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 |
|---|---|---|---|---|---|
| S&CO Inc | 13,915 | $1.30M | 0.10% | 00.0% | Unchanged |
| AMG National Trust Bank | 13,859 | $1.29M | 0.04% | +510+3.8% | Added |
| Mirador Capital Partners LP | 13,702 | $1.28M | 0.27% | +544+4.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 13,657 | $1.27M | 0.17% | +13,657 | New |
| Meridian Wealth Management, LLC | 13,642 | $1.27M | 0.08% | −12,128−47.1% | Reduced |
| Excalibur Management Corp | 13,568 | $1.27M | 0.59% | +52+0.4% | Added |
| Vise Technologies, Inc. | 13,560 | $1.26M | 0.27% | −2,921−17.7% | Reduced |
| Deltec Asset Management LLC | 13,500 | $1.26M | 0.28% | −5,000−27.0% | Reduced |
| Systematic Financial Management LP | 13,500 | $1.26M | 0.04% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 13,481 | $1.26M | 0.25% | +1,560+13.1% | Added |
| TLWM | 13,475 | $1.26M | 0.30% | +84+0.6% | Added |
| Dakota Wealth Management | 13,453 | $1.25M | 0.05% | +650+5.1% | Added |
| Capital Investment Advisory Services, LLC | 13,445 | $1.25M | 0.12% | +2,528+23.2% | Added |
| Qtron Investments LLC | 13,403 | $1.25M | 0.20% | +5,048+60.4% | Added |
| Spire Wealth Management | 14,623 | $1.25M | 0.04% | −1,294−8.1% | Reduced |
| First National Advisers, LLC | 13,325 | $1.24M | 0.36% | +4,787+56.1% | Added |
| Quadcap Wealth Management, LLC | 13,277 | $1.24M | 0.32% | +13,277 | New |
| Investors Research Corp | 13,266 | $1.24M | 0.30% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 13,181 | $1.23M | 0.02% | −5,048−27.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 13,135 | $1.22M | 0.18% | −550−4.0% | Reduced |
| Premier Path Wealth Partners, LLC | 13,084 | $1.22M | 0.27% | +13,084 | New |
| Long Run Wealth Advisors, LLC | 13,068 | $1.22M | 0.35% | −250−1.9% | Reduced |
| Allworth Financial LP | 13,068 | $1.22M | 0.01% | −273−2.0% | Reduced |
| Whittier Trust Co | 13,045 | $1.22M | 0.02% | −738−5.4% | Reduced |
| J.W. Cole Advisors, Inc. | 13,006 | $1.21M | 0.07% | +1,457+12.6% | Added |
| Avalon Trust Co | 13,000 | $1.21M | 0.11% | 00.0% | Unchanged |
| Cigna Investments Inc | 12,864 | $1.20M | 0.25% | −135−1.0% | Reduced |
| South State Corp. | 12,774 | $1.19M | 0.10% | −1,116−8.0% | Reduced |
| Panagora Asset Management Inc | 12,729 | $1.19M | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 12,703 | $1.18M | 0.09% | +1,601+14.4% | Added |
| Diversified Trust Co | 12,683 | $1.18M | 0.04% | +1,523+13.6% | Added |
| Snowden Capital Advisors LLC | 12,652 | $1.18M | 0.04% | −46,330−78.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,618 | $1.18M | 0.10% | +3,066+32.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.17M | 0.41% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 12,595 | $1.17M | 0.11% | +267+2.2% | Added |
| Signature Estate & Investment Advisors LLC | 12,570 | $1.17M | 0.03% | −482,807−97.5% | Reduced |
| Columbia Trust Co 01012016 | 12,501 | $1.17M | 0.53% | +857+7.4% | Added |
| Penobscot Investment Management Company, Inc. | 12,397 | $1.16M | 0.14% | −172−1.4% | Reduced |
| Berkeley Capital Partners, LLC | 12,248 | $1.14M | 0.38% | −1,370−10.1% | Reduced |
| Jefferies Financial Group Inc. | 12,241 | $1.14M | 0.02% | −37,633−75.5% | Reduced |
| Viewpoint Capital Management LLC | 12,215 | $1.14M | 0.80% | 00.0% | Unchanged |
| Quent Capital, LLC | 12,210 | $1.14M | 0.15% | +643+5.6% | Added |
| Garner Asset Management Corp | 13,151 | $1.12M | 0.57% | +343+2.7% | Added |
| Parkside Investments, LLC | 12,000 | $1.12M | 0.19% | +4,000+50.0% | Added |
| Alpha DNA Investment Management LLC | 11,921 | $1.11M | 0.66% | +52+0.4% | Added |
| Zullo Investment Group, Inc. | 11,912 | $1.11M | 0.57% | −497−4.0% | Reduced |
| Delta Asset Management LLC | 11,902 | $1.11M | 0.11% | −25−0.2% | Reduced |
| King Luther Capital Management Corp | 11,890 | $1.11M | 0.01% | −4,860−29.0% | Reduced |
| Peoples Financial Services Corp. | 11,872 | $1.11M | 0.48% | −20.0% | Reduced |
| Lansing Street Advisors | 11,844 | $1.10M | 0.58% | +11,844 | New |
| Berkshire Asset Management LLC | 11,822 | $1.10M | 0.06% | −21−0.2% | Reduced |
| Silvercrest Asset Management Group LLC | 11,790 | $1.10M | 0.01% | +1,631+16.1% | Added |
| Washington Trust Co | 11,736 | $1.09M | 0.04% | +761+6.9% | Added |
| Focus Financial Network Inc | 11,643 | $1.09M | 0.04% | +11,643 | New |
| Principle Wealth Partners LLC | 11,636 | $1.09M | 0.09% | +6+0.1% | Added |
| Compton Wealth Advisory Group, LLC | 11,621 | $1.08M | 0.34% | +306+2.7% | Added |
| Radnor Capital Management, LLC | 11,602 | $1.08M | 0.20% | +2,582+28.6% | Added |
| Donald L. Hagan, LLC | 11,585 | $1.08M | 0.60% | −344−2.9% | Reduced |
| Trust Co of Toledo NA | 11,581 | $1.08M | 0.19% | +1,000+9.5% | Added |
| EverSource Wealth Advisors, LLC | 11,538 | $1.08M | 0.10% | +558+5.1% | Added |
| Cipher Capital LP | 11,472 | $1.07M | 0.35% | +5,420+89.6% | Added |
| Gibraltar Capital Management, Inc. | 11,404 | $1.06M | 0.45% | −210−1.8% | Reduced |
| Ar Asset Management Inc | 11,400 | $1.06M | 0.28% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 11,386 | $1.06M | 0.62% | +11,386 | New |
| Relyea Zuckerberg Hanson LLC | 11,365 | $1.06M | 0.21% | −367−3.1% | Reduced |
| Parsons Capital Management Inc | 11,356 | $1.06M | 0.08% | −240−2.1% | Reduced |
| Abbrea Capital, LLC | 11,303 | $1.05M | 0.15% | −921−7.5% | Reduced |
| Cape Ann Savings Bank | 12,080 | $1.05M | 0.70% | −580−4.6% | Reduced |
| Helios Capital Management Pte. Ltd | 11,300 | $1.05M | 0.83% | +11,300 | New |
| Hartford Funds Management Co LLC | 11,269 | $1.05M | 0.10% | +1,635+17.0% | Added |
| Kingswood Wealth Advisors, LLC | 11,190 | $1.04M | 0.12% | −1,091−8.9% | Reduced |
| Rossmore Private Capital | 11,160 | $1.04M | 0.15% | −104−0.9% | Reduced |
| Hancock Whitney Corp | 11,053 | $1.03M | 0.04% | −123,366−91.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 10,922 | $1.02M | 0.09% | −441−3.9% | Reduced |
| GFG Capital, LLC | 10,890 | $1.02M | 0.27% | −634−5.5% | Reduced |
| Summit Trail Advisors, LLC | 10,874 | $1.01M | 0.03% | −1,840−14.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 10,870 | $1.01M | 0.10% | −101−0.9% | Reduced |
| Legacy Bridge, LLC | 10,848 | $1.01M | 0.66% | −50−0.5% | Reduced |
| Hamilton Capital, LLC | 10,833 | $1.01M | 0.08% | +726+7.2% | Added |
| Alera Investment Advisors, LLC | 10,734 | $1.00M | 0.13% | −480−4.3% | Reduced |
| Washburn Capital Management, Inc. | 10,731 | $1.00M | 0.75% | −195−1.8% | Reduced |
| Stratos Wealth Advisors, LLC | 10,706 | $998.3K | 0.06% | +661+6.6% | Added |
| Parkside Financial Bank & Trust | 10,676 | $995.5K | 0.18% | +4,230+65.6% | Added |
| Mork Capital Management, LLC | 10,670 | $995.0K | 0.61% | +740+7.5% | Added |
| Baker Tilly Wealth Management, LLC | 10,658 | $993.9K | 0.16% | −893−7.7% | Reduced |
| NCM Capital Management, LLC | 10,655 | $993.6K | 0.60% | +160+1.5% | Added |
| InterOcean Capital Group, LLC | 10,600 | $988.4K | 0.03% | −1,022−8.8% | Reduced |
| Bank of New Hampshire | 10,599 | $988.4K | 0.28% | −9,857−48.2% | Reduced |
| Ostrum Asset Management | 10,581 | $986.7K | 0.09% | −7,009−39.8% | Reduced |
| Haverford Trust Co | 10,564 | $985.1K | 0.01% | +40+0.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,515 | $980.5K | 0.26% | +368+3.6% | Added |
| Concord Wealth Partners | 10,461 | $975.5K | 0.20% | +2,404+29.8% | Added |
| Venturi Wealth Management, LLC | 10,441 | $973.7K | 0.07% | −205−1.9% | Reduced |
| Triangle Securities Wealth Management | 10,438 | $973.3K | 0.30% | −48−0.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 10,365 | $966.5K | 0.10% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 10,349 | $965.0K | 0.58% | +171+1.7% | Added |
| Granger Management LLC | 10,338 | $964.0K | 0.35% | +6,692+183.5% | Added |
| Eagle Asset Management Inc | 10,330 | $963.3K | 0.01% | +2,502+32.0% | Added |
| FourThought Financial Partners, LLC | 10,279 | $958.5K | 0.12% | −291−2.8% | Reduced |
| Brighton Jones LLC | 10,257 | $956.4K | 0.04% | −209−2.0% | Reduced |