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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 80,635 | $6.59M | 0.12% | +5,580+7.4% | Added |
| White Pine Investment CO | 80,423 | $6.57M | 2.31% | −297−0.4% | Reduced |
| AE Wealth Management LLC | 80,402 | $6.57M | 0.04% | −14,642−15.4% | Reduced |
| Greystone Financial Group, LLC | 80,297 | $6.56M | 1.64% | +32,543+68.1% | Added |
| Private Advisor Group, LLC | 80,233 | $6.55M | 0.06% | +513+0.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 80,035 | $6.54M | 0.15% | +21,563+36.9% | Added |
| DCM Advisors, LLC | 79,857 | $6.52M | 2.95% | −722−0.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 79,471 | $6.49M | 0.13% | +1,294+1.7% | Added |
| Burns J W & Co Inc | 79,170 | $6.47M | 1.05% | −250.0% | Reduced |
| Louisiana State Employees Retirement System | 79,100 | $6.46M | 0.15% | −1,500−1.9% | Reduced |
| Hourglass Capital, LLC | 78,537 | $6.41M | 2.26% | −205−0.3% | Reduced |
| D.A. Davidson & Co. | 76,996 | $6.29M | 0.07% | +780+1.0% | Added |
| Montag A & Associates Inc | 76,820 | $6.27M | 0.40% | +3,965+5.4% | Added |
| Cresset Asset Management, LLC | 76,703 | $6.26M | 0.04% | −1,877−2.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 76,076 | $6.21M | 0.57% | +193+0.3% | Added |
| SG Americas Securities, LLC | 75,301 | $6.15M | 0.08% | −30,666−28.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 75,295 | $6.15M | 2.83% | +566+0.8% | Added |
| Advocate Group LLC | 74,993 | $6.12M | 1.42% | +1,574+2.1% | Added |
| Howe & Rusling Inc | 73,792 | $6.03M | 0.71% | −2,643−3.5% | Reduced |
| Banque Pictet & Cie SA | 73,583 | $6.01M | 0.07% | +2,020+2.8% | Added |
| Avitas Wealth Management LLC | 73,492 | $6.00M | 1.14% | −225−0.3% | Reduced |
| Lyell Wealth Management, LP | 73,342 | $5.99M | 0.81% | −1,192−1.6% | Reduced |
| Oliver Luxxe Assets LLC | 73,088 | $5.97M | 1.53% | +948+1.3% | Added |
| Logan Capital Management Inc | 72,998 | $5.96M | 0.30% | −4,817−6.2% | Reduced |
| Natixis | 72,519 | $5.92M | 0.05% | +27,526+61.2% | Added |
| Hennessy Advisors Inc | 71,900 | $5.87M | 0.41% | −6,700−8.5% | Reduced |
| Cyrus J. Lawrence, LLC | 71,809 | $5.86M | 1.61% | +604+0.8% | Added |
| Baugh & Associates, LLC | 71,539 | $5.84M | 3.65% | −140−0.2% | Reduced |
| Eisler Capital (US) LLC | 71,305 | $5.82M | 2.14% | +71,305 | New |
| Ballentine Partners, LLC | 70,546 | $5.76M | 0.14% | −70−0.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 69,127 | $5.65M | 0.71% | −11,365−14.1% | Reduced |
| Stonegate Investment Group, LLC | 68,994 | $5.63M | 0.20% | −2,110−3.0% | Reduced |
| German American Bancorp, Inc. | 68,542 | $5.60M | 0.81% | +668+1.0% | Added |
| Bokf, NA | 78,893 | $5.59M | 0.12% | −12,437−13.6% | Reduced |
| Integrated Advisors Network LLC | 67,847 | $5.54M | 0.34% | −1,967−2.8% | Reduced |
| New Mexico Educational Retirement Board | 67,810 | $5.54M | 0.24% | +4,300+6.8% | Added |
| Baxter Bros Inc | 67,093 | $5.48M | 0.83% | +1,509+2.3% | Added |
| Albion Financial Group | 66,567 | $5.44M | 0.50% | +6,067+10.0% | Added |
| Verition Fund Management LLC | 66,353 | $5.42M | 0.07% | +49,165+286.0% | Added |
| Tower Research Capital LLC (TRC) | 66,292 | $5.41M | 0.17% | +13,348+25.2% | Added |
| Amica Mutual Insurance Co | 66,212 | $5.41M | 0.64% | −11,221−14.5% | Reduced |
| Avantax Advisory Services, Inc. | 66,166 | $5.40M | 0.06% | +2,440+3.8% | Added |
| Principal Street Partners, LLC | 66,068 | $5.40M | 1.07% | −543−0.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 65,930 | $5.38M | 0.76% | +1,274+2.0% | Added |
| Zenyatta Capital Management LP | 65,000 | $5.31M | 2.88% | +57,500+766.7% | Added |
| Telemus Capital, LLC | 64,437 | $5.26M | 0.49% | −26,275−29.0% | Reduced |
| Advisor Partners II, LLC | 64,125 | $5.24M | 0.21% | −80−0.1% | Reduced |
| Coronation Fund Managers Ltd. | 63,690 | $5.20M | 0.16% | −3,952−5.8% | Reduced |
| Lido Advisors, LLC | 62,974 | $5.14M | 0.06% | +1,421+2.3% | Added |
| Becker Capital Management Inc | 62,938 | $5.14M | 0.20% | +395+0.6% | Added |
| Iowa State Bank | 62,685 | $5.12M | 1.33% | −1,374−2.1% | Reduced |
| D L Carlson Investment Group Inc | 62,472 | $5.10M | 1.03% | −433−0.7% | Reduced |
| Assenagon Asset Management S.A. | 62,443 | $5.10M | 0.02% | +1,431+2.3% | Added |
| iA Global Asset Management Inc. | 61,980 | $5.06M | 0.13% | +2,450+4.1% | Added |
| Signet Financial Management, LLC | 61,507 | $5.02M | 0.83% | −1,852−2.9% | Reduced |
| Illinois Municipal Retirement Fund | 61,276 | $5.00M | 0.09% | 00.0% | Unchanged |
| Meyer Handelman Co | 61,106 | $4.99M | 0.20% | +3,300+5.7% | Added |
| Beacon Pointe Advisors, LLC | 60,161 | $4.91M | 0.06% | +21,446+55.4% | Added |
| Glenview Trust Co | 59,517 | $4.86M | 0.13% | +849+1.4% | Added |
| Banque Cantonale Vaudoise | 59,424 | $4.85M | 0.24% | −1,011−1.7% | Reduced |
| Private Wealth Partners, LLC | 59,301 | $4.84M | 0.46% | +3,202+5.7% | Added |
| Cito Capital Group, LLC | 58,805 | $4.80M | 2.32% | +900+1.6% | Added |
| Foundations Investment Advisors, LLC | 58,430 | $4.77M | 0.15% | +3,538+6.4% | Added |
| Metis Global Partners, LLC | 58,253 | $4.76M | 0.23% | +8,945+18.1% | Added |
| TownSquare Capital, LLC | 57,695 | $4.71M | 0.09% | +772+1.4% | Added |
| E. Ohman J:or Asset Management AB | 57,526 | $4.70M | 0.18% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 57,504 | $4.70M | 0.43% | 00.0% | Unchanged |
| Heritage Trust Co | 57,444 | $4.69M | 0.73% | −161−0.3% | Reduced |
| Providence Capital Advisors, LLC | 57,326 | $4.68M | 1.23% | +1,426+2.6% | Added |
| Old Second National Bank of Aurora | 57,030 | $4.66M | 1.42% | −1,691−2.9% | Reduced |
| Coldstream Capital Management Inc | 56,858 | $4.64M | 0.15% | −2,622−4.4% | Reduced |
| Sandy Cove Advisors, LLC | 56,751 | $4.63M | 2.68% | +200.0% | Added |
| Geller Advisors LLC | 56,245 | $4.59M | 0.53% | −687−1.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 56,172 | $4.59M | 0.08% | +18,172+47.8% | Added |
| Parallel Advisors, LLC | 56,057 | $4.58M | 0.15% | +13,244+30.9% | Added |
| Steward Partners Investment Advisory, LLC | 55,391 | $4.52M | 0.07% | +15,208+37.8% | Added |
| Stephens Inc | 55,384 | $4.52M | 0.09% | −16,864−23.3% | Reduced |
| Caas Capital Management LP | 54,554 | $4.46M | 0.99% | +54,554 | New |
| First Hawaiian Bank | 53,978 | $4.41M | 0.15% | +4,729+9.6% | Added |
| Northern Oak Wealth Management Inc | 53,713 | $4.39M | 0.55% | −10,289−16.1% | Reduced |
| GQG Partners LLC | 53,311 | $4.35M | 0.01% | +14,792+38.4% | Added |
| Elk River Wealth Management, LLC | 53,081 | $4.34M | 0.96% | −1,731−3.2% | Reduced |
| Bernzott Capital Advisors | 52,979 | $4.33M | 1.49% | −7,566−12.5% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 52,857 | $4.32M | 1.66% | −440−0.8% | Reduced |
| Metropolitan Life Insurance Co | 52,787 | $4.31M | 0.22% | −3,982−7.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 52,500 | $4.29M | 0.04% | −1,679−3.1% | Reduced |
| Greenwood Capital Associates LLC | 52,294 | $4.27M | 0.62% | +20,189+62.9% | Added |
| Donaldson Capital Management, LLC | 52,156 | $4.26M | 0.20% | −4,104−7.3% | Reduced |
| Institutional & Family Asset Management, LLC | 52,060 | $4.25M | 0.70% | +64+0.1% | Added |
| Consolidated Investment Group LLC | 51,600 | $4.21M | 0.82% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 51,575 | $4.21M | 0.06% | +12,817+33.1% | Added |
| Norinchukin Bank, The | 51,283 | $4.19M | 0.10% | −70,766−58.0% | Reduced |
| Trifecta Capital Advisors, LLC | 50,617 | $4.13M | 1.33% | −212−0.4% | Reduced |
| Summit Financial, LLC | 50,435 | $4.12M | 0.30% | +9,174+22.2% | Added |
| Capital International Sarl | 50,143 | $4.10M | 0.19% | −33,905−40.3% | Reduced |
| Jefferies Financial Group Inc. | 49,874 | $4.07M | 0.10% | +19,876+66.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 49,441 | $4.04M | 0.52% | +976+2.0% | Added |
| Meritage Portfolio Management | 49,411 | $4.04M | 0.30% | +12,667+34.5% | Added |
| Capital International Ltd | 48,740 | $3.98M | 0.23% | −39,925−45.0% | Reduced |
| Virginia Retirement Systems Et Al | 48,400 | $3.95M | 0.04% | −35,700−42.4% | Reduced |