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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 4,845 | $451.8K | 0.02% | +1,153+31.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $453.6K | 0.00% | +1,025+26.7% | Added |
| Wealthsource Partners, LLC | 4,893 | $456.3K | 0.03% | −1,354−21.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 4,929 | $459.6K | 0.14% | +4,929 | New |
| Sanibel Captiva Trust Company, Inc. | 4,945 | $461.1K | 0.02% | +4,945 | New |
| BlueCrest Capital Management Ltd | 4,946 | $461.2K | 0.08% | −5,850−54.2% | Reduced |
| Davis R M Inc | 4,948 | $461.4K | 0.01% | 00.0% | Unchanged |
| Roundview Capital LLC | 4,965 | $463.0K | 0.04% | −955−16.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 4,968 | $463.3K | 0.05% | +4,968 | New |
| Oversea-Chinese Banking CORP Ltd | 4,962 | $463.7K | 0.02% | −1,030−17.2% | Reduced |
| Mosley Wealth Management | 4,976 | $464.0K | 0.46% | +4,976 | New |
| Founders Financial Securities LLC | 4,994 | $465.7K | 0.05% | +4,994 | New |
| Millennium Capital Advisors, LLC | 4,997 | $466.0K | 0.36% | +325+7.0% | Added |
| Willner & Heller, LLC | 5,009 | $467.1K | 0.52% | +5,009 | New |
| Executive Wealth Group LLC | 5,017 | $467.9K | 0.30% | +54+1.1% | Added |
| C2C Wealth Management, LLC | 5,005 | $468.7K | 0.40% | −116−2.3% | Reduced |
| Bell Bank | 5,033 | $469.3K | 0.05% | −630−11.1% | Reduced |
| Rehmann Capital Advisory Group | 5,037 | $469.7K | 0.04% | −84−1.6% | Reduced |
| RSM US Wealth Management LLC | 5,040 | $470.0K | 0.01% | +463+10.1% | Added |
| Arcataur Capital Management LLC | 5,047 | $470.6K | 0.18% | −20−0.4% | Reduced |
| Strategic Financial Services, Inc, | 5,082 | $473.9K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 5,083 | $474.0K | 0.14% | −3,780−42.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,091 | $474.7K | 0.06% | −415−7.5% | Reduced |
| Adirondack Trust Co | 5,532 | $476.0K | 0.21% | −160−2.8% | Reduced |
| PDS Planning, Inc | 5,115 | $477.0K | 0.05% | −153−2.9% | Reduced |
| Cambridge Trust Co | 5,137 | $479.0K | 0.02% | −136−2.6% | Reduced |
| Lavaca Capital LLC | 5,178 | $482.8K | 0.30% | −616−10.6% | Reduced |
| Peoples Bank | 5,180 | $483.0K | 0.28% | −25−0.5% | Reduced |
| Lindbrook Capital, LLC | 5,186 | $483.6K | 0.05% | −420−7.5% | Reduced |
| Integris Wealth Management, LLC | 5,231 | $487.8K | 0.14% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 5,636 | $488.9K | 0.04% | −46−0.8% | Reduced |
| Arkadios Wealth Advisors | 5,249 | $489.5K | 0.04% | −327−5.9% | Reduced |
| NBC Securities, Inc. | 5,294 | $493.0K | 0.05% | −400−7.0% | Reduced |
| Northern Financial Advisors Inc | 5,308 | $495.0K | 0.42% | −1,697−24.2% | Reduced |
| Syon Capital LLC | 5,314 | $495.5K | 0.05% | +1,006+23.4% | Added |
| Silvia McColl Wealth Management, LLC | 5,315 | $495.6K | 0.45% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,391 | $502.7K | 0.06% | −9−0.2% | Reduced |
| BSW Wealth Partners | 5,410 | $504.5K | 0.10% | −198−3.5% | Reduced |
| Bahl & Gaynor Inc | 5,446 | $507.8K | 0.00% | −1,167−17.6% | Reduced |
| Pinnacle Bancorp, Inc. | 5,448 | $508.0K | 0.17% | +312+6.1% | Added |
| Financial Advisors, LLC | 5,476 | $510.7K | 0.11% | −4−0.1% | Reduced |
| Wilkinson Global Asset Management LLC | 5,484 | $511.4K | 0.04% | −65−1.2% | Reduced |
| Denali Advisors LLC | 5,500 | $512.9K | 0.16% | −1,600−22.5% | Reduced |
| Connecticut Wealth Management, LLC | 5,514 | $514.1K | 0.03% | −1,823−24.8% | Reduced |
| Boston Financial Mangement LLC | 5,515 | $514.3K | 0.02% | +29+0.5% | Added |
| Bank of Nova Scotia Trust Co | 5,532 | $515.9K | 0.06% | −109−1.9% | Reduced |
| Eads & Heald Wealth Management | 5,548 | $517.0K | 0.25% | +306+5.8% | Added |
| LS Investment Advisors, LLC | 5,550 | $517.5K | 0.09% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 5,552 | $517.7K | 0.04% | +5,552 | New |
| Clearstead Advisors, LLC | 5,558 | $518.3K | 0.03% | +367+7.1% | Added |
| Two Sigma Advisers, LP | 5,600 | $522.2K | 0.00% | +5,600 | New |
| Graypoint LLC | 5,605 | $522.7K | 0.04% | −1,093−16.3% | Reduced |
| Shufro Rose & Co LLC | 6,420 | $524.3K | 0.05% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 5,632 | $525.2K | 0.12% | +100+1.8% | Added |
| Norden Group LLC | 5,640 | $526.0K | 0.09% | −1,558−21.6% | Reduced |
| Americana Partners, LLC | 12,280 | $528.5K | 0.05% | +4,873+65.8% | Added |
| Buffington Mohr McNeal | 5,675 | $529.2K | 0.11% | −200−3.4% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 5,742 | $535.4K | 0.17% | −30−0.5% | Reduced |
| Western Wealth Management, LLC | 5,752 | $536.4K | 0.04% | +683+13.5% | Added |
| Atomi Financial Group, Inc. | 5,753 | $536.5K | 0.07% | +2,753+91.8% | Added |
| Wealth Effects LLC | 5,756 | $536.7K | 0.20% | +51+0.9% | Added |
| Capital Square, LLC | 5,759 | $537.0K | 0.61% | +5,759 | New |
| Heritage Wealth Advisors | 5,766 | $537.7K | 0.03% | +7+0.1% | Added |
| Barlow Wealth Partners, Inc. | 5,782 | $539.2K | 0.08% | +5,782 | New |
| Westover Capital Advisors, LLC | 5,803 | $541.1K | 0.18% | +103+1.8% | Added |
| Legacy Financial Advisors, Inc. | 5,822 | $542.9K | 0.10% | +261+4.7% | Added |
| Catalyst Financial Partners LLC | 5,825 | $543.2K | 0.15% | +160+2.8% | Added |
| Buckingham Strategic Wealth, LLC | 5,839 | $544.5K | 0.01% | +769+15.2% | Added |
| Cantor Fitzgerald, L. P. | 5,857 | $546.2K | 0.12% | +1,197+25.7% | Added |
| STAR Financial Bank | 5,865 | $546.9K | 0.50% | +1,350+29.9% | Added |
| Penserra Capital Management LLC | 5,879 | $547.0K | 0.01% | −1,296−18.1% | Reduced |
| Lebenthal Global Advisors, LLC | 5,879 | $548.2K | 0.13% | −519−8.1% | Reduced |
| Laidlaw Wealth Management LLC | 5,902 | $550.3K | 0.20% | −258−4.2% | Reduced |
| Legacy Capital Group California, Inc. | 5,905 | $550.6K | 0.21% | −15−0.3% | Reduced |
| Wharton Business Group, LLC | 5,939 | $554.0K | 0.03% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 5,980 | $557.6K | 0.02% | −236−3.8% | Reduced |
| McDonald Partners LLC | 5,984 | $558.0K | 0.17% | −1,892−24.0% | Reduced |
| Red Lighthouse Investment Management, LLC | 5,995 | $559.0K | 0.23% | +20.0% | Added |
| Eagle Rock Investment Company, LLC | 6,000 | $559.5K | 0.11% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,005 | $560.0K | 0.01% | +36+0.6% | Added |
| Chapin Davis, Inc. | 6,018 | $561.1K | 0.24% | +32+0.5% | Added |
| Benjamin Edwards Inc | 6,024 | $562.0K | 0.12% | +204+3.5% | Added |
| Bridgefront Capital, LLC | 6,088 | $567.7K | 0.43% | +6,088 | New |
| Central Bank & Trust Co | 6,115 | $570.2K | 0.09% | −4,328−41.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 6,118 | $570.5K | 0.02% | +6,118 | New |
| CX Institutional | 6,120 | $570.7K | 0.03% | −1,965−24.3% | Reduced |
| Prestige Wealth Management Group LLC | 6,130 | $571.6K | 0.13% | +412+7.2% | Added |
| Berger Financial Group, Inc | 6,132 | $571.8K | 0.06% | +481+8.5% | Added |
| Lake Street Financial LLC | 6,146 | $573.1K | 0.09% | −540−8.1% | Reduced |
| Pacitti Group Inc. | 6,169 | $575.3K | 0.36% | +143+2.4% | Added |
| US Asset Management LLC | 6,176 | $576.0K | 0.57% | +6,176 | New |
| Voya Financial Advisors, Inc. | 6,160 | $576.8K | 0.07% | −1,332−17.8% | Reduced |
| Essex Financial Services, Inc. | 6,186 | $576.9K | 0.06% | +399+6.9% | Added |
| Icon Wealth Advisors, LLC | 6,217 | $579.7K | 0.06% | +6,217 | New |
| Ronald Blue Trust, Inc. | 7,129 | $582.0K | 0.01% | +1,505+26.8% | Added |
| Chicago Wealth Management, Inc. | 6,243 | $582.2K | 0.40% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 6,250 | $583.0K | 0.30% | −6,863−52.3% | Reduced |
| Welch & Forbes LLC | 6,257 | $583.5K | 0.01% | −859−12.1% | Reduced |
| Carlson Capital Management | 6,259 | $583.6K | 0.03% | −200−3.1% | Reduced |
| Kingsview Wealth Management, LLC | 6,262 | $583.9K | 0.02% | −523−7.7% | Reduced |