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
- 1,760
- +123 vs. Q3 2023
- Shares held
- 1.38B
- −267.7K (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
- 714 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 |
|---|---|---|---|---|---|
| Wealth Effects LLC | 5,756 | $536.7K | 0.20% | +51+0.9% | Added |
| Atomi Financial Group, Inc. | 5,753 | $536.5K | 0.07% | +2,753+91.8% | Added |
| Western Wealth Management, LLC | 5,752 | $536.4K | 0.04% | +683+13.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 5,742 | $535.4K | 0.17% | −30−0.5% | Reduced |
| Buffington Mohr McNeal | 5,675 | $529.2K | 0.11% | −200−3.4% | Reduced |
| Americana Partners, LLC | 12,280 | $528.5K | 0.05% | +4,873+65.8% | Added |
| Norden Group LLC | 5,640 | $526.0K | 0.09% | −1,558−21.6% | Reduced |
| Curbstone Financial Management Corp | 5,632 | $525.2K | 0.12% | +100+1.8% | Added |
| Shufro Rose & Co LLC | 6,420 | $524.3K | 0.05% | 00.0% | Unchanged |
| Graypoint LLC | 5,605 | $522.7K | 0.04% | −1,093−16.3% | Reduced |
| Two Sigma Advisers, LP | 5,600 | $522.2K | 0.00% | +5,600 | New |
| Clearstead Advisors, LLC | 5,558 | $518.3K | 0.03% | +367+7.1% | Added |
| GM Advisory Group, Inc. | 5,552 | $517.7K | 0.04% | +5,552 | New |
| LS Investment Advisors, LLC | 5,550 | $517.5K | 0.09% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 5,548 | $517.0K | 0.25% | +306+5.8% | Added |
| Bank of Nova Scotia Trust Co | 5,532 | $515.9K | 0.06% | −109−1.9% | Reduced |
| Boston Financial Mangement LLC | 5,515 | $514.3K | 0.02% | +29+0.5% | Added |
| Connecticut Wealth Management, LLC | 5,514 | $514.1K | 0.03% | −1,823−24.8% | Reduced |
| Denali Advisors LLC | 5,500 | $512.9K | 0.16% | −1,600−22.5% | Reduced |
| Wilkinson Global Asset Management LLC | 5,484 | $511.4K | 0.04% | −65−1.2% | Reduced |
| Financial Advisors, LLC | 5,476 | $510.7K | 0.11% | −4−0.1% | Reduced |
| Pinnacle Bancorp, Inc. | 5,448 | $508.0K | 0.17% | +312+6.1% | Added |
| Bahl & Gaynor Inc | 5,446 | $507.8K | 0.00% | −1,167−17.6% | Reduced |
| BSW Wealth Partners | 5,410 | $504.5K | 0.10% | −198−3.5% | Reduced |
| Ausdal Financial Partners, Inc. | 5,391 | $502.7K | 0.06% | −9−0.2% | Reduced |
| Silvia McColl Wealth Management, LLC | 5,315 | $495.6K | 0.45% | 00.0% | Unchanged |
| Syon Capital LLC | 5,314 | $495.5K | 0.05% | +1,006+23.4% | Added |
| Northern Financial Advisors Inc | 5,308 | $495.0K | 0.42% | −1,697−24.2% | Reduced |
| NBC Securities, Inc. | 5,294 | $493.0K | 0.05% | −400−7.0% | Reduced |
| Arkadios Wealth Advisors | 5,249 | $489.5K | 0.04% | −327−5.9% | Reduced |
| Arete Wealth Advisors, LLC | 5,636 | $488.9K | 0.04% | −46−0.8% | Reduced |
| Integris Wealth Management, LLC | 5,231 | $487.8K | 0.14% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,186 | $483.6K | 0.05% | −420−7.5% | Reduced |
| Peoples Bank | 5,180 | $483.0K | 0.28% | −25−0.5% | Reduced |
| Lavaca Capital LLC | 5,178 | $482.8K | 0.30% | −616−10.6% | Reduced |
| Cambridge Trust Co | 5,137 | $479.0K | 0.02% | −136−2.6% | Reduced |
| PDS Planning, Inc | 5,115 | $477.0K | 0.05% | −153−2.9% | Reduced |
| Adirondack Trust Co | 5,532 | $476.0K | 0.21% | −160−2.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,091 | $474.7K | 0.06% | −415−7.5% | Reduced |
| Childress Capital Advisors, LLC | 5,083 | $474.0K | 0.14% | −3,780−42.6% | Reduced |
| Strategic Financial Services, Inc, | 5,082 | $473.9K | 0.03% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 5,047 | $470.6K | 0.18% | −20−0.4% | Reduced |
| RSM US Wealth Management LLC | 5,040 | $470.0K | 0.01% | +463+10.1% | Added |
| Rehmann Capital Advisory Group | 5,037 | $469.7K | 0.04% | −84−1.6% | Reduced |
| Bell Bank | 5,033 | $469.3K | 0.05% | −630−11.1% | Reduced |
| C2C Wealth Management, LLC | 5,005 | $468.7K | 0.40% | −116−2.3% | Reduced |
| Executive Wealth Group LLC | 5,017 | $467.9K | 0.30% | +54+1.1% | Added |
| Willner & Heller, LLC | 5,009 | $467.1K | 0.52% | +5,009 | New |
| Millennium Capital Advisors, LLC | 4,997 | $466.0K | 0.36% | +325+7.0% | Added |
| Founders Financial Securities LLC | 4,994 | $465.7K | 0.05% | +4,994 | New |
| Mosley Wealth Management | 4,976 | $464.0K | 0.46% | +4,976 | New |
| Oversea-Chinese Banking CORP Ltd | 4,962 | $463.7K | 0.02% | −1,030−17.2% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 4,968 | $463.3K | 0.05% | +4,968 | New |
| Roundview Capital LLC | 4,965 | $463.0K | 0.04% | −955−16.1% | Reduced |
| Davis R M Inc | 4,948 | $461.4K | 0.01% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 4,946 | $461.2K | 0.08% | −5,850−54.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,945 | $461.1K | 0.02% | +4,945 | New |
| Turtle Creek Wealth Advisors, LLC | 4,929 | $459.6K | 0.14% | +4,929 | New |
| Wealthsource Partners, LLC | 4,893 | $456.3K | 0.03% | −1,354−21.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $453.6K | 0.00% | +1,025+26.7% | Added |
| Independent Financial Group, LLC | 4,845 | $451.8K | 0.02% | +1,153+31.2% | Added |
| Addison Advisors LLC | 4,826 | $450.0K | 0.18% | +218+4.7% | Added |
| Arista Wealth Management, LLC | 4,815 | $449.0K | 0.16% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 5,347 | $449.0K | 0.13% | +540+11.2% | Added |
| Main Street Financial Solutions, LLC | 4,815 | $449.0K | 0.06% | −19−0.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,812 | $448.7K | 0.08% | +102+2.2% | Added |
| Riverwater Partners LLC | 4,801 | $447.7K | 0.35% | −629−11.6% | Reduced |
| Suvretta Capital Management, LLC | 4,800 | $447.6K | 0.02% | +4,800 | New |
| SlateStone Wealth, LLC | 4,785 | $446.0K | 0.06% | −307−6.0% | Reduced |
| Hexagon Capital Partners LLC | 4,781 | $445.8K | 0.11% | +20.0% | Added |
| Avestar Capital, LLC | 4,770 | $444.8K | 0.05% | +1,585+49.8% | Added |
| Relative Value Partners Group, LLC | 4,769 | $444.7K | 0.03% | +1,959+69.7% | Added |
| Calton & Associates, Inc. | 4,752 | $443.1K | 0.18% | +4,752 | New |
| Ledyard National Bank | 4,741 | $442.1K | 0.05% | 00.0% | Unchanged |
| Insight 2811, Inc. | 4,702 | $438.5K | 0.24% | −124−2.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,696 | $437.9K | 0.09% | −125−2.6% | Reduced |
| Bank of Stockton | 5,003 | $427.0K | 0.14% | +1,403+39.0% | Added |
| Acadian Asset Management LLC | 4,556 | $424.0K | 0.00% | +895+24.4% | Added |
| Continuum Advisory, LLC | 4,531 | $423.2K | 0.06% | +120+2.7% | Added |
| Strategic Investment Advisors | 4,533 | $422.7K | 0.06% | −1,116−19.8% | Reduced |
| HBK Sorce Advisory LLC | 4,507 | $420.3K | 0.02% | −206−4.4% | Reduced |
| Visionary Horizons, LLC | 4,494 | $419.1K | 0.34% | +4,494 | New |
| RFG Advisory, LLC | 4,487 | $418.5K | 0.02% | −752−14.4% | Reduced |
| Bridgewater Associates, LP | 4,483 | $418.0K | 0.00% | +1,280+40.0% | Added |
| Baron Wealth Management LLC | 4,482 | $418.0K | 0.23% | +20+0.4% | Added |
| Marcum Wealth, LLC | 4,474 | $417.2K | 0.04% | −260−5.5% | Reduced |
| Tiemann Investment Advisors, LLC | 4,461 | $416.0K | 0.20% | −500−10.1% | Reduced |
| Strategy Asset Managers LLC | 4,447 | $414.7K | 0.10% | −1,402−24.0% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 4,445 | $414.6K | 0.19% | +4,445 | New |
| Mount Yale Investment Advisors, LLC | 4,427 | $412.8K | 0.04% | −4,982−52.9% | Reduced |
| Landscape Capital Management, L.L.C. | 4,391 | $409.5K | 0.04% | +4,391 | New |
| Cornerstone Wealth Management, LLC | 4,384 | $408.8K | 0.04% | −711−14.0% | Reduced |
| Allred Capital Management, LLC | 4,383 | $408.7K | 0.18% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 4,375 | $408.0K | 0.08% | −348−7.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,370 | $407.5K | 0.04% | +716+19.6% | Added |
| Fort Washington Investment Advisors Inc | 4,368 | $407.3K | 0.00% | −600−12.1% | Reduced |
| First County Bank | 4,360 | $406.6K | 0.20% | −34−0.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,358 | $406.0K | 0.16% | −153−3.4% | Reduced |
| X-Square Capital, LLC | 4,314 | $402.0K | 0.22% | −707−14.1% | Reduced |
| South Dakota Investment Council | 4,300 | $401.0K | 0.01% | +4,300 | New |