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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 33,217 | $3.10M | 0.08% | +4,564+15.9% | Added |
| Wetherby Asset Management Inc | 33,330 | $3.11M | 0.16% | −2,691−7.5% | Reduced |
| KMG Fiduciary Partners, LLC | 33,508 | $3.12M | 0.36% | +1,477+4.6% | Added |
| Occidental Asset Management, LLC | 33,653 | $3.14M | 0.65% | +571+1.7% | Added |
| Shorepoint Capital Partners LLC | 33,717 | $3.14M | 0.84% | +3,439+11.4% | Added |
| Lake Street Advisors Group, LLC | 33,855 | $3.16M | 0.16% | −711−2.1% | Reduced |
| Mizuho Markets Cayman LP | 34,111 | $3.18M | 2.78% | −54,382−61.5% | Reduced |
| Infrastructure Capital Advisors, LLC | 34,562 | $3.22M | 0.50% | +31,312+963.4% | Added |
| First National Trust Co | 34,756 | $3.24M | 0.14% | +767+2.3% | Added |
| K.J. Harrison & Partners Inc | 34,997 | $3.26M | 0.55% | +2,931+9.1% | Added |
| Cunning Capital Partners, LP | 35,478 | $3.31M | 2.06% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 35,544 | $3.31M | 0.27% | +799+2.3% | Added |
| Vinva Investment Management Ltd | 35,560 | $3.33M | 0.23% | +7,839+28.3% | Added |
| HighPoint Advisor Group LLC | 36,794 | $3.35M | 0.24% | +36,794 | New |
| Lincluden Management Ltd | 35,964 | $3.35M | 0.41% | −474−1.3% | Reduced |
| Alley Investment Management Company, LLC | 36,039 | $3.36M | 0.49% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 36,415 | $3.40M | 1.58% | −35−0.1% | Reduced |
| Morningstar Investment Management LLC | 36,600 | $3.41M | 0.39% | +32,542+801.9% | Added |
| Patten & Patten Inc | 36,733 | $3.43M | 0.28% | −782−2.1% | Reduced |
| Independent Advisor Alliance | 37,026 | $3.45M | 0.12% | −1,402−3.6% | Reduced |
| Wealthspire Advisors, LLC | 37,109 | $3.46M | 0.05% | −537−1.4% | Reduced |
| Stonegate Investment Group, LLC | 37,351 | $3.48M | 0.12% | −31,643−45.9% | Reduced |
| City Holding Co | 37,396 | $3.49M | 0.56% | +1,498+4.2% | Added |
| GTS Securities LLC | 37,687 | $3.51M | 0.08% | +24,134+178.1% | Added |
| Pitcairn Co | 37,731 | $3.52M | 0.26% | +9,528+33.8% | Added |
| Dana Investment Advisors, Inc. | 37,771 | $3.52M | 0.17% | −3,924−9.4% | Reduced |
| United Capital Financial Advisers, LLC | 39,039 | $3.64M | 0.03% | +22,859+141.3% | Added |
| Alberta Investment Management Corp | 39,225 | $3.66M | 0.03% | +10,725+37.6% | Added |
| GLOBALT Investments LLC | 39,318 | $3.67M | 0.15% | +39,318 | New |
| United Services Automobile Association | 39,366 | $3.67M | 0.08% | +3,907+11.0% | Added |
| Vestor Capital, LLC | 39,426 | $3.68M | 0.35% | −4,084−9.4% | Reduced |
| RNC Capital Management LLC | 39,779 | $3.71M | 0.22% | −4,521−10.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 39,820 | $3.71M | 0.21% | −5,339−11.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 40,003 | $3.73M | 0.10% | −267−0.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 40,164 | $3.75M | 0.08% | −39,871−49.8% | Reduced |
| Mayflower Financial Advisors, LLC | 40,719 | $3.80M | 0.52% | −1,839−4.3% | Reduced |
| Sit Investment Associates Inc | 40,835 | $3.81M | 0.09% | −41,405−50.3% | Reduced |
| Roanoke Asset Management Corp | 41,078 | $3.83M | 1.42% | −235−0.6% | Reduced |
| Evexia Wealth LLC | 43,919 | $3.83M | 1.62% | +909+2.1% | Added |
| Lazard Asset Management LLC | 41,395 | $3.86M | 0.00% | +477+1.2% | Added |
| Adell Harriman & Carpenter Inc | 41,532 | $3.87M | 0.36% | −2,675−6.1% | Reduced |
| Stock Yards Bank & Trust Co | 41,604 | $3.88M | 0.14% | −1,237−2.9% | Reduced |
| Linscomb & Williams, Inc. | 42,020 | $3.92M | 0.22% | −1,086−2.5% | Reduced |
| HB Wealth Management, LLC | 42,499 | $3.96M | 0.06% | +2,627+6.6% | Added |
| Massmutual Trust Co FSB | 42,891 | $4.00M | 0.13% | −1,552−3.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 42,986 | $4.01M | 0.04% | −9,514−18.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 43,485 | $4.05M | 1.04% | +5,288+13.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 43,536 | $4.06M | 0.48% | −5,905−11.9% | Reduced |
| Highland Capital Management, LLC | 43,623 | $4.07M | 0.25% | +420+1.0% | Added |
| SkyOak Wealth, LLC | 43,664 | $4.07M | 1.06% | −513−1.2% | Reduced |
| APG Asset Management N.V. | 48,492 | $4.09M | 0.01% | −49,902−50.7% | Reduced |
| Quantinno Capital Management LP | 44,050 | $4.11M | 0.14% | −3,293−7.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 44,329 | $4.13M | 0.09% | +4,616+11.6% | Added |
| Joel Isaacson & Co., LLC | 44,620 | $4.16M | 0.26% | +198+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 45,024 | $4.20M | 0.29% | +1,502+3.5% | Added |
| Norinchukin Bank, The | 45,220 | $4.22M | 0.10% | −6,063−11.8% | Reduced |
| Central Trust Co | 45,539 | $4.25M | 0.11% | +1,597+3.6% | Added |
| Canandaigua National Bank & Trust Co | 45,666 | $4.26M | 0.66% | −2,571−5.3% | Reduced |
| Simon Quick Advisors, LLC | 45,783 | $4.27M | 0.38% | −694−1.5% | Reduced |
| MainStreet Investment Advisors LLC | 45,890 | $4.28M | 0.48% | −117−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 46,158 | $4.30M | 0.16% | −1,532−3.2% | Reduced |
| Jupiter Wealth Management LLC | 46,408 | $4.33M | 2.55% | +5,331+13.0% | Added |
| D L Carlson Investment Group Inc | 50,954 | $4.37M | 0.89% | −11,518−18.4% | Reduced |
| Empirical Finance, LLC | 46,840 | $4.37M | 0.30% | −190.0% | Reduced |
| Ballentine Partners, LLC | 47,602 | $4.44M | 0.09% | −22,944−32.5% | Reduced |
| Level Four Advisory Services, LLC | 47,666 | $4.44M | 0.25% | +1,223+2.6% | Added |
| Verition Fund Management LLC | 47,947 | $4.47M | 0.05% | −18,406−27.7% | Reduced |
| First Manhattan Co | 48,475 | $4.52M | 0.02% | +485+1.0% | Added |
| Los Angeles Capital Management LLC | 48,785 | $4.55M | 0.02% | +42,033+622.5% | Added |
| E. Ohman J:or Asset Management AB | 48,926 | $4.56M | 0.17% | −8,600−14.9% | Reduced |
| Huntington National Bank | 50,239 | $4.68M | 0.04% | +5,591+12.5% | Added |
| Lincoln National Corp | 50,806 | $4.70M | 0.08% | +2,941+6.1% | Added |
| Capital International Ltd | 50,667 | $4.72M | 0.24% | +1,927+4.0% | Added |
| Metropolitan Life Insurance Co | 51,442 | $4.80M | 0.23% | −1,345−2.5% | Reduced |
| Trifecta Capital Advisors, LLC | 51,472 | $4.80M | 1.33% | +855+1.7% | Added |
| Institutional & Family Asset Management, LLC | 51,510 | $4.80M | 0.79% | −550−1.1% | Reduced |
| Consolidated Investment Group LLC | 51,600 | $4.81M | 0.85% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 51,786 | $4.83M | 0.06% | +211+0.4% | Added |
| Metis Global Partners, LLC | 52,329 | $4.88M | 0.19% | −5,924−10.2% | Reduced |
| Bernzott Capital Advisors | 52,404 | $4.89M | 1.91% | −575−1.1% | Reduced |
| Donaldson Capital Management, LLC | 52,582 | $4.90M | 0.22% | +426+0.8% | Added |
| Aureus Asset Management, LLC | 52,615 | $4.91M | 0.36% | +4,629+9.6% | Added |
| Lorne Steinberg Wealth Management Inc. | 52,698 | $4.91M | 1.65% | −159−0.3% | Reduced |
| Elk River Wealth Management, LLC | 52,968 | $4.94M | 0.95% | −113−0.2% | Reduced |
| Bokf, NA | 53,178 | $4.96M | 0.10% | −25,715−32.6% | Reduced |
| Lighthouse Investment Partners, LLC | 53,334 | $4.97M | 0.36% | +53,334 | New |
| Parallel Advisors, LLC | 53,469 | $4.99M | 0.15% | −2,588−4.6% | Reduced |
| Sandy Cove Advisors, LLC | 53,579 | $5.00M | 2.56% | −3,172−5.6% | Reduced |
| Putnam Investments LLC | 53,887 | $5.02M | 0.01% | −155,189−74.2% | Reduced |
| Synovus Financial Corp | 54,037 | $5.04M | 0.07% | −39,800−42.4% | Reduced |
| Varma Mutual Pension Insurance Co | 54,200 | $5.05M | 0.06% | +9,815+22.1% | Added |
| First Hawaiian Bank | 54,942 | $5.12M | 0.16% | +964+1.8% | Added |
| Foundations Investment Advisors, LLC | 59,383 | $5.16M | 0.14% | +953+1.6% | Added |
| Capital International Sarl | 55,885 | $5.21M | 0.20% | +5,742+11.5% | Added |
| Gladstone Institutional Advisory LLC | 56,105 | $5.23M | 0.29% | +27,879+98.8% | Added |
| Old Second National Bank of Aurora | 56,150 | $5.24M | 1.44% | −880−1.5% | Reduced |
| Geller Advisors LLC | 56,283 | $5.25M | 0.51% | +38+0.1% | Added |
| Beacon Pointe Advisors, LLC | 56,944 | $5.31M | 0.06% | −3,217−5.3% | Reduced |
| Glenview Trust Co | 57,301 | $5.34M | 0.13% | −2,216−3.7% | Reduced |
| Banque Cantonale Vaudoise | 57,544 | $5.37M | 0.23% | −1,880−3.2% | Reduced |