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 |
|---|---|---|---|---|---|
| Mechanics Bank Trust Department | 2,152 | $200.7K | 0.03% | +2,152 | New |
| Jones Financial Companies LLLP | 2,151 | $200.6K | 0.00% | −1,219−36.2% | Reduced |
| SignalPoint Asset Management, LLC | 2,147 | $200.0K | 0.06% | +2,147 | New |
| Motco | 2,119 | $197.6K | 0.01% | −140−6.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,107 | $196.5K | 0.05% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,105 | $196.3K | 0.08% | −21−1.0% | Reduced |
| BKM Wealth Management, LLC | 2,077 | $193.7K | 0.08% | +2,077 | New |
| Macroview Investment Management LLC | 2,070 | $193.1K | 0.23% | −112−5.1% | Reduced |
| AXS Investments LLC | 2,068 | $192.8K | 0.05% | −236−10.2% | Reduced |
| Neo Ivy Capital Management | 2,044 | $191.0K | 0.43% | +2,044 | New |
| Deseret Mutual Benefit Administrators | 2,027 | $189.0K | 0.11% | −369−15.4% | Reduced |
| M&R Capital Management Inc | 2,020 | $188.3K | 0.05% | +126+6.7% | Added |
| Castleview Partners, LLC | 2,018 | $188.2K | 0.13% | +406+25.2% | Added |
| GHP Investment Advisors, Inc. | 2,001 | $186.6K | 0.01% | −442−18.1% | Reduced |
| United Community Bank | 1,985 | $185.1K | 0.08% | +127+6.8% | Added |
| Royal Fund Management, LLC | 1,966 | $183.3K | 0.02% | +1,966 | New |
| Plato Investment Management Ltd | 1,928 | $179.8K | 0.22% | +1,928 | New |
| Whittier Trust Co of Nevada Inc | 1,902 | $177.4K | 0.01% | +622+48.6% | Added |
| Capital Advisors, Ltd. LLC | 1,889 | $176.0K | 0.02% | −10−0.5% | Reduced |
| Brown Shipley& Co Ltd | 1,874 | $174.8K | 0.09% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 1,843 | $171.9K | 0.07% | +1,843 | New |
| Atlas Capital Advisors LLC | 1,816 | $169.3K | 0.02% | −600−24.8% | Reduced |
| AJOVista, LLC | 1,794 | $167.3K | 0.21% | +1,794 | New |
| FinTrust Capital Advisors, LLC | 1,776 | $165.6K | 0.03% | +398+28.9% | Added |
| Godsey & Gibb Associates | 1,700 | $158.5K | 0.02% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,660 | $154.8K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,641 | $153.0K | 0.06% | −2,161−56.8% | Reduced |
| Game Plan Financial Advisors, LLC | 1,600 | $149.2K | 0.09% | +1,600 | New |
| Fairfield, Bush & Co. | 1,585 | $147.8K | 0.09% | +1,585 | New |
| Bogart Wealth, LLC | 1,577 | $147.1K | 0.01% | +57+3.8% | Added |
| Thompson Investment Management, Inc. | 1,562 | $145.7K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,551 | $144.7K | 0.01% | +3+0.2% | Added |
| Hazlett, Burt & Watson, Inc. | 1,552 | $144.0K | 0.10% | +4+0.3% | Added |
| Coppell Advisory Solutions LLC | 1,540 | $143.6K | 0.03% | +1,140+285.0% | Added |
| Piscataqua Savings Bank | 1,538 | $143.4K | 0.13% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $140.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,500 | $139.9K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 1,499 | $139.8K | 0.01% | −27−1.8% | Reduced |
| Gleason Group, Inc. | 1,433 | $133.6K | 0.03% | +15+1.1% | Added |
| Roble, Belko & Company, Inc | 1,405 | $131.0K | 0.02% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,382 | $128.9K | 0.02% | +1,382 | New |
| Spartan Planning & Wealth Management | 1,381 | $128.8K | 0.14% | +1,379+68,950.0% | Added |
| Washington Trust Advisors, Inc. | 1,377 | $128.4K | 0.01% | +15+1.1% | Added |
| Knuff & Co LLC | 1,370 | $127.8K | 0.05% | +760+124.6% | Added |
| GPS Wealth Strategies Group, LLC | 1,361 | $127.0K | 0.02% | −13,662−90.9% | Reduced |
| Silvant Capital Management LLC | 1,357 | $126.5K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 1,316 | $122.7K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $121.2K | 0.06% | −1,001−43.5% | Reduced |
| Armstrong Advisory Group, Inc | 1,255 | $117.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,233 | $115.0K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,220 | $113.8K | 0.05% | 00.0% | Unchanged |
| Resources Management Corp | 1,215 | $113.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,204 | $112.3K | 0.01% | +13+1.1% | Added |
| Mizuho Securities Co. Ltd. | 1,200 | $111.9K | 0.40% | +1,200 | New |
| Hanson & Doremus Investment Management | 1,186 | $111.0K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,184 | $110.4K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,165 | $108.6K | 0.03% | +35+3.1% | Added |
| Paladin Advisory Group, LLC | 1,156 | $107.8K | 0.09% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,140 | $106.3K | 0.01% | −6−0.5% | Reduced |
| Centennial Bank | 1,116 | $104.1K | 0.06% | +85+8.2% | Added |
| Tobam | 1,074 | $100.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,067 | $99.5K | 0.07% | +61+6.1% | Added |
| Pathway Financial Advisers, LLC | 1,053 | $98.2K | 0.04% | +9+0.9% | Added |
| Caldwell Sutter Capital, Inc. | 1,044 | $97.4K | 0.05% | +115+12.4% | Added |
| Carolinas Wealth Consulting LLC | 1,044 | $97.3K | 0.02% | +35+3.5% | Added |
| SOA Wealth Advisors, LLC. | 1,011 | $94.3K | 0.02% | +2+0.2% | Added |
| Citizens National Bank Trust Department | 1,000 | $93.3K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,000 | $93.3K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 997 | $93.0K | 0.01% | −146−12.8% | Reduced |
| Rational Advisors LLC | 978 | $91.2K | 0.01% | −1,644−62.7% | Reduced |
| First Financial Corp | 977 | $91.1K | 0.05% | −2,985−75.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 975 | $90.9K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 969 | $90.4K | 0.01% | −14−1.4% | Reduced |
| Global Financial Private Client, LLC | 964 | $89.9K | 0.04% | −86−8.2% | Reduced |
| Founders Capital Management | 953 | $88.9K | 0.06% | +9+1.0% | Added |
| Rakuten Securities, Inc. | 928 | $86.5K | 0.07% | +928 | New |
| Hartford Financial Management Inc. | 917 | $85.5K | 0.02% | +139+17.9% | Added |
| Farmers & Merchants Investments Inc | 910 | $84.9K | 0.00% | −335−26.9% | Reduced |
| Cooksen Wealth, LLC | 903 | $84.2K | 0.10% | +903 | New |
| Cranbrook Wealth Management, LLC | 890 | $83.0K | 0.02% | −66−6.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 870 | $81.1K | 0.04% | +870 | New |
| Cedar Mountain Advisors, LLC | 868 | $80.9K | 0.02% | −119−12.1% | Reduced |
| Creative Financial Designs Inc | 861 | $80.3K | 0.01% | +72+9.1% | Added |
| Atticus Wealth Management, LLC | 855 | $79.7K | 0.03% | −17−1.9% | Reduced |
| Laffer Tengler Investments | 845 | $78.8K | 0.02% | +102+13.7% | Added |
| Creekmur Asset Management LLC | 842 | $78.5K | 0.02% | +842 | New |
| Nalls Sherbakoff Group, LLC | 802 | $74.8K | 0.07% | +89+12.5% | Added |
| Park Circle Co | 800 | $74.6K | 0.07% | −5,600−87.5% | Reduced |
| Rocky Mountain Advisers, LLC | 773 | $72.0K | 0.03% | +8+1.0% | Added |
| VisionPoint Advisory Group, LLC | 766 | $71.4K | 0.03% | +324+73.3% | Added |
| O'Dell Group, LLC | 766 | $71.4K | 0.02% | +766 | New |
| Eukles Asset Management | 753 | $70.2K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 741 | $69.1K | 0.01% | −26−3.4% | Reduced |
| Twin Lakes Capital Management, LLC | 720 | $67.1K | 0.05% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 697 | $65.0K | 0.02% | −2,100−75.1% | Reduced |
| Ulland Investment Advisors, LLC | 675 | $63.0K | 0.06% | −366−35.2% | Reduced |
| Covestor Ltd | 670 | $63.0K | 0.04% | −88−11.6% | Reduced |
| Spectrum Wealth Counsel, LLC | 671 | $62.6K | 0.01% | +671 | New |
| Jamison Private Wealth Management, Inc. | 661 | $61.6K | 0.01% | +311+88.9% | Added |
| CoreFirst Bank & Trust | 661 | $61.6K | 0.04% | 00.0% | Unchanged |