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; 2,745 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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Marathon Capital Management | 2,621 | $244.4K | 0.06% | −686−20.7% | Reduced |
| Kennedy Investment Group | 2,612 | $243.5K | 0.14% | +11+0.4% | Added |
| Willow Creek Wealth Management Inc. | 2,610 | $243.4K | 0.03% | −153−5.5% | Reduced |
| Legacy Edge Advisors, LLC | 2,607 | $243.1K | 0.06% | +2,607 | New |
| Highlander Capital Management, LLC | 2,600 | $242.4K | 0.09% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,599 | $242.4K | 0.03% | +2,433+1,465.7% | Added |
| Key Financial Inc | 2,588 | $241.4K | 0.07% | −166−6.0% | Reduced |
| CVA Family Office, LLC | 2,577 | $240.3K | 0.05% | −2,452−48.8% | Reduced |
| Wallace Advisory Group, LLC | 2,939 | $240.0K | 0.19% | −383−11.5% | Reduced |
| GeoWealth Management, LLC | 2,576 | $240.0K | 0.02% | +1,518+143.5% | Added |
| Integrated Investment Consultants, LLC | 2,568 | $239.5K | 0.08% | −479−15.7% | Reduced |
| NBW Capital LLC | 2,568 | $239.5K | 0.05% | −382−12.9% | Reduced |
| Resonant Capital Advisors, LLC | 2,551 | $237.9K | 0.02% | −242−8.7% | Reduced |
| Invenio Wealth Partners LLC | 2,543 | $237.1K | 0.17% | +2,543 | New |
| Planned Solutions, Inc. | 2,530 | $235.9K | 0.11% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,527 | $235.7K | 0.01% | +2,527 | New |
| Beaumont Financial Advisors, LLC | 2,524 | $235.3K | 0.02% | +2,524 | New |
| Jacobi Capital Management LLC | 2,523 | $235.3K | 0.02% | +2,523 | New |
| Flynn Zito Capital Management, LLC | 2,523 | $235.2K | 0.16% | +10.0% | Added |
| Bragg Financial Advisors, Inc | 2,521 | $235.1K | 0.01% | −300−10.6% | Reduced |
| Doheny Asset Management | 2,523 | $235.0K | 0.23% | 00.0% | Unchanged |
| Welch Group, LLC | 2,519 | $234.9K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2,518 | $234.8K | 0.09% | +280+12.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 2,500 | $234.0K | 0.11% | 00.0% | Unchanged |
| Sachetta, LLC | 2,505 | $233.6K | 0.11% | +2,505 | New |
| Beck Mack & Oliver LLC | 2,500 | $233.1K | 0.01% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 2,499 | $233.0K | 0.06% | +2,499 | New |
| Interchange Capital Partners, LLC | 2,522 | $232.8K | 0.18% | −514−16.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,493 | $232.5K | 0.04% | +5+0.2% | Added |
| iA Global Asset Management Inc. | 2,490 | $232.0K | 0.01% | −59,490−96.0% | Reduced |
| Valley National Advisers Inc | 2,491 | $232.0K | 0.04% | −807−24.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,485 | $231.7K | 0.15% | +2,485 | New |
| N.E.W. Advisory Services LLC | 2,480 | $231.2K | 0.03% | +3+0.1% | Added |
| River Wealth Advisors LLC | 2,466 | $229.9K | 0.04% | +2,466 | New |
| Howard Financial Services, Ltd. | 2,461 | $229.4K | 0.04% | +2,461 | New |
| Blueshift Asset Management, LLC | 2,458 | $229.2K | 0.12% | −5,545−69.3% | Reduced |
| Baker Avenue Asset Management, LP | 2,453 | $228.7K | 0.01% | −24−1.0% | Reduced |
| Johnson Financial Group, Inc. | 2,452 | $228.7K | 0.01% | +1,320+116.6% | Added |
| Mayfair Advisory Group, LLC | 2,430 | $228.2K | 0.19% | +2,430 | New |
| Angeles Investment Advisors, LLC | 2,446 | $228.1K | 0.01% | +2,446 | New |
| Kaizen Financial Strategies | 2,438 | $227.4K | 0.17% | −1,887−43.6% | Reduced |
| Hall Capital Management Co Inc | 2,426 | $226.2K | 0.13% | +2,426 | New |
| Pflug Koory, LLC | 2,424 | $226.0K | 0.12% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,423 | $225.9K | 0.05% | −47−1.9% | Reduced |
| Boston Trust Walden Corp | 2,423 | $225.9K | 0.00% | +2,423 | New |
| Independence Bank of Kentucky | 2,414 | $225.1K | 0.08% | −90−3.6% | Reduced |
| Buckingham Strategic Partners | 2,412 | $224.9K | 0.01% | +2,412 | New |
| Thrive Capital Management, LLC | 2,410 | $224.8K | 0.12% | +2,410 | New |
| Bangor Savings Bank | 2,409 | $224.6K | 0.02% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 2,409 | $224.6K | 0.12% | −161−6.3% | Reduced |
| Financial Security Advisor, Inc. | 2,407 | $224.4K | 0.09% | +2,407 | New |
| Cornerstone Advisory, LLC | 2,396 | $223.4K | 0.03% | +2,396 | New |
| Darden Wealth Group Inc | 2,396 | $223.4K | 0.21% | +2,396 | New |
| Glassman Wealth Services | 2,372 | $221.2K | 0.03% | +10+0.4% | Added |
| IVC Wealth Advisors LLC | 2,372 | $221.2K | 0.14% | +2,372 | New |
| Northwest Bancshares, Inc. | 2,370 | $221.0K | 0.04% | −234−9.0% | Reduced |
| Fiduciary Family Office, LLC | 2,369 | $220.9K | 0.10% | +2,369 | New |
| Coastwise Capital Group, LLC | 2,363 | $220.3K | 0.22% | +2,363 | New |
| Harbour Investments, Inc. | 2,362 | $220.2K | 0.01% | +225+10.5% | Added |
| PFG Advisors | 2,360 | $220.0K | 0.02% | −236−9.1% | Reduced |
| Glen Eagle Advisors, LLC | 2,356 | $219.7K | 0.05% | −354−13.1% | Reduced |
| DGS Capital Management, LLC | 2,355 | $219.7K | 0.08% | −415−15.0% | Reduced |
| Norway Savings Bank | 2,353 | $219.4K | 0.10% | −100−4.1% | Reduced |
| Keel Point, LLC | 2,345 | $218.7K | 0.03% | −516−18.0% | Reduced |
| KKM Financial LLC | 2,345 | $218.7K | 0.14% | +2,345 | New |
| Fort Sheridan Advisors LLC | 2,345 | $218.6K | 0.04% | +2,345 | New |
| Newman Dignan & Sheerar, Inc. | 2,328 | $217.1K | 0.07% | +2,328 | New |
| Baystate Wealth Management LLC | 2,327 | $217.0K | 0.02% | +40+1.7% | Added |
| Sandy Spring Bank | 2,321 | $216.4K | 0.01% | −43−1.8% | Reduced |
| Primoris Wealth Advisors, LLC | 2,305 | $214.9K | 0.20% | +2,305 | New |
| Sivia Capital Partners, LLC | 2,299 | $214.4K | 0.16% | +2,299 | New |
| Pegasus Partners Ltd. | 2,288 | $213.4K | 0.02% | +2,288 | New |
| Phillips Wealth Planners LLC | 2,542 | $213.3K | 0.26% | +2,542 | New |
| Seven Mile Advisory | 2,287 | $213.3K | 0.18% | +2,287 | New |
| Horizon Wealth Management, LLC | 2,287 | $213.2K | 0.06% | +2,287 | New |
| Midland Wealth Advisors LLC | 2,286 | $213.2K | 0.01% | +2,286 | New |
| Birch Hill Investment Advisors LLC | 2,271 | $211.8K | 0.01% | +2,271 | New |
| AA Financial Advisors, LLC | 2,267 | $211.4K | 0.14% | +2,267 | New |
| HFG Advisors, Inc. | 2,266 | $211.3K | 0.20% | +2,266 | New |
| Fielder Capital Group LLC | 2,249 | $209.7K | 0.13% | +2,249 | New |
| Plancorp, LLC | 2,247 | $209.5K | 0.01% | +2,247 | New |
| Bruce G. Allen Investments, LLC | 2,243 | $209.2K | 0.19% | +2,243 | New |
| United Bank | 2,242 | $209.1K | 0.03% | +2,242 | New |
| Brevan Howard Capital Management LP | 2,241 | $209.0K | 0.02% | −4,155−65.0% | Reduced |
| Segment Wealth Management, LLC | 2,241 | $209.0K | 0.02% | +2,241 | New |
| Winthrop Advisory Group LLC | 2,233 | $208.2K | 0.03% | +2,233 | New |
| Formidable Asset Management, LLC | 2,229 | $207.9K | 0.05% | +2,229 | New |
| Firestone Capital Management | 2,229 | $207.9K | 0.06% | +2,229 | New |
| Cozad Asset Management Inc | 2,220 | $207.0K | 0.02% | +2,220 | New |
| Brave Asset Management Inc | 2,209 | $206.0K | 0.06% | +2,209 | New |
| Global Strategic Investment Solutions, LLC | 2,208 | $205.9K | 0.03% | +2,208 | New |
| Groesbeck Investment Management Corp | 2,200 | $205.0K | 0.28% | +2,200 | New |
| Monterey Private Wealth, Inc. | 2,195 | $204.7K | 0.09% | +2,195 | New |
| CWA Asset Management Group, LLC | 2,194 | $204.6K | 0.01% | +2,194 | New |
| Prepared Retirement Institute LLC | 2,190 | $204.2K | 0.15% | +2,190 | New |
| Traverso Chambers Private Wealth Management, LLC | 2,183 | $203.6K | 0.05% | +2,183 | New |
| Hemington Wealth Management | 2,177 | $203.0K | 0.08% | +2,177 | New |
| 3Chopt Investment Partners, LLC | 2,175 | $202.8K | 0.07% | +2,175 | New |
| Wealth Management Associates, Inc. | 2,172 | $202.5K | 0.11% | +2,172 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,170 | $202.3K | 0.00% | +1,361+168.2% | Added |