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; 2,745 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
- 1,760
- +123 vs. Q3 2023
- Shares held
- 1.38B
- −267.7K (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
- 714 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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −15,221−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −14,988−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −15,090−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −12,397−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −11,804−100.0% | Sold out |
| Red Cedar Investment Management, LLC | 0 | $0 | 0.00% | −10,290−100.0% | Sold out |
| Pacific Global Investment Management CO | 0 | $0 | 0.00% | −9,818−100.0% | Sold out |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −9,493−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −9,060−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −8,947−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −8,884−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −8,770−100.0% | Sold out |
| Western Financial Corp | 0 | $0 | 0.00% | −8,494−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −7,642−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −7,484−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −7,198−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −7,080−100.0% | Sold out |
| Caerus Investment Advisors, LLC | 0 | $0 | 0.00% | −7,010−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −6,974−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −6,844−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,620−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −6,216−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −5,506−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,814−100.0% | Sold out |
| Tanager Wealth Management LLP | 0 | $0 | 0.00% | −4,804−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −4,734−100.0% | Sold out |
| King Wealth | 0 | $0 | 0.00% | −4,545−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,522−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −4,521−100.0% | Sold out |
| Alpha Family Trust | 0 | $0 | 0.00% | −4,405−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −4,254−100.0% | Sold out |
| Cape Cod Five Cents Savings Bank | 0 | $0 | 0.00% | −3,678−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −3,677−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −3,605−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −3,519−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −3,427−100.0% | Sold out |
| Owen LaRue, LLC | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| Capstone Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,185−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,911−100.0% | Sold out |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −2,959−100.0% | Sold out |
| Keystone Financial Group | 0 | $0 | 0.00% | −2,886−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −2,830−100.0% | Sold out |
| Reik & Co., LLC | 0 | $0 | 0.00% | −2,703−100.0% | Sold out |
| Masso Torrence Wealth Management Inc. | 0 | $0 | 0.00% | −2,595−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −2,544−100.0% | Sold out |
| Gratus Capital LLC | 0 | $0 | 0.00% | −2,506−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −2,107−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,848−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −1,804−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −1,802−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,540−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,449−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −1,422−100.0% | Sold out |
| Rock Creek Group, LP | 0 | $0 | 0.00% | −1,334−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| RVW Wealth, LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Knott David M Jr | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Barrett & Company, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| West Financial Advisors, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Field & Main Bank | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Bull Oak Capital, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Magnolia Capital Management Ltd | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| St. Johns Investment Management Company, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Payden & Rygel Investment Group | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| BTC Capital Management, Inc. | – | – | – | – | Not filed |
| Cyrus J. Lawrence, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Tradewinds, LLC. | – | – | – | – | Not filed |
| Polaris Wealth Advisory Group, LLC | – | – | – | – | Not filed |
| KCS Wealth Advisory | – | – | – | – | Not filed |
| Comerica Securities,inc. | – | – | – | – | Not filed |
| Mark Stevens | – | – | – | – | Not filed |
| Goodwin Daniel L | – | – | – | – | Not filed |
| Bryn Mawr Trust Co | – | – | – | – | Not filed |
| Amica Retiree Medical Trust | – | – | – | – | Not filed |
| Rothschild Investment Corp | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |