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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 29,628 | $2.42M | 0.25% | +14,968+102.1% | Added |
| Stratos Wealth Partners, LTD. | 29,430 | $2.40M | 0.05% | +8,226+38.8% | Added |
| Symmetry Partners, LLC | 29,265 | $2.39M | 0.13% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 29,214 | $2.39M | 0.37% | +8,450+40.7% | Added |
| One River Asset Management, LLC | 28,810 | $2.36M | 1.10% | +24,515+570.8% | Added |
| Hoey Investments, Inc | 28,822 | $2.35M | 0.79% | −1,676−5.5% | Reduced |
| Toroso Investments, LLC | 28,699 | $2.34M | 0.07% | +5,868+25.7% | Added |
| National Asset Management, Inc. | 28,653 | $2.34M | 0.06% | +10,281+56.0% | Added |
| Snowden Capital Advisors LLC | 58,982 | $2.33M | 0.10% | +41,376+235.0% | Added |
| Comerica Securities,inc. | 28,509 | $2.33M | 0.19% | −4,081−12.5% | Reduced |
| Equitable Holdings, Inc. | 28,501 | $2.33M | 0.03% | +2,427+9.3% | Added |
| Alberta Investment Management Corp | 28,500 | $2.33M | 0.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 28,389 | $2.32M | 0.15% | +3,939+16.1% | Added |
| Gladstone Institutional Advisory LLC | 28,226 | $2.31M | 0.15% | +22,791+419.3% | Added |
| Pitcairn Co | 28,203 | $2.30M | 0.19% | +8,389+42.3% | Added |
| Burney Co | 28,078 | $2.29M | 0.11% | −6,395−18.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 28,078 | $2.29M | 0.20% | −3,872−12.1% | Reduced |
| Paloma Partners Management Co | 27,946 | $2.28M | 0.47% | +27,946 | New |
| Vinva Investment Management Ltd | 27,721 | $2.28M | 0.22% | −2,577−8.5% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 27,880 | $2.28M | 0.01% | +27,880 | New |
| Union Heritage Capital, LLC | 27,747 | $2.27M | 1.28% | 00.0% | Unchanged |
| Foster & Motley Inc | 27,728 | $2.27M | 0.19% | −935−3.3% | Reduced |
| Savant Capital, LLC | 27,551 | $2.25M | 0.03% | +1,080+4.1% | Added |
| Culbertson A N & Co Inc | 27,490 | $2.25M | 0.45% | +295+1.1% | Added |
| LMCG Investments, LLC | 27,327 | $2.23M | 0.15% | −1,026−3.6% | Reduced |
| Northeast Investment Management | 27,299 | $2.23M | 0.13% | −18−0.1% | Reduced |
| Lipe & Dalton | 27,238 | $2.23M | 1.34% | −23−0.1% | Reduced |
| Van Eck Associates Corp | 27,171 | $2.22M | 0.00% | −4,301−13.7% | Reduced |
| Community Bank of Raymore | 26,940 | $2.20M | 1.02% | +1,670+6.6% | Added |
| Tokio Marine Asset Management Co Ltd | 26,624 | $2.17M | 0.14% | +2,151+8.8% | Added |
| Vestcor Inc | 26,589 | $2.17M | 0.08% | −2,462−8.5% | Reduced |
| Wright Investors Service Inc | 26,512 | $2.17M | 0.63% | −8,739−24.8% | Reduced |
| Venture Visionary Partners LLC | 26,493 | $2.16M | 0.13% | −100.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 26,373 | $2.15M | 0.12% | +9,602+57.3% | Added |
| Hunter Associates Investment Management LLC | 26,020 | $2.13M | 0.43% | −67−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 25,993 | $2.12M | 0.04% | −157−0.6% | Reduced |
| Salem Investment Counselors Inc | 25,957 | $2.12M | 0.08% | +2,777+12.0% | Added |
| Transcend Wealth Collective, LLC | 25,907 | $2.12M | 0.21% | −5,161−16.6% | Reduced |
| Bleakley Financial Group, LLC | 25,867 | $2.11M | 0.07% | −646−2.4% | Reduced |
| Sawtooth Solutions, LLC | 25,867 | $2.11M | 0.07% | −545−2.1% | Reduced |
| Next Level Private LLC | 26,270 | $2.11M | 1.40% | +22+0.1% | Added |
| Mark Stevens | 25,850 | $2.11M | 0.28% | +86+0.3% | Added |
| Meridian Wealth Management, LLC | 25,770 | $2.10M | 0.13% | +11,533+81.0% | Added |
| Texas Yale Capital Corp. | 25,680 | $2.10M | 0.09% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 25,653 | $2.10M | 0.12% | −91,209−78.0% | Reduced |
| Hartline Investment Corp | 25,572 | $2.09M | 0.38% | +5,408+26.8% | Added |
| Ashton Thomas Private Wealth, LLC | 25,528 | $2.08M | 0.15% | +2,144+9.2% | Added |
| Kovitz Investment Group Partners, LLC | 25,520 | $2.08M | 0.04% | +6,443+33.8% | Added |
| Bouvel Investment Partners, LLC | 25,387 | $2.07M | 1.12% | +336+1.3% | Added |
| Signaturefd, LLC | 25,305 | $2.07M | 0.05% | −2,999−10.6% | Reduced |
| Great Diamond Partners, LLC | 25,291 | $2.07M | 0.56% | +46+0.2% | Added |
| Franklin Street Advisors Inc | 25,000 | $2.04M | 0.18% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 24,999 | $2.04M | 0.24% | +24,999 | Added |
| Stolper Co | 24,605 | $2.01M | 0.87% | +662+2.8% | Added |
| Gries Financial LLC | 24,579 | $2.01M | 0.54% | −2,731−10.0% | Reduced |
| Altrafin AG | 24,499 | $2.00M | 0.87% | −3,137−11.4% | Reduced |
| Greenwich Wealth Management LLC | 24,466 | $2.00M | 0.21% | 00.0% | Unchanged |
| Veriti Management LLC | 24,328 | $1.99M | 0.23% | +1,007+4.3% | Added |
| Mutual Advisors, LLC | 24,100 | $1.97M | 0.08% | +7,878+48.6% | Added |
| Park Avenue Securities LLC | 24,040 | $1.96M | 0.03% | −56−0.2% | Reduced |
| Cramer Rosenthal McGlynn LLC | 24,012 | $1.96M | 0.11% | −81,658−77.3% | Reduced |
| Arcus Capital Partners, LLC | 23,538 | $1.92M | 0.59% | 00.0% | Unchanged |
| Regions Financial Corp | 23,536 | $1.92M | 0.02% | +362+1.6% | Added |
| TCTC Holdings, LLC | 23,187 | $1.89M | 0.07% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 23,186 | $1.89M | 0.03% | −2,970−11.4% | Reduced |
| Sciencast Management LP | 23,098 | $1.89M | 0.86% | +14,758+177.0% | Added |
| Clough Capital Partners L P | 22,750 | $1.86M | 0.20% | 00.0% | Unchanged |
| Caldwell Trust Co | 22,591 | $1.85M | 0.25% | −371−1.6% | Reduced |
| Freedom Day Solutions, LLC | 22,479 | $1.84M | 0.81% | −59−0.3% | Reduced |
| Merit Financial Group, LLC | 22,464 | $1.83M | 0.06% | +1,729+8.3% | Added |
| Community Bank, N.A. | 22,381 | $1.83M | 0.26% | −351−1.5% | Reduced |
| Arrow Financial Corp | 22,358 | $1.83M | 0.21% | +1,817+8.8% | Added |
| Griffin Asset Management, Inc. | 22,265 | $1.82M | 0.26% | −995−4.3% | Reduced |
| Apollon Wealth Management, LLC | 22,218 | $1.81M | 0.09% | −1,306−5.6% | Reduced |
| Goodwin Daniel L | 22,000 | $1.80M | 0.87% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 22,000 | $1.79M | 0.17% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 21,902 | $1.79M | 1.06% | −950−4.2% | Reduced |
| Shell Asset Management Co | 21,849 | $1.78M | 0.07% | −356−1.6% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $1.78M | 0.08% | 00.0% | Unchanged |
| Paralel Advisors LLC | 21,773 | $1.78M | 0.10% | +238+1.1% | Added |
| Brasada Capital Management, LP | 22,245 | $1.78M | 0.41% | +2,339+11.8% | Added |
| Atlas Private Wealth Advisors | 21,750 | $1.78M | 0.34% | +12+0.1% | Added |
| CAPROCK Group, Inc. | 21,734 | $1.78M | 0.13% | +1,428+7.0% | Added |
| SevenBridge Financial Group, LLC | 21,695 | $1.77M | 0.46% | +4,745+28.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,997 | $1.76M | 0.02% | −1,365−5.4% | Reduced |
| New England Research & Management, Inc. | 21,417 | $1.75M | 1.00% | +4,375+25.7% | Added |
| Alaethes Wealth LLC | 21,326 | $1.74M | 0.95% | +82+0.4% | Added |
| Leavell Investment Management, Inc. | 21,292 | $1.74M | 0.12% | +1,430+7.2% | Added |
| CoreCap Advisors, LLC | 21,290 | $1.74M | 0.13% | +1,389+7.0% | Added |
| Capital Investment Counsel, Inc | 21,283 | $1.74M | 0.35% | −148−0.7% | Reduced |
| Hudson Canyon Capital Management | 21,276 | $1.74M | 1.42% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 21,088 | $1.72M | 0.09% | +6,312+42.7% | Added |
| Meeder Advisory Services, Inc. | 21,083 | $1.72M | 0.22% | −3,012−12.5% | Reduced |
| United Asset Strategies, Inc. | 21,059 | $1.72M | 0.22% | −2,191−9.4% | Reduced |
| Baldwin Investment Management, LLC | 21,032 | $1.72M | 0.29% | +1,760+9.1% | Added |
| Ameliora Wealth Management Ltd. | 20,900 | $1.71M | 1.01% | +900+4.5% | Added |
| Modera Wealth Management, LLC | 20,725 | $1.69M | 0.03% | −370−1.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 20,681 | $1.69M | 0.08% | +1,767+9.3% | Added |
| Prospera Financial Services Inc | 20,537 | $1.68M | 0.06% | +2,474+13.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,500 | $1.67M | 1.18% | +20,000+4,000.0% | Added |