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 |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 3,361 | $313.4K | 0.01% | +600+21.7% | Added |
| Onefund, LLC | 3,341 | $311.5K | 0.40% | +3,341 | New |
| Journey Advisory Group, LLC | 3,338 | $311.2K | 0.04% | +10.0% | Added |
| Crawford Investment Counsel Inc | 3,337 | $311.2K | 0.01% | +70+2.1% | Added |
| Raab & Moskowitz Asset Management LLC | 3,323 | $309.9K | 0.10% | −50−1.5% | Reduced |
| First Affirmative Financial Network | 3,321 | $309.7K | 0.25% | −39−1.2% | Reduced |
| Fiducient Advisors LLC | 3,321 | $309.7K | 0.06% | −15−0.4% | Reduced |
| Goldstone Financial Group, LLC | 3,300 | $307.7K | 0.08% | +198+6.4% | Added |
| JGP Wealth Management, LLC | 3,290 | $306.8K | 0.05% | +17+0.5% | Added |
| Redwood Investment Management, LLC | 3,279 | $306.0K | 0.03% | +3,279 | New |
| Delta Financial Group, Inc. | 3,249 | $303.0K | 0.10% | −100−3.0% | Reduced |
| Guerra Pan Advisors, LLC | 3,239 | $302.0K | 0.29% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 3,227 | $300.9K | 0.11% | −352−9.8% | Reduced |
| Private Capital Management LLC | 3,179 | $296.4K | 0.07% | +148+4.9% | Added |
| Morningstar Investment Services LLC | 3,161 | $296.0K | 0.00% | +3,161 | New |
| Richwood Investment Advisors, LLC | 3,163 | $294.9K | 0.28% | −130−3.9% | Reduced |
| Oracle Alpha Inc. | 3,148 | $293.6K | 0.38% | +3,148 | New |
| Pinebridge Investments, L.P. | 3,134 | $292.2K | 0.00% | +124+4.1% | Added |
| Waddell & Associates, LLC | 3,021 | $291.8K | 0.04% | −1,250−29.3% | Reduced |
| Rakuten Investment Management, Inc. | 3,110 | $291.2K | 0.00% | +3,110 | New |
| SOL Capital Management CO | 3,120 | $291.0K | 0.04% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 3,111 | $290.1K | 0.16% | −5,626−64.4% | Reduced |
| Trilogy Capital Inc. | 3,107 | $289.7K | 0.02% | +100+3.3% | Added |
| First Interstate Bank | 3,100 | $289.1K | 0.02% | −2,050−39.8% | Reduced |
| HBW Advisory Services LLC | 3,104 | $289.0K | 0.05% | −1,890−37.8% | Reduced |
| Wimmer Associates 1, LLC | 3,098 | $288.9K | 0.16% | −90−2.8% | Reduced |
| Aprio Wealth Management, LLC | 3,090 | $288.2K | 0.06% | −131−4.1% | Reduced |
| Trueblood Wealth Management, LLC | 3,080 | $287.2K | 0.18% | +3,080 | New |
| Pine Valley Investments Ltd Liability Co | 3,056 | $285.0K | 0.02% | +466+18.0% | Added |
| Sepio Capital, LP | 3,054 | $284.8K | 0.02% | +419+15.9% | Added |
| Janney Capital Management LLC | 3,039 | $283.0K | 0.02% | −284−8.5% | Reduced |
| Zhang Financial LLC | 3,025 | $282.1K | 0.02% | +3,025 | New |
| Five Oceans Advisors | 3,022 | $281.8K | 0.16% | +3+0.1% | Added |
| Navis Wealth Advisors, LLC | 3,021 | $281.7K | 0.37% | +29+1.0% | Added |
| Stiles Financial Services Inc | 3,018 | $281.5K | 0.13% | +30+1.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,014 | $281.1K | 0.07% | −158−5.0% | Reduced |
| O'Rourke & Company, Inc | 3,013 | $281.0K | 0.18% | +19+0.6% | Added |
| Manchester Financial Inc | 3,011 | $280.8K | 0.08% | −12−0.4% | Reduced |
| Evergreen Capital Management LLC | 3,004 | $280.1K | 0.01% | −3,255−52.0% | Reduced |
| Spirit of America Management Corp | 3,000 | $279.8K | 0.06% | 00.0% | Unchanged |
| Emfo, LLC | 3,000 | $279.8K | 0.26% | +1,000+50.0% | Added |
| Proathlete Wealth Management LLC | 2,981 | $277.9K | 0.16% | +2,981 | New |
| National Philanthropic Trust | 2,980 | $277.9K | 0.01% | +2,980 | New |
| Objective Capital Management, LLC | 2,978 | $277.7K | 0.21% | −104−3.4% | Reduced |
| Associated Banc-Corp | 2,972 | $277.1K | 0.01% | +260+9.6% | Added |
| Blue Fin Capital, Inc. | 2,965 | $276.5K | 0.07% | +2,965 | New |
| Park Edge Advisors, LLC | 2,946 | $274.7K | 0.10% | −5,314−64.3% | Reduced |
| Ameritas Advisory Services, LLC | 3,035 | $274.5K | 0.02% | +3,035 | New |
| Manchester Capital Management LLC | 2,933 | $273.5K | 0.04% | −252−7.9% | Reduced |
| Fulcrum Capital LLC | 2,921 | $272.4K | 0.07% | +162+5.9% | Added |
| American State Bank (Iowa) | 2,908 | $271.2K | 0.17% | 00.0% | Unchanged |
| American Trust | 2,901 | $270.5K | 0.02% | +2,901 | New |
| Omnia Family Wealth, LLC | 2,894 | $269.9K | 0.14% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,881 | $268.7K | 0.01% | −25−0.9% | Reduced |
| Tributary Capital Management, LLC | 2,880 | $268.6K | 0.02% | −70−2.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,868 | $267.4K | 0.07% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,861 | $266.7K | 0.03% | +2,861 | New |
| Vantage Consulting Group Inc | 2,844 | $265.2K | 0.18% | −58−2.0% | Reduced |
| Perfromance Wealth Partners, LLC | 2,838 | $264.6K | 0.01% | +40+1.4% | Added |
| Kingfisher Capital LLC | 2,826 | $264.0K | 0.07% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,827 | $263.6K | 0.16% | −124−4.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,817 | $263.0K | 0.13% | +2,817 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,808 | $261.8K | 0.12% | −10.0% | Reduced |
| Wrapmanager Inc | 2,798 | $260.9K | 0.08% | −227−7.5% | Reduced |
| Blueprint Investment Partners LLC | 2,795 | $260.7K | 0.07% | +2,795 | New |
| Eagle Strategies LLC | 2,794 | $260.6K | 0.06% | +31+1.1% | Added |
| Angeles Wealth Management, LLC | 2,789 | $260.1K | 0.03% | +2,789 | New |
| McLean Asset Management Corp | 2,789 | $260.0K | 0.10% | +187+7.2% | Added |
| L.M. Kohn & Company | 2,781 | $259.3K | 0.08% | +2,781 | New |
| Lion Street Advisors, LLC | 2,780 | $259.2K | 0.11% | −3,513−55.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,780 | $259.2K | 0.14% | +130+4.9% | Added |
| Smartleaf Asset Management LLC | 2,800 | $259.1K | 0.07% | +2,800 | New |
| ExodusPoint Capital Management, LP | 2,776 | $259.0K | 0.00% | −134,590−98.0% | Reduced |
| Strait & Sound Wealth Management LLC | 3,044 | $256.9K | 0.16% | −125−3.9% | Reduced |
| ASB Consultores, LLC | 2,748 | $256.3K | 0.09% | −2,158−44.0% | Reduced |
| Jackson Square Capital, LLC | 2,741 | $255.6K | 0.08% | −592−17.8% | Reduced |
| Pathway Financial Advisors LLC | 2,737 | $255.3K | 0.07% | 00.0% | Unchanged |
| True North Advisors, LLC | 2,727 | $254.3K | 0.07% | +18+0.7% | Added |
| Paulson Wealth Management Inc. | 2,727 | $254.3K | 0.08% | +2,727 | New |
| Edgestream Partners, L.P. | 2,723 | $253.9K | 0.02% | −13,887−83.6% | Reduced |
| Broadleaf Partners, LLC | 2,719 | $253.5K | 0.07% | 00.0% | Unchanged |
| Curi Capital | 2,715 | $253.2K | 0.03% | +2,715 | New |
| Summit Global Investments | 2,717 | $253.0K | 0.02% | +25+0.9% | Added |
| Clear Harbor Asset Management, LLC | 2,713 | $253.0K | 0.02% | −3,500−56.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,695 | $251.3K | 0.12% | +2,695 | New |
| Girard Partners Ltd. | 2,688 | $250.7K | 0.03% | −134−4.7% | Reduced |
| One Wealth Advisors, LLC | 2,684 | $250.2K | 0.05% | +162+6.4% | Added |
| Opinicus Capital, Inc. | 2,682 | $250.1K | 0.26% | +2,682 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,682 | $250.1K | 0.00% | +416+18.4% | Added |
| Argent Advisors, Inc. | 2,680 | $249.9K | 0.11% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,662 | $248.2K | 0.02% | +999+60.1% | Added |
| Platte River Wealth Advisors, LLC | 2,655 | $247.6K | 0.08% | −1,340−33.5% | Reduced |
| Ellsworth Advisors, LLC | 2,650 | $247.1K | 0.08% | +2,650 | New |
| Oakworth Capital, Inc. | 2,644 | $246.6K | 0.02% | +51+2.0% | Added |
| First Trust Investment Solutions L.P. | 2,632 | $245.4K | 0.05% | +2,632 | New |
| Fortis Group Advisors, LLC | 2,794 | $245.3K | 0.06% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2,628 | $245.1K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,627 | $245.0K | 0.01% | −71−2.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,627 | $245.0K | 0.09% | −9−0.3% | Reduced |
| Precedent Wealth Partners, LLC | 2,626 | $244.9K | 0.12% | +2,626 | New |