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 |
|---|---|---|---|---|---|
| Pacitti Group Inc. | 6,026 | $492.1K | 0.34% | +304+5.3% | Added |
| Eagle Rock Investment Company, LLC | 6,000 | $490.0K | 0.11% | −3,000−33.3% | Reduced |
| Red Lighthouse Investment Management, LLC | 5,993 | $489.4K | 0.23% | +43+0.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 5,992 | $489.4K | 0.02% | −9,044−60.1% | Reduced |
| Chapin Davis, Inc. | 5,986 | $488.9K | 0.23% | −25−0.4% | Reduced |
| Advisors Capital Management, LLC | 5,969 | $488.0K | 0.01% | −160−2.6% | Reduced |
| Wharton Business Group, LLC | 5,939 | $485.0K | 0.03% | −85−1.4% | Reduced |
| Roundview Capital LLC | 5,920 | $483.5K | 0.05% | −735−11.0% | Reduced |
| Legacy Capital Group California, Inc. | 5,920 | $483.5K | 0.21% | +50+0.9% | Added |
| Beta Wealth Group, Inc. | 5,904 | $482.2K | 0.29% | +104+1.8% | Added |
| Ronald Blue Trust, Inc. | 5,624 | $481.0K | 0.01% | +1,315+30.5% | Added |
| Buffington Mohr McNeal | 5,875 | $479.8K | 0.11% | +3,200+119.6% | Added |
| Strategy Asset Managers LLC | 5,849 | $477.7K | 0.12% | −8,853−60.2% | Reduced |
| Benjamin Edwards Inc | 5,820 | $475.0K | 0.11% | +5,212+857.2% | Added |
| Lavaca Capital LLC | 5,794 | $473.2K | 0.17% | +2,325+67.0% | Added |
| Essex Financial Services, Inc. | 5,787 | $472.6K | 0.05% | +82+1.4% | Added |
| Rosenblum Silverman Sutton S F Inc | 5,772 | $471.4K | 0.16% | 00.0% | Unchanged |
| Brown Capital Management LLC | 5,762 | $470.6K | 0.01% | −558−8.8% | Reduced |
| Heritage Wealth Advisors | 5,759 | $470.3K | 0.03% | +7+0.1% | Added |
| Maven Securities LTD | 5,749 | $469.5K | 0.05% | −2,069−26.5% | Reduced |
| Prestige Wealth Management Group LLC | 5,718 | $467.0K | 0.12% | +3,449+152.0% | Added |
| Wealth Effects LLC | 5,705 | $465.9K | 0.23% | +10.0% | Added |
| Westover Capital Advisors, LLC | 5,700 | $465.5K | 0.17% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5,694 | $465.0K | 0.05% | +5,694 | New |
| Adirondack Trust Co | 5,692 | $464.8K | 0.23% | −17−0.3% | Reduced |
| Granite Bay Wealth Management, LLC | 5,300 | $463.0K | 0.00% | +5,300 | New |
| Catalyst Financial Partners LLC | 5,665 | $462.7K | 0.15% | +438+8.4% | Added |
| Bell Bank | 5,663 | $462.5K | 0.05% | +603+11.9% | Added |
| Berger Financial Group, Inc | 5,651 | $461.5K | 0.05% | −125−2.2% | Reduced |
| Strategic Investment Advisors | 5,649 | $461.3K | 0.08% | −56−1.0% | Reduced |
| Bank of Nova Scotia Trust Co | 5,641 | $460.7K | 0.05% | +18+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,628 | $459.0K | 0.02% | −802−12.5% | Reduced |
| BSW Wealth Partners | 5,608 | $458.0K | 0.10% | +358+6.8% | Added |
| Lindbrook Capital, LLC | 5,606 | $457.8K | 0.05% | +563+11.2% | Added |
| Arkadios Wealth Advisors | 5,576 | $455.4K | 0.04% | +2,152+62.9% | Added |
| Legacy Financial Advisors, Inc. | 5,561 | $454.1K | 0.09% | −92−1.6% | Reduced |
| LS Investment Advisors, LLC | 5,550 | $453.3K | 0.09% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 5,549 | $453.2K | 0.03% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 5,532 | $451.8K | 0.11% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,530 | $451.6K | 0.06% | −154−2.7% | Reduced |
| Portman Square Capital LLP | 5,506 | $449.7K | 0.06% | +5,506 | New |
| Strategic Wealth Partners, Ltd. | 5,506 | $449.7K | 0.06% | +244+4.6% | Added |
| Boston Financial Mangement LLC | 5,486 | $448.0K | 0.02% | +14+0.3% | Added |
| Financial Advisors, LLC | 5,480 | $447.6K | 0.11% | +4+0.1% | Added |
| Lee Financial Co | 5,464 | $446.2K | 0.08% | +5,303+3,293.8% | Added |
| Kovack Advisors, Inc. | 5,450 | $445.1K | 0.06% | +70+1.3% | Added |
| Riverwater Partners LLC | 5,430 | $443.5K | 0.40% | +561+11.5% | Added |
| Ausdal Financial Partners, Inc. | 5,400 | $441.0K | 0.06% | −192−3.4% | Reduced |
| Silvia McColl Wealth Management, LLC | 5,315 | $434.1K | 0.43% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 5,682 | $433.5K | 0.08% | +868+18.0% | Added |
| Cambridge Trust Co | 5,273 | $430.6K | 0.02% | −631−10.7% | Reduced |
| PDS Planning, Inc | 5,268 | $430.2K | 0.06% | +58+1.1% | Added |
| X-Square Capital, LLC | 5,021 | $429.0K | 0.29% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 5,242 | $428.0K | 0.22% | −51−1.0% | Reduced |
| RFG Advisory, LLC | 5,239 | $427.8K | 0.02% | −375−6.7% | Reduced |
| Integris Wealth Management, LLC | 5,231 | $427.2K | 0.14% | +212+4.2% | Added |
| Peoples Bank | 5,205 | $425.1K | 0.28% | +545+11.7% | Added |
| Clearstead Advisors, LLC | 5,191 | $424.0K | 0.03% | −428−7.6% | Reduced |
| First Interstate Bank | 5,150 | $420.6K | 0.04% | −200−3.7% | Reduced |
| Pinnacle Bancorp, Inc. | 5,136 | $419.5K | 0.15% | +478+10.3% | Added |
| Rehmann Capital Advisory Group | 5,121 | $418.3K | 0.04% | −558−9.8% | Reduced |
| Cornerstone Wealth Management, LLC | 5,095 | $416.1K | 0.04% | +229+4.7% | Added |
| SlateStone Wealth, LLC | 5,092 | $416.0K | 0.06% | +530+11.6% | Added |
| Strategic Financial Services, Inc, | 5,082 | $415.0K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 5,070 | $414.1K | 0.01% | +146+3.0% | Added |
| Western Wealth Management, LLC | 5,069 | $414.0K | 0.03% | −1,591−23.9% | Reduced |
| Arcataur Capital Management LLC | 5,067 | $413.8K | 0.17% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,029 | $410.7K | 0.09% | −292−5.5% | Reduced |
| C2C Wealth Management, LLC | 5,121 | $409.8K | 0.06% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 4,994 | $408.0K | 0.09% | +1,401+39.0% | Added |
| Colonial River Wealth Management, LLC | 4,987 | $407.3K | 0.27% | +4,987 | New |
| Allstate Corp | 4,986 | $407.2K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 4,968 | $406.0K | 0.05% | −4,971−50.0% | Reduced |
| Fort Washington Investment Advisors Inc | 4,968 | $405.7K | 0.00% | −1,500−23.2% | Reduced |
| Executive Wealth Group LLC | 4,963 | $405.3K | 0.29% | +48+1.0% | Added |
| Tiemann Investment Advisors, LLC | 4,961 | $405.2K | 0.22% | 00.0% | Unchanged |
| Davis R M Inc | 4,948 | $404.0K | 0.01% | 00.0% | Unchanged |
| ASB Consultores, LLC | 4,906 | $400.7K | 0.16% | −1,104−18.4% | Reduced |
| Main Street Financial Solutions, LLC | 4,834 | $394.8K | 0.06% | +118+2.5% | Added |
| Insight 2811, Inc. | 4,826 | $394.1K | 0.22% | −237−4.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,821 | $393.7K | 0.13% | +38+0.8% | Added |
| Arista Wealth Management, LLC | 4,815 | $393.2K | 0.15% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,814 | $393.2K | 0.01% | +323+7.2% | Added |
| Vivaldi Capital Management, LLC | 4,807 | $392.6K | 0.13% | +103+2.2% | Added |
| Tanager Wealth Management LLP | 4,804 | $392.3K | 0.08% | +52+1.1% | Added |
| Ropes Wealth Advisors LLC | 4,781 | $390.4K | 0.08% | +1,753+57.9% | Added |
| Hexagon Capital Partners LLC | 4,779 | $390.3K | 0.10% | +529+12.4% | Added |
| Ledyard National Bank | 4,741 | $387.2K | 0.04% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 4,736 | $386.8K | 0.09% | −22,204−82.4% | Reduced |
| Marcum Wealth, LLC | 4,734 | $386.6K | 0.05% | −60−1.3% | Reduced |
| Everhart Financial Group, Inc. | 4,734 | $386.6K | 0.16% | +381+8.8% | Added |
| IPG Investment Advisors LLC | 4,723 | $385.7K | 0.08% | +48+1.0% | Added |
| HBK Sorce Advisory LLC | 4,713 | $384.9K | 0.02% | −291−5.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,710 | $384.7K | 0.08% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 4,672 | $381.5K | 0.33% | +774+19.9% | Added |
| Beverly Hills Private Wealth, LLC | 4,666 | $381.1K | 0.11% | −73−1.5% | Reduced |
| Cantor Fitzgerald, L. P. | 4,660 | $380.6K | 0.01% | +1,862+66.5% | Added |
| Addison Advisors LLC | 4,608 | $376.3K | 0.18% | +21+0.5% | Added |
| RSM US Wealth Management LLC | 4,577 | $373.8K | 0.01% | +187+4.3% | Added |
| Viawealth, LLC | 4,548 | $371.4K | 0.27% | −257−5.3% | Reduced |