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; 2,745 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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Red Tortoise LLC | 188 | $15.3K | 0.01% | +1+0.5% | Added |
| Iron Horse Wealth Management, LLC | 182 | $14.9K | 0.01% | +182 | New |
| Silicon Valley Capital Partners | 175 | $14.3K | 0.00% | +2+1.2% | Added |
| Horizon Bancorp Inc | 173 | $14.0K | 0.01% | −127−42.3% | Reduced |
| Webster Bank, N. A. | 166 | $13.6K | 0.00% | +102+159.4% | Added |
| Avion Wealth | 169 | $13.0K | 0.00% | +3+1.8% | Added |
| First PREMIER Bank | 156 | $13.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 156 | $12.7K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 155 | $12.7K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 140 | $11.4K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 133 | $10.9K | 0.00% | +1+0.8% | Added |
| Stephens Consulting, LLC | 125 | $10.2K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 125 | $10.2K | 0.00% | +125 | New |
| Gables Capital Management Inc. | 120 | $9.80K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 117 | $9.55K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 115 | $9.39K | 0.00% | +38+49.4% | Added |
| Nordwand Advisors, LLC | 113 | $9.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 111 | $9.06K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 115 | $9.00K | 0.00% | +75+187.5% | Added |
| Colonial Trust Advisors | 110 | $8.98K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 104 | $8.49K | 0.00% | −425−80.3% | Reduced |
| Morton Brown Family Wealth, LLC | 98 | $8.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 105 | $8.00K | 0.00% | −94−47.2% | Reduced |
| Legend Financial Advisors, Inc. | 87 | $7.11K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 86 | $7.02K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 84 | $6.86K | 0.00% | +84 | New |
| First Community Trust NA | 83 | $6.78K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 80 | $6.53K | 0.00% | +80 | New |
| Bull Oak Capital, LLC | 75 | $6.13K | 0.01% | +75 | New |
| Creative Capital Management Investments LLC | 72 | $5.88K | 0.00% | +72 | New |
| Arcadia Investment Management Corp | 70 | $5.72K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 70 | $5.72K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 70 | $5.72K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 70 | $5.72K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $5.72K | 0.00% | – | – |
| Financial Synergies Wealth Advisors, Inc. | 70 | $5.72K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 67 | $5.53K | 0.00% | −28−29.5% | Reduced |
| Stephenson National Bank & Trust | 67 | $5.47K | 0.00% | +67 | New |
| AllSquare Wealth Management LLC | 60 | $4.90K | 0.00% | −8−11.8% | Reduced |
| PayPay Securities Corp | 81 | $4.64K | 0.22% | +81 | New |
| Tradewinds Capital Management, LLC | 56 | $4.57K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 56 | $4.57K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 52 | $4.22K | 0.00% | −864−94.3% | Reduced |
| SkyView Investment Advisors, LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 47 | $3.84K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 44 | $3.59K | 0.00% | +44 | New |
| Mascoma Wealth Management LLC | 43 | $3.51K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 42 | $3.43K | 0.00% | +22+110.0% | Added |
| Cherry Tree Wealth Management, LLC | 40 | $3.27K | 0.00% | −2−4.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 38 | $3.10K | 0.00% | +38 | New |
| Impact Partnership Wealth, LLC | 34 | $2.78K | 0.00% | −261−88.5% | Reduced |
| Provenance Wealth Advisors, LLC | 32 | $2.61K | 0.00% | +32 | New |
| Country Trust Bank | 30 | $2.45K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 29 | $2.37K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 26 | $2.12K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 22 | $1.80K | 0.00% | +22 | New |
| Horizons Wealth Management | 17 | $1.39K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 14 | $1.20K | 0.00% | +2+16.7% | Added |
| ClariVest Asset Management LLC | 12 | $1.00K | 0.00% | −13−52.0% | Reduced |
| Centerpoint Advisors, LLC | 13 | $1.00K | 0.00% | +8+160.0% | Added |
| Raleigh Capital Management Inc. | 5 | $430 | 0.00% | +5 | New |
| CGC Financial Services, LLC | 5 | $408 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5 | $408 | 0.00% | +1+25.0% | Added |
| Delos Wealth Advisors, LLC | 3 | $256 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 2 | $163 | 0.00% | +2 | New |
| St. Johns Investment Management Company, LLC | 0 | $28 | 0.00% | 0 | Unchanged |
| VitalStone Financial, LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Sofos Investments, Inc. | 248 | – | – | +150+153.1% | Added |
| Quilter Plc | 8,055 | – | – | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −2,994−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −736,247−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −274,842−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −211,150−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −187,691−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −181,556−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −72,511−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −63,119−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −47,900−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −46,660−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −41,654−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −41,301−100.0% | Sold out |
| Carroll Investors, Inc | 0 | $0 | 0.00% | −40,570−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −38,779−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −27,866−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −23,418−100.0% | Sold out |
| Opus Investment Management Inc | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −20,794−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −16,109−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −14,610−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −14,555−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −14,443−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −11,678−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −9,574−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,731−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,488−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,334−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,780−100.0% | Sold out |