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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,268 | $771.0K | 0.03% | +204+2.5% | Added |
| Inspire Trust Co, N.A. | 8,300 | $774.0K | 0.80% | +8,300 | New |
| Beverly Hills Private Wealth, LLC | 8,417 | $784.9K | 0.20% | +3,751+80.4% | Added |
| Great Valley Advisor Group, Inc. | 8,456 | $788.0K | 0.03% | −459−5.1% | Reduced |
| Davenport & Co LLC | 8,517 | $794.2K | 0.01% | −892−9.5% | Reduced |
| Orion Capital Management LLC | 8,544 | $796.7K | 0.47% | +1,525+21.7% | Added |
| Beacon Financial Group | 8,550 | $797.3K | 0.10% | −1,533−15.2% | Reduced |
| New Vernon Investment Management LLC | 8,550 | $797.3K | 0.92% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 8,553 | $797.6K | 0.08% | −51−0.6% | Reduced |
| TRUE Private Wealth Advisors | 8,614 | $803.2K | 0.10% | −121−1.4% | Reduced |
| Resurgent Financial Advisors LLC | 8,658 | $807.4K | 0.50% | −884−9.3% | Reduced |
| E&G Advisors, LP | 8,709 | $808.1K | 0.29% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,772 | $817.9K | 0.05% | +803+10.1% | Added |
| IHT Wealth Management, LLC | 8,786 | $819.3K | 0.04% | +110+1.3% | Added |
| Sage Rhino Capital LLC | 8,800 | $820.6K | 0.21% | −70−0.8% | Reduced |
| Magnus Financial Group LLC | 8,804 | $821.0K | 0.11% | −203−2.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $822.0K | 0.09% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 8,837 | $824.0K | 0.05% | +574+6.9% | Added |
| GAMMA Investing LLC | 9,517 | $830.3K | 0.22% | +9,517 | New |
| Merit Financial Group, LLC | 8,927 | $832.5K | 0.03% | −13,537−60.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,940 | $833.7K | 0.13% | −23−0.3% | Reduced |
| Pennsylvania Capital Management Inc | 9,103 | $848.9K | 0.34% | −26−0.3% | Reduced |
| Levin Capital Strategies, L.P. | 9,125 | $850.9K | 0.09% | +2,875+46.0% | Added |
| Altman Advisors, Inc. | 9,199 | $857.8K | 0.45% | −7,571−45.1% | Reduced |
| EP Wealth Advisors, LLC | 9,208 | $858.6K | 0.01% | −3,536−27.7% | Reduced |
| First Citizens Financial Corp | 9,208 | $858.6K | 0.55% | 00.0% | Unchanged |
| Rockland Trust Co | 9,236 | $861.3K | 0.05% | +9,236 | New |
| Schonfeld Strategic Advisors LLC | 9,243 | $861.9K | 0.01% | +9,243 | New |
| Buckley Wealth Management, LLC | 9,260 | $863.5K | 0.30% | −477−4.9% | Reduced |
| W Advisors, LLC | 9,290 | $866.3K | 0.64% | +23+0.2% | Added |
| Global Retirement Partners, LLC | 10,082 | $866.7K | 0.04% | +2,075+25.9% | Added |
| Sompo Asset Management Co., Ltd. | 9,320 | $869.1K | 0.16% | +720+8.4% | Added |
| Farther Finance Advisors, LLC | 9,407 | $877.2K | 0.06% | +5,681+152.5% | Added |
| Atom Investors LP | 9,425 | $878.9K | 0.16% | −3,273−25.8% | Reduced |
| Trust Point Inc. | 9,434 | $879.7K | 0.07% | +9,434 | New |
| Busey Wealth Management | 9,435 | $879.8K | 0.03% | +1,124+13.5% | Added |
| Parcion Private Wealth LLC | 9,468 | $882.9K | 0.08% | 00.0% | Unchanged |
| Congress Park Capital LLC | 9,500 | $885.9K | 0.43% | +6,900+265.4% | Added |
| Trust Co of Vermont | 9,502 | $886.1K | 0.06% | −1,579−14.2% | Reduced |
| Golden State Equity Partners | 9,540 | $889.6K | 0.22% | −693−6.8% | Reduced |
| Longfellow Investment Management Co LLC | 9,572 | $892.6K | 0.22% | +9,572 | New |
| Desjardins Global Asset Management Inc. | 9,576 | $893.0K | 0.10% | −10,042−51.2% | Reduced |
| Mather Group, LLC. | 9,588 | $894.1K | 0.01% | −2,250−19.0% | Reduced |
| First Horizon Advisors, Inc. | 9,628 | $897.8K | 0.03% | +14+0.1% | Added |
| Csenge Advisory Group | 9,663 | $901.1K | 0.06% | +1,024+11.9% | Added |
| Everpar Advisors LLC | 9,665 | $901.3K | 0.42% | +9,665 | New |
| Avidian Wealth Solutions, LLC | 9,672 | $901.9K | 0.06% | −2,575−21.0% | Reduced |
| Concurrent Investment Advisors, LLC | 9,710 | $905.4K | 0.04% | +9,710 | New |
| LVW Advisors, LLC | 9,723 | $906.7K | 0.17% | +2,422+33.2% | Added |
| Proficio Capital Partners LLC | 9,775 | $911.5K | 0.11% | −5−0.1% | Reduced |
| Commerzbank Aktiengesellschaft | 9,798 | $914.0K | 0.04% | +9,798 | New |
| Mark Asset Management LP | 9,848 | $918.0K | 0.15% | −480−4.6% | Reduced |
| Fort Point Capital Partners LLC | 9,867 | $920.1K | 0.14% | +428+4.5% | Added |
| Choate Investment Advisors | 9,917 | $924.8K | 0.03% | +249+2.6% | Added |
| Concord Asset Management, LLC | 9,923 | $925.4K | 0.27% | +3,169+46.9% | Added |
| Moneta Group Investment Advisors LLC | 9,978 | $930.5K | 0.02% | −441−4.2% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $932.5K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 10,108 | $942.6K | 0.44% | +310+3.2% | Added |
| Northeast Financial Consultants Inc | 10,140 | $945.6K | 0.05% | +300+3.0% | Added |
| Nilsine Partners, LLC | 10,180 | $949.3K | 0.15% | −3,607−26.2% | Reduced |
| SageView Advisory Group, LLC | 10,849 | $950.6K | 0.04% | +7,797+255.5% | Added |
| Brighton Jones LLC | 10,257 | $956.4K | 0.04% | −209−2.0% | Reduced |
| FourThought Financial Partners, LLC | 10,279 | $958.5K | 0.12% | −291−2.8% | Reduced |
| Eagle Asset Management Inc | 10,330 | $963.3K | 0.01% | +2,502+32.0% | Added |
| Granger Management LLC | 10,338 | $964.0K | 0.35% | +6,692+183.5% | Added |
| Castle Wealth Management LLC | 10,349 | $965.0K | 0.58% | +171+1.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 10,365 | $966.5K | 0.10% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 10,438 | $973.3K | 0.30% | −48−0.5% | Reduced |
| Venturi Wealth Management, LLC | 10,441 | $973.7K | 0.07% | −205−1.9% | Reduced |
| Concord Wealth Partners | 10,461 | $975.5K | 0.20% | +2,404+29.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,515 | $980.5K | 0.26% | +368+3.6% | Added |
| Haverford Trust Co | 10,564 | $985.1K | 0.01% | +40+0.4% | Added |
| Ostrum Asset Management | 10,581 | $986.7K | 0.09% | −7,009−39.8% | Reduced |
| Bank of New Hampshire | 10,599 | $988.4K | 0.28% | −9,857−48.2% | Reduced |
| InterOcean Capital Group, LLC | 10,600 | $988.4K | 0.03% | −1,022−8.8% | Reduced |
| NCM Capital Management, LLC | 10,655 | $993.6K | 0.60% | +160+1.5% | Added |
| Baker Tilly Wealth Management, LLC | 10,658 | $993.9K | 0.16% | −893−7.7% | Reduced |
| Mork Capital Management, LLC | 10,670 | $995.0K | 0.61% | +740+7.5% | Added |
| Parkside Financial Bank & Trust | 10,676 | $995.5K | 0.18% | +4,230+65.6% | Added |
| Stratos Wealth Advisors, LLC | 10,706 | $998.3K | 0.06% | +661+6.6% | Added |
| Washburn Capital Management, Inc. | 10,731 | $1.00M | 0.75% | −195−1.8% | Reduced |
| Alera Investment Advisors, LLC | 10,734 | $1.00M | 0.13% | −480−4.3% | Reduced |
| Hamilton Capital, LLC | 10,833 | $1.01M | 0.08% | +726+7.2% | Added |
| Legacy Bridge, LLC | 10,848 | $1.01M | 0.66% | −50−0.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 10,870 | $1.01M | 0.10% | −101−0.9% | Reduced |
| Summit Trail Advisors, LLC | 10,874 | $1.01M | 0.03% | −1,840−14.5% | Reduced |
| GFG Capital, LLC | 10,890 | $1.02M | 0.27% | −634−5.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 10,922 | $1.02M | 0.09% | −441−3.9% | Reduced |
| Hancock Whitney Corp | 11,053 | $1.03M | 0.04% | −123,366−91.8% | Reduced |
| Rossmore Private Capital | 11,160 | $1.04M | 0.15% | −104−0.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,190 | $1.04M | 0.12% | −1,091−8.9% | Reduced |
| Hartford Funds Management Co LLC | 11,269 | $1.05M | 0.10% | +1,635+17.0% | Added |
| Helios Capital Management Pte. Ltd | 11,300 | $1.05M | 0.83% | +11,300 | New |
| Cape Ann Savings Bank | 12,080 | $1.05M | 0.70% | −580−4.6% | Reduced |
| Abbrea Capital, LLC | 11,303 | $1.05M | 0.15% | −921−7.5% | Reduced |
| Parsons Capital Management Inc | 11,356 | $1.06M | 0.08% | −240−2.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 11,365 | $1.06M | 0.21% | −367−3.1% | Reduced |
| Van Leeuwen & Company, LLC | 11,386 | $1.06M | 0.62% | +11,386 | New |
| Ar Asset Management Inc | 11,400 | $1.06M | 0.28% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 11,404 | $1.06M | 0.45% | −210−1.8% | Reduced |