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
- 1,761
- +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 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| 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 |
|---|---|---|---|---|---|
| Wetzel Investment Advisors, Inc. | 259 | $24.0K | 0.01% | +259 | New |
| Hillsdale Investment Management Inc. | 260 | $24.2K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 265 | $24.7K | 0.01% | +260+5,200.0% | Added |
| Miller Wealth Advisors, LLC | 285 | $26.6K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 300 | $28.0K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $28.0K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 304 | $28.4K | 0.01% | +304 | New |
| Byrne Asset Management LLC | 309 | $28.9K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 311 | $29.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 314 | $29.3K | 0.02% | −42−11.8% | Reduced |
| West Branch Capital LLC | 318 | $29.7K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 338 | $31.5K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 339 | $31.6K | 0.01% | −8−2.3% | Reduced |
| Beacon Capital Management, LLC | 388 | $31.7K | 0.01% | +4+1.0% | Added |
| ORG Partners LLC | 344 | $32.1K | 0.01% | −51−12.9% | Reduced |
| Essex Investment Management Co LLC | 363 | $33.9K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 368 | $34.3K | 0.01% | +368 | New |
| SJS Investment Consulting Inc. | 369 | $34.4K | 0.01% | −23−5.9% | Reduced |
| Colonial Trust Advisors | 371 | $34.6K | 0.00% | +261+237.3% | Added |
| Y.D. More Investments Ltd | 380 | $35.3K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 390 | $36.4K | 0.02% | +150+62.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 400 | $37.3K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 403 | $37.6K | 0.06% | +400+13,333.3% | Added |
| Tortoise Investment Management, LLC | 406 | $37.9K | 0.01% | −11−2.6% | Reduced |
| Evermay Wealth Management LLC | 413 | $38.5K | 0.01% | +48+13.2% | Added |
| Fortitude Family Office, LLC | 418 | $39.0K | 0.03% | +418 | New |
| Partnership Wealth Management, LLC | 468 | $40.8K | 0.03% | +468 | New |
| FSA Wealth Management LLC | 445 | $41.0K | 0.02% | +445 | New |
| Provenance Wealth Advisors, LLC | 443 | $41.3K | 0.01% | +411+1,284.4% | Added |
| Colonial Trust Co | 455 | $42.4K | 0.01% | −396−46.5% | Reduced |
| Exchange Traded Concepts, LLC | 459 | $42.8K | 0.00% | −1,733−79.1% | Reduced |
| Abound Wealth Management | 464 | $43.3K | 0.02% | +30+6.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 469 | $43.7K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 519 | $44.0K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 475 | $44.3K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 492 | $45.9K | 0.01% | −45−8.4% | Reduced |
| Salomon & Ludwin, LLC | 567 | $46.3K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 510 | $47.6K | 0.03% | +177+53.2% | Added |
| Ogorek Anthony Joseph | 523 | $48.0K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 527 | $49.1K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 535 | $49.9K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 544 | $50.7K | 0.05% | +544 | New |
| TSFG, LLC | 542 | $51.0K | 0.02% | −78−12.6% | Reduced |
| Bell Investment Advisors, Inc | 548 | $51.1K | 0.01% | −76−12.2% | Reduced |
| America First Investment Advisors, LLC | 556 | $51.8K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 557 | $51.9K | 0.02% | −8−1.4% | Reduced |
| Scarborough Advisors, LLC | 573 | $53.4K | 0.01% | +573 | New |
| Horrell Capital Management, Inc. | 583 | $54.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 582 | $54.2K | 0.02% | +5+0.9% | Added |
| Richardson Financial Services Inc. | 585 | $54.6K | 0.05% | +585 | New |
| Householder Group Estate & Retirement Specialist, LLC | 595 | $55.0K | 0.02% | +2+0.3% | Added |
| Osterweis Capital Management Inc | 590 | $55.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 593 | $55.2K | 0.01% | −26−4.2% | Reduced |
| Livelsberger Financial Advisory | 597 | $55.6K | 0.05% | +597 | New |
| Estabrook Capital Management | 600 | $56.0K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 600 | $56.0K | 0.01% | +600 | New |
| LFA - Lugano Financial Advisors SA | 625 | $58.3K | 0.05% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 626 | $58.4K | 0.02% | +251+66.9% | Added |
| Kozak & Associates, Inc. | 689 | $59.2K | 0.02% | −2,379−77.5% | Reduced |
| Vima LLC | 643 | $60.0K | 0.14% | +643 | New |
| CoreFirst Bank & Trust | 661 | $61.6K | 0.04% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 661 | $61.6K | 0.01% | +311+88.9% | Added |
| Spectrum Wealth Counsel, LLC | 671 | $62.6K | 0.01% | +671 | New |
| Ulland Investment Advisors, LLC | 675 | $63.0K | 0.06% | −366−35.2% | Reduced |
| Covestor Ltd | 670 | $63.0K | 0.04% | −88−11.6% | Reduced |
| Annapolis Financial Services, LLC | 697 | $65.0K | 0.02% | −2,100−75.1% | Reduced |
| Twin Lakes Capital Management, LLC | 720 | $67.1K | 0.05% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 741 | $69.1K | 0.01% | −26−3.4% | Reduced |
| Eukles Asset Management | 753 | $70.2K | 0.03% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 766 | $71.4K | 0.03% | +324+73.3% | Added |
| O'Dell Group, LLC | 766 | $71.4K | 0.02% | +766 | New |
| Rocky Mountain Advisers, LLC | 773 | $72.0K | 0.03% | +8+1.0% | Added |
| Park Circle Co | 800 | $74.6K | 0.07% | −5,600−87.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 802 | $74.8K | 0.07% | +89+12.5% | Added |
| Creekmur Asset Management LLC | 842 | $78.5K | 0.02% | +842 | New |
| Laffer Tengler Investments | 845 | $78.8K | 0.02% | +102+13.7% | Added |
| Atticus Wealth Management, LLC | 855 | $79.7K | 0.03% | −17−1.9% | Reduced |
| Creative Financial Designs Inc | 861 | $80.3K | 0.01% | +72+9.1% | Added |
| Cedar Mountain Advisors, LLC | 868 | $80.9K | 0.02% | −119−12.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 870 | $81.1K | 0.04% | +870 | New |
| Cranbrook Wealth Management, LLC | 890 | $83.0K | 0.02% | −66−6.9% | Reduced |
| Cooksen Wealth, LLC | 903 | $84.2K | 0.10% | +903 | New |
| Farmers & Merchants Investments Inc | 910 | $84.9K | 0.00% | −335−26.9% | Reduced |
| Hartford Financial Management Inc. | 917 | $85.5K | 0.02% | +139+17.9% | Added |
| Rakuten Securities, Inc. | 928 | $86.5K | 0.07% | +928 | New |
| Founders Capital Management | 953 | $88.9K | 0.06% | +9+1.0% | Added |
| Global Financial Private Client, LLC | 964 | $89.9K | 0.04% | −86−8.2% | Reduced |
| Sound Income Strategies, LLC | 969 | $90.4K | 0.01% | −14−1.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 975 | $90.9K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 977 | $91.1K | 0.05% | −2,985−75.3% | Reduced |
| Rational Advisors LLC | 978 | $91.2K | 0.01% | −1,644−62.7% | Reduced |
| Tradition Wealth Management, LLC | 997 | $93.0K | 0.01% | −146−12.8% | Reduced |
| Citizens National Bank Trust Department | 1,000 | $93.3K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,000 | $93.3K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,011 | $94.3K | 0.02% | +2+0.2% | Added |
| Carolinas Wealth Consulting LLC | 1,044 | $97.3K | 0.02% | +35+3.5% | Added |
| Caldwell Sutter Capital, Inc. | 1,044 | $97.4K | 0.05% | +115+12.4% | Added |
| Pathway Financial Advisers, LLC | 1,053 | $98.2K | 0.04% | +9+0.9% | Added |
| Rise Advisors, LLC | 1,067 | $99.5K | 0.07% | +61+6.1% | Added |
| Tobam | 1,074 | $100.0K | 0.01% | 00.0% | Unchanged |