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 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 20,456 | $1.67M | 0.50% | −116−0.6% | Reduced |
| TD Private Client Wealth LLC | 20,442 | $1.67M | 0.07% | +12,874+170.1% | Added |
| Capital Markets Trading UK LLP | 20,366 | $1.66M | 1.45% | +12,493+158.7% | Added |
| HCR Wealth Advisors | 20,195 | $1.65M | 0.36% | −4,164−17.1% | Reduced |
| Harbor Capital Advisors, Inc. | 20,162 | $1.65M | 0.35% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 20,063 | $1.64M | 0.02% | −1,339−6.3% | Reduced |
| Capital Investment Advisors, LLC | 20,018 | $1.63M | 0.05% | −503−2.5% | Reduced |
| Prudent Man Advisors, LLC | 20,015 | $1.63M | 0.65% | −2,746−12.1% | Reduced |
| United Fire Group Inc | 20,000 | $1.63M | 3.19% | −18,000−47.4% | Reduced |
| Sumitomo Life Insurance Co | 19,989 | $1.63M | 0.05% | −259−1.3% | Reduced |
| Perigon Wealth Management, LLC | 19,851 | $1.62M | 0.07% | −377−1.9% | Reduced |
| Forum Financial Management, LP | 19,829 | $1.62M | 0.04% | +20.0% | Added |
| DoubleLine ETF Adviser LP | 19,652 | $1.60M | 0.58% | +713+3.8% | Added |
| Desjardins Global Asset Management Inc. | 19,618 | $1.60M | 0.17% | −3,082−13.6% | Reduced |
| IFG Advisory, LLC | 19,613 | $1.60M | 0.14% | −218−1.1% | Reduced |
| NVWM, LLC | 19,345 | $1.58M | 0.52% | +839+4.5% | Added |
| Brown Brothers Harriman & Co | 19,318 | $1.58M | 0.01% | +1,084+5.9% | Added |
| Lakeview Capital Partners, LLC | 19,246 | $1.57M | 0.31% | +1,229+6.8% | Added |
| Atlas Private Wealth Management | 19,155 | $1.56M | 0.84% | +1,093+6.1% | Added |
| Harvest Investment Advisors, LLC | 18,903 | $1.54M | 1.38% | −91−0.5% | Reduced |
| Wolff Wiese Magana LLC | 18,896 | $1.54M | 1.25% | +580+3.2% | Added |
| Howland Capital Management LLC | 18,763 | $1.53M | 0.09% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 18,622 | $1.52M | 0.03% | +442+2.4% | Added |
| Deltec Asset Management LLC | 18,500 | $1.51M | 0.34% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 18,488 | $1.51M | 0.12% | +64+0.3% | Added |
| Cyndeo Wealth Partners, LLC | 18,417 | $1.50M | 0.16% | −4,426−19.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 18,247 | $1.49M | 0.24% | +1,289+7.6% | Added |
| Tocqueville Asset Management L.P. | 18,229 | $1.49M | 0.03% | −785−4.1% | Reduced |
| Abbot Financial Management, Inc. | 18,170 | $1.48M | 1.00% | −100−0.5% | Reduced |
| We Are One Seven, LLC | 18,090 | $1.48M | 0.12% | −1,074−5.6% | Reduced |
| Chemung Canal Trust Co | 18,082 | $1.48M | 0.34% | +317+1.8% | Added |
| Clarius Group, LLC | 17,844 | $1.46M | 0.14% | −3,481−16.3% | Reduced |
| Checchi Capital Advisers, LLC | 17,823 | $1.46M | 0.14% | −94−0.5% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $1.45M | 1.51% | 00.0% | Unchanged |
| Ostrum Asset Management | 17,590 | $1.44M | 0.13% | +5,655+47.4% | Added |
| Cullen/Frost Bankers, Inc. | 17,501 | $1.43M | 0.02% | −515−2.9% | Reduced |
| Centaurus Financial, Inc. | 17,418 | $1.42M | 0.12% | +1,254+7.8% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $1.42M | 0.07% | 00.0% | Unchanged |
| AFS Financial Group, LLC | 17,322 | $1.41M | 0.97% | +4,782+38.1% | Added |
| Trust Investment Advisors | 17,285 | $1.41M | 1.21% | −161−0.9% | Reduced |
| Covenant Asset Management, LLC | 17,273 | $1.41M | 0.43% | +270+1.6% | Added |
| Valeo Financial Advisors, LLC | 17,188 | $1.40M | 0.06% | −68−0.4% | Reduced |
| Congress Wealth Management LLC | 17,185 | $1.40M | 0.03% | +538+3.2% | Added |
| Mach-1 Financial Group, Inc. | 17,172 | $1.40M | 0.59% | −12,998−43.1% | Reduced |
| Harbour Capital Advisors, LLC | 17,095 | $1.40M | 0.42% | +4,525+36.0% | Added |
| AIA Group Ltd | 17,091 | $1.40M | 0.07% | −4,499−20.8% | Reduced |
| Mirabella Financial Services LLP | 17,078 | $1.39M | 0.20% | +14,278+509.9% | Added |
| Institute for Wealth Management, LLC. | 16,960 | $1.39M | 0.25% | −68−0.4% | Reduced |
| Oak Asset Management, LLC | 16,933 | $1.38M | 0.59% | −20−0.1% | Reduced |
| Strategic Advisors LLC | 16,912 | $1.38M | 0.27% | +80.0% | Added |
| Wedbush Securities Inc | 16,891 | $1.38M | 0.07% | +343+2.1% | Added |
| Schechter Investment Advisors, LLC | 16,879 | $1.38M | 0.13% | +7,546+80.9% | Added |
| Altman Advisors, Inc. | 16,770 | $1.37M | 0.85% | +16,770 | New |
| King Luther Capital Management Corp | 16,750 | $1.37M | 0.01% | +685+4.3% | Added |
| Bradley Foster & Sargent Inc | 15,991 | $1.37M | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 16,716 | $1.37M | 0.14% | +1,172+7.5% | Added |
| Horizon Investments, LLC | 16,884 | $1.36M | 0.04% | −210−1.2% | Reduced |
| Am Investment Strategies LLC | 16,650 | $1.36M | 0.44% | +134+0.8% | Added |
| Edgestream Partners, L.P. | 16,610 | $1.36M | 0.11% | +11,794+244.9% | Added |
| Bryn Mawr Trust Co | 16,609 | $1.36M | 0.06% | +214+1.3% | Added |
| Northcape Wealth Management, LLC | 16,540 | $1.35M | 0.52% | −626−3.6% | Reduced |
| Mint Tower Capital Management B.V. | 16,528 | $1.35M | 0.38% | +16,528 | New |
| Belpointe Asset Management LLC | 16,507 | $1.35M | 0.14% | +6,031+57.6% | Added |
| Vise Technologies, Inc. | 16,481 | $1.35M | 0.33% | −3,783−18.7% | Reduced |
| Steel Peak Wealth Management LLC | 16,432 | $1.34M | 0.08% | −11,385−40.9% | Reduced |
| Financial Advisory Service, Inc. | 16,417 | $1.34M | 0.14% | +1,626+11.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 16,306 | $1.33M | 0.40% | +400+2.5% | Added |
| Intrust Bank NA | 16,293 | $1.33M | 0.17% | −627−3.7% | Reduced |
| Chesapeake Wealth Management | 16,225 | $1.33M | 0.55% | −302−1.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 16,224 | $1.33M | 0.54% | +5,245+47.8% | Added |
| United Capital Financial Advisers, LLC | 16,180 | $1.32M | 0.01% | −1,744−9.7% | Reduced |
| Vident Advisory, LLC | 16,111 | $1.32M | 0.04% | +16,111 | New |
| Argus Investors' Counsel, Inc. | 16,100 | $1.31M | 0.95% | −520−3.1% | Reduced |
| Allen Investment Management LLC | 16,004 | $1.31M | 0.02% | −10.0% | Reduced |
| Spire Wealth Management | 15,917 | $1.30M | 0.05% | +3,978+33.3% | Added |
| Paradigm Asset Management Co LLC | 15,900 | $1.30M | 0.37% | −800−4.8% | Reduced |
| 1st Source Bank | 15,900 | $1.30M | 0.09% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 15,810 | $1.29M | 1.20% | +5,091+47.5% | Added |
| WCG Wealth Advisors LLC | 15,537 | $1.28M | 0.09% | +3,471+28.8% | Added |
| Cetera Advisors LLC | 16,983 | $1.28M | 0.02% | +604+3.7% | Added |
| Gotham Asset Management, LLC | 15,589 | $1.27M | 0.03% | −203−1.3% | Reduced |
| Courier Capital LLC | 15,525 | $1.27M | 0.11% | 00.0% | Unchanged |
| LGT Group Foundation | 15,693 | $1.26M | 0.03% | −189,963−92.4% | Reduced |
| SeaCrest Wealth Management, LLC | 15,441 | $1.26M | 0.16% | +79+0.5% | Added |
| River Street Advisors LLC | 15,395 | $1.26M | 1.19% | +935+6.5% | Added |
| Trust Asset Management LLC | 15,376 | $1.26M | 0.14% | 00.0% | Unchanged |
| White Pine Capital LLC | 15,321 | $1.25M | 0.50% | −768−4.8% | Reduced |
| Insight Inv LLC | 17,092 | $1.25M | 1.38% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 15,245 | $1.25M | 0.10% | +15,245 | New |
| PEAK6 Investments LLC | 15,221 | $1.24M | 0.06% | −48,323−76.0% | Reduced |
| Ironwood Investment Counsel, LLC | 15,129 | $1.24M | 0.29% | −788−5.0% | Reduced |
| Financial Counselors Inc | 15,033 | $1.23M | 0.02% | +1,700+12.8% | Added |
| GPS Wealth Strategies Group, LLC | 15,023 | $1.23M | 0.24% | −47−0.3% | Reduced |
| Duality Advisers, LP | 14,988 | $1.22M | 0.15% | +14,988 | New |
| Koshinski Asset Management, Inc. | 14,967 | $1.22M | 0.14% | +105+0.7% | Added |
| Mystic Asset Management, Inc. | 14,863 | $1.21M | 0.68% | +301+2.1% | Added |
| LGT Fund Management Co Ltd. | 15,090 | $1.21M | 0.59% | +1,200+8.6% | Added |
| Schear Investment Advisers, LLC | 14,795 | $1.21M | 1.30% | −457−3.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 14,779 | $1.21M | 0.67% | +4,310+41.2% | Added |
| Somerset Trust Co | 14,723 | $1.20M | 0.55% | +22+0.1% | Added |