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, 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cipher Capital LP | 11,472 | $1.07M | 0.35% | +5,420+89.6% | Added |
| EverSource Wealth Advisors, LLC | 11,538 | $1.08M | 0.10% | +558+5.1% | Added |
| Trust Co of Toledo NA | 11,581 | $1.08M | 0.19% | +1,000+9.5% | Added |
| Donald L. Hagan, LLC | 11,585 | $1.08M | 0.60% | −344−2.9% | Reduced |
| Radnor Capital Management, LLC | 11,602 | $1.08M | 0.20% | +2,582+28.6% | Added |
| Compton Wealth Advisory Group, LLC | 11,621 | $1.08M | 0.34% | +306+2.7% | Added |
| Principle Wealth Partners LLC | 11,636 | $1.09M | 0.09% | +6+0.1% | Added |
| Focus Financial Network Inc | 11,643 | $1.09M | 0.04% | +11,643 | New |
| Washington Trust Co | 11,736 | $1.09M | 0.04% | +761+6.9% | Added |
| Silvercrest Asset Management Group LLC | 11,790 | $1.10M | 0.01% | +1,631+16.1% | Added |
| Berkshire Asset Management LLC | 11,822 | $1.10M | 0.06% | −21−0.2% | Reduced |
| Lansing Street Advisors | 11,844 | $1.10M | 0.58% | +11,844 | New |
| Peoples Financial Services Corp. | 11,872 | $1.11M | 0.48% | −20.0% | Reduced |
| King Luther Capital Management Corp | 11,890 | $1.11M | 0.01% | −4,860−29.0% | Reduced |
| Delta Asset Management LLC | 11,902 | $1.11M | 0.11% | −25−0.2% | Reduced |
| Zullo Investment Group, Inc. | 11,912 | $1.11M | 0.57% | −497−4.0% | Reduced |
| Alpha DNA Investment Management LLC | 11,921 | $1.11M | 0.66% | +52+0.4% | Added |
| Parkside Investments, LLC | 12,000 | $1.12M | 0.19% | +4,000+50.0% | Added |
| Garner Asset Management Corp | 13,151 | $1.12M | 0.57% | +343+2.7% | Added |
| Quent Capital, LLC | 12,210 | $1.14M | 0.15% | +643+5.6% | Added |
| Viewpoint Capital Management LLC | 12,215 | $1.14M | 0.80% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 12,241 | $1.14M | 0.02% | −37,633−75.5% | Reduced |
| Berkeley Capital Partners, LLC | 12,248 | $1.14M | 0.38% | −1,370−10.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 12,397 | $1.16M | 0.14% | −172−1.4% | Reduced |
| Columbia Trust Co 01012016 | 12,501 | $1.17M | 0.53% | +857+7.4% | Added |
| Signature Estate & Investment Advisors LLC | 12,570 | $1.17M | 0.03% | −482,807−97.5% | Reduced |
| Verdence Capital Advisors LLC | 12,595 | $1.17M | 0.11% | +267+2.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.17M | 0.41% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 12,618 | $1.18M | 0.10% | +3,066+32.1% | Added |
| Snowden Capital Advisors LLC | 12,652 | $1.18M | 0.04% | −46,330−78.5% | Reduced |
| Diversified Trust Co | 12,683 | $1.18M | 0.04% | +1,523+13.6% | Added |
| Dorsey & Whitney Trust CO LLC | 12,703 | $1.18M | 0.09% | +1,601+14.4% | Added |
| Panagora Asset Management Inc | 12,729 | $1.19M | 0.01% | 00.0% | Unchanged |
| South State Corp. | 12,774 | $1.19M | 0.10% | −1,116−8.0% | Reduced |
| Cigna Investments Inc | 12,864 | $1.20M | 0.25% | −135−1.0% | Reduced |
| Avalon Trust Co | 13,000 | $1.21M | 0.11% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 13,006 | $1.21M | 0.07% | +1,457+12.6% | Added |
| Whittier Trust Co | 13,045 | $1.22M | 0.02% | −738−5.4% | Reduced |
| Allworth Financial LP | 13,068 | $1.22M | 0.01% | −273−2.0% | Reduced |
| Long Run Wealth Advisors, LLC | 13,068 | $1.22M | 0.35% | −250−1.9% | Reduced |
| Premier Path Wealth Partners, LLC | 13,084 | $1.22M | 0.27% | +13,084 | New |
| Pekin Hardy Strauss, Inc. | 13,135 | $1.22M | 0.18% | −550−4.0% | Reduced |
| Tocqueville Asset Management L.P. | 13,181 | $1.23M | 0.02% | −5,048−27.7% | Reduced |
| Investors Research Corp | 13,266 | $1.24M | 0.30% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 13,277 | $1.24M | 0.32% | +13,277 | New |
| First National Advisers, LLC | 13,325 | $1.24M | 0.36% | +4,787+56.1% | Added |
| Spire Wealth Management | 14,623 | $1.25M | 0.04% | −1,294−8.1% | Reduced |
| Qtron Investments LLC | 13,403 | $1.25M | 0.20% | +5,048+60.4% | Added |
| Capital Investment Advisory Services, LLC | 13,445 | $1.25M | 0.12% | +2,528+23.2% | Added |
| Dakota Wealth Management | 13,453 | $1.25M | 0.05% | +650+5.1% | Added |
| TLWM | 13,475 | $1.26M | 0.30% | +84+0.6% | Added |
| Chatham Capital Group, Inc. | 13,481 | $1.26M | 0.25% | +1,560+13.1% | Added |
| Deltec Asset Management LLC | 13,500 | $1.26M | 0.28% | −5,000−27.0% | Reduced |
| Systematic Financial Management LP | 13,500 | $1.26M | 0.04% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 13,560 | $1.26M | 0.27% | −2,921−17.7% | Reduced |
| Excalibur Management Corp | 13,568 | $1.27M | 0.59% | +52+0.4% | Added |
| Meridian Wealth Management, LLC | 13,642 | $1.27M | 0.08% | −12,128−47.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 13,657 | $1.27M | 0.17% | +13,657 | New |
| Mirador Capital Partners LP | 13,702 | $1.28M | 0.27% | +544+4.1% | Added |
| AMG National Trust Bank | 13,859 | $1.29M | 0.04% | +510+3.8% | Added |
| S&CO Inc | 13,915 | $1.30M | 0.10% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 14,103 | $1.32M | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 14,115 | $1.32M | 0.39% | −5,230−27.0% | Reduced |
| Insigneo Advisory Services, LLC | 14,147 | $1.32M | 0.19% | +11,463+427.1% | Added |
| Diligent Investors, LLC | 14,149 | $1.32M | 0.36% | −198−1.4% | Reduced |
| Intrust Bank NA | 14,169 | $1.32M | 0.15% | −2,124−13.0% | Reduced |
| Principal Securities, Inc. | 14,241 | $1.33M | 0.05% | +14,241 | New |
| Bard Financial Services, Inc. | 14,250 | $1.33M | 0.15% | +1,155+8.8% | Added |
| Somerset Trust Co | 14,362 | $1.34M | 0.59% | −361−2.5% | Reduced |
| Schear Investment Advisers, LLC | 14,567 | $1.36M | 1.31% | −228−1.5% | Reduced |
| Waterfront Wealth Inc. | 14,613 | $1.36M | 0.40% | +139+1.0% | Added |
| Vident Advisory, LLC | 14,633 | $1.36M | 0.03% | −1,478−9.2% | Reduced |
| Resources Investment Advisors, LLC. | 14,634 | $1.36M | 0.02% | +2,677+22.4% | Added |
| StoneX Group Inc. | 14,665 | $1.37M | 0.14% | +2,634+21.9% | Added |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.37M | 0.53% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 14,736 | $1.37M | 0.12% | −1,980−11.8% | Reduced |
| Credit Agricole S A | 14,825 | $1.38M | 0.03% | −164,655−91.7% | Reduced |
| Financial Counselors Inc | 14,883 | $1.39M | 0.02% | −150−1.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 15,133 | $1.41M | 0.21% | +15,133 | New |
| Gryphon Financial Partners LLC | 14,739 | $1.42M | 0.25% | +11,295+328.0% | Added |
| Old National Bancorp | 15,182 | $1.42M | 0.04% | +1,168+8.3% | Added |
| Retirement Planning Co of New England, Inc. | 15,187 | $1.42M | 0.64% | +408+2.8% | Added |
| LGT Group Foundation | 15,191 | $1.42M | 0.03% | −502−3.2% | Reduced |
| White Pine Capital LLC | 15,271 | $1.42M | 0.55% | −50−0.3% | Reduced |
| Chemung Canal Trust Co | 15,371 | $1.43M | 0.30% | −2,711−15.0% | Reduced |
| Trust Asset Management LLC | 15,376 | $1.43M | 0.14% | 00.0% | Unchanged |
| Clarius Group, LLC | 15,381 | $1.43M | 0.12% | −2,463−13.8% | Reduced |
| WCG Wealth Advisors LLC | 15,437 | $1.44M | 0.11% | −100−0.6% | Reduced |
| Courier Capital LLC | 15,459 | $1.44M | 0.11% | −66−0.4% | Reduced |
| Ironwood Investment Counsel, LLC | 15,496 | $1.45M | 0.27% | +367+2.4% | Added |
| Mystic Asset Management, Inc. | 15,498 | $1.45M | 0.69% | +635+4.3% | Added |
| Paradigm Asset Management Co LLC | 15,500 | $1.45M | 0.38% | −400−2.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 15,586 | $1.45M | 0.07% | −10,787−40.9% | Reduced |
| Northcape Wealth Management, LLC | 15,591 | $1.45M | 0.53% | −949−5.7% | Reduced |
| River Street Advisors LLC | 15,809 | $1.47M | 1.18% | +414+2.7% | Added |
| Capstone Investment Advisors, LLC | 15,817 | $1.47M | 0.03% | −65,612−80.6% | Reduced |
| Cetera Advisors LLC | 17,242 | $1.48M | 0.02% | +259+1.5% | Added |
| Decatur Capital Management, Inc. | 15,876 | $1.48M | 0.89% | +1,157+7.9% | Added |
| Cullen/Frost Bankers, Inc. | 15,901 | $1.48M | 0.02% | −1,600−9.1% | Reduced |
| Checchi Capital Advisers, LLC | 15,938 | $1.49M | 0.12% | −1,885−10.6% | Reduced |