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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 27,908 | $2.60M | 0.17% | −22,527−44.7% | Reduced |
| Skopos Labs, Inc. | 27,906 | $2.60M | 1.24% | +27,906 | New |
| Veriti Management LLC | 27,779 | $2.59M | 0.23% | +3,451+14.2% | Added |
| Union Heritage Capital, LLC | 27,747 | $2.59M | 1.34% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 27,690 | $2.58M | 0.48% | +200+0.7% | Added |
| First National Bank of Omaha | 27,608 | $2.57M | 0.16% | −5,130−15.7% | Reduced |
| First Citizens Bank & Trust Co | 27,606 | $2.57M | 0.05% | −5,433−16.4% | Reduced |
| Ashburton (Jersey) Ltd | 31,452 | $2.57M | 1.28% | +1,972+6.7% | Added |
| Lipe & Dalton | 27,215 | $2.54M | 1.38% | −23−0.1% | Reduced |
| Salem Investment Counselors Inc | 27,216 | $2.54M | 0.09% | +1,259+4.9% | Added |
| Community Bank of Raymore | 26,940 | $2.51M | 1.11% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 26,927 | $2.51M | 0.20% | −15,666−36.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 26,848 | $2.50M | 0.20% | −1,230−4.4% | Reduced |
| Venture Visionary Partners LLC | 26,762 | $2.50M | 0.13% | +269+1.0% | Added |
| Coastline Trust Co | 26,748 | $2.49M | 0.33% | −6,881−20.5% | Reduced |
| Asio Capital, LLC | 26,516 | $2.47M | 0.58% | −12,977−32.9% | Reduced |
| HRT Financial LP | 26,319 | $2.45M | 0.02% | −305,220−92.1% | Reduced |
| Vestcor Inc | 26,305 | $2.45M | 0.08% | −284−1.1% | Reduced |
| Next Level Private LLC | 26,248 | $2.45M | 1.39% | −22−0.1% | Reduced |
| LMCG Investments, LLC | 25,980 | $2.42M | 0.15% | −1,347−4.9% | Reduced |
| SevenBridge Financial Group, LLC | 25,980 | $2.42M | 0.57% | +4,285+19.8% | Added |
| Park Avenue Securities LLC | 25,903 | $2.42M | 0.03% | +1,863+7.7% | Added |
| Hartline Investment Corp | 25,857 | $2.41M | 0.39% | +285+1.1% | Added |
| Transcend Wealth Collective, LLC | 25,816 | $2.41M | 0.21% | −91−0.4% | Reduced |
| Hunter Associates Investment Management LLC | 25,684 | $2.40M | 0.44% | −336−1.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 25,659 | $2.39M | 0.15% | +131+0.5% | Added |
| HTLF Bank | 25,605 | $2.39M | 0.28% | +25,605 | New |
| Apollon Wealth Management, LLC | 25,594 | $2.39M | 0.08% | +3,376+15.2% | Added |
| Loomis Sayles & Co L P | 25,575 | $2.38M | 0.00% | −11,127−30.3% | Reduced |
| Symmetry Partners, LLC | 25,424 | $2.38M | 0.13% | −3,841−13.1% | Reduced |
| HCR Wealth Advisors | 25,533 | $2.38M | 0.38% | +5,338+26.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 25,508 | $2.38M | 0.07% | −11,152−30.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 25,454 | $2.37M | 0.22% | +7,037+38.2% | Added |
| Aspen Grove Capital, LLC | 25,430 | $2.37M | 0.72% | −10,891−30.0% | Reduced |
| Bouvel Investment Partners, LLC | 25,398 | $2.37M | 1.11% | +110.0% | Added |
| Arrow Financial Corp | 25,385 | $2.37M | 0.25% | +3,027+13.5% | Added |
| Gotham Asset Management, LLC | 25,295 | $2.36M | 0.04% | +9,706+62.3% | Added |
| Northeast Investment Management | 25,229 | $2.35M | 0.13% | −2,070−7.6% | Reduced |
| New Age Alpha Advisors, LLC | 25,000 | $2.33M | 1.77% | +25,000 | New |
| Franklin Street Advisors Inc | 25,000 | $2.33M | 0.19% | 00.0% | Unchanged |
| Community Bank, N.A. | 24,904 | $2.32M | 0.30% | +2,523+11.3% | Added |
| Texas Yale Capital Corp. | 24,900 | $2.32M | 0.11% | −780−3.0% | Reduced |
| Greenwich Wealth Management LLC | 24,466 | $2.28M | 0.23% | 00.0% | Unchanged |
| Gries Financial LLC | 24,444 | $2.28M | 0.50% | −135−0.5% | Reduced |
| LM Advisors LLC | 24,081 | $2.25M | 0.45% | +24,081 | New |
| Wolff Wiese Magana LLC | 23,620 | $2.20M | 2.09% | +4,724+25.0% | Added |
| TCTC Holdings, LLC | 23,547 | $2.20M | 0.08% | +360+1.6% | Added |
| Arcus Capital Partners, LLC | 23,538 | $2.19M | 0.77% | 00.0% | Unchanged |
| Cramer Rosenthal McGlynn LLC | 23,427 | $2.18M | 0.12% | −585−2.4% | Reduced |
| Griffin Asset Management, Inc. | 23,214 | $2.16M | 0.27% | +949+4.3% | Added |
| Fulton Bank, N.A. | 23,191 | $2.16M | 0.10% | +2,103+10.0% | Added |
| Altrafin AG | 23,181 | $2.16M | 0.83% | −1,318−5.4% | Reduced |
| Bleakley Financial Group, LLC | 23,102 | $2.15M | 0.07% | −2,765−10.7% | Reduced |
| Regions Financial Corp | 23,016 | $2.15M | 0.02% | −520−2.2% | Reduced |
| Sawtooth Solutions, LLC | 22,959 | $2.14M | 0.06% | −2,908−11.2% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 22,943 | $2.14M | 0.42% | +22,943 | New |
| Clear Rock Advisors, LLC | 24,875 | $2.14M | 0.97% | +24,875 | New |
| CoreCap Advisors, LLC | 22,823 | $2.13M | 0.14% | +1,533+7.2% | Added |
| Sowell Financial Services LLC | 22,608 | $2.11M | 0.11% | −5,781−20.4% | Reduced |
| Caldwell Trust Co | 22,593 | $2.11M | 0.27% | +20.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,997 | $2.09M | 0.02% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 22,412 | $2.09M | 0.13% | +1,120+5.3% | Added |
| Burney Co | 22,365 | $2.09M | 0.09% | −5,713−20.3% | Reduced |
| Wright Investors Service Inc | 22,348 | $2.08M | 0.59% | −4,164−15.7% | Reduced |
| DRW Securities, LLC | 22,335 | $2.08M | 0.06% | +15,903+247.2% | Added |
| Stolper Co | 22,323 | $2.08M | 0.84% | −2,282−9.3% | Reduced |
| Prudent Man Advisors, LLC | 22,101 | $2.06M | 0.77% | +2,086+10.4% | Added |
| Cacti Asset Management LLC | 22,000 | $2.06M | 0.18% | 00.0% | Unchanged |
| Leonteq Securities AG | 22,026 | $2.05M | 0.26% | −7,602−25.7% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $2.03M | 0.08% | 00.0% | Unchanged |
| Paralel Advisors LLC | 21,773 | $2.03M | 0.10% | 00.0% | Unchanged |
| Signaturefd, LLC | 21,748 | $2.03M | 0.05% | −3,557−14.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 21,711 | $2.02M | 0.08% | −16,434−43.1% | Reduced |
| Fidelis Capital Partners, LLC | 21,600 | $2.01M | 0.45% | +8,024+59.1% | Added |
| Alaethes Wealth LLC | 21,516 | $2.01M | 0.95% | +190+0.9% | Added |
| Baldwin Investment Management, LLC | 21,447 | $2.00M | 0.31% | +415+2.0% | Added |
| Freedom Day Solutions, LLC | 21,427 | $2.00M | 0.78% | −1,052−4.7% | Reduced |
| Moreno Evelyn V | 21,395 | $2.00M | 0.94% | +21,395 | New |
| DoubleLine ETF Adviser LP | 21,141 | $1.97M | 0.57% | +1,489+7.6% | Added |
| TrueMark Investments, LLC | 21,083 | $1.97M | 1.95% | +21,083 | New |
| Ratan Capital Management LP | 21,000 | $1.96M | 1.28% | +21,000 | New |
| Ameliora Wealth Management Ltd. | 20,900 | $1.95M | 0.97% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 20,814 | $1.94M | 1.41% | −462−2.2% | Reduced |
| Hoey Investments, Inc | 20,750 | $1.93M | 0.55% | −8,072−28.0% | Reduced |
| New England Research & Management, Inc. | 20,542 | $1.92M | 1.01% | −875−4.1% | Reduced |
| YHB Investment Advisors, Inc. | 20,544 | $1.92M | 0.19% | −36,960−64.3% | Reduced |
| Granite Group Advisors, LLC | 21,962 | $1.91M | 1.35% | +21,962 | New |
| TD Private Client Wealth LLC | 20,399 | $1.90M | 0.07% | −43−0.2% | Reduced |
| Prospera Financial Services Inc | 20,377 | $1.90M | 0.06% | −160−0.8% | Reduced |
| Banco BTG Pactual S.A. | 20,263 | $1.90M | 0.43% | +20,263 | New |
| Koshinski Asset Management, Inc. | 20,274 | $1.89M | 0.29% | +5,307+35.5% | Added |
| Am Investment Strategies LLC | 20,197 | $1.88M | 0.53% | +3,547+21.3% | Added |
| Harbor Capital Advisors, Inc. | 20,178 | $1.88M | 0.37% | +16+0.1% | Added |
| Modera Wealth Management, LLC | 20,153 | $1.88M | 0.03% | −572−2.8% | Reduced |
| Brown Brothers Harriman & Co | 20,094 | $1.87M | 0.02% | +776+4.0% | Added |
| Capital Investment Counsel, Inc | 20,083 | $1.87M | 0.33% | −1,200−5.6% | Reduced |
| United Fire Group Inc | 20,000 | $1.86M | 3.39% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 19,911 | $1.86M | 0.87% | +756+3.9% | Added |
| IFG Advisory, LLC | 19,862 | $1.85M | 0.14% | +249+1.3% | Added |
| Foster & Motley Inc | 19,802 | $1.85M | 0.14% | −7,926−28.6% | Reduced |