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 |
|---|---|---|---|---|---|
| Kennedy Investment Group | 2,601 | $212.4K | 0.13% | +10+0.4% | Added |
| Congress Park Capital LLC | 2,600 | $212.3K | 0.12% | −50−1.9% | Reduced |
| PFG Advisors | 2,596 | $212.0K | 0.02% | +196+8.2% | Added |
| Highlander Capital Management, LLC | 2,600 | $212.0K | 0.08% | +100+4.0% | Added |
| Masso Torrence Wealth Management Inc. | 2,595 | $211.9K | 0.16% | −2,132−45.1% | Reduced |
| Oakworth Capital, Inc. | 2,593 | $211.8K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,590 | $211.5K | 0.02% | +104+4.2% | Added |
| Lifestyle Asset Management, Inc. | 2,570 | $209.9K | 0.13% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,602 | $208.5K | 0.09% | +51+2.0% | Added |
| WSFS Capital Management, LLC | 2,544 | $207.8K | 0.01% | +2,544 | New |
| Planned Solutions, Inc. | 2,530 | $206.6K | 0.12% | −242−8.7% | Reduced |
| Doheny Asset Management | 2,523 | $206.0K | 0.20% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,522 | $206.0K | 0.14% | +10.0% | Added |
| One Wealth Advisors, LLC | 2,522 | $205.9K | 0.05% | +2,522 | New |
| Welch Group, LLC | 2,519 | $205.7K | 0.01% | −69−2.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,500 | $205.0K | 0.10% | 00.0% | Unchanged |
| Gratus Capital LLC | 2,506 | $204.7K | 0.01% | +2,506 | New |
| Independence Bank of Kentucky | 2,504 | $204.5K | 0.09% | +405+19.3% | Added |
| Beck Mack & Oliver LLC | 2,500 | $204.2K | 0.01% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,488 | $203.2K | 0.04% | +4+0.2% | Added |
| Baker Avenue Asset Management, LP | 2,477 | $202.3K | 0.01% | +2+0.1% | Added |
| N.E.W. Advisory Services LLC | 2,477 | $202.3K | 0.03% | −85−3.3% | Reduced |
| Thrive Wealth Management, LLC | 2,470 | $201.7K | 0.05% | −68−2.7% | Reduced |
| Norway Savings Bank | 2,453 | $200.3K | 0.10% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,424 | $198.0K | 0.11% | −35−1.4% | Reduced |
| Atlas Capital Advisors LLC | 2,416 | $197.3K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,409 | $196.7K | 0.02% | −116−4.6% | Reduced |
| Deseret Mutual Benefit Administrators | 2,396 | $195.7K | 0.10% | −172−6.7% | Reduced |
| Sutton Wealth Advisors Inc. | 2,377 | $194.1K | 0.10% | +61+2.6% | Added |
| Sandy Spring Bank | 2,364 | $193.1K | 0.01% | −178−7.0% | Reduced |
| Glassman Wealth Services | 2,362 | $192.9K | 0.03% | +57+2.5% | Added |
| GHP Investment Advisors, Inc. | 2,443 | $190.0K | 0.01% | +142+6.2% | Added |
| Grove Bank & Trust | 2,323 | $189.7K | 0.04% | +559+31.7% | Added |
| AXS Investments LLC | 2,304 | $188.2K | 0.05% | −1,376−37.4% | Reduced |
| Optimum Investment Advisors | 2,301 | $187.9K | 0.10% | +10.0% | Added |
| Baystate Wealth Management LLC | 2,287 | $186.8K | 0.02% | +181+8.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,266 | $185.1K | 0.00% | +66+3.0% | Added |
| Motco | 2,259 | $184.5K | 0.01% | +76+3.5% | Added |
| PSI Advisors, LLC | 2,238 | $182.8K | 0.08% | +1,200+115.6% | Added |
| Exchange Traded Concepts, LLC | 2,192 | $179.0K | 0.01% | −82,529−97.4% | Reduced |
| Macroview Investment Management LLC | 2,182 | $178.2K | 0.24% | +2,182 | New |
| Harbour Investments, Inc. | 2,137 | $174.5K | 0.01% | −53−2.4% | Reduced |
| Boyd Watterson Asset Management LLC | 2,126 | $173.6K | 0.08% | −4−0.2% | Reduced |
| Carmel Capital Partners, LLC | 2,107 | $172.1K | 0.08% | +516+32.4% | Added |
| Blue Bell Private Wealth Management, LLC | 2,107 | $172.1K | 0.05% | +318+17.8% | Added |
| Emfo, LLC | 2,000 | $163.3K | 0.15% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,899 | $155.0K | 0.02% | +14+0.7% | Added |
| M&R Capital Management Inc | 1,894 | $154.7K | 0.04% | −574−23.3% | Reduced |
| Brown Shipley& Co Ltd | 1,874 | $153.1K | 0.08% | 00.0% | Unchanged |
| United Community Bank | 1,858 | $151.7K | 0.07% | +1,858 | New |
| Harvest Fund Management Co., Ltd | 1,848 | $151.0K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,804 | $147.3K | 0.04% | 00.0% | Unchanged |
| Headinvest, LLC | 1,802 | $144.9K | 0.03% | +1,802 | New |
| Godsey & Gibb Associates | 1,700 | $138.8K | 0.02% | −211−11.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,663 | $135.8K | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,660 | $135.6K | 0.01% | −326,068−99.5% | Reduced |
| Castleview Partners, LLC | 1,612 | $131.7K | 0.12% | +11+0.7% | Added |
| Thompson Investment Management, Inc. | 1,562 | $127.6K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,548 | $126.4K | 0.01% | +1,370+769.7% | Added |
| Piscataqua Savings Bank | 1,538 | $125.6K | 0.11% | 00.0% | Unchanged |
| Cutler Group LP | 1,540 | $125.0K | 0.02% | −1,765−53.4% | Reduced |
| Proequities, Inc. | 1,526 | $124.6K | 0.01% | −252−14.2% | Reduced |
| Bogart Wealth, LLC | 1,520 | $124.1K | 0.01% | −105−6.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,548 | $124.0K | 0.09% | −57−3.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $123.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,500 | $122.5K | 0.04% | 00.0% | Unchanged |
| Rogco, LP | 1,462 | $119.4K | 0.06% | +1,462 | New |
| PFG Private Wealth Management, LLC | 1,449 | $118.3K | 0.09% | −266−15.5% | Reduced |
| Riverview Trust Co | 1,422 | $116.1K | 0.10% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,418 | $115.8K | 0.03% | +14+1.0% | Added |
| Roble, Belko & Company, Inc | 1,405 | $115.0K | 0.02% | −48−3.3% | Reduced |
| FinTrust Capital Advisors, LLC | 1,378 | $112.5K | 0.03% | +261+23.4% | Added |
| Washington Trust Advisors, Inc. | 1,362 | $111.2K | 0.01% | −4−0.3% | Reduced |
| Silvant Capital Management LLC | 1,357 | $110.8K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,334 | $108.9K | 0.01% | −251−15.8% | Reduced |
| Credential Qtrade Securities Inc. | 1,316 | $107.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,280 | $104.5K | 0.00% | −280−17.9% | Reduced |
| Armstrong Advisory Group, Inc | 1,255 | $102.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,245 | $101.7K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,233 | $101.0K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,220 | $99.6K | 0.05% | +1,220 | New |
| Register Financial Advisors LLC | 1,214 | $99.2K | 0.07% | +25+2.1% | Added |
| Resources Management Corp | 1,215 | $99.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,191 | $97.3K | 0.01% | +30+2.6% | Added |
| Hanson & Doremus Investment Management | 1,186 | $97.0K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,184 | $96.7K | 0.03% | −28−2.3% | Reduced |
| Paladin Advisory Group, LLC | 1,156 | $94.4K | 0.08% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,146 | $93.6K | 0.01% | −76−6.2% | Reduced |
| Tradition Wealth Management, LLC | 1,143 | $93.0K | 0.01% | −306−21.1% | Reduced |
| Johnson Financial Group, Inc. | 1,132 | $92.5K | 0.01% | −1,037−47.8% | Reduced |
| West Paces Advisors Inc. | 1,130 | $92.3K | 0.03% | −207−15.5% | Reduced |
| Tobam | 1,074 | $88.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,058 | $87.0K | 0.01% | −32−2.9% | Reduced |
| Pathway Financial Advisers, LLC | 1,044 | $85.3K | 0.04% | +1,044 | New |
| Ulland Investment Advisors, LLC | 1,041 | $85.0K | 0.09% | −167−13.8% | Reduced |
| Global Financial Private Client, LLC | 1,050 | $84.4K | 0.04% | 00.0% | Unchanged |
| Centennial Bank | 1,031 | $84.2K | 0.06% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,024 | $83.6K | 0.03% | +150+17.2% | Added |
| Arlington Trust Co LLC | 1,024 | $83.6K | 0.03% | +1,024 | New |
| SOA Wealth Advisors, LLC. | 1,009 | $82.4K | 0.02% | +2+0.2% | Added |