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, 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 11,197 | $1.05M | 0.13% | +11,197 | New |
| Northern Oak Wealth Management Inc | 11,164 | $1.05M | 0.12% | −17,121−60.5% | Reduced |
| Flow State Investments, L.P. | 11,200 | $1.05M | 0.31% | +11,200 | New |
| EverSource Wealth Advisors, LLC | 11,672 | $1.06M | 0.08% | +134+1.2% | Added |
| HAP Trading, LLC | 11,273 | $1.06M | 0.33% | +11,273 | New |
| Berkshire Asset Management LLC | 11,282 | $1.06M | 0.06% | −540−4.6% | Reduced |
| Westpac Banking Corp | 11,284 | $1.06M | 0.08% | −54,902−83.0% | Reduced |
| Parsons Capital Management Inc | 11,293 | $1.06M | 0.07% | −63−0.6% | Reduced |
| Abbrea Capital, LLC | 11,303 | $1.06M | 0.14% | 00.0% | Unchanged |
| Helios Capital Management Pte. Ltd | 11,300 | $1.06M | 0.75% | 00.0% | Unchanged |
| Axq Capital, LP | 11,300 | $1.06M | 0.26% | +11,300 | New |
| Leonteq Securities AG | 11,312 | $1.07M | 0.14% | −10,714−48.6% | Reduced |
| Buffington Mohr McNeal | 11,375 | $1.07M | 0.19% | +5,700+100.4% | Added |
| Ar Asset Management Inc | 11,400 | $1.07M | 0.26% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 11,401 | $1.07M | 0.57% | −184−1.6% | Reduced |
| Quadcap Wealth Management, LLC | 11,416 | $1.07M | 0.24% | −1,861−14.0% | Reduced |
| LVW Advisors, LLC | 11,500 | $1.08M | 0.18% | +1,777+18.3% | Added |
| Washington Trust Co | 11,512 | $1.08M | 0.04% | −224−1.9% | Reduced |
| Cape Ann Savings Bank | 11,513 | $1.08M | 0.68% | −567−4.7% | Reduced |
| Van Leeuwen & Company, LLC | 11,550 | $1.09M | 0.55% | +164+1.4% | Added |
| Radnor Capital Management, LLC | 11,602 | $1.09M | 0.19% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 11,637 | $1.10M | 0.19% | +272+2.4% | Added |
| Principle Wealth Partners LLC | 11,640 | $1.10M | 0.09% | +40.0% | Added |
| Zullo Investment Group, Inc. | 11,644 | $1.10M | 0.51% | −268−2.2% | Reduced |
| Brighton Jones LLC | 11,647 | $1.10M | 0.04% | +1,390+13.6% | Added |
| King Luther Capital Management Corp | 11,674 | $1.10M | 0.00% | −216−1.8% | Reduced |
| Silvercrest Asset Management Group LLC | 11,758 | $1.11M | 0.01% | −32−0.3% | Reduced |
| Evoke Wealth, LLC | 11,774 | $1.11M | 0.03% | +11,774 | New |
| Peoples Financial Services Corp. | 11,782 | $1.11M | 0.48% | −90−0.8% | Reduced |
| Longfellow Investment Management Co LLC | 11,792 | $1.11M | 0.25% | +2,220+23.2% | Added |
| Compton Wealth Advisory Group, LLC | 11,794 | $1.11M | 0.30% | +173+1.5% | Added |
| Delta Asset Management LLC | 11,902 | $1.12M | 0.10% | 00.0% | Unchanged |
| Parkside Investments, LLC | 12,000 | $1.13M | 0.18% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 12,006 | $1.13M | 0.30% | +2,083+21.0% | Added |
| Lansing Street Advisors | 12,008 | $1.13M | 0.51% | +164+1.4% | Added |
| Intrua Financial, LLC | 12,064 | $1.14M | 0.18% | +12,064 | New |
| Viewpoint Capital Management LLC | 12,215 | $1.15M | 0.73% | 00.0% | Unchanged |
| Trust Co of Vermont | 12,321 | $1.16M | 0.06% | +2,819+29.7% | Added |
| Procyon Private Wealth Partners, LLC | 12,376 | $1.17M | 0.09% | −242−1.9% | Reduced |
| Investors Research Corp | 12,416 | $1.17M | 0.27% | −850−6.4% | Reduced |
| Cigna Investments Inc | 12,433 | $1.17M | 0.22% | −431−3.4% | Reduced |
| Umpqua Bank | 12,447 | $1.17M | 0.48% | +12,447 | New |
| Quent Capital, LLC | 12,463 | $1.17M | 0.14% | +253+2.1% | Added |
| Insigneo Advisory Services, LLC | 12,476 | $1.17M | 0.14% | −1,671−11.8% | Reduced |
| Concord Wealth Partners | 12,498 | $1.18M | 0.21% | +2,037+19.5% | Added |
| Deltec Asset Management LLC | 12,500 | $1.18M | 0.23% | −1,000−7.4% | Reduced |
| Old National Bancorp | 12,572 | $1.18M | 0.03% | −2,610−17.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.19M | 0.37% | 00.0% | Unchanged |
| Garner Asset Management Corp | 12,623 | $1.19M | 0.61% | −528−4.0% | Reduced |
| Summit Trail Advisors, LLC | 12,636 | $1.19M | 0.03% | +1,762+16.2% | Added |
| Verdence Capital Advisors LLC | 12,700 | $1.20M | 0.11% | +105+0.8% | Added |
| Panagora Asset Management Inc | 12,729 | $1.20M | 0.01% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 12,787 | $1.20M | 0.23% | −297−2.3% | Reduced |
| Mutual Advisors, LLC | 12,823 | $1.21M | 0.04% | −17,473−57.7% | Reduced |
| Hartford Funds Management Co LLC | 12,841 | $1.21M | 0.12% | +1,572+13.9% | Added |
| Resources Investment Advisors, LLC. | 12,888 | $1.21M | 0.02% | −1,746−11.9% | Reduced |
| NewEdge Wealth, LLC | 13,178 | $1.22M | 0.03% | −119,582−90.1% | Reduced |
| Avalon Trust Co | 13,000 | $1.22M | 0.10% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 13,048 | $1.23M | 0.08% | +345+2.7% | Added |
| Penobscot Investment Management Company, Inc. | 13,071 | $1.23M | 0.13% | +674+5.4% | Added |
| Point72 (DIFC) Ltd | 13,098 | $1.23M | 0.10% | +13,098 | New |
| Meridian Wealth Management, LLC | 13,201 | $1.24M | 0.21% | −441−3.2% | Reduced |
| TLWM | 13,220 | $1.24M | 0.28% | −255−1.9% | Reduced |
| Dakota Wealth Management | 13,237 | $1.25M | 0.03% | −216−1.6% | Reduced |
| Quadrant Capital Group LLC | 13,257 | $1.25M | 0.10% | −1,479−10.0% | Reduced |
| Clarius Group, LLC | 13,296 | $1.25M | 0.09% | −2,085−13.6% | Reduced |
| Qtron Investments LLC | 13,403 | $1.26M | 0.18% | 00.0% | Unchanged |
| Systematic Financial Management LP | 13,500 | $1.27M | 0.04% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 13,500 | $1.27M | 0.35% | +13,500 | New |
| Parkside Financial Bank & Trust | 13,516 | $1.27M | 0.21% | +2,840+26.6% | Added |
| Vise Technologies, Inc. | 13,527 | $1.27M | 0.25% | −33−0.2% | Reduced |
| WCG Wealth Advisors LLC | 13,577 | $1.28M | 0.11% | −1,860−12.0% | Reduced |
| J.W. Cole Advisors, Inc. | 13,602 | $1.28M | 0.06% | +596+4.6% | Added |
| Koshinski Asset Management, Inc. | 13,639 | $1.28M | 0.13% | −6,635−32.7% | Reduced |
| Long Run Wealth Advisors, LLC | 13,662 | $1.29M | 0.34% | +594+4.5% | Added |
| Allworth Financial LP | 13,672 | $1.29M | 0.01% | +604+4.6% | Added |
| Krilogy Financial LLC | 13,717 | $1.29M | 0.10% | +13,717 | New |
| Eagle Asset Management Inc | 13,849 | $1.30M | 0.01% | +3,519+34.1% | Added |
| Intrust Bank NA | 13,784 | $1.30M | 0.14% | −385−2.7% | Reduced |
| Capital Investment Advisory Services, LLC | 13,815 | $1.30M | 0.14% | +370+2.8% | Added |
| AMG National Trust Bank | 13,909 | $1.31M | 0.04% | +50+0.4% | Added |
| NVWM, LLC | 13,948 | $1.31M | 0.36% | −167−1.2% | Reduced |
| Charter Oak Capital Management, LLC | 13,956 | $1.31M | 0.14% | +13,956 | New |
| Granger Management LLC | 13,969 | $1.32M | 0.26% | +3,631+35.1% | Added |
| Berkeley Capital Partners, LLC | 14,149 | $1.33M | 0.41% | +1,901+15.5% | Added |
| Diligent Investors, LLC | 14,162 | $1.33M | 0.33% | +13+0.1% | Added |
| Excalibur Management Corp | 14,174 | $1.33M | 0.56% | +606+4.5% | Added |
| Bard Financial Services, Inc. | 14,305 | $1.35M | 0.14% | +55+0.4% | Added |
| Executive Wealth Group LLC | 15,153 | $1.35M | 0.28% | +10,136+202.0% | Added |
| Fox Run Management, L.L.C. | 14,378 | $1.35M | 0.29% | +14,378 | New |
| Beverly Hills Private Wealth, LLC | 14,381 | $1.35M | 0.31% | +5,964+70.9% | Added |
| Duff & Phelps Investment Management Co | 14,566 | $1.37M | 0.02% | +463+3.3% | Added |
| Waterfront Wealth Inc. | 14,904 | $1.38M | 0.39% | +291+2.0% | Added |
| Principal Securities, Inc. | 14,672 | $1.38M | 0.04% | +431+3.0% | Added |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.38M | 0.49% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 14,783 | $1.39M | 0.03% | −117,175−88.8% | Reduced |
| White Pine Capital LLC | 15,325 | $1.39M | 0.53% | +54+0.4% | Added |
| Somerset Trust Co | 14,837 | $1.40M | 0.57% | +475+3.3% | Added |
| Tocqueville Asset Management L.P. | 14,839 | $1.40M | 0.02% | +1,658+12.6% | Added |
| Fifth Third Wealth Advisors LLC | 14,888 | $1.40M | 0.22% | −1,514−9.2% | Reduced |