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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,997 | $2.09M | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 22,593 | $2.11M | 0.27% | +20.0% | Added |
| Sowell Financial Services LLC | 22,608 | $2.11M | 0.11% | −5,781−20.4% | Reduced |
| CoreCap Advisors, LLC | 22,823 | $2.13M | 0.14% | +1,533+7.2% | Added |
| Clear Rock Advisors, LLC | 24,875 | $2.14M | 0.97% | +24,875 | New |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 22,943 | $2.14M | 0.42% | +22,943 | New |
| Sawtooth Solutions, LLC | 22,959 | $2.14M | 0.06% | −2,908−11.2% | Reduced |
| Regions Financial Corp | 23,016 | $2.15M | 0.02% | −520−2.2% | Reduced |
| Bleakley Financial Group, LLC | 23,102 | $2.15M | 0.07% | −2,765−10.7% | Reduced |
| Altrafin AG | 23,181 | $2.16M | 0.83% | −1,318−5.4% | Reduced |
| Fulton Bank, N.A. | 23,191 | $2.16M | 0.10% | +2,103+10.0% | Added |
| Griffin Asset Management, Inc. | 23,214 | $2.16M | 0.27% | +949+4.3% | Added |
| Cramer Rosenthal McGlynn LLC | 23,427 | $2.18M | 0.12% | −585−2.4% | Reduced |
| Arcus Capital Partners, LLC | 23,538 | $2.19M | 0.77% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 23,547 | $2.20M | 0.08% | +360+1.6% | Added |
| Wolff Wiese Magana LLC | 23,620 | $2.20M | 2.09% | +4,724+25.0% | Added |
| LM Advisors LLC | 24,081 | $2.25M | 0.45% | +24,081 | New |
| Gries Financial LLC | 24,444 | $2.28M | 0.50% | −135−0.5% | Reduced |
| Greenwich Wealth Management LLC | 24,466 | $2.28M | 0.23% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 24,900 | $2.32M | 0.11% | −780−3.0% | Reduced |
| Community Bank, N.A. | 24,904 | $2.32M | 0.30% | +2,523+11.3% | Added |
| Franklin Street Advisors Inc | 25,000 | $2.33M | 0.19% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 25,000 | $2.33M | 1.77% | +25,000 | New |
| Northeast Investment Management | 25,229 | $2.35M | 0.13% | −2,070−7.6% | Reduced |
| Gotham Asset Management, LLC | 25,295 | $2.36M | 0.04% | +9,706+62.3% | Added |
| Arrow Financial Corp | 25,385 | $2.37M | 0.25% | +3,027+13.5% | Added |
| Bouvel Investment Partners, LLC | 25,398 | $2.37M | 1.11% | +110.0% | Added |
| Aspen Grove Capital, LLC | 25,430 | $2.37M | 0.72% | −10,891−30.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 25,454 | $2.37M | 0.22% | +7,037+38.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 25,508 | $2.38M | 0.07% | −11,152−30.4% | Reduced |
| HCR Wealth Advisors | 25,533 | $2.38M | 0.38% | +5,338+26.4% | Added |
| Symmetry Partners, LLC | 25,424 | $2.38M | 0.13% | −3,841−13.1% | Reduced |
| Loomis Sayles & Co L P | 25,575 | $2.38M | 0.00% | −11,127−30.3% | Reduced |
| Apollon Wealth Management, LLC | 25,594 | $2.39M | 0.08% | +3,376+15.2% | Added |
| HTLF Bank | 25,605 | $2.39M | 0.28% | +25,605 | New |
| Ashton Thomas Private Wealth, LLC | 25,659 | $2.39M | 0.15% | +131+0.5% | Added |
| Hunter Associates Investment Management LLC | 25,684 | $2.40M | 0.44% | −336−1.3% | Reduced |
| Transcend Wealth Collective, LLC | 25,816 | $2.41M | 0.21% | −91−0.4% | Reduced |
| Hartline Investment Corp | 25,857 | $2.41M | 0.39% | +285+1.1% | Added |
| Park Avenue Securities LLC | 25,903 | $2.42M | 0.03% | +1,863+7.7% | Added |
| LMCG Investments, LLC | 25,980 | $2.42M | 0.15% | −1,347−4.9% | Reduced |
| SevenBridge Financial Group, LLC | 25,980 | $2.42M | 0.57% | +4,285+19.8% | Added |
| Next Level Private LLC | 26,248 | $2.45M | 1.39% | −22−0.1% | Reduced |
| Vestcor Inc | 26,305 | $2.45M | 0.08% | −284−1.1% | Reduced |
| HRT Financial LP | 26,319 | $2.45M | 0.02% | −305,220−92.1% | Reduced |
| Asio Capital, LLC | 26,516 | $2.47M | 0.58% | −12,977−32.9% | Reduced |
| Coastline Trust Co | 26,748 | $2.49M | 0.33% | −6,881−20.5% | Reduced |
| Venture Visionary Partners LLC | 26,762 | $2.50M | 0.13% | +269+1.0% | Added |
| BOK Financial Private Wealth, Inc. | 26,848 | $2.50M | 0.20% | −1,230−4.4% | Reduced |
| Moody National Bank Trust Division | 26,927 | $2.51M | 0.20% | −15,666−36.8% | Reduced |
| Community Bank of Raymore | 26,940 | $2.51M | 1.11% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 27,216 | $2.54M | 0.09% | +1,259+4.9% | Added |
| Lipe & Dalton | 27,215 | $2.54M | 1.38% | −23−0.1% | Reduced |
| Ashburton (Jersey) Ltd | 31,452 | $2.57M | 1.28% | +1,972+6.7% | Added |
| First Citizens Bank & Trust Co | 27,606 | $2.57M | 0.05% | −5,433−16.4% | Reduced |
| First National Bank of Omaha | 27,608 | $2.57M | 0.16% | −5,130−15.7% | Reduced |
| Culbertson A N & Co Inc | 27,690 | $2.58M | 0.48% | +200+0.7% | Added |
| Union Heritage Capital, LLC | 27,747 | $2.59M | 1.34% | 00.0% | Unchanged |
| Veriti Management LLC | 27,779 | $2.59M | 0.23% | +3,451+14.2% | Added |
| Skopos Labs, Inc. | 27,906 | $2.60M | 1.24% | +27,906 | New |
| Summit Financial, LLC | 27,908 | $2.60M | 0.17% | −22,527−44.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 27,923 | $2.60M | 0.14% | +1,299+4.9% | Added |
| Van Eck Associates Corp | 28,084 | $2.62M | 0.00% | +913+3.4% | Added |
| Brasada Capital Management, LP | 28,086 | $2.62M | 0.52% | +5,841+26.3% | Added |
| Northern Oak Wealth Management Inc | 28,285 | $2.64M | 0.32% | −25,428−47.3% | Reduced |
| Winton Group Ltd | 28,710 | $2.68M | 0.19% | +28,710 | New |
| University of Texas/Texas Am Investment Managment Co | 28,732 | $2.68M | 0.73% | +28,732 | New |
| KCM Investment Advisors LLC | 28,955 | $2.70M | 0.11% | −1,817−5.9% | Reduced |
| Connectus Wealth, LLC | 29,010 | $2.71M | 0.06% | −1,489−4.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 29,040 | $2.71M | 0.03% | −5,315−15.5% | Reduced |
| Epoch Investment Partners, Inc. | 29,088 | $2.71M | 0.01% | −420,587−93.5% | Reduced |
| SYSTM Wealth Solutions LLC | 29,390 | $2.74M | 0.38% | +176+0.6% | Added |
| Greenleaf Trust | 29,427 | $2.74M | 0.03% | −8,470−22.4% | Reduced |
| Axxcess Wealth Management, LLC | 29,744 | $2.77M | 0.08% | −10,390−25.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 29,745 | $2.77M | 0.04% | −49,726−62.6% | Reduced |
| Gifford Fong Associates | 30,000 | $2.80M | 0.60% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 30,296 | $2.83M | 0.10% | +6,196+25.7% | Added |
| Savant Capital, LLC | 30,307 | $2.83M | 0.04% | +2,756+10.0% | Added |
| Compagnie Lombard Odier SCmA | 30,375 | $2.83M | 0.05% | +30,000+8,000.0% | Added |
| Jackson Wealth Management, LLC | 30,420 | $2.84M | 0.37% | −13,481−30.7% | Reduced |
| Stratos Wealth Partners, LTD. | 30,482 | $2.84M | 0.05% | +1,052+3.6% | Added |
| Clear Street Markets LLC | 31,000 | $2.89M | 1.16% | +31,000 | New |
| Dimension Capital Management LLC | 31,006 | $2.89M | 0.60% | +26,270+554.7% | Added |
| Palisade Asset Management, LLC | 31,225 | $2.91M | 0.32% | +20+0.1% | Added |
| Carret Asset Management, LLC | 31,254 | $2.91M | 0.37% | −180−0.6% | Reduced |
| Equitable Holdings, Inc. | 31,263 | $2.92M | 0.04% | +2,762+9.7% | Added |
| Advisory Services Network, LLC | 31,575 | $2.94M | 0.07% | +289+0.9% | Added |
| Richard P Slaughter Associates Inc | 31,715 | $2.96M | 0.74% | +926+3.0% | Added |
| Everence Capital Management Inc | 31,741 | $2.96M | 0.21% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 31,812 | $2.97M | 0.05% | +147+0.5% | Added |
| Ritholtz Wealth Management | 31,998 | $2.98M | 0.12% | −193−0.6% | Reduced |
| Community Trust & Investment Co | 32,060 | $2.99M | 0.23% | −264−0.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 32,518 | $3.03M | 2.49% | −1,400−4.1% | Reduced |
| FJ Investments, LLC | 32,693 | $3.05M | 0.14% | +32,693 | New |
| Raymond James Trust N.A. | 32,695 | $3.05M | 0.08% | −5,733−14.9% | Reduced |
| Empowered Funds, LLC | 32,704 | $3.05M | 0.08% | +1,336+4.3% | Added |
| Geneos Wealth Management Inc. | 32,749 | $3.05M | 0.15% | −475−1.4% | Reduced |
| Integrated Advisors Network LLC | 32,766 | $3.06M | 0.17% | −35,081−51.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 32,909 | $3.08M | 0.05% | +213+0.7% | Added |
| Bartlett & Co. LLC | 32,909 | $3.08M | 0.05% | +213+0.7% | Added |