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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.

Institutional holdersQ4 2023: 1,760 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,672 institutionsQ2 2022: 1,606 institutionsQ3 2022: 1,585 institutionsQ4 2022: 1,681 institutionsQ1 2023: 1,673 institutionsQ2 2023: 1,688 institutionsQ3 2023: 1,670 institutionsQ4 2023: 1,760 institutionsQ1 2024: 1,798 institutionsQ2 2024: 1,828 institutionsQ3 2024: 1,874 institutionsQ4 2024: 2,117 institutionsQ1 2025: 2,103 institutionsQ2 2025: 2,208 institutionsQ3 2025: 2,265 institutionsQ4 2025: 2,532 institutionsQ1 2026: 2,513 institutionsQ2 2026: 2,745 institutions
Value heldQ4 2023: $128.3B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.0BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,513$218.0B
Q4 20252,532$239.4B
Q3 20252,265$211.9B
Q2 20252,208$190.6B
Q1 20252,103$159.1B
Q4 20242,117$170.9B
Q3 20241,874$141.1B
Q2 20241,828$131.2B
Q1 20241,798$127.8B
Q4 20231,760$128.3B
Q3 20231,670$112.7B
Q2 20231,688$118.7B
Q1 20231,673$124.1B
Q4 20221,681$120.2B
Q3 20221,585$112.7B
Q2 20221,606$109.6B
Q1 20221,672$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2023.

Institutions holding MS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vima LLC643$60.0K0.14%+643New
Kozak & Associates, Inc.689$59.2K0.02%−2,379−77.5%Reduced
Wellington Shields & Co., LLC626$58.4K0.02%+251+66.9%Added
LFA - Lugano Financial Advisors SA625$58.3K0.05%00.0%Unchanged
Estabrook Capital Management600$56.0K0.01%00.0%Unchanged
BFSG, LLC600$56.0K0.01%+600New
Livelsberger Financial Advisory597$55.6K0.05%+597New
SRS Capital Advisors, Inc.593$55.2K0.01%−26−4.2%Reduced
Osterweis Capital Management Inc590$55.0K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC595$55.0K0.02%+2+0.3%Added
Richardson Financial Services Inc.585$54.6K0.05%+585New
Carmichael Hill & Associates, Inc.582$54.2K0.02%+5+0.9%Added
Horrell Capital Management, Inc.583$54.0K0.02%00.0%Unchanged
Scarborough Advisors, LLC573$53.4K0.01%+573New
Truvestments Capital LLC557$51.9K0.02%−8−1.4%Reduced
America First Investment Advisors, LLC556$51.8K0.01%00.0%Unchanged
Bell Investment Advisors, Inc548$51.1K0.01%−76−12.2%Reduced
TSFG, LLC542$51.0K0.02%−78−12.6%Reduced
MeadowBrook Investment Advisors LLC544$50.7K0.05%+544New
Baldwin Brothers Inc535$49.9K0.00%00.0%Unchanged
Cedar Wealth Management, LLC527$49.1K0.02%00.0%Unchanged
Ogorek Anthony Joseph523$48.0K0.02%00.0%Unchanged
Sittner & Nelson, LLC510$47.6K0.03%+177+53.2%Added
Salomon & Ludwin, LLC567$46.3K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.492$45.9K0.01%−45−8.4%Reduced
Northwest Capital Management Inc475$44.3K0.01%00.0%Unchanged
Semmax Financial Advisors Inc.519$44.0K0.02%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC469$43.7K0.01%00.0%Unchanged
Abound Wealth Management464$43.3K0.02%+30+6.9%Added
Exchange Traded Concepts, LLC459$42.8K0.00%−1,733−79.1%Reduced
Colonial Trust Co455$42.4K0.01%−396−46.5%Reduced
Provenance Wealth Advisors, LLC443$41.3K0.01%+411+1,284.4%Added
FSA Wealth Management LLC445$41.0K0.02%+445New
Partnership Wealth Management, LLC468$40.8K0.03%+468New
Fortitude Family Office, LLC418$39.0K0.03%+418New
Evermay Wealth Management LLC413$38.5K0.01%+48+13.2%Added
Tortoise Investment Management, LLC406$37.9K0.01%−11−2.6%Reduced
Delos Wealth Advisors, LLC403$37.6K0.06%+400+13,333.3%Added
Mark Sheptoff Financial Planning, LLC400$37.3K0.02%00.0%Unchanged
Union Savings Bank390$36.4K0.02%+150+62.5%Added
Y.D. More Investments Ltd380$35.3K0.01%00.0%Unchanged
Colonial Trust Advisors371$34.6K0.00%+261+237.3%Added
SJS Investment Consulting Inc.369$34.4K0.01%−23−5.9%Reduced
First United Bank Trust368$34.3K0.01%+368New
Essex Investment Management Co LLC363$33.9K0.01%00.0%Unchanged
ORG Partners LLC344$32.1K0.01%−51−12.9%Reduced
Beacon Capital Management, LLC388$31.7K0.01%+4+1.0%Added
TFC Financial Management339$31.6K0.01%−8−2.3%Reduced
DHJJ Financial Advisors, Ltd.338$31.5K0.01%00.0%Unchanged
West Branch Capital LLC318$29.7K0.01%00.0%Unchanged
Eagle Bay Advisors LLC314$29.3K0.02%−42−11.8%Reduced
Harel Insurance Investments & Financial Services Ltd.311$29.0K0.00%00.0%Unchanged
Byrne Asset Management LLC309$28.9K0.02%00.0%Unchanged
Main Street Group, LTD304$28.4K0.01%+304New
Islay Capital Management, LLC300$28.0K0.02%00.0%Unchanged
Maryland Capital Advisors Inc.300$28.0K0.02%00.0%Unchanged
Miller Wealth Advisors, LLC285$26.6K0.02%00.0%Unchanged
CGC Financial Services, LLC265$24.7K0.01%+260+5,200.0%Added
Hillsdale Investment Management Inc.260$24.2K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.259$24.0K0.01%+259New
Solstein Capital, LLC256$23.9K0.02%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC255$23.8K0.01%+255New
Plante Moran Financial Advisors, LLC236$22.0K0.00%+36+18.0%Added
Planning Capital Management Corp227$21.2K0.02%+227New
JJJ Advisors Inc.218$20.3K0.00%−119−35.3%Reduced
Farmers & Merchants Trust Co of Chambersburg PA210$20.0K0.01%−550−72.4%Reduced
Focused Wealth Management, Inc208$19.4K0.00%00.0%Unchanged
Bourgeon Capital Management LLC200$18.6K0.00%00.0%Unchanged
Bare Financial Services, Inc199$18.6K0.04%+199New
Kathleen S. Wright Associates Inc.192$17.9K0.01%+192New
Red Tortoise LLC188$17.5K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc185$17.3K0.01%−143−43.6%Reduced
Broadwater Capital Management LLC183$17.1K0.01%+183New
Iron Horse Wealth Management, LLC182$17.0K0.01%00.0%Unchanged
Aspect Partners, LLC177$16.5K0.01%+177New
Silicon Valley Capital Partners177$16.5K0.00%+2+1.1%Added
Private Wealth Management Group, LLC173$16.1K0.01%+173New
Horizon Bancorp Inc173$16.0K0.01%00.0%Unchanged
Archer Investment Corp166$15.5K0.00%+10+6.4%Added
First PREMIER Bank156$15.0K0.00%00.0%Unchanged
Avion Wealth166$15.0K0.00%−3−1.8%Reduced
JNBA Financial Advisors152$14.2K0.00%−48−24.0%Reduced
Center for Financial Planning, Inc.150$14.0K0.00%−50−25.0%Reduced
RFP Financial Group LLC141$13.1K0.01%+141New
TD Capital Management LLC140$13.1K0.00%00.0%Unchanged
Hantz Financial Services, Inc.144$13.0K0.00%+29+25.2%Added
Tennessee Valley Asset Management Partners139$12.9K0.00%+139New
Kelly Financial Services LLC133$12.4K0.01%00.0%Unchanged
Stephens Consulting, LLC125$11.7K0.00%00.0%Unchanged
Gables Capital Management Inc.120$11.2K0.01%00.0%Unchanged
Old Point Trust & Financial Services N A119$11.1K0.00%+119New
Oliver Lagore Vanvalin Investment Group118$11.0K0.00%−248−67.8%Reduced
General Partner, Inc.117$10.9K0.01%00.0%Unchanged
Transcendent Capital Group LLC117$10.9K0.01%+117New
Nordwand Advisors, LLC113$10.5K0.00%00.0%Unchanged
Dogwood Wealth Management LLC111$10.4K0.01%+111New
Raffa Wealth Management, LLC111$10.4K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC109$10.2K0.01%+109New
PrairieView Partners, LLC107$10.0K0.00%+2+1.9%Added
Davis Capital Management105$9.79K0.01%+105New