Morgan Stanley
MS.PA- 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; 8 institutions reported holding it in 13F filings for Q2 2026, worth $9.73M in total; no superinvestor holds it.
Other share classesMSMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ
13F holders, Q2 2024
Institutional positions in Morgan Stanley as of Jun 30, 2024. 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
- 8
- +1 vs. Q1 2024
- Shares held
- 757.3K
- −39.2K (−4.9%) vs. Q1 2024
- Total value
- $17.3M
- −$762.9K (−4.2%) vs. Q1 2024
- New holders
- 2
- 1 more added
- Sold out
- 1
- 3 more reduced
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MS.PA 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 | 8 | $9.73M |
| Q1 2026 | 7 | $8.27M |
| Q4 2025 | 8 | $9.61M |
| Q3 2025 | 8 | $11.4M |
| Q2 2025 | 8 | $11.7M |
| Q1 2025 | 9 | $12.7M |
| Q4 2024 | 8 | $15.3M |
| Q3 2024 | 9 | $16.4M |
| Q2 2024 | 8 | $17.3M |
| Q1 2024 | 7 | $18.1M |
| Q4 2023 | 7 | $19.6M |
| Q3 2023 | 5 | $19.0M |
| Q2 2023 | 4 | $17.0M |
| Q1 2023 | 6 | $18.6M |
| Q4 2022 | 5 | $6.98M |
| Q3 2022 | 4 | $7.28M |
| Q2 2022 | 5 | $7.22M |
| Q1 2022 | 6 | $8.16M |
| Q4 2021 | 4 | $8.87M |
| Q3 2021 | 4 | $8.10M |
| Q2 2021 | 7 | $9.95M |
| Q1 2021 | 5 | $9.40M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Studio Investment Management LLC | 22 | $521 | 0.00% | +22 | New |
| Estabrook Capital Management | 2,705 | $61.9K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 14,250 | $326.0K | 0.25% | +14,250 | New |
| Delta Capital Management LLC | 26,755 | $612.0K | 0.37% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 26,548 | $617.0K | 0.11% | +200+0.8% | Added |
| Tower Bridge Advisors | 39,795 | $910.5K | 0.10% | −1,000−2.5% | Reduced |
| The PNC Financial Services Group, Inc. | 256,578 | $5.87M | 0.00% | −3,961−1.5% | Reduced |
| Atlas Wealth LLC | 390,643 | $8.93M | 1.39% | −48,186−11.0% | Reduced |
| Vima LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |