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 |
|---|---|---|---|---|---|
| Canandaigua National Bank & Trust Co | 48,237 | $3.94M | 0.64% | −2,830−5.5% | Reduced |
| First Manhattan Co | 47,990 | $3.92M | 0.01% | −1,179−2.4% | Reduced |
| Aureus Asset Management, LLC | 47,986 | $3.92M | 0.31% | −11,212−18.9% | Reduced |
| Ossiam | 47,837 | $3.91M | 0.07% | +15,744+49.1% | Added |
| Ameritas Investment Partners, Inc. | 47,690 | $3.89M | 0.16% | −4,263−8.2% | Reduced |
| Walleye Trading LLC | 47,574 | $3.89M | 0.09% | +47,574 | New |
| Lincoln National Corp | 47,865 | $3.88M | 0.08% | +3,208+7.2% | Added |
| Cornerstone Wealth Group, LLC | 47,511 | $3.88M | 0.69% | −1,107−2.3% | Reduced |
| Quantinno Capital Management LP | 47,343 | $3.87M | 0.18% | +11,426+31.8% | Added |
| Tradewinds, LLC. | 47,120 | $3.85M | 2.26% | +2,993+6.8% | Added |
| Empirical Finance, LLC | 46,859 | $3.83M | 0.28% | +3,947+9.2% | Added |
| Laurion Capital Management LP | 46,606 | $3.81M | 0.10% | +33,621+258.9% | Added |
| Simon Quick Advisors, LLC | 46,477 | $3.80M | 0.36% | +840+1.8% | Added |
| Level Four Advisory Services, LLC | 46,443 | $3.79M | 0.24% | +1,181+2.6% | Added |
| MainStreet Investment Advisors LLC | 46,007 | $3.76M | 0.44% | +46,007 | New |
| Hennion & Walsh Asset Management, Inc. | 45,159 | $3.69M | 0.24% | +8,688+23.8% | Added |
| Huntington National Bank | 44,648 | $3.65M | 0.04% | +2,173+5.1% | Added |
| Xcel Wealth Management, LLC | 44,589 | $3.64M | 1.44% | +9,429+26.8% | Added |
| Massmutual Trust Co FSB | 44,443 | $3.63M | 0.13% | −1,065−2.3% | Reduced |
| Joel Isaacson & Co., LLC | 44,422 | $3.63M | 0.25% | +34+0.1% | Added |
| Varma Mutual Pension Insurance Co | 44,385 | $3.62M | 0.04% | +6,505+17.2% | Added |
| RNC Capital Management LLC | 44,300 | $3.62M | 0.22% | −1,034−2.3% | Reduced |
| Adell Harriman & Carpenter Inc | 44,207 | $3.61M | 0.37% | +1,108+2.6% | Added |
| SkyOak Wealth, LLC | 44,177 | $3.61M | 1.05% | −367−0.8% | Reduced |
| Central Trust Co | 43,942 | $3.59M | 0.10% | −1,773−3.9% | Reduced |
| Jackson Wealth Management, LLC | 43,901 | $3.58M | 0.51% | −2,181−4.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 43,522 | $3.55M | 0.28% | −3,241−6.9% | Reduced |
| Vestor Capital, LLC | 43,510 | $3.55M | 0.39% | −388−0.9% | Reduced |
| Highland Capital Management, LLC | 43,203 | $3.53M | 0.24% | −7,379−14.6% | Reduced |
| Linscomb & Williams, Inc. | 43,106 | $3.52M | 0.21% | +1,692+4.1% | Added |
| Stock Yards Bank & Trust Co | 42,841 | $3.50M | 0.14% | +1,432+3.5% | Added |
| Moody National Bank Trust Division | 42,593 | $3.48M | 0.22% | +4,181+10.9% | Added |
| Mayflower Financial Advisors, LLC | 42,558 | $3.48M | 0.52% | −209−0.5% | Reduced |
| Sigma Planning Corp | 42,114 | $3.44M | 0.13% | +1,110+2.7% | Added |
| Polaris Wealth Advisory Group, LLC | 41,767 | $3.41M | 0.26% | −134,607−76.3% | Reduced |
| Dana Investment Advisors, Inc. | 41,695 | $3.41M | 0.17% | +4,211+11.2% | Added |
| Roanoke Asset Management Corp | 41,313 | $3.37M | 1.38% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 40,918 | $3.34M | 0.00% | −1,286−3.0% | Reduced |
| Cypress Financial Planning LLC | 40,898 | $3.34M | 1.93% | −619−1.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 40,270 | $3.29M | 0.09% | −822−2.0% | Reduced |
| Axxcess Wealth Management, LLC | 40,134 | $3.28M | 0.11% | −11,159−21.8% | Reduced |
| HB Wealth Management, LLC | 39,872 | $3.26M | 0.05% | +2,249+6.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 39,823 | $3.25M | 0.02% | +39,823 | New |
| Meiji Yasuda Life Insurance Co | 39,713 | $3.24M | 0.09% | +8,159+25.9% | Added |
| Asio Capital, LLC | 39,493 | $3.23M | 0.86% | −204−0.5% | Reduced |
| Investment Management Corp of Ontario | 39,365 | $3.21M | 0.13% | −4,901−11.1% | Reduced |
| TCG Advisory Services, LLC | 39,047 | $3.19M | 0.49% | +4,402+12.7% | Added |
| Raymond James Trust N.A. | 38,428 | $3.14M | 0.09% | +936+2.5% | Added |
| Independent Advisor Alliance | 38,428 | $3.14M | 0.14% | −1,823−4.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 38,197 | $3.12M | 0.87% | +214+0.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 38,145 | $3.12M | 0.14% | +8,830+30.1% | Added |
| Greenleaf Trust | 37,897 | $3.10M | 0.04% | +1,841+5.1% | Added |
| Jupiter Wealth Management LLC | 41,077 | $3.09M | 2.01% | −2,524−5.8% | Reduced |
| Wealthspire Advisors, LLC | 37,646 | $3.07M | 0.05% | +24,787+192.8% | Added |
| Evexia Wealth LLC | 43,010 | $3.07M | 1.55% | +2,870+7.1% | Added |
| Patten & Patten Inc | 37,515 | $3.06M | 0.27% | +223+0.6% | Added |
| Carlson Capital L P | 37,400 | $3.05M | 0.24% | +37,400 | New |
| Loomis Sayles & Co L P | 36,702 | $3.00M | 0.01% | −1,702−4.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 36,660 | $2.99M | 0.10% | +18,314+99.8% | Added |
| Sculati Wealth Management, LLC | 36,450 | $2.98M | 1.52% | −112−0.3% | Reduced |
| Lincluden Management Ltd | 36,438 | $2.98M | 0.36% | −163−0.4% | Reduced |
| Aspen Grove Capital, LLC | 36,321 | $2.97M | 1.10% | −679−1.8% | Reduced |
| Alley Investment Management Company, LLC | 36,039 | $2.94M | 0.50% | 00.0% | Unchanged |
| KCS Wealth Advisory | 36,033 | $2.94M | 1.25% | −5,514−13.3% | Reduced |
| Wetherby Asset Management Inc | 36,021 | $2.94M | 0.17% | −566−1.5% | Reduced |
| Centiva Capital, LP | 35,998 | $2.94M | 0.15% | +34,965+3,384.8% | Added |
| City Holding Co | 35,898 | $2.93M | 0.52% | +3,270+10.0% | Added |
| Cunning Capital Partners, LP | 35,478 | $2.90M | 1.91% | +35,478 | Added |
| United Services Automobile Association | 35,459 | $2.90M | 0.07% | +3,051+9.4% | Added |
| Advent Capital Management | 35,000 | $2.86M | 0.07% | +10,000+40.0% | Added |
| Siemens Fonds Invest GmbH | 34,745 | $2.84M | 0.29% | −1,325−3.7% | Reduced |
| Lake Street Advisors Group, LLC | 34,566 | $2.82M | 0.17% | −645−1.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 34,355 | $2.81M | 0.03% | 00.0% | Unchanged |
| First National Trust Co | 33,989 | $2.78M | 0.13% | +21,433+170.7% | Added |
| Readystate Asset Management LP | 33,981 | $2.78M | 0.23% | +33,981 | New |
| Pinnacle Wealth Management Group, Inc. | 33,918 | $2.77M | 2.52% | +310+0.9% | Added |
| Coastline Trust Co | 33,629 | $2.75M | 0.40% | +6,198+22.6% | Added |
| Geneos Wealth Management Inc. | 33,224 | $2.71M | 0.14% | +677+2.1% | Added |
| Occidental Asset Management, LLC | 33,082 | $2.70M | 0.63% | +567+1.7% | Added |
| First Citizens Bank & Trust Co | 33,039 | $2.70M | 0.05% | −2,504−7.0% | Reduced |
| First National Bank of Omaha | 32,738 | $2.67M | 0.17% | −5,319−14.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 32,696 | $2.67M | 0.05% | −1,100−3.3% | Reduced |
| Bartlett & Co. LLC | 32,696 | $2.67M | 0.05% | −1,100−3.3% | Reduced |
| Community Trust & Investment Co | 32,324 | $2.64M | 0.22% | −654−2.0% | Reduced |
| Ritholtz Wealth Management | 32,191 | $2.63M | 0.12% | −114−0.4% | Reduced |
| K.J. Harrison & Partners Inc | 32,066 | $2.62M | 0.59% | −6,000−15.8% | Reduced |
| KMG Fiduciary Partners, LLC | 32,031 | $2.62M | 0.35% | +1,270+4.1% | Added |
| Everence Capital Management Inc | 31,741 | $2.59M | 0.20% | −3,650−10.3% | Reduced |
| Integrated Wealth Concepts LLC | 31,665 | $2.59M | 0.05% | −642−2.0% | Reduced |
| Carret Asset Management, LLC | 31,434 | $2.57M | 0.36% | +1,408+4.7% | Added |
| Empowered Funds, LLC | 31,368 | $2.56M | 0.08% | +6,699+27.2% | Added |
| Advisory Services Network, LLC | 31,286 | $2.56M | 0.07% | +2,638+9.2% | Added |
| Palisade Asset Management, LLC | 31,205 | $2.55M | 0.31% | +842+2.8% | Added |
| Ashburton (Jersey) Ltd | 29,480 | $2.52M | 1.23% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 30,789 | $2.51M | 0.67% | +1,481+5.1% | Added |
| KCM Investment Advisors LLC | 30,772 | $2.51M | 0.11% | −1,023−3.2% | Reduced |
| Connectus Wealth, LLC | 30,499 | $2.49M | 0.06% | +43+0.1% | Added |
| Two Sigma Securities, LLC | 30,423 | $2.48M | 0.11% | +22,878+303.2% | Added |
| Shorepoint Capital Partners LLC | 30,278 | $2.47M | 0.73% | +3,115+11.5% | Added |
| Gifford Fong Associates | 30,000 | $2.45M | 0.59% | 00.0% | Unchanged |