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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
Valued Wealth Advisors LLC119$9.72K0.01%+119New
Laurel Wealth Advisors LLC104$9.70K0.00%00.0%Unchanged
Cornerstone Planning Group LLC100$9.32K0.00%−15−13.0%Reduced
Friedenthal Financial100$9.32K0.01%+100New
Pacific Capital Wealth Advisors, Inc100$9.32K0.00%+100New
Morton Brown Family Wealth, LLC98$9.14K0.00%00.0%Unchanged
PayPay Securities Corp97$9.06K0.44%+16+19.8%Added
Dunhill Financial, LLC94$8.78K0.01%+94New
Frank, Rimerman Advisors LLC91$8.49K0.00%+91New
Birchbrook, Inc.91$8.48K0.01%+91New
Legend Financial Advisors, Inc.87$8.11K0.01%00.0%Unchanged
Ancora Advisors, LLC86$8.02K0.00%00.0%Unchanged
Atwood & Palmer Inc85$7.93K0.00%−205−70.7%Reduced
Chesapeake Asset Management LLC83$7.74K0.01%−207−71.4%Reduced
Mowery & Schoenfeld Wealth Management, LLC80$7.46K0.02%+80New
Coston, McIsaac & Partners77$7.00K0.00%+77New
ICA Group Wealth Management, LLC75$6.99K0.00%+75New
First Community Trust NA73$6.81K0.01%−10−12.0%Reduced
Creative Capital Management Investments LLC72$6.71K0.00%00.0%Unchanged
Arcadia Investment Management Corp70$6.53K0.00%00.0%Unchanged
Westside Investment Management, Inc.70$6.53K0.00%00.0%Unchanged
Stone House Investment Management, LLC70$6.53K0.00%00.0%Unchanged
McIlrath & Eck, LLC70$6.53K0.00%00.0%Unchanged
Live Oak Investment Partners–$6.53K0.01%––
Aspire Private Capital, LLC67$6.33K0.00%00.0%Unchanged
Disciplined Equity Management, Inc.66$6.16K0.00%+66New
DiNuzzo Private Wealth, Inc.66$6.16K0.00%+66New
Raleigh Capital Management Inc.65$6.09K0.00%+60+1,200.0%Added
Front Row Advisors LLC60$5.59K0.00%−392−86.7%Reduced
AllSquare Wealth Management LLC60$5.59K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.63$5.36K0.00%−7−10.0%Reduced
Your Advocates Ltd., LLP56$5.22K0.00%00.0%Unchanged
Versant Capital Management, Inc51$4.76K0.00%+9+21.4%Added
HWG Holdings LP50$4.66K0.00%−6,250−99.2%Reduced
Blume Capital Management, Inc.47$4.38K0.00%00.0%Unchanged
First Command Advisory Services, Inc.44$4.10K0.00%+44New
Long Island Wealth Management, Inc.38$4.00K0.00%+38New
Arlington Trust Co LLC41$3.82K0.00%−983−96.0%Reduced
Cassady Schiller Wealth Management, LLC38$3.54K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.30$2.80K0.00%+30New
New Millennium Group LLC29$2.70K0.00%00.0%Unchanged
Northwest Financial Advisors27$2.50K0.00%+27New
Acima Private Wealth, LLC26$2.42K0.00%00.0%Unchanged
Able Wealth Management LLC23$2.16K0.00%+23New
POM Investment Strategies, LLC21$1.96K0.00%+21New
Impact Partnership Wealth, LLC20$1.86K0.00%−14−41.2%Reduced
Cherry Tree Wealth Management, LLC19$1.77K0.00%−21−52.5%Reduced
Beaird Harris Wealth Management, LLC17$1.59K0.00%+17New
Arlington Partners LLC17$1.58K0.00%−1,007−98.3%Reduced
Horizons Wealth Management17$1.58K0.00%00.0%Unchanged
Sofos Investments, Inc.13$1.21K0.00%−235−94.8%Reduced
Ables, Iannone, Moore & Associates, Inc.13$1.21K0.00%+13New
Tfo-TDC, LLC12$1.12K0.00%−2−14.3%Reduced
Strategic Investment Solutions, Inc.10$9320.00%+10New
State of Wyoming6$5600.00%+1+20.0%Added
Financial Perspectives, Inc5$4660.00%+5New
Highline Wealth Partners LLC4$3840.00%−202−98.1%Reduced
Caitlin John, LLC4$3790.00%+4New
Tradewinds Capital Management, LLC1$940.00%−55−98.2%Reduced
VitalStone Financial, LLC1$00.00%00.0%Unchanged
Eminence Capital, LP0$00.00%−986,099−100.0%Sold out
Canoe Financial LP0$00.00%−443,651−100.0%Sold out
Select Equity Group, L.P.0$00.00%−565,262−100.0%Sold out
Kettle Hill Capital Management, LLC0$00.00%−333,678−100.0%Sold out
Mizuho Markets Americas LLC0$00.00%−269,470−100.0%Sold out
Zurich Insurance Group Ltd0$00.00%−175,371−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−169,540−100.0%Sold out
Wealth High Governance Capital Ltda0$00.00%−150,000−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−106,000−100.0%Sold out
Castleark Management LLC0$00.00%−105,960−100.0%Sold out
Power Corp of Canada0$00.00%−104,077−100.0%Sold out
Capula Management Ltd0$00.00%−86,087−100.0%Sold out
Eisler Capital (US) LLC0$00.00%−71,305−100.0%Sold out
Coronation Fund Managers Ltd.0$00.00%−63,690−100.0%Sold out
Providence Capital Advisors, LLC0$00.00%−57,326−100.0%Sold out
Caas Capital Management LP0$00.00%−54,554−100.0%Sold out
GQG Partners LLC0$00.00%−53,311−100.0%Sold out
Meritage Portfolio Management0$00.00%−49,411−100.0%Sold out
Walleye Trading LLC0$00.00%−47,574−100.0%Sold out
Cornerstone Wealth Group, LLC0$00.00%−47,511−100.0%Sold out
Laurion Capital Management LP0$00.00%−46,606−100.0%Sold out
Cypress Financial Planning LLC0$00.00%−40,898−100.0%Sold out
Carlson Capital L P0$00.00%−37,400−100.0%Sold out
Centiva Capital, LP0$00.00%−35,998−100.0%Sold out
Advent Capital Management0$00.00%−35,000−100.0%Sold out
Readystate Asset Management LP0$00.00%−33,981−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−30,423−100.0%Sold out
One River Asset Management, LLC0$00.00%−28,810−100.0%Sold out
Paloma Partners Management Co0$00.00%−27,946−100.0%Sold out
Gates Foundation TrustSuperinvestorGates Foundation Trust0$00.00%−27,880−100.0%Sold out
Sciencast Management LP0$00.00%−23,098−100.0%Sold out
Atlas Private Wealth Advisors0$00.00%−21,750−100.0%Sold out
United Asset Strategies, Inc.0$00.00%−21,059−100.0%Sold out
Mitsubishi UFJ Asset Management (UK) Ltd.0$00.00%−20,500−100.0%Sold out
Capital Markets Trading UK LLP0$00.00%−20,366−100.0%Sold out
Westwood Holdings Group Inc.0$00.00%−20,063−100.0%Sold out
Fund Management at Engine No. 1 LLC0$00.00%−18,247−100.0%Sold out
Harbour Capital Advisors, LLC0$00.00%−17,095−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−17,078−100.0%Sold out
Mint Tower Capital Management B.V.0$00.00%−16,528−100.0%Sold out