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 |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 1,006 | $82.1K | 0.07% | +10+1.0% | Added |
| Citizens National Bank Trust Department | 1,000 | $81.7K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,000 | $81.7K | 0.04% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 987 | $80.6K | 0.02% | +6+0.6% | Added |
| Sound Income Strategies, LLC | 983 | $80.3K | 0.01% | −45−4.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 975 | $79.6K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 960 | $78.4K | 0.01% | −50−5.0% | Reduced |
| Cranbrook Wealth Management, LLC | 956 | $78.1K | 0.02% | −234−19.7% | Reduced |
| Founders Capital Management | 944 | $77.1K | 0.06% | +74+8.5% | Added |
| Caldwell Sutter Capital, Inc. | 929 | $75.9K | 0.04% | −40−4.1% | Reduced |
| Carolinas Wealth Consulting LLC | 1,009 | $71.4K | 0.02% | −181−15.2% | Reduced |
| Atticus Wealth Management, LLC | 872 | $71.2K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 865 | $71.0K | 0.02% | +738+581.1% | Added |
| Colonial Trust Co | 851 | $69.5K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 809 | $66.0K | 0.00% | −7,918−90.7% | Reduced |
| Creative Financial Designs Inc | 789 | $64.4K | 0.01% | +4+0.5% | Added |
| Hartford Financial Management Inc. | 778 | $63.5K | 0.02% | +228+41.5% | Added |
| HHM Wealth Advisors, LLC | 767 | $62.6K | 0.01% | +26+3.5% | Added |
| Rocky Mountain Advisers, LLC | 765 | $62.5K | 0.03% | −21−2.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 760 | $62.0K | 0.04% | −206−21.3% | Reduced |
| Covestor Ltd | 758 | $62.0K | 0.05% | +93+14.0% | Added |
| Eukles Asset Management | 753 | $61.5K | 0.03% | 00.0% | Unchanged |
| Laffer Tengler Investments | 743 | $60.7K | 0.02% | −636−46.1% | Reduced |
| Twin Lakes Capital Management, LLC | 720 | $58.8K | 0.04% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 713 | $58.2K | 0.06% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 661 | $54.0K | 0.04% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 625 | $51.0K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 620 | $51.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 624 | $51.0K | 0.01% | +18+3.0% | Added |
| SRS Capital Advisors, Inc. | 619 | $50.5K | 0.01% | +14+2.3% | Added |
| Knuff & Co LLC | 610 | $49.8K | 0.02% | +50+8.9% | Added |
| Marathon Trading Investment Management LLC | 600 | $49.0K | 0.04% | −9,684−94.2% | Reduced |
| Estabrook Capital Management | 600 | $49.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 593 | $48.5K | 0.02% | +593 | New |
| Osterweis Capital Management Inc | 590 | $48.2K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 583 | $48.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 577 | $47.1K | 0.02% | −165−22.2% | Reduced |
| Salomon & Ludwin, LLC | 567 | $46.3K | 0.00% | +567 | New |
| Truvestments Capital LLC | 565 | $46.1K | 0.02% | +4+0.7% | Added |
| America First Investment Advisors, LLC | 556 | $45.4K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 559 | $45.0K | 0.01% | +79+16.5% | Added |
| Riggs Asset Managment Co. Inc. | 537 | $43.9K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 535 | $43.7K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 527 | $43.0K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 523 | $42.0K | 0.02% | −63−10.8% | Reduced |
| Semmax Financial Advisors Inc. | 519 | $39.4K | 0.02% | +519 | New |
| Northwest Capital Management Inc | 475 | $38.8K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 469 | $38.3K | 0.01% | −15−3.1% | Reduced |
| Front Row Advisors LLC | 452 | $36.9K | 0.02% | +311+220.6% | Added |
| VisionPoint Advisory Group, LLC | 442 | $36.1K | 0.02% | +244+123.2% | Added |
| Abound Wealth Management | 434 | $35.5K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 417 | $34.1K | 0.01% | +61+17.1% | Added |
| Coppell Advisory Solutions LLC | 400 | $34.0K | 0.01% | −353−46.9% | Reduced |
| Beacon Capital Management, LLC | 384 | $32.8K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 400 | $32.7K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 395 | $32.3K | 0.01% | −175−30.7% | Reduced |
| SJS Investment Consulting Inc. | 392 | $32.0K | 0.01% | +10+2.6% | Added |
| Y.D. More Investments Ltd | 380 | $31.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 375 | $30.6K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 375 | $30.6K | 0.01% | +175+87.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 366 | $29.9K | 0.01% | −2−0.5% | Reduced |
| Evermay Wealth Management LLC | 365 | $29.8K | 0.01% | −168−31.5% | Reduced |
| Essex Investment Management Co LLC | 363 | $29.6K | 0.00% | −13,523−97.4% | Reduced |
| Eagle Bay Advisors LLC | 356 | $29.1K | 0.01% | +36+11.3% | Added |
| Jamison Private Wealth Management, Inc. | 350 | $28.6K | 0.01% | +350 | New |
| TFC Financial Management | 347 | $28.4K | 0.01% | +80+30.0% | Added |
| DHJJ Financial Advisors, Ltd. | 338 | $27.6K | 0.01% | +338 | New |
| JJJ Advisors Inc. | 337 | $27.5K | 0.01% | +300+810.8% | Added |
| RVW Wealth, LLC | 336 | $27.4K | 0.00% | +336 | New |
| WR Wealth Planners, LLC | 334 | $27.3K | 0.01% | +1+0.3% | Added |
| Sittner & Nelson, LLC | 333 | $27.2K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 328 | $26.8K | 0.01% | +143+77.3% | Added |
| Johnson Midwest Financial, LLC | 324 | $26.5K | 0.06% | 00.0% | Unchanged |
| West Branch Capital LLC | 318 | $26.0K | 0.01% | −30−8.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 311 | $25.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 309 | $25.0K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 300 | $24.5K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $24.5K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 300 | $24.5K | 0.03% | +300 | New |
| Column Capital Advisors, LLC | 298 | $24.3K | 0.00% | −6−2.0% | Reduced |
| Provence Wealth Management Group | 294 | $24.0K | 0.01% | −2,186−88.1% | Reduced |
| Knott David M Jr | 293 | $24.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 290 | $23.7K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 290 | $23.7K | 0.02% | +36+14.2% | Added |
| Miller Wealth Advisors, LLC | 285 | $23.3K | 0.02% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 271 | $22.1K | 0.00% | +271 | New |
| Hillsdale Investment Management Inc. | 260 | $21.2K | 0.00% | −670−72.0% | Reduced |
| Solstein Capital, LLC | 256 | $20.9K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 244 | $19.9K | 0.00% | +244 | New |
| Union Savings Bank | 240 | $19.6K | 0.01% | +150+166.7% | Added |
| Northwest Investment Counselors, LLC | 225 | $18.4K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 208 | $17.0K | 0.00% | +100+92.6% | Added |
| Highline Wealth Partners LLC | 206 | $16.8K | 0.01% | +2+1.0% | Added |
| Plante Moran Financial Advisors, LLC | 200 | $16.4K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $16.3K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 200 | $16.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $16.3K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $16.3K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 200 | $16.3K | 0.00% | +48+31.6% | Added |
| HighMark Wealth Management LLC | 200 | $16.3K | 0.01% | +200 | New |