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 |
|---|---|---|---|---|---|
| Oak Harvest Investment Services | 81,574 | $7.61M | 1.52% | −67,566−45.3% | Reduced |
| White Pine Investment CO | 80,812 | $7.54M | 2.43% | +389+0.5% | Added |
| Intact Investment Management Inc. | 80,800 | $7.53M | 0.30% | 00.0% | Unchanged |
| Telemus Capital, LLC | 80,439 | $7.50M | 0.62% | +16,002+24.8% | Added |
| McGuire Investment Group, LLC | 80,356 | $7.49M | 1.25% | −1,613−2.0% | Reduced |
| Securian Asset Management, Inc | 80,041 | $7.46M | 0.21% | −11,516−12.6% | Reduced |
| Hudson Bay Capital Management LP | 80,000 | $7.46M | 0.07% | +80,000 | New |
| DCM Advisors, LLC | 79,857 | $7.45M | 2.67% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 79,691 | $7.43M | 0.01% | −19,579−19.7% | Reduced |
| Hourglass Capital, LLC | 79,527 | $7.42M | 2.39% | +990+1.3% | Added |
| Lyell Wealth Management, LP | 79,114 | $7.38M | 0.84% | +5,772+7.9% | Added |
| Fiduciary Alliance LLC | 78,287 | $7.30M | 1.44% | −8,622−9.9% | Reduced |
| AE Wealth Management LLC | 83,175 | $7.30M | 0.04% | +2,773+3.4% | Added |
| Burns J W & Co Inc | 77,911 | $7.27M | 1.07% | −1,259−1.6% | Reduced |
| Montag A & Associates Inc | 77,350 | $7.21M | 0.40% | +530+0.7% | Added |
| D.A. Davidson & Co. | 77,251 | $7.20M | 0.07% | +255+0.3% | Added |
| JustInvest LLC | 77,093 | $7.19M | 0.18% | −28,759−27.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 77,064 | $7.19M | 0.46% | +988+1.3% | Added |
| Louisiana State Employees Retirement System | 76,400 | $7.12M | 0.15% | −2,700−3.4% | Reduced |
| Avitas Wealth Management LLC | 76,156 | $7.10M | 1.19% | +2,664+3.6% | Added |
| Westbourne Investment Advisors, Inc. | 75,781 | $7.07M | 2.83% | +486+0.6% | Added |
| Oliver Luxxe Assets LLC | 73,717 | $6.87M | 1.62% | +629+0.9% | Added |
| Capital Group Private Client Services, Inc. | 73,635 | $6.87M | 0.07% | −34,332−31.8% | Reduced |
| Advocate Group LLC | 73,402 | $6.84M | 1.47% | −1,591−2.1% | Reduced |
| Avantax Advisory Services, Inc. | 72,911 | $6.80M | 0.07% | +6,745+10.2% | Added |
| Baugh & Associates, LLC | 72,706 | $6.78M | 3.90% | +1,167+1.6% | Added |
| Cresset Asset Management, LLC | 71,349 | $6.65M | 0.04% | −5,354−7.0% | Reduced |
| Hennessy Advisors Inc | 70,700 | $6.59M | 0.33% | −1,200−1.7% | Reduced |
| Lido Advisors, LLC | 69,381 | $6.47M | 0.06% | +6,407+10.2% | Added |
| Investment Management Corp of Ontario | 68,395 | $6.38M | 0.16% | +29,030+73.7% | Added |
| Baxter Bros Inc | 67,858 | $6.33M | 0.88% | +765+1.1% | Added |
| New Mexico Educational Retirement Board | 67,810 | $6.32M | 0.24% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 67,410 | $6.29M | 0.74% | −1,717−2.5% | Reduced |
| Flputnam Investment Management Co | 66,247 | $6.18M | 0.15% | −47,116−41.6% | Reduced |
| Amica Mutual Insurance Co | 66,212 | $6.17M | 0.67% | 00.0% | Unchanged |
| Westpac Banking Corp | 66,186 | $6.17M | 0.51% | −42,823−39.3% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 65,857 | $6.14M | 0.42% | +65,857 | New |
| Albion Financial Group | 65,655 | $6.12M | 0.50% | −912−1.4% | Reduced |
| German American Bancorp, Inc. | 65,193 | $6.08M | 0.80% | −3,349−4.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 64,679 | $6.05M | 0.83% | −1,251−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 64,701 | $6.03M | 0.08% | +9,310+16.8% | Added |
| Private Wealth Partners, LLC | 64,024 | $5.97M | 0.50% | +4,723+8.0% | Added |
| Iowa State Bank | 62,877 | $5.86M | 1.41% | +192+0.3% | Added |
| Greenwood Capital Associates LLC | 62,696 | $5.85M | 0.76% | +10,402+19.9% | Added |
| Principal Street Partners, LLC | 61,437 | $5.73M | 1.38% | −4,631−7.0% | Reduced |
| Illinois Municipal Retirement Fund | 61,276 | $5.71M | 0.10% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 61,170 | $5.70M | 0.85% | −337−0.5% | Reduced |
| L & S Advisors Inc | 61,056 | $5.69M | 0.69% | +61,056 | New |
| Becker Capital Management Inc | 61,014 | $5.69M | 0.21% | −1,924−3.1% | Reduced |
| Heritage Trust Co | 60,878 | $5.68M | 0.80% | +3,434+6.0% | Added |
| Xcel Wealth Management, LLC | 60,555 | $5.65M | 1.98% | +15,966+35.8% | Added |
| Hodges Capital Management Inc. | 60,146 | $5.61M | 0.30% | +35,147+140.6% | Added |
| Cito Capital Group, LLC | 59,955 | $5.59M | 2.40% | +1,150+2.0% | Added |
| Assenagon Asset Management S.A. | 59,568 | $5.55M | 0.02% | −2,875−4.6% | Reduced |
| SG Americas Securities, LLC | 58,971 | $5.50M | 0.06% | −16,330−21.7% | Reduced |
| Toroso Investments, LLC | 58,704 | $5.47M | 0.13% | +30,005+104.6% | Added |
| TownSquare Capital, LLC | 58,312 | $5.44M | 0.09% | +617+1.1% | Added |
| Logan Capital Management Inc | 57,999 | $5.41M | 0.25% | −14,999−20.5% | Reduced |
| Sequoia Financial Advisors, LLC | 57,947 | $5.40M | 0.07% | +31,954+122.9% | Added |
| Meyer Handelman Co | 57,806 | $5.39M | 0.21% | −3,300−5.4% | Reduced |
| Coldstream Capital Management Inc | 57,740 | $5.38M | 0.15% | +882+1.6% | Added |
| Banque Cantonale Vaudoise | 57,544 | $5.37M | 0.23% | −1,880−3.2% | Reduced |
| Glenview Trust Co | 57,301 | $5.34M | 0.13% | −2,216−3.7% | Reduced |
| Beacon Pointe Advisors, LLC | 56,944 | $5.31M | 0.06% | −3,217−5.3% | Reduced |
| Geller Advisors LLC | 56,283 | $5.25M | 0.51% | +38+0.1% | Added |
| Old Second National Bank of Aurora | 56,150 | $5.24M | 1.44% | −880−1.5% | Reduced |
| Gladstone Institutional Advisory LLC | 56,105 | $5.23M | 0.29% | +27,879+98.8% | Added |
| Capital International Sarl | 55,885 | $5.21M | 0.20% | +5,742+11.5% | Added |
| Foundations Investment Advisors, LLC | 59,383 | $5.16M | 0.14% | +953+1.6% | Added |
| First Hawaiian Bank | 54,942 | $5.12M | 0.16% | +964+1.8% | Added |
| Varma Mutual Pension Insurance Co | 54,200 | $5.05M | 0.06% | +9,815+22.1% | Added |
| Synovus Financial Corp | 54,037 | $5.04M | 0.07% | −39,800−42.4% | Reduced |
| Putnam Investments LLC | 53,887 | $5.02M | 0.01% | −155,189−74.2% | Reduced |
| Sandy Cove Advisors, LLC | 53,579 | $5.00M | 2.56% | −3,172−5.6% | Reduced |
| Parallel Advisors, LLC | 53,469 | $4.99M | 0.15% | −2,588−4.6% | Reduced |
| Lighthouse Investment Partners, LLC | 53,334 | $4.97M | 0.36% | +53,334 | New |
| Bokf, NA | 53,178 | $4.96M | 0.10% | −25,715−32.6% | Reduced |
| Elk River Wealth Management, LLC | 52,968 | $4.94M | 0.95% | −113−0.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 52,698 | $4.91M | 1.65% | −159−0.3% | Reduced |
| Aureus Asset Management, LLC | 52,615 | $4.91M | 0.36% | +4,629+9.6% | Added |
| Donaldson Capital Management, LLC | 52,582 | $4.90M | 0.22% | +426+0.8% | Added |
| Bernzott Capital Advisors | 52,404 | $4.89M | 1.91% | −575−1.1% | Reduced |
| Metis Global Partners, LLC | 52,329 | $4.88M | 0.19% | −5,924−10.2% | Reduced |
| Atria Wealth Solutions, Inc. | 51,786 | $4.83M | 0.06% | +211+0.4% | Added |
| Consolidated Investment Group LLC | 51,600 | $4.81M | 0.85% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 51,510 | $4.80M | 0.79% | −550−1.1% | Reduced |
| Trifecta Capital Advisors, LLC | 51,472 | $4.80M | 1.33% | +855+1.7% | Added |
| Metropolitan Life Insurance Co | 51,442 | $4.80M | 0.23% | −1,345−2.5% | Reduced |
| Capital International Ltd | 50,667 | $4.72M | 0.24% | +1,927+4.0% | Added |
| Lincoln National Corp | 50,806 | $4.70M | 0.08% | +2,941+6.1% | Added |
| Huntington National Bank | 50,239 | $4.68M | 0.04% | +5,591+12.5% | Added |
| E. Ohman J:or Asset Management AB | 48,926 | $4.56M | 0.17% | −8,600−14.9% | Reduced |
| Los Angeles Capital Management LLC | 48,785 | $4.55M | 0.02% | +42,033+622.5% | Added |
| First Manhattan Co | 48,475 | $4.52M | 0.02% | +485+1.0% | Added |
| Verition Fund Management LLC | 47,947 | $4.47M | 0.05% | −18,406−27.7% | Reduced |
| Level Four Advisory Services, LLC | 47,666 | $4.44M | 0.25% | +1,223+2.6% | Added |
| Ballentine Partners, LLC | 47,602 | $4.44M | 0.09% | −22,944−32.5% | Reduced |
| Empirical Finance, LLC | 46,840 | $4.37M | 0.30% | −190.0% | Reduced |
| D L Carlson Investment Group Inc | 50,954 | $4.37M | 0.89% | −11,518−18.4% | Reduced |
| Jupiter Wealth Management LLC | 46,408 | $4.33M | 2.55% | +5,331+13.0% | Added |