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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 57,740 | $5.38M | 0.15% | +882+1.6% | Added |
| Meyer Handelman Co | 57,806 | $5.39M | 0.21% | −3,300−5.4% | Reduced |
| Sequoia Financial Advisors, LLC | 57,947 | $5.40M | 0.07% | +31,954+122.9% | Added |
| Logan Capital Management Inc | 57,999 | $5.41M | 0.25% | −14,999−20.5% | Reduced |
| TownSquare Capital, LLC | 58,312 | $5.44M | 0.09% | +617+1.1% | Added |
| Toroso Investments, LLC | 58,704 | $5.47M | 0.13% | +30,005+104.6% | Added |
| SG Americas Securities, LLC | 58,971 | $5.50M | 0.06% | −16,330−21.7% | Reduced |
| Assenagon Asset Management S.A. | 59,568 | $5.55M | 0.02% | −2,875−4.6% | Reduced |
| Cito Capital Group, LLC | 59,955 | $5.59M | 2.40% | +1,150+2.0% | Added |
| Hodges Capital Management Inc. | 60,146 | $5.61M | 0.30% | +35,147+140.6% | Added |
| Xcel Wealth Management, LLC | 60,555 | $5.65M | 1.98% | +15,966+35.8% | Added |
| Heritage Trust Co | 60,878 | $5.68M | 0.80% | +3,434+6.0% | Added |
| Becker Capital Management Inc | 61,014 | $5.69M | 0.21% | −1,924−3.1% | Reduced |
| L & S Advisors Inc | 61,056 | $5.69M | 0.69% | +61,056 | New |
| Signet Financial Management, LLC | 61,170 | $5.70M | 0.85% | −337−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 61,276 | $5.71M | 0.10% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 61,437 | $5.73M | 1.38% | −4,631−7.0% | Reduced |
| Greenwood Capital Associates LLC | 62,696 | $5.85M | 0.76% | +10,402+19.9% | Added |
| Iowa State Bank | 62,877 | $5.86M | 1.41% | +192+0.3% | Added |
| Private Wealth Partners, LLC | 64,024 | $5.97M | 0.50% | +4,723+8.0% | Added |
| Steward Partners Investment Advisory, LLC | 64,701 | $6.03M | 0.08% | +9,310+16.8% | Added |
| Hudson Valley Investment Advisors Inc | 64,679 | $6.05M | 0.83% | −1,251−1.9% | Reduced |
| German American Bancorp, Inc. | 65,193 | $6.08M | 0.80% | −3,349−4.9% | Reduced |
| Albion Financial Group | 65,655 | $6.12M | 0.50% | −912−1.4% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 65,857 | $6.14M | 0.42% | +65,857 | New |
| Westpac Banking Corp | 66,186 | $6.17M | 0.51% | −42,823−39.3% | Reduced |
| Amica Mutual Insurance Co | 66,212 | $6.17M | 0.67% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 66,247 | $6.18M | 0.15% | −47,116−41.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 67,410 | $6.29M | 0.74% | −1,717−2.5% | Reduced |
| New Mexico Educational Retirement Board | 67,810 | $6.32M | 0.24% | 00.0% | Unchanged |
| Baxter Bros Inc | 67,858 | $6.33M | 0.88% | +765+1.1% | Added |
| Investment Management Corp of Ontario | 68,395 | $6.38M | 0.16% | +29,030+73.7% | Added |
| Lido Advisors, LLC | 69,381 | $6.47M | 0.06% | +6,407+10.2% | Added |
| Hennessy Advisors Inc | 70,700 | $6.59M | 0.33% | −1,200−1.7% | Reduced |
| Cresset Asset Management, LLC | 71,349 | $6.65M | 0.04% | −5,354−7.0% | Reduced |
| Baugh & Associates, LLC | 72,706 | $6.78M | 3.90% | +1,167+1.6% | Added |
| Avantax Advisory Services, Inc. | 72,911 | $6.80M | 0.07% | +6,745+10.2% | Added |
| Advocate Group LLC | 73,402 | $6.84M | 1.47% | −1,591−2.1% | Reduced |
| Capital Group Private Client Services, Inc. | 73,635 | $6.87M | 0.07% | −34,332−31.8% | Reduced |
| Oliver Luxxe Assets LLC | 73,717 | $6.87M | 1.62% | +629+0.9% | Added |
| Westbourne Investment Advisors, Inc. | 75,781 | $7.07M | 2.83% | +486+0.6% | Added |
| Avitas Wealth Management LLC | 76,156 | $7.10M | 1.19% | +2,664+3.6% | Added |
| Louisiana State Employees Retirement System | 76,400 | $7.12M | 0.15% | −2,700−3.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 77,064 | $7.19M | 0.46% | +988+1.3% | Added |
| JustInvest LLC | 77,093 | $7.19M | 0.18% | −28,759−27.2% | Reduced |
| D.A. Davidson & Co. | 77,251 | $7.20M | 0.07% | +255+0.3% | Added |
| Montag A & Associates Inc | 77,350 | $7.21M | 0.40% | +530+0.7% | Added |
| Burns J W & Co Inc | 77,911 | $7.27M | 1.07% | −1,259−1.6% | Reduced |
| AE Wealth Management LLC | 83,175 | $7.30M | 0.04% | +2,773+3.4% | Added |
| Fiduciary Alliance LLC | 78,287 | $7.30M | 1.44% | −8,622−9.9% | Reduced |
| Lyell Wealth Management, LP | 79,114 | $7.38M | 0.84% | +5,772+7.9% | Added |
| Hourglass Capital, LLC | 79,527 | $7.42M | 2.39% | +990+1.3% | Added |
| Allspring Global Investments Holdings, LLC | 79,691 | $7.43M | 0.01% | −19,579−19.7% | Reduced |
| DCM Advisors, LLC | 79,857 | $7.45M | 2.67% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 80,000 | $7.46M | 0.07% | +80,000 | New |
| Securian Asset Management, Inc | 80,041 | $7.46M | 0.21% | −11,516−12.6% | Reduced |
| McGuire Investment Group, LLC | 80,356 | $7.49M | 1.25% | −1,613−2.0% | Reduced |
| Telemus Capital, LLC | 80,439 | $7.50M | 0.62% | +16,002+24.8% | Added |
| Intact Investment Management Inc. | 80,800 | $7.53M | 0.30% | 00.0% | Unchanged |
| White Pine Investment CO | 80,812 | $7.54M | 2.43% | +389+0.5% | Added |
| Oak Harvest Investment Services | 81,574 | $7.61M | 1.52% | −67,566−45.3% | Reduced |
| Kinneret Advisory, LLC | 82,164 | $7.66M | 0.85% | −523−0.6% | Reduced |
| Abn Amro Investment Solutions | 82,694 | $7.71M | 0.14% | −9,049−9.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 83,095 | $7.75M | 0.03% | +80,095+2,669.8% | Added |
| Pacer Advisors, Inc. | 83,163 | $7.75M | 0.02% | +2,297+2.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 83,351 | $7.77M | 0.10% | −8,645−9.4% | Reduced |
| Kestra Advisory Services, LLC | 83,759 | $7.81M | 0.06% | +1,523+1.9% | Added |
| Prudential PLC | 84,633 | $7.89M | 0.08% | +181+0.2% | Added |
| Hartford Investment Management Co | 85,227 | $7.95M | 0.30% | −2,101−2.4% | Reduced |
| Atria Investments LLC | 85,948 | $8.01M | 0.12% | +5,313+6.6% | Added |
| Advisors Asset Management, Inc. | 86,372 | $8.05M | 0.16% | −13,769−13.7% | Reduced |
| Banque Pictet & Cie SA | 86,453 | $8.06M | 0.09% | +12,870+17.5% | Added |
| Thompson Siegel & Walmsley LLC | 86,672 | $8.08M | 0.13% | +30,500+54.3% | Added |
| Aptus Capital Advisors, LLC | 87,091 | $8.12M | 0.24% | −665−0.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 87,575 | $8.17M | 0.63% | −13,915−13.7% | Reduced |
| Private Advisor Group, LLC | 88,299 | $8.23M | 0.06% | +8,066+10.1% | Added |
| Steel Peak Wealth Management LLC | 88,973 | $8.30M | 0.49% | +72,541+441.5% | Added |
| Howe & Rusling Inc | 91,205 | $8.50M | 0.90% | +17,413+23.6% | Added |
| Ethic Inc. | 91,629 | $8.54M | 0.25% | −25,973−22.1% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $8.58M | 0.88% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 96,352 | $8.59M | 0.05% | +8,814+10.1% | Added |
| Banco Santander, S.A. | 93,527 | $8.72M | 0.10% | −3,467−3.6% | Reduced |
| Maryland State Retirement & Pension System | 93,601 | $8.73M | 0.18% | +996+1.1% | Added |
| Brinker Capital Investments, LLC | 93,505 | $8.74M | 0.10% | −5,203−5.3% | Reduced |
| Orion Portfolio Solutions, LLC | 93,505 | $8.74M | 0.10% | −5,203−5.3% | Reduced |
| Wealthfront Advisers LLC | 94,604 | $8.82M | 0.03% | −35,287−27.2% | Reduced |
| Stephens Inc | 94,751 | $8.84M | 0.15% | +39,367+71.1% | Added |
| Liontrust Investment Partners LLP | 95,000 | $8.86M | 0.13% | −11,000−10.4% | Reduced |
| Qube Research & Technologies Ltd | 95,013 | $8.86M | 0.02% | −1,112,261−92.1% | Reduced |
| Cornerstone Advisors, LLC | 95,800 | $8.93M | 0.39% | −15,000−13.5% | Reduced |
| General Pension Society PZU Joint Stock Co | 97,369 | $9.08M | 2.90% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 97,708 | $9.11M | 0.41% | −5,476−5.3% | Reduced |
| Oregon Public Employees Retirement Fund | 98,598 | $9.19M | 0.16% | −74−0.1% | Reduced |
| Ci Investments Inc. | 99,080 | $9.24M | 0.05% | +9,340+10.4% | Added |
| Core Alternative Capital | 99,283 | $9.26M | 1.59% | −48,070−32.6% | Reduced |
| Ieq Capital, LLC | 101,017 | $9.42M | 0.16% | +1,927+1.9% | Added |
| Kentucky Retirement Systems | 101,118 | $9.43M | 0.29% | +3,639+3.7% | Added |
| New Republic Capital, LLC | 101,873 | $9.50M | 6.76% | +250.0% | Added |
| Ninety One SA (PTY) Ltd | 102,023 | $9.51M | 1.45% | +102,023 | New |
| Gulf International Bank (UK) Ltd | 102,927 | $9.60M | 0.27% | −11,982−10.4% | Reduced |