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 |
|---|---|---|---|---|---|
| Centennial Bank | 1,116 | $104.1K | 0.06% | +85+8.2% | Added |
| JFS Wealth Advisors, LLC | 1,140 | $106.3K | 0.01% | −6−0.5% | Reduced |
| Paladin Advisory Group, LLC | 1,156 | $107.8K | 0.09% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,165 | $108.6K | 0.03% | +35+3.1% | Added |
| Compass Wealth Management LLC | 1,184 | $110.4K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,186 | $111.0K | 0.02% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 1,200 | $111.9K | 0.40% | +1,200 | New |
| MV Capital Management, Inc. | 1,204 | $112.3K | 0.01% | +13+1.1% | Added |
| Resources Management Corp | 1,215 | $113.0K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,220 | $113.8K | 0.05% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,233 | $115.0K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,255 | $117.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $121.2K | 0.06% | −1,001−43.5% | Reduced |
| Credential Qtrade Securities Inc. | 1,316 | $122.7K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,357 | $126.5K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,361 | $127.0K | 0.02% | −13,662−90.9% | Reduced |
| Knuff & Co LLC | 1,370 | $127.8K | 0.05% | +760+124.6% | Added |
| Washington Trust Advisors, Inc. | 1,377 | $128.4K | 0.01% | +15+1.1% | Added |
| Spartan Planning & Wealth Management | 1,381 | $128.8K | 0.14% | +1,379+68,950.0% | Added |
| Austin Private Wealth, LLC | 1,382 | $128.9K | 0.02% | +1,382 | New |
| Roble, Belko & Company, Inc | 1,405 | $131.0K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,433 | $133.6K | 0.03% | +15+1.1% | Added |
| Proequities, Inc. | 1,499 | $139.8K | 0.01% | −27−1.8% | Reduced |
| Monetary Management Group Inc | 1,500 | $139.9K | 0.04% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $140.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,538 | $143.4K | 0.13% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,540 | $143.6K | 0.03% | +1,140+285.0% | Added |
| Hazlett, Burt & Watson, Inc. | 1,552 | $144.0K | 0.10% | +4+0.3% | Added |
| Larson Financial Group LLC | 1,551 | $144.7K | 0.01% | +3+0.2% | Added |
| Thompson Investment Management, Inc. | 1,562 | $145.7K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,577 | $147.1K | 0.01% | +57+3.8% | Added |
| Fairfield, Bush & Co. | 1,585 | $147.8K | 0.09% | +1,585 | New |
| Game Plan Financial Advisors, LLC | 1,600 | $149.2K | 0.09% | +1,600 | New |
| Park Place Capital Corp | 1,641 | $153.0K | 0.06% | −2,161−56.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,660 | $154.8K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,700 | $158.5K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,776 | $165.6K | 0.03% | +398+28.9% | Added |
| AJOVista, LLC | 1,794 | $167.3K | 0.21% | +1,794 | New |
| Atlas Capital Advisors LLC | 1,816 | $169.3K | 0.02% | −600−24.8% | Reduced |
| Gold Investment Management Ltd. | 1,843 | $171.9K | 0.07% | +1,843 | New |
| Brown Shipley& Co Ltd | 1,874 | $174.8K | 0.09% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,889 | $176.0K | 0.02% | −10−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,902 | $177.4K | 0.01% | +622+48.6% | Added |
| Plato Investment Management Ltd | 1,928 | $179.8K | 0.22% | +1,928 | New |
| Royal Fund Management, LLC | 1,966 | $183.3K | 0.02% | +1,966 | New |
| United Community Bank | 1,985 | $185.1K | 0.08% | +127+6.8% | Added |
| GHP Investment Advisors, Inc. | 2,001 | $186.6K | 0.01% | −442−18.1% | Reduced |
| Castleview Partners, LLC | 2,018 | $188.2K | 0.13% | +406+25.2% | Added |
| M&R Capital Management Inc | 2,020 | $188.3K | 0.05% | +126+6.7% | Added |
| Deseret Mutual Benefit Administrators | 2,027 | $189.0K | 0.11% | −369−15.4% | Reduced |
| Neo Ivy Capital Management | 2,044 | $191.0K | 0.43% | +2,044 | New |
| AXS Investments LLC | 2,068 | $192.8K | 0.05% | −236−10.2% | Reduced |
| Macroview Investment Management LLC | 2,070 | $193.1K | 0.23% | −112−5.1% | Reduced |
| BKM Wealth Management, LLC | 2,077 | $193.7K | 0.08% | +2,077 | New |
| Boyd Watterson Asset Management LLC | 2,105 | $196.3K | 0.08% | −21−1.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,107 | $196.5K | 0.05% | 00.0% | Unchanged |
| Motco | 2,119 | $197.6K | 0.01% | −140−6.2% | Reduced |
| SignalPoint Asset Management, LLC | 2,147 | $200.0K | 0.06% | +2,147 | New |
| Jones Financial Companies LLLP | 2,151 | $200.6K | 0.00% | −1,219−36.2% | Reduced |
| Mechanics Bank Trust Department | 2,152 | $200.7K | 0.03% | +2,152 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,170 | $202.3K | 0.00% | +1,361+168.2% | Added |
| Wealth Management Associates, Inc. | 2,172 | $202.5K | 0.11% | +2,172 | New |
| 3Chopt Investment Partners, LLC | 2,175 | $202.8K | 0.07% | +2,175 | New |
| Hemington Wealth Management | 2,177 | $203.0K | 0.08% | +2,177 | New |
| Traverso Chambers Private Wealth Management, LLC | 2,183 | $203.6K | 0.05% | +2,183 | New |
| Prepared Retirement Institute LLC | 2,190 | $204.2K | 0.15% | +2,190 | New |
| CWA Asset Management Group, LLC | 2,194 | $204.6K | 0.01% | +2,194 | New |
| Monterey Private Wealth, Inc. | 2,195 | $204.7K | 0.09% | +2,195 | New |
| Groesbeck Investment Management Corp | 2,200 | $205.0K | 0.28% | +2,200 | New |
| Global Strategic Investment Solutions, LLC | 2,208 | $205.9K | 0.03% | +2,208 | New |
| Brave Asset Management Inc | 2,209 | $206.0K | 0.06% | +2,209 | New |
| Cozad Asset Management Inc | 2,220 | $207.0K | 0.02% | +2,220 | New |
| Firestone Capital Management | 2,229 | $207.9K | 0.06% | +2,229 | New |
| Formidable Asset Management, LLC | 2,229 | $207.9K | 0.05% | +2,229 | New |
| Winthrop Advisory Group LLC | 2,233 | $208.2K | 0.03% | +2,233 | New |
| Brevan Howard Capital Management LP | 2,241 | $209.0K | 0.02% | −4,155−65.0% | Reduced |
| Segment Wealth Management, LLC | 2,241 | $209.0K | 0.02% | +2,241 | New |
| United Bank | 2,242 | $209.1K | 0.03% | +2,242 | New |
| Bruce G. Allen Investments, LLC | 2,243 | $209.2K | 0.19% | +2,243 | New |
| Plancorp, LLC | 2,247 | $209.5K | 0.01% | +2,247 | New |
| Fielder Capital Group LLC | 2,249 | $209.7K | 0.13% | +2,249 | New |
| HFG Advisors, Inc. | 2,266 | $211.3K | 0.20% | +2,266 | New |
| AA Financial Advisors, LLC | 2,267 | $211.4K | 0.14% | +2,267 | New |
| Birch Hill Investment Advisors LLC | 2,271 | $211.8K | 0.01% | +2,271 | New |
| Midland Wealth Advisors LLC | 2,286 | $213.2K | 0.01% | +2,286 | New |
| Horizon Wealth Management, LLC | 2,287 | $213.2K | 0.06% | +2,287 | New |
| Seven Mile Advisory | 2,287 | $213.3K | 0.18% | +2,287 | New |
| Phillips Wealth Planners LLC | 2,542 | $213.3K | 0.26% | +2,542 | New |
| Pegasus Partners Ltd. | 2,288 | $213.4K | 0.02% | +2,288 | New |
| Sivia Capital Partners, LLC | 2,299 | $214.4K | 0.16% | +2,299 | New |
| Primoris Wealth Advisors, LLC | 2,305 | $214.9K | 0.20% | +2,305 | New |
| Sandy Spring Bank | 2,321 | $216.4K | 0.01% | −43−1.8% | Reduced |
| Baystate Wealth Management LLC | 2,327 | $217.0K | 0.02% | +40+1.7% | Added |
| Newman Dignan & Sheerar, Inc. | 2,328 | $217.1K | 0.07% | +2,328 | New |
| Fort Sheridan Advisors LLC | 2,345 | $218.6K | 0.04% | +2,345 | New |
| KKM Financial LLC | 2,345 | $218.7K | 0.14% | +2,345 | New |
| Keel Point, LLC | 2,345 | $218.7K | 0.03% | −516−18.0% | Reduced |
| Norway Savings Bank | 2,353 | $219.4K | 0.10% | −100−4.1% | Reduced |
| DGS Capital Management, LLC | 2,355 | $219.7K | 0.08% | −415−15.0% | Reduced |
| Glen Eagle Advisors, LLC | 2,356 | $219.7K | 0.05% | −354−13.1% | Reduced |