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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

Q4 2023 vs. Q3 2023

How the institutions holding Morgan Stanley changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of MS: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1,671331,761+123
Shares1.38B3.56M1.38B−267.8K (0.0%)
Value$112.7B$290.8M$128.3B+$15.8B (+14.1%)

33 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (246)

Institutions that held Morgan Stanley at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 246 by value.

Institutions new to MS in Q4 2023
InstitutionSharesValue% of portfolio
Ontario Teachers Pension Plan Board5,499,919$512.9M5.12%
Unisphere Establishment2,365,000$220.5M2.28%
Kames Capital plc583,547$54.4M0.87%
Susquehanna Portfolio Strategies, LLC508,849$47.5M0.84%
AustralianSuper Pty Ltd441,817$41.2M0.25%
Optiver Holding B.V.411,406$38.4M1.15%
Holocene Advisors, LP372,818$34.8M0.14%
Sapient Capital LLC369,542$34.5M0.89%
Degroof Petercam Asset Management333,000$31.1M0.41%
Parallax Volatility Advisers, L.P.310,205$28.9M0.80%
Point72 Asset Management, L.P.298,286$27.8M0.08%
Fullerton Fund Management Co Ltd.297,353$27.7M1.61%
Ninety One UK Ltd246,955$23.0M0.07%
Marshall Wace, LLP177,546$16.6M0.03%
Pathstone Holdings, LLC174,177$16.3M0.09%
AlTi Global, Inc.110,264$10.3M0.31%
Nixon Peabody Trust Co109,863$10.2M1.15%
Groupama Asset Managment108,839$10.1M0.26%
BOCHK Asset Management Ltd106,400$9.92M6.10%
Point72 Europe (London) LLP103,360$9.64M1.21%
Ninety One SA (PTY) Ltd102,023$9.51M1.45%
Hudson Bay Capital Management LP80,000$7.46M0.07%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD65,857$6.14M0.42%
L & S Advisors Inc61,056$5.69M0.69%
Lighthouse Investment Partners, LLC53,334$4.97M0.36%
GLOBALT Investments LLC39,318$3.67M0.15%
HighPoint Advisor Group LLC36,794$3.35M0.24%
FJ Investments, LLC32,693$3.05M0.14%
Clear Street Markets LLC31,000$2.89M1.16%
University of Texas/Texas Am Investment Managment Co28,732$2.68M0.73%
Winton Group Ltd28,710$2.68M0.19%
Skopos Labs, Inc.27,906$2.60M1.24%
HTLF Bank25,605$2.39M0.28%
New Age Alpha Advisors, LLC25,000$2.33M1.77%
LM Advisors LLC24,081$2.25M0.45%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD22,943$2.14M0.42%
Clear Rock Advisors, LLC24,875$2.14M0.97%
Moreno Evelyn V21,395$2.00M0.94%
TrueMark Investments, LLC21,083$1.97M1.95%
Ratan Capital Management LP21,000$1.96M1.28%
Granite Group Advisors, LLC21,962$1.91M1.35%
Banco BTG Pactual S.A.20,263$1.90M0.43%
Werlinich Asset Management, LLC19,690$1.84M1.40%
Lombard Odier Asset Management (USA) Corp15,133$1.41M0.21%
Principal Securities, Inc.14,241$1.33M0.05%
Lombard Odier Asset Management (Switzerland) SA13,657$1.27M0.17%
Quadcap Wealth Management, LLC13,277$1.24M0.32%
Premier Path Wealth Partners, LLC13,084$1.22M0.27%
Lansing Street Advisors11,844$1.10M0.58%
Focus Financial Network Inc11,643$1.09M0.04%
Van Leeuwen & Company, LLC11,386$1.06M0.62%
Helios Capital Management Pte. Ltd11,300$1.05M0.83%
Commerzbank Aktiengesellschaft9,798$914.0K0.04%
Concurrent Investment Advisors, LLC9,710$905.4K0.04%
Everpar Advisors LLC9,665$901.3K0.42%
Longfellow Investment Management Co LLC9,572$892.6K0.22%
Trust Point Inc.9,434$879.7K0.07%
Schonfeld Strategic Advisors LLC9,243$861.9K0.01%
Rockland Trust Co9,236$861.3K0.05%
GAMMA Investing LLC9,517$830.3K0.22%
Inspire Trust Co, N.A.8,300$774.0K0.80%
Cidel Asset Management Inc7,257$676.7K0.03%
Spouting Rock Asset Management, LLC7,236$674.8K0.25%
Advisor Resource Council6,813$635.3K0.07%
Rothschild Investment LLC6,533$609.2K0.05%
Colony Group, LLC6,525$608.0K0.01%
Woodmont Investment Counsel LLC6,323$589.6K0.06%
Cubic Asset Management, LLC6,296$587.1K0.15%
Icon Wealth Advisors, LLC6,217$579.7K0.06%
US Asset Management LLC6,176$576.0K0.57%
Mesirow Financial Investment Management, Inc.6,118$570.5K0.02%
Bridgefront Capital, LLC6,088$567.7K0.43%
Barlow Wealth Partners, Inc.5,782$539.2K0.08%
Capital Square, LLC5,759$537.0K0.61%
Two Sigma Advisers, LP5,600$522.2K0.00%
GM Advisory Group, Inc.5,552$517.7K0.04%
Willner & Heller, LLC5,009$467.1K0.52%
Founders Financial Securities LLC4,994$465.7K0.05%
Mosley Wealth Management4,976$464.0K0.46%
Foster Dykema Cabot & Partners, LLC4,968$463.3K0.05%
Sanibel Captiva Trust Company, Inc.4,945$461.1K0.02%
Turtle Creek Wealth Advisors, LLC4,929$459.6K0.14%
Suvretta Capital Management, LLC4,800$447.6K0.02%
Calton & Associates, Inc.4,752$443.1K0.18%
Visionary Horizons, LLC4,494$419.1K0.34%
Bell & Brown Wealth Advisors, LLC4,445$414.6K0.19%
Landscape Capital Management, L.L.C.4,391$409.5K0.04%
South Dakota Investment Council4,300$401.0K0.01%
Vestmark Advisory Solutions, Inc.4,272$398.4K0.02%
Evernest Financial Advisors, LLC4,204$392.0K0.20%
Silver Coast Investments LLC4,173$389.1K0.18%
Canopy Partners, LLC4,147$386.7K0.24%
Holderness Investments Co3,968$370.0K0.10%
Essex Savings Bank3,950$368.3K0.11%
Rosenbaum Jay D.3,810$355.3K0.92%
Cetera Trust Company, N.A3,804$354.7K0.22%
Hobbs Group Advisors, LLC3,650$340.4K0.15%
Change Path, LLC3,616$338.0K0.02%
Adviser Investments LLC3,423$319.2K0.00%
Quotient Wealth Partners, LLC3,419$318.8K0.01%

Sold out (123)

Institutions that held Morgan Stanley at the end of Q3 2023 and filed for Q4 2023 without it.

Showing the largest 100 of 123 by value.

Institutions that sold out of MS in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Eminence Capital, LP986,099$80.5M
Canoe Financial LP443,651$49.2M
Select Equity Group, L.P.565,262$46.2M
Kettle Hill Capital Management, LLC333,678$27.3M
Mizuho Markets Americas LLC269,470$22.0M
Zurich Insurance Group Ltd175,371$14.3M
Wolverine Asset Management LLC169,540$13.8M
Wealth High Governance Capital Ltda150,000$12.3M
Bayesian Capital Management, LP106,000$8.66M
Castleark Management LLC105,960$8.65M
Power Corp of Canada104,077$8.50M
Capula Management Ltd86,087$7.03M
Eisler Capital (US) LLC71,305$5.82M
Coronation Fund Managers Ltd.63,690$5.20M
Providence Capital Advisors, LLC57,326$4.68M
Caas Capital Management LP54,554$4.46M
GQG Partners LLC53,311$4.35M
Meritage Portfolio Management49,411$4.04M
Walleye Trading LLC47,574$3.89M
Cornerstone Wealth Group, LLC47,511$3.88M
Laurion Capital Management LP46,606$3.81M
Cypress Financial Planning LLC40,898$3.34M
Carlson Capital L P37,400$3.05M
Centiva Capital, LP35,998$2.94M
Advent Capital Management35,000$2.86M
Readystate Asset Management LP33,981$2.78M
Two Sigma Securities, LLC30,423$2.48M
One River Asset Management, LLC28,810$2.36M
Paloma Partners Management Co27,946$2.28M
Gates Foundation TrustSuperinvestorGates Foundation Trust27,880$2.28M
Sciencast Management LP23,098$1.89M
Atlas Private Wealth Advisors21,750$1.78M
United Asset Strategies, Inc.21,059$1.72M
Mitsubishi UFJ Asset Management (UK) Ltd.20,500$1.67M
Capital Markets Trading UK LLP20,366$1.66M
Westwood Holdings Group Inc.20,063$1.64M
Fund Management at Engine No. 1 LLC18,247$1.49M
Harbour Capital Advisors, LLC17,095$1.40M
Mirabella Financial Services LLP17,078$1.39M
Mint Tower Capital Management B.V.16,528$1.35M
PEAK6 Investments LLC15,221$1.24M
Duality Advisers, LP14,988$1.22M
LGT Fund Management Co Ltd.15,090$1.21M
CMT Capital Markets Trading GmbH12,397$1.01M
MQS Management LLC11,804$964.0K
Red Cedar Investment Management, LLC10,290$840.4K
Pacific Global Investment Management CO9,818$801.8K
DF Dent & Co Inc9,493$775.3K
Symmetry Investments LP9,060$739.9K
Twin Capital Management Inc8,947$730.7K
Diametric Capital, LP8,884$725.6K
Northwest & Ethical Investments L.P.8,770$716.2K
Western Financial Corp8,494$693.7K
ISAM Funds (UK) Ltd7,642$624.1K
ING Groep NV7,484$611.2K
Lloyd Advisory Services, LLC.7,198$587.9K
XY Capital Ltd7,080$578.2K
Caerus Investment Advisors, LLC7,010$572.5K
Balentine LLC6,974$569.6K
Evoke Wealth, LLC6,844$559.0K
Monograph Wealth Advisors, LLC6,620$540.7K
Garda Capital Partners LP6,216$507.7K
Granite Bay Wealth Management, LLC5,300$463.0K
Portman Square Capital LLP5,506$449.7K
Jump Financial, LLC4,814$393.2K
Tanager Wealth Management LLP4,804$392.3K
Everhart Financial Group, Inc.4,734$386.6K
King Wealth4,545$371.0K
Oak Thistle LLC4,522$369.3K
Wagner Wealth Management, LLC4,521$369.3K
Alpha Family Trust4,405$359.8K
Garde Capital, Inc.4,254$347.0K
Cape Cod Five Cents Savings Bank3,678$300.4K
West Family Investments, Inc.3,677$300.3K
KG&L Capital Management,LLC3,605$294.4K
Advisory Research Inc3,519$287.4K
Cable Hill Partners, LLC3,427$279.9K
Owen LaRue, LLC3,310$270.3K
Capstone Financial Advisors, Inc.3,185$260.1K
Bluefin Capital Management, LLC3,100$253.2K
Coastal Investment Advisors, Inc.2,911$248.6K
Independent Solutions Wealth Management, LLC2,959$241.7K
Keystone Financial Group2,886$235.7K
Quadrant Private Wealth Management, LLC2,830$231.1K
Reik & Co., LLC2,703$220.8K
Masso Torrence Wealth Management Inc.2,595$211.9K
WSFS Capital Management, LLC2,544$207.8K
Gratus Capital LLC2,506$204.7K
Carmel Capital Partners, LLC2,107$172.1K
Harvest Fund Management Co., Ltd1,848$151.0K
IMA Wealth, Inc.1,804$147.3K
Headinvest, LLC1,802$144.9K
Cutler Group LP1,540$125.0K
PFG Private Wealth Management, LLC1,449$118.3K
Riverview Trust Co1,422$116.1K
Rock Creek Group, LP1,334$108.9K
Stonebridge Capital Advisors LLC960$78.4K
Marathon Trading Investment Management LLC600$49.0K
RVW Wealth, LLC336$27.4K
WR Wealth Planners, LLC334$27.3K

Not filed for Q4 2023 yet (33)

Institutions that held Morgan Stanley at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.