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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; 2,745 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, Q1 2024

Institutional positions in Morgan Stanley as of Mar 31, 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
1,799
+67 vs. Q4 2023
Shares held
1.36B
−16.6M (−1.2%) vs. Q4 2023
Total value
$127.8B
−$415.5M (−0.3%) vs. Q4 2023
New holders
175
703 more added
Sold out
108
682 more reduced

29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 1,799 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,673 institutionsQ2 2022: 1,607 institutionsQ3 2022: 1,586 institutionsQ4 2022: 1,682 institutionsQ1 2023: 1,674 institutionsQ2 2023: 1,689 institutionsQ3 2023: 1,671 institutionsQ4 2023: 1,761 institutionsQ1 2024: 1,799 institutionsQ2 2024: 1,829 institutionsQ3 2024: 1,875 institutionsQ4 2024: 2,118 institutionsQ1 2025: 2,104 institutionsQ2 2025: 2,209 institutionsQ3 2025: 2,266 institutionsQ4 2025: 2,533 institutionsQ1 2026: 2,514 institutionsQ2 2026: 2,745 institutions
Value heldQ1 2024: $127.8B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.1BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,514$218.1B
Q4 20252,533$239.4B
Q3 20252,266$211.9B
Q2 20252,209$190.6B
Q1 20252,104$159.1B
Q4 20242,118$170.9B
Q3 20241,875$141.1B
Q2 20241,829$131.2B
Q1 20241,799$127.8B
Q4 20231,761$128.3B
Q3 20231,671$112.7B
Q2 20231,689$118.7B
Q1 20231,674$124.1B
Q4 20221,682$120.2B
Q3 20221,586$112.7B
Q2 20221,607$109.6B
Q1 20221,673$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q4 2023.

Institutions holding MS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.4$00.00%−140−97.2%Reduced
VitalStone Financial, LLC1$00.00%00.0%Unchanged
Tradewinds Capital Management, LLC1$950.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.1$950.00%+1New
Global Assets Advisory, LLC14,684$1570.01%+14,684New
First Command Advisory Services, Inc.16$1880.00%−28−63.6%Reduced
Caitlin John, LLC3$2910.00%−1−25.0%Reduced
ClariVest Asset Management LLC4$3740.00%+4New
State of Wyoming4$3770.00%−2−33.3%Reduced
Global Wealth Strategies & Associates4$3770.00%+4New
Highline Wealth Partners LLC4$3920.00%00.0%Unchanged
Versant Capital Management, Inc5$4710.00%−46−90.2%Reduced
WestEnd Advisors, LLC5$4710.00%+5New
Tfo-TDC, LLC12$1.13K0.00%00.0%Unchanged
Aspire Private Capital, LLC13$1.19K0.00%−54−80.6%Reduced
Kessler Investment Group, LLC15$1.41K0.00%+15New
Horizons Wealth Management17$1.58K0.00%00.0%Unchanged
Arlington Trust Co LLC17$1.60K0.00%−24−58.5%Reduced
Cherry Tree Wealth Management, LLC19$1.79K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC20$1.88K0.00%00.0%Unchanged
POM Investment Strategies, LLC21$1.98K0.00%00.0%Unchanged
Acima Private Wealth, LLC26$2.45K0.00%00.0%Unchanged
FPC Investment Advisory, Inc.27$2.53K0.00%+27New
Sofos Investments, Inc.32$2.99K0.00%+19+146.2%Added
First Pacific Financial35$3.30K0.00%+35New
Cassady Schiller Wealth Management, LLC38$3.58K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC40$3.77K0.01%−40−50.0%Reduced
Blume Capital Management, Inc.47$4.43K0.00%00.0%Unchanged
Westend Capital Management, LLC47$4.43K0.00%+47New
Valued Wealth Advisors LLC48$4.53K0.00%−71−59.7%Reduced
Evermay Wealth Management LLC52$4.90K0.00%−361−87.4%Reduced
HighMark Wealth Management LLC53$4.99K0.00%+53New
Your Advocates Ltd., LLP56$5.27K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC57$5.37K0.00%+57New
Stone House Investment Management, LLC70$6.59K0.00%00.0%Unchanged
McIlrath & Eck, LLC70$6.59K0.00%00.0%Unchanged
SJS Investment Consulting Inc.70$6.59K0.00%−299−81.0%Reduced
Arcadia Investment Management Corp70$6.59K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.70$6.59K0.00%+7+11.1%Added
DiNuzzo Private Wealth, Inc.71$6.69K0.00%+5+7.6%Added
Creative Capital Management Investments LLC72$6.78K0.00%00.0%Unchanged
First Community Trust NA73$6.87K0.01%00.0%Unchanged
Coston, McIsaac & Partners77$7.00K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC75$7.06K0.00%00.0%Unchanged
Cornerstone Planning Group LLC80$7.49K0.00%−20−20.0%Reduced
Mma Asset Management LLC81$7.63K0.00%+81New
Beaird Harris Wealth Management, LLC82$7.72K0.00%+65+382.4%Added
Chesapeake Asset Management LLC83$7.82K0.01%00.0%Unchanged
Atwood & Palmer Inc85$8.00K0.00%00.0%Unchanged
Ancora Advisors, LLC86$8.10K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.87$8.19K0.01%00.0%Unchanged
Frank, Rimerman Advisors LLC91$8.57K0.00%00.0%Unchanged
Birchbrook, Inc.92$8.63K0.01%+1+1.1%Added
PayPay Securities Corp92$8.66K0.43%−5−5.2%Reduced
LRI Investments, LLC93$8.76K0.00%+93New
Morton Brown Family Wealth, LLC98$9.23K0.00%00.0%Unchanged
nVerses Capital, LLC100$9.42K0.02%+100New
RFP Financial Group LLC104$9.79K0.00%−37−26.2%Reduced
Laurel Wealth Advisors LLC104$9.79K0.00%00.0%Unchanged
TruNorth Capital Management, LLC110$10.4K0.00%+110New
Raffa Wealth Management, LLC111$10.5K0.00%00.0%Unchanged
Dunhill Financial, LLC112$10.5K0.01%+18+19.1%Added
Rakuten Securities, Inc.112$10.5K0.00%−816−87.9%Reduced
Dogwood Wealth Management LLC112$10.6K0.01%+1+0.9%Added
Nordwand Advisors, LLC113$10.6K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC113$10.6K0.01%+4+3.7%Added
NCP Inc.115$10.8K0.01%+115New
Transcendent Capital Group LLC117$11.0K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group118$11.1K0.00%00.0%Unchanged
ORG Partners LLC119$11.1K0.02%−225−65.4%Reduced
Gables Capital Management Inc.120$11.3K0.01%00.0%Unchanged
Stephens Consulting, LLC125$11.8K0.00%00.0%Unchanged
Penserra Capital Management LLC135$12.0K0.00%−5,744−97.7%Reduced
Exchange Traded Concepts, LLC130$12.2K0.00%−329−71.7%Reduced
Kelly Financial Services LLC134$12.6K0.00%+1+0.8%Added
TD Capital Management LLC140$13.2K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC142$13.4K0.02%+142New
JNBA Financial Advisors152$14.3K0.00%00.0%Unchanged
First PREMIER Bank156$15.0K0.00%00.0%Unchanged
Planning Capital Management Corp166$15.6K0.01%−61−26.9%Reduced
Horizon Bancorp Inc173$16.0K0.01%00.0%Unchanged
Archer Investment Corp171$16.1K0.00%+5+3.0%Added
Private Wealth Management Group, LLC173$16.3K0.01%00.0%Unchanged
Old Point Trust & Financial Services N A174$16.4K0.01%+55+46.2%Added
Aspect Partners, LLC177$16.7K0.01%00.0%Unchanged
Silicon Valley Capital Partners178$16.8K0.00%+1+0.6%Added
Avion Wealth178$17.0K0.00%+12+7.2%Added
Pacific Capital Wealth Advisors, Inc181$17.0K0.00%+81+81.0%Added
Iron Horse Wealth Management, LLC182$17.1K0.01%00.0%Unchanged
Broadwater Capital Management LLC183$17.2K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc186$17.5K0.01%+1+0.5%Added
Red Tortoise LLC189$17.8K0.01%+1+0.5%Added
Bare Financial Services, Inc199$18.1K0.02%00.0%Unchanged
Kathleen S. Wright Associates Inc.192$18.1K0.01%00.0%Unchanged
Ruedi Wealth Management, Inc.195$18.4K0.01%+195New
Delos Wealth Advisors, LLC205$19.3K0.02%−198−49.1%Reduced
JJJ Advisors Inc.209$19.7K0.00%−9−4.1%Reduced
Farmers & Merchants Trust Co of Chambersburg PA210$20.0K0.01%00.0%Unchanged
Northwest Investment Counselors, LLC225$21.2K0.01%+225New
Plante Moran Financial Advisors, LLC230$21.7K0.00%−6−2.5%Reduced