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 |
|---|---|---|---|---|---|
| 1st Source Bank | 15,963 | $1.49M | 0.09% | +63+0.4% | Added |
| Dynamic Advisor Solutions LLC | 15,984 | $1.49M | 0.06% | +1,757+12.3% | Added |
| Wintrust Investments LLC | 16,058 | $1.50M | 0.14% | +5,340+49.8% | Added |
| V-Square Quantitative Management LLC | 16,100 | $1.50M | 0.36% | +5,521+52.2% | Added |
| McKinley Carter Wealth Services, Inc. | 16,165 | $1.51M | 0.11% | +920+6.0% | Added |
| SeaCrest Wealth Management, LLC | 16,205 | $1.51M | 0.19% | +764+4.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 16,211 | $1.51M | 0.42% | −95−0.6% | Reduced |
| Chesapeake Wealth Management | 16,312 | $1.52M | 0.59% | +87+0.5% | Added |
| Fifth Third Wealth Advisors LLC | 16,402 | $1.53M | 0.50% | +178+1.1% | Added |
| Lee Financial Co | 16,444 | $1.53M | 0.27% | +10,980+201.0% | Added |
| Smith, Salley & Associates | 16,484 | $1.54M | 0.10% | +4,573+38.4% | Added |
| Convergence Investment Partners, LLC | 16,632 | $1.55M | 0.81% | −5,270−24.1% | Reduced |
| Delphi Management Inc | 16,728 | $1.56M | 1.43% | +2,141+14.7% | Added |
| Strategic Advisors LLC | 16,771 | $1.56M | 0.30% | −141−0.8% | Reduced |
| Valeo Financial Advisors, LLC | 16,778 | $1.56M | 0.06% | −410−2.4% | Reduced |
| Mach-1 Financial Group, Inc. | 16,878 | $1.57M | 0.60% | −294−1.7% | Reduced |
| PFG Investments, LLC | 17,062 | $1.59M | 0.30% | +4,139+32.0% | Added |
| AIA Group Ltd | 17,091 | $1.59M | 0.07% | 00.0% | Unchanged |
| Insight Inv LLC | 17,092 | $1.59M | 1.56% | 00.0% | Unchanged |
| Trust Investment Advisors | 17,108 | $1.60M | 1.24% | −177−1.0% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 17,246 | $1.61M | 0.41% | +4,421+34.5% | Added |
| Oak Asset Management, LLC | 17,263 | $1.61M | 0.64% | +330+1.9% | Added |
| Wedbush Securities Inc | 17,297 | $1.61M | 0.07% | +406+2.4% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $1.62M | 0.07% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 17,361 | $1.62M | 0.40% | −7,930−31.4% | Reduced |
| Citizens Financial Group Inc | 17,385 | $1.62M | 0.06% | +2,758+18.9% | Added |
| Centaurus Financial, Inc. | 17,524 | $1.63M | 0.12% | +106+0.6% | Added |
| Institute for Wealth Management, LLC. | 17,578 | $1.64M | 0.27% | +618+3.6% | Added |
| Congress Wealth Management LLC | 17,661 | $1.65M | 0.03% | +476+2.8% | Added |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $1.65M | 1.57% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 17,758 | $1.66M | 0.10% | +3,386+23.6% | Added |
| Bradley Foster & Sargent Inc | 17,827 | $1.66M | 0.03% | +1,836+11.5% | Added |
| NEOS Investment Management LLC | 17,913 | $1.67M | 0.16% | +3,761+26.6% | Added |
| Meeder Advisory Services, Inc. | 17,992 | $1.68M | 0.19% | −3,091−14.7% | Reduced |
| We Are One Seven, LLC | 18,028 | $1.68M | 0.10% | −62−0.3% | Reduced |
| Horizon Investments, LLC | 18,263 | $1.69M | 0.05% | +1,379+8.2% | Added |
| Vanguard Capital Wealth Advisors | 18,133 | $1.69M | 1.37% | +2,323+14.7% | Added |
| Abbot Financial Management, Inc. | 18,170 | $1.69M | 1.02% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 18,200 | $1.70M | 1.09% | +2,100+13.0% | Added |
| Profund Advisors LLC | 18,243 | $1.70M | 0.07% | +3,768+26.0% | Added |
| Acropolis Investment Management, LLC | 18,110 | $1.70M | 0.12% | −378−2.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 18,277 | $1.70M | 0.02% | −4,909−21.2% | Reduced |
| Capital Investment Advisors, LLC | 18,318 | $1.71M | 0.04% | −1,700−8.5% | Reduced |
| CAPROCK Group, Inc. | 18,505 | $1.73M | 0.11% | −3,229−14.9% | Reduced |
| Clough Capital Partners L P | 18,550 | $1.73M | 0.19% | −4,200−18.5% | Reduced |
| Belpointe Asset Management LLC | 18,558 | $1.73M | 0.15% | +2,051+12.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 18,596 | $1.73M | 0.08% | −2,085−10.1% | Reduced |
| Covenant Asset Management, LLC | 18,692 | $1.74M | 0.49% | +1,419+8.2% | Added |
| Howland Capital Management LLC | 18,734 | $1.75M | 0.09% | −29−0.2% | Reduced |
| Perigon Wealth Management, LLC | 18,741 | $1.75M | 0.06% | −1,110−5.6% | Reduced |
| Sigma Planning Corp | 18,822 | $1.76M | 0.14% | −23,292−55.3% | Reduced |
| Boston Private Wealth LLC | 18,958 | $1.77M | 0.04% | +336+1.8% | Added |
| Harvest Investment Advisors, LLC | 18,995 | $1.77M | 1.42% | +92+0.5% | Added |
| Kovitz Investment Group Partners, LLC | 19,006 | $1.77M | 0.03% | −6,514−25.5% | Reduced |
| Sumitomo Life Insurance Co | 19,021 | $1.77M | 0.06% | −968−4.8% | Reduced |
| NorthRock Partners, LLC | 19,029 | $1.77M | 0.07% | +10,660+127.4% | Added |
| Forum Financial Management, LP | 19,040 | $1.78M | 0.03% | −789−4.0% | Reduced |
| Lakeview Capital Partners, LLC | 19,309 | $1.80M | 0.32% | +63+0.3% | Added |
| Schechter Investment Advisors, LLC | 19,529 | $1.82M | 0.16% | +2,650+15.7% | Added |
| Financial Advisory Service, Inc. | 19,577 | $1.83M | 0.17% | +3,160+19.2% | Added |
| Werlinich Asset Management, LLC | 19,690 | $1.84M | 1.40% | +19,690 | New |
| Foster & Motley Inc | 19,802 | $1.85M | 0.14% | −7,926−28.6% | Reduced |
| IFG Advisory, LLC | 19,862 | $1.85M | 0.14% | +249+1.3% | Added |
| Atlas Private Wealth Management | 19,911 | $1.86M | 0.87% | +756+3.9% | Added |
| United Fire Group Inc | 20,000 | $1.86M | 3.39% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 20,083 | $1.87M | 0.33% | −1,200−5.6% | Reduced |
| Brown Brothers Harriman & Co | 20,094 | $1.87M | 0.02% | +776+4.0% | Added |
| Modera Wealth Management, LLC | 20,153 | $1.88M | 0.03% | −572−2.8% | Reduced |
| Harbor Capital Advisors, Inc. | 20,178 | $1.88M | 0.37% | +16+0.1% | Added |
| Am Investment Strategies LLC | 20,197 | $1.88M | 0.53% | +3,547+21.3% | Added |
| Koshinski Asset Management, Inc. | 20,274 | $1.89M | 0.29% | +5,307+35.5% | Added |
| Banco BTG Pactual S.A. | 20,263 | $1.90M | 0.43% | +20,263 | New |
| Prospera Financial Services Inc | 20,377 | $1.90M | 0.06% | −160−0.8% | Reduced |
| TD Private Client Wealth LLC | 20,399 | $1.90M | 0.07% | −43−0.2% | Reduced |
| Granite Group Advisors, LLC | 21,962 | $1.91M | 1.35% | +21,962 | New |
| YHB Investment Advisors, Inc. | 20,544 | $1.92M | 0.19% | −36,960−64.3% | Reduced |
| New England Research & Management, Inc. | 20,542 | $1.92M | 1.01% | −875−4.1% | Reduced |
| Hoey Investments, Inc | 20,750 | $1.93M | 0.55% | −8,072−28.0% | Reduced |
| Hudson Canyon Capital Management | 20,814 | $1.94M | 1.41% | −462−2.2% | Reduced |
| Ameliora Wealth Management Ltd. | 20,900 | $1.95M | 0.97% | 00.0% | Unchanged |
| Ratan Capital Management LP | 21,000 | $1.96M | 1.28% | +21,000 | New |
| TrueMark Investments, LLC | 21,083 | $1.97M | 1.95% | +21,083 | New |
| DoubleLine ETF Adviser LP | 21,141 | $1.97M | 0.57% | +1,489+7.6% | Added |
| Moreno Evelyn V | 21,395 | $2.00M | 0.94% | +21,395 | New |
| Freedom Day Solutions, LLC | 21,427 | $2.00M | 0.78% | −1,052−4.7% | Reduced |
| Baldwin Investment Management, LLC | 21,447 | $2.00M | 0.31% | +415+2.0% | Added |
| Alaethes Wealth LLC | 21,516 | $2.01M | 0.95% | +190+0.9% | Added |
| Fidelis Capital Partners, LLC | 21,600 | $2.01M | 0.45% | +8,024+59.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 21,711 | $2.02M | 0.08% | −16,434−43.1% | Reduced |
| Signaturefd, LLC | 21,748 | $2.03M | 0.05% | −3,557−14.1% | Reduced |
| Paralel Advisors LLC | 21,773 | $2.03M | 0.10% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 21,800 | $2.03M | 0.08% | 00.0% | Unchanged |
| Leonteq Securities AG | 22,026 | $2.05M | 0.26% | −7,602−25.7% | Reduced |
| Cacti Asset Management LLC | 22,000 | $2.06M | 0.18% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 22,101 | $2.06M | 0.77% | +2,086+10.4% | Added |
| Stolper Co | 22,323 | $2.08M | 0.84% | −2,282−9.3% | Reduced |
| DRW Securities, LLC | 22,335 | $2.08M | 0.06% | +15,903+247.2% | Added |
| Wright Investors Service Inc | 22,348 | $2.08M | 0.59% | −4,164−15.7% | Reduced |
| Burney Co | 22,365 | $2.09M | 0.09% | −5,713−20.3% | Reduced |
| Leavell Investment Management, Inc. | 22,412 | $2.09M | 0.13% | +1,120+5.3% | Added |