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 |
|---|---|---|---|---|---|
| Werlinich Asset Management, LLC | 19,690 | $1.84M | 1.40% | +19,690 | New |
| Financial Advisory Service, Inc. | 19,577 | $1.83M | 0.17% | +3,160+19.2% | Added |
| Schechter Investment Advisors, LLC | 19,529 | $1.82M | 0.16% | +2,650+15.7% | Added |
| Lakeview Capital Partners, LLC | 19,309 | $1.80M | 0.32% | +63+0.3% | Added |
| Forum Financial Management, LP | 19,040 | $1.78M | 0.03% | −789−4.0% | Reduced |
| NorthRock Partners, LLC | 19,029 | $1.77M | 0.07% | +10,660+127.4% | Added |
| Sumitomo Life Insurance Co | 19,021 | $1.77M | 0.06% | −968−4.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 19,006 | $1.77M | 0.03% | −6,514−25.5% | Reduced |
| Harvest Investment Advisors, LLC | 18,995 | $1.77M | 1.42% | +92+0.5% | Added |
| Boston Private Wealth LLC | 18,958 | $1.77M | 0.04% | +336+1.8% | Added |
| Sigma Planning Corp | 18,822 | $1.76M | 0.14% | −23,292−55.3% | Reduced |
| Perigon Wealth Management, LLC | 18,741 | $1.75M | 0.06% | −1,110−5.6% | Reduced |
| Howland Capital Management LLC | 18,734 | $1.75M | 0.09% | −29−0.2% | Reduced |
| Covenant Asset Management, LLC | 18,692 | $1.74M | 0.49% | +1,419+8.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 18,596 | $1.73M | 0.08% | −2,085−10.1% | Reduced |
| Belpointe Asset Management LLC | 18,558 | $1.73M | 0.15% | +2,051+12.4% | Added |
| Clough Capital Partners L P | 18,550 | $1.73M | 0.19% | −4,200−18.5% | Reduced |
| CAPROCK Group, Inc. | 18,505 | $1.73M | 0.11% | −3,229−14.9% | Reduced |
| Capital Investment Advisors, LLC | 18,318 | $1.71M | 0.04% | −1,700−8.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 18,277 | $1.70M | 0.02% | −4,909−21.2% | Reduced |
| Acropolis Investment Management, LLC | 18,110 | $1.70M | 0.12% | −378−2.0% | Reduced |
| Profund Advisors LLC | 18,243 | $1.70M | 0.07% | +3,768+26.0% | Added |
| Argus Investors' Counsel, Inc. | 18,200 | $1.70M | 1.09% | +2,100+13.0% | Added |
| Abbot Financial Management, Inc. | 18,170 | $1.69M | 1.02% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 18,133 | $1.69M | 1.37% | +2,323+14.7% | Added |
| Horizon Investments, LLC | 18,263 | $1.69M | 0.05% | +1,379+8.2% | Added |
| We Are One Seven, LLC | 18,028 | $1.68M | 0.10% | −62−0.3% | Reduced |
| Meeder Advisory Services, Inc. | 17,992 | $1.68M | 0.19% | −3,091−14.7% | Reduced |
| NEOS Investment Management LLC | 17,913 | $1.67M | 0.16% | +3,761+26.6% | Added |
| Bradley Foster & Sargent Inc | 17,827 | $1.66M | 0.03% | +1,836+11.5% | Added |
| Capital Asset Advisory Services LLC | 17,758 | $1.66M | 0.10% | +3,386+23.6% | Added |
| A. D. Beadell Investment Counsel, Inc. | 17,721 | $1.65M | 1.57% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 17,661 | $1.65M | 0.03% | +476+2.8% | Added |
| Institute for Wealth Management, LLC. | 17,578 | $1.64M | 0.27% | +618+3.6% | Added |
| Centaurus Financial, Inc. | 17,524 | $1.63M | 0.12% | +106+0.6% | Added |
| Citizens Financial Group Inc | 17,385 | $1.62M | 0.06% | +2,758+18.9% | Added |
| Great Diamond Partners, LLC | 17,361 | $1.62M | 0.40% | −7,930−31.4% | Reduced |
| Systematic Alpha Investments, LLC | 17,326 | $1.62M | 0.07% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,297 | $1.61M | 0.07% | +406+2.4% | Added |
| Oak Asset Management, LLC | 17,263 | $1.61M | 0.64% | +330+1.9% | Added |
| Bank Pictet & Cie (Asia) Ltd | 17,246 | $1.61M | 0.41% | +4,421+34.5% | Added |
| Trust Investment Advisors | 17,108 | $1.60M | 1.24% | −177−1.0% | Reduced |
| Insight Inv LLC | 17,092 | $1.59M | 1.56% | 00.0% | Unchanged |
| AIA Group Ltd | 17,091 | $1.59M | 0.07% | 00.0% | Unchanged |
| PFG Investments, LLC | 17,062 | $1.59M | 0.30% | +4,139+32.0% | Added |
| Mach-1 Financial Group, Inc. | 16,878 | $1.57M | 0.60% | −294−1.7% | Reduced |
| Valeo Financial Advisors, LLC | 16,778 | $1.56M | 0.06% | −410−2.4% | Reduced |
| Strategic Advisors LLC | 16,771 | $1.56M | 0.30% | −141−0.8% | Reduced |
| Delphi Management Inc | 16,728 | $1.56M | 1.43% | +2,141+14.7% | Added |
| Convergence Investment Partners, LLC | 16,632 | $1.55M | 0.81% | −5,270−24.1% | Reduced |
| Smith, Salley & Associates | 16,484 | $1.54M | 0.10% | +4,573+38.4% | Added |
| Lee Financial Co | 16,444 | $1.53M | 0.27% | +10,980+201.0% | Added |
| Fifth Third Wealth Advisors LLC | 16,402 | $1.53M | 0.50% | +178+1.1% | Added |
| Chesapeake Wealth Management | 16,312 | $1.52M | 0.59% | +87+0.5% | Added |
| Bedell Frazier Investment Counseling, LLC | 16,211 | $1.51M | 0.42% | −95−0.6% | Reduced |
| SeaCrest Wealth Management, LLC | 16,205 | $1.51M | 0.19% | +764+4.9% | Added |
| McKinley Carter Wealth Services, Inc. | 16,165 | $1.51M | 0.11% | +920+6.0% | Added |
| V-Square Quantitative Management LLC | 16,100 | $1.50M | 0.36% | +5,521+52.2% | Added |
| Wintrust Investments LLC | 16,058 | $1.50M | 0.14% | +5,340+49.8% | Added |
| Dynamic Advisor Solutions LLC | 15,984 | $1.49M | 0.06% | +1,757+12.3% | Added |
| 1st Source Bank | 15,963 | $1.49M | 0.09% | +63+0.4% | Added |
| Checchi Capital Advisers, LLC | 15,938 | $1.49M | 0.12% | −1,885−10.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 15,901 | $1.48M | 0.02% | −1,600−9.1% | Reduced |
| Decatur Capital Management, Inc. | 15,876 | $1.48M | 0.89% | +1,157+7.9% | Added |
| Cetera Advisors LLC | 17,242 | $1.48M | 0.02% | +259+1.5% | Added |
| Capstone Investment Advisors, LLC | 15,817 | $1.47M | 0.03% | −65,612−80.6% | Reduced |
| River Street Advisors LLC | 15,809 | $1.47M | 1.18% | +414+2.7% | Added |
| Northcape Wealth Management, LLC | 15,591 | $1.45M | 0.53% | −949−5.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 15,586 | $1.45M | 0.07% | −10,787−40.9% | Reduced |
| Paradigm Asset Management Co LLC | 15,500 | $1.45M | 0.38% | −400−2.5% | Reduced |
| Mystic Asset Management, Inc. | 15,498 | $1.45M | 0.69% | +635+4.3% | Added |
| Ironwood Investment Counsel, LLC | 15,496 | $1.45M | 0.27% | +367+2.4% | Added |
| Courier Capital LLC | 15,459 | $1.44M | 0.11% | −66−0.4% | Reduced |
| WCG Wealth Advisors LLC | 15,437 | $1.44M | 0.11% | −100−0.6% | Reduced |
| Clarius Group, LLC | 15,381 | $1.43M | 0.12% | −2,463−13.8% | Reduced |
| Trust Asset Management LLC | 15,376 | $1.43M | 0.14% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 15,371 | $1.43M | 0.30% | −2,711−15.0% | Reduced |
| White Pine Capital LLC | 15,271 | $1.42M | 0.55% | −50−0.3% | Reduced |
| LGT Group Foundation | 15,191 | $1.42M | 0.03% | −502−3.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 15,187 | $1.42M | 0.64% | +408+2.8% | Added |
| Old National Bancorp | 15,182 | $1.42M | 0.04% | +1,168+8.3% | Added |
| Gryphon Financial Partners LLC | 14,739 | $1.42M | 0.25% | +11,295+328.0% | Added |
| Lombard Odier Asset Management (USA) Corp | 15,133 | $1.41M | 0.21% | +15,133 | New |
| Financial Counselors Inc | 14,883 | $1.39M | 0.02% | −150−1.0% | Reduced |
| Credit Agricole S A | 14,825 | $1.38M | 0.03% | −164,655−91.7% | Reduced |
| Quadrant Capital Group LLC | 14,736 | $1.37M | 0.12% | −1,980−11.8% | Reduced |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.37M | 0.53% | 00.0% | Unchanged |
| StoneX Group Inc. | 14,665 | $1.37M | 0.14% | +2,634+21.9% | Added |
| Resources Investment Advisors, LLC. | 14,634 | $1.36M | 0.02% | +2,677+22.4% | Added |
| Vident Advisory, LLC | 14,633 | $1.36M | 0.03% | −1,478−9.2% | Reduced |
| Waterfront Wealth Inc. | 14,613 | $1.36M | 0.40% | +139+1.0% | Added |
| Schear Investment Advisers, LLC | 14,567 | $1.36M | 1.31% | −228−1.5% | Reduced |
| Somerset Trust Co | 14,362 | $1.34M | 0.59% | −361−2.5% | Reduced |
| Bard Financial Services, Inc. | 14,250 | $1.33M | 0.15% | +1,155+8.8% | Added |
| Principal Securities, Inc. | 14,241 | $1.33M | 0.05% | +14,241 | New |
| Intrust Bank NA | 14,169 | $1.32M | 0.15% | −2,124−13.0% | Reduced |
| Diligent Investors, LLC | 14,149 | $1.32M | 0.36% | −198−1.4% | Reduced |
| Insigneo Advisory Services, LLC | 14,147 | $1.32M | 0.19% | +11,463+427.1% | Added |
| NVWM, LLC | 14,115 | $1.32M | 0.39% | −5,230−27.0% | Reduced |
| Duff & Phelps Investment Management Co | 14,103 | $1.32M | 0.02% | 00.0% | Unchanged |