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 |
|---|---|---|---|---|---|
| Decatur Capital Management, Inc. | 14,719 | $1.20M | 0.87% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.20M | 0.51% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 14,627 | $1.19M | 0.05% | +7,528+106.0% | Added |
| Delphi Management Inc | 14,587 | $1.19M | 1.22% | +80+0.6% | Added |
| Profund Advisors LLC | 14,475 | $1.18M | 0.07% | −723−4.8% | Reduced |
| Diligent Investors, LLC | 14,347 | $1.17M | 0.36% | −455−3.1% | Reduced |
| Dynamic Advisor Solutions LLC | 14,227 | $1.16M | 0.05% | +4,285+43.1% | Added |
| NEOS Investment Management LLC | 14,152 | $1.16M | 0.15% | +14,152 | New |
| Duff & Phelps Investment Management Co | 14,103 | $1.15M | 0.02% | −398−2.7% | Reduced |
| Old National Bancorp | 14,014 | $1.14M | 0.03% | +5,825+71.1% | Added |
| S&CO Inc | 13,915 | $1.14M | 0.09% | 00.0% | Unchanged |
| South State Corp. | 13,890 | $1.13M | 0.11% | +517+3.9% | Added |
| Capital Asset Advisory Services LLC | 14,372 | $1.13M | 0.08% | +3,970+38.2% | Added |
| Nilsine Partners, LLC | 13,787 | $1.13M | 0.17% | +50.0% | Added |
| Whittier Trust Co | 13,783 | $1.13M | 0.02% | −129−0.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 13,685 | $1.12M | 0.18% | +650+5.0% | Added |
| Berkeley Capital Partners, LLC | 13,618 | $1.11M | 0.40% | −348−2.5% | Reduced |
| Fidelis Capital Partners, LLC | 13,576 | $1.11M | 0.38% | +266+2.0% | Added |
| GTS Securities LLC | 13,553 | $1.11M | 0.02% | +13,553 | New |
| Excalibur Management Corp | 13,516 | $1.10M | 0.57% | +138+1.0% | Added |
| Systematic Financial Management LP | 13,500 | $1.10M | 0.04% | 00.0% | Unchanged |
| TLWM | 13,391 | $1.09M | 0.29% | +470+3.6% | Added |
| AMG National Trust Bank | 13,349 | $1.09M | 0.04% | +270+2.1% | Added |
| Allworth Financial LP | 13,341 | $1.09M | 0.01% | −208−1.5% | Reduced |
| Long Run Wealth Advisors, LLC | 13,318 | $1.09M | 0.35% | −50.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 13,277 | $1.08M | 0.00% | +10,437+367.5% | Added |
| Investors Research Corp | 13,266 | $1.08M | 0.28% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 13,158 | $1.07M | 0.24% | +13,158 | New |
| First Dallas Securities Inc. | 13,113 | $1.07M | 0.25% | +8,513+185.1% | Added |
| Bard Financial Services, Inc. | 13,095 | $1.07M | 0.13% | +475+3.8% | Added |
| Cigna Investments Inc | 12,999 | $1.06M | 0.24% | −1,904−12.8% | Reduced |
| Avalon Trust Co | 13,000 | $1.06M | 0.11% | −2,600−16.7% | Reduced |
| Worm Capital, LLC | 12,985 | $1.06M | 1.04% | +2,141+19.7% | Added |
| PFG Investments, LLC | 12,923 | $1.06M | 0.20% | −566−4.2% | Reduced |
| Morse Asset Management, Inc | 12,873 | $1.05M | 0.33% | −1,693−11.6% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 12,825 | $1.05M | 0.31% | 00.0% | Unchanged |
| Garner Asset Management Corp | 12,808 | $1.05M | 0.63% | +4,704+58.0% | Added |
| Dakota Wealth Management | 12,803 | $1.05M | 0.05% | +1,785+16.2% | Added |
| EP Wealth Advisors, LLC | 12,744 | $1.04M | 0.02% | +8,547+203.6% | Added |
| Panagora Asset Management Inc | 12,729 | $1.04M | 0.01% | +13+0.1% | Added |
| Summit Trail Advisors, LLC | 12,714 | $1.04M | 0.04% | +203+1.6% | Added |
| Atom Investors LP | 12,698 | $1.04M | 0.24% | +7,193+130.7% | Added |
| Cape Ann Savings Bank | 12,660 | $1.03M | 0.73% | −60−0.5% | Reduced |
| Waterfront Wealth Inc. | 14,474 | $1.03M | 0.34% | +430+3.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.03M | 0.39% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 12,569 | $1.03M | 0.14% | +12,569 | New |
| Zullo Investment Group, Inc. | 12,409 | $1.01M | 0.59% | −223−1.8% | Reduced |
| CMT Capital Markets Trading GmbH | 12,397 | $1.01M | 0.58% | −41,103−76.8% | Reduced |
| Verdence Capital Advisors LLC | 12,328 | $1.01M | 0.11% | +394+3.3% | Added |
| Kingswood Wealth Advisors, LLC | 12,281 | $1.00M | 0.17% | +12,281 | New |
| Avidian Wealth Solutions, LLC | 12,247 | $1.00M | 0.07% | −314−2.5% | Reduced |
| Abbrea Capital, LLC | 12,224 | $998.0K | 0.16% | −260−2.1% | Reduced |
| Viewpoint Capital Management LLC | 12,215 | $997.6K | 0.80% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 12,032 | $982.7K | 0.03% | +5,719+90.6% | Added |
| StoneX Group Inc. | 12,031 | $982.6K | 0.11% | +576+5.0% | Added |
| Resources Investment Advisors, LLC. | 11,957 | $976.5K | 0.02% | +438+3.8% | Added |
| Donald L. Hagan, LLC | 11,929 | $974.2K | 0.58% | −308−2.5% | Reduced |
| Delta Asset Management LLC | 11,927 | $974.1K | 0.10% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 11,921 | $973.6K | 0.22% | +7,120+148.3% | Added |
| Smith, Salley & Associates | 11,911 | $972.7K | 0.07% | +11,911 | New |
| Peoples Financial Services Corp. | 11,874 | $969.7K | 0.46% | +4,042+51.6% | Added |
| Alpha DNA Investment Management LLC | 11,869 | $969.3K | 0.62% | −14,051−54.2% | Reduced |
| Berkshire Asset Management LLC | 11,843 | $967.2K | 0.06% | 00.0% | Unchanged |
| Mather Group, LLC. | 11,838 | $966.8K | 0.02% | +121+1.0% | Added |
| MQS Management LLC | 11,804 | $964.0K | 0.59% | +11,804 | New |
| Transamerica Financial Advisors, Inc. | 11,778 | $962.0K | 0.13% | −822−6.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 11,732 | $958.1K | 0.22% | +11+0.1% | Added |
| Columbia Trust Co 01012016 | 11,644 | $951.0K | 0.55% | +901+8.4% | Added |
| Principle Wealth Partners LLC | 11,630 | $949.8K | 0.10% | +50.0% | Added |
| InterOcean Capital Group, LLC | 11,622 | $949.1K | 0.03% | +89+0.8% | Added |
| Gibraltar Capital Management, Inc. | 11,614 | $948.5K | 0.42% | +7+0.1% | Added |
| Parsons Capital Management Inc | 11,596 | $947.0K | 0.07% | +405+3.6% | Added |
| Quent Capital, LLC | 11,567 | $944.7K | 0.15% | −72−0.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,551 | $943.4K | 0.16% | +48+0.4% | Added |
| J.W. Cole Advisors, Inc. | 11,549 | $943.2K | 0.07% | +298+2.6% | Added |
| GFG Capital, LLC | 11,524 | $941.2K | 0.31% | +221+2.0% | Added |
| Ar Asset Management Inc | 11,400 | $931.0K | 0.26% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 11,363 | $928.0K | 0.09% | −427−3.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 11,315 | $924.1K | 0.32% | +455+4.2% | Added |
| Rossmore Private Capital | 11,264 | $919.9K | 0.14% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 11,214 | $915.8K | 0.15% | +1,124+11.1% | Added |
| Diversified Trust Co | 11,160 | $911.4K | 0.03% | +3,363+43.1% | Added |
| Dorsey & Whitney Trust CO LLC | 11,102 | $906.7K | 0.08% | −308−2.7% | Reduced |
| Trust Co of Vermont | 11,081 | $905.0K | 0.06% | −525−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 10,980 | $896.7K | 0.10% | −385−3.4% | Reduced |
| Washington Trust Co | 10,975 | $896.3K | 0.04% | +200+1.9% | Added |
| Beese Fulmer Investment Management, Inc. | 10,971 | $896.0K | 0.10% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10,942 | $893.6K | 0.04% | −524−4.6% | Reduced |
| Washburn Capital Management, Inc. | 10,926 | $892.3K | 0.75% | −190−1.7% | Reduced |
| Capital Investment Advisory Services, LLC | 10,917 | $891.6K | 0.09% | +776+7.7% | Added |
| Legacy Bridge, LLC | 10,898 | $890.0K | 0.63% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 10,796 | $881.7K | 0.14% | +10,796 | New |
| Wintrust Investments LLC | 10,718 | $875.0K | 0.09% | −895−7.7% | Reduced |
| Venturi Wealth Management, LLC | 10,646 | $869.5K | 0.07% | −50−0.5% | Reduced |
| Wedmont Private Capital | 10,837 | $866.0K | 0.09% | −965−8.2% | Reduced |
| Trust Co of Toledo NA | 10,581 | $864.1K | 0.17% | +5,055+91.5% | Added |
| V-Square Quantitative Management LLC | 10,579 | $864.0K | 0.38% | +2,817+36.3% | Added |
| FourThought Financial Partners, LLC | 10,570 | $863.3K | 0.12% | −845−7.4% | Reduced |
| Haverford Trust Co | 10,524 | $859.5K | 0.01% | −1,581−13.1% | Reduced |
| Beacon Financial Group | 10,083 | $859.0K | 0.12% | −380−3.6% | Reduced |