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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 11,630 | $949.8K | 0.10% | +50.0% | Added |
| Columbia Trust Co 01012016 | 11,644 | $951.0K | 0.55% | +901+8.4% | Added |
| Relyea Zuckerberg Hanson LLC | 11,732 | $958.1K | 0.22% | +11+0.1% | Added |
| Transamerica Financial Advisors, Inc. | 11,778 | $962.0K | 0.13% | −822−6.5% | Reduced |
| MQS Management LLC | 11,804 | $964.0K | 0.59% | +11,804 | New |
| Mather Group, LLC. | 11,838 | $966.8K | 0.02% | +121+1.0% | Added |
| Berkshire Asset Management LLC | 11,843 | $967.2K | 0.06% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 11,869 | $969.3K | 0.62% | −14,051−54.2% | Reduced |
| Peoples Financial Services Corp. | 11,874 | $969.7K | 0.46% | +4,042+51.6% | Added |
| Smith, Salley & Associates | 11,911 | $972.7K | 0.07% | +11,911 | New |
| Chatham Capital Group, Inc. | 11,921 | $973.6K | 0.22% | +7,120+148.3% | Added |
| Delta Asset Management LLC | 11,927 | $974.1K | 0.10% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 11,929 | $974.2K | 0.58% | −308−2.5% | Reduced |
| Resources Investment Advisors, LLC. | 11,957 | $976.5K | 0.02% | +438+3.8% | Added |
| StoneX Group Inc. | 12,031 | $982.6K | 0.11% | +576+5.0% | Added |
| Chilton Investment Co LLC | 12,032 | $982.7K | 0.03% | +5,719+90.6% | Added |
| Viewpoint Capital Management LLC | 12,215 | $997.6K | 0.80% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 12,224 | $998.0K | 0.16% | −260−2.1% | Reduced |
| Avidian Wealth Solutions, LLC | 12,247 | $1.00M | 0.07% | −314−2.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 12,281 | $1.00M | 0.17% | +12,281 | New |
| Verdence Capital Advisors LLC | 12,328 | $1.01M | 0.11% | +394+3.3% | Added |
| CMT Capital Markets Trading GmbH | 12,397 | $1.01M | 0.58% | −41,103−76.8% | Reduced |
| Zullo Investment Group, Inc. | 12,409 | $1.01M | 0.59% | −223−1.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 12,569 | $1.03M | 0.14% | +12,569 | New |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.03M | 0.39% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 14,474 | $1.03M | 0.34% | +430+3.1% | Added |
| Cape Ann Savings Bank | 12,660 | $1.03M | 0.73% | −60−0.5% | Reduced |
| Atom Investors LP | 12,698 | $1.04M | 0.24% | +7,193+130.7% | Added |
| Summit Trail Advisors, LLC | 12,714 | $1.04M | 0.04% | +203+1.6% | Added |
| Panagora Asset Management Inc | 12,729 | $1.04M | 0.01% | +13+0.1% | Added |
| EP Wealth Advisors, LLC | 12,744 | $1.04M | 0.02% | +8,547+203.6% | Added |
| Dakota Wealth Management | 12,803 | $1.05M | 0.05% | +1,785+16.2% | Added |
| Garner Asset Management Corp | 12,808 | $1.05M | 0.63% | +4,704+58.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 12,825 | $1.05M | 0.31% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 12,873 | $1.05M | 0.33% | −1,693−11.6% | Reduced |
| PFG Investments, LLC | 12,923 | $1.06M | 0.20% | −566−4.2% | Reduced |
| Worm Capital, LLC | 12,985 | $1.06M | 1.04% | +2,141+19.7% | Added |
| Avalon Trust Co | 13,000 | $1.06M | 0.11% | −2,600−16.7% | Reduced |
| Cigna Investments Inc | 12,999 | $1.06M | 0.24% | −1,904−12.8% | Reduced |
| Bard Financial Services, Inc. | 13,095 | $1.07M | 0.13% | +475+3.8% | Added |
| First Dallas Securities Inc. | 13,113 | $1.07M | 0.25% | +8,513+185.1% | Added |
| Mirador Capital Partners LP | 13,158 | $1.07M | 0.24% | +13,158 | New |
| Investors Research Corp | 13,266 | $1.08M | 0.28% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 13,277 | $1.08M | 0.00% | +10,437+367.5% | Added |
| Long Run Wealth Advisors, LLC | 13,318 | $1.09M | 0.35% | −50.0% | Reduced |
| Allworth Financial LP | 13,341 | $1.09M | 0.01% | −208−1.5% | Reduced |
| AMG National Trust Bank | 13,349 | $1.09M | 0.04% | +270+2.1% | Added |
| TLWM | 13,391 | $1.09M | 0.29% | +470+3.6% | Added |
| Systematic Financial Management LP | 13,500 | $1.10M | 0.04% | 00.0% | Unchanged |
| Excalibur Management Corp | 13,516 | $1.10M | 0.57% | +138+1.0% | Added |
| GTS Securities LLC | 13,553 | $1.11M | 0.02% | +13,553 | New |
| Fidelis Capital Partners, LLC | 13,576 | $1.11M | 0.38% | +266+2.0% | Added |
| Berkeley Capital Partners, LLC | 13,618 | $1.11M | 0.40% | −348−2.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 13,685 | $1.12M | 0.18% | +650+5.0% | Added |
| Whittier Trust Co | 13,783 | $1.13M | 0.02% | −129−0.9% | Reduced |
| Nilsine Partners, LLC | 13,787 | $1.13M | 0.17% | +50.0% | Added |
| Capital Asset Advisory Services LLC | 14,372 | $1.13M | 0.08% | +3,970+38.2% | Added |
| South State Corp. | 13,890 | $1.13M | 0.11% | +517+3.9% | Added |
| S&CO Inc | 13,915 | $1.14M | 0.09% | 00.0% | Unchanged |
| Old National Bancorp | 14,014 | $1.14M | 0.03% | +5,825+71.1% | Added |
| Duff & Phelps Investment Management Co | 14,103 | $1.15M | 0.02% | −398−2.7% | Reduced |
| NEOS Investment Management LLC | 14,152 | $1.16M | 0.15% | +14,152 | New |
| Dynamic Advisor Solutions LLC | 14,227 | $1.16M | 0.05% | +4,285+43.1% | Added |
| Diligent Investors, LLC | 14,347 | $1.17M | 0.36% | −455−3.1% | Reduced |
| Profund Advisors LLC | 14,475 | $1.18M | 0.07% | −723−4.8% | Reduced |
| Delphi Management Inc | 14,587 | $1.19M | 1.22% | +80+0.6% | Added |
| Citizens Financial Group Inc | 14,627 | $1.19M | 0.05% | +7,528+106.0% | Added |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.20M | 0.51% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 14,719 | $1.20M | 0.87% | 00.0% | Unchanged |
| Somerset Trust Co | 14,723 | $1.20M | 0.55% | +22+0.1% | Added |
| Retirement Planning Co of New England, Inc. | 14,779 | $1.21M | 0.67% | +4,310+41.2% | Added |
| Schear Investment Advisers, LLC | 14,795 | $1.21M | 1.30% | −457−3.0% | Reduced |
| LGT Fund Management Co Ltd. | 15,090 | $1.21M | 0.59% | +1,200+8.6% | Added |
| Mystic Asset Management, Inc. | 14,863 | $1.21M | 0.68% | +301+2.1% | Added |
| Koshinski Asset Management, Inc. | 14,967 | $1.22M | 0.14% | +105+0.7% | Added |
| Duality Advisers, LP | 14,988 | $1.22M | 0.15% | +14,988 | New |
| GPS Wealth Strategies Group, LLC | 15,023 | $1.23M | 0.24% | −47−0.3% | Reduced |
| Financial Counselors Inc | 15,033 | $1.23M | 0.02% | +1,700+12.8% | Added |
| Ironwood Investment Counsel, LLC | 15,129 | $1.24M | 0.29% | −788−5.0% | Reduced |
| PEAK6 Investments LLC | 15,221 | $1.24M | 0.06% | −48,323−76.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 15,245 | $1.25M | 0.10% | +15,245 | New |
| Insight Inv LLC | 17,092 | $1.25M | 1.38% | 00.0% | Unchanged |
| White Pine Capital LLC | 15,321 | $1.25M | 0.50% | −768−4.8% | Reduced |
| Trust Asset Management LLC | 15,376 | $1.26M | 0.14% | 00.0% | Unchanged |
| River Street Advisors LLC | 15,395 | $1.26M | 1.19% | +935+6.5% | Added |
| SeaCrest Wealth Management, LLC | 15,441 | $1.26M | 0.16% | +79+0.5% | Added |
| LGT Group Foundation | 15,693 | $1.26M | 0.03% | −189,963−92.4% | Reduced |
| Courier Capital LLC | 15,525 | $1.27M | 0.11% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 15,589 | $1.27M | 0.03% | −203−1.3% | Reduced |
| Cetera Advisors LLC | 16,983 | $1.28M | 0.02% | +604+3.7% | Added |
| WCG Wealth Advisors LLC | 15,537 | $1.28M | 0.09% | +3,471+28.8% | Added |
| Vanguard Capital Wealth Advisors | 15,810 | $1.29M | 1.20% | +5,091+47.5% | Added |
| Paradigm Asset Management Co LLC | 15,900 | $1.30M | 0.37% | −800−4.8% | Reduced |
| 1st Source Bank | 15,900 | $1.30M | 0.09% | 00.0% | Unchanged |
| Spire Wealth Management | 15,917 | $1.30M | 0.05% | +3,978+33.3% | Added |
| Allen Investment Management LLC | 16,004 | $1.31M | 0.02% | −10.0% | Reduced |
| Argus Investors' Counsel, Inc. | 16,100 | $1.31M | 0.95% | −520−3.1% | Reduced |
| Vident Advisory, LLC | 16,111 | $1.32M | 0.04% | +16,111 | New |
| United Capital Financial Advisers, LLC | 16,180 | $1.32M | 0.01% | −1,744−9.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 16,224 | $1.33M | 0.54% | +5,245+47.8% | Added |