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
- 1,761
- +123 vs. Q3 2023
- Shares held
- 1.38B
- −267.8K (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
- 715 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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 161,224 | $15.0M | 0.05% | −47,878−22.9% | Reduced |
| Appleton Partners Inc | 157,580 | $14.7M | 1.18% | +5,785+3.8% | Added |
| Cerity Partners LLC | 156,511 | $14.6M | 0.05% | −53,915−25.6% | Reduced |
| Pittenger & Anderson Inc | 156,290 | $14.6M | 0.65% | +266+0.2% | Added |
| State of Alaska, Department of Revenue | 153,862 | $14.3M | 0.17% | −32,505−17.4% | Reduced |
| FineMark National Bank & Trust | 152,882 | $14.3M | 0.58% | +16,585+12.2% | Added |
| Peapack Gladstone Financial Corp | 152,881 | $14.3M | 0.24% | +3,463+2.3% | Added |
| Creative Planning | 152,500 | $14.2M | 0.03% | −17,514−10.3% | Reduced |
| Eisler Capital (UK) Ltd. | 152,124 | $14.2M | 1.29% | −378,664−71.3% | Reduced |
| Balyasny Asset Management LLC | 151,084 | $14.1M | 0.04% | +58,378+63.0% | Added |
| Scotia Capital Inc. | 148,664 | $13.9M | 0.09% | +1,362+0.9% | Added |
| Oppenheimer & Co Inc | 148,443 | $13.8M | 0.25% | +6,379+4.5% | Added |
| Northwestern Mutual Wealth Management Co | 146,871 | $13.7M | 0.02% | −34,547−19.0% | Reduced |
| Bessemer Group Inc | 146,132 | $13.6M | 0.03% | −2,027−1.4% | Reduced |
| Brown Advisory Inc | 145,832 | $13.6M | 0.02% | −856−0.6% | Reduced |
| Argent Trust Co | 145,577 | $13.6M | 0.68% | +6,061+4.3% | Added |
| Nissay Asset Management Corp | 144,504 | $13.5M | 0.11% | +3,838+2.7% | Added |
| British Columbia Investment Management Corp | 143,050 | $13.3M | 0.11% | +29,156+25.6% | Added |
| Worldquant Millennium Advisors LLC | 142,182 | $13.3M | 0.19% | +10,158+7.7% | Added |
| Telos Capital Management, Inc. | 141,153 | $13.2M | 1.60% | +4,447+3.3% | Added |
| Copeland Capital Management, LLC | 141,136 | $13.2M | 0.26% | −3,044−2.1% | Reduced |
| Shelton Capital Management | 139,397 | $13.0M | 0.41% | +56,201+67.6% | Added |
| CBOE Vest Financial, LLC | 137,935 | $12.9M | 0.48% | +33,918+32.6% | Added |
| Calamos Wealth Management LLC | 136,655 | $12.7M | 0.80% | +126,255+1,214.0% | Added |
| Nomura Holdings Inc | 133,860 | $12.5M | 0.11% | +22,824+20.6% | Added |
| NewEdge Wealth, LLC | 132,760 | $12.4M | 0.32% | −25,916−16.3% | Reduced |
| Crestwood Advisors Group LLC | 131,958 | $12.3M | 0.29% | −6,988−5.0% | Reduced |
| Meitav Dash Investments Ltd | 131,073 | $12.2M | 0.18% | −154,471−54.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 130,944 | $12.2M | 0.16% | +120.0% | Added |
| Viking Fund Management LLC | 130,150 | $12.1M | 2.36% | +30,150+30.2% | Added |
| Eagle Capital Management LLC | 128,817 | $12.0M | 0.05% | −63,142−32.9% | Reduced |
| Wade G W & Inc | 127,524 | $11.9M | 0.39% | −9,697−7.1% | Reduced |
| Easterly Investment Partners LLC | 126,976 | $11.8M | 1.27% | +3,185+2.6% | Added |
| Zenyatta Capital Management LP | 125,000 | $11.7M | 4.52% | +60,000+92.3% | Added |
| Daiwa Securities Group Inc. | 118,141 | $11.6M | 0.07% | +6,277+5.6% | Added |
| Fred Alger Management, LLC | 122,783 | $11.4M | 0.06% | +8,809+7.7% | Added |
| Grassi Investment Management | 121,225 | $11.3M | 1.19% | +200+0.2% | Added |
| CWM, LLC | 120,616 | $11.2M | 0.06% | +7,997+7.1% | Added |
| Polar Capital Holdings Plc | 119,189 | $11.1M | 0.08% | −8,188−6.4% | Reduced |
| Achmea Investment Management B.V. | 115,285 | $10.8M | 0.22% | −59,265−34.0% | Reduced |
| GWM Advisors LLC | 117,514 | $10.7M | 0.10% | −322,915−73.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 113,336 | $10.6M | 0.19% | −4,207−3.6% | Reduced |
| Capital International Inc | 113,138 | $10.6M | 0.16% | +19,748+21.1% | Added |
| Socorro Asset Management LP | 112,913 | $10.5M | 4.65% | +11,277+11.1% | Added |
| DuPont Capital Management Corp | 112,672 | $10.5M | 0.92% | −2,930−2.5% | Reduced |
| Kestra Private Wealth Services, LLC | 111,904 | $10.4M | 0.27% | +19,944+21.7% | Added |
| Cullinan Associates Inc | 111,719 | $10.4M | 0.58% | −65,498−37.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 110,825 | $10.3M | 0.04% | +1,291+1.2% | Added |
| Wesbanco Bank Inc | 110,323 | $10.3M | 0.58% | −39,529−26.4% | Reduced |
| Winslow Capital Management, LLC | 110,315 | $10.3M | 0.04% | −30,429−21.6% | Reduced |
| AlTi Global, Inc. | 110,264 | $10.3M | 0.31% | +110,264 | New |
| La Banque Postale Asset Management SA | 110,067 | $10.3M | 0.23% | −49,315−30.9% | Reduced |
| Nixon Peabody Trust Co | 109,863 | $10.2M | 1.15% | +109,863 | New |
| Groupama Asset Managment | 108,839 | $10.1M | 0.26% | +108,839 | New |
| Elo Mutual Pension Insurance Co | 108,498 | $10.1M | 0.27% | +3,662+3.5% | Added |
| Capital Analysts, LLC | 107,515 | $10.0M | 0.50% | +2,408+2.3% | Added |
| BOCHK Asset Management Ltd | 106,400 | $9.92M | 6.10% | +106,400 | New |
| AQR Capital Management LLC | 103,813 | $9.68M | 0.02% | −1,414−1.3% | Reduced |
| Greystone Financial Group, LLC | 103,408 | $9.64M | 2.23% | +23,111+28.8% | Added |
| Point72 Europe (London) LLP | 103,360 | $9.64M | 1.21% | +103,360 | New |
| Cetera Investment Advisers | 104,035 | $9.62M | 0.08% | +8,046+8.4% | Added |
| Gulf International Bank (UK) Ltd | 102,927 | $9.60M | 0.27% | −11,982−10.4% | Reduced |
| Ninety One SA (PTY) Ltd | 102,023 | $9.51M | 1.45% | +102,023 | New |
| New Republic Capital, LLC | 101,873 | $9.50M | 6.76% | +250.0% | Added |
| Kentucky Retirement Systems | 101,118 | $9.43M | 0.29% | +3,639+3.7% | Added |
| Ieq Capital, LLC | 101,017 | $9.42M | 0.16% | +1,927+1.9% | Added |
| Core Alternative Capital | 99,283 | $9.26M | 1.59% | −48,070−32.6% | Reduced |
| Ci Investments Inc. | 99,080 | $9.24M | 0.05% | +9,340+10.4% | Added |
| Oregon Public Employees Retirement Fund | 98,598 | $9.19M | 0.16% | −74−0.1% | Reduced |
| Ziegler Capital Management, LLC | 97,708 | $9.11M | 0.41% | −5,476−5.3% | Reduced |
| General Pension Society PZU Joint Stock Co | 97,369 | $9.08M | 2.90% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 95,800 | $8.93M | 0.39% | −15,000−13.5% | Reduced |
| Qube Research & Technologies Ltd | 95,013 | $8.86M | 0.02% | −1,112,261−92.1% | Reduced |
| Liontrust Investment Partners LLP | 95,000 | $8.86M | 0.13% | −11,000−10.4% | Reduced |
| Stephens Inc | 94,751 | $8.84M | 0.15% | +39,367+71.1% | Added |
| Wealthfront Advisers LLC | 94,604 | $8.82M | 0.03% | −35,287−27.2% | Reduced |
| Brinker Capital Investments, LLC | 93,505 | $8.74M | 0.10% | −5,203−5.3% | Reduced |
| Orion Portfolio Solutions, LLC | 93,505 | $8.74M | 0.10% | −5,203−5.3% | Reduced |
| Maryland State Retirement & Pension System | 93,601 | $8.73M | 0.18% | +996+1.1% | Added |
| Banco Santander, S.A. | 93,527 | $8.72M | 0.10% | −3,467−3.6% | Reduced |
| Cetera Advisor Networks LLC | 96,352 | $8.59M | 0.05% | +8,814+10.1% | Added |
| American Assets Investment Management, LLC | 92,000 | $8.58M | 0.88% | 00.0% | Unchanged |
| Ethic Inc. | 91,629 | $8.54M | 0.25% | −25,973−22.1% | Reduced |
| Howe & Rusling Inc | 91,205 | $8.50M | 0.90% | +17,413+23.6% | Added |
| Steel Peak Wealth Management LLC | 88,973 | $8.30M | 0.49% | +72,541+441.5% | Added |
| Private Advisor Group, LLC | 88,299 | $8.23M | 0.06% | +8,066+10.1% | Added |
| Lowe Brockenbrough & Co Inc | 87,575 | $8.17M | 0.63% | −13,915−13.7% | Reduced |
| Aptus Capital Advisors, LLC | 87,091 | $8.12M | 0.24% | −665−0.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 86,672 | $8.08M | 0.13% | +30,500+54.3% | Added |
| Banque Pictet & Cie SA | 86,453 | $8.06M | 0.09% | +12,870+17.5% | Added |
| Advisors Asset Management, Inc. | 86,372 | $8.05M | 0.16% | −13,769−13.7% | Reduced |
| Atria Investments LLC | 85,948 | $8.01M | 0.12% | +5,313+6.6% | Added |
| Hartford Investment Management Co | 85,227 | $7.95M | 0.30% | −2,101−2.4% | Reduced |
| Prudential PLC | 84,633 | $7.89M | 0.08% | +181+0.2% | Added |
| Kestra Advisory Services, LLC | 83,759 | $7.81M | 0.06% | +1,523+1.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 83,351 | $7.77M | 0.10% | −8,645−9.4% | Reduced |
| Pacer Advisors, Inc. | 83,163 | $7.75M | 0.02% | +2,297+2.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 83,095 | $7.75M | 0.03% | +80,095+2,669.8% | Added |
| Abn Amro Investment Solutions | 82,694 | $7.71M | 0.14% | −9,049−9.9% | Reduced |
| Kinneret Advisory, LLC | 82,164 | $7.66M | 0.85% | −523−0.6% | Reduced |