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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| PFG Advisors | 2,360 | $220.0K | 0.02% | −236−9.1% | Reduced |
| Harbour Investments, Inc. | 2,362 | $220.2K | 0.01% | +225+10.5% | Added |
| Coastwise Capital Group, LLC | 2,363 | $220.3K | 0.22% | +2,363 | New |
| Fiduciary Family Office, LLC | 2,369 | $220.9K | 0.10% | +2,369 | New |
| Northwest Bancshares, Inc. | 2,370 | $221.0K | 0.04% | −234−9.0% | Reduced |
| Glassman Wealth Services | 2,372 | $221.2K | 0.03% | +10+0.4% | Added |
| IVC Wealth Advisors LLC | 2,372 | $221.2K | 0.14% | +2,372 | New |
| Cornerstone Advisory, LLC | 2,396 | $223.4K | 0.03% | +2,396 | New |
| Darden Wealth Group Inc | 2,396 | $223.4K | 0.21% | +2,396 | New |
| Financial Security Advisor, Inc. | 2,407 | $224.4K | 0.09% | +2,407 | New |
| Lifestyle Asset Management, Inc. | 2,409 | $224.6K | 0.12% | −161−6.3% | Reduced |
| Bangor Savings Bank | 2,409 | $224.6K | 0.02% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 2,410 | $224.8K | 0.12% | +2,410 | New |
| Buckingham Strategic Partners | 2,412 | $224.9K | 0.01% | +2,412 | New |
| Independence Bank of Kentucky | 2,414 | $225.1K | 0.08% | −90−3.6% | Reduced |
| Thrive Wealth Management, LLC | 2,423 | $225.9K | 0.05% | −47−1.9% | Reduced |
| Boston Trust Walden Corp | 2,423 | $225.9K | 0.00% | +2,423 | New |
| Pflug Koory, LLC | 2,424 | $226.0K | 0.12% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 2,426 | $226.2K | 0.13% | +2,426 | New |
| Kaizen Financial Strategies | 2,438 | $227.4K | 0.17% | −1,887−43.6% | Reduced |
| Angeles Investment Advisors, LLC | 2,446 | $228.1K | 0.01% | +2,446 | New |
| Mayfair Advisory Group, LLC | 2,430 | $228.2K | 0.19% | +2,430 | New |
| Johnson Financial Group, Inc. | 2,452 | $228.7K | 0.01% | +1,320+116.6% | Added |
| Baker Avenue Asset Management, LP | 2,453 | $228.7K | 0.01% | −24−1.0% | Reduced |
| Blueshift Asset Management, LLC | 2,458 | $229.2K | 0.12% | −5,545−69.3% | Reduced |
| Howard Financial Services, Ltd. | 2,461 | $229.4K | 0.04% | +2,461 | New |
| River Wealth Advisors LLC | 2,466 | $229.9K | 0.04% | +2,466 | New |
| N.E.W. Advisory Services LLC | 2,480 | $231.2K | 0.03% | +3+0.1% | Added |
| Aft, Forsyth & Company, Inc. | 2,485 | $231.7K | 0.15% | +2,485 | New |
| iA Global Asset Management Inc. | 2,490 | $232.0K | 0.01% | −59,490−96.0% | Reduced |
| Valley National Advisers Inc | 2,491 | $232.0K | 0.04% | −807−24.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,493 | $232.5K | 0.04% | +5+0.2% | Added |
| Interchange Capital Partners, LLC | 2,522 | $232.8K | 0.18% | −514−16.9% | Reduced |
| Alpine Global Management, LLC | 2,499 | $233.0K | 0.06% | +2,499 | New |
| Beck Mack & Oliver LLC | 2,500 | $233.1K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 2,505 | $233.6K | 0.11% | +2,505 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2,500 | $234.0K | 0.11% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2,518 | $234.8K | 0.09% | +280+12.5% | Added |
| Welch Group, LLC | 2,519 | $234.9K | 0.01% | 00.0% | Unchanged |
| Doheny Asset Management | 2,523 | $235.0K | 0.23% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 2,521 | $235.1K | 0.01% | −300−10.6% | Reduced |
| Flynn Zito Capital Management, LLC | 2,523 | $235.2K | 0.16% | +10.0% | Added |
| Jacobi Capital Management LLC | 2,523 | $235.3K | 0.02% | +2,523 | New |
| Beaumont Financial Advisors, LLC | 2,524 | $235.3K | 0.02% | +2,524 | New |
| Advisory Alpha, LLC | 2,527 | $235.7K | 0.01% | +2,527 | New |
| Planned Solutions, Inc. | 2,530 | $235.9K | 0.11% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 2,543 | $237.1K | 0.17% | +2,543 | New |
| Resonant Capital Advisors, LLC | 2,551 | $237.9K | 0.02% | −242−8.7% | Reduced |
| Integrated Investment Consultants, LLC | 2,568 | $239.5K | 0.08% | −479−15.7% | Reduced |
| NBW Capital LLC | 2,568 | $239.5K | 0.05% | −382−12.9% | Reduced |
| GeoWealth Management, LLC | 2,576 | $240.0K | 0.02% | +1,518+143.5% | Added |
| Wallace Advisory Group, LLC | 2,939 | $240.0K | 0.19% | −383−11.5% | Reduced |
| CVA Family Office, LLC | 2,577 | $240.3K | 0.05% | −2,452−48.8% | Reduced |
| Key Financial Inc | 2,588 | $241.4K | 0.07% | −166−6.0% | Reduced |
| Webster Bank, N. A. | 2,599 | $242.4K | 0.03% | +2,433+1,465.7% | Added |
| Highlander Capital Management, LLC | 2,600 | $242.4K | 0.09% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 2,607 | $243.1K | 0.06% | +2,607 | New |
| Willow Creek Wealth Management Inc. | 2,610 | $243.4K | 0.03% | −153−5.5% | Reduced |
| Kennedy Investment Group | 2,612 | $243.5K | 0.14% | +11+0.4% | Added |
| Marathon Capital Management | 2,621 | $244.4K | 0.06% | −686−20.7% | Reduced |
| Precedent Wealth Partners, LLC | 2,626 | $244.9K | 0.12% | +2,626 | New |
| St Germain D J Co Inc | 2,627 | $245.0K | 0.01% | −71−2.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,627 | $245.0K | 0.09% | −9−0.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,628 | $245.1K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,794 | $245.3K | 0.06% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 2,632 | $245.4K | 0.05% | +2,632 | New |
| Oakworth Capital, Inc. | 2,644 | $246.6K | 0.02% | +51+2.0% | Added |
| Ellsworth Advisors, LLC | 2,650 | $247.1K | 0.08% | +2,650 | New |
| Platte River Wealth Advisors, LLC | 2,655 | $247.6K | 0.08% | −1,340−33.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,662 | $248.2K | 0.02% | +999+60.1% | Added |
| Argent Advisors, Inc. | 2,680 | $249.9K | 0.11% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,682 | $250.1K | 0.00% | +416+18.4% | Added |
| Opinicus Capital, Inc. | 2,682 | $250.1K | 0.26% | +2,682 | New |
| One Wealth Advisors, LLC | 2,684 | $250.2K | 0.05% | +162+6.4% | Added |
| Girard Partners Ltd. | 2,688 | $250.7K | 0.03% | −134−4.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,695 | $251.3K | 0.12% | +2,695 | New |
| Clear Harbor Asset Management, LLC | 2,713 | $253.0K | 0.02% | −3,500−56.3% | Reduced |
| Summit Global Investments | 2,717 | $253.0K | 0.02% | +25+0.9% | Added |
| Curi Capital | 2,715 | $253.2K | 0.03% | +2,715 | New |
| Broadleaf Partners, LLC | 2,719 | $253.5K | 0.07% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,723 | $253.9K | 0.02% | −13,887−83.6% | Reduced |
| True North Advisors, LLC | 2,727 | $254.3K | 0.07% | +18+0.7% | Added |
| Paulson Wealth Management Inc. | 2,727 | $254.3K | 0.08% | +2,727 | New |
| Pathway Financial Advisors LLC | 2,737 | $255.3K | 0.07% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 2,741 | $255.6K | 0.08% | −592−17.8% | Reduced |
| ASB Consultores, LLC | 2,748 | $256.3K | 0.09% | −2,158−44.0% | Reduced |
| Strait & Sound Wealth Management LLC | 3,044 | $256.9K | 0.16% | −125−3.9% | Reduced |
| ExodusPoint Capital Management, LP | 2,776 | $259.0K | 0.00% | −134,590−98.0% | Reduced |
| Smartleaf Asset Management LLC | 2,800 | $259.1K | 0.07% | +2,800 | New |
| Asahi Life Asset Management Co., Ltd. | 2,780 | $259.2K | 0.14% | +130+4.9% | Added |
| Lion Street Advisors, LLC | 2,780 | $259.2K | 0.11% | −3,513−55.8% | Reduced |
| L.M. Kohn & Company | 2,781 | $259.3K | 0.08% | +2,781 | New |
| McLean Asset Management Corp | 2,789 | $260.0K | 0.10% | +187+7.2% | Added |
| Angeles Wealth Management, LLC | 2,789 | $260.1K | 0.03% | +2,789 | New |
| Eagle Strategies LLC | 2,794 | $260.6K | 0.06% | +31+1.1% | Added |
| Blueprint Investment Partners LLC | 2,795 | $260.7K | 0.07% | +2,795 | New |
| Wrapmanager Inc | 2,798 | $260.9K | 0.08% | −227−7.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,808 | $261.8K | 0.12% | −10.0% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,817 | $263.0K | 0.13% | +2,817 | New |
| Enterprise Financial Services Corp | 2,827 | $263.6K | 0.16% | −124−4.2% | Reduced |