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 |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | 10,849 | $950.6K | 0.04% | +7,797+255.5% | Added |
| Nilsine Partners, LLC | 10,180 | $949.3K | 0.15% | −3,607−26.2% | Reduced |
| Northeast Financial Consultants Inc | 10,140 | $945.6K | 0.05% | +300+3.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 10,108 | $942.6K | 0.44% | +310+3.2% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $932.5K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 9,978 | $930.5K | 0.02% | −441−4.2% | Reduced |
| Concord Asset Management, LLC | 9,923 | $925.4K | 0.27% | +3,169+46.9% | Added |
| Choate Investment Advisors | 9,917 | $924.8K | 0.03% | +249+2.6% | Added |
| Fort Point Capital Partners LLC | 9,867 | $920.1K | 0.14% | +428+4.5% | Added |
| Mark Asset Management LP | 9,848 | $918.0K | 0.15% | −480−4.6% | Reduced |
| Commerzbank Aktiengesellschaft | 9,798 | $914.0K | 0.04% | +9,798 | New |
| Proficio Capital Partners LLC | 9,775 | $911.5K | 0.11% | −5−0.1% | Reduced |
| LVW Advisors, LLC | 9,723 | $906.7K | 0.17% | +2,422+33.2% | Added |
| Concurrent Investment Advisors, LLC | 9,710 | $905.4K | 0.04% | +9,710 | New |
| Avidian Wealth Solutions, LLC | 9,672 | $901.9K | 0.06% | −2,575−21.0% | Reduced |
| Everpar Advisors LLC | 9,665 | $901.3K | 0.42% | +9,665 | New |
| Csenge Advisory Group | 9,663 | $901.1K | 0.06% | +1,024+11.9% | Added |
| First Horizon Advisors, Inc. | 9,628 | $897.8K | 0.03% | +14+0.1% | Added |
| Mather Group, LLC. | 9,588 | $894.1K | 0.01% | −2,250−19.0% | Reduced |
| Desjardins Global Asset Management Inc. | 9,576 | $893.0K | 0.10% | −10,042−51.2% | Reduced |
| Longfellow Investment Management Co LLC | 9,572 | $892.6K | 0.22% | +9,572 | New |
| Golden State Equity Partners | 9,540 | $889.6K | 0.22% | −693−6.8% | Reduced |
| Trust Co of Vermont | 9,502 | $886.1K | 0.06% | −1,579−14.2% | Reduced |
| Congress Park Capital LLC | 9,500 | $885.9K | 0.43% | +6,900+265.4% | Added |
| Parcion Private Wealth LLC | 9,468 | $882.9K | 0.08% | 00.0% | Unchanged |
| Busey Wealth Management | 9,435 | $879.8K | 0.03% | +1,124+13.5% | Added |
| Trust Point Inc. | 9,434 | $879.7K | 0.07% | +9,434 | New |
| Atom Investors LP | 9,425 | $878.9K | 0.16% | −3,273−25.8% | Reduced |
| Farther Finance Advisors, LLC | 9,407 | $877.2K | 0.06% | +5,681+152.5% | Added |
| Sompo Asset Management Co., Ltd. | 9,320 | $869.1K | 0.16% | +720+8.4% | Added |
| Global Retirement Partners, LLC | 10,082 | $866.7K | 0.04% | +2,075+25.9% | Added |
| W Advisors, LLC | 9,290 | $866.3K | 0.64% | +23+0.2% | Added |
| Buckley Wealth Management, LLC | 9,260 | $863.5K | 0.30% | −477−4.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,243 | $861.9K | 0.01% | +9,243 | New |
| Rockland Trust Co | 9,236 | $861.3K | 0.05% | +9,236 | New |
| First Citizens Financial Corp | 9,208 | $858.6K | 0.55% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 9,208 | $858.6K | 0.01% | −3,536−27.7% | Reduced |
| Altman Advisors, Inc. | 9,199 | $857.8K | 0.45% | −7,571−45.1% | Reduced |
| Levin Capital Strategies, L.P. | 9,125 | $850.9K | 0.09% | +2,875+46.0% | Added |
| Pennsylvania Capital Management Inc | 9,103 | $848.9K | 0.34% | −26−0.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,940 | $833.7K | 0.13% | −23−0.3% | Reduced |
| Merit Financial Group, LLC | 8,927 | $832.5K | 0.03% | −13,537−60.3% | Reduced |
| GAMMA Investing LLC | 9,517 | $830.3K | 0.22% | +9,517 | New |
| Cookson Peirce & Co Inc | 8,837 | $824.0K | 0.05% | +574+6.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $822.0K | 0.09% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 8,804 | $821.0K | 0.11% | −203−2.3% | Reduced |
| Sage Rhino Capital LLC | 8,800 | $820.6K | 0.21% | −70−0.8% | Reduced |
| IHT Wealth Management, LLC | 8,786 | $819.3K | 0.04% | +110+1.3% | Added |
| Moors & Cabot, Inc. | 8,772 | $817.9K | 0.05% | +803+10.1% | Added |
| E&G Advisors, LP | 8,709 | $808.1K | 0.29% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 8,658 | $807.4K | 0.50% | −884−9.3% | Reduced |
| TRUE Private Wealth Advisors | 8,614 | $803.2K | 0.10% | −121−1.4% | Reduced |
| Good Life Advisors, LLC | 8,553 | $797.6K | 0.08% | −51−0.6% | Reduced |
| New Vernon Investment Management LLC | 8,550 | $797.3K | 0.92% | 00.0% | Unchanged |
| Beacon Financial Group | 8,550 | $797.3K | 0.10% | −1,533−15.2% | Reduced |
| Orion Capital Management LLC | 8,544 | $796.7K | 0.47% | +1,525+21.7% | Added |
| Davenport & Co LLC | 8,517 | $794.2K | 0.01% | −892−9.5% | Reduced |
| Great Valley Advisor Group, Inc. | 8,456 | $788.0K | 0.03% | −459−5.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,417 | $784.9K | 0.20% | +3,751+80.4% | Added |
| Inspire Trust Co, N.A. | 8,300 | $774.0K | 0.80% | +8,300 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,268 | $771.0K | 0.03% | +204+2.5% | Added |
| David Loasby | 8,264 | $770.6K | 0.08% | +412+5.2% | Added |
| Perpetual Ltd | 8,232 | $767.6K | 0.01% | −1,855−18.4% | Reduced |
| Bull Street Advisors, LLC | 8,229 | $767.0K | 0.39% | 00.0% | Unchanged |
| Cooper Financial Group | 8,194 | $764.1K | 0.14% | +695+9.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,190 | $763.7K | 0.08% | −516−5.9% | Reduced |
| Corsair Capital Management, L.P. | 8,168 | $761.7K | 0.24% | −248−2.9% | Reduced |
| Private Portfolio Partners LLC | 8,081 | $753.5K | 0.17% | +478+6.3% | Added |
| Cim Investment Mangement Inc | 8,045 | $750.2K | 0.24% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 8,000 | $746.0K | 0.23% | −650−7.5% | Reduced |
| DFPG Investments, LLC | 8,101 | $744.6K | 0.06% | −47−0.6% | Reduced |
| Ramirez Asset Management, Inc. | 7,979 | $744.0K | 0.15% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8,017 | $742.0K | 0.06% | −2,474−23.6% | Reduced |
| 1832 Asset Management L.P. | 7,855 | $732.5K | 0.00% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 7,847 | $731.7K | 0.19% | −1,333−14.5% | Reduced |
| Maven Securities LTD | 7,831 | $730.2K | 0.08% | +2,082+36.2% | Added |
| Berkshire Bank | 7,800 | $727.4K | 0.19% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 7,782 | $725.7K | 0.14% | −501−6.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 7,709 | $718.9K | 0.20% | +280+3.8% | Added |
| North Star Investment Management Corp. | 7,708 | $718.8K | 0.06% | 00.0% | Unchanged |
| Bremer Bank National Association | 7,692 | $717.3K | 0.13% | +336+4.6% | Added |
| Portside Wealth Group, LLC | 7,673 | $715.5K | 0.13% | −1,082−12.4% | Reduced |
| Wedmont Private Capital | 7,647 | $715.1K | 0.06% | −3,190−29.4% | Reduced |
| Charles Schwab Trust Co | 7,556 | $704.6K | 0.07% | −869−10.3% | Reduced |
| FORA Capital, LLC | 7,537 | $702.8K | 0.06% | −86,914−92.0% | Reduced |
| Auto-Owners Insurance Co | 7,500 | $699.4K | 0.02% | 00.0% | Unchanged |
| Independent Investors Inc | 7,483 | $697.8K | 0.16% | −133−1.7% | Reduced |
| Maltin Wealth Management, Inc. | 7,425 | $692.3K | 0.44% | −954−11.4% | Reduced |
| Kesler, Norman & Wride, LLC | 7,397 | $689.8K | 0.16% | −718−8.8% | Reduced |
| Hilltop Holdings Inc. | 7,361 | $686.4K | 0.08% | −57−0.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 7,353 | $686.0K | 0.09% | −4,425−37.6% | Reduced |
| Renaissance Investment Group LLC | 7,340 | $684.5K | 0.17% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7,338 | $684.0K | 0.11% | +99+1.4% | Added |
| Brookstone Capital Management | 7,311 | $681.8K | 0.01% | −1,608−18.0% | Reduced |
| Sentry Investment Management LLC | 7,291 | $680.0K | 0.29% | −91−1.2% | Reduced |
| Meridian Investment Counsel Inc. | 7,285 | $679.3K | 0.23% | −450−5.8% | Reduced |
| Hills Bank & Trust Co | 7,268 | $677.7K | 0.07% | −36−0.5% | Reduced |
| Cidel Asset Management Inc | 7,257 | $676.7K | 0.03% | +7,257 | New |
| Charles Carroll Financial Partners, LLC | 7,253 | $676.3K | 0.73% | −2,600−26.4% | Reduced |
| Sunbelt Securities, Inc. | 7,252 | $676.3K | 0.09% | +198+2.8% | Added |