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; 2,746 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Worm Capital, LLC | 6,285 | $586.1K | 0.58% | −6,700−51.6% | Reduced |
| Cubic Asset Management, LLC | 6,296 | $587.1K | 0.15% | +6,296 | New |
| Patriot Financial Group Insurance Agency, LLC | 6,319 | $589.2K | 0.11% | +290+4.8% | Added |
| Woodmont Investment Counsel LLC | 6,323 | $589.6K | 0.06% | +6,323 | New |
| Grove Bank & Trust | 6,342 | $591.4K | 0.11% | +4,019+173.0% | Added |
| KPP Advisory Services LLC | 6,380 | $595.0K | 0.52% | +7+0.1% | Added |
| Burke & Herbert Bank & Trust Co | 6,409 | $597.6K | 0.43% | 00.0% | Unchanged |
| Sippican Capital Advisors | 6,429 | $599.5K | 0.47% | +378+6.2% | Added |
| Somerville Kurt F | 6,430 | $599.6K | 0.11% | −10−0.2% | Reduced |
| Lee Danner & Bass Inc | 6,463 | $603.0K | 0.05% | −25−0.4% | Reduced |
| Arbor Investment Advisors, LLC | 6,489 | $605.1K | 0.09% | −81−1.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,494 | $606.0K | 0.01% | +866+15.4% | Added |
| Douglass Winthrop Advisors, LLC | 6,519 | $607.9K | 0.01% | +353+5.7% | Added |
| Colony Group, LLC | 6,525 | $608.0K | 0.01% | +6,525 | New |
| HM Payson & Co | 6,522 | $608.2K | 0.01% | −400−5.8% | Reduced |
| Rothschild Investment LLC | 6,533 | $609.2K | 0.05% | +6,533 | New |
| Titleist Asset Management, LLC | 6,540 | $609.9K | 0.11% | −731−10.1% | Reduced |
| Kovack Advisors, Inc. | 6,541 | $609.9K | 0.07% | +1,091+20.0% | Added |
| Anchor Investment Management, LLC | 6,553 | $611.1K | 0.07% | +463+7.6% | Added |
| Clifford Group, LLC | 6,591 | $614.6K | 0.57% | +311+5.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,600 | $615.5K | 0.04% | +163+2.5% | Added |
| Harbor Advisors LLC | 6,608 | $616.2K | 0.12% | 00.0% | Unchanged |
| Private Trust Co NA | 6,640 | $619.2K | 0.07% | −1,258−15.9% | Reduced |
| Neville Rodie & Shaw Inc | 6,676 | $622.0K | 0.05% | −1,250−15.8% | Reduced |
| First Foundation Advisors | 6,702 | $624.9K | 0.03% | −3,393−33.6% | Reduced |
| Beta Wealth Group, Inc. | 6,710 | $625.7K | 0.33% | +806+13.7% | Added |
| Claro Advisors LLC | 6,714 | $626.1K | 0.14% | −771−10.3% | Reduced |
| Transatlantique Private Wealth LLC | 6,714 | $626.1K | 0.29% | −202−2.9% | Reduced |
| Canton Hathaway, LLC | 6,725 | $627.0K | 0.19% | 00.0% | Unchanged |
| West Oak Capital, LLC | 6,997 | $628.0K | 0.29% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 6,738 | $628.3K | 0.04% | +603+9.8% | Added |
| CFM Wealth Partners LLC | 6,776 | $631.9K | 0.14% | +484+7.7% | Added |
| Miracle Mile Advisors, LLC | 6,778 | $632.0K | 0.02% | +2,942+76.7% | Added |
| Affinity Investment Advisors, LLC | 6,781 | $632.3K | 0.43% | −901−11.7% | Reduced |
| Advisor Resource Council | 6,813 | $635.3K | 0.07% | +6,813 | New |
| AFS Financial Group, LLC | 6,817 | $635.7K | 0.60% | −10,505−60.6% | Reduced |
| Empire Financial Management Company, LLC | 6,844 | $638.2K | 0.25% | +193+2.9% | Added |
| Waldron Private Wealth LLC | 6,878 | $641.4K | 0.03% | +571+9.1% | Added |
| Personal Cfo Solutions, LLC | 6,904 | $643.9K | 0.11% | −413−5.6% | Reduced |
| Strategic Blueprint, LLC | 6,916 | $644.9K | 0.05% | −492−6.6% | Reduced |
| Orca Investment Management, LLC | 6,922 | $645.5K | 0.62% | 00.0% | Unchanged |
| IFG Advisors, LLC | 6,932 | $646.4K | 0.19% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 6,938 | $647.0K | 0.34% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 6,942 | $647.3K | 0.00% | −232−3.2% | Reduced |
| Visionary Wealth Advisors | 6,957 | $648.7K | 0.05% | +541+8.4% | Added |
| LexAurum Advisors, LLC | 7,006 | $653.3K | 0.17% | −122−1.7% | Reduced |
| IFP Advisors, Inc | 7,019 | $654.4K | 0.03% | −3,923−35.9% | Reduced |
| Mission Wealth Management, LP | 7,021 | $654.7K | 0.02% | −132−1.8% | Reduced |
| FDx Advisors, Inc. | 7,064 | $659.0K | 0.05% | −740−9.5% | Reduced |
| Quilter Plc | 7,055 | $659.6K | 0.02% | −1,000−12.4% | Reduced |
| NBT Bank N A | 7,093 | $661.4K | 0.05% | +51+0.7% | Added |
| TriaGen Wealth Management LLC | 7,105 | $662.5K | 0.32% | +200+2.9% | Added |
| Prio Wealth Limited Partnership | 7,108 | $662.8K | 0.02% | −103−1.4% | Reduced |
| KLCM Advisors, Inc. | 7,164 | $668.0K | 0.10% | −246−3.3% | Reduced |
| Breakwater Capital Group | 7,812 | $669.7K | 0.19% | −143−1.8% | Reduced |
| Hyman Charles D | 7,188 | $670.0K | 0.04% | 00.0% | Unchanged |
| Corton Capital Inc. | 7,198 | $671.2K | 0.21% | +569+8.6% | Added |
| Mechanics Financial Corp | 7,201 | $671.5K | 0.38% | 00.0% | Unchanged |
| Robotti Robert | 7,215 | $672.8K | 0.10% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 7,233 | $674.5K | 0.19% | +20.0% | Added |
| Spouting Rock Asset Management, LLC | 7,236 | $674.8K | 0.25% | +7,236 | New |
| Sunbelt Securities, Inc. | 7,252 | $676.3K | 0.09% | +198+2.8% | Added |
| Charles Carroll Financial Partners, LLC | 7,253 | $676.3K | 0.73% | −2,600−26.4% | Reduced |
| Cidel Asset Management Inc | 7,257 | $676.7K | 0.03% | +7,257 | New |
| Hills Bank & Trust Co | 7,268 | $677.7K | 0.07% | −36−0.5% | Reduced |
| Meridian Investment Counsel Inc. | 7,285 | $679.3K | 0.23% | −450−5.8% | Reduced |
| Sentry Investment Management LLC | 7,291 | $680.0K | 0.29% | −91−1.2% | Reduced |
| Brookstone Capital Management | 7,311 | $681.8K | 0.01% | −1,608−18.0% | Reduced |
| Financial Management Professionals, Inc. | 7,338 | $684.0K | 0.11% | +99+1.4% | Added |
| Renaissance Investment Group LLC | 7,340 | $684.5K | 0.17% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7,353 | $686.0K | 0.09% | −4,425−37.6% | Reduced |
| Hilltop Holdings Inc. | 7,361 | $686.4K | 0.08% | −57−0.8% | Reduced |
| Kesler, Norman & Wride, LLC | 7,397 | $689.8K | 0.16% | −718−8.8% | Reduced |
| Maltin Wealth Management, Inc. | 7,425 | $692.3K | 0.44% | −954−11.4% | Reduced |
| Independent Investors Inc | 7,483 | $697.8K | 0.16% | −133−1.7% | Reduced |
| Auto-Owners Insurance Co | 7,500 | $699.4K | 0.02% | 00.0% | Unchanged |
| FORA Capital, LLC | 7,537 | $702.8K | 0.06% | −86,914−92.0% | Reduced |
| Charles Schwab Trust Co | 7,556 | $704.6K | 0.07% | −869−10.3% | Reduced |
| Wedmont Private Capital | 7,647 | $715.1K | 0.06% | −3,190−29.4% | Reduced |
| Portside Wealth Group, LLC | 7,673 | $715.5K | 0.13% | −1,082−12.4% | Reduced |
| Bremer Bank National Association | 7,692 | $717.3K | 0.13% | +336+4.6% | Added |
| North Star Investment Management Corp. | 7,708 | $718.8K | 0.06% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 7,709 | $718.9K | 0.20% | +280+3.8% | Added |
| MidWestOne Financial Group, Inc. | 7,782 | $725.7K | 0.14% | −501−6.0% | Reduced |
| Berkshire Bank | 7,800 | $727.4K | 0.19% | 00.0% | Unchanged |
| Maven Securities LTD | 7,831 | $730.2K | 0.08% | +2,082+36.2% | Added |
| Marino, Stram & Associates LLC | 7,847 | $731.7K | 0.19% | −1,333−14.5% | Reduced |
| 1832 Asset Management L.P. | 7,855 | $732.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8,017 | $742.0K | 0.06% | −2,474−23.6% | Reduced |
| Ramirez Asset Management, Inc. | 7,979 | $744.0K | 0.15% | 00.0% | Unchanged |
| DFPG Investments, LLC | 8,101 | $744.6K | 0.06% | −47−0.6% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,000 | $746.0K | 0.23% | −650−7.5% | Reduced |
| Cim Investment Mangement Inc | 8,045 | $750.2K | 0.24% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 8,081 | $753.5K | 0.17% | +478+6.3% | Added |
| Corsair Capital Management, L.P. | 8,168 | $761.7K | 0.24% | −248−2.9% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,190 | $763.7K | 0.08% | −516−5.9% | Reduced |
| Cooper Financial Group | 8,194 | $764.1K | 0.14% | +695+9.3% | Added |
| Bull Street Advisors, LLC | 8,229 | $767.0K | 0.39% | 00.0% | Unchanged |
| Perpetual Ltd | 8,232 | $767.6K | 0.01% | −1,855−18.4% | Reduced |
| David Loasby | 8,264 | $770.6K | 0.08% | +412+5.2% | Added |