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 |
|---|---|---|---|---|---|
| Carlson Capital Management | 6,459 | $527.5K | 0.03% | +365+6.0% | Added |
| Lee Danner & Bass Inc | 6,488 | $530.0K | 0.05% | 00.0% | Unchanged |
| Colony Group LLC | 6,520 | $532.0K | 0.01% | −508−7.2% | Reduced |
| Rothschild Investment Corp | 6,508 | $532.0K | 0.04% | +1,173+22.0% | Added |
| Arbor Investment Advisors, LLC | 6,570 | $536.6K | 0.09% | +15+0.2% | Added |
| Partners Capital Investment Group, LLP | 6,597 | $538.8K | 0.01% | +2,447+59.0% | Added |
| Harbor Advisors LLC | 6,608 | $539.7K | 0.12% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 6,613 | $540.1K | 0.00% | +1,234+22.9% | Added |
| Monograph Wealth Advisors, LLC | 6,620 | $540.7K | 0.11% | +6,620 | New |
| Corton Capital Inc. | 6,629 | $541.4K | 0.27% | +133+2.0% | Added |
| Empire Financial Management Company, LLC | 6,651 | $543.2K | 0.24% | +6,651 | New |
| Graypoint LLC | 6,698 | $547.1K | 0.05% | +647+10.7% | Added |
| Canton Hathaway, LLC | 6,725 | $549.0K | 0.17% | 00.0% | Unchanged |
| Lake Street Financial LLC | 6,686 | $549.6K | 0.10% | +43+0.6% | Added |
| Los Angeles Capital Management LLC | 6,752 | $551.4K | 0.00% | −427−5.9% | Reduced |
| Concord Asset Management, LLC | 6,754 | $551.6K | 0.18% | +1,550+29.8% | Added |
| Kingsview Wealth Management, LLC | 6,785 | $554.1K | 0.02% | +1,070+18.7% | Added |
| AlphaCore Capital LLC | 6,822 | $557.2K | 0.09% | −211−3.0% | Reduced |
| Evoke Wealth, LLC | 6,844 | $559.0K | 0.02% | −682−9.1% | Reduced |
| TriaGen Wealth Management LLC | 6,905 | $563.9K | 0.29% | 00.0% | Unchanged |
| Breakwater Capital Group | 7,955 | $564.4K | 0.19% | +1,281+19.2% | Added |
| Transatlantique Private Wealth LLC | 6,916 | $564.8K | 0.30% | −21−0.3% | Reduced |
| Orca Investment Management, LLC | 6,922 | $565.3K | 0.63% | 00.0% | Unchanged |
| HM Payson & Co | 6,922 | $565.3K | 0.01% | 00.0% | Unchanged |
| IFG Advisors, LLC | 6,932 | $566.1K | 0.20% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 6,938 | $566.6K | 0.31% | +22+0.3% | Added |
| Balentine LLC | 6,974 | $569.6K | 0.02% | −9−0.1% | Reduced |
| West Oak Capital, LLC | 6,997 | $571.0K | 0.28% | +240+3.6% | Added |
| Northern Financial Advisors Inc | 7,005 | $572.1K | 0.52% | −225−3.1% | Reduced |
| Caerus Investment Advisors, LLC | 7,010 | $572.5K | 0.59% | 00.0% | Unchanged |
| Orion Capital Management LLC | 7,019 | $573.2K | 0.37% | +2,599+58.8% | Added |
| NBT Bank N A | 7,042 | $575.1K | 0.06% | +4,060+136.2% | Added |
| Sunbelt Securities, Inc. | 7,054 | $576.1K | 0.08% | +37+0.5% | Added |
| XY Capital Ltd | 7,080 | $578.2K | 0.53% | +7,080 | New |
| Denali Advisors LLC | 7,100 | $579.9K | 0.20% | +7,100 | New |
| Welch & Forbes LLC | 7,116 | $581.2K | 0.01% | +155+2.2% | Added |
| LexAurum Advisors, LLC | 7,128 | $582.1K | 0.17% | +7,128 | New |
| Mission Wealth Management, LP | 7,153 | $584.2K | 0.02% | +293+4.3% | Added |
| Penserra Capital Management LLC | 7,175 | $585.0K | 0.01% | −1,285−15.2% | Reduced |
| BKD Wealth Advisors, LLC | 7,171 | $585.7K | 0.02% | −647−8.3% | Reduced |
| Empower Advisory Group, LLC | 7,174 | $585.9K | 0.00% | +49+0.7% | Added |
| Hyman Charles D | 7,188 | $587.0K | 0.04% | +31+0.4% | Added |
| Lloyd Advisory Services, LLC. | 7,198 | $587.9K | 0.19% | +7,198 | New |
| Norden Group LLC | 7,198 | $587.9K | 0.19% | +7,198 | New |
| Mechanics Financial Corp | 7,201 | $588.1K | 0.32% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 7,211 | $588.9K | 0.02% | +529+7.9% | Added |
| Robotti Robert | 7,215 | $589.2K | 0.09% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 7,231 | $590.5K | 0.18% | +3,447+91.1% | Added |
| Financial Management Professionals, Inc. | 7,239 | $591.0K | 0.10% | −360−4.7% | Reduced |
| Titleist Asset Management, LLC | 7,271 | $593.8K | 0.12% | +7,271 | New |
| LVW Advisors, LLC | 7,301 | $596.3K | 0.13% | +7,301 | New |
| Hills Bank & Trust Co | 7,304 | $596.5K | 0.07% | −40−0.5% | Reduced |
| Personal Cfo Solutions, LLC | 7,317 | $597.6K | 0.12% | +152+2.1% | Added |
| Connecticut Wealth Management, LLC | 7,337 | $599.2K | 0.04% | +4,429+152.3% | Added |
| Renaissance Investment Group LLC | 7,340 | $599.5K | 0.17% | 00.0% | Unchanged |
| Bremer Bank National Association | 7,356 | $600.8K | 0.12% | −205−2.7% | Reduced |
| Sentry Investment Management LLC | 7,382 | $603.0K | 0.29% | −1,788−19.5% | Reduced |
| DFPG Investments, LLC | 8,148 | $604.5K | 0.06% | −3,105−27.6% | Reduced |
| Americana Partners, LLC | 7,407 | $604.9K | 0.07% | +2,473+50.1% | Added |
| Strategic Blueprint, LLC | 7,408 | $605.0K | 0.06% | +191+2.6% | Added |
| KLCM Advisors, Inc. | 7,410 | $605.2K | 0.11% | +46+0.6% | Added |
| Hilltop Holdings Inc. | 7,418 | $605.8K | 0.08% | −134−1.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 7,429 | $606.7K | 0.20% | −996−11.8% | Reduced |
| ING Groep NV | 7,484 | $611.2K | 0.01% | +7,484 | New |
| Claro Advisors LLC | 7,485 | $611.3K | 0.15% | +303+4.2% | Added |
| Cooper Financial Group | 7,499 | $612.4K | 0.15% | −20−0.3% | Reduced |
| Auto-Owners Insurance Co | 7,500 | $612.5K | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 7,492 | $615.8K | 0.08% | −134−1.8% | Reduced |
| Private Portfolio Partners LLC | 7,603 | $620.9K | 0.16% | +98+1.3% | Added |
| David Loasby | 7,852 | $621.0K | 0.07% | +277+3.7% | Added |
| Independent Investors Inc | 7,616 | $622.0K | 0.16% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 7,642 | $624.1K | 0.40% | +7,642 | New |
| Affinity Investment Advisors, LLC | 7,682 | $627.4K | 0.40% | −240−3.0% | Reduced |
| North Star Investment Management Corp. | 7,708 | $629.5K | 0.05% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 7,735 | $631.7K | 0.24% | −78−1.0% | Reduced |
| Global Retirement Partners, LLC | 8,007 | $633.2K | 0.03% | −366−4.4% | Reduced |
| FDx Advisors, Inc. | 7,804 | $637.0K | 0.05% | −8,850−53.1% | Reduced |
| Berkshire Bank | 7,800 | $637.0K | 0.18% | +133+1.7% | Added |
| Eagle Asset Management Inc | 7,828 | $639.3K | 0.00% | +1,251+19.0% | Added |
| 1832 Asset Management L.P. | 7,855 | $641.5K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 7,876 | $643.2K | 0.21% | −1,819−18.8% | Reduced |
| Private Trust Co NA | 7,898 | $645.0K | 0.09% | −431−5.2% | Reduced |
| Neville Rodie & Shaw Inc | 7,926 | $648.0K | 0.06% | −4,200−34.6% | Reduced |
| Brookstone Capital Management | 8,919 | $650.4K | 0.01% | −4,403−33.1% | Reduced |
| Moors & Cabot, Inc. | 7,969 | $650.8K | 0.04% | −2,361−22.9% | Reduced |
| Ramirez Asset Management, Inc. | 7,979 | $651.6K | 0.14% | +7,979 | New |
| Parkside Investments, LLC | 8,000 | $653.4K | 0.12% | +1,000+14.3% | Added |
| Blueshift Asset Management, LLC | 8,003 | $653.6K | 0.39% | −1,794−18.3% | Reduced |
| Cim Investment Mangement Inc | 8,045 | $657.0K | 0.24% | −184−2.2% | Reduced |
| Concord Wealth Partners | 8,057 | $658.0K | 0.14% | +1,662+26.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,064 | $658.6K | 0.03% | +1,923+31.3% | Added |
| CX Institutional | 8,085 | $660.3K | 0.04% | −45,396−84.9% | Reduced |
| Kesler, Norman & Wride, LLC | 8,115 | $662.8K | 0.17% | −3,231−28.5% | Reduced |
| Bull Street Advisors, LLC | 8,229 | $672.0K | 0.36% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 8,260 | $674.6K | 0.24% | +163+2.0% | Added |
| Cookson Peirce & Co Inc | 8,263 | $675.0K | 0.04% | +517+6.7% | Added |
| MidWestOne Financial Group, Inc. | 8,283 | $676.5K | 0.15% | +4,669+129.2% | Added |
| Amica Retiree Medical Trust | 8,299 | $678.0K | 0.80% | −1,278−13.3% | Reduced |
| Busey Wealth Management | 8,311 | $678.8K | 0.03% | +102+1.2% | Added |
| Qtron Investments LLC | 8,355 | $682.4K | 0.13% | 00.0% | Unchanged |