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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 46,158 | $4.30M | 0.16% | −1,532−3.2% | Reduced |
| MainStreet Investment Advisors LLC | 45,890 | $4.28M | 0.48% | −117−0.3% | Reduced |
| Simon Quick Advisors, LLC | 45,783 | $4.27M | 0.38% | −694−1.5% | Reduced |
| Canandaigua National Bank & Trust Co | 45,666 | $4.26M | 0.66% | −2,571−5.3% | Reduced |
| Central Trust Co | 45,539 | $4.25M | 0.11% | +1,597+3.6% | Added |
| Norinchukin Bank, The | 45,220 | $4.22M | 0.10% | −6,063−11.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 45,024 | $4.20M | 0.29% | +1,502+3.5% | Added |
| Joel Isaacson & Co., LLC | 44,620 | $4.16M | 0.26% | +198+0.4% | Added |
| Meiji Yasuda Life Insurance Co | 44,329 | $4.13M | 0.09% | +4,616+11.6% | Added |
| Quantinno Capital Management LP | 44,050 | $4.11M | 0.14% | −3,293−7.0% | Reduced |
| APG Asset Management N.V. | 48,492 | $4.09M | 0.01% | −49,902−50.7% | Reduced |
| SkyOak Wealth, LLC | 43,664 | $4.07M | 1.06% | −513−1.2% | Reduced |
| Highland Capital Management, LLC | 43,623 | $4.07M | 0.25% | +420+1.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 43,536 | $4.06M | 0.48% | −5,905−11.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 43,485 | $4.05M | 1.04% | +5,288+13.8% | Added |
| Federation des caisses Desjardins du Quebec | 42,986 | $4.01M | 0.04% | −9,514−18.1% | Reduced |
| Massmutual Trust Co FSB | 42,891 | $4.00M | 0.13% | −1,552−3.5% | Reduced |
| HB Wealth Management, LLC | 42,499 | $3.96M | 0.06% | +2,627+6.6% | Added |
| Linscomb & Williams, Inc. | 42,020 | $3.92M | 0.22% | −1,086−2.5% | Reduced |
| Stock Yards Bank & Trust Co | 41,604 | $3.88M | 0.14% | −1,237−2.9% | Reduced |
| Adell Harriman & Carpenter Inc | 41,532 | $3.87M | 0.36% | −2,675−6.1% | Reduced |
| Lazard Asset Management LLC | 41,395 | $3.86M | 0.00% | +477+1.2% | Added |
| Evexia Wealth LLC | 43,919 | $3.83M | 1.62% | +909+2.1% | Added |
| Roanoke Asset Management Corp | 41,078 | $3.83M | 1.42% | −235−0.6% | Reduced |
| Sit Investment Associates Inc | 40,835 | $3.81M | 0.09% | −41,405−50.3% | Reduced |
| Mayflower Financial Advisors, LLC | 40,719 | $3.80M | 0.52% | −1,839−4.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 40,164 | $3.75M | 0.08% | −39,871−49.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 40,003 | $3.73M | 0.10% | −267−0.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 39,820 | $3.71M | 0.21% | −5,339−11.8% | Reduced |
| RNC Capital Management LLC | 39,779 | $3.71M | 0.22% | −4,521−10.2% | Reduced |
| Vestor Capital, LLC | 39,426 | $3.68M | 0.35% | −4,084−9.4% | Reduced |
| United Services Automobile Association | 39,366 | $3.67M | 0.08% | +3,907+11.0% | Added |
| GLOBALT Investments LLC | 39,318 | $3.67M | 0.15% | +39,318 | New |
| Alberta Investment Management Corp | 39,225 | $3.66M | 0.03% | +10,725+37.6% | Added |
| United Capital Financial Advisers, LLC | 39,039 | $3.64M | 0.03% | +22,859+141.3% | Added |
| Dana Investment Advisors, Inc. | 37,771 | $3.52M | 0.17% | −3,924−9.4% | Reduced |
| Pitcairn Co | 37,731 | $3.52M | 0.26% | +9,528+33.8% | Added |
| GTS Securities LLC | 37,687 | $3.51M | 0.08% | +24,134+178.1% | Added |
| City Holding Co | 37,396 | $3.49M | 0.56% | +1,498+4.2% | Added |
| Stonegate Investment Group, LLC | 37,351 | $3.48M | 0.12% | −31,643−45.9% | Reduced |
| Wealthspire Advisors, LLC | 37,109 | $3.46M | 0.05% | −537−1.4% | Reduced |
| Independent Advisor Alliance | 37,026 | $3.45M | 0.12% | −1,402−3.6% | Reduced |
| Patten & Patten Inc | 36,733 | $3.43M | 0.28% | −782−2.1% | Reduced |
| Morningstar Investment Management LLC | 36,600 | $3.41M | 0.39% | +32,542+801.9% | Added |
| Sculati Wealth Management, LLC | 36,415 | $3.40M | 1.58% | −35−0.1% | Reduced |
| Alley Investment Management Company, LLC | 36,039 | $3.36M | 0.49% | 00.0% | Unchanged |
| Lincluden Management Ltd | 35,964 | $3.35M | 0.41% | −474−1.3% | Reduced |
| HighPoint Advisor Group LLC | 36,794 | $3.35M | 0.24% | +36,794 | New |
| Vinva Investment Management Ltd | 35,560 | $3.33M | 0.23% | +7,839+28.3% | Added |
| Siemens Fonds Invest GmbH | 35,544 | $3.31M | 0.27% | +799+2.3% | Added |
| Cunning Capital Partners, LP | 35,478 | $3.31M | 2.06% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 34,997 | $3.26M | 0.55% | +2,931+9.1% | Added |
| First National Trust Co | 34,756 | $3.24M | 0.14% | +767+2.3% | Added |
| Infrastructure Capital Advisors, LLC | 34,562 | $3.22M | 0.50% | +31,312+963.4% | Added |
| Mizuho Markets Cayman LP | 34,111 | $3.18M | 2.78% | −54,382−61.5% | Reduced |
| Lake Street Advisors Group, LLC | 33,855 | $3.16M | 0.16% | −711−2.1% | Reduced |
| Shorepoint Capital Partners LLC | 33,717 | $3.14M | 0.84% | +3,439+11.4% | Added |
| Occidental Asset Management, LLC | 33,653 | $3.14M | 0.65% | +571+1.7% | Added |
| KMG Fiduciary Partners, LLC | 33,508 | $3.12M | 0.36% | +1,477+4.6% | Added |
| Wetherby Asset Management Inc | 33,330 | $3.11M | 0.16% | −2,691−7.5% | Reduced |
| National Asset Management, Inc. | 33,217 | $3.10M | 0.08% | +4,564+15.9% | Added |
| Bartlett & Co. LLC | 32,909 | $3.08M | 0.05% | +213+0.7% | Added |
| Bartlett & Co. Wealth Management LLC | 32,909 | $3.08M | 0.05% | +213+0.7% | Added |
| Integrated Advisors Network LLC | 32,766 | $3.06M | 0.17% | −35,081−51.7% | Reduced |
| Geneos Wealth Management Inc. | 32,749 | $3.05M | 0.15% | −475−1.4% | Reduced |
| Empowered Funds, LLC | 32,704 | $3.05M | 0.08% | +1,336+4.3% | Added |
| Raymond James Trust N.A. | 32,695 | $3.05M | 0.08% | −5,733−14.9% | Reduced |
| FJ Investments, LLC | 32,693 | $3.05M | 0.14% | +32,693 | New |
| Pinnacle Wealth Management Group, Inc. | 32,518 | $3.03M | 2.49% | −1,400−4.1% | Reduced |
| Community Trust & Investment Co | 32,060 | $2.99M | 0.23% | −264−0.8% | Reduced |
| Ritholtz Wealth Management | 31,998 | $2.98M | 0.12% | −193−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 31,812 | $2.97M | 0.05% | +147+0.5% | Added |
| Everence Capital Management Inc | 31,741 | $2.96M | 0.21% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 31,715 | $2.96M | 0.74% | +926+3.0% | Added |
| Advisory Services Network, LLC | 31,575 | $2.94M | 0.07% | +289+0.9% | Added |
| Equitable Holdings, Inc. | 31,263 | $2.92M | 0.04% | +2,762+9.7% | Added |
| Carret Asset Management, LLC | 31,254 | $2.91M | 0.37% | −180−0.6% | Reduced |
| Palisade Asset Management, LLC | 31,225 | $2.91M | 0.32% | +20+0.1% | Added |
| Dimension Capital Management LLC | 31,006 | $2.89M | 0.60% | +26,270+554.7% | Added |
| Clear Street Markets LLC | 31,000 | $2.89M | 1.16% | +31,000 | New |
| Stratos Wealth Partners, LTD. | 30,482 | $2.84M | 0.05% | +1,052+3.6% | Added |
| Jackson Wealth Management, LLC | 30,420 | $2.84M | 0.37% | −13,481−30.7% | Reduced |
| Compagnie Lombard Odier SCmA | 30,375 | $2.83M | 0.05% | +30,000+8,000.0% | Added |
| Savant Capital, LLC | 30,307 | $2.83M | 0.04% | +2,756+10.0% | Added |
| Mutual Advisors, LLC | 30,296 | $2.83M | 0.10% | +6,196+25.7% | Added |
| Gifford Fong Associates | 30,000 | $2.80M | 0.60% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 29,745 | $2.77M | 0.04% | −49,726−62.6% | Reduced |
| Axxcess Wealth Management, LLC | 29,744 | $2.77M | 0.08% | −10,390−25.9% | Reduced |
| Greenleaf Trust | 29,427 | $2.74M | 0.03% | −8,470−22.4% | Reduced |
| SYSTM Wealth Solutions LLC | 29,390 | $2.74M | 0.38% | +176+0.6% | Added |
| Epoch Investment Partners, Inc. | 29,088 | $2.71M | 0.01% | −420,587−93.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 29,040 | $2.71M | 0.03% | −5,315−15.5% | Reduced |
| Connectus Wealth, LLC | 29,010 | $2.71M | 0.06% | −1,489−4.9% | Reduced |
| KCM Investment Advisors LLC | 28,955 | $2.70M | 0.11% | −1,817−5.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 28,732 | $2.68M | 0.73% | +28,732 | New |
| Winton Group Ltd | 28,710 | $2.68M | 0.19% | +28,710 | New |
| Northern Oak Wealth Management Inc | 28,285 | $2.64M | 0.32% | −25,428−47.3% | Reduced |
| Brasada Capital Management, LP | 28,086 | $2.62M | 0.52% | +5,841+26.3% | Added |
| Van Eck Associates Corp | 28,084 | $2.62M | 0.00% | +913+3.4% | Added |
| Tokio Marine Asset Management Co Ltd | 27,923 | $2.60M | 0.14% | +1,299+4.9% | Added |