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 |
|---|---|---|---|---|---|
| King Wealth | 4,545 | $371.0K | 0.08% | −68−1.5% | Reduced |
| DT Investment Partners, LLC | 4,536 | $370.5K | 0.04% | 00.0% | Unchanged |
| Oak Thistle LLC | 4,522 | $369.3K | 0.11% | +4,522 | New |
| Wagner Wealth Management, LLC | 4,521 | $369.3K | 0.14% | +121+2.8% | Added |
| STAR Financial Bank | 4,515 | $368.7K | 0.38% | −275−5.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,511 | $368.0K | 0.16% | −242−5.1% | Reduced |
| Operose Advisors LLC | 4,470 | $365.1K | 0.14% | +959+27.3% | Added |
| Baron Wealth Management LLC | 4,462 | $364.4K | 0.23% | +20.0% | Added |
| Zions Bancorporation, N.A. | 4,461 | $364.3K | 0.03% | −29−0.6% | Reduced |
| Sage Mountain Advisors LLC | 4,452 | $363.6K | 0.05% | −707−13.7% | Reduced |
| Continuum Advisory, LLC | 4,411 | $360.2K | 0.06% | +221+5.3% | Added |
| Alpha Family Trust | 4,405 | $359.8K | 0.27% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 4,400 | $359.3K | 0.04% | +1,500+51.7% | Added |
| First County Bank | 4,394 | $358.9K | 0.19% | −710−13.9% | Reduced |
| Allred Capital Management, LLC | 4,383 | $358.0K | 0.18% | +297+7.3% | Added |
| Fortem Financial Group, LLC | 4,378 | $357.6K | 0.21% | −424−8.8% | Reduced |
| Shepherd Financial Partners LLC | 4,347 | $355.0K | 0.06% | +198+4.8% | Added |
| Mill Creek Capital Advisors, LLC | 4,344 | $354.8K | 0.01% | −732−14.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,336 | $354.1K | 0.02% | +169+4.1% | Added |
| Kaizen Financial Strategies | 4,325 | $353.2K | 0.30% | −343−7.3% | Reduced |
| Syon Capital LLC | 4,308 | $351.9K | 0.04% | +4,308 | New |
| Smithfield Trust Co | 4,254 | $350.0K | 0.02% | −340−7.4% | Reduced |
| American National Bank | 4,276 | $349.2K | 0.06% | −1,407−24.8% | Reduced |
| Waddell & Associates, LLC | 4,271 | $348.8K | 0.05% | −101−2.3% | Reduced |
| Quantum Financial Advisors, LLC | 4,262 | $348.1K | 0.10% | +692+19.4% | Added |
| Garde Capital, Inc. | 4,254 | $347.0K | 0.03% | +46+1.1% | Added |
| Powell Investment Advisors, LLC | 4,212 | $344.0K | 0.21% | +41+1.0% | Added |
| Skba Capital Management LLC | 4,150 | $338.9K | 0.06% | −1,100−21.0% | Reduced |
| Alliance Wealth Advisors, LLC | 4,133 | $337.5K | 0.24% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 4,131 | $337.4K | 0.01% | +182+4.6% | Added |
| Grandfield & Dodd, LLC | 4,128 | $337.1K | 0.02% | 00.0% | Unchanged |
| Aspiriant, LLC | 4,124 | $336.9K | 0.02% | +880+27.1% | Added |
| Freestone Capital Holdings, LLC | 4,095 | $334.4K | 0.02% | −171−4.0% | Reduced |
| Destination Wealth Management | 4,090 | $334.0K | 0.01% | −71−1.7% | Reduced |
| Samalin Investment Counsel, LLC | 4,090 | $334.0K | 0.19% | −245−5.7% | Reduced |
| Morningstar Investment Management LLC | 4,058 | $331.0K | 0.05% | +553+15.8% | Added |
| CNB Bank | 4,050 | $330.8K | 0.19% | −249−5.8% | Reduced |
| Wealth Alliance | 4,036 | $329.7K | 0.05% | −553−12.1% | Reduced |
| Autumn Glory Partners, LLC | 4,005 | $327.1K | 0.20% | +4,005 | New |
| Platte River Wealth Advisors, LLC | 3,995 | $326.3K | 0.12% | +132+3.4% | Added |
| Centric Wealth Management | 3,988 | $325.7K | 0.14% | +2+0.1% | Added |
| Eastern Bank | 3,977 | $324.8K | 0.02% | −14−0.4% | Reduced |
| Missouri Trust & Investment Co | 3,975 | $324.6K | 0.15% | −86−2.1% | Reduced |
| First Financial Corp | 3,962 | $323.6K | 0.19% | +3,227+439.0% | Added |
| Forte Capital LLC | 3,940 | $321.8K | 0.05% | +422+12.0% | Added |
| Eudaimonia Partners, LLC | 3,938 | $321.6K | 0.08% | +18+0.5% | Added |
| Farmers National Bank | 3,913 | $319.6K | 0.11% | −132−3.3% | Reduced |
| Exencial Wealth Advisors, LLC | 3,902 | $318.7K | 0.02% | −1,313−25.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,884 | $317.2K | 0.08% | +31+0.8% | Added |
| Regal Investment Advisors LLC | 3,880 | $316.9K | 0.03% | −23−0.6% | Reduced |
| Rosenberg Matthew Hamilton | 3,854 | $314.8K | 0.10% | −68−1.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,839 | $313.5K | 0.00% | +200+5.5% | Added |
| Miracle Mile Advisors, LLC | 3,836 | $313.3K | 0.01% | −84−2.1% | Reduced |
| Meeder Asset Management Inc | 3,834 | $313.1K | 0.02% | −79−2.0% | Reduced |
| Park National Corp | 3,818 | $311.8K | 0.01% | −71−1.8% | Reduced |
| Park Place Capital Corp | 3,802 | $310.5K | 0.09% | +1,368+56.2% | Added |
| Altus Wealth Group LLC | 3,779 | $308.6K | 0.20% | −28−0.7% | Reduced |
| MCF Advisors LLC | 3,777 | $308.5K | 0.03% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3,769 | $307.8K | 0.04% | −83−2.2% | Reduced |
| Overbrook Management Corp | 3,764 | $307.4K | 0.07% | 00.0% | Unchanged |
| RMR Wealth Builders | 3,757 | $306.9K | 0.05% | −202−5.1% | Reduced |
| L2 Asset Management, LLC | 71 | $305.9K | 0.15% | −3,295−97.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,741 | $305.5K | 0.21% | +49+1.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,740 | $305.4K | 0.24% | −31−0.8% | Reduced |
| Hollencrest Capital Management | 3,733 | $304.9K | 0.03% | +3+0.1% | Added |
| Farther Finance Advisors, LLC | 3,726 | $304.3K | 0.05% | −943−20.2% | Reduced |
| Davidson Investment Advisors | 3,724 | $304.1K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 3,707 | $302.8K | 0.07% | +13+0.4% | Added |
| Independent Financial Group, LLC | 3,692 | $301.5K | 0.02% | +273+8.0% | Added |
| Cape Cod Five Cents Savings Bank | 3,678 | $300.4K | 0.02% | +3,678 | New |
| West Family Investments, Inc. | 3,677 | $300.3K | 0.10% | −1,000−21.4% | Reduced |
| First Financial Bank - Trust Division | 3,663 | $299.2K | 0.03% | −21−0.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,654 | $298.4K | 0.04% | +534+17.1% | Added |
| Granger Management LLC | 3,646 | $297.8K | 0.13% | −235−6.1% | Reduced |
| Acadian Asset Management LLC | 3,661 | $297.0K | 0.00% | −205,940−98.3% | Reduced |
| Frisch Financial Group, Inc. | 3,637 | $297.0K | 0.12% | −15−0.4% | Reduced |
| Johnson Investment Counsel Inc | 3,632 | $296.7K | 0.00% | +418+13.0% | Added |
| KG&L Capital Management,LLC | 3,605 | $294.4K | 0.14% | −1,159−24.3% | Reduced |
| Alta Advisers Ltd | 3,600 | $294.0K | 0.17% | 00.0% | Unchanged |
| Alerus Financial NA | 3,594 | $293.5K | 0.03% | −10−0.3% | Reduced |
| BLB&B Advisors, LLC | 3,593 | $293.4K | 0.02% | −65−1.8% | Reduced |
| Hoylecohen, LLC | 3,589 | $293.1K | 0.03% | +125+3.6% | Added |
| Measured Wealth Private Client Group, LLC | 3,579 | $292.3K | 0.12% | +29+0.8% | Added |
| Duncker Streett & Co Inc | 3,571 | $291.6K | 0.07% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,567 | $291.3K | 0.03% | −1,141−24.2% | Reduced |
| Cohen & Steers, Inc. | 3,553 | $290.0K | 0.00% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 3,547 | $289.7K | 0.01% | +1,100+45.0% | Added |
| Nwam LLC | 3,533 | $288.6K | 0.03% | −291−7.6% | Reduced |
| Advisory Research Inc | 3,519 | $287.4K | 0.04% | +1,054+42.8% | Added |
| City State Bank | 3,500 | $286.0K | 0.16% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,485 | $284.6K | 0.02% | +3,485 | New |
| Wallace Advisory Group, LLC | 3,322 | $283.7K | 0.20% | +46+1.4% | Added |
| Gryphon Financial Partners LLC | 3,444 | $281.3K | 0.07% | −1,676−32.7% | Reduced |
| Apriem Advisors | 3,436 | $280.6K | 0.04% | +300+9.6% | Added |
| Cable Hill Partners, LLC | 3,427 | $279.9K | 0.04% | −1,654−32.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 3,389 | $276.8K | 0.07% | −343−9.2% | Reduced |
| Advus Financial Partners, LLC | 3,377 | $275.8K | 0.11% | +414+14.0% | Added |
| Bedel Financial Consulting, Inc. | 3,374 | $275.6K | 0.06% | −125−3.6% | Reduced |
| Bedel Financial Consulting Inc | 3,374 | $275.6K | 0.06% | +3,374 | New |
| Raab & Moskowitz Asset Management LLC | 3,373 | $275.5K | 0.10% | +421+14.3% | Added |