group, LLC | 6,280 | $512.9K | 0.56% | −592−8.6% | Reduced |
| CFM Wealth Partners LLC | 6,292 | $513.9K | 0.13% | +1,708+37.3% | Added |
| Lion Street Advisors, LLC | 6,293 | $514.0K | 0.17% | +6,293 | New |
| HWG Holdings LP | 6,300 | $514.5K | 0.29% | −1,697−21.2% | Reduced |
| Waldron Private Wealth LLC | 6,307 | $515.1K | 0.03% | +85+1.4% | Added |
| KPP Advisory Services LLC | 6,373 | $520.5K | 0.17% | +6,373 | New |
| Brevan Howard Capital Management LP | 6,396 | $522.4K | 0.15% | +6,396 | New |
| Lebenthal Global Advisors, LLC | 6,398 | $522.5K | 0.16% | +1,613+33.7% | Added |
| Park Circle Co | 6,400 | $522.7K | 0.49% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 6,409 | $523.4K | 0.42% | −943−12.8% | Reduced |
| Visionary Wealth Advisors | 6,416 | $524.0K | 0.04% | +341+5.6% | Added |
| Shufro Rose & Co LLC | 6,420 | $524.3K | 0.05% | −1,000−13.5% | Reduced |
| DRW Securities, LLC | 6,432 | $525.0K | 0.04% | −3,875−37.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,437 | $525.8K | 0.04% | +10.0% | Added |
| Somerville Kurt F | 6,440 | $526.0K | 0.11% | −200−3.0% | Reduced |
| Parkside Financial Bank & Trust | 6,446 | $526.4K | 0.12% | +218+3.5% | Added |