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
- 1,670
- +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
- 672 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 |
|---|---|---|---|---|---|
| Private Portfolio Partners LLC | 7,603 | $620.9K | 0.16% | +98+1.3% | Added |
| Voya Financial Advisors, Inc. | 7,492 | $615.8K | 0.08% | −134−1.8% | Reduced |
| Auto-Owners Insurance Co | 7,500 | $612.5K | 0.02% | 00.0% | Unchanged |
| Cooper Financial Group | 7,499 | $612.4K | 0.15% | −20−0.3% | Reduced |
| Claro Advisors LLC | 7,485 | $611.3K | 0.15% | +303+4.2% | Added |
| ING Groep NV | 7,484 | $611.2K | 0.01% | +7,484 | New |
| Shulman DeMeo Asset Management LLC | 7,429 | $606.7K | 0.20% | −996−11.8% | Reduced |
| Hilltop Holdings Inc. | 7,418 | $605.8K | 0.08% | −134−1.8% | Reduced |
| KLCM Advisors, Inc. | 7,410 | $605.2K | 0.11% | +46+0.6% | Added |
| Strategic Blueprint, LLC | 7,408 | $605.0K | 0.06% | +191+2.6% | Added |
| Americana Partners, LLC | 7,407 | $604.9K | 0.07% | +2,473+50.1% | Added |
| DFPG Investments, LLC | 8,148 | $604.5K | 0.06% | −3,105−27.6% | Reduced |
| Sentry Investment Management LLC | 7,382 | $603.0K | 0.29% | −1,788−19.5% | Reduced |
| Bremer Bank National Association | 7,356 | $600.8K | 0.12% | −205−2.7% | Reduced |
| Renaissance Investment Group LLC | 7,340 | $599.5K | 0.17% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 7,337 | $599.2K | 0.04% | +4,429+152.3% | Added |
| Personal Cfo Solutions, LLC | 7,317 | $597.6K | 0.12% | +152+2.1% | Added |
| Hills Bank & Trust Co | 7,304 | $596.5K | 0.07% | −40−0.5% | Reduced |
| LVW Advisors, LLC | 7,301 | $596.3K | 0.13% | +7,301 | New |
| Titleist Asset Management, LLC | 7,271 | $593.8K | 0.12% | +7,271 | New |
| Financial Management Professionals, Inc. | 7,239 | $591.0K | 0.10% | −360−4.7% | Reduced |
| Herold Advisors, Inc. | 7,231 | $590.5K | 0.18% | +3,447+91.1% | Added |
| Robotti Robert | 7,215 | $589.2K | 0.09% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 7,211 | $588.9K | 0.02% | +529+7.9% | Added |
| Mechanics Financial Corp | 7,201 | $588.1K | 0.32% | 00.0% | Unchanged |
| 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 |
| Hyman Charles D | 7,188 | $587.0K | 0.04% | +31+0.4% | Added |
| Empower Advisory Group, LLC | 7,174 | $585.9K | 0.00% | +49+0.7% | Added |
| BKD Wealth Advisors, LLC | 7,171 | $585.7K | 0.02% | −647−8.3% | Reduced |
| Penserra Capital Management LLC | 7,175 | $585.0K | 0.01% | −1,285−15.2% | Reduced |
| Mission Wealth Management, LP | 7,153 | $584.2K | 0.02% | +293+4.3% | Added |
| LexAurum Advisors, LLC | 7,128 | $582.1K | 0.17% | +7,128 | New |
| Welch & Forbes LLC | 7,116 | $581.2K | 0.01% | +155+2.2% | Added |
| Denali Advisors LLC | 7,100 | $579.9K | 0.20% | +7,100 | New |
| XY Capital Ltd | 7,080 | $578.2K | 0.53% | +7,080 | New |
| Sunbelt Securities, Inc. | 7,054 | $576.1K | 0.08% | +37+0.5% | Added |
| NBT Bank N A | 7,042 | $575.1K | 0.06% | +4,060+136.2% | Added |
| Orion Capital Management LLC | 7,019 | $573.2K | 0.37% | +2,599+58.8% | Added |
| Caerus Investment Advisors, LLC | 7,010 | $572.5K | 0.59% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 7,005 | $572.1K | 0.52% | −225−3.1% | Reduced |
| West Oak Capital, LLC | 6,997 | $571.0K | 0.28% | +240+3.6% | Added |
| Balentine LLC | 6,974 | $569.6K | 0.02% | −9−0.1% | Reduced |
| Texas Capital Bancshares Inc | 6,938 | $566.6K | 0.31% | +22+0.3% | Added |
| IFG Advisors, LLC | 6,932 | $566.1K | 0.20% | 00.0% | Unchanged |
| HM Payson & Co | 6,922 | $565.3K | 0.01% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 6,922 | $565.3K | 0.63% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 6,916 | $564.8K | 0.30% | −21−0.3% | Reduced |
| Breakwater Capital Group | 7,955 | $564.4K | 0.19% | +1,281+19.2% | Added |
| TriaGen Wealth Management LLC | 6,905 | $563.9K | 0.29% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6,844 | $559.0K | 0.02% | −682−9.1% | Reduced |
| AlphaCore Capital LLC | 6,822 | $557.2K | 0.09% | −211−3.0% | Reduced |
| Kingsview Wealth Management, LLC | 6,785 | $554.1K | 0.02% | +1,070+18.7% | Added |
| Concord Asset Management, LLC | 6,754 | $551.6K | 0.18% | +1,550+29.8% | Added |
| Los Angeles Capital Management LLC | 6,752 | $551.4K | 0.00% | −427−5.9% | Reduced |
| Lake Street Financial LLC | 6,686 | $549.6K | 0.10% | +43+0.6% | Added |
| Canton Hathaway, LLC | 6,725 | $549.0K | 0.17% | 00.0% | Unchanged |
| Graypoint LLC | 6,698 | $547.1K | 0.05% | +647+10.7% | Added |
| Empire Financial Management Company, LLC | 6,651 | $543.2K | 0.24% | +6,651 | New |
| Corton Capital Inc. | 6,629 | $541.4K | 0.27% | +133+2.0% | Added |
| Monograph Wealth Advisors, LLC | 6,620 | $540.7K | 0.11% | +6,620 | New |
| Bahl & Gaynor Inc | 6,613 | $540.1K | 0.00% | +1,234+22.9% | Added |
| Harbor Advisors LLC | 6,608 | $539.7K | 0.12% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 6,597 | $538.8K | 0.01% | +2,447+59.0% | Added |
| Arbor Investment Advisors, LLC | 6,570 | $536.6K | 0.09% | +15+0.2% | Added |
| 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 |
| Lee Danner & Bass Inc | 6,488 | $530.0K | 0.05% | 00.0% | Unchanged |
| Carlson Capital Management | 6,459 | $527.5K | 0.03% | +365+6.0% | Added |
| Parkside Financial Bank & Trust | 6,446 | $526.4K | 0.12% | +218+3.5% | Added |
| Somerville Kurt F | 6,440 | $526.0K | 0.11% | −200−3.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,437 | $525.8K | 0.04% | +10.0% | Added |
| DRW Securities, LLC | 6,432 | $525.0K | 0.04% | −3,875−37.6% | Reduced |
| Shufro Rose & Co LLC | 6,420 | $524.3K | 0.05% | −1,000−13.5% | Reduced |
| Visionary Wealth Advisors | 6,416 | $524.0K | 0.04% | +341+5.6% | Added |
| Burke & Herbert Bank & Trust Co | 6,409 | $523.4K | 0.42% | −943−12.8% | Reduced |
| Park Circle Co | 6,400 | $522.7K | 0.49% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 6,398 | $522.5K | 0.16% | +1,613+33.7% | Added |
| Brevan Howard Capital Management LP | 6,396 | $522.4K | 0.15% | +6,396 | New |
| KPP Advisory Services LLC | 6,373 | $520.5K | 0.17% | +6,373 | New |
| Waldron Private Wealth LLC | 6,307 | $515.1K | 0.03% | +85+1.4% | Added |
| HWG Holdings LP | 6,300 | $514.5K | 0.29% | −1,697−21.2% | Reduced |
| Lion Street Advisors, LLC | 6,293 | $514.0K | 0.17% | +6,293 | New |
| CFM Wealth Partners LLC | 6,292 | $513.9K | 0.13% | +1,708+37.3% | Added |
| Clifford Group, LLC | 6,280 | $512.9K | 0.56% | −592−8.6% | Reduced |
| Evergreen Capital Management LLC | 6,259 | $511.2K | 0.02% | +1,158+22.7% | Added |
| Levin Capital Strategies, L.P. | 6,250 | $510.4K | 0.06% | +6,250 | New |
| Wealthsource Partners, LLC | 6,247 | $510.2K | 0.03% | +562+9.9% | Added |
| Chicago Wealth Management, Inc. | 6,243 | $509.9K | 0.40% | 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 |
| Clear Harbor Asset Management, LLC | 6,213 | $507.4K | 0.05% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 6,166 | $503.6K | 0.01% | −562−8.4% | Reduced |
| Laidlaw Wealth Management LLC | 6,160 | $503.1K | 0.17% | −8,552−58.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 6,135 | $501.0K | 0.04% | +20.0% | Added |
| Anchor Investment Management, LLC | 6,090 | $497.4K | 0.06% | −377−5.8% | Reduced |
| Salzhauer Michael | 6,067 | $495.5K | 0.54% | −873−12.6% | Reduced |
| Cipher Capital LP | 6,052 | $494.3K | 0.35% | −37,017−85.9% | Reduced |
| Sippican Capital Advisors | 6,051 | $494.2K | 0.45% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,029 | $492.4K | 0.10% | −251−4.0% | Reduced |