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 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 14,900 | $1.40M | 0.36% | −600−3.9% | Reduced |
| Centaurus Financial, Inc. | 15,028 | $1.42M | 0.10% | −2,496−14.2% | Reduced |
| SeaCrest Wealth Management, LLC | 15,142 | $1.43M | 0.17% | −1,063−6.6% | Reduced |
| Argus Investors' Counsel, Inc. | 15,280 | $1.44M | 0.88% | −2,920−16.0% | Reduced |
| Trust Asset Management LLC | 15,287 | $1.44M | 0.13% | −89−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 15,297 | $1.44M | 0.11% | −641−4.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 15,309 | $1.44M | 0.36% | −902−5.6% | Reduced |
| Mirador Capital Partners LP | 15,345 | $1.44M | 0.28% | +1,643+12.0% | Added |
| Northcape Wealth Management, LLC | 15,349 | $1.45M | 0.53% | −242−1.6% | Reduced |
| Courier Capital LLC | 15,372 | $1.45M | 0.10% | −87−0.6% | Reduced |
| We Are One Seven, LLC | 15,398 | $1.45M | 0.08% | −2,630−14.6% | Reduced |
| Chatham Capital Group, Inc. | 15,456 | $1.46M | 0.27% | +1,975+14.7% | Added |
| Chemung Canal Trust Co | 15,531 | $1.46M | 0.28% | +160+1.0% | Added |
| Wilkins Investment Counsel Inc | 15,570 | $1.47M | 0.21% | +15,570 | New |
| Wintrust Investments LLC | 15,633 | $1.47M | 0.13% | −425−2.6% | Reduced |
| Vanguard Capital Wealth Advisors | 15,654 | $1.47M | 1.04% | −2,479−13.7% | Reduced |
| Decatur Capital Management, Inc. | 15,720 | $1.48M | 0.80% | −156−1.0% | Reduced |
| Smith, Salley & Associates | 15,829 | $1.49M | 0.12% | −655−4.0% | Reduced |
| 1st Source Bank | 15,835 | $1.49M | 0.09% | −128−0.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 15,898 | $1.50M | 0.02% | −97,438−86.0% | Reduced |
| Merit Financial Group, LLC | 15,998 | $1.50M | 0.04% | +7,071+79.2% | Added |
| Mystic Asset Management, Inc. | 15,924 | $1.50M | 0.62% | +426+2.7% | Added |
| Chesapeake Wealth Management | 15,943 | $1.50M | 0.55% | −369−2.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 15,954 | $1.50M | 0.02% | +53+0.3% | Added |
| Ironwood Investment Counsel, LLC | 15,974 | $1.50M | 0.26% | +478+3.1% | Added |
| Spire Wealth Management | 15,977 | $1.50M | 0.04% | +1,354+9.3% | Added |
| Citizens Financial Group Inc | 16,072 | $1.51M | 0.05% | −1,313−7.6% | Reduced |
| V-Square Quantitative Management LLC | 16,100 | $1.52M | 0.25% | 00.0% | Unchanged |
| First National Advisers, LLC | 16,555 | $1.52M | 0.34% | +3,230+24.2% | Added |
| Altman Advisors, Inc. | 16,262 | $1.52M | 0.74% | +7,063+76.8% | Added |
| Convergence Investment Partners, LLC | 16,190 | $1.52M | 0.58% | −442−2.7% | Reduced |
| Belpointe Asset Management LLC | 16,291 | $1.53M | 0.11% | −2,267−12.2% | Reduced |
| Dynamic Advisor Solutions LLC | 16,295 | $1.53M | 0.05% | +311+1.9% | Added |
| Lee Financial Co | 16,299 | $1.53M | 0.26% | −145−0.9% | Reduced |
| Trust Co of Toledo NA | 16,331 | $1.54M | 0.24% | +4,750+41.0% | Added |
| Schechter Investment Advisors, LLC | 16,398 | $1.54M | 0.12% | −3,131−16.0% | Reduced |
| River Street Advisors LLC | 16,423 | $1.55M | 1.04% | +614+3.9% | Added |
| Strategic Advisors LLC | 16,478 | $1.55M | 0.31% | −293−1.7% | Reduced |
| Snowden Capital Advisors LLC | 16,542 | $1.56M | 0.05% | +3,890+30.7% | Added |
| Trust Investment Advisors | 16,559 | $1.56M | 1.13% | −549−3.2% | Reduced |
| Foster & Motley Inc | 16,660 | $1.57M | 0.11% | −3,142−15.9% | Reduced |
| Vident Advisory, LLC | 16,753 | $1.58M | 0.03% | +2,120+14.5% | Added |
| Congress Wealth Management LLC | 16,912 | $1.59M | 0.03% | −749−4.2% | Reduced |
| Perigon Wealth Management, LLC | 16,938 | $1.59M | 0.05% | −1,803−9.6% | Reduced |
| Symmetry Partners, LLC | 16,953 | $1.60M | 0.12% | −8,471−33.3% | Reduced |
| Teza Capital Management LLC | 17,003 | $1.60M | 0.21% | +17,003 | New |
| Bradley Foster & Sargent Inc | 17,041 | $1.60M | 0.03% | −786−4.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 17,084 | $1.61M | 0.02% | −1,193−6.5% | Reduced |
| Insight Inv LLC | 17,177 | $1.62M | 1.40% | +85+0.5% | Added |
| McKinley Carter Wealth Services, Inc. | 17,212 | $1.62M | 0.11% | +1,047+6.5% | Added |
| Whittier Trust Co | 17,229 | $1.62M | 0.02% | +4,184+32.1% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $1.63M | 0.07% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 17,358 | $1.63M | 0.61% | +95+0.6% | Added |
| Howland Capital Management LLC | 17,378 | $1.64M | 0.08% | −1,356−7.2% | Reduced |
| Institute for Wealth Management, LLC. | 17,480 | $1.65M | 0.21% | −98−0.6% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 17,546 | $1.65M | 1.44% | −175−1.0% | Reduced |
| Great Diamond Partners, LLC | 17,548 | $1.65M | 0.38% | +187+1.1% | Added |
| Fundamentun, LLC | 17,760 | $1.67M | 0.16% | +17,760 | New |
| Haverford Trust Co | 17,815 | $1.68M | 0.02% | +7,251+68.6% | Added |
| Horizon Investments, LLC | 18,044 | $1.68M | 0.04% | −219−1.2% | Reduced |
| Delphi Management Inc | 18,103 | $1.71M | 1.32% | +1,375+8.2% | Added |
| Abbot Financial Management, Inc. | 18,150 | $1.71M | 0.94% | −20−0.1% | Reduced |
| Sumitomo Life Insurance Co | 18,301 | $1.72M | 0.04% | −720−3.8% | Reduced |
| Meeder Advisory Services, Inc. | 18,386 | $1.73M | 0.18% | +394+2.2% | Added |
| Acropolis Investment Management, LLC | 18,415 | $1.73M | 0.11% | +305+1.7% | Added |
| Clough Capital Partners L P | 18,550 | $1.75M | 0.19% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 18,577 | $1.75M | 0.07% | −34,005−64.7% | Reduced |
| Valeo Financial Advisors, LLC | 18,709 | $1.76M | 0.06% | +1,931+11.5% | Added |
| Profund Advisors LLC | 18,653 | $1.76M | 0.07% | +410+2.2% | Added |
| Capital Investment Advisors, LLC | 18,721 | $1.76M | 0.04% | +403+2.2% | Added |
| Forum Financial Management, LP | 18,896 | $1.78M | 0.03% | −144−0.8% | Reduced |
| Boston Private Wealth LLC | 18,909 | $1.78M | 0.04% | −49−0.3% | Reduced |
| StoneX Group Inc. | 19,082 | $1.80M | 0.16% | +4,417+30.1% | Added |
| CAPROCK Group, Inc. | 19,167 | $1.80M | 0.10% | +662+3.6% | Added |
| LGT Group Foundation | 19,191 | $1.81M | 0.04% | +4,000+26.3% | Added |
| Modera Wealth Management, LLC | 19,265 | $1.81M | 0.03% | −888−4.4% | Reduced |
| Capital Investment Counsel, Inc | 19,283 | $1.82M | 0.31% | −800−4.0% | Reduced |
| Inspire Trust Co, N.A. | 19,300 | $1.82M | 1.01% | +11,000+132.5% | Added |
| Covenant Asset Management, LLC | 19,339 | $1.82M | 0.44% | +647+3.5% | Added |
| TD Private Client Wealth LLC | 19,349 | $1.82M | 0.06% | −1,050−5.1% | Reduced |
| Commerzbank Aktiengesellschaft | 19,413 | $1.83M | 0.06% | +9,615+98.1% | Added |
| Lakeview Capital Partners, LLC | 19,474 | $1.83M | 0.30% | +165+0.9% | Added |
| Connectus Wealth, LLC | 19,695 | $1.85M | 0.05% | −9,315−32.1% | Reduced |
| Brown Brothers Harriman & Co | 19,696 | $1.85M | 0.01% | −398−2.0% | Reduced |
| Harvest Investment Advisors, LLC | 19,929 | $1.88M | 1.40% | +934+4.9% | Added |
| LM Advisors LLC | 20,121 | $1.90M | 0.30% | −3,960−16.4% | Reduced |
| Financial Advisory Service, Inc. | 20,274 | $1.91M | 0.17% | +697+3.6% | Added |
| Hoey Investments, Inc | 20,335 | $1.91M | 0.43% | −415−2.0% | Reduced |
| Am Investment Strategies LLC | 20,374 | $1.92M | 0.49% | +177+0.9% | Added |
| Grey Street Capital, LLC | 20,427 | $1.92M | 0.26% | +20,427 | New |
| Hamilton Capital Partners Inc. | 20,437 | $1.92M | 0.23% | +20,437 | New |
| Dynasty Wealth Management, LLC | 20,470 | $1.93M | 0.06% | +20,470 | New |
| Cary Street Partners Asset Management LLC | 20,505 | $1.93M | 0.30% | +20,505 | New |
| Abn Amro Investment Solutions | 20,513 | $1.93M | 0.03% | −62,181−75.2% | Reduced |
| YHB Investment Advisors, Inc. | 20,523 | $1.93M | 0.17% | −21−0.1% | Reduced |
| IFG Advisory, LLC | 20,589 | $1.94M | 0.14% | +727+3.7% | Added |
| Werlinich Asset Management, LLC | 20,770 | $1.94M | 1.27% | +1,080+5.5% | Added |
| Prospera Financial Services Inc | 20,636 | $1.94M | 0.06% | +259+1.3% | Added |
| TrueMark Investments, LLC | 20,710 | $1.95M | 1.79% | −373−1.8% | Reduced |
| Hudson Canyon Capital Management | 20,814 | $1.96M | 1.26% | 00.0% | Unchanged |