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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

Q1 2024 vs. Q4 2023

How the institutions holding Morgan Stanley changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of MS: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders1,761291,799+67
Shares1.38B647.6K1.36B−16.6M (−1.2%)
Value$128.3B$60.0M$127.8B−$415.5M (−0.3%)

29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (175)

Institutions that held Morgan Stanley at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 175 by value.

Institutions new to MS in Q1 2024
InstitutionSharesValue% of portfolio
Focused Investors Fund L P1,696,200$159.7M5.00%
Danske Bank A/S567,323$53.4M0.17%
Rokos Capital Management LLP437,819$41.2M1.06%
Resona Asset Management Co.,Ltd.420,623$39.6M0.24%
Renaissance Technologies LLC396,983$37.4M0.06%
Quadrature Capital Ltd357,794$33.7M0.58%
Mn Services Vermogensbeheer B.V.290,600$27.4M0.20%
Bornite Capital Management LP250,000$23.5M3.94%
Two Sigma Investments, LP237,347$22.3M0.05%
Payden & Rygel Investment Group212,600$20.0M1.37%
Moore Capital Management, LP190,190$17.9M0.37%
Philadelphia Financial Management of San Francisco, LLC176,724$16.6M3.48%
CTC LLC172,183$16.2M0.27%
Trexquant Investment LP134,875$12.7M0.25%
ING Groep NV121,563$11.4M0.08%
SPX Equities Gestao de Recursos Ltda117,610$11.1M0.97%
BTC Capital Management, Inc.115,426$10.9M0.99%
Svenska Handelsbanken AB (publ)114,745$10.8M3.41%
Quantitative Investment Management, LLC100,935$9.50M0.56%
Mediolanum International Funds Ltd88,808$8.30M0.14%
Allianz SE75,359$7.10M0.22%
Cyrus J. Lawrence, LLC71,987$6.78M1.50%
Sandler Capital Management60,950$5.74M0.70%
Providence Capital Advisors, LLC60,400$5.69M1.24%
SpiderRock Advisors, LLC58,063$5.11M0.17%
Van Hulzen Asset Management, LLC52,771$4.97M0.33%
Reliant Investment Management, LLC48,838$4.60M2.16%
Trajan Wealth LLC46,709$4.40M0.30%
Torray LLC44,623$4.20M0.63%
Two Sigma Securities, LLC44,525$4.19M0.20%
Tudor Investment Corp Et Al42,265$3.98M0.05%
Cypress Financial Planning LLC40,778$3.84M1.76%
Davis-Rea Ltd.40,300$3.79M1.73%
Carlson Capital L P39,500$3.72M0.30%
Financial Advisory Partners, LLC39,221$3.69M1.43%
XTX Topco Ltd28,255$2.66M0.36%
Bayesian Capital Management, LP28,249$2.66M0.25%
International Assets Investment Management, LLC908,398$2.40M0.25%
Walleye Capital LLC24,189$2.28M0.02%
Glass Wealth Management Co LLC23,830$2.24M1.37%
Concentric Capital Strategies, LP23,703$2.23M0.14%
Mirabella Financial Services LLP23,570$2.22M0.16%
Paloma Partners Management Co23,491$2.21M0.32%
Simplicity Wealth,LLC23,473$2.21M0.05%
Caxton Associates LP23,250$2.19M0.15%
Capital Markets Trading UK LLP21,992$2.07M1.50%
Cary Street Partners Asset Management LLC20,505$1.93M0.30%
Dynasty Wealth Management, LLC20,470$1.93M0.06%
Hamilton Capital Partners Inc.20,437$1.92M0.23%
Grey Street Capital, LLC20,427$1.92M0.26%
Fundamentun, LLC17,760$1.67M0.16%
Teza Capital Management LLC17,003$1.60M0.21%
Wilkins Investment Counsel Inc15,570$1.47M0.21%
Fox Run Management, L.L.C.14,378$1.35M0.29%
Charter Oak Capital Management, LLC13,956$1.31M0.14%
Krilogy Financial LLC13,717$1.29M0.10%
Catalyst Funds Management Pty Ltd13,500$1.27M0.35%
Point72 (DIFC) Ltd13,098$1.23M0.10%
Umpqua Bank12,447$1.17M0.48%
Intrua Financial, LLC12,064$1.14M0.18%
Evoke Wealth, LLC11,774$1.11M0.03%
Axq Capital, LP11,300$1.06M0.26%
HAP Trading, LLC11,273$1.06M0.33%
Flow State Investments, L.P.11,200$1.05M0.31%
Central Pacific Bank - Trust Division11,197$1.05M0.13%
Jump Financial, LLC11,084$1.04M0.03%
Diversify Advisory Services, LLC10,320$965.2K0.06%
Roberts Capital Advisors, LLC10,061$947.3K0.91%
PGGM Investments9,833$926.0K0.01%
Pacific Global Investment Management CO9,169$863.4K0.16%
Terry L. Blaker8,998$847.2K0.06%
Cypress Capital Group8,759$824.8K0.10%
Carmel Capital Partners, LLC8,663$815.7K0.34%
Financial Engines Advisors L.L.C.6,994$658.5K0.00%
Inscription Capital, LLC6,878$647.6K0.11%
Steward Partners Investment Solutions, LLC6,725$633.2K0.11%
Chicago Partners Investment Group LLC6,326$593.1K0.03%
MQS Management LLC6,087$573.2K0.33%
Ibex Wealth Advisors6,707$570.0K0.15%
Gratus Capital LLC5,492$517.1K0.02%
First American Trust, FSB5,442$512.4K0.05%
One River Asset Management, LLC5,330$501.9K0.16%
Glaxis Capital Management, LLC5,000$470.8K0.88%
Green Harvest Asset Management LLC4,845$456.2K0.01%
American National Bank & Trust Co4,269$401.9K0.09%
Triad Wealth Partners, LLC4,047$381.1K0.29%
Bullock Wealth Management Group4,041$378.0K0.25%
Moss Adams Wealth Advisors LLC3,946$371.6K0.06%
Marest Capital, LLC3,855$362.8K0.33%
Tanager Wealth Management LLP3,794$357.2K0.06%
Mosaic Financial Group, LLC3,792$357.0K0.29%
Eqis Capital Management, Inc.3,774$355.3K0.03%
Bryn Mawr Trust Co3,709$349.2K0.01%
Warren Averett Asset Management, LLC3,652$343.8K0.01%
Cornerstone Wealth Group, LLC3,647$343.4K0.03%
Catalina Capital Group, LLC3,633$342.1K0.15%
World Equity Group, Inc.3,637$341.8K0.07%
AlphaStar Capital Management, LLC3,484$328.1K0.03%
Cassaday & Co Wealth Management LLC3,437$323.6K0.01%
BNP Paribas3,415$321.6K0.02%

Sold out (108)

Institutions that held Morgan Stanley at the end of Q4 2023 and filed for Q1 2024 without it.

Showing the largest 100 of 108 by value.

Institutions that sold out of MS in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
AustralianSuper Pty Ltd441,817$41.2M
Parallax Volatility Advisers, L.P.310,205$28.9M
Argent Capital Management LLC236,145$22.0M
Eisler Capital (UK) Ltd.152,124$14.2M
CBOE Vest Financial, LLC137,935$12.9M
Meitav Dash Investments Ltd131,073$12.2M
Polar Capital Holdings Plc119,189$11.1M
Winslow Capital Management, LLC110,315$10.3M
La Banque Postale Asset Management SA110,067$10.3M
BOCHK Asset Management Ltd106,400$9.92M
Point72 Europe (London) LLP103,360$9.64M
Ninety One SA (PTY) Ltd102,023$9.51M
Cetera Advisor Networks LLC96,352$8.59M
Hudson Bay Capital Management LP80,000$7.46M
Knights of Columbus Asset Advisors LLC77,064$7.19M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD65,857$6.14M
L & S Advisors Inc61,056$5.69M
Lighthouse Investment Partners, LLC53,334$4.97M
Sit Investment Associates Inc40,835$3.81M
FJ Investments, LLC32,693$3.05M
Clear Street Markets LLC31,000$2.89M
Winton Group Ltd28,710$2.68M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD22,943$2.14M
Ratan Capital Management LP21,000$1.96M
Cetera Advisors LLC17,242$1.48M
Lombard Odier Asset Management (USA) Corp15,133$1.41M
Jefferies Financial Group Inc.12,241$1.14M
Cipher Capital LP11,472$1.07M
Atom Investors LP9,425$878.9K
Levin Capital Strategies, L.P.9,125$850.9K
Maven Securities LTD7,831$730.2K
Bremer Bank National Association7,692$717.3K
FORA Capital, LLC7,537$702.8K
AFS Financial Group, LLC6,817$635.7K
Advisor Resource Council6,813$635.3K
Carlson Capital Management6,259$583.6K
Bridgefront Capital, LLC6,088$567.7K
Laidlaw Wealth Management LLC5,902$550.3K
Cantor Fitzgerald, L. P.5,857$546.2K
Denali Advisors LLC5,500$512.9K
Arete Wealth Advisors, LLC5,636$488.9K
Lavaca Capital LLC5,178$482.8K
C2C Wealth Management, LLC5,005$468.7K
Founders Financial Securities LLC4,994$465.7K
BlueCrest Capital Management Ltd4,946$461.2K
Arista Wealth Management, LLC4,815$449.0K
Visionary Horizons, LLC4,494$419.1K
RFG Advisory, LLC4,487$418.5K
Landscape Capital Management, L.L.C.4,391$409.5K
Partners Capital Investment Group, LLP4,092$381.6K
Rosenbaum Jay D.3,810$355.3K
Prelude Capital Management, LLC3,791$353.5K
Grantham, Mayo, Van Otterloo & Co. LLC3,646$340.0K
Skba Capital Management LLC3,400$317.1K
Redwood Investment Management, LLC3,279$306.0K
National Philanthropic Trust2,980$277.9K
Beirne Wealth Consulting Services, LLC2,817$263.0K
Eagle Strategies LLC2,794$260.6K
Asahi Life Asset Management Co., Ltd.2,780$259.2K
ExodusPoint Capital Management, LP2,776$259.0K
Curi Capital2,715$253.2K
Platte River Wealth Advisors, LLC2,655$247.6K
Precedent Wealth Partners, LLC2,626$244.9K
Kennedy Investment Group2,612$243.5K
Psagot Value Holdings Ltd. / (Israel)2,500$234.0K
Alpine Global Management, LLC2,499$233.0K
Blueshift Asset Management, LLC2,458$229.2K
Thrive Capital Management, LLC2,410$224.8K
Glassman Wealth Services2,372$221.2K
Norway Savings Bank2,353$219.4K
Winthrop Advisory Group LLC2,233$208.2K
Cozad Asset Management Inc2,220$207.0K
Brave Asset Management Inc2,209$206.0K
Global Strategic Investment Solutions, LLC2,208$205.9K
Hemington Wealth Management2,177$203.0K
3Chopt Investment Partners, LLC2,175$202.8K
Wealth Management Associates, Inc.2,172$202.5K
AJOVista, LLC1,794$167.3K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH1,660$154.8K
Fairfield, Bush & Co.1,585$147.8K
Austin Private Wealth, LLC1,382$128.9K
Dividend Assets Capital, LLC1,233$115.0K
Mizuho Securities Co. Ltd.1,200$111.9K
Pathway Financial Advisers, LLC1,053$98.2K
Tradition Wealth Management, LLC997$93.0K
Cooksen Wealth, LLC903$84.2K
O'Dell Group, LLC766$71.4K
Ulland Investment Advisors, LLC675$63.0K
Spectrum Wealth Counsel, LLC671$62.6K
LFA - Lugano Financial Advisors SA625$58.3K
Livelsberger Financial Advisory597$55.6K
Scarborough Advisors, LLC573$53.4K
Focused Wealth Management, Inc208$19.4K
Bourgeon Capital Management LLC200$18.6K
Tennessee Valley Asset Management Partners139$12.9K
PrairieView Partners, LLC107$10.0K
Friedenthal Financial100$9.32K
Westside Investment Management, Inc.70$6.53K
Disciplined Equity Management, Inc.66$6.16K
AllSquare Wealth Management LLC60$5.59K

Not filed for Q1 2024 yet (29)

Institutions that held Morgan Stanley at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MS in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Bridgecreek Investment Management, LLC162,380$15.1M
Wade G W & Inc127,524$11.9M
Telemus Capital, LLC80,439$7.50M
Putnam Investments LLC53,887$5.02M
Bartlett & Co. LLC32,909$3.08M
Ashburton (Jersey) Ltd31,452$2.57M
Sawtooth Solutions, LLC22,959$2.14M
Moreno Evelyn V21,395$2.00M
United Fire Group Inc20,000$1.86M
Columbia Trust Co 0101201612,501$1.17M
Focus Financial Network Inc11,643$1.09M
Desjardins Global Asset Management Inc.9,576$893.0K
Golden State Equity Partners9,540$889.6K
DFPG Investments, LLC8,101$744.6K
Charles Carroll Financial Partners, LLC7,253$676.3K
Spouting Rock Asset Management, LLC7,236$674.8K
Lee Danner & Bass Inc6,463$603.0K
Wealthsource Partners, LLC4,893$456.3K
Hobbs Group Advisors, LLC3,650$340.4K
Provence Wealth Management Group3,453$322.0K
Baystate Wealth Management LLC2,327$217.0K
Traverso Chambers Private Wealth Management, LLC2,183$203.6K
Neo Ivy Capital Management2,044$191.0K
Coppell Advisory Solutions LLC1,540$143.6K
Spartan Planning & Wealth Management1,381$128.8K
Nalls Sherbakoff Group, LLC802$74.8K
Live Oak Investment Partners–$6.53K
HWG Holdings LP50$4.66K
Strategic Investment Solutions, Inc.10$932