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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; 2,745 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, Q4 2023

Institutional positions in Morgan Stanley as of Dec 31, 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
1,761
+123 vs. Q3 2023
Shares held
1.38B
−267.8K (0.0%) vs. Q3 2023
Total value
$128.3B
+$15.8B (+14.1%) vs. Q3 2023
New holders
246
600 more added
Sold out
123
715 more reduced

33 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,761 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,673 institutionsQ2 2022: 1,607 institutionsQ3 2022: 1,586 institutionsQ4 2022: 1,682 institutionsQ1 2023: 1,674 institutionsQ2 2023: 1,689 institutionsQ3 2023: 1,671 institutionsQ4 2023: 1,761 institutionsQ1 2024: 1,799 institutionsQ2 2024: 1,829 institutionsQ3 2024: 1,875 institutionsQ4 2024: 2,118 institutionsQ1 2025: 2,104 institutionsQ2 2025: 2,209 institutionsQ3 2025: 2,266 institutionsQ4 2025: 2,533 institutionsQ1 2026: 2,514 institutionsQ2 2026: 2,745 institutions
Value heldQ4 2023: $128.3B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.1BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,514$218.1B
Q4 20252,533$239.4B
Q3 20252,266$211.9B
Q2 20252,209$190.6B
Q1 20252,104$159.1B
Q4 20242,118$170.9B
Q3 20241,875$141.1B
Q2 20241,829$131.2B
Q1 20241,799$127.8B
Q4 20231,761$128.3B
Q3 20231,671$112.7B
Q2 20231,689$118.7B
Q1 20231,674$124.1B
Q4 20221,682$120.2B
Q3 20221,586$112.7B
Q2 20221,607$109.6B
Q1 20221,673$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2023.

Institutions holding MS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
VitalStone Financial, LLC1$00.00%00.0%Unchanged
Tradewinds Capital Management, LLC1$940.00%−55−98.2%Reduced
Caitlin John, LLC4$3790.00%+4New
Highline Wealth Partners LLC4$3840.00%−202−98.1%Reduced
Financial Perspectives, Inc5$4660.00%+5New
State of Wyoming6$5600.00%+1+20.0%Added
Strategic Investment Solutions, Inc.10$9320.00%+10New
Tfo-TDC, LLC12$1.12K0.00%−2−14.3%Reduced
Sofos Investments, Inc.13$1.21K0.00%−235−94.8%Reduced
Ables, Iannone, Moore & Associates, Inc.13$1.21K0.00%+13New
Arlington Partners LLC17$1.58K0.00%−1,007−98.3%Reduced
Horizons Wealth Management17$1.58K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC17$1.59K0.00%+17New
Cherry Tree Wealth Management, LLC19$1.77K0.00%−21−52.5%Reduced
Impact Partnership Wealth, LLC20$1.86K0.00%−14−41.2%Reduced
POM Investment Strategies, LLC21$1.96K0.00%+21New
Able Wealth Management LLC23$2.16K0.00%+23New
Acima Private Wealth, LLC26$2.42K0.00%00.0%Unchanged
Northwest Financial Advisors27$2.50K0.00%+27New
New Millennium Group LLC29$2.70K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.30$2.80K0.00%+30New
Cassady Schiller Wealth Management, LLC38$3.54K0.00%00.0%Unchanged
Arlington Trust Co LLC41$3.82K0.00%−983−96.0%Reduced
Long Island Wealth Management, Inc.38$4.00K0.00%+38New
First Command Advisory Services, Inc.44$4.10K0.00%+44New
Blume Capital Management, Inc.47$4.38K0.00%00.0%Unchanged
HWG Holdings LP50$4.66K0.00%−6,250−99.2%Reduced
Versant Capital Management, Inc51$4.76K0.00%+9+21.4%Added
Your Advocates Ltd., LLP56$5.22K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.63$5.36K0.00%−7−10.0%Reduced
Front Row Advisors LLC60$5.59K0.00%−392−86.7%Reduced
AllSquare Wealth Management LLC60$5.59K0.00%00.0%Unchanged
Raleigh Capital Management Inc.65$6.09K0.00%+60+1,200.0%Added
Disciplined Equity Management, Inc.66$6.16K0.00%+66New
DiNuzzo Private Wealth, Inc.66$6.16K0.00%+66New
Aspire Private Capital, LLC67$6.33K0.00%00.0%Unchanged
Arcadia Investment Management Corp70$6.53K0.00%00.0%Unchanged
Westside Investment Management, Inc.70$6.53K0.00%00.0%Unchanged
Stone House Investment Management, LLC70$6.53K0.00%00.0%Unchanged
McIlrath & Eck, LLC70$6.53K0.00%00.0%Unchanged
Live Oak Investment Partners–$6.53K0.01%––
Creative Capital Management Investments LLC72$6.71K0.00%00.0%Unchanged
First Community Trust NA73$6.81K0.01%−10−12.0%Reduced
ICA Group Wealth Management, LLC75$6.99K0.00%+75New
Coston, McIsaac & Partners77$7.00K0.00%+77New
Mowery & Schoenfeld Wealth Management, LLC80$7.46K0.02%+80New
Chesapeake Asset Management LLC83$7.74K0.01%−207−71.4%Reduced
Atwood & Palmer Inc85$7.93K0.00%−205−70.7%Reduced
Ancora Advisors, LLC86$8.02K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.87$8.11K0.01%00.0%Unchanged
Birchbrook, Inc.91$8.48K0.01%+91New
Frank, Rimerman Advisors LLC91$8.49K0.00%+91New
Dunhill Financial, LLC94$8.78K0.01%+94New
PayPay Securities Corp97$9.06K0.44%+16+19.8%Added
Morton Brown Family Wealth, LLC98$9.14K0.00%00.0%Unchanged
Cornerstone Planning Group LLC100$9.32K0.00%−15−13.0%Reduced
Friedenthal Financial100$9.32K0.01%+100New
Pacific Capital Wealth Advisors, Inc100$9.32K0.00%+100New
Laurel Wealth Advisors LLC104$9.70K0.00%00.0%Unchanged
Valued Wealth Advisors LLC119$9.72K0.01%+119New
Davis Capital Management105$9.79K0.01%+105New
PrairieView Partners, LLC107$10.0K0.00%+2+1.9%Added
Frazier Financial Advisors, LLC109$10.2K0.01%+109New
Raffa Wealth Management, LLC111$10.4K0.00%00.0%Unchanged
Dogwood Wealth Management LLC111$10.4K0.01%+111New
Nordwand Advisors, LLC113$10.5K0.00%00.0%Unchanged
General Partner, Inc.117$10.9K0.01%00.0%Unchanged
Transcendent Capital Group LLC117$10.9K0.01%+117New
Oliver Lagore Vanvalin Investment Group118$11.0K0.00%−248−67.8%Reduced
Old Point Trust & Financial Services N A119$11.1K0.00%+119New
Gables Capital Management Inc.120$11.2K0.01%00.0%Unchanged
Stephens Consulting, LLC125$11.7K0.00%00.0%Unchanged
Kelly Financial Services LLC133$12.4K0.01%00.0%Unchanged
Tennessee Valley Asset Management Partners139$12.9K0.00%+139New
Hantz Financial Services, Inc.144$13.0K0.00%+29+25.2%Added
TD Capital Management LLC140$13.1K0.00%00.0%Unchanged
RFP Financial Group LLC141$13.1K0.01%+141New
Center for Financial Planning, Inc.150$14.0K0.00%−50−25.0%Reduced
JNBA Financial Advisors152$14.2K0.00%−48−24.0%Reduced
First PREMIER Bank156$15.0K0.00%00.0%Unchanged
Avion Wealth166$15.0K0.00%−3−1.8%Reduced
Archer Investment Corp166$15.5K0.00%+10+6.4%Added
Horizon Bancorp Inc173$16.0K0.01%00.0%Unchanged
Private Wealth Management Group, LLC173$16.1K0.01%+173New
Silicon Valley Capital Partners177$16.5K0.00%+2+1.1%Added
Aspect Partners, LLC177$16.5K0.01%+177New
Iron Horse Wealth Management, LLC182$17.0K0.01%00.0%Unchanged
Broadwater Capital Management LLC183$17.1K0.01%+183New
Glass Jacobson Investment Advisors llc185$17.3K0.01%−143−43.6%Reduced
Red Tortoise LLC188$17.5K0.01%00.0%Unchanged
Kathleen S. Wright Associates Inc.192$17.9K0.01%+192New
Bare Financial Services, Inc199$18.6K0.04%+199New
Bourgeon Capital Management LLC200$18.6K0.00%00.0%Unchanged
Focused Wealth Management, Inc208$19.4K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA210$20.0K0.01%−550−72.4%Reduced
JJJ Advisors Inc.218$20.3K0.00%−119−35.3%Reduced
Planning Capital Management Corp227$21.2K0.02%+227New
Plante Moran Financial Advisors, LLC236$22.0K0.00%+36+18.0%Added
Atlantic Edge Private Wealth Management, LLC255$23.8K0.01%+255New
Solstein Capital, LLC256$23.9K0.02%00.0%Unchanged