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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 3,759 | $350.5K | 0.11% | −95−2.5% | Reduced |
| Overbrook Management Corp | 3,764 | $351.0K | 0.07% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,777 | $352.2K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,779 | $352.4K | 0.21% | +38+1.0% | Added |
| Operose Advisors LLC | 3,788 | $353.3K | 0.14% | −682−15.3% | Reduced |
| Prelude Capital Management, LLC | 3,791 | $353.5K | 0.03% | +966+34.2% | Added |
| Cetera Trust Company, N.A | 3,804 | $354.7K | 0.22% | +3,804 | New |
| Altus Wealth Group LLC | 3,808 | $355.1K | 0.20% | +29+0.8% | Added |
| Rosenbaum Jay D. | 3,810 | $355.3K | 0.92% | +3,810 | New |
| Farmers National Bank | 3,837 | $357.8K | 0.11% | −76−1.9% | Reduced |
| BluePath Capital Management, LLC | 3,933 | $359.8K | 0.32% | +1,213+44.6% | Added |
| Shell Asset Management Co | 3,865 | $360.0K | 0.02% | −17,984−82.3% | Reduced |
| Destination Wealth Management | 3,879 | $361.7K | 0.01% | −211−5.2% | Reduced |
| Forte Capital LLC | 3,890 | $362.7K | 0.05% | −50−1.3% | Reduced |
| Jmac Enterprises LLC | 3,900 | $363.7K | 0.08% | +1,200+44.4% | Added |
| AlphaCore Capital LLC | 3,929 | $366.4K | 0.05% | −2,893−42.4% | Reduced |
| RMR Wealth Builders | 3,932 | $366.6K | 0.05% | +175+4.7% | Added |
| Essex Savings Bank | 3,950 | $368.3K | 0.11% | +3,950 | New |
| Eastern Bank | 3,952 | $368.5K | 0.02% | −25−0.6% | Reduced |
| Hollencrest Capital Management | 3,956 | $368.9K | 0.03% | +223+6.0% | Added |
| Holderness Investments Co | 3,968 | $370.0K | 0.10% | +3,968 | New |
| AdvisorNet Financial, Inc | 3,972 | $370.4K | 0.03% | +405+11.4% | Added |
| Mill Creek Capital Advisors, LLC | 3,985 | $371.6K | 0.01% | −359−8.3% | Reduced |
| Regal Investment Advisors LLC | 4,008 | $373.7K | 0.03% | +128+3.3% | Added |
| Register Financial Advisors LLC | 4,018 | $374.7K | 0.25% | +2,804+231.0% | Added |
| Exencial Wealth Advisors, LLC | 4,024 | $375.3K | 0.02% | +122+3.1% | Added |
| Allen Investment Management LLC | 4,034 | $376.2K | 0.01% | −11,970−74.8% | Reduced |
| Wealth Alliance | 4,036 | $376.4K | 0.05% | 00.0% | Unchanged |
| CNB Bank | 4,050 | $377.7K | 0.20% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,051 | $377.8K | 0.07% | +167+4.3% | Added |
| Brown Capital Management LLC | 4,054 | $378.0K | 0.01% | −1,708−29.6% | Reduced |
| Hoylecohen, LLC | 4,063 | $378.9K | 0.03% | +474+13.2% | Added |
| Shepherd Financial Partners LLC | 4,070 | $379.6K | 0.05% | −277−6.4% | Reduced |
| Meeder Asset Management Inc | 4,076 | $380.1K | 0.03% | +242+6.3% | Added |
| Apexium Financial, LP | 4,082 | $380.6K | 0.03% | +1,246+43.9% | Added |
| Partners Capital Investment Group, LLP | 4,092 | $381.6K | 0.01% | −2,505−38.0% | Reduced |
| Harbor Investment Advisory, LLC | 4,102 | $382.5K | 0.04% | −5,823−58.7% | Reduced |
| Johnson Investment Counsel Inc | 4,108 | $383.1K | 0.00% | +476+13.1% | Added |
| L2 Asset Management, LLC | 4,116 | $383.8K | 0.16% | +4,045+5,697.2% | Added |
| Alliance Wealth Advisors, LLC | 4,133 | $385.4K | 0.26% | 00.0% | Unchanged |
| Canopy Partners, LLC | 4,147 | $386.7K | 0.24% | +4,147 | New |
| Zions Bancorporation, N.A. | 4,156 | $387.5K | 0.03% | −305−6.8% | Reduced |
| Avantax Planning Partners, Inc. | 4,163 | $388.2K | 0.01% | +32+0.8% | Added |
| Allstate Corp | 4,170 | $388.9K | 0.03% | −816−16.4% | Reduced |
| Silver Coast Investments LLC | 4,173 | $389.1K | 0.18% | +4,173 | New |
| Autumn Glory Partners, LLC | 4,535 | $389.9K | 0.22% | +530+13.2% | Added |
| Samalin Investment Counsel, LLC | 4,181 | $389.9K | 0.20% | +91+2.2% | Added |
| Morse Asset Management, Inc | 4,199 | $392.0K | 0.12% | −8,674−67.4% | Reduced |
| Evernest Financial Advisors, LLC | 4,204 | $392.0K | 0.20% | +4,204 | New |
| Salzhauer Michael | 4,225 | $394.0K | 0.35% | −1,842−30.4% | Reduced |
| Hudock, Inc. | 4,225 | $394.0K | 0.08% | +518+14.0% | Added |
| Smithfield Trust Co | 4,254 | $395.0K | 0.02% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 4,257 | $397.0K | 0.22% | +45+1.1% | Added |
| DT Investment Partners, LLC | 4,536 | $397.4K | 0.04% | 00.0% | Unchanged |
| Rogco, LP | 4,264 | $397.6K | 0.17% | +2,802+191.7% | Added |
| Aaron Wealth Advisors | 4,272 | $398.4K | 0.07% | −1,258−22.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,272 | $398.4K | 0.02% | +4,272 | New |
| Freestone Capital Holdings, LLC | 4,275 | $398.6K | 0.02% | +180+4.4% | Added |
| Aspiriant, LLC | 4,275 | $398.7K | 0.02% | +151+3.7% | Added |
| Colonial River Wealth Management, LLC | 4,278 | $398.9K | 0.24% | −709−14.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,285 | $399.6K | 0.03% | −51−1.2% | Reduced |
| South Dakota Investment Council | 4,300 | $401.0K | 0.01% | +4,300 | New |
| X-Square Capital, LLC | 4,314 | $402.0K | 0.22% | −707−14.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,358 | $406.0K | 0.16% | −153−3.4% | Reduced |
| First County Bank | 4,360 | $406.6K | 0.20% | −34−0.8% | Reduced |
| Fort Washington Investment Advisors Inc | 4,368 | $407.3K | 0.00% | −600−12.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,370 | $407.5K | 0.04% | +716+19.6% | Added |
| IPG Investment Advisors LLC | 4,375 | $408.0K | 0.08% | −348−7.4% | Reduced |
| Allred Capital Management, LLC | 4,383 | $408.7K | 0.18% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,384 | $408.8K | 0.04% | −711−14.0% | Reduced |
| Landscape Capital Management, L.L.C. | 4,391 | $409.5K | 0.04% | +4,391 | New |
| Mount Yale Investment Advisors, LLC | 4,427 | $412.8K | 0.04% | −4,982−52.9% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 4,445 | $414.6K | 0.19% | +4,445 | New |
| Strategy Asset Managers LLC | 4,447 | $414.7K | 0.10% | −1,402−24.0% | Reduced |
| Tiemann Investment Advisors, LLC | 4,461 | $416.0K | 0.20% | −500−10.1% | Reduced |
| Marcum Wealth, LLC | 4,474 | $417.2K | 0.04% | −260−5.5% | Reduced |
| Baron Wealth Management LLC | 4,482 | $418.0K | 0.23% | +20+0.4% | Added |
| Bridgewater Associates, LP | 4,483 | $418.0K | 0.00% | +1,280+40.0% | Added |
| RFG Advisory, LLC | 4,487 | $418.5K | 0.02% | −752−14.4% | Reduced |
| Visionary Horizons, LLC | 4,494 | $419.1K | 0.34% | +4,494 | New |
| HBK Sorce Advisory LLC | 4,507 | $420.3K | 0.02% | −206−4.4% | Reduced |
| Strategic Investment Advisors | 4,533 | $422.7K | 0.06% | −1,116−19.8% | Reduced |
| Continuum Advisory, LLC | 4,531 | $423.2K | 0.06% | +120+2.7% | Added |
| Acadian Asset Management LLC | 4,556 | $424.0K | 0.00% | +895+24.4% | Added |
| Bank of Stockton | 5,003 | $427.0K | 0.14% | +1,403+39.0% | Added |
| Redhawk Wealth Advisors, Inc. | 4,696 | $437.9K | 0.09% | −125−2.6% | Reduced |
| Insight 2811, Inc. | 4,702 | $438.5K | 0.24% | −124−2.6% | Reduced |
| Ledyard National Bank | 4,741 | $442.1K | 0.05% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 4,752 | $443.1K | 0.18% | +4,752 | New |
| Relative Value Partners Group, LLC | 4,769 | $444.7K | 0.03% | +1,959+69.7% | Added |
| Avestar Capital, LLC | 4,770 | $444.8K | 0.05% | +1,585+49.8% | Added |
| Hexagon Capital Partners LLC | 4,781 | $445.8K | 0.11% | +20.0% | Added |
| SlateStone Wealth, LLC | 4,785 | $446.0K | 0.06% | −307−6.0% | Reduced |
| Suvretta Capital Management, LLC | 4,800 | $447.6K | 0.02% | +4,800 | New |
| Riverwater Partners LLC | 4,801 | $447.7K | 0.35% | −629−11.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,812 | $448.7K | 0.08% | +102+2.2% | Added |
| Main Street Financial Solutions, LLC | 4,815 | $449.0K | 0.06% | −19−0.4% | Reduced |
| Vivaldi Capital Management, LLC | 5,347 | $449.0K | 0.13% | +540+11.2% | Added |
| Arista Wealth Management, LLC | 4,815 | $449.0K | 0.16% | 00.0% | Unchanged |
| Addison Advisors LLC | 4,826 | $450.0K | 0.18% | +218+4.7% | Added |