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 |
|---|---|---|---|---|---|
| Kingfisher Capital LLC | 2,826 | $264.0K | 0.07% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,838 | $264.6K | 0.01% | +40+1.4% | Added |
| Vantage Consulting Group Inc | 2,844 | $265.2K | 0.18% | −58−2.0% | Reduced |
| Tritonpoint Wealth, LLC | 2,861 | $266.7K | 0.03% | +2,861 | New |
| Ipswich Investment Management Co., Inc. | 2,868 | $267.4K | 0.07% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 2,880 | $268.6K | 0.02% | −70−2.4% | Reduced |
| Valmark Advisers, Inc. | 2,881 | $268.7K | 0.01% | −25−0.9% | Reduced |
| Omnia Family Wealth, LLC | 2,894 | $269.9K | 0.14% | 00.0% | Unchanged |
| American Trust | 2,901 | $270.5K | 0.02% | +2,901 | New |
| American State Bank (Iowa) | 2,908 | $271.2K | 0.17% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 2,921 | $272.4K | 0.07% | +162+5.9% | Added |
| Manchester Capital Management LLC | 2,933 | $273.5K | 0.04% | −252−7.9% | Reduced |
| Ameritas Advisory Services, LLC | 3,035 | $274.5K | 0.02% | +3,035 | New |
| Park Edge Advisors, LLC | 2,946 | $274.7K | 0.10% | −5,314−64.3% | Reduced |
| Blue Fin Capital, Inc. | 2,965 | $276.5K | 0.07% | +2,965 | New |
| Associated Banc-Corp | 2,972 | $277.1K | 0.01% | +260+9.6% | Added |
| Objective Capital Management, LLC | 2,978 | $277.7K | 0.21% | −104−3.4% | Reduced |
| National Philanthropic Trust | 2,980 | $277.9K | 0.01% | +2,980 | New |
| Proathlete Wealth Management LLC | 2,981 | $277.9K | 0.16% | +2,981 | New |
| Spirit of America Management Corp | 3,000 | $279.8K | 0.06% | 00.0% | Unchanged |
| Emfo, LLC | 3,000 | $279.8K | 0.26% | +1,000+50.0% | Added |
| Evergreen Capital Management LLC | 3,004 | $280.1K | 0.01% | −3,255−52.0% | Reduced |
| Manchester Financial Inc | 3,011 | $280.8K | 0.08% | −12−0.4% | Reduced |
| O'Rourke & Company, Inc | 3,013 | $281.0K | 0.18% | +19+0.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,014 | $281.1K | 0.07% | −158−5.0% | Reduced |
| Stiles Financial Services Inc | 3,018 | $281.5K | 0.13% | +30+1.0% | Added |
| Navis Wealth Advisors, LLC | 3,021 | $281.7K | 0.37% | +29+1.0% | Added |
| Five Oceans Advisors | 3,022 | $281.8K | 0.16% | +3+0.1% | Added |
| Zhang Financial LLC | 3,025 | $282.1K | 0.02% | +3,025 | New |
| Janney Capital Management LLC | 3,039 | $283.0K | 0.02% | −284−8.5% | Reduced |
| Sepio Capital, LP | 3,054 | $284.8K | 0.02% | +419+15.9% | Added |
| Pine Valley Investments Ltd Liability Co | 3,056 | $285.0K | 0.02% | +466+18.0% | Added |
| Trueblood Wealth Management, LLC | 3,080 | $287.2K | 0.18% | +3,080 | New |
| Aprio Wealth Management, LLC | 3,090 | $288.2K | 0.06% | −131−4.1% | Reduced |
| Wimmer Associates 1, LLC | 3,098 | $288.9K | 0.16% | −90−2.8% | Reduced |
| HBW Advisory Services LLC | 3,104 | $289.0K | 0.05% | −1,890−37.8% | Reduced |
| First Interstate Bank | 3,100 | $289.1K | 0.02% | −2,050−39.8% | Reduced |
| Trilogy Capital Inc. | 3,107 | $289.7K | 0.02% | +100+3.3% | Added |
| Lokken Investment Group LLC | 3,111 | $290.1K | 0.16% | −5,626−64.4% | Reduced |
| SOL Capital Management CO | 3,120 | $291.0K | 0.04% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 3,110 | $291.2K | 0.00% | +3,110 | New |
| Waddell & Associates, LLC | 3,021 | $291.8K | 0.04% | −1,250−29.3% | Reduced |
| Pinebridge Investments, L.P. | 3,134 | $292.2K | 0.00% | +124+4.1% | Added |
| Oracle Alpha Inc. | 3,148 | $293.6K | 0.38% | +3,148 | New |
| Richwood Investment Advisors, LLC | 3,163 | $294.9K | 0.28% | −130−3.9% | Reduced |
| Morningstar Investment Services LLC | 3,161 | $296.0K | 0.00% | +3,161 | New |
| Private Capital Management LLC | 3,179 | $296.4K | 0.07% | +148+4.9% | Added |
| Measured Wealth Private Client Group, LLC | 3,227 | $300.9K | 0.11% | −352−9.8% | Reduced |
| Guerra Pan Advisors, LLC | 3,239 | $302.0K | 0.29% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 3,249 | $303.0K | 0.10% | −100−3.0% | Reduced |
| Advus Financial Partners, LLC | 3,264 | $304.3K | 0.10% | −113−3.3% | Reduced |
| Redwood Investment Management, LLC | 3,279 | $306.0K | 0.03% | +3,279 | New |
| JGP Wealth Management, LLC | 3,290 | $306.8K | 0.05% | +17+0.5% | Added |
| Goldstone Financial Group, LLC | 3,300 | $307.7K | 0.08% | +198+6.4% | Added |
| Fiducient Advisors LLC | 3,321 | $309.7K | 0.06% | −15−0.4% | Reduced |
| First Affirmative Financial Network | 3,321 | $309.7K | 0.25% | −39−1.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 3,323 | $309.9K | 0.10% | −50−1.5% | Reduced |
| Crawford Investment Counsel Inc | 3,337 | $311.2K | 0.01% | +70+2.1% | Added |
| Journey Advisory Group, LLC | 3,338 | $311.2K | 0.04% | +10.0% | Added |
| Onefund, LLC | 3,341 | $311.5K | 0.40% | +3,341 | New |
| Pinnacle Financial Partners Inc | 3,361 | $313.4K | 0.01% | +600+21.7% | Added |
| Legacy Advisors, LLC | 3,365 | $313.8K | 0.04% | +3,365 | New |
| Viawealth, LLC | 3,370 | $314.3K | 0.22% | −1,178−25.9% | Reduced |
| Duncker Streett & Co Inc | 3,371 | $314.3K | 0.07% | −200−5.6% | Reduced |
| Missouri Trust & Investment Co | 3,375 | $314.7K | 0.13% | −600−15.1% | Reduced |
| Bedel Financial Consulting, Inc. | 3,375 | $314.7K | 0.06% | +10.0% | Added |
| Moloney Securities Asset Management, LLC | 3,382 | $315.4K | 0.05% | +294+9.5% | Added |
| Cedar Brook Financial Partners, LLC | 3,487 | $315.6K | 0.07% | +98+2.9% | Added |
| Grandfield & Dodd, LLC | 3,385 | $315.7K | 0.02% | −743−18.0% | Reduced |
| Bank of Hawaii | 3,386 | $315.7K | 0.02% | +98+3.0% | Added |
| Accredited Investors Inc. | 3,395 | $316.6K | 0.02% | −90−2.6% | Reduced |
| Skba Capital Management LLC | 3,400 | $317.1K | 0.05% | −750−18.1% | Reduced |
| Quotient Wealth Partners, LLC | 3,419 | $318.8K | 0.01% | +3,419 | New |
| Alerus Financial NA | 3,419 | $318.8K | 0.03% | −175−4.9% | Reduced |
| Adviser Investments LLC | 3,423 | $319.2K | 0.00% | +3,423 | New |
| Provence Wealth Management Group | 3,453 | $322.0K | 0.17% | +3,159+1,074.5% | Added |
| American National Bank | 3,471 | $323.7K | 0.05% | −805−18.8% | Reduced |
| Apriem Advisors | 3,511 | $327.4K | 0.04% | +75+2.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,522 | $328.4K | 0.23% | −218−5.8% | Reduced |
| City State Bank | 3,542 | $330.0K | 0.17% | +42+1.2% | Added |
| Circle Wealth Management, LLC | 3,547 | $330.7K | 0.01% | 00.0% | Unchanged |
| Davidson Investment Advisors | 3,548 | $330.9K | 0.02% | −176−4.7% | Reduced |
| Cohen & Steers, Inc. | 3,553 | $331.0K | 0.00% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,563 | $332.3K | 0.02% | −30−0.8% | Reduced |
| Quantum Financial Advisors, LLC | 3,570 | $332.9K | 0.08% | −692−16.2% | Reduced |
| Centric Wealth Management | 3,891 | $334.2K | 0.11% | −97−2.4% | Reduced |
| Alta Advisers Ltd | 3,600 | $335.7K | 0.18% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 3,607 | $336.4K | 0.04% | +970+36.8% | Added |
| Fortem Financial Group, LLC | 3,608 | $336.4K | 0.17% | −770−17.6% | Reduced |
| Park National Corp | 3,618 | $337.4K | 0.01% | −200−5.2% | Reduced |
| Change Path, LLC | 3,616 | $338.0K | 0.02% | +3,616 | New |
| Sage Mountain Advisors LLC | 3,640 | $339.4K | 0.04% | −812−18.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,646 | $340.0K | 0.00% | −36,177−90.8% | Reduced |
| Frisch Financial Group, Inc. | 3,650 | $340.0K | 0.13% | +13+0.4% | Added |
| Hobbs Group Advisors, LLC | 3,650 | $340.4K | 0.15% | +3,650 | New |
| Eudaimonia Partners, LLC | 3,653 | $340.7K | 0.09% | −285−7.2% | Reduced |
| First Financial Bank - Trust Division | 3,664 | $341.7K | 0.03% | +10.0% | Added |
| Nwam LLC | 3,673 | $342.5K | 0.03% | +140+4.0% | Added |
| BKD Wealth Advisors, LLC | 3,676 | $342.8K | 0.01% | −3,495−48.7% | Reduced |
| Amplius Wealth Advisors, LLC | 3,744 | $349.1K | 0.04% | −25−0.7% | Reduced |