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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 8,369 | $683.5K | 0.07% | +2,631+45.9% | Added |
| Maltin Wealth Management, Inc. | 8,379 | $684.3K | 0.48% | +117+1.4% | Added |
| Corsair Capital Management, L.P. | 8,416 | $687.3K | 0.24% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 8,425 | $688.1K | 0.08% | +8,425 | New |
| Western Financial Corp | 8,494 | $693.7K | 0.51% | +8,494 | New |
| First National Advisers, LLC | 8,538 | $697.0K | 0.31% | +3,557+71.4% | Added |
| New Vernon Investment Management LLC | 8,550 | $698.3K | 1.07% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 8,600 | $702.4K | 0.15% | +2,100+32.3% | Added |
| Good Life Advisors, LLC | 8,604 | $702.7K | 0.08% | +191+2.3% | Added |
| Csenge Advisory Group | 8,639 | $705.6K | 0.05% | +487+6.0% | Added |
| Vantage Financial Partners Ltd., Inc. | 8,650 | $706.4K | 0.41% | +300+3.6% | Added |
| IHT Wealth Management, LLC | 8,676 | $708.5K | 0.04% | +257+3.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,706 | $711.0K | 0.09% | +740+9.3% | Added |
| TRUE Private Wealth Advisors | 8,735 | $713.4K | 0.10% | +407+4.9% | Added |
| E&G Advisors, LP | 8,709 | $713.5K | 0.26% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 8,737 | $713.6K | 0.47% | −503−5.4% | Reduced |
| Portside Wealth Group, LLC | 8,755 | $715.0K | 0.13% | +13+0.1% | Added |
| Northwest & Ethical Investments L.P. | 8,770 | $716.2K | 0.02% | −972−10.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $720.0K | 0.08% | −231−2.6% | Reduced |
| Childress Capital Advisors, LLC | 8,863 | $723.8K | 0.24% | +8,863 | New |
| Sage Rhino Capital LLC | 8,870 | $724.4K | 0.20% | −38−0.4% | Reduced |
| Diametric Capital, LP | 8,884 | $725.6K | 0.30% | +8,884 | New |
| Great Valley Advisor Group, Inc. | 8,915 | $728.4K | 0.03% | +94+1.1% | Added |
| Twin Capital Management Inc | 8,947 | $730.7K | 0.10% | −460−4.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,963 | $732.0K | 0.12% | −33−0.4% | Reduced |
| Magnus Financial Group LLC | 9,007 | $735.6K | 0.11% | −1,063−10.6% | Reduced |
| Radnor Capital Management, LLC | 9,020 | $737.0K | 0.15% | +9,020 | New |
| Symmetry Investments LP | 9,060 | $739.9K | 0.21% | +9,060 | New |
| Pennsylvania Capital Management Inc | 9,129 | $745.6K | 0.31% | +17+0.2% | Added |
| Marino, Stram & Associates LLC | 9,180 | $749.8K | 0.22% | +445+5.1% | Added |
| First Citizens Financial Corp | 9,208 | $752.0K | 0.53% | 00.0% | Unchanged |
| W Advisors, LLC | 9,267 | $756.8K | 0.62% | +20+0.2% | Added |
| Davenport & Co LLC | 9,409 | $768.4K | 0.01% | −2,726−22.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 9,409 | $768.4K | 0.08% | +9,409 | New |
| Fort Point Capital Partners LLC | 9,439 | $770.9K | 0.13% | +362+4.0% | Added |
| Parcion Private Wealth LLC | 9,468 | $773.3K | 0.08% | 00.0% | Unchanged |
| DF Dent & Co Inc | 9,493 | $775.3K | 0.01% | +782+9.0% | Added |
| Resurgent Financial Advisors LLC | 9,542 | $779.3K | 0.53% | +353+3.8% | Added |
| Procyon Private Wealth Partners, LLC | 9,552 | $780.1K | 0.08% | −9,720−50.4% | Reduced |
| First Horizon Advisors, Inc. | 9,614 | $785.2K | 0.03% | −522−5.1% | Reduced |
| Hartford Funds Management Co LLC | 9,634 | $786.8K | 0.08% | +669+7.5% | Added |
| Choate Investment Advisors | 9,668 | $789.6K | 0.03% | +1,923+24.8% | Added |
| Buckley Wealth Management, LLC | 9,737 | $795.2K | 0.30% | −2,208−18.5% | Reduced |
| Proficio Capital Partners LLC | 9,780 | $798.7K | 0.11% | +223+2.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 9,798 | $800.2K | 0.42% | +7+0.1% | Added |
| Pacific Global Investment Management CO | 9,818 | $801.8K | 0.18% | −234−2.3% | Reduced |
| Northeast Financial Consultants Inc | 9,840 | $803.6K | 0.05% | 00.0% | Unchanged |
| Charles Carroll Financial Partners, LLC | 9,853 | $804.7K | 1.00% | +325+3.4% | Added |
| Harbor Investment Advisory, LLC | 9,925 | $810.6K | 0.11% | −1,684−14.5% | Reduced |
| Mork Capital Management, LLC | 9,930 | $811.0K | 0.63% | 00.0% | Unchanged |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $816.7K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 10,045 | $820.4K | 0.05% | +10,045 | New |
| Perpetual Ltd | 10,087 | $823.8K | 0.01% | −2,164−17.7% | Reduced |
| First Foundation Advisors | 10,095 | $824.4K | 0.04% | +1,300+14.8% | Added |
| Hamilton Capital, LLC | 10,107 | $825.5K | 0.06% | +386+4.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,147 | $828.7K | 0.24% | +741+7.9% | Added |
| Silvercrest Asset Management Group LLC | 10,159 | $829.7K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 10,178 | $831.2K | 0.59% | +3,832+60.4% | Added |
| Golden State Equity Partners | 10,233 | $835.7K | 0.23% | −3,723−26.7% | Reduced |
| Red Cedar Investment Management, LLC | 10,290 | $840.4K | 0.13% | +89+0.9% | Added |
| Mark Asset Management LP | 10,328 | $843.0K | 0.16% | −118,901−92.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 10,365 | $846.5K | 0.06% | −8,467−45.0% | Reduced |
| Calamos Wealth Management LLC | 10,400 | $849.4K | 0.06% | +290+2.9% | Added |
| Moneta Group Investment Advisors LLC | 10,419 | $850.9K | 0.02% | +12+0.1% | Added |
| Asset Dedication, LLC | 10,491 | $851.0K | 0.07% | −138−1.3% | Reduced |
| Central Bank & Trust Co | 10,443 | $852.9K | 0.15% | −983−8.6% | Reduced |
| Brighton Jones LLC | 10,466 | $854.8K | 0.04% | +1,275+13.9% | Added |
| Triangle Securities Wealth Management | 10,486 | $856.4K | 0.30% | −217−2.0% | Reduced |
| NCM Capital Management, LLC | 10,495 | $857.1K | 0.61% | −116−1.1% | Reduced |
| Beacon Financial Group | 10,083 | $859.0K | 0.12% | −380−3.6% | Reduced |
| Haverford Trust Co | 10,524 | $859.5K | 0.01% | −1,581−13.1% | Reduced |
| FourThought Financial Partners, LLC | 10,570 | $863.3K | 0.12% | −845−7.4% | Reduced |
| V-Square Quantitative Management LLC | 10,579 | $864.0K | 0.38% | +2,817+36.3% | Added |
| Trust Co of Toledo NA | 10,581 | $864.1K | 0.17% | +5,055+91.5% | Added |
| Wedmont Private Capital | 10,837 | $866.0K | 0.09% | −965−8.2% | Reduced |
| Venturi Wealth Management, LLC | 10,646 | $869.5K | 0.07% | −50−0.5% | Reduced |
| Wintrust Investments LLC | 10,718 | $875.0K | 0.09% | −895−7.7% | Reduced |
| BlueCrest Capital Management Ltd | 10,796 | $881.7K | 0.14% | +10,796 | New |
| Legacy Bridge, LLC | 10,898 | $890.0K | 0.63% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 10,917 | $891.6K | 0.09% | +776+7.7% | Added |
| Washburn Capital Management, Inc. | 10,926 | $892.3K | 0.75% | −190−1.7% | Reduced |
| IFP Advisors, Inc | 10,942 | $893.6K | 0.04% | −524−4.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 10,971 | $896.0K | 0.10% | 00.0% | Unchanged |
| Washington Trust Co | 10,975 | $896.3K | 0.04% | +200+1.9% | Added |
| EverSource Wealth Advisors, LLC | 10,980 | $896.7K | 0.10% | −385−3.4% | Reduced |
| Trust Co of Vermont | 11,081 | $905.0K | 0.06% | −525−4.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 11,102 | $906.7K | 0.08% | −308−2.7% | Reduced |
| Diversified Trust Co | 11,160 | $911.4K | 0.03% | +3,363+43.1% | Added |
| Alera Investment Advisors, LLC | 11,214 | $915.8K | 0.15% | +1,124+11.1% | Added |
| Rossmore Private Capital | 11,264 | $919.9K | 0.14% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 11,315 | $924.1K | 0.32% | +455+4.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,363 | $928.0K | 0.09% | −427−3.6% | Reduced |
| Ar Asset Management Inc | 11,400 | $931.0K | 0.26% | 00.0% | Unchanged |
| GFG Capital, LLC | 11,524 | $941.2K | 0.31% | +221+2.0% | Added |
| J.W. Cole Advisors, Inc. | 11,549 | $943.2K | 0.07% | +298+2.6% | Added |
| Baker Tilly Wealth Management, LLC | 11,551 | $943.4K | 0.16% | +48+0.4% | Added |
| Quent Capital, LLC | 11,567 | $944.7K | 0.15% | −72−0.6% | Reduced |
| Parsons Capital Management Inc | 11,596 | $947.0K | 0.07% | +405+3.6% | Added |
| Gibraltar Capital Management, Inc. | 11,614 | $948.5K | 0.42% | +7+0.1% | Added |
| InterOcean Capital Group, LLC | 11,622 | $949.1K | 0.03% | +89+0.8% | Added |