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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 4,285 | $399.6K | 0.03% | −51−1.2% | Reduced |
| Colonial River Wealth Management, LLC | 4,278 | $398.9K | 0.24% | −709−14.2% | Reduced |
| Aspiriant, LLC | 4,275 | $398.7K | 0.02% | +151+3.7% | Added |
| Freestone Capital Holdings, LLC | 4,275 | $398.6K | 0.02% | +180+4.4% | Added |
| Aaron Wealth Advisors | 4,272 | $398.4K | 0.07% | −1,258−22.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,272 | $398.4K | 0.02% | +4,272 | New |
| Rogco, LP | 4,264 | $397.6K | 0.17% | +2,802+191.7% | Added |
| DT Investment Partners, LLC | 4,536 | $397.4K | 0.04% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 4,257 | $397.0K | 0.22% | +45+1.1% | Added |
| Smithfield Trust Co | 4,254 | $395.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 4,225 | $394.0K | 0.08% | +518+14.0% | Added |
| Salzhauer Michael | 4,225 | $394.0K | 0.35% | −1,842−30.4% | Reduced |
| Evernest Financial Advisors, LLC | 4,204 | $392.0K | 0.20% | +4,204 | New |
| Morse Asset Management, Inc | 4,199 | $392.0K | 0.12% | −8,674−67.4% | Reduced |
| Samalin Investment Counsel, LLC | 4,181 | $389.9K | 0.20% | +91+2.2% | Added |
| Autumn Glory Partners, LLC | 4,535 | $389.9K | 0.22% | +530+13.2% | Added |
| Silver Coast Investments LLC | 4,173 | $389.1K | 0.18% | +4,173 | New |
| Allstate Corp | 4,170 | $388.9K | 0.03% | −816−16.4% | Reduced |
| Avantax Planning Partners, Inc. | 4,163 | $388.2K | 0.01% | +32+0.8% | Added |
| Zions Bancorporation, N.A. | 4,156 | $387.5K | 0.03% | −305−6.8% | Reduced |
| Canopy Partners, LLC | 4,147 | $386.7K | 0.24% | +4,147 | New |
| Alliance Wealth Advisors, LLC | 4,133 | $385.4K | 0.26% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 4,116 | $383.8K | 0.16% | +4,045+5,697.2% | Added |
| Johnson Investment Counsel Inc | 4,108 | $383.1K | 0.00% | +476+13.1% | Added |
| Harbor Investment Advisory, LLC | 4,102 | $382.5K | 0.04% | −5,823−58.7% | Reduced |
| Partners Capital Investment Group, LLP | 4,092 | $381.6K | 0.01% | −2,505−38.0% | Reduced |
| Apexium Financial, LP | 4,082 | $380.6K | 0.03% | +1,246+43.9% | Added |
| Meeder Asset Management Inc | 4,076 | $380.1K | 0.03% | +242+6.3% | Added |
| Shepherd Financial Partners LLC | 4,070 | $379.6K | 0.05% | −277−6.4% | Reduced |
| Hoylecohen, LLC | 4,063 | $378.9K | 0.03% | +474+13.2% | Added |
| Brown Capital Management LLC | 4,054 | $378.0K | 0.01% | −1,708−29.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,051 | $377.8K | 0.07% | +167+4.3% | Added |
| CNB Bank | 4,050 | $377.7K | 0.20% | 00.0% | Unchanged |
| Wealth Alliance | 4,036 | $376.4K | 0.05% | 00.0% | Unchanged |
| Allen Investment Management LLC | 4,034 | $376.2K | 0.01% | −11,970−74.8% | Reduced |
| Exencial Wealth Advisors, LLC | 4,024 | $375.3K | 0.02% | +122+3.1% | Added |
| Register Financial Advisors LLC | 4,018 | $374.7K | 0.25% | +2,804+231.0% | Added |
| Regal Investment Advisors LLC | 4,008 | $373.7K | 0.03% | +128+3.3% | Added |
| Mill Creek Capital Advisors, LLC | 3,985 | $371.6K | 0.01% | −359−8.3% | Reduced |
| AdvisorNet Financial, Inc | 3,972 | $370.4K | 0.03% | +405+11.4% | Added |
| Holderness Investments Co | 3,968 | $370.0K | 0.10% | +3,968 | New |
| Hollencrest Capital Management | 3,956 | $368.9K | 0.03% | +223+6.0% | Added |
| Eastern Bank | 3,952 | $368.5K | 0.02% | −25−0.6% | Reduced |
| Essex Savings Bank | 3,950 | $368.3K | 0.11% | +3,950 | New |
| RMR Wealth Builders | 3,932 | $366.6K | 0.05% | +175+4.7% | Added |
| AlphaCore Capital LLC | 3,929 | $366.4K | 0.05% | −2,893−42.4% | Reduced |
| Jmac Enterprises LLC | 3,900 | $363.7K | 0.08% | +1,200+44.4% | Added |
| Forte Capital LLC | 3,890 | $362.7K | 0.05% | −50−1.3% | Reduced |
| Destination Wealth Management | 3,879 | $361.7K | 0.01% | −211−5.2% | Reduced |
| Shell Asset Management Co | 3,865 | $360.0K | 0.02% | −17,984−82.3% | Reduced |
| BluePath Capital Management, LLC | 3,933 | $359.8K | 0.32% | +1,213+44.6% | Added |
| Farmers National Bank | 3,837 | $357.8K | 0.11% | −76−1.9% | Reduced |
| Rosenbaum Jay D. | 3,810 | $355.3K | 0.92% | +3,810 | New |
| Altus Wealth Group LLC | 3,808 | $355.1K | 0.20% | +29+0.8% | Added |
| Cetera Trust Company, N.A | 3,804 | $354.7K | 0.22% | +3,804 | New |
| Prelude Capital Management, LLC | 3,791 | $353.5K | 0.03% | +966+34.2% | Added |
| Operose Advisors LLC | 3,788 | $353.3K | 0.14% | −682−15.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,779 | $352.4K | 0.21% | +38+1.0% | Added |
| MCF Advisors LLC | 3,777 | $352.2K | 0.03% | 00.0% | Unchanged |
| Overbrook Management Corp | 3,764 | $351.0K | 0.07% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,759 | $350.5K | 0.11% | −95−2.5% | Reduced |
| Amplius Wealth Advisors, LLC | 3,744 | $349.1K | 0.04% | −25−0.7% | Reduced |
| BKD Wealth Advisors, LLC | 3,676 | $342.8K | 0.01% | −3,495−48.7% | Reduced |
| Nwam LLC | 3,673 | $342.5K | 0.03% | +140+4.0% | Added |
| First Financial Bank - Trust Division | 3,664 | $341.7K | 0.03% | +10.0% | Added |
| Eudaimonia Partners, LLC | 3,653 | $340.7K | 0.09% | −285−7.2% | Reduced |
| Hobbs Group Advisors, LLC | 3,650 | $340.4K | 0.15% | +3,650 | New |
| Frisch Financial Group, Inc. | 3,650 | $340.0K | 0.13% | +13+0.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,646 | $340.0K | 0.00% | −36,177−90.8% | Reduced |
| Sage Mountain Advisors LLC | 3,640 | $339.4K | 0.04% | −812−18.2% | Reduced |
| Change Path, LLC | 3,616 | $338.0K | 0.02% | +3,616 | New |
| Park National Corp | 3,618 | $337.4K | 0.01% | −200−5.2% | Reduced |
| Fortem Financial Group, LLC | 3,608 | $336.4K | 0.17% | −770−17.6% | Reduced |
| Wellington Shields Capital Management, LLC | 3,607 | $336.4K | 0.04% | +970+36.8% | Added |
| Alta Advisers Ltd | 3,600 | $335.7K | 0.18% | 00.0% | Unchanged |
| Centric Wealth Management | 3,891 | $334.2K | 0.11% | −97−2.4% | Reduced |
| Quantum Financial Advisors, LLC | 3,570 | $332.9K | 0.08% | −692−16.2% | Reduced |
| BLB&B Advisors, LLC | 3,563 | $332.3K | 0.02% | −30−0.8% | Reduced |
| Cohen & Steers, Inc. | 3,553 | $331.0K | 0.00% | 00.0% | Unchanged |
| Davidson Investment Advisors | 3,548 | $330.9K | 0.02% | −176−4.7% | Reduced |
| Circle Wealth Management, LLC | 3,547 | $330.7K | 0.01% | 00.0% | Unchanged |
| City State Bank | 3,542 | $330.0K | 0.17% | +42+1.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,522 | $328.4K | 0.23% | −218−5.8% | Reduced |
| Apriem Advisors | 3,511 | $327.4K | 0.04% | +75+2.2% | Added |
| American National Bank | 3,471 | $323.7K | 0.05% | −805−18.8% | Reduced |
| Provence Wealth Management Group | 3,453 | $322.0K | 0.17% | +3,159+1,074.5% | Added |
| Adviser Investments LLC | 3,423 | $319.2K | 0.00% | +3,423 | New |
| Alerus Financial NA | 3,419 | $318.8K | 0.03% | −175−4.9% | Reduced |
| Quotient Wealth Partners, LLC | 3,419 | $318.8K | 0.01% | +3,419 | New |
| Skba Capital Management LLC | 3,400 | $317.1K | 0.05% | −750−18.1% | Reduced |
| Accredited Investors Inc. | 3,395 | $316.6K | 0.02% | −90−2.6% | Reduced |
| Bank of Hawaii | 3,386 | $315.7K | 0.02% | +98+3.0% | Added |
| Grandfield & Dodd, LLC | 3,385 | $315.7K | 0.02% | −743−18.0% | Reduced |
| Cedar Brook Financial Partners, LLC | 3,487 | $315.6K | 0.07% | +98+2.9% | Added |
| Moloney Securities Asset Management, LLC | 3,382 | $315.4K | 0.05% | +294+9.5% | Added |
| Bedel Financial Consulting, Inc. | 3,375 | $314.7K | 0.06% | +10.0% | Added |
| Missouri Trust & Investment Co | 3,375 | $314.7K | 0.13% | −600−15.1% | Reduced |
| Duncker Streett & Co Inc | 3,371 | $314.3K | 0.07% | −200−5.6% | Reduced |
| Viawealth, LLC | 3,370 | $314.3K | 0.22% | −1,178−25.9% | Reduced |
| Legacy Advisors, LLC | 3,365 | $313.8K | 0.04% | +3,365 | New |