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 |
|---|---|---|---|---|---|
| Spouting Rock Asset Management, LLC | 7,236 | $674.8K | 0.25% | +7,236 | New |
| Herold Advisors, Inc. | 7,233 | $674.5K | 0.19% | +20.0% | Added |
| Robotti Robert | 7,215 | $672.8K | 0.10% | 00.0% | Unchanged |
| Mechanics Financial Corp | 7,201 | $671.5K | 0.38% | 00.0% | Unchanged |
| Corton Capital Inc. | 7,198 | $671.2K | 0.21% | +569+8.6% | Added |
| Hyman Charles D | 7,188 | $670.0K | 0.04% | 00.0% | Unchanged |
| Breakwater Capital Group | 7,812 | $669.7K | 0.19% | −143−1.8% | Reduced |
| KLCM Advisors, Inc. | 7,164 | $668.0K | 0.10% | −246−3.3% | Reduced |
| Prio Wealth Limited Partnership | 7,108 | $662.8K | 0.02% | −103−1.4% | Reduced |
| TriaGen Wealth Management LLC | 7,105 | $662.5K | 0.32% | +200+2.9% | Added |
| NBT Bank N A | 7,093 | $661.4K | 0.05% | +51+0.7% | Added |
| Quilter Plc | 7,055 | $659.6K | 0.02% | −1,000−12.4% | Reduced |
| FDx Advisors, Inc. | 7,064 | $659.0K | 0.05% | −740−9.5% | Reduced |
| Mission Wealth Management, LP | 7,021 | $654.7K | 0.02% | −132−1.8% | Reduced |
| IFP Advisors, Inc | 7,019 | $654.4K | 0.03% | −3,923−35.9% | Reduced |
| LexAurum Advisors, LLC | 7,006 | $653.3K | 0.17% | −122−1.7% | Reduced |
| Visionary Wealth Advisors | 6,957 | $648.7K | 0.05% | +541+8.4% | Added |
| Empower Advisory Group, LLC | 6,942 | $647.3K | 0.00% | −232−3.2% | Reduced |
| Texas Capital Bancshares Inc | 6,938 | $647.0K | 0.34% | 00.0% | Unchanged |
| IFG Advisors, LLC | 6,932 | $646.4K | 0.19% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 6,922 | $645.5K | 0.62% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 6,916 | $644.9K | 0.05% | −492−6.6% | Reduced |
| Personal Cfo Solutions, LLC | 6,904 | $643.9K | 0.11% | −413−5.6% | Reduced |
| Waldron Private Wealth LLC | 6,878 | $641.4K | 0.03% | +571+9.1% | Added |
| Empire Financial Management Company, LLC | 6,844 | $638.2K | 0.25% | +193+2.9% | Added |
| AFS Financial Group, LLC | 6,817 | $635.7K | 0.60% | −10,505−60.6% | Reduced |
| Advisor Resource Council | 6,813 | $635.3K | 0.07% | +6,813 | New |
| Affinity Investment Advisors, LLC | 6,781 | $632.3K | 0.43% | −901−11.7% | Reduced |
| Miracle Mile Advisors, LLC | 6,778 | $632.0K | 0.02% | +2,942+76.7% | Added |
| CFM Wealth Partners LLC | 6,776 | $631.9K | 0.14% | +484+7.7% | Added |
| Nicholas Hoffman & Company, LLC. | 6,738 | $628.3K | 0.04% | +603+9.8% | Added |
| West Oak Capital, LLC | 6,997 | $628.0K | 0.29% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 6,725 | $627.0K | 0.19% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 6,714 | $626.1K | 0.29% | −202−2.9% | Reduced |
| Claro Advisors LLC | 6,714 | $626.1K | 0.14% | −771−10.3% | Reduced |
| Beta Wealth Group, Inc. | 6,710 | $625.7K | 0.33% | +806+13.7% | Added |
| First Foundation Advisors | 6,702 | $624.9K | 0.03% | −3,393−33.6% | Reduced |
| Neville Rodie & Shaw Inc | 6,676 | $622.0K | 0.05% | −1,250−15.8% | Reduced |
| Private Trust Co NA | 6,640 | $619.2K | 0.07% | −1,258−15.9% | Reduced |
| Harbor Advisors LLC | 6,608 | $616.2K | 0.12% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,600 | $615.5K | 0.04% | +163+2.5% | Added |
| Clifford Group, LLC | 6,591 | $614.6K | 0.57% | +311+5.0% | Added |
| Anchor Investment Management, LLC | 6,553 | $611.1K | 0.07% | +463+7.6% | Added |
| Kovack Advisors, Inc. | 6,541 | $609.9K | 0.07% | +1,091+20.0% | Added |
| Titleist Asset Management, LLC | 6,540 | $609.9K | 0.11% | −731−10.1% | Reduced |
| Rothschild Investment LLC | 6,533 | $609.2K | 0.05% | +6,533 | New |
| HM Payson & Co | 6,522 | $608.2K | 0.01% | −400−5.8% | Reduced |
| Colony Group, LLC | 6,525 | $608.0K | 0.01% | +6,525 | New |
| Douglass Winthrop Advisors, LLC | 6,519 | $607.9K | 0.01% | +353+5.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,494 | $606.0K | 0.01% | +866+15.4% | Added |
| Arbor Investment Advisors, LLC | 6,489 | $605.1K | 0.09% | −81−1.2% | Reduced |
| Lee Danner & Bass Inc | 6,463 | $603.0K | 0.05% | −25−0.4% | Reduced |
| Somerville Kurt F | 6,430 | $599.6K | 0.11% | −10−0.2% | Reduced |
| Sippican Capital Advisors | 6,429 | $599.5K | 0.47% | +378+6.2% | Added |
| Burke & Herbert Bank & Trust Co | 6,409 | $597.6K | 0.43% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 6,380 | $595.0K | 0.52% | +7+0.1% | Added |
| Grove Bank & Trust | 6,342 | $591.4K | 0.11% | +4,019+173.0% | Added |
| Woodmont Investment Counsel LLC | 6,323 | $589.6K | 0.06% | +6,323 | New |
| Patriot Financial Group Insurance Agency, LLC | 6,319 | $589.2K | 0.11% | +290+4.8% | Added |
| Cubic Asset Management, LLC | 6,296 | $587.1K | 0.15% | +6,296 | New |
| Worm Capital, LLC | 6,285 | $586.1K | 0.58% | −6,700−51.6% | Reduced |
| Kingsview Wealth Management, LLC | 6,262 | $583.9K | 0.02% | −523−7.7% | Reduced |
| Carlson Capital Management | 6,259 | $583.6K | 0.03% | −200−3.1% | Reduced |
| Welch & Forbes LLC | 6,257 | $583.5K | 0.01% | −859−12.1% | Reduced |
| First Dallas Securities Inc. | 6,250 | $583.0K | 0.30% | −6,863−52.3% | Reduced |
| Chicago Wealth Management, Inc. | 6,243 | $582.2K | 0.40% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7,129 | $582.0K | 0.01% | +1,505+26.8% | Added |
| Icon Wealth Advisors, LLC | 6,217 | $579.7K | 0.06% | +6,217 | New |
| Essex Financial Services, Inc. | 6,186 | $576.9K | 0.06% | +399+6.9% | Added |
| Voya Financial Advisors, Inc. | 6,160 | $576.8K | 0.07% | −1,332−17.8% | Reduced |
| US Asset Management LLC | 6,176 | $576.0K | 0.57% | +6,176 | New |
| Pacitti Group Inc. | 6,169 | $575.3K | 0.36% | +143+2.4% | Added |
| Lake Street Financial LLC | 6,146 | $573.1K | 0.09% | −540−8.1% | Reduced |
| Berger Financial Group, Inc | 6,132 | $571.8K | 0.06% | +481+8.5% | Added |
| Prestige Wealth Management Group LLC | 6,130 | $571.6K | 0.13% | +412+7.2% | Added |
| CX Institutional | 6,120 | $570.7K | 0.03% | −1,965−24.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 6,118 | $570.5K | 0.02% | +6,118 | New |
| Central Bank & Trust Co | 6,115 | $570.2K | 0.09% | −4,328−41.4% | Reduced |
| Bridgefront Capital, LLC | 6,088 | $567.7K | 0.43% | +6,088 | New |
| Benjamin Edwards Inc | 6,024 | $562.0K | 0.12% | +204+3.5% | Added |
| Chapin Davis, Inc. | 6,018 | $561.1K | 0.24% | +32+0.5% | Added |
| Advisors Capital Management, LLC | 6,005 | $560.0K | 0.01% | +36+0.6% | Added |
| Eagle Rock Investment Company, LLC | 6,000 | $559.5K | 0.11% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 5,995 | $559.0K | 0.23% | +20.0% | Added |
| McDonald Partners LLC | 5,984 | $558.0K | 0.17% | −1,892−24.0% | Reduced |
| Pictet & Cie (Europe) SA | 5,980 | $557.6K | 0.02% | −236−3.8% | Reduced |
| Wharton Business Group, LLC | 5,939 | $554.0K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 5,905 | $550.6K | 0.21% | −15−0.3% | Reduced |
| Laidlaw Wealth Management LLC | 5,902 | $550.3K | 0.20% | −258−4.2% | Reduced |
| Lebenthal Global Advisors, LLC | 5,879 | $548.2K | 0.13% | −519−8.1% | Reduced |
| Penserra Capital Management LLC | 5,879 | $547.0K | 0.01% | −1,296−18.1% | Reduced |
| STAR Financial Bank | 5,865 | $546.9K | 0.50% | +1,350+29.9% | Added |
| Cantor Fitzgerald, L. P. | 5,857 | $546.2K | 0.12% | +1,197+25.7% | Added |
| Buckingham Strategic Wealth, LLC | 5,839 | $544.5K | 0.01% | +769+15.2% | Added |
| Catalyst Financial Partners LLC | 5,825 | $543.2K | 0.15% | +160+2.8% | Added |
| Legacy Financial Advisors, Inc. | 5,822 | $542.9K | 0.10% | +261+4.7% | Added |
| Westover Capital Advisors, LLC | 5,803 | $541.1K | 0.18% | +103+1.8% | Added |
| Barlow Wealth Partners, Inc. | 5,782 | $539.2K | 0.08% | +5,782 | New |
| Heritage Wealth Advisors | 5,766 | $537.7K | 0.03% | +7+0.1% | Added |
| Capital Square, LLC | 5,759 | $537.0K | 0.61% | +5,759 | New |