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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 3,370 | $275.2K | 0.00% | −3,264−49.2% | Reduced |
| First Affirmative Financial Network | 3,360 | $274.5K | 0.27% | +1,018+43.5% | Added |
| Delta Financial Group, Inc. | 3,349 | $273.0K | 0.09% | +3,349 | New |
| Journey Advisory Group, LLC | 3,337 | $272.6K | 0.04% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 3,336 | $272.5K | 0.02% | +3,336 | New |
| Jackson Square Capital, LLC | 3,333 | $272.2K | 0.11% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 3,327 | $271.7K | 0.03% | −3,409−50.6% | Reduced |
| Janney Capital Management LLC | 3,323 | $271.0K | 0.02% | 00.0% | Unchanged |
| Owen LaRue, LLC | 3,310 | $270.3K | 0.30% | −1,246−27.3% | Reduced |
| Marathon Capital Management | 3,307 | $270.1K | 0.07% | +30+0.9% | Added |
| Valley National Advisers Inc | 3,298 | $269.0K | 0.05% | +190+6.1% | Added |
| Richwood Investment Advisors, LLC | 3,293 | $268.9K | 0.27% | −56−1.7% | Reduced |
| Bank of Hawaii | 3,288 | $268.5K | 0.02% | −3,068−48.3% | Reduced |
| JGP Wealth Management, LLC | 3,273 | $267.3K | 0.04% | −63−1.9% | Reduced |
| Crawford Investment Counsel Inc | 3,267 | $266.8K | 0.01% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 3,250 | $265.4K | 0.05% | −3,062−48.5% | Reduced |
| Guerra Pan Advisors, LLC | 3,239 | $264.5K | 0.31% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,221 | $263.1K | 0.07% | +4+0.1% | Added |
| Bridgewater Associates, LP | 3,203 | $261.6K | 0.00% | +3,203 | New |
| Wimmer Associates 1, LLC | 3,188 | $260.4K | 0.16% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 3,185 | $260.1K | 0.02% | −290−8.3% | Reduced |
| Manchester Capital Management LLC | 3,185 | $260.1K | 0.04% | +187+6.2% | Added |
| Avestar Capital, LLC | 3,185 | $260.1K | 0.04% | +522+19.6% | Added |
| Bank of Stockton | 3,600 | $259.5K | 0.10% | +3,600 | New |
| Farmers & Merchants Trust Co of Long Beach | 3,172 | $259.1K | 0.08% | +182+6.1% | Added |
| Strait & Sound Wealth Management LLC | 3,169 | $258.8K | 0.22% | +40+1.3% | Added |
| SOL Capital Management CO | 3,120 | $255.0K | 0.04% | +120+4.0% | Added |
| Focus Financial Network, Inc. | 3,119 | $254.7K | 0.01% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 3,102 | $253.3K | 0.08% | −201−6.1% | Reduced |
| Bluefin Capital Management, LLC | 3,100 | $253.2K | 0.02% | +3,100 | New |
| Moloney Securities Asset Management, LLC | 3,088 | $252.2K | 0.05% | +102+3.4% | Added |
| Objective Capital Management, LLC | 3,082 | $251.7K | 0.22% | −52−1.7% | Reduced |
| Private Asset Management Inc | 3,082 | $251.7K | 0.06% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 3,052 | $249.3K | 0.01% | +114+3.9% | Added |
| Integrated Investment Consultants, LLC | 3,047 | $248.8K | 0.09% | −611−16.7% | Reduced |
| Coastal Investment Advisors, Inc. | 2,911 | $248.6K | 0.06% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 3,036 | $247.8K | 0.20% | +152+5.3% | Added |
| Private Capital Management LLC | 3,031 | $247.5K | 0.07% | +275+10.0% | Added |
| Wrapmanager Inc | 3,025 | $247.1K | 0.08% | +250+9.0% | Added |
| Manchester Financial Inc | 3,023 | $246.9K | 0.07% | −205−6.4% | Reduced |
| Five Oceans Advisors | 3,019 | $246.6K | 0.16% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3,068 | $246.4K | 0.09% | +46+1.5% | Added |
| Pinebridge Investments, L.P. | 3,010 | $245.8K | 0.00% | −2,272−43.0% | Reduced |
| Trilogy Capital Inc. | 3,007 | $245.6K | 0.02% | −41−1.3% | Reduced |
| Fortis Group Advisors, LLC | 2,794 | $245.3K | 0.08% | +15+0.5% | Added |
| Atomi Financial Group, Inc. | 3,000 | $245.0K | 0.08% | +3,000 | New |
| Hotchkis & Wiley Capital Management LLC | 3,000 | $245.0K | 0.00% | −200−6.3% | Reduced |
| Spirit of America Management Corp | 3,000 | $245.0K | 0.06% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 2,994 | $245.0K | 0.18% | +16+0.5% | Added |
| Navis Wealth Advisors, LLC | 2,992 | $244.4K | 0.35% | +130+4.5% | Added |
| Stiles Financial Services Inc | 2,988 | $244.0K | 0.13% | −34−1.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 2,959 | $241.7K | 0.07% | −299−9.2% | Reduced |
| Enterprise Financial Services Corp | 2,951 | $241.0K | 0.17% | +108+3.8% | Added |
| NBW Capital LLC | 2,950 | $240.9K | 0.06% | −75−2.5% | Reduced |
| Tributary Capital Management, LLC | 2,950 | $240.9K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,908 | $237.5K | 0.17% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,906 | $237.3K | 0.00% | −43−1.5% | Reduced |
| Vantage Consulting Group Inc | 2,902 | $237.0K | 0.16% | +60+2.1% | Added |
| Syntax Advisors, LLC | 2,902 | $237.0K | 0.21% | +60+2.1% | Added |
| Gyroscope Capital Management Group, LLC | 2,900 | $236.8K | 0.05% | +200+7.4% | Added |
| Omnia Family Wealth, LLC | 2,894 | $236.4K | 0.15% | −1,900−39.6% | Reduced |
| Keystone Financial Group | 2,886 | $235.7K | 0.04% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,868 | $234.2K | 0.06% | −100−3.4% | Reduced |
| Keel Point, LLC | 2,861 | $233.7K | 0.03% | −264−8.4% | Reduced |
| Apexium Financial, LP | 2,836 | $231.6K | 0.02% | −68−2.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,830 | $231.1K | 0.08% | −453−13.8% | Reduced |
| Kingfisher Capital LLC | 2,826 | $231.0K | 0.06% | 00.0% | Unchanged |
| Windsor Group LTD | 2,823 | $231.0K | 0.04% | +3+0.1% | Added |
| Prelude Capital Management, LLC | 2,825 | $230.7K | 0.02% | +2,825 | New |
| Girard Partners Ltd. | 2,822 | $230.5K | 0.03% | +10+0.4% | Added |
| Bragg Financial Advisors, Inc | 2,821 | $230.4K | 0.01% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 2,810 | $229.5K | 0.02% | +2,810 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,809 | $229.4K | 0.12% | +2,809 | New |
| Perfromance Wealth Partners, LLC | 2,798 | $228.5K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2,797 | $228.4K | 0.07% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,793 | $228.1K | 0.02% | −69−2.4% | Reduced |
| DGS Capital Management, LLC | 2,770 | $226.3K | 0.11% | −489−15.0% | Reduced |
| Eagle Strategies LLC | 2,763 | $225.7K | 0.06% | +10.0% | Added |
| Willow Creek Wealth Management Inc. | 2,763 | $225.7K | 0.03% | +10.0% | Added |
| Pinnacle Financial Partners Inc | 2,761 | $225.5K | 0.01% | −593−17.7% | Reduced |
| Fulcrum Capital LLC | 2,759 | $225.3K | 0.07% | +2,759 | New |
| Key Financial Inc | 2,754 | $225.0K | 0.08% | +3+0.1% | Added |
| Pathway Financial Advisors LLC | 2,737 | $223.5K | 0.08% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 2,720 | $222.2K | 0.20% | +2,720 | New |
| Broadleaf Partners, LLC | 2,719 | $222.1K | 0.07% | 00.0% | Unchanged |
| Associated Banc-Corp | 2,712 | $221.5K | 0.01% | −37−1.3% | Reduced |
| Glen Eagle Advisors, LLC | 2,710 | $221.3K | 0.05% | −238−8.1% | Reduced |
| True North Advisors, LLC | 2,709 | $221.2K | 0.07% | −813−23.1% | Reduced |
| Reik & Co., LLC | 2,703 | $220.8K | 0.06% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 2,700 | $220.5K | 0.05% | +2,700 | New |
| St Germain D J Co Inc | 2,698 | $220.3K | 0.01% | −1,032−27.7% | Reduced |
| Summit Global Investments | 2,692 | $220.0K | 0.01% | +129+5.0% | Added |
| Insigneo Advisory Services, LLC | 2,684 | $219.2K | 0.04% | −10,273−79.3% | Reduced |
| Argent Advisors, Inc. | 2,680 | $218.9K | 0.10% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,650 | $216.4K | 0.07% | +2,650 | New |
| Wellington Shields Capital Management, LLC | 2,637 | $215.4K | 0.03% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,636 | $215.3K | 0.09% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,635 | $215.2K | 0.02% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2,628 | $214.6K | 0.03% | 00.0% | Unchanged |
| Rational Advisors LLC | 2,622 | $214.1K | 0.02% | −598−18.6% | Reduced |